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   4,626,934 40,709 SH   SOLE 0 250 0 40,459
ABBVIE INC COM 00287Y109   6,544,128 35,937 SH   SOLE 0 200 0 35,737
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,968,899 8,566 SH   SOLE 0 240 0 8,326
ADOBE INC COM 00724F101   515,200 1,021 SH   SOLE 0 0 0 1,021
ALLSTATE CORP COM 020002101   613,847 3,548 SH   SOLE 0 0 0 3,548
ALPHABET INC CAP STK CL A 02079K305   1,109,336 7,350 SH   SOLE 0 0 0 7,350
ALPHABET INC CAP STK CL C 02079K107   16,272,915 106,876 SH   SOLE 0 1,350 0 105,526
ALTRIA GROUP INC COM 02209S103   458,267 10,506 SH   SOLE 0 100 0 10,406
AMAZON COM INC COM 023135106   13,778,998 76,389 SH   SOLE 0 1,300 0 75,089
AMERICAN ELEC PWR CO INC COM 025537101   224,899 2,612 SH   SOLE 0 0 0 2,612
AMERICAN TOWER CORP NEW COM 03027X100   3,106,136 15,720 SH   SOLE 0 330 0 15,390
AMETEK INC COM 031100100   408,368 2,233 SH   SOLE 0 25 0 2,208
AMGEN INC COM 031162100   819,038 2,881 SH   SOLE 0 25 0 2,856
ANALOG DEVICES INC COM 032654105   6,603,938 33,389 SH   SOLE 0 500 0 32,889
APPLE INC COM 037833100   27,294,713 159,171 SH   SOLE 0 1,750 0 157,421
AUTOMATIC DATA PROCESSING IN COM 053015103   2,398,515 9,605 SH   SOLE 0 0 0 9,605
BCE INC COM NEW 05534B760   208,365 6,132 SH   SOLE 0 0 0 6,132
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,015,707 14,305 SH   SOLE 0 565 0 13,740
BLACKROCK INC COM 09247X101   9,074,559 10,885 SH   SOLE 0 120 0 10,765
BLACKSTONE INC COM 09260D107   890,229 6,777 SH   SOLE 0 0 0 6,777
BOSTON SCIENTIFIC CORP COM 101137107   694,593 10,142 SH   SOLE 0 100 0 10,042
BRISTOL-MYERS SQUIBB CO COM 110122108   731,400 13,487 SH   SOLE 0 0 0 13,487
BROADCOM INC COM 11135F101   15,492,578 11,689 SH   SOLE 0 111 0 11,578
CADENCE DESIGN SYSTEM INC COM 127387108   600,148 1,928 SH   SOLE 0 0 0 1,928
CHEVRON CORP NEW COM 166764100   1,309,873 8,304 SH   SOLE 0 0 0 8,304
CHURCH & DWIGHT CO INC COM 171340102   500,792 4,801 SH   SOLE 0 0 0 4,801
COCA COLA CO COM 191216100   392,959 6,423 SH   SOLE 0 0 0 6,423
COMCAST CORP NEW CL A 20030N101   543,469 12,537 SH   SOLE 0 0 0 12,537
COSTCO WHSL CORP NEW COM 22160K105   5,488,708 7,492 SH   SOLE 0 120 0 7,372
CROWDSTRIKE HLDGS INC CL A 22788C105   269,296 840 SH   SOLE 0 0 0 840
CROWN CASTLE INC COM 22822V101   1,121,328 10,596 SH   SOLE 0 0 0 10,596
DANAHER CORPORATION COM 235851102   453,600 1,816 SH   SOLE 0 0 0 1,816
DEERE & CO COM 244199105   439,903 1,071 SH   SOLE 0 0 0 1,071
DISNEY WALT CO COM 254687106   570,692 4,664 SH   SOLE 0 0 0 4,664
DOMINION ENERGY INC COM 25746U109   445,465 9,056 SH   SOLE 0 0 0 9,056
DUKE ENERGY CORP NEW COM NEW 26441C204   993,502 10,273 SH   SOLE 0 0 0 10,273
ELI LILLY & CO COM 532457108   15,012,279 19,297 SH   SOLE 0 240 0 19,057
EMERSON ELEC CO COM 291011104   419,200 3,696 SH   SOLE 0 0 0 3,696
