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
ABBOTT LABS COM 002824100 927 9,577 SH   SOLE NONE 0 0 9,577
ABBVIE INC COM 00287Y109 1,055 7,859 SH   SOLE NONE 0 0 7,859
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 237 921 SH   SOLE NONE 0 0 921
ALLIANT ENERGY CORP COM 018802108 261 4,919 SH   SOLE NONE 0 0 4,919
ALPHABET INC CAP STK CL A 02079K305 1,227 12,826 SH   SOLE NONE 0 0 12,826
ALPHABET INC CAP STK CL C 02079K107 2,036 21,173 SH   SOLE NONE 0 0 21,173
AMAZON COM INC COM 023135106 5,101 45,141 SH   SOLE NONE 0 0 45,141
AMERICAN CENTY ETF TR US SML CP VALU 025072877 606 9,156 SH   SOLE NONE 0 0 9,156
AMGEN INC COM 031162100 208 923 SH   SOLE NONE 0 0 923
APPLE INC COM 037833100 30,798 222,851 SH   SOLE NONE 0 0 222,851
APPLIED MATLS INC COM 038222105 1,294 15,794 SH   SOLE NONE 0 0 15,794
ATT INC COM 00206R102 179 11,656 SH   SOLE NONE 0 0 11,656
AUTOMATIC DATA PROCESSING IN COM 053015103 1,006 4,449 SH   SOLE NONE 0 0 4,449
BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH   SOLE NONE 0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,080 7,791 SH   SOLE NONE 0 0 7,791
BHP GROUP LTD SPONSORED ADS 088606108 209 4,178 SH   SOLE NONE 0 0 4,178
BK OF AMERICA CORP COM 060505104 230 7,618 SH   SOLE NONE 0 0 7,618
BLACKROCK FLOATING RATE INCO COM 09255X100 206 18,731 SH   SOLE NONE 0 0 18,731
BLACKROCK MUNIHLDGS NY QLTY COM 09255C106 142 14,485 SH   SOLE NONE 0 0 14,485
BLACKSTONE INC COM 09260D107 1,139 13,607 SH   SOLE NONE 0 0 13,607
BROADSTONE NET LEASE INC COM 11135E203 222 14,288 SH   SOLE NONE 0 0 14,288
BROWN BROWN INC COM 115236101 2,028 33,525 SH   SOLE NONE 0 0 33,525
CAMDEN PPTY TR SH BEN INT 133131102 239 2,000 SH   SOLE NONE 0 0 2,000
CHEVRON CORP NEW COM 166764100 537 3,736 SH   SOLE NONE 0 0 3,736
CISCO SYS INC COM 17275R102 457 11,418 SH   SOLE NONE 0 0 11,418
CITIZENS FINL GROUP INC COM 174610105 11,090 322,758 SH   SOLE NONE 0 0 322,758
COCA COLA CO COM 191216100 364 6,506 SH   SOLE NONE 0 0 6,506
COLGATE PALMOLIVE CO COM 194162103 211 3,004 SH   SOLE NONE 0 0 3,004
COMPASS INC CL A 20464U100 1,261 543,626 SH   SOLE NONE 0 0 543,626
CONSOLIDATED EDISON INC COM 209115104 248 2,892 SH   SOLE NONE 0 0 2,892
COSTCO WHSL CORP NEW COM 22160K105 477 1,009 SH   SOLE NONE 0 0 1,009
CREDIT ACCEP CORP MICH COM 225310101 320 731 SH   SOLE NONE 0 0 731
CROCS INC COM 227046109 3,403 49,570 SH   SOLE NONE 0 0 49,570
CSX CORP COM 126408103 229 8,614 SH   SOLE NONE 0 0 8,614
CVS HEALTH CORP COM 126650100 290 3,037 SH   SOLE NONE 0 0 3,037
DANAHER CORPORATION COM 235851102 370 1,431 SH   SOLE NONE 0 0 1,431
DARIOHEALTH CORP COM NEW 23725P209 68 14,642 SH   SOLE NONE 0 0 14,642
DATADOG INC CL A COM 23804L103 19,563 220,359 SH   SOLE NONE 0 0 220,359
DEERE CO COM 244199105 243 729 SH   SOLE NONE 0 0 729
DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 2,315 56,960 SH   SOLE NONE 0 0 56,960
