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
ABBOTT LABS COM 002824100 1,677 17,090 SH   SOLE 0 0 0 17,090
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,621 6,140 SH   SOLE 0 0 0 6,140
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,209 7,368 SH   SOLE 0 0 0 7,368
AIRBNB INC COM CL A 009066101 1,651 14,123 SH   SOLE 0 0 0 14,123
ALIGN TECHNOLOGY INC COM 016255101 327 1,596 SH   SOLE 0 0 0 1,596
ALPHABET INC CAP STK CL C 02079K107 3,894 38,824 SH   SOLE 0 0 0 38,824
AMAZON COM INC COM 023135106 5,522 47,989 SH   SOLE 0 0 0 47,989
APPLE INC COM 037833100 3,437 23,890 SH   SOLE 0 0 0 23,890
AT&T INC COM 00206R102 1,333 85,759 SH   SOLE 0 0 0 85,759
AUTODESK INC COM 052769106 1,625 8,248 SH   SOLE 0 0 0 8,248
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 462 1,660 SH   SOLE 0 0 0 1,660
BK OF AMERICA CORP COM 060505104 204 6,005 SH   SOLE 0 0 0 6,005
CHEVRON CORP NEW COM 166764100 2,162 12,868 SH   SOLE 0 0 0 12,868
CISCO SYS INC COM 17275R102 1,571 37,508 SH   SOLE 0 0 0 37,508
CITIGROUP INC COM NEW 172967424 1,535 35,427 SH   SOLE 0 0 0 35,427
COCA COLA CO COM 191216100 1,884 33,665 SH   SOLE 0 0 0 33,665
COSTCO WHSL CORP NEW COM 22160K105 247 523 SH   SOLE 0 0 0 523
CROWN CASTLE INC COM 22822V101 1,414 10,822 SH   SOLE 0 0 0 10,822
DIGITAL RLTY TR INC COM 253868103 884 9,289 SH   SOLE 0 0 0 9,289
DOCUSIGN INC COM 256163106 438 9,414 SH   SOLE 0 0 0 9,414
DUKE ENERGY CORP NEW COM NEW 26441C204 1,416 15,861 SH   SOLE 0 0 0 15,861
EMERSON ELEC CO COM 291011104 1,361 16,759 SH   SOLE 0 0 0 16,759
ENBRIDGE INC COM 29250N105 1,638 43,934 SH   SOLE 0 0 0 43,934
EXXON MOBIL CORP COM 30231G102 2,654 25,568 SH   SOLE 0 0 0 25,568
FIRST HORIZON CORPORATION COM 320517105 2,122 88,146 SH   SOLE 0 0 0 88,146
FLAHERTY & CRUMRINE PFD SECS COM 338478100 705 47,832 SH   SOLE 0 0 0 47,832
FRONTIER GROUP HLDGS INC COM 35909R108 894 93,726 SH   SOLE 0 0 0 93,726
FS KKR CAP CORP COM 302635206 325 18,074 SH   SOLE 0 0 0 18,074
GARTNER INC COM 366651107 1,025 3,582 SH   SOLE 0 0 0 3,582
GENERAL DYNAMICS CORP COM 369550108 1,943 8,118 SH   SOLE 0 0 0 8,118
GENERAL MLS INC COM 370334104 2,008 25,698 SH   SOLE 0 0 0 25,698
GILEAD SCIENCES INC COM 375558103 1,964 29,672 SH   SOLE 0 0 0 29,672
HP INC COM 40434L105 1,128 44,240 SH   SOLE 0 0 0 44,240
ILLUMINA INC COM 452327109 599 2,928 SH   SOLE 0 0 0 2,928
INTERNATIONAL BUSINESS MACHS COM 459200101 1,730 14,122 SH   SOLE 0 0 0 14,122
INTUITIVE SURGICAL INC COM NEW 46120E602 715 3,385 SH   SOLE 0 0 0 3,385
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 13,103 99,747 SH   SOLE 0 0 0 99,747
ISHARES INC ESG AWR MSCI EM 46434G863 7,099 259,269 SH   SOLE 0 0 0 259,269
ISHARES INC MSCI EMERG MRKT 464286533 1,117 22,239 SH   SOLE 0 0 0 22,239
ISHARES TR CORE S&P SCP ETF 464287804 8,286 90,626 SH   SOLE 0 0 0 90,626
ISHARES TR U.S. ENERGY ETF 464287796 449 9,897 SH   SOLE 0 0 0 9,897
ISHARES TR MSCI USA MIN VOL 46429B697 1,220 18,106 SH   SOLE 0 0 0 18,106
