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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 907 6,089 SH   SOLE   6,089 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,417 7,167 SH   SOLE   7,167 0 0
AMAZON COM INC COM 023135106 342 105 SH   SOLE   105 0 0
AMERICAN ELEC PWR CO INC COM 025537101 246 2,464 SH   SOLE   2,464 0 0
AON PLC SHS CL A G0403H108 946 2,906 SH   SOLE   2,906 0 0
APPLE INC COM 037833100 495 2,836 SH   SOLE   2,836 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 544 814 SH   SOLE   814 0 0
AT&T INC COM 00206R102 1,109 46,934 SH   SOLE   46,934 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,225 5,384 SH   SOLE   5,384 0 0
BARCLAYS BANK PLC IPATH SHILR CAPE 06742A669 347 15,560 SH   SOLE   15,560 0 0
BECTON DICKINSON & CO COM 075887109 2,213 8,319 SH   SOLE   8,319 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38 108 SH   SOLE   108 0 0
BOEING CO COM 097023105 469 2,449 SH   SOLE   2,449 0 0
BOSTON SCIENTIFIC CORP COM 101137107 376 8,497 SH   SOLE   8,497 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 880 12,050 SH   SOLE   12,050 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 209 3,150 SH   SOLE   3,150 0 0
CISCO SYS INC COM 17275R102 859 15,401 SH   SOLE   15,401 0 0
COMCAST CORP NEW CL A 20030N101 269 5,743 SH   SOLE   5,743 0 0
CONOCOPHILLIPS COM 20825C104 693 6,935 SH   SOLE   6,935 0 0
DEERE & CO COM 244199105 3,987 9,596 SH   SOLE   9,596 0 0
DIGITAL RLTY TR INC COM 253868103 3,146 22,185 SH   SOLE   22,185 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1,902 33,925 SH   SOLE   33,925 0 0
DOMINION ENERGY INC COM 25746U109 2,447 28,804 SH   SOLE   28,804 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,408 39,476 SH   SOLE   39,476 0 0
EMERSON ELEC CO COM 291011104 639 6,515 SH   SOLE   6,515 0 0
EXXON MOBIL CORP COM 30231G102 2,033 24,620 SH   SOLE   24,620 0 0
FEDEX CORP COM 31428X106 483 2,086 SH   SOLE   2,086 0 0
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 4,809 73,241 SH   SOLE   73,241 0 0
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 670 12,455 SH   SOLE   12,455 0 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 8,209 66,700 SH   SOLE   66,700 0 0
FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 1 30 SH   SOLE   30 0 0
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 3 53 SH   SOLE   53 0 0
FIRST TR ENERGY INFRASTRCTR COM 33738C103 1,986 130,369 SH   SOLE   130,369 0 0
FIRST TR INTER DURATN PFD & COM 33718W103 495 22,504 SH   SOLE   22,504 0 0
FORD MTR CO DEL COM 345370860 472 27,930 SH   SOLE   27,930 0 0
GENERAL ELECTRIC CO COM NEW 369604301 313 3,419 SH   SOLE   3,419 0 0
GLOBAL X FDS S&P 500 COVERED 37954Y475 186 3,750 SH   SOLE   3,750 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483 8,115 386,964 SH   SOLE   386,964 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 685 8,904 SH   SOLE   8,904 0 0
HEALTHCARE RLTY TR COM 421946104 1,403 51,050 SH   SOLE   51,050 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 555 16,162 SH   SOLE   16,162 0 0
INTEL CORP COM 458140100 1,792 36,166 SH   SOLE   36,166 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 563 4,327 SH   SOLE   4,327 0 0
IRON MTN INC NEW COM 46284V101 649 11,716 SH   SOLE   11,716 0 0
ISHARES TR CORE S&P TTL STK 464287150 24 238 SH   SOLE   238 0 0
ISHARES TR SELECT DIVID ETF 464287168 953 7,437 SH   SOLE   7,437 0 0
ISHARES TR TIPS BD ETF 464287176 583 4,678 SH   SOLE   4,678 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,905 4,198 SH   SOLE   4,198 0 0
ISHARES TR CORE US AGGBD ET 464287226 0 3 SH   SOLE   3 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 65 1,450 SH   SOLE   1,450 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 31 400 SH   SOLE   400 0 0
ISHARES TR S&P 500 VAL ETF 464287408 12 80 SH   SOLE   80 0 0
ISHARES TR MSCI EAFE ETF 464287465 186 2,530 SH   SOLE   2,530 0 0
ISHARES TR RUS MD CP GR ETF 464287481 379 3,775 SH   SOLE   3,775 0 0
ISHARES TR RUS MID CAP ETF 464287499 951 12,191 SH   SOLE   12,191 0 0
ISHARES TR CORE S&P MCP ETF 464287507 2,500 9,315 SH   SOLE   9,315 0 0
ISHARES TR ISHARES SEMICDTR 464287523 2,835 5,991 SH   SOLE   5,991 0 0
