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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 265,860 1,346 SH   SOLE   0 0 1,346
ADOBE INC COM 00724F101 BBG001S5NCQ5 1,396,970 2,698 SH   SOLE   0 0 2,698
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 466,558 9,141 SH   SOLE   0 0 9,141
AMAZON COM INC COM 023135106 BBG001S5PQL7 996,307 5,347 SH   SOLE   0 0 5,347
APPLE INC COM 037833100 BBG001S5N8V8 4,804,202 20,619 SH   SOLE   0 0 20,619
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 917,267 23,117 SH   SOLE   0 0 23,117
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4,341,327 9,432 SH   SOLE   0 0 9,432
BLACKROCK SCIENCE & TECHNOLO SHS BEN INT 09260K101 BBG00P5272Q4 1,538,607 80,136 SH   SOLE   0 0 80,136
BOEING CO COM 097023105 BBG001S5P0V3 331,902 2,183 SH   SOLE   0 0 2,183
BROADCOM INC COM 11135F101 BBG00KHY5SY8 240,010 1,391 SH   SOLE   0 0 1,391
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 BBG015DN0WJ1 253,978 9,417 SH   SOLE   0 0 9,417
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 BBG019XRCM29 759,366 27,654 SH   SOLE   0 0 27,654
CISCO SYS INC COM 17275R102 BBG001S6HC62 253,092 4,756 SH   SOLE   0 0 4,756
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 231,131 2,935 SH   SOLE   0 0 2,935
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,413,260 1,594 SH   SOLE   0 0 1,594
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 361,526 1,289 SH   SOLE   0 0 1,289
DEERE & CO COM 244199105 BBG001S5QFF7 1,847,174 4,426 SH   SOLE   0 0 4,426
EA SERIES TRUST ALPHA ARCH 1-3 02072L565 BBG01BBK3R95 257,765 2,366 SH   SOLE   0 0 2,366
EA SERIES TRUST FREEDOM 100 EM 02072L607 BBG00P7KKMR2 326,718 9,131 SH   SOLE   0 0 9,131
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 546,850 5,000 SH   SOLE   0 0 5,000
ETFS GOLD TR PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 226,170 9,000 SH   SOLE   0 0 9,000
FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 490,812 10,789 SH   SOLE   0 0 10,789
HOME DEPOT INC COM 437076102 BBG001S5RTW7 310,405 766 SH   SOLE   0 0 766
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 308,479 1,395 SH   SOLE   0 0 1,395
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 215,243 441 SH   SOLE   0 0 441
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 2,042,267 20,818 SH   SOLE   0 0 20,818
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 19,850,849 273,315 SH   SOLE   0 0 273,315
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,348,966 2,339 SH   SOLE   0 0 2,339
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 16,778,437 165,680 SH   SOLE   0 0 165,680
ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 884,200 12,274 SH   SOLE   0 0 12,274
ISHARES TR ESG MSCI USA ETF 46436E767 BBG00VHK2B74 1,432,420 29,185 SH   SOLE   0 0 29,185
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 424,473 4,649 SH   SOLE   0 0 4,649
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 17,558,350 97,927 SH   SOLE   0 0 97,927
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 10,627,286 97,830 SH   SOLE   0 0 97,830
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 406,335 1,082 SH   SOLE   0 0 1,082
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 577,061 3,040 SH   SOLE   0 0 3,040
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 407,831 2,445 SH   SOLE   0 0 2,445
ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 446,063 3,803 SH   SOLE   0 0 3,803
ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 521,629 3,944 SH   SOLE   0 0 3,944
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 366,153 1,323 SH   SOLE   0 0 1,323
ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 8,193,980 349,423 SH   SOLE   0 0 349,423
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 BBG00M8D48L9 8,573,597 167,224 SH   SOLE   0 0 167,224
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 BBG00GP26NW0 2,595,950 51,162 SH   SOLE   0 0 51,162
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 2,813,849 55,239 SH   SOLE   0 0 55,239
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 425,140 2,623 SH   SOLE   0 0 2,623
