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   4,138,395 39,827 SH   SOLE 0 250 0 39,577
ABBVIE INC COM 00287Y109   6,021,553 35,107 SH   SOLE 0 200 0 34,907
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,679,140 8,830 SH   SOLE 0 300 0 8,530
ADOBE INC COM 00724F101   539,436 971 SH   SOLE 0 0 0 971
ALLSTATE CORP COM 020002101   566,481 3,548 SH   SOLE 0 0 0 3,548
ALPHABET INC CAP STK CL A 02079K305   1,337,901 7,345 SH   SOLE 0 0 0 7,345
ALPHABET INC CAP STK CL C 02079K107   19,280,867 105,119 SH   SOLE 0 1,350 0 103,769
ALTRIA GROUP INC COM 02209S103   348,835 7,658 SH   SOLE 0 0 0 7,658
AMAZON COM INC COM 023135106   14,828,474 76,732 SH   SOLE 0 1,300 0 75,432
AMERICAN ELEC PWR CO INC COM 025537101   220,436 2,512 SH   SOLE 0 0 0 2,512
AMERICAN TOWER CORP NEW COM 03027X100   2,967,140 15,265 SH   SOLE 0 330 0 14,935
AMETEK INC COM 031100100   375,388 2,252 SH   SOLE 0 25 0 2,227
AMGEN INC COM 031162100   886,059 2,836 SH   SOLE 0 0 0 2,836
ANALOG DEVICES INC COM 032654105   7,739,964 34,050 SH   SOLE 0 600 0 33,450
APPLE INC COM 037833100   33,818,173 160,565 SH   SOLE 0 1,550 0 159,015
AUTOMATIC DATA PROCESSING IN COM 053015103   2,302,281 9,645 SH   SOLE 0 0 0 9,645
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,675,836 13,952 SH   SOLE 0 400 0 13,552
BLACKROCK INC COM 09247X101   8,516,551 10,817 SH   SOLE 0 120 0 10,697
BLACKSTONE INC COM 09260D107   844,502 6,822 SH   SOLE 0 0 0 6,822
BOSTON SCIENTIFIC CORP COM 101137107   778,380 10,108 SH   SOLE 0 100 0 10,008
BRISTOL-MYERS SQUIBB CO COM 110122108   394,577 9,501 SH   SOLE 0 0 0 9,501
BROADCOM INC COM 11135F101   18,909,168 11,778 SH   SOLE 0 156 0 11,622
CADENCE DESIGN SYSTEM INC COM 127387108   602,575 1,958 SH   SOLE 0 0 0 1,958
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300   239,346 8,891 SH   SOLE 0 0 0 8,891
CHEVRON CORP NEW COM 166764100   1,305,168 8,344 SH   SOLE 0 0 0 8,344
CHURCH & DWIGHT CO INC COM 171340102   497,768 4,801 SH   SOLE 0 0 0 4,801
COCA COLA CO COM 191216100   332,444 5,223 SH   SOLE 0 0 0 5,223
COMCAST CORP NEW CL A 20030N101   482,542 12,322 SH   SOLE 0 0 0 12,322
COSTCO WHSL CORP NEW COM 22160K105   6,401,217 7,531 SH   SOLE 0 120 0 7,411
CROWDSTRIKE HLDGS INC CL A 22788C105   321,880 840 SH   SOLE 0 0 0 840
CROWN CASTLE INC COM 22822V101   953,998 9,765 SH   SOLE 0 0 0 9,765
DANAHER CORPORATION COM 235851102   453,850 1,816 SH   SOLE 0 0 0 1,816
DEERE & CO COM 244199105   407,630 1,091 SH   SOLE 0 0 0 1,091
DISNEY WALT CO COM 254687106   462,239 4,655 SH   SOLE 0 0 0 4,655
DOMINION ENERGY INC COM 25746U109   419,636 8,564 SH   SOLE 0 0 0 8,564
DUKE ENERGY CORP NEW COM NEW 26441C204   747,114 7,454 SH   SOLE 0 0 0 7,454
ELI LILLY & CO COM 532457108   17,385,870 19,203 SH   SOLE 0 240 0 18,963
EMERSON ELEC CO COM 291011104   407,151 3,696 SH   SOLE 0 0 0 3,696
