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
ABBOTT LABS COM 002824100   4,301,796 37,732 SH   SOLE 0 250 0 37,482
ABBVIE INC COM 00287Y109   6,912,787 35,005 SH   SOLE 0 200 0 34,805
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   323,964 917 SH   SOLE 0 0 0 917
ADOBE INC COM 00724F101   502,764 971 SH   SOLE 0 0 0 971
ALLSTATE CORP COM 020002101   644,439 3,398 SH   SOLE 0 0 0 3,398
ALPHABET INC CAP STK CL A 02079K305   1,214,533 7,323 SH   SOLE 0 0 0 7,323
ALPHABET INC CAP STK CL C 02079K107   17,531,643 104,861 SH   SOLE 0 1,350 0 103,511
ALTRIA GROUP INC COM 02209S103   390,996 7,661 SH   SOLE 0 0 0 7,661
AMAZON COM INC COM 023135106   14,340,158 76,961 SH   SOLE 0 1,330 0 75,631
AMERICAN ELEC PWR CO INC COM 025537101   257,731 2,512 SH   SOLE 0 0 0 2,512
AMERICAN TOWER CORP NEW COM 03027X100   3,436,495 14,777 SH   SOLE 0 330 0 14,447
AMETEK INC COM 031100100   384,414 2,239 SH   SOLE 0 25 0 2,214
AMGEN INC COM 031162100   926,671 2,876 SH   SOLE 0 0 0 2,876
ANALOG DEVICES INC COM 032654105   7,810,357 33,933 SH   SOLE 0 600 0 33,333
APPLE INC COM 037833100   37,004,205 158,816 SH   SOLE 0 1,550 0 157,266
AUTOMATIC DATA PROCESSING IN COM 053015103   2,606,402 9,419 SH   SOLE 0 0 0 9,419
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,275,325 13,634 SH   SOLE 0 400 0 13,234
BLACKROCK INC COM 09247X101   10,113,687 10,651 SH   SOLE 0 120 0 10,531
BLACKSTONE INC COM 09260D107   1,033,857 6,752 SH   SOLE 0 0 0 6,752
BOSTON SCIENTIFIC CORP COM 101137107   853,882 10,190 SH   SOLE 0 100 0 10,090
BRISTOL-MYERS SQUIBB CO COM 110122108   385,463 7,450 SH   SOLE 0 0 0 7,450
BROADCOM INC COM 11135F101   20,066,770 116,329 SH   SOLE 0 1,560 0 114,769
CADENCE DESIGN SYSTEM INC COM 127387108   516,854 1,907 SH   SOLE 0 0 0 1,907
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300   503,737 18,094 SH   SOLE 0 0 0 18,094
CHEVRON CORP NEW COM 166764100   1,155,186 7,844 SH   SOLE 0 0 0 7,844
CHURCH & DWIGHT CO INC COM 171340102   502,761 4,801 SH   SOLE 0 0 0 4,801
COCA COLA CO COM 191216100   375,325 5,223 SH   SOLE 0 0 0 5,223
COLGATE PALMOLIVE CO COM 194162103   207,620 2,000 SH   SOLE 0 0 0 2,000
COSTCO WHSL CORP NEW COM 22160K105   6,543,462 7,381 SH   SOLE 0 120 0 7,261
CROWDSTRIKE HLDGS INC CL A 22788C105   249,618 890 SH   SOLE 0 0 0 890
CROWN CASTLE INC COM 22822V101   1,032,304 8,702 SH   SOLE 0 0 0 8,702
DANAHER CORPORATION COM 235851102   505,034 1,817 SH   SOLE 0 0 0 1,817
DEERE & CO COM 244199105   272,099 652 SH   SOLE 0 0 0 652
DISNEY WALT CO COM 254687106   309,197 3,214 SH   SOLE 0 0 0 3,214
DOMINION ENERGY INC COM 25746U109   263,754 4,564 SH   SOLE 0 0 0 4,564
DUKE ENERGY CORP NEW COM NEW 26441C204   824,856 7,154 SH   SOLE 0 0 0 7,154
ELI LILLY & CO COM 532457108   16,959,712 19,143 SH   SOLE 0 240 0 18,903
EMERSON ELEC CO COM 291011104   404,232 3,696 SH   SOLE 0 0 0 3,696
ENTERPRISE PRODS PARTNERS L COM 293792107   516,994 17,760 SH   SOLE 0 0 0 17,760
