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

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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
ISHARES TR ESG AW MSCI EAFE 46435G516 201,184 2,104 SH SOLE 879 0 1,225
ALLSTATE CORP COM 020002101 207,340 1,000 SH SOLE 1,000 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y308 208,721 2,546 SH SOLE 0 0 2,546
ISHARES TR ESG SELECT SCRE 46436E551 209,110 4,609 SH SOLE 1,481 0 3,128
MASTEC INC COM 576323109 223,609 695 SH SOLE 400 0 295
VANECK BITCOIN ETF SH BEN INT 92189K105 228,751 11,939 SH SOLE 9,500 0 2,439
ISHARES TR 7-10 YR TRSY BD 464287440 233,064 2,442 SH SOLE 0001442676 0 348 2,094
PHILIP MORRIS INTL INC COM 718172109 233,793 1,414 SH SOLE 1,100 0 314
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 236,565 700 SH SOLE 520 0 180
ISHARES TR U.S. UTILITS ETF 464287697 240,812 2,074 SH SOLE 0 0 2,074
ISHARES SILVER TR ISHARES 46428Q109 251,164 3,686 SH SOLE 1,998 0 1,688
BANK NEW YORK MELLON CORP COM 064058100 254,096 2,142 SH SOLE 1,842 0 300
HEXCEL CORP NEW COM 428291108 255,707 3,160 SH SOLE 2,850 0 310
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 263,354 5,788 SH SOLE 1,904 0 3,884
DISNEY WALT CO COM 254687106 265,866 2,759 SH SOLE 246 0 2,513
QUANTA SVCS INC COM 74762E102 274,510 500 SH SOLE 250 0 250
FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL 337344105 275,406 2,169 SH SOLE 2,169 0 0
CISCO SYS INC COM 17275R102 279,138 3,598 SH SOLE 1,298 0 2,300
TESLA INC COM 88160R101 293,311 789 SH SOLE 0 0 789
ONEOK INC NEW COM 682680103 296,570 3,281 SH SOLE 2,462 0 819
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 297,871 5,406 SH SOLE 0001442676 0 763 4,643
ISHARES TR MRGSTR MD CP GRW 464288307 298,223 3,786 SH SOLE 3,786 0 0
ISHARES TR MSCI USA MMENTM 46432F396 300,707 1,253 SH SOLE 722 0 531
MONDELEZ INTL INC CL A 609207105 300,924 5,221 SH SOLE 4,735 0 486
INVESCO QQQ TR UNIT SER 1 46090E103 302,442 524 SH SOLE 300 0 224
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 303,709 467 SH SOLE 0001442676 0 63 404
VERIZON COMMUNICATIONS INC COM 92343V104 304,161 6,059 SH SOLE 2,645 0 3,414
ISHARES TR ISHS 1-5YR INVS 464288646 316,464 6,021 SH SOLE 0001442676 0 851 5,170
ISHARES TR ESG AWR MSCI USA 46435G425 317,771 2,247 SH SOLE 306 0 1,941
SPDR SERIES TRUST STATE STREET SPD 78468R663 320,557 3,498 SH SOLE 0001442676 0 492 3,006
3M CO COM 88579Y101 327,975 2,258 SH SOLE 350 0 1,908
EATON CORP PLC SHS G29183103 339,787 950 SH SOLE 350 0 600
ISHARES TR MBS ETF 464288588 344,194 3,625 SH SOLE 0001442676 0 509 3,116
STARBUCKS CORP COM 855244109 358,905 4,006 SH SOLE 2,091 0 1,915
ABBVIE INC COM 00287Y109 361,527 1,662 SH SOLE 1,186 0 477
FEDEX CORP COM 31428X106 368,481 1,035 SH SOLE 0 0 1,035
UNION PAC CORP COM 907818108 384,310 1,584 SH SOLE 740 0 844
VISA INC COM CL A 92826C839 390,313 1,291 SH SOLE 655 0 636
ALPHABET INC CAP STK CL A 02079K305 399,133 1,388 SH SOLE 832 0 556
COCA COLA CO COM 191216100 404,358 5,317 SH SOLE 2,733 0 2,584
TRUIST FINL CORP COM 89832Q109 412,716 8,978 SH SOLE 2,665 0 6,313
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 413,566 8,607 SH SOLE 5,984 0 2,623
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 429,853 19,250 SH SOLE 19,250 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 444,276 3,746 SH SOLE 0001442676 0 530 3,216
ISHARES TR CORE 1 5 YR USD 46432F859 449,806 9,282 SH SOLE 6,009 0 3,273
AUTOMATIC DATA PROCESSING IN COM 053015103 454,725 2,238 SH SOLE 1,167 0 1,071
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 457,331 18,478 SH SOLE 1,620 0 16,858
CATERPILLAR INC COM 149123101 457,981 646 SH SOLE 155 0 491
CHEVRON CORPORATION COM 166764100 483,681 2,338 SH SOLE 887 0 1,451
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 494,441 5,437 SH SOLE 1,921 0 3,516
VANGUARD INDEX FDS SMALL CP ETF 922908751 518,078 1,978 SH SOLE 1,218 0 760
CSX CORP COM 126408103 544,640 13,268 SH SOLE 5,734 0 7,534
ISHARES TR SHRT NAT MUN ETF 464288158 550,605 5,170 SH SOLE 3,603 0 1,567
CHUBB LTD SWITZ COM H1467J104 555,059 1,703 SH SOLE 1,641 0 62
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 556,742 7,612 SH SOLE 6,551 0 1,061