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 386,699 1,834 SH   SOLE   0 0 1,834
LOWES COS INC COM 548661107 BBG001S5SVL3 355,708 1,313 SH   SOLE   0 0 1,313
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 203,695 413 SH   SOLE   0 0 413
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 211,746 103 SH   SOLE   0 0 103
MERCK & CO INC COM 58933Y105 BBG001S5TC52 307,612 2,709 SH   SOLE   0 0 2,709
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 373,803 653 SH   SOLE   0 0 653
MICROSOFT CORP COM 594918104 BBG001S5TD05 20,919,119 48,615 SH   SOLE   0 0 48,615
NETFLIX INC COM 64110L106 BBG001SF6L46 332,730 469 SH   SOLE   0 0 469
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 373,486 4,418 SH   SOLE   0 0 4,418
NISOURCE INC COM 65473P105 BBG001S5TMF9 220,837 6,373 SH   SOLE   0 0 6,373
NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 104,176 23,839 SH   SOLE   0 0 23,839
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 915,335 7,537 SH   SOLE   0 0 7,537
PEPSICO INC COM 713448108 BBG001S695T1 281,339 1,654 SH   SOLE   0 0 1,654
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 598,498 4,930 SH   SOLE   0 0 4,930
PIMCO ETF TR ENHANCD SHORT 72201R643 BBG00QQFDTV8 843,635 8,524 SH   SOLE   0 0 8,524
PIMCO ETF TR ENHNCD LW DUR AC 72201R718 BBG005VLSHH1 396,671 4,134 SH   SOLE   0 0 4,134
PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 1,940,625 38,428 SH   SOLE   0 0 38,428
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 211,099 1,142 SH   SOLE   0 0 1,142
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 587,662 3,393 SH   SOLE   0 0 3,393
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 2,227,769 33,490 SH   SOLE   0 0 33,490
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 16,463,857 194,769 SH   SOLE   0 0 194,769
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 11,195,318 107,461 SH   SOLE   0 0 107,461
SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 248,753 10,736 SH   SOLE   0 0 10,736
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 395,946 7,688 SH   SOLE   0 0 7,688
SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 2,820,644 52,595 SH   SOLE   0 0 52,595
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 613,448 6,575 SH   SOLE   0 0 6,575
SHARECARE INC COM CL A 81948W104 BBG00XPPTB53 170,897 120,350 SH   SOLE   0 0 120,350
SOUTHERN CO COM 842587107 BBG001S5W777 676,991 7,507 SH   SOLE   0 0 7,507
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 241,436 421 SH   SOLE   0 0 421
STARBUCKS CORP COM 855244109 BBG001S72KH6 931,476 9,555 SH   SOLE   0 0 9,555
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 278,731 1,351 SH   SOLE   0 0 1,351
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 325,740 557 SH   SOLE   0 0 557
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 2,329,378 46,328 SH   SOLE   0 0 46,328
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 407,311 1,061 SH   SOLE   0 0 1,061
VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 377,980 1,883 SH   SOLE   0 0 1,883
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 29,292,311 103,448 SH   SOLE   0 0 103,448
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 737,023 11,699 SH   SOLE   0 0 11,699
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 203,013 4,243 SH   SOLE   0 0 4,243
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 248,009 3,488 SH   SOLE   0 0 3,488
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 655,710 12,416 SH   SOLE   0 0 12,416
VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 780,826 2,293 SH   SOLE   0 0 2,293
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 8,018,727 130,365 SH   SOLE   0 0 130,365
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 12,266,838 120,677 SH   SOLE   0 0 120,677
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 570,167 972 SH   SOLE   0 0 972
VISA INC COM CL A 92826C839 BBG001SRCFY3 401,315 1,460 SH   SOLE   0 0 1,460
WISDOMTREE TR EM EX ST-OWNED 97717X578 BBG007PB9N20 763,772 23,124 SH   SOLE   0 0 23,124
WORLD KINECT CORPORATION COM 981475106 BBG001S5S9J5 278,173 8,999 SH   SOLE   0 0 8,999