ISHARES TR RUS MID CAP ETF 464287499 6,985 109,690 SH   SOLE 0 0 0 109,690
ISHARES TR CORE S&P500 ETF 464287200 355 960 SH   SOLE 0 0 0 960
ISHARES TR GRWT ALLOCAT ETF 464289867 584 13,052 SH   SOLE 0 0 0 13,052
ISHARES TR ESG AWR MSCI USA 46435G425 9,190 112,457 SH   SOLE 0 0 0 112,457
ISHARES TR AGGRES ALLOC ETF 464289859 379 6,764 SH   SOLE 0 0 0 6,764
ISHARES TR EAFE VALUE ETF 464288877 18,515 466,719 SH   SOLE 0 0 0 466,719
ISHARES TR GLOBAL TECH ETF 464287291 875 20,333 SH   SOLE 0 0 0 20,333
ISHARES TR US INFRASTRUC 46435U713 552 16,517 SH   SOLE 0 0 0 16,517
ISHARES TR EAFE GRWTH ETF 464288885 12,343 167,527 SH   SOLE 0 0 0 167,527
ISHARES TR CORE HIGH DV ETF 46429B663 1,283 13,241 SH   SOLE 0 0 0 13,241
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 4,100 109,903 SH   SOLE 0 0 0 109,903
JOHNSON & JOHNSON COM 478160104 1,482 9,000 SH   SOLE 0 0 0 9,000
KIMBERLY-CLARK CORP COM 494368103 921 8,011 SH   SOLE 0 0 0 8,011
LOCKHEED MARTIN CORP COM 539830109 1,681 3,821 SH   SOLE 0 0 0 3,821
MASTERCARD INCORPORATED CL A 57636Q104 2,689 9,029 SH   SOLE 0 0 0 9,029
MCDONALDS CORP COM 580135101 1,784 7,113 SH   SOLE 0 0 0 7,113
MERCK & CO INC COM 58933Y105 2,018 21,643 SH   SOLE 0 0 0 21,643
META PLATFORMS INC CL A 30303M102 1,932 14,501 SH   SOLE 0 0 0 14,501
MICROSOFT CORP COM 594918104 3,057 12,927 SH   SOLE 0 0 0 12,927
NETFLIX INC COM 64110L106 1,477 5,422 SH   SOLE 0 0 0 5,422
NIKE INC CL B 654106103 756 8,533 SH   SOLE 0 0 0 8,533
PAYPAL HLDGS INC COM 70450Y103 1,247 14,765 SH   SOLE 0 0 0 14,765
PEMBINA PIPELINE CORP COM 706327103 1,427 44,728 SH   SOLE 0 0 0 44,728
PFIZER INC COM 717081103 1,977 45,856 SH   SOLE 0 0 0 45,856
PHILIP MORRIS INTL INC COM 718172109 1,332 15,409 SH   SOLE 0 0 0 15,409
PHILLIPS 66 COM 718546104 1,594 16,277 SH   SOLE 0 0 0 16,277
PROCTER AND GAMBLE CO COM 742718109 1,656 12,783 SH   SOLE 0 0 0 12,783
PRUDENTIAL FINL INC COM 744320102 1,660 17,212 SH   SOLE 0 0 0 17,212
RIO TINTO PLC SPONSORED ADR 767204100 1,203 22,383 SH   SOLE 0 0 0 22,383
RXSIGHT INC COM 78349D107 134 12,100 SH   SOLE 0 0 0 12,100
SALESFORCE INC COM 79466L302 1,737 11,305 SH   SOLE 0 0 0 11,305
SERVICENOW INC COM 81762P102 1,290 3,629 SH   SOLE 0 0 0 3,629
SOUTHERN CO COM 842587107 1,473 22,767 SH   SOLE 0 0 0 22,767
TESLA INC COM 88160R101 603 2,715 SH   SOLE 0 0 0 2,715
UNITED PARCEL SERVICE INC CL B 911312106 1,327 8,004 SH   SOLE 0 0 0 8,004
UNITEDHEALTH GROUP INC COM 91324P102 1,694 3,256 SH   SOLE 0 0 0 3,256
US BANCORP DEL COM NEW 902973304 1,580 38,294 SH   SOLE 0 0 0 38,294
VERIZON COMMUNICATIONS INC COM 92343V104 1,258 34,402 SH   SOLE 0 0 0 34,402
VISA INC COM CL A 92826C839 3,269 17,538 SH   SOLE 0 0 0 17,538
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,320 39,520 SH   SOLE 0 0 0 39,520
WP CAREY INC COM 92936U109 1,456 20,593 SH   SOLE 0 0 0 20,593
ZOETIS INC CL A 98978V103 1,078 7,278 SH   SOLE 0 0 0 7,278