| ACCENTURE PLC IRELAND | SHS CLASS A | $38 | 0.0%Prev: 0.0% | 192 SH | Decreased |
| ACUSHNET HLDGS CORP | COM | $9 | 0.0%Prev: 0.0% | 103 SH | Increased |
| ALPHABET INC | CAP STK CL A | $388 | 0.2%Prev: 0.1% | 1,352 SH | Increased+32 SH |
| ALPHABET INC | CAP STK CL C | $172 | 0.1%Prev: 0.0% | 600 SH | Increased |
| ALTRIA GROUP INC | COM | $18 | 0.0%Prev: 0.0% | 274 SH | Increased |
| AMAZON COM INC | COM | $301 | 0.1%Prev: 0.1% | 1,450 SH | Increased+407 SH |
| AMENTUM HOLDINGS INC | COM | $16 | 0.0%Prev: 0.0% | 636 SH | Increased+36 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $2 | 0.0%Prev: 0.0% | 16 SH | Decreased-64 SH |
| AMGEN INC | COM | $70 | 0.0%Prev: 0.0% | 200 SH | Increased |
| APPLE INC | COM | $1K | 0.6%Prev: 0.6% | 5,399 SH | Increased-90 SH |
| ARES CAPITAL CORP | COM | $5 | 0.0%Prev: 0.0% | 318 SH | Decreased |
| AT&T INC | COM | $14 | 0.0%Prev: 0.0% | 494 SH | Decreased-150 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $35 | 0.0%Prev: 0.0% | 176 SH | Decreased |
| BANK AMERICA CORP | COM | $6 | 0.0%Prev: 0.0% | 125 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $433 | 0.2%Prev: 0.3% | 905 SH | Decreased |
| BROADCOM INC | COM | $139 | 0.1%Prev: 0.0% | 450 SH | Increased |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $1 | 0.0%Prev: 0.0% | 80 SH | |
| CAPITAL ONE FINL CORP | COM | $51 | 0.0%Prev: 0.0% | 282 SH | Decreased-116 SH |
| CHEVRON CORP NEW | COM | $42 | 0.0%Prev: 0.0% | 205 SH | Increased+55 SH |
| CHURCH & DWIGHT CO INC | COM | $25 | 0.0%Prev: 0.0% | 278 SH | Decreased |
| CINTAS CORP | COM | $30 | 0.0%Prev: 0.0% | 180 SH | Decreased |
| CISCO SYS INC | COM | $112 | 0.0%Prev: 0.0% | 1,449 SH | Increased |
| CONSTELLATION ENERGY CORP | COM | $64 | 0.0%Prev: 0.0% | 232 SH | Increased |
| CURTISS WRIGHT CORP | COM | $238 | 0.1%Prev: 0.1% | 350 SH | Increased |
| DANAHER CORPORATION | COM | $9 | 0.0%Prev: 0.0% | 50 SH | Decreased |
| DELTA AIR LINES INC DEL | COM NEW | $50 | 0.0%Prev: 0.0% | 759 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $76 | 0.0%Prev: 0.0% | 1,699 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $648 | 0.3%Prev: 0.3% | 16,680 SH | Increased |
| DISNEY WALT CO | COM | $9 | 0.0%Prev: 0.0% | 100 SH | |
| DOMINION ENERGY INC | COM | $121 | 0.1%Prev: 0.1% | 1,967 SH | Increased-33 SH |
| EATON CORP PLC | SHS | $45 | 0.0%Prev: 0.0% | 126 SH | Increased |
| ELEVANCE HEALTH INC | COM | $69 | 0.0%Prev: 0.1% | 236 SH | Decreased |
| EXELON CORP | COM | $37 | 0.0%Prev: 0.0% | 760 SH | Increased |
| EXTRA SPACE STORAGE INC | COM | $6 | 0.0%Prev: 0.0% | 50 SH | Decreased |
| EXXON MOBIL CORP | COM | $838 | 0.4%Prev: 0.3% | 4,941 SH | Increased+90 SH |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | $47 | 0.0%Prev: 0.0% | 456 SH | Increased |
| FORD MTR CO | COM | $8 | 0.0%Prev: 0.0% | 700 SH | Increased |
| FORTINET INC | COM | $31 | 0.0%Prev: 0.0% | 390 SH | Decreased |
| GE AEROSPACE | COM NEW | $26 | 0.0%Prev: 0.0% | 94 SH | Increased-1 SH |
| GE VERNOVA INC | COM | $20 | 0.0%Prev: 0.0% | 23 SH | Increased |
| GENWORTH FINL INC | COM SHS | $1K | 0.6%Prev: 0.4% | 166,551 SH | Increased+70,299 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $2 | 0.0%Prev: 0.0% | 17 SH | Increased |
| HCA HEALTHCARE INC | COM | $5 | 0.0%Prev: 0.1% | 11 SH | Decreased-379 SH |
| HERSHEY CO | COM | $79 | 0.0%Prev: 0.0% | 381 SH | Increased |
| HOME DEPOT INC | COM | $85 | 0.0%Prev: 0.1% | 260 SH | Decreased-180 SH |
| HONEYWELL INTL INC | COM | $30 | 0.0%Prev: 0.0% | 136 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $24 | 0.0%Prev: 0.0% | 100 SH | Decreased-9 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $34 | 0.0% | 206 SH | New |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $2K | 0.7%Prev: 0.8% | 23,796 SH | Increased-504 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $1 | 0.0%Prev: 0.0% | 18 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $12 | 0.0% | 22 SH | New |
| ISHARES INC | CORE MSCI EMKT | $20 | 0.0%Prev: 0.0% | 300 SH | Increased |
| ISHARES TR | BROAD USD HIGH | $6 | 0.0% | 186 SH | New |
