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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 1,026 9,441 SH   SOLE NONE 0 0 9,441
ABBVIE INC COM 00287Y109 1,203 7,854 SH   SOLE NONE 0 0 7,854
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 276 993 SH   SOLE NONE 0 0 993
ADOBE SYSTEMS INCORPORATED COM 00724F101 239 653 SH   SOLE NONE 0 0 653
ALLIANT ENERGY CORP COM 018802108 286 4,876 SH   SOLE NONE 0 0 4,876
ALPHABET INC CAP STK CL A 02079K305 1,375 631 SH   SOLE NONE 0 0 631
ALPHABET INC CAP STK CL C 02079K107 1,634 747 SH   SOLE NONE 0 0 747
AMAZON COM INC COM 023135106 3,303 31,101 SH   SOLE NONE 0 0 31,101
AMERICAN CENTY ETF TR US SML CP VALU 025072877 623 9,119 SH   SOLE NONE 0 0 9,119
AMGEN INC COM 031162100 220 903 SH   SOLE NONE 0 0 903
APPLE INC COM 037833100 27,693 202,551 SH   SOLE NONE 0 0 202,551
APPLIED MATLS INC COM 038222105 1,424 15,650 SH   SOLE NONE 0 0 15,650
ATT INC COM 00206R102 227 10,808 SH   SOLE NONE 0 0 10,808
AUTOMATIC DATA PROCESSING IN COM 053015103 934 4,449 SH   SOLE NONE 0 0 4,449
BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH   SOLE NONE 0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,107 7,719 SH   SOLE NONE 0 0 7,719
BK OF AMERICA CORP COM 060505104 227 7,284 SH   SOLE NONE 0 0 7,284
BLACKROCK FLOATING RATE INCO COM 09255X100 210 18,414 SH   SOLE NONE 0 0 18,414
BLACKROCK MUNIHLDGS NY QLTY COM 09255C106 159 14,485 SH   SOLE NONE 0 0 14,485
BLACKSTONE INC COM 09260D107 1,260 13,810 SH   SOLE NONE 0 0 13,810
BROADSTONE NET LEASE INC COM 11135E203 293 14,288 SH   SOLE NONE 0 0 14,288
BROWN BROWN INC COM 115236101 1,956 33,531 SH   SOLE NONE 0 0 33,531
CAMDEN PPTY TR SH BEN INT 133131102 274 2,034 SH   SOLE NONE 0 0 2,034
CARMAX INC COM 143130102 249 2,753 SH   SOLE NONE 0 0 2,753
CHEVRON CORP NEW COM 166764100 533 3,678 SH   SOLE NONE 0 0 3,678
CISCO SYS INC COM 17275R102 465 10,898 SH   SOLE NONE 0 0 10,898
CITIZENS FINL GROUP INC COM 174610105 11,520 322,793 SH   SOLE NONE 0 0 322,793
COCA COLA CO COM 191216100 410 6,515 SH   SOLE NONE 0 0 6,515
COLGATE PALMOLIVE CO COM 194162103 234 2,918 SH   SOLE NONE 0 0 2,918
COMCAST CORP NEW CL A 20030N101 216 5,498 SH   SOLE NONE 0 0 5,498
COMPASS INC CL A 20464U100 2,694 746,326 SH   SOLE NONE 0 0 746,326
CONSOLIDATED EDISON INC COM 209115104 265 2,782 SH   SOLE NONE 0 0 2,782
COSTCO WHSL CORP NEW COM 22160K105 571 1,192 SH   SOLE NONE 0 0 1,192
CREDIT ACCEP CORP MICH COM 225310101 346 731 SH   SOLE NONE 0 0 731
CROCS INC COM 227046109 2,382 48,936 SH   SOLE NONE 0 0 48,936
CSX CORP COM 126408103 251 8,650 SH   SOLE NONE 0 0 8,650
CVS HEALTH CORP COM 126650100 274 2,959 SH   SOLE NONE 0 0 2,959
DANAHER CORPORATION COM 235851102 355 1,401 SH   SOLE NONE 0 0 1,401
DARIOHEALTH CORP COM NEW 23725P209 90 14,642 SH   SOLE NONE 0 0 14,642
DATADOG INC CL A COM 23804L103 20,987 220,359 SH   SOLE NONE 0 0 220,359
DEERE CO COM 244199105 238 796 SH   SOLE NONE 0 0 796
