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   3,622,685 31,873 SH   SOLE   31,751 0 122
ABBVIE INC COM 00287Y109   588,183 3,230 SH   SOLE   3,230 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,271,019 3,667 SH   SOLE   3,632 0 35
ADVANCED MICRO DEVICES INC COM 007903107   1,818,076 10,073 SH   SOLE   9,898 0 175
AFLAC INC COM 001055102   318,970 3,715 SH   SOLE   3,715 0 0
AIR PRODS & CHEMS INC COM 009158106   435,359 1,797 SH   SOLE   1,767 0 30
ALBEMARLE CORP COM 012653101   450,551 3,420 SH   SOLE   3,380 0 40
ALPHABET INC CAP STK CL A 02079K305   4,805,611 31,840 SH   SOLE   31,615 0 225
AMAZON COM INC COM 023135106   4,813,981 26,688 SH   SOLE   26,443 0 245
AMERICAN TOWER CORP NEW COM 03027X100   1,092,080 5,527 SH   SOLE   5,502 0 25
AMGEN INC COM 031162100   884,520 3,111 SH   SOLE   3,111 0 0
AMPHENOL CORP NEW CL A 032095101   3,226,455 27,971 SH   SOLE   27,681 0 290
ANALOG DEVICES INC COM 032654105   2,543,975 12,862 SH   SOLE   12,742 0 120
APPLE INC COM 037833100   8,081,852 47,130 SH   SOLE   46,415 0 715
AT&T INC COM 00206R102   177,056 10,060 SH   SOLE   10,060 0 0
BANK AMERICA CORP COM 060505104   257,211 6,783 SH   SOLE   6,783 0 0
BECTON DICKINSON & CO COM 075887109   667,620 2,698 SH   SOLE   2,698 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,745,572 8,907 SH   SOLE   8,852 0 55
BHP GROUP LTD SPONSORED ADS 088606108   993,710 17,225 SH   SOLE   17,205 0 20
BLACKROCK INC COM 09247X101   1,413,955 1,696 SH   SOLE   1,679 0 17
BLACKSTONE INC COM 09260D107   1,480,277 11,268 SH   SOLE   11,213 0 55
BOEING CO COM 097023105   1,463,057 7,581 SH   SOLE   7,436 0 145
BRISTOL-MYERS SQUIBB CO COM 110122108   574,187 10,588 SH   SOLE   10,038 0 550
CATERPILLAR INC COM 149123101   1,649,668 4,502 SH   SOLE   4,502 0 0
CHEVRON CORP NEW COM 166764100   3,385,574 21,463 SH   SOLE   21,318 0 145
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,348,741 464 SH   SOLE   460 0 4
CHUBB LIMITED COM H1467J104   315,620 1,218 SH   SOLE   1,218 0 0
CISCO SYS INC COM 17275R102   463,913 9,295 SH   SOLE   9,295 0 0
CITIGROUP INC COM NEW 172967424   253,276 4,005 SH   SOLE   4,005 0 0
COCA COLA CO COM 191216100   1,354,709 22,143 SH   SOLE   22,143 0 0
CONOCOPHILLIPS COM 20825C104   2,356,971 18,518 SH   SOLE   18,303 0 215
COSTCO WHSL CORP NEW COM 22160K105   2,187,633 2,986 SH   SOLE   2,986 0 0
CROWN CASTLE INC COM 22822V101   403,212 3,810 SH   SOLE   3,810 0 0
CSX CORP COM 126408103   278,025 7,500 SH   SOLE   7,500 0 0
CVS HEALTH CORP COM 126650100   2,330,348 29,217 SH   SOLE   29,062 0 155
DANAHER CORPORATION COM 235851102   1,206,647 4,832 SH   SOLE   4,802 0 30
DEERE & CO COM 244199105   836,267 2,036 SH   SOLE   2,036 0 0
DIGITAL RLTY TR INC COM 253868103   1,252,140 8,693 SH   SOLE   8,593 0 100
DISNEY WALT CO COM 254687106   1,963,021 16,043 SH   SOLE   15,998 0 45
DUKE ENERGY CORP NEW COM NEW 26441C204   1,628,500 16,839 SH   SOLE   16,814 0 25
ELI LILLY & CO COM 532457108   4,225,879 5,432 SH   SOLE   5,427 0 5
ENBRIDGE INC COM 29250N105   379,203 10,481 SH   SOLE   10,481 0 0
EOG RES INC COM 26875P101   891,684 6,975 SH   SOLE   6,975 0 0
EXXON MOBIL CORP COM 30231G102   3,431,289 29,519 SH   SOLE   29,479 0 40
FEDEX CORP COM 31428X106   1,263,266 4,360 SH   SOLE   4,290 0 70
GENERAC HLDGS INC COM 368736104   218,222 1,730 SH   SOLE   1,730 0 0
GENERAL DYNAMICS CORP COM 369550108   930,240 3,293 SH   SOLE   3,293 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,006,633 2,410 SH   SOLE   2,410 0 0
