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 COM 002824100   452,921 3,330 SH   SOLE   0 0 3,330
ABBVIE INC COM COM 00287Y109   664,779 3,581 SH   SOLE   0 0 3,581
ACCENTURE PLC IRELAND SHS CLASS A SHS CL A G1151C101   244,791 819 SH   SOLE   0 0 819
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305   2,808,203 15,935 SH   SOLE   0 0 15,935
ALTRIA GROUP INC COM COM 02209S103   365,324 6,231 SH   SOLE   0 0 6,231
AMAZON COM INC COM COM 023135106   3,402,054 15,507 SH   SOLE   0 0 15,507
AMERIPRISE FINL INC COM COM 03076C106   1,642,436 3,077 SH   SOLE   0 0 3,077
AMPHENOL CORP NEW CL A CL A 032095101   1,123,591 11,378 SH   SOLE   0 0 11,378
APPLE INC COM COM 037833100   7,262,861 35,399 SH   SOLE   0 0 35,399
ARISTA NETWORKS INC COM SHS COM 040413205   326,880 3,195 SH   SOLE   0 0 3,195
AT&T INC COM COM 00206R102   254,017 8,777 SH   SOLE   0 0 8,777
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702   1,717,115 3,535 SH   SOLE   0 0 3,535
BROADCOM INC COM COM 11135F101   3,158,474 11,458 SH   SOLE   0 0 11,458
CALAMOS CONV OPPORTUNITIES & I SH BEN INT SH BEN INT 128117108   192,569 18,305 SH   SOLE   0 0 18,305
CAPITAL ONE FINL CORP COM COM 14040H105   355,947 1,673 SH   SOLE   0 0 1,673
CATERPILLAR INC COM COM 149123101   225,235 580 SH   SOLE   0 0 580
CHEVRON CORP NEW COM COM 166764100   265,090 1,851 SH   SOLE   0 0 1,851
CISCO SYS INC COM COM 17275R102   1,387,209 19,994 SH   SOLE   0 0 19,994
COCA COLA CO COM COM 191216100   1,050,845 14,853 SH   SOLE   0 0 14,853
COSTCO WHSL CORP NEW COM COM 22160K105   1,473,522 1,488 SH   SOLE   0 0 1,488
DTE ENERGY CO COM COM 233331107   305,188 2,304 SH   SOLE   0 0 2,304
EATON CORP PLC SHS SHS G29183103   2,639,227 7,393 SH   SOLE   0 0 7,393
ELEVANCE HEALTH INC COM COM 036752103   338,006 869 SH   SOLE   0 0 869
ELI LILLY & CO COM COM 532457108   1,815,986 2,330 SH   SOLE   0 0 2,330
EMERSON ELEC CO COM COM 291011104   1,154,504 8,659 SH   SOLE   0 0 8,659
ENDONOVO THERAPEUTICS INC COM COM 29272H300   3 20,228 SH   SOLE   0 0 20,228
ENZOLYTICS INC COM COM 294112107   1,368 1,953,775 SH   SOLE   0 0 1,953,775
EOG RES INC COM COM 26875P101   1,023,768 8,559 SH   SOLE   0 0 8,559
EXXON MOBIL CORP COM COM 30231G102   3,576,412 33,176 SH   SOLE   0 0 33,176
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND SHS 336917109   255,449 6,101 SH   SOLE   0 0 6,101
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND SHS 33734H106   273,877 6,127 SH   SOLE   0 0 6,127
FORD MTR CO COM COM 345370860   216,763 19,978 SH   SOLE   0 0 19,978
GE AEROSPACE COM NEW COM NEW 369604301   307,526 1,195 SH   SOLE   0 0 1,195
HOME DEPOT INC COM COM 437076102   223,091 608 SH   SOLE   0 0 608
HONEYWELL INTL INC COM COM 438516106   1,155,538 4,962 SH   SOLE   0 0 4,962
INTERNATIONAL BUSINESS MACHS COM COM 459200101   233,477 792 SH   SOLE   0 0 792
INVESCO QQQ TRUST SERIES I TR UNIT 46090E103   237,297 430 SH   SOLE   0 0 430
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF S&P500 EQL TEC 46137V282   816,959 20,033 SH   SOLE   0 0 20,033
INVESCO S&P 500 REVENUE ETF S&P 500 REVENUE 46138G698   284,062 2,724 SH   SOLE   0 0 2,724
IROBOT CORP COM COM 462726100   32,383 10,346 SH   SOLE   0 0 10,346
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ISHS 5-10YR INVT 464288638   493,785 9,266 SH   SOLE   0 0 9,266
ISHARES BIOTECHNOLOGY ETF ISHARES BIOTECH 464287556   201,525 1,593 SH   SOLE   0 0 1,593
ISHARES CONVERTIBLE BOND ETF CONV BD ETF 46435G102   8,270,584 91,793 SH   SOLE   0 0 91,793
