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 8 64 SH   SOLE   0 0 64
ABBOTT LABS COM 002824100 12 110 SH   SOLE   0 0 110
ADOBE SYSTEMS INCORPORATED COM 00724F101 10 26 SH   SOLE   0 0 26
AFLAC INC COM 001055102 127 2,304 SH   SOLE   0 0 2,304
AIR PRODS & CHEMS INC COM 009158106 7 31 SH   SOLE   0 0 31
ALPHABET INC CAP STK CL C 02079K107 2,546 1,164 SH   SOLE   15 0 1,149
ALPHABET INC CAP STK CL A 02079K305 37 17 SH   SOLE   0 0 17
AMAZON COM INC COM 023135106 4,044 38,075 SH   SOLE   240 0 37,835
AMERICAN CENTY ETF TR QUALITY DIVRSFED 025072406 16 405 SH   SOLE   0 0 405
AMERICAN TOWER CORP NEW COM 03027X100 2,587 10,121 SH   SOLE   158 0 9,963
AMGEN INC COM 031162100 11 45 SH   SOLE   0 0 45
APPLE INC COM 037833100 2,928 21,414 SH   SOLE   256 0 21,158
APPLIED MATLS INC COM 038222105 2,317 25,463 SH   SOLE   323 0 25,140
AT&T INC COM 00206R102 13 629 SH   SOLE   0 0 629
AUTOMATIC DATA PROCESSING IN COM 053015103 1,853 8,821 SH   SOLE   121 0 8,700
AUTOZONE INC COM 053332102 2,459 1,144 SH   SOLE   17 0 1,127
BAXTER INTL INC COM 071813109 1,707 26,582 SH   SOLE   402 0 26,180
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,215 11,775 SH   SOLE   150 0 11,625
CASSAVA SCIENCES INC COM 14817C107 14 500 SH   SOLE   0 0 500
CENTENE CORP DEL COM 15135B101 17 200 SH   SOLE   0 0 200
CENTERPOINT ENERGY INC COM 15189T107 36 1,230 SH   SOLE   0 0 1,230
CHARTER COMMUNICATIONS INC N CL A 16119P108 5 10 SH   SOLE   0 0 10
CLOROX CO DEL COM 189054109 51 360 SH   SOLE   0 0 360
COCA COLA CO COM 191216100 3 52 SH   SOLE   0 0 52
COLGATE PALMOLIVE CO COM 194162103 10 123 SH   SOLE   0 0 123
CONSTELLATION BRANDS INC CL A 21036P108 2,006 8,606 SH   SOLE   142 0 8,464
CROWN CASTLE INTL CORP NEW COM 22822V101 101 599 SH   SOLE   0 0 599
DIGITAL RLTY TR INC COM 253868103 1,776 13,679 SH   SOLE   174 0 13,505
DISNEY WALT CO COM 254687106 5 50 SH   SOLE   0 0 50
EATON CORP PLC SHS G29183103 2,353 18,676 SH   SOLE   230 0 18,446
EATON VANCE TAX-MANAGED BUY- COM 27828Y108 20 1,500 SH   SOLE   0 0 1,500
EBAY INC. COM 278642103 1 15 SH   SOLE   0 0 15
EDWARDS LIFESCIENCES CORP COM 28176E108 48 510 SH   SOLE   0 0 510
ELECTRONIC ARTS INC COM 285512109 61 500 SH   SOLE   0 0 500
EQUINIX INC COM 29444U700 104 158 SH   SOLE   0 0 158
EXXON MOBIL CORP COM 30231G102 210 2,447 SH   SOLE   0 0 2,447
FIRST TR EXCHNG TRADED FD VI CBOE VEST NAS100 33740F581 3,512 182,828 SH   SOLE   2,255 0 180,573
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F722 5,120 145,552 SH   SOLE   1,467 0 144,085
FIRST TR EXCHNG TRADED FD VI FT CBOE VEST MAR 33740F599 4,884 162,054 SH   SOLE   1,631 0 160,423
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 13 280 SH   SOLE   0 0 280