ENTERPRISE PRODS PARTNERS L COM 293792107   514,685 17,760 SH   SOLE 0 0 0 17,760
EXXON MOBIL CORP COM 30231G102   2,154,356 18,714 SH   SOLE 0 0 0 18,714
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204   631,392 7,794 SH   SOLE 0 0 0 7,794
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   417,568 6,087 SH   SOLE 0 0 0 6,087
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865   570,806 12,985 SH   SOLE 0 0 0 12,985
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   609,737 13,034 SH   SOLE 0 0 0 13,034
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   6,022,397 134,040 SH   SOLE 0 5,215 0 128,825
FIDELITY NATL INFORMATION SV COM 31620M106   246,534 3,271 SH   SOLE 0 0 0 3,271
FIRST SOLAR INC COM 336433107   225,460 1,000 SH   SOLE 0 0 0 1,000
FIRST TR NAS100 EQ WEIGHTED SHS 337344105   553,942 4,493 SH   SOLE 0 0 0 4,493
FISERV INC COM 337738108   430,428 2,888 SH   SOLE 0 0 0 2,888
FLEXSHARES TR MORNSTAR UPSTR 33939L407   265,526 6,615 SH   SOLE 0 0 0 6,615
GENERAL DYNAMICS CORP COM 369550108   433,179 1,493 SH   SOLE 0 0 0 1,493
GENERAL MLS INC COM 370334104   713,383 11,277 SH   SOLE 0 0 0 11,277
GENUINE PARTS CO COM 372460105   463,372 3,350 SH   SOLE 0 0 0 3,350
GRAINGER W W INC COM 384802104   4,672,078 5,178 SH   SOLE 0 100 0 5,078
HOME DEPOT INC COM 437076102   6,522,085 18,946 SH   SOLE 0 200 0 18,746
HONEYWELL INTL INC COM 438516106   6,975,292 32,665 SH   SOLE 0 450 0 32,215
ILLINOIS TOOL WKS INC COM 452308109   4,590,382 19,372 SH   SOLE 0 0 0 19,372
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,169,011 30,455 SH   SOLE 0 581 0 29,874
INTERNATIONAL BUSINESS MACHS COM 459200101   323,417 1,870 SH   SOLE 0 0 0 1,870
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   6,038,046 228,887 SH   SOLE 0 1,544 0 227,343
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   699,215 6,807 SH   SOLE 0 0 0 6,807
INVESCO EXCHANGE TRADED FD T ENERGY EXPLORATI 46137V761   696,863 21,066 SH   SOLE 0 0 0 21,066
INVESCO QQQ TR UNIT SER 1 46090E103   4,308,887 8,994 SH   SOLE 0 0 0 8,994
IRON MTN INC DEL COM 46284V101   247,351 2,760 SH   SOLE 0 0 0 2,760
ISHARES GOLD TR ISHARES NEW 464285204   221,890 5,051 SH   SOLE 0 0 0 5,051
ISHARES TR IBONDS DEC25 ETF 46434VBD1   460,558 18,526 SH   SOLE 0 0 0 18,526
ISHARES TR US AER DEF ETF 464288760   476,304 3,607 SH   SOLE 0 0 0 3,607
ISHARES TR TRS FLT RT BD 46434V860   252,135 4,977 SH   SOLE 0 0 0 4,977
ISHARES TR BLACKROCK ULTRA 46434V878   513,785 10,168 SH   SOLE 0 0 0 10,168
ISHARES TR IBONDS 27 ETF 46435UAA9   385,343 16,239 SH   SOLE 0 0 0 16,239
ISHARES TR ISHS 5-10YR INVT 464288638   24,641,936 480,724 SH   SOLE 0 2,090 0 478,634
ISHARES TR IBONDS DEC2026 46435GAA0   341,145 14,322 SH   SOLE 0 0 0 14,322
ISHARES TR ESG AWRE USD ETF 46435G193   1,264,710 55,665 SH   SOLE 0 238 0 55,427