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF CORE MSCI TOTAL 46432F834   969,699 12,543 SH   SOLE   0 0 12,543
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200   447,669 721 SH   SOLE   0 0 721
ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507   5,313,533 85,675 SH   SOLE   0 0 85,675
ISHARES CORE S&P SMALL CAP ETF CORE S&P SCP ETF 464287804   200,438 1,834 SH   SOLE   0 0 1,834
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150   623,925 4,620 SH   SOLE   0 0 4,620
ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226   620,572 6,256 SH   SOLE   0 0 6,256
ISHARES ESG AWARE MSCI EAFE ETF ESG AW MSCI EAFE 46435G516   384,498 4,310 SH   SOLE   0 0 4,310
ISHARES ESG AWARE US AGGREGATE BOND ETF ESG AWR US AGRGT 46435U549   547,280 11,512 SH   SOLE   0 0 11,512
ISHARES ESG MSCI KLD 400 ETF MSCI KLD400 SOC 464288570   520,978 4,485 SH   SOLE   0 0 4,485
ISHARES MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VL 46429B689   707,252 8,414 SH   SOLE   0 0 8,414
ISHARES MSCI GERMANY ETF MSCI GERMANY ETF 464286806   289,739 6,848 SH   SOLE   0 0 6,848
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF MSCI GBL MIN VOL 464286525   341,007 2,876 SH   SOLE   0 0 2,876
ISHARES MSCI ITALY ETF MSCI ITALY ETF 46434G830   332,936 6,916 SH   SOLE   0 0 6,916
ISHARES MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697   2,171,330 23,131 SH   SOLE   0 0 23,131
ISHARES RUSSELL MIDCAP ETF RUS MID CAP ETF 464287499   219,578 2,387 SH   SOLE   0 0 2,387
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158   661,156 6,217 SH   SOLE   0 0 6,217
ISHARES U.S. TECHNOLOGY ETF U.S. TECH ETF 464287721   643,658 3,715 SH   SOLE   0 0 3,715
ISHARES US & INTL HIGH YIELD CORP BOND ETF US INTL HGH YLD 464286178   8,262,074 178,408 SH   SOLE   0 0 178,408
JABIL INC COM COM 466313103   719,669 3,300 SH   SOLE   0 0 3,300
JOHNSON & JOHNSON COM COM 478160104   2,660,786 17,419 SH   SOLE   0 0 17,419
JPMORGAN CHASE & CO. COM COM 46625H100   2,650,066 9,141 SH   SOLE   0 0 9,141
LENNAR CORP CL A CL A 526057104   930,998 8,417 SH   SOLE   0 0 8,417
LOWES COS INC COM COM 548661107   302,409 1,363 SH   SOLE   0 0 1,363
MASTERCARD INCORPORATED CL A CL A 57636Q104   2,654,679 4,724 SH   SOLE   0 0 4,724
MCDONALDS CORP COM COM 580135101   581,130 1,989 SH   SOLE   0 0 1,989
MERCK & CO INC COM COM 58933Y105   1,039,177 13,128 SH   SOLE   0 0 13,128
META PLATFORMS INC CL A CL A 30303M102   3,148,596 4,266 SH   SOLE   0 0 4,266
MICROSOFT CORP COM COM 594918104   4,713,093 9,475 SH   SOLE   0 0 9,475
NETFLIX INC COM COM 64110L106   2,200,042 1,643 SH   SOLE   0 0 1,643
NETLIST INC COM COM 64118P109   7,702 10,946 SH   SOLE   0 0 10,946
NISOURCE INC COM COM 65473P105   278,023 6,892 SH   SOLE   0 0 6,892
NUVEEN ESG LARGE-CAP GROWTH ETF NUVEEN ESG LRGCP 67092P201   205,938 2,192 SH   SOLE   0 0 2,192
NUVEEN ESG LARGE-CAP VALUE ETF NUVEEN ESG LRGVL 67092P300   236,652 5,646 SH   SOLE   0 0 5,646
NVIDIA CORPORATION COM COM 67066G104   4,810,820 30,450 SH   SOLE   0 0 30,450
ORACLE CORP COM COM 68389X105   2,104,155 9,624 SH   SOLE   0 0 9,624
PALANTIR TECHNOLOGIES INC CL A CL A 69608A108   303,994 2,230 SH   SOLE   0 0 2,230
PHILIP MORRIS INTL INC COM COM 718172109   893,530 4,906 SH   SOLE   0 0 4,906
PROCTER AND GAMBLE CO COM COM 742718109   2,474,507 15,532 SH   SOLE   0 0 15,532
PROSHARES ULTRA QQQ PSHS ULTRA QQQ 74347R206   274,971 2,336 SH   SOLE   0 0 2,336
SAIA INC COM COM 78709Y105   375,366 1,370 SH   SOLE   0 0 1,370
