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 783 6,047 SH   SOLE   6,047 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,988 7,161 SH   SOLE   7,161 0 0
AMAZON COM INC COM 023135106 221 2,080 SH   SOLE   2,080 0 0
AMERICAN ELEC PWR CO INC COM 025537101 236 2,464 SH   SOLE   2,464 0 0
AON PLC SHS CL A G0403H108 785 2,911 SH   SOLE   2,911 0 0
APPLE INC COM 037833100 364 2,661 SH   SOLE   2,661 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 387 814 SH   SOLE   814 0 0
AT&T INC COM 00206R102 891 42,522 SH   SOLE   42,522 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,122 5,341 SH   SOLE   5,341 0 0
BARCLAYS BANK PLC IPATH SHILR CAPE 06742A669 291 15,560 SH   SOLE   15,560 0 0
BECTON DICKINSON & CO COM 075887109 2,030 8,233 SH   SOLE   8,233 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29 108 SH   SOLE   108 0 0
BOEING CO COM 097023105 345 2,523 SH   SOLE   2,523 0 0
BOSTON SCIENTIFIC CORP COM 101137107 317 8,497 SH   SOLE   8,497 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 928 12,050 SH   SOLE   12,050 0 0
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 252 12,620 SH   SOLE   12,620 0 0
CISCO SYS INC COM 17275R102 642 15,051 SH   SOLE   15,051 0 0
COMCAST CORP NEW CL A 20030N101 218 5,568 SH   SOLE   5,568 0 0
CONOCOPHILLIPS COM 20825C104 551 6,136 SH   SOLE   6,136 0 0
DEERE & CO COM 244199105 2,830 9,448 SH   SOLE   9,448 0 0
DIGITAL RLTY TR INC COM 253868103 2,878 22,169 SH   SOLE   22,169 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1,717 35,762 SH   SOLE   35,762 0 0
DOMINION ENERGY INC COM 25746U109 2,240 28,063 SH   SOLE   28,063 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,113 38,362 SH   SOLE   38,362 0 0
EMERSON ELEC CO COM 291011104 450 5,658 SH   SOLE   5,658 0 0
EXXON MOBIL CORP COM 30231G102 2,047 23,908 SH   SOLE   23,908 0 0
FEDEX CORP COM 31428X106 513 2,263 SH   SOLE   2,263 0 0
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 5,059 83,387 SH   SOLE   83,387 0 0
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 587 12,996 SH   SOLE   12,996 0 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 6,465 66,992 SH   SOLE   66,992 0 0
FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 1 30 SH   SOLE   30 0 0
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 2 53 SH   SOLE   53 0 0
FIRST TR ENERGY INFRASTRCTR COM 33738C103 1,756 122,619 SH   SOLE   122,619 0 0
FIRST TR INTER DURATN PFD & COM 33718W103 340 18,223 SH   SOLE   18,223 0 0
FORD MTR CO DEL COM 345370860 286 25,732 SH   SOLE   25,732 0 0
GENERAL ELECTRIC CO COM NEW 369604301 218 3,419 SH   SOLE   3,419 0 0
GLOBAL X FDS S&P 500 COVERED 37954Y475 322 7,544 SH   SOLE   7,544 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483 6,862 392,791 SH   SOLE   392,791 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 724 9,966 SH   SOLE   9,966 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 444 17,152 SH   SOLE   17,152 0 0
INTEL CORP COM 458140100 1,368 36,562 SH   SOLE   36,562 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 593 4,203 SH   SOLE   4,203 0 0
IRON MTN INC NEW COM 46284V101 564 11,593 SH   SOLE   11,593 0 0
ISHARES TR CORE S&P TTL STK 464287150 20 238 SH   SOLE   238 0 0
ISHARES TR SELECT DIVID ETF 464287168 831 7,060 SH   SOLE   7,060 0 0
ISHARES TR TIPS BD ETF 464287176 669 5,877 SH   SOLE   5,877 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,790 4,720 SH   SOLE   4,720 0 0
ISHARES TR CORE US AGGBD ET 464287226 0 3 SH   SOLE   3 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 52 1,300 SH   SOLE   1,300 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 24 400 SH   SOLE   400 0 0
ISHARES TR S&P 500 VAL ETF 464287408 11 80 SH   SOLE   80 0 0
ISHARES TR MSCI EAFE ETF 464287465 159 2,548 SH   SOLE   2,548 0 0
ISHARES TR RUS MD CP GR ETF 464287481 299 3,775 SH   SOLE   3,775 0 0
ISHARES TR RUS MID CAP ETF 464287499 650 10,051 SH   SOLE   10,051 0 0
ISHARES TR CORE S&P MCP ETF 464287507 2,602 11,502 SH   SOLE   11,502 0 0
