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 Common Stock 00287Y109   7,307 37 SH   SOLE   0 0 37
ACCENTURE PLC IRELAND SHS CLASS A Common Stock G1151C101   4,242 12 SH   SOLE   0 0 12
AFLAC INC COM Common Stock 001055102   9,503 85 SH   SOLE   0 0 85
ALPHA ARCHITECT 1-3 MONTH BOX ETF Exchange Traded Fund 02072L565   3,595 33 SH   SOLE   0 0 33
ALPHABET INC CAP STK CL A Common Stock 02079K305   72,974 440 SH   SOLE   0 0 440
AMAZON COM INC COM Common Stock 023135106   52,172 280 SH   SOLE   0 0 280
AT&T INC COM Common Stock 00206R102   3,674 167 SH   SOLE   0 0 167
BANK MONTREAL QUE COM Common Stock 063671101   4,059 45 SH   SOLE   0 0 45
BROADCOM INC COM Common Stock 11135F101   12,075 70 SH   SOLE   0 0 70
COCA COLA CO COM Common Stock 191216100   25,104 347 SH   SOLE   0 0 347
COLUMBIA U.S. EQUITY INCOME ETF Exchange Traded Fund 19761L854   66,738 1,410 SH   SOLE   0 0 1,410
DANAHER CORPORATION COM Common Stock 235851102   4,174 15 SH   SOLE   0 0 15
DOW INC COM Common Stock 260557103   4,644 85 SH   SOLE   0 0 85
ENERGY SELECT SECTOR SPDR FUND Exchange Traded Fund 81369Y506   123,798 1,410 SH   SOLE   0 0 1,410
EXXON MOBIL CORP COM Common Stock 30231G102   9,026 77 SH   SOLE   0 0 77
HOME DEPOT INC COM Common Stock 437076102   69,020 170 SH   SOLE   0 0 170
INTEL CORP COM Common Stock 458140100   587 25 SH   SOLE   0 0 25
INTERNATIONAL BUSINESS MACHS COM Common Stock 459200101   12,823 58 SH   SOLE   0 0 58
INVESCO QQQ TRUST SERIES I Exchange Traded Fund 46090E103   2,444 5 SH   SOLE   0 0 5
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF Exchange Traded Fund 46434V407   71,860 1,655 SH   SOLE   0 0 1,655
ISHARES 20 YEAR TREASURY BOND ETF Exchange Traded Fund 464287432   182,172 1,857 SH   SOLE   0 0 1,857
ISHARES CORE DIVIDEND GROWTH ETF Exchange Traded Fund 46434V621   1,256,057 20,036 SH   SOLE   0 0 20,036
ISHARES CORE MSCI EMERGING MARKETS ETF Exchange Traded Fund 46434G103   82,498 1,437 SH   SOLE   0 0 1,437
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF Exchange Traded Fund 46432F834   18,303 252 SH   SOLE   0 0 252
ISHARES CORE S&P 500 ETF Exchange Traded Fund 464287200   1,174,982 2,037 SH   SOLE   0 0 2,037
ISHARES CORE S&P MID-CAP ETF Exchange Traded Fund 464287507   912,365 14,640 SH   SOLE   0 0 14,640
ISHARES CORE S&P SMALL CAP ETF Exchange Traded Fund 464287804   564,215 4,824 SH   SOLE   0 0 4,824
ISHARES CORE TOTAL USD BOND MARKET ETF Exchange Traded Fund 46434V613   1,031,928 21,900 SH   SOLE   0 0 21,900
ISHARES CORE U.S. AGGREGATE BOND ETF Exchange Traded Fund 464287226   545,744 5,389 SH   SOLE   0 0 5,389
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF Exchange Traded Fund 46435G243   235,749 9,370 SH   SOLE   0 0 9,370
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF Exchange Traded Fund 46435U663   279,149 6,675 SH   SOLE   0 0 6,675
ISHARES ESG AWARE USD CORPORATE BOND ETF Exchange Traded Fund 46435G193   488,528 20,535 SH   SOLE   0 0 20,535
ISHARES ESG SCREENED S&P MID-CAP ETF Exchange Traded Fund 46436E551   33,831 800 SH   SOLE   0 0 800
ISHARES ESG SCREENED S&P SMALL-CAP ETF Exchange Traded Fund 46436E544   16,724 400 SH   SOLE   0 0 400
ISHARES FLEXIBLE INCOME ACTIVE ETF Exchange Traded Fund 092528603   644,876 12,047 SH   SOLE   0 0 12,047
