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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 1,082 6,089 SH   SOLE   6,089 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,890 6,971 SH   SOLE   6,971 0 0
AMAZON COM INC COM 023135106 350 105 SH   SOLE   105 0 0
AMERICAN ELEC PWR CO INC COM 025537101 237 2,664 SH   SOLE   2,664 0 0
AON PLC SHS CL A G0403H108 871 2,898 SH   SOLE   2,898 0 0
APPLE INC COM 037833100 579 3,260 SH   SOLE   3,260 0 0
ARK ETF TR INNOVATION ETF 00214Q104 4,819 50,949 SH   SOLE   50,949 0 0
ARK ETF TR GENOMIC REV ETF 00214Q302 944 15,411 SH   SOLE   15,411 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 648 814 SH   SOLE   814 0 0
AT&T INC COM 00206R102 1,560 63,398 SH   SOLE   63,398 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,328 5,384 SH   SOLE   5,384 0 0
BARCLAYS BANK PLC IPATH SHILR CAPE 06742A669 354 15,560 SH   SOLE   15,560 0 0
BECTON DICKINSON & CO COM 075887109 2,081 8,275 SH   SOLE   8,275 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 451 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32 108 SH   SOLE   108 0 0
BOEING CO COM 097023105 410 2,038 SH   SOLE   2,038 0 0
BOSTON SCIENTIFIC CORP COM 101137107 361 8,497 SH   SOLE   8,497 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 751 12,050 SH   SOLE   12,050 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 204 3,350 SH   SOLE   3,350 0 0
CISCO SYS INC COM 17275R102 1,026 16,183 SH   SOLE   16,183 0 0
COMCAST CORP NEW CL A 20030N101 289 5,743 SH   SOLE   5,743 0 0
CONOCOPHILLIPS COM 20825C104 597 8,276 SH   SOLE   8,276 0 0
DEERE & CO COM 244199105 3,305 9,639 SH   SOLE   9,639 0 0
DIGITAL RLTY TR INC COM 253868103 3,632 20,534 SH   SOLE   20,534 0 0
DOMINION ENERGY INC COM 25746U109 2,244 28,560 SH   SOLE   28,560 0 0
DRAFTKINGS INC COM CL A 26142R104 264 9,612 SH   SOLE   9,612 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,137 39,435 SH   SOLE   39,435 0 0
EMERSON ELEC CO COM 291011104 707 7,600 SH   SOLE   7,600 0 0
EXXON MOBIL CORP COM 30231G102 1,448 23,668 SH   SOLE   23,668 0 0
FEDEX CORP COM 31428X106 393 1,519 SH   SOLE   1,519 0 0
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 3,345 48,713 SH   SOLE   48,713 0 0
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 603 10,726 SH   SOLE   10,726 0 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 8,761 64,707 SH   SOLE   64,707 0 0
FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 1 30 SH   SOLE   30 0 0
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 4 87 SH   SOLE   87 0 0
FIRST TR ENERGY INFRASTRCTR COM 33738C103 2,317 171,159 SH   SOLE   171,159 0 0
FIRST TR INTER DURATN PFD & COM 33718W103 595 24,230 SH   SOLE   24,230 0 0
FORD MTR CO DEL COM 345370860 767 36,911 SH   SOLE   36,911 0 0
GENERAL ELECTRIC CO COM NEW 369604301 323 3,419 SH   SOLE   3,419 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483 7,768 350,087 SH   SOLE   350,087 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 437 5,174 SH   SOLE   5,174 0 0
HEALTHCARE RLTY TR COM 421946104 1,375 43,467 SH   SOLE   43,467 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 450 12,457 SH   SOLE   12,457 0 0
HOME DEPOT INC COM 437076102 271 653 SH   SOLE   653 0 0
INTEL CORP COM 458140100 1,720 33,401 SH   SOLE   33,401 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 650 4,859 SH   SOLE   4,859 0 0
IRON MTN INC NEW COM 46284V101 522 9,968 SH   SOLE   9,968 0 0
ISHARES TR EUROPE ETF 464287861 11 200 SH   SOLE   200 0 0
ISHARES TR CORE S&P TTL STK 464287150 36 338 SH   SOLE   338 0 0
ISHARES TR SELECT DIVID ETF 464287168 869 7,093 SH   SOLE   7,093 0 0
ISHARES TR TIPS BD ETF 464287176 445 3,447 SH   SOLE   3,447 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,080 2,265 SH   SOLE   2,265 0 0
