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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   513,053 2,598 SH   SOLE   0 0 2,598
AECOM COM 00766T100   283,786 2,748 SH   SOLE   0 0 2,748
AFFILIATED MANAGERS GROUP INC COM 008252108   3,057,271 17,195 SH   SOLE   0 0 17,195
AIR PRODS & CHEMS INC COM 009158106   321,261 1,079 SH   SOLE   0 0 1,079
ALPHABET INC CAP STK CL A 02079K305   1,705,184 10,281 SH   SOLE   0 0 10,281
ALPHABET INC CAP STK CL C 02079K107   1,385,671 8,288 SH   SOLE   0 0 8,288
AMAZON COM INC COM 023135106   2,711,083 14,550 SH   SOLE   0 0 14,550
AMER STATES WTR CO COM 029899101   249,870 3,000 SH   SOLE   0 0 3,000
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   12,614,983 195,277 SH   SOLE   0 0 195,277
AMERICAN EXPRESS CO COM 025816109   420,360 1,550 SH   SOLE   0 0 1,550
AMKOR TECHNOLOGY INC COM 031652100   307,224 10,040 SH   SOLE   0 0 10,040
AON PLC SHS CL A G0403H108   460,458 1,331 SH   SOLE   0 0 1,331
APPLE INC COM 037833100   13,785,009 59,163 SH   SOLE   0 0 59,163
ASML HOLDING N V N Y REGISTRY SHS N07059210   226,644 272 SH   SOLE   0 0 272
AT&T INC COM 00206R102   261,541 11,888 SH   SOLE   0 0 11,888
AUTOMATIC DATA PROCESSING IN COM 053015103   231,346 836 SH   SOLE   0 0 836
BANK AMERICA CORP COM 060505104   427,433 10,772 SH   SOLE   0 0 10,772
BERKSHIRE HATHAWAY INC DEL CL A 084670108   3,455,900 5 SH   SOLE   0 0 5
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,820,328 3,955 SH   SOLE   0 0 3,955
BLACKROCK CAP ALLOCATION TERM COM 09260U109   471,547 28,665 SH   SOLE   0 0 28,665
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105   2,679,090 123,917 SH   SOLE   0 0 123,917
BLACKROCK SCIENCE & TECHNOLO SHS BEN INT 09260K101   331,359 17,258 SH   SOLE   0 0 17,258
BLACKSTONE INC COM 09260D107   19,740,602 128,914 SH   SOLE   0 0 128,914
BLACKSTONE MTG TR INC COM CL A 09257W100   235,517 12,389 SH   SOLE   0 0 12,389
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   14,891,467 508,415 SH   SOLE   0 0 508,415
BONDBLOXX ETF TRUST BLOOMBERG TWO YR 09789C853   53,782,083 1,078,321 SH   SOLE   0 0 1,078,321
BROADCOM INC COM 11135F101   1,893,293 10,976 SH   SOLE   0 0 10,976
BUILDERS FIRSTSOURCE INC COM 12008R107   230,693 1,190 SH   SOLE   0 0 1,190
CALAMOS ETF TR LADDERED S&P 500 12811T738   256,823 10,137 SH   SOLE   0 0 10,137
CALAMOS ETF TR NASDAQ 100 STRUC 12811T878   501,537 20,500 SH   SOLE   0 0 20,500
CALAMOS ETF TR S P 500 STRUCTUR 12811T605   13,924,178 528,328 SH   SOLE   0 0 528,328
CATERPILLAR INC COM 149123101   218,636 559 SH   SOLE   0 0 559
CHEVRON CORP NEW COM 166764100   497,478 3,378 SH   SOLE   0 0 3,378
CHUBB LIMITED COM H1467J104   17,311,846 60,029 SH   SOLE   0 0 60,029
CISCO SYS INC COM 17275R102   422,194 7,933 SH   SOLE   0 0 7,933
COCA COLA CO COM 191216100   650,261 9,049 SH   SOLE   0 0 9,049
COLUMBIA ETF TR I MULTI SEC MUNI 19761L607   11,688,921 562,508 SH   SOLE   0 0 562,508
COLUMBIA ETF TR I RESH ENHNC COR 19761L706   41,261,728 1,217,034 SH   SOLE   0 0 1,217,034
COMCAST CORP NEW CL A 20030N101   4,110,502 98,408 SH   SOLE   0 0 98,408
COSTCO WHSL CORP NEW COM 22160K105   935,279 1,055 SH   SOLE   0 0 1,055
DANAHER CORPORATION COM 235851102   229,367 825 SH   SOLE   0 0 825
DELL TECHNOLOGIES INC CL C 24703L202   273,472 2,307 SH   SOLE   0 0 2,307
DISNEY WALT CO COM 254687106   651,874 6,777 SH   SOLE   0 0 6,777
EA SERIES TRUST ALPHA ARCH 1-3 02072L565   8,066,015 74,048 SH   SOLE   0 0 74,048