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF SCHWAB FDT US SC 808524763   3,706,348 129,366 SH   SOLE   0 0 129,366
SCHWAB INTERMEDIATE-TERM US TREASURY ETF INTRM TRM TRES 808524854   4,401,573 175,852 SH   SOLE   0 0 175,852
SCHWAB U.S. MID-CAP ETF US MID-CAP ETF 808524508   923,336 32,918 SH   SOLE   0 0 32,918
SCHWAB U.S. SMALL-CAP ETF US SML CAP ETF 808524607   843,553 33,342 SH   SOLE   0 0 33,342
SPDR BLACKSTONE SENIOR LOAN ETF BLACKSTONE SENR 78467V608   8,213,271 197,482 SH   SOLE   0 0 197,482
SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF NUVEEN BLOOMBERG 78464A284   375,325 15,146 SH   SOLE   0 0 15,146
SPDR PORTFOLIO EMERGING MARKETS ETF PORTFOLIO EMG MK 78463X509   731,915 17,125 SH   SOLE   0 0 17,125
SPDR PORTFOLIO HIGH YIELD BOND ETF PORTFLI HIGH YLD 78468R606   12,152,967 510,629 SH   SOLE   0 0 510,629
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF PORTFOLIO INTRMD 78464A375   1,564,087 46,578 SH   SOLE   0 0 46,578
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF PORTFLI INTRMDIT 78464A672   618,832 21,510 SH   SOLE   0 0 21,510
SPDR PORTFOLIO S&P 500 GROWTH ETF PRTFLO S&P500 GW 78464A409   12,655,592 132,770 SH   SOLE   0 0 132,770
SPDR S&P 500 ETF TRUST TR UNIT 78462F103   823,670 1,333 SH   SOLE   0 0 1,333
STRYKER CORPORATION COM COM 863667101   294,009 743 SH   SOLE   0 0 743
TESLA INC COM COM 88160R101   2,200,366 6,927 SH   SOLE   0 0 6,927
TJX COS INC NEW COM COM 872540109   983,004 7,960 SH   SOLE   0 0 7,960
UBER TECHNOLOGIES INC COM COM 90353T100   269,917 2,893 SH   SOLE   0 0 2,893
UNITEDHEALTH GROUP INC COM COM 91324P102   1,023,501 3,281 SH   SOLE   0 0 3,281
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF EM MK GOV BD ETF 921946885   8,203,124 125,526 SH   SOLE   0 0 125,526
VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 92204A702   381,845 576 SH   SOLE   0 0 576
VANGUARD MORTGAGE-BACKED SECURITIES ETF MORTG-BACK SEC 92206C771   4,374,888 94,408 SH   SOLE   0 0 94,408
VANGUARD RUSSELL 1000 ETF VNG RUS1000IDX 92206C730   69,253,240 246,576 SH   SOLE   0 0 246,576
VANGUARD SHORT-TERM BOND ETF SHORT TRM BOND 921937827   232,316 2,952 SH   SOLE   0 0 2,952
VANGUARD SHORT-TERM CORPORATE BOND ETF SHRT TRM CORP BD 92206C409   456,093 5,737 SH   SOLE   0 0 5,737
VANGUARD TAX-EXEMPT BOND ETF TAX EXEMPT BD 922907746   1,745,073 35,592 SH   SOLE   0 0 35,592
VANGUARD TOTAL INTERNATIONAL BOND ETF TOTAL INT BD ETF 92203J407   7,893,250 159,427 SH   SOLE   0 0 159,427
VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769   609,835 2,006 SH   SOLE   0 0 2,006
VANGUARD VALUE ETF VALUE ETF 922908744   28,741,337 162,619 SH   SOLE   0 0 162,619
VERIZON COMMUNICATIONS INC COM COM 92343V104   209,158 4,834 SH   SOLE   0 0 4,834
VISA INC COM CL A COM CL A 92826C839   2,630,894 7,410 SH   SOLE   0 0 7,410
WALMART INC COM COM 931142103   1,701,634 17,403 SH   SOLE   0 0 17,403
WEC ENERGY GROUP INC COM COM 92939U106   264,564 2,539 SH   SOLE   0 0 2,539
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND ITL HIGH DIV FD 97717W802   698,156 15,068 SH   SOLE   0 0 15,068
WISDOMTREE U.S. LARGECAP DIVIDEND FUND US LARGECAP DIVD 97717W307   877,748 10,686 SH   SOLE   0 0 10,686
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND US SMALLCAP DIVD 97717W604   344,755 10,855 SH   SOLE   0 0 10,855
WP CAREY INC COM COM 92936U109   1,637,285 26,247 SH   SOLE   0 0 26,247
XTRACKERS MSCI EAFE HEDGED EQUITY ETF XTRACK MSCI EAFE 233051200   39,582,499 904,743 SH   SOLE   0 0 904,743