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
AFLAC INC COM 001055102   984,131 9,332 SH   SOLE   9,332 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   667,134 13,654 SH   SOLE   13,654 0 0
AT&T INC COM 00206R102   871,065 30,099 SH   SOLE   30,099 0 0
ABBOTT LABS COM 002824100   2,761,080 20,301 SH   SOLE   20,301 0 0
ABBVIE INC COM 00287Y109   1,179,380 6,354 SH   SOLE   6,354 0 0
ADVANCED MICRO DEVICES INC COM 007903107   287,489 2,026 SH   SOLE   2,026 0 0
AIR PRODS & CHEMS INC COM 009158106   796,899 2,825 SH   SOLE   2,825 0 0
ALPHABET INC CAP STK CL C 02079K107   407,997 2,300 SH   SOLE   2,300 0 0
ALPHABET INC CAP STK CL A 02079K305   4,347,215 24,668 SH   SOLE   24,568 0 100
ALTRIA GROUP INC COM 02209S103   638,270 10,876 SH   SOLE   10,876 0 0
AMAZON COM INC COM 023135106   6,191,115 28,220 SH   SOLE   28,120 0 100
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349   1,976,230 28,973 SH   SOLE   28,973 0 0
AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562   4,884,678 117,364 SH   SOLE   117,364 0 0
AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687   8,874,282 188,694 SH   SOLE   187,943 0 751
AMERICAN CENTY ETF TR US EQT ETF 025072885   35,087,085 348,017 SH   SOLE   347,361 0 656
AMERICAN ELEC PWR CO INC COM 025537101   419,398 4,042 SH   SOLE   4,042 0 0
AMERICAN TOWER CORP NEW COM 03027X100   704,074 3,185 SH   SOLE   3,185 0 0
AMGEN INC COM 031162100   743,539 2,663 SH   SOLE   2,663 0 0
ANALOG DEVICES INC COM 032654105   2,232,123 9,378 SH   SOLE   9,378 0 0
APPLE INC COM 037833100   15,192,598 74,049 SH   SOLE   73,889 0 160
AUDIOEYE INC COM NEW 050734201   285,227 24,483 SH   SOLE   24,483 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   2,382,287 7,723 SH   SOLE   7,682 0 41
AXON ENTERPRISE INC COM 05464C101   620,955 750 SH   SOLE   750 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,455,082 5,054 SH   SOLE   5,054 0 0
BLACKSTONE INC COM 09260D107   330,958 2,213 SH   SOLE   2,213 0 0
BLACKROCK INC COM 09290D101   1,813,041 1,728 SH   SOLE   1,728 0 0
BOEING CO COM 097023105   264,217 1,261 SH   SOLE   1,261 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   203,693 4,400 SH   SOLE   4,400 0 0
BROADCOM INC COM 11135F101   2,042,567 7,410 SH   SOLE   7,410 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   597,533 9,661 SH   SOLE   9,661 0 0
BROWN & BROWN INC COM 115236101   319,110 2,878 SH   SOLE   2,688 0 190
CSX CORP COM 126408103   286,622 8,784 SH   SOLE   8,784 0 0
CANADIAN NATL RY CO COM 136375102   280,908 2,700 SH   SOLE   2,700 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   207,608 2,619 SH   SOLE   2,619 0 0
CATERPILLAR INC COM 149123101   3,914,487 10,083 SH   SOLE   10,083 0 0
CHEVRON CORP NEW COM 166764100   3,040,215 21,232 SH   SOLE   21,232 0 0
CISCO SYS INC COM 17275R102   361,282 5,207 SH   SOLE   5,207 0 0
CINTAS CORP COM 172908105   267,444 1,200 SH   SOLE   1,200 0 0
CLOROX CO DEL COM 189054109   288,168 2,400 SH   SOLE   2,400 0 0
COCA COLA CO COM 191216100   623,237 8,809 SH   SOLE   8,809 0 0
COLGATE PALMOLIVE CO COM 194162103   1,179,225 12,973 SH   SOLE   12,973 0 0
CONOCOPHILLIPS COM 20825C104   407,689 4,543 SH   SOLE   4,543 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,024,320 6,086 SH   SOLE   6,086 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   251,599 494 SH   SOLE   494 0 0
DEERE & CO COM 244199105   958,165 1,884 SH   SOLE   1,884 0 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   6,321,234 149,226 SH   SOLE   149,226 0 0
DIMENSIONAL ETF TRUST GLOBAL CR ETF 25434V567   11,915,361 219,719 SH   SOLE   219,719 0 0
DIMENSIONAL ETF TRUST GLOBAL EX US COR 25434V575   16,302,014 305,510 SH   SOLE   304,510 0 1,000
DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591   6,622,317 130,489 SH   SOLE   129,489 0 1,000
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   2,608,038 97,206 SH   SOLE   97,072 0 134
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   64,961,543 1,812,543 SH   SOLE   1,810,233 0 2,310
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   8,478,434 285,662 SH   SOLE   285,103 0 559
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   271,839 9,218 SH   SOLE   9,218 0 0
