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
Estimated average burden
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
10X GENOMICS INC CL A COM 88025U109   280 7,467 SH   SOLE   0 0 7,467
3M CO COM 88579Y101   775 7,307 SH   SOLE   0 0 7,307
ABBVIE INC COM 00287Y109   3,247 17,830 SH   SOLE   0 0 17,830
ADOBE INC COM 00724F101   1,137 2,254 SH   SOLE   0 0 2,254
ADVANCED MICRO DEVICES INC COM 007903107   1,427 7,907 SH   SOLE   0 0 7,907
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,672 12,972 SH   SOLE   0 0 12,972
ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106   215 20,259 SH   SOLE   0 0 20,259
ALPHABET INC CAP STK CL A 02079K305   5,124 33,950 SH   SOLE   0 0 33,950
ALPHABET INC CAP STK CL C 02079K107   377 2,473 SH   SOLE   0 0 2,473
AMAZON COM INC COM 023135106   4,315 23,922 SH   SOLE   0 0 23,922
AMERICAN EXPRESS CO COM 025816109   1,399 6,145 SH   SOLE   0 0 6,145
AMGEN INC COM 031162100   2,614 9,194 SH   SOLE   0 0 9,194
APPLE INC COM 037833100   9,382 54,712 SH   SOLE   0 0 54,712
ASML HOLDING N V N Y REGISTRY SHS N07059210   514 530 SH   SOLE   0 0 530
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   594 32,163 SH   SOLE   0 0 32,163
BANK AMERICA CORP COM 060505104   883 23,280 SH   SOLE   0 0 23,280
BANK NEW YORK MELLON CORP COM 064058100   266 4,613 SH   SOLE   0 0 4,613
BLUE OWL CAPITAL CORPORATION COM 69121K104   455 29,568 SH   SOLE   0 0 29,568
BOSTON PROPERTIES INC COM 101121101   377 5,772 SH   SOLE   0 0 5,772
BRANDYWINE RLTY TR SH BEN INT NEW 105368203   377 78,491 SH   SOLE   0 0 78,491
BRISTOL-MYERS SQUIBB CO COM 110122108   1,447 26,690 SH   SOLE   0 0 26,690
BROADCOM INC COM 11135F101   1,850 1,396 SH   SOLE   0 0 1,396
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   857 34,899 SH   SOLE   0 0 34,899
CHEVRON CORP NEW COM 166764100   2,274 14,415 SH   SOLE   0 0 14,415
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601   74 29,900 SH   SOLE   0 0 29,900
CISCO SYS INC COM 17275R102   2,462 49,335 SH   SOLE   0 0 49,335
CITIGROUP INC COM NEW 172967424   1,122 17,738 SH   SOLE   0 0 17,738
CLEARWAY ENERGY INC CL C 18539C204   684 29,678 SH   SOLE   0 0 29,678
COCA COLA CO COM 191216100   561 9,167 SH   SOLE   0 0 9,167
CROWN CASTLE INC COM 22822V101   817 7,719 SH   SOLE   0 0 7,719
DEERE & CO COM 244199105   1,472 3,583 SH   SOLE   0 0 3,583
DELTA AIR LINES INC DEL COM NEW 247361702   836 17,464 SH   SOLE   0 0 17,464
DIAMOND HILL INVT GROUP INC COM NEW 25264R207   538 3,489 SH   SOLE   0 0 3,489
DISNEY WALT CO COM 254687106   1,257 10,271 SH   SOLE   0 0 10,271
ECOFIN SUSTAINABLE AND SOCIA COM SH BEN INT 27901F109   1,367 115,735 SH   SOLE   0 0 115,735
ENBRIDGE INC COM 29250N105   820 22,665 SH   SOLE   0 0 22,665
EQT CORP COM 26884L109   781 21,071 SH   SOLE   0 0 21,071
EXELON CORP COM 30161N101   784 20,880 SH   SOLE   0 0 20,880
FIDELITY COVINGTON TRUST LOW VOLITY ETF 316092824   11,826 210,504 SH   SOLE   0 0 210,504
FISERV INC COM 337738108   1,994 12,479 SH   SOLE   0 0 12,479
FORD MTR CO DEL COM 345370860   1,588 119,551 SH   SOLE   0 0 119,551
FRANKLIN RESOURCES INC COM 354613101   739 26,298 SH   SOLE   0 0 26,298
GENERAC HLDGS INC COM 368736104   648 5,135 SH   SOLE   0 0 5,135
GILEAD SCIENCES INC COM 375558103   1,954 26,673 SH   SOLE   0 0 26,673
