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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,286 97,321 SH   SOLE   97,321 0 0
ALPHABET INC CAP STK CL A 02079K305 6,033 62,763 SH   SOLE   62,763 0 0
AMAZON COM INC COM 023135106 2,156 19,083 SH   SOLE   19,083 0 0
APPLE INC COM 037833100 1,895 13,709 SH   SOLE   13,709 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 249 1,100 SH   SOLE   1,100 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,634 68,382 SH   SOLE   68,382 0 0
BERKLEY W R CORP COM 084423102 279 4,319 SH   SOLE   4,319 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,605 50,952 SH   SOLE   50,952 0 0
BK OF AMERICA CORP COM 060505104 3,130 103,633 SH   SOLE   103,633 0 0
CHUBB LIMITED COM H1467J104 243 1,336 SH   SOLE   1,336 0 0
COMCAST CORP NEW CL A 20030N101 2,282 77,802 SH   SOLE   77,802 0 0
DISNEY WALT CO COM 254687106 2,529 26,811 SH   SOLE   26,811 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 812 34,139 SH   SOLE   34,139 0 0
FEDEX CORP COM 31428X106 2,265 15,255 SH   SOLE   15,255 0 0
FISERV INC COM 337738108 2,817 30,102 SH   SOLE   30,102 0 0
GRAHAM CORP COM 384556106 5,033 9,355 SH   SOLE   9,355 0 0
HONEYWELL INTL INC COM 438516106 238 1,423 SH   SOLE   1,423 0 0
HORIZON BANCORP INC COM 440407104 201 11,186 SH   SOLE   11,186 0 0
ISHARES TR MSCI EAFE ETF 464287465 213 3,810 SH   SOLE   3,810 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 366 10,481 SH   SOLE   10,481 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 408 3,972 SH   SOLE   3,972 0 0
JOHNSON & JOHNSON COM 478160104 3,286 20,117 SH   SOLE   20,117 0 0
JPMORGAN CHASE & CO COM 46625H100 5,252 50,255 SH   SOLE   50,255 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 2,648 35,499 SH   SOLE   35,499 0 0
LOWES COS INC COM 548661107 5,222 27,805 SH   SOLE   27,805 0 0
META PLATFORMS INC CL A 30303M102 2,672 19,693 SH   SOLE   19,693 0 0
MICRON TECHNOLOGY INC COM 595112103 2,188 43,672 SH   SOLE   43,672 0 0
MICROSOFT CORP COM 594918104 5,866 25,187 SH   SOLE   25,187 0 0
NEXTERA ENERGY INC COM 65339F101 325 4,144 SH   SOLE   4,144 0 0
ORACLE CORP COM 68389X105 1,091 17,860 SH   SOLE   17,860 0 0
PEPSICO INC COM 713448108 2,362 14,467 SH   SOLE   14,467 0 0
PROCTER AND GAMBLE CO COM 742718109 493 3,901 SH   SOLE   3,901 0 0
PUBLIC STORAGE COM 74460D109 226 10,380 SH   SOLE   10,380 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,953 36,068 SH   SOLE   36,068 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3,711 165,660 SH   SOLE   165,660 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,824 100,395 SH   SOLE   100,395 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2,539 60,465 SH   SOLE   60,465 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1,342 24,047 SH   SOLE   24,047 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7,457 176,087 SH   SOLE   176,087 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 4,978 69,122 SH   SOLE   69,122 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2,408 79,319 SH   SOLE   79,319 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,627 18,125 SH   SOLE   18,125 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,498 12,592 SH   SOLE   12,592 0 0
STRYKER CORPORATION COM 863667101 1,278 6,308 SH   SOLE   6,308 0 0
TJX COS INC NEW COM 872540109 3,121 50,246 SH   SOLE   50,246 0 0
UNION PAC CORP COM 907818108 268 1,374 SH   SOLE   1,374 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,132 4,222 SH   SOLE   4,222 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 904 12,078 SH   SOLE   12,078 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,699 23,817 SH   SOLE   23,817 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 697 3,709 SH   SOLE   3,709 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,950 8,985 SH   SOLE   8,985 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 600 4,181 SH   SOLE   4,181 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 4,812 38,969 SH   SOLE   38,969 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 228 4,731 SH   SOLE   4,731 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 690 14,332 SH   SOLE   14,332 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 474 6,267 SH   SOLE   6,267 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9,970 134,218 SH   SOLE   134,218 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 815 22,428 SH   SOLE   22,428 0 0
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2,391 10,173 SH   SOLE   10,173 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8,934 39,938 SH   SOLE   39,938 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 14,964 48,685 SH   SOLE   48,685 0 0
VISA INC COM CL A 92826C839 2,244 12,633 SH   SOLE   12,633 0 0
WALMART INC COM 931142103 1,076 8,298 SH   SOLE   8,298 0 0