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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
PFIZER INC COM 717081103 340 8,800 SH   SOLE 0 0 0 8,800
AMERICAN TOWER CORP NEW COM 03027X100 4,392 17,538 SH   SOLE 0 0 0 17,538
DISNEY WALT CO COM 254687106 9,953 53,704 SH   SOLE 0 0 0 53,704
BOSTON SCIENTIFIC CORP COM 101137107 529 11,998 SH   SOLE 0 0 0 11,998
DIGITAL RLTY TR INC COM 253868103 3,010 20,193 SH   SOLE 0 0 0 20,193
BECTON DICKINSON & CO COM 075887109 3,174 12,626 SH   SOLE 0 0 0 12,626
ISHARES TR SHRT NAT MUN ETF 464288158 477 4,420 SH   SOLE 0 0 0 4,420
ACTIVISION BLIZZARD INC COM 00507V109 1,140 12,374 SH   SOLE 0 0 0 12,374
DANAHER CORPORATION COM 235851102 216 840 SH   SOLE 0 0 0 840
MASTERCARD INCORPORATED CL A 57636Q104 3,566 9,167 SH   SOLE 0 0 0 9,167
ISHARES TR NATIONAL MUN ETF 464288414 2,587 22,160 SH   SOLE 0 0 0 22,160
PIMCO ETF TR ACTIVE BD ETF 72201R775 1,523 13,791 SH   SOLE 0 0 0 13,791
KIMBERLY-CLARK CORP COM 494368103 408 3,075 SH   SOLE 0 0 0 3,075
ABBOTT LABS COM 002824100 11,122 91,910 SH   SOLE 0 0 0 91,910
ISHARES TR TIPS BD ETF 464287176 261 2,053 SH   SOLE 0 0 0 2,053
PEPSICO INC COM 713448108 9,266 64,376 SH   SOLE 0 0 0 64,376
GENUINE PARTS CO COM 372460105 710 5,650 SH   SOLE 0 0 0 5,650
COSTCO WHSL CORP NEW COM 22160K105 750 2,007 SH   SOLE 0 0 0 2,007
NEXTERA ENERGY INC COM 65339F101 10,964 141,988 SH   SOLE 0 0 0 141,988
UNION PAC CORP COM 907818108 7,785 34,679 SH   SOLE 0 0 0 34,679
TRAVELERS COMPANIES INC COM 89417E109 1,043 6,696 SH   SOLE 0 0 0 6,696
ISHARES TR 0-5 YR TIPS ETF 46429B747 504 4,740 SH   SOLE 0 0 0 4,740
AT&T INC COM 00206R102 1,267 40,433 SH   SOLE 0 0 0 40,433
APPLE INC COM 037833100 28,409 212,836 SH   SOLE 0 0 0 212,836
FIRST TR NAS100 EQ WEIGHTED SHS 337344105 996 9,212 SH   SOLE 0 0 0 9,212
ISHARES TR MSCI USA MIN VOL 46429B697 1,865 25,868 SH   SOLE 0 0 0 25,868
GRAINGER W W INC COM 384802104 322 750 SH   SOLE 0 0 0 750
HECLA MNG CO COM 422704106 84 14,000 SH   SOLE 0 0 0 14,000
ARK ETF TR INNOVATION ETF 00214Q104 353 2,896 SH   SOLE 0 0 0 2,896
GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 761 14,192 SH   SOLE 0 0 0 14,192
AMAZON COM INC COM 023135106 14,784 4,259 SH   SOLE 0 0 0 4,259
PAYCHEX INC COM 704326107 464 4,670 SH   SOLE 0 0 0 4,670
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 219 749 SH   SOLE 0 0 0 749
MERCK & CO. INC COM 58933Y105 3,669 49,794 SH   SOLE 0 0 0 49,794
PALO ALTO NETWORKS INC COM 697435105 240 675 SH   SOLE 0 0 0 675
ISHARES TR MSCI USA QLT FCT 46432F339 854 6,640 SH   SOLE 0 0 0 6,640
PHILIP MORRIS INTL INC COM 718172109 689 7,242 SH   SOLE 0 0 0 7,242
ENTERPRISE PRODS PARTNERS L COM 293792107 442 18,860 SH   SOLE 0 0 0 18,860
SLEEP NUMBER CORP COM 83125X103 540 4,800 SH   SOLE 0 0 0 4,800
COLGATE PALMOLIVE CO COM 194162103 269 3,375 SH   SOLE 0 0 0 3,375
ISHARES GOLD TR ISHARES 464285105 352 20,815 SH   SOLE 0 0 0 20,815
PROCTER AND GAMBLE CO COM 742718109 9,354 70,591 SH   SOLE 0 0 0 70,591
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,169 35,422 SH   SOLE 0 0 0 35,422
