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
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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   4,011,569 35,466 SH   SOLE 0 250 0 35,216
ABBVIE INC COM 00287Y109   6,182,716 34,793 SH   SOLE 0 200 0 34,593
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   315,418 897 SH   SOLE 0 0 0 897
ADOBE INC COM 00724F101   387,316 871 SH   SOLE 0 0 0 871
ALLSTATE CORP COM 020002101   650,097 3,372 SH   SOLE 0 0 0 3,372
ALPHABET INC CAP STK CL A 02079K305   1,395,729 7,373 SH   SOLE 0 0 0 7,373
ALPHABET INC CAP STK CL C 02079K107   19,276,211 101,219 SH   SOLE 0 1,350 0 99,869
ALTRIA GROUP INC COM 02209S103   400,691 7,663 SH   SOLE 0 0 0 7,663
AMAZON COM INC COM 023135106   16,503,630 75,225 SH   SOLE 0 1,330 0 73,895
AMERICAN ELEC PWR CO INC COM 025537101   204,013 2,212 SH   SOLE 0 0 0 2,212
AMERICAN TOWER CORP NEW COM 03027X100   2,710,211 14,777 SH   SOLE 0 330 0 14,447
AMETEK INC COM 031100100   396,886 2,202 SH   SOLE 0 25 0 2,177
AMGEN INC COM 031162100   728,009 2,793 SH   SOLE 0 0 0 2,793
ANALOG DEVICES INC COM 032654105   7,370,200 34,690 SH   SOLE 0 600 0 34,090
APPLE INC COM 037833100   38,839,045 155,096 SH   SOLE 0 1,550 0 153,546
AUTOMATIC DATA PROCESSING IN COM 053015103   2,726,363 9,314 SH   SOLE 0 0 0 9,314
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,161,571 13,593 SH   SOLE 0 400 0 13,193
BLACKROCK INC COM 09290D101   10,606,557 10,347 SH   SOLE 0 120 0 10,227
BLACKSTONE INC COM 09260D107   1,147,886 6,658 SH   SOLE 0 0 0 6,658
BOSTON SCIENTIFIC CORP COM 101137107   889,584 9,960 SH   SOLE 0 100 0 9,860
BRISTOL-MYERS SQUIBB CO COM 110122108   366,452 6,479 SH   SOLE 0 0 0 6,479
BROADCOM INC COM 11135F101   25,976,232 112,044 SH   SOLE 0 1,560 0 110,484
CADENCE DESIGN SYSTEM INC COM 127387108   597,314 1,988 SH   SOLE 0 0 0 1,988
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300   747,336 27,395 SH   SOLE 0 0 0 27,395
CHEVRON CORP NEW COM 166764100   1,081,086 7,464 SH   SOLE 0 0 0 7,464
CHURCH & DWIGHT CO INC COM 171340102   502,713 4,801 SH   SOLE 0 0 0 4,801
COCA COLA CO COM 191216100   207,201 3,328 SH   SOLE 0 0 0 3,328
COSTCO WHSL CORP NEW COM 22160K105   6,687,125 7,298 SH   SOLE 0 120 0 7,178
CROWDSTRIKE HLDGS INC CL A 22788C105   280,571 820 SH   SOLE 0 0 0 820
CROWN CASTLE INC COM 22822V101   685,953 7,558 SH   SOLE 0 0 0 7,558
DANAHER CORPORATION COM 235851102   250,575 1,092 SH   SOLE 0 0 0 1,092
DEERE & CO COM 244199105   275,405 650 SH   SOLE 0 0 0 650
DISNEY WALT CO COM 254687106   349,621 3,140 SH   SOLE 0 0 0 3,140
DOMINION ENERGY INC COM 25746U109   245,817 4,564 SH   SOLE 0 0 0 4,564
DUKE ENERGY CORP NEW COM NEW 26441C204   765,277 7,103 SH   SOLE 0 0 0 7,103
ELI LILLY & CO COM 532457108   15,044,764 19,488 SH   SOLE 0 240 0 19,248
EMERSON ELEC CO COM 291011104   458,045 3,696 SH   SOLE 0 0 0 3,696
ENTERPRISE PRODS PARTNERS L COM 293792107   556,954 17,760 SH   SOLE 0 0 0 17,760
