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   4,543,028 33,402 SH   SOLE 0 250 0 33,152
ABBVIE INC COM 00287Y109   6,449,924 34,748 SH   SOLE 0 200 0 34,548
ADOBE INC COM 00724F101   320,724 829 SH   SOLE 0 0 0 829
ALLSTATE CORP COM 020002101   693,925 3,447 SH   SOLE 0 0 0 3,447
ALPHABET INC CAP STK CL A 02079K305   1,290,560 7,323 SH   SOLE 0 0 0 7,323
ALPHABET INC CAP STK CL C 02079K107   19,127,795 107,829 SH   SOLE 0 1,300 0 106,529
ALTRIA GROUP INC COM 02209S103   442,599 7,549 SH   SOLE 0 0 0 7,549
AMAZON COM INC COM 023135106   16,954,038 77,278 SH   SOLE 0 1,240 0 76,038
AMERICAN ELEC PWR CO INC COM 025537101   229,517 2,212 SH   SOLE 0 0 0 2,212
AMERICAN TOWER CORP NEW COM 03027X100   2,911,830 13,175 SH   SOLE 0 330 0 12,845
AMETEK INC COM 031100100   398,655 2,203 SH   SOLE 0 25 0 2,178
AMGEN INC COM 031162100   726,642 2,602 SH   SOLE 0 0 0 2,602
ANALOG DEVICES INC COM 032654105   8,183,077 34,380 SH   SOLE 0 700 0 33,680
APPLE INC COM 037833100   32,072,862 156,323 SH   SOLE 0 1,750 0 154,573
AUTOMATIC DATA PROCESSING IN COM 053015103   2,805,384 9,097 SH   SOLE 0 0 0 9,097
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,223,831 12,812 SH   SOLE 0 200 0 12,612
BLACKROCK INC COM 09290D101   10,809,774 10,302 SH   SOLE 0 110 0 10,192
BLACKSTONE INC COM 09260D107   995,156 6,653 SH   SOLE 0 0 0 6,653
BOSTON SCIENTIFIC CORP COM 101137107   1,547,512 14,408 SH   SOLE 0 142 0 14,266
BROADCOM INC COM 11135F101   29,585,594 107,330 SH   SOLE 0 1,260 0 106,070
CADENCE DESIGN SYSTEM INC COM 127387108   554,670 1,800 SH   SOLE 0 0 0 1,800
CAPITAL GROUP INTERNATIONAL SHS 14021M107   214,408 6,513 SH   SOLE 0 0 0 6,513
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300   806,980 29,217 SH   SOLE 0 0 0 29,217
CHEVRON CORP NEW COM 166764100   1,099,007 7,675 SH   SOLE 0 0 0 7,675
CHURCH & DWIGHT CO INC COM 171340102   461,424 4,801 SH   SOLE 0 0 0 4,801
COCA COLA CO COM 191216100   226,848 3,206 SH   SOLE 0 0 0 3,206
COSTCO WHSL CORP NEW COM 22160K105   7,769,910 7,849 SH   SOLE 0 100 0 7,749
CROWDSTRIKE HLDGS INC CL A 22788C105   420,181 825 SH   SOLE 0 0 0 825
CROWN CASTLE INC COM 22822V101   664,376 6,467 SH   SOLE 0 0 0 6,467
DEERE & CO COM 244199105   330,519 650 SH   SOLE 0 0 0 650
DISNEY WALT CO COM 254687106   371,514 2,996 SH   SOLE 0 0 0 2,996
DOMINION ENERGY INC COM 25746U109   287,348 5,084 SH   SOLE 0 0 0 5,084
DUKE ENERGY CORP NEW COM NEW 26441C204   747,766 6,337 SH   SOLE 0 0 0 6,337
ELI LILLY & CO COM 532457108   15,406,387 19,764 SH   SOLE 0 275 0 19,489
EMERSON ELEC CO COM 291011104   492,788 3,696 SH   SOLE 0 0 0 3,696
ENTERPRISE PRODS PARTNERS L COM 293792107   550,738 17,760 SH   SOLE 0 0 0 17,760
EXXON MOBIL CORP COM 30231G102   1,920,349 17,814 SH   SOLE 0 0 0 17,814
FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782   851,723 13,335 SH   SOLE 0 0 0 13,335
FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404   1,050,949 31,598 SH   SOLE 0 0 0 31,598