ISHARES TR CORE US AGGBD ET 464287226 0 3 SH   SOLE   3 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 71 1,450 SH   SOLE   1,450 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 33 400 SH   SOLE   400 0 0
ISHARES TR S&P 500 VAL ETF 464287408 12 80 SH   SOLE   80 0 0
ISHARES TR MSCI EAFE ETF 464287465 199 2,529 SH   SOLE   2,529 0 0
ISHARES TR RUS MD CP GR ETF 464287481 435 3,775 SH   SOLE   3,775 0 0
ISHARES TR RUS MID CAP ETF 464287499 1,012 12,191 SH   SOLE   12,191 0 0
ISHARES TR CORE S&P MCP ETF 464287507 1,114 3,934 SH   SOLE   3,934 0 0
ISHARES TR ISHARES SEMICDTR 464287523 3,055 5,634 SH   SOLE   5,634 0 0
ISHARES TR ISHARES BIOTECH 464287556 10 67 SH   SOLE   67 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 25 149 SH   SOLE   149 0 0
ISHARES TR S&P MC 400GR ETF 464287606 72 840 SH   SOLE   840 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 22 130 SH   SOLE   130 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 1,071 3,655 SH   SOLE   3,655 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 201 905 SH   SOLE   905 0 0
ISHARES TR U.S. REAL ES ETF 464287739 101 866 SH   SOLE   866 0 0
ISHARES TR US HLTHCARE ETF 464287762 846 2,816 SH   SOLE   2,816 0 0
ISHARES TR CORE S&P SCP ETF 464287804 190 1,662 SH   SOLE   1,662 0 0
ISHARES TR S&P SML 600 GWT 464287887 58 420 SH   SOLE   420 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 1,020 9,504 SH   SOLE   9,504 0 0
ISHARES TR MSCI AC ASIA ETF 464288182 33 400 SH   SOLE   400 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 106 4,996 SH   SOLE   4,996 0 0
ISHARES TR NATIONAL MUN ETF 464288414 1,383 11,898 SH   SOLE   11,898 0 0
ISHARES TR ASIA 50 ETF 464288430 1,203 15,708 SH   SOLE   15,708 0 0
ISHARES TR INTL SEL DIV ETF 464288448 12 380 SH   SOLE   380 0 0
ISHARES TR INTL DEV RE ETF 464288489 2 63 SH   SOLE   63 0 0
ISHARES TR IBOXX HI YD ETF 464288513 689 7,913 SH   SOLE   7,913 0 0
ISHARES TR CRE U S REIT ETF 464288521 47 700 SH   SOLE   700 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 19 320 SH   SOLE   320 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 5,967 110,752 SH   SOLE   110,752 0 0
ISHARES TR U.S. MED DVC ETF 464288810 2,331 35,404 SH   SOLE   35,404 0 0
ISHARES TR 0-5YR HI YL CP 46434V407 42 935 SH   SOLE   935 0 0
ISHARES TR CORE MSCI EURO 46434V738 172 2,950 SH   SOLE   2,950 0 0
ISHARES TR ESG SCRND S&P SM 46436E544 57 1,389 SH   SOLE   1,389 0 0
ISHARES TR ESG SCRD S&P MID 46436E551 39 1,006 SH   SOLE   1,006 0 0
ISHARES TR ESG SCRND S&P500 46436E569 313 8,515 SH   SOLE   8,515 0 0
JOHNSON & JOHNSON COM 478160104 2,113 12,354 SH   SOLE   12,354 0 0
JPMORGAN CHASE & CO COM 46625H100 3,474 21,940 SH   SOLE   21,940 0 0
KINDER MORGAN INC DEL COM 49456B101 238 15,008 SH   SOLE   15,008 0 0
LILLY ELI & CO COM 532457108 646 2,337 SH   SOLE   2,337 0 0
LOWES COS INC COM 548661107 7,143 27,634 SH   SOLE   27,634 0 0
MCDONALDS CORP COM 580135101 1,912 7,134 SH   SOLE   7,134 0 0
MICROSOFT CORP COM 594918104 334 992 SH   SOLE   992 0 0
NEWMONT CORP COM 651639106 268 4,319 SH   SOLE   4,319 0 0
NEXTERA ENERGY INC COM 65339F101 767 8,220 SH   SOLE   8,220 0 0
NORFOLK SOUTHN CORP COM 655844108 338 1,137 SH   SOLE   1,137 0 0
NOVARTIS AG SPONSORED ADR 66987V109 702 8,022 SH   SOLE   8,022 0 0
NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 1,311 89,519 SH   SOLE   89,519 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 283 9,549 SH   SOLE   9,549 0 0
PFIZER INC COM 717081103 326 5,517 SH   SOLE   5,517 0 0
PHILLIPS 66 COM 718546104 1,108 15,289 SH   SOLE   15,289 0 0
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 707 7,136 SH   SOLE   7,136 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3,950 38,896 SH   SOLE   38,896 0 0
PIMCO INCOME STRATEGY FD COM 72201H108 2,031 185,127 SH   SOLE   185,127 0 0
PROCTER AND GAMBLE CO COM 742718109 1,787 10,924 SH   SOLE   10,924 0 0
PROGRESSIVE CORP COM 743315103 582 5,666 SH   SOLE   5,666 0 0