EATON VANCE TAX-MANAGED GLOB COM 27829F108   174,400 20,000 SH   SOLE   0 0 20,000
ECOVYST INC COM 27923Q109   248,571 36,288 SH   SOLE   0 0 36,288
EMCOR GROUP INC COM 29084Q100   265,637 617 SH   SOLE   0 0 617
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   233,153 14,527 SH   SOLE   0 0 14,527
EXCHANGE LISTED FDS TR SABA INT RATE 30151E806   555,886 24,984 SH   SOLE   0 0 24,984
EXXON MOBIL CORP COM 30231G102   899,898 7,677 SH   SOLE   0 0 7,677
FAIR ISAAC CORP COM 303250104   295,415 152 SH   SOLE   0 0 152
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204   212,433 2,402 SH   SOLE   0 0 2,402
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755   30,137,985 1,008,308 SH   SOLE   0 0 1,008,308
GE AEROSPACE COM NEW 369604301   209,701 1,112 SH   SOLE   0 0 1,112
GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230   14,938,994 295,008 SH   SOLE   0 0 295,008
GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107   1,002,726 27,723 SH   SOLE   0 0 27,723
GOLUB CAP BDC INC COM 38173M102   728,658 48,224 SH   SOLE   0 0 48,224
HARBOR ETF TRUST INTERNATNAL COMP 41151J885   20,287,571 701,249 SH   SOLE   0 0 701,249
HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503   1,416,995 35,964 SH   SOLE   0 0 35,964
HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD 41653L404   14,966,220 755,505 SH   SOLE   0 0 755,505
HOME DEPOT INC COM 437076102   984,231 2,429 SH   SOLE   0 0 2,429
HUBBELL INC COM 443510607   1,300,042 3,035 SH   SOLE   0 0 3,035
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827   1,006,484 40,914 SH   SOLE   0 0 40,914
INNOVATOR ETFS TR EQUITY DEF PROTN 45783Y541   320,142 11,756 SH   SOLE   0 0 11,756
INTERNATIONAL BUSINESS MACHS COM 459200101   662,356 2,996 SH   SOLE   0 0 2,996
INTUIT COM 461202103   258,957 417 SH   SOLE   0 0 417
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   282,816 10,840 SH   SOLE   0 0 10,840
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511   305,798 24,761 SH   SOLE   0 0 24,761
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698   3,248,136 33,121 SH   SOLE   0 0 33,121
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   1,645,979 22,947 SH   SOLE   0 0 22,947
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   7,651,276 42,706 SH   SOLE   0 0 42,706
INVESCO QQQ TR UNIT SER 1 46090E103   33,061,160 67,739 SH   SOLE   0 0 67,739
ISHARES GOLD TR ISHARES NEW 464285204   4,003,471 80,553 SH   SOLE   0 0 80,553
ISHARES INC CORE MSCI EMKT 46434G103   364,060 6,341 SH   SOLE   0 0 6,341
ISHARES TR CORE DIV GRWTH 46434V621   205,999 3,286 SH   SOLE   0 0 3,286
ISHARES TR CORE HIGH DV ETF 46429B663   876,857 7,455 SH   SOLE   0 0 7,455
ISHARES TR CORE MSCI EAFE 46432F842   302,110 3,871 SH   SOLE   0 0 3,871
ISHARES TR CORE MSCI TOTAL 46432F834   3,412,430 46,984 SH   SOLE   0 0 46,984
ISHARES TR CORE S&P MCP ETF 464287507   2,079,098 33,362 SH   SOLE   0 0 33,362
ISHARES TR CORE S&P SCP ETF 464287804   33,375,010 285,368 SH   SOLE   0 0 285,368
ISHARES TR CORE S&P TTL STK 464287150   7,501,292 59,714 SH   SOLE   0 0 59,714
ISHARES TR CORE S&P US GWT 464287671   15,640,242 118,568 SH   SOLE   0 0 118,568
ISHARES TR CORE S&P US VLU 464287663   11,632,515 121,819 SH   SOLE   0 0 121,819
ISHARES TR CORE S&P500 ETF 464287200   812,332 1,408 SH   SOLE   0 0 1,408
ISHARES TR ESG AWR MSCI USA 46435G425   238,985 1,894 SH   SOLE   0 0 1,894
ISHARES TR GLOBAL 100 ETF 464287572   90,878,709 916,550 SH   SOLE   0 0 916,550