EXXON MOBIL CORP COM 30231G102   2,175,486 18,559 SH   SOLE 0 0 0 18,559
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   434,834 5,973 SH   SOLE 0 0 0 5,973
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865   661,599 12,767 SH   SOLE 0 0 0 12,767
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204   843,452 9,537 SH   SOLE 0 0 0 9,537
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709   423,638 5,870 SH   SOLE 0 0 0 5,870
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   988,773 19,522 SH   SOLE 0 0 0 19,522
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   6,528,843 139,684 SH   SOLE 0 5,215 0 134,469
FIDELITY NATL INFORMATION SV COM 31620M106   273,981 3,271 SH   SOLE 0 0 0 3,271
FIRST SOLAR INC COM 336433107   249,440 1,000 SH   SOLE 0 0 0 1,000
FIRST TR NAS100 EQ WEIGHTED SHS 337344105   563,647 4,493 SH   SOLE 0 0 0 4,493
FISERV INC COM 337738108   518,829 2,888 SH   SOLE 0 0 0 2,888
FLEXSHARES TR MORNSTAR UPSTR 33939L407   285,450 6,920 SH   SOLE 0 0 0 6,920
GENERAL DYNAMICS CORP COM 369550108   451,185 1,493 SH   SOLE 0 0 0 1,493
GENERAL MLS INC COM 370334104   832,806 11,277 SH   SOLE 0 0 0 11,277
GENUINE PARTS CO COM 372460105   457,452 3,275 SH   SOLE 0 0 0 3,275
GRAINGER W W INC COM 384802104   5,508,188 5,302 SH   SOLE 0 100 0 5,202
HOME DEPOT INC COM 437076102   7,550,260 18,633 SH   SOLE 0 200 0 18,433
HONEYWELL INTL INC COM 438516106   6,571,696 31,792 SH   SOLE 0 450 0 31,342
ILLINOIS TOOL WKS INC COM 452308109   4,961,935 18,934 SH   SOLE 0 0 0 18,934
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,705,273 29,291 SH   SOLE 0 581 0 28,710
INTERNATIONAL BUSINESS MACHS COM 459200101   413,420 1,870 SH   SOLE 0 0 0 1,870
INTUITIVE SURGICAL INC COM NEW 46120E602   211,246 430 SH   SOLE 0 16 0 414
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   6,337,461 229,868 SH   SOLE 0 1,540 0 228,328
INVESCO EXCHANGE TRADED FD T ENERGY EXPLORATI 46137V761   610,256 20,582 SH   SOLE 0 0 0 20,582
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   835,947 7,271 SH   SOLE 0 0 0 7,271
INVESCO QQQ TR UNIT SER 1 46090E103   4,389,478 8,994 SH   SOLE 0 0 0 8,994
IRON MTN INC DEL COM 46284V101   339,854 2,860 SH   SOLE 0 0 0 2,860
ISHARES GOLD TR ISHARES NEW 464285204   244,325 4,916 SH   SOLE 0 0 0 4,916
ISHARES TR US AER DEF ETF 464288760   543,492 3,632 SH   SOLE 0 0 0 3,632
ISHARES TR MBS ETF 464288588   426,727 4,454 SH   SOLE 0 22 0 4,432
ISHARES TR PFD AND INCM SEC 464288687   802,272 24,143 SH   SOLE 0 0 0 24,143
ISHARES TR NATIONAL MUN ETF 464288414   898,261 8,269 SH   SOLE 0 0 0 8,269
ISHARES TR ISHS 5-10YR INVT 464288638   26,219,963 488,086 SH   SOLE 0 2,084 0 486,002
ISHARES TR ISHS 1-5YR INVS 464288646   3,147,226 59,765 SH   SOLE 0 0 0 59,765
ISHARES TR MSCI USA MIN VOL 46429B697   532,155 5,828 SH   SOLE 0 0 0 5,828
ISHARES TR US TREAS BD ETF 46429B267   24,173,683 1,030,861 SH   SOLE 0 5,407 0 1,025,454