ISHARES TR ISHARES SEMICDTR 464287523 2,070 5,922 SH   SOLE   5,922 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 20 135 SH   SOLE   135 0 0
ISHARES TR S&P MC 400GR ETF 464287606 54 840 SH   SOLE   840 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 18 130 SH   SOLE   130 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 711 3,444 SH   SOLE   3,444 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 153 905 SH   SOLE   905 0 0
ISHARES TR U.S. REAL ES ETF 464287739 70 766 SH   SOLE   766 0 0
ISHARES TR US HLTHCARE ETF 464287762 687 2,554 SH   SOLE   2,554 0 0
ISHARES TR CORE S&P SCP ETF 464287804 154 1,662 SH   SOLE   1,662 0 0
ISHARES TR EUROPE ETF 464287861 9 200 SH   SOLE   200 0 0
ISHARES TR S&P SML 600 GWT 464287887 44 420 SH   SOLE   420 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 790 7,546 SH   SOLE   7,546 0 0
ISHARES TR MSCI AC ASIA ETF 464288182 28 400 SH   SOLE   400 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 93 4,865 SH   SOLE   4,865 0 0
ISHARES TR NATIONAL MUN ETF 464288414 1,043 9,810 SH   SOLE   9,810 0 0
ISHARES TR ASIA 50 ETF 464288430 1,152 18,356 SH   SOLE   18,356 0 0
ISHARES TR INTL SEL DIV ETF 464288448 4 130 SH   SOLE   130 0 0
ISHARES TR INTL DEV RE ETF 464288489 1 63 SH   SOLE   63 0 0
ISHARES TR IBOXX HI YD ETF 464288513 801 10,875 SH   SOLE   10,875 0 0
ISHARES TR CRE U S REIT ETF 464288521 37 700 SH   SOLE   700 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 16 320 SH   SOLE   320 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 6,458 127,745 SH   SOLE   127,745 0 0
ISHARES TR PFD AND INCM SEC 464288687 47 1,430 SH   SOLE   1,430 0 0
ISHARES TR U.S. MED DVC ETF 464288810 1,869 37,060 SH   SOLE   37,060 0 0
ISHARES TR ESG SCRND S&P SM 46436E544 61 1,872 SH   SOLE   1,872 0 0
ISHARES TR ESG SCRD S&P MID 46436E551 61 1,985 SH   SOLE   1,985 0 0
ISHARES TR ESG SCRND S&P500 46436E569 247 8,683 SH   SOLE   8,683 0 0
JOHNSON & JOHNSON COM 478160104 2,288 12,889 SH   SOLE   12,889 0 0
JPMORGAN CHASE & CO COM 46625H100 2,445 21,716 SH   SOLE   21,716 0 0
KINDER MORGAN INC DEL COM 49456B101 250 14,914 SH   SOLE   14,914 0 0
LILLY ELI & CO COM 532457108 758 2,337 SH   SOLE   2,337 0 0
LOWES COS INC COM 548661107 4,807 27,520 SH   SOLE   27,520 0 0
MCDONALDS CORP COM 580135101 1,761 7,134 SH   SOLE   7,134 0 0
MICROSOFT CORP COM 594918104 230 895 SH   SOLE   895 0 0
NEWMONT CORP COM 651639106 228 3,821 SH   SOLE   3,821 0 0
NEXTERA ENERGY INC COM 65339F101 673 8,684 SH   SOLE   8,684 0 0
NORFOLK SOUTHN CORP COM 655844108 250 1,100 SH   SOLE   1,100 0 0
NOVARTIS AG SPONSORED ADR 66987V109 733 8,670 SH   SOLE   8,670 0 0
NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 795 64,278 SH   SOLE   64,278 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 202 7,149 SH   SOLE   7,149 0 0
PFIZER INC COM 717081103 260 4,954 SH   SOLE   4,954 0 0
PHILLIPS 66 COM 718546104 1,217 14,841 SH   SOLE   14,841 0 0
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 397 4,486 SH   SOLE   4,486 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3,095 31,232 SH   SOLE   31,232 0 0
PIMCO INCOME STRATEGY FD COM 72201H108 1,982 220,470 SH   SOLE   220,470 0 0
PROCTER AND GAMBLE CO COM 742718109 1,704 11,851 SH   SOLE   11,851 0 0
PROGRESSIVE CORP COM 743315103 653 5,615 SH   SOLE   5,615 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 134 15,599 SH   SOLE   15,599 0 0
REAVES UTIL INCOME FD COM SH BEN INT 756158101 560 18,076 SH   SOLE   18,076 0 0
ROYAL BK CDA COM 780087102 541 5,586 SH   SOLE   5,586 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 122 2,761 SH   SOLE   2,761 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 294 6,580 SH   SOLE   6,580 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 63 1,090 SH   SOLE   1,090 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 44 708 SH   SOLE   708 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1,443 23,000 SH   SOLE   23,000 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4,159 106,669 SH   SOLE   106,669 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,419 55,897 SH   SOLE   55,897 0 0