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 250 9,721 SH   SOLE NONE 0 0 9,721
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 583 15,010 SH   SOLE NONE 0 0 15,010
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2,498 64,099 SH   SOLE NONE 0 0 64,099
DISNEY WALT CO COM 254687106 465 4,926 SH   SOLE NONE 0 0 4,926
DOUBLEVERIFY HLDGS INC COM 25862V105 324 11,834 SH   SOLE NONE 0 0 11,834
DUKE ENERGY CORP NEW COM NEW 26441C204 228 2,448 SH   SOLE NONE 0 0 2,448
ENHABIT INC COM 29332G102 211 15,000 SH   SOLE NONE 0 0 15,000
EQUITY RESIDENTIAL SH BEN INT 29476L107 346 5,152 SH   SOLE NONE 0 0 5,152
EXXON MOBIL CORP COM 30231G102 2,112 24,188 SH   SOLE NONE 0 0 24,188
F5 INC COM 315616102 248 1,714 SH   SOLE NONE 0 0 1,714
GENERAL ELECTRIC CO COM NEW 369604301 529 8,546 SH   SOLE NONE 0 0 8,546
GENERAL MLS INC COM 370334104 383 5,001 SH   SOLE NONE 0 0 5,001
GOLDMAN SACHS GROUP INC COM 38141G104 370 1,263 SH   SOLE NONE 0 0 1,263
HERSHEY CO COM 427866108 505 2,291 SH   SOLE NONE 0 0 2,291
HOME DEPOT INC COM 437076102 2,023 7,330 SH   SOLE NONE 0 0 7,330
HONEYWELL INTL INC COM 438516106 421 2,520 SH   SOLE NONE 0 0 2,520
INTEL CORP COM 458140100 470 18,239 SH   SOLE NONE 0 0 18,239
INTERNATIONAL BUSINESS MACHS COM 459200101 391 3,291 SH   SOLE NONE 0 0 3,291
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 218 6,213 SH   SOLE NONE 0 0 6,213
INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 631 24,655 SH   SOLE NONE 0 0 24,655
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 13,625 203,024 SH   SOLE NONE 0 0 203,024
INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV 46138G672 964 12,954 SH   SOLE NONE 0 0 12,954
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 933 9,703 SH   SOLE NONE 0 0 9,703
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 4,167 72,061 SH   SOLE NONE 0 0 72,061
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 1,264 57,712 SH   SOLE NONE 0 0 57,712
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 21,228 152,970 SH   SOLE NONE 0 0 152,970
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,829 14,368 SH   SOLE NONE 0 0 14,368
INVESCO QQQ TR UNIT SER 1 46090E103 599 2,243 SH   SOLE NONE 0 0 2,243
ISHARES INC CORE MSCI EMKT 46434G103 4,227 98,347 SH   SOLE NONE 0 0 98,347
ISHARES TR 1 3 YR TREAS BD 464287457 537 6,615 SH   SOLE NONE 0 0 6,615
ISHARES TR COHEN STEER REIT 464287564 217 4,052 SH   SOLE NONE 0 0 4,052
ISHARES TR CORE HIGH DV ETF 46429B663 1,989 21,785 SH   SOLE NONE 0 0 21,785
ISHARES TR CORE MSCI EAFE 46432F842 14,285 271,224 SH   SOLE NONE 0 0 271,224
ISHARES TR CORE MSCI TOTAL 46432F834 1,066 20,926 SH   SOLE NONE 0 0 20,926
ISHARES TR CORE S&P MCP ETF 464287507 44,526 203,075 SH   SOLE NONE 0 0 203,075
ISHARES TR CORE S&P SCP ETF 464287804 33,523 384,486 SH   SOLE NONE 0 0 384,486
