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
MERCK & CO INC COM 58933Y105 203,870 1,403 SH SOLE 736 0 667
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 205,208 2,546 SH SOLE 0 0 2,546
ISHARES TR U.S. UTILITS ETF 464287697 209,142 2,074 SH SOLE 0 0 2,074
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 215,143 717 SH SOLE 247 0 470
GLOBAL X FDS MORNINGSTAR CAP 37954Y731 217,730 4,485 SH SOLE 9 0 4,476
ALPHABET INC CAP STK CL C 02079K107 221,481 650 SH SOLE 30 0 620
ALLSTATE CORP COM 020002101 221,860 1,000 SH SOLE 1,000 0 0
ISHARES TR ESG SELECT SCRE 46436E551 237,266 4,864 SH SOLE 1,302 0 3,562
TESLA INC COM 88160R101 240,206 677 SH SOLE 0 0 677
ISHARES TR 7-10 YR TRSY BD 464287440 246,406 2,759 SH DFND 0001442676 0 372 2,387
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 248,548 5,303 SH SOLE 3,571 0 1,732
PHILIP MORRIS INTL INC COM 718172109 263,906 1,383 SH SOLE 1,100 0 283
ISHARES TR ESG AW MSCI EAFE 46435G516 264,735 2,569 SH SOLE 971 0 1,598
HEXCEL CORP NEW COM 428291108 265,449 3,163 SH SOLE 2,853 0 310
VERIZON COMMUNICATIONS INC COM 92343V104 277,926 6,059 SH SOLE 2,645 0 3,414
ONEOK INC NEW COM 30609A109 279,771 3,281 SH SOLE 2,462 0 819
DISNEY WALT CO COM 254687106 289,379 2,759 SH SOLE 246 0 2,513
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 289,784 4,400 SH SOLE 4,400 0 0
FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL 337344105 290,310 1,784 SH SOLE 1,784 0 0
FEDEX CORP COM 31428X106 297,267 1,043 SH SOLE 0 0 1,043
VANECK BITCOIN ETF SH BEN INT 92189K105 297,683 12,603 SH SOLE 10,199 0 2,404
MONDELEZ INTL INC CL A 609207105 302,633 5,234 SH SOLE 4,748 0 486
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 306,395 5,350 SH DFND 0001442676 0 727 4,623
BANK OF NY MELLON CORP COM 064058100 310,184 2,145 SH SOLE 1,845 0 300
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 311,444 16,137 SH SOLE 11,335 0 4,802
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 317,637 6,033 SH SOLE 2,155 0 3,878
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 317,899 3,469 SH DFND 0001442676 0 471 2,998
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 319,223 14,924 SH SOLE 13,912 0 1,012
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 319,333 700 SH SOLE 520 0 180
QUANTA SVCS INC COM 74762E102 321,255 500 SH SOLE 250 0 250
SPDR SERIES TRUST ST INTER ETF 78464A672 337,689 12,379 SH SOLE 8,528 0 3,850
ISHARES TR ISHS 1-5YR INVS 464288646 341,807 6,672 SH DFND 0001442676 0 892 5,780
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 345,471 453 SH DFND 0001442676 0 60 393
ISHARES TR MRGSTR MD CP GRW 464288307 355,468 3,786 SH SOLE 3,786 0 0
STARBUCKS CORP COM 855244109 359,772 3,829 SH SOLE 2,109 0 1,720
ISHARES TR MBS ETF 464288588 360,631 4,024 SH DFND 0001442676 0 543 3,481
ISHARES TR SHRT NAT MUN ETF 464288158 370,490 3,544 SH SOLE 1,266 0 2,278
3M CO COM 88579Y101 370,748 2,259 SH SOLE 350 0 1,909
ISHARES TR CORE 1 5 YR USD 46432F859 372,661 7,887 SH SOLE 4,870 0 3,017
