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
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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
ABBOTT LABS COM 002824100   270,993 2,462 SH   SOLE   0 0 2,462
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,202,312 6,276 SH   SOLE   0 0 6,276
ADOBE INC COM 00724F101   1,106,097 1,854 SH   SOLE   0 0 1,854
ALPHABET INC CAP STK CL C 02079K107   606,422 4,303 SH   SOLE   0 0 4,303
ALPHABET INC CAP STK CL A 02079K305   745,247 5,335 SH   SOLE   0 0 5,335
AMAZON COM INC COM 023135106   1,928,575 12,693 SH   SOLE   0 0 12,693
AMERESCO INC CL A 02361E108   337,286 10,650 SH   SOLE   0 0 10,650
AMERICAN ELEC PWR CO INC COM 025537101   545,636 6,718 SH   SOLE   0 0 6,718
AMERICAN TOWER CORP NEW COM 03027X100   867,190 4,017 SH   SOLE   0 0 4,017
AMGEN INC COM 031162100   797,240 2,768 SH   SOLE   0 0 2,768
APPLE INC COM 037833100   3,823,840 19,861 SH   SOLE   0 0 19,861
ARK ETF TR INNOVATION ETF 00214Q104   418,960 8,000 SH   SOLE   0 0 8,000
BLACKROCK INC COM 09247X101   500,881 617 SH   SOLE   0 0 617
BOEING CO COM 097023105   448,336 1,720 SH   SOLE   0 0 1,720
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106   1,249,670 41,879 SH   SOLE   0 0 41,879
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101   2,450,929 86,820 SH   SOLE   0 0 86,820
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102   288,227 12,700 SH   SOLE   0 0 12,700
CHEVRON CORP NEW COM 166764100   433,907 2,909 SH   SOLE   0 0 2,909
CISCO SYS INC COM 17275R102   596,894 11,815 SH   SOLE   0 0 11,815
CLOROX CO DEL COM 189054109   312,558 2,192 SH   SOLE   0 0 2,192
COCA COLA CO COM 191216100   284,196 4,823 SH   SOLE   0 0 4,823
CONOCOPHILLIPS COM 20825C104   438,717 3,780 SH   SOLE   0 0 3,780
CONSTELLATION BRANDS INC CL A 21036P108   217,575 900 SH   SOLE   0 0 900
DANAHER CORPORATION COM 235851102   1,380,869 5,969 SH   SOLE   0 0 5,969
DUKE ENERGY CORP NEW COM NEW 26441C204   562,153 5,793 SH   SOLE   0 0 5,793
ECOLAB INC COM 278865100   347,113 1,750 SH   SOLE   0 0 1,750
ELEVANCE HEALTH INC COM 036752103   474,390 1,006 SH   SOLE   0 0 1,006
ELI LILLY & CO COM 532457108   2,367,239 4,061 SH   SOLE   0 0 4,061
EXXON MOBIL CORP COM 30231G102   468,290 4,684 SH   SOLE   0 0 4,684
FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305   223,218 8,510 SH   SOLE   0 0 8,510
FIDELITY COVINGTON TRUST DIVID ETF RISI 316092832   290,416 6,614 SH   SOLE   0 0 6,614
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   1,378,392 29,939 SH   SOLE   0 0 29,939
FLEETCOR TECHNOLOGIES INC COM 339041105   508,698 1,800 SH   SOLE   0 0 1,800
FLEXSHARES TR HIG YLD VL ETF 33939L662   468,575 11,465 SH   SOLE   0 0 11,465
GENUINE PARTS CO COM 372460105   282,956 2,043 SH   SOLE   0 0 2,043
GOLDMAN SACHS GROUP INC COM 38141G104   928,549 2,407 SH   SOLE   0 0 2,407
GRAINGER W W INC COM 384802104   992,771 1,198 SH   SOLE   0 0 1,198
HOME DEPOT INC COM 437076102   239,467 691 SH   SOLE   0 0 691
HONEYWELL INTL INC COM 438516106   556,571 2,654 SH   SOLE   0 0 2,654
ILLINOIS TOOL WKS INC COM 452308109   1,753,951 6,696 SH   SOLE   0 0 6,696
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827   1,292,667 52,633 SH   SOLE   0 0 52,633
