Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPG	Simon Property Group Inc	2,891	$582K	0.2%	$82.57	—	Common Stock	828806109
IEFA	Ishares Core MSCI EAFE ETF	9,351	$899K	0.2%	$70.80	—	Exchange Traded Fund	46432F842
IWP	IShares Russell MidCap Growth	15,290	$2.065M	0.6%	$105.38	—	Exchange Traded Fund	464287481
DFUV	Dimensional US Marketwide Value ETF	134,254	$6.777M	1.9%	$29.72	—	Exchange Traded Fund	25434V724
LMT	Lockheed Martin Corp	993	$603K	0.2%	$311.93	—	Common Stock	539830109
AEP	American Electric Power Inc	3,375	$454K	0.1%	$49.26	—	Common Stock	025537101
XOM	Exxon Mobil Corp	13,275	$2.017M	0.6%	$86.26	—	Common Stock	30231G102
VBR	Vanguard Small-Cap Value ETF	2,514	$574K	0.2%	$162.86	—	Exchange Traded Fund	922908611
FICO	Fair Isaac Corp	522	$559K	0.2%	$1466.95	—	Common Stock	303250104
SHW	Sherwin Williams Co	3,681	$1.227M	0.3%	$311.25	—	Common Stock	824348106
—	Envirochem, Inc	27,500	$3	0.0%	—	—	Common Stock	29403U105
HIFS	Hingham Institution For Saving	1,230	$370K	0.1%	$172.02	—	Common Stock	433323102
AVDV	Avantis Intl Small Cap Value ETF	84,956	$9.042M	2.5%	$70.52	—	Exchange Traded Fund	025072802
USEW	Cambria US EW ETF	51,144	$2.662M	0.7%	$52.05	—	Exchange Traded Fund	02072Q572
RSP	Invesco S&P 500 Equal Weight ETF	56,621	$11.36M	3.1%	$170.30	—	Exchange Traded Fund	46137V357
WFC	Wells Fargo & Co	13,485	$1.096M	0.3%	$60.65	—	Common Stock	949746101
TJX	TJX Companies Inc	5,895	$928K	0.3%	$41.26	—	Common Stock	872540109
SPY	State Street SPDR S&P 500 ETF Trust	6,346	$4.453M	1.2%	$406.35	—	Exchange Traded Fund	78462F103
CTSH	Cognizant Technology Solutions Corp	4,000	$242K	0.1%	$76.85	—	Common Stock	192446102
VO	Vanguard Mid-Cap Index ETF	48,158	$14.58M	4.0%	$241.81	—	Exchange Traded Fund	922908629
AVUV	Avantis US Small Cap Value ETF	76,999	$8.91M	2.4%	$82.99	—	Exchange Traded Fund	025072877
DFCA	Dimensional California Municipal Bond ETF	4,146	$208K	0.1%	$50.42	—	Fixed Income ETF	25434V633
GD	General Dynamics Corp	1,405	$471K	0.1%	$162.53	—	Common Stock	369550108
V	Visa Inc	12,642	$3.983M	1.1%	$177.89	—	Common Stock	92826C839
APO	Apollo Global Management Inc	29,920	$3.615M	1.0%	$64.87	—	Common Stock	03769M106
VLO	Valero Energy Corp	842	$204K	0.1%	$190.06	—	Common Stock	91913Y100
IAU	iShares Gold Trust	2,474	$223K	0.1%	$37.37	—	Exchange Traded Fund	464285204
SCHG	Schwab U.S. Large-Cap Growth ETF	283,851	$9.12M	2.5%	$37.48	—	Exchange Traded Fund	808524300
CAT	Caterpillar Inc	5,651	$4.366M	1.2%	$137.51	—	Common Stock	149123101
CMI	Cummins Inc	1,600	$974K	0.3%	$205.83	—	Common Stock	231021106
PEP	Pepsico Inc	8,020	$1.27M	0.3%	$119.60	—	Common Stock	713448108
AWI	Armstrong World Industries	2,360	$410K	0.1%	$81.24	—	Common Stock	04247X102
VTV	Vanguard Value ETF	55,412	$11.23M	3.1%	$155.48	—	Exchange Traded Fund	922908744
JPM	J P Morgan Chase & Co	7,954	$2.465M	0.7%	$71.44	—	Common Stock	46625H100
VNQ	Vanguard Real Estate ETF	4,017	$382K	0.1%	$90.91	—	Exchange Traded Fund	922908553
