Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	120,726	$38.73M	10.6%	$245.56	—	TOTAL STK MKT	922908769
DFCF	DIMENSIONAL ETF TRUST	603,533	$25.48M	7.0%	$42.50	—	CORE FIXED INCOM	25434V872
DUSB	DIMENSIONAL ETF TRUST	495,047	$25.1M	6.9%	$50.39	—	ULTRASHORT FIXED	25434V591
DUHP	DIMENSIONAL ETF TRUST	647,105	$23.79M	6.5%	$35.12	—	US HIGH PROFITAB	25434V831
DFAT	DIMENSIONAL ETF TRUST	364,224	$22.75M	6.2%	$54.64	—	US TARGETED VLU	25434V609
VEA	VANGUARD TAX-MANAGED FDS	284,944	$18.26M	5.0%	$49.56	—	VAN FTSE DEV MKT	921943858
DFSD	DIMENSIONAL ETF TRUST	376,697	$18.04M	5.0%	$47.81	—	SHORT DURATION F	25434V864
DFAE	DIMENSIONAL ETF TRUST	488,126	$16.53M	4.5%	$26.53	—	EMGR CRE EQT MNG	25434V302
DFUV	DIMENSIONAL ETF TRUST	285,040	$13.81M	3.8%	$37.29	—	US MKTWIDE VALUE	25434V724
DFLV	DIMENSIONAL ETF TRUST	380,080	$13.57M	3.7%	$30.98	—	US LARGE CAP VAL	25434V666
DFAS	DIMENSIONAL ETF TRUST	185,419	$13.19M	3.6%	$61.60	—	US SMALL CAP ETF	25434V500
VWO	VANGUARD INTL EQUITY INDEX F	198,889	$10.75M	3.0%	$41.60	—	FTSE EMR MKT ETF	922042858
DFAC	DIMENSIONAL ETF TRUST	251,132	$9.759M	2.7%	$29.23	—	US CORE EQUITY 2	25434V708
HUBB	HUBBELL INC	18,090	$8.877M	2.4%	$320.41	+54.6%	COM	443510607
VBR	VANGUARD INDEX FDS	33,434	$7.264M	2.0%	$179.97	—	SM CP VAL ETF	922908611
DFIV	DIMENSIONAL ETF TRUST	116,203	$6.133M	1.7%	$37.46	—	INTERNATNAL VAL	25434V807
DFGX	DIMENSIONAL ETF TRUST	111,027	$5.823M	1.6%	$53.37	—	DIMENSIONAL INTE	25434V575
VXUS	VANGUARD STAR FDS	66,566	$5.133M	1.4%	$59.17	—	VG TL INTL STK F	921909768
DISV	DIMENSIONAL ETF TRUST	117,202	$4.622M	1.3%	$30.37	—	INTL SMALL CAP V	25434V781
MCD	MCDONALDS CORP	12,188	$3.788M	1.0%	$274.61	+15.5%	COM	580135101
DFUS	DIMENSIONAL ETF TRUST	48,891	$3.467M	1.0%	$52.07	—	US EQUITY MARKET	25434V401
DFIS	DIMENSIONAL ETF TRUST	100,273	$3.376M	0.9%	$27.97	—	INTL SMALL CAP E	25434V773
EFV	ISHARES TR	40,917	$3.042M	0.8%	$52.97	—	EAFE VALUE ETF	464288877
AAPL	APPLE INC	11,549	$2.931M	0.8%	$199.88	+31.5%	COM	037833100
VNQ	VANGUARD INDEX FDS	32,213	$2.857M	0.8%	$88.36	—	REAL ESTATE ETF	922908553
IUSV	ISHARES TR	26,162	$2.675M	0.7%	$84.77	—	CORE S&P US VLU	464287663
DFGR	DIMENSIONAL ETF TRUST	99,167	$2.636M	0.7%	$26.83	—	GLOBAL REAL EST	25434V658
JPM	JPMORGAN CHASE & CO	7,228	$2.126M	0.6%	$160.29	+94.3%	COM	46625H100
XOM	EXXON MOBIL CORP	11,728	$1.99M	0.5%	$99.65	+39.2%	COM	30231G102
DFAW	DIMENSIONAL ETF TRUST	24,869	$1.835M	0.5%	$66.38	—	WORLD EQUITY ETF	25434V617
MSFT	MICROSOFT CORP	4,629	$1.714M	0.5%	$379.34	+14.6%	COM	594918104
AXP	AMERICAN EXPRESS CO	5,134	$1.553M	0.4%	$156.99	+126.9%	COM	025816109
JNJ	JOHNSON & JOHNSON	6,208	$1.517M	0.4%	$147.74	+54.2%	COM	478160104
SPDW	SPDR INDEX SHS FDS	31,918	$1.457M	0.4%	$34.13	—	STATE STREET SPD	78463X889
