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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   218,573 1,599 SH   SOLE   0 0 1,599
ABBOTT LABS COM 002824100   255,121 2,238 SH   SOLE   0 0 2,238
ABBVIE INC COM 00287Y109   814,742 4,126 SH   SOLE   0 0 4,126
ADVANCED MICRO DEVICES INC COM 007903107   301,907 1,840 SH   SOLE   0 0 1,840
ALPHABET INC CAP STK CL A 02079K305   3,632,582 21,903 SH   SOLE   0 0 21,903
ALPHABET INC CAP STK CL C 02079K107   272,581 1,630 SH   SOLE   0 0 1,630
ALTRIA GROUP INC COM 02209S103   1,115,581 21,857 SH   SOLE   0 0 21,857
AMAZON COM INC COM 023135106   3,141,374 16,859 SH   SOLE   0 0 16,859
AMERICAN ELEC PWR CO INC COM 025537101   393,224 3,833 SH   SOLE   0 0 3,833
AMGEN INC COM 031162100   399,580 1,240 SH   SOLE   0 0 1,240
APPLE INC COM 037833100   9,730,839 41,763 SH   SOLE   0 0 41,763
APPLIED MATLS INC COM 038222105   213,567 1,057 SH   SOLE   0 0 1,057
AT&T INC COM 00206R102   738,653 33,575 SH   SOLE   0 0 33,575
BANK AMERICA CORP COM 060505104   201,429 5,076 SH   SOLE   0 0 5,076
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,723,575 8,090 SH   SOLE   0 0 8,090
BLACKSTONE INC COM 09260D107   340,425 2,223 SH   SOLE   0 0 2,223
BROADCOM INC COM 11135F101   247,365 1,434 SH   SOLE   0 0 1,434
CALAMOS CONV OPPORTUNITIES & SH BEN INT 128117108   415,098 35,661 SH   SOLE   0 0 35,661
CATERPILLAR INC COM 149123101   1,205,006 3,081 SH   SOLE   0 0 3,081
CHEVRON CORP NEW COM 166764100   852,574 5,789 SH   SOLE   0 0 5,789
CISCO SYS INC COM 17275R102   209,984 3,946 SH   SOLE   0 0 3,946
CITIGROUP INC COM NEW 172967424   270,765 4,325 SH   SOLE   0 0 4,325
COCA COLA CO COM 191216100   760,911 10,589 SH   SOLE   0 0 10,589
CONOCOPHILLIPS COM 20825C104   217,570 2,067 SH   SOLE   0 0 2,067
COSTCO WHSL CORP NEW COM 22160K105   485,813 548 SH   SOLE   0 0 548
CROWN CASTLE INC COM 22822V101   496,616 4,186 SH   SOLE   0 0 4,186
DUKE ENERGY CORP NEW COM NEW 26441C204   591,137 5,127 SH   SOLE   0 0 5,127
ELI LILLY & CO COM 532457108   1,538,448 1,737 SH   SOLE   0 0 1,737
ENBRIDGE INC COM 29250N105   307,580 7,574 SH   SOLE   0 0 7,574
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   399,433 24,887 SH   SOLE   0 0 24,887
EXXON MOBIL CORP COM 30231G102   2,252,113 19,213 SH   SOLE   0 0 19,213
FEDEX CORP COM 31428X106   208,026 760 SH   SOLE   0 0 760
FIDELITY NATL INFORMATION SV COM 31620M106   389,689 4,653 SH   SOLE   0 0 4,653
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309   320,633 6,987 SH   SOLE   0 0 6,987
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408   1,636,226 27,330 SH   SOLE   0 0 27,330
FLEXSHARES TR QUALT DIVD IDX 33939L860   1,674,070 23,345 SH   SOLE   0 0 23,345
FORD MTR CO COM 345370860   107,228 10,154 SH   SOLE   0 0 10,154
GENERAL DYNAMICS CORP COM 369550108   535,801 1,773 SH   SOLE   0 0 1,773
IDEXX LABS INC COM 45168D104   311,721 617 SH   SOLE   0 0 617
INGERSOLL RAND INC COM 45687V106   239,925 2,444 SH   SOLE   0 0 2,444
INSULET CORP COM 45784P101   253,698 1,090 SH   SOLE   0 0 1,090
INTEL CORP COM 458140100   200,826 8,560 SH   SOLE   0 0 8,560
INTERNATIONAL BUSINESS MACHS COM 459200101   399,224 1,806 SH   SOLE   0 0 1,806
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   714,216 9,957 SH   SOLE   0 0 9,957
INVESCO QQQ TR UNIT SER 1 46090E103   5,966,145 12,224 SH   SOLE   0 0 12,224
ISHARES TR DOW JONES US ETF 464287846   256,985 1,841 SH   SOLE   0 0 1,841
ISHARES TR CORE S&P MCP ETF 464287507   362,782 5,821 SH   SOLE   0 0 5,821
ISHARES TR CORE MSCI TOTAL 46432F834   743,368 10,235 SH   SOLE   0 0 10,235
ISHARES TR CORE US AGGBD ET 464287226   296,822 2,931 SH   SOLE   0 0 2,931
