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
AMAZON COM INC COM 023135106   2,435,856 13,460 SH   SOLE   0 0 13,460
ISHARES TR MORNINGSTAR GRWT 464287119   332,986 4,411 SH   SOLE   0 0 4,411
INVESCO QQQ TR UNIT SER 1 46090E103   1,607,367 3,612 SH   SOLE   0 0 3,612
STERICYCLE INC COM 858912108   474,526 9,122 SH   SOLE   0 0 9,122
ELEVANCE HEALTH INC COM 036752103   231,684 449 SH   SOLE   0 0 449
SPDR SER TR PORTFLI INTRMDIT 78464A672   211,346 7,567 SH   SOLE   0 0 7,567
MONSTER BEVERAGE CORP NEW COM 61174X109   245,395 4,250 SH   SOLE   0 0 4,250
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   599,855 3,453 SH   SOLE   0 0 3,453
COSTCO WHSL CORP NEW COM 22160K105   336,819 467 SH   SOLE   0 0 467
TELEDYNE TECHNOLOGIES INC COM 879360105   241,360 568 SH   SOLE   0 0 568
PROCTER AND GAMBLE CO COM 742718109   2,649,891 16,502 SH   SOLE   0 0 16,502
HUNT J B TRANS SVCS INC COM 445658107   282,342 1,437 SH   SOLE   0 0 1,437
NETFLIX INC COM 64110L106   340,942 555 SH   SOLE   0 0 555
POOL CORP COM 73278L105   256,832 640 SH   SOLE   0 0 640
PROLOGIS INC. COM 74340W103   340,651 2,663 SH   SOLE   0 0 2,663
SPDR S&P 500 ETF TR TR UNIT 78462F103   599,801 1,149 SH   SOLE   0 0 1,149
MASTERCARD INCORPORATED CL A 57636Q104   1,969,573 4,117 SH   SOLE   0 0 4,117
ISHARES TR 1 3 YR TREAS BD 464287457   1,404,904 17,272 SH   SOLE   0 0 17,272
KIMBERLY-CLARK CORP COM 494368103   207,883 1,614 SH   SOLE   0 0 1,614
DBX ETF TR XTRACK USD HIGH 233051432   518,064 14,647 SH   SOLE   0 0 14,647
ISHARES TR ESG AWR MSCI USA 46435G425   306,241 2,669 SH   SOLE   0 0 2,669
HOME DEPOT INC COM 437076102   218,978 595 SH   SOLE   0 0 595
AUTOMATIC DATA PROCESSING IN COM 053015103   893,910 3,644 SH   SOLE   0 0 3,644
FAIR ISAAC CORP COM 303250104   360,004 287 SH   SOLE   0 0 287
VERISK ANALYTICS INC COM 92345Y106   291,441 1,252 SH   SOLE   0 0 1,252
COOPER COS INC COM 216648501   919,260 9,263 SH   SOLE   0 0 9,263
SPDR GOLD TR GOLD SHS 78463V107   1,543,064 7,425 SH   SOLE   0 0 7,425
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   242,453 1,193 SH   SOLE   0 0 1,193
LABORATORY CORP AMER HLDGS COM NEW 50540R409   334,693 1,547 SH   SOLE   0 0 1,547
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   203,238 5,230 SH   SOLE   0 0 5,230
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   4,368,164 70,477 SH   SOLE   0 0 70,477
IQVIA HLDGS INC COM 46266C105   1,040,774 4,182 SH   SOLE   0 0 4,182
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   384,665 4,145 SH   SOLE   0 0 4,145
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   236,152 562 SH   SOLE   0 0 562
ADOBE INC COM 00724F101   386,609 770 SH   SOLE   0 0 770
ALPHABET INC CAP STK CL A 02079K305   402,719 2,590 SH   SOLE   0 0 2,590
CONSTELLATION BRANDS INC CL A 21036P108   761,824 2,864 SH   SOLE   0 0 2,864
MICROSOFT CORP COM 594918104   9,515,495 22,412 SH   SOLE   0 0 22,412
VALERO ENERGY CORP COM 91913Y100   265,693 1,539 SH   SOLE   0 0 1,539
NISOURCE INC COM 65473P105   221,544 8,062 SH   SOLE   0 0 8,062
SIMON PPTY GROUP INC NEW COM 828806109   390,607 2,545 SH   SOLE   0 0 2,545
VANGUARD INDEX FDS SMALL CP ETF 922908751   735,868 3,247 SH   SOLE   0 0 3,247
VANGUARD INDEX FDS MID CAP ETF 922908629   678,688 2,734 SH   SOLE   0 0 2,734
NIKE INC CL B 654106103   681,612 7,364 SH   SOLE   0 0 7,364
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   293,349 5,077 SH   SOLE   0 0 5,077
ISHARES INC MSCI EMRG CHN 46434G764   312,594 5,444 SH   SOLE   0 0 5,444
AMPHENOL CORP NEW CL A 032095101   836,899 7,338 SH   SOLE   0 0 7,338
ETF SER SOLUTIONS DISTILLATE US 26922A321   981,924 18,299 SH   SOLE   0 0 18,299
WELLTOWER INC COM 95040Q104   331,348 3,602 SH   SOLE   0 0 3,602
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,329,850 11,102 SH   SOLE   0 0 11,102
