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
AT&T INC COM 00206R102   636 21,979 SH   SOLE 0 0 0 21,979
ABBOTT LABS COM 002824100   572 4,208 SH   SOLE 0 0 0 4,208
ABBVIE INC COM 00287Y109   573 3,853 SH   SOLE 0 0 0 3,853
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   574 3,405 SH   SOLE 0 0 0 3,405
ALPHABET INC CAP STK CL C 02079K107   575 3,092 SH   SOLE 0 0 0 3,092
ALTRIA GROUP INC COM 02209S103   576 5,626 SH   SOLE 0 0 0 5,626
AMAZON COM INC COM 023135106   577 2,390 SH   SOLE 0 0 0 2,390
AMETEK INC COM 031100100   578 2,000 SH   SOLE 0 0 0 2,000
AMGEN INC COM 031162100   579 2,870 SH   SOLE 0 0 0 2,870
APPLE INC COM 037833100   580 2,339 SH   SOLE 0 0 0 2,339
APPLIED MATLS INC COM 038222105   581 1,900 SH   SOLE 0 0 0 1,900
BROADCOM INC COM 11135F101   582 839 SH   SOLE 0 0 0 839
CVS HEALTH CORP COM 126650100   583 7,198 SH   SOLE 0 0 0 7,198
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101   584 17,451 SH   SOLE 0 0 0 17,451
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108   585 7,201 SH   SOLE 0 0 0 7,201
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106   586 9,942 SH   SOLE 0 0 0 9,942
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300   587 74,041 SH   SOLE 0 0 0 74,041
CARDINAL HEALTH INC COM 14149Y108   588 8,000 SH   SOLE 0 0 0 8,000
CHEESECAKE FACTORY INC COM 163072101   589 18,600 SH   SOLE 0 0 0 18,600
CHEVRON CORP NEW COM 166764100   590 4,917 SH   SOLE 0 0 0 4,917
CISCO SYS INC COM 17275R102   591 42,115 SH   SOLE 0 0 0 42,115
COCA COLA CO COM 191216100   592 5,275 SH   SOLE 0 0 0 5,275
DEERE & CO COM 244199105   593 759 SH   SOLE 0 0 0 759
DISNEY WALT CO COM 254687106   594 7,355 SH   SOLE 0 0 0 7,355
ENTERPRISE PRODS PARTNERS L COM 293792107   595 6,600 SH   SOLE 0 0 0 6,600
EXXON MOBIL CORP COM 30231G102   596 6,487 SH   SOLE 0 0 0 6,487
META PLATFORMS INC CL A 30303M102   597 680 SH   SOLE 0 0 0 680
GE VERNOVA INC COM 36828A101   598 1,096 SH   SOLE 0 0 0 1,096
GE AEROSPACE COM NEW 369604301   599 4,516 SH   SOLE 0 0 0 4,516
HALLIBURTON CO COM 406216101   600 15,550 SH   SOLE 0 0 0 15,550
HOME DEPOT INC COM 437076102   601 4,794 SH   SOLE 0 0 0 4,794
INNOVATIVE INDL PPTYS INC COM 45781V101   602 4,664 SH   SOLE 0 0 0 4,664
INTEL CORP COM 458140100   607 27,116 SH   SOLE 0 0 0 27,116
ISHARES TR RUS 1000 GRW ETF 464287614   217 511 SH   SOLE 0 0 0 511
JPMORGAN CHASE & CO. COM 46625H100   227 784 SH   SOLE 0 0 0 784
JOHNSON & JOHNSON COM 478160104   1,211 7,928 SH   SOLE 0 0 0 7,928
KRAFT HEINZ CO COM 500754106   206 7,977 SH   SOLE 0 0 0 7,977
LOWES COS INC COM 548661107   2,900 13,068 SH   SOLE 0 0 0 13,068
MARSH & MCLENNAN COS INC COM 571748102   603 2,760 SH   SOLE 0 0 0 2,760
MCDONALDS CORP COM 580135101   825 2,822 SH   SOLE 0 0 0 2,822
MERCK & CO INC COM 58933Y105   346 4,373 SH   SOLE 0 0 0 4,373
