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   851,023 8,190 SH   SOLE   8,190 0 0
ABBVIE INC COM 00287Y109   1,413,325 8,240 SH   SOLE   8,240 0 0
ALPHABET INC CAP STK CL C 02079K107   3,157,658 17,215 SH   SOLE   17,215 0 0
ALPHABET INC CAP STK CL A 02079K305   208,015 1,142 SH   SOLE   1,142 0 0
ALTRIA GROUP INC COM 02209S103   315,434 6,925 SH   SOLE   6,925 0 0
AMAZON COM INC COM 023135106   4,834,435 25,016 SH   SOLE   25,016 0 0
AMGEN INC COM 031162100   3,166,320 10,134 SH   SOLE   10,134 0 0
APPLE INC COM 037833100   8,694,710 41,282 SH   SOLE   41,282 0 0
AT&T INC COM 00206R102   337,712 17,672 SH   SOLE   17,672 0 0
AVERY DENNISON CORP COM 053611109   848,143 3,879 SH   SOLE   3,879 0 0
BANK AMERICA CORP COM 060505104   12,925 325 SH   SOLE   325 0 0
BANK AMERICA CORP COM 060505104   755,630 19,000 SH Call SOLE   19,000 0 0
BANK AMERICA CORP 7.25%CNV PFD L 060505682   94,497 79 SH   SOLE   79 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   612,241 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,747,124 9,211 SH   SOLE   9,211 0 0
BNY MELLON ETF TRUST US LRG CP CORE 09661T107   308,538 2,973 SH   SOLE   2,973 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   311,280 10,064 SH   SOLE   10,064 0 0
BROADCOM INC COM 11135F101   2,170,946 1,352 SH   SOLE   1,352 0 0
CATERPILLAR INC COM 149123101   1,493,742 4,484 SH   SOLE   4,484 0 0
CBIZ INC COM 124805102   4,271,495 57,645 SH   SOLE   57,645 0 0
CHEVRON CORP NEW COM 166764100   2,690,901 17,203 SH   SOLE   17,203 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,725,512 2,030 SH   SOLE   2,030 0 0
DEERE & CO COM 244199105   1,494,210 3,999 SH   SOLE   3,999 0 0
DOLLAR GEN CORP NEW COM 256677105   1,216,348 9,199 SH   SOLE   9,199 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,311,973 23,067 SH   SOLE   23,067 0 0
EA SERIES TRUST STRIVE 500 ETF 02072L680   707,828 20,241 SH   SOLE   20,241 0 0
EA SERIES TRUST STRIVE US ENERGY 02072L722   29,940 1,000 SH   SOLE   1,000 0 0
ELI LILLY & CO COM 532457108   1,844,356 2,037 SH   SOLE   2,037 0 0
ENBRIDGE INC COM 29250N105   313,833 8,818 SH   SOLE   8,818 0 0
EXXON MOBIL CORP COM 30231G102   1,429,100 12,414 SH   SOLE   12,414 0 0
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808   264,550 3,783 SH   SOLE   3,783 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   242,440 144 SH   SOLE   144 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,587,339 32,661 SH   SOLE   32,661 0 0
GE AEROSPACE COM NEW 369604301   2,799,268 17,609 SH   SOLE   17,609 0 0
GLOBAL X FDS 1-3 MONTH T-BILL 37960A438   3,864,076 38,460 SH   SOLE   38,460 0 0
HOME DEPOT INC COM 437076102   2,970,274 8,628 SH   SOLE   8,628 0 0
INNOVATOR ETFS TRUST US EQUITY ACCELE 45783Y103   3,320 100 SH   SOLE   100 0 0
INNOVATOR ETFS TRUST US EQUITY ACCELE 45783Y301   43,582 1,350 SH   SOLE   1,350 0 0
INNOVATOR ETFS TRUST U S EQ 10 BUFFER 45783Y442   170,100 6,000 SH   SOLE   6,000 0 0
INNOVATOR ETFS TRUST INNOVATOR US EQ 45783Y475   13,523 450 SH   SOLE   450 0 0
INNOVATOR ETFS TRUST DEFINED WLT SHLD 45783Y855   180,330 6,005 SH   SOLE   6,005 0 0
INNOVATOR ETFS TRUST US EQT ACLRTD 9 45783Y889   19,344 600 SH   SOLE   600 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   522,309 3,020 SH   SOLE   3,020 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   1,360,868 6,904 SH   SOLE   6,904 0 0
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   0 0 SH   SOLE   0 0 0
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258   79,249 950 SH   SOLE   950 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   732,196 4,457 SH   SOLE   4,457 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613   75,900 2,000 SH   SOLE   2,000 0 0
ISHARES TR MORNINGSTAR GRWT 464287119   6,200,511 76,164 SH   SOLE   76,164 0 0
ISHARES TR CORE S&P TTL STK 464287150   5,065 43 SH   SOLE   43 0 0
ISHARES TR TIPS BD ETF 464287176   224,238 2,100 SH   SOLE   2,100 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,650,006 3,015 SH   SOLE   3,015 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   17,036 400 SH   SOLE   400 0 0
ISHARES TR 20 YR TR BD ETF 464287432   9,178 100 SH   SOLE   100 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   176,703 2,164 SH   SOLE   2,164 0 0
ISHARES TR CORE S&P MCP ETF 464287507   190,541 3,256 SH   SOLE   3,256 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   22,980,595 131,717 SH   SOLE   131,717 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   32,291,752 88,589 SH   SOLE   88,589 0 0
ISHARES TR CORE S&P US VLU 464287663   246,764 2,800 SH   SOLE   2,800 0 0
ISHARES TR U.S. REAL ES ETF 464287739   1,178 13 SH   SOLE   13 0 0
