ALPHABET INC CAP STK CL A 02079K305 384181 2180 SH SOLE 0 0 2180 AMAZON COM INC COM 023135106 1507867 6873 SH SOLE 0 0 6873 AMGEN INC COM 031162100 763489 2734 SH SOLE 0 0 2734 APPLE INC COM 037833100 4825961 23522 SH SOLE 0 0 23522 APPLIED MATLS INC COM 038222105 807782 4412 SH SOLE 0 0 4412 AUTOMATIC DATA PROCESSING IN COM 053015103 851612 2761 SH SOLE 0 0 2761 BANK AMERICA CORP COM 060505104 227183 4801 SH SOLE 0 0 4801 BARINGS CORPORATE INVS COM 06759X107 7845010 362189 SH SOLE 0 0 362189 BLACKROCK INC COM 09247X101 809333 771 SH SOLE 0 0 771 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 652735 2686 SH SOLE 0 0 2686 CARLISLE COS INC COM 142339100 958899 2568 SH SOLE 0 0 2568 EOG RES INC COM 26875P101 625437 5229 SH SOLE 0 0 5229 FEDEX CORP COM 31428X106 689520 3033 SH SOLE 0 0 3033 FRANKLIN ELEC INC COM 353514102 511056 5695 SH SOLE 0 0 5695 GRACO INC COM 384109104 569055 6619 SH SOLE 0 0 6619 HOME DEPOT INC COM 437076102 287812 785 SH SOLE 0 0 785 HUBBELL INC COM 443510607 614611 1505 SH SOLE 0 0 1505 ILLINOIS TOOL WKS INC COM 452308109 670726 2713 SH SOLE 0 0 2713 INFOSYS LTD SPONSORED ADR 456788108 413862 22335 SH SOLE 0 0 22335 ISHARES TR IBOXX INV CP ETF 464287242 278970 2545 SH SOLE 0 0 2545 ISHARES TR RUS MDCP VAL ETF 464287473 1784672 13506 SH SOLE 0 0 13506 ISHARES TR RUS MD CP GR ETF 464287481 1283485 9255 SH SOLE 0 0 9255 ISHARES TR RUS 1000 VAL ETF 464287598 1233242 6349 SH SOLE 0 0 6349 ISHARES TR RUS 1000 GRW ETF 464287614 1564862 3686 SH SOLE 0 0 3686 ISHARES TR RUS 2000 VAL ETF 464287630 1898988 12037 SH SOLE 0 0 12037 ISHARES TR RUS 2000 GRW ETF 464287648 331200 1159 SH SOLE 0 0 1159 JPMORGAN CHASE & CO. COM 46625H100 2312625 7977 SH SOLE 0 0 7977 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 305520 6000 SH SOLE 0 0 6000 KAYNE ANDERSON ENERGY INFRST COM 486606106 426120 33500 SH SOLE 0 0 33500 ELI LILLY & CO COM 532457108 434198 557 SH SOLE 0 0 557 LOWES COS INC COM 548661107 421453 1900 SH SOLE 0 0 1900 MICROSOFT CORP COM 594918104 1437079 2889 SH SOLE 0 0 2889 NVIDIA CORPORATION COM 67066G104 524211 3318 SH SOLE 0 0 3318 PNC FINL SVCS GROUP INC COM 693475105 317846 1705 SH SOLE 0 0 1705 PALANTIR TECHNOLOGIES INC CL A 69608A108 337392 2475 SH SOLE 0 0 2475 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 3976168 41850 SH SOLE 0 0 41850 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 6002266 59703 SH SOLE 0 0 59703 PRICE T ROWE GROUP INC COM 74144T108 479372 4968 SH SOLE 0 0 4968 REGIONS FINANCIAL CORP NEW COM 7591EP100 584466 24850 SH SOLE 0 0 24850 SPDR S&P 500 ETF TR TR UNIT 78462F103 4759834 7704 SH SOLE 0 0 7704 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 302220 9000 SH SOLE 0 0 9000 TRUIST FINL CORP COM 89832Q109 937903 21817 SH SOLE 0 0 21817 VANGUARD STAR FDS VG TL INTL STK F 921909768 231452 3350 SH SOLE 0 0 3350 VANGUARD WORLD FD MEGA GRWTH IND 921910816 28651817 78247 SH SOLE 0 0 78247 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 26670518 203281 SH SOLE 0 0 203281 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 471775 2500 SH SOLE 0 0 2500 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 273824 3200 SH SOLE 0 0 3200 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 420068 4400 SH SOLE 0 0 4400 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3981032 50585 SH SOLE 0 0 50585 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 24978677 339246 SH SOLE 0 0 339246 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4629559 93602 SH SOLE 0 0 93602 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 4852786 59051 SH SOLE 0 0 59051 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 4734788 61094 SH SOLE 0 0 61094 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1502073 18894 SH SOLE 0 0 18894 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1486535 2617 SH SOLE 0 0 2617 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 23170328 140887 SH SOLE 0 0 140887 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 25157046 88460 SH SOLE 0 0 88460 VANGUARD INDEX FDS SML CP GRW ETF 922908595 23600347 85218 SH SOLE 0 0 85218 VANGUARD INDEX FDS SM CP VAL ETF 922908611 22902813 117444 SH SOLE 0 0 117444 VISA INC COM CL A 92826C839 244898 690 SH SOLE 0 0 690 WATSCO INC COM 942622200 649582 1471 SH SOLE 0 0 1471 WELLS FARGO CO NEW COM 949746101 211998 2646 SH SOLE 0 0 2646 ZOETIS INC CL A 98978V103 654557 4197 SH SOLE 0 0 4197