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
Expires: July 31, 2015
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
ABBVIE INC COM 00287Y109 740,904 3,243 SH SOLE 3,243 0 0
ADOBE INC COM 00724F101 276,492 790 SH SOLE 790 0 0
AFLAC INC COM 001055102 885,891 8,034 SH SOLE 8,034 0 0
AIR PRODS & CHEMS INC COM 009158106 221,951 899 SH SOLE 899 0 0
AIRBNB INC COM CL A 009066101 332,650 2,451 SH SOLE 2,451 0 0
ALPHABET INC CAP STK CL A 02079K305 923,601 2,951 SH SOLE 2,951 0 0
ALPHABET INC CAP STK CL C 02079K107 859,838 2,740 SH SOLE 2,740 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 772,579 16,431 SH SOLE 16,431 0 0
AMAZON COM INC COM 023135106 1,126,678 4,881 SH SOLE 4,881 0 0
APPLE INC COM 037833100 2,216,265 8,152 SH SOLE 8,152 0 0
ARK ETF TR INNOVATION ETF 00214Q104 1,499,478 19,494 SH SOLE 19,494 0 0
ASSURANT INC COM 04621X108 538,694 2,237 SH SOLE 2,237 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 248,613 966 SH SOLE 966 0 0
BLACKSTONE INC COM 09260D107 365,620 2,372 SH SOLE 2,372 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 384,602 14,607 SH SOLE 14,607 0 0
BROADCOM INC COM 11135F101 249,884 722 SH SOLE 722 0 0
CHEVRON CORP NEW COM 166764100 485,237 3,184 SH SOLE 3,184 0 0
CHUBB LIMITED COM H1467J104 330,158 1,058 SH SOLE 1,058 0 0
COCA COLA CO COM 191216100 692,109 9,900 SH SOLE 9,900 0 0
COLGATE PALMOLIVE CO COM 194162103 254,798 3,224 SH SOLE 3,224 0 0
CONSOLIDATED EDISON INC COM 209115104 318,558 3,207 SH SOLE 3,207 0 0
CONSTELLATION ENERGY CORP COM 21037T109 221,500 627 SH SOLE 627 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,374,404 2,932 SH SOLE 2,932 0 0
CUMMINS INC COM 231021106 1,211,747 2,374 SH SOLE 2,374 0 0
DISNEY WALT CO COM 254687106 512,305 4,503 SH SOLE 4,503 0 0
EMERSON ELEC CO COM 291011104 710,886 5,356 SH SOLE 5,356 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 262,339 15,909 SH SOLE 15,909 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1,282,665 17,952 SH SOLE 17,952 0 0
FREEPORT-MCMORAN INC CL B 35671D857 296,004 5,828 SH SOLE 5,828 0 0
GENERAL DYNAMICS CORP COM 369550108 684,192 2,032 SH SOLE 2,032 0 0
GENUINE PARTS CO COM 372460105 389,168 3,165 SH SOLE 3,165 0 0
GILEAD SCIENCES INC COM 375558103 299,677 2,442 SH SOLE 2,442 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 402,792 458 SH SOLE 458 0 0
ILLINOIS TOOL WKS INC COM 452308109 386,695 1,570 SH SOLE 1,570 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 317,162 560 SH SOLE 560 0 0
INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 46137V498 491,249 6,822 SH SOLE 6,822 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 227,295 370 SH SOLE 370 0 0
ISHARES TR 10+ YR INVST GRD 464289511 1,176,456 23,319 SH SOLE 23,319 0 0
ISHARES TR 20 YR TR BD ETF 464287432 1,122,677 12,881 SH SOLE 12,881 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 1,208,353 12,566 SH SOLE 12,566 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 1,672,726 19,763 SH SOLE 19,763 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,055,496 1,541 SH SOLE 1,541 0 0
ISHARES TR CORE UNIVRSL USD 46434V613 314,524 6,758 SH SOLE 6,758 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 204,553 1,373 SH SOLE 1,373 0 0
ISHARES TR IBOXX HI YD ETF 464288513 800,805 9,932 SH SOLE 9,932 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 1,231,063 22,848 SH SOLE 22,848 0 0