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 564,130 32,571 SH SOLE 19,690 0 12,881
RTX CORPORATION COM 75513E101 593,360 3,076 SH SOLE 2,456 0 620
MASTERCARD INCORPORATED CL A 57636Q104 606,986 1,215 SH SOLE 55 0 1,160
AON PLC SHS CL A G0403H108 612,636 1,898 SH SOLE 1,898 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 612,865 464 SH SOLE 281 0 183
SHOPIFY INC CL A SUB VTG SHS 82509L107 624,178 5,262 SH SOLE 4,014 0 1,248
BLACKROCK INC COM 09290D101 666,621 693 SH SOLE 361 0 332
AT&T INC COM 00206R102 667,354 23,020 SH SOLE 3,975 0 19,045
NORFOLK SOUTHN CORP COM 655844108 688,637 2,399 SH SOLE 1,000 0 1,399
UNITEDHEALTH GROUP INC COM 91324P102 690,503 2,552 SH SOLE 1,734 0 818
ISHARES TR ESG MSCI KLD 400 464288570 700,599 5,781 SH SOLE 2,454 0 3,327
CORNING INC COM 219350105 808,478 5,946 SH SOLE 4,546 0 1,400
SPDR INDEX SHS FDS STATE STREET SPD 78463X509 808,728 17,240 SH SOLE 12,957 0 4,283
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 814,890 31,782 SH SOLE 0 0 31,782
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 824,712 26,638 SH SOLE 14,036 0 12,602
SPDR SERIES TRUST STATE STREET SPD 78464A284 859,866 34,672 SH SOLE 22,690 0 11,982
ENTERPRISE PRODS PARTNERS L COM 293792107 882,835 23,331 SH SOLE 17,153 0 6,177
ISHARES TR U.S. TECH ETF 464287721 883,153 4,868 SH SOLE 0 0 4,868
PROCTER & GAMBLE CO COM 742718109 911,796 6,313 SH SOLE 4,403 0 1,910
ISHARES GOLD TR SHARES REPRESENT 46436F103 918,916 19,677 SH SOLE 12,961 0 6,716
ISHARES INC MSCI EMRG CHN 46434G764 939,358 11,942 SH SOLE 6,985 0 4,957
JPMORGAN CHASE & CO COM 46625H100 981,875 3,338 SH SOLE 882 0 2,456
ISHARES TR CORE US AGGBD ET 464287226 1,020,099 10,276 SH SOLE 6,619 0 3,657
GRAYSCALE ETHEREUM STAKING SHS NEW 38964R203 1,057,565 53,251 SH SOLE 32,824 0 20,427
SPDR SERIES TRUST STATE STREET SPD 78468R606 1,064,884 45,664 SH SOLE 30,455 0 15,209
FRANKLIN TEMPLETON DIGITAL H BITCOIN ETF SHS 354921108 1,092,892 27,887 SH SOLE 17,746 0 10,141
MCDONALDS CORP COM 580135101 1,105,896 3,558 SH SOLE 3,502 0 56
VANGUARD INDEX FDS VALUE ETF 922908744 1,131,878 5,769 SH SOLE 3,775 0 1,994
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1,156,150 47,637 SH SOLE 34,267 0 13,370
NETFLIX INC. COM 64110L106 1,230,720 12,800 SH SOLE 3,750 0 9,050
ISHARES TR MRGSTR MD CP ETF 464288208 1,310,018 15,702 SH SOLE 10,088 0 5,614
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1,375,106 47,287 SH SOLE 29,550 0 17,737
COINBASE GLOBAL INC COM CL A 19260Q107 1,417,694 8,119 SH SOLE 5,319 0 2,800
ISHARES TR CORE MSCI INTL 46435G326 1,420,189 16,994 SH SOLE 10,676 0 6,318
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1,551,308 34,005 SH SOLE 21,756 0 12,249
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1,657,241 33,178 SH SOLE 22,529 0 10,649
SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 1,755,009 70,454 SH SOLE 43,434 0 27,020
BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 1,828,773 31,433 SH SOLE 19,211 0 12,222
ISHARES TR CORE MSCI TOTAL 46432F834 2,272,740 26,232 SH SOLE 17,215 0 9,017
NVIDIA CORPORATION COM 67066G104 2,476,349 14,199 SH SOLE 8,920 0 5,279
APPLIED MATLS INC COM 038222105 2,491,649 7,290 SH SOLE 7,173 0 117
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2,559,931 10,773 SH SOLE 6,888 0 3,885
SPDR SERIES TRUST STATE STREET SPD 78464A409 2,607,709 26,634 SH SOLE 17,750 0 8,884
EXXON MOBIL CORP COM 30231G102 2,987,518 17,609 SH SOLE 4,836 0 12,773
MICROSOFT CORP COM 594918104 3,068,711 8,290 SH SOLE 4,976 0 3,314
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,070,663 4,722 SH SOLE 179 0 4,543
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3,339,038 66,928 SH SOLE 38,308 0 28,620
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,812,606 10,043 SH SOLE 4,159 0 5,884
AMAZON COM INC COM 023135106 4,901,426 23,534 SH SOLE 13,814 0 9,720
ISHARES TR CORE S&P500 ETF 464287200 7,703,151 11,793 SH SOLE 8,279 0 3,514
ISHARES TR CORE S&P TTL STK 464287150 8,612,913 60,471 SH SOLE 38,762 0 21,709
JOHNSON & JOHNSON COM 478160104 9,065,036 37,085 SH SOLE 2,174 0 34,911
APPLE INC COM 037833100 11,951,688 47,093 SH SOLE 26,030 0 21,063
BERKSHIRE HATHAWAY INC DEL CL A 084670108 149,373,120 208 SH SOLE 96 0 112