The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
OMB APPROVAL
OMB Number: 3235-0006
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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
1ST SOURCE CORP COM 336901103   459,399 7,672 SH   SOLE   7,672 0 0
3M CO COM 88579Y101   963,872 7,051 SH   SOLE   7,051 0 0
ABBOTT LABS COM 002824100   1,095,093 9,605 SH   SOLE   9,605 0 0
ABBVIE INC COM 00287Y109   5,338,389 27,033 SH   SOLE   27,033 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,753,256 7,789 SH   SOLE   7,789 0 0
AIR PRODS & CHEMS INC COM 009158106   396,590 1,332 SH   SOLE   1,332 0 0
ALLSTATE CORP COM 020002101   459,332 2,422 SH   SOLE   2,422 0 0
ALPHABET INC CAP STK CL A 02079K305   5,680,636 34,252 SH   SOLE   34,252 0 0
ALPHABET INC CAP STK CL C 02079K107   11,784,053 70,483 SH   SOLE   70,483 0 0
ALTRIA GROUP INC COM 02209S103   749,676 14,688 SH   SOLE   14,688 0 0
AMAZON COM INC COM 023135106   2,167,018 11,630 SH   SOLE   11,630 0 0
AMERICAN ELEC PWR CO INC COM 025537101   838,690 8,174 SH   SOLE   8,174 0 0
AMERICAN EXPRESS CO COM 025816109   2,330,693 8,594 SH   SOLE   8,594 0 0
AMGEN INC COM 031162100   3,177,110 9,860 SH   SOLE   9,860 0 0
AMPHENOL CORP NEW CL A 032095101   451,168 6,924 SH   SOLE   6,924 0 0
APPLE INC COM 037833100   21,644,314 92,894 SH   SOLE   92,894 0 0
ARES CAPITAL CORP COM 04010L103   314,100 15,000 SH   SOLE   15,000 0 0
AT&T INC COM 00206R102   343,408 15,609 SH   SOLE   15,609 0 0
BANK OF AMERICA CORP COM 060505104   240,064 6,050 SH   SOLE   6,050 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   6,220,620 9 SH   SOLE   9 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   10,636,148 23,109 SH   SOLE   23,109 0 0
BLACKROCK INC COM 09247X101   407,340 429 SH   SOLE   429 0 0
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105   2,898,365 134,059 SH   SOLE   134,059 0 0
BLACKROCK MUNIYLD MICH QLTY COM 09254V105   136,313 11,350 SH   SOLE   11,350 0 0
BLACKSTONE GROUP INC COM CL A 09260D107   1,732,360 11,313 SH   SOLE   11,313 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   1,900,777 64,895 SH   SOLE   64,895 0 0
BRISTOL MYERS SQUIBB CO COM 110122108   504,443 9,750 SH   SOLE   9,750 0 0
BROADCOM INC COM 11135F101   318,263 1,845 SH   SOLE   1,845 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 11271J107   1,039,083 19,550 SH   SOLE   19,550 0 0
CAPITAL SOUTHWEST CORP COM 140501107   202,320 8,000 SH   SOLE   8,000 0 0
CATERPILLAR INC DEL COM 149123101   704,798 1,802 SH   SOLE   1,802 0 0
CHEVRON CORP NEW COM 166764100   1,215,714 8,255 SH   SOLE   8,255 0 0
CHUBB LIMITED COM H1467J104   1,705,250 5,913 SH   SOLE   5,913 0 0
CISCO SYS INC COM 17275R102   5,260,903 98,852 SH   SOLE   98,852 0 0
COCA COLA CO COM 191216100   2,874,759 40,005 SH   SOLE   40,005 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,507,743 14,075 SH   SOLE   14,075 0 0
COLGATE PALMOLIVE CO COM 194162103   228,572 2,202 SH   SOLE   2,202 0 0
COMCAST CORP NEW CL A 20030N101   3,702,618 88,643 SH   SOLE   88,643 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,128,535 2,401 SH   SOLE   2,401 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101   677,668 5,712 SH   SOLE   5,712 0 0
CSW INDUSTRIALS INC COM 126402106   2,931,120 8,000 SH   SOLE   8,000 0 0
CVS HEALTH CORP COM 126650100   208,887 3,322 SH   SOLE   3,322 0 0
DANAHER CORPORATION COM 235851102   1,273,332 4,580 SH   SOLE   4,580 0 0
DICKS SPORTING GOODS INC COM 253393102   1,565,250 7,500 SH   SOLE   7,500 0 0
DIGITAL RLTY TR INC COM 253868103   1,485,378 9,179 SH   SOLE   9,179 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   400,283 12,595 SH   SOLE   12,595 0 0
DIMENSIONAL ETF TRUST INTL SMALL CAP 25434V773   321,048 11,966 SH   SOLE   11,966 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   1,811,192 27,925 SH   SOLE   27,925 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   3,383,071 60,814 SH   SOLE   60,814 0 0