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 281 9,721 SH   SOLE NONE 0 0 9,721
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 612 15,010 SH   SOLE NONE 0 0 15,010
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2,578 64,099 SH   SOLE NONE 0 0 64,099
DISNEY WALT CO COM 254687106 455 4,825 SH   SOLE NONE 0 0 4,825
DOMINION ENERGY INC COM 25746U109 236 2,953 SH   SOLE NONE 0 0 2,953
DOUBLEVERIFY HLDGS INC COM 25862V105 359 15,834 SH   SOLE NONE 0 0 15,834
DUKE ENERGY CORP NEW COM NEW 26441C204 269 2,510 SH   SOLE NONE 0 0 2,510
EQUITY RESIDENTIAL SH BEN INT 29476L107 368 5,098 SH   SOLE NONE 0 0 5,098
EXXON MOBIL CORP COM 30231G102 2,063 24,086 SH   SOLE NONE 0 0 24,086
F5 INC COM 315616102 263 1,717 SH   SOLE NONE 0 0 1,717
GENERAL ELECTRIC CO COM NEW 369604301 533 8,379 SH   SOLE NONE 0 0 8,379
GENERAL MLS INC COM 370334104 374 4,953 SH   SOLE NONE 0 0 4,953
HERSHEY CO COM 427866108 491 2,283 SH   SOLE NONE 0 0 2,283
HOME DEPOT INC COM 437076102 2,006 7,313 SH   SOLE NONE 0 0 7,313
HONEYWELL INTL INC COM 438516106 445 2,558 SH   SOLE NONE 0 0 2,558
INTEL CORP COM 458140100 715 19,105 SH   SOLE NONE 0 0 19,105
INTERNATIONAL BUSINESS MACHS COM 459200101 460 3,260 SH   SOLE NONE 0 0 3,260
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 247 6,213 SH   SOLE NONE 0 0 6,213
INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 718 24,655 SH   SOLE NONE 0 0 24,655
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 14,176 202,897 SH   SOLE NONE 0 0 202,897
INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV 46138G672 1,014 12,954 SH   SOLE NONE 0 0 12,954
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 990 9,723 SH   SOLE NONE 0 0 9,723
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 4,516 72,842 SH   SOLE NONE 0 0 72,842
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 1,352 60,930 SH   SOLE NONE 0 0 60,930
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 22,343 150,762 SH   SOLE NONE 0 0 150,762
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,929 14,368 SH   SOLE NONE 0 0 14,368
INVESCO QQQ TR UNIT SER 1 46090E103 627 2,236 SH   SOLE NONE 0 0 2,236
ISHARES INC CORE MSCI EMKT 46434G103 2,302 46,912 SH   SOLE NONE 0 0 46,912
ISHARES INC MSCI GBL MIN VOL 464286525 211 2,231 SH   SOLE NONE 0 0 2,231
ISHARES TR 1 3 YR TREAS BD 464287457 616 7,440 SH   SOLE NONE 0 0 7,440
ISHARES TR COHEN STEER REIT 464287564 246 4,052 SH   SOLE NONE 0 0 4,052
ISHARES TR CORE HIGH DV ETF 46429B663 2,187 21,775 SH   SOLE NONE 0 0 21,775
ISHARES TR CORE MSCI EAFE 46432F842 9,211 156,524 SH   SOLE NONE 0 0 156,524
ISHARES TR CORE MSCI TOTAL 46432F834 996 17,473 SH   SOLE NONE 0 0 17,473
ISHARES TR CORE S&P MCP ETF 464287507 46,010 203,375 SH   SOLE NONE 0 0 203,375
ISHARES TR CORE S&P SCP ETF 464287804 36,272 392,517 SH   SOLE NONE 0 0 392,517
ISHARES TR CORE S&P TTL STK 464287150 1,088 12,990 SH   SOLE NONE 0 0 12,990