ISHARES TR CORE 1 5 YR USD 46432F859   208,049 4,392 SH   SOLE 0 0 0 4,392
ISHARES TR MSCI USA MIN VOL 46429B697   500,737 5,964 SH   SOLE 0 0 0 5,964
ISHARES TR EXPND TEC SC ETF 464287549   634,329 6,726 SH   SOLE 0 0 0 6,726
ISHARES TR NATIONAL MUN ETF 464288414   680,641 6,388 SH   SOLE 0 0 0 6,388
ISHARES TR ESG AWRE 1 5 YR 46435G243   479,784 19,591 SH   SOLE 0 58 0 19,533
ISHARES TR CORE TOTAL USD 46434V613   625,592 13,834 SH   SOLE 0 0 0 13,834
ISHARES TR US SML CAP EQT 46434V290   922,528 15,072 SH   SOLE 0 0 0 15,072
ISHARES TR US CONSM STAPLES 464287812   1,467,854 22,325 SH   SOLE 0 0 0 22,325
ISHARES TR FLTG RATE NT ETF 46429B655   285,951 5,597 SH   SOLE 0 0 0 5,597
ISHARES TR PFD AND INCM SEC 464288687   746,662 23,666 SH   SOLE 0 0 0 23,666
ISHARES TR US TREAS BD ETF 46429B267   22,380,700 991,613 SH   SOLE 0 5,423 0 986,190
ISHARES TR RUSSELL 3000 ETF 464287689   354,971 1,150 SH   SOLE 0 0 0 1,150
ISHARES TR CORE S&P US GWT 464287671   764,880 6,000 SH   SOLE 0 0 0 6,000
ISHARES TR US INFRASTRUC 46435U713   209,673 4,978 SH   SOLE 0 0 0 4,978
ISHARES TR IBONDS DEC 29 46436E205   228,170 10,065 SH   SOLE 0 0 0 10,065
ISHARES TR IBONDS 24 TRM TS 46436E874   1,228,326 51,223 SH   SOLE 0 0 0 51,223
ISHARES TR CORE S&P500 ETF 464287200   4,460,142 8,150 SH   SOLE 0 16 0 8,134
ISHARES TR IBDS DEC28 ETF 46435U515   331,806 13,395 SH   SOLE 0 0 0 13,395
ISHARES TR IBONDS 25 TRM TS 46436E866   485,646 20,915 SH   SOLE 0 0 0 20,915
ISHARES TR MSCI INTL QUALTY 46434V456   2,439,467 62,470 SH   SOLE 0 0 0 62,470
ISHARES TR MBS ETF 464288588   403,838 4,399 SH   SOLE 0 22 0 4,377
ISHARES TR US OIL GS EX ETF 464288851   205,176 2,062 SH   SOLE 0 0 0 2,062
ISHARES TR ISHS 1-5YR INVS 464288646   3,316,408 64,723 SH   SOLE 0 0 0 64,723
ISHARES TR IBONDS DEC 26 46435U259   234,609 9,266 SH   SOLE 0 0 0 9,266
J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399   7,029,723 71,644 SH   SOLE 0 4,749 0 66,895
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   370,916 6,544 SH   SOLE 0 0 0 6,544
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845   916,603 21,023 SH   SOLE 0 0 0 21,023
JOHNSON & JOHNSON COM 478160104   2,602,613 17,807 SH   SOLE 0 0 0 17,807
JPMORGAN CHASE & CO. COM 46625H100   7,186,291 35,530 SH   SOLE 0 600 0 34,930
LOCKHEED MARTIN CORP COM 539830109   1,707,769 3,656 SH   SOLE 0 12 0 3,644
LULULEMON ATHLETICA INC COM 550021109   435,803 1,459 SH   SOLE 0 30 0 1,429
MASTERCARD INCORPORATED CL A 57636Q104   3,696,370 8,379 SH   SOLE 0 0 0 8,379
MCDONALDS CORP COM 580135101   8,131,695 31,909 SH   SOLE 0 350 0 31,559
MERCK & CO INC COM 58933Y105   3,301,774 26,670 SH   SOLE 0 0 0 26,670
META PLATFORMS INC CL A 30303M102   300,029 595 SH   SOLE 0 0 0 595
MICROSOFT CORP COM 594918104   38,809,541 86,832 SH   SOLE 0 865 0 85,967
MONDELEZ INTL INC CL A 609207105   299,764 4,581 SH   SOLE 0 0 0 4,581
