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
Estimated average burden
hours per response: 23.8

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
ABBOTT LABS COM 002824100   248,947 2,201 SH   SOLE   0 0 2,201
ABBVIE INC COM 00287Y109   733,873 4,130 SH   SOLE   0 0 4,130
ALPHABET INC CAP STK CL C 02079K107   310,566 1,631 SH   SOLE   0 0 1,631
ALPHABET INC CAP STK CL A 02079K305   4,303,733 22,735 SH   SOLE   0 0 22,735
ALTRIA GROUP INC COM 02209S103   1,174,667 22,464 SH   SOLE   0 0 22,464
AMAZON COM INC COM 023135106   3,777,061 17,216 SH   SOLE   0 0 17,216
AMERICAN ELEC PWR CO INC COM 025537101   354,018 3,838 SH   SOLE   0 0 3,838
AMGEN INC COM 031162100   323,817 1,242 SH   SOLE   0 0 1,242
APPLE INC COM 037833100   10,408,604 41,565 SH   SOLE   0 0 41,565
AT&T INC COM 00206R102   761,252 33,432 SH   SOLE   0 0 33,432
BANK AMERICA CORP COM 060505104   213,472 4,857 SH   SOLE   0 0 4,857
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,789,038 8,359 SH   SOLE   0 0 8,359
BLACKROCK INC COM 09290D101   397,273 388 SH   SOLE   0 0 388
BLACKSTONE INC COM 09260D107   383,374 2,223 SH   SOLE   0 0 2,223
BROADCOM INC COM 11135F101   335,936 1,449 SH   SOLE   0 0 1,449
CALAMOS CONV OPPORTUNITIES & SH BEN INT 128117108   425,796 35,661 SH   SOLE   0 0 35,661
CATERPILLAR INC COM 149123101   1,097,033 3,024 SH   SOLE   0 0 3,024
CHEVRON CORP NEW COM 166764100   804,782 5,556 SH   SOLE   0 0 5,556
CISCO SYS INC COM 17275R102   210,817 3,561 SH   SOLE   0 0 3,561
CITIGROUP INC COM NEW 172967424   304,669 4,328 SH   SOLE   0 0 4,328
COCA COLA CO COM 191216100   662,301 10,638 SH   SOLE   0 0 10,638
CONOCOPHILLIPS COM 20825C104   215,290 2,171 SH   SOLE   0 0 2,171
COSTCO WHSL CORP NEW COM 22160K105   481,042 525 SH   SOLE   0 0 525
CROWN CASTLE INC COM 22822V101   374,822 4,130 SH   SOLE   0 0 4,130
DUKE ENERGY CORP NEW COM NEW 26441C204   553,391 5,136 SH   SOLE   0 0 5,136
ELI LILLY & CO COM 532457108   1,308,576 1,695 SH   SOLE   0 0 1,695
ENBRIDGE INC COM 29250N105   329,851 7,774 SH   SOLE   0 0 7,774
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   697,688 35,615 SH   SOLE   0 0 35,615
EXXON MOBIL CORP COM 30231G102   2,294,790 21,333 SH   SOLE   0 0 21,333
FEDEX CORP COM 31428X106   213,841 760 SH   SOLE   0 0 760
FIDELITY NATL INFORMATION SV COM 31620M106   375,823 4,653 SH   SOLE   0 0 4,653
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309   362,198 7,833 SH   SOLE   0 0 7,833
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408   1,567,939 26,233 SH   SOLE   0 0 26,233
FLEXSHARES TR QUALT DIVD IDX 33939L860   1,658,118 23,503 SH   SOLE   0 0 23,503
FORD MTR CO COM 345370860   105,695 10,676 SH   SOLE   0 0 10,676
GENERAL DYNAMICS CORP COM 369550108   413,152 1,568 SH   SOLE   0 0 1,568
HOME DEPOT INC COM 437076102   227,948 586 SH   SOLE   0 0 586
IDEXX LABS INC COM 45168D104   255,092 617 SH   SOLE   0 0 617
INGERSOLL RAND INC COM 45687V106   221,106 2,444 SH   SOLE   0 0 2,444
INSULET CORP COM 45784P101   284,566 1,090 SH   SOLE   0 0 1,090
INTERNATIONAL BUSINESS MACHS COM 459200101   465,840 2,119 SH   SOLE   0 0 2,119
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   696,920 9,956 SH   SOLE   0 0 9,956
INVESCO QQQ TR UNIT SER 1 46090E103   6,295,233 12,314 SH   SOLE   0 0 12,314
ISHARES TR TIPS BD ETF 464287176   4,547,036 42,675 SH   SOLE   0 0 42,675
ISHARES TR CORE S&P500 ETF 464287200   18,380,404 31,223 SH   SOLE   0 0 31,223
