The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| AFLAC INC | COM | 001055102 | 964,639 | 8,227 | SH | SOLE | 0 | 0 | 0 | 8,227 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,092,853 | 3,093 | SH | SOLE | 0 | 0 | 0 | 3,093 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 267,670 | 749 | SH | SOLE | 0 | 0 | 0 | 749 | |
| AMAZON COM INC | COM | 023135106 | 332,484 | 1,395 | SH | SOLE | 0 | 0 | 0 | 1,395 | |
| APPLE INC | COM | 037833100 | 1,710,407 | 5,911 | SH | SOLE | 0 | 0 | 0 | 5,911 | |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 696,162 | 3,109 | SH | SOLE | 0 | 0 | 0 | 3,109 | |
| BANK OF AMER CORP | COM | 060505104 | 329,914 | 5,790 | SH | SOLE | 0 | 0 | 0 | 5,790 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 410,320 | 820 | SH | SOLE | 0 | 0 | 0 | 820 | |
| CHEVRON CORPORATION | COM | 166764100 | 290,050 | 1,750 | SH | SOLE | 0 | 0 | 0 | 1,750 | |
| COCA COLA CO | COM | 191216100 | 796,622 | 9,802 | SH | SOLE | 0 | 0 | 0 | 9,802 | |
| CONSOLIDATED EDISON INC | COM | 209115104 | 910,042 | 8,226 | SH | SOLE | 0 | 0 | 0 | 8,226 | |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 224,680 | 1,775 | SH | SOLE | 0 | 0 | 0 | 1,775 | |
| ELI LILLY & CO | COM | 532457108 | 2,860,868 | 2,385 | SH | SOLE | 0 | 0 | 0 | 2,385 | |
| EXXON MOBIL CORP | COM | 30231G102 | 395,531 | 2,893 | SH | SOLE | 0 | 0 | 0 | 2,893 | |
| GE AEROSPACE | COM NEW | 369604301 | 300,083 | 803 | SH | SOLE | 0 | 0 | 0 | 803 | |
| GE VERNOVA INC | COM | 36828A101 | 234,972 | 200 | SH | SOLE | 0 | 0 | 0 | 200 | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 612,469 | 18,398 | SH | SOLE | 0 | 0 | 0 | 18,398 | |
| ISHARES ETHEREUM TR | SHS | 46438R105 | 119,019 | 10,010 | SH | SOLE | 0 | 0 | 0 | 10,010 | |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | 402,934 | 4,864 | SH | SOLE | 0 | 0 | 0 | 4,864 | |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | 4,869,160 | 32,831 | SH | SOLE | 0 | 0 | 0 | 32,831 | |
| ISHARES TR | CRE U S REIT ETF | 464288521 | 1,035,025 | 15,576 | SH | SOLE | 0 | 0 | 0 | 15,576 | |
| ISHARES TR | CORE US AGGBD ET | 464287226 | 7,132,892 | 72,064 | SH | SOLE | 0 | 0 | 0 | 72,064 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 681,227 | 9,958 | SH | SOLE | 0 | 0 | 0 | 9,958 | |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | 891,007 | 8,714 | SH | SOLE | 0 | 0 | 0 | 8,714 | |
| ISHARES TR | CORE S&P500 ETF | 464287200 | 2,319,450 | 3,097 | SH | SOLE | 0 | 0 | 0 | 3,097 | |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | 350,841 | 3,260 | SH | SOLE | 0 | 0 | 0 | 3,260 | |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | 248,654 | 1,808 | SH | SOLE | 0 | 0 | 0 | 1,808 | |
| JOHNSON & JOHNSON | COM | 478160104 | 401,739 | 1,582 | SH | SOLE | 0 | 0 | 0 | 1,582 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 495,918 | 1,515 | SH | SOLE | 0 | 0 | 0 | 1,515 | |
| KIMBERLY-CLARK CORP | COM | 494368103 | 720,530 | 6,564 | SH | SOLE | 0 | 0 | 0 | 6,564 | |
| META PLATFORMS INC | CL A | 30303M102 | 1,338,377 | 2,376 | SH | SOLE | 0 | 0 | 0 | 2,376 | |
| PAYCHEX INC | COM | 704326107 | 218,489 | 2,222 | SH | SOLE | 0 | 0 | 0 | 2,222 | |
| PFIZER INC | COM | 717081103 | 310,897 | 12,911 | SH | SOLE | 0 | 0 | 0 | 12,911 | |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 | 206,679 | 12,376 | SH | SOLE | 0 | 0 | 0 | 12,376 | |