PACER FDS TR TRENDPILOT US BD 69374H642 496 18,056 SH   SOLE 0 0 0 18,056
STRYKER CORPORATION COM 863667101 3,544 13,453 SH   SOLE 0 0 0 13,453
DUKE ENERGY CORP NEW COM NEW 26441C204 1,366 13,718 SH   SOLE 0 0 0 13,718
TWILIO INC CL A 90138F102 1,026 2,733 SH   SOLE 0 0 0 2,733
NIKE INC CL B 654106103 5,887 44,175 SH   SOLE 0 0 0 44,175
WALMART INC COM 931142103 3,825 27,393 SH   SOLE 0 0 0 27,393
VANGUARD WELLINGTON FD US VALUE FACTR 921935805 297 3,020 SH   SOLE 0 0 0 3,020
VEEVA SYS INC CL A COM 922475108 1,028 3,645 SH   SOLE 0 0 0 3,645
INTEL CORP COM 458140100 3,424 58,755 SH   SOLE 0 0 0 58,755
US BANCORP DEL COM NEW 902973304 444 7,400 SH   SOLE 0 0 0 7,400
BCE INC COM NEW 05534B760 289 6,115 SH   SOLE 0 0 0 6,115
ISHARES TR CORE TOTAL USD 46434V613 1,370 25,850 SH   SOLE 0 0 0 25,850
ISHARES TR INTRM GOV CR ETF 464288612 1,133 9,821 SH   SOLE 0 0 0 9,821
COMCAST CORP NEW CL A 20030N101 5,857 103,849 SH   SOLE 0 0 0 103,849
JPMORGAN CHASE & CO COM 46625H100 5,552 35,778 SH   SOLE 0 0 0 35,778
CISCO SYS INC COM 17275R102 910 17,687 SH   SOLE 0 0 0 17,687
BRISTOL-MYERS SQUIBB CO COM 110122108 1,748 27,790 SH   SOLE 0 0 0 27,790
ISHARES TR CORE S&P US GWT 464287671 723 7,400 SH   SOLE 0 0 0 7,400
ISHARES TR RUSSELL 3000 ETF 464287689 452 1,800 SH   SOLE 0 0 0 1,800
ANALOG DEVICES INC COM 032654105 5,116 32,380 SH   SOLE 0 0 0 32,380
EXXON MOBIL CORP COM 30231G102 1,172 19,886 SH   SOLE 0 0 0 19,886
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 681 2,909 SH   SOLE 0 0 0 2,909
ABBVIE INC COM 00287Y109 4,218 38,038 SH   SOLE 0 0 0 38,038
LEIDOS HOLDINGS INC COM 525327102 227 2,255 SH   SOLE 0 0 0 2,255
CHEVRON CORP NEW COM 166764100 901 8,425 SH   SOLE 0 0 0 8,425
T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 247 8,066 SH   SOLE 0 0 0 8,066
BROADCOM INC COM 11135F101 1,754 3,761 SH   SOLE 0 0 0 3,761
SYSCO CORP COM 871829107 1,255 14,911 SH   SOLE 0 0 0 14,911
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,867 21,135 SH   SOLE 0 0 0 21,135
SPDR SER TR NUVEEN BBG BRCLY 78464A284 232 3,877 SH   SOLE 0 0 0 3,877
PALANTIR TECHNOLOGIES INC CL A 69608A108 248 10,629 SH   SOLE 0 0 0 10,629
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 519 11,307 SH   SOLE 0 0 0 11,307
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 5,192 344,729 SH   SOLE 0 0 0 344,729
VISA INC COM CL A 92826C839 11,688 49,345 SH   SOLE 0 0 0 49,345
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,692 11,001 SH   SOLE 0 0 0 11,001
ISHARES TR 3 7 YR TREAS BD 464288661 229 1,754 SH   SOLE 0 0 0 1,754
FIDELITY COVINGTON TRUST TOTAL BD ETF 316188309 863 16,364 SH   SOLE 0 0 0 16,364
AVINO SILVER & GOLD MINES LT COM 053906103 16 13,000 SH   SOLE 0 0 0 13,000
MONDELEZ INTL INC CL A 609207105 5,408 88,781 SH   SOLE 0 0 0 88,781
ROPER TECHNOLOGIES INC COM 776696106 3,144 7,051 SH   SOLE 0 0 0 7,051
ISHARES TR CORE S&P TTL STK 464287150 215 2,215 SH   SOLE 0 0 0 2,215
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 800 5,647 SH   SOLE 0 0 0 5,647