| ISHARES TR | CORE INTL AGGR | $4K | 1.7%Prev: 0.2% | 80,531 SH | Increased+74,161 SH |
| ISHARES TR | CORE MSCI EAFE | $15 | 0.0% | 169 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $38 | 0.0%Prev: 0.0% | 565 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $57 | 0.0%Prev: 0.0% | 464 SH | Increased+20 SH |
| ISHARES TR | CORE S&P500 ETF | $83 | 0.0%Prev: 0.0% | 128 SH | Increased+28 SH |
| ISHARES TR | CORE US AGGBD ET | $59 | 0.0% | 600 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $62 | 0.0%Prev: 0.0% | 650 SH | Increased |
| ISHARES TR | GLOBAL 100 ETF | $2 | 0.0%Prev: 0.0% | 19 SH | Increased |
| ISHARES TR | MSCI INTL QUALTY | $1 | 0.0% | 22 SH | New |
| ISHARES TR | RUS 1000 ETF | $32 | 0.0% | 90 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $15 | 0.0%Prev: 0.0% | 71 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $22 | 0.0% | 233 SH | New |
| ISHARES TR | U.S. FINLS ETF | $37 | 0.0% | 319 SH | New |
| ISHARES TR | U.S. TECH ETF | $22 | 0.0% | 124 SH | New |
| JACOBS SOLUTIONS INC | COM | $76 | 0.0%Prev: 0.0% | 600 SH | Increased |
| JOHNSON & JOHNSON | COM | $98 | 0.0%Prev: 0.0% | 403 SH | Increased-48 SH |
| JPMORGAN CHASE & CO. | COM | $191 | 0.1%Prev: 0.1% | 651 SH | Increased |
| KIMBERLY-CLARK CORP | COM | $151 | 0.1%Prev: 0.1% | 1,567 SH | Decreased-39 SH |
| KINSALE CAP GROUP INC | COM | $67 | 0.0%Prev: 0.1% | 199 SH | Decreased |
| LINDE PLC | SHS | $34 | 0.0% | 69 SH | New |
| LISTED FDS TR | ROUNDHILL BALL | $9 | 0.0% | 600 SH | New |
| LOCKHEED MARTIN CORP | COM | $79 | 0.0%Prev: 0.0% | 132 SH | Increased |
| LOWES COS INC | COM | $122 | 0.1%Prev: 0.1% | 518 SH | Increased+105 SH |
| MARKEL GROUP INC | COM | $149 | 0.1%Prev: 0.1% | 78 SH | Increased+3 SH |
| MASTERCARD INCORPORATED | CL A | $98 | 0.0%Prev: 0.1% | 197 SH | Decreased-8 SH |
| MICROSOFT CORP | COM | $120 | 0.1%Prev: 0.1% | 326 SH | Decreased-64 SH |
| NISOURCE INC | COM | $276 | 0.1%Prev: 0.1% | 5,932 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $3K | 1.1%Prev: 0.9% | 70,995 SH | Increased+10,290 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $8K | 3.2%Prev: 3.1% | 208,516 SH | Increased+26,465 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $4K | 1.6%Prev: 1.3% | 42,337 SH | Increased+10,397 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $3K | 1.4%Prev: 1.3% | 75,616 SH | Increased+14,304 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $911 | 0.4%Prev: 0.3% | 20,220 SH | Increased+4,364 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $3K | 1.2%Prev: 1.4% | 127,184 SH | Increased+11,148 SH |
| NUTRIEN LTD | COM | $65 | 0.0%Prev: 0.0% | 867 SH | Increased |
| OLD REP INTL CORP | COM | $306 | 0.1%Prev: 0.2% | 7,682 SH | Decreased-191 SH |
| ORACLE CORP | COM | $55 | 0.0%Prev: 0.0% | 380 SH | Increased |
| PAYCHEX INC | COM | $25 | 0.0%Prev: 0.0% | 275 SH | Decreased |
| PEPSICO INC | COM | $81 | 0.0%Prev: 0.0% | 526 SH | Increased |
| PHILLIPS 66 | COM | $67 | 0.0%Prev: 0.0% | 373 SH | Increased-27 SH |
| PPL CORP | COM | $46 | 0.0%Prev: 0.0% | 1,223 SH | Increased |
| PRICE T ROWE GROUP INC | COM | $65 | 0.0%Prev: 0.0% | 728 SH | Decreased |
| RIVIAN AUTOMOTIVE INC | COM CL A | $15 | 0.0%Prev: 0.0% | 1,006 SH | Increased |
| SALESFORCE INC | COM | $9 | 0.0%Prev: 0.0% | 50 SH | Decreased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $161 | 0.1%Prev: 0.1% | 4,908 SH | Increased-49 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $267 | 0.1%Prev: 0.1% | 10,794 SH | Increased-542 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $177 | 0.1%Prev: 0.1% | 7,636 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $16 | 0.0%Prev: 0.0% | 657 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $337 | 0.1%Prev: 0.0% | 11,589 SH | Increased+8,557 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1K | 0.6%Prev: 0.6% | 55,773 SH | Increased-99 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $129 | 0.1%Prev: 0.1% | 4,191 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $60 | 0.0%Prev: 0.0% | 2,096 SH | Increased-60 SH |
