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   281 2,584 SH   SOLE   0 0 2,584
AMAZON COM INC COM 023135106   2,213 16,983 SH   SOLE   0 0 16,983
AMERICAN EXPRESS CO COM 025816109   283 1,626 SH   SOLE   0 0 1,626
AMGEN INC COM 031162100   583 2,626 SH   SOLE   0 0 2,626
APPLE INC COM 037833100   29,247 150,783 SH   SOLE   0 0 150,783
AUTOMATIC DATA PROCESSING IN COM 053015103   401 1,826 SH   SOLE   0 0 1,826
BANK AMERICA CORP COM 060505104   386 13,474 SH   SOLE   0 0 13,474
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,347 3,951 SH   SOLE   0 0 3,951
ABBVIE INC COM 00287Y109   329 2,448 SH   SOLE   0 0 2,448
ADOBE SYSTEMS INCORPORATED COM 00724F101   501 1,026 SH   SOLE   0 0 1,026
ALPHABET INC CAP STK CL A 02079K305   748 6,257 SH   SOLE   0 0 6,257
ALPHABET INC CAP STK CL C 02079K107   791 6,547 SH   SOLE   0 0 6,547
AMERICAN TOWER CORP NEW COM 03027X100   300 1,552 SH   SOLE   0 0 1,552
ASML HOLDING N V N Y REGISTRY SHS N07059210   242 334 SH   SOLE   0 0 334
AT&T INC COM 00206R102   454 28,494 SH   SOLE   0 0 28,494
BROADCOM INC COM 11135F101   300 346 SH   SOLE   0 0 346
BROOKFIELD CORP CL A LTD VT SH 11271J107   702 20,877 SH   SOLE   0 0 20,877
CARLYLE GROUP INC COM 14316J108   3,383 105,893 SH   SOLE   0 0 105,893
CHEVRON CORP NEW COM 166764100   221 1,409 SH   SOLE   0 0 1,409
CISCO SYS INC COM 17275R102   306 5,920 SH   SOLE   0 0 5,920
COMCAST CORP NEW CL A 20030N101   258 6,215 SH   SOLE   0 0 6,215
CONSOLIDATED EDISON INC COM 209115104   203 2,255 SH   SOLE   0 0 2,255
COSTCO WHSL CORP NEW COM 22160K105   606 1,126 SH   SOLE   0 0 1,126
DANAHER CORPORATION COM 235851102   213 889 SH   SOLE   0 0 889
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   8,902 184,844 SH   SOLE   0 0 184,844
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   20,723 763,309 SH   SOLE   0 0 763,309
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   1,776 32,416 SH   SOLE   0 0 32,416
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   539 11,636 SH   SOLE   0 0 11,636
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   517 15,745 SH   SOLE   0 0 15,745
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880   9,231 396,020 SH   SOLE   0 0 396,020
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724   5,489 159,110 SH   SOLE   0 0 159,110
DISNEY WALT CO COM 254687106   482 5,407 SH   SOLE   0 0 5,407
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   177 13,952 SH   SOLE   0 0 13,952
EVERSOURCE ENERGY COM 30040W108   296 4,181 SH   SOLE   0 0 4,181
EXXON MOBIL CORP COM 30231G102   379 3,540 SH   SOLE   0 0 3,540
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503   300 3,442 SH   SOLE   0 0 3,442
GRAINGER W W INC COM 384802104   943 1,196 SH   SOLE   0 0 1,196
HOME DEPOT INC COM 437076102   737 2,373 SH   SOLE   0 0 2,373
HONEYWELL INTL INC COM 438516106   255 1,231 SH   SOLE   0 0 1,231
INTERNATIONAL BUSINESS MACHS COM 459200101   291 2,180 SH   SOLE   0 0 2,180
INTUITIVE SURGICAL INC COM NEW 46120E602   1,081 3,163 SH   SOLE   0 0 3,163
ISHARES INC CORE MSCI EMKT 46434G103   607 12,328 SH   SOLE   0 0 12,328
ISHARES TR MSCI INTL VLU FT 46435G409   1,237 48,607 SH   SOLE   0 0 48,607
ISHARES TR ESG AW MSCI EAFE 46435G516   431 5,922 SH   SOLE   0 0 5,922
ISHARES TR CORE MSCI INTL 46435G326   3,788 61,978 SH   SOLE   0 0 61,978
ISHARES TR MSCI USA MMENTM 46432F396   354 2,456 SH   SOLE   0 0 2,456
ISHARES TR CORE S&P TTL STK 464287150   2,153 22,009 SH   SOLE   0 0 22,009
ISHARES TR SHORT TREAS BD 464288679   522 4,735 SH   SOLE   0 0 4,735
ISHARES TR EAFE VALUE ETF 464288877   459 9,383 SH   SOLE   0 0 9,383
ISHARES TR MSCI ACWI ETF 464288257   534 5,569 SH   SOLE   0 0 5,569
ISHARES TR S&P 100 ETF 464287101   1,770 8,551 SH   SOLE   0 0 8,551
