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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
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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   413,460 2,668 SH   SOLE   0 0 2,668
ADOBE INC COM 00724F101   234,464 393 SH   SOLE   0 0 393
AECOM COM 00766T100   253,998 2,748 SH   SOLE   0 0 2,748
AFFILIATED MANAGERS GROUP INC COM 008252108   2,307,035 15,236 SH   SOLE   0 0 15,236
AIR PRODS & CHEMS INC COM 009158106   297,347 1,086 SH   SOLE   0 0 1,086
ALPHABET INC CAP STK CL A 02079K305   1,576,821 11,288 SH   SOLE   0 0 11,288
ALPHABET INC CAP STK CL C 02079K107   1,159,290 8,226 SH   SOLE   0 0 8,226
AMAZON COM INC COM 023135106   2,233,199 14,698 SH   SOLE   0 0 14,698
AMER STATES WTR CO COM 029899101   241,260 3,000 SH   SOLE   0 0 3,000
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   23,851,950 423,048 SH   SOLE   0 0 423,048
AMERICAN EXPRESS CO COM 025816109   281,010 1,500 SH   SOLE   0 0 1,500
AMKOR TECHNOLOGY INC COM 031652100   334,031 10,040 SH   SOLE   0 0 10,040
AON PLC SHS CL A G0403H108   379,933 1,306 SH   SOLE   0 0 1,306
APPLE INC COM 037833100   11,485,763 59,657 SH   SOLE   0 0 59,657
ASML HOLDING N V N Y REGISTRY SHS N07059210   208,910 276 SH   SOLE   0 0 276
AT&T INC COM 00206R102   1,274,299 75,942 SH   SOLE   0 0 75,942
AUTOMATIC DATA PROCESSING IN COM 053015103   202,451 869 SH   SOLE   0 0 869
BANK AMERICA CORP COM 060505104   474,767 14,101 SH   SOLE   0 0 14,101
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,713,125 5 SH   SOLE   0 0 5
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,315,362 3,688 SH   SOLE   0 0 3,688
BLACKROCK CAP ALLOCATION TERM COM 09260U109   535,571 35,824 SH   SOLE   0 0 35,824
BLACKROCK INC COM 09247X101   614,533 757 SH   SOLE   0 0 757
BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108   152,537 20,810 SH   SOLE   0 0 20,810
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105   2,836,434 136,367 SH   SOLE   0 0 136,367
BLACKROCK SCIENCE & TECHNOLO SHS BEN INT 09260K101   276,664 16,557 SH   SOLE   0 0 16,557
BLACKSTONE INC COM 09260D107   16,741,658 127,877 SH   SOLE   0 0 127,877
BLACKSTONE MTG TR INC COM CL A 09257W100   263,516 12,389 SH   SOLE   0 0 12,389
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   32,689,852 1,182,681 SH   SOLE   0 0 1,182,681
BOEING CO COM 097023105   294,201 1,129 SH   SOLE   0 0 1,129
BROADCOM INC COM 11135F101   467,709 419 SH   SOLE   0 0 419
BUILDERS FIRSTSOURCE INC COM 12008R107   231,379 1,386 SH   SOLE   0 0 1,386
CHEVRON CORP NEW COM 166764100   649,097 4,352 SH   SOLE   0 0 4,352
CHUBB LIMITED COM H1467J104   12,414,440 54,931 SH   SOLE   0 0 54,931
CISCO SYS INC COM 17275R102   414,062 8,196 SH   SOLE   0 0 8,196
COCA COLA CO COM 191216100   467,492 7,933 SH   SOLE   0 0 7,933
COLUMBIA ETF TR I RESH ENHNC COR 19761L706   23,840,777 860,497 SH   SOLE   0 0 860,497
COLUMBIA ETF TR I MULTI SEC MUNI 19761L607   5,990,920 287,059 SH   SOLE   0 0 287,059
COMCAST CORP NEW CL A 20030N101   4,260,400 97,158 SH   SOLE   0 0 97,158
CORTEVA INC COM 22052L104   401,767 8,384 SH   SOLE   0 0 8,384
COSTCO WHSL CORP NEW COM 22160K105   693,744 1,051 SH   SOLE   0 0 1,051
CVS HEALTH CORP COM 126650100   224,483 2,843 SH   SOLE   0 0 2,843
DISNEY WALT CO COM 254687106   633,113 7,012 SH   SOLE   0 0 7,012
DOW INC COM 260557103   532,188 9,704 SH   SOLE   0 0 9,704
DUPONT DE NEMOURS INC COM 26614N102   639,562 8,314 SH   SOLE   0 0 8,314
