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   2,568,540 22,598 SH   SOLE   0 0 22,598
ABBVIE INC COM 00287Y109   3,046,141 16,728 SH   SOLE   0 0 16,728
ADVANCED MICRO DEVICES INC COM 007903107   304,848 1,689 SH   SOLE   0 0 1,689
AFLAC INC COM 001055102   3,147,418 36,658 SH   SOLE   0 0 36,658
AIR PRODS & CHEMS INC COM 009158106   2,180,411 9,000 SH   SOLE   0 0 9,000
ALPHABET INC CAP STK CL A 02079K305   791,628 5,245 SH   SOLE   0 0 5,245
AMAZON COM INC COM 023135106   1,654,085 9,170 SH   SOLE   0 0 9,170
AMERICAN CENTY ETF TR US SML CP VALU 025072877   2,681,582 28,616 SH   SOLE   0 0 28,616
AMERICAN EXPRESS CO COM 025816109   360,885 1,585 SH   SOLE   0 0 1,585
APOLLO COML REAL EST FIN INC COM 03762U105   130,338 11,700 SH   SOLE   0 0 11,700
APPLE INC COM 037833100   4,930,254 28,751 SH   SOLE   0 0 28,751
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,005,407 1,036 SH   SOLE   0 0 1,036
ATMOS ENERGY CORP COM 049560105   2,538,660 21,357 SH   SOLE   0 0 21,357
AUTOMATIC DATA PROCESSING IN COM 053015103   2,959,175 11,849 SH   SOLE   0 0 11,849
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,222,441 10,041 SH   SOLE   0 0 10,041
BROWN & BROWN INC COM 115236101   3,555,025 40,610 SH   SOLE   0 0 40,610
CADENCE DESIGN SYSTEM INC COM 127387108   244,355 785 SH   SOLE   0 0 785
CANADIAN PACIFIC KANSAS CITY COM 13646K108   901,626 10,226 SH   SOLE   0 0 10,226
CATERPILLAR INC COM 149123101   3,549,266 9,686 SH   SOLE   0 0 9,686
CINTAS CORP COM 172908105   3,563,466 5,187 SH   SOLE   0 0 5,187
DEERE & CO COM 244199105   213,585 520 SH   SOLE   0 0 520
EATON VANCE NATL MUN OPPORT COM SHS 27829L105   385,899 23,261 SH   SOLE   0 0 23,261
ELI LILLY & CO COM 532457108   539,941 694 SH   SOLE   0 0 694
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   352,210 22,391 SH   SOLE   0 0 22,391
EXPEDITORS INTL WASH INC COM 302130109   2,847,010 23,419 SH   SOLE   0 0 23,419
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   888,003 12,728 SH   SOLE   0 0 12,728
HOME DEPOT INC COM 437076102   228,427 595 SH   SOLE   0 0 595
HONEYWELL INTL INC COM 438516106   1,034,050 5,038 SH   SOLE   0 0 5,038
ILLINOIS TOOL WKS INC COM 452308109   2,794,214 10,413 SH   SOLE   0 0 10,413
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827   2,517,341 103,212 SH   SOLE   0 0 103,212
INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800   320,246 10,173 SH   SOLE   0 0 10,173
INTERNATIONAL BUSINESS MACHS COM 459200101   255,302 1,337 SH   SOLE   0 0 1,337
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370   921,709 10,505 SH   SOLE   0 0 10,505
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   537,750 3,175 SH   SOLE   0 0 3,175
ISHARES TR CORE DIV GRWTH 46434V621   28,102,035 484,017 SH   SOLE   0 0 484,017
ISHARES TR CORE S&P SCP ETF 464287804   14,553,176 131,679 SH   SOLE   0 0 131,679
ISHARES TR CORE S&P US VLU 464287663   1,876,232 20,746 SH   SOLE   0 0 20,746
ISHARES TR CORE US AGGBD ET 464287226   32,890,138 335,819 SH   SOLE   0 0 335,819
ISHARES TR EXPANDED TECH 464287515   497,550 5,835 SH   SOLE   0 0 5,835
ISHARES TR EXPND TEC SC ETF 464287549   21,363,686 247,896 SH   SOLE   0 0 247,896
ISHARES TR GLOBAL 100 ETF 464287572   582,774 6,518 SH   SOLE   0 0 6,518
ISHARES TR IBOXX HI YD ETF 464288513   262,494 3,377 SH   SOLE   0 0 3,377
ISHARES TR NATIONAL MUN ETF 464288414   6,417,299 59,640 SH   SOLE   0 0 59,640
ISHARES TR PFD AND INCM SEC 464288687   250,975 7,787 SH   SOLE   0 0 7,787
ISHARES TR RUS MDCP VAL ETF 464287473   259,433 2,070 SH   SOLE   0 0 2,070