HCA HEALTHCARE INC COM 40412C101   394,566 1,183 SH   SOLE   1,183 0 0
HOME DEPOT INC COM 437076102   1,064,490 2,775 SH   SOLE   2,710 0 65
HONEYWELL INTL INC COM 438516106   1,190,655 5,801 SH   SOLE   5,801 0 0
IDEXX LABS INC COM 45168D104   1,970,205 3,649 SH   SOLE   3,614 0 35
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,166,447 15,764 SH   SOLE   15,699 0 65
INTERNATIONAL BUSINESS MACHS COM 459200101   312,411 1,636 SH   SOLE   1,636 0 0
ISHARES INC MSCI EMRG CHN 46434G764   2,276,030 39,535 SH   SOLE   39,485 0 50
ISHARES INC MSCI EQUAL WEITE 464286681   2,028,713 22,296 SH   SOLE   22,171 0 125
ISHARES TR CORE MSCI EAFE 46432F842   345,197 4,651 SH   SOLE   4,651 0 0
ISHARES TR CORE S&P MCP ETF 464287507   6,679,942 109,976 SH   SOLE   109,401 0 575
ISHARES TR CORE S&P SCP ETF 464287804   5,098,619 46,133 SH   SOLE   45,898 0 235
ISHARES TR CORE S&P500 ETF 464287200   510,484 971 SH   SOLE   971 0 0
ISHARES TR IBONDS DEC24 ETF 46434VBG4   273,170 10,905 SH   SOLE   10,905 0 0
ISHARES TR IBOXX HI YD ETF 464288513   4,992,520 64,229 SH   SOLE   64,039 0 190
ISHARES TR IBOXX INV CP ETF 464287242   2,150,625 19,745 SH   SOLE   19,670 0 75
ISHARES TR ISHS 1-5YR INVS 464288646   1,088,828 21,233 SH   SOLE   21,233 0 0
ISHARES TR JPMORGAN USD EMG 464288281   2,273,493 25,354 SH   SOLE   25,354 0 0
ISHARES TR MBS ETF 464288588   430,862 4,662 SH   SOLE   4,662 0 0
ISHARES TR MSCI EAFE ETF 464287465   621,311 7,780 SH   SOLE   7,780 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   3,455,952 21,028 SH   SOLE   20,878 0 150
ISHARES TR PFD AND INCM SEC 464288687   2,728,979 84,672 SH   SOLE   84,547 0 125
ISHARES TR RUS 1000 ETF 464287622   259,227 900 SH   SOLE   900 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   697,474 8,260 SH   SOLE   8,260 0 0
ISHARES TR S&P 500 VAL ETF 464287408   857,084 4,588 SH   SOLE   4,588 0 0
ISHARES TR S&P MC 400GR ETF 464287606   479,610 5,256 SH   SOLE   4,506 0 750
ISHARES TR S&P MC 400VL ETF 464287705   2,254,489 19,059 SH   SOLE   18,819 0 240
ISHARES TR S&P SML 600 GWT 464287887   253,093 1,936 SH   SOLE   1,381 0 555
ISHARES TR SP SMCP600VL ETF 464287879   1,813,817 17,651 SH   SOLE   17,626 0 25
ISHARES TR TIPS BD ETF 464287176   1,362,603 12,686 SH   SOLE   12,616 0 70
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274   3,161,202 67,939 SH   SOLE   67,529 0 410
JOHNSON & JOHNSON COM 478160104   2,643,671 16,712 SH   SOLE   16,702 0 10
JOHNSON CTLS INTL PLC SHS G51502105   772,213 11,822 SH   SOLE   11,822 0 0
JPMORGAN CHASE & CO COM 46625H100   4,431,237 22,123 SH   SOLE   22,003 0 120
KLA CORP COM NEW 482480100   1,645,132 2,355 SH   SOLE   2,320 0 35
L3HARRIS TECHNOLOGIES INC COM 502431109   465,837 2,186 SH   SOLE   2,186 0 0
LAUDER ESTEE COS INC CL A 518439104   985,019 6,390 SH   SOLE   6,305 0 85
LOWES COS INC COM 548661107   1,785,403 7,009 SH   SOLE   7,004 0 5
M & T BK CORP COM 55261F104   915,254 6,293 SH   SOLE   6,293 0 0
MARSH & MCLENNAN COS INC COM 571748102   1,270,073 6,166 SH   SOLE   6,166 0 0
MASTERCARD INCORPORATED CL A 57636Q104   575,958 1,196 SH   SOLE   1,189 0 7
MCDONALDS CORP COM 580135101   1,270,749 4,507 SH   SOLE   4,462 0 45
MERCK & CO INC COM 58933Y105   283,033 2,145 SH   SOLE   2,145 0 0
META PLATFORMS INC CL A 30303M102   1,539,289 3,170 SH   SOLE   3,170 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   3,237,544 36,089 SH   SOLE   35,649 0 440