ISHARES TR CORE S&P TTL STK 464287150 1,186 14,905 SH   SOLE NONE 0 0 14,905
ISHARES TR CORE S&P500 ETF 464287200 157,010 437,779 SH   SOLE NONE 0 0 437,779
ISHARES TR EAFE SML CP ETF 464288273 8,814 180,696 SH   SOLE NONE 0 0 180,696
ISHARES TR IBDS DEC28 ETF 46435U515 15,165 637,470 SH   SOLE NONE 0 0 637,470
ISHARES TR IBONDS 27 ETF 46435UAA9 15,185 660,209 SH   SOLE NONE 0 0 660,209
ISHARES TR IBONDS DEC 46435U697 329 12,888 SH   SOLE NONE 0 0 12,888
ISHARES TR IBONDS DEC 25 46435U432 754 29,080 SH   SOLE NONE 0 0 29,080
ISHARES TR IBONDS DEC 26 46435U259 643 26,111 SH   SOLE NONE 0 0 26,111
ISHARES TR IBONDS DEC 27 46435U283 483 19,794 SH   SOLE NONE 0 0 19,794
ISHARES TR IBONDS DEC 29 46436E205 15,006 688,658 SH   SOLE NONE 0 0 688,658
ISHARES TR IBONDS DEC2026 46435GAA0 15,260 660,591 SH   SOLE NONE 0 0 660,591
ISHARES TR ISHARES SEMICDTR 464287523 1,402 4,400 SH   SOLE NONE 0 0 4,400
ISHARES TR MSCI EAFE ETF 464287465 1,555 27,766 SH   SOLE NONE 0 0 27,766
ISHARES TR MSCI EAFE MIN VL 46429B689 1,936 33,958 SH   SOLE NONE 0 0 33,958
ISHARES TR MSCI EMG MKT ETF 464287234 460 13,183 SH   SOLE NONE 0 0 13,183
ISHARES TR MSCI USA MIN VOL 46429B697 30,558 462,298 SH   SOLE NONE 0 0 462,298
ISHARES TR RUS 1000 ETF 464287622 4,229 21,433 SH   SOLE NONE 0 0 21,433
ISHARES TR RUS 1000 GRW ETF 464287614 414 1,968 SH   SOLE NONE 0 0 1,968
ISHARES TR RUS 1000 VAL ETF 464287598 302 2,218 SH   SOLE NONE 0 0 2,218
ISHARES TR RUS 2000 VAL ETF 464287630 1,614 12,516 SH   SOLE NONE 0 0 12,516
ISHARES TR RUS MID CAP ETF 464287499 604 9,715 SH   SOLE NONE 0 0 9,715
ISHARES TR RUSSELL 2000 ETF 464287655 5,204 31,558 SH   SOLE NONE 0 0 31,558
ISHARES TR S&P 100 ETF 464287101 1,111 6,835 SH   SOLE NONE 0 0 6,835
ISHARES TR S&P 500 VAL ETF 464287408 294 2,289 SH   SOLE NONE 0 0 2,289
ISHARES TR SELECT DIVID ETF 464287168 3,422 31,913 SH   SOLE NONE 0 0 31,913
ISHARES TR TIPS BD ETF 464287176 1,428 13,614 SH   SOLE NONE 0 0 13,614
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 7,334 148,884 SH   SOLE NONE 0 0 148,884
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 37,956 756,691 SH   SOLE NONE 0 0 756,691
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 29,409 584,673 SH   SOLE NONE 0 0 584,673
JACOBS SOLUTIONS INC COM 46982L108 312 2,876 SH   SOLE NONE 0 0 2,876
JOHNSON JOHNSON COM 478160104 2,820 17,261 SH   SOLE NONE 0 0 17,261
JPMORGAN CHASE CO COM 46625H100 1,503 14,386 SH   SOLE NONE 0 0 14,386
L3HARRIS TECHNOLOGIES INC COM 502431109 376 1,811 SH   SOLE NONE 0 0 1,811
LILLY ELI CO COM 532457108 343 1,062 SH   SOLE NONE 0 0 1,062
LOCKHEED MARTIN CORP COM 539830109 654 1,692 SH   SOLE NONE 0 0 1,692
MASTERCARD INCORPORATED CL A 57636Q104 1,976 6,948 SH   SOLE NONE 0 0 6,948
MCDONALDS CORP COM 580135101 565 2,449 SH   SOLE NONE 0 0 2,449
MERCK CO INC COM 58933Y105 1,378 16,003 SH   SOLE NONE 0 0 16,003