| SEI INVTS CO | COM | $68 | 0.0%Prev: 0.0% | 873 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $116 | 0.0%Prev: 0.1% | 179 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $33 | 0.0%Prev: 0.0% | 54 SH | Increased |
| STARBUCKS CORP | COM | $34 | 0.0%Prev: 0.0% | 383 SH | Decreased |
| STRYKER CORPORATION | COM | $98 | 0.0%Prev: 0.1% | 300 SH | Decreased |
| SYNCHRONY FINANCIAL | COM | $5 | 0.0%Prev: 0.0% | 74 SH | Increased |
| TCW ETF TRUST | HIGH YIELD BOND | $66 | 0.0% | 2,245 SH | New |
| TELEDYNE TECHNOLOGIES INC | COM | $151 | 0.1%Prev: 0.1% | 250 SH | Increased |
| TESLA INC | COM | $10 | 0.0%Prev: 0.0% | 27 SH | Decreased-224 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $78 | 0.0%Prev: 0.0% | 160 SH | Decreased |
| UNION PAC CORP | COM | $495 | 0.2%Prev: 0.3% | 2,042 SH | Decreased-139 SH |
| UNITED PARCEL SERVICE INC | CL B | $7 | 0.0%Prev: 0.0% | 79 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $20 | 0.0%Prev: 0.0% | 75 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $8K | 3.6%Prev: 3.3% | 109,929 SH | Increased+26,031 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $9K | 3.8%Prev: 4.4% | 131,992 SH | Increased+12,324 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $20K | 8.4%Prev: 8.3% | 252,921 SH | Increased+50,103 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1K | 0.6%Prev: 0.0% | 18,746 SH | Increased+18,726 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $125 | 0.1% | 2,515 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $22K | 9.1%Prev: 11.0% | 451,230 SH | Increased+19,070 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $102 | 0.0%Prev: 0.0% | 498 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $31K | 13.2%Prev: 13.5% | 71,719 SH | Increased-2,378 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $546 | 0.2%Prev: 0.2% | 1,828 SH | Increased+16 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $614 | 0.3%Prev: 0.3% | 2,389 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $380 | 0.2%Prev: 0.2% | 1,326 SH | Increased-89 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1 | 0.0%Prev: 0.0% | 20 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1K | 0.6%Prev: 0.7% | 2,495 SH | Increased-42 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $9K | 3.6%Prev: 3.4% | 32,481 SH | Increased+2,396 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $195 | 0.1%Prev: 0.1% | 40,329 SH | Increased+6,545 SH |
| VANGUARD INDEX FDS | VALUE ETF | $26K | 10.8%Prev: 11.6% | 130,751 SH | Increased-1,773 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $16 | 0.0% | 220 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $123 | 0.1%Prev: 0.1% | 1,649 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $14K | 6.1%Prev: 5.9% | 266,969 SH | Increased+16,062 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $286 | 0.1%Prev: 0.1% | 2,074 SH | Increased+2 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $976 | 0.4%Prev: 0.4% | 19,577 SH | Increased+3,820 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $11K | 4.6%Prev: 4.8% | 232,230 SH | Increased+34,142 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $353 | 0.1%Prev: 0.2% | 4,454 SH | Increased |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $75 | 0.0%Prev: 0.2% | 1,100 SH | Decreased-4,443 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $657 | 0.3%Prev: 0.3% | 8,524 SH | Increased-319 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $38K | 16.2%Prev: 15.1% | 598,049 SH | Increased+29,458 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $232 | 0.1%Prev: 0.1% | 1,569 SH | Decreased-260 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $22 | 0.0%Prev: 0.0% | 199 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $7 | 0.0%Prev: 0.0% | 157 SH | |
| VISA INC | COM CL A | $115 | 0.0%Prev: 0.1% | 381 SH | Decreased |
| WALMART INC | COM | $465 | 0.2%Prev: 0.2% | 3,742 SH | Increased+286 SH |
| WELLS FARGO CO NEW | COM | $345 | 0.1%Prev: 0.2% | 4,334 SH | Increased-108 SH |
| WILLIAMS SONOMA INC | COM | $24 | 0.0%Prev: 0.0% | 132 SH | Increased |