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 264 1,484 SH   SOLE   1,484 0 0
ABBVIE INC COM 00287Y109 875 6,462 SH   SOLE   6,462 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 683 1,676 SH   SOLE   1,676 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 863 1,530 SH   SOLE   1,530 0 0
ADVANCED MICRO DEVICES INC COM 007903107 413 2,747 SH   SOLE   2,747 0 0
ALPHABET INC CAP STK CL A 02079K305 2,207 761 SH   SOLE   761 0 0
ALPHABET INC CAP STK CL C 02079K107 1,108 382 SH   SOLE   382 0 0
AMAZON COM INC COM 023135106 2,491 731 SH   SOLE   731 0 0
AMERICAN TOWER CORP NEW COM 03027X100 273 954 SH   SOLE   954 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 266 1,447 SH   SOLE   1,447 0 0
AMGEN INC COM 031162100 402 1,775 SH   SOLE   1,775 0 0
AMYRIS INC COM NEW 03236M200 68 11,626 SH   SOLE   11,626 0 0
ANALOG DEVICES INC COM 032654105 223 1,261 SH   SOLE   1,261 0 0
APPLE INC COM 037833100 15,931 87,528 SH   SOLE   87,528 0 0
APPLE INC COM 037833100 4,956 27,500 SH Put SOLE   27,500 0 0
APPLIED MATLS INC COM 038222105 403 2,520 SH   SOLE   2,520 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 239 3,523 SH   SOLE   3,523 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 293 368 SH   SOLE   368 0 0
AT&T INC COM 00206R102 353 13,899 SH   SOLE   13,899 0 0
AUTODESK INC COM 052769106 237 835 SH   SOLE   835 0 0
AVANGRID INC COM 05351W103 204 4,111 SH   SOLE   4,111 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 4,089 9 SH   SOLE   9 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,096 3,644 SH   SOLE   3,644 0 0
BK OF AMERICA CORP COM 060505104 403 8,720 SH   SOLE   8,720 0 0
BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 162 13,828 SH   SOLE   13,828 0 0
BLACKSTONE INC COM 09260D107 444 3,509 SH   SOLE   3,509 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 448 7,233 SH   SOLE   7,233 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 289 1,578 SH   SOLE   1,578 0 0
CBRE GBL REAL ESTATE INC FD COM 12504G100 98 10,000 SH   SOLE   10,000 0 0
CHEVRON CORP NEW COM 166764100 342 2,864 SH   SOLE   2,864 0 0
CINTAS CORP COM 172908105 269 634 SH   SOLE   634 0 0
CISCO SYS INC COM 17275R102 852 13,483 SH   SOLE   13,483 0 0
COCA COLA CO COM 191216100 578 9,740 SH   SOLE   9,740 0 0
COMCAST CORP NEW CL A 20030N101 304 5,987 SH   SOLE   5,987 0 0
COSTCO WHSL CORP NEW COM 22160K105 856 1,510 SH   SOLE   1,510 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 310 1,493 SH   SOLE   1,493 0 0
CUMMINS INC COM 231021106 232 1,055 SH   SOLE   1,055 0 0
DANAHER CORPORATION COM 235851102 626 1,984 SH   SOLE   1,984 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 239 1,082 SH   SOLE   1,082 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 7,125 239,906 SH   SOLE   239,906 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1,238 42,543 SH   SOLE   42,543 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 207 3,978 SH   SOLE   3,978 0 0
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 208 7,926 SH   SOLE   7,926 0 0
DISNEY WALT CO COM 254687106 719 4,587 SH   SOLE   4,587 0 0
DOMINION ENERGY INC COM 25746U109 205 2,614 SH   SOLE   2,614 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 347 3,353 SH   SOLE   3,353 0 0
EATON VANCE LTD DURATION INC COM 27828H105 482 36,627 SH   SOLE   36,627 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 693 5,398 SH   SOLE   5,398 0 0
EQUINIX INC COM 29444U700 240 287 SH   SOLE   287 0 0
EVERSOURCE ENERGY COM 30040W108 1,358 15,233 SH   SOLE   15,233 0 0
EXXON MOBIL CORP COM 30231G102 300 4,720 SH   SOLE   4,720 0 0
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1,024 50,375 SH   SOLE   50,375 0 0
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1,356 58,695 SH   SOLE   58,695 0 0