GOLUB CAP BDC INC COM 38173M102   800 48,133 SH   SOLE   0 0 48,133
GRANITE PT MTG TR INC COM STK 38741L107   257 53,816 SH   SOLE   0 0 53,816
GSK PLC SPONSORED ADR 37733W204   850 19,816 SH   SOLE   0 0 19,816
HERCULES CAPITAL INC COM 427096508   941 50,978 SH   SOLE   0 0 50,978
HERSHEY CO COM 427866108   293 1,508 SH   SOLE   0 0 1,508
HEWLETT PACKARD ENTERPRISE C COM 42824C109   513 28,920 SH   SOLE   0 0 28,920
HOLOGIC INC COM 436440101   920 11,799 SH   SOLE   0 0 11,799
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   1,234 33,156 SH   SOLE   0 0 33,156
HP INC COM 40434L105   915 30,292 SH   SOLE   0 0 30,292
HUBBELL INC COM 443510607   1,054 2,540 SH   SOLE   0 0 2,540
INTEL CORP COM 458140100   1,737 39,322 SH   SOLE   0 0 39,322
INTERNATIONAL BUSINESS MACHS COM 459200101   3,431 17,967 SH   SOLE   0 0 17,967
ISHARES INC EM MKTS DIV ETF 464286319   240 9,161 SH   SOLE   0 0 9,161
ISHARES TR CORE 1 5 YR USD 46432F859   7,927 167,088 SH   SOLE   0 0 167,088
ISHARES TR CORE MSCI EAFE 46432F842   31,822 428,746 SH   SOLE   0 0 428,746
ISHARES TR MSCI INTL QUALTY 46434V456   21,780 549,174 SH   SOLE   0 0 549,174
ISHARES TR US REGNL BKS ETF 464288778   4,308 99,312 SH   SOLE   0 0 99,312
ISHARES TR CORE S&P500 ETF 464287200   109,405 208,101 SH   SOLE   0 0 208,101
ISHARES TR SHRT NAT MUN ETF 464288158   7,013 66,965 SH   SOLE   0 0 66,965
ISHARES TR CORE S&P MCP ETF 464287507   9,807 161,458 SH   SOLE   0 0 161,458
ISHARES TR RUSSELL 2000 ETF 464287655   5,317 25,284 SH   SOLE   0 0 25,284
ISHARES TR CORE S&P SCP ETF 464287804   5,055 45,739 SH   SOLE   0 0 45,739
ISHARES TR CORE US AGGBD ET 464287226   494 5,048 SH   SOLE   0 0 5,048
ISHARES TR MSCI USA QLT FCT 46432F339   994 6,051 SH   SOLE   0 0 6,051
ISHARES TR CORE MSCI TOTAL 46432F834   3,021 44,513 SH   SOLE   0 0 44,513
ISHARES TR INTL SEL DIV ETF 464288448   288 10,274 SH   SOLE   0 0 10,274
ISHARES TR RUS 1000 ETF 464287622   809 2,810 SH   SOLE   0 0 2,810
ISHARES TR CORE HIGH DV ETF 46429B663   536 4,866 SH   SOLE   0 0 4,866
ISHARES TR RUS MID CAP ETF 464287499   303 3,598 SH   SOLE   0 0 3,598
JOHNSON & JOHNSON COM 478160104   1,523 9,629 SH   SOLE   0 0 9,629
JPMORGAN CHASE & CO COM 46625H100   3,176 15,857 SH   SOLE   0 0 15,857
KENVUE INC COM 49177J102   1,214 56,590 SH   SOLE   0 0 56,590
KRAFT HEINZ CO COM 500754106   1,230 33,337 SH   SOLE   0 0 33,337
LAM RESEARCH CORP COM 512807108   1,286 1,324 SH   SOLE   0 0 1,324
LOWES COS INC COM 548661107   1,700 6,673 SH   SOLE   0 0 6,673
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   925 9,044 SH   SOLE   0 0 9,044
MARRIOTT INTL INC NEW CL A 571903202   1,740 6,897 SH   SOLE   0 0 6,897
MASCO CORP COM 574599106   1,458 18,478 SH   SOLE   0 0 18,478
MASTERCARD INCORPORATED CL A 57636Q104   213 442 SH   SOLE   0 0 442
MCKESSON CORP COM 58155Q103   2,377 4,428 SH   SOLE   0 0 4,428
MERCK & CO INC COM 58933Y105   1,442 10,927 SH   SOLE   0 0 10,927
META PLATFORMS INC CL A 30303M102   2,689 5,537 SH   SOLE   0 0 5,537
METTLER TOLEDO INTERNATIONAL COM 592688105   953 716 SH   SOLE   0 0 716
MICRON TECHNOLOGY INC COM 595112103   236 2,000 SH   SOLE   0 0 2,000
MICROSOFT CORP COM 594918104   8,551 20,324 SH   SOLE   0 0 20,324
MICROSTRATEGY INC CL A NEW 594972408   205 120 SH   SOLE   0 0 120
MODERNA INC COM 60770K107   518 4,863 SH   SOLE   0 0 4,863
