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
ABBOTT LABS COM 002824100   457,451 4,156 SH   SOLE   0 0 4,156
ABBVIE INC COM 00287Y109   902,016 5,821 SH   SOLE   0 0 5,821
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   302,134 861 SH   SOLE   0 0 861
ADOBE INC COM 00724F101   504,127 845 SH   SOLE   0 0 845
ALPHA TAU MEDICAL LTD ORDINARY SHARES M0740A108   30,100 10,000 SH   SOLE   0 0 10,000
ALPHABET INC CAP STK CL C 02079K107   839,802 5,959 SH   SOLE   0 0 5,959
ALPHABET INC CAP STK CL A 02079K305   855,183 6,122 SH   SOLE   0 0 6,122
ALPS ETF TR ALERIAN MLP 00162Q452   355,723 8,366 SH   SOLE   0 0 8,366
ALPS ETF TR RIVRFRNT STR INC 00162Q783   253,225 10,932 SH   SOLE   0 0 10,932
ALTRIA GROUP INC COM 02209S103   297,661 7,379 SH   SOLE   0 0 7,379
AMAZON COM INC COM 023135106   1,689,725 11,121 SH   SOLE   0 0 11,121
AMERICAN CENTY ETF TR US SML CP VALU 025072877   9,066,388 100,962 SH   SOLE   0 0 100,962
AMERICAN EXPRESS CO COM 025816109   400,721 2,139 SH   SOLE   0 0 2,139
AMGEN INC COM 031162100   537,921 1,868 SH   SOLE   0 0 1,868
AMPLIFY ETF TR CWP ENHANCED DIV 032108409   407,898 11,160 SH   SOLE   0 0 11,160
APPLE INC COM 037833100   5,823,066 30,245 SH   SOLE   0 0 30,245
ASML HOLDING N V N Y REGISTRY SHS N07059210   301,276 398 SH   SOLE   0 0 398
AT&T INC COM 00206R102   193,882 11,554 SH   SOLE   0 0 11,554
ATLASSIAN CORPORATION CL A 049468101   295,660 1,243 SH   SOLE   0 0 1,243
BANK AMERICA CORP COM 060505104   360,560 10,709 SH   SOLE   0 0 10,709
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   544,264 1,526 SH   SOLE   0 0 1,526
BLACKROCK INC COM 09247X101   326,344 402 SH   SOLE   0 0 402
BLACKSTONE INC COM 09260D107   391,082 2,987 SH   SOLE   0 0 2,987
BOEING CO COM 097023105   343,811 1,319 SH   SOLE   0 0 1,319
BOOKING HOLDINGS INC COM 09857L108   223,475 63 SH   SOLE   0 0 63
BROADCOM INC COM 11135F101   481,679 432 SH   SOLE   0 0 432
BROOKFIELD CORP CL A LTD VT SH 11271J107   211,914 5,282 SH   SOLE   0 0 5,282
CANADIAN PACIFIC KANSAS CITY COM 13646K108   290,546 3,675 SH   SOLE   0 0 3,675
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109   427,048 17,891 SH   SOLE   0 0 17,891
CATERPILLAR INC COM 149123101   736,075 2,490 SH   SOLE   0 0 2,490
CDW CORP COM 12514G108   334,616 1,472 SH   SOLE   0 0 1,472
CHEVRON CORP NEW COM 166764100   680,931 4,565 SH   SOLE   0 0 4,565
CISCO SYS INC COM 17275R102   824,999 16,330 SH   SOLE   0 0 16,330
COCA COLA CO COM 191216100   784,398 13,311 SH   SOLE   0 0 13,311
COMCAST CORP NEW CL A 20030N101   570,256 13,005 SH   SOLE   0 0 13,005
CONOCOPHILLIPS COM 20825C104   262,203 2,259 SH   SOLE   0 0 2,259
COSTCO WHSL CORP NEW COM 22160K105   360,404 546 SH   SOLE   0 0 546
CVS HEALTH CORP COM 126650100   419,916 5,318 SH   SOLE   0 0 5,318
DANAHER CORPORATION COM 235851102   260,027 1,124 SH   SOLE   0 0 1,124
DISNEY WALT CO COM 254687106   643,332 7,125 SH   SOLE   0 0 7,125
ELI LILLY & CO COM 532457108   430,276 738 SH   SOLE   0 0 738
EXXON MOBIL CORP COM 30231G102   862,440 8,626 SH   SOLE   0 0 8,626
FACTSET RESH SYS INC COM 303075105   477,528 1,001 SH   SOLE   0 0 1,001
FEDEX CORP COM 31428X106   365,036 1,443 SH   SOLE   0 0 1,443
