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
3M CO COM 88579Y101   248,724 2,485 SH   SOLE   2,410 0 75
ABBOTT LABS COM 002824100   3,328,598 30,532 SH   SOLE   30,420 0 112
ABBVIE INC COM 00287Y109   543,636 4,035 SH   SOLE   4,035 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   893,339 2,895 SH   SOLE   2,860 0 35
ADVANCED MICRO DEVICES INC COM 007903107   882,461 7,747 SH   SOLE   7,582 0 165
AFLAC INC COM 001055102   230,340 3,300 SH   SOLE   3,300 0 0
ALPHABET INC CAP STK CL A 02079K305   3,416,598 28,543 SH   SOLE   28,318 0 225
AMAZON COM INC COM 023135106   3,256,393 24,980 SH   SOLE   24,735 0 245
AMERICAN TOWER CORP NEW COM 03027X100   1,224,926 6,316 SH   SOLE   6,291 0 25
AMGEN INC COM 031162100   495,105 2,230 SH   SOLE   2,230 0 0
AMPHENOL CORP NEW CL A 032095101   2,347,254 27,631 SH   SOLE   27,341 0 290
ANALOG DEVICES INC COM 032654105   2,290,965 11,760 SH   SOLE   11,640 0 120
APPLE INC COM 037833100   9,576,493 49,371 SH   SOLE   48,556 0 815
BANK AMERICA CORP COM 060505104   211,273 7,364 SH   SOLE   7,364 0 0
BAXTER INTL INC COM 071813109   282,700 6,205 SH   SOLE   6,205 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,571,822 7,542 SH   SOLE   7,482 0 60
BHP GROUP LTD SPONSORED ADS 088606108   950,543 15,930 SH   SOLE   15,910 0 20
BLACKROCK INC COM 09247X101   270,927 392 SH   SOLE   390 0 2
BLACKSTONE INC COM 09260D107   1,071,293 11,523 SH   SOLE   11,468 0 55
BOEING CO COM 097023105   897,642 4,251 SH   SOLE   4,116 0 135
BRISTOL-MYERS SQUIBB CO COM 110122108   715,601 11,190 SH   SOLE   10,590 0 600
CATERPILLAR INC COM 149123101   1,069,087 4,345 SH   SOLE   4,345 0 0
CHEVRON CORP NEW COM 166764100   3,473,974 22,078 SH   SOLE   21,922 0 156
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,028,859 481 SH   SOLE   477 0 4
CHUBB LIMITED COM H1467J104   234,538 1,218 SH   SOLE   1,218 0 0
CISCO SYS INC COM 17275R102   285,967 5,527 SH   SOLE   5,527 0 0
CITIGROUP INC COM NEW 172967424   613,990 13,336 SH   SOLE   13,246 0 90
COCA COLA CO COM 191216100   1,364,465 22,658 SH   SOLE   22,658 0 0
CONOCOPHILLIPS COM 20825C104   1,765,307 17,038 SH   SOLE   16,823 0 215
COSTCO WHSL CORP NEW COM 22160K105   1,419,708 2,637 SH   SOLE   2,637 0 0
CSX CORP COM 126408103   329,065 9,650 SH   SOLE   9,650 0 0
CVS HEALTH CORP COM 126650100   2,236,079 32,346 SH   SOLE   32,191 0 155
DANAHER CORPORATION COM 235851102   832,320 3,468 SH   SOLE   3,468 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   261,955 1,510 SH   SOLE   1,510 0 0
DIGITAL RLTY TR INC COM 253868103   922,916 8,105 SH   SOLE   8,005 0 100
DISNEY WALT CO COM 254687106   1,559,722 17,470 SH   SOLE   17,425 0 45
DUKE ENERGY CORP NEW COM NEW 26441C204   1,757,738 19,587 SH   SOLE   19,562 0 25
ENBRIDGE INC COM 29250N105   515,791 13,884 SH   SOLE   13,884 0 0
EOG RES INC COM 26875P101   571,628 4,995 SH   SOLE   4,995 0 0
EXXON MOBIL CORP COM 30231G102   2,999,998 27,972 SH   SOLE   27,922 0 50
FEDEX CORP COM 31428X106   1,397,164 5,636 SH   SOLE   5,566 0 70
