AMAZON COM INC COM Stock 023135106 963497 4626 SH SOLE 0 0 4626 VANGUARD LARGE-CAP ETF ETF 922908637 56654130 189574 SH SOLE 0 0 189574 DIMENSIONAL U.S. EQUITY MARKET ETF ETF 25434V401 46687008 658393 SH SOLE 0 0 658393 DIMENSIONAL U.S. SMALL CAP ETF ETF 25434V500 34156160 480193 SH SOLE 0 0 480193 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 28002152 436987 SH SOLE 0 0 436987 DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF ETF 25434V799 27589165 776503 SH SOLE 0 0 776503 VANGUARD SMALL-CAP ETF ETF 922908751 22924827 87526 SH SOLE 0 0 87526 VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF ETF 921946885 11965709 182154 SH SOLE 0 0 182154 VANGUARD REAL ESTATE ETF ETF 922908553 11762662 132612 SH SOLE 0 0 132612 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 11566735 214001 SH SOLE 0 0 214001 DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF ETF 25434V732 11220056 324748 SH SOLE 0 0 324748 VANGUARD GROWTH ETF ETF 922908736 10897911 24950 SH SOLE 0 0 24950 VANGUARD INTERMEDIATE-TERM CORPORATE 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BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 3497202 7298 SH SOLE 0 0 7298 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 3402862 132717 SH SOLE 0 0 132717 ELI LILLY & CO COM Stock 532457108 3083069 3352 SH SOLE 0 0 3352 VANGUARD VALUE ETF ETF 922908744 2868836 14622 SH SOLE 0 0 14622 WALMART INC COM Stock 931142103 1949084 15683 SH SOLE 0 0 15683 JOHNSON & JOHNSON COM Stock 478160104 1853589 7583 SH SOLE 0 0 7583 CINCINNATI FINL CORP COM Stock 172062101 1568622 9969 SH SOLE 0 0 9969 JPMORGAN CHASE & CO COM Stock 46625H100 1526985 5191 SH SOLE 0 0 5191 STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 1488422 31119 SH SOLE 0 0 31119 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 1436280 2 SH SOLE 0 0 2 MICROSOFT CORP COM Stock 594918104 1417792 3830 SH SOLE 0 0 3830 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 1250235 11778 SH SOLE 0 0 11778 VANGUARD MID-CAP ETF ETF 922908629 1238033 4311 SH SOLE 0 0 4311 JOHNSON CTLS INTL PLC SHS Stock G51502105 1064100 8126 SH SOLE 0 0 8126 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 1016301 34948 SH SOLE 0 0 34948 STATE STREET SPDR S&P 500 ETF ETF 78462F103 997489 1534 SH SOLE 0 0 1534 ABBVIE INC COM Stock 00287Y109 875274 4024 SH SOLE 0 0 4024 MCDONALDS CORP COM Stock 580135101 786299 2530 SH SOLE 0 0 2530 ISHARES RUSSELL 1000 ETF ETF 464287622 715616 2007 SH SOLE 0 0 2007 ANALOG DEVICES INC COM Stock 032654105 705953 2219 SH SOLE 0 0 2219 NVIDIA CORPORATION COM Stock 67066G104 699174 4009 SH SOLE 0 0 4009 VANGUARD S&P 500 ETF ETF 922908363 693564 1161 SH SOLE 0 0 1161 GE AEROSPACE COM NEW Stock 369604301 626848 2209 SH SOLE 0 0 2209 LINDE PLC SHS Stock G54950103 610281 1231 SH SOLE 0 0 1231 AFLAC INC COM Stock 001055102 597920 5450 SH SOLE 0 0 5450 NEXTERA ENERGY INC COM Stock 65339F101 596197 6419 SH SOLE 0 0 6419 TJX COS INC NEW COM Stock 872540109 575080 3601 SH SOLE 0 0 3601 L3HARRIS TECHNOLOGIES INC COM Stock 502431109 565356 1638 SH SOLE 0 0 1638 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 544564 3677 SH SOLE 0 0 3677 META PLATFORMS INC CL A Stock 30303M102 541235 946 SH SOLE 0 0 946 CATERPILLAR INC COM Stock 149123101 531345 750 SH SOLE 0 0 750 NORFOLK SOUTHN CORP COM Stock 655844108 529802 1846 SH SOLE 0 0 1846 VANGUARD SHORT-TERM BOND ETF ETF 921937827 522054 6658 SH SOLE 0 0 6658 VANGUARD SHORT-TERM TAX EXEMPT BOND ETF ETF 921935870 495181 4896 SH SOLE 0 0 4896 WW GRAINGER INC COM Stock 384802104 491955 451 SH SOLE 0 0 451 ALPHABET INC CAP STK CL C Stock 02079K107 477048 1663 SH SOLE 0 0 1663 EXXON MOBIL CORP COM Stock 30231G102 474030 2794 SH SOLE 0 0 2794 INVESCO QQQ TRUST SERIES I ETF 46090E103 468828 812 SH SOLE 0 0 812 CHEVRON CORPORATION COM Stock 166764100 461594 2231 SH SOLE 0 0 2231 GE VERNOVA INC COM Stock 36828A101 454781 521 SH SOLE 0 0 521 CONSOLIDATED EDISON INC COM Stock 209115104 454191 4013 SH SOLE 0 0 4013 RTX CORPORATION