INTEL CORP COM 458140100   226,583 4,509 SH   SOLE   0 0 4,509
INTUIT COM 461202103   339,392 543 SH   SOLE   0 0 543
INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804   619,128 13,106 SH   SOLE   0 0 13,106
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   197,865 14,877 SH   SOLE   0 0 14,877
IQVIA HLDGS INC COM 46266C105   503,252 2,175 SH   SOLE   0 0 2,175
ISHARES TR US REGNL BKS ETF 464288778   317,399 7,586 SH   SOLE   0 0 7,586
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609   235,625 3,857 SH   SOLE   0 0 3,857
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167   313,920 5,644 SH   SOLE   0 0 5,644
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670   617,614 13,117 SH   SOLE   0 0 13,117
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   481,269 9,485 SH   SOLE   0 0 9,485
JACOBS SOLUTIONS INC COM 46982L108   207,421 1,598 SH   SOLE   0 0 1,598
JOHNSON & JOHNSON COM 478160104   880,252 5,616 SH   SOLE   0 0 5,616
JPMORGAN CHASE & CO COM 46625H100   207,872 1,222 SH   SOLE   0 0 1,222
KEYCORP COM 493267108   226,080 15,700 SH   SOLE   0 0 15,700
KIMBERLY-CLARK CORP COM 494368103   273,398 2,250 SH   SOLE   0 0 2,250
LAM RESEARCH CORP COM 512807108   1,635,447 2,088 SH   SOLE   0 0 2,088
LAMAR ADVERTISING CO NEW CL A 512816109   584,540 5,500 SH   SOLE   0 0 5,500
LINDE PLC SHS G54950103   2,104,479 5,124 SH   SOLE   0 0 5,124
LOCKHEED MARTIN CORP COM 539830109   231,606 511 SH   SOLE   0 0 511
MCCORMICK & CO INC COM NON VTG 579780206   479,625 7,010 SH   SOLE   0 0 7,010
MCDONALDS CORP COM 580135101   497,544 1,678 SH   SOLE   0 0 1,678
MERCK & CO INC COM 58933Y105   287,268 2,635 SH   SOLE   0 0 2,635
META PLATFORMS INC CL A 30303M102   410,240 1,159 SH   SOLE   0 0 1,159
METLIFE INC COM 59156R108   504,242 7,625 SH   SOLE   0 0 7,625
MICROCHIP TECHNOLOGY INC. COM 595017104   999,736 11,086 SH   SOLE   0 0 11,086
MICRON TECHNOLOGY INC COM 595112103   260,373 3,051 SH   SOLE   0 0 3,051
MICROSOFT CORP COM 594918104   1,217,422 3,237 SH   SOLE   0 0 3,237
NETFLIX INC COM 64110L106   523,396 1,075 SH   SOLE   0 0 1,075
NEXTERA ENERGY INC COM 65339F101   1,195,485 19,682 SH   SOLE   0 0 19,682
NORTHROP GRUMMAN CORP COM 666807102   493,420 1,054 SH   SOLE   0 0 1,054
NUVEEN QUALITY MUNCP INCOME COM 67066V101   181,036 15,811 SH   SOLE   0 0 15,811
NUVEEN TAXABLE MUNICPAL INM COM 67074C103   229,145 14,512 SH   SOLE   0 0 14,512
NVIDIA CORPORATION COM 67066G104   2,113,104 4,267 SH   SOLE   0 0 4,267
PAYCHEX INC COM 704326107   995,998 8,362 SH   SOLE   0 0 8,362
PEPSICO INC COM 713448108   1,227,210 7,226 SH   SOLE   0 0 7,226
PHILIP MORRIS INTL INC COM 718172109   200,485 2,131 SH   SOLE   0 0 2,131
PHILLIPS 66 COM 718546104   528,342 3,968 SH   SOLE   0 0 3,968
PIMCO ETF TR SHTRM MUN BD ACT 72201R874   373,749 7,471 SH   SOLE   0 0 7,471
PINNACLE WEST CAP CORP COM 723484101   628,313 8,746 SH   SOLE   0 0 8,746
PPL CORP COM 69351T106   203,250 7,500 SH   SOLE   0 0 7,500
PROCTER AND GAMBLE CO COM 742718109   1,196,117 8,162 SH   SOLE   0 0 8,162
PROGRESSIVE CORP COM 743315103   424,641 2,666 SH   SOLE   0 0 2,666
PROLOGIS INC. COM 74340W103   200,484 1,504 SH   SOLE   0 0 1,504
