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
ABBOTT LABS COM 002824100   365,598 3,207 SH   SOLE   0 0 3,207
ADT INC DEL COM 00090Q103   435,333 60,212 SH   SOLE   0 0 60,212
AMAZON COM INC COM 023135106   3,424,373 18,378 SH   SOLE   0 0 18,378
AMERICAN CENTY ETF TR US SML CP VALU 025072877   1,152,842 12,015 SH   SOLE   0 0 12,015
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   1,595,730 23,806 SH   SOLE   0 0 23,806
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349   11,159,541 169,521 SH   SOLE   0 0 169,521
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232   8,040,959 108,853 SH   SOLE   0 0 108,853
AMGEN INC COM 031162100   3,978,706 12,348 SH   SOLE   0 0 12,348
AMPHENOL CORP NEW CL A 032095101   1,266,204 19,432 SH   SOLE   0 0 19,432
ANSYS INC COM 03662Q105   673,265 2,113 SH   SOLE   0 0 2,113
APPLE INC COM 037833100   7,946,307 34,104 SH   SOLE   0 0 34,104
APTIV PLC SHS G6095L109   620,679 8,619 SH   SOLE   0 0 8,619
AUTOMATIC DATA PROCESSING IN COM 053015103   448,546 1,621 SH   SOLE   0 0 1,621
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,932,600 10,717 SH   SOLE   0 0 10,717
BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105   226,081 14,273 SH   SOLE   0 0 14,273
BLACKROCK HEALTH SCIENCES TR COM 09250W107   13,961,383 332,969 SH   SOLE   0 0 332,969
BLACKROCK MUNIYIELD FD INC COM 09253W104   1,072,171 93,803 SH   SOLE   0 0 93,803
CANADIAN PACIFIC KANSAS CITY COM 13646K108   364,104 4,257 SH   SOLE   0 0 4,257
CATERPILLAR INC COM 149123101   227,739 582 SH   SOLE   0 0 582
CDW CORP COM 12514G108   406,982 1,798 SH   SOLE   0 0 1,798
CHEVRON CORP NEW COM 166764100   630,065 4,278 SH   SOLE   0 0 4,278
COCA COLA CO COM 191216100   264,091 3,675 SH   SOLE   0 0 3,675
COLGATE PALMOLIVE CO COM 194162103   206,683 1,991 SH   SOLE   0 0 1,991
CONSTELLATION BRANDS INC CL A 21036P108   403,203 1,565 SH   SOLE   0 0 1,565
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   214,629 3,858 SH   SOLE   0 0 3,858
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   488,416 14,336 SH   SOLE   0 0 14,336
EATON CORP PLC SHS G29183103   277,370 837 SH   SOLE   0 0 837
EXXON MOBIL CORP COM 30231G102   407,344 3,475 SH   SOLE   0 0 3,475
FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100   769,524 7,039 SH   SOLE   0 0 7,039
GARMIN LTD SHS H2906T109   2,063,692 11,724 SH   SOLE   0 0 11,724
HOME DEPOT INC COM 437076102   302,739 747 SH   SOLE   0 0 747
INTUITIVE SURGICAL INC COM NEW 46120E602   11,023,040 22,438 SH   SOLE   0 0 22,438
IQVIA HLDGS INC COM 46266C105   341,000 1,439 SH   SOLE   0 0 1,439
ISHARES INC CORE MSCI EMKT 46434G103   3,775,125 65,757 SH   SOLE   0 0 65,757
ISHARES TR CORE S&P SCP ETF 464287804   1,484,832 12,695 SH   SOLE   0 0 12,695
ISHARES TR MSCI USA VALUE 46432F388   259,423 2,379 SH   SOLE   0 0 2,379
ISHARES TR MSCI USA MIN VOL 46429B697   1,299,248 14,229 SH   SOLE   0 0 14,229
ISHARES TR U S EQUITY FACTR 46434V282   5,871,046 99,899 SH   SOLE   0 0 99,899
ISHARES TR RUS 1000 GRW ETF 464287614   1,432,243 3,815 SH   SOLE   0 0 3,815
ISHARES TR CORE MSCI EAFE 46432F842   10,255,607 131,398 SH   SOLE   0 0 131,398