MICROSOFT CORP COM 594918104   9,941 19,987 SH   SOLE 0 0 0 19,987
MICROSTRATEGY INC CL A NEW 594972408   485 1,200 SH   SOLE 0 0 0 1,200
MONDELEZ INTL INC CL A 609207105   1,417 21,021 SH   SOLE 0 0 0 21,021
NIO INC SPON ADS 62914V106   605 17,650 SH   SOLE 0 0 0 17,650
NETFLIX INC COM 64110L106   268 200 SH   SOLE 0 0 0 200
NIKE INC CL B 654106103   227 3,200 SH   SOLE 0 0 0 3,200
NOVARTIS AG SPONSORED ADR 66987V109   1,711 14,141 SH   SOLE 0 0 0 14,141
ORACLE CORP COM 68389X105   378 1,730 SH   SOLE 0 0 0 1,730
PNC FINL SVCS GROUP INC COM 693475105   251 1,348 SH   SOLE 0 0 0 1,348
PEPSICO INC COM 713448108   990 7,504 SH   SOLE 0 0 0 7,504
PFIZER INC COM 717081103   442 18,242 SH   SOLE 0 0 0 18,242
PHILIP MORRIS INTL INC COM 718172109   559 3,067 SH   SOLE 0 0 0 3,067
PROCTER AND GAMBLE CO COM 742718109   559 3,507 SH   SOLE 0 0 0 3,507
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   152 11,100 SH   SOLE 0 0 0 11,100
SEI INVTS CO COM 784117103   4,510 50,200 SH   SOLE 0 0 0 50,200
SPDR S&P 500 ETF TR TR UNIT 78462F103   641 1,037 SH   SOLE 0 0 0 1,037
SPDR GOLD TR GOLD SHS 78463V107   657 2,155 SH   SOLE 0 0 0 2,155
SALESFORCE INC COM 79466L302   218 799 SH   SOLE 0 0 0 799
SCHWAB CHARLES CORP COM 808513105   583 6,390 SH   SOLE 0 0 0 6,390
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   775 14,799 SH   SOLE 0 0 0 14,799
STRYKER CORPORATION COM 863667101   432 1,092 SH   SOLE 0 0 0 1,092
SYSCO CORP COM 871829107   215 2,835 SH   SOLE 0 0 0 2,835
TESLA INC COM 88160R101   379 1,195 SH   SOLE 0 0 0 1,195
TEXAS INSTRS INC COM 882508104   2,450 11,800 SH   SOLE 0 0 0 11,800
UNITED BANKSHARES INC WEST V COM 909907107   332 9,125 SH   SOLE 0 0 0 9,125
UNITEDHEALTH GROUP INC COM 91324P102   342 1,097 SH   SOLE 0 0 0 1,097
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   772 9,813 SH   SOLE 0 0 0 9,813
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   514 9,020 SH   SOLE 0 0 0 9,020
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,065 21,542 SH   SOLE 0 0 0 21,542
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   332 585 SH   SOLE 0 0 0 585
VANGUARD INDEX FDS SM CP VAL ETF 922908611   509 2,612 SH   SOLE 0 0 0 2,612
VANGUARD INDEX FDS GROWTH ETF 922908736   212 484 SH   SOLE 0 0 0 484
VANGUARD INDEX FDS VALUE ETF 922908744   644 3,642 SH   SOLE 0 0 0 3,642
VANGUARD INDEX FDS SMALL CP ETF 922908751   236 996 SH   SOLE 0 0 0 996
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,232 7,346 SH   SOLE 0 0 0 7,346
VERIZON COMMUNICATIONS INC COM 92343V104   661 15,269 SH   SOLE 0 0 0 15,269
WALMART INC COM 931142103   2,950 30,171 SH   SOLE 0 0 0 30,171
WELLS FARGO CO NEW COM 949746101   242 3,015 SH   SOLE 0 0 0 3,015
WESTERN DIGITAL CORP COM 958102105   845 13,200 SH   SOLE 0 0 0 13,200
MEDTRONIC PLC COM G5960L103   225 2,581 SH   SOLE 0 0 0 2,581