ISHARES TR CORE S&P500 ETF 464287200 180,676 476,529 SH   SOLE NONE 0 0 476,529
ISHARES TR EAFE SML CP ETF 464288273 779 14,276 SH   SOLE NONE 0 0 14,276
ISHARES TR IBDS DEC28 ETF 46435U515 11,963 479,267 SH   SOLE NONE 0 0 479,267
ISHARES TR IBONDS 27 ETF 46435UAA9 11,840 496,001 SH   SOLE NONE 0 0 496,001
ISHARES TR IBONDS DEC 46435U697 260 9,988 SH   SOLE NONE 0 0 9,988
ISHARES TR IBONDS DEC 25 46435U432 426 16,000 SH   SOLE NONE 0 0 16,000
ISHARES TR IBONDS DEC 26 46435U259 369 14,576 SH   SOLE NONE 0 0 14,576
ISHARES TR IBONDS DEC 27 46435U283 223 8,865 SH   SOLE NONE 0 0 8,865
ISHARES TR IBONDS DEC 29 46436E205 11,915 521,435 SH   SOLE NONE 0 0 521,435
ISHARES TR IBONDS DEC2026 46435GAA0 11,787 495,459 SH   SOLE NONE 0 0 495,459
ISHARES TR ISHARES SEMICDTR 464287523 1,538 4,400 SH   SOLE NONE 0 0 4,400
ISHARES TR MSCI EAFE ETF 464287465 1,841 29,459 SH   SOLE NONE 0 0 29,459
ISHARES TR MSCI EAFE MIN VL 46429B689 10,521 166,181 SH   SOLE NONE 0 0 166,181
ISHARES TR MSCI EMG MKT ETF 464287234 529 13,183 SH   SOLE NONE 0 0 13,183
ISHARES TR MSCI USA MIN VOL 46429B697 33,478 476,832 SH   SOLE NONE 0 0 476,832
ISHARES TR RUS 1000 ETF 464287622 4,765 22,933 SH   SOLE NONE 0 0 22,933
ISHARES TR RUS 1000 GRW ETF 464287614 430 1,968 SH   SOLE NONE 0 0 1,968
ISHARES TR RUS 1000 VAL ETF 464287598 502 3,463 SH   SOLE NONE 0 0 3,463
ISHARES TR RUS 2000 VAL ETF 464287630 1,704 12,516 SH   SOLE NONE 0 0 12,516
ISHARES TR RUS MID CAP ETF 464287499 628 9,715 SH   SOLE NONE 0 0 9,715
ISHARES TR RUSSELL 2000 ETF 464287655 5,344 31,555 SH   SOLE NONE 0 0 31,555
ISHARES TR S&P 100 ETF 464287101 1,179 6,835 SH   SOLE NONE 0 0 6,835
ISHARES TR S&P 500 VAL ETF 464287408 315 2,289 SH   SOLE NONE 0 0 2,289
ISHARES TR SELECT DIVID ETF 464287168 3,755 31,913 SH   SOLE NONE 0 0 31,913
ISHARES TR TIPS BD ETF 464287176 1,551 13,614 SH   SOLE NONE 0 0 13,614
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 7,765 157,639 SH   SOLE NONE 0 0 157,639
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 40,541 809,372 SH   SOLE NONE 0 0 809,372
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 24,811 489,848 SH   SOLE NONE 0 0 489,848
JACOBS ENGR GROUP INC COM 469814107 369 2,899 SH   SOLE NONE 0 0 2,899
JOHNSON JOHNSON COM 478160104 3,127 17,617 SH   SOLE NONE 0 0 17,617
JPMORGAN CHASE CO COM 46625H100 1,538 13,655 SH   SOLE NONE 0 0 13,655
L3HARRIS TECHNOLOGIES INC COM 502431109 439 1,817 SH   SOLE NONE 0 0 1,817
LILLY ELI CO COM 532457108 334 1,029 SH   SOLE NONE 0 0 1,029
LOCKHEED MARTIN CORP COM 539830109 725 1,687 SH   SOLE NONE 0 0 1,687
MASTERCARD INCORPORATED CL A 57636Q104 2,177 6,901 SH   SOLE NONE 0 0 6,901
MCDONALDS CORP COM 580135101 597 2,418 SH   SOLE NONE 0 0 2,418
MERCK CO INC COM 58933Y105 1,467 16,095 SH   SOLE NONE 0 0 16,095
META PLATFORMS INC CL A 30303M102 525 3,256 SH   SOLE NONE 0 0 3,256
MICROSOFT CORP COM 594918104 6,350 24,725 SH   SOLE NONE 0 0 24,725
MONDELEZ INTL INC CL A 609207105 224 3,615 SH   SOLE NONE 0 0 3,615
