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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   2,666 23,574 SH   SOLE   0 0 23,574
ABBVIE INC COM 00287Y109   2,840 15,980 SH   SOLE   0 0 15,980
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,493 9,931 SH   SOLE   0 0 9,931
ADOBE INC COM 00724F101   2,802 6,302 SH   SOLE   0 0 6,302
AECOM COM 00766T100   295 2,766 SH   SOLE   0 0 2,766
AFLAC INC COM 001055102   2,938 28,407 SH   SOLE   0 0 28,407
AIR PRODS & CHEMS INC COM 009158106   2,216 7,640 SH   SOLE   0 0 7,640
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   541 6,375 SH   SOLE   0 0 6,375
ALPHABET INC CAP STK CL C 02079K107   8,497 44,619 SH   SOLE   0 0 44,619
AMAZON COM INC COM 023135106   6,508 29,665 SH   SOLE   0 0 29,665
AMERICAN TOWER CORP NEW COM 03027X100   1,165 6,352 SH   SOLE   0 0 6,352
AMGEN INC COM 031162100   2,153 8,260 SH   SOLE   0 0 8,260
ANALOG DEVICES INC COM 032654105   2,968 13,972 SH   SOLE   0 0 13,972
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   397 7,935 SH   SOLE   0 0 7,935
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   232 12,675 SH   SOLE   0 0 12,675
APPLE INC COM 037833100   21,874 87,348 SH   SOLE   0 0 87,348
ASML HOLDING N V N Y REGISTRY SHS N07059210   640 923 SH   SOLE   0 0 923
ASTRAZENECA PLC SPONSORED ADR 046353108   205 3,122 SH   SOLE   0 0 3,122
ATMOS ENERGY CORP COM 049560105   1,901 13,649 SH   SOLE   0 0 13,649
AUTOMATIC DATA PROCESSING IN COM 053015103   2,885 9,856 SH   SOLE   0 0 9,856
BANK AMERICA CORP COM 060505104   3,514 79,957 SH   SOLE   0 0 79,957
BERKSHIRE HATHAWAY INC DEL CL A 084670108   681 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,701 5,960 SH   SOLE   0 0 5,960
BLACKROCK INC COM 09290D101   2,220 2,166 SH   SOLE   0 0 2,166
BROADCOM INC COM 11135F101   14,314 61,741 SH   SOLE   0 0 61,741
BUILDERS FIRSTSOURCE INC COM 12008R107   272 1,904 SH   SOLE   0 0 1,904
CARLISLE COS INC COM 142339100   1,248 3,384 SH   SOLE   0 0 3,384
CATERPILLAR INC COM 149123101   448 1,235 SH   SOLE   0 0 1,235
CHEVRON CORP NEW COM 166764100   2,846 19,647 SH   SOLE   0 0 19,647
CHUBB LIMITED COM H1467J104   1,822 6,593 SH   SOLE   0 0 6,593
CISCO SYS INC COM 17275R102   6,529 110,290 SH   SOLE   0 0 110,290
CITIGROUP INC COM NEW 172967424   2,838 40,316 SH   SOLE   0 0 40,316
COCA COLA CO COM 191216100   1,079 17,333 SH   SOLE   0 0 17,333
COLGATE PALMOLIVE CO COM 194162103   2,083 22,915 SH   SOLE   0 0 22,915
CONOCOPHILLIPS COM 20825C104   625 6,305 SH   SOLE   0 0 6,305
COSTCO WHSL CORP NEW COM 22160K105   3,790 4,136 SH   SOLE   0 0 4,136
DECKERS OUTDOOR CORP COM 243537107   567 2,793 SH   SOLE   0 0 2,793
DISNEY WALT CO COM 254687106   1,584 14,230 SH   SOLE   0 0 14,230
DUKE ENERGY CORP NEW COM NEW 26441C204   522 4,849 SH   SOLE   0 0 4,849
DYNATRACE INC COM NEW 268150109   226 4,154 SH   SOLE   0 0 4,154
EAST WEST BANCORP INC COM 27579R104   421 4,401 SH   SOLE   0 0 4,401
ELI LILLY & CO COM 532457108   3,282 4,251 SH   SOLE   0 0 4,251
EOG RES INC COM 26875P101   699 5,703 SH   SOLE   0 0 5,703
EXXON MOBIL CORP COM 30231G102   800 7,438 SH   SOLE   0 0 7,438
FACTSET RESH SYS INC COM 303075105   2,015 4,196 SH   SOLE   0 0 4,196
GAMING & LEISURE PPTYS INC COM 36467J108   221 4,581 SH   SOLE   0 0 4,581
GE AEROSPACE COM NEW 369604301   2,759 16,546 SH   SOLE   0 0 16,546
GENERAL MTRS CO COM 37045V100   284 5,332 SH   SOLE   0 0 5,332
