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
AAON INC COM PAR $0.004 000360206   2,033,639 27,581 SH   SOLE   0 0 27,581
ABBOTT LABS COM 002824100   12,917,470 94,974 SH   SOLE   0 0 94,974
ABBVIE INC COM 00287Y109   11,186,194 60,264 SH   SOLE   0 0 60,264
ACCENTURE PLC IRELAND SHS CL A G1151C101   10,771,398 36,038 SH   SOLE   0 0 36,038
AIR PRODS & CHEMS INC COM 009158106   6,989,447 24,780 SH   SOLE   0 0 24,780
ALARM COM HLDGS INC COM 011642105   339,420 6,000 SH   SOLE   0 0 6,000
ALLIANT ENERGY CORP COM 018802108   1,571,132 25,982 SH   SOLE   0 0 25,982
ALPHABET INC CAP STK CL A 02079K305   13,814,670 78,390 SH   SOLE   0 0 78,390
ALPHABET INC CAP STK CL C 02079K107   1,009,198 5,689 SH   SOLE   0 0 5,689
AMAZON COM INC COM 023135106   9,996,944 45,567 SH   SOLE   0 0 45,567
AMERICAN EXPRESS CO COM 025816109   231,579 726 SH   SOLE   0 0 726
AMERIPRISE FINL INC COM 03076C106   12,189,859 22,839 SH   SOLE   0 0 22,839
AMGEN INC COM 031162100   2,516,241 9,012 SH   SOLE   0 0 9,012
AMPHENOL CORP NEW CL A 032095101   572,256 5,795 SH   SOLE   0 0 5,795
APPLE INC COM 037833100   31,484,664 153,456 SH   SOLE   0 0 153,456
APPLIED MATLS INC COM 038222105   7,640,793 41,737 SH   SOLE   0 0 41,737
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,479,959 15,333 SH   SOLE   0 0 15,333
AURORA INNOVATION INC CLASS A COM 051774107   55,958 10,679 SH   SOLE   0 0 10,679
AUTOMATIC DATA PROCESSING INC COM 053015103   15,667,954 50,804 SH   SOLE   0 0 50,804
AUTOZONE INC COM 053332102   1,388,374 374 SH   SOLE   0 0 374
AXON ENTERPRISE INC COM 05464C101   11,978,636 14,468 SH   SOLE   0 0 14,468
BANK AMERICA CORP COM 060505104   692,623 14,637 SH   SOLE   0 0 14,637
BANK NEW YORK MELLON CORP COM 064058100   2,401,477 26,358 SH   SOLE   0 0 26,358
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   276,403 569 SH   SOLE   0 0 569
BLACKROCK INC COM 09290D101   1,767,986 1,685 SH   SOLE   0 0 1,685
BOSTON SCIENTIFIC CORP COM 101137107   1,512,870 14,085 SH   SOLE   0 0 14,085
BROADCOM INC COM 11135F101   6,296,501 22,842 SH   SOLE   0 0 22,842
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   318,612 1,311 SH   SOLE   0 0 1,311
CARDINAL HEALTH INC COM 14149Y108   2,013,480 11,985 SH   SOLE   0 0 11,985
CATERPILLAR INC COM 149123101   6,259,110 16,123 SH   SOLE   0 0 16,123
CHEVRON CORP NEW COM 166764100   843,197 5,889 SH   SOLE   0 0 5,889
CHURCH & DWIGHT CO INC COM 171340102   6,206,111 64,573 SH   SOLE   0 0 64,573
CINTAS CORP COM 172908105   6,058,944 27,186 SH   SOLE   0 0 27,186
CISCO SYS INC COM 17275R102   301,822 4,350 SH   SOLE   0 0 4,350
CME GROUP INC COM 12572Q105   1,911,976 6,937 SH   SOLE   0 0 6,937
COGNIZANT TECHNOLOGY SOLUTIONS CL A 192446102   243,141 3,116 SH   SOLE   0 0 3,116
COLGATE PALMOLIVE CO COM 194162103   286,426 3,151 SH   SOLE   0 0 3,151
COSTCO WHSL CORP NEW COM 22160K105   3,410,343 3,445 SH   SOLE   0 0 3,445
CROWDSTRIKE HLDGS INC CL A 22788C105   3,496,413 6,865 SH   SOLE   0 0 6,865
CUMMINS INC COM 231021106   6,051,873 18,479 SH   SOLE   0 0 18,479
DEERE & CO COM 244199105   233,905 460 SH   SOLE   0 0 460
DOMINION ENERGY INC COM 25746U109   1,723,351 30,491 SH   SOLE   0 0 30,491
D-WAVE QUANTUM INC COM 26740W109   183,688 12,547 SH   SOLE   0 0 12,547
EDWARDS LIFESCIENCES CORP COM 28176E108   262,238 3,353 SH   SOLE   0 0 3,353
ELEVANCE HEALTH INC COM 036752103   308,445 793 SH   SOLE   0 0 793