ISHARES TR S&P 500 GRWT ETF 464287309   219,206 2,596 SH   SOLE   0 0 2,596
ISHARES TR SHRT NAT MUN ETF 464288158   401,057 3,829 SH   SOLE   0 0 3,829
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   502,963 8,693 SH   SOLE   0 0 8,693
J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159   259,738 5,701 SH   SOLE   0 0 5,701
JOHNSON & JOHNSON COM 478160104   373,605 2,362 SH   SOLE   0 0 2,362
JPMORGAN CHASE & CO COM 46625H100   656,183 3,276 SH   SOLE   0 0 3,276
LINDE PLC SHS G54950103   3,146,232 6,776 SH   SOLE   0 0 6,776
LOWES COS INC COM 548661107   3,058,154 12,005 SH   SOLE   0 0 12,005
MAINSTAY MACKAY DEFINEDTERM COM 56064K100   194,639 11,905 SH   SOLE   0 0 11,905
MASTERCARD INCORPORATED CL A 57636Q104   244,764 508 SH   SOLE   0 0 508
MCDONALDS CORP COM 580135101   2,692,624 9,550 SH   SOLE   0 0 9,550
META PLATFORMS INC CL A 30303M102   660,874 1,361 SH   SOLE   0 0 1,361
MICROSOFT CORP COM 594918104   3,271,521 7,776 SH   SOLE   0 0 7,776
NEXTERA ENERGY INC COM 65339F101   2,675,320 41,861 SH   SOLE   0 0 41,861
NORDSON CORP COM 655663102   2,589,879 9,434 SH   SOLE   0 0 9,434
NVIDIA CORPORATION COM 67066G104   3,048,723 3,374 SH   SOLE   0 0 3,374
OREILLY AUTOMOTIVE INC COM 67103H107   314,958 279 SH   SOLE   0 0 279
PRICE T ROWE GROUP INC COM 74144T108   2,661,594 21,831 SH   SOLE   0 0 21,831
PROSHARES TR S&P 500 DV ARIST 74348A467   1,104,616 10,893 SH   SOLE   0 0 10,893
ROPER TECHNOLOGIES INC COM 776696106   3,025,357 5,394 SH   SOLE   0 0 5,394
S&P GLOBAL INC COM 78409V104   2,810,388 6,606 SH   SOLE   0 0 6,606
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   36,365,605 595,669 SH   SOLE   0 0 595,669
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   41,415,360 513,647 SH   SOLE   0 0 513,647
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   62,678,665 675,999 SH   SOLE   0 0 675,999
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   386,353 2,101 SH   SOLE   0 0 2,101
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   11,615,802 78,629 SH   SOLE   0 0 78,629
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   227,847 1,094 SH   SOLE   0 0 1,094
SHERWIN WILLIAMS CO COM 824348106   3,539,136 10,190 SH   SOLE   0 0 10,190
SMITH A O CORP COM 831865209   3,239,181 36,208 SH   SOLE   0 0 36,208
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,226,422 6,168 SH   SOLE   0 0 6,168
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   320,486 576 SH   SOLE   0 0 576
SPDR SER TR NUVEEN BLOOMBERG 78464A284   840,269 32,708 SH   SOLE   0 0 32,708
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   347,310 17,000 SH   SOLE   0 0 17,000
TARGET CORP COM 87612E106   2,804,981 15,829 SH   SOLE   0 0 15,829
TESLA INC COM 88160R101   499,771 2,843 SH   SOLE   0 0 2,843
T-MOBILE US INC COM 872590104   664,142 4,069 SH   SOLE   0 0 4,069
TRANSOCEAN LTD REGISTERED SHS H8817H100   70,367 11,205 SH   SOLE   0 0 11,205
UNITEDHEALTH GROUP INC COM 91324P102   276,784 559 SH   SOLE   0 0 559
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   238,039 1,058 SH   SOLE   0 0 1,058
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   1,193,054 16,426 SH   SOLE   0 0 16,426
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,725,464 7,750 SH   SOLE   0 0 7,750
VANGUARD INDEX FDS TOTAL STK MKT 922908769   14,005,280 53,887 SH   SOLE   0 0 53,887
VANGUARD INDEX FDS VALUE ETF 922908744   237,776 1,460 SH   SOLE   0 0 1,460
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   230,848 2,986 SH   SOLE   0 0 2,986
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   766,779 4,199 SH   SOLE   0 0 4,199