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   1,619,780 35,182 SH   SOLE   0 0 35,182
FIRST TR ENHANCED EQUITY INC COM 337318109   588,879 32,232 SH   SOLE   0 0 32,232
FIRST TR VALUE LINE DIVID IN SHS 33734H106   372,043 9,173 SH   SOLE   0 0 9,173
FISERV INC COM 337738108   580,378 4,369 SH   SOLE   0 0 4,369
GALLAGHER ARTHUR J & CO COM 363576109   340,694 1,515 SH   SOLE   0 0 1,515
GARTNER INC COM 366651107   362,242 803 SH   SOLE   0 0 803
GLOBAL PMTS INC COM 37940X102   342,900 2,700 SH   SOLE   0 0 2,700
GODADDY INC CL A 380237107   241,939 2,279 SH   SOLE   0 0 2,279
HOME DEPOT INC COM 437076102   1,023,709 2,954 SH   SOLE   0 0 2,954
HONEYWELL INTL INC COM 438516106   648,265 3,091 SH   SOLE   0 0 3,091
ILLINOIS TOOL WKS INC COM 452308109   414,470 1,582 SH   SOLE   0 0 1,582
INTEL CORP COM 458140100   578,026 11,503 SH   SOLE   0 0 11,503
INTERNATIONAL BUSINESS MACHS COM 459200101   541,607 3,312 SH   SOLE   0 0 3,312
INTUIT COM 461202103   211,261 338 SH   SOLE   0 0 338
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   256,278 12,100 SH   SOLE   0 0 12,100
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   753,495 4,775 SH   SOLE   0 0 4,775
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431   483,338 4,930 SH   SOLE   0 0 4,930
INVESCO QQQ TR UNIT SER 1 46090E103   467,263 1,141 SH   SOLE   0 0 1,141
ISHARES TR CORE S&P500 ETF 464287200   1,300,109 2,722 SH   SOLE   0 0 2,722
ISHARES TR CORE US AGGBD ET 464287226   2,527,005 25,461 SH   SOLE   0 0 25,461
ISHARES TR S&P 500 VAL ETF 464287408   7,243,736 41,657 SH   SOLE   0 0 41,657
ISHARES TR 20 YR TR BD ETF 464287432   926,506 9,370 SH   SOLE   0 0 9,370
ISHARES TR RUS MID CAP ETF 464287499   750,872 9,660 SH   SOLE   0 0 9,660
ISHARES TR RUS 1000 VAL ETF 464287598   587,960 3,558 SH   SOLE   0 0 3,558
ISHARES TR RUS 1000 GRW ETF 464287614   442,326 1,459 SH   SOLE   0 0 1,459
ISHARES TR RUS 1000 ETF 464287622   451,350 1,721 SH   SOLE   0 0 1,721
ISHARES TR RUS 2000 VAL ETF 464287630   546,296 3,517 SH   SOLE   0 0 3,517
ISHARES TR RUS 2000 GRW ETF 464287648   1,787,484 7,087 SH   SOLE   0 0 7,087
ISHARES TR CORE S&P SCP ETF 464287804   1,330,718 12,293 SH   SOLE   0 0 12,293
ISHARES TR SHRT NAT MUN ETF 464288158   247,761 2,350 SH   SOLE   0 0 2,350
ISHARES TR NEW YORK MUN ETF 464288323   9,098,263 168,206 SH   SOLE   0 0 168,206
ISHARES TR NATIONAL MUN ETF 464288414   7,674,995 70,796 SH   SOLE   0 0 70,796
ISHARES TR INTRM GOV CR ETF 464288612   1,848,827 17,648 SH   SOLE   0 0 17,648
ISHARES TR MSCI USA ESG SLC 464288802   293,479 2,920 SH   SOLE   0 0 2,920
ISHARES TR MSCI USA QLT FCT 46432F339   212,618 1,445 SH   SOLE   0 0 1,445
ISHARES TR CORE 1 5 YR USD 46432F859   20,729,692 435,864 SH   SOLE   0 0 435,864
ISHARES TR CORE TOTAL USD 46434V613   2,749,596 59,683 SH   SOLE   0 0 59,683
ISHARES TR CORE DIV GRWTH 46434V621   706,442 13,126 SH   SOLE   0 0 13,126
ISHARES TR ESG AWRE 1 5 YR 46435G243   1,416,970 57,883 SH   SOLE   0 0 57,883
ISHARES TR ESG AWARE MSCI 46435U663   330,248 8,688 SH   SOLE   0 0 8,688
ISHARES U S ETF TR BLACKROCK SHORT 46431W838   323,586 6,473 SH   SOLE   0 0 6,473
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647   14,543,628 285,393 SH   SOLE   0 0 285,393