ELI LILLY & CO COM 532457108   2,466,487 3,164 SH   SOLE   0 0 3,164
EXXON MOBIL CORP COM 30231G102   958,989 8,896 SH   SOLE   0 0 8,896
FEDEX CORP COM 31428X106   1,744,377 7,674 SH   SOLE   0 0 7,674
GALLAGHER ARTHUR J & CO COM 363576109   7,951,141 24,838 SH   SOLE   0 0 24,838
GE VERNOVA INC COM 36828A101   6,606,967 12,486 SH   SOLE   0 0 12,486
GENERAL ELECTRIC CO COM NEW 369604301   525,590 2,042 SH   SOLE   0 0 2,042
GOLDMAN SACHS GROUP INC COM 38141G104   5,039,391 7,120 SH   SOLE   0 0 7,120
HOME DEPOT INC COM 437076102   9,761,563 26,624 SH   SOLE   0 0 26,624
ILLINOIS TOOL WKS INC COM 452308109   6,760,860 27,344 SH   SOLE   0 0 27,344
INNOVATOR ETFS TR US EQTY PWR BF 45782C680   9,719,868 240,234 SH   SOLE   0 0 240,234
INNOVATOR ETFS TR US EQTY PWR BUF 45782C813   544,398 12,415 SH   SOLE   0 0 12,415
INNOVATOR ETFS TRUST INNOVATOR GW 100 45783Y269   324,096 10,950 SH   SOLE   0 0 10,950
INNOVATOR ETFS TRUST US EQT PWR BUF 45782C870   601,115 16,120 SH   SOLE   0 0 16,120
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797   456,985 11,065 SH   SOLE   0 0 11,065
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C573   699,702 17,705 SH   SOLE   0 0 17,705
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C540   1,160,330 29,001 SH   SOLE   0 0 29,001
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C383   1,184,467 28,048 SH   SOLE   0 0 28,048
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C417   3,294,327 86,670 SH   SOLE   0 0 86,670
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508   10,711,639 243,170 SH   SOLE   0 0 243,170
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,255,954 23,197 SH   SOLE   0 0 23,197
INTERNATIONAL BUSINESS MACHS COM 459200101   2,188,447 7,424 SH   SOLE   0 0 7,424
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   17,385,612 95,662 SH   SOLE   0 0 95,662
INVESCO QQQ TR UNIT SER 1 46090E103   52,199,696 94,626 SH   SOLE   0 0 94,626
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   791,507 12,931 SH   SOLE   0 0 12,931
ISHARES INC EMNG MKTS EQT 46434G889   232,493 4,465 SH   SOLE   0 0 4,465
ISHARES TR CORE S&P MCP ETF 464287507   2,377,971 38,342 SH   SOLE   0 0 38,342
ISHARES TR CORE S&P SCP ETF 464287804   212,132 1,941 SH   SOLE   0 0 1,941
ISHARES TR CORE S&P TTL STK 464287150   336,655 2,493 SH   SOLE   0 0 2,493
ISHARES TR CORE US AGGBD ET 464287226   2,127,443 21,446 SH   SOLE   0 0 21,446
ISHARES TR INTL EQTY FACTOR 46434V274   550,590 16,085 SH   SOLE   0 0 16,085
ISHARES TR MSCI INTL QUALTY 46434V456   17,058,099 394,681 SH   SOLE   0 0 394,681
ISHARES TR MSCI USA MIN VOL 46429B697   1,808,781 19,269 SH   SOLE   0 0 19,269
ISHARES TR MSCI USA QLT FCT 46432F339   385,019 2,106 SH   SOLE   0 0 2,106
ISHARES TR RUS 1000 GRW ETF 464287614   479,775 1,130 SH   SOLE   0 0 1,130
ISHARES TR RUS 1000 GRW ETF 464287614   68,282,654 160,824 SH   SOLE   0 0 160,824
ISHARES TR RUS 1000 VAL ETF 464287598   2,809,731 14,466 SH   SOLE   0 0 14,466
ISHARES TR RUSSELL 3000 ETF 464287689   5,554,926 15,826 SH   SOLE   0 0 15,826
ISHARES TR S&P 100 ETF 464287101   306,176 1,006 SH   SOLE   0 0 1,006
ISHARES TR S&P 500 GRWT ETF 464287309   6,650,370 60,403 SH   SOLE   0 0 60,403
ISHARES TR S&P 500 VAL ETF 464287408   4,117,304 21,069 SH   SOLE   0 0 21,069
ISHARES TR TIPS BD ETF 464287176   2,403,934 21,846 SH   SOLE   0 0 21,846