| PROCTER & GAMBLE CO | COM | 742718109 | 720,885 | 4,916 | SH | SOLE | 0 | 0 | 0 | 4,916 | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 473,706 | 12,848 | SH | SOLE | 0 | 0 | 0 | 12,848 | |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | 898,717 | 7,663 | SH | SOLE | 0 | 0 | 0 | 7,663 | |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | 1,030,805 | 5,565 | SH | SOLE | 0 | 0 | 0 | 5,565 | |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | 778,953 | 14,530 | SH | SOLE | 0 | 0 | 0 | 14,530 | |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | 796,315 | 5,019 | SH | SOLE | 0 | 0 | 0 | 5,019 | |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 3,864,368 | 20,283 | SH | SOLE | 0 | 0 | 0 | 20,283 | |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | 267,234 | 5,894 | SH | SOLE | 0 | 0 | 0 | 5,894 | |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | 215,317 | 2,592 | SH | SOLE | 0 | 0 | 0 | 2,592 | |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | 1,443,419 | 27,876 | SH | SOLE | 0 | 0 | 0 | 27,876 | |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | 14,120,423 | 280,223 | SH | SOLE | 0 | 0 | 0 | 280,223 | |
| SPDR INDEX SHS FDS | ST STR ACWI ETF | 78463X848 | 818,484 | 20,125 | SH | SOLE | 0 | 0 | 0 | 20,125 | |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | 17,932,675 | 702,691 | SH | SOLE | 0 | 0 | 0 | 702,691 | |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | 25,191,296 | 286,656 | SH | SOLE | 0 | 0 | 0 | 286,656 | |
| SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | 9,159,002 | 273,730 | SH | SOLE | 0 | 0 | 0 | 273,730 | |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | 3,896,726 | 57,678 | SH | SOLE | 0 | 0 | 0 | 57,678 | |
| SPDR SERIES TRUST | ST STR SP500DIV | 78468R788 | 1,063,742 | 22,296 | SH | SOLE | 0 | 0 | 0 | 22,296 | |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | 1,426,911 | 24,743 | SH | SOLE | 0 | 0 | 0 | 24,743 | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 4,060,935 | 5,438 | SH | SOLE | 0 | 0 | 0 | 5,438 | |
| SYSCO CORP | COM | 871829107 | 685,329 | 8,200 | SH | SOLE | 0 | 0 | 0 | 8,200 | |
| TARGET CORP | COM | 87612E106 | 769,076 | 5,888 | SH | SOLE | 0 | 0 | 0 | 5,888 | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 498,821 | 6,795 | SH | SOLE | 0 | 0 | 0 | 6,795 | |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 9,150,882 | 113,577 | SH | SOLE | 0 | 0 | 0 | 113,577 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 5,586,808 | 57,936 | SH | SOLE | 0 | 0 | 0 | 57,936 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 471,152 | 686 | SH | SOLE | 0 | 0 | 0 | 686 | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 6,330,451 | 106,055 | SH | SOLE | 0 | 0 | 0 | 106,055 | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 716,563 | 8,556 | SH | SOLE | 0 | 0 | 0 | 8,556 | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 1,182,887 | 14,312 | SH | SOLE | 0 | 0 | 0 | 14,312 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 9,075,654 | 38,355 | SH | SOLE | 0 | 0 | 0 | 38,355 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 1,118,860 | 15,703 | SH | SOLE | 0 | 0 | 0 | 15,703 | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 446,541 | 2,826 | SH | SOLE | 0 | 0 | 0 | 2,826 | |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 554,781 | 13,103 | SH | SOLE | 0 | 0 | 0 | 13,103 | |
| WELLS FARGO & CO | COM | 949746101 | 654,344 | 7,918 | SH | SOLE | 0 | 0 | 0 | 7,918 | |