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   6,465,545 127,425 SH   SOLE   0 0 127,425
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845   724,974 14,413 SH   SOLE   0 0 14,413
JOHNSON & JOHNSON COM 478160104   592,365 3,779 SH   SOLE   0 0 3,779
JPMORGAN CHASE & CO COM 46625H100   980,558 5,765 SH   SOLE   0 0 5,765
LEGG MASON ETF INVT CLEARBRIDEG LR 524682200   23,628,180 395,918 SH   SOLE   0 0 395,918
LOCKHEED MARTIN CORP COM 539830109   315,991 697 SH   SOLE   0 0 697
LOWES COS INC COM 548661107   739,008 3,321 SH   SOLE   0 0 3,321
MARKEL GROUP INC COM 570535104   451,529 318 SH   SOLE   0 0 318
MASTERCARD INCORPORATED CL A 57636Q104   377,462 885 SH   SOLE   0 0 885
MCDONALDS CORP COM 580135101   211,116 712 SH   SOLE   0 0 712
MCKESSON CORP COM 58155Q103   291,678 630 SH   SOLE   0 0 630
MERCK & CO INC COM 58933Y105   576,327 5,286 SH   SOLE   0 0 5,286
META PLATFORMS INC CL A 30303M102   801,366 2,264 SH   SOLE   0 0 2,264
METLIFE INC COM 59156R108   203,416 3,076 SH   SOLE   0 0 3,076
MGM RESORTS INTERNATIONAL COM 552953101   232,340 5,200 SH   SOLE   0 0 5,200
MICROSOFT CORP COM 594918104   4,089,072 10,874 SH   SOLE   0 0 10,874
MONDELEZ INTL INC CL A 609207105   201,967 2,788 SH   SOLE   0 0 2,788
NETFLIX INC COM 64110L106   500,513 1,028 SH   SOLE   0 0 1,028
NIKE INC CL B 654106103   225,901 2,081 SH   SOLE   0 0 2,081
NOVARTIS AG SPONSORED ADR 66987V109   268,381 2,658 SH   SOLE   0 0 2,658
NOVO-NORDISK A S ADR 670100205   310,394 3,000 SH   SOLE   0 0 3,000
NVIDIA CORPORATION COM 67066G104   1,114,245 2,250 SH   SOLE   0 0 2,250
ORACLE CORP COM 68389X105   351,610 3,335 SH   SOLE   0 0 3,335
PACER FDS TR GLOBL CASH ETF 69374H709   399,377 11,654 SH   SOLE   0 0 11,654
PACER FDS TR PACER US SMALL 69374H857   407,535 8,485 SH   SOLE   0 0 8,485
PACER FDS TR US CASH COWS 100 69374H881   404,171 7,774 SH   SOLE   0 0 7,774
PALO ALTO NETWORKS INC COM 697435105   255,072 865 SH   SOLE   0 0 865
PEPSICO INC COM 713448108   294,863 1,736 SH   SOLE   0 0 1,736
PFIZER INC COM 717081103   335,676 11,659 SH   SOLE   0 0 11,659
PHILIP MORRIS INTL INC COM 718172109   334,415 3,555 SH   SOLE   0 0 3,555
PIMCO ETF TR ACTIVE BD ETF 72201R775   795,440 8,604 SH   SOLE   0 0 8,604
PIMCO ETF TR INTER MUN BD ACT 72201R866   4,021,143 76,158 SH   SOLE   0 0 76,158
PROCTER AND GAMBLE CO COM 742718109   412,929 2,818 SH   SOLE   0 0 2,818
PROLOGIS INC. COM 74340W103   237,808 1,784 SH   SOLE   0 0 1,784
QUALCOMM INC COM 747525103   483,473 3,343 SH   SOLE   0 0 3,343
ROSS STORES INC COM 778296103   217,273 1,570 SH   SOLE   0 0 1,570
RTX CORPORATION COM 75513E101   291,530 3,465 SH   SOLE   0 0 3,465
S&P GLOBAL INC COM 78409V104   745,801 1,693 SH   SOLE   0 0 1,693
SALESFORCE INC COM 79466L302   260,246 989 SH   SOLE   0 0 989
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   12,576,587 166,975 SH   SOLE   0 0 166,975
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   234,159 2,737 SH   SOLE   0 0 2,737
SELECT SECTOR SPDR TR INDL 81369Y704   6,489,917 56,934 SH   SOLE   0 0 56,934
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   224,214 1,165 SH   SOLE   0 0 1,165
SERVICENOW INC COM 81762P102   240,914 341 SH   SOLE   0 0 341