AUTOMATIC DATA PROCESSING IN COM 053015103 4,659 24,728 SH   SOLE 0 0 0 24,728
NUVEEN MUN VALUE FD INC COM 670928100 153 13,604 SH   SOLE 0 0 0 13,604
ILLINOIS TOOL WKS INC COM 452308109 4,668 20,227 SH   SOLE 0 0 0 20,227
FACEBOOK INC CL A 30303M102 1,661 5,041 SH   SOLE 0 0 0 5,041
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,239 23,494 SH   SOLE 0 0 0 23,494
LILLY ELI & CO COM 532457108 6,666 36,586 SH   SOLE 0 0 0 36,586
VANGUARD INDEX FDS SMALL CP ETF 922908751 295 1,308 SH   SOLE 0 0 0 1,308
SPDR SER TR WELLS FG PFD ETF 78464A292 285 6,517 SH   SOLE 0 0 0 6,517
PNC FINL SVCS GROUP INC COM 693475105 6,190 32,720 SH   SOLE 0 0 0 32,720
SALESFORCE COM INC COM 79466L302 3,285 14,016 SH   SOLE 0 0 0 14,016
ALTRIA GROUP INC COM 02209S103 351 7,540 SH   SOLE 0 0 0 7,540
HOME DEPOT INC COM 437076102 6,604 20,300 SH   SOLE 0 0 0 20,300
MERCADOLIBRE INC COM 58733R102 257 162 SH   SOLE 0 0 0 162
SMUCKER J M CO COM NEW 832696405 222 1,683 SH   SOLE 0 0 0 1,683
ISHARES TR CORE US AGGBD ET 464287226 19,385 169,494 SH   SOLE 0 0 0 169,494
TRANSUNION COM 89400J107 1,197 11,445 SH   SOLE 0 0 0 11,445
VARONIS SYS INC COM 922280102 883 16,200 SH   SOLE 0 0 0 16,200
COCA COLA CO COM 191216100 327 6,022 SH   SOLE 0 0 0 6,022
NETFLIX INC COM 64110L106 324 636 SH   SOLE 0 0 0 636
INVESCO QQQ TR UNIT SER 1 46090E103 4,608 13,543 SH   SOLE 0 0 0 13,543
TESLA INC COM 88160R101 846 1,249 SH   SOLE 0 0 0 1,249
VERIZON COMMUNICATIONS INC COM 92343V104 6,802 118,659 SH   SOLE 0 0 0 118,659
UNITEDHEALTH GROUP INC COM 91324P102 10,841 26,997 SH   SOLE 0 0 0 26,997
SOUTHERN CO COM 842587107 362 5,555 SH   SOLE 0 0 0 5,555
NVIDIA CORPORATION COM 67066G104 828 1,350 SH   SOLE 0 0 0 1,350
YUM BRANDS INC COM 988498101 1,528 12,851 SH   SOLE 0 0 0 12,851
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 559 3,000 SH   SOLE 0 0 0 3,000
LOCKHEED MARTIN CORP COM 539830109 1,435 3,773 SH   SOLE 0 0 0 3,773
COEUR MNG INC COM NEW 192108504 91 11,000 SH   SOLE 0 0 0 11,000
FIDELITY NATL INFORMATION SV COM 31620M106 1,339 8,601 SH   SOLE 0 0 0 8,601
AMERICAN ELEC PWR CO INC COM 025537101 1,112 12,621 SH   SOLE 0 0 0 12,621
SCHWAB STRATEGIC TR US TIPS ETF 808524870 670 10,822 SH   SOLE 0 0 0 10,822
INTERNATIONAL BUSINESS MACHS COM 459200101 544 3,770 SH   SOLE 0 0 0 3,770
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 368 4,451 SH   SOLE 0 0 0 4,451
3M CO COM 88579Y101 746 3,750 SH   SOLE 0 0 0 3,750
ISHARES TR MSCI ACWI ETF 464288257 285 2,843 SH   SOLE 0 0 0 2,843
ALLSTATE CORP COM 020002101 3,390 26,514 SH   SOLE 0 0 0 26,514
LAUDER ESTEE COS INC CL A 518439104 1,903 6,007 SH   SOLE 0 0 0 6,007
STARBUCKS CORP COM 855244109 1,430 12,479 SH   SOLE 0 0 0 12,479
DOMINION ENERGY INC COM 25746U109 1,899 24,027 SH   SOLE 0 0 0 24,027
MICROSOFT CORP COM 594918104 27,013 106,977 SH   SOLE 0 0 0 106,977
WEC ENERGY GROUP INC COM 92939U106 1,276 13,328 SH   SOLE 0 0 0 13,328
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,793 3,475 SH   SOLE 0 0 0 3,475
GENERAL MLS INC COM 370334104 1,037 16,875 SH   SOLE 0 0 0 16,875
