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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
iShares Core S&P 500 ETF ETF 464287200 46,296,997 69,172 SH SOLE 0 0 69,172
Vanguard FTSE Developed Markets ETF ETF 921943858 39,891,720 665,750 SH SOLE 0 0 665,750
iShares Core S&P Small Cap ETF ETF 464287804 35,636,206 299,892 SH SOLE 0 0 299,892
SPDR S&P 500 ETF Trust ETF 78462F103 17,523,050 26,232 SH SOLE 0 0 26,232
Eli Lilly & Co Common Stock 532457108 11,382,627 14,918 SH SOLE 0 0 14,918
Schwab US TIPS ETF ETF 808524870 10,072,642 373,753 SH SOLE 0 0 373,753
Apple Inc Common Stock 037833100 9,663,325 37,950 SH SOLE 0 0 37,950
Vanguard Total Stock Market Index Fund ETF ETF 922908769 8,940,134 27,167 SH SOLE 0 0 27,167
Vanguard Small-Cap Index Fund ETF ETF 922908751 8,200,371 32,147 SH SOLE 0 0 32,147
Hillenbrand Inc Common Stock 431571108 6,995,329 258,703 SH SOLE 0 0 258,703
Nvidia Corporation Common Stock 67066G104 6,281,274 33,664 SH SOLE 0 0 33,664
Microsoft Common Stock 594918104 5,569,161 10,752 SH SOLE 0 0 10,752
iShares MSCI EAFE ETF ETF 464287465 5,543,471 59,371 SH SOLE 0 0 59,371
iShares Core MSCI EAFE ETF ETF 46432F842 3,984,998 45,642 SH SOLE 0 0 45,642
Amazon.Com Inc Common Stock 023135106 3,847,086 17,521 SH SOLE 0 0 17,521
Alphabet Inc Cap STK Common Stock 02079K107 3,719,046 15,287 SH SOLE 0 0 15,287
Vanguard S&P 500 ETF ETF 922908363 3,536,665 5,759 SH SOLE 0 0 5,759
Meta Platforms Inc Common Stock 30303M102 2,456,501 3,345 SH SOLE 0 0 3,345
Tesla Motors Common Stock 88160R101 2,317,436 5,211 SH SOLE 0 0 5,211
Broadcom Inc Com Common Stock 11135F101 2,204,929 6,683 SH SOLE 0 0 6,683
JPMorgan Chase Common Stock 46625H100 1,989,996 6,309 SH SOLE 0 0 6,309
Berkshire Hathaway Common Stock 084670702 1,721,382 3,424 SH SOLE 0 0 3,424
Markel Group Inc Com Common Stock 570535104 1,341,775 702 SH SOLE 0 0 702
Capital Group Municipal Inc ETF ETF 14020Y201 1,336,419 48,971 SH SOLE 0 0 48,971
Visa Inc Common Stock 92826C839 1,326,331 3,885 SH SOLE 0 0 3,885
Palantir Common Stock 69608A108 1,266,724 6,944 SH SOLE 0 0 6,944
Vanguard Real Estate ETF ETF 922908553 1,241,853 13,584 SH SOLE 0 0 13,584
Genasys Inc Common Stock 36872P103 1,177,695 480,692 SH SOLE 0 0 480,692
Schwab US Large Cap Growth ETF ETF 808524300 1,086,413 34,046 SH SOLE 0 0 34,046
Netflix Inc Common Stock 64110L106 1,074,232 896 SH SOLE 0 0 896
iShares Russell 1000 ETF ETF 464287622 1,047,831 2,867 SH SOLE 0 0 2,867
Procter & Gamble Common Stock 742718109 1,008,591 6,564 SH SOLE 0 0 6,564
Wal-Mart Common Stock 931142103 951,801 9,235 SH SOLE 0 0 9,235
Pepsico Inc Common Stock 713448108 897,401 6,390 SH SOLE 0 0 6,390
ExxonMobil Common Stock 30231G102 868,142 7,700 SH SOLE 0 0 7,700
Johnson & Johnson Common Stock 478160104 738,264 3,982 SH SOLE 0 0 3,982
General Electric Co Common Stock 369604301 727,173 2,414 SH SOLE 0 0 2,414
Lakeland Financial Common Stock 511656100 724,502 11,285 SH SOLE 0 0 11,285
