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
AFLAC INC COM 001055102   411,845 4,797 SH   SOLE   0 0 4,797
AT & T INC COM 00206R102   407,552 23,156 SH   SOLE   0 0 23,156
ABBOTT LABORATORIES COM 002824100   630,715 5,549 SH   SOLE   0 0 5,549
ABBVIE INC COM 00287Y109   1,288,904 7,078 SH   SOLE   0 0 7,078
AIR PRODUCTS & CHEMICALS INC COM 009158106   3,700,268 15,273 SH   SOLE   0 0 15,273
ALPHABET INC NON VOTING CAP STK CL C CAP STK CL C 02079K107   5,938,749 39,004 SH   SOLE   0 0 39,004
ALPHABET INC VOTING CAP STK CL A CAP STK CL A 02079K305   276,957 1,835 SH   SOLE   0 0 1,835
AMAZON COM INC COM 023135106   8,258,879 45,786 SH   SOLE   0 0 45,786
AMERICAN ELECTRIC POWER INC COM 025537101   683,579 7,939 SH   SOLE   0 0 7,939
AMGEN INC COM 031162100   631,031 2,219 SH   SOLE   0 0 2,219
APPLE INC COM 037833100   9,451,277 55,116 SH   SOLE   0 0 55,116
AUTOMATIC DATA PROCESSING COM 053015103   589,520 2,361 SH   SOLE   0 0 2,361
BANK OF AMERICA CORP COM 060505104   762,546 20,109 SH   SOLE   0 0 20,109
BANK NEW YORK MELLON CORP COM 064058100   412,431 7,158 SH   SOLE   0 0 7,158
BERKSHIRE HATHAWAY INC SERIES B NEW CL B NEW 084670702   6,348,590 15,097 SH   SOLE   0 0 15,097
BIOGEN INC COM 09062X103   243,231 1,128 SH   SOLE   0 0 1,128
BLACKROCK INC COM 09247X101   506,127 607 SH   SOLE   0 0 607
BLACKSTONE GROUP INC COM COM 09260D107   355,619 2,707 SH   SOLE   0 0 2,707
H & R BLOCK INC COM 093671105   421,413 8,581 SH   SOLE   0 0 8,581
CISCO SYSTEMS INC COM 17275R102   671,631 13,457 SH   SOLE   0 0 13,457
COMCAST CORP NEW CL A CL A 20030N101   788,664 18,193 SH   SOLE   0 0 18,193
CONOCOPHILLIPS COM 20825C104   247,560 1,945 SH   SOLE   0 0 1,945
CORTEVA INC COM 22052L104   282,610 4,900 SH   SOLE   0 0 4,900
DOMINION ENERGY INC COM 25746U109   466,370 9,481 SH   SOLE   0 0 9,481
DUKE ENERGY CORP COM NEW COM NEW 26441C204   1,343,888 13,896 SH   SOLE   0 0 13,896
EOG RESOURCES INC COM 26875P101   493,889 3,863 SH   SOLE   0 0 3,863
ENBRIDGE INC COM 29250N105   299,896 8,289 SH   SOLE   0 0 8,289
EXXON MOBIL CORP COM 30231G102   382,895 3,294 SH   SOLE   0 0 3,294
META PLATFORMS INC CLASS A CL A 30303M102   343,791 708 SH   SOLE   0 0 708
FIRST CITIZENS BANCSHARES CLASS A CL A 31946M103   991,858 607 SH   SOLE   0 0 607
FIRST TRUST CLOUD ETF COMPUTING ETF CLOUD COMPUTING 33734X192   305,346 3,194 SH   SOLE   0 0 3,194
INVESCO TR ETF S&P MIDCAP 400 PURE GROWTH S&P MDCP400 PR 46137V217   242,416 4,781 SH   SOLE   0 0 4,781
INVESCO TR ETF S&P 500 EQUAL WEIGHT PURE GROWTH S&P500 PUR GWT 46137V266   228,955 6,235 SH   SOLE   0 0 6,235
INVESCO TR ETF S&P 500 EQUAL WEIGHT MATLS S&P500 EQL MAT 46137V316   218,162 6,005 SH   SOLE   0 0 6,005
INVESCO TR ETF S&P 500 EQUAL WEIGHT S&P500 EQL WGT 46137V357   305,254 1,802 SH   SOLE   0 0 1,802
IRON MOUNTAIN INC COM 46284V101   354,127 4,415 SH   SOLE   0 0 4,415
ISHARES CORE MSCI ETF TOTAL INTL STK ETF CORE MSCI TOTAL 46432F834   241,157 3,554 SH   SOLE   0 0 3,554
ISHARES CORE MSCI ETF EAFE ETF CORE MSCI EAFE 46432F842   247,227 3,331 SH   SOLE   0 0 3,331
JPMORGAN CHASE & CO COM 46625H100   7,008,511 34,990 SH   SOLE   0 0 34,990
JPMORGAN ETF ULTRA-SHORT INCOME ULTRA SHRT INC 46641Q837   3,277,930 64,974 SH   SOLE   0 0 64,974
KENVUE INC COM 49177J102   220,917 10,294 SH   SOLE   0 0 10,294
MERCK & CO INC NEW COM 58933Y105   1,336,690 10,130 SH   SOLE   0 0 10,130
NEXTERA ENERGY INC COM 65339F101   810,732 12,686 SH   SOLE   0 0 12,686
NVIDIA CORP COM 67066G104   10,246,053 11,340 SH   SOLE   0 0 11,340
QUEST DIAGNOSTICS INC COM 74834L100   207,983 1,562 SH   SOLE   0 0 1,562
SPDR S&P INSURANCE ETF S&P INS ETF 78464A789   258,892 4,972 SH   SOLE   0 0 4,972