ISHARES TR IBONDS DEC 25 46435U432   639,440 23,985 SH   SOLE   0 0 23,985
ISHARES TR MSCI ACWI ETF 464288257   7,680,839 64,248 SH   SOLE   0 0 64,248
ISHARES TR MSCI EAFE ETF 464287465   615,768 7,363 SH   SOLE   0 0 7,363
ISHARES TR MSCI USA MMENTM 46432F396   545,424 2,690 SH   SOLE   0 0 2,690
ISHARES TR MSCI USA QLT FCT 46432F339   1,726,701 9,630 SH   SOLE   0 0 9,630
ISHARES TR RUS 1000 ETF 464287622   267,232 850 SH   SOLE   0 0 850
ISHARES TR RUS 1000 GRW ETF 464287614   4,972,659 13,247 SH   SOLE   0 0 13,247
ISHARES TR RUS 1000 VAL ETF 464287598   1,180,936 6,222 SH   SOLE   0 0 6,222
ISHARES TR RUS MD CP GR ETF 464287481   320,788 2,735 SH   SOLE   0 0 2,735
ISHARES TR RUS MID CAP ETF 464287499   200,342 2,273 SH   SOLE   0 0 2,273
ISHARES TR RUSSELL 2000 ETF 464287655   398,706 1,805 SH   SOLE   0 0 1,805
ISHARES TR S&P 100 ETF 464287101   25,154,144 90,888 SH   SOLE   0 0 90,888
ISHARES TR S&P 500 GRWT ETF 464287309   537,234 5,611 SH   SOLE   0 0 5,611
ISHARES TR S&P MC 400GR ETF 464287606   310,197 3,374 SH   SOLE   0 0 3,374
ISHARES TR S&P SML 600 GWT 464287887   637,469 4,570 SH   SOLE   0 0 4,570
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   5,491,173 96,968 SH   SOLE   0 0 96,968
J P MORGAN EXCHANGE TRADED F INTERNL GWT 46641Q324   265,855 3,943 SH   SOLE   0 0 3,943
JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107   1,529,131 22,021 SH   SOLE   0 0 22,021
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206   35,011,131 581,659 SH   SOLE   0 0 581,659
JOHNSON & JOHNSON COM 478160104   730,454 4,507 SH   SOLE   0 0 4,507
JPMORGAN CHASE & CO COM 46625H100   2,607,401 12,366 SH   SOLE   0 0 12,366
LILLY ELI & CO COM 532457108   1,297,902 1,465 SH   SOLE   0 0 1,465
LOCKHEED MARTIN CORP COM 539830109   470,571 805 SH   SOLE   0 0 805
LOWES COS INC COM 548661107   234,556 866 SH   SOLE   0 0 866
MARSH & MCLENNAN COS INC COM 571748102   588,958 2,640 SH   SOLE   0 0 2,640
MASTERCARD INCORPORATED CL A 57636Q104   694,777 1,407 SH   SOLE   0 0 1,407
MERCK & CO INC COM 58933Y105   318,876 2,808 SH   SOLE   0 0 2,808
META PLATFORMS INC CL A 30303M102   1,533,402 2,679 SH   SOLE   0 0 2,679
MICROSOFT CORP COM 594918104   5,101,286 11,855 SH   SOLE   0 0 11,855
MORGAN STANLEY COM NEW 617446448   401,637 3,853 SH   SOLE   0 0 3,853
NETFLIX INC COM 64110L106   238,315 336 SH   SOLE   0 0 336
NEXTERA ENERGY INC COM 65339F101   364,493 4,312 SH   SOLE   0 0 4,312
NVIDIA CORPORATION COM 67066G104   2,108,444 17,362 SH   SOLE   0 0 17,362
OWL ROCK CAPITAL CORPORATION COM 69121K104   582,584 39,985 SH   SOLE   0 0 39,985
PACER FDS TR DEVELOPED MRKT 69374H873   30,539,345 965,421 SH   SOLE   0 0 965,421
PACER FDS TR GLOBL CASH ETF 69374H709   2,175,624 59,622 SH   SOLE   0 0 59,622
PACER FDS TR PACER US SMALL 69374H857   2,323,072 49,928 SH   SOLE   0 0 49,928
PACER FDS TR US CASH COWS 100 69374H881   221,741 3,834 SH   SOLE   0 0 3,834
PEPSICO INC COM 713448108   237,900 1,399 SH   SOLE   0 0 1,399
PFIZER INC COM 717081103   749,893 25,912 SH   SOLE   0 0 25,912
PIMCO INCOME STRATEGY FD II COM 72201J104   83,820 11,000 SH   SOLE   0 0 11,000
PJT PARTNERS INC COM CL A 69343T107   323,083 2,423 SH   SOLE   0 0 2,423
PNC FINL SVCS GROUP INC COM 693475105   222,755 1,205 SH   SOLE   0 0 1,205
PROCTER AND GAMBLE CO COM 742718109   1,036,775 5,986 SH   SOLE   0 0 5,986
PROGRESSIVE CORP COM 743315103   211,636 834 SH   SOLE   0 0 834