ROPER TECHNOLOGIES INC COM 776696106   377,803 693 SH   SOLE   0 0 693
RTX CORPORATION COM 75513E101   846,220 10,057 SH   SOLE   0 0 10,057
SALESFORCE INC COM 79466L302   652,851 2,481 SH   SOLE   0 0 2,481
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   940,820 19,418 SH   SOLE   0 0 19,418
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755   3,505,689 103,934 SH   SOLE   0 0 103,934
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771   476,567 7,694 SH   SOLE   0 0 7,694
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   384,576 1,998 SH   SOLE   0 0 1,998
SNAP ON INC COM 833034101   598,188 2,071 SH   SOLE   0 0 2,071
SOUTHERN CO COM 842587107   767,043 10,939 SH   SOLE   0 0 10,939
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,115,470 2,347 SH   SOLE   0 0 2,347
SPDR SER TR PRTFLO S&P500 GW 78464A409   1,096,196 16,849 SH   SOLE   0 0 16,849
SPDR SER TR NUVEEN BLOOMBERG 78464A284   466,102 18,423 SH   SOLE   0 0 18,423
STARBUCKS CORP COM 855244109   402,965 4,197 SH   SOLE   0 0 4,197
STRYKER CORPORATION COM 863667101   438,410 1,464 SH   SOLE   0 0 1,464
TESLA INC COM 88160R101   688,539 2,771 SH   SOLE   0 0 2,771
THERMO FISHER SCIENTIFIC INC COM 883556102   203,293 383 SH   SOLE   0 0 383
T-MOBILE US INC COM 872590104   414,133 2,583 SH   SOLE   0 0 2,583
UBER TECHNOLOGIES INC COM 90353T100   272,017 4,418 SH   SOLE   0 0 4,418
UNILEVER PLC SPON ADR NEW 904767704   212,731 4,388 SH   SOLE   0 0 4,388
UNITEDHEALTH GROUP INC COM 91324P102   1,073,473 2,039 SH   SOLE   0 0 2,039
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   860,809 9,742 SH   SOLE   0 0 9,742
VANGUARD INDEX FDS SMALL CP ETF 922908751   828,080 3,882 SH   SOLE   0 0 3,882
VANGUARD INDEX FDS MID CAP ETF 922908629   868,967 3,735 SH   SOLE   0 0 3,735
VANGUARD INDEX FDS GROWTH ETF 922908736   2,749,667 8,845 SH   SOLE   0 0 8,845
VANGUARD INDEX FDS VALUE ETF 922908744   2,635,822 17,631 SH   SOLE   0 0 17,631
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   418,892 959 SH   SOLE   0 0 959
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,411,533 27,650 SH   SOLE   0 0 27,650
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   888,483 15,232 SH   SOLE   0 0 15,232
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623   308,468 1,681 SH   SOLE   0 0 1,681
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   863,300 11,158 SH   SOLE   0 0 11,158
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,841,521 16,497 SH   SOLE   0 0 16,497
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   1,464,110 22,020 SH   SOLE   0 0 22,020
VICTORY PORTFOLIOS II VICTORYSHARES WE 92647P126   704,784 21,659 SH   SOLE   0 0 21,659
VISA INC COM CL A 92826C839   1,747,730 6,713 SH   SOLE   0 0 6,713
WALMART INC COM 931142103   453,717 2,878 SH   SOLE   0 0 2,878
WASTE MGMT INC DEL COM 94106L109   481,959 2,691 SH   SOLE   0 0 2,691
WATERS CORP COM 941848103   431,950 1,312 SH   SOLE   0 0 1,312
WELLS FARGO CO NEW COM 949746101   2,219,872 45,101 SH   SOLE   0 0 45,101
WISDOMTREE TR US LARGECAP DIVD 97717W307   280,124 4,220 SH   SOLE   0 0 4,220
ZOETIS INC CL A 98978V103   231,121 1,171 SH   SOLE   0 0 1,171