FIRST TR EXCHNG TRADED FD VI VEST US BUFFER 33740F862 26 760 SH   SOLE   0 0 760
FISERV INC COM 337738108 28 314 SH   SOLE   0 0 314
FLEXSHARES TR REAL ASST IDX 33939L738 9,826 324,932 SH   SOLE   4,220 0 320,712
GENERAC HLDGS INC COM 368736104 39 186 SH   SOLE   0 0 186
GILEAD SCIENCES INC COM 375558103 11 175 SH   SOLE   0 0 175
HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 11,711 309,970 SH   SOLE   53 0 309,917
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,686 15,132 SH   SOLE   205 0 14,927
HOME DEPOT INC COM 437076102 99 360 SH   SOLE   0 0 360
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 57 2,340 SH   SOLE   0 0 2,340
INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 85 3,485 SH   SOLE   0 0 3,485
INTEL CORP COM 458140100 12 329 SH   SOLE   0 0 329
INVESCO QQQ TR UNIT SER 1 46090E103 111 395 SH   SOLE   0 0 395
IQVIA HLDGS INC COM 46266C105 10 45 SH   SOLE   0 0 45
ISHARES INC MSCI SWITZERLAND 464286749 26 635 SH   SOLE   0 0 635
ISHARES TR IBONDS DEC23 ETF 46434VAX8 3,346 133,341 SH   SOLE   0 0 133,341
ISHARES TR IBONDS DEC24 ETF 46434VBG4 2,121 85,700 SH   SOLE   0 0 85,700
ISHARES TR IBONDS DEC25 ETF 46434VBD1 2,365 95,752 SH   SOLE   0 0 95,752
ISHARES TR IBONDS DEC2026 46435GAA0 2,139 89,929 SH   SOLE   0 0 89,929
ISHARES TR IBONDS 27 ETF 46435UAA9 3,242 135,828 SH   SOLE   0 0 135,828
ISHARES TR IBDS DEC28 ETF 46435U515 3,082 123,491 SH   SOLE   0 0 123,491
ISHARES TR IBONDS DEC22 ETF 46434VBA7 196 7,828 SH   SOLE   0 0 7,828
ISHARES TR EXPONENTIAL TECH 46434V381 7 136 SH   SOLE   0 0 136
ISHARES TR RUS 1000 GRW ETF 464287614 69 314 SH   SOLE   0 0 314
ISHARES TR IBONDS DEC 29 46436E205 72 3,139 SH   SOLE   0 0 3,139
ISHARES TR IBONDS DEC 2030 46436E726 28 1,305 SH   SOLE   0 0 1,305
ISHARES TR EAFE GRWTH ETF 464288885 43 537 SH   SOLE   0 0 537
ISHARES TR GRWT ALLOCAT ETF 464289867 12 257 SH   SOLE   0 0 257
ISHARES TR ISHARES SEMICDTR 464287523 46 131 SH   SOLE   0 0 131
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 9,060 188,596 SH   SOLE   0 0 188,596
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 8,510 169,889 SH   SOLE   0 0 169,889
JOHNSON & JOHNSON COM 478160104 6 34 SH   SOLE   0 0 34
JOHNSON CTLS INTL PLC SHS G51502105 17 360 SH   SOLE   0 0 360
LISTED FD TR WAHED FTSE ETF 53656F607 26 735 SH   SOLE   0 0 735
LOWES COS INC COM 548661107 24 140 SH   SOLE   0 0 140
LULULEMON ATHLETICA INC COM 550021109 41 150 SH   SOLE   0 0 150
M & T BK CORP COM 55261F104 2,060 12,924 SH   SOLE   210 0 12,714
MERCK & CO INC COM 58933Y105 1,910 20,947 SH   SOLE   296 0 20,651
META PLATFORMS INC CL A 30303M102 4 25 SH   SOLE   0 0 25
MGE ENERGY INC COM 55277P104 58 750 SH   SOLE   0 0 750
MICROSOFT CORP COM 594918104 3,437 13,381 SH   SOLE   170 0 13,211