ISHARES TR US HLTHCARE ETF 464287762   616,288 9,481 SH   SOLE   0 0 9,481
ISHARES TR CORE HIGH DV ETF 46429B663   609,860 5,185 SH   SOLE   0 0 5,185
ISHARES TR US CONSM STAPLES 464287812   262,759 3,723 SH   SOLE   0 0 3,723
ISHARES TR 0-5YR INVT GR CP 46434V100   207,432 4,113 SH   SOLE   0 0 4,113
ISHARES TR S&P 500 VAL ETF 464287408   394,340 2,000 SH   SOLE   0 0 2,000
ISHARES TR CORE S&P SCP ETF 464287804   481,144 4,114 SH   SOLE   0 0 4,114
ISHARES TR CORE S&P500 ETF 464287200   18,067,803 31,323 SH   SOLE   0 0 31,323
ISHARES TR NATIONAL MUN ETF 464288414   277,876 2,558 SH   SOLE   0 0 2,558
ISHARES TR MICRO-CAP ETF 464288869   225,799 1,831 SH   SOLE   0 0 1,831
ISHARES TR 1 3 YR TREAS BD 464287457   223,341 2,686 SH   SOLE   0 0 2,686
ISHARES TR U.S. MED DVC ETF 464288810   2,538,561 42,867 SH   SOLE   0 0 42,867
ISHARES TR U.S. TECH ETF 464287721   258,067 1,702 SH   SOLE   0 0 1,702
ISHARES TR TIPS BD ETF 464287176   4,565,428 41,327 SH   SOLE   0 0 41,327
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   2,648,171 52,191 SH   SOLE   0 0 52,191
JOHNSON & JOHNSON COM 478160104   3,412,584 21,058 SH   SOLE   0 0 21,058
JPMORGAN CHASE & CO. COM 46625H100   1,925,253 9,130 SH   SOLE   0 0 9,130
LOCKHEED MARTIN CORP COM 539830109   1,702,863 2,913 SH   SOLE   0 0 2,913
LOWES COS INC COM 548661107   215,867 797 SH   SOLE   0 0 797
MCDONALDS CORP COM 580135101   689,603 2,265 SH   SOLE   0 0 2,265
MERCK & CO INC COM 58933Y105   266,735 2,349 SH   SOLE   0 0 2,349
META PLATFORMS INC CL A 30303M102   617,349 1,078 SH   SOLE   0 0 1,078
MICROSOFT CORP COM 594918104   6,900,023 16,035 SH   SOLE   0 0 16,035
NVIDIA CORPORATION COM 67066G104   1,384,176 11,398 SH   SOLE   0 0 11,398
ONEOK INC NEW COM 682680103   309,239 3,393 SH   SOLE   0 0 3,393
PAYCHEX INC COM 704326107   307,891 2,294 SH   SOLE   0 0 2,294
PEPSICO INC COM 713448108   376,611 2,215 SH   SOLE   0 0 2,215
PFIZER INC COM 717081103   318,108 10,992 SH   SOLE   0 0 10,992
PHILIP MORRIS INTL INC COM 718172109   512,236 4,219 SH   SOLE   0 0 4,219
PROCTER AND GAMBLE CO COM 742718109   5,020,269 28,985 SH   SOLE   0 0 28,985
QUANTA SVCS INC COM 74762E102   343,469 1,152 SH   SOLE   0 0 1,152
RTX CORPORATION COM 75513E101   310,178 2,560 SH   SOLE   0 0 2,560
SALESFORCE INC COM 79466L302   229,916 840 SH   SOLE   0 0 840
SCHWAB CHARLES CORP COM 808513105   345,891 5,337 SH   SOLE   0 0 5,337
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   681,779 8,483 SH   SOLE   0 0 8,483
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   419,725 8,150 SH   SOLE   0 0 8,150
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   1,400,284 13,441 SH   SOLE   0 0 13,441
SCHWAB STRATEGIC TR US TIPS ETF 808524870   332,082 6,192 SH   SOLE   0 0 6,192
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   240,130 2,890 SH   SOLE   0 0 2,890
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   1,708,839 25,689 SH   SOLE   0 0 25,689
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   894,234 10,579 SH   SOLE   0 0 10,579
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   415,785 6,128 SH   SOLE   0 0 6,128
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   601,833 7,251 SH   SOLE   0 0 7,251
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   328,807 1,641 SH   SOLE   0 0 1,641
SELECT SECTOR SPDR TR INDL 81369Y704   230,746 1,704 SH   SOLE   0 0 1,704
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   512,927 2,272 SH   SOLE   0 0 2,272
SOUTHERN CO COM 842587107   270,191 2,996 SH   SOLE   0 0 2,996
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   1,933,658 4,570 SH   SOLE   0 0 4,570