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   27,983,181 900,070 SH   SOLE   898,734 0 1,336
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   5,585,355 130,408 SH   SOLE   130,408 0 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   1,234,679 34,721 SH   SOLE   34,721 0 0
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849   26,269,784 553,864 SH   SOLE   552,852 0 1,012
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   26,619,053 554,448 SH   SOLE   552,569 0 1,879
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872   14,274,474 337,777 SH   SOLE   337,777 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   210,040 1,780 SH   SOLE   1,780 0 0
ECOLAB INC COM 278865100   298,956 1,110 SH   SOLE   1,075 0 35
EMERSON ELEC CO COM 291011104   1,844,481 13,834 SH   SOLE   13,834 0 0
ENBRIDGE INC COM 29250N105   340,489 7,513 SH   SOLE   7,513 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   752,797 41,522 SH   SOLE   41,522 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   212,684 6,859 SH   SOLE   6,859 0 0
EVERGY INC COM 30034W106   545,295 7,911 SH   SOLE   7,911 0 0
EXXON MOBIL CORP COM 30231G102   2,411,163 22,367 SH   SOLE   22,367 0 0
META PLATFORMS INC CL A 30303M102   674,042 913 SH   SOLE   913 0 0
FACTSET RESH SYS INC COM 303075105   534,340 1,195 SH   SOLE   1,195 0 0
FIRST BUSINESS FINL SVCS INC COM 319390100   405,280 8,000 SH   SOLE   8,000 0 0
FIRST TR EXCHANGE-TRADED FD SHS 336917109   353,760 8,449 SH   SOLE   8,449 0 0
FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506   3,852,292 61,401 SH   SOLE   61,401 0 0
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301   375,935 8,050 SH   SOLE   8,050 0 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200   566,490 11,500 SH   SOLE   11,500 0 0
FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104   200,035 9,952 SH   SOLE   9,952 0 0
FREEPORT-MCMORAN INC CL B 35671D857   820,919 18,937 SH   SOLE   18,937 0 0
GENERAL DYNAMICS CORP COM 369550108   831,656 2,851 SH   SOLE   2,826 0 25
GLACIER BANCORP INC NEW COM 37637Q105   625,995 14,531 SH   SOLE   14,531 0 0
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503   508,946 4,193 SH   SOLE   4,193 0 0
GOLUB CAP BDC INC COM 38173M102   205,100 14,000 SH   SOLE   14,000 0 0
HERITAGE DISTILLING HLDG CO COM 42727R104   18,012 44,255 SH   SOLE   44,255 0 0
HOME DEPOT INC COM 437076102   418,770 1,142 SH   SOLE   1,142 0 0
ILLINOIS TOOL WKS INC COM 452308109   351,502 1,422 SH   SOLE   1,422 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   213,997 1,166 SH   SOLE   1,166 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   519,213 1,761 SH   SOLE   1,761 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   16,770,582 30,400 SH   SOLE   30,400 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   224,631 1,236 SH   SOLE   1,236 0 0
ISHARES TR TIPS BD ETF 464287176   220,080 2,000 SH   SOLE   2,000 0 0
ISHARES TR CORE S&P500 ETF 464287200   3,461,314 5,575 SH   SOLE   5,575 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   3,149,614 28,607 SH   SOLE   28,607 0 0
ISHARES TR S&P 500 VAL ETF 464287408   2,163,205 11,070 SH   SOLE   11,070 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   522,018 6,300 SH   SOLE   6,300 0 0
ISHARES TR S&P MC 400GR ETF 464287606   476,329 5,236 SH   SOLE   5,236 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   661,071 1,557 SH   SOLE   1,557 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   917,631 4,252 SH   SOLE   4,252 0 0
ISHARES TR U.S. BAS MTL ETF 464287838   361,043 2,579 SH   SOLE   2,579 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   1,209,512 12,885 SH   SOLE   12,885 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   1,739,703 9,516 SH   SOLE   9,516 0 0
ISHARES TR BROAD USD HIGH 46435U853   305,369 8,141 SH   SOLE   8,141 0 0
JPMORGAN CHASE & CO. COM 46625H100   7,704,476 26,575 SH   SOLE   26,575 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   573,162 10,082 SH   SOLE   10,082 0 0
JOHNSON & JOHNSON COM 478160104   1,548,129 10,135 SH   SOLE   10,135 0 0
KIMBERLY-CLARK CORP COM 494368103   316,379 2,454 SH   SOLE   2,454 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,283,414 5,116 SH   SOLE   5,116 0 0