ISHARES TR U.S. TECH ETF 464287721   285 2,623 SH   SOLE   0 0 2,623
ISHARES TR MSCI EAFE ETF 464287465   1,123 15,499 SH   SOLE   0 0 15,499
ISHARES TR CORE S&P MCP ETF 464287507   334 1,281 SH   SOLE   0 0 1,281
ISHARES TR CORE S&P500 ETF 464287200   2,262 5,076 SH   SOLE   0 0 5,076
ISHARES TR RUS 1000 VAL ETF 464287598   645 4,087 SH   SOLE   0 0 4,087
ISHARES TR RUS 1000 GRW ETF 464287614   902 3,279 SH   SOLE   0 0 3,279
JOHNSON & JOHNSON COM 478160104   3,007 18,168 SH   SOLE   0 0 18,168
JPMORGAN CHASE & CO COM 46625H100   1,407 9,681 SH   SOLE   0 0 9,681
LIFESTANCE HEALTH GROUP INC COM 53228F101   4,398 481,735 SH   SOLE   0 0 481,735
LILLY ELI & CO COM 532457108   469 1,002 SH   SOLE   0 0 1,002
LOWES COS INC COM 548661107   230 1,021 SH   SOLE   0 0 1,021
MASTERCARD INCORPORATED CL A 57636Q104   605 1,538 SH   SOLE   0 0 1,538
MCDONALDS CORP COM 580135101   376 1,261 SH   SOLE   0 0 1,261
MERCK & CO INC COM 58933Y105   464 4,025 SH   SOLE   0 0 4,025
META PLATFORMS INC CL A 30303M102   628 2,191 SH   SOLE   0 0 2,191
MICROSOFT CORP COM 594918104   5,091 14,952 SH   SOLE   0 0 14,952
MORGAN STANLEY COM NEW 617446448   209 2,450 SH   SOLE   0 0 2,450
NETFLIX INC COM 64110L106   566 1,285 SH   SOLE   0 0 1,285
NEXTERA ENERGY INC COM 65339F101   2,372 31,973 SH   SOLE   0 0 31,973
NISOURCE INC COM 65473P105   224 8,205 SH   SOLE   0 0 8,205
NVIDIA CORPORATION COM 67066G104   893 2,113 SH   SOLE   0 0 2,113
OGE ENERGY CORP COM 670837103   366 10,201 SH   SOLE   0 0 10,201
PARAMOUNT GROUP INC COM 69924R108   77 17,535 SH   SOLE   0 0 17,535
PROCTER AND GAMBLE CO COM 742718109   451 2,978 SH   SOLE   0 0 2,978
QUALCOMM INC COM 747525103   316 2,658 SH   SOLE   0 0 2,658
RLJ LODGING TR COM 74965L101   439 42,777 SH   SOLE   0 0 42,777
ROSS STORES INC COM 778296103   205 1,829 SH   SOLE   0 0 1,829
SELECT SECTOR SPDR TR ENERGY 81369Y506   211 2,600 SH   SOLE   0 0 2,600
SELECTIVE INS GROUP INC COM 816300107   307 3,203 SH   SOLE   0 0 3,203
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,583 3,572 SH   SOLE   0 0 3,572
TELOS CORP MD COM 87969B101   38 15,000 SH   SOLE   0 0 15,000
TESLA INC COM 88160R101   922 3,523 SH   SOLE   0 0 3,523
TEXAS INSTRS INC COM 882508104   235 1,309 SH   SOLE   0 0 1,309
THERMO FISHER SCIENTIFIC INC COM 883556102   260 499 SH   SOLE   0 0 499
UNITEDHEALTH GROUP INC COM 91324P102   578 1,205 SH   SOLE   0 0 1,205
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   928 12,767 SH   SOLE   0 0 12,767
VANGUARD INDEX FDS GROWTH ETF 922908736   593 2,098 SH   SOLE   0 0 2,098
VANGUARD INDEX FDS SML CP GRW ETF 922908595   497 2,165 SH   SOLE   0 0 2,165
VANGUARD INDEX FDS VALUE ETF 922908744   18,826 132,491 SH   SOLE   0 0 132,491
VANGUARD INDEX FDS SM CP VAL ETF 922908611   768 4,649 SH   SOLE   0 0 4,649
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,657 31,805 SH   SOLE   0 0 31,805
VANGUARD INDEX FDS TOTAL STK MKT 922908769   40,518 183,941 SH   SOLE   0 0 183,941
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,753 6,760 SH   SOLE   0 0 6,760
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   5,347 131,465 SH   SOLE   0 0 131,465
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   4,144 37,518 SH   SOLE   0 0 37,518
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   3,328 34,324 SH   SOLE   0 0 34,324
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,122 23,666 SH   SOLE   0 0 23,666
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   549 3,386 SH   SOLE   0 0 3,386
VANGUARD STAR FDS VG TL INTL STK F 921909768   22,866 407,746 SH   SOLE   0 0 407,746
VANGUARD WORLD FD ESG US STK ETF 921910733   323 4,123 SH   SOLE   0 0 4,123
VISA INC COM CL A 92826C839   554 2,337 SH   SOLE   0 0 2,337
WALMART INC COM 931142103   273 1,743 SH   SOLE   0 0 1,743