ISHARES TR CORE US AGGBD ET 464287226   284,014 2,931 SH   SOLE   0 0 2,931
ISHARES TR MICRO-CAP ETF 464288869   243,419 1,867 SH   SOLE   0 0 1,867
ISHARES TR S&P 500 VAL ETF 464287408   388,250 2,034 SH   SOLE   0 0 2,034
ISHARES TR US CONSM STAPLES 464287812   244,627 3,730 SH   SOLE   0 0 3,730
ISHARES TR NATIONAL MUN ETF 464288414   278,628 2,615 SH   SOLE   0 0 2,615
ISHARES TR US HLTHCARE ETF 464287762   552,657 9,484 SH   SOLE   0 0 9,484
ISHARES TR U.S. TECH ETF 464287721   276,355 1,732 SH   SOLE   0 0 1,732
ISHARES TR U.S. MED DVC ETF 464288810   2,859,779 49,011 SH   SOLE   0 0 49,011
ISHARES TR CORE MSCI TOTAL 46432F834   841,962 12,730 SH   SOLE   0 0 12,730
ISHARES TR CORE HIGH DV ETF 46429B663   564,892 5,032 SH   SOLE   0 0 5,032
ISHARES TR CORE S&P MCP ETF 464287507   362,897 5,824 SH   SOLE   0 0 5,824
ISHARES TR DOW JONES US ETF 464287846   263,429 1,841 SH   SOLE   0 0 1,841
ISHARES TR 1 3 YR TREAS BD 464287457   200,933 2,451 SH   SOLE   0 0 2,451
ISHARES TR CORE S&P SCP ETF 464287804   474,387 4,117 SH   SOLE   0 0 4,117
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   3,694,136 73,340 SH   SOLE   0 0 73,340
JOHNSON & JOHNSON COM 478160104   2,760,123 19,085 SH   SOLE   0 0 19,085
JPMORGAN CHASE & CO. COM 46625H100   2,233,209 9,316 SH   SOLE   0 0 9,316
LOCKHEED MARTIN CORP COM 539830109   1,422,000 2,926 SH   SOLE   0 0 2,926
LOWES COS INC COM 548661107   231,005 936 SH   SOLE   0 0 936
MCDONALDS CORP COM 580135101   659,502 2,275 SH   SOLE   0 0 2,275
META PLATFORMS INC CL A 30303M102   654,399 1,118 SH   SOLE   0 0 1,118
MICROSOFT CORP COM 594918104   6,819,286 16,179 SH   SOLE   0 0 16,179
NVIDIA CORPORATION COM 67066G104   1,686,021 12,555 SH   SOLE   0 0 12,555
ONEOK INC NEW COM 682680103   343,287 3,419 SH   SOLE   0 0 3,419
PAYCHEX INC COM 704326107   307,828 2,195 SH   SOLE   0 0 2,195
PEPSICO INC COM 713448108   330,990 2,177 SH   SOLE   0 0 2,177
PFIZER INC COM 717081103   251,000 9,461 SH   SOLE   0 0 9,461
PHILIP MORRIS INTL INC COM 718172109   519,218 4,314 SH   SOLE   0 0 4,314
PROCTER AND GAMBLE CO COM 742718109   4,848,958 28,923 SH   SOLE   0 0 28,923
QUANTA SVCS INC COM 74762E102   364,090 1,152 SH   SOLE   0 0 1,152
RTX CORPORATION COM 75513E101   296,600 2,563 SH   SOLE   0 0 2,563
SALESFORCE INC COM 79466L302   283,178 847 SH   SOLE   0 0 847
SCHWAB CHARLES CORP COM 808513105   367,238 4,962 SH   SOLE   0 0 4,962
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   240,246 8,670 SH   SOLE   0 0 8,670
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   1,733,912 76,384 SH   SOLE   0 0 76,384
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   447,378 17,300 SH   SOLE   0 0 17,300
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   435,112 18,771 SH   SOLE   0 0 18,771
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   650,368 24,947 SH   SOLE   0 0 24,947
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   1,536,828 55,143 SH   SOLE   0 0 55,143
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   484,689 17,741 SH   SOLE   0 0 17,741
SCHWAB STRATEGIC TR US TIPS ETF 808524870   573,601 22,207 SH   SOLE   0 0 22,207
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   368,158 1,641 SH   SOLE   0 0 1,641
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   570,001 7,251 SH   SOLE   0 0 7,251
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   445,973 1,918 SH   SOLE   0 0 1,918
SOUTHERN CO COM 842587107   245,993 2,988 SH   SOLE   0 0 2,988