ISHARES TR MSCI ACWI EX US 464288240 1,091,267 16,256 SH SOLE 16,256 0 0
ISHARES TR NATIONAL MUN ETF 464288414 729,091 6,807 SH SOLE 6,807 0 0
ISHARES TR PFD AND INCM SEC 464288687 807,169 26,071 SH SOLE 26,071 0 0
ISHARES TR RESIDENTIAL MULT 464288562 703,774 8,516 SH SOLE 8,516 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 688,652 1,455 SH SOLE 1,455 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 203,819 969 SH SOLE 969 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 516,198 2,097 SH SOLE 2,097 0 0
JOHNSON & JOHNSON COM 478160104 327,850 1,584 SH SOLE 1,584 0 0
LOCKHEED MARTIN CORP COM 539830109 236,239 488 SH SOLE 488 0 0
MCDONALDS CORP COM 580135101 516,889 1,691 SH SOLE 1,691 0 0
META PLATFORMS INC CL A 30303M102 1,016,912 1,541 SH SOLE 1,541 0 0
MICRON TECHNOLOGY INC COM 595112103 298,539 1,046 SH SOLE 1,046 0 0
MICROSOFT CORP COM 594918104 1,453,952 3,006 SH SOLE 3,006 0 0
NORTHROP GRUMMAN CORP COM 666807102 575,802 1,010 SH SOLE 1,010 0 0
NVIDIA CORPORATION COM 67066G104 1,091,475 5,852 SH SOLE 5,852 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 308,574 1,736 SH SOLE 1,736 0 0
PALO ALTO NETWORKS INC COM 697435105 1,747,690 9,488 SH SOLE 9,488 0 0
PEPSICO INC COM 713448108 333,882 2,326 SH SOLE 2,326 0 0
PHILIP MORRIS INTL INC COM 718172109 667,768 4,163 SH SOLE 4,163 0 0
PROCTER AND GAMBLE CO COM 742718109 260,682 1,819 SH SOLE 1,819 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 7,082,873 68,059 SH SOLE 68,059 0 0
SALESFORCE INC COM 79466L302 296,690 1,120 SH SOLE 1,120 0 0
SCHWAB STRATEGIC TR GOVERNMENT MONEY 808524581 409,276 4,073 SH SOLE 4,073 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 250,330 909 SH SOLE 909 0 0
SERVICENOW INC COM 81762P102 739,755 4,829 SH SOLE 4,829 0 0
SHERWIN WILLIAMS CO COM 824348106 485,926 1,500 SH SOLE 1,500 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 319,847 1,987 SH SOLE 1,987 0 0
SNOWFLAKE INC COM SHS 833445109 252,483 1,151 SH SOLE 1,151 0 0
STARBUCKS CORP COM 855244109 208,493 2,476 SH SOLE 2,476 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 368,315 1,212 SH SOLE 1,212 0 0
TESLA INC COM 88160R101 791,222 1,759 SH SOLE 1,759 0 0
TRAVELERS COMPANIES INC COM 89417E109 842,653 2,905 SH SOLE 2,905 0 0
UBER TECHNOLOGIES INC COM 90353T100 338,443 4,142 SH SOLE 4,142 0 0
UNION PAC CORP COM 907818108 318,292 1,376 SH SOLE 1,376 0 0
VANECK ETF TRUST BDC INCOME ETF 92189F411 698,688 49,273 SH SOLE 49,273 0 0
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 458,598 4,133 SH SOLE 4,133 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 7,734,574 104,422 SH SOLE 104,422 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 26,721,722 42,610 SH SOLE 42,610 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 3,143,121 25,816 SH SOLE 25,816 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 242,287 784 SH SOLE 784 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 720,335 7,877 SH SOLE 7,877 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306 479,416 3,807 SH SOLE 3,807 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 309,481 411 SH SOLE 411 0 0
VISA INC COM CL A 92826C839 554,373 1,581 SH SOLE 1,581 0 0
WASTE MGMT INC DEL COM 94106L109 696,301 3,169 SH SOLE 3,169 0 0
WILLIAMS SONOMA INC COM 969904101 757,528 4,242 SH SOLE 4,242 0 0