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
ABBOTT LABS COM 002824100   2,356,657 21,411 SH   SOLE   0 0 21,411
ABBVIE INC COM 00287Y109   2,496,179 16,108 SH   SOLE   0 0 16,108
AFLAC INC COM 001055102   3,076,147 37,287 SH   SOLE   0 0 37,287
AIR PRODS & CHEMS INC COM 009158106   2,412,433 8,811 SH   SOLE   0 0 8,811
ALPHABET INC CAP STK CL A 02079K305   651,654 4,665 SH   SOLE   0 0 4,665
AMAZON COM INC COM 023135106   1,308,051 8,609 SH   SOLE   0 0 8,609
AMERICAN EXPRESS CO COM 025816109   293,528 1,567 SH   SOLE   0 0 1,567
APOLLO COML REAL EST FIN INC COM 03762U105   137,358 11,700 SH   SOLE   0 0 11,700
APPLE INC COM 037833100   5,410,389 28,102 SH   SOLE   0 0 28,102
ASML HOLDING N V N Y REGISTRY SHS N07059210   769,031 1,016 SH   SOLE   0 0 1,016
ATMOS ENERGY CORP COM 049560105   2,436,532 21,023 SH   SOLE   0 0 21,023
AUTOMATIC DATA PROCESSING IN COM 053015103   2,705,692 11,614 SH   SOLE   0 0 11,614
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,580,153 10,038 SH   SOLE   0 0 10,038
BROWN & BROWN INC COM 115236101   2,891,872 40,668 SH   SOLE   0 0 40,668
CANADIAN PACIFIC KANSAS CITY COM 13646K108   808,468 10,226 SH   SOLE   0 0 10,226
CATERPILLAR INC COM 149123101   2,886,922 9,764 SH   SOLE   0 0 9,764
CINTAS CORP COM 172908105   3,531,838 5,860 SH   SOLE   0 0 5,860
DEERE & CO COM 244199105   205,933 515 SH   SOLE   0 0 515
EATON VANCE NATL MUN OPPORT COM SHS 27829L105   390,163 23,059 SH   SOLE   0 0 23,059
ELI LILLY & CO COM 532457108   368,988 633 SH   SOLE   0 0 633
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   309,003 22,392 SH   SOLE   0 0 22,392
EXPEDITORS INTL WASH INC COM 302130109   2,998,446 23,573 SH   SOLE   0 0 23,573
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   3,151,982 48,724 SH   SOLE   0 0 48,724
HOME DEPOT INC COM 437076102   205,219 592 SH   SOLE   0 0 592
HONEYWELL INTL INC COM 438516106   1,053,373 5,023 SH   SOLE   0 0 5,023
ILLINOIS TOOL WKS INC COM 452308109   2,800,180 10,690 SH   SOLE   0 0 10,690
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827   2,570,622 104,667 SH   SOLE   0 0 104,667
INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800   320,633 10,208 SH   SOLE   0 0 10,208
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370   865,612 10,505 SH   SOLE   0 0 10,505
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   538,887 3,415 SH   SOLE   0 0 3,415
ISHARES TR CORE DIV GRWTH 46434V621   25,610,195 475,849 SH   SOLE   0 0 475,849
ISHARES TR CORE S&P SCP ETF 464287804   13,804,024 127,520 SH   SOLE   0 0 127,520
ISHARES TR CORE S&P US VLU 464287663   1,725,020 20,456 SH   SOLE   0 0 20,456
ISHARES TR CORE US AGGBD ET 464287226   32,277,641 325,216 SH   SOLE   0 0 325,216
ISHARES TR EXPANDED TECH 464287515   467,703 1,153 SH   SOLE   0 0 1,153
ISHARES TR EXPND TEC SC ETF 464287549   19,198,640 42,837 SH   SOLE   0 0 42,837
ISHARES TR GLOBAL 100 ETF 464287572   524,829 6,518 SH   SOLE   0 0 6,518
ISHARES TR IBOXX HI YD ETF 464288513   304,507 3,935 SH   SOLE   0 0 3,935
ISHARES TR NATIONAL MUN ETF 464288414   6,116,059 56,416 SH   SOLE   0 0 56,416
ISHARES TR PFD AND INCM SEC 464288687   235,017 7,535 SH   SOLE   0 0 7,535