ISHARES TR US SML CAP EQT 46434V290   724,007 10,655 SH   SOLE   0 0 10,655
ISHARES TR US TREAS BD ETF 46429B267   1,477,017 64,274 SH   SOLE   0 0 64,274
JOHNSON & JOHNSON COM 478160104   440,684 2,885 SH   SOLE   0 0 2,885
JPMORGAN CHASE & CO COM 46625H100   14,571,119 50,261 SH   SOLE   0 0 50,261
KIMBERLY-CLARK CORP COM 494368103   1,190,447 9,234 SH   SOLE   0 0 9,234
KLA CORP COM NEW 482480100   4,049,641 4,521 SH   SOLE   0 0 4,521
LOWES COS INC COM 548661107   1,192,551 5,375 SH   SOLE   0 0 5,375
M & T BK CORP COM 55261F104   232,206 1,197 SH   SOLE   0 0 1,197
MASCO CORP COM 574599106   239,355 3,719 SH   SOLE   0 0 3,719
MASTERCARD INCORPORATED CL A 57636Q104   7,659,242 13,630 SH   SOLE   0 0 13,630
MCDONALDS CORP COM 580135101   3,374,564 11,550 SH   SOLE   0 0 11,550
MERCADOLIBRE INC COM 58733R102   5,799,645 2,219 SH   SOLE   0 0 2,219
MERCK & CO INC COM 58933Y105   1,335,746 16,874 SH   SOLE   0 0 16,874
META PLATFORMS INC CL A 30303M102   11,405,705 15,453 SH   SOLE   0 0 15,453
METLIFE INC COM 59156R108   2,066,874 25,701 SH   SOLE   0 0 25,701
MICROSOFT CORP COM 594918104   23,824,118 47,896 SH   SOLE   0 0 47,896
MOODYS CORP COM 615369105   1,959,712 3,907 SH   SOLE   0 0 3,907
MPLX LP COM UNIT REP LTD 55336V100   258,323 5,015 SH   SOLE   0 0 5,015
MSCI INC COM 55354G100   7,789,450 13,506 SH   SOLE   0 0 13,506
NBT BANCORP INC COM 628778102   207,531 4,995 SH   SOLE   0 0 4,995
NEBIUS GROUP N.V. SHS CLASS A N97284108   226,134 4,087 SH   SOLE   0 0 4,087
NETFLIX INC COM 64110L106   3,529,947 2,636 SH   SOLE   0 0 2,636
NEXTERA ENERGY INC COM 65339F101   1,839,972 27,116 SH   SOLE   0 0 27,116
NIKE INC CL B 654106103   288,280 4,058 SH   SOLE   0 0 4,058
NORTHROP GRUMMAN CORP COM 666807102   2,425,403 4,851 SH   SOLE   0 0 4,851
NOVARTIS AG SPONSORED ADR 66987V109   1,936,765 16,005 SH   SOLE   0 0 16,005
NUVEEN NEW YORK AMT QLT MUNICP COM 670656107   517,768 52,247 SH   SOLE   0 0 52,247
NVIDIA CORPORATION COM 67066G104   10,048,641 63,603 SH   SOLE   0 0 63,603
ORACLE CORP COM 68389X105   14,160,884 64,771 SH   SOLE   0 0 64,771
PALANTIR TECHNOLOGIES INC CL A 69608A108   4,623,974 33,920 SH   SOLE   0 0 33,920
PALO ALTO NETWORKS INC COM 697435105   8,119,092 39,675 SH   SOLE   0 0 39,675
PARKER-HANNIFIN CORP COM 701094104   1,331,982 1,907 SH   SOLE   0 0 1,907
PAYCHEX INC COM 704326107   392,742 2,700 SH   SOLE   0 0 2,700
PEDEVCO CORP COM PAR 70532Y303   14,395 22,000 SH   SOLE   0 0 22,000
PEPSICO INC COM 713448108   398,761 3,020 SH   SOLE   0 0 3,020
PFIZER INC COM 717081103   1,480,991 61,097 SH   SOLE   0 0 61,097
PNC FINL SVCS GROUP INC COM 693475105   372,840 2,000 SH   SOLE   0 0 2,000
PPL CORP COM 69351T106   3,730,848 110,087 SH   SOLE   0 0 110,087
PROCTER AND GAMBLE CO COM 742718109   300,000 1,883 SH   SOLE   0 0 1,883
PRUDENTIAL FINL INC COM 744320102   1,382,968 12,872 SH   SOLE   0 0 12,872
PUBLIC STORAGE OPER CO COM 74460D109   1,161,356 3,958 SH   SOLE   0 0 3,958
QUALCOMM INC COM 747525103   6,194,418 38,895 SH   SOLE   0 0 38,895
QUANTA SVCS INC COM 74762E102   7,051,570 18,651 SH   SOLE   0 0 18,651
QUANTUMSCAPE CORP COM CL A 74767V109   77,804 11,578 SH   SOLE   0 0 11,578
QUEST DIAGNOSTICS INC COM 74834L100   706,664 3,934 SH   SOLE   0 0 3,934
RAYTHEON TECHNOLOGIES CORP COM 75513E101   9,400,184 64,376 SH   SOLE   0 0 64,376