ENTERPRISE PRODS PARTNERS L COM 293792107   518,237 17,760 SH   SOLE 0 0 0 17,760
EXXON MOBIL CORP COM 30231G102   2,176,245 18,722 SH   SOLE 0 0 0 18,722
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204   637,488 7,729 SH   SOLE 0 0 0 7,729
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   314,044 6,931 SH   SOLE 0 0 0 6,931
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   411,503 5,898 SH   SOLE 0 0 0 5,898
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865   568,530 13,402 SH   SOLE 0 0 0 13,402
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   5,462,494 120,558 SH   SOLE 0 5,215 0 115,343
FIDELITY NATL INFORMATION SV COM 31620M106   242,674 3,271 SH   SOLE 0 0 0 3,271
FIRST TR NAS100 EQ WEIGHTED SHS 337344105   556,683 4,493 SH   SOLE 0 0 0 4,493
FISERV INC COM 337738108   461,560 2,888 SH   SOLE 0 0 0 2,888
FIVE BELOW INC COM 33829M101   374,209 2,063 SH   SOLE 0 0 0 2,063
FLEXSHARES TR MORNSTAR UPSTR 33939L407   277,510 6,757 SH   SOLE 0 0 0 6,757
GENERAL DYNAMICS CORP COM 369550108   437,577 1,549 SH   SOLE 0 0 0 1,549
GENERAL MLS INC COM 370334104   803,046 11,477 SH   SOLE 0 0 0 11,477
GENUINE PARTS CO COM 372460105   550,002 3,550 SH   SOLE 0 0 0 3,550
GRAINGER W W INC COM 384802104   5,284,072 5,194 SH   SOLE 0 100 0 5,094
HOME DEPOT INC COM 437076102   7,242,825 18,881 SH   SOLE 0 200 0 18,681
HONEYWELL INTL INC COM 438516106   6,810,664 33,182 SH   SOLE 0 450 0 32,732
ILLINOIS TOOL WKS INC COM 452308109   5,244,610 19,545 SH   SOLE 0 0 0 19,545
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,401,944 32,030 SH   SOLE 0 581 0 31,449
INTERNATIONAL BUSINESS MACHS COM 459200101   361,869 1,895 SH   SOLE 0 25 0 1,870
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   5,679,897 213,932 SH   SOLE 0 1,494 0 212,438
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   624,249 6,146 SH   SOLE 0 0 0 6,146
INVESCO EXCHANGE TRADED FD T ENERGY EXPLORATI 46137V761   817,242 22,828 SH   SOLE 0 0 0 22,828
INVESCO QQQ TR UNIT SER 1 46090E103   3,993,208 8,994 SH   SOLE 0 0 0 8,994
IRON MTN INC DEL COM 46284V101   221,380 2,760 SH   SOLE 0 0 0 2,760
ISHARES TR MSCI USA MIN VOL 46429B697   492,119 5,888 SH   SOLE 0 0 0 5,888
ISHARES TR NATIONAL MUN ETF 464288414   327,965 3,048 SH   SOLE 0 0 0 3,048
ISHARES TR EXPND TEC SC ETF 464287549   534,144 6,198 SH   SOLE 0 0 0 6,198
ISHARES TR US CONSM STAPLES 464287812   1,529,669 22,618 SH   SOLE 0 0 0 22,618
ISHARES TR ESG AWRE 1 5 YR 46435G243   477,810 19,518 SH   SOLE 0 58 0 19,460
ISHARES TR US SML CAP EQT 46434V290   600,322 9,442 SH   SOLE 0 0 0 9,442
ISHARES TR CORE TOTAL USD 46434V613   619,298 13,584 SH   SOLE 0 0 0 13,584
ISHARES TR PFD AND INCM SEC 464288687   671,867 20,846 SH   SOLE 0 0 0 20,846
ISHARES TR US TREAS BD ETF 46429B267   22,133,366 972,041 SH   SOLE 0 5,342 0 966,699