EATON VANCE TAX-MANAGED GLOBAL COM 27829F108   154,400 20,000 SH   SOLE   0 0 20,000
ECOVYST INC COM 27923Q109   354,531 36,288 SH   SOLE   0 0 36,288
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   216,199 15,667 SH   SOLE   0 0 15,667
EXCHANGE LISTED FDS TR SABA INT RATE 30151E806   454,309 23,949 SH   SOLE   0 0 23,949
EXXON MOBIL CORP COM 30231G102   860,984 8,612 SH   SOLE   0 0 8,612
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709   257,044 4,198 SH   SOLE   0 0 4,198
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755   32,016,688 1,205,106 SH   SOLE   0 0 1,205,106
GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230   12,453,749 249,024 SH   SOLE   0 0 249,024
GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107   2,338,880 71,613 SH   SOLE   0 0 71,613
GOLUB CAP BDC INC COM 38173M102   577,635 38,254 SH   SOLE   0 0 38,254
HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD 41653L404   13,598,298 688,204 SH   SOLE   0 0 688,204
HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503   6,329,109 162,535 SH   SOLE   0 0 162,535
HOME DEPOT INC COM 437076102   814,046 2,349 SH   SOLE   0 0 2,349
HUBBELL INC COM 443510607   1,019,025 3,098 SH   SOLE   0 0 3,098
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827   5,785,009 235,546 SH   SOLE   0 0 235,546
INNOVATOR ETFS TR EQUITY DEF PROTN 45783Y541   23,121,160 900,781 SH   SOLE   0 0 900,781
INTEL CORP COM 458140100   322,354 6,415 SH   SOLE   0 0 6,415
INTERNATIONAL BUSINESS MACHS COM 459200101   710,175 4,342 SH   SOLE   0 0 4,342
INTUIT COM 461202103   253,762 406 SH   SOLE   0 0 406
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   224,822 10,840 SH   SOLE   0 0 10,840
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698   3,244,689 38,021 SH   SOLE   0 0 38,021
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   2,297,674 36,669 SH   SOLE   0 0 36,669
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511   284,009 24,761 SH   SOLE   0 0 24,761
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   8,057,892 51,064 SH   SOLE   0 0 51,064
INVESCO QQQ TR UNIT SER 1 46090E103   28,880,560 70,523 SH   SOLE   0 0 70,523
ISHARES GOLD TR ISHARES NEW 464285204   4,101,044 105,074 SH   SOLE   0 0 105,074
ISHARES INC CORE MSCI EMKT 46434G103   523,845 10,357 SH   SOLE   0 0 10,357
ISHARES TR GLOBAL 100 ETF 464287572   58,313,199 724,233 SH   SOLE   0 0 724,233
ISHARES TR S&P 100 ETF 464287101   21,130,246 94,589 SH   SOLE   0 0 94,589
ISHARES TR CORE S&P US GWT 464287671   13,919,042 133,708 SH   SOLE   0 0 133,708
ISHARES TR CORE S&P US VLU 464287663   12,439,857 147,514 SH   SOLE   0 0 147,514
ISHARES TR MSCI ACWI ETF 464288257   8,010,574 78,713 SH   SOLE   0 0 78,713
ISHARES TR CORE S&P TTL STK 464287150   6,389,993 60,724 SH   SOLE   0 0 60,724
ISHARES TR RUS 1000 GRW ETF 464287614   4,173,135 13,765 SH   SOLE   0 0 13,765
ISHARES TR CORE MSCI TOTAL 46432F834   3,288,413 50,646 SH   SOLE   0 0 50,646
ISHARES TR CORE S&P SCP ETF 464287804   2,542,421 23,487 SH   SOLE   0 0 23,487
ISHARES TR MSCI USA QLT FCT 46432F339   2,357,204 16,020 SH   SOLE   0 0 16,020
ISHARES TR CORE S&P MCP ETF 464287507   1,884,991 6,801 SH   SOLE   0 0 6,801
ISHARES TR RUS 1000 VAL ETF 464287598   1,223,511 7,404 SH   SOLE   0 0 7,404
ISHARES TR CORE HIGH DV ETF 46429B663   862,325 8,455 SH   SOLE   0 0 8,455
ISHARES TR MSCI EAFE ETF 464287465   554,802 7,363 SH   SOLE   0 0 7,363
