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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   98,692 744 SH   SOLE   744 0 0
ABBVIE INC COM 00287Y109   158,188 755 SH   SOLE   755 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   120,135 385 SH   SOLE   385 0 0
ALPHABET INC CAP STK CL A 02079K305   408,653 2,643 SH   SOLE   2,643 0 0
ALPHABET INC CAP STK CL C 02079K107   158,417 1,014 SH   SOLE   1,014 0 0
AMAZON COM INC COM 023135106   252,665 1,328 SH   SOLE   1,328 0 0
AMETEK INC COM 031100100   438,441 2,547 SH   SOLE   2,547 0 0
AMGEN INC COM 031162100   1,558 5 SH   SOLE   5 0 0
AMPHENOL CORP NEW CL A 032095101   1,312 20 SH   SOLE   20 0 0
ANALOG DEVICES INC COM 032654105   472,109 2,341 SH   SOLE   2,341 0 0
APPLE INC COM 037833100   13,556,602 61,030 SH   SOLE   61,030 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   360,024 676 SH   SOLE   676 0 0
BROADCOM INC COM 11135F101   34,825 208 SH   SOLE   208 0 0
CHEVRON CORP NEW COM 166764100   131,155 784 SH   SOLE   784 0 0
CISCO SYS INC COM 17275R102   12,836 208 SH   SOLE   208 0 0
COCA COLA CO COM 191216100   123,358 1,722 SH   SOLE   1,722 0 0
COLUMBIA ETF TR II EM CORE EX ETF 19762B202   14,774,151 500,225 SH   SOLE   500,225 0 0
DBX ETF TR XTRACK MSCI EAFE 233051200   52,669,520 1,216,386 SH   SOLE   1,216,386 0 0
ELI LILLY & CO COM 532457108   48,729 59 SH   SOLE   59 0 0
EXXON MOBIL CORP COM 30231G102   89,554 753 SH   SOLE   753 0 0
GE AEROSPACE COM NEW 369604301   32,624 163 SH   SOLE   163 0 0
HOME DEPOT INC COM 437076102   3,298 9 SH   SOLE   9 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   427,991 1,721 SH   SOLE   1,721 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   231,624 1,200 SH   SOLE   1,200 0 0
ISHARES INC MSCI EMRG CHN 46434G764   7,661,917 139,080 SH   SOLE   139,080 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   249,124 7,128 SH   SOLE   7,128 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516   300,292 3,676 SH   SOLE   3,676 0 0
ISHARES TR CORE S&P500 ETF 464287200   682,709 1,215 SH   SOLE   1,215 0 0
ISHARES TR RUS 1000 ETF 464287622   459,497 1,498 SH   SOLE   1,498 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   15,007,051 41,560 SH   SOLE   41,560 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   16,243,663 51,139 SH   SOLE   51,139 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   954,395 10,190 SH   SOLE   10,190 0 0
ISHARES TR CORE S&P TTL STK 464287150   56,472,148 462,849 SH   SOLE   462,849 0 0
ISHARES TR CORE US AGGBD ET 464287226   260,061 2,629 SH   SOLE   2,629 0 0
JOHNSON & JOHNSON COM 478160104   418,139 2,521 SH   SOLE   2,521 0 0
JPMORGAN CHASE & CO. COM 46625H100   289,755 1,181 SH   SOLE   1,181 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101   1,441,031 216,371 SH   SOLE   216,371 0 0
MASTERCARD INCORPORATED CL A 57636Q104   59,745 109 SH   SOLE   109 0 0
MCDONALDS CORP COM 580135101   3,338,603 10,688 SH   SOLE   10,688 0 0
MERCK & CO INC COM 58933Y105   210,936 2,350 SH   SOLE   2,350 0 0
META PLATFORMS INC CL A 30303M102   805,190 1,397 SH   SOLE   1,397 0 0
MICROSOFT CORP COM 594918104   861,657 2,295 SH   SOLE   2,295 0 0
MORGAN STANLEY ETF TRUST CALVERT INTERNAT 61774R106   7,389,234 127,630 SH   SOLE   127,630 0 0
MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205   19,124,652 277,410 SH   SOLE   277,410 0 0
NETFLIX INC COM 64110L106   6,528 7 SH   SOLE   7 0 0
NEXTERA ENERGY INC COM 65339F101   709 10 SH   SOLE   10 0 0
NORFOLK SOUTHN CORP COM 655844108   120,320 508 SH   SOLE   508 0 0
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201   8,384,247 107,106 SH   SOLE   107,106 0 0
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   10,963,790 270,778 SH   SOLE   270,778 0 0
NVIDIA CORPORATION COM 67066G104   123,666 1,141 SH   SOLE   1,141 0 0
PACER FDS TR US CASH COWS 100 69374H881   45,014,946 822,041 SH   SOLE   822,041 0 0
PAYCHEX INC COM 704326107   197,016 1,277 SH   SOLE   1,277 0 0
PEPSICO INC COM 713448108   97,761 652 SH   SOLE   652 0 0
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 74255Y870   52,527,618 925,108 SH   SOLE   925,108 0 0
PROCTER AND GAMBLE CO COM 742718109   234,748 1,377 SH   SOLE   1,377 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   590,533 2,860 SH   SOLE   2,860 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   485,586 868 SH   SOLE   868 0 0
SPDR SER TR S&P DIVID ETF 78464A763   952,544 7,021 SH   SOLE   7,021 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101   11,523,721 394,108 SH   SOLE   394,108 0 0
SPDR SER TR PORTFLI INTRMDIT 78464A672   40,085,055 1,402,556 SH   SOLE   1,402,556 0 0
SPDR SER TR PORTFOLIO LN TSR 78464A664   25,290,057 927,735 SH   SOLE   927,735 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854   57,724,347 877,803 SH   SOLE   877,803 0 0
TESLA INC COM 88160R101   15,809 61 SH   SOLE   61 0 0
UNITEDHEALTH GROUP INC COM 91324P102   45,566 87 SH   SOLE   87 0 0
UPWORK INC COM 91688F104   307,602 23,571 SH   SOLE   23,571 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   37,045,743 134,790 SH   SOLE   134,790 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   329,930 642 SH   SOLE   642 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   16,457,540 44,381 SH   SOLE   44,381 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   9,136,019 158,584 SH   SOLE   158,584 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   2,459,346 39,603 SH   SOLE   39,603 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   51,741 1,141 SH   SOLE   1,141 0 0
VISA INC COM CL A 92826C839   54,321 155 SH   SOLE   155 0 0