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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 801,924 4,529 SH   SOLE   4,141 0 389
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 293,269 1,018 SH   SOLE   942 0 76
ADOBE INC COM 00724F101 BBG001S5NCQ5 1,758,668 4,997 SH   SOLE   4,733 0 264
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 690,980 6,581 SH   SOLE   6,494 0 86
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,194,086 20,561 SH   SOLE   18,753 0 1,808
AMAZON COM INC COM 023135106 BBG001S5PQL7 6,588,514 36,481 SH   SOLE   31,248 0 5,234
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 438,331 2,978 SH   SOLE   2,861 0 117
AMGEN INC COM 031162100 BBG001S5NNL6 1,657,123 5,963 SH   SOLE   5,856 0 107
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 403,062 3,185 SH   SOLE   3,144 0 41
APPLE INC COM 037833100 BBG001S5N8V8 4,925,677 24,075 SH   SOLE   20,171 0 3,904
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,062,502 7,400 SH   SOLE   7,142 0 258
APTIV PLC COM SHS G3265R107 BBG01R914M77 560,341 10,511 SH   SOLE   10,370 0 141
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,859,667 47,991 SH   SOLE   44,436 0 3,556
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3,692,834 7,010 SH   SOLE   5,768 0 1,242
BIOGEN INC COM 09062X103 BBG001S67826 1,046,131 8,853 SH   SOLE   8,351 0 502
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 997,485 17,151 SH   SOLE   16,278 0 873
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 BBG01GQYLJY8 894,361 17,242 SH   SOLE   16,812 0 430
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 463,508 98 SH   SOLE   90 0 8
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,059,572 5,989 SH   SOLE   4,519 0 1,470
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 422,800 3,093 SH   SOLE   2,944 0 149
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 400,562 1,408 SH   SOLE   1,388 0 20
CINTAS CORP COM 172908105 BBG001S7CRG1 995,800 4,795 SH   SOLE   4,332 0 463
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,199,940 30,013 SH   SOLE   27,495 0 2,517
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1,296,740 6,924 SH   SOLE   6,606 0 318
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 4,102,685 4,204 SH   SOLE   3,812 0 392
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 358,063 1,824 SH   SOLE   1,720 0 104
DEERE & CO COM 244199105 BBG001S5QFF7 2,174,369 4,764 SH   SOLE   4,500 0 264
DISNEY WALT CO COM 254687106 BBG001S5QHF3 849,467 9,732 SH   SOLE   8,804 0 927
ECOLAB INC COM 278865100 BBG001S5QRB5 313,786 1,319 SH   SOLE   1,242 0 77
ELI LILLY & CO COM 532457108 BBG001S5STL8 955,534 1,152 SH   SOLE   1,015 0 137
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1,139,740 10,615 SH   SOLE   9,134 0 1,481
FASTENAL CO COM 311900104 BBG001S5R1F7 421,123 5,252 SH   SOLE   5,052 0 200
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 BBG006H1W526 4,213,982 85,286 SH   SOLE   83,223 0 2,063
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 974,901 5,034 SH   SOLE   4,423 0 611
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 774,875 1,464 SH   SOLE   1,411 0 53
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 438,508 1,305 SH   SOLE   1,265 0 40
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,111,835 5,925 SH   SOLE   5,398 0 527
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 802,845 4,069 SH   SOLE   3,955 0 114
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 315,641 1,334 SH   SOLE   1,306 0 28
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 281,374 3,835 SH   SOLE   3,727 0 108
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 209,525 854 SH   SOLE   648 0 205
INTUIT COM 461202103 BBG001S6TWR2 2,215,259 3,717 SH   SOLE   3,472 0 245
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 BBG001T06LJ2 2,289,998 102,232 SH   SOLE   99,850 0 2,382
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 BBG001S8JG85 609,649 5,251 SH   SOLE   4,753 0 498
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 586,801 3,559 SH   SOLE   3,253 0 306
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 6,055,204 13,321 SH   SOLE   12,131 0 1,190
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 569,122 3,870 SH   SOLE   3,810 0 60
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1,253,333 20,176 SH   SOLE   18,307 0 1,869
