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
ISHARES TR CORE S&P500 ETF 464287200   441,067 806 SH   SOLE   806 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   1,308,772 3,590 SH   SOLE   3,590 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   515,376 947 SH   SOLE   912 0 35
ADOBE INC COM 00724F101   345,546 622 SH   SOLE   593 0 29
AMAZON COM INC COM 023135106   428,049 2,215 SH   SOLE   2,215 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   580,097 1,426 SH   SOLE   1,426 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   606,570 1,266 SH   SOLE   1,164 0 102
AMGEN INC COM 031162100   7,122,405 22,795 SH   SOLE   21,967 0 828
ABBOTT LABS COM 002824100   386,857 3,723 SH   SOLE   1,206 0 2,517
ORACLE CORP COM 68389X105   467,796 3,313 SH   SOLE   1,104 0 2,209
DISNEY WALT CO COM 254687106   2,553,143 25,714 SH   SOLE   23,144 0 2,570
JOHNSON & JOHNSON COM 478160104   639,304 4,374 SH   SOLE   4,374 0 0
EXELON CORP COM 30161N101   2,506,348 72,417 SH   SOLE   69,753 0 2,664
LOWES COS INC COM 548661107   530,647 2,407 SH   SOLE   1,133 0 1,274
MICROSOFT CORP COM 594918104   19,047,622 42,617 SH   SOLE   40,732 0 1,885
TRUIST FINL CORP COM 89832Q109   204,040 5,252 SH   SOLE   5,252 0 0
CISCO SYS INC COM 17275R102   10,600,904 223,130 SH   SOLE   213,839 0 9,291
INTERNATIONAL BUSINESS MACHS COM 459200101   274,645 1,588 SH   SOLE   1,100 0 488
COCA COLA CO COM 191216100   1,727,015 27,133 SH   SOLE   24,955 0 2,178
PEPSICO INC COM 713448108   244,386 1,482 SH   SOLE   1,482 0 0
STRYKER CORPORATION COM 863667101   365,088 1,073 SH   SOLE   1,073 0 0
JOHNSON CTLS INTL PLC SHS G51502105   8,107,740 121,976 SH   SOLE   118,223 0 3,753
STARBUCKS CORP COM 855244109   353,631 4,542 SH   SOLE   4,464 0 78
ANALOG DEVICES INC COM 032654105   329,379 1,443 SH   SOLE   1,443 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   521,776 2,186 SH   SOLE   2,186 0 0
WABTEC COM 929740108   638,048 4,037 SH   SOLE   0 0 4,037
UNILEVER PLC SPON ADR NEW 904767704   251,507 4,574 SH   SOLE   4,301 0 273
BAXTER INTL INC COM 071813109   4,620,829 138,141 SH   SOLE   134,922 0 3,219
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,880,601 74,107 SH   SOLE   71,557 0 2,550
TARGET CORP COM 87612E106   5,094,598 34,414 SH   SOLE   33,308 0 1,106
ELI LILLY & CO COM 532457108   299,681 331 SH   SOLE   0 0 331
MERCK & CO INC COM 58933Y105   7,771,610 62,776 SH   SOLE   60,692 0 2,084
NOVARTIS AG SPONSORED ADR 66987V109   248,052 2,330 SH   SOLE   2,137 0 193
PROCTER AND GAMBLE CO COM 742718109   7,418,650 44,983 SH   SOLE   43,580 0 1,403
GILEAD SCIENCES INC COM 375558103   7,127,127 103,879 SH   SOLE   100,731 0 3,148
HOME DEPOT INC COM 437076102   10,632,523 30,887 SH   SOLE   28,177 0 2,710
NIKE INC CL B 654106103   5,490,529 72,848 SH   SOLE   70,740 0 2,108
TJX COS INC NEW COM 872540109   272,828 2,478 SH   SOLE   2,478 0 0
HP INC COM 40434L105   358,815 10,246 SH   SOLE   10,246 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   305,044 3,736 SH   SOLE   3,736 0 0
CORNING INC COM 219350105   4,261,105 109,681 SH   SOLE   107,111 0 2,570
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,469,336 21,322 SH   SOLE   20,663 0 659
AMERICAN TOWER CORP NEW COM 03027X100   4,664,546 23,997 SH   SOLE   23,243 0 754
INTUIT COM 461202103   6,569,655 9,996 SH   SOLE   9,636 0 360
3M CO COM 88579Y101   304,015 2,975 SH   SOLE   1,875 0 1,100
NEW YORK TIMES CO CL A 650111107   230,445 4,500 SH   SOLE   4,500 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   290,781 1,087 SH   SOLE   763 0 324
NEXTERA ENERGY INC COM 65339F101   3,242,680 45,794 SH   SOLE   44,145 0 1,649
CSX CORP COM 126408103   7,244,139 216,566 SH   SOLE   190,965 0 25,601
APPLE INC COM 037833100   14,901,144 70,749 SH   SOLE   63,028 0 7,721
NEKTAR THERAPEUTICS COM 640268108   31,620 25,500 SH   SOLE   25,500 0 0
ECOLAB INC COM 278865100   7,668,653 32,221 SH   SOLE   30,785 0 1,436
SKYWORKS SOLUTIONS INC COM 83088M102   5,386,721 50,542 SH   SOLE   48,865 0 1,677
AMERICAN EXPRESS CO COM 025816109   10,379,019 44,824 SH   SOLE   44,131 0 693
GENERAL MLS INC COM 370334104   4,802,510 75,917 SH   SOLE   73,188 0 2,729
KELLANOVA COM 487836108   456,710 7,918 SH   SOLE   7,450 0 468