ISHARES TR BLACKROCK ULTRA 46434V878   498,351 9,822 SH   SOLE 0 0 0 9,822
ISHARES TR TRS FLT RT BD 46434V860   225,524 4,457 SH   SOLE 0 0 0 4,457
ISHARES TR FLTG RATE NT ETF 46429B655   268,470 5,260 SH   SOLE 0 0 0 5,260
ISHARES TR CORE 1 5 YR USD 46432F859   213,803 4,392 SH   SOLE 0 0 0 4,392
ISHARES TR CORE S&P500 ETF 464287200   4,649,824 8,061 SH   SOLE 0 16 0 8,045
ISHARES TR RUSSELL 3000 ETF 464287689   375,740 1,150 SH   SOLE 0 0 0 1,150
ISHARES TR CORE S&P US GWT 464287671   791,460 6,000 SH   SOLE 0 0 0 6,000
ISHARES TR EXPND TEC SC ETF 464287549   663,905 6,920 SH   SOLE 0 0 0 6,920
ISHARES TR US CONSM STAPLES 464287812   1,543,492 21,872 SH   SOLE 0 0 0 21,872
ISHARES TR U.S. TECH ETF 464287721   4,596,209 30,314 SH   SOLE 0 1,000 0 29,314
ISHARES TR IBONDS DEC25 ETF 46434VBD1   454,069 18,090 SH   SOLE 0 0 0 18,090
ISHARES TR CORE TOTAL USD 46434V613   650,535 13,806 SH   SOLE 0 0 0 13,806
ISHARES TR MSCI INTL QUALTY 46434V456   2,674,875 64,470 SH   SOLE 0 0 0 64,470
ISHARES TR IBONDS DEC2026 46435GAA0   348,196 14,329 SH   SOLE 0 0 0 14,329
ISHARES TR US SML CAP EQT 46434V290   1,189,642 17,930 SH   SOLE 0 0 0 17,930
ISHARES TR IBONDS DEC 29 46436E205   277,532 11,805 SH   SOLE 0 0 0 11,805
ISHARES TR IBONDS 29 TRM TS 46436E825   321,648 14,551 SH   SOLE 0 0 0 14,551
ISHARES TR IBONDS 25 TRM TS 46436E866   439,429 18,763 SH   SOLE 0 0 0 18,763
ISHARES TR IBONDS 24 TRM TS 46436E874   1,151,563 47,982 SH   SOLE 0 0 0 47,982
ISHARES TR IBONDS DEC 26 46435U259   238,055 9,279 SH   SOLE 0 0 0 9,279
ISHARES TR IBONDS DEC 2030 46436E726   234,160 10,562 SH   SOLE 0 0 0 10,562
ISHARES TR IBONDS 27 ETF 46435UAA9   395,736 16,239 SH   SOLE 0 0 0 16,239
ISHARES TR ESG AWRE USD ETF 46435G193   1,399,421 58,824 SH   SOLE 0 238 0 58,586
ISHARES TR US INFRASTRUC 46435U713   231,468 4,928 SH   SOLE 0 0 0 4,928
ISHARES TR ESG AWRE 1 5 YR 46435G243   509,281 20,242 SH   SOLE 0 58 0 20,184
ISHARES TR IBDS DEC28 ETF 46435U515   370,069 14,495 SH   SOLE 0 0 0 14,495
J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399   7,901,464 76,284 SH   SOLE 0 4,749 0 71,535
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   336,768 5,659 SH   SOLE 0 0 0 5,659
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845   1,054,979 21,965 SH   SOLE 0 0 0 21,965
JOHNSON & JOHNSON COM 478160104   2,688,378 16,589 SH   SOLE 0 0 0 16,589
JPMORGAN CHASE & CO. COM 46625H100   7,351,765 34,866 SH   SOLE 0 600 0 34,266
LOCKHEED MARTIN CORP COM 539830109   2,111,717 3,612 SH   SOLE 0 12 0 3,600
MASTERCARD INCORPORATED CL A 57636Q104   4,126,092 8,356 SH   SOLE 0 0 0 8,356
MCDONALDS CORP COM 580135101   9,411,927 30,908 SH   SOLE 0 350 0 30,558
MERCK & CO INC COM 58933Y105   3,028,671 26,670 SH   SOLE 0 0 0 26,670
META PLATFORMS INC CL A 30303M102   337,753 590 SH   SOLE 0 0 0 590
MICROSOFT CORP COM 594918104   37,268,402 86,610 SH   SOLE 0 865 0 85,745
MONDELEZ INTL INC CL A 609207105   337,550 4,582 SH   SOLE 0 0 0 4,582