ISHARES TR US CONSM STAPLES 464287812   25 0 SH   SOLE   0 0 0
ISHARES TR S&P SML 600 GWT 464287887   81,938 638 SH   SOLE   638 0 0
ISHARES TR MORNINGSTAR VALU 464288109   454,502 5,955 SH   SOLE   5,955 0 0
ISHARES TR MRGSTR MD CP ETF 464288208   7,659,514 109,275 SH   SOLE   109,275 0 0
ISHARES TR MRGSTR MD CP GRW 464288307   174,579 2,577 SH   SOLE   2,577 0 0
ISHARES TR MRGSTR MD CP VAL 464288406   5,663,302 80,628 SH   SOLE   80,628 0 0
ISHARES TR RUS TOP 200 ETF 464289446   13,260,635 98,997 SH   SOLE   98,997 0 0
JOHNSON & JOHNSON COM 478160104   2,969,602 20,317 SH   SOLE   20,317 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   212,004 944 SH   SOLE   944 0 0
LINDE PLC SHS G54950103   309,361 705 SH   SOLE   705 0 0
LOCKHEED MARTIN CORP COM 539830109   202,254 433 SH   SOLE   433 0 0
LOWES COS INC COM 548661107   1,137,546 5,160 SH   SOLE   5,160 0 0
MARATHON PETE CORP COM 56585A102   1,697,019 9,782 SH   SOLE   9,782 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,066,267 6,950 SH   SOLE   6,950 0 0
MERCK & CO INC COM 58933Y105   1,400,659 11,314 SH   SOLE   11,314 0 0
META PLATFORMS INC CL A 30303M102   378,165 750 SH   SOLE   750 0 0
MICROSOFT CORP COM 594918104   4,329,199 9,686 SH   SOLE   9,686 0 0
NORFOLK SOUTHN CORP COM 655844108   290,690 1,354 SH   SOLE   1,354 0 0
NUCOR CORP COM 670346105   385,873 2,441 SH   SOLE   2,441 0 0
NVIDIA CORPORATION COM 67066G104   6,288,203 50,900 SH   SOLE   50,900 0 0
NVIDIA CORPORATION COM 67066G104   12,354 100 SH Call SOLE   100 0 0
ORACLE CORP COM 68389X105   615,208 4,357 SH   SOLE   4,357 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   234,726 1,900 SH Call SOLE   1,900 0 0
PALO ALTO NETWORKS INC COM 697435105   961,093 2,835 SH   SOLE   2,835 0 0
PHILIP MORRIS INTL INC COM 718172109   675,162 6,663 SH   SOLE   6,663 0 0
PROCTER AND GAMBLE CO COM 742718109   3,160,528 19,164 SH   SOLE   19,164 0 0
ROYAL BK CDA COM 780087102   662,216 6,225 SH   SOLE   6,225 0 0
RTX CORPORATION COM 75513E101   82,822 825 SH   SOLE   825 0 0
RTX CORPORATION COM 75513E101   361,404 3,600 SH Call SOLE   3,600 0 0
SHOPIFY INC CL A 82509L107   531,703 8,050 SH   SOLE   8,050 0 0
SOUTHERN CO COM 842587107   284,682 3,670 SH   SOLE   3,670 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   50,272,530 92,375 SH   SOLE   92,375 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409   32,547,837 406,188 SH   SOLE   406,188 0 0
SPDR SER TR PRTFLO S&P500 VL 78464A508   30,435,789 624,452 SH   SOLE   624,452 0 0
SPDR SER TR S&P DIVID ETF 78464A763   208,575 1,640 SH   SOLE   1,640 0 0
SPDR SER TR PORTFOLI S&P1500 78464A805   48,930,225 737,456 SH   SOLE   737,456 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854   40,479 632 SH   SOLE   632 0 0
SPDR SER TR BLOOMBERG 3-12 M 78468R523   6,168,100 62,072 SH   SOLE   62,072 0 0
SPDR SER TR S&P KENSHO CLEAN 78468R655   42 1 SH   SOLE   1 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   1,471,013 16,028 SH   SOLE   16,028 0 0
T ROWE PRICE ETF INC CAP APPRECIATION 87283Q867   3,091,396 98,421 SH   SOLE   98,421 0 0
TESLA INC COM 88160R101   358,163 1,810 SH   SOLE   1,810 0 0
TRUIST FINL CORP COM 89832Q109   652,214 16,788 SH   SOLE   16,788 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   77,520 155 SH   SOLE   155 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   240,086 1,596 SH   SOLE   1,596 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   24,104 105 SH   SOLE   105 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   237,276 1,300 SH   SOLE   1,300 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   31,125,471 124,691 SH   SOLE   124,691 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   109,020 500 SH   SOLE   500 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,223,261 4,573 SH   SOLE   4,573 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   227,489 2,425 SH   SOLE   2,425 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   208,653 2,725 SH   SOLE   2,725 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   333,154 1,825 SH   SOLE   1,825 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816   62,842 200 SH   SOLE   200 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   74,537 629 SH   SOLE   629 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873   487,898 2,473 SH   SOLE   2,473 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,688,692 40,948 SH   SOLE   40,948 0 0
VISA INC COM CL A 92826C839   348,823 1,329 SH   SOLE   1,329 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   3,763,138 74,799 SH   SOLE   74,799 0 0
WISDOMTREE TR ARTIFICIAL INTEL 97717Y543   13,580 650 SH   SOLE   650 0 0