ISHARES TR CORE MSCI EAFE 46432F842   444,007 6,311 SH   SOLE   0 0 6,311
ISHARES TR MSCI USA MMENTM 46432F396   422,034 2,690 SH   SOLE   0 0 2,690
ISHARES TR S&P 500 GRWT ETF 464287309   367,582 4,895 SH   SOLE   0 0 4,895
ISHARES TR RUSSELL 2000 ETF 464287655   356,260 1,775 SH   SOLE   0 0 1,775
ISHARES TR RUS MD CP GR ETF 464287481   274,416 2,627 SH   SOLE   0 0 2,627
ISHARES TR S&P SML 600 GWT 464287887   258,790 2,068 SH   SOLE   0 0 2,068
ISHARES TR CORE DIV GRWTH 46434V621   252,201 4,686 SH   SOLE   0 0 4,686
ISHARES TR S&P MC 400GR ETF 464287606   246,612 3,113 SH   SOLE   0 0 3,113
ISHARES TR RUS 1000 ETF 464287622   233,411 890 SH   SOLE   0 0 890
ISHARES TR ESG AWR MSCI USA 46435G425   206,378 1,967 SH   SOLE   0 0 1,967
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   8,673,137 165,866 SH   SOLE   0 0 165,866
J P MORGAN EXCHANGE TRADED F INTERNL GWT 46641Q324   237,485 4,071 SH   SOLE   0 0 4,071
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   226,135 4,502 SH   SOLE   0 0 4,502
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206   34,001,673 645,794 SH   SOLE   0 0 645,794
JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107   1,358,965 23,108 SH   SOLE   0 0 23,108
JOHNSON & JOHNSON COM 478160104   788,274 5,029 SH   SOLE   0 0 5,029
JPMORGAN CHASE & CO COM 46625H100   2,438,455 14,335 SH   SOLE   0 0 14,335
LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102   206,911 7,546 SH   SOLE   0 0 7,546
LILLY ELI & CO COM 532457108   912,853 1,566 SH   SOLE   0 0 1,566
LINDE PLC SHS G54950103   7,831,850 19,069 SH   SOLE   0 0 19,069
LOCKHEED MARTIN CORP COM 539830109   332,225 733 SH   SOLE   0 0 733
MARSH & MCLENNAN COS INC COM 571748102   690,808 3,646 SH   SOLE   0 0 3,646
MASTERCARD INCORPORATED CL A 57636Q104   594,555 1,394 SH   SOLE   0 0 1,394
MERCK & CO INC COM 58933Y105   380,891 3,494 SH   SOLE   0 0 3,494
META PLATFORMS INC CL A 30303M102   936,932 2,647 SH   SOLE   0 0 2,647
MICROSOFT CORP COM 594918104   4,845,909 12,887 SH   SOLE   0 0 12,887
MORGAN STANLEY COM NEW 617446448   349,128 3,744 SH   SOLE   0 0 3,744
NEXTERA ENERGY INC COM 65339F101   326,174 5,370 SH   SOLE   0 0 5,370
NVIDIA CORPORATION COM 67066G104   912,693 1,843 SH   SOLE   0 0 1,843
OWL ROCK CAPITAL CORPORATION COM 69121K104   849,539 57,557 SH   SOLE   0 0 57,557
PACER FDS TR DEVELOPED MRKT 69374H873   35,829,731 1,146,998 SH   SOLE   0 0 1,146,998
PACER FDS TR PACER US SMALL 69374H857   35,053,487 729,994 SH   SOLE   0 0 729,994
PACER FDS TR GLOBL CASH ETF 69374H709   3,283,132 95,802 SH   SOLE   0 0 95,802
PEPSICO INC COM 713448108   380,588 2,241 SH   SOLE   0 0 2,241
PFIZER INC COM 717081103   796,078 27,651 SH   SOLE   0 0 27,651
PIMCO ETF TR SHTRM MUN BD ACT 72201R874   414,621 8,288 SH   SOLE   0 0 8,288
PIMCO INCOME STRATEGY FD II COM 72201J104   79,530 11,000 SH   SOLE   0 0 11,000
PJT PARTNERS INC COM CL A 69343T107   246,831 2,423 SH   SOLE   0 0 2,423
PNC FINL SVCS GROUP INC COM 693475105   209,535 1,353 SH   SOLE   0 0 1,353
PROCTER AND GAMBLE CO COM 742718109   834,985 5,698 SH   SOLE   0 0 5,698
PUTNAM ETF TRUST FOCUSED LAR CAP 746729300   39,813,216 1,262,454 SH   SOLE   0 0 1,262,454
RBB FD INC MOTLEY FOL ETF 74933W601   24,652,753 552,184 SH   SOLE   0 0 552,184
RBB FD INC US TREASRY 12 MT 74933W478   20,934,200 419,228 SH   SOLE   0 0 419,228
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   845,757 4,394 SH   SOLE   0 0 4,394