ISHARES TR RUSSELL 3000 ETF 464287689   345,092 1,150 SH   SOLE 0 0 0 1,150
ISHARES TR CORE S&P US GWT 464287671   703,260 6,000 SH   SOLE 0 0 0 6,000
ISHARES TR FLTG RATE NT ETF 46429B655   273,784 5,362 SH   SOLE 0 0 0 5,362
ISHARES TR IBONDS DEC2026 46435GAA0   380,916 15,971 SH   SOLE 0 0 0 15,971
ISHARES TR IBONDS DEC25 ETF 46434VBD1   465,871 18,778 SH   SOLE 0 0 0 18,778
ISHARES TR TRS FLT RT BD 46434V860   257,100 5,072 SH   SOLE 0 0 0 5,072
ISHARES TR US AER DEF ETF 464288760   459,116 3,480 SH   SOLE 0 0 0 3,480
ISHARES TR BLACKROCK ULTRA 46434V878   576,965 11,411 SH   SOLE 0 0 0 11,411
ISHARES TR ISHS 5-10YR INVT 464288638   24,433,964 473,526 SH   SOLE 0 1,937 0 471,589
ISHARES TR IBONDS 27 ETF 46435UAA9   425,978 17,898 SH   SOLE 0 0 0 17,898
ISHARES TR ESG AWRE USD ETF 46435G193   1,313,608 57,138 SH   SOLE 0 238 0 56,900
ISHARES TR IBONDS DEC 26 46435U259   234,554 9,253 SH   SOLE 0 0 0 9,253
ISHARES TR CORE 1 5 YR USD 46432F859   251,052 5,292 SH   SOLE 0 0 0 5,292
ISHARES TR MBS ETF 464288588   404,096 4,372 SH   SOLE 0 22 0 4,350
ISHARES TR US OIL GS EX ETF 464288851   215,186 2,012 SH   SOLE 0 0 0 2,012
ISHARES TR MSCI INTL QUALTY 46434V456   2,381,515 60,048 SH   SOLE 0 0 0 60,048
ISHARES TR IBONDS DEC 29 46436E205   219,455 9,617 SH   SOLE 0 0 0 9,617
ISHARES TR IBONDS 24 TRM TS 46436E874   1,360,044 56,811 SH   SOLE 0 0 0 56,811
ISHARES TR CORE S&P500 ETF 464287200   4,354,542 8,283 SH   SOLE 0 16 0 8,267
ISHARES TR IBDS DEC28 ETF 46435U515   375,722 15,086 SH   SOLE 0 0 0 15,086
ISHARES TR IBONDS 25 TRM TS 46436E866   475,472 20,468 SH   SOLE 0 0 0 20,468
ISHARES TR US INFRASTRUC 46435U713   215,846 4,978 SH   SOLE 0 0 0 4,978
ISHARES TR ISHS 1-5YR INVS 464288646   3,679,997 71,763 SH   SOLE 0 0 0 71,763
J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399   6,439,885 68,197 SH   SOLE 0 4,749 0 63,448
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   409,157 7,072 SH   SOLE 0 0 0 7,072
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845   923,707 20,436 SH   SOLE 0 0 0 20,436
JOHNSON & JOHNSON COM 478160104   2,881,031 18,212 SH   SOLE 0 0 0 18,212
JPMORGAN CHASE & CO COM 46625H100   7,036,144 35,128 SH   SOLE 0 600 0 34,528
LOCKHEED MARTIN CORP COM 539830109   1,624,732 3,572 SH   SOLE 0 12 0 3,560
LULULEMON ATHLETICA INC COM 550021109   480,890 1,231 SH   SOLE 0 15 0 1,216
MASTERCARD INCORPORATED CL A 57636Q104   4,022,895 8,354 SH   SOLE 0 0 0 8,354
MCDONALDS CORP COM 580135101   8,982,862 31,860 SH   SOLE 0 250 0 31,610
MEDTRONIC PLC SHS G5960L103   269,729 3,095 SH   SOLE 0 0 0 3,095
MERCK & CO INC COM 58933Y105   3,519,137 26,670 SH   SOLE 0 0 0 26,670
META PLATFORMS INC CL A 30303M102   399,640 823 SH   SOLE 0 0 0 823
MICROSOFT CORP COM 594918104   36,361,138 86,426 SH   SOLE 0 865 0 85,561