EXPE	Expedia Group Inc	4,003	$1.018M	0.3%	$145.88	—	Common Stock	30212P303
ORCL	Oracle Corp	12,065	$2.152M	0.6%	$54.76	—	Common Stock	68389X105
JMTG	JPMorgan Mortgage-Backed Securities ETF	611,824	$31.25M	8.5%	$51.00	—	Fixed Income ETF	46654Q575
ELM	Elm Market Navigator ETF	64,797	$1.837M	0.5%	$27.81	—	Exchange Traded Fund	81752T429
DLTR	Dollar Tree Inc	4,618	$461K	0.1%	$98.18	—	Common Stock	256746108
BAC	Bank of America Corp	28,646	$1.533M	0.4%	$26.83	—	Common Stock	060505104
TGT	Target Corp	1,815	$225K	0.1%	$109.20	—	Common Stock	87612E106
DFAI	Dimensional International Core Equity Market ETF	111,562	$4.601M	1.3%	$33.20	—	Exchange Traded Fund	25434V203
NVDA	NVIDIA Corp	1,809	$359K	0.1%	$130.52	—	Common Stock	67066G104
CSCO	Cisco Systems Inc	8,477	$716K	0.2%	$42.10	—	Common Stock	17275R102
EMR	Emerson Electric Co	2,099	$295K	0.1%	$91.16	—	Common Stock	291011104
DHR	Danaher Corp	4,521	$876K	0.2%	$193.02	—	Common Stock	235851102
WM	Waste Management Inc	1,100	$246K	0.1%	$102.24	—	Common Stock	94106L109
IBM	International Business Machines	2,129	$534K	0.1%	$110.56	—	Common Stock	459200101
BMY	Bristol Myers Squibb Co	9,195	$542K	0.1%	$52.13	—	Common Stock	110122108
TMO	Thermo Fisher Scientific Inc	813	$420K	0.1%	$417.06	—	Common Stock	883556102
KO	Coca-Cola Company	8,969	$674K	0.2%	$64.97	—	Common Stock	191216100
LPRE	Long Pond Real Estate Select ETF	28,646	$798K	0.2%	$27.87	—	Exchange Traded Fund	30151E517
MRK	Merck and Co Inc	2,170	$251K	0.1%	$93.24	—	Common Stock	58933Y105
HBAN	Huntington Bancshares Inc	15,866	$263K	0.1%	$9.98	—	Common Stock	446150104
VOO	Vanguard 500 Index Fund ETF	50,224	$32.39M	8.9%	$461.83	—	Exchange Traded Fund	922908363
BLK	Blackrock Inc	225	$231K	0.1%	$990.29	—	Common Stock	09290D101
IWF	IShares Russell 1000 Growth Index Fund	6,247	$2.931M	0.8%	$84.08	—	Exchange Traded Fund	464287614
UNP	Union Pacific Corp	4,844	$1.216M	0.3%	$149.57	—	Common Stock	907818108
ASML	ASML Holding NV	976	$1.377M	0.4%	$801.39	—	Int'l Common Stock	N07059210
YUM	Yum Brands Inc	1,798	$287K	0.1%	$141.64	—	Common Stock	988498101
WMT	WalMart Inc	3,897	$486K	0.1%	$58.51	—	Common Stock	931142103
AVMV	Avantis US Mid Cap Value ETF	36,723	$2.816M	0.8%	$66.14	—	Exchange Traded Fund	025072133
EA	Electronic Arts Inc	2,274	$462K	0.1%	$131.47	—	Common Stock	285512109
AVGO	Broadcom Inc	1,574	$627K	0.2%	$151.37	—	Common Stock	11135F101
QQQ	Invesco QQQ Trust Series 1 ETF	325	$208K	0.1%	$551.64	—	Exchange Traded Fund	46090E103
ADP	Automatic Data Processing Inc	1,313	$263K	0.1%	$154.95	—	Common Stock	053015103
GLD	SPDR Gold Trust	1,100	$484K	0.1%	$171.45	—	Exchange Traded Fund	78463V107
DG	Dollar General	2,963	$366K	0.1%	$114.14	—	Common Stock	256677105
MSFT	Microsoft Corp	7,384	$3.103M	0.8%	$166.52	—	Common Stock	594918104
VEA	Vanguard FTSE Developed Markets Index Fund ETF	29,570	$2.029M	0.6%	$48.63	—	Exchange Traded Fund	921943858
IVW	iShares S&P 500 Growth ETF	10,967	$1.388M	0.4%	$68.42	—	Exchange Traded Fund	464287309