GENERAC HLDGS INC COM 368736104   305,567 2,049 SH   SOLE   2,049 0 0
GENERAL DYNAMICS CORP COM 369550108   607,368 2,823 SH   SOLE   2,823 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   634,436 1,967 SH   SOLE   1,967 0 0
HOME DEPOT INC COM 437076102   1,035,674 3,334 SH   SOLE   3,269 0 65
HONEYWELL INTL INC COM 438516106   1,167,395 5,626 SH   SOLE   5,626 0 0
IDEXX LABS INC COM 45168D104   1,825,606 3,635 SH   SOLE   3,596 0 39
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,616,931 14,299 SH   SOLE   14,234 0 65
INTERNATIONAL BUSINESS MACHS COM 459200101   218,110 1,630 SH   SOLE   1,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764   732,659 14,095 SH   SOLE   14,070 0 25
ISHARES INC MSCI EQUAL WEITE 464286681   1,672,983 21,231 SH   SOLE   21,156 0 75
ISHARES TR CORE MSCI EAFE 46432F842   320,693 4,751 SH   SOLE   4,751 0 0
ISHARES TR IBONDS DEC23 ETF 46434VAX8   366,073 14,475 SH   SOLE   14,350 0 125
ISHARES TR IBONDS DEC24 ETF 46434VBG4   211,855 8,605 SH   SOLE   8,605 0 0
ISHARES TR IBOXX HI YD ETF 464288513   4,028,631 53,665 SH   SOLE   53,520 0 145
ISHARES TR IBOXX INV CP ETF 464287242   1,164,019 10,764 SH   SOLE   10,764 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   1,371,899 27,345 SH   SOLE   27,345 0 0
ISHARES TR JPMORGAN USD EMG 464288281   2,651,586 30,640 SH   SOLE   30,600 0 40
ISHARES TR MBS ETF 464288588   1,345,721 14,429 SH   SOLE   14,429 0 0
ISHARES TR MSCI EAFE ETF 464287465   582,900 8,040 SH   SOLE   8,040 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   2,719,654 20,165 SH   SOLE   20,015 0 150
ISHARES TR PFD AND INCM SEC 464288687   2,857,592 92,389 SH   SOLE   92,264 0 125
ISHARES TR RUS 1000 ETF 464287622   261,777 1,074 SH   SOLE   1,074 0 0
ISHARES TR SP SMCP600VL ETF 464287879   2,101,680 22,102 SH   SOLE   22,052 0 50
ISHARES TR TIPS BD ETF 464287176   1,079,751 10,033 SH   SOLE   9,983 0 50
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274   1,701,333 37,147 SH   SOLE   36,877 0 270
JOHNSON CTLS INTL PLC SHS G51502105   705,317 10,351 SH   SOLE   10,351 0 0
KLA CORP COM NEW 482480100   1,527,813 3,150 SH   SOLE   3,100 0 50
L3HARRIS TECHNOLOGIES INC COM 502431109   274,078 1,400 SH   SOLE   1,400 0 0
LAUDER ESTEE COS INC CL A 518439104   1,380,944 7,032 SH   SOLE   6,947 0 85
LOWES COS INC COM 548661107   1,501,583 6,653 SH   SOLE   6,648 0 5
MASTERCARD INCORPORATED CL A 57636Q104   527,415 1,341 SH   SOLE   1,334 0 7
MCDONALDS CORP COM 580135101   1,456,241 4,880 SH   SOLE   4,830 0 50
META PLATFORMS INC CL A 30303M102   668,950 2,331 SH   SOLE   2,331 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   3,348,605 37,377 SH   SOLE   36,877 0 500
MICROSOFT CORP COM 594918104   5,182,678 15,219 SH   SOLE   15,209 0 10
MONDELEZ INTL INC CL A 609207105   1,652,091 22,650 SH   SOLE   22,600 0 50
MORGAN STANLEY COM NEW 617446448   209,486 2,453 SH   SOLE   2,453 0 0
NEXTERA ENERGY INC COM 65339F101   1,138,154 15,339 SH   SOLE   15,119 0 220
NIKE INC CL B 654106103   1,494,410 13,540 SH   SOLE   13,440 0 100