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 563,597 10,580 SH   SOLE   0 0 10,580
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 4,145,882 120,450 SH   SOLE   117,593 0 2,857
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 1,736,922 21,010 SH   SOLE   20,568 0 442
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 1,231,981 12,271 SH   SOLE   11,976 0 295
ISHARES TR A RATE CP BD ETF 46429B291 BBG002NCM1M2 3,351,215 71,607 SH   SOLE   69,834 0 1,773
ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1,479,975 25,178 SH   SOLE   23,301 0 1,877
ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 315,263 6,237 SH   SOLE   5,080 0 1,157
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 14,396,173 187,450 SH   SOLE   180,469 0 6,981
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 1,150,217 16,378 SH   SOLE   15,778 0 599
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 4,387,880 78,848 SH   SOLE   70,269 0 8,579
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 2,191,556 22,388 SH   SOLE   21,800 0 588
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 4,180,382 35,788 SH   SOLE   31,954 0 3,834
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 223,366 415 SH   SOLE   415 0 0
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 3,922,942 86,237 SH   SOLE   85,349 0 888
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 7,181,579 73,506 SH   SOLE   60,846 0 12,661
ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1,483,927 22,777 SH   SOLE   21,535 0 1,242
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 4,083,406 68,422 SH   SOLE   65,249 0 3,173
ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 878,365 20,508 SH   SOLE   20,147 0 361
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 15,167,330 183,380 SH   SOLE   175,685 0 7,694
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 2,547,009 69,762 SH   SOLE   68,117 0 1,645
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 16,683,703 143,048 SH   SOLE   138,085 0 4,963
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 8,979,568 191,789 SH   SOLE   188,594 0 3,196
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 2,641,985 116,644 SH   SOLE   114,312 0 2,332
ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 1,278,377 18,783 SH   SOLE   17,979 0 804
ISHARES TR ESG MSCI KLD 400 464288570 BBG001SRYH02 3,027,072 30,860 SH   SOLE   26,731 0 4,129
ISHARES TR ESG MSCI USA ETF 46436E767 BBG00VHK2B74 952,401 21,231 SH   SOLE   20,437 0 794
ISHARES TR ESG SELECT SCRE 46436E551 BBG00XDJF7W4 3,222,042 86,289 SH   SOLE   82,832 0 3,457
ISHARES TR INVESTMENT GRADE 46435G219 BBG00H4BPM52 1,037,100 23,453 SH   SOLE   22,872 0 582
ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 2,163,287 41,562 SH   SOLE   40,988 0 574
ISHARES TR MBS ETF 464288588 BBG001SSD8B1 11,938,355 129,231 SH   SOLE   127,257 0 1,974
ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 565,119 6,996 SH   SOLE   6,484 0 512
ISHARES TR MSCI LW CRB TG 46434V464 BBG007PGJH85 723,174 3,870 SH   SOLE   2,239 0 1,631
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1,485,438 16,437 SH   SOLE   15,660 0 777
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 6,070,704 37,091 SH   SOLE   33,298 0 3,793
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 31,593,884 305,284 SH   SOLE   291,324 0 13,961
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 3,440,506 42,096 SH   SOLE   40,097 0 1,999
ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 12,262,920 93,113 SH   SOLE   85,971 0 7,141
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 266,350 1,400 SH   SOLE   1,400 0 0
ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 3,553,526 19,800 SH   SOLE   18,098 0 1,702
ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 1,375,473 13,077 SH   SOLE   12,770 0 307
ISHARES TR U.S. INSRNCE ETF 464288786 BBG001SQZTC4 278,799 2,140 SH   SOLE   1,962 0 178
J P MORGAN EXCHANGE TRADED F U S TECH LEADERS 46654Q732 BBG01J9W2923 578,043 8,817 SH   SOLE   8,018 0 799
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2,109,180 13,574 SH   SOLE   12,713 0 862
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 2,767,721 11,490 SH   SOLE   10,184 0 1,306
LINDE PLC SHS G54950103 BBG01FND0CH6 309,830 691 SH   SOLE   615 0 76
MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 373,961 750 SH   SOLE   744 0 6