PUTNAM ETF TRUST FOCUSED LAR CAP 746729300   59,433,014 1,566,637 SH   SOLE   0 0 1,566,637
RBB FD INC MOTLEY FOL ETF 74933W601   41,692,796 741,380 SH   SOLE   0 0 741,380
RBB FD INC US TREASR 10 YR 74933W536   458,920 10,107 SH   SOLE   0 0 10,107
RBB FD INC US TREASRY 12 MT 74933W478   2,138,799 42,550 SH   SOLE   0 0 42,550
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   378,414 4,186 SH   SOLE   0 0 4,186
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   440,646 9,723 SH   SOLE   0 0 9,723
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   286,631 1,861 SH   SOLE   0 0 1,861
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   976,729 4,326 SH   SOLE   0 0 4,326
SERVICENOW INC COM 81762P102   227,175 254 SH   SOLE   0 0 254
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   12,062,997 28,510 SH   SOLE   0 0 28,510
SPDR GOLD TR GOLD SHS 78463V107   2,249,117 9,253 SH   SOLE   0 0 9,253
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,429,972 11,207 SH   SOLE   0 0 11,207
SPDR SER TR PORTFOLIO S&P600 78468R853   295,769 6,499 SH   SOLE   0 0 6,499
SPDR SER TR S&P BIOTECH 78464A870   296,867 3,005 SH   SOLE   0 0 3,005
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   270,752 1,559 SH   SOLE   0 0 1,559
TESLA INC COM 88160R101   384,662 1,470 SH   SOLE   0 0 1,470
TJX COS INC NEW COM 872540109   262,232 2,231 SH   SOLE   0 0 2,231
UBER TECHNOLOGIES INC COM 90353T100   292,673 3,894 SH   SOLE   0 0 3,894
UNITED PARCEL SERVICE INC CL B 911312106   1,066,042 7,819 SH   SOLE   0 0 7,819
UNITEDHEALTH GROUP INC COM 91324P102   571,756 978 SH   SOLE   0 0 978
VANGUARD BD INDEX FDS INTERMED TERM 921937819   54,546,970 696,075 SH   SOLE   0 0 696,075
VANGUARD INDEX FDS GROWTH ETF 922908736   319,701 833 SH   SOLE   0 0 833
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   499,509 2,979 SH   SOLE   0 0 2,979
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,109,462 2,103 SH   SOLE   0 0 2,103
VANGUARD INDEX FDS SM CP VAL ETF 922908611   318,061 1,584 SH   SOLE   0 0 1,584
VANGUARD INDEX FDS SMALL CP ETF 922908751   231,932 978 SH   SOLE   0 0 978
VANGUARD INDEX FDS SML CP GRW ETF 922908595   476,460 1,782 SH   SOLE   0 0 1,782
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,176,792 4,156 SH   SOLE   0 0 4,156
VANGUARD INDEX FDS VALUE ETF 922908744   2,130,243 12,203 SH   SOLE   0 0 12,203
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   836,112 8,663 SH   SOLE   0 0 8,663
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   5,532,869 27,935 SH   SOLE   0 0 27,935
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   212,743 4,028 SH   SOLE   0 0 4,028
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   339,952 3,093 SH   SOLE   0 0 3,093
VERISK ANALYTICS INC COM 92345Y106   2,274,157 8,487 SH   SOLE   0 0 8,487
VERIZON COMMUNICATIONS INC COM 92343V104   214,827 4,784 SH   SOLE   0 0 4,784
VISA INC COM CL A 92826C839   584,269 2,125 SH   SOLE   0 0 2,125
WALMART INC COM 931142103   453,088 5,611 SH   SOLE   0 0 5,611
WASTE MGMT INC DEL COM 94106L109   342,332 1,649 SH   SOLE   0 0 1,649
WISDOMTREE TR ITL HDG QTLY DIV 97717X594   296,227 6,482 SH   SOLE   0 0 6,482
WISDOMTREE TR ITL HIGH DIV FD 97717W802   247,313 5,968 SH   SOLE   0 0 5,968
WISDOMTREE TR US LARGECAP DIVD 97717W307   2,056,308 26,175 SH   SOLE   0 0 26,175
WISDOMTREE TR US QTLY DIV GRT 97717X669   20,289,493 243,835 SH   SOLE   0 0 243,835
WISDOMTREE TR US TOTAL DIVIDND 97717W109   428,326 5,586 SH   SOLE   0 0 5,586