NEXTERA ENERGY INC COM 65339F101   8,921,344 125,990 SH   SOLE 0 1,525 0 124,465
NIKE INC CL B 654106103   927,123 12,301 SH   SOLE 0 0 0 12,301
NOVARTIS AG SPONSORED ADR 66987V109   244,858 2,300 SH   SOLE 0 0 0 2,300
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   334,562 10,747 SH   SOLE 0 243 0 10,504
NUVEEN MUN VALUE FD INC COM 670928100   93,670 10,854 SH   SOLE 0 0 0 10,854
NVIDIA CORPORATION COM 67066G104   7,315,323 59,214 SH   SOLE 0 250 0 58,964
ONEOK INC NEW COM 682680103   200,613 2,460 SH   SOLE 0 0 0 2,460
ORACLE CORP COM 68389X105   268,280 1,900 SH   SOLE 0 0 0 1,900
PACER FDS TR US CASH COWS 100 69374H881   4,262,693 78,229 SH   SOLE 0 98 0 78,131
PACER FDS TR TRENDPILOT 100 69374H303   262,696 3,644 SH   SOLE 0 0 0 3,644
PACER FDS TR TRENDP US LAR CP 69374H105   913,342 18,355 SH   SOLE 0 0 0 18,355
PACER FDS TR GLOBL CASH ETF 69374H709   209,604 6,216 SH   SOLE 0 0 0 6,216
PALO ALTO NETWORKS INC COM 697435105   1,379,771 4,070 SH   SOLE 0 0 0 4,070
PAYCHEX INC COM 704326107   375,005 3,163 SH   SOLE 0 0 0 3,163
PENNYMAC CORP NOTE 5.500%11/0 70932AAD5   50,363 51,000 PRN   SOLE 0 0 0 51,000
PEPSICO INC COM 713448108   9,791,265 59,366 SH   SOLE 0 695 0 58,671
PFIZER INC COM 717081103   246,308 8,803 SH   SOLE 0 0 0 8,803
PHILIP MORRIS INTL INC COM 718172109   297,579 2,937 SH   SOLE 0 0 0 2,937
PIMCO ETF TR ACTIVE BD ETF 72201R775   235,897 2,590 SH   SOLE 0 0 0 2,590
PIMCO ETF TR MULTISECTOR BD 72201R585   407,702 15,901 SH   SOLE 0 0 0 15,901
PNC FINL SVCS GROUP INC COM 693475105   1,002,755 6,449 SH   SOLE 0 0 0 6,449
PROCTER AND GAMBLE CO COM 742718109   11,203,460 67,933 SH   SOLE 0 745 0 67,188
QUALCOMM INC COM 747525103   255,150 1,281 SH   SOLE 0 0 0 1,281
ROPER TECHNOLOGIES INC COM 776696106   4,602,112 8,165 SH   SOLE 0 150 0 8,015
ROYAL GOLD INC COM 780287108   322,537 2,577 SH   SOLE 0 0 0 2,577
RTX CORPORATION COM 75513E101   218,047 2,172 SH   SOLE 0 0 0 2,172
S&P GLOBAL INC COM 78409V104   969,827 2,175 SH   SOLE 0 10 0 2,165
SALESFORCE INC COM 79466L302   1,776,926 6,911 SH   SOLE 0 0 0 6,911
SCHNEIDER NATIONAL INC CL B 80689H102   23,526,984 973,799 SH   SOLE 0 11,124 0 962,675
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   7,091,846 105,880 SH   SOLE 0 2,200 0 103,680
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   1,612,551 15,991 SH   SOLE 0 250 0 15,741
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   925,251 11,899 SH   SOLE 0 400 0 11,499
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,091,786 4,826 SH   SOLE 0 0 0 4,826
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,533,246 10,520 SH   SOLE 0 0 0 10,520
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   4,892,410 57,114 SH   SOLE 0 1,200 0 55,914
SELECT SECTOR SPDR TR ENERGY 81369Y506   730,203 8,011 SH   SOLE 0 0 0 8,011