GOLDMAN SACHS GROUP INC COM 38141G104   527 920 SH   SOLE   0 0 920
GRACO INC COM 384109104   240 2,849 SH   SOLE   0 0 2,849
HDFC BANK LTD SPONSORED ADS 40415F101   461 7,220 SH   SOLE   0 0 7,220
HOME DEPOT INC COM 437076102   2,259 5,809 SH   SOLE   0 0 5,809
HONEYWELL INTL INC COM 438516106   1,551 6,869 SH   SOLE   0 0 6,869
HSBC HLDGS PLC SPON ADR NEW 404280406   576 11,649 SH   SOLE   0 0 11,649
ILLINOIS TOOL WKS INC COM 452308109   3,053 12,040 SH   SOLE   0 0 12,040
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   215 10,203 SH   SOLE   0 0 10,203
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577   270 14,699 SH   SOLE   0 0 14,699
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643   356 17,692 SH   SOLE   0 0 17,692
INVESCO QQQ TR UNIT SER 1 46090E103   6,478 12,672 SH   SOLE   0 0 12,672
ISHARES TR GLOB HLTHCRE ETF 464287325   287 3,338 SH   SOLE   0 0 3,338
ISHARES TR MSCI EAFE ETF 464287465   1,354 17,912 SH   SOLE   0 0 17,912
ISHARES TR RUS MD CP GR ETF 464287481   1,883 14,856 SH   SOLE   0 0 14,856
ISHARES TR RUS MID CAP ETF 464287499   573 6,483 SH   SOLE   0 0 6,483
ISHARES TR RUS 1000 GRW ETF 464287614   15,947 39,710 SH   SOLE   0 0 39,710
ISHARES TR RUS 2000 GRW ETF 464287648   340 1,182 SH   SOLE   0 0 1,182
ISHARES TR RUSSELL 2000 ETF 464287655   468 2,118 SH   SOLE   0 0 2,118
ISHARES TR S&P MC 400VL ETF 464287705   5,147 41,190 SH   SOLE   0 0 41,190
ISHARES TR U.S. FIN SVC ETF 464287770   642 8,256 SH   SOLE   0 0 8,256
ISHARES TR US CONSM STAPLES 464287812   278 4,233 SH   SOLE   0 0 4,233
ISHARES TR SP SMCP600VL ETF 464287879   7,796 71,776 SH   SOLE   0 0 71,776
ISHARES TR PFD AND INCM SEC 464288687   3,028 96,303 SH   SOLE   0 0 96,303
ISHARES TR MSCI USA MIN VOL 46429B697   4,571 51,478 SH   SOLE   0 0 51,478
JABIL INC COM 466313103   340 2,361 SH   SOLE   0 0 2,361
JOHNSON & JOHNSON COM 478160104   4,610 31,878 SH   SOLE   0 0 31,878
JPMORGAN CHASE & CO. COM 46625H100   8,726 36,402 SH   SOLE   0 0 36,402
L3HARRIS TECHNOLOGIES INC COM 502431109   1,539 7,321 SH   SOLE   0 0 7,321
LENNOX INTL INC COM 526107107   302 496 SH   SOLE   0 0 496
LINDE PLC SHS G54950103   3,661 8,744 SH   SOLE   0 0 8,744
LOCKHEED MARTIN CORP COM 539830109   2,170 4,466 SH   SOLE   0 0 4,466
LOWES COS INC COM 548661107   3,705 15,012 SH   SOLE   0 0 15,012
MANHATTAN ASSOCIATES INC COM 562750109   317 1,172 SH   SOLE   0 0 1,172
MASTERCARD INCORPORATED CL A 57636Q104   3,014 5,724 SH   SOLE   0 0 5,724
MCDONALDS CORP COM 580135101   3,500 12,075 SH   SOLE   0 0 12,075
MEDTRONIC PLC SHS G5960L103   438 5,487 SH   SOLE   0 0 5,487
MERCK & CO INC COM 58933Y105   2,075 20,858 SH   SOLE   0 0 20,858
META PLATFORMS INC CL A 30303M102   2,953 5,043 SH   SOLE   0 0 5,043
MICROSOFT CORP COM 594918104   19,401 46,028 SH   SOLE   0 0 46,028
MICROSTRATEGY INC CL A NEW 594972408   246 850 SH   SOLE   0 0 850
NETFLIX INC COM 64110L106   2,749 3,084 SH   SOLE   0 0 3,084
NEUROCRINE BIOSCIENCES INC COM 64125C109   338 2,477 SH   SOLE   0 0 2,477
NEXTERA ENERGY INC COM 65339F101   2,546 35,520 SH   SOLE   0 0 35,520
NIKE INC CL B 654106103   1,527 20,176 SH   SOLE   0 0 20,176
NOVARTIS AG SPONSORED ADR 66987V109   505 5,186 SH   SOLE   0 0 5,186
NOVO-NORDISK A S ADR 670100205   472 5,490 SH   SOLE   0 0 5,490
NVIDIA CORPORATION COM 67066G104   9,195 68,473 SH   SOLE   0 0 68,473
PAYCHEX INC COM 704326107   2,811 20,046 SH   SOLE   0 0 20,046
