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
3M CO COM 88579Y101   404,463 3,848 SH   SOLE   3,753 0 95
ABBOTT LABS COM 002824100   2,992,942 29,557 SH   SOLE   29,445 0 112
ABBVIE INC COM 00287Y109   775,654 4,867 SH   SOLE   4,867 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   435,860 1,525 SH   SOLE   1,490 0 35
ADVANCED MICRO DEVICES INC COM 007903107   640,103 6,531 SH   SOLE   6,366 0 165
AFLAC INC COM 001055102   242,273 3,755 SH   SOLE   3,755 0 0
AIR PRODS & CHEMS INC COM 009158106   532,775 1,855 SH   SOLE   1,825 0 30
ALPHABET INC CAP STK CL A 02079K305   2,811,913 27,108 SH   SOLE   26,883 0 225
AMAZON COM INC COM 023135106   2,428,761 23,514 SH   SOLE   23,269 0 245
AMERICAN TOWER CORP NEW COM 03027X100   1,199,680 5,871 SH   SOLE   5,846 0 25
AMGEN INC COM 031162100   390,426 1,615 SH   SOLE   1,615 0 0
AMPHENOL CORP NEW CL A 032095101   2,168,113 26,531 SH   SOLE   26,241 0 290
ANALOG DEVICES INC COM 032654105   2,180,267 11,055 SH   SOLE   10,935 0 120
APPLE INC COM 037833100   8,445,518 51,216 SH   SOLE   50,386 0 830
AT&T INC COM 00206R102   240,240 12,480 SH   SOLE   12,480 0 0
BANK AMERICA CORP COM 060505104   210,610 7,364 SH   SOLE   7,364 0 0
BAXTER INTL INC COM 071813109   260,192 6,415 SH   SOLE   6,415 0 0
BECTON DICKINSON & CO COM 075887109   278,730 1,126 SH   SOLE   1,126 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,158,920 6,992 SH   SOLE   6,927 0 65
BHP GROUP LTD SPONSORED ADS 088606108   902,007 14,225 SH   SOLE   14,225 0 0
BLACKSTONE INC COM 09260D107   914,239 10,408 SH   SOLE   10,353 0 55
BOEING CO COM 097023105   670,429 3,156 SH   SOLE   3,031 0 125
BRISTOL-MYERS SQUIBB CO COM 110122108   692,407 9,990 SH   SOLE   9,390 0 600
CATERPILLAR INC COM 149123101   790,642 3,455 SH   SOLE   3,455 0 0
CDW CORP COM 12514G108   685,818 3,519 SH   SOLE   3,519 0 0
CHEVRON CORP NEW COM 166764100   3,590,336 22,005 SH   SOLE   21,849 0 156
CHIPOTLE MEXICAN GRILL INC COM 169656105   715,774 419 SH   SOLE   415 0 4
CHUBB LIMITED COM H1467J104   246,803 1,271 SH   SOLE   1,271 0 0
CISCO SYS INC COM 17275R102   310,095 5,932 SH   SOLE   5,932 0 0
CITIGROUP INC COM NEW 172967424   859,634 18,333 SH   SOLE   18,243 0 90
COCA COLA CO COM 191216100   1,416,951 22,843 SH   SOLE   22,843 0 0
CONOCOPHILLIPS COM 20825C104   1,641,231 16,543 SH   SOLE   16,328 0 215
COSTCO WHSL CORP NEW COM 22160K105   1,204,910 2,425 SH   SOLE   2,425 0 0
CROWN CASTLE INC COM 22822V101   349,322 2,610 SH   SOLE   2,555 0 55
CSX CORP COM 126408103   288,921 9,650 SH   SOLE   9,650 0 0
CVS HEALTH CORP COM 126650100   2,304,799 31,016 SH   SOLE   30,861 0 155
DANAHER CORPORATION COM 235851102   536,341 2,128 SH   SOLE   2,128 0 0
DEERE & CO COM 244199105   964,075 2,335 SH   SOLE   2,335 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   273,582 1,510 SH   SOLE   1,510 0 0
DIGITAL RLTY TR INC COM 253868103   746,173 7,590 SH   SOLE   7,490 0 100
DISNEY WALT CO COM 254687106   1,599,076 15,970 SH   SOLE   15,925 0 45
DUKE ENERGY CORP NEW COM NEW 26441C204   1,921,393 19,917 SH   SOLE   19,892 0 25
ENBRIDGE INC COM 29250N105   482,750 12,654 SH   SOLE   12,654 0 0
EOG RES INC COM 26875P101   503,799 4,395 SH   SOLE   4,395 0 0
EXXON MOBIL CORP COM 30231G102   3,042,188 27,742 SH   SOLE   27,692 0 50
FEDEX CORP COM 31428X106   1,291,197 5,651 SH   SOLE   5,581 0 70
GENERAC HLDGS INC COM 368736104   226,713 2,099 SH   SOLE   2,099 0 0
GENERAL DYNAMICS CORP COM 369550108   654,050 2,866 SH   SOLE   2,866 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   296,689 907 SH   SOLE   907 0 0
