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
3M CO COM 88579Y101 316,776 2,162 SH SOLE 0 0 2,162
ABBOTT LABORATORIES COM 002824100 2,509,254 27,638 SH SOLE 0 0 27,638
ABBVIE INC COM 00287Y109 3,288,139 15,560 SH SOLE 0 0 15,560
ALPHABET INC CAP STK CL A 02079K305 9,065,503 23,559 SH SOLE 0 0 23,559
ALPHABET INC CAP STK CL C 02079K107 894,885 2,343 SH SOLE 0 0 2,343
AMAZON COM INC COM 023135106 4,363,153 16,461 SH SOLE 0 0 16,461
AMERICAN EXPRESS CO COM 025816109 2,257,473 6,988 SH SOLE 0 0 6,988
ANALOG DEVICES INC COM 032654105 402,260 1,000 SH SOLE 0 0 1,000
APPLE INC COM 037833100 13,142,412 48,433 SH SOLE 0 0 48,433
AUTOMATIC DATA PROCESSING IN COM 053015103 3,403,333 16,058 SH SOLE 0 0 16,058
BANK AMERICA CORP COM 060505104 854,077 15,976 SH SOLE 0 0 15,976
BERKSHIRE HATHAWAY INC DEL CL A 084670108 711,900 1 SH SOLE 0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,157,722 4,556 SH SOLE 0 0 4,556
BLACKROCK INC COM 09290D101 391,075 367 SH SOLE 0 0 367
BLACKSTONE INC COM 09260D107 1,481,593 11,798 SH SOLE 0 0 11,798
BLOOM ENERGY CORP COM CL A 093712107 235,189 830 SH SOLE 0 0 830
BOSTON SCIENTIFIC CORP COM 101137107 434,783 7,547 SH SOLE 0 0 7,547
BRISTOL-MYERS SQUIBB CO COM 110122108 1,430,651 23,612 SH SOLE 0 0 23,612
BROADCOM INC COM 11135F101 1,765,729 4,230 SH SOLE 0 0 4,230
CAMECO CORP COM 13321L108 487,238 3,960 SH SOLE 0 0 3,960
CATERPILLAR INC COM 149123101 545,637 613 SH SOLE 0 0 613
CHEVRON CORPORATION COM 166764100 309,683 1,602 SH SOLE 0 0 1,602
CITIZENS FINL GROUP INC COM 174610105 331,039 5,089 SH SOLE 0 0 5,089
COCA COLA CO COM 191216100 1,746,188 22,171 SH SOLE 0 0 22,171
COLGATE PALMOLIVE CO COM 194162103 250,958 2,940 SH SOLE 0 0 2,940
COSTCO WHOLESALE CORPORATION COM 22160K105 6,092,253 6,005 SH SOLE 0 0 6,005
CROWDSTRIKE HLDGS INC CL A 22788C105 356,600 800 SH SOLE 0 0 800
DARDEN RESTAURANTS INC COM 237194105 282,990 1,411 SH SOLE 0 0 1,411
DIGITAL RLTY TR INC COM 253868103 3,775,261 18,788 SH SOLE 0 0 18,788
DISNEY WALT CO COM 254687106 472,374 4,553 SH SOLE 0 0 4,553
DOMINION ENERGY INC COM 25746U109 242,391 3,758 SH SOLE 0 0 3,758
DUKE ENERGY CORP NEW COM NEW 26441C204 3,344,463 25,816 SH SOLE 0 0 25,816
ELI LILLY & CO COM 532457108 1,160,773 1,242 SH SOLE 0 0 1,242
EMERSON ELEC CO COM 291011104 2,083,147 14,833 SH SOLE 0 0 14,833
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 524,691 5,140 SH SOLE 0 0 5,140
FLEXSHARES TR STOX GBL ESG SLT 33939L688 354,746 1,632 SH SOLE 0 0 1,632
GE AEROSPACE COM NEW 369604301 324,722 1,120 SH SOLE 0 0 1,120
GE VERNOVA INC COM 36828A101 354,291 327 SH SOLE 0 0 327
GLOBAL X FDS DEFENSE TECH ETF 37960A529 204,630 3,000 SH SOLE 0 0 3,000
GOLDMAN SACHS GROUP INC COM 38141G104 255,884 277 SH SOLE 0 0 277
HERSHEY CO COM 427866108 348,263 1,875 SH SOLE 0 0 1,875
HOME DEPOT INC COM 437076102 2,924,676 8,895 SH SOLE 0 0 8,895
HONEYWELL INTL INC COM 438516106 2,675,696 12,484 SH SOLE 0 0 12,484
INTEL CORP COM 458140100 475,518 5,033 SH SOLE 0 0 5,033
INTUITIVE SURGICAL INC COM NEW 46120E602 1,688,581 3,690 SH SOLE 0 0 3,690
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 374,804 6,700 SH SOLE 0 0 6,700
ISHARES TR CORE S&P MCP ETF 464287507 272,888 3,750 SH SOLE 0 0 3,750
ISHARES TR IBOXX HI YD ETF 464288513 3,591,861 44,686 SH SOLE 0 0 44,686
ISHARES TR ISHS 1-5YR INVS 464288646 14,156,176 269,180 SH SOLE 0 0 269,180
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 8,720,863 172,622 SH SOLE 0 0 172,622
JOHNSON & JOHNSON COM 478160104 6,317,657 27,486 SH SOLE 0 0 27,486
JPMORGAN CHASE & CO COM 46625H100 9,209,588 29,402 SH SOLE 0 0 29,402
KIMBERLY-CLARK CORP COM 494368103 310,251 3,152 SH SOLE 0 0 3,152
LOCKHEED MARTIN CORP COM 539830109 2,907,366 5,613 SH SOLE 0 0 5,613
LOWES COS INC COM 548661107 317,591 1,330 SH SOLE 0 0 1,330