DISNEY WALT CO COM DISNEY 254687106   957,373 9,953 SH   SOLE   9,953 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   331,568 2,876 SH   SOLE   2,876 0 0
EATON VANCE MUN INCOME 2028 SHS 27829U105   1,240,475 65,703 SH   SOLE   65,703 0 0
ELI LILLY & CO COM 532457108   22,580,806 25,488 SH   SOLE   25,488 0 0
EMERSON ELECTRIC CO COM 291011104   208,350 1,905 SH   SOLE   1,905 0 0
ENTERPRISE PRODS PARTNERS LP COM 293792107   612,707 21,048 SH   SOLE   21,048 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   273,232 3,830 SH   SOLE   3,830 0 0
EXXON MOBIL CORP COM 30231G102   3,130,595 26,707 SH   SOLE   26,707 0 0
FEDEX CORP COM 31428X106   707,189 2,584 SH   SOLE   2,584 0 0
FIFTH THIRD BANCORP COM 316773100   1,217,598 28,422 SH   SOLE   28,422 0 0
GENERAL DYNAMICS CORP COM 369550108   1,980,466 6,553 SH   SOLE   6,553 0 0
GLOBAL X FDS RATE PREFERRED 37954Y376   209,959 8,730 SH   SOLE   8,730 0 0
GOLDMAN SACHS GROUP COM 38141G104   270,488 546 SH   SOLE   546 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   280,970 5,396 SH   SOLE   5,396 0 0
HOME DEPOT INC COM 437076102   4,240,247 10,465 SH   SOLE   10,465 0 0
HONEYWELL INTL INC COM 438516106   1,339,481 6,480 SH   SOLE   6,480 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,041,664 7,791 SH   SOLE   7,791 0 0
INTEL CORP COM 458140100   883,105 37,643 SH   SOLE   37,643 0 0
INTERCONTINENTAL EXCHANGE COM 45866F104   471,478 2,935 SH   SOLE   2,935 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   766,927 3,469 SH   SOLE   3,469 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   268,725 547 SH   SOLE   547 0 0
INVESCO EXCHANGE TRADED FD VAR RATE PFD 46138G870   1,013,927 41,452 SH   SOLE   41,452 0 0
ISHARES TR 0 5 YR TIPS ETF 46429B747   618,738 6,107 SH   SOLE   6,107 0 0
ISHARES TR CORE 15 YR USD 46432F859   269,687 5,540 SH   SOLE   5,540 0 0
ISHARES TR CORE DIVID ETF 46435U861   218,025 4,500 SH   SOLE   4,500 0 0
ISHARES TR CORE S&P500 ETF 464287200   917,102 1,590 SH   SOLE   1,590 0 0
ISHARES TR CRE U S REIT ETF 464288521   1,031,364 16,751 SH   SOLE   16,751 0 0
ISHARES TR MSCI EMRG CHN 46434G764   1,606,521 26,289 SH   SOLE   26,289 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   217,774 2,385 SH   SOLE   2,385 0 0
JOHNSON & JOHNSON COM 478160104   7,000,457 43,197 SH   SOLE   43,197 0 0
J P MORGAN CHASE & CO COM 46625H100   9,582,314 45,444 SH   SOLE   45,444 0 0
J P MORGAN EXCHNG TRADED FD EQUITY PREMIUM 46641Q332   2,957,494 49,697 SH   SOLE   49,697 0 0
J P MORGAN EXCHNG TRADED FD HEDGED EQUITY LA 46654Q724   295,306 4,830 SH   SOLE   4,830 0 0
KINDER MORGAN INC DEL COM 49456B101   688,817 31,182 SH   SOLE   31,182 0 0
KKR & CO INC COM 48251W104   1,871,995 14,336 SH   SOLE   14,336 0 0
LOCKHEED MARTIN CORP COM 539830109   952,224 1,629 SH   SOLE   1,629 0 0
MARSH & MCLENNAN COS INC COM 571748102   540,324 2,422 SH   SOLE   2,422 0 0
MASTERCARD INC CL A 57636Q104   1,021,872 2,069 SH   SOLE   2,069 0 0
MCDONALDS CORP COM 580135101   1,085,883 3,566 SH   SOLE   3,566 0 0
MEDTRONIC PLC SHS G5960L103   3,216,862 35,731 SH   SOLE   35,731 0 0
MERCK & CO. INC COM 58933Y105   3,864,235 34,028 SH   SOLE   34,028 0 0
META PLATFORMS INC CL A 30303M102   1,349,814 2,358 SH   SOLE   2,358 0 0
MICROSOFT CORP COM 594918104   15,897,487 36,945 SH   SOLE   36,945 0 0
MONDELEZ INTL INC CL A 609207105   274,347 3,724 SH   SOLE   3,724 0 0
MOODYS CORP COM 615369105   818,668 1,725 SH   SOLE   1,725 0 0
NEXTERA ENERGY INC COM 65339F101   1,937,705 22,923 SH   SOLE   22,923 0 0
NIKE INC CL B 654106103   274,482 3,105 SH   SOLE   3,105 0 0
NORTHERN TR CORP COM 665859104   3,804,487 42,258 SH   SOLE   42,258 0 0
NORTHRUP GUMMEN CORP COM 666807102   303,604 575 SH   SOLE   575 0 0
NOVARTIS AG SPONSORED ADR 66987V109   477,333 4,150 SH   SOLE   4,150 0 0
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101   1,120,791 85,557 SH   SOLE   85,557 0 0
NVIDIA CORPORATION COM 67066G104   3,693,894 30,417 SH   SOLE   30,417 0 0