CAT	CATERPILLAR INC	1,943	$1.377M	0.4%	$259.29	+163.9%	COM	149123101
PEP	PEPSICO INC	8,700	$1.351M	0.4%	$154.98	-0.2%	COM	713448108
DFNM	DIMENSIONAL ETF TRUST	27,947	$1.339M	0.4%	$48.05	—	NATL MUN BD ETF	25434V849
IVV	ISHARES TR	1,947	$1.272M	0.3%	$477.60	—	CORE S&P500 ETF	464287200
NVDA	NVIDIA CORPORATION	7,217	$1.259M	0.3%	$157.90	+18.2%	COM	67066G104
VUG	VANGUARD INDEX FDS	2,711	$1.184M	0.3%	$320.98	—	GROWTH ETF	922908736
SHW	SHERWIN WILLIAMS CO	3,311	$1.061M	0.3%	$264.03	+34.6%	COM	824348106
CMCSA	COMCAST CORP NEW	33,804	$971K	0.3%	$40.09	-25.6%	CL A	20030N101
PG	PROCTER & GAMBLE CO	6,610	$955K	0.3%	$151.61	+0.1%	COM	742718109
DFAI	DIMENSIONAL ETF TRUST	24,066	$938K	0.3%	$28.64	—	INTL CORE EQT MK	25434V203
DE	DEERE & CO	1,661	$936K	0.3%	$365.14	+51.0%	COM	244199105
VYM	VANGUARD WHITEHALL FDS	5,967	$884K	0.2%	$111.63	—	HIGH DIV YLD	921946406
GOOGL	ALPHABET INC	3,064	$881K	0.2%	$149.31	+116.5%	CAP STK CL A	02079K305
DFGP	DIMENSIONAL ETF TRUST	15,257	$824K	0.2%	$53.99	—	GLOBAL CORE PLUS	25434V583
DGCB	DIMENSIONAL ETF TRUST	15,212	$823K	0.2%	$54.13	—	GLOBAL CR ETF	25434V567
SCYB	SCHWAB STRATEGIC TR	31,485	$819K	0.2%	$26.00	—	HIGH YIELD BD ET	808524631
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,425	$683K	0.2%	$383.02	+28.8%	CL B NEW	084670702
ABBV	ABBVIE INC	3,033	$660K	0.2%	$141.02	+57.8%	COM	00287Y109
CMI	CUMMINS INC	1,110	$597K	0.2%	$217.89	+164.1%	COM	231021106
GRC	GORMAN RUPP CO	9,435	$586K	0.2%	$32.24	+78.5%	COM	383082104
AEP	AMERICAN ELEC PWR CO INC	4,361	$572K	0.2%	$75.49	+59.7%	COM	025537101
LLY	ELI LILLY & CO	588	$541K	0.1%	$617.30	+69.6%	COM	532457108
GOOG	ALPHABET INC	1,876	$538K	0.1%	$152.47	+112.3%	CAP STK CL C	02079K107
YUM	YUM BRANDS INC	3,387	$527K	0.1%	$132.27	+19.0%	COM	988498101
LECO	LINCOLN ELEC HLDGS INC	2,081	$518K	0.1%	$192.91	+40.4%	COM	533900106
CSCO	CISCO SYS INC	6,678	$518K	0.1%	$47.90	+62.7%	COM	17275R102
PSX	PHILLIPS 66	2,830	$516K	0.1%	$134.01	+9.8%	COM	718546104
HON	HONEYWELL INTL INC	2,207	$499K	0.1%	$172.33	+31.1%	COM	438516106
ESGV	VANGUARD WORLD FD	4,429	$497K	0.1%	$86.13	—	ESG US STK ETF	921910733
MRSH	MARSH & MCLENNAN COS INC	2,817	$489K	0.1%	$186.95	-3.0%	COM	571748102
REET	ISHARES TR	19,393	$488K	0.1%	$24.18	—	GLOBAL REIT ETF	46434V647
VGT	VANGUARD WORLD FD	674	$470K	0.1%	$586.52	—	INF TECH ETF	92204A702
AMP	AMERIPRISE FINL INC	1,022	$454K	0.1%	$333.50	+50.0%	COM	03076C106
VTV	VANGUARD INDEX FDS	2,294	$450K	0.1%	$176.57	—	VALUE ETF	922908744
ITW	ILLINOIS TOOL WKS INC	1,717	$447K	0.1%	$227.33	+20.2%	COM	452308109
CVX	CHEVRON CORPORATION	2,136	$442K	0.1%	$137.91	+24.6%	COM	166764100
HD	HOME DEPOT INC	1,303	$429K	0.1%	$293.72	+28.3%	COM	437076102
BILS	SPDR SERIES TRUST	4,222	$420K	0.1%	$99.44	—	STATE STREET SPD	78468R523