SPDR S&P 500 ETF TR TR UNIT 78462F103   417,312 727 SH   SOLE   0 0 727
TESLA INC COM 88160R101   239,391 915 SH   SOLE   0 0 915
THE CIGNA GROUP COM 125523100   242,162 699 SH   SOLE   0 0 699
TMC THE METALS COMPANY INC COM 87261Y106   15,727 14,837 SH   SOLE   0 0 14,837
TRANE TECHNOLOGIES PLC SHS G8994E103   527,507 1,357 SH   SOLE   0 0 1,357
UNION PAC CORP COM 907818108   234,402 951 SH   SOLE   0 0 951
UNITED PARCEL SERVICE INC CL B 911312106   391,177 2,869 SH   SOLE   0 0 2,869
UNITEDHEALTH GROUP INC COM 91324P102   439,095 751 SH   SOLE   0 0 751
VALERO ENERGY CORP COM 91913Y100   204,360 1,513 SH   SOLE   0 0 1,513
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   2,385,193 31,756 SH   SOLE   0 0 31,756
VANGUARD INDEX FDS SM CP VAL ETF 922908611   200,579 999 SH   SOLE   0 0 999
VANGUARD INDEX FDS GROWTH ETF 922908736   19,674,586 51,245 SH   SOLE   0 0 51,245
VANGUARD INDEX FDS VALUE ETF 922908744   8,293,560 47,509 SH   SOLE   0 0 47,509
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   200,490 2,058 SH   SOLE   0 0 2,058
VANGUARD INDEX FDS MID CAP ETF 922908629   9,493,797 35,985 SH   SOLE   0 0 35,985
VANGUARD INDEX FDS SMALL CP ETF 922908751   9,891,171 41,698 SH   SOLE   0 0 41,698
VANGUARD INDEX FDS TOTAL STK MKT 922908769   5,055,515 17,854 SH   SOLE   0 0 17,854
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   824,223 6,886 SH   SOLE   0 0 6,886
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   228,813 3,632 SH   SOLE   0 0 3,632
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   504,195 6,207 SH   SOLE   0 0 6,207
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   4,834,851 60,877 SH   SOLE   0 0 60,877
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   416,898 6,900 SH   SOLE   0 0 6,900
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   2,518,128 30,067 SH   SOLE   0 0 30,067
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   28,038,029 141,563 SH   SOLE   0 0 141,563
VANGUARD STAR FDS VG TL INTL STK F 921909768   227,459 3,513 SH   SOLE   0 0 3,513
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   811,195 6,328 SH   SOLE   0 0 6,328
VANGUARD WORLD FD UTILITIES ETF 92204A876   1,269,514 7,294 SH   SOLE   0 0 7,294
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   6,441,579 22,826 SH   SOLE   0 0 22,826
VANGUARD WORLD FD INF TECH ETF 92204A702   2,578,104 4,396 SH   SOLE   0 0 4,396
VANGUARD WORLD FD MEGA CAP INDEX 921910873   8,339,208 40,356 SH   SOLE   0 0 40,356
VANGUARD WORLD FD CONSUM DIS ETF 92204A108   948,918 2,787 SH   SOLE   0 0 2,787
VANGUARD WORLD FD COMM SRVC ETF 92204A884   231,606 1,593 SH   SOLE   0 0 1,593
VANGUARD WORLD FD CONSUM STP ETF 92204A207   1,871,063 8,564 SH   SOLE   0 0 8,564
VANGUARD WORLD FD MEGA GRWTH IND 921910816   1,450,385 4,505 SH   SOLE   0 0 4,505
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   3,885,002 30,285 SH   SOLE   0 0 30,285
VANGUARD WORLD FD FINANCIALS ETF 92204A405   2,222,672 20,223 SH   SOLE   0 0 20,223
VANGUARD WORLD FD ENERGY ETF 92204A306   1,695,352 13,843 SH   SOLE   0 0 13,843
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603   829,883 3,191 SH   SOLE   0 0 3,191
VANGUARD WORLD FD MATERIALS ETF 92204A801   787,726 3,725 SH   SOLE   0 0 3,725
VERIZON COMMUNICATIONS INC COM 92343V104   795,534 17,714 SH   SOLE   0 0 17,714
VISA INC COM CL A 92826C839   2,251,984 8,191 SH   SOLE   0 0 8,191
WALMART INC COM 931142103   2,608,229 32,300 SH   SOLE   0 0 32,300
WASTE MGMT INC DEL COM 94106L109   238,249 1,148 SH   SOLE   0 0 1,148
WELLTOWER INC COM 95040Q104   1,399,999 10,935 SH   SOLE   0 0 10,935
WISDOMTREE TR US SMALLCAP DIVD 97717W604   234,394 6,796 SH   SOLE   0 0 6,796