ONEOK INC NEW COM 682680103   423,572 4,648 SH   SOLE   4,648 0 0
ORACLE CORP COM 68389X105   2,579,856 15,140 SH   SOLE   15,140 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   728,636 19,587 SH   SOLE   19,587 0 0
PAYPAL HLDGS INC COM 70450Y103   224,414 2,876 SH   SOLE   2,876 0 0
PEPSICO INC COM 713448108   3,054,522 17,962 SH   SOLE   17,962 0 0
PFIZER INC COM 717081103   2,641,287 91,268 SH   SOLE   91,268 0 0
PHILIP MORRIS INTL INC COM 718172109   1,053,024 8,674 SH   SOLE   8,674 0 0
PIMCO ETF TR MULTISECTOR BD 72201R585   302,525 11,352 SH   SOLE   11,352 0 0
PROCTER AND GAMBLE CO COM 742718109   5,940,654 34,299 SH   SOLE   34,299 0 0
RTX CORP COM 75513E101   3,515,955 29,019 SH   SOLE   29,019 0 0
SCHWAB CHARLES CORP COM 808513105   899,140 13,873 SH   SOLE   13,873 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   251,660 8,624 SH   SOLE   8,624 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   1,456,051 35,410 SH   SOLE   35,410 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   6,126,002 92,093 SH   SOLE   92,093 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   3,226,787 38,173 SH   SOLE   38,173 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   616,584 11,497 SH   SOLE   11,497 0 0
SIMON PPTY GRP INC NEW COM 828806109   368,633 2,181 SH   SOLE   2,181 0 0
SOUTHERN CO COM 842587107   966,171 10,714 SH   SOLE   10,714 0 0
SPDR SER TR PRTFLO S&P500 HI 78468R788   384,464 8,422 SH   SOLE   8,422 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   257,520 449 SH   SOLE   449 0 0
SS&C TECHNOLOGIES HLD COM 78467J100   1,113,150 15,000 SH   SOLE   15,000 0 0
STARBUCKS CORP COM 855244109   568,659 5,833 SH   SOLE   5,833 0 0
TEXAS INSTRS INC COM 882508104   2,871,736 13,902 SH   SOLE   13,902 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   489,907 792 SH   SOLE   792 0 0
UNITED PARCEL SERVICE INC CL B 911312106   316,172 2,319 SH   SOLE   2,319 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,085,554 3,567 SH   SOLE   3,567 0 0
UNITY SOFTWARE INC COM 91332U101   614,314 27,158 SH   SOLE   27,158 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   6,275,232 31,683 SH   SOLE   31,683 0 0
VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 922042858   249,712 5,219 SH   SOLE   5,219 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   3,429,897 8,934 SH   SOLE   8,934 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   5,481,240 42,755 SH   SOLE   42,755 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   1,165,296 13,200 SH   SOLE   13,200 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   2,011,928 27,403 SH   SOLE   27,403 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,214,184 2,301 SH   SOLE   2,301 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   208,779 4,234 SH   SOLE   4,234 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   536,241 2,671 SH   SOLE   2,671 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   715,454 3,016 SH   SOLE   3,016 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   1,860,421 6,958 SH   SOLE   6,958 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   409,979 1,448 SH   SOLE   1,448 0 0
VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 922042742   8,143,439 68,032 SH   SOLE   68,032 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   2,950,571 16,902 SH   SOLE   16,902 0 0
VEEVA SYS INC CL A COM 922475108   403,580 1,923 SH   SOLE   1,923 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,516,413 33,766 SH   SOLE   33,766 0 0
VISA INC COM CL A 92826C839   5,094,342 18,528 SH   SOLE   18,528 0 0
WALMART INC COM 931142103   7,030,622 87,067 SH   SOLE   87,067 0 0
WASTE MGMT INC DEL COM 94106L109   674,285 3,248 SH   SOLE   3,248 0 0
WELLS FARGO CO NEW COM 949746101   1,466,367 25,958 SH   SOLE   25,958 0 0
WELLTOWER INC COM 95040Q104   206,512 1,613 SH   SOLE   1,613 0 0
XPO INC COM 983793100   552,279 5,137 SH   SOLE   5,137 0 0