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
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,246 7,125 SH   SOLE   0 0 7,125
ALPHABET INC CAP STK CL C 02079K107 10,055 3,600 SH   SOLE   0 0 3,600
AMAZON COM INC COM 023135106 19,361 5,938 SH   SOLE   0 0 5,938
AMERICAN ELEC PWR CO INC COM 025537101 287 2,880 SH   SOLE   0 0 2,880
AMERICAN WTR WKS CO INC NEW COM 030420103 2,038 12,326 SH   SOLE   0 0 12,326
APPLE INC COM 037833100 12,463 71,392 SH   SOLE   0 0 71,392
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,719 16,206 SH   SOLE   0 0 16,206
COSTCO WHSL CORP NEW COM 22160K105 1,750 3,039 SH   SOLE   0 0 3,039
DISNEY WALT CO COM 254687106 2,093 15,252 SH   SOLE   0 0 15,252
DOMINOS PIZZA INC COM 25754A201 467 1,146 SH   SOLE   0 0 1,146
DUKE ENERGY CORP NEW COM NEW 26441C204 366 3,279 SH   SOLE   0 0 3,279
DUKE REALTY CORP COM NEW 264411505 365 6,279 SH   SOLE   0 0 6,279
EXTRA SPACE STORAGE INC COM 30225T102 1,136 5,530 SH   SOLE   0 0 5,530
GLADSTONE LD CORP COM 376549101 284 7,805 SH   SOLE   0 0 7,805
HOME DEPOT INC COM 437076102 4,041 13,484 SH   SOLE   0 0 13,484
INVESCO QQQ TR UNIT SER 1 46090E103 582 1,605 SH   SOLE   0 0 1,605
ISHARES TR CORE S&P500 ETF 464287200 219 482 SH   SOLE   0 0 482
ISHARES TR S&P 500 GRWT ETF 464287309 1,141 14,937 SH   SOLE   0 0 14,937
ISHARES TR S&P MC 400GR ETF 464287606 332 4,292 SH   SOLE   0 0 4,292
JOHNSON & JOHNSON COM 478160104 359 2,028 SH   SOLE   0 0 2,028
JPMORGAN CHASE & CO COM 46625H100 222 1,623 SH   SOLE   0 0 1,623
LOCKHEED MARTIN CORP COM 539830109 2,549 5,775 SH   SOLE   0 0 5,775
MASTERCARD INCORPORATED CL A 57636Q104 4,162 11,649 SH   SOLE   0 0 11,649
MCDONALDS CORP COM 580135101 239 966 SH   SOLE   0 0 966
META PLATFORMS INC CL A 30303M102 1,504 6,769 SH   SOLE   0 0 6,769
MICROSOFT CORP COM 594918104 7,403 24,012 SH   SOLE   0 0 24,012
NETFLIX INC COM 64110L106 876 2,338 SH   SOLE   0 0 2,338
NEXTERA ENERGY INC COM 65339F101 1,894 22,355 SH   SOLE   0 0 22,355
NORTHROP GRUMMAN CORP COM 666807102 667 1,490 SH   SOLE   0 0 1,490
NVIDIA CORPORATION COM 67066G104 927 3,396 SH   SOLE   0 0 3,396
PAYCHEX INC COM 704326107 246 1,800 SH   SOLE   0 0 1,800
PFIZER INC COM 717081103 484 9,358 SH   SOLE   0 0 9,358
RAYTHEON TECHNOLOGIES CORP COM 75513E101 575 5,804 SH   SOLE   0 0 5,804
SPDR S&P 500 ETF TR TR UNIT 78462F103 692 1,533 SH   SOLE   0 0 1,533
SPDR SER TR PRTFLO S&P500 GW 78464A409 297 4,485 SH   SOLE   0 0 4,485
TESLA INC COM 88160R101 6,167 5,731 SH   SOLE   0 0 5,731
VANGUARD SCOTTSDALE FDS SHRT TERM TREAS 92206C102 5,364 90,521 SH   SOLE   0 0 90,521
VANGUARD SCOTTSDALE FDS SHORT TRM CORP BD 92206C409 5,521 70,698 SH   SOLE   0 0 70,698
VISA INC COM CL A 92826C839 5,181 23,365 SH   SOLE   0 0 23,365
WASTE MGMT INC DEL COM 94106L109 3,480 21,958 SH   SOLE   0 0 21,958
WEC ENERGY GROUP INC COM 92939U106 449 4,500 SH   SOLE   0 0 4,500