MODERNA INC COM 60770K107 34 240 SH   SOLE   0 0 240
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,437 11,629 SH   SOLE   157 0 11,472
NETFLIX INC COM 64110L106 28 160 SH   SOLE   0 0 160
NUCOR CORP COM 670346105 1,528 14,631 SH   SOLE   232 0 14,399
PAYPAL HLDGS INC COM 70450Y103 2 30 SH   SOLE   0 0 30
PEPSICO INC COM 713448108 20 122 SH   SOLE   0 0 122
PIONEER NAT RES CO COM 723787107 2,793 12,519 SH   SOLE   195 0 12,324
PRINCIPAL EXCHANGE-TRADED FD QUALITY ETF 74255Y201 3,893 81,516 SH   SOLE   271 0 81,245
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7 107 SH   SOLE   0 0 107
PROCTER AND GAMBLE CO COM 742718109 10 72 SH   SOLE   0 0 72
PROSHARES TR MSCI TRANFRMTNAL 74347G796 11 355 SH   SOLE   0 0 355
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,625 27,313 SH   SOLE   370 0 26,943
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 54 750 SH   SOLE   0 0 750
SOUTHWEST AIRLS CO COM 844741108 7 200 SH   SOLE   0 0 200
SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 1,263 20,374 SH   SOLE   113 0 20,261
SPDR S&P 500 ETF TR TR UNIT 78462F103 138 366 SH   SOLE   0 0 366
SPDR SER TR PORTFOLIO INTRMD 78464A375 1,230 37,694 SH   SOLE   61 0 37,633
SPDR SER TR PRTFLO S&P500 GW 78464A409 961 18,386 SH   SOLE   106 0 18,280
SPDR SER TR PORTFOLIO S&P600 78468R853 986 27,391 SH   SOLE   151 0 27,240
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 20 470 SH   SOLE   0 0 470
STARBUCKS CORP COM 855244109 125 1,630 SH   SOLE   0 0 1,630
STATE STR CORP COM 857477103 18 300 SH   SOLE   0 0 300
TARGET CORP COM 87612E106 34 239 SH   SOLE   0 0 239
TE CONNECTIVITY LTD SHS H84989104 2,609 23,061 SH   SOLE   330 0 22,731
TESLA INC COM 88160R101 7 10 SH   SOLE   0 0 10
TIDAL ETF TR SP DWJNS SUKUK 886364702 4 200 SH   SOLE   0 0 200
TWITTER INC COM 90184L102 7 200 SH   SOLE   0 0 200
TYLER TECHNOLOGIES INC COM 902252105 152 457 SH   SOLE   0 0 457
UNION PAC CORP COM 907818108 32 150 SH   SOLE   0 0 150
UNITED PARCEL SERVICE INC CL B 911312106 2,973 16,289 SH   SOLE   190 0 16,099
UNITEDHEALTH GROUP INC COM 91324P102 3,629 7,065 SH   SOLE   88 0 6,977
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 125 1,965 SH Call SOLE   0 0 1,965
VANGUARD INDEX FDS TOTAL STK MKT 922908769 26 139 SH   SOLE   0 0 139
VERIZON COMMUNICATIONS INC COM 92343V104 3 61 SH   SOLE   0 0 61
VISA INC COM CL A 92826C839 3,118 15,835 SH   SOLE   213 0 15,622
WABTEC COM 929740108 0 1 SH   SOLE   0 0 1
WARNER BROS DISCOVERY INC COM SER A 934423104 2 151 SH   SOLE   0 0 151
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,906 57,534 SH   SOLE   655 0 56,879
WORLD GOLD TR SPDR GLD MINIS 98149E303 25 697 SH   SOLE   0 0 697
ZOETIS INC CL A 98978V103 2,546 14,814 SH   SOLE   180 0 14,634