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
ABBOTT LABS COM 002824100   363,058 3,210 SH   SOLE 0 0 0 3,210
ADT INC DEL COM 00090Q103   419,301 60,680 SH   SOLE 0 0 0 60,680
ALPHABET INC CAP STK CL A 02079K305   710,564 3,754 SH   SOLE 0 0 0 3,754
AMAZON COM INC COM 023135106   4,032,830 18,382 SH   SOLE 0 0 0 18,382
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232   7,832,317 108,226 SH   SOLE 0 0 0 108,226
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   1,480,480 24,124 SH   SOLE 0 0 0 24,124
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349   11,176,142 167,383 SH   SOLE 0 0 0 167,383
AMERICAN CENTY ETF TR US SML CP VALU 025072877   1,098,280 11,378 SH   SOLE 0 0 0 11,378
AMGEN INC COM 031162100   3,158,457 12,118 SH   SOLE 0 0 0 12,118
AMPHENOL CORP NEW CL A 032095101   1,326,396 19,099 SH   SOLE 0 0 0 19,099
ANSYS INC COM 03662Q105   701,309 2,079 SH   SOLE 0 0 0 2,079
APPLE INC COM 037833100   8,461,039 33,787 SH   SOLE 0 0 0 33,787
AUTOMATIC DATA PROCESSING IN COM 053015103   475,146 1,623 SH   SOLE 0 0 0 1,623
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,839,578 10,677 SH   SOLE 0 0 0 10,677
BLACKROCK HEALTH SCIENCES TR COM 09250W107   12,146,786 320,242 SH   SOLE 0 0 0 317,667
BLACKROCK MUNIYIELD FD INC COM 09253W104   974,615 93,803 SH   SOLE 0 0 0 93,803
CANADIAN PACIFIC KANSAS CITY COM 13646K108   308,462 4,262 SH   SOLE 0 0 0 4,262
CATERPILLAR INC COM 149123101   211,302 582 SH   SOLE 0 0 0 582
CDW CORP COM 12514G108   313,182 1,799 SH   SOLE 0 0 0 1,799
CHEVRON CORP NEW COM 166764100   633,703 4,375 SH   SOLE 0 0 0 3,969
COCA COLA CO COM 191216100   230,382 3,700 SH   SOLE 0 0 0 3,700
CONSTELLATION BRANDS INC CL A 21036P108   346,360 1,567 SH   SOLE 0 0 0 1,567
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   1,003,573 21,407 SH   SOLE 0 0 0 21,407
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   485,819 14,378 SH   SOLE 0 0 0 14,378
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   215,535 3,872 SH   SOLE 0 0 0 3,872
EATON CORP PLC SHS G29183103   277,904 837 SH   SOLE 0 0 0 837
EXXON MOBIL CORP COM 30231G102   360,390 3,350 SH   SOLE 0 0 0 3,350
FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100   720,215 7,057 SH   SOLE 0 0 0 7,057
GARMIN LTD SHS H2906T109   2,402,861 11,650 SH   SOLE 0 0 0 11,650
HOME DEPOT INC COM 437076102   252,170 648 SH   SOLE 0 0 0 648
INTUITIVE SURGICAL INC COM NEW 46120E602   11,562,763 22,153 SH   SOLE 0 0 0 22,153
IQVIA HLDGS INC COM 46266C105   283,026 1,440 SH   SOLE 0 0 0 1,440
ISHARES INC CORE MSCI EMKT 46434G103   3,246,374 62,167 SH   SOLE 0 0 0 62,167
ISHARES TR CORE MSCI EAFE 46432F842   9,417,648 134,002 SH   SOLE 0 0 0 134,002
ISHARES TR CORE S&P SCP ETF 464287804   1,476,177 12,812 SH   SOLE 0 0 0 12,812
ISHARES TR CORE S&P500 ETF 464287200   23,009,719 39,087 SH   SOLE 0 0 0 39,087
ISHARES TR MSCI INTL QUALTY 46434V456   1,658,024 44,667 SH   SOLE 0 0 0 44,667
ISHARES TR MSCI USA MIN VOL 46429B697   1,266,577 14,265 SH   SOLE 0 0 0 14,265
ISHARES TR MSCI USA MMENTM 46432F396   1,152,389 5,569 SH   SOLE 0 0 0 5,569
ISHARES TR MSCI USA VALUE 46432F388   249,897 2,366 SH   SOLE 0 0 0 2,366