META PLATFORMS INC CL A 30303M102 422 3,111 SH   SOLE NONE 0 0 3,111
MICROSOFT CORP COM 594918104 5,787 24,848 SH   SOLE NONE 0 0 24,848
NATURA CO HLDG S A ADS 63884N108 240 44,000 SH   SOLE NONE 0 0 44,000
NEKTAR THERAPEUTICS COM 640268108 114 35,582 SH   SOLE NONE 0 0 35,582
NEXTERA ENERGY INC COM 65339F101 1,114 14,207 SH   SOLE NONE 0 0 14,207
NUVEEN FLOATING RATE INCOME COM SHS 6706EN100 170 21,084 SH   SOLE NONE 0 0 21,084
ORACLE CORP COM 68389X105 467 7,641 SH   SOLE NONE 0 0 7,641
OREILLY AUTOMOTIVE INC COM 67103H107 593 843 SH   SOLE NONE 0 0 843
PEPSICO INC COM 713448108 789 4,834 SH   SOLE NONE 0 0 4,834
PFIZER INC COM 717081103 549 12,543 SH   SOLE NONE 0 0 12,543
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2,565 25,941 SH   SOLE NONE 0 0 25,941
PJT PARTNERS INC COM CL A 69343T107 27,626 413,439 SH   SOLE NONE 0 0 413,439
PPG INDS INC COM 693506107 355 3,203 SH   SOLE NONE 0 0 3,203
PROCTER AND GAMBLE CO COM 742718109 1,082 8,567 SH   SOLE NONE 0 0 8,567
RAYMOND JAMES FINL INC COM 754730109 271 2,745 SH   SOLE NONE 0 0 2,745
RIO TINTO PLC SPONSORED ADR 767204100 205 3,717 SH   SOLE NONE 0 0 3,717
ROSS STORES INC COM 778296103 583 6,919 SH   SOLE NONE 0 0 6,919
ROYAL BK CDA COM 780087102 521 5,784 SH   SOLE NONE 0 0 5,784
SCHWAB CHARLES CORP COM 808513105 275 3,833 SH   SOLE NONE 0 0 3,833
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 886 31,502 SH   SOLE NONE 0 0 31,502
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 321 5,747 SH   SOLE NONE 0 0 5,747
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 397 6,781 SH   SOLE NONE 0 0 6,781
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 327 2,755 SH   SOLE NONE 0 0 2,755
SMUCKER J M CO COM NEW 832696405 239 1,741 SH   SOLE NONE 0 0 1,741
SOUTHERN CO COM 842587107 372 5,464 SH   SOLE NONE 0 0 5,464
SPDR GOLD TR GOLD SHS 78463V107 270 1,743 SH   SOLE NONE 0 0 1,743
SPDR SP 500 ETF TR TR UNIT 78462F103 45,871 128,425 SH   SOLE NONE 0 0 128,425
SPDR SP MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 18,652 46,438 SH   SOLE NONE 0 0 46,438
SPDR SER TR PRTFLO S&P500 GW 78464A409 34,222 683,070 SH   SOLE NONE 0 0 683,070
SPDR SER TR PRTFLO S&P500 VL 78464A508 37,669 1,092,178 SH   SOLE NONE 0 0 1,092,178
SPDR SER TR S&P 400 MDCP GRW 78464A821 18,681 309,540 SH   SOLE NONE 0 0 309,540
SPDR SER TR S&P 400 MDCP VAL 78464A839 20,916 361,736 SH   SOLE NONE 0 0 361,736
SPDR SER TR S&P 600 SMCP GRW 78464A201 11,903 174,739 SH   SOLE NONE 0 0 174,739
SPDR SER TR S&P 600 SMCP VAL 78464A300 17,260 257,067 SH   SOLE NONE 0 0 257,067
SPDR SER TR S&P DIVID ETF 78464A763 24,828 222,676 SH   SOLE NONE 0 0 222,676
SYSCO CORP COM 871829107 422 5,961 SH   SOLE NONE 0 0 5,961
TESLA INC COM 88160R101 499 1,883 SH   SOLE NONE 0 0 1,883
TJX COS INC NEW COM 872540109 706 11,364 SH   SOLE NONE 0 0 11,364
TYSON FOODS INC CL A 902494103 220 3,331 SH   SOLE NONE 0 0 3,331