CISCO SYS INC COM 17275R102 372,710 3,463 SH SOLE 1,298 0 2,165
ISHARES TR ESG AWR MSCI USA 46435G425 374,800 2,247 SH SOLE 306 0 1,941
INVESCO QQQ TR UNIT SER 1 46090E103 391,105 529 SH SOLE 300 0 229
ISHARES TR MSCI USA MMENTM 46432F396 392,867 1,238 SH SOLE 722 0 516
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 400,426 5,679 SH SOLE 5,210 0 469
INTEL CORP COM 458140100 402,098 3,344 SH SOLE 62 0 3,282
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 403,610 1,813 SH SOLE 0 0 1,813
EATON CORP PLC SHS G29183103 408,225 950 SH SOLE 350 0 600
TRUIST FINL CORP COM 89832Q109 415,990 8,985 SH SOLE 2,665 0 6,320
ABBVIE INC COM 00287Y109 419,167 1,602 SH SOLE 1,142 0 460
UNION PAC CORP COM 907818108 431,054 1,584 SH SOLE 740 0 844
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 456,610 19,250 SH SOLE 19,250 0 0
COCA COLA CO COM 191216100 457,687 5,317 SH SOLE 2,733 0 2,584
ISHARES TR 3 7 YR TREAS BD 464288661 474,066 4,179 SH DFND 0001442676 0 563 3,616
CHEVRON CORPORATION COM 166764100 477,709 2,339 SH SOLE 887 0 1,452
ALPHABET INC CAP STK CL A 02079K305 481,031 1,398 SH SOLE 832 0 566
VISA INC COM CL A 92826C839 492,946 1,372 SH SOLE 731 0 641
CATERPILLAR INC COM 149123101 504,116 622 SH SOLE 155 0 467
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 507,620 18,479 SH SOLE 1,621 0 16,858
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 513,197 4,514 SH SOLE 1,522 0 2,992
AON PLC SHS CL A G0403H108 525,309 1,898 SH SOLE 1,898 0 0
CHUBB LIMITED COM H1467J104 553,901 1,703 SH SOLE 1,641 0 62
AT&T INC COM 00206R102 561,692 23,020 SH SOLE 3,975 0 19,045
RTX CORPORATION COM 75513E101 565,490 3,046 SH SOLE 2,456 0 590
AUTOMATIC DATA PROCESSING IN COM 053015103 577,022 2,236 SH SOLE 1,167 0 1,069
BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 581,105 8,390 SH SOLE 7,026 0 1,365
CSX CORP COM 126408103 597,315 12,843 SH SOLE 5,734 0 7,109
VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 657,699 2,312 SH SOLE 1,493 0 819
MASTERCARD INCORPORATED CL A 57636Q104 698,236 1,266 SH SOLE 105 0 1,161
SPDR SERIES TRUST ST NUVE HIGH ETF 78464A284 717,446 30,569 SH SOLE 21,550 0 9,019
NORFOLK SOUTHN CORP COM 655844108 729,683 2,361 SH SOLE 1,000 0 1,361
BLACKROCK INC COM 09290D101 733,612 693 SH SOLE 361 0 332
ISHARES INC MSCI EMRG CHN 46434G764 738,649 7,455 SH SOLE 4,695 0 2,760
SHOPIFY INC CL A SUB VTG SHS 82509L107 755,737 5,096 SH SOLE 3,844 0 1,252
ISHARES TR ESG MSCI KLD ETF 464288570 756,925 5,178 SH SOLE 2,355 0 2,823
MCDONALDS CORP COM 580135101 822,410 3,561 SH SOLE 3,502 0 59
ENTERPRISE PRODS PARTNERS L COM 293792107 825,616 23,185 SH SOLE 17,008 0 6,177
ISHARES GOLD TRUST MICRO SHS REPSTG UN TR 46436F103 835,584 20,173 SH SOLE 13,013 0 7,161
ASML HLDG NV N Y REGISTRY SHS N07059210 844,238 466 SH SOLE 281 0 185
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 857,967 26,294 SH SOLE 17,587 0 8,707
NETFLIX INC. COM 64110L106 872,185 12,535 SH SOLE 3,800 0 8,735