BERKSHIRE HATHAWAY INC DEL CL A 084670108   8,571,374 14 SH   SOLE   14 0 0
THE CIGNA GROUP COM 125523100   231,180 699 SH   SOLE   13 0 686
ROCKWELL AUTOMATION INC COM 773903109   241,421 877 SH   SOLE   877 0 0
PROLOGIS INC. COM 74340W103   4,726,970 42,089 SH   SOLE   40,658 0 1,431
LABCORP HOLDINGS INC COM SHS 504922105   4,713,172 23,159 SH   SOLE   22,604 0 555
ISHARES TR SELECT DIVID ETF 464287168   629,741 5,205 SH   SOLE   5,205 0 0
CLOROX CO DEL COM 189054109   3,616,784 26,502 SH   SOLE   25,478 0 1,024
NVIDIA CORPORATION COM 67066G104   17,088,751 138,326 SH   SOLE   127,273 0 11,053
V F CORP COM 918204108   2,853,153 211,345 SH   SOLE   206,778 0 4,567
EATON CORP PLC SHS G29183103   332,990 1,062 SH   SOLE   1,026 0 36
MOODYS CORP COM 615369105   302,649 719 SH   SOLE   719 0 0
STEEL DYNAMICS INC COM 858119100   2,854,625 22,043 SH   SOLE   21,434 0 609
NOVO-NORDISK A S ADR 670100205   661,743 4,636 SH   SOLE   4,636 0 0
BECTON DICKINSON & CO COM 075887109   4,871,157 20,843 SH   SOLE   20,315 0 528
WILLIAMS SONOMA INC COM 969904101   4,920,285 17,425 SH   SOLE   17,046 0 379
ALPHABET INC CAP STK CL A 02079K305   13,960,199 76,641 SH   SOLE   72,606 0 4,035
TORONTO DOMINION BK ONT COM NEW 891160509   6,229,914 113,354 SH   SOLE   109,103 0 4,251
BLACKROCK INC COM 09247X101   6,824,417 8,668 SH   SOLE   8,146 0 522
CANADIAN NATL RY CO COM 136375102   246,655 2,088 SH   SOLE   2,088 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409   4,527,893 79,716 SH   SOLE   77,220 0 2,496
AMERIPRISE FINL INC COM 03076C106   1,227,764 2,874 SH   SOLE   2,874 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   243,410 238 SH   SOLE   220 0 18
THERMO FISHER SCIENTIFIC INC COM 883556102   264,334 478 SH   SOLE   454 0 24
SALESFORCE INC COM 79466L302   5,638,739 21,932 SH   SOLE   21,302 0 630
ROYAL BK CDA COM 780087102   11,468,137 107,804 SH   SOLE   103,799 0 4,005
COGNEX CORP COM 192422103   2,123,759 45,418 SH   SOLE   43,748 0 1,670
MASTERCARD INCORPORATED CL A 57636Q104   1,719,203 3,897 SH   SOLE   3,779 0 118
SUNPOWER CORP COM 867652406   54,138 18,290 SH   SOLE   14,912 0 3,378
ISHARES TR SHORT TREAS BD 464288679   21,418,248 193,830 SH   SOLE   189,441 0 4,389
FIRST SOLAR INC COM 336433107   1,561,987 6,928 SH   SOLE   6,513 0 415
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   364,339 3,072 SH   SOLE   3,072 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   53,768 10,050 SH   SOLE   10,050 0 0
VISA INC COM CL A 92826C839   8,691,669 33,115 SH   SOLE   31,881 0 1,234
BROADCOM INC COM 11135F101   399,777 249 SH   SOLE   218 0 31
WISDOMTREE TR EUROPE HEDGED EQ 97717X701   990,325 21,905 SH   SOLE   21,362 0 543
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   227,559 455 SH   SOLE   422 0 33
ISHARES TR 0-5 YR TIPS ETF 46429B747   49,536,500 497,904 SH   SOLE   485,026 0 12,878
XYLEM INC COM 98419M100   5,682,491 41,897 SH   SOLE   39,963 0 1,934
SPDR SER TR PORTFOLIO SH TSR 78468R101   277,179 9,601 SH   SOLE   9,601 0 0
ABBVIE INC COM 00287Y109   811,118 4,729 SH   SOLE   2,029 0 2,700
ZOETIS INC CL A 98978V103   6,370,964 36,750 SH   SOLE   35,324 0 1,426
ALPHABET INC CAP STK CL C 02079K107   1,186,549 6,469 SH   SOLE   6,369 0 100
LIONS GATE ENTMNT CORP CL A VTG 535919401   112,569 11,950 SH   SOLE   11,950 0 0
HAMILTON LANE INC CL A 407497106   258,159 2,089 SH   SOLE   2,089 0 0
RUNWAY GROWTH FINANCE CORP COM 78163D100   174,294 14,821 SH   SOLE   14,821 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   958,621 49,721 SH   SOLE   49,612 0 109
ISHARES TR 0-3 MNTH TREASRY 46436E718   14,964,619 148,591 SH   SOLE   142,331 0 6,260
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   251,185 8,851 SH   SOLE   8,818 0 33
AIRBNB INC COM CL A 009066101   1,381,460 9,111 SH   SOLE   9,111 0 0
SOFI TECHNOLOGIES INC COM 83406F102   495,096 74,901 SH   SOLE   74,901 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,768,272 8,829 SH   SOLE   8,352 0 477
FIDELITY COVINGTON TRUST SUSTAINABLE U S 316092279   356,794 13,970 SH   SOLE   12,602 0 1,368
ARCADIUM LITHIUM PLC COM SHS G0508H110   58,941 17,542 SH   SOLE   15,202 0 2,340
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   465,412 8,872 SH   SOLE   8,872 0 0