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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   2,992,471 30,898 SH   SOLE   30,786 0 112
ABBVIE INC COM 00287Y109   557,484 3,740 SH   SOLE   3,740 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   960,333 3,127 SH   SOLE   3,092 0 35
ADVANCED MICRO DEVICES INC COM 007903107   847,442 8,242 SH   SOLE   8,077 0 165
AFLAC INC COM 001055102   253,275 3,300 SH   SOLE   3,300 0 0
AIR PRODS & CHEMS INC COM 009158106   577,286 2,037 SH   SOLE   2,007 0 30
ALPHABET INC CAP STK CL A 02079K305   3,782,901 28,908 SH   SOLE   28,683 0 225
AMAZON COM INC COM 023135106   3,209,144 25,245 SH   SOLE   25,000 0 245
AMERICAN TOWER CORP NEW COM 03027X100   995,909 6,056 SH   SOLE   6,031 0 25
AMGEN INC COM 031162100   606,323 2,256 SH   SOLE   2,256 0 0
AMPHENOL CORP NEW CL A 032095101   2,336,686 27,821 SH   SOLE   27,531 0 290
ANALOG DEVICES INC COM 032654105   2,093,201 11,955 SH   SOLE   11,835 0 120
APPLE INC COM 037833100   8,148,226 47,592 SH   SOLE   46,827 0 765
AT&T INC COM 00206R102   172,880 11,510 SH   SOLE   11,510 0 0
BAXTER INTL INC COM 071813109   214,363 5,680 SH   SOLE   5,680 0 0
BECTON DICKINSON & CO COM 075887109   274,042 1,060 SH   SOLE   1,060 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,693,807 7,690 SH   SOLE   7,635 0 55
BHP GROUP LTD SPONSORED ADS 088606108   939,658 16,520 SH   SOLE   16,500 0 20
BLACKROCK INC COM 09247X101   533,354 825 SH   SOLE   823 0 2
BLACKSTONE INC COM 09260D107   1,262,966 11,788 SH   SOLE   11,733 0 55
BOEING CO COM 097023105   947,091 4,941 SH   SOLE   4,806 0 135
BRISTOL-MYERS SQUIBB CO COM 110122108   623,814 10,748 SH   SOLE   10,148 0 600
CATERPILLAR INC COM 149123101   1,194,375 4,375 SH   SOLE   4,375 0 0
CHEVRON CORP NEW COM 166764100   3,698,174 21,932 SH   SOLE   21,776 0 156
CHIPOTLE MEXICAN GRILL INC COM 169656105   926,906 506 SH   SOLE   502 0 4
CHUBB LIMITED COM H1467J104   253,563 1,218 SH   SOLE   1,218 0 0
CISCO SYS INC COM 17275R102   378,739 7,045 SH   SOLE   7,045 0 0
CITIGROUP INC COM NEW 172967424   418,210 10,168 SH   SOLE   10,128 0 40
COCA COLA CO COM 191216100   1,254,400 22,408 SH   SOLE   22,408 0 0
CONOCOPHILLIPS COM 20825C104   2,033,964 16,978 SH   SOLE   16,763 0 215
COSTCO WHSL CORP NEW COM 22160K105   1,522,567 2,695 SH   SOLE   2,695 0 0
CSX CORP COM 126408103   230,625 7,500 SH   SOLE   7,500 0 0
CVS HEALTH CORP COM 126650100   2,262,936 32,411 SH   SOLE   32,256 0 155
DANAHER CORPORATION COM 235851102   939,555 3,787 SH   SOLE   3,787 0 0
DEERE & CO COM 244199105   998,547 2,646 SH   SOLE   2,646 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   223,024 1,495 SH   SOLE   1,495 0 0
DIGITAL RLTY TR INC COM 253868103   1,055,900 8,725 SH   SOLE   8,625 0 100
DISNEY WALT CO COM 254687106   1,453,551 17,934 SH   SOLE   17,889 0 45
DUKE ENERGY CORP NEW COM NEW 26441C204   1,672,704 18,952 SH   SOLE   18,927 0 25
ELI LILLY & CO COM 532457108   3,439,781 6,404 SH   SOLE   6,399 0 5
ENBRIDGE INC COM 29250N105   447,534 13,484 SH   SOLE   13,484 0 0
EOG RES INC COM 26875P101   702,631 5,543 SH   SOLE   5,543 0 0
EXXON MOBIL CORP COM 30231G102   3,472,960 29,537 SH   SOLE   29,487 0 50
FEDEX CORP COM 31428X106   1,426,594 5,385 SH   SOLE   5,315 0 70
GENERAC HLDGS INC COM 368736104   215,087 1,974 SH   SOLE   1,974 0 0
GENERAL DYNAMICS CORP COM 369550108   673,517 3,048 SH   SOLE   3,048 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   634,844 1,962 SH   SOLE   1,962 0 0