Roblox Corp CL A Common Stock 771049103 719,888 5,197 SH SOLE 0 0 5,197
Mesoblast LTD F Sponsored ADR Common Stock 590717401 676,862 42,015 SH SOLE 0 0 42,015
Siriuspoint LTD Com Common Stock G8192H106 672,369 37,168 SH SOLE 0 0 37,168
Costco Wholesale Common Stock 22160K105 650,333 703 SH SOLE 0 0 703
Caterpillar Common Stock 149123101 640,256 1,342 SH SOLE 0 0 1,342
Goldman Sachs Group Common Stock 38141G104 623,158 783 SH SOLE 0 0 783
Home Depot Common Stock 437076102 620,479 1,531 SH SOLE 0 0 1,531
Oracle Corp Common Stock 68389X105 609,331 2,167 SH SOLE 0 0 2,167
Micron Technology Common Stock 595112103 591,940 3,538 SH SOLE 0 0 3,538
Medtronic PLC Common Stock G5960L103 590,011 6,149 SH SOLE 0 0 6,149
First Trust Managed Municipal ETF ETF 33739N108 577,846 11,397 SH SOLE 0 0 11,397
Merck &co. Inc Com Common Stock 58933Y105 571,445 6,750 SH SOLE 0 0 6,750
Bank America Corp Common Stock 060505104 518,765 10,056 SH SOLE 0 0 10,056
Vertiv Holdings Co Common Stock 92537N108 512,622 3,398 SH SOLE 0 0 3,398
Boeing Co Common Stock 097023105 511,964 2,372 SH SOLE 0 0 2,372
Abbott Laboratories Common Stock 002824100 506,845 3,784 SH SOLE 0 0 3,784
Schwab Charles Corp Common Stock 808513105 505,283 5,293 SH SOLE 0 0 5,293
Citigroup Inc Common Stock 172967424 504,553 4,971 SH SOLE 0 0 4,971
Intel Common Stock 458140100 491,124 14,639 SH SOLE 0 0 14,639
iShares Core MSCI Emerging Markets ETF ETF 46434G103 481,232 7,300 SH SOLE 0 0 7,300
Fifth Third Bancorp Common Stock 316773100 478,121 10,618 SH SOLE 0 0 10,618
PNC Financial Common Stock 693475105 472,801 2,353 SH SOLE 0 0 2,353
Arista Networks Inc Common Stock 040413205 467,438 3,208 SH SOLE 0 0 3,208
Abbvie Inc Com Common Stock 00287Y109 464,016 2,004 SH SOLE 0 0 2,004
UnitedHealth Group Common Stock 91324P102 462,583 1,340 SH SOLE 0 0 1,340
General MTRS Co Com Common Stock 37045V100 460,506 7,553 SH SOLE 0 0 7,553
Servicenow Inc Com Common Stock 81762P102 456,459 496 SH SOLE 0 0 496
Mastercard Common Stock 57636Q104 450,076 791 SH SOLE 0 0 791
Booking Holdings Inc Common Stock 09857L108 448,139 83 SH SOLE 0 0 83
Coinbase Global Inc Common Stock 19260Q107 446,499 1,323 SH SOLE 0 0 1,323
Cisco Systems Common Stock 17275R102 420,912 6,152 SH SOLE 0 0 6,152
Doordash Inc CL A Common Stock 25809K105 418,049 1,537 SH SOLE 0 0 1,537
Snowflake Inc CL A Common Stock 833445109 414,786 1,839 SH SOLE 0 0 1,839
Adobe Inc Com Common Stock 00724F101 413,776 1,173 SH SOLE 0 0 1,173
Williams Cos Inc Com Common Stock 969457100 412,282 6,508 SH SOLE 0 0 6,508
TJX Companies Inc Common Stock 872540109 409,424 2,833 SH SOLE 0 0 2,833
Morgan Stanley Com Common Stock 617446448 398,814 2,509 SH SOLE 0 0 2,509
Salesforce Common Stock 79466L302 387,174 1,631 SH SOLE 0 0 1,631
Chevron Corp. Common Stock 166764100 386,662 2,490 SH SOLE 0 0 2,490
Schwab US Large Cap Value ETF ETF 808524409 380,584 13,074 SH SOLE 0 0 13,074