NATURA CO HLDG S A ADS 63884N108 229 44,000 SH   SOLE NONE 0 0 44,000
NEXTERA ENERGY INC COM 65339F101 660 8,523 SH   SOLE NONE 0 0 8,523
NUVEEN FLOATING RATE INCOME COM SHS 6706EN100 168 20,621 SH   SOLE NONE 0 0 20,621
NVIDIA CORPORATION COM 67066G104 207 1,366 SH   SOLE NONE 0 0 1,366
ORACLE CORP COM 68389X105 525 7,514 SH   SOLE NONE 0 0 7,514
OREILLY AUTOMOTIVE INC COM 67103H107 528 836 SH   SOLE NONE 0 0 836
PEPSICO INC COM 713448108 789 4,735 SH   SOLE NONE 0 0 4,735
PFIZER INC COM 717081103 675 12,878 SH   SOLE NONE 0 0 12,878
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2,214 22,341 SH   SOLE NONE 0 0 22,341
PJT PARTNERS INC COM CL A 69343T107 29,056 413,439 SH   SOLE NONE 0 0 413,439
PPG INDS INC COM 693506107 367 3,213 SH   SOLE NONE 0 0 3,213
PROCTER AND GAMBLE CO COM 742718109 1,222 8,500 SH   SOLE NONE 0 0 8,500
QUALCOMM INC COM 747525103 202 1,580 SH   SOLE NONE 0 0 1,580
ROSS STORES INC COM 778296103 488 6,942 SH   SOLE NONE 0 0 6,942
ROYAL BK CDA COM 780087102 554 5,726 SH   SOLE NONE 0 0 5,726
SALESFORCE INC COM 79466L302 205 1,244 SH   SOLE NONE 0 0 1,244
SCHWAB CHARLES CORP COM 808513105 241 3,810 SH   SOLE NONE 0 0 3,810
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,017 32,329 SH   SOLE NONE 0 0 32,329
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 206 4,664 SH   SOLE NONE 0 0 4,664
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 333 5,747 SH   SOLE NONE 0 0 5,747
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 421 6,741 SH   SOLE NONE 0 0 6,741
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 249 5,579 SH   SOLE NONE 0 0 5,579
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 350 2,755 SH   SOLE NONE 0 0 2,755
SMUCKER J M CO COM NEW 832696405 223 1,743 SH   SOLE NONE 0 0 1,743
SOUTHERN CO COM 842587107 387 5,422 SH   SOLE NONE 0 0 5,422
SPDR GOLD TR GOLD SHS 78463V107 294 1,743 SH   SOLE NONE 0 0 1,743
SPDR SP 500 ETF TR TR UNIT 78462F103 48,578 128,768 SH   SOLE NONE 0 0 128,768
SPDR SP MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 18,922 45,762 SH   SOLE NONE 0 0 45,762
SPDR SER TR PRTFLO S&P500 GW 78464A409 27,286 521,913 SH   SOLE NONE 0 0 521,913
SPDR SER TR PRTFLO S&P500 VL 78464A508 30,761 835,444 SH   SOLE NONE 0 0 835,444
SPDR SER TR S&P 400 MDCP GRW 78464A821 18,417 302,110 SH   SOLE NONE 0 0 302,110
SPDR SER TR S&P 400 MDCP VAL 78464A839 21,582 356,727 SH   SOLE NONE 0 0 356,727
SPDR SER TR S&P 600 SMCP GRW 78464A201 11,899 168,782 SH   SOLE NONE 0 0 168,782
SPDR SER TR S&P 600 SMCP VAL 78464A300 18,235 251,827 SH   SOLE NONE 0 0 251,827
SPDR SER TR S&P DIVID ETF 78464A763 26,307 221,647 SH   SOLE NONE 0 0 221,647
SYSCO CORP COM 871829107 507 5,990 SH   SOLE NONE 0 0 5,990
TESLA INC COM 88160R101 356 528 SH   SOLE NONE 0 0 528
THERMO FISHER SCIENTIFIC INC COM 883556102 200 369 SH   SOLE NONE 0 0 369
TJX COS INC NEW COM 872540109 634 11,349 SH   SOLE NONE 0 0 11,349