EXXON MOBIL CORP COM 30231G102   1,955,300 18,177 SH   SOLE 0 0 0 18,177
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204   987,660 10,134 SH   SOLE 0 0 0 10,134
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   378,573 5,793 SH   SOLE 0 0 0 5,793
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865   615,831 12,627 SH   SOLE 0 0 0 12,627
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709   447,734 6,368 SH   SOLE 0 0 0 6,368
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   1,005,482 20,134 SH   SOLE 0 0 0 20,134
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352   214,369 4,634 SH   SOLE 0 0 0 4,634
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   6,588,014 146,824 SH   SOLE 0 5,215 0 141,609
FIRST TR NAS100 EQ WEIGHTED SHS 337344105   561,445 4,493 SH   SOLE 0 0 0 4,493
FISERV INC COM 337738108   588,117 2,863 SH   SOLE 0 0 0 2,863
FLEXSHARES TR MORNSTAR UPSTR 33939L407   245,285 6,746 SH   SOLE 0 0 0 6,746
GENERAL DYNAMICS CORP COM 369550108   403,140 1,530 SH   SOLE 0 0 0 1,530
GENERAL MLS INC COM 370334104   719,134 11,277 SH   SOLE 0 0 0 11,277
GENUINE PARTS CO COM 372460105   373,632 3,200 SH   SOLE 0 0 0 3,200
GRAINGER W W INC COM 384802104   5,537,425 5,253 SH   SOLE 0 100 0 5,153
HOME DEPOT INC COM 437076102   7,208,546 18,531 SH   SOLE 0 200 0 18,331
HONEYWELL INTL INC COM 438516106   6,867,373 30,401 SH   SOLE 0 450 0 29,951
ILLINOIS TOOL WKS INC COM 452308109   4,722,163 18,623 SH   SOLE 0 0 0 18,623
INNOVATOR ETFS TRUST GROWTH 100 POWER 45784N205   211,314 8,230 SH   SOLE 0 0 0 8,230
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,262,949 28,608 SH   SOLE 0 581 0 28,027
INTERNATIONAL BUSINESS MACHS COM 459200101   433,065 1,970 SH   SOLE 0 0 0 1,970
INTUITIVE SURGICAL INC COM NEW 46120E602   224,443 430 SH   SOLE 0 16 0 414
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   6,085,344 232,709 SH   SOLE 0 1,538 0 231,171
INVESCO EXCHANGE TRADED FD T DORSEY WRGT INDS 46137V845   312,136 2,030 SH   SOLE 0 0 0 2,030
INVESCO EXCHANGE TRADED FD T ENERGY EXPLORATI 46137V761   619,274 20,921 SH   SOLE 0 0 0 20,921
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   975,008 8,498 SH   SOLE 0 0 0 8,498
INVESCO QQQ TR UNIT SER 1 46090E103   4,597,784 8,994 SH   SOLE 0 0 0 8,994
IRON MTN INC DEL COM 46284V101   300,615 2,860 SH   SOLE 0 0 0 2,860
ISHARES GOLD TR ISHARES NEW 464285204   289,980 5,857 SH   SOLE 0 0 0 5,857
ISHARES TR TRS FLT RT BD 46434V860   224,339 4,445 SH   SOLE 0 0 0 4,445
ISHARES TR ISHS 5-10YR INVT 464288638   25,414,736 493,394 SH   SOLE 0 2,082 0 491,312
ISHARES TR ULTRA SHORT-TERM 46434V878   507,455 10,063 SH   SOLE 0 0 0 10,063
ISHARES TR IBONDS 27 ETF 46435UAA9   389,078 16,239 SH   SOLE 0 0 0 16,239
ISHARES TR US TREAS BD ETF 46429B267   24,262,861 1,055,825 SH   SOLE 0 5,403 0 1,050,422
ISHARES TR FLTG RATE NT ETF 46429B655   263,711 5,183 SH   SOLE 0 0 0 5,183