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   233,546 5,681 SH   SOLE 0 0 0 5,681
SMUCKER J M CO COM NEW 832696405   200,764 1,841 SH   SOLE 0 0 0 1,841
SOUTHERN CO COM 842587107   205,948 2,655 SH   SOLE 0 0 0 2,655
SPDR GOLD TR GOLD SHS 78463V107   849,290 3,950 SH   SOLE 0 0 0 3,950
SPDR INDEX SHS FDS S&P NORTH AMER 78463X152   6,980,603 128,159 SH   SOLE 0 3,700 0 124,459
SPDR SER TR NUVEEN BLOOMBERG 78464A284   329,194 12,940 SH   SOLE 0 0 0 12,940
SPDR SER TR SPDR S&P 500 ETF 78468R796   398,055 8,925 SH   SOLE 0 0 0 8,925
STARBUCKS CORP COM 855244109   375,393 4,822 SH   SOLE 0 0 0 4,822
STRYKER CORPORATION COM 863667101   7,685,460 22,588 SH   SOLE 0 475 0 22,113
SYSCO CORP COM 871829107   968,762 13,570 SH   SOLE 0 0 0 13,570
TESLA INC COM 88160R101   1,744,906 8,818 SH   SOLE 0 85 0 8,733
THERMO FISHER SCIENTIFIC INC COM 883556102   5,620,834 10,164 SH   SOLE 0 150 0 10,014
TRANSDIGM GROUP INC COM 893641100   250,412 196 SH   SOLE 0 0 0 196
TRAVELERS COMPANIES INC COM 89417E109   326,379 1,605 SH   SOLE 0 0 0 1,605
UNION PAC CORP COM 907818108   7,858,812 34,734 SH   SOLE 0 300 0 34,434
UNITEDHEALTH GROUP INC COM 91324P102   13,314,672 26,145 SH   SOLE 0 335 0 25,810
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   803,797 11,156 SH   SOLE 0 0 0 11,156
VANGUARD INDEX FDS SMALL CP ETF 922908751   326,624 1,498 SH   SOLE 0 0 0 1,498
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   506,370 3,000 SH   SOLE 0 0 0 3,000
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   449,617 899 SH   SOLE 0 0 0 899
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   4,668,731 93,170 SH   SOLE 0 0 0 93,170
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   559,670 7,002 SH   SOLE 0 0 0 7,002
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   664,681 11,462 SH   SOLE 0 0 0 11,462
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   593,650 13,076 SH   SOLE 0 0 0 13,076
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   3,309,551 18,130 SH   SOLE 0 1,620 0 16,510
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   364,720 7,380 SH   SOLE 0 0 0 7,380
VANGUARD WORLD FD MEGA CAP INDEX 921910873   9,474,073 48,021 SH   SOLE 0 65 0 47,956
VANGUARD WORLD FD ESG US STK ETF 921910733   656,061 6,790 SH   SOLE 0 188 0 6,602
VARONIS SYS INC COM 922280102   491,693 10,250 SH   SOLE 0 0 0 10,250
VERIZON COMMUNICATIONS INC COM 92343V104   520,408 12,619 SH   SOLE 0 0 0 12,619
VERTEX PHARMACEUTICALS INC COM 92532F100   861,507 1,838 SH   SOLE 0 0 0 1,838
VISA INC COM CL A 92826C839   9,658,524 36,799 SH   SOLE 0 475 0 36,324
WALMART INC COM 931142103   407,353 6,016 SH   SOLE 0 0 0 6,016
WEC ENERGY GROUP INC COM 92939U106   1,116,643 14,232 SH   SOLE 0 0 0 14,232
YUM BRANDS INC COM 988498101   966,928 7,300 SH   SOLE 0 0 0 7,300
ZOETIS INC CL A 98978V103   233,516 1,347 SH   SOLE 0 0 0 1,347