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 15,626,241 57,072 SH   SOLE   56,739 0 333
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 453,295 3,245 SH   SOLE   2,705 0 540
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 381,780 2,709 SH   SOLE   2,569 0 140
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,605,854 10,569 SH   SOLE   8,648 0 1,921
APPLE INC COM 037833100 BBG001S5N8V8 6,956,872 36,134 SH   SOLE   30,994 0 5,140
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 213,433 3,169 SH   SOLE   574 0 2,595
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3,904,001 10,946 SH   SOLE   9,611 0 1,335
C3 AI INC CL A 12468P104 BBG00Y6G6Y84 2,903,357 101,127 SH   SOLE   101,127 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 205,902 3,494 SH   SOLE   972 0 2,522
DISNEY WALT CO COM 254687106 BBG001S5QHF3 740,789 8,205 SH   SOLE   7,286 0 919
EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 521,290 67,090 SH   SOLE   56,490 0 10,600
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 443,930 32,169 SH   SOLE   17,755 0 14,414
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 368,386 3,685 SH   SOLE   3,685 0 0
GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 15,635,469 805,952 SH   SOLE   747,802 0 58,150
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 236,640 7,250 SH   SOLE   7,250 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 14,135,464 89,578 SH   SOLE   81,993 0 7,585
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 5,917,474 59,845 SH   SOLE   55,085 0 4,760
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 30,516,127 469,985 SH   SOLE   438,255 0 31,730
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 244,356 806 SH   SOLE   806 0 0
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 241,688 1,862 SH   SOLE   1,862 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 528,906 3,109 SH   SOLE   3,105 0 4
MCDONALDS CORP COM 580135101 BBG001S5T110 372,272 1,256 SH   SOLE   1,256 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 356,792 1,008 SH   SOLE   918 0 90
MICROSOFT CORP COM 594918104 BBG001S5TD05 592,177 1,575 SH   SOLE   1,244 0 331
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 415,986 840 SH   SOLE   442 0 398
ORION S.A. COM L72967109 BBG006MC4LQ6 831,900 30,000 SH   SOLE   30,000 0 0
PFIZER INC COM 717081103 BBG001S5V466 320,840 11,144 SH   SOLE   11,113 0 31
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 392,855 2,537 SH   SOLE   2,537 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 477,412 6,271 SH   SOLE   6,271 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 375,809 4,530 SH   SOLE   4,530 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9,074,403 120,478 SH   SOLE   111,605 0 8,873
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 9,915,015 209,886 SH   SOLE   194,026 0 15,860
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 12,383,971 64,339 SH   SOLE   59,509 0 4,830
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 21,387,553 44,997 SH   SOLE   41,582 0 3,415
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 12,864,993 25,356 SH   SOLE   23,412 0 1,944
SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 735,401 18,765 SH   SOLE   18,765 0 0
SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 460,802 5,510 SH   SOLE   5,510 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 373,581 1,503 SH   SOLE   1,260 0 243
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 431,994 2,025 SH   SOLE   1,590 0 435
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9,078,041 60,723 SH   SOLE   57,869 0 2,854
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 16,020,121 248,451 SH   SOLE   230,559 0 17,892
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 318,858 1,871 SH   SOLE   1,770 0 101
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 325,028 8,621 SH   SOLE   8,521 0 100
VISA INC COM CL A 92826C839 BBG001SRCFY3 329,652 1,266 SH   SOLE   864 0 402