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 0 11 SH   SOLE   11 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3,742 52,244 SH   SOLE   52,244 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,972 94,515 SH   SOLE   94,515 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847 286 13,575 SH   SOLE   13,575 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 23 312 SH   SOLE   312 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 29 230 SH   SOLE   230 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 37 513 SH   SOLE   513 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 30 217 SH   SOLE   217 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 21 666 SH   SOLE   666 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 25 285 SH   SOLE   285 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,573 12,371 SH   SOLE   12,371 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4 92 SH   SOLE   92 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 39 555 SH   SOLE   555 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 1,162 222,178 SH   SOLE   222,178 0 0
SOUTHERN CO COM 842587107 3,144 44,085 SH   SOLE   44,085 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 468 1,240 SH   SOLE   1,240 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622 206 2,271 SH   SOLE   2,271 0 0
SPDR SER TR PRTFLO S&P500 HI 78468R788 77 1,930 SH   SOLE   1,930 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 2 20 SH   SOLE   20 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853 26 733 SH   SOLE   733 0 0
SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 1,099 27,606 SH   SOLE   27,606 0 0
STRYKER CORPORATION COM 863667101 557 2,800 SH   SOLE   2,800 0 0
SYSCO CORP COM 871829107 450 5,314 SH   SOLE   5,314 0 0
T ROWE PRICE ETF INC ULTRA SHRT TRM 87283Q701 403 8,278 SH   SOLE   8,278 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 392 4,800 SH   SOLE   4,800 0 0
TE CONNECTIVITY LTD SHS H84989104 283 2,500 SH   SOLE   2,500 0 0
TOYOTA MOTOR CORP ADS 892331307 691 4,482 SH   SOLE   4,482 0 0
VALERO ENERGY CORP COM 91913Y100 235 2,210 SH   SOLE   2,210 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 4,168 19,150 SH   SOLE   19,150 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 367 1,057 SH   SOLE   1,057 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 64 495 SH   SOLE   495 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 105 1,155 SH   SOLE   1,155 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 7 46 SH   SOLE   46 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 20 100 SH   SOLE   100 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 59 335 SH   SOLE   335 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7,076 69,577 SH   SOLE   69,577 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 131 555 SH   SOLE   555 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 155 475 SH   SOLE   475 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 3 22 SH   SOLE   22 0 0
VANGUARD WORLD FDS COMM SRVC ETF 92204A884 17 185 SH   SOLE   185 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,639 51,999 SH   SOLE   51,999 0 0
VISA INC COM CL A 92826C839 4,131 20,983 SH   SOLE   20,983 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 834 53,553 SH   SOLE   53,553 0 0
WALMART INC COM 931142103 674 5,546 SH   SOLE   5,546 0 0
WELLTOWER INC COM 95040Q104 396 4,805 SH   SOLE   4,805 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 416 12,566 SH   SOLE   12,566 0 0
WISDOMTREE TR US HIGH DIVIDEND 97717W208 18 215 SH   SOLE   215 0 0
WISDOMTREE TR EMG MKTS SMCAP 97717W281 2,273 50,911 SH   SOLE   50,911 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 28 951 SH   SOLE   951 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 225 2,140 SH   SOLE   2,140 0 0