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
3M CO COM 88579Y101 1,804 9,365 SH   SOLE   0 0 9,365
ABBOTT LABS COM 002824100 1,802 15,038 SH   SOLE   0 0 15,038
APPLE INC COM 037833100 2,588 21,190 SH   SOLE   0 0 21,190
AT&T INC COM 00206R102 1,857 61,342 SH   SOLE   0 0 61,342
BERKSHIRE HATHAWAY INC DEL CL A 084670108 386 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,064 11,993 SH   SOLE   0 0 11,993
BLACKROCK INC COM 09247X101 2,703 3,585 SH   SOLE   0 0 3,585
BLACKSTONE GROUP INC COM 09260D107 3,115 41,794 SH   SOLE   0 0 41,794
BOEING CO COM 097023105 2,390 9,382 SH   SOLE   0 0 9,382
CATERPILLAR INC COM 149123101 968 4,175 SH   SOLE   0 0 4,175
CHEVRON CORP NEW COM 166764100 1,218 11,619 SH   SOLE   0 0 11,619
CVS HEALTH CORP COM 126650100 1,943 25,827 SH   SOLE   0 0 25,827
DEERE & CO COM 244199105 2,924 7,816 SH   SOLE   0 0 7,816
DIAGEO PLC SPON ADR NEW 25243Q205 3,388 20,635 SH   SOLE   0 0 20,635
DISNEY WALT CO COM 254687106 2,543 13,783 SH   SOLE   0 0 13,783
DOMINION ENERGY INC COM 25746U109 1,474 19,407 SH   SOLE   0 0 19,407
EATON CORP PLC SHS G29183103 3,006 21,737 SH   SOLE   0 0 21,737
EMERSON ELEC CO COM 291011104 374 4,145 SH   SOLE   0 0 4,145
ENBRIDGE INC COM 29250N105 2,091 57,450 SH   SOLE   0 0 57,450
ENTERPRISE PRODS PARTNERS L COM 293792107 2,088 94,803 SH   SOLE   0 0 94,803
EXXON MOBIL CORP COM 30231G102 1,310 23,459 SH   SOLE   0 0 23,459
FEDERAL RLTY INVT TR SH BEN INT NEW 313747206 264 2,600 SH   SOLE   0 0 2,600
FEDEX CORP COM 31428X106 2,041 7,186 SH   SOLE   0 0 7,186
GENERAL MLS INC COM 370334104 2,536 41,355 SH   SOLE   0 0 41,355
HEALTHPEAK PROPERTIES INC COM 42250P103 558 17,590 SH   SOLE   0 0 17,590
HERCULES CAPITAL INC COM 427096508 1,387 86,495 SH   SOLE   0 0 86,495
HSBC HLDGS PLC SPON ADR NEW 404280406 1,388 47,625 SH   SOLE   0 0 47,625
ILLINOIS TOOL WKS INC COM 452308109 2,775 12,528 SH   SOLE   0 0 12,528
ISHARES TR CORE S&P500 ETF 464287200 736 1,850 SH   SOLE   0 0 1,850
ISHARES TR PFD AND INCM SEC 464288687 2,580 67,200 SH   SOLE   0 0 67,200
ISHARES TR RUS 1000 ETF 464287622 269 1,200 SH   SOLE   0 0 1,200
ISHARES TR S&P 100 ETF 464287101 2,194 12,200 SH   SOLE   0 0 12,200
JOHNSON & JOHNSON COM 478160104 2,938 17,879 SH   SOLE   0 0 17,879
JOHNSON CTLS INTL PLC SHS G51502105 832 13,950 SH   SOLE   0 0 13,950
JPMORGAN CHASE & CO COM 46625H100 3,954 25,974 SH   SOLE   0 0 25,974
KELLOGG CO COM 487836108 1,595 25,195 SH   SOLE   0 0 25,195
KINDER MORGAN INC DEL COM 49456B101 241 14,472 SH   SOLE   0 0 14,472
L3HARRIS TECHNOLOGIES INC COM 502431109 408 2,015 SH   SOLE   0 0 2,015
LOCKHEED MARTIN CORP COM 539830109 802 2,170 SH   SOLE   0 0 2,170
MCCORMICK & CO INC COM NON VTG 579780206 682 7,650 SH   SOLE   0 0 7,650
MICROSOFT CORP COM 594918104 4,641 19,684 SH   SOLE   0 0 19,684
NOVARTIS AG SPONSORED ADR 66987V109 1,823 21,325 SH   SOLE   0 0 21,325
PALANTIR TECHNOLOGIES INC CL A 69608A108 256 11,000 SH   SOLE   0 0 11,000
PEPSICO INC COM 713448108 1,780 12,581 SH   SOLE   0 0 12,581
PFIZER INC COM 717081103 1,359 37,516 SH   SOLE   0 0 37,516
PROCTER AND GAMBLE CO COM 742718109 3,896 28,767 SH   SOLE   0 0 28,767
RAYTHEON TECHNOLOGIES CORP COM 75513E101 662 8,567 SH   SOLE   0 0 8,567
RPM INTL INC COM 749685103 1,038 11,300 SH   SOLE   0 0 11,300
RYDER SYS INC COM 783549108 375 4,959 SH   SOLE   0 0 4,959
SANOFI SPONSORED ADR 80105N105 1,447 29,250 SH   SOLE   0 0 29,250
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 631 19,855 SH   SOLE   0 0 19,855
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1,001 10,350 SH   SOLE   0 0 10,350
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 542 7,280 SH   SOLE   0 0 7,280
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2,006 20,130 SH   SOLE   0 0 20,130
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 358 10,525 SH   SOLE   0 0 10,525
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 354 3,600 SH   SOLE   0 0 3,600
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8252P105 490 28,575 SH   SOLE   0 0 28,575
SPDR S&P 500 ETF TR TR UNIT 78462F103 436 1,100 SH   SOLE   0 0 1,100
STRYKER CORPORATION COM 863667101 1,352 5,550 SH   SOLE   0 0 5,550
THERMO FISHER SCIENTIFIC INC COM 883556102 419 917 SH   SOLE   0 0 917
TORONTO DOMINION BK ONT COM NEW 891160509 1,449 22,225 SH   SOLE   0 0 22,225
UNILEVER PLC SPON ADR NEW 904767704 864 15,477 SH   SOLE   0 0 15,477
UNION PAC CORP COM 907818108 3,215 14,587 SH   SOLE   0 0 14,587
UNITED PARCEL SERVICE INC CL B 911312106 650 3,823 SH   SOLE   0 0 3,823
UNITEDHEALTH GROUP INC COM 91324P102 1,557 4,185 SH   SOLE   0 0 4,185
US BANCORP DEL COM NEW 902973304 978 17,679 SH   SOLE   0 0 17,679
VANGUARD INDEX FDS TOTAL STK MKT 922908769 413 2,000 SH   SOLE   0 0 2,000
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,030 20,975 SH   SOLE   0 0 20,975
VERIZON COMMUNICATIONS INC COM 92343V104 1,682 28,924 SH   SOLE   0 0 28,924
VISA INC COM CL A 92826C839 537 2,535 SH   SOLE   0 0 2,535
WELLTOWER INC COM 95040Q104 1,160 16,192 SH   SOLE   0 0 16,192
WP CAREY INC COM 92936U109 2,495 35,260 SH   SOLE   0 0 35,260