MIDDLEBY CORP COM 596278101   214,860 1,336 SH   SOLE 0 0 0 1,336
MONDELEZ INTL INC CL A 609207105   324,073 4,630 SH   SOLE 0 50 0 4,580
NEXTERA ENERGY INC COM 65339F101   8,706,121 136,225 SH   SOLE 0 1,800 0 134,425
NIKE INC CL B 654106103   1,172,377 12,475 SH   SOLE 0 0 0 12,475
NOVARTIS AG SPONSORED ADR 66987V109   222,479 2,300 SH   SOLE 0 0 0 2,300
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   324,969 10,459 SH   SOLE 0 243 0 10,216
NUVEEN MUN VALUE FD INC COM 670928100   94,538 10,854 SH   SOLE 0 0 0 10,854
NVIDIA CORPORATION COM 67066G104   5,374,210 5,948 SH   SOLE 0 25 0 5,923
ORACLE CORP COM 68389X105   244,940 1,950 SH   SOLE 0 50 0 1,900
PACER FDS TR US CASH COWS 100 69374H881   4,761,063 81,932 SH   SOLE 0 98 0 81,834
PACER FDS TR GLOBL CASH ETF 69374H709   204,938 5,906 SH   SOLE 0 0 0 5,906
PACER FDS TR TRENDPILOT 100 69374H303   267,577 3,896 SH   SOLE 0 0 0 3,896
PACER FDS TR TRENDP US LAR CP 69374H105   842,160 17,648 SH   SOLE 0 0 0 17,648
PALO ALTO NETWORKS INC COM 697435105   1,117,767 3,934 SH   SOLE 0 0 0 3,934
PAYCHEX INC COM 704326107   388,375 3,163 SH   SOLE 0 0 0 3,163
PENNYMAC CORP NOTE 5.500%11/0 70932AAD5   50,235 51,000 PRN   SOLE 0 0 0 51,000
PEPSICO INC COM 713448108   10,386,534 59,348 SH   SOLE 0 695 0 58,653
PFIZER INC COM 717081103   244,283 8,803 SH   SOLE 0 0 0 8,803
PHILIP MORRIS INTL INC COM 718172109   268,918 2,935 SH   SOLE 0 0 0 2,935
PIMCO ETF TR MULTISECTOR BD 72201R585   314,169 12,196 SH   SOLE 0 0 0 12,196
PNC FINL SVCS GROUP INC COM 693475105   1,357,226 8,399 SH   SOLE 0 0 0 8,399
PROCTER AND GAMBLE CO COM 742718109   10,949,204 67,484 SH   SOLE 0 745 0 66,739
QUALCOMM INC COM 747525103   221,783 1,310 SH   SOLE 0 0 0 1,310
ROPER TECHNOLOGIES INC COM 776696106   4,435,458 7,909 SH   SOLE 0 120 0 7,789
ROYAL GOLD INC COM 780287108   321,944 2,643 SH   SOLE 0 0 0 2,643
RTX CORPORATION COM 75513E101   206,959 2,122 SH   SOLE 0 0 0 2,122
S&P GLOBAL INC COM 78409V104   963,006 2,264 SH   SOLE 0 10 0 2,254
SALESFORCE INC COM 79466L302   2,077,064 6,896 SH   SOLE 0 0 0 6,896
SCHNEIDER NATIONAL INC CL B 80689H102   23,365,816 1,032,059 SH   SOLE 0 11,124 0 1,020,935
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771   6,619,710 98,230 SH   SOLE 0 2,200 0 96,030
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   1,245,710 13,435 SH   SOLE 0 250 0 13,185
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   917,312 11,377 SH   SOLE 0 400 0 10,977
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,005,111 4,826 SH   SOLE 0 0 0 4,826
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,724,452 11,673 SH   SOLE 0 0 0 11,673
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   4,217,261 51,644 SH   SOLE 0 1,100 0 50,544
SELECT SECTOR SPDR TR ENERGY 81369Y506   681,357 7,217 SH   SOLE 0 0 0 7,217