NEXTERA ENERGY INC COM 65339F101   10,539,874 124,688 SH   SOLE 0 1,525 0 123,163
NIKE INC CL B 654106103   1,004,675 11,365 SH   SOLE 0 0 0 11,365
NOVARTIS AG SPONSORED ADR 66987V109   264,546 2,300 SH   SOLE 0 0 0 2,300
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   378,433 11,245 SH   SOLE 0 243 0 11,002
NUVEEN MUN VALUE FD INC COM 670928100   97,903 10,854 SH   SOLE 0 0 0 10,854
NVIDIA CORPORATION COM 67066G104   6,835,883 56,290 SH   SOLE 0 250 0 56,040
ONEOK INC NEW COM 682680103   224,180 2,460 SH   SOLE 0 0 0 2,460
ORACLE CORP COM 68389X105   323,760 1,900 SH   SOLE 0 0 0 1,900
PACER FDS TR US CASH COWS 100 69374H881   3,965,782 68,577 SH   SOLE 0 72 0 68,505
PACER FDS TR GLOBL CASH ETF 69374H709   214,269 5,872 SH   SOLE 0 0 0 5,872
PACER FDS TR TRENDP US LAR CP 69374H105   1,007,433 19,171 SH   SOLE 0 0 0 19,171
PACER FDS TR TRENDPILOT 100 69374H303   248,149 3,384 SH   SOLE 0 0 0 3,384
PACER FDS TR US LRG CP CASH 69374H360   438,104 15,249 SH   SOLE 0 0 0 15,249
PALO ALTO NETWORKS INC COM 697435105   1,397,962 4,090 SH   SOLE 0 0 0 4,090
PAYCHEX INC COM 704326107   424,443 3,163 SH   SOLE 0 0 0 3,163
PENNYMAC CORP NOTE 5.500%11/0 70932AAD5   50,618 51,000 PRN   SOLE 0 0 0 51,000
PEPSICO INC COM 713448108   9,673,265 56,885 SH   SOLE 0 695 0 56,190
PFIZER INC COM 717081103   254,759 8,803 SH   SOLE 0 0 0 8,803
PHILIP MORRIS INTL INC COM 718172109   356,692 2,938 SH   SOLE 0 0 0 2,938
PIMCO ETF TR ACTIVE BD ETF 72201R775   245,040 2,590 SH   SOLE 0 0 0 2,590
PIMCO ETF TR MULTISECTOR BD 72201R585   606,900 22,773 SH   SOLE 0 0 0 22,773
PNC FINL SVCS GROUP INC COM 693475105   1,183,061 6,400 SH   SOLE 0 0 0 6,400
PROCTER AND GAMBLE CO COM 742718109   11,413,287 65,897 SH   SOLE 0 745 0 65,152
QUALCOMM INC COM 747525103   208,141 1,224 SH   SOLE 0 0 0 1,224
ROPER TECHNOLOGIES INC COM 776696106   4,059,555 7,296 SH   SOLE 0 150 0 7,146
ROYAL GOLD INC COM 780287108   361,132 2,574 SH   SOLE 0 0 0 2,574
RTX CORPORATION COM 75513E101   274,549 2,266 SH   SOLE 0 0 0 2,266
S&P GLOBAL INC COM 78409V104   1,094,976 2,120 SH   SOLE 0 10 0 2,110
SALESFORCE INC COM 79466L302   1,898,578 6,936 SH   SOLE 0 0 0 6,936
SCHNEIDER NATIONAL INC CL B 80689H102   25,931,415 908,599 SH   SOLE 0 11,124 0 897,475
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   7,811,721 108,859 SH   SOLE 0 2,200 0 106,659
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,010,932 11,959 SH   SOLE 0 400 0 11,559
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   1,840,510 17,667 SH   SOLE 0 250 0 17,417
SELECT SECTOR SPDR TR ENERGY 81369Y506   690,371 7,863 SH   SOLE 0 0 0 7,863
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   257,463 5,681 SH   SOLE 0 0 0 5,681
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,179,822 5,226 SH   SOLE 0 0 0 5,226
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,370,319 8,897 SH   SOLE 0 0 0 8,897
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   5,560,740 61,513 SH   SOLE 0 1,200 0 60,313