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   1,945,386 4,572 SH   SOLE   0 0 4,572
SPDR S&P 500 ETF TR TR UNIT 78462F103   424,610 724 SH   SOLE   0 0 724
TESLA INC COM 88160R101   369,514 915 SH   SOLE   0 0 915
TMC THE METALS COMPANY INC COM 87261Y106   26,544 23,700 SH   SOLE   0 0 23,700
TRANE TECHNOLOGIES PLC SHS G8994E103   500,469 1,355 SH   SOLE   0 0 1,355
UNITED PARCEL SERVICE INC CL B 911312106   354,909 2,815 SH   SOLE   0 0 2,815
UNITEDHEALTH GROUP INC COM 91324P102   379,901 751 SH   SOLE   0 0 751
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   2,218,567 30,852 SH   SOLE   0 0 30,852
VANGUARD INDEX FDS MID CAP ETF 922908629   9,946,325 37,657 SH   SOLE   0 0 37,657
VANGUARD INDEX FDS VALUE ETF 922908744   8,087,299 47,769 SH   SOLE   0 0 47,769
VANGUARD INDEX FDS SM CP VAL ETF 922908611   205,513 1,037 SH   SOLE   0 0 1,037
VANGUARD INDEX FDS GROWTH ETF 922908736   22,878,934 55,742 SH   SOLE   0 0 55,742
VANGUARD INDEX FDS TOTAL STK MKT 922908769   5,331,574 18,397 SH   SOLE   0 0 18,397
VANGUARD INDEX FDS SMALL CP ETF 922908751   10,537,168 43,854 SH   SOLE   0 0 43,854
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   208,677 3,635 SH   SOLE   0 0 3,635
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   1,016,406 8,652 SH   SOLE   0 0 8,652
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   5,579,353 71,521 SH   SOLE   0 0 71,521
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   529,134 9,123 SH   SOLE   0 0 9,123
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   729,554 9,756 SH   SOLE   0 0 9,756
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   3,951,207 49,224 SH   SOLE   0 0 49,224
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   28,988,451 148,029 SH   SOLE   0 0 148,029
VANGUARD STAR FDS VG TL INTL STK F 921909768   207,080 3,514 SH   SOLE   0 0 3,514
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   804,579 6,306 SH   SOLE   0 0 6,306
VANGUARD WORLD FD MATERIALS ETF 92204A801   699,704 3,725 SH   SOLE   0 0 3,725
VANGUARD WORLD FD MEGA CAP INDEX 921910873   8,674,151 40,789 SH   SOLE   0 0 40,789
VANGUARD WORLD FD UTILITIES ETF 92204A876   1,354,556 8,289 SH   SOLE   0 0 8,289
VANGUARD WORLD FD INF TECH ETF 92204A702   2,776,831 4,466 SH   SOLE   0 0 4,466
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   3,719,632 29,779 SH   SOLE   0 0 29,779
VANGUARD WORLD FD MEGA GRWTH IND 921910816   1,570,071 4,572 SH   SOLE   0 0 4,572
VANGUARD WORLD FD FINANCIALS ETF 92204A405   2,486,176 21,057 SH   SOLE   0 0 21,057
VANGUARD WORLD FD CONSUM DIS ETF 92204A108   1,217,357 3,243 SH   SOLE   0 0 3,243
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   5,720,496 22,549 SH   SOLE   0 0 22,549
VANGUARD WORLD FD CONSUM STP ETF 92204A207   1,793,771 8,486 SH   SOLE   0 0 8,486
VANGUARD WORLD FD COMM SRVC ETF 92204A884   242,512 1,565 SH   SOLE   0 0 1,565
VANGUARD WORLD FD ENERGY ETF 92204A306   1,940,172 15,994 SH   SOLE   0 0 15,994
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603   821,936 3,231 SH   SOLE   0 0 3,231
VERIZON COMMUNICATIONS INC COM 92343V104   730,643 18,271 SH   SOLE   0 0 18,271
VISA INC COM CL A 92826C839   2,597,158 8,218 SH   SOLE   0 0 8,218
WALMART INC COM 931142103   3,223,873 35,682 SH   SOLE   0 0 35,682
WASTE MGMT INC DEL COM 94106L109   222,501 1,103 SH   SOLE   0 0 1,103
WELLTOWER INC COM 95040Q104   1,346,936 10,687 SH   SOLE   0 0 10,687
WISDOMTREE TR US SMALLCAP DIVD 97717W604   233,443 6,796 SH   SOLE   0 0 6,796