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
ADVANSIX INC COM 00773T101 BBG00CWTTQ32 520,528 26,859 SH   SOLE   26,859 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 11,325,773 41,529 SH   SOLE   41,346 0 183
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 730,598 3,005 SH   SOLE   2,405 0 600
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 623,569 2,560 SH   SOLE   2,420 0 140
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,124,560 9,676 SH   SOLE   7,451 0 2,225
APPLE INC COM 037833100 BBG001S5N8V8 8,994,350 35,323 SH   SOLE   30,069 0 5,254
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 253,176 3,300 SH   SOLE   705 0 2,595
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4,756,424 9,461 SH   SOLE   9,301 0 160
C3 AI INC CL A 12468P104 BBG00Y6G6Y84 3,739,996 215,686 SH   SOLE   215,686 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 14,760,951 253,581 SH   SOLE   229,341 0 24,240
DISNEY WALT CO COM 254687106 BBG001S5QHF3 434,782 3,797 SH   SOLE   3,787 0 10
EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 501,189 55,380 SH   SOLE   44,780 0 10,600
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 508,423 29,628 SH   SOLE   15,099 0 14,529
GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 18,645,527 959,626 SH   SOLE   908,763 0 50,863
HOME DEPOT INC COM 437076102 BBG001S5RTW7 795,388 1,963 SH   SOLE   1,951 0 12
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 342,821 7,690 SH   SOLE   7,690 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 23,530,936 124,043 SH   SOLE   113,777 0 10,266
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 274,370 457 SH   SOLE   457 0 0
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 4,828,036 54,023 SH   SOLE   50,248 0 3,775
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 254,509 2,915 SH   SOLE   2,915 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 51,541,830 624,144 SH   SOLE   573,970 0 50,174
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 224,885 336 SH   SOLE   336 0 0
ISHARES TR GBL COMM SVC ETF 464287275 BBG001S6VVK8 354,704 2,870 SH   SOLE   2,870 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 249,909 2,820 SH   SOLE   2,820 0 0
ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 522,109 4,475 SH   SOLE   4,475 0 0
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 450,913 14,260 SH   SOLE   14,260 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 377,539 806 SH   SOLE   806 0 0
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 370,763 1,893 SH   SOLE   1,893 0 0
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 303,754 2,027 SH   SOLE   2,027 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 357,305 1,927 SH   SOLE   1,842 0 85
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 960,222 3,044 SH   SOLE   2,975 0 69
MCDONALDS CORP COM 580135101 BBG001S5T110 340,209 1,120 SH   SOLE   1,120 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 714,640 973 SH   SOLE   883 0 90
MICROSOFT CORP COM 594918104 BBG001S5TD05 724,287 1,398 SH   SOLE   1,006 0 392
NETFLIX INC COM 64110L106 BBG001SF6L46 369,268 308 SH   SOLE   305 0 3
NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 BBG001S70MD8 196,295 13,575 SH   SOLE   13,575 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,315,153 12,408 SH   SOLE   7,802 0 4,606
ORACLE CORP COM 68389X105 BBG001S5SJG6 325,395 1,157 SH   SOLE   1,135 0 22
ORION S.A. COM L72967109 BBG006MC4LQ6 494,110 65,186 SH   SOLE   65,186 0 0
PEPSICO INC COM 713448108 BBG001S695T1 295,627 2,105 SH   SOLE   2,105 0 0
PFIZER INC COM 717081103 BBG001S5V466 276,146 10,838 SH   SOLE   10,806 0 32
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 615,047 3,061 SH   SOLE   3,061 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 200,814 8,626 SH   SOLE   8,626 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 228,692 9,744 SH   SOLE   9,744 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 606,470 22,215 SH   SOLE   22,215 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 548,852 17,200 SH   SOLE   16,972 0 228
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 10,598,177 357,563 SH   SOLE   328,856 0 28,707
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 12,167,295 436,104 SH   SOLE   402,565 0 33,539
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 509,287 9,454 SH   SOLE   9,454 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 426,446 2,765 SH   SOLE   2,765 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 462,266 1,929 SH   SOLE   1,929 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 292,675 2,103 SH   SOLE   2,103 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 26,496,650 94,006 SH   SOLE   88,023 0 5,983
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 42,358,741 63,585 SH   SOLE   58,646 0 4,939
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 17,186,800 28,835 SH   SOLE   26,640 0 2,195
SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 BBG001SG4275 407,891 4,325 SH   SOLE   4,325 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 235,907 530 SH   SOLE   291 0 239
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 220,461 867 SH   SOLE   867 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 279,176 1,497 SH   SOLE   1,497 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 6,168,050 77,294 SH   SOLE   75,347 0 1,947
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 226,257 3,080 SH   SOLE   3,080 0 0
VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 214,013 1,140 SH   SOLE   1,140 0 0
VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 235,710 595 SH   SOLE   595 0 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 219,074 1,025 SH   SOLE   1,025 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 408,706 1,197 SH   SOLE   790 0 407