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204   1,336,567 14,208 SH   SOLE 0 0 0 14,208
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   413,309 6,463 SH   SOLE 0 0 0 6,463
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709   469,134 6,051 SH   SOLE 0 0 0 6,051
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865   319,631 6,077 SH   SOLE 0 0 0 6,077
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   1,605,693 30,867 SH   SOLE 0 0 0 30,867
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352   855,971 17,744 SH   SOLE 0 0 0 17,744
FIDELITY COVINGTON TRUST ENHANCED LARGE 316092113   231,359 6,708 SH   SOLE 0 0 0 6,708
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   8,129,897 177,703 SH   SOLE 0 5,215 0 172,488
FIRST SOLAR INC COM 336433107   204,719 1,237 SH   SOLE 0 0 0 1,237
FIRST TR EXCHANGE-TRADED FD SHS 337344105   613,250 4,493 SH   SOLE 0 0 0 4,493
FISERV INC COM 337738108   493,610 2,863 SH   SOLE 0 0 0 2,863
FLEXSHARES TR QLT DIV DEF IDX 33939L845   383,342 5,177 SH   SOLE 0 131 0 5,046
GENERAL DYNAMICS CORP COM 369550108   429,324 1,472 SH   SOLE 0 0 0 1,472
GENERAL MLS INC COM 370334104   609,856 11,771 SH   SOLE 0 0 0 11,771
GRAINGER W W INC COM 384802104   5,796,842 5,573 SH   SOLE 0 90 0 5,483
HOME DEPOT INC COM 437076102   6,421,481 17,514 SH   SOLE 0 200 0 17,314
HONEYWELL INTL INC COM 438516106   5,650,454 24,263 SH   SOLE 0 325 0 23,938
ILLINOIS TOOL WKS INC COM 452308109   4,295,865 17,375 SH   SOLE 0 0 0 17,375
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,973,802 27,110 SH   SOLE 0 500 0 26,610
INTERNATIONAL BUSINESS MACHS COM 459200101   581,601 1,973 SH   SOLE 0 0 0 1,973
INTUITIVE SURGICAL INC COM NEW 46120E602   759,144 1,397 SH   SOLE 0 16 0 1,381
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   1,500,164 10,588 SH   SOLE 0 0 0 10,588
INVESCO EXCHANGE TRADED FD T DORSEY WRGT INDS 46137V845   484,297 3,084 SH   SOLE 0 0 0 3,084
INVESCO QQQ TR UNIT SER 1 46090E103   4,961,223 8,994 SH   SOLE 0 0 0 8,994
IRON MTN INC DEL COM 46284V101   242,065 2,360 SH   SOLE 0 0 0 2,360
ISHARES GOLD TR ISHARES NEW 464285204   492,332 7,895 SH   SOLE 0 0 0 7,895
ISHARES TR TRS FLT RT BD 46434V860   458,636 9,055 SH   SOLE 0 0 0 9,055
ISHARES TR US AER DEF ETF 464288760   638,109 3,383 SH   SOLE 0 0 0 3,383
ISHARES TR IBONDS DEC25 ETF 46434VBD1   451,589 17,934 SH   SOLE 0 0 0 17,934
ISHARES TR CORE LT USDB ETF 464289479   2,494,388 50,473 SH   SOLE 0 620 0 49,853
ISHARES TR IBONDS DEC 2030 46436E726   281,586 12,811 SH   SOLE 0 0 0 12,811
ISHARES TR IBONDS DEC2026 46435GAA0   343,961 14,184 SH   SOLE 0 0 0 14,184
ISHARES TR ISHS 5-10YR INVT 464288638   27,959,326 524,664 SH   SOLE 0 2,628 0 522,036
ISHARES TR FLTG RATE NT ETF 46429B655   722,953 14,170 SH   SOLE 0 0 0 14,170
ISHARES TR IBONDS 27 ETF 46435UAA9   394,112 16,239 SH   SOLE 0 0 0 16,239
ISHARES TR IBONDS 26 TRM TS 46436E858   249,420 10,877 SH   SOLE 0 0 0 10,877