ISHARES TR RUS 1000 GRW ETF 464287614   1,533,634 3,819 SH   SOLE 0 0 0 3,819
ISHARES TR U S EQUITY FACTR 46434V282   6,044,556 100,158 SH   SOLE 0 0 0 100,158
J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779   8,255,611 141,679 SH   SOLE 0 0 0 141,679
JPMORGAN CHASE & CO. COM 46625H100   348,955 1,456 SH   SOLE 0 0 0 1,456
MASTERCARD INCORPORATED CL A 57636Q104   811,663 1,541 SH   SOLE 0 0 0 1,541
MCDONALDS CORP COM 580135101   334,726 1,155 SH   SOLE 0 0 0 1,155
META PLATFORMS INC CL A 30303M102   545,562 932 SH   SOLE 0 0 0 932
MICROSOFT CORP COM 594918104   1,503,167 3,566 SH   SOLE 0 0 0 3,566
MICROSTRATEGY INC CL A NEW 594972408   252,940 873 SH   SOLE 0 0 0 873
MPLX LP COM UNIT REP LTD 55336V100   236,607 4,944 SH   SOLE 0 0 0 4,944
NEXTERA ENERGY INC COM 65339F101   1,299,319 18,124 SH   SOLE 0 0 0 18,124
NVIDIA CORPORATION COM 67066G104   1,659,434 12,357 SH   SOLE 0 0 0 12,357
NXP SEMICONDUCTORS N V COM N6596X109   2,069,274 9,956 SH   SOLE 0 0 0 9,956
ONEOK INC NEW COM 682680103   261,121 2,601 SH   SOLE 0 0 0 2,601
OREILLY AUTOMOTIVE INC COM 67103H107   461,517 389 SH   SOLE 0 0 0 389
PROCTER AND GAMBLE CO COM 742718109   268,505 1,602 SH   SOLE 0 0 0 1,602
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103   942,688 93,059 SH   SOLE 0 0 0 93,059
RIGETTI COMPUTING INC COMMON STOCK 76655K103   152,600 10,000 SH   SOLE 0 0 0 10,000
S&P GLOBAL INC COM 78409V104   742,918 1,492 SH   SOLE 0 0 0 1,492
SCHWAB CHARLES CORP COM 808513105   291,303 3,936 SH   SOLE 0 0 0 3,936
SOUTHERN CO COM 842587107   215,178 2,614 SH   SOLE 0 0 0 1,185
SPDR S&P 500 ETF TR TR UNIT 78462F103   623,950 1,065 SH   SOLE 0 0 0 1,065
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   2,502,631 27,372 SH   SOLE 0 0 0 27,372
STMICROELECTRONICS N V NY REGISTRY 861012102   1,008,117 40,373 SH   SOLE 0 0 0 40,373
TESLA INC COM 88160R101   217,266 538 SH   SOLE 0 0 0 538
TEXAS INSTRS INC COM 882508104   1,098,899 5,860 SH   SOLE 0 0 0 5,860
TJX COS INC NEW COM 872540109   424,944 3,517 SH   SOLE 0 0 0 3,517
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   200,421 372 SH   SOLE 0 0 0 372
VANGUARD INDEX FDS SMALL CP ETF 922908751   335,583 1,397 SH   SOLE 0 0 0 1,397
VANGUARD INDEX FDS TOTAL STK MKT 922908769   582,360 2,009 SH   SOLE 0 0 0 2,009
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,442,812 32,761 SH   SOLE 0 0 0 32,761
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   7,067,077 145,954 SH   SOLE 0 0 0 145,954
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   20,744,789 357,669 SH   SOLE 0 0 0 357,669
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   4,533,080 16,996 SH   SOLE 0 0 0 16,996
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,751,988 8,946 SH   SOLE 0 0 0 8,946
VANGUARD STAR FDS VG TL INTL STK F 921909768   254,671 4,322 SH   SOLE 0 0 0 4,322
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,314,255 48,395 SH   SOLE 0 0 0 48,395
VANGUARD WELLINGTON FD US MOMENTUM 921935508   2,077,718 12,640 SH   SOLE 0 0 0 12,640
VISA INC COM CL A 92826C839   496,161 1,570 SH   SOLE 0 0 0 1,570
WALMART INC COM 931142103   1,949,436 21,576 SH   SOLE 0 0 0 21,576
ZOETIS INC CL A 98978V103   223,428 1,371 SH   SOLE 0 0 0 1,371