Cheniere Energy Inc Common Stock 16411R208 376,942 1,604 SH SOLE 0 0 1,604
Accenture PLC Common Stock G1151C101 365,388 1,482 SH SOLE 0 0 1,482
Comfort Systems USA Common Stock 199908104 363,079 440 SH SOLE 0 0 440
Uber Technologies Common Stock 90353T100 361,019 3,685 SH SOLE 0 0 3,685
Cme Group Inc Com Common Stock 12572Q105 359,623 1,331 SH SOLE 0 0 1,331
RTX Corporation Com Common Stock 75513E101 356,148 2,128 SH SOLE 0 0 2,128
Amphenol Corp Class Common Stock 032095101 350,677 2,830 SH SOLE 0 0 2,830
Verisign Inc Common Stock 92343E102 339,407 1,214 SH SOLE 0 0 1,214
Taiwan Semiconductor Common Stock 874039100 324,930 1,160 SH SOLE 0 0 1,160
Robinhood MKTS Inc Common Stock 770700102 323,014 2,256 SH SOLE 0 0 2,256
Veeva Systems Inc Common Stock 922475108 319,955 1,074 SH SOLE 0 0 1,074
Capital One Common Stock 14040H105 319,720 1,504 SH SOLE 0 0 1,504
iShares Silver Trust ETF 46428Q109 317,817 7,501 SH SOLE 0 0 7,501
Expedia Group Inc Common Stock 30212P303 316,991 1,483 SH SOLE 0 0 1,483
Fedex Corp Com Common Stock 31428X106 314,962 1,331 SH SOLE 0 0 1,331
iShares Core U.S. REIT ETF ETF 464288521 309,919 5,278 SH SOLE 0 0 5,278
Chubb Limited Com Common Stock H1467J104 302,678 1,069 SH SOLE 0 0 1,069
Nextera Energy Inc Common Stock 65339F101 298,565 3,955 SH SOLE 0 0 3,955
PIMCO Enhanced Short Maturity Active ETF ETF 72201R833 298,094 2,961 SH SOLE 0 0 2,961
Wells Fargo Co New Common Stock 949746101 296,852 3,542 SH SOLE 0 0 3,542
GE Vernova LLC Wi When Common Stock 36828A101 294,548 479 SH SOLE 0 0 479
Incyte Corp Common Stock 45337C102 294,460 3,472 SH SOLE 0 0 3,472
3M Common Stock 88579Y101 292,980 1,888 SH SOLE 0 0 1,888
Vanguard Total World Stock ETF ETF 922042742 290,766 2,110 SH SOLE 0 0 2,110
AT&T Common Stock 00206R102 286,706 10,152 SH SOLE 0 0 10,152
Danaher Corporation Common Stock 235851102 284,756 1,434 SH SOLE 0 0 1,434
Iqvia HLDGS Inc Com Common Stock 46266C105 281,111 1,480 SH SOLE 0 0 1,480
Linde PLC Com Common Stock G54950103 280,750 591 SH SOLE 0 0 591
Analog Devices Inc Common Stock 032654105 279,504 1,138 SH SOLE 0 0 1,138
Lam Research Corp Common Stock 512807306 277,439 2,068 SH SOLE 0 0 2,068
Lowes Companies Inc Common Stock 548661107 269,959 1,074 SH SOLE 0 0 1,074
Advanced Micro Common Stock 007903107 266,954 1,650 SH SOLE 0 0 1,650
Invesco QQQ ETF ETF 46090E103 264,468 440 SH SOLE 0 0 440
iShares Core S&P Mid-Cap ETF ETF 464287507 263,491 4,038 SH SOLE 0 0 4,038
American Express Co Common Stock 025816109 262,976 792 SH SOLE 0 0 792
Delta Air Lines Inc Common Stock 247361702 259,177 4,567 SH SOLE 0 0 4,567
iShares Core MSCI Total International Stock ETF ETF 46432F834 256,989 3,112 SH SOLE 0 0 3,112
Illumina Inc Com Common Stock 452327109 254,425 2,679 SH SOLE 0 0 2,679
The Technology Select Sector SPDR Fund ETF 81369Y803 253,674 900 SH SOLE 0 0 900
BlackRock Inc New Common Stock 09290D101 252,994 217 SH SOLE 0 0 217