ISHARES TR US AER DEF ETF 464288760   527,330 3,628 SH   SOLE 0 0 0 3,628
ISHARES TR IBONDS DEC25 ETF 46434VBD1   447,912 17,881 SH   SOLE 0 0 0 17,881
ISHARES TR IBONDS DEC 2030 46436E726   225,604 10,562 SH   SOLE 0 0 0 10,562
ISHARES TR IBONDS DEC2026 46435GAA0   345,137 14,339 SH   SOLE 0 0 0 14,339
ISHARES TR ESG AWRE USD ETF 46435G193   1,397,549 61,512 SH   SOLE 0 238 0 61,274
ISHARES TR IBONDS 29 TRM TS 46436E825   401,720 18,837 SH   SOLE 0 0 0 18,837
ISHARES TR US CONSM STAPLES 464287812   1,427,644 21,766 SH   SOLE 0 0 0 21,766
ISHARES TR RUSSELL 3000 ETF 464287689   384,388 1,150 SH   SOLE 0 0 0 1,150
ISHARES TR CORE S&P US GWT 464287671   836,100 6,000 SH   SOLE 0 0 0 6,000
ISHARES TR PFD AND INCM SEC 464288687   792,036 25,192 SH   SOLE 0 0 0 25,192
ISHARES TR U.S. TECH ETF 464287721   5,201,492 32,607 SH   SOLE 0 1,000 0 31,607
ISHARES TR ESG AWRE 1 5 YR 46435G243   506,069 20,489 SH   SOLE 0 58 0 20,431
ISHARES TR US SML CAP EQT 46434V290   1,332,987 19,748 SH   SOLE 0 0 0 19,748
ISHARES TR CORE TOTAL USD 46434V613   604,271 13,369 SH   SOLE 0 0 0 13,369
ISHARES TR MSCI USA MIN VOL 46429B697   459,311 5,173 SH   SOLE 0 0 0 5,173
ISHARES TR EXPND TEC SC ETF 464287549   704,523 6,901 SH   SOLE 0 0 0 6,901
ISHARES TR NATIONAL MUN ETF 464288414   1,020,323 9,576 SH   SOLE 0 0 0 9,576
ISHARES TR CORE S&P500 ETF 464287200   4,736,574 8,046 SH   SOLE 0 16 0 8,030
ISHARES TR IBDS DEC28 ETF 46435U515   365,867 14,693 SH   SOLE 0 0 0 14,693
ISHARES TR IBONDS 25 TRM TS 46436E866   476,544 20,435 SH   SOLE 0 0 0 20,435
ISHARES TR US INFRASTRUC 46435U713   228,117 4,928 SH   SOLE 0 0 0 4,928
ISHARES TR MSCI INTL QUALTY 46434V456   2,486,521 66,986 SH   SOLE 0 0 0 66,986
ISHARES TR IBONDS DEC 26 46435U259   224,798 8,829 SH   SOLE 0 0 0 8,829
ISHARES TR CORE 1 5 YR USD 46432F859   209,806 4,392 SH   SOLE 0 0 0 4,392
ISHARES TR MBS ETF 464288588   375,542 4,096 SH   SOLE 0 22 0 4,074
ISHARES TR ISHS 1-5YR INVS 464288646   3,030,356 58,614 SH   SOLE 0 0 0 58,614
ISHARES TR IBONDS DEC 29 46436E205   273,277 11,986 SH   SOLE 0 0 0 11,986
J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399   8,348,508 78,819 SH   SOLE 0 4,749 0 74,070
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   302,937 5,266 SH   SOLE 0 0 0 5,266
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845   1,050,153 22,435 SH   SOLE 0 0 0 22,435
JOHNSON & JOHNSON COM 478160104   2,332,997 16,132 SH   SOLE 0 0 0 16,132
JPMORGAN CHASE & CO. COM 46625H100   8,055,976 33,607 SH   SOLE 0 600 0 33,007
LOCKHEED MARTIN CORP COM 539830109   1,759,147 3,620 SH   SOLE 0 12 0 3,608
MASTERCARD INCORPORATED CL A 57636Q104   4,371,497 8,302 SH   SOLE 0 0 0 8,302
MCDONALDS CORP COM 580135101   8,796,361 30,344 SH   SOLE 0 350 0 29,994
MERCK & CO INC COM 58933Y105   2,659,621 26,735 SH   SOLE 0 0 0 26,735
META PLATFORMS INC CL A 30303M102   346,055 591 SH   SOLE 0 0 0 591