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   528,336 3,874 SH   SOLE   0 0 3,874
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   440,747 11,722 SH   SOLE   0 0 11,722
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   316,144 4,351 SH   SOLE   0 0 4,351
SIRIUS XM HOLDINGS INC COM 82968B103   227,371 41,567 SH   SOLE   0 0 41,567
SOCIETAL CDMO INC COM 75629F109   16,754 47,800 SH   SOLE   0 0 47,800
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   11,728,068 31,120 SH   SOLE   0 0 31,120
SPDR GOLD TR GOLD SHS 78463V107   2,209,608 11,558 SH   SOLE   0 0 11,558
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,784,998 12,171 SH   SOLE   0 0 12,171
SPDR SER TR PORTFOLIO S&P600 78468R853   552,351 13,095 SH   SOLE   0 0 13,095
SPDR SER TR S&P BIOTECH 78464A870   267,922 3,001 SH   SOLE   0 0 3,001
STARBUCKS CORP COM 855244109   200,763 2,091 SH   SOLE   0 0 2,091
TESLA INC COM 88160R101   403,283 1,623 SH   SOLE   0 0 1,623
TJX COS INC NEW COM 872540109   201,598 2,149 SH   SOLE   0 0 2,149
UBER TECHNOLOGIES INC COM 90353T100   243,940 3,962 SH   SOLE   0 0 3,962
UNITED PARCEL SERVICE INC CL B 911312106   1,269,318 8,073 SH   SOLE   0 0 8,073
UNITEDHEALTH GROUP INC COM 91324P102   522,913 993 SH   SOLE   0 0 993
VANGUARD BD INDEX FDS INTERMED TERM 921937819   51,158,020 669,834 SH   SOLE   0 0 669,834
VANGUARD INDEX FDS VALUE ETF 922908744   2,784,057 18,622 SH   SOLE   0 0 18,622
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,073,183 4,524 SH   SOLE   0 0 4,524
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   760,121 5,242 SH   SOLE   0 0 5,242
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   735,956 1,685 SH   SOLE   0 0 1,685
VANGUARD INDEX FDS SML CP GRW ETF 922908595   460,091 1,903 SH   SOLE   0 0 1,903
VANGUARD INDEX FDS SM CP VAL ETF 922908611   296,780 1,649 SH   SOLE   0 0 1,649
VANGUARD INDEX FDS GROWTH ETF 922908736   230,256 741 SH   SOLE   0 0 741
VANGUARD INDEX FDS SMALL CP ETF 922908751   221,629 1,039 SH   SOLE   0 0 1,039
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   261,195 5,500 SH   SOLE   0 0 5,500
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   744,982 9,549 SH   SOLE   0 0 9,549
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   5,566,733 32,669 SH   SOLE   0 0 32,669
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   279,666 5,839 SH   SOLE   0 0 5,839
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   285,360 3,093 SH   SOLE   0 0 3,093
VERIZON COMMUNICATIONS INC COM 92343V104   247,648 6,569 SH   SOLE   0 0 6,569
VICTORY PORTFOLIOS II VCTRYSHS USAA CR 92647N535   12,632,319 254,738 SH   SOLE   0 0 254,738
VISA INC COM CL A 92826C839   569,646 2,188 SH   SOLE   0 0 2,188
WALMART INC COM 931142103   296,697 1,882 SH   SOLE   0 0 1,882
WARNER BROS DISCOVERY INC COM SER A 934423104   202,473 17,792 SH   SOLE   0 0 17,792
WASTE MGMT INC DEL COM 94106L109   296,231 1,654 SH   SOLE   0 0 1,654
WELLS FARGO CO NEW COM 949746101   234,871 4,772 SH   SOLE   0 0 4,772
WISDOMTREE TR US QTLY DIV GRT 97717X669   42,536,468 605,300 SH   SOLE   0 0 605,300
WISDOMTREE TR US LARGECAP DIVD 97717W307   1,887,943 28,441 SH   SOLE   0 0 28,441
WISDOMTREE TR ITL HDG QTLY DIV 97717X594   632,327 15,059 SH   SOLE   0 0 15,059
WISDOMTREE TR US TOTAL DIVIDND 97717W109   469,821 7,186 SH   SOLE   0 0 7,186
WISDOMTREE TR ITL HIGH DIV FD 97717W802   237,082 6,096 SH   SOLE   0 0 6,096
WISDOMTREE TR EM EX ST-OWNED 97717X578   228,037 7,896 SH   SOLE   0 0 7,896