ILLUMINA INC COM 452327109   332,862 2,508 SH   SOLE   0 0 2,508
BLACKROCK ETF TRUST US EQT FACTOR 09290C103   1,008,946 22,724 SH   SOLE   0 0 22,724
ISHARES TR EAFE GRWTH ETF 464288885   1,134,091 10,968 SH   SOLE   0 0 10,968
WABTEC COM 929740108   241,482 1,667 SH   SOLE   0 0 1,667
ELI LILLY & CO COM 532457108   32,482,018 42,709 SH   SOLE   0 0 42,709
AMERICAN CENTY ETF TR US SML CP VALU 025072877   257,489 2,769 SH   SOLE   0 0 2,769
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   888,630 14,003 SH   SOLE   0 0 14,003
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   281,445 4,835 SH   SOLE   0 0 4,835
AMERICAN CENTY ETF TR US EQT ETF 025072885   1,694,077 18,977 SH   SOLE   0 0 18,977
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   218,503 10,336 SH   SOLE   0 0 10,336
DIGITAL RLTY TR INC COM 253868103   287,084 2,023 SH   SOLE   0 0 2,023
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   1,159,819 6,334 SH   SOLE   0 0 6,334
ISHARES TR EAFE VALUE ETF 464288877   626,115 11,584 SH   SOLE   0 0 11,584
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   277,926 3,468 SH   SOLE   0 0 3,468
APTIV PLC SHS G6095L109   483,455 6,136 SH   SOLE   0 0 6,136
VISA INC COM CL A 92826C839   946,709 3,402 SH   SOLE   0 0 3,402
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   10,610,508 333,454 SH   SOLE   0 0 333,454
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   356,427 6,263 SH   SOLE   0 0 6,263
HERSHEY CO COM 427866108   213,458 1,077 SH   SOLE   0 0 1,077
PIMCO ETF TR ACTIVE BD ETF 72201R775   473,951 5,218 SH   SOLE   0 0 5,218
PROSHARES TR BITCOIN STRATE 74347G440   235,714 7,693 SH   SOLE   0 0 7,693
VANGUARD INDEX FDS VALUE ETF 922908744   1,059,031 6,528 SH   SOLE   0 0 6,528
SPDR SER TR BLOOMBERG SHT TE 78468R408   266,975 10,679 SH   SOLE   0 0 10,679
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872   6,152,861 147,515 SH   SOLE   0 0 147,515
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   2,412,200 51,334 SH   SOLE   0 0 51,334
AMERICAN TOWER CORP NEW COM 03027X100   1,061,169 5,498 SH   SOLE   0 0 5,498
IRON MTN INC DEL COM 46284V101   206,406 2,595 SH   SOLE   0 0 2,595
ISHARES TR CORE S&P TTL STK 464287150   312,164 2,714 SH   SOLE   0 0 2,714
VANECK ETF TRUST FALLEN ANGEL HG 92189F437   258,232 8,982 SH   SOLE   0 0 8,982
META PLATFORMS INC CL A 30303M102   1,000,389 2,036 SH   SOLE   0 0 2,036
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   696,177 22,136 SH   SOLE   0 0 22,136
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   280,080 12,748 SH   SOLE   0 0 12,748
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   1,020,814 34,244 SH   SOLE   0 0 34,244
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   287,562 10,698 SH   SOLE   0 0 10,698
DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781   291,624 10,767 SH   SOLE   0 0 10,767
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   5,768,323 216,204 SH   SOLE   0 0 216,204
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   3,047,704 72,289 SH   SOLE   0 0 72,289
ISHARES TR CORE MSCI TOTAL 46432F834   610,992 9,025 SH   SOLE   0 0 9,025
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   313,694 12,463 SH   SOLE   0 0 12,463
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666   289,948 9,707 SH   SOLE   0 0 9,707
SPDR SER TR PORTFLI HIGH YLD 78468R606   268,005 11,537 SH   SOLE   0 0 11,537
NVIDIA CORPORATION COM 67066G104   1,357,267 1,502 SH   SOLE   0 0 1,502
GRAINGER W W INC COM 384802104   299,863 297 SH   SOLE   0 0 297
ABBVIE INC COM 00287Y109   329,887 1,825 SH   SOLE   0 0 1,825
WEST PHARMACEUTICAL SVSC INC COM 955306105   207,077 523 SH   SOLE   0 0 523
ZOETIS INC CL A 98978V103   707,330 4,235 SH   SOLE   0 0 4,235
BLACKSTONE INC COM 09260D107   393,090 3,000 SH   SOLE   0 0 3,000
PIMCO ETF TR MULTISECTOR BD 72201R585   1,072,169 41,980 SH   SOLE   0 0 41,980