UNITEDHEALTH GROUP INC COM 91324P102 875,906 2,386 SH SOLE 1,726 0 660
PROCTER & GAMBLE CO COM 742718109 896,642 6,172 SH SOLE 4,394 0 1,778
CORNING INC COM 219350105 919,639 5,981 SH SOLE 4,546 0 1,435
SPDR INDEX SHS FDS ST PORT MARK ETF 78463X509 923,786 17,847 SH SOLE 13,499 0 4,348
SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES 82889N699 942,001 32,663 SH SOLE 19,773 0 12,890
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 953,460 31,782 SH SOLE 0 0 31,782
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 973,984 28,630 SH SOLE 16,575 0 12,055
ISHARES TR CORE US AGGBD ET 464287226 1,032,119 10,917 SH SOLE 7,056 0 3,862
FRANKLIN TEMPLETON DIGITAL H BITCOIN ETF SHS 354921108 1,054,814 21,843 SH SOLE 14,515 0 7,329
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1,064,290 21,623 SH SOLE 14,856 0 6,768
JPMORGAN CHASE & CO COM 46625H100 1,104,275 3,338 SH SOLE 882 0 2,456
VANECK ETF TRUST REAL ASSETS ETF 92189F130 1,131,970 28,420 SH SOLE 16,792 0 11,628
ISHARES TR MRGSTR MD CP ETF 464288208 1,150,674 12,179 SH SOLE 8,006 0 4,173
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 1,256,222 5,814 SH SOLE 3,848 0 1,966
ISHARES TR U.S. TECH ETF 464287721 1,289,533 4,868 SH SOLE 0 0 4,868
BLACKROCK ETF TRUST ISHA SYST AL ETF 09290C665 1,315,799 44,066 SH SOLE 27,857 0 16,209
COINBASE GLOBAL INC COM CL A 19260Q107 1,459,229 7,828 SH SOLE 5,310 0 2,518
GRAYSCALE ETHEREUM STAKING SHS NEW 38964R203 1,641,826 64,411 SH SOLE 41,596 0 22,815
SPDR SERIES TRUST ST PORT HIGH ETF 78468R606 1,650,127 73,047 SH SOLE 46,880 0 26,166
ISHARES TR CORE MSCI INTL 46435G326 1,828,482 20,435 SH SOLE 13,446 0 6,989
ISHARES TR CORE MSCI TOTAL 46432F834 2,570,103 27,057 SH SOLE 18,122 0 8,935
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 2,626,598 16,139 SH SOLE 4,366 0 11,773
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3,021,331 63,795 SH SOLE 38,200 0 25,595
NVIDIA CORPORATION COM 67066G104 3,185,367 13,948 SH SOLE 8,934 0 5,014
SPDR SERIES TRUST ST STR P500GRW 78464A409 3,206,758 26,054 SH SOLE 17,543 0 8,512
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,491,954 4,579 SH SOLE 182 0 4,397
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 3,708,554 12,174 SH SOLE 7,899 0 4,275
APPLIED MATLS INC COM 038222105 3,711,596 7,258 SH SOLE 7,173 0 85
MICROSOFT CORP COM 594918104 4,257,832 8,301 SH SOLE 4,996 0 3,305
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,712,194 9,463 SH SOLE 4,159 0 5,304
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4,769,540 110,151 SH SOLE 70,102 0 40,049
AMAZON COM INC COM 023135106 5,808,608 23,314 SH SOLE 13,764 0 9,550
ISHARES TR CORE S&P500 ETF 464287200 8,869,302 11,581 SH SOLE 8,076 0 3,505
JOHNSON & JOHNSON COM 478160104 9,808,757 37,051 SH SOLE 2,174 0 34,877
ISHARES TR CORE S&P TTL STK 464287150 11,471,316 68,988 SH SOLE 43,713 0 25,275
APPLE INC COM 037833100 15,474,400 46,467 SH SOLE 25,875 0 20,592
BERKSHIRE HATHAWAY INC DEL CL A 084670108 155,377,040 208 SH SOLE 96 0 112