PEPSICO INC COM 713448108   2,733 17,973 SH   SOLE   0 0 17,973
PROCTER AND GAMBLE CO COM 742718109   4,499 26,840 SH   SOLE   0 0 26,840
PROSHARES TR S&P 500 DV ARIST 74348A467   1,416 14,227 SH   SOLE   0 0 14,227
REINSURANCE GRP OF AMERICA I COM NEW 759351604   348 1,631 SH   SOLE   0 0 1,631
RELIANCE INC COM 759509102   253 939 SH   SOLE   0 0 939
RIO TINTO PLC SPONSORED ADR 767204100   402 6,831 SH   SOLE   0 0 6,831
ROYAL BK CDA COM 780087102   577 4,791 SH   SOLE   0 0 4,791
RPM INTL INC COM 749685103   344 2,797 SH   SOLE   0 0 2,797
RTX CORPORATION COM 75513E101   2,005 17,328 SH   SOLE   0 0 17,328
S&P GLOBAL INC COM 78409V104   2,303 4,624 SH   SOLE   0 0 4,624
SANOFI SPONSORED ADR 80105N105   355 7,356 SH   SOLE   0 0 7,356
SAP SE SPON ADR 803054204   806 3,273 SH   SOLE   0 0 3,273
SCHLUMBERGER LTD COM STK 806857108   308 8,023 SH   SOLE   0 0 8,023
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   5,159 37,500 SH   SOLE   0 0 37,500
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   7,466 183,591 SH   SOLE   0 0 183,591
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   7,866 103,921 SH   SOLE   0 0 103,921
SHELL PLC SPON ADS 780259305   337 5,377 SH   SOLE   0 0 5,377
SHERWIN WILLIAMS CO COM 824348106   1,278 3,761 SH   SOLE   0 0 3,761
SONY GROUP CORP SPONSORED ADR 835699307   507 23,957 SH   SOLE   0 0 23,957
SOUTHERN CO COM 842587107   506 6,152 SH   SOLE   0 0 6,152
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,946 10,146 SH   SOLE   0 0 10,146
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   228 400 SH   SOLE   0 0 400
SPDR SER TR BBG CONV SEC ETF 78464A359   515 6,617 SH   SOLE   0 0 6,617
SPDR SER TR PRTFLO S&P500 GW 78464A409   27,070 307,966 SH   SOLE   0 0 307,966
SPDR SER TR PRTFLO S&P500 VL 78464A508   2,795 54,664 SH   SOLE   0 0 54,664
SPDR SER TR BLOOMBERG HIGH Y 78468R622   516 5,408 SH   SOLE   0 0 5,408
STARBUCKS CORP COM 855244109   2,050 22,462 SH   SOLE   0 0 22,462
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,053 5,334 SH   SOLE   0 0 5,334
TARGET CORP COM 87612E106   2,161 15,987 SH   SOLE   0 0 15,987
TESLA INC COM 88160R101   2,937 7,274 SH   SOLE   0 0 7,274
TOYOTA MOTOR CORP ADS 892331307   554 2,849 SH   SOLE   0 0 2,849
UNILEVER PLC SPON ADR NEW 904767704   426 7,519 SH   SOLE   0 0 7,519
UNION PAC CORP COM 907818108   1,570 6,887 SH   SOLE   0 0 6,887
UNITED PARCEL SERVICE INC CL B 911312106   1,559 12,365 SH   SOLE   0 0 12,365
UNITED THERAPEUTICS CORP DEL COM 91307C102   364 1,031 SH   SOLE   0 0 1,031
UNITEDHEALTH GROUP INC COM 91324P102   5,177 10,235 SH   SOLE   0 0 10,235
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,036 9,347 SH   SOLE   0 0 9,347
VANGUARD INDEX FDS TOTAL STK MKT 922908769   606 2,091 SH   SOLE   0 0 2,091
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   670 7,498 SH   SOLE   0 0 7,498
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   753 7,290 SH   SOLE   0 0 7,290
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   675 8,414 SH   SOLE   0 0 8,414
VISA INC COM CL A 92826C839   3,605 11,407 SH   SOLE   0 0 11,407
VISTRA CORP COM 92840M102   567 4,115 SH   SOLE   0 0 4,115
WALMART INC COM 931142103   7,348 81,330 SH   SOLE   0 0 81,330
WATSCO INC COM 942622200   246 519 SH   SOLE   0 0 519
WISDOMTREE TR ITL HDG QTLY DIV 97717X594   716 16,476 SH   SOLE   0 0 16,476
ZOETIS INC CL A 98978V103   1,492 9,159 SH   SOLE   0 0 9,159