DFAU	Dimensional US Core Equity Market ETF	19,407	$941K	0.3%	$27.65	—	Exchange Traded Fund	25434V104
ABT	Abbott Laboratories	3,870	$369K	0.1%	$87.44	—	Common Stock	002824100
WTV	WisdomTree U.S. Value Fund	22,226	$2.166M	0.6%	$94.22	—	Exchange Traded Fund	97717W547
DFAS	Dimensional US Small Cap ETF	144,794	$10.93M	3.0%	$61.26	—	Exchange Traded Fund	25434V500
IDEV	iShares Core MSCI International	247,915	$22M	6.0%	$63.78	—	Exchange Traded Fund	46435G326
EEM	IShares MSCI Emerging Markets	7,839	$490K	0.1%	$39.10	—	Exchange Traded Fund	464287234
PG	Procter & Gamble Co	4,270	$611K	0.2%	$57.06	—	Common Stock	742718109
SHOO	Steven Madden LTD	8,100	$310K	0.1%	$27.75	—	Common Stock	556269108
KKR	KKR & Company Inc	13,403	$1.367M	0.4%	$58.67	—	Common Stock	48251W104
DFAX	Dimensional World EX US Core Equity 2 ETF	308,472	$11.24M	3.1%	$24.36	—	Exchange Traded Fund	25434V880
VUG	Vanguard Growth Vipers Fund ETF	2,428	$1.181M	0.3%	$248.52	—	Exchange Traded Fund	922908736
CRM	Salesforce, Inc	1,263	$229K	0.1%	$170.00	—	Common Stock	79466L302
BRK/B	Berkshire Hathaway Inc Class B	11,139	$5.292M	1.4%	$210.30	—	Common Stock	084670702
NOW	Servicenow Inc	3,700	$357K	0.1%	$151.64	—	Common Stock	81762P102
LOW	Lowes Companies Inc	2,114	$512K	0.1%	$141.60	—	Common Stock	548661107
GE	General Electric	1,663	$496K	0.1%	$94.98	—	Common Stock	369604301
GOOG	Alphabet Inc Cap Stk Class C	3,213	$1.069M	0.3%	$114.42	—	Common Stock	02079K107
UBER	Uber Technologies Inc	18,723	$1.432M	0.4%	$60.81	—	Common Stock	90353T100
SRE	Sempra Energy	2,320	$222K	0.1%	$79.82	—	Common Stock	816851109
CPB	The Campbell's Company	26,458	$554K	0.2%	$29.24	—	Common Stock	134429109
VYM	Vanguard High Dividend Yield ETF	6,691	$1.029M	0.3%	$74.90	—	Exchange Traded Fund	921946406
AVDE	Avantis International Equity ETF	284,980	$25.69M	7.0%	$60.47	—	Exchange Traded Fund	025072703
LLY	Eli Lilly & Co	1,157	$1.046M	0.3%	$107.55	—	Common Stock	532457108
Q	Qnity Electronics Inc	2,661	$349K	0.1%	$101.21	—	Common Stock	74743L100
BX	Blackstone Inc	16,168	$2.072M	0.6%	$75.05	—	Common Stock	09260D107
WST	West Pharmaceutical Services Inc	4,727	$1.275M	0.3%	$241.11	—	Common Stock	955306105
IWO	IShares Russell 2000 Growth Fund	3,159	$1.101M	0.3%	$168.72	—	Exchange Traded Fund	464287648
CSX	CSX Corp	40,500	$1.73M	0.5%	$33.29	—	Common Stock	126408103
BKH	Black Hills Corp	5,483	$421K	0.1%	$64.21	—	Common Stock	092113109
TRV	The Travelers Companies Inc	2,533	$757K	0.2%	$143.90	—	Common Stock	89417E109
EBAY	Ebay Inc	2,413	$246K	0.1%	$87.96	—	Common Stock	278642103
MUB	IShares National Muni Bond ETF	11,870	$1.27M	0.3%	$105.75	—	Fixed Income ETF	464288414
UNH	UnitedHealth Group Inc	1,387	$439K	0.1%	$443.13	—	Common Stock	91324P102
AVLV	Avantis US Large Cap Value ETF	225,021	$19.04M	5.2%	$60.88	—	Exchange Traded Fund	025072349
MNST	Monster Beverage	8,310	$626K	0.2%	$47.87	—	Common Stock	61174X109
MTBA	Simplify MBS ETF	52,518	$2.617M	0.7%	$50.16	—	Fixed Income ETF	82889N525
XEL	Xcel Energy Inc	3,404	$276K	0.1%	$56.58	—	Common Stock	98389B100