SMUCKER J M CO COM NEW 832696405   251,992 2,002 SH   SOLE 0 0 0 2,002
SPDR GOLD TR GOLD SHS 78463V107   812,594 3,950 SH   SOLE 0 0 0 3,950
SPDR INDEX SHS FDS S&P NORTH AMER 78463X152   7,282,122 133,421 SH   SOLE 0 4,200 0 129,221
SPDR SER TR NUVEEN BLOOMBERG 78464A284   327,291 12,740 SH   SOLE 0 0 0 12,740
SPDR SER TR SPDR S&P 500 ETF 78468R796   279,270 6,525 SH   SOLE 0 0 0 6,525
STARBUCKS CORP COM 855244109   470,750 5,151 SH   SOLE 0 0 0 5,151
STRYKER CORPORATION COM 863667101   8,330,501 23,278 SH   SOLE 0 550 0 22,728
SYSCO CORP COM 871829107   1,111,760 13,695 SH   SOLE 0 0 0 13,695
TESLA INC COM 88160R101   1,604,260 9,126 SH   SOLE 0 60 0 9,066
THERMO FISHER SCIENTIFIC INC COM 883556102   5,848,240 10,062 SH   SOLE 0 150 0 9,912
TRANSDIGM GROUP INC COM 893641100   235,236 191 SH   SOLE 0 0 0 191
TRAVELERS COMPANIES INC COM 89417E109   369,354 1,605 SH   SOLE 0 0 0 1,605
UNION PAC CORP COM 907818108   8,710,241 35,418 SH   SOLE 0 300 0 35,118
UNITEDHEALTH GROUP INC COM 91324P102   13,306,460 26,898 SH   SOLE 0 365 0 26,533
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   674,490 9,287 SH   SOLE 0 0 0 9,287
VANGUARD INDEX FDS SMALL CP ETF 922908751   342,428 1,498 SH   SOLE 0 0 0 1,498
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   462,914 963 SH   SOLE 0 0 0 963
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   525,810 3,000 SH   SOLE 0 0 0 3,000
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   209,853 890 SH   SOLE 0 0 0 890
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   4,560,712 90,133 SH   SOLE 0 0 0 90,133
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   1,002,462 17,263 SH   SOLE 0 0 0 17,263
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   563,731 7,002 SH   SOLE 0 0 0 7,002
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   491,858 10,784 SH   SOLE 0 0 0 10,784
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   3,698,430 20,253 SH   SOLE 0 1,620 0 18,633
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   370,255 7,380 SH   SOLE 0 0 0 7,380
VANGUARD WORLD FD MEGA CAP INDEX 921910873   8,759,914 46,877 SH   SOLE 0 65 0 46,812
VANGUARD WORLD FD ESG US STK ETF 921910733   652,095 6,997 SH   SOLE 0 188 0 6,809
VARONIS SYS INC COM 922280102   483,493 10,250 SH   SOLE 0 0 0 10,250
VERIZON COMMUNICATIONS INC COM 92343V104   542,081 12,919 SH   SOLE 0 0 0 12,919
VERTEX PHARMACEUTICALS INC COM 92532F100   404,634 968 SH   SOLE 0 0 0 968
VISA INC COM CL A 92826C839   10,234,617 36,673 SH   SOLE 0 475 0 36,198
WALMART INC COM 931142103   361,992 6,016 SH   SOLE 0 0 0 6,016
WEC ENERGY GROUP INC COM 92939U106   1,273,599 15,509 SH   SOLE 0 0 0 15,509
YUM BRANDS INC COM 988498101   1,012,078 7,300 SH   SOLE 0 0 0 7,300
ZOETIS INC CL A 98978V103   225,726 1,334 SH   SOLE 0 0 0 1,334