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF Exchange Traded Fund 46434VBG4   173,445 6,880 SH   SOLE   0 0 6,880
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF Exchange Traded Fund 46434VBD1   170,680 6,800 SH   SOLE   0 0 6,800
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF Exchange Traded Fund 46435GAA0   169,857 6,990 SH   SOLE   0 0 6,990
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF Exchange Traded Fund 46435UAA9   169,372 6,950 SH   SOLE   0 0 6,950
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF Exchange Traded Fund 46435U515   89,610 3,510 SH   SOLE   0 0 3,510
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF Exchange Traded Fund 46436E205   94,040 4,000 SH   SOLE   0 0 4,000
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF Exchange Traded Fund 46436E726   93,114 4,200 SH   SOLE   0 0 4,200
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF Exchange Traded Fund 464287242   13,784 122 SH   SOLE   0 0 122
ISHARES MSCI EAFE GROWTH ETF Exchange Traded Fund 464288885   26,051 242 SH   SOLE   0 0 242
ISHARES MSCI EAFE VALUE ETF Exchange Traded Fund 464288877   38,142 663 SH   SOLE   0 0 663
ISHARES MSCI EMERGING MARKETS EX CHINA ETF Exchange Traded Fund 46434G764   18,883 309 SH   SOLE   0 0 309
ISHARES MSCI INTL QUALITY FACTOR ETF Exchange Traded Fund 46434V456   1,270,507 30,622 SH   SOLE   0 0 30,622
ISHARES MSCI USA MIN VOL FACTOR ETF Exchange Traded Fund 46429B697   5,703,855 62,467 SH   SOLE   0 0 62,467
ISHARES MSCI USA QUALITY FACTOR ETF Exchange Traded Fund 46432F339   3,029,094 16,894 SH   SOLE   0 0 16,894
ISHARES PREFERRED & INCOME SECURITIES ETF Exchange Traded Fund 464288687   13,192 397 SH   SOLE   0 0 397
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF Exchange Traded Fund 09290C103   831,294 16,804 SH   SOLE   0 0 16,804
ISHARES U.S. INFRASTRUCTURE ETF Exchange Traded Fund 46435U713   13,011 277 SH   SOLE   0 0 277
ISHARES U.S. TECHNOLOGY ETF Exchange Traded Fund 464287721   20,014 132 SH   SOLE   0 0 132
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF Exchange Traded Fund 46434V878   746,436 14,711 SH   SOLE   0 0 14,711
JOHNSON & JOHNSON COM Common Stock 478160104   5,672 35 SH   SOLE   0 0 35
JPMORGAN CHASE & CO. COM Common Stock 46625H100   6,326 30 SH   SOLE   0 0 30
KYNDRYL HLDGS INC COMMON STOCK Common Stock 50155Q100   230 10 SH   SOLE   0 0 10
MEDTRONIC PLC SHS Common Stock G5960L103   3,357 37 SH   SOLE   0 0 37
MERCK & CO INC COM Common Stock 58933Y105   7,431 65 SH   SOLE   0 0 65
MICROSOFT CORP COM Common Stock 594918104   73,151 170 SH   SOLE   0 0 170
PAYCHEX INC COM Common Stock 704326107   9,662 72 SH   SOLE   0 0 72
PEPSICO INC COM Common Stock 713448108   7,142 42 SH   SOLE   0 0 42
ROBLOX CORP CL A Common Stock 771049103   6,639 150 SH   SOLE   0 0 150
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF Exchange Traded Fund 78464A359   217,899 2,845 SH   SOLE   0 0 2,845
SPDR GOLD SHARES Exchange Traded Fund 78463V107   3,344,992 13,762 SH   SOLE   0 0 13,762
SPDR PORTFOLIO S&P 500 ETF Exchange Traded Fund 78464A854   1,524,173 22,577 SH   SOLE   0 0 22,577
SPDR PORTFOLIO S&P 500 GROWTH ETF Exchange Traded Fund 78464A409   3,290,147 39,669 SH   SOLE   0 0 39,669
SPDR PORTFOLIO S&P 500 VALUE ETF Exchange Traded Fund 78464A508   3,040,296 57,516 SH   SOLE   0 0 57,516