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 792,104 1,495 SH   SOLE   1,359 0 135
MCDONALDS CORP COM 580135101 BBG001S5T110 232,621 730 SH   SOLE   598 0 132
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,006,154 3,856 SH   SOLE   3,270 0 586
METLIFE INC COM 59156R108 BBG001S5T3R8 654,419 8,815 SH   SOLE   8,662 0 153
MICROSOFT CORP COM 594918104 BBG001S5TD05 6,695,826 17,885 SH   SOLE   13,478 0 4,406
MOODYS CORP COM 615369105 BBG001S5VP87 293,785 682 SH   SOLE   626 0 56
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 487,130 7,241 SH   SOLE   6,988 0 253
NIKE INC CL B 654106103 BBG001S6NTK2 650,667 11,338 SH   SOLE   11,028 0 310
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,634,104 54,854 SH   SOLE   47,354 0 7,500
ORACLE CORP COM 68389X105 BBG001S5SJG6 411,491 3,132 SH   SOLE   2,959 0 173
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 495,600 359 SH   SOLE   345 0 14
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 326,581 1,940 SH   SOLE   1,753 0 187
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 698,134 1,202 SH   SOLE   1,183 0 19
PAYCHEX INC COM 704326107 BBG001S5V135 479,512 3,348 SH   SOLE   3,270 0 78
PEPSICO INC COM 713448108 BBG001S695T1 394,746 2,775 SH   SOLE   2,546 0 229
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,055,172 12,401 SH   SOLE   11,517 0 883
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 308,826 3,043 SH   SOLE   2,941 0 102
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 709,939 1,208 SH   SOLE   1,177 0 31
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 454,732 3,781 SH   SOLE   3,475 0 306
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1,245,253 2,648 SH   SOLE   2,527 0 121
SALESFORCE INC COM 79466L302 BBG001SDLP09 313,177 1,250 SH   SOLE   1,164 0 86
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 6,562,385 326,812 SH   SOLE   301,272 0 25,540
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 576,650 4,249 SH   SOLE   3,855 0 394
SERVICENOW INC COM 81762P102 BBG001T4JFC0 726,554 894 SH   SOLE   850 0 44
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 282,203 713 SH   SOLE   713 0 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 6,247,298 161,262 SH   SOLE   152,412 0 8,850
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 993,182 1,855 SH   SOLE   1,844 0 11
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 330,870 650 SH   SOLE   650 0 0
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 326,290 4,170 SH   SOLE   4,170 0 0
SPDR SERIES TRUST SPDR S&P 500 ETF 78468R796 BBG00BKMB118 343,591 7,804 SH   SOLE   0 0 7,803
SPDR SERIES TRUST SSGA US SMAL ETF 78468R887 BBG0045LCCP2 299,792 2,555 SH   SOLE   2,368 0 188
STRYKER CORPORATION COM 863667101 BBG001S8FR03 425,318 1,191 SH   SOLE   1,149 0 42
SYNOPSYS INC COM 871607107 BBG001S5VTR8 878,121 2,080 SH   SOLE   2,051 0 29
TESLA INC COM 88160R101 BBG001SQKGD7 971,530 3,875 SH   SOLE   3,393 0 482
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 721,204 4,740 SH   SOLE   4,570 0 170
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 913,315 3,522 SH   SOLE   160 0 3,362
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,130,274 4,978 SH   SOLE   4,616 0 362
VANECK ETF TRUST VANECK SHRT MUNI 92189F528 BBG001SSZW79 6,598,736 389,766 SH   SOLE   374,534 0 15,232
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 5,379,082 74,164 SH   SOLE   71,232 0 2,932
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 876,600 3,516 SH   SOLE   3,460 0 55
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 3,689,148 7,497 SH   SOLE   7,371 0 126
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1,855,925 8,820 SH   SOLE   8,403 0 417
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 543,226 11,175 SH   SOLE   9,382 0 1,793
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 744,314 14,411 SH   SOLE   14,160 0 251
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 992,641 10,578 SH   SOLE   10,578 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 422,004 857 SH   SOLE   810 0 47
VICTORY PORTFOLIOS II SHARES FREE CASH 92647X830 BBG01H064W02 2,070,874 64,373 SH   SOLE   59,427 0 4,946
VISA INC COM CL A 92826C839 BBG001SRCFY3 3,667,052 10,967 SH   SOLE   10,061 0 906
WALMART INC COM 931142103 BBG001S5XH92 569,326 5,995 SH   SOLE   5,370 0 625
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2,679,813 11,721 SH   SOLE   10,850 0 872