HOME DEPOT INC COM 437076102   1,028,198 3,484 SH   SOLE   3,419 0 65
HONEYWELL INTL INC COM 438516106   1,084,797 5,676 SH   SOLE   5,661 0 15
IDEXX LABS INC COM 45168D104   1,723,776 3,447 SH   SOLE   3,408 0 39
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,446,398 13,869 SH   SOLE   13,804 0 65
ISHARES INC MSCI EMRG CHN 46434G764   227,411 4,610 SH   SOLE   4,610 0 0
ISHARES INC MSCI EQUAL WEITE 464286681   1,667,464 22,071 SH   SOLE   21,996 0 75
ISHARES TR CORE MSCI EAFE 46432F842   317,604 4,751 SH   SOLE   4,751 0 0
ISHARES TR CORE S&P MCP ETF 464287507   3,284,351 13,129 SH   SOLE   13,089 0 40
ISHARES TR CORE S&P SCP ETF 464287804   3,270,491 33,821 SH   SOLE   33,736 0 85
ISHARES TR CORE S&P500 ETF 464287200   536,870 1,306 SH   SOLE   1,306 0 0
ISHARES TR IBONDS DEC23 ETF 46434VAX8   374,701 14,875 SH   SOLE   14,750 0 125
ISHARES TR IBONDS DEC24 ETF 46434VBG4   223,892 9,105 SH   SOLE   9,105 0 0
ISHARES TR IBOXX HI YD ETF 464288513   3,924,143 51,941 SH   SOLE   51,821 0 120
ISHARES TR IBOXX INV CP ETF 464287242   1,271,366 11,599 SH   SOLE   11,599 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   1,525,045 30,175 SH   SOLE   30,175 0 0
ISHARES TR JPMORGAN USD EMG 464288281   2,746,896 31,837 SH   SOLE   31,797 0 40
ISHARES TR MBS ETF 464288588   1,637,219 17,283 SH   SOLE   17,283 0 0
ISHARES TR MSCI EAFE ETF 464287465   575,021 8,040 SH   SOLE   8,040 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   2,528,818 20,383 SH   SOLE   20,233 0 150
ISHARES TR PFD AND INCM SEC 464288687   2,940,737 94,194 SH   SOLE   94,069 0 125
ISHARES TR S&P 500 GRWT ETF 464287309   998,665 15,631 SH   SOLE   15,331 0 300
ISHARES TR S&P 500 VAL ETF 464287408   824,209 5,431 SH   SOLE   5,431 0 0
ISHARES TR S&P MC 400GR ETF 464287606   531,963 7,439 SH   SOLE   6,614 0 825
ISHARES TR S&P MC 400VL ETF 464287705   2,549,415 24,807 SH   SOLE   24,557 0 250
ISHARES TR S&P SML 600 GWT 464287887   382,811 3,482 SH   SOLE   2,842 0 640
ISHARES TR SP SMCP600VL ETF 464287879   2,189,257 23,392 SH   SOLE   23,342 0 50
ISHARES TR TIPS BD ETF 464287176   1,105,036 10,023 SH   SOLE   9,973 0 50
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274   1,428,914 30,875 SH   SOLE   30,650 0 225
JOHNSON & JOHNSON COM 478160104   2,779,460 17,932 SH   SOLE   17,922 0 10
JOHNSON CTLS INTL PLC SHS G51502105   590,216 9,801 SH   SOLE   9,801 0 0
JPMORGAN CHASE & CO COM 46625H100   3,005,340 23,063 SH   SOLE   22,943 0 120
KLA CORP COM NEW 482480100   1,403,881 3,517 SH   SOLE   3,452 0 65
L3HARRIS TECHNOLOGIES INC COM 502431109   274,736 1,400 SH   SOLE   1,400 0 0
LAUDER ESTEE COS INC CL A 518439104   1,602,483 6,502 SH   SOLE   6,417 0 85
LILLY ELI & CO COM 532457108   2,550,580 7,427 SH   SOLE   7,407 0 20
LOWES COS INC COM 548661107   1,284,407 6,423 SH   SOLE   6,418 0 5
M & T BK CORP COM 55261F104   909,449 7,606 SH   SOLE   7,606 0 0
MARSH & MCLENNAN COS INC COM 571748102   905,532 5,437 SH   SOLE   5,437 0 0
MASCO CORP COM 574599106   200,322 4,029 SH   SOLE   4,029 0 0
MASTERCARD INCORPORATED CL A 57636Q104   507,320 1,396 SH   SOLE   1,389 0 7
MCDONALDS CORP COM 580135101   1,410,632 5,045 SH   SOLE   4,995 0 50
MERCK & CO INC COM 58933Y105   322,574 3,032 SH   SOLE   3,032 0 0
META PLATFORMS INC CL A 30303M102   485,555 2,291 SH   SOLE   2,291 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   3,114,270 37,172 SH   SOLE   36,667 0 505
MICROSOFT CORP COM 594918104   4,380,430 15,194 SH   SOLE   15,184 0 10