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF Exchange Traded Fund 78464A474   161,029 5,318 SH   SOLE   0 0 5,318
SPDR S&P 500 ESG ETF Exchange Traded Fund 78468R531   142,746 2,560 SH   SOLE   0 0 2,560
TEXAS INSTRS INC COM Common Stock 882508104   7,023 34 SH   SOLE   0 0 34
UNITED PARCEL SERVICE INC CL B Common Stock 911312106   6,408 47 SH   SOLE   0 0 47
VANGUARD DIVIDEND APPRECIATION ETF Exchange Traded Fund 921908844   1,054,144 5,300 SH   SOLE   0 0 5,300
VANGUARD ESG INTERNATIONAL STOCK ETF Exchange Traded Fund 921910725   30,755 500 SH   SOLE   0 0 500
VANGUARD ESG U.S. STOCK ETF Exchange Traded Fund 921910733   40,660 400 SH   SOLE   0 0 400
VANGUARD GROWTH ETF Exchange Traded Fund 922908736   7,631,291 19,877 SH   SOLE   0 0 19,877
VANGUARD HIGH DIVIDEND YIELD INDEX ETF Exchange Traded Fund 921946406   3,376,916 26,341 SH   SOLE   0 0 26,341
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF Exchange Traded Fund 92206C870   250,245 2,988 SH   SOLE   0 0 2,988
VANGUARD INTERMEDIATE-TERM TREASURY ETF Exchange Traded Fund 92206C706   1,547,598 25,614 SH   SOLE   0 0 25,614
VANGUARD LARGE-CAP ETF Exchange Traded Fund 922908637   3,296,092 12,481 SH   SOLE   0 0 12,481
VANGUARD MEGA CAP ETF Exchange Traded Fund 921910873   113,445 549 SH   SOLE   0 0 549
VANGUARD MEGA CAP GROWTH ETF Exchange Traded Fund 921910816   6,177,577 19,188 SH   SOLE   0 0 19,188
VANGUARD MEGA CAP VALUE ETF Exchange Traded Fund 921910840   2,945,950 22,965 SH   SOLE   0 0 22,965
VANGUARD MID-CAP ETF Exchange Traded Fund 922908629   2,756,232 10,447 SH   SOLE   0 0 10,447
VANGUARD MID-CAP GROWTH ETF Exchange Traded Fund 922908538   330,145 1,356 SH   SOLE   0 0 1,356
VANGUARD MID-CAP VALUE ETF Exchange Traded Fund 922908512   201,204 1,200 SH   SOLE   0 0 1,200
VANGUARD MORTGAGE-BACKED SECURITIES ETF Exchange Traded Fund 92206C771   139,364 2,952 SH   SOLE   0 0 2,952
VANGUARD S&P 500 ETF Exchange Traded Fund 922908363   211,723 400 SH   SOLE   0 0 400
VANGUARD SHORT-TERM CORPORATE BOND ETF Exchange Traded Fund 92206C409   12,469 157 SH   SOLE   0 0 157
VANGUARD SHORT-TERM TREASURY ETF Exchange Traded Fund 92206C102   3,328,020 56,388 SH   SOLE   0 0 56,388
VANGUARD SMALL CAP VALUE ETF Exchange Traded Fund 922908611   277,598 1,383 SH   SOLE   0 0 1,383
VANGUARD SMALL-CAP ETF Exchange Traded Fund 922908751   2,982,559 12,536 SH   SOLE   0 0 12,536
VANGUARD SMALL-CAP GROWTH ETF Exchange Traded Fund 922908595   353,234 1,321 SH   SOLE   0 0 1,321
VANGUARD TAX-EXEMPT BOND ETF Exchange Traded Fund 922907746   306,720 6,000 SH   SOLE   0 0 6,000
VANGUARD TOTAL BOND MARKET ETF Exchange Traded Fund 921937835   1,742,702 23,202 SH   SOLE   0 0 23,202
VANGUARD TOTAL STOCK MARKET ETF Exchange Traded Fund 922908769   31,811 112 SH   SOLE   0 0 112
VANGUARD VALUE ETF Exchange Traded Fund 922908744   2,284,485 13,086 SH   SOLE   0 0 13,086
VERALTO CORP COM SHS Common Stock 92338C103   560 5 SH   SOLE   0 0 5
VERIZON COMMUNICATIONS INC COM Common Stock 92343V104   4,581 102 SH   SOLE   0 0 102
WALMART INC COM Common Stock 931142103   9,506 118 SH   SOLE   0 0 118
WARNER BROS DISCOVERY INC COM SER A Common Stock 934423104   330 40 SH   SOLE   0 0 40
WEC ENERGY GROUP INC COM Common Stock 92939U106   6,444 67 SH   SOLE   0 0 67