HOME DEPOT INC COM 437076102   999,847 3,309 SH   SOLE   3,244 0 65
HONEYWELL INTL INC COM 438516106   1,068,536 5,784 SH   SOLE   5,784 0 0
IDEXX LABS INC COM 45168D104   1,602,595 3,665 SH   SOLE   3,626 0 39
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,619,384 14,719 SH   SOLE   14,654 0 65
INTERNATIONAL BUSINESS MACHS COM 459200101   228,689 1,630 SH   SOLE   1,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764   942,335 18,911 SH   SOLE   18,886 0 25
ISHARES INC MSCI EQUAL WEITE 464286681   1,630,854 21,684 SH   SOLE   21,599 0 85
ISHARES TR CORE MSCI EAFE 46432F842   305,727 4,751 SH   SOLE   4,751 0 0
ISHARES TR CORE S&P MCP ETF 464287507   4,273,859 17,140 SH   SOLE   17,075 0 65
ISHARES TR CORE S&P SCP ETF 464287804   3,682,926 39,043 SH   SOLE   38,923 0 120
ISHARES TR CORE S&P500 ETF 464287200   526,481 1,226 SH   SOLE   1,226 0 0
ISHARES TR IBONDS DEC23 ETF 46434VAX8   367,086 14,475 SH   SOLE   14,350 0 125
ISHARES TR IBONDS DEC24 ETF 46434VBG4   212,802 8,605 SH   SOLE   8,605 0 0
ISHARES TR IBOXX HI YD ETF 464288513   4,030,936 54,679 SH   SOLE   54,509 0 170
ISHARES TR IBOXX INV CP ETF 464287242   1,082,534 10,611 SH   SOLE   10,611 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   1,351,290 27,118 SH   SOLE   27,118 0 0
ISHARES TR JPMORGAN USD EMG 464288281   2,502,997 30,332 SH   SOLE   30,332 0 0
ISHARES TR MBS ETF 464288588   1,121,011 12,624 SH   SOLE   12,624 0 0
ISHARES TR MSCI EAFE ETF 464287465   551,705 8,005 SH   SOLE   8,005 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   2,711,975 20,578 SH   SOLE   20,428 0 150
ISHARES TR PFD AND INCM SEC 464288687   2,747,570 91,130 SH   SOLE   91,005 0 125
ISHARES TR RUS 1000 ETF 464287622   252,293 1,074 SH   SOLE   1,074 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   869,002 12,701 SH   SOLE   12,551 0 150
ISHARES TR S&P 500 VAL ETF 464287408   784,584 5,100 SH   SOLE   5,100 0 0
ISHARES TR S&P MC 400GR ETF 464287606   467,104 6,466 SH   SOLE   5,691 0 775
ISHARES TR S&P MC 400VL ETF 464287705   2,258,511 22,377 SH   SOLE   22,127 0 250
ISHARES TR S&P SML 600 GWT 464287887   302,717 2,760 SH   SOLE   2,130 0 630
ISHARES TR SP SMCP600VL ETF 464287879   1,884,059 21,117 SH   SOLE   21,067 0 50
ISHARES TR TIPS BD ETF 464287176   1,034,607 9,975 SH   SOLE   9,925 0 50
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274   1,931,565 42,583 SH   SOLE   42,288 0 295
JOHNSON & JOHNSON COM 478160104   2,747,430 17,640 SH   SOLE   17,630 0 10
JOHNSON CTLS INTL PLC SHS G51502105   616,544 11,587 SH   SOLE   11,587 0 0
JPMORGAN CHASE & CO COM 46625H100   3,358,083 23,156 SH   SOLE   23,036 0 120
KLA CORP COM NEW 482480100   1,330,114 2,900 SH   SOLE   2,850 0 50
L3HARRIS TECHNOLOGIES INC COM 502431109   243,768 1,400 SH   SOLE   1,400 0 0
LAUDER ESTEE COS INC CL A 518439104   979,037 6,773 SH   SOLE   6,688 0 85
LOWES COS INC COM 548661107   1,382,552 6,652 SH   SOLE   6,647 0 5
M & T BK CORP COM 55261F104   943,696 7,463 SH   SOLE   7,463 0 0
MARSH & MCLENNAN COS INC COM 571748102   1,107,927 5,822 SH   SOLE   5,822 0 0
MASTERCARD INCORPORATED CL A 57636Q104   530,915 1,341 SH   SOLE   1,334 0 7
MCDONALDS CORP COM 580135101   1,257,926 4,775 SH   SOLE   4,725 0 50
MERCK & CO INC COM 58933Y105   214,136 2,080 SH   SOLE   2,080 0 0