Gilead Sciences Inc Common Stock 375558103 252,831 2,278 SH SOLE 0 0 2,278
Freeport-Mcmoran Inc Common Stock 35671D857 251,181 6,404 SH SOLE 0 0 6,404
Nasdaq Inc Common Stock 631103108 250,048 2,827 SH SOLE 0 0 2,827
Philip Morris Common Stock 718172109 249,839 1,540 SH SOLE 0 0 1,540
Pfizer Common Stock 717081103 247,797 9,725 SH SOLE 0 0 9,725
SPDR S&P 600 Small Cap Value ETF ETF 78464A300 247,334 2,790 SH SOLE 0 0 2,790
Alnylam Common Stock 02043Q107 246,696 541 SH SOLE 0 0 541
Schwab US Dividend ETF ETF 808524797 244,881 8,970 SH SOLE 0 0 8,970
Tapestry Inc Com Common Stock 876030107 241,498 2,133 SH SOLE 0 0 2,133
iShares Bitcoin ETF ETF 46438F101 239,330 3,682 SH SOLE 0 0 3,682
Vanguard Emerging Markets Stock Index Fund ETF ETF 922042858 237,961 4,392 SH SOLE 0 0 4,392
LYFT Inc CL A Com Common Stock 55087P104 237,884 10,808 SH SOLE 0 0 10,808
Zscaler Inc Com Common Stock 98980G102 236,731 790 SH SOLE 0 0 790
Walt Disney Common Stock 254687106 234,992 2,052 SH SOLE 0 0 2,052
Applovin Corp Com CL Common Stock 03831W108 233,526 325 SH SOLE 0 0 325
Western Digital Common Stock 958102105 233,397 1,944 SH SOLE 0 0 1,944
Select Sector SPDR (TR Financial) ETF 81369Y605 230,833 4,285 SH SOLE 0 0 4,285
Draftkings Inc New Common Stock 26142V105 228,701 6,115 SH SOLE 0 0 6,115
Coca-Cola Common Stock 191216100 227,889 3,403 SH SOLE 0 0 3,403
Toll Brothers Inc Common Stock 889478103 227,391 1,646 SH SOLE 0 0 1,646
Mckesson Corp Common Stock 58155Q103 225,866 292 SH SOLE 0 0 292
Molina Healthcare Common Stock 60855R100 224,465 1,173 SH SOLE 0 0 1,173
Howmet Aerospace Inc Common Stock 443201108 223,506 1,139 SH SOLE 0 0 1,139
Medpace HLDGS Inc Common Stock 58506Q109 221,603 431 SH SOLE 0 0 431
Ametek Inc Com Common Stock 031100100 219,966 1,170 SH SOLE 0 0 1,170
Airbnb Inc Com CL A Common Stock 009066101 219,649 1,809 SH SOLE 0 0 1,809
Qualcomm Inc Common Stock 747525103 219,328 1,318 SH SOLE 0 0 1,318
PG&E Corp Com NPV Common Stock 69331C108 218,359 14,457 SH SOLE 0 0 14,457
McDonalds Common Stock 580135101 217,270 715 SH SOLE 0 0 715
Progressive Corp Com Common Stock 743315103 213,864 866 SH SOLE 0 0 866
Vanguard Short-Term Inflation-Protected Securities ETF ETF 922020805 213,405 4,215 SH SOLE 0 0 4,215
iShares MSCI EAFE Small-Cap ETF ETF 464288273 212,668 2,772 SH SOLE 0 0 2,772
Intuit Inc Common Stock 461202103 209,653 307 SH SOLE 0 0 307
Cloudflare Inc CL A Common Stock 18915M107 208,581 972 SH SOLE 0 0 972
Manhattan Associates Common Stock 562750109 206,005 1,005 SH SOLE 0 0 1,005
Johnson Controls Common Stock G51502105 200,841 1,820 SH SOLE 0 0 1,820
Crowdstrike HLDGS Common Stock 22788C105 200,565 409 SH SOLE 0 0 409
Garmin LTD Com Common Stock H2906T109 200,423 814 SH SOLE 0 0 814
Inotiv Inc Common Stock 45783Q100 103,980 71,710 SH SOLE 0 0 71,710
Larimar Therapeutics Common Stock 517125100 94,445 29,240 SH SOLE 0 0 29,240
WM Technology Inc Class A Common Stock 92971A109 23,200 20,000 SH SOLE 0 0 20,000