MICROSOFT CORP COM 594918104   36,018,685 85,454 SH   SOLE 0 865 0 84,589
MONDELEZ INTL INC CL A 609207105   273,750 4,583 SH   SOLE 0 0 0 4,583
NEXTERA ENERGY INC COM 65339F101   8,959,321 124,973 SH   SOLE 0 1,525 0 123,448
NIKE INC CL B 654106103   810,580 10,712 SH   SOLE 0 0 0 10,712
NOVARTIS AG SPONSORED ADR 66987V109   223,813 2,300 SH   SOLE 0 0 0 2,300
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   329,670 10,967 SH   SOLE 0 243 0 10,724
NUVEEN MUN VALUE FD INC COM 670928100   93,236 10,854 SH   SOLE 0 0 0 10,854
NVIDIA CORPORATION COM 67066G104   7,199,745 53,613 SH   SOLE 0 250 0 53,363
ONEOK INC NEW COM 682680103   246,984 2,460 SH   SOLE 0 0 0 2,460
ORACLE CORP COM 68389X105   316,616 1,900 SH   SOLE 0 0 0 1,900
PACER FDS TR US LRG CP CASH 69374H360   556,892 17,381 SH   SOLE 0 0 0 17,381
PACER FDS TR US CASH COWS 100 69374H881   3,703,149 65,566 SH   SOLE 0 59 0 65,507
PACER FDS TR TRENDP US LAR CP 69374H105   1,010,494 18,909 SH   SOLE 0 0 0 18,909
PACER FDS TR GLOBL CASH ETF 69374H709   209,762 6,217 SH   SOLE 0 0 0 6,217
PACER FDS TR TRENDPILOT 100 69374H303   200,446 2,708 SH   SOLE 0 0 0 2,708
PALO ALTO NETWORKS INC COM 697435105   1,498,986 8,238 SH   SOLE 0 0 0 8,238
PAYCHEX INC COM 704326107   443,516 3,163 SH   SOLE 0 0 0 3,163
PEPSICO INC COM 713448108   8,523,414 56,053 SH   SOLE 0 695 0 55,358
PFIZER INC COM 717081103   233,544 8,803 SH   SOLE 0 0 0 8,803
PHILIP MORRIS INTL INC COM 718172109   353,759 2,939 SH   SOLE 0 0 0 2,939
PIMCO ETF TR ACTIVE BD ETF 72201R775   234,188 2,590 SH   SOLE 0 0 0 2,590
PIMCO ETF TR MULTISECTOR BD 72201R585   652,614 25,178 SH   SOLE 0 0 0 25,178
PNC FINL SVCS GROUP INC COM 693475105   1,210,858 6,279 SH   SOLE 0 0 0 6,279
PROCTER AND GAMBLE CO COM 742718109   10,902,286 65,030 SH   SOLE 0 745 0 64,285
ROPER TECHNOLOGIES INC COM 776696106   3,730,275 7,176 SH   SOLE 0 150 0 7,026
ROYAL GOLD INC COM 780287108   338,459 2,567 SH   SOLE 0 0 0 2,567
RTX CORPORATION COM 75513E101   262,222 2,266 SH   SOLE 0 0 0 2,266
S&P GLOBAL INC COM 78409V104   1,030,673 2,070 SH   SOLE 0 10 0 2,060
SALESFORCE INC COM 79466L302   2,104,104 6,293 SH   SOLE 0 0 0 6,293
SCHNEIDER NATIONAL INC CL B 80689H102   25,642,926 875,783 SH   SOLE 0 11,124 0 864,659
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   8,022,305 338,780 SH   SOLE 0 6,600 0 332,180
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   1,972,110 70,761 SH   SOLE 0 1,000 0 69,761
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   875,698 32,053 SH   SOLE 0 1,200 0 30,853
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,191,200 5,123 SH   SOLE 0 0 0 5,123
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   965,882 7,021 SH   SOLE 0 0 0 7,021
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   7,077,163 73,104 SH   SOLE 0 1,200 0 71,904
SELECT SECTOR SPDR TR ENERGY 81369Y506   655,213 7,649 SH   SOLE 0 0 0 7,649