QUALCOMM INC COM 747525103   237,317 1,382 SH   SOLE   0 0 1,382
DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625   3,585,762 61,358 SH   SOLE   0 0 61,358
INTUITIVE SURGICAL INC COM NEW 46120E602   317,870 805 SH   SOLE   0 0 805
AMETEK INC COM 031100100   304,797 1,689 SH   SOLE   0 0 1,689
DIMENSIONAL ETF TRUST GLOBAL EX US COR 25434V575   866,224 16,398 SH   SOLE   0 0 16,398
DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583   216,166 4,084 SH   SOLE   0 0 4,084
DIMENSIONAL ETF TRUST GLOBAL CR ETF 25434V567   423,811 8,045 SH   SOLE   0 0 8,045
SPDR SER TR SSGA US LRG ETF 78468R804   547,773 3,545 SH   SOLE   0 0 3,545
CDW CORP COM 12514G108   938,346 3,708 SH   SOLE   0 0 3,708
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771   305,736 4,551 SH   SOLE   0 0 4,551
ISHARES TR MSCI USA QLT FCT 46432F339   1,236,891 7,548 SH   SOLE   0 0 7,548
ISHARES TR U.S. TECH ETF 464287721   419,934 3,098 SH   SOLE   0 0 3,098
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   330,239 2,118 SH   SOLE   0 0 2,118
ISHARES TR S&P 500 VAL ETF 464287408   725,970 3,910 SH   SOLE   0 0 3,910
ISHARES TR S&P 500 GRWT ETF 464287309   939,826 11,113 SH   SOLE   0 0 11,113
ISHARES TR CORE S&P500 ETF 464287200   4,776,933 9,101 SH   SOLE   0 0 9,101
ROSS STORES INC COM 778296103   263,338 1,815 SH   SOLE   0 0 1,815
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   1,787,543 69,881 SH   SOLE   0 0 69,881
ISHARES TR 0-5YR HI YL CP 46434V407   223,754 5,306 SH   SOLE   0 0 5,306
ISHARES TR MBS ETF 464288588   348,241 3,803 SH   SOLE   0 0 3,803
ISHARES TR PFD AND INCM SEC 464288687   300,861 9,362 SH   SOLE   0 0 9,362
SALESFORCE INC COM 79466L302   258,735 856 SH   SOLE   0 0 856
JPMORGAN CHASE & CO COM 46625H100   336,209 1,690 SH   SOLE   0 0 1,690
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   388,592 10,705 SH   SOLE   0 0 10,705
CONOCOPHILLIPS COM 20825C104   246,945 1,919 SH   SOLE   0 0 1,919
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,673,045 53,493 SH   SOLE   0 0 53,493
TJX COS INC NEW COM 872540109   989,822 9,928 SH   SOLE   0 0 9,928
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   725,394 17,296 SH   SOLE   0 0 17,296
KLA CORP COM NEW 482480100   258,760 364 SH   SOLE   0 0 364
CATERPILLAR INC COM 149123101   383,746 1,055 SH   SOLE   0 0 1,055
ISHARES TR HDG MSCI EAFE 46434V803   302,873 8,692 SH   SOLE   0 0 8,692
ALPHABET INC CAP STK CL C 02079K107   769,198 4,915 SH   SOLE   0 0 4,915
APPLIED MATLS INC COM 038222105   280,062 1,342 SH   SOLE   0 0 1,342
ISHARES TR 20 YR TR BD ETF 464287432   219,899 2,376 SH   SOLE   0 0 2,376
EATON CORP PLC SHS G29183103   1,062,462 3,405 SH   SOLE   0 0 3,405
ISHARES TR CORE TOTAL USD 46434V613   1,409,993 31,236 SH   SOLE   0 0 31,236
EMCOR GROUP INC COM 29084Q100   234,569 661 SH   SOLE   0 0 661
GARTNER INC COM 366651107   550,966 1,154 SH   SOLE   0 0 1,154
LAM RESEARCH CORP COM 512807108   328,900 335 SH   SOLE   0 0 335
EQUINIX INC COM 29444U700   268,017 335 SH   SOLE   0 0 335
BERKLEY W R CORP COM 084423102   276,993 3,166 SH   SOLE   0 0 3,166
REALTY INCOME CORP COM 756109104   243,136 4,548 SH   SOLE   0 0 4,548
CADENCE DESIGN SYSTEM INC COM 127387108   259,068 830 SH   SOLE   0 0 830
UNITEDHEALTH GROUP INC COM 91324P102   531,324 1,085 SH   SOLE   0 0 1,085
ISHARES TR EXPONENTIAL TECH 46434V381   349,369 5,856 SH   SOLE   0 0 5,856
BARINGS BDC INC COM 06759L103   130,983 14,191 SH   SOLE   0 0 14,191
NOVO-NORDISK A S ADR 670100205   235,712 1,848 SH   SOLE   0 0 1,848
SCHWAB CHARLES CORP COM 808513105   994,219 13,738 SH   SOLE   0 0 13,738
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   264,103 7,402 SH   SOLE   0 0 7,402
APPLE INC COM 037833100   1,767,634 10,396 SH   SOLE   0 0 10,396
ABBOTT LABS COM 002824100   221,154 1,973 SH   SOLE   0 0 1,973