META PLATFORMS INC CL A 30303M102   764,335 2,546 SH   SOLE   2,546 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,914,933 37,347 SH   SOLE   36,847 0 500
MICROSOFT CORP COM 594918104   4,809,504 15,232 SH   SOLE   15,222 0 10
MONDELEZ INTL INC CL A 609207105   1,644,780 23,700 SH   SOLE   23,650 0 50
MORGAN STANLEY COM NEW 617446448   200,337 2,453 SH   SOLE   2,453 0 0
NEXTERA ENERGY INC COM 65339F101   892,234 15,574 SH   SOLE   15,354 0 220
NIKE INC CL B 654106103   1,351,111 14,130 SH   SOLE   14,030 0 100
NOVARTIS AG SPONSORED ADR 66987V109   232,546 2,283 SH   SOLE   2,283 0 0
NVIDIA CORPORATION COM 67066G104   2,760,012 6,345 SH   SOLE   6,280 0 65
ORACLE CORP COM 68389X105   3,018,402 28,497 SH   SOLE   28,227 0 270
PALO ALTO NETWORKS INC COM 697435105   3,883,030 16,563 SH   SOLE   16,398 0 165
PAYPAL HLDGS INC COM 70450Y103   787,690 13,474 SH   SOLE   13,369 0 105
PEPSICO INC COM 713448108   1,932,124 11,403 SH   SOLE   11,203 0 200
PFIZER INC COM 717081103   803,112 24,212 SH   SOLE   24,212 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775   5,443,208 61,925 SH   SOLE   61,675 0 250
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   206,288 2,060 SH   SOLE   2,060 0 0
PROCTER AND GAMBLE CO COM 742718109   2,960,666 20,298 SH   SOLE   20,170 0 128
SALESFORCE INC COM 79466L302   1,570,734 7,746 SH   SOLE   7,691 0 55
SCHWAB CHARLES CORP COM 808513105   255,011 4,645 SH   SOLE   4,645 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   2,382,095 76,817 SH   SOLE   76,642 0 175
SPDR SER TR BBG CONV SEC ETF 78464A359   2,474,225 36,493 SH   SOLE   36,258 0 235
SPDR SER TR BLOOMBERG INVT 78468R200   2,319,544 75,506 SH   SOLE   75,016 0 490
STARBUCKS CORP COM 855244109   938,438 10,282 SH   SOLE   10,257 0 25
STATE STR CORP COM 857477103   299,177 4,468 SH   SOLE   4,468 0 0
TEXAS INSTRS INC COM 882508104   943,088 5,931 SH   SOLE   5,906 0 25
THE CIGNA GROUP COM 125523100   1,037,004 3,625 SH   SOLE   3,625 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   378,109 747 SH   SOLE   737 0 10
TJX COS INC NEW COM 872540109   825,251 9,285 SH   SOLE   9,285 0 0
TRUIST FINL CORP COM 89832Q109   473,324 16,544 SH   SOLE   16,494 0 50
TYLER TECHNOLOGIES INC COM 902252105   1,644,570 4,259 SH   SOLE   4,239 0 20
UNITED PARCEL SERVICE INC CL B 911312106   1,601,876 10,277 SH   SOLE   10,102 0 175
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   508,975 7,294 SH   SOLE   7,294 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,525,230 20,159 SH   SOLE   19,924 0 235
VANGUARD INDEX FDS TOTAL STK MKT 922908769   6,762,285 31,836 SH   SOLE   31,586 0 250
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   2,970,236 75,752 SH   SOLE   75,527 0 225
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   6,028,329 79,341 SH   SOLE   79,241 0 100
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   306,837 4,083 SH   SOLE   4,083 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   2,609,607 16,795 SH   SOLE   16,640 0 155
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,735,879 16,801 SH   SOLE   16,726 0 75
VERIZON COMMUNICATIONS INC COM 92343V104   888,164 27,404 SH   SOLE   27,404 0 0
VISA INC COM CL A 92826C839   816,536 3,550 SH   SOLE   3,550 0 0
WALMART INC COM 931142103   286,435 1,791 SH   SOLE   1,791 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,252,375 11,160 SH   SOLE   11,050 0 110
ZOETIS INC CL A 98978V103   756,291 4,347 SH   SOLE   4,347 0 0