MOSAIC CO NEW COM 61945C103   446 13,736 SH   SOLE   0 0 13,736
NETFLIX INC COM 64110L106   2,053 3,381 SH   SOLE   0 0 3,381
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   1,527 50,753 SH   SOLE   0 0 50,753
NOKIA CORP SPONSORED ADR 654902204   55 15,448 SH   SOLE   0 0 15,448
NOVARTIS AG SPONSORED ADR 66987V109   1,180 12,199 SH   SOLE   0 0 12,199
NOVO-NORDISK A S ADR 670100205   490 3,813 SH   SOLE   0 0 3,813
NUCOR CORP COM 670346105   1,642 8,296 SH   SOLE   0 0 8,296
NVIDIA CORPORATION COM 67066G104   6,834 7,563 SH   SOLE   0 0 7,563
OHIO VY BANC CORP COM 677719106   2,321 94,909 SH   SOLE   0 0 94,909
ORACLE CORP COM 68389X105   1,824 14,520 SH   SOLE   0 0 14,520
PATTERSON COS INC COM 703395103   650 23,498 SH   SOLE   0 0 23,498
PELOTON INTERACTIVE INC CL A COM 70614W100   46 10,726 SH   SOLE   0 0 10,726
PROCTER AND GAMBLE CO COM 742718109   1,674 10,317 SH   SOLE   0 0 10,317
PROSHARES TR BITCOIN STRATE 74347G440   258 8,000 SH   SOLE   0 0 8,000
PRUDENTIAL FINL INC COM 744320102   1,000 8,519 SH   SOLE   0 0 8,519
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   234 3,500 SH   SOLE   0 0 3,500
PURECYCLE TECHNOLOGIES INC COM 74623V103   42,185 6,782,137 SH   SOLE   0 0 6,782,137
PURECYCLE TECHNOLOGIES INC UNIT 03/17/2026 74623V202   81 11,050 SH   SOLE   0 0 11,050
QUALCOMM INC COM 747525103   1,383 8,167 SH   SOLE   0 0 8,167
QUANTA SVCS INC COM 74762E102   1,822 7,015 SH   SOLE   0 0 7,015
REALTY INCOME CORP COM 756109104   462 8,533 SH   SOLE   0 0 8,533
ROPER TECHNOLOGIES INC COM 776696106   1,933 3,446 SH   SOLE   0 0 3,446
S&P GLOBAL INC COM 78409V104   1,364 3,206 SH   SOLE   0 0 3,206
SELECT SECTOR SPDR TR ENERGY 81369Y506   203 2,145 SH   SOLE   0 0 2,145
SL GREEN RLTY CORP COM 78440X887   415 7,525 SH   SOLE   0 0 7,525
SMUCKER J M CO COM NEW 832696405   1,834 14,569 SH   SOLE   0 0 14,569
SPDR SER TR S&P BIOTECH 78464A870   8,936 94,176 SH   SOLE   0 0 94,176
SPROUTS FMRS MKT INC COM 85208M102   312 4,845 SH   SOLE   0 0 4,845
STANLEY BLACK & DECKER INC COM 854502101   620 6,335 SH   SOLE   0 0 6,335
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   439 3,225 SH   SOLE   0 0 3,225
TARGET CORP COM 87612E106   1,078 6,085 SH   SOLE   0 0 6,085
TESLA INC COM 88160R101   954 5,426 SH   SOLE   0 0 5,426
TEXAS INSTRS INC COM 882508104   1,936 11,113 SH   SOLE   0 0 11,113
THERMO FISHER SCIENTIFIC INC COM 883556102   1,820 3,131 SH   SOLE   0 0 3,131
TOTALENERGIES SE SPONSORED ADS 89151E109   1,167 16,958 SH   SOLE   0 0 16,958
TOYOTA MOTOR CORP ADS 892331307   667 2,649 SH   SOLE   0 0 2,649
TRANSMEDICS GROUP INC COM 89377M109   372 5,030 SH   SOLE   0 0 5,030
UGI CORP NEW COM 902681105   586 23,893 SH   SOLE   0 0 23,893
UNDER ARMOUR INC CL C 904311206   103 14,444 SH   SOLE   0 0 14,444
UNILEVER PLC SPON ADR NEW 904767704   943 18,788 SH   SOLE   0 0 18,788
VANGUARD INDEX FDS TOTAL STK MKT 922908769   6,458 24,849 SH   SOLE   0 0 24,849
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   687 1,430 SH   SOLE   0 0 1,430
VERIZON COMMUNICATIONS INC COM 92343V104   2,900 69,122 SH   SOLE   0 0 69,122
VISA INC COM CL A 92826C839   2,285 8,189 SH   SOLE   0 0 8,189
WALGREENS BOOTS ALLIANCE INC COM 931427108   320 14,739 SH   SOLE   0 0 14,739
WISDOMTREE TR US SMALLCAP DIVD 97717W604   267 8,164 SH   SOLE   0 0 8,164