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 336 3,248 SH   SOLE   3,248 0 0
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 2,706 46,962 SH   SOLE   46,962 0 0
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 16,845 351,752 SH   SOLE   351,752 0 0
FIRST TR MORNINGSTAR DIVID L SHS 336917109 470 13,160 SH   SOLE   13,160 0 0
FRANKLIN ETF TR LIBERTY SHRT ETF 353506108 862 9,182 SH   SOLE   9,182 0 0
GENERAL MLS INC COM 370334104 241 3,589 SH   SOLE   3,589 0 0
GLOBAL X FDS GLOBX SUPDV US 37950E291 203 9,724 SH   SOLE   9,724 0 0
GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 400 6,745 SH   SOLE   6,745 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 278 704 SH   SOLE   704 0 0
HCA HEALTHCARE INC COM 40412C101 293 1,153 SH   SOLE   1,153 0 0
HOME DEPOT INC COM 437076102 1,403 3,434 SH   SOLE   3,434 0 0
HUBBELL INC COM 443510607 501 2,439 SH   SOLE   2,439 0 0
IDEXX LABS INC COM 45168D104 314 498 SH   SOLE   498 0 0
INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 505 15,930 SH   SOLE   15,930 0 0
INTEL CORP COM 458140100 367 6,892 SH   SOLE   6,892 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 528 3,882 SH   SOLE   3,882 0 0
INTUIT COM 461202103 473 749 SH   SOLE   749 0 0
INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 2,970 53,126 SH   SOLE   53,126 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 3,363 70,382 SH   SOLE   70,382 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 1,475 21,187 SH   SOLE   21,187 0 0
INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 2,521 25,698 SH   SOLE   25,698 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 55,517 340,826 SH   SOLE   340,826 0 0
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 560 2,674 SH   SOLE   2,674 0 0
ISHARES TR CORE S&P500 ETF 464287200 752 1,566 SH   SOLE   1,566 0 0
ISHARES TR INTL SEL DIV ETF 464288448 2,736 87,108 SH   SOLE   87,108 0 0
ISHARES TR MSCI USA ESG SLC 464288802 275 2,589 SH   SOLE   2,589 0 0
ISHARES TR SHORT TREAS BD 464288679 873 7,909 SH   SOLE   7,909 0 0
J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 941 14,955 SH   SOLE   14,955 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 443 8,775 SH   SOLE   8,775 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 7,772 152,233 SH   SOLE   152,233 0 0
JOHNSON & JOHNSON COM 478160104 1,073 6,255 SH   SOLE   6,255 0 0
JPMORGAN CHASE & CO COM 46625H100 1,392 8,610 SH   SOLE   8,610 0 0
LILLY ELI & CO COM 532457108 273 1,004 SH   SOLE   1,004 0 0
LOCKHEED MARTIN CORP COM 539830109 390 1,101 SH   SOLE   1,101 0 0
LOWES COS INC COM 548661107 246 962 SH   SOLE   962 0 0
MARVELL TECHNOLOGY INC COM 573874104 288 3,223 SH   SOLE   3,223 0 0
MASTERCARD INCORPORATED CL A 57636Q104 504 1,359 SH   SOLE   1,359 0 0
MCDONALDS CORP COM 580135101 766 2,853 SH   SOLE   2,853 0 0
MERCK & CO INC COM 58933Y105 436 5,668 SH   SOLE   5,668 0 0
META PLATFORMS INC CL A 30303M102 1,369 4,045 SH   SOLE   4,045 0 0
METLIFE INC COM 59156R108 227 3,594 SH   SOLE   3,594 0 0
MICROSOFT CORP COM 594918104 3,673 10,973 SH   SOLE   10,973 0 0
MID-AMER APT CMNTYS INC COM 59522J103 248 1,097 SH   SOLE   1,097 0 0
MONOLITHIC PWR SYS INC COM 609839105 243 491 SH   SOLE   491 0 0
MSCI INC COM 55354G100 249 418 SH   SOLE   418 0 0
NEXTERA ENERGY INC COM 65339F101 256 2,795 SH   SOLE   2,795 0 0
NIKE INC CL B 654106103 438 2,663 SH   SOLE   2,663 0 0
NORFOLK SOUTHN CORP COM 655844108 277 947 SH   SOLE   947 0 0
NUVEEN MUN VALUE FD INC COM 670928100 141 13,597 SH   SOLE   13,597 0 0
NVIDIA CORPORATION COM 67066G104 1,290 4,283 SH   SOLE   4,283 0 0
PAYCHEX INC COM 704326107 496 3,685 SH   SOLE   3,685 0 0
PAYPAL HLDGS INC COM 70450Y103 788 4,043 SH   SOLE   4,043 0 0
PEPSICO INC COM 713448108 876 5,062 SH   SOLE   5,062 0 0