ISHARES TR RUS MDCP VAL ETF 464287473   240,720 2,070 SH   SOLE   0 0 2,070
ISHARES TR SHRT NAT MUN ETF 464288158   403,439 3,827 SH   SOLE   0 0 3,827
J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159   237,674 5,211 SH   SOLE   0 0 5,211
JOHNSON & JOHNSON COM 478160104   367,158 2,342 SH   SOLE   0 0 2,342
JPMORGAN CHASE & CO COM 46625H100   538,367 3,165 SH   SOLE   0 0 3,165
LINDE PLC SHS G54950103   2,652,776 6,459 SH   SOLE   0 0 6,459
LOWES COS INC COM 548661107   2,647,935 11,898 SH   SOLE   0 0 11,898
MAINSTAY MACKAY DEFINEDTERM COM 56064K100   212,474 13,075 SH   SOLE   0 0 13,075
MASTERCARD INCORPORATED CL A 57636Q104   202,236 474 SH   SOLE   0 0 474
MCDONALDS CORP COM 580135101   2,805,959 9,463 SH   SOLE   0 0 9,463
META PLATFORMS INC CL A 30303M102   456,608 1,290 SH   SOLE   0 0 1,290
MICROSOFT CORP COM 594918104   2,686,792 7,145 SH   SOLE   0 0 7,145
NEXTERA ENERGY INC COM 65339F101   1,668,992 27,478 SH   SOLE   0 0 27,478
NIKE INC CL B 654106103   219,656 2,023 SH   SOLE   0 0 2,023
NORDSON CORP COM 655663102   2,451,974 9,282 SH   SOLE   0 0 9,282
NVIDIA CORPORATION COM 67066G104   1,544,148 3,118 SH   SOLE   0 0 3,118
OREILLY AUTOMOTIVE INC COM 67103H107   345,829 364 SH   SOLE   0 0 364
PRICE T ROWE GROUP INC COM 74144T108   2,091,240 19,419 SH   SOLE   0 0 19,419
PROSHARES TR S&P 500 DV ARIST 74348A467   1,018,141 10,695 SH   SOLE   0 0 10,695
ROPER TECHNOLOGIES INC COM 776696106   2,963,069 5,435 SH   SOLE   0 0 5,435
S&P GLOBAL INC COM 78409V104   2,920,323 6,629 SH   SOLE   0 0 6,629
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   32,369,415 581,452 SH   SOLE   0 0 581,452
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   38,072,314 500,096 SH   SOLE   0 0 500,096
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   54,881,541 661,542 SH   SOLE   0 0 661,542
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   363,163 2,031 SH   SOLE   0 0 2,031
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   10,583,889 77,606 SH   SOLE   0 0 77,606
SHERWIN WILLIAMS CO COM 824348106   3,222,083 10,331 SH   SOLE   0 0 10,331
SMITH A O CORP COM 831865209   3,143,697 38,133 SH   SOLE   0 0 38,133
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,839,986 5,975 SH   SOLE   0 0 5,975
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   292,251 576 SH   SOLE   0 0 576
SPDR SER TR NUVEEN BLOOMBERG 78464A284   887,145 35,065 SH   SOLE   0 0 35,065
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   365,856 20,600 SH   SOLE   0 0 20,600
TARGET CORP COM 87612E106   1,896,344 13,315 SH   SOLE   0 0 13,315
TESLA INC COM 88160R101   599,831 2,414 SH   SOLE   0 0 2,414
T-MOBILE US INC COM 872590104   347,756 2,169 SH   SOLE   0 0 2,169
TRANSOCEAN LTD REG SHS H8817H100   71,152 11,205 SH   SOLE   0 0 11,205
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   1,208,054 16,425 SH   SOLE   0 0 16,425
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,507,524 8,030 SH   SOLE   0 0 8,030
VANGUARD INDEX FDS TOTAL STK MKT 922908769   12,666,597 53,396 SH   SOLE   0 0 53,396
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   230,949 2,985 SH   SOLE   0 0 2,985
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   715,510 4,199 SH   SOLE   0 0 4,199