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
ABBOTT LABORATORIES COM 002824100 344,258 3,353 SH SOLE 0 0 3,353
ABBVIE INC COM 00287Y109 764,239 3,514 SH SOLE 0 0 3,514
ALPHABET INC CAP STK CL A 02079K305 755,708 2,628 SH SOLE 0 0 2,628
AMERICAN EXPRESS CO COM 025816109 403,811 1,335 SH SOLE 0 0 1,335
APPLE INC COM 037833100 1,965,109 7,744 SH SOLE 0 0 7,744
AUTOMATIC DATA PROCESSING IN COM 053015103 248,123 1,222 SH SOLE 0 0 1,222
BROADCOM INC COM 11135F101 385,341 1,245 SH SOLE 0 0 1,245
CAPITAL GROUP CORE BALANCED SHS 14021D107 5,605,659 162,906 SH SOLE 0 0 162,906
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 11,295,763 294,009 SH SOLE 0 0 294,009
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 14,731,683 346,303 SH SOLE 0 0 346,303
CAPITAL GROUP EQUITY ETF TR US SMALL AND MID 14022A102 1,236,189 42,104 SH SOLE 0 0 42,104
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 8,874,962 265,957 SH SOLE 0 0 265,957
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 14,845,265 369,376 SH SOLE 0 0 369,376
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 8,002,723 271,371 SH SOLE 0 0 271,371
CAPITAL GROUP NEW GEOGRAPHY SHS 14021N105 734,118 23,254 SH SOLE 0 0 23,254
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 8,024,069 295,546 SH SOLE 0 0 295,546
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 493,422 22,087 SH SOLE 0 0 22,087
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 453,061 16,638 SH SOLE 0 0 16,638
CAPITAL GRP FIXED INCM ETF T ULTRA SHORT INCO 14020Y888 787,957 31,169 SH SOLE 0 0 31,169
CARRIER GLOBAL CORPORATION COM 14448C104 207,509 3,685 SH SOLE 0 0 3,685
CATERPILLAR INC COM 149123101 283,384 400 SH SOLE 0 0 400
COSTCO WHOLESALE CORPORATION COM 22160K105 1,391,035 1,396 SH SOLE 0 0 1,396
CSX CORP COM 126408103 220,890 5,381 SH SOLE 0 0 5,381
DANAHER CORP DEL COM 235851102 430,392 2,270 SH SOLE 0 0 2,270
EATON CORP PLC SHS G29183103 751,732 2,102 SH SOLE 0 0 2,102
EMERSON ELEC CO COM 291011104 285,382 2,178 SH SOLE 0 0 2,178
EXXON MOBIL CORP COM 30231G102 266,367 1,570 SH SOLE 0 0 1,570
GE AEROSPACE COM NEW 369604301 421,966 1,487 SH SOLE 0 0 1,487
GE VERNOVA INC COM 36828A101 323,846 371 SH SOLE 0 0 371
GENERAL DYNAMICS CORP COM 369550108 317,480 925 SH SOLE 0 0 925
HONEYWELL INTL INC COM 438516106 432,876 1,914 SH SOLE 0 0 1,914
ISHARES TR EAFE SML CP ETF 464288273 427,272 5,449 SH SOLE 0 0 5,449
ISHARES TR CORE S&P MCP ETF 464287507 210,761 3,121 SH SOLE 0 0 3,121
ISHARES TR S&P 500 GRWT ETF 464287309 239,680 2,119 SH SOLE 0 0 2,119
ISHARES TR CORE S&P SCP ETF 464287804 1,749,988 14,077 SH SOLE 0 0 14,077
ISHARES TR S&P 500 VAL ETF 464287408 214,950 1,018 SH SOLE 0 0 1,018
JOHNSON & JOHNSON COM 478160104 498,560 2,040 SH SOLE 0 0 2,040
JPMORGAN CHASE & CO COM 46625H100 1,144,919 3,892 SH SOLE 0 0 3,892
L3HARRIS TECHNOLOGIES INC COM 502431109 334,105 968 SH SOLE 0 0 968
MCDONALDS CORP COM 580135101 367,444 1,182 SH SOLE 0 0 1,182
META PLATFORMS INC CL A 30303M102 360,442 630 SH SOLE 0 0 630
MICROSOFT CORP COM 594918104 1,289,113 3,481 SH SOLE 0 0 3,481
NVIDIA CORPORATION COM 67066G104 801,033 4,593 SH SOLE 0 0 4,593
PARKER-HANNIFIN CORP COM 701094104 1,289,039 1,440 SH SOLE 0 0 1,440
PEPSICO INC COM 713448108 539,635 3,475 SH SOLE 0 0 3,475
PROCTER & GAMBLE CO COM 742718109 324,269 2,245 SH SOLE 0 0 2,245
RTX CORPORATION COM 75513E101 487,076 2,525 SH SOLE 0 0 2,525
TESLA INC COM 88160R101 646,847 1,740 SH SOLE 0 0 1,740
TJX COS INC NEW COM 872540109 455,145 2,850 SH SOLE 0 0 2,850
TRANE TECHNOLOGIES PLC SHS G8994E103 445,913 1,070 SH SOLE 0 0 1,070
UNION PAC CORP COM 907818108 559,240 2,305 SH SOLE 0 0 2,305
VISA INC COM CL A 92826C839 233,685 773 SH SOLE 0 0 773
WALMART INC COM 931142103 622,021 5,005 SH SOLE 0 0 5,005
WASTE MGMT INC DEL COM 94106L109 1,018,707 4,433 SH SOLE 0 0 4,433