SPDR GOLD TR GOLD SHS 78463V107 790 4,750 SH   SOLE 0 0 0 4,750
BLACKSTONE GROUP INC COM 09260D107 483 5,400 SH   SOLE 0 0 0 5,400
MCDONALDS CORP COM 580135101 9,129 38,813 SH   SOLE 0 0 0 38,813
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 271 2,225 SH   SOLE 0 0 0 2,225
ISHARES TR CORE 1 5 YR USD 46432F859 1,083 21,092 SH   SOLE 0 0 0 21,092
ALPHABET INC CAP STK CL A 02079K305 747 312 SH   SOLE 0 0 0 312
MCCORMICK & CO INC COM NON VTG 579780206 255 2,813 SH   SOLE 0 0 0 2,813
BIOMARIN PHARMACEUTICAL INC COM 09061G101 258 3,216 SH   SOLE 0 0 0 3,216
ISHARES TR MBS ETF 464288588 1,655 15,221 SH   SOLE 0 0 0 15,221
ISHARES TR MSCI INTL MOMENT 46434V449 383 9,651 SH   SOLE 0 0 0 9,651
ALPHABET INC CAP STK CL C 02079K107 13,600 5,597 SH   SOLE 0 0 0 5,597
CLOROX CO DEL COM 189054109 2,984 16,050 SH   SOLE 0 0 0 16,050
SPDR SER TR SPDR S&P 500 ETF 78468R796 208 2,000 SH   SOLE 0 0 0 2,000
VERTEX PHARMACEUTICALS INC COM 92532F100 1,304 6,154 SH   SOLE 0 0 0 6,154
SPDR SER TR NUVEEN BLMBRG SR 78468R739 625 12,608 SH   SOLE 0 0 0 12,608
HONEYWELL INTL INC COM 438516106 8,666 38,704 SH   SOLE 0 0 0 38,704
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 479 25,975 SH   SOLE 0 0 0 25,975
EMERSON ELEC CO COM 291011104 315 3,400 SH   SOLE 0 0 0 3,400
PIMCO ETF TR INTER MUN BD ACT 72201R866 825 14,578 SH   SOLE 0 0 0 14,578
FISERV INC COM 337738108 574 4,694 SH   SOLE 0 0 0 4,694
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 487 4,778 SH   SOLE 0 0 0 4,778
BAXTER INTL INC COM 071813109 264 3,095 SH   SOLE 0 0 0 3,095
CROWDSTRIKE HLDGS INC CL A 22788C105 270 1,275 SH   SOLE 0 0 0 1,275
ISHARES TR CORE S&P500 ETF 464287200 4,075 9,665 SH   SOLE 0 0 0 9,665
ALMADEN MINERALS LTD COM CL B 020283305 6 10,000 SH   SOLE 0 0 0 10,000
FIVE BELOW INC COM 33829M101 527 2,602 SH   SOLE 0 0 0 2,602
VANGUARD BD INDEX FDS INTERMED TERM 921937819 283 3,176 SH   SOLE 0 0 0 3,176
MEDTRONIC PLC SHS G5960L103 562 4,275 SH   SOLE 0 0 0 4,275
ISHARES TR MSCI USA ESG SLC 464288802 238 2,562 SH   SOLE 0 0 0 2,562
BLACKROCK INC COM 09247X101 9,379 11,337 SH   SOLE 0 0 0 11,337
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 239 4,335 SH   SOLE 0 0 0 4,335
ZSCALER INC COM 98980G102 641 3,424 SH   SOLE 0 0 0 3,424
ISHARES TR SHORT TREAS BD 464288679 259 2,346 SH   SOLE 0 0 0 2,346
ISHARES TR MSCI USA MMENTM 46432F396 453 2,611 SH   SOLE 0 0 0 2,611
THERMO FISHER SCIENTIFIC INC COM 883556102 2,079 4,476 SH   SOLE 0 0 0 4,476
PAYPAL HLDGS INC COM 70450Y103 2,643 9,868 SH   SOLE 0 0 0 9,868
CROWN CASTLE INTL CORP NEW COM 22822V101 2,498 13,289 SH   SOLE 0 0 0 13,289
JOHNSON & JOHNSON COM 478160104 7,740 47,138 SH   SOLE 0 0 0 47,138
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,027 10,956 SH   SOLE 0 0 0 10,956
SCHNEIDER NATIONAL INC CL B 80689H102 31,750 1,316,320 SH   SOLE 0 0 0 1,316,320
S&P GLOBAL INC COM 78409V104 985 2,509 SH   SOLE 0 0 0 2,509
ISHARES INC MSCI GBL MIN VOL 464286525 345 3,392 SH   SOLE 0 0 0 3,392
FIDELITY COVINGTON TRUST LTD TRM BD ETF 316188200 1,750 33,450 SH   SOLE 0 0 0 33,450