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
JOHNSON CTLS INTL PLC SHS G51502105   4,296,633 54,436 SH   SOLE   54,435 0 0
ADOBE INC COM 00724F101   5,614,085 12,625 SH   SOLE   12,625 0 0
ALPHABET INC CAP STK CL C 02079K107   10,665,407 56,004 SH   SOLE   56,004 0 0
ALPHABET INC CAP STK CL A 02079K305   3,835,029 20,259 SH   SOLE   20,259 0 0
AMAZON COM INC COM 023135106   10,472,362 47,734 SH   SOLE   47,734 0 0
AMERICAN ELEC PWR CO INC COM 025537101   329,261 3,570 SH   SOLE   3,570 0 0
APPLE INC COM 037833100   17,340,318 69,245 SH   SOLE   69,244 0 0
APPLIED MATLS INC COM 038222105   8,626,990 53,047 SH   SOLE   53,046 0 0
ARES CAPITAL CORP COM 04010L103   1,576,867 72,036 SH   SOLE   72,035 0 0
BANK AMERICA CORP COM 060505104   4,368,583 99,399 SH   SOLE   99,398 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,718,357 28,059 SH   SOLE   28,058 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   977,593 56,151 SH   SOLE   56,151 0 0
BLACKSTONE INC COM 09260D107   7,125,637 41,327 SH   SOLE   41,327 0 0
BLACKROCK INC COM 09290D101   5,601,795 5,465 SH   SOLE   5,464 0 0
BOOKING HOLDINGS INC COM 09857L108   9,351,406 1,882 SH   SOLE   1,882 0 0
BROADCOM INC COM 11135F101   14,485,520 62,481 SH   SOLE   62,480 0 0
CSX CORP COM 126408103   3,639,090 112,770 SH   SOLE   112,770 0 0
CROWN CASTLE INC COM 22822V101   292,883 3,227 SH   SOLE   3,227 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   9,155,888 164,497 SH   SOLE   164,496 0 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   523,612 15,496 SH   SOLE   15,496 0 0
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880   16,914,851 680,404 SH   SOLE   680,404 0 0
DISNEY WALT CO COM 254687106   3,747,724 33,657 SH   SOLE   33,657 0 0
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108   7,586,680 428,626 SH   SOLE   428,626 0 0
GENERAL DYNAMICS CORP COM 369550108   5,512,054 20,919 SH   SOLE   20,919 0 0
GLOBAL X FDS GLB X MLP ENRG I 37954Y293   3,654,234 60,341 SH   SOLE   60,340 0 0
HCA HEALTHCARE INC COM 40412C101   2,595,397 8,647 SH   SOLE   8,647 0 0
HERSHEY CO COM 427866108   4,774,580 28,194 SH   SOLE   28,193 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   453,061 868 SH   SOLE   868 0 0
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   934,026 35,718 SH   SOLE   35,718 0 0
ISHARES TR CORE US AGGBD ET 464287226   6,634,653 68,469 SH   SOLE   68,469 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   210,026 523 SH   SOLE   523 0 0
ISHARES TR USD INV GRDE ETF 464288620   9,540,228 189,742 SH   SOLE   189,742 0 0
ISHARES TR ULTRA SHORT-TERM 46434V878   11,490,611 227,853 SH   SOLE   227,852 0 0
ISHARES TR FALN ANGLS USD 46435G474   3,198,149 119,736 SH   SOLE   119,736 0 0
LENNAR CORP CL A 526057104   343,243 2,517 SH   SOLE   2,517 0 0
LOWES COS INC COM 548661107   8,786,509 35,602 SH   SOLE   35,601 0 0
MASTERCARD INCORPORATED CL A 57636Q104   281,715 535 SH   SOLE   535 0 0
MERCK & CO INC COM 58933Y105   4,853,314 48,787 SH   SOLE   48,786 0 0
MICROSOFT CORP COM 594918104   13,498,395 32,025 SH   SOLE   32,024 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   3,226,406 20,424 SH   SOLE   20,424 0 0
NEXTERA ENERGY INC COM 65339F101   262,385 3,660 SH   SOLE   3,660 0 0
NOVARTIS AG SPONSORED ADR 66987V109   4,919,893 50,559 SH   SOLE   50,558 0 0
ONEOK INC NEW COM 682680103   351,400 3,500 SH   SOLE   3,500 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   232,230 3,000 SH   SOLE   3,000 0 0
SALESFORCE INC COM 79466L302   409,220 1,224 SH   SOLE   1,224 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   3,024,433 110,704 SH   SOLE   110,704 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847   2,472,701 117,412 SH   SOLE   117,412 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   209,801 4,341 SH   SOLE   4,341 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   231,125 994 SH   SOLE   994 0 0
SOUTHERN CO COM 842587107   202,836 2,464 SH   SOLE   2,464 0 0
UNITED RENTALS INC COM 911363109   13,241,553 18,797 SH   SOLE   18,797 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,202,169 8,307 SH   SOLE   8,306 0 0
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   508,328 5,482 SH   SOLE   5,482 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876   2,620,276 16,034 SH   SOLE   16,034 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   2,002,292 39,942 SH   SOLE   39,942 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   449,368 834 SH   SOLE   834 0 0
VISA INC COM CL A 92826C839   8,128,685 25,720 SH   SOLE   25,720 0 0
WILLIAMS SONOMA INC COM 969904101   9,488,129 51,237 SH   SOLE   51,237 0 0