UNION PAC CORP COM 907818108 433 2,221 SH   SOLE NONE 0 0 2,221
UNITED BANKSHARES INC WEST V COM 909907107 736 20,587 SH   SOLE NONE 0 0 20,587
UNITEDHEALTH GROUP INC COM 91324P102 500 990 SH   SOLE NONE 0 0 990
UPHEALTH INC COM 91532B101 11 20,000 SH   SOLE NONE 0 0 20,000
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 1,109 7,462 SH   SOLE NONE 0 0 7,462
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 885 5,482 SH   SOLE NONE 0 0 5,482
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 439 3,450 SH   SOLE NONE 0 0 3,450
VANGUARD INDEX FDS GROWTH ETF 922908736 572 2,672 SH   SOLE NONE 0 0 2,672
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 317 1,859 SH   SOLE NONE 0 0 1,859
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 360 2,957 SH   SOLE NONE 0 0 2,957
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4,435 55,324 SH   SOLE NONE 0 0 55,324
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,013 9,178 SH   SOLE NONE 0 0 9,178
VANGUARD INDEX FDS SM CP VAL ETF 922908611 835 5,823 SH   SOLE NONE 0 0 5,823
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,745 10,210 SH   SOLE NONE 0 0 10,210
VANGUARD INDEX FDS SML CP GRW ETF 922908595 275 1,408 SH   SOLE NONE 0 0 1,408
VANGUARD INDEX FDS TOTAL STK MKT 922908769 8,386 46,729 SH   SOLE NONE 0 0 46,729
VANGUARD INDEX FDS VALUE ETF 922908744 369 2,988 SH   SOLE NONE 0 0 2,988
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,521 34,297 SH   SOLE NONE 0 0 34,297
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3,647 99,951 SH   SOLE NONE 0 0 99,951
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 259 2,796 SH   SOLE NONE 0 0 2,796
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 63,913 1,328,482 SH   SOLE NONE 0 0 1,328,482
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 524 7,049 SH   SOLE NONE 0 0 7,049
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 723 5,346 SH   SOLE NONE 0 0 5,346
VANGUARD STAR FDS VG TL INTL STK F 921909768 360 7,874 SH   SOLE NONE 0 0 7,874
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 20,847 573,337 SH   SOLE NONE 0 0 573,337
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 815 8,594 SH   SOLE NONE 0 0 8,594
VERIZON COMMUNICATIONS INC COM 92343V104 228 6,011 SH   SOLE NONE 0 0 6,011
VISA INC COM CL A 92826C839 334 1,879 SH   SOLE NONE 0 0 1,879
WALGREENS BOOTS ALLIANCE INC COM 931427108 234 7,457 SH   SOLE NONE 0 0 7,457
WALMART INC COM 931142103 275 2,123 SH   SOLE NONE 0 0 2,123
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 312 17,750 SH   SOLE NONE 0 0 17,750
WESTERN ASSET EMERGING MKTS COM 95766A101 108 13,581 SH   SOLE NONE 0 0 13,581
WISDOMTREE TR CBOE S&P 500 97717X560 401 13,435 SH   SOLE NONE 0 0 13,435
WISDOMTREE TR EMER MKT HIGH FD 97717W315 320 9,830 SH   SOLE NONE 0 0 9,830
WISDOMTREE TR US QTLY DIV GRT 97717X669 328 6,080 SH   SOLE NONE 0 0 6,080