NOVARTIS AG SPONSORED ADR 66987V109   248,037 2,458 SH   SOLE   2,458 0 0
NVIDIA CORPORATION COM 67066G104   2,757,667 6,519 SH   SOLE   6,454 0 65
ORACLE CORP COM 68389X105   3,344,167 28,081 SH   SOLE   27,786 0 295
PALO ALTO NETWORKS INC COM 697435105   4,261,140 16,677 SH   SOLE   16,512 0 165
PAYPAL HLDGS INC COM 70450Y103   808,368 12,114 SH   SOLE   12,009 0 105
PEPSICO INC COM 713448108   1,985,188 10,718 SH   SOLE   10,518 0 200
PFIZER INC COM 717081103   922,832 25,159 SH   SOLE   25,159 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775   5,930,654 64,731 SH   SOLE   64,516 0 215
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   221,467 2,220 SH   SOLE   2,220 0 0
PROCTER AND GAMBLE CO COM 742718109   3,105,208 20,464 SH   SOLE   20,336 0 128
RAYTHEON TECHNOLOGIES CORP COM 75513E101   282,027 2,879 SH   SOLE   2,879 0 0
SALESFORCE INC COM 79466L302   1,568,816 7,426 SH   SOLE   7,371 0 55
SCHWAB CHARLES CORP COM 808513105   277,449 4,895 SH   SOLE   4,895 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   2,450,425 75,305 SH   SOLE   75,130 0 175
SPDR SER TR BBG CONV SEC ETF 78464A359   2,412,436 34,488 SH   SOLE   34,288 0 200
SPDR SER TR BLOOMBERG INVT 78468R200   2,274,252 74,104 SH   SOLE   73,714 0 390
STARBUCKS CORP COM 855244109   1,035,871 10,457 SH   SOLE   10,432 0 25
STATE STR CORP COM 857477103   331,725 4,533 SH   SOLE   4,533 0 0
TEXAS INSTRS INC COM 882508104   1,045,017 5,805 SH   SOLE   5,780 0 25
THE CIGNA GROUP COM 125523100   1,026,996 3,660 SH   SOLE   3,660 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   389,748 747 SH   SOLE   737 0 10
TJX COS INC NEW COM 872540109   760,142 8,965 SH   SOLE   8,965 0 0
TRUIST FINL CORP COM 89832Q109   549,032 18,090 SH   SOLE   18,040 0 50
TYLER TECHNOLOGIES INC COM 902252105   1,661,298 3,989 SH   SOLE   3,969 0 20
UNITED PARCEL SERVICE INC CL B 911312106   1,854,701 10,347 SH   SOLE   10,172 0 175
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   530,201 7,294 SH   SOLE   7,294 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,800,133 21,543 SH   SOLE   21,283 0 260
VANGUARD INDEX FDS TOTAL STK MKT 922908769   6,754,666 30,664 SH   SOLE   30,414 0 250
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,192,404 78,476 SH   SOLE   78,251 0 225
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   6,650,691 84,154 SH   SOLE   83,989 0 165
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   308,920 4,083 SH   SOLE   4,083 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   2,605,052 16,038 SH   SOLE   15,893 0 145
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,769,884 16,686 SH   SOLE   16,611 0 75
VERIZON COMMUNICATIONS INC COM 92343V104   1,106,700 29,758 SH   SOLE   29,758 0 0
VISA INC COM CL A 92826C839   770,860 3,246 SH   SOLE   3,246 0 0
WALMART INC COM 931142103   289,368 1,841 SH   SOLE   1,841 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,514,968 10,405 SH   SOLE   10,295 0 110
ZOETIS INC CL A 98978V103   692,112 4,019 SH   SOLE   4,019 0 0