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   309,360 6,401 SH   SOLE 0 0 0 6,401
SOUTHERN CO COM 842587107   214,855 2,610 SH   SOLE 0 0 0 2,610
SPDR GOLD TR GOLD SHS 78463V107   956,414 3,950 SH   SOLE 0 0 0 3,950
SPDR INDEX SHS FDS S&P NORTH AMER 78463X152   6,401,035 125,239 SH   SOLE 0 3,700 0 121,539
SPDR S&P 500 ETF TR TR UNIT 78462F103   334,066 570 SH   SOLE 0 0 0 570
SPDR SER TR NUVEEN BLOOMBERG 78464A284   445,476 17,415 SH   SOLE 0 0 0 17,415
SPDR SER TR SPDR S&P 500 ETF 78468R796   429,739 8,925 SH   SOLE 0 0 0 8,925
STARBUCKS CORP COM 855244109   327,770 3,592 SH   SOLE 0 0 0 3,592
STRYKER CORPORATION COM 863667101   7,825,237 21,734 SH   SOLE 0 475 0 21,259
SYSCO CORP COM 871829107   940,458 12,300 SH   SOLE 0 0 0 12,300
TESLA INC COM 88160R101   3,420,976 8,471 SH   SOLE 0 85 0 8,386
THERMO FISHER SCIENTIFIC INC COM 883556102   4,874,226 9,369 SH   SOLE 0 150 0 9,219
TRANSDIGM GROUP INC COM 893641100   294,009 232 SH   SOLE 0 0 0 232
TRAVELERS COMPANIES INC COM 89417E109   386,724 1,605 SH   SOLE 0 0 0 1,605
UNION PAC CORP COM 907818108   7,386,097 32,389 SH   SOLE 0 300 0 32,089
UNITEDHEALTH GROUP INC COM 91324P102   12,556,781 24,823 SH   SOLE 0 335 0 24,488
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   271,473 1,121 SH   SOLE 0 0 0 1,121
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   912,894 12,695 SH   SOLE 0 0 0 12,695
VANGUARD INDEX FDS SMALL CP ETF 922908751   361,381 1,504 SH   SOLE 0 0 0 1,504
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   569,940 3,000 SH   SOLE 0 0 0 3,000
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   484,390 899 SH   SOLE 0 0 0 899
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   4,718,118 94,118 SH   SOLE 0 0 0 94,118
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   591,590 7,370 SH   SOLE 0 0 0 7,370
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   381,544 6,558 SH   SOLE 0 0 0 6,558
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   609,324 13,439 SH   SOLE 0 0 0 13,439
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   3,547,667 18,116 SH   SOLE 0 1,620 0 16,496
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   261,384 5,466 SH   SOLE 0 0 0 5,466
VANGUARD WORLD FD MEGA CAP INDEX 921910873   10,328,528 48,568 SH   SOLE 0 15 0 48,553
VANGUARD WORLD FD ESG US STK ETF 921910733   702,264 6,695 SH   SOLE 0 188 0 6,507
VARONIS SYS INC COM 922280102   455,408 10,250 SH   SOLE 0 0 0 10,250
VERIZON COMMUNICATIONS INC COM 92343V104   480,240 12,009 SH   SOLE 0 0 0 12,009
VERTEX PHARMACEUTICALS INC COM 92532F100   761,506 1,891 SH   SOLE 0 0 0 1,891
VISA INC COM CL A 92826C839   11,125,070 35,201 SH   SOLE 0 475 0 34,726
WALMART INC COM 931142103   537,054 5,944 SH   SOLE 0 0 0 5,944
WEC ENERGY GROUP INC COM 92939U106   1,244,149 13,230 SH   SOLE 0 0 0 13,230
YUM BRANDS INC COM 988498101   979,410 7,300 SH   SOLE 0 0 0 7,300
ZOETIS INC CL A 98978V103   221,585 1,360 SH   SOLE 0 0 0 1,360