BMY	BRISTOL-MYERS SQUIBB CO	6,808	$413K	0.1%	$46.47	+23.6%	COM	110122108
KO	COCA COLA CO	5,368	$408K	0.1%	$53.94	+38.6%	COM	191216100
QCOM	QUALCOMM INC	3,104	$400K	0.1%	$119.03	+29.3%	COM	747525103
COP	CONOCOPHILLIPS	3,010	$397K	0.1%	$90.02	+14.0%	COM	20825C104
AMZN	AMAZON COM INC	1,900	$396K	0.1%	$147.50	+53.8%	COM	023135106
SPSM	SPDR SERIES TRUST	7,975	$385K	0.1%	$42.18	—	STATE STREET SPD	78468R853
SPEM	SPDR INDEX SHS FDS	7,905	$371K	0.1%	$35.75	—	STATE STREET SPD	78463X509
JHMM	JOHN HANCOCK EXCHANGE TRADED	5,429	$364K	0.1%	$52.98	—	MULTIFACTOR MI	47804J206
AVGO	BROADCOM INC	1,157	$358K	0.1%	$334.17	0.0%	COM	11135F101
MO	ALTRIA GROUP INC	5,340	$352K	0.1%	$59.36	+6.2%	COM	02209S103
CVS	CVS HEALTH CORP	4,670	$335K	0.1%	$65.12	+19.7%	COM	126650100
GE	GE AEROSPACE	1,156	$328K	0.1%	$120.95	+163.1%	COM NEW	369604301
VTEB	VANGUARD MUN BD FDS	6,323	$315K	0.1%	$51.05	—	TAX EXEMPT BD	922907746
IJS	ISHARES TR	2,567	$304K	0.1%	$103.08	—	SP SMCP600VL ETF	464287879
DVY	ISHARES TR	1,961	$297K	0.1%	$117.22	—	SELECT DIVID ETF	464287168
MRK	MERCK & CO INC	2,426	$292K	0.1%	$99.86	+14.4%	COM	58933Y105
AMGN	AMGEN INC	810	$285K	0.1%	$257.26	+35.9%	COM	031162100
DIS	DISNEY WALT CO	2,954	$285K	0.1%	$87.08	+25.7%	COM	254687106
ITIC	INVESTORS TITLE CO NC	1,296	$282K	0.1%	$148.59	+70.2%	COM	461804106
VSS	VANGUARD INTL EQUITY INDEX F	1,870	$273K	0.1%	$115.67	—	FTSE SMCAP ETF	922042718
IQLT	ISHARES TR	5,892	$272K	0.1%	$37.56	—	MSCI INTL QUALTY	46434V456
ABT	ABBOTT LABORATORIES	2,646	$272K	0.1%	$97.53	+18.3%	COM	002824100
IJR	ISHARES TR	2,139	$266K	0.1%	$108.91	—	CORE S&P SCP ETF	464287804
CEG	CONSTELLATION ENERGY CORP	939	$262K	0.1%	$197.12	+52.8%	COM	21037T109
HWM	HOWMET AEROSPACE INC	1,128	$260K	0.1%	$153.62	+47.5%	COM	443201108
MMM	3M CO	1,788	$260K	0.1%	$119.14	+37.6%	COM	88579Y101
GEV	GE VERNOVA INC	289	$252K	0.1%	$736.93	0.0%	COM	36828A101
R	RYDER SYS INC	1,229	$252K	0.1%	$180.37	+12.6%	COM	783549108
INTC	INTEL CORP	5,650	$249K	0.1%	$24.23	+91.6%	COM	458140100
USB	US BANCORP	4,532	$236K	0.1%	$48.72	+16.2%	COM NEW	902973304
SMH	VANECK ETF TRUST	574	$220K	0.1%	$326.36	—	SEMICONDUCTR ETF	92189F676
ALL	ALLSTATE CORP	1,052	$218K	0.1%	$189.83	+6.9%	COM	020002101
BSV	VANGUARD BD INDEX FDS	2,748	$215K	0.1%	$77.02	—	SHORT TRM BOND	921937827
SO	SOUTHERN CO	2,206	$213K	0.1%	$89.54	0.0%	COM	842587107
SPY	STATE STR SPDR S&P 500 ETF T	322	$209K	0.1%	$666.18	—	TR UNIT	78462F103
PM	PHILIP MORRIS INTL INC	1,246	$206K	0.1%	$175.91	0.0%	COM	718172109
VZ	VERIZON COMMUNICATIONS INC	4,074	$205K	0.1%	$43.82	0.0%	COM	92343V104
ITOT	ISHARES TR	1,424	$203K	0.1%	$105.39	—	CORE S&P TTL STK	464287150
BIL	SPDR SERIES TRUST	2,188	$201K	0.1%	$91.64	—	STATE STREET SPD	78468R663
HBAN	HUNTINGTON BANCSHARES INC	10,076	$158K	0.0%	$9.98	+79.3%	COM	446150104