ISHARES TR CORE S&P MCP ETF 464287507   2,021,558 32,595 SH   SOLE 0 50 0 32,545
ISHARES TR ESG AWRE USD ETF 46435G193   1,186,401 51,072 SH   SOLE 0 268 0 50,804
ISHARES TR IBONDS 27 TRM TS 46436E841   236,837 10,531 SH   SOLE 0 0 0 10,531
ISHARES TR CMBS ETF 46429B366   4,443,466 91,204 SH   SOLE 0 827 0 90,377
ISHARES TR IBONDS 29 TRM TS 46436E825   383,695 17,504 SH   SOLE 0 0 0 17,504
ISHARES TR US CONSM STAPLES 464287812   457,386 6,490 SH   SOLE 0 0 0 6,490
ISHARES TR PFD AND INCM SEC 464288687   413,658 13,483 SH   SOLE 0 0 0 13,483
ISHARES TR CORE S&P US GWT 464287671   902,400 6,000 SH   SOLE 0 0 0 6,000
ISHARES TR RUSSELL 3000 ETF 464287689   403,650 1,150 SH   SOLE 0 0 0 1,150
ISHARES TR ESG ADV TTL USD 46436E619   217,402 4,992 SH   SOLE 0 0 0 4,992
ISHARES TR US TREAS BD ETF 46429B267   19,401,848 844,293 SH   SOLE 0 5,320 0 838,973
ISHARES TR IBONDS DEC 28 46435U325   217,560 8,562 SH   SOLE 0 0 0 8,562
ISHARES TR ESG AWRE 1 5 YR 46435G243   520,337 20,673 SH   SOLE 0 65 0 20,608
ISHARES TR U.S. TECH ETF 464287721   6,172,992 35,626 SH   SOLE 0 900 0 34,726
ISHARES TR CORE TOTAL USD 46434V613   600,430 12,988 SH   SOLE 0 0 0 12,988
ISHARES TR US SML CAP EQT 46434V290   1,716,250 25,258 SH   SOLE 0 0 0 25,258
ISHARES TR MSCI USA MIN VOL 46429B697   483,431 5,150 SH   SOLE 0 0 0 5,150
ISHARES TR EXPND TEC SC ETF 464287549   754,293 6,714 SH   SOLE 0 0 0 6,714
ISHARES TR NATIONAL MUN ETF 464288414   490,116 4,691 SH   SOLE 0 0 0 4,691
ISHARES TR ULTRA SHORT DUR 46434V878   633,571 12,494 SH   SOLE 0 0 0 12,494
ISHARES TR ISHS 1-5YR INVS 464288646   2,341,700 44,384 SH   SOLE 0 0 0 44,384
ISHARES TR MBS ETF 464288588   510,263 5,435 SH   SOLE 0 24 0 5,411
ISHARES TR US INFRASTRUC 46435U713   252,591 5,135 SH   SOLE 0 0 0 5,135
ISHARES TR IBONDS DEC 29 46436E205   316,305 13,558 SH   SOLE 0 0 0 13,558
ISHARES TR IBONDS 28 TRM TS 46436E833   291,972 13,058 SH   SOLE 0 0 0 13,058
ISHARES TR MSCI INTL QUALTY 46434V456   2,785,317 64,445 SH   SOLE 0 0 0 64,445
ISHARES TR CORE S&P500 ETF 464287200   4,801,335 7,733 SH   SOLE 0 16 0 7,717
ISHARES TR IBDS DEC28 ETF 46435U515   316,465 12,449 SH   SOLE 0 0 0 12,449
ISHARES TR IBONDS 25 TRM TS 46436E866   1,007,785 43,141 SH   SOLE 0 0 0 43,141
J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399   8,732,550 78,025 SH   SOLE 0 4,949 0 73,076
J P MORGAN EXCHANGE TRADED F MORTGAGE BACKED 46654Q575   1,268,351 25,271 SH   SOLE 0 0 0 25,271
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845   1,077,929 23,697 SH   SOLE 0 0 0 23,697
JOHNSON & JOHNSON COM 478160104   2,391,970 15,659 SH   SOLE 0 0 0 15,659
JPMORGAN CHASE & CO. COM 46625H100   9,638,857 33,248 SH   SOLE 0 400 0 32,848
LOCKHEED MARTIN CORP COM 539830109   1,536,856 3,318 SH   SOLE 0 12 0 3,306
MASTERCARD INCORPORATED CL A 57636Q104   4,596,158 8,179 SH   SOLE 0 0 0 8,179
MCDONALDS CORP COM 580135101   8,333,957 28,524 SH   SOLE 0 250 0 28,274
MERCK & CO INC COM 58933Y105   1,807,333 22,831 SH   SOLE 0 0 0 22,831