MONDELEZ INTL INC CL A 609207105   1,494,100 21,430 SH   SOLE   21,380 0 50
MORGAN STANLEY COM NEW 617446448   237,323 2,703 SH   SOLE   2,703 0 0
NEXTERA ENERGY INC COM 65339F101   1,045,513 13,564 SH   SOLE   13,354 0 210
NIKE INC CL B 654106103   1,498,048 12,215 SH   SOLE   12,115 0 100
NOVARTIS AG SPONSORED ADR 66987V109   289,616 3,148 SH   SOLE   3,148 0 0
NVIDIA CORPORATION COM 67066G104   1,845,226 6,643 SH   SOLE   6,578 0 65
ORACLE CORP COM 68389X105   2,611,610 28,106 SH   SOLE   27,781 0 325
PALO ALTO NETWORKS INC COM 697435105   3,547,782 17,762 SH   SOLE   17,587 0 175
PAYPAL HLDGS INC COM 70450Y103   931,100 12,261 SH   SOLE   12,156 0 105
PEPSICO INC COM 713448108   1,877,325 10,298 SH   SOLE   10,098 0 200
PFIZER INC COM 717081103   1,107,965 27,156 SH   SOLE   27,131 0 25
PIMCO ETF TR ACTIVE BD ETF 72201R775   6,321,905 68,157 SH   SOLE   67,867 0 290
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   250,110 2,520 SH   SOLE   2,520 0 0
PROCTER AND GAMBLE CO COM 742718109   2,996,401 20,152 SH   SOLE   20,024 0 128
RAYTHEON TECHNOLOGIES CORP COM 75513E101   289,285 2,954 SH   SOLE   2,954 0 0
SALESFORCE INC COM 79466L302   1,321,744 6,616 SH   SOLE   6,561 0 55
SCHWAB CHARLES CORP COM 808513105   260,329 4,970 SH   SOLE   4,970 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   2,294,589 71,438 SH   SOLE   71,263 0 175
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   224,621 490 SH   SOLE   490 0 0
SPDR SER TR BBG CONV SEC ETF 78464A359   2,030,544 30,275 SH   SOLE   30,100 0 175
SPDR SER TR BLOOMBERG INVT 78468R200   2,160,652 71,004 SH   SOLE   70,664 0 340
STARBUCKS CORP COM 855244109   1,088,887 10,457 SH   SOLE   10,432 0 25
STATE STR CORP COM 857477103   335,534 4,433 SH   SOLE   4,433 0 0
TEXAS INSTRS INC COM 882508104   1,090,019 5,860 SH   SOLE   5,835 0 25
THE CIGNA GROUP COM 125523100   935,240 3,660 SH   SOLE   3,660 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   430,548 747 SH   SOLE   737 0 10
TJX COS INC NEW COM 872540109   664,101 8,475 SH   SOLE   8,475 0 0
TRUIST FINL CORP COM 89832Q109   672,111 19,710 SH   SOLE   19,660 0 50
TYLER TECHNOLOGIES INC COM 902252105   1,320,679 3,724 SH   SOLE   3,704 0 20
UNITED PARCEL SERVICE INC CL B 911312106   1,994,605 10,282 SH   SOLE   10,107 0 175
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   587,244 7,954 SH   SOLE   7,954 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,876,621 22,599 SH   SOLE   22,339 0 260
VANGUARD INDEX FDS TOTAL STK MKT 922908769   6,443,029 31,568 SH   SOLE   31,318 0 250
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   224,841 4,205 SH   SOLE   4,205 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,380,389 83,673 SH   SOLE   83,448 0 225
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   7,044,760 87,818 SH   SOLE   87,653 0 165
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   311,247 4,083 SH   SOLE   4,083 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   2,445,371 15,878 SH   SOLE   15,733 0 145
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,779,047 16,863 SH   SOLE   16,788 0 75
VERIZON COMMUNICATIONS INC COM 92343V104   1,314,676 33,805 SH   SOLE   33,805 0 0
VISA INC COM CL A 92826C839   696,897 3,091 SH   SOLE   3,091 0 0
WALMART INC COM 931142103   282,514 1,916 SH   SOLE   1,916 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,322,362 10,235 SH   SOLE   10,125 0 110
ZOETIS INC CL A 98978V103   544,925 3,274 SH   SOLE   3,274 0 0