ELI LILLY & CO COM 532457108 229102 198 SH SOLE 0 0 198 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 210272 2685 SH SOLE 0 0 2685 GOLDMAN SACHS GROUP INC COM 38141G104 298920 332 SH SOLE 308 0 24 MICROSOFT CORP COM 594918104 257347 502 SH SOLE 0 0 502 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 958293 32965 SH SOLE 2160 0 30805 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 652049 855 SH SOLE 0 0 855 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 249727 1609 SH SOLE 0 0 1609 ISHARES TR CORE S&P500 ETF 464287200 30971510 40441 SH SOLE 7046 0 33395 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15991254 269622 SH SOLE 70311 0 199311 VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 26638564 75710 SH SOLE 51345 0 24365 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 465085 934 SH SOLE 0 0 934 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 393198 8103 SH SOLE 0 0 8103 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 23585142 497997 SH SOLE 155999 0 341998 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 20637224 383948 SH SOLE 104187 0 279761 WISDOMTREE TR US SMALLCAP DIVD 97717W604 300888 7939 SH SOLE 1410 0 6529 DIMENSIONAL ETF TRUST CORE FIXE IN ETF 25434V872 20945585 522073 SH SOLE 157135 0 364938 WISDOMTREE TR US SMALLCAP FUND 97717W562 1183556 18327 SH SOLE 0 0 18327 VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 37825977 132961 SH SOLE 42733 0 90228 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 14125875 162740 SH SOLE 28672 0 134068 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 5847367 117346 SH SOLE 21957 0 95389 ISHARES TR ESG AWR MSCI USA 46435G425 440852 2643 SH SOLE 0 0 2643 SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 43342494 1238357 SH SOLE 339751 0 898606 JPMORGAN CHASE & CO COM 46625H100 1977688 5978 SH SOLE 781 0 5197 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 415013 2550 SH SOLE 0 0 2550 WISDOMTREE TR INTL EQUITY FD 97717W703 7107578 96512 SH SOLE 82610 0 13902 ILLINOIS TOOL WKS INC COM 452308109 395439 1537 SH SOLE 0 0 1537 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 15316827 132258 SH SOLE 22417 0 109841 NVIDIA CORPORATION COM 67066G104 302604 1325 SH SOLE 0 0 1325 FLEXSHARES TR NRTRN TR MRN GBL 33939L407 53818297 1020446 SH SOLE 351689 0 668757 SCHWAB STRATEGIC TR FUND EM EQUI ETF 808524730 15590448 372354 SH SOLE 86500 0 285854 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 9543257 106474 SH SOLE 34280 0 72194 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1839712 56381 SH SOLE 420 0 55961 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 30291381 962548 SH SOLE 175125 0 787423 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 22354581 525743 SH SOLE 142522 0 383221 WISDOMTREE TR US LARGECAP FUND 97717W588 298214 3730 SH SOLE 3730 0 0 MARATHON PETE CORP COM 56585A102 207200 524 SH SOLE 0 0 524 ISHARES TR GL CLEAN ENE ETF 464288224 1408905 82877 SH SOLE 8940 0 73937 GE VERNOVA INC COM 36828A101 872550 918 SH SOLE 899 0 19 ISHARES TR INTERNATIONAL SL 46434V266 259268 5805 SH SOLE 0 0 5805 SPDR SERIES TRUST ST STR DOW REIT 78464A607 1371514 13072 SH SOLE 6097 0 6975 ISHARES TR CRE U S REIT ETF 464288521 13101125 212750 SH SOLE 51227 0 161523 PROCTER & GAMBLE CO COM 742718109 1110811 7646 SH SOLE 7391 0 255 GE AEROSPACE COM NEW 369604301 1146729 3672 SH SOLE 3596 0 76 WISDOMTREE TR EMER MKT HIGH FD 97717W315 270687 4894 SH SOLE 4065 0 829 JOHNSON & JOHNSON COM 478160104 1450775 5480 SH SOLE 5270 0 210 WISDOMTREE TR US LARGECAP DIVD 97717W307 8876207 91319 SH SOLE 49309 0 42010 ISHARES TR RUSSELL 2000 ETF 464287655 9909882 35661 SH SOLE 24072 0 11589 PRICE T ROWE GROUP INC COM 74144T108 312150 3000 SH SOLE 3000 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 446441 8243 SH SOLE 0 0 8243 APPLIED MATLS INC COM 038222105 842243 1647 SH SOLE 0 0 1647 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 440183 8739 SH SOLE 600 0 8139 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 17033580 241235 SH SOLE 93474 0 147761 ISHARES TR NATIONAL MUN ETF 464288414 4639681 45892 SH SOLE 18413 0 27479 SMUCKER J M CO COM NEW 832696405 211422 1778 SH SOLE 1778 0 0 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 621189 1660 SH SOLE 0 0 1660 SPDR SERIES TRUST ST PORT HIGH ETF 78468R606 11019620 487810 SH SOLE 90014 0 397796 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 6563320 42276 SH SOLE 7273 0 35003 SPDR SERIES TRUST ST STR P500ETF 78464A854 267844 2984 SH SOLE 0 0 2984 ISHARES TR ESG AWARE MSCI 46435U663 264836 5093 SH SOLE 0 0 5093 ISHARES TR ESG AW MSCI EAFE 46435G516 701152 6804 SH SOLE 0 0 6804 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3343451 43762 SH SOLE 10863 0 32899 APPLE INC COM 037833100 505857 1519 SH SOLE 0 0 1519 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 41181397 836680 SH SOLE 211681 0 624999 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 364447 520 SH SOLE 0 0 520 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 509962 1613 SH SOLE 0 0 1613 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 549905 8645 SH SOLE 0 0 8645 ISHARES TR CORE S&P MCP ETF 464287507 4658534 64747 SH SOLE 64747 0 0 ISHARES TR MSCI EAFE ETF 464287465 5900027 56791 SH SOLE 37089 0 19702