META PLATFORMS INC CL A 30303M102   538,893 730 SH   SOLE 0 0 0 730
MICROSOFT CORP COM 594918104   42,069,149 84,576 SH   SOLE 0 815 0 83,761
MONDELEZ INTL INC CL A 609207105   275,874 4,091 SH   SOLE 0 0 0 4,091
NEXTERA ENERGY INC COM 65339F101   8,608,193 124,002 SH   SOLE 0 1,525 0 122,477
NIKE INC CL B 654106103   365,004 5,138 SH   SOLE 0 0 0 5,138
NOVARTIS AG SPONSORED ADR 66987V109   278,323 2,300 SH   SOLE 0 0 0 2,300
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   460,344 12,971 SH   SOLE 0 243 0 12,728
NUVEEN MUN VALUE FD INC COM 670928100   94,321 10,854 SH   SOLE 0 0 0 10,854
NVIDIA CORPORATION COM 67066G104   12,072,118 76,411 SH   SOLE 0 650 0 75,761
ORACLE CORP COM 68389X105   428,515 1,960 SH   SOLE 0 0 0 1,960
PACER FDS TR US LRG CP CASH 69374H360   764,889 21,786 SH   SOLE 0 155 0 21,631
PACER FDS TR US CASH COWS 100 69374H881   645,607 11,717 SH   SOLE 0 0 0 11,717
PACER FDS TR GLOBL CASH ETF 69374H709   310,405 8,175 SH   SOLE 0 0 0 8,175
PACER FDS TR TRENDP US LAR CP 69374H105   950,230 18,720 SH   SOLE 0 0 0 18,720
PALO ALTO NETWORKS INC COM 697435105   1,657,789 8,101 SH   SOLE 0 0 0 8,101
PAYCHEX INC COM 704326107   478,757 3,291 SH   SOLE 0 0 0 3,291
PEPSICO INC COM 713448108   7,099,539 53,768 SH   SOLE 0 710 0 53,058
PFIZER INC COM 717081103   204,901 8,453 SH   SOLE 0 0 0 8,453
PGIM ETF TR ACTV HY BD ETF 69344A206   1,276,339 35,963 SH   SOLE 0 0 0 35,963
PHILIP MORRIS INTL INC COM 718172109   522,236 2,867 SH   SOLE 0 0 0 2,867
PIMCO ETF TR MULTISECTOR BD 72201R585   555,801 20,942 SH   SOLE 0 0 0 20,942
PNC FINL SVCS GROUP INC COM 693475105   1,223,867 6,565 SH   SOLE 0 0 0 6,565
PROCTER AND GAMBLE CO COM 742718109   10,353,859 64,988 SH   SOLE 0 645 0 64,343
QUALCOMM INC COM 747525103   236,315 1,484 SH   SOLE 0 0 0 1,484
ROPER TECHNOLOGIES INC COM 776696106   3,769,974 6,651 SH   SOLE 0 150 0 6,501
ROYAL GOLD INC COM 780287108   414,012 2,328 SH   SOLE 0 0 0 2,328
RTX CORPORATION COM 75513E101   335,262 2,296 SH   SOLE 0 0 0 2,296
S&P GLOBAL INC COM 78409V104   1,070,399 2,030 SH   SOLE 0 10 0 2,020
SALESFORCE INC COM 79466L302   1,506,885 5,526 SH   SOLE 0 0 0 5,526
SCHNEIDER NATIONAL INC CL B 80689H102   20,981,109 868,783 SH   SOLE 0 11,124 0 857,659
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   6,561,157 267,366 SH   SOLE 0 7,600 0 259,766
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   2,573,729 88,111 SH   SOLE 0 1,000 0 87,111
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   748,864 28,259 SH   SOLE 0 1,200 0 27,059
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,196,005 4,723 SH   SOLE 0 0 0 4,723
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   263,272 3,224 SH   SOLE 0 0 0 3,224
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   518,875 3,850 SH   SOLE 0 0 0 3,850
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   8,738,277 80,515 SH   SOLE 0 1,770 0 78,745