ELI LILLY & CO COM 532457108   2,199,834 2,822 SH   SOLE   2,822 0 0
LOWES COS INC COM 548661107   2,127,637 9,590 SH   SOLE   9,590 0 0
MASTERCARD INCORPORATED CL A 57636Q104   261,434 465 SH   SOLE   465 0 0
MCDONALDS CORP COM 580135101   2,483,185 8,499 SH   SOLE   8,469 0 31
MERCK & CO INC COM 58933Y105   596,348 7,533 SH   SOLE   7,533 0 0
MICROSOFT CORP COM 594918104   27,740,759 55,770 SH   SOLE   55,770 0 0
MONDELEZ INTL INC CL A 609207105   244,579 3,627 SH   SOLE   3,627 0 0
NETFLIX INC COM 64110L106   401,739 300 SH   SOLE   300 0 0
NEXTERA ENERGY INC COM 65339F101   1,239,535 17,856 SH   SOLE   17,754 0 102
NOVARTIS AG SPONSORED ADR 66987V109   206,795 1,709 SH   SOLE   1,709 0 0
NVIDIA CORPORATION COM 67066G104   5,244,614 33,196 SH   SOLE   33,196 0 0
PALO ALTO NETWORKS INC COM 697435105   336,428 1,644 SH   SOLE   1,644 0 0
PAYCHEX INC COM 704326107   413,035 2,840 SH   SOLE   2,840 0 0
PEPSICO INC COM 713448108   489,187 3,705 SH   SOLE   3,705 0 0
PFIZER INC COM 717081103   207,640 8,566 SH   SOLE   8,566 0 0
PHILIP MORRIS INTL INC COM 718172109   1,041,229 5,709 SH   SOLE   5,709 0 0
PHILLIPS 66 COM 718546104   1,882,668 15,781 SH   SOLE   15,781 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   346,544 3,447 SH   SOLE   3,447 0 0
PROCTER AND GAMBLE CO COM 742718109   1,321,606 8,295 SH   SOLE   8,295 0 0
QUALCOMM INC COM 747525103   277,749 1,744 SH   SOLE   1,744 0 0
RTX CORPORATION COM 75513E101   318,178 2,179 SH   SOLE   2,179 0 0
REALTY INCOME CORP COM 756109104   221,799 3,850 SH   SOLE   3,850 0 0
REPUBLIC SVCS INC COM 760759100   246,610 1,000 SH   SOLE   1,000 0 0
SHELL PLC SPON ADS 780259305   529,483 7,520 SH   SOLE   7,520 0 0
S&P GLOBAL INC COM 78409V104   371,509 705 SH   SOLE   705 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   853,101 1,381 SH   SOLE   1,381 0 0
SPDR SERIES TRUST NUVEEN ICE HIGH 78464A284   1,539,334 62,120 SH   SOLE   62,120 0 0
SPDR SERIES TRUST PORTFOLIO S&P400 78464A847   266,788 4,906 SH   SOLE   4,906 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   477,665 1,084 SH   SOLE   1,084 0 0
SALESFORCE INC COM 79466L302   361,400 1,325 SH   SOLE   1,325 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   207,642 8,496 SH   SOLE   8,496 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   320,160 12,000 SH   SOLE   12,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   360,333 1,658 SH   SOLE   1,658 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   352,241 6,726 SH   SOLE   6,726 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   243,408 1,650 SH   SOLE   1,650 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,446,756 9,662 SH   SOLE   9,662 0 0
SERVICENOW INC COM 81762P102   205,616 200 SH   SOLE   200 0 0
SNAP ON INC COM 833034101   388,353 1,248 SH   SOLE   1,248 0 0
STRYKER CORPORATION COM 863667101   1,974,104 4,990 SH   SOLE   4,960 0 30
TESLA INC COM 88160R101   287,482 905 SH   SOLE   905 0 0
THE TRADE DESK INC COM CL A 88339J105   275,002 3,820 SH   SOLE   3,820 0 0
UNION PAC CORP COM 907818108   1,145,940 4,981 SH   SOLE   4,981 0 0
VALERO ENERGY CORP COM 91913Y100   279,997 2,083 SH   SOLE   2,083 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   241,677 3,498 SH   SOLE   3,498 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   376,517 4,700 SH   SOLE   4,700 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   703,890 1,061 SH   SOLE   1,061 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   219,752 4,482 SH   SOLE   4,482 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   583,272 1,027 SH   SOLE   1,027 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,871,156 12,737 SH   SOLE   12,737 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   429,671 9,930 SH   SOLE   9,930 0 0
VISA INC COM CL A 92826C839   3,671,106 10,340 SH   SOLE   10,340 0 0
WALMART INC COM 931142103   4,044,471 41,363 SH   SOLE   41,363 0 0
WELLTOWER INC COM 95040Q104   215,222 1,400 SH   SOLE   1,400 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   920,453 3,080 SH   SOLE   3,080 0 0
EATON CORP PLC SHS G29183103   214,194 600 SH   SOLE   600 0 0
LINDE PLC SHS G54950103   1,227,281 2,616 SH   SOLE   2,616 0 0
CHUBB LIMITED COM H1467J104   1,234,806 4,262 SH   SOLE   4,262 0 0