SOUTHERN CO COM 842587107   235,370 2,610 SH   SOLE 0 0 0 2,610
SPDR GOLD TR GOLD SHS 78463V107   960,087 3,950 SH   SOLE 0 0 0 3,950
SPDR INDEX SHS FDS S&P NORTH AMER 78463X152   7,207,174 127,268 SH   SOLE 0 3,700 0 123,568
SPDR S&P 500 ETF TR TR UNIT 78462F103   362,616 632 SH   SOLE 0 0 0 632
SPDR SER TR NUVEEN BLOOMBERG 78464A284   447,641 17,040 SH   SOLE 0 0 0 17,040
SPDR SER TR SPDR S&P 500 ETF 78468R796   421,706 8,925 SH   SOLE 0 0 0 8,925
STARBUCKS CORP COM 855244109   350,184 3,592 SH   SOLE 0 0 0 3,592
STRYKER CORPORATION COM 863667101   7,952,504 22,013 SH   SOLE 0 475 0 21,538
SYSCO CORP COM 871829107   990,191 12,685 SH   SOLE 0 0 0 12,685
TESLA INC COM 88160R101   2,301,590 8,797 SH   SOLE 0 85 0 8,712
THERMO FISHER SCIENTIFIC INC COM 883556102   6,066,508 9,807 SH   SOLE 0 150 0 9,657
TRANSDIGM GROUP INC COM 893641100   299,697 210 SH   SOLE 0 0 0 210
TRANSUNION COM 89400J107   214,635 2,050 SH   SOLE 0 0 0 2,050
TRAVELERS COMPANIES INC COM 89417E109   375,820 1,605 SH   SOLE 0 0 0 1,605
UNION PAC CORP COM 907818108   8,184,542 33,206 SH   SOLE 0 300 0 32,906
UNITEDHEALTH GROUP INC COM 91324P102   14,930,211 25,536 SH   SOLE 0 335 0 25,201
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   254,286 1,036 SH   SOLE 0 0 0 1,036
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   868,239 11,560 SH   SOLE 0 0 0 11,560
VANGUARD INDEX FDS SMALL CP ETF 922908751   358,424 1,511 SH   SOLE 0 0 0 1,511
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   474,375 899 SH   SOLE 0 0 0 899
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   545,970 3,000 SH   SOLE 0 0 0 3,000
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   4,797,850 93,855 SH   SOLE 0 0 0 93,855
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   617,238 7,370 SH   SOLE 0 0 0 7,370
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   490,338 8,308 SH   SOLE 0 0 0 8,308
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   634,455 13,439 SH   SOLE 0 0 0 13,439
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   3,608,825 18,221 SH   SOLE 0 1,620 0 16,601
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   288,659 5,466 SH   SOLE 0 0 0 5,466
VANGUARD WORLD FD MEGA CAP INDEX 921910873   10,266,914 49,685 SH   SOLE 0 29 0 49,656
VANGUARD WORLD FD ESG US STK ETF 921910733   720,362 7,087 SH   SOLE 0 188 0 6,899
VARONIS SYS INC COM 922280102   579,125 10,250 SH   SOLE 0 0 0 10,250
VERIZON COMMUNICATIONS INC COM 92343V104   539,324 12,009 SH   SOLE 0 0 0 12,009
VERTEX PHARMACEUTICALS INC COM 92532F100   939,927 2,021 SH   SOLE 0 0 0 2,021
VISA INC COM CL A 92826C839   9,982,937 36,308 SH   SOLE 0 475 0 35,833
WALMART INC COM 931142103   488,469 6,049 SH   SOLE 0 0 0 6,049
WEC ENERGY GROUP INC COM 92939U106   1,272,461 13,230 SH   SOLE 0 0 0 13,230
YUM BRANDS INC COM 988498101   1,019,890 7,300 SH   SOLE 0 0 0 7,300
ZOETIS INC CL A 98978V103   277,830 1,422 SH   SOLE 0 0 0 1,422