COM Stock 75513E101 437111 2266 SH SOLE 0 0 2266 ILLINOIS TOOL WKS INC COM Stock 452308109 421168 1618 SH SOLE 0 0 1618 ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 394627 1348 SH SOLE 0 0 1348 PROCTER & GAMBLE CO COM Stock 742718109 392877 2720 SH SOLE 0 0 2720 EMERSON ELEC CO COM Stock 291011104 392143 2993 SH SOLE 0 0 2993 MORGAN STANLEY COM NEW Stock 617446448 383284 2329 SH SOLE 0 0 2329 GENERAL DYNAMICS CORP COM Stock 369550108 382347 1114 SH SOLE 0 0 1114 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 381463 4947 SH SOLE 0 0 4947 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 379256 15323 SH SOLE 0 0 15323 ISHARES GOLD TRUST ETF 464285204 373534 4237 SH SOLE 0 0 4237 ISHARES CORE S&P 500 ETF ETF 464287200 359266 550 SH SOLE 0 0 550 PEPSICO INC COM Stock 713448108 358720 2310 SH SOLE 0 0 2310 BLACKROCK INC COM Stock 09290D101 358718 373 SH SOLE 0 0 373 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 349894 5977 SH SOLE 0 0 5977 DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF ETF 25434V633 347255 6966 SH SOLE 0 0 6966 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 342765 1687 SH SOLE 0 0 1687 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 342611 3217 SH SOLE 0 0 3217 STRYKER CORPORATION COM Stock 863667101 339762 1034 SH SOLE 0 0 1034 LOWES COS INC COM Stock 548661107 339062 1435 SH SOLE 0 0 1435 VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF 922021605 338358 3415 SH SOLE 0 0 3415 AIR PRODUCTS AND CHEMICALS INC COM Stock 009158106 332611 1145 SH SOLE 0 0 1145 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 327731 2466 SH SOLE 0 0 2466 VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 324012 1072 SH SOLE 0 0 1072 PAYCHEX INC COM Stock 704326107 316893 3440 SH SOLE 0 0 3440 ISHARES MSCI EAFE GROWTH ETF ETF 464288885 309274 2777 SH SOLE 0 0 2777 SYSCO CORP COM Stock 871829107 305934 4289 SH SOLE 0 0 4289 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 302868 1579 SH SOLE 0 0 1579 WEC ENERGY GROUP INC COM Stock 92939U106 302160 2610 SH SOLE 0 0 2610 OLD NATL BANCORP IND COM Stock 680033107 298836 13522 SH SOLE 0 0 13522 ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 295680 4480 SH SOLE 0 0 4480 BP PLC SPONSORED ADR ADR 055622104 294408 6264 SH SOLE 0 0 6264 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 292782 420 SH SOLE 0 0 420 VISA INC COM CL A Stock 92826C839 291964 966 SH SOLE 0 0 966 ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 290960 6188 SH SOLE 0 0 6188 ISHARES S&P 500 GROWTH ETF ETF 464287309 288657 2552 SH SOLE 0 0 2552 CISCO SYS INC COM Stock 17275R102 276841 3568 SH SOLE 0 0 3568 AVANTIS U.S. SMALL CAP VALUE ETF ETF 025072877 273634 2477 SH SOLE 0 0 2477 ISHARES MSCI INTL QUALITY FACTOR ETF ETF 46434V456 267071 5777 SH SOLE 0 0 5777 TARGET CORP COM Stock 87612E106 266761 2201 SH SOLE 0 0 2201 ALPHABET INC CAP STK CL A Stock 02079K305 265705 924 SH SOLE 0 0 924 NOVARTIS AG SPONSORED ADR ADR 66987V109 265021 1735 SH SOLE 0 0 1735 STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF 81369Y407 263296 2416 SH SOLE 0 0 2416 STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 262166 566 SH SOLE 0 0 566 ISHARES S&P 500 VALUE ETF ETF 464287408 261826 1240 SH SOLE 0 0 1240 FIDELITY QUALITY FACTOR ETF ETF 316092790 253229 3488 SH SOLE 0 0 3488 COLGATE PALMOLIVE CO COM Stock 194162103 250576 2940 SH SOLE 0 0 2940 VANGUARD S&P 500 GROWTH ETF ETF 921932505 247060 606 SH SOLE 0 0 606 ADVANCED MICRO DEVICES INC COM Stock 007903107 224587 1104 SH SOLE 0 0 1104 ABBOTT LABORATORIES COM Stock 002824100 223923 2181 SH SOLE 0 0 2181 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 220885 911 SH SOLE 0 0 911 PHILLIPS 66 COM Stock 718546104 219891 1207 SH SOLE 0 0 1207 SHERWIN WILLIAMS CO COM Stock 824348106 216371 675 SH SOLE 0 0 675 SPDR GOLD SHARES ETF 78463V107 215145 500 SH SOLE 0 0 500 AT&T INC COM Stock 00206R102 202553 6987 SH SOLE 0 0 6987 PHILIP MORRIS INTL INC COM Stock 718172109 201053 1216 SH SOLE 0 0 1216