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 17,248,542 60,862 SH   SOLE   60,529 0 333
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 456,047 3,485 SH   SOLE   2,945 0 540
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 346,370 2,627 SH   SOLE   2,487 0 140
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,410,269 11,094 SH   SOLE   9,173 0 1,921
APPLE INC COM 037833100 BBG001S5N8V8 6,291,076 36,744 SH   SOLE   31,605 0 5,139
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 214,605 3,169 SH   SOLE   574 0 2,595
AT&T INC COM 00206R102 BBG001S5VWH2 167,368 11,143 SH   SOLE   11,127 0 16
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4,100,962 11,707 SH   SOLE   10,252 0 1,455
C3 AI INC CL A 12468P104 BBG00Y6G6Y84 2,580,761 101,127 SH   SOLE   101,127 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 587,531 7,249 SH   SOLE   7,239 0 10
EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 544,044 71,210 SH   SOLE   60,610 0 10,600
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 457,911 32,638 SH   SOLE   17,755 0 14,883
ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 232,689 6,778 SH   SOLE   6,778 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 433,234 3,684 SH   SOLE   3,684 0 0
GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 15,715,793 835,502 SH   SOLE   779,247 0 56,255
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 204,088 7,250 SH   SOLE   7,250 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 12,040,960 84,981 SH   SOLE   79,726 0 5,254
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 4,583,056 51,675 SH   SOLE   47,565 0 4,110
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 27,148,534 452,551 SH   SOLE   421,481 0 31,070
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 214,388 806 SH   SOLE   806 0 0
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 202,496 1,930 SH   SOLE   1,930 0 0
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 254,163 1,862 SH   SOLE   1,862 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 200,720 1,288 SH   SOLE   1,104 0 184
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 492,396 3,395 SH   SOLE   3,391 0 4
MCDONALDS CORP COM 580135101 BBG001S5T110 330,752 1,255 SH   SOLE   1,255 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 326,028 1,086 SH   SOLE   996 0 90
MICROSOFT CORP COM 594918104 BBG001S5TD05 623,525 1,974 SH   SOLE   1,644 0 330
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 383,662 882 SH   SOLE   484 0 398
ORION S.A. COM L72967109 BBG006MC4LQ6 638,400 30,000 SH   SOLE   30,000 0 0
PFIZER INC COM 717081103 BBG001S5V466 369,648 11,144 SH   SOLE   11,113 0 31
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 329,422 4,530 SH   SOLE   4,530 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8,117,065 119,933 SH   SOLE   111,247 0 8,686
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 8,692,318 209,858 SH   SOLE   192,598 0 17,260
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 10,092,514 61,566 SH   SOLE   57,836 0 3,730
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 18,611,223 43,537 SH   SOLE   40,602 0 2,935
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 11,425,375 25,020 SH   SOLE   23,066 0 1,954
SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 755,934 21,555 SH   SOLE   17,965 0 3,590
SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 470,027 6,415 SH   SOLE   6,415 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 376,446 1,504 SH   SOLE   1,261 0 243
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 391,375 2,070 SH   SOLE   1,635 0 435
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9,415,471 68,262 SH   SOLE   62,828 0 5,434
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 14,400,703 248,588 SH   SOLE   230,801 0 17,787
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 318,092 2,047 SH   SOLE   1,947 0 100
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1,167,432 21,813 SH   SOLE   21,813 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 239,778 7,398 SH   SOLE   7,298 0 100
VISA INC COM CL A 92826C839 BBG001SRCFY3 309,635 1,346 SH   SOLE   944 0 402