TRUIST FINL CORP COM 89832Q109 207 4,360 SH   SOLE NONE 0 0 4,360
TYSON FOODS INC CL A 902494103 285 3,306 SH   SOLE NONE 0 0 3,306
UNION PAC CORP COM 907818108 472 2,213 SH   SOLE NONE 0 0 2,213
UNITED BANKSHARES INC WEST V COM 909907107 722 20,587 SH   SOLE NONE 0 0 20,587
UNITEDHEALTH GROUP INC COM 91324P102 486 947 SH   SOLE NONE 0 0 947
UPHEALTH INC COM 91532B101 12 20,000 SH   SOLE NONE 0 0 20,000
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 1,143 7,462 SH   SOLE NONE 0 0 7,462
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 932 5,482 SH   SOLE NONE 0 0 5,482
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 452 3,450 SH   SOLE NONE 0 0 3,450
VANGUARD INDEX FDS GROWTH ETF 922908736 596 2,672 SH   SOLE NONE 0 0 2,672
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 301 1,717 SH   SOLE NONE 0 0 1,717
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 379 2,928 SH   SOLE NONE 0 0 2,928
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5,001 54,891 SH   SOLE NONE 0 0 54,891
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,341 9,632 SH   SOLE NONE 0 0 9,632
VANGUARD INDEX FDS SM CP VAL ETF 922908611 981 6,545 SH   SOLE NONE 0 0 6,545
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,841 10,454 SH   SOLE NONE 0 0 10,454
VANGUARD INDEX FDS SML CP GRW ETF 922908595 246 1,248 SH   SOLE NONE 0 0 1,248
VANGUARD INDEX FDS TOTAL STK MKT 922908769 8,708 46,169 SH   SOLE NONE 0 0 46,169
VANGUARD INDEX FDS VALUE ETF 922908744 395 2,994 SH   SOLE NONE 0 0 2,994
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,763 35,279 SH   SOLE NONE 0 0 35,279
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,225 125,445 SH   SOLE NONE 0 0 125,445
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 495 4,796 SH   SOLE NONE 0 0 4,796
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 62,350 1,244,019 SH   SOLE NONE 0 0 1,244,019
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 766 5,341 SH   SOLE NONE 0 0 5,341
VANGUARD STAR FDS VG TL INTL STK F 921909768 343 6,648 SH   SOLE NONE 0 0 6,648
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 18,378 450,446 SH   SOLE NONE 0 0 450,446
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 874 8,594 SH   SOLE NONE 0 0 8,594
VERIZON COMMUNICATIONS INC COM 92343V104 380 7,489 SH   SOLE NONE 0 0 7,489
VISA INC COM CL A 92826C839 379 1,926 SH   SOLE NONE 0 0 1,926
WALGREENS BOOTS ALLIANCE INC COM 931427108 285 7,532 SH   SOLE NONE 0 0 7,532
WALMART INC COM 931142103 240 1,977 SH   SOLE NONE 0 0 1,977
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 378 17,750 SH   SOLE NONE 0 0 17,750
WESTERN ASSET EMERGING MKTS COM 95766A101 120 13,581 SH   SOLE NONE 0 0 13,581
WISDOMTREE TR CBOE S&P 500 97717X560 429 13,435 SH   SOLE NONE 0 0 13,435
WISDOMTREE TR EMER MKT HIGH FD 97717W315 364 9,830 SH   SOLE NONE 0 0 9,830
WISDOMTREE TR US QTLY DIV GRT 97717X669 348 6,080 SH   SOLE NONE 0 0 6,080