MICROSOFT CORP COM 594918104   6,498,020 15,445 SH   SOLE   15,435 0 10
MONDELEZ INTL INC CL A 609207105   1,797,040 25,672 SH   SOLE   25,562 0 110
NEXTERA ENERGY INC COM 65339F101   1,238,128 19,373 SH   SOLE   19,148 0 225
NIKE INC CL B 654106103   1,414,869 15,055 SH   SOLE   14,950 0 105
NVIDIA CORPORATION COM 67066G104   4,840,371 5,357 SH   SOLE   5,307 0 50
ORACLE CORP COM 68389X105   3,658,643 29,127 SH   SOLE   28,862 0 265
PALO ALTO NETWORKS INC COM 697435105   4,486,697 15,791 SH   SOLE   15,646 0 145
PAYPAL HLDGS INC COM 70450Y103   793,430 11,844 SH   SOLE   11,739 0 105
PEPSICO INC COM 713448108   2,020,665 11,546 SH   SOLE   11,346 0 200
PFIZER INC COM 717081103   506,826 18,264 SH   SOLE   18,264 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775   5,513,713 60,023 SH   SOLE   59,773 0 250
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   207,112 2,060 SH   SOLE   2,060 0 0
PROCTER AND GAMBLE CO COM 742718109   3,282,318 20,230 SH   SOLE   20,110 0 120
RTX CORPORATION COM 75513E101   262,648 2,693 SH   SOLE   2,693 0 0
SALESFORCE INC COM 79466L302   2,513,046 8,344 SH   SOLE   8,289 0 55
SCHWAB CHARLES CORP COM 808513105   303,466 4,195 SH   SOLE   4,195 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   2,947,446 82,239 SH   SOLE   82,064 0 175
SPDR SER TR BBG CONV SEC ETF 78464A359   2,790,055 38,199 SH   SOLE   37,929 0 270
SPDR SER TR BLOOMBERG INVT 78468R200   1,713,778 55,588 SH   SOLE   55,298 0 290
SPDR SER TR PORTFOLIO INTRMD 78464A375   1,538,228 47,055 SH   SOLE   46,780 0 275
STARBUCKS CORP COM 855244109   967,546 10,587 SH   SOLE   10,562 0 25
STATE STR CORP COM 857477103   312,991 4,048 SH   SOLE   4,048 0 0
TEXAS INSTRS INC COM 882508104   744,748 4,275 SH   SOLE   4,275 0 0
THE CIGNA GROUP COM 125523100   1,307,484 3,600 SH   SOLE   3,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   442,882 762 SH   SOLE   752 0 10
TJX COS INC NEW COM 872540109   1,123,734 11,080 SH   SOLE   11,080 0 0
TRUIST FINL CORP COM 89832Q109   432,132 11,086 SH   SOLE   11,036 0 50
TYLER TECHNOLOGIES INC COM 902252105   1,753,166 4,125 SH   SOLE   4,095 0 30
UNITED PARCEL SERVICE INC CL B 911312106   1,215,942 8,181 SH   SOLE   8,021 0 160
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   420,019 5,783 SH   SOLE   5,783 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,519,713 17,573 SH   SOLE   17,363 0 210
VANGUARD INDEX FDS TOTAL STK MKT 922908769   8,205,303 31,571 SH   SOLE   31,321 0 250
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   2,140,295 51,240 SH   SOLE   51,065 0 175
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   3,881,951 48,217 SH   SOLE   48,217 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   224,817 2,908 SH   SOLE   2,908 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   3,370,433 18,457 SH   SOLE   18,272 0 185
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   2,064,936 17,067 SH   SOLE   16,992 0 75
VERIZON COMMUNICATIONS INC COM 92343V104   947,541 22,582 SH   SOLE   22,582 0 0
VISA INC COM CL A 92826C839   953,058 3,415 SH   SOLE   3,415 0 0
WALMART INC COM 931142103   315,893 5,250 SH   SOLE   5,250 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   642,670 2,132 SH   SOLE   2,102 0 30
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,435,151 10,874 SH   SOLE   10,764 0 110
ZOETIS INC CL A 98978V103   817,623 4,832 SH   SOLE   4,832 0 0
ZSCALER INC COM 98980G102   726,215 3,770 SH   SOLE   3,735 0 35