MCDONALDS CORP COM 580135101 3,528,365 12,018 SH SOLE 0 0 12,018
MEDTRONIC PLC SHS G5960L103 348,819 4,308 SH SOLE 0 0 4,308
MERCK & CO INC COM 58933Y105 470,347 4,308 SH SOLE 0 0 4,308
META PLATFORMS INC CL A 30303M102 2,302,617 3,763 SH SOLE 0 0 3,763
MICROSOFT CORP COM 594918104 15,183,718 37,235 SH SOLE 0 0 37,235
MONDELEZ INTL INC CL A 609207105 292,577 4,762 SH SOLE 0 0 4,762
MORGAN STANLEY COM NEW 617446448 443,312 2,326 SH SOLE 0 0 2,326
NETFLIX INC. COM 64110L106 283,919 3,033 SH SOLE 0 0 3,033
NEXTERA ENERGY INC COM 65339F101 2,852,419 29,142 SH SOLE 0 0 29,142
NORFOLK SOUTHN CORP COM 655844108 415,001 1,314 SH SOLE 0 0 1,314
NOVARTIS AG SPONSORED ADR 66987V109 293,482 1,985 SH SOLE 0 0 1,985
NVIDIA CORPORATION COM 67066G104 2,609,378 13,075 SH SOLE 0 0 13,075
ORACLE CORP COM 68389X105 2,640,179 16,359 SH SOLE 0 0 16,359
PALO ALTO NETWORKS INC COM 697435105 299,644 1,671 SH SOLE 0 0 1,671
PAYCHEX INC COM 704326107 519,284 5,606 SH SOLE 0 0 5,606
PEPSICO INC COM 713448108 4,307,124 27,176 SH SOLE 0 0 27,176
PFIZER INC COM 717081103 203,401 7,618 SH SOLE 0 0 7,618
PRICE T ROWE GROUP INC COM 74144T108 958,019 9,312 SH SOLE 0 0 9,312
PROCTER & GAMBLE CO COM 742718109 1,734,927 11,795 SH SOLE 0 0 11,795
PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF 74316P579 786,607 14,497 SH SOLE 0 0 14,497
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 467,536 14,206 SH SOLE 0 0 14,206
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 216,344 1,828 SH SOLE 0 0 1,828
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 6,006,576 100,697 SH SOLE 0 0 100,697
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 2,415,808 46,342 SH SOLE 0 0 46,342
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 469,728 2,945 SH SOLE 0 0 2,945
SOUTHERN CO COM 842587107 426,544 4,411 SH SOLE 0 0 4,411
SPDR SERIES TRUST STATE STREET SPD 78464A763 285,133 1,900 SH SOLE 0 0 1,900
STARBUCKS CORP COM 855244109 367,918 3,493 SH SOLE 0 0 3,493
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 279,117 562 SH SOLE 0 0 562
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 986,002 1,372 SH SOLE 0 0 1,372
STRYKER CORPORATION COM 863667101 603,159 1,914 SH SOLE 0 0 1,914
TESLA INC COM 88160R101 746,087 1,955 SH SOLE 0 0 1,955
THERMO FISHER SCIENTIFIC INC COM 883556102 569,962 1,190 SH SOLE 0 0 1,190
TJX COS INC NEW COM 872540109 2,543,739 16,228 SH SOLE 0 0 16,228
UNION PAC CORP COM 907818108 4,087,742 15,169 SH SOLE 0 0 15,169
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 5,678,784 11,207 SH SOLE 0 0 11,207
VANGUARD INDEX FDS MID CAP ETF 922908629 13,327,780 172,394 SH SOLE 0 0 172,394
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,951,838 20,262 SH SOLE 0 0 20,262
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,014,651 1,536 SH SOLE 0 0 1,536
VANGUARD INDEX FDS SM CP VAL ETF 922908611 1,391,034 5,985 SH SOLE 0 0 5,985
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,797,629 6,321 SH SOLE 0 0 6,321
VANGUARD INDEX FDS TOTAL STK MKT 922908769 221,363 625 SH SOLE 0 0 625
VANGUARD INDEX FDS VALUE ETF 922908744 704,086 3,405 SH SOLE 0 0 3,405
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 22,437,174 277,276 SH SOLE 0 0 277,276
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 21,010,263 253,594 SH SOLE 0 0 253,594
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3,518,932 15,386 SH SOLE 0 0 15,386
VANGUARD WORLD FD CONSUM DIS ETF 92204A108 1,443,651 3,668 SH SOLE 0 0 3,668
VISA INC COM CL A 92826C839 3,384,488 10,261 SH SOLE 0 0 10,261
WALMART INC COM 931142103 8,445,169 64,013 SH SOLE 0 0 64,013
WASTE MGMT INC DEL COM 94106L109 4,721,695 20,304 SH SOLE 0 0 20,304
WISDOMTREE TR US QTLY DIV GRT 97717X669 426,657 4,543 SH SOLE 0 0 4,543
YUM BRANDS INC COM 988498101 476,555 2,985 SH SOLE 0 0 2,985