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
ABBOTT LABORATORIES COM 002824100 302,623 3,062 SH SOLE 0 0 3,062
ABBVIE INC COM 00287Y109 911,354 3,484 SH SOLE 0 0 3,484
ALPHABET INC CAP STK CL A 02079K305 904,242 2,628 SH SOLE 0 0 2,628
AMERICAN EXPRESS CO COM 025816109 405,975 1,335 SH SOLE 0 0 1,335
ANALOG DEVICES INC COM 032654105 247,945 625 SH SOLE 0 0 625
APPLE INC COM 037833100 2,450,710 7,360 SH SOLE 0 0 7,360
AUTOMATIC DATA PROCESSING IN COM 053015103 285,463 1,107 SH SOLE 0 0 1,107
BROADCOM INC COM 11135F101 428,453 1,220 SH SOLE 0 0 1,220
CAPITAL GROUP CORE BALANCED SHS 14021D107 5,642,968 153,549 SH SOLE 0 0 153,549
CAPITAL GROUP CORE EQUITY ET SHS CREAT UNIT 14020V108 11,516,290 258,794 SH SOLE 0 0 258,794
CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT 14020W106 15,478,976 316,869 SH SOLE 0 0 316,869
CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF 14022A102 1,623,461 52,436 SH SOLE 0 0 52,436
CAPITAL GROUP GBL GROWTH EQT SHS CREAT UNIT 14020X104 9,433,802 237,150 SH SOLE 0 0 237,150
CAPITAL GROUP GROWTH ETF SHS CREAT UNIT 14020G101 16,055,482 338,508 SH SOLE 0 0 338,508
CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT 14019W109 8,903,389 259,650 SH SOLE 0 0 259,650
CAPITAL GROUP NEW GEOGRAPHY SHS 14021N105 1,128,889 30,971 SH SOLE 0 0 30,971
CAPITAL GRP FIXED INCM ETF T MUN INM ETF 14020Y201 10,246,484 395,007 SH SOLE 0 0 395,007
CAPITAL GRP FIXED INCM ETF T ULTRA SHORT ETF 14020Y888 451,132 17,909 SH SOLE 0 0 17,909
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 1,569,728 74,149 SH SOLE 0 0 74,149
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 1,553,234 59,216 SH SOLE 0 0 59,216
CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 14020Y508 947,816 37,943 SH SOLE 0 0 37,943
CATERPILLAR INC COM 149123101 308,100 380 SH SOLE 0 0 380
COSTCO WHOLESALE CORPORATION COM 22160K105 1,052,372 1,156 SH SOLE 0 0 1,156
CSX CORP COM 126408103 229,573 4,936 SH SOLE 0 0 4,936
DANAHER CORP DEL COM 235851102 442,657 1,998 SH SOLE 0 0 1,998
EATON CORP PLC SHS G29183103 840,945 1,957 SH SOLE 0 0 1,957
EMERSON ELEC CO COM 291011104 430,891 2,778 SH SOLE 0 0 2,778
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 279,280 1,716 SH SOLE 0 0 1,716
GE AEROSPACE COM NEW 369604301 406,289 1,301 SH SOLE 0 0 1,301
GE VERNOVA INC COM 36828A101 308,909 325 SH SOLE 0 0 325
GENERAL DYNAMICS CORP COM 369550108 306,943 925 SH SOLE 0 0 925
ISHARES TR S&P 500 GRWT ETF 464287309 301,449 2,119 SH SOLE 0 0 2,119
ISHARES TR EAFE SML CP ETF 464288273 460,022 5,449 SH SOLE 0 0 5,449
ISHARES TR S&P 500 VAL ETF 464287408 232,389 1,018 SH SOLE 0 0 1,018
ISHARES TR CORE S&P MCP ETF 464287507 217,793 3,027 SH SOLE 0 0 3,027
ISHARES TR CORE S&P SCP ETF 464287804 1,908,317 14,027 SH SOLE 0 0 14,027
JOHNSON & JOHNSON COM 478160104 645,860 2,440 SH SOLE 0 0 2,440
JPMORGAN CHASE & CO COM 46625H100 1,196,667 3,617 SH SOLE 0 0 3,617
L3HARRIS TECHNOLOGIES INC COM 502431109 214,996 908 SH SOLE 0 0 908
MCDONALDS CORP COM 580135101 238,399 1,032 SH SOLE 0 0 1,032
META PLATFORMS INC CL A 30303M102 438,735 605 SH SOLE 0 0 605
MICROSOFT CORP COM 594918104 1,735,393 3,382 SH SOLE 0 0 3,382
NVIDIA CORPORATION COM 67066G104 938,205 4,108 SH SOLE 0 0 4,108
PARKER-HANNIFIN CORP COM 701094104 1,289,703 1,350 SH SOLE 0 0 1,350
PEPSICO INC COM 713448108 430,975 3,401 SH SOLE 0 0 3,401
PROCTER & GAMBLE CO COM 742718109 756,618 5,208 SH SOLE 0 0 5,208
RTX CORPORATION COM 75513E101 426,997 2,300 SH SOLE 0 0 2,300
SIMON PPTY GROUP INC NEW COM 828806109 200,760 1,000 SH SOLE 0 0 1,000
TESLA INC COM 88160R101 564,151 1,590 SH SOLE 0 0 1,590
TJX COS INC NEW COM 872540109 377,084 2,850 SH SOLE 0 0 2,850
TRANE TECHNOLOGIES PLC SHS G8994E103 415,823 920 SH SOLE 0 0 920
UNION PAC CORP COM 907818108 566,032 2,080 SH SOLE 0 0 2,080
VISA INC COM CL A 92826C839 276,029 768 SH SOLE 0 0 768
WALMART INC COM 931142103 441,660 4,250 SH SOLE 0 0 4,250
WASTE MGMT INC DEL COM 94106L109 825,507 4,048 SH SOLE 0 0 4,048