VNO	Vornado Realty Trust	28,300	$803K	0.2%	$23.19	—	Common Stock	929042109
GOOGL	Alphabet Inc Capital Stock Class A	9,551	$3.209M	0.9%	$120.75	—	Common Stock	02079K305
COR	CENCORA, INC.	1,000	$322K	0.1%	$191.75	—	Common Stock	03073E105
AAPL	Apple Inc	22,230	$5.855M	1.6%	$133.55	—	Common Stock	037833100
DGRS	WisdomTree U.S. SmallCap Quality Dividend	9,052	$501K	0.1%	$49.79	—	Exchange Traded Fund	97717X651
IVV	IShares Core S&P 500 ETF	1,143	$806K	0.2%	$571.66	—	Exchange Traded Fund	464287200
META	Meta Platforms Inc	1,957	$1.325M	0.4%	$353.19	—	Common Stock	30303M102
NEE	Nextera Energy Inc	4,548	$418K	0.1%	$58.41	—	Common Stock	65339F101
CNS	Cohen & Steers Inc	4,378	$283K	0.1%	$66.09	—	Common Stock	19247A100
CVX	Chevron Corp	4,852	$913K	0.2%	$87.96	—	Common Stock	166764100
GEV	GE Vernova LLC	419	$410K	0.1%	$415.97	—	Common Stock	36828A101
POOL	Pool Corporation	2,261	$510K	0.1%	$251.76	—	Common Stock	73278L105
CAH	Cardinal Health Inc	1,350	$288K	0.1%	$147.12	—	Common Stock	14149Y108
ORLY	O'Reilly Automotive Inc	8,426	$781K	0.2%	$86.34	—	Common Stock	67103H107
AMZN	Amazon Com Inc	23,611	$5.896M	1.6%	$197.49	—	Common Stock	023135106
EFA	IShares Msci Eafe Index Fund	5,496	$566K	0.2%	$89.33	—	Exchange Traded Fund	464287465
IJH	IShares Core S&P Mid-Cap ETF	12,259	$876K	0.2%	$98.70	—	Exchange Traded Fund	464287507
MA	Mastercard Inc	3,640	$1.887M	0.5%	$172.08	—	Common Stock	57636Q104
ABBV	AbbVie Inc	6,420	$1.342M	0.4%	$77.76	—	Common Stock	00287Y109
RTX	RTX Corporation	1,768	$346K	0.1%	$124.76	—	Common Stock	75513E101
MPC	Marathon Petroleum Corp	1,648	$373K	0.1%	$132.62	—	Common Stock	56585A102
CSD	Invesco S&P Spin-Off ETF	1,767	$219K	0.1%	$124.08	—	Exchange Traded Fund	46137V159
DGRW	WisdomTree US Quality Dividend Growth ETF	5,137	$477K	0.1%	$82.48	—	Exchange Traded Fund	97717X669
PTLO	Portillo's Inc	10,000	$55,900	0.0%	$5.51	—	Common Stock	73642K106
DIS	Walt Disney Co/The	9,703	$1.008M	0.3%	$93.69	—	Common Stock	254687106
COLD	Americold Realty Trust Inc	50,420	$625K	0.2%	$12.40	—	Common Stock	03064D108
MCD	McDonalds Corp	1,339	$411K	0.1%	$88.99	—	Common Stock	580135101
EVRG	Evergy Inc	2,691	$221K	0.1%	$77.26	—	Common Stock	30034W106
SBUX	Starbucks Corporation	6,533	$643K	0.2%	$79.17	—	Common Stock	855244109
PM	Philip Morris International	5,455	$852K	0.2%	$91.29	—	Common Stock	718172109
DIA	State Street SPDR Dow Jones Industrial Average ETF	705	$342K	0.1%	$323.93	—	Exchange Traded Fund	78467X109
DE	Deere & Co	581	$339K	0.1%	$414.89	—	Common Stock	244199105
PSX	Phillips 66	2,885	$471K	0.1%	$51.24	—	Common Stock	718546104
VYMI	Vanguard International High Dividend Yield ETF	2,500	$248K	0.1%	$80.11	—	Exchange Traded Fund	921946794
APD	Air Products & Chemicials Inc	1,178	$350K	0.1%	$233.13	—	Common Stock	009158106
COP	Conocophillips	2,572	$313K	0.1%	$80.02	—	Common Stock	20825C104
JNJ	Johnson & Johnson	4,268	$1.001M	0.3%	$86.55	—	Common Stock	478160104
HD	Home Depot Inc	1,363	$460K	0.1%	$236.94	—	Common Stock	437076102