RECURSION PHARMACEUTICALS IN CL A 75629V104   88,530 17,496 SH   SOLE   0 0 17,496
RESMED INC COM 761152107   3,388,830 13,135 SH   SOLE   0 0 13,135
RIGETTI COMPUTING INC COMMON STOCK 76655K103   136,390 11,500 SH   SOLE   0 0 11,500
RIOT PLATFORMS INC COM 767292105   126,537 11,198 SH   SOLE   0 0 11,198
ROCKWELL AUTOMATION INC COM 773903109   4,401,585 13,251 SH   SOLE   0 0 13,251
ROPER TECHNOLOGIES INC COM 776696106   8,058,764 14,217 SH   SOLE   0 0 14,217
S&P GLOBAL INC COM 78409V104   291,591 553 SH   SOLE   0 0 553
SALESFORCE INC COM 79466L302   2,652,474 9,727 SH   SOLE   0 0 9,727
SCHWAB CHARLES CORP COM 808513105   2,190,927 24,013 SH   SOLE   0 0 24,013
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   504,434 1,992 SH   SOLE   0 0 1,992
SERVICE CORP INTL COM 817565104   679,527 8,348 SH   SOLE   0 0 8,348
SHOPIFY INC CL A 82509L107   2,263,744 19,625 SH   SOLE   0 0 19,625
SOUTHERN CO COM 842587107   2,325,319 25,322 SH   SOLE   0 0 25,322
SPDR GOLD TR GOLD SHS 78463V107   12,086,510 39,650 SH   SOLE   0 0 39,650
SPDR S&P 500 ETF TR TR UNIT 78462F103   10,704,869 17,326 SH   SOLE   0 0 17,326
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   35,015,828 61,813 SH   SOLE   0 0 61,813
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   1,850,194 20,170 SH   SOLE   0 0 20,170
STATE STR CORP COM 857477103   414,407 3,897 SH   SOLE   0 0 3,897
STRYKER CORPORATION COM 863667101   11,795,313 29,814 SH   SOLE   0 0 29,814
TESLA INC COM 88160R101   1,500,944 4,725 SH   SOLE   0 0 4,725
TEXAS INSTRS INC COM 882508104   1,587,022 7,644 SH   SOLE   0 0 7,644
TJX COS INC NEW COM 872540109   4,843,525 39,222 SH   SOLE   0 0 39,222
UBER TECHNOLOGIES INC COM 90353T100   1,773,820 19,012 SH   SOLE   0 0 19,012
UNITED RENTALS INC COM 911363109   366,906 487 SH   SOLE   0 0 487
UNITEDHEALTH GROUP INC COM 91324P102   1,035,116 3,318 SH   SOLE   0 0 3,318
URANIUM ENERGY CORP COM 916896103   108,814 16,002 SH   SOLE   0 0 16,002
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   317,644 1,139 SH   SOLE   0 0 1,139
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,855,903 23,582 SH   SOLE   0 0 23,582
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,732,662 19,455 SH   SOLE   0 0 19,455
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,958,502 3,448 SH   SOLE   0 0 3,448
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,698,361 5,588 SH   SOLE   0 0 5,588
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   491,575 10,026 SH   SOLE   0 0 10,026
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   1,594,137 19,225 SH   SOLE   0 0 19,225
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   812,131 3,968 SH   SOLE   0 0 3,968
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   5,252,445 92,132 SH   SOLE   0 0 92,132
VANGUARD WORLD FDS INF TECH ETF 92204A702   1,485,747 2,240 SH   SOLE   0 0 2,240
VENTAS INC COM 92276F100   1,801,733 28,531 SH   SOLE   0 0 28,531
VERIZON COMMUNICATIONS INC COM 92343V104   2,143,423 49,536 SH   SOLE   0 0 49,536
VISA INC COM CL A 92826C839   9,620,080 27,095 SH   SOLE   0 0 27,095
WALMART INC COM 931142103   12,290,653 125,697 SH   SOLE   0 0 125,697
WASTE MGMT INC DEL COM 94106L109   7,289,519 31,857 SH   SOLE   0 0 31,857
WEYERHAEUSER CO MTN BE COM NEW 962166104   3,556,755 138,449 SH   SOLE   0 0 138,449
XYLEM INC COM 98419M100   1,849,589 14,298 SH   SOLE   0 0 14,298