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
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 13,944,673 46,555 SH   SOLE   46,222 0 333
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 417,155 3,485 SH   SOLE   3,185 0 300
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 317,788 2,627 SH   SOLE   2,627 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,427,963 10,954 SH   SOLE   9,494 0 1,460
APPLE INC COM 037833100 BBG001S5N8V8 6,763,702 34,870 SH   SOLE   32,495 0 2,375
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 226,805 3,169 SH   SOLE   3,169 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4,131,897 12,117 SH   SOLE   10,662 0 1,455
C3 AI INC CL A 12468P104 BBG00Y6G6Y84 3,684,057 101,127 SH   SOLE   0 0 101,127
COCA COLA CO COM 191216100 BBG001S5SMQ8 210,409 3,494 SH   SOLE   3,494 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 652,548 7,309 SH   SOLE   7,309 0 0
EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 585,346 71,210 SH   SOLE   60,610 0 10,600
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 412,758 32,501 SH   SOLE   23,521 0 8,980
ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 270,510 6,778 SH   SOLE   6,778 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 462,784 4,315 SH   SOLE   4,315 0 0
GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 15,701,227 809,759 SH   SOLE   764,639 0 45,120
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 213,215 725 SH   SOLE   725 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 12,237,954 81,783 SH   SOLE   77,104 0 4,679
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 2,400,046 23,315 SH   SOLE   21,850 0 1,465
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 27,453,673 438,417 SH   SOLE   413,569 0 24,848
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 221,795 806 SH   SOLE   806 0 0
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 210,119 1,930 SH   SOLE   1,930 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 493,820 3,395 SH   SOLE   3,393 0 2
MCDONALDS CORP COM 580135101 BBG001S5T110 374,657 1,256 SH   SOLE   1,256 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 341,793 1,191 SH   SOLE   1,191 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 683,368 2,007 SH   SOLE   2,007 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 343,492 812 SH   SOLE   612 0 200
ORION S.A. COM L72967109 BBG006MC4LQ6 636,600 30,000 SH   SOLE   30,000 0 0
PFIZER INC COM 717081103 BBG001S5V466 408,762 11,144 SH   SOLE   11,144 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 203,608 3,252 SH   SOLE   3,252 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 339,524 4,530 SH   SOLE   4,530 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8,404,767 118,327 SH   SOLE   111,806 0 6,521
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 9,044,306 206,491 SH   SOLE   192,336 0 14,155
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 10,458,548 60,155 SH   SOLE   56,695 0 3,460
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 19,025,604 42,920 SH   SOLE   40,439 0 2,481
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 11,841,220 24,725 SH   SOLE   23,199 0 1,526
SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 942,685 25,423 SH   SOLE   21,333 0 4,090
SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 499,855 6,495 SH   SOLE   6,495 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 364,243 1,391 SH   SOLE   1,389 0 2
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 452,475 2,275 SH   SOLE   1,840 0 435
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9,682,791 68,141 SH   SOLE   62,827 0 5,314
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 15,032,218 243,634 SH   SOLE   227,262 0 16,372
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 332,446 2,047 SH   SOLE   2,047 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1,256,360 22,403 SH   SOLE   21,583 0 820
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 223,995 6,023 SH   SOLE   6,023 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 319,690 1,346 SH   SOLE   1,144 0 202