REAVES UTIL INCOME FD COM SH BEN INT 756158101 563 16,035 SH   SOLE   16,035 0 0
ROYAL BK CDA COM 780087102 738 6,953 SH   SOLE   6,953 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,748 44,983 SH   SOLE   44,983 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847 423 8,035 SH   SOLE   8,035 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 171 1,511 SH   SOLE   1,511 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 396 3,483 SH   SOLE   3,483 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 89 545 SH   SOLE   545 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 52 708 SH   SOLE   708 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1,988 24,723 SH   SOLE   24,723 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,348 32,698 SH   SOLE   32,698 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,110 37,471 SH   SOLE   37,471 0 0
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 3 104 SH   SOLE   104 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3,334 41,243 SH   SOLE   41,243 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5 100 SH   SOLE   100 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1 12 SH   SOLE   12 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 5 98 SH   SOLE   98 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,141 12,315 SH   SOLE   12,315 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 1,466 166,788 SH   SOLE   166,788 0 0
SOUTHERN CO COM 842587107 2,921 42,587 SH   SOLE   42,587 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 596 1,255 SH   SOLE   1,255 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622 314 2,888 SH   SOLE   2,888 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 2 20 SH   SOLE   20 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853 73 1,633 SH   SOLE   1,633 0 0
SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 2,244 55,653 SH   SOLE   55,653 0 0
STRYKER CORPORATION COM 863667101 858 3,209 SH   SOLE   3,209 0 0
SYSCO CORP COM 871829107 220 2,797 SH   SOLE   2,797 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 800 6,650 SH   SOLE   6,650 0 0
TE CONNECTIVITY LTD SHS H84989104 403 2,500 SH   SOLE   2,500 0 0
TOYOTA MOTOR CORP ADS 892331307 991 5,346 SH   SOLE   5,346 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 5,778 19,150 SH   SOLE   19,150 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 41 356 SH   SOLE   356 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 25 100 SH   SOLE   100 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 430 985 SH   SOLE   985 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 74 495 SH   SOLE   495 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 8 46 SH   SOLE   46 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 76 335 SH   SOLE   335 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 8,487 75,703 SH   SOLE   75,703 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 3 22 SH   SOLE   22 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 148 555 SH   SOLE   555 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 218 475 SH   SOLE   475 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,669 51,370 SH   SOLE   51,370 0 0
VISA INC COM CL A 92826C839 4,526 20,885 SH   SOLE   20,885 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 756 50,652 SH   SOLE   50,652 0 0
WALMART INC COM 931142103 618 4,269 SH   SOLE   4,269 0 0
WELLTOWER INC COM 95040Q104 505 5,885 SH   SOLE   5,885 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 575 13,957 SH   SOLE   13,957 0 0
WISDOMTREE TR US HIGH DIVIDEND 97717W208 18 215 SH   SOLE   215 0 0
WISDOMTREE TR EMG MKTS SMCAP 97717W281 2,538 47,952 SH   SOLE   47,952 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 35 951 SH   SOLE   951 0 0
YUM BRANDS INC COM 988498101 237 1,710 SH   SOLE   1,710 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 291 2,290 SH   SOLE   2,290 0 0