ISHARES TR CORE MSCI INTL 46435G326   1,088,458 15,367 SH   SOLE   0 0 15,367
ISHARES TR CORE S&P500 ETF 464287200   23,166,326 40,162 SH   SOLE   0 0 40,162
ISHARES TR MSCI INTL QUALTY 46434V456   1,860,059 44,832 SH   SOLE   0 0 44,832
ISHARES TR MSCI USA MMENTM 46432F396   1,215,572 5,995 SH   SOLE   0 0 5,995
J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779   8,243,402 144,292 SH   SOLE   0 0 144,292
JPMORGAN CHASE & CO. COM 46625H100   305,435 1,449 SH   SOLE   0 0 1,449
MASTERCARD INCORPORATED CL A 57636Q104   760,090 1,539 SH   SOLE   0 0 1,539
MCDONALDS CORP COM 580135101   351,607 1,155 SH   SOLE   0 0 1,155
META PLATFORMS INC CL A 30303M102   541,188 945 SH   SOLE   0 0 945
MICROSOFT CORP COM 594918104   2,401,364 5,581 SH   SOLE   0 0 5,581
MPLX LP COM UNIT REP LTD 55336V100   215,322 4,843 SH   SOLE   0 0 4,843
NEXTERA ENERGY INC COM 65339F101   1,557,048 18,420 SH   SOLE   0 0 18,420
NVIDIA CORPORATION COM 67066G104   1,511,617 12,447 SH   SOLE   0 0 12,447
NXP SEMICONDUCTORS N V COM N6596X109   2,409,160 10,038 SH   SOLE   0 0 10,038
ONEOK INC NEW COM 682680103   236,483 2,595 SH   SOLE   0 0 2,595
OREILLY AUTOMOTIVE INC COM 67103H107   447,972 389 SH   SOLE   0 0 389
PEPSICO INC COM 713448108   201,278 1,184 SH   SOLE   0 0 1,184
PROCTER AND GAMBLE CO COM 742718109   276,862 1,599 SH   SOLE   0 0 1,599
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103   1,014,343 93,059 SH   SOLE   0 0 93,059
S&P GLOBAL INC COM 78409V104   770,649 1,492 SH   SOLE   0 0 1,492
SCHWAB CHARLES CORP COM 808513105   255,092 3,936 SH   SOLE   0 0 3,936
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,538,960 37,420 SH   SOLE   0 0 37,420
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   446,170 5,370 SH   SOLE   0 0 5,370
SOUTHERN CO COM 842587107   235,549 2,612 SH   SOLE   0 0 2,612
SPDR S&P 500 ETF TR TR UNIT 78462F103   609,006 1,061 SH   SOLE   0 0 1,061
STMICROELECTRONICS N V NY REGISTRY 861012102   1,208,875 40,662 SH   SOLE   0 0 40,662
TEXAS INSTRS INC COM 882508104   1,217,505 5,894 SH   SOLE   0 0 5,894
TJX COS INC NEW COM 872540109   413,263 3,516 SH   SOLE   0 0 3,516
VANGUARD INDEX FDS SMALL CP ETF 922908751   335,625 1,415 SH   SOLE   0 0 1,415
VANGUARD INDEX FDS TOTAL STK MKT 922908769   528,917 1,868 SH   SOLE   0 0 1,868
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,532,548 32,028 SH   SOLE   0 0 32,028
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   6,764,970 137,193 SH   SOLE   0 0 137,193
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   4,494,724 17,283 SH   SOLE   0 0 17,283
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   20,743,320 343,319 SH   SOLE   0 0 343,319
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,757,170 8,872 SH   SOLE   0 0 8,872
VANGUARD STAR FDS VG TL INTL STK F 921909768   300,235 4,638 SH   SOLE   0 0 4,638
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,511,048 47,549 SH   SOLE   0 0 47,549
VANGUARD WELLINGTON FD US MOMENTUM 921935508   2,097,716 13,033 SH   SOLE   0 0 13,033
VISA INC COM CL A 92826C839   446,977 1,626 SH   SOLE   0 0 1,626
WALMART INC COM 931142103   1,741,979 21,572 SH   SOLE   0 0 21,572
ZOETIS INC CL A 98978V103   267,830 1,371 SH   SOLE   0 0 1,371