SELECT SECTOR SPDR TR ENERGY 81369Y506   438,807 5,174 SH   SOLE 0 0 0 5,174
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   486,936 9,298 SH   SOLE 0 0 0 9,298
SERVICENOW INC COM 81762P102   482,170 469 SH   SOLE 0 0 0 469
SPDR GOLD TR GOLD SHS 78463V107   1,173,596 3,850 SH   SOLE 0 0 0 3,850
SPDR INDEX SHS FDS S&P NORTH AMER 78463X152   6,496,244 114,694 SH   SOLE 0 3,400 0 111,294
SPDR S&P 500 ETF TR TR UNIT 78462F103   299,657 485 SH   SOLE 0 0 0 485
SPDR SERIES TRUST NUVEEN ICE HIGH 78464A284   267,252 10,785 SH   SOLE 0 0 0 10,785
SPDR SERIES TRUST SPDR S&P 500 ETF 78468R796   454,550 8,925 SH   SOLE 0 0 0 8,925
SPDR SERIES TRUST S&P 500 ESG ETF 78468R531   202,583 3,460 SH   SOLE 0 0 0 3,460
SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103   266,901 9,175 SH   SOLE 0 0 0 9,175
STARBUCKS CORP COM 855244109   226,693 2,474 SH   SOLE 0 0 0 2,474
STRYKER CORPORATION COM 863667101   8,878,170 22,441 SH   SOLE 0 450 0 21,991
SYSCO CORP COM 871829107   780,122 10,300 SH   SOLE 0 0 0 10,300
TESLA INC COM 88160R101   1,905,991 6,000 SH   SOLE 0 85 0 5,915
THERMO FISHER SCIENTIFIC INC COM 883556102   1,778,344 4,386 SH   SOLE 0 150 0 4,236
TRANSDIGM GROUP INC COM 893641100   451,630 297 SH   SOLE 0 0 0 297
TRAVELERS COMPANIES INC COM 89417E109   524,378 1,960 SH   SOLE 0 0 0 1,960
UNION PAC CORP COM 907818108   6,807,608 29,588 SH   SOLE 0 0 0 29,588
UNITEDHEALTH GROUP INC COM 91324P102   6,444,408 20,657 SH   SOLE 0 265 0 20,392
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   1,182,351 16,058 SH   SOLE 0 0 0 16,058
VANGUARD INDEX FDS SMALL CP ETF 922908751   384,856 1,624 SH   SOLE 0 0 0 1,624
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   578,130 3,000 SH   SOLE 0 0 0 3,000
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   483,394 851 SH   SOLE 0 0 0 851
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   4,539,131 92,579 SH   SOLE 0 0 0 92,579
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   459,708 5,544 SH   SOLE 0 0 0 5,544
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   592,555 12,787 SH   SOLE 0 0 0 12,787
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   3,061,055 14,956 SH   SOLE 0 1,620 0 13,336
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   288,699 5,064 SH   SOLE 0 0 0 5,064
VANGUARD WORLD FD MEGA CAP INDEX 921910873   9,922,927 44,118 SH   SOLE 0 15 0 44,103
VANGUARD WORLD FD ESG US STK ETF 921910733   501,086 4,570 SH   SOLE 0 97 0 4,473
VARONIS SYS INC COM 922280102   520,188 10,250 SH   SOLE 0 0 0 10,250
VERIZON COMMUNICATIONS INC COM 92343V104   543,839 12,569 SH   SOLE 0 0 0 12,569
VERTEX PHARMACEUTICALS INC COM 92532F100   926,906 2,082 SH   SOLE 0 0 0 2,082
VISA INC COM CL A 92826C839   12,366,841 34,831 SH   SOLE 0 400 0 34,431
WALMART INC COM 931142103   613,807 6,277 SH   SOLE 0 0 0 6,277
WEC ENERGY GROUP INC COM 92939U106   1,373,564 13,182 SH   SOLE 0 0 0 13,182
YUM BRANDS INC COM 988498101   1,085,543 7,326 SH   SOLE 0 0 0 7,326