PFIZER INC COM 717081103 1,102 19,458 SH   SOLE   19,458 0 0
PHILIP MORRIS INTL INC COM 718172109 412 4,305 SH   SOLE   4,305 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 757 7,456 SH   SOLE   7,456 0 0
PIMCO ETF TR ENHANCD SHORT 72201R643 16,543 165,141 SH   SOLE   165,141 0 0
PROCTER AND GAMBLE CO COM 742718109 1,181 7,250 SH   SOLE   7,250 0 0
PROLOGIS INC. COM 74340W103 251 1,522 SH   SOLE   1,522 0 0
QUALCOMM INC COM 747525103 656 3,526 SH   SOLE   3,526 0 0
READY CAPITAL CORP COM 75574U101 377 23,415 SH   SOLE   23,415 0 0
ROKU INC COM CL A 77543R102 255 1,095 SH   SOLE   1,095 0 0
S&P GLOBAL INC COM 78409V104 347 752 SH   SOLE   752 0 0
SALESFORCE COM INC COM 79466L302 226 885 SH   SOLE   885 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 414 4,003 SH   SOLE   4,003 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 1,379 22,046 SH   SOLE   22,046 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 222 5,623 SH   SOLE   5,623 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8,483 80,833 SH   SOLE   80,833 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 8,966 100,261 SH   SOLE   100,261 0 0
SERVICENOW INC COM 81762P102 317 503 SH   SOLE   503 0 0
SHERWIN WILLIAMS CO COM 824348106 286 842 SH   SOLE   842 0 0
SOUTHERN CO COM 842587107 230 3,371 SH   SOLE   3,371 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1,119 12,245 SH   SOLE   12,245 0 0
SPDR SER TR PORTFOLI S&P1500 78464A805 8,040 136,802 SH   SOLE   136,802 0 0
SPDR SER TR PORTFOLIO S&P400 78464A847 2,647 53,041 SH   SOLE   53,041 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854 6,322 112,518 SH   SOLE   112,518 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853 5,851 129,501 SH   SOLE   129,501 0 0
SPLUNK INC COM 848637104 201 1,718 SH   SOLE   1,718 0 0
STARBUCKS CORP COM 855244109 358 3,069 SH   SOLE   3,069 0 0
TESLA INC COM 88160R101 1,322 1,102 SH   SOLE   1,102 0 0
TEXAS INSTRS INC COM 882508104 230 1,205 SH   SOLE   1,205 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 763 1,184 SH   SOLE   1,184 0 0
TRANSUNION COM 89400J107 268 2,297 SH   SOLE   2,297 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,412 2,811 SH   SOLE   2,811 0 0
VANECK ETF TRUST INVESTMENT GRD 92189F486 229 9,057 SH   SOLE   9,057 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 4,241 13,125 SH   SOLE   13,125 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 1,004 3,964 SH   SOLE   3,964 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27,510 62,629 SH   SOLE   62,629 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 609 2,676 SH   SOLE   2,676 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 14,001 57,625 SH   SOLE   57,625 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 273 4,425 SH   SOLE   4,425 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 959 15,788 SH   SOLE   15,788 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 14,650 85,579 SH   SOLE   85,579 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6,611 58,695 SH   SOLE   58,695 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 5,570 32,888 SH   SOLE   32,888 0 0
VERISK ANALYTICS INC COM 92345Y106 255 1,149 SH   SOLE   1,149 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 558 10,639 SH   SOLE   10,639 0 0
VIRTUS DIVIDEND INTEREST & P COM 92840R101 3,936 243,732 SH   SOLE   243,732 0 0
VISA INC COM CL A 92826C839 892 4,029 SH   SOLE   4,029 0 0
WALMART INC COM 931142103 851 5,887 SH   SOLE   5,887 0 0
WEC ENERGY GROUP INC COM 92939U106 257 2,678 SH   SOLE   2,678 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 272 611 SH   SOLE   611 0 0
WILLIAMS COS INC COM 969457100 200 7,548 SH   SOLE   7,548 0 0
ZOETIS INC CL A 98978V103 452 1,930 SH   SOLE   1,930 0 0