SHERWIN WILLIAMS CO COM 824348106   234,861 753 SH   SOLE   0 0 753
SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848   2,285,399 84,519 SH   SOLE   0 0 84,519
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,424,134 7,204 SH   SOLE   0 0 7,204
SPDR SER TR PRTFLO S&P500 GW 78464A409   2,043,286 31,406 SH   SOLE   0 0 31,406
SPDR SER TR PRTFLO S&P500 VL 78464A508   1,582,591 33,939 SH   SOLE   0 0 33,939
SPDR SER TR S&P HOMEBUILD 78464A888   994,004 10,391 SH   SOLE   0 0 10,391
SPDR SER TR NUVEEN BLMBRG SH 78468R739   1,542,566 32,278 SH   SOLE   0 0 32,278
SPDR SER TR PORTFOLIO S&P600 78468R853   1,373,098 32,553 SH   SOLE   0 0 32,553
SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707   849,959 21,049 SH   SOLE   0 0 21,049
STERIS PLC SHS USD G8473T100   236,999 1,078 SH   SOLE   0 0 1,078
STRYKER CORPORATION COM 863667101   525,553 1,755 SH   SOLE   0 0 1,755
TESLA INC COM 88160R101   1,095,052 4,407 SH   SOLE   0 0 4,407
THERMO FISHER SCIENTIFIC INC COM 883556102   426,757 804 SH   SOLE   0 0 804
TJX COS INC NEW COM 872540109   391,001 4,168 SH   SOLE   0 0 4,168
UBER TECHNOLOGIES INC COM 90353T100   555,485 9,022 SH   SOLE   0 0 9,022
UNION PAC CORP COM 907818108   631,137 2,570 SH   SOLE   0 0 2,570
UNITEDHEALTH GROUP INC COM 91324P102   2,148,719 4,081 SH   SOLE   0 0 4,081
VANECK ETF TRUST IG FLOATING RATE 92189F486   1,408,577 56,007 SH   SOLE   0 0 56,007
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   2,009,807 23,681 SH   SOLE   0 0 23,681
VANECK ETF TRUST INTRMDT MUNI ETF 92189H201   807,882 17,178 SH   SOLE   0 0 17,178
VANGUARD BD INDEX FDS INTERMED TERM 921937819   409,397 5,360 SH   SOLE   0 0 5,360
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   310,930 4,037 SH   SOLE   0 0 4,037
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   252,865 3,438 SH   SOLE   0 0 3,438
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   211,269 2,391 SH   SOLE   0 0 2,391
VANGUARD INDEX FDS SM CP VAL ETF 922908611   17,659,802 98,126 SH   SOLE   0 0 98,126
VANGUARD INDEX FDS VALUE ETF 922908744   380,784 2,547 SH   SOLE   0 0 2,547
VANGUARD INDEX FDS SMALL CP ETF 922908751   245,153 1,149 SH   SOLE   0 0 1,149
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,011,507 4,264 SH   SOLE   0 0 4,264
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   5,474,296 107,234 SH   SOLE   0 0 107,234
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   236,529 4,055 SH   SOLE   0 0 4,055
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   258,759 2,318 SH   SOLE   0 0 2,318
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   407,185 6,124 SH   SOLE   0 0 6,124
VERISK ANALYTICS INC COM 92345Y106   208,525 873 SH   SOLE   0 0 873
VERIZON COMMUNICATIONS INC COM 92343V104   218,414 5,793 SH   SOLE   0 0 5,793
VIRTUS DIVIDEND INTEREST & P COM 92840R101   990,234 78,590 SH   SOLE   0 0 78,590
VISA INC COM CL A 92826C839   1,567,884 6,022 SH   SOLE   0 0 6,022
WALMART INC COM 931142103   303,319 1,924 SH   SOLE   0 0 1,924
WHITE MTNS INS GROUP LTD COM G9618E107   335,618 223 SH   SOLE   0 0 223
WISDOMTREE TR YIELD ENHANCD US 97717X511   2,234,720 50,766 SH   SOLE   0 0 50,766
ZOETIS INC CL A 98978V103   218,094 1,105 SH   SOLE   0 0 1,105