SPDR S&P SEMICONDCTR ETF S&P SEMICNDCTR 78464A862   429,853 1,852 SH   SOLE   0 0 1,852
STARWOOD PROPERTY TR INC COM 85571B105   408,316 20,084 SH   SOLE   0 0 20,084
TARGET CORP COM 87612E106   422,090 2,382 SH   SOLE   0 0 2,382
TRAVELERS COS INC/ THE COM 89417E109   886,729 3,853 SH   SOLE   0 0 3,853
TRUIST FINL CORP COM 89832Q109   452,267 11,603 SH   SOLE   0 0 11,603
UNITEDHEALTH GROUP INC COM 91324P102   10,805,774 21,843 SH   SOLE   0 0 21,843
VANGUARD INDUSTRIALS ETF INDUSTRIAL ETF 92204A603   266,937 1,093 SH   SOLE   0 0 1,093
VERIZON COMMUNICATIONS COM COM 92343V104   532,639 12,694 SH   SOLE   0 0 12,694
VISA INC CLASS A COM CL A 92826C839   5,506,976 19,733 SH   SOLE   0 0 19,733
WASTE MGMT INC DEL COM 94106L109   850,862 3,992 SH   SOLE   0 0 3,992
XCEL ENERGY INC COM 98389B100   225,811 4,201 SH   SOLE   0 0 4,201
AMCOR PLC ORD USD 0.01 ORD G0250X107   201,752 21,215 SH   SOLE   0 0 21,215
ACCENTURE PLC IRELAND SHARES CLASS A SHS CLASS A G1151C101   297,391 858 SH   SOLE   0 0 858
AERCAP HLDGS NV SHS N00985106   213,538 2,457 SH   SOLE   0 0 2,457
VANECK SEMICONDUCTOR ETF COM 92189F676   94,643,572 4,512 SH   SOLE   0 0 4,512
UNITEDHEALTH GRP INC COM 91324P102   2,329,665 4,425 SH   SOLE   0 0 4,425
A T & T INC COM 00206R102   171,525 10,222 SH   SOLE   0 0 10,222
VANGUARD RUSSELL 1000 GROWTH ETF COM 92206C680   307,009 3,935 SH   SOLE   0 0 3,935
VANGUARD SHORT TERM TREASURY ETF COM 92206C102   217,104 3,722 SH   SOLE   0 0 3,722
VISA INC CLASS A COM 92826C839   949,062 3,645 SH   SOLE   0 0 3,645
COSTCO WHOLESALE CO COM 22160K105   2,389,849 3,621 SH   SOLE   0 0 3,621
SALESFORCE INC COM 79466L302   888,761 3,378 SH   SOLE   0 0 3,378
3M CO COM 88579Y101   367,425 3,361 SH   SOLE   0 0 3,361
SPDR S&P 500 ETF COM 78464A409   1,552,214 3,266 SH   SOLE   0 0 3,266
NVIDIA CORP COM 67066G104   1,574,749 3,180 SH   SOLE   0 0 3,180
TESLA INC COM 88160R101   754,244 3,035 SH   SOLE   0 0 3,035
RTX CORP COM 75513E101   255,281 3,034 SH   SOLE   0 0 3,034
MSCI INC COM 55354G100   1,544,825 2,731 SH   SOLE   0 0 2,731
ENTEGRIS INC COM 29362U104   313,449 2,616 SH   SOLE   0 0 2,616
QUEST DIAGNOSTIC INC COM 74834L100   338,771 2,457 SH   SOLE   0 0 2,457
D R HORTON CO COM 23331A109   339,067 2,231 SH   SOLE   0 0 2,231
SELECT SECTOR INDUSTRIAL SPDR ETF COM 81369Y704   222,964 1,956 SH   SOLE   0 0 1,956
SPDR GOLD SHARES ETF COM 78463V107   367,811 1,924 SH   SOLE   0 0 1,924
AKAMAI TECHNOLOGIES INC COM 00971T101   212,320 1,794 SH   SOLE   0 0 1,794
AGILENT TECHNOLOGIES COM 00846U101   245,527 1,766 SH   SOLE   0 0 1,766
AMERN TOWER CORP REIT COM 03027X100   373,926 1,732 SH   SOLE   0 0 1,732
INVSC S P 500 EQUAL WEIGHT ETF COM 46137V357   266,366 1,688 SH   SOLE   0 0 1,688
CBOE GLOBAL MKTS INC COM 12503M108   293,731 1,645 SH   SOLE   0 0 1,645
TARGET CORP COM 87612E106   204,977 1,439 SH   SOLE   0 0 1,439
KEYSIGHT TECH INC COM 49338L103   210,317 1,322 SH   SOLE   0 0 1,322
TECHNOLOGY SELECT SECTOR SPDR ETF COM 81369Y803   250,994 1,304 SH   SOLE   0 0 1,304
PUBLIC STORAGE REIT COM 74460D109   364,703 1,196 SH   SOLE   0 0 1,196
MASTERCARD INC CLASS A COM 57636Q104   356,562 836 SH   SOLE   0 0 836
S&P GLOBAL INC COM 78409V104   304,399 691 SH   SOLE   0 0 691
AMERIPRISE FINL COM 03076C106   262,083 690 SH   SOLE   0 0 690
ANSYS INC COM 03662Q105   246,758 680 SH   SOLE   0 0 680
ASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS COM N07059210   462,478 611 SH   SOLE   0 0 611
LINDE PLC F COM G54950103   230,819 562 SH   SOLE   0 0 562
NETFLIX INC COM 64110L106   263,445 541 SH   SOLE   0 0 541
BROADCOM INC COM 11135F101   293,574 263 SH   SOLE   0 0 263