ISHARES TR ISHARES BIOTECH 464287556 9 67 SH   SOLE   67 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 22 135 SH   SOLE   135 0 0
ISHARES TR S&P MC 400GR ETF 464287606 65 840 SH   SOLE   840 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 21 130 SH   SOLE   130 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 881 3,444 SH   SOLE   3,444 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 186 905 SH   SOLE   905 0 0
ISHARES TR U.S. REAL ES ETF 464287739 83 766 SH   SOLE   766 0 0
ISHARES TR US HLTHCARE ETF 464287762 738 2,554 SH   SOLE   2,554 0 0
ISHARES TR CORE S&P SCP ETF 464287804 179 1,662 SH   SOLE   1,662 0 0
ISHARES TR EUROPE ETF 464287861 10 200 SH   SOLE   200 0 0
ISHARES TR S&P SML 600 GWT 464287887 53 420 SH   SOLE   420 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 821 7,847 SH   SOLE   7,847 0 0
ISHARES TR MSCI AC ASIA ETF 464288182 30 400 SH   SOLE   400 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 110 5,105 SH   SOLE   5,105 0 0
ISHARES TR NATIONAL MUN ETF 464288414 1,146 10,454 SH   SOLE   10,454 0 0
ISHARES TR ASIA 50 ETF 464288430 1,280 18,651 SH   SOLE   18,651 0 0
ISHARES TR INTL SEL DIV ETF 464288448 4 130 SH   SOLE   130 0 0
ISHARES TR INTL DEV RE ETF 464288489 2 63 SH   SOLE   63 0 0
ISHARES TR IBOXX HI YD ETF 464288513 847 10,289 SH   SOLE   10,289 0 0
ISHARES TR CRE U S REIT ETF 464288521 45 700 SH   SOLE   700 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 18 320 SH   SOLE   320 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 6,458 124,868 SH   SOLE   124,868 0 0
ISHARES TR PFD AND INCM SEC 464288687 52 1,430 SH   SOLE   1,430 0 0
ISHARES TR U.S. MED DVC ETF 464288810 2,217 36,365 SH   SOLE   36,365 0 0
ISHARES TR ESG SCRND S&P SM 46436E544 72 1,893 SH   SOLE   1,893 0 0
ISHARES TR ESG SCRD S&P MID 46436E551 54 1,485 SH   SOLE   1,485 0 0
ISHARES TR ESG SCRND S&P500 46436E569 300 8,718 SH   SOLE   8,718 0 0
JOHNSON & JOHNSON COM 478160104 2,280 12,863 SH   SOLE   12,863 0 0
JPMORGAN CHASE & CO COM 46625H100 3,047 22,353 SH   SOLE   22,353 0 0
KINDER MORGAN INC DEL COM 49456B101 282 14,917 SH   SOLE   14,917 0 0
LILLY ELI & CO COM 532457108 669 2,337 SH   SOLE   2,337 0 0
LOWES COS INC COM 548661107 5,607 27,730 SH   SOLE   27,730 0 0
MCDONALDS CORP COM 580135101 1,764 7,134 SH   SOLE   7,134 0 0
MICROSOFT CORP COM 594918104 307 995 SH   SOLE   995 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 203 2,642 SH   SOLE   2,642 0 0
NEWMONT CORP COM 651639106 327 4,120 SH   SOLE   4,120 0 0
NEXTERA ENERGY INC COM 65339F101 743 8,771 SH   SOLE   8,771 0 0
NORFOLK SOUTHN CORP COM 655844108 324 1,137 SH   SOLE   1,137 0 0
NOVARTIS AG SPONSORED ADR 66987V109 785 8,951 SH   SOLE   8,951 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 254 8,137 SH   SOLE   8,137 0 0
PFIZER INC COM 717081103 274 5,293 SH   SOLE   5,293 0 0
PHILLIPS 66 COM 718546104 1,333 15,425 SH   SOLE   15,425 0 0
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 520 5,408 SH   SOLE   5,408 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3,675 36,692 SH   SOLE   36,692 0 0
PIMCO INCOME STRATEGY FD COM 72201H108 2,165 212,282 SH   SOLE   212,282 0 0
PROCTER AND GAMBLE CO COM 742718109 1,812 11,860 SH   SOLE   11,860 0 0
PROGRESSIVE CORP COM 743315103 646 5,666 SH   SOLE   5,666 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 260 13,012 SH   SOLE   13,012 0 0
REAVES UTIL INCOME FD COM SH BEN INT 756158101 665 19,246 SH   SOLE   19,246 0 0
ROYAL BK CDA COM 780087102 680 6,169 SH   SOLE   6,169 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 162 3,028 SH   SOLE   3,028 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 365 6,780 SH   SOLE   6,780 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 82 1,090 SH   SOLE   1,090 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 51 708 SH   SOLE   708 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1,810 23,857 SH   SOLE   23,857 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4,863 102,676 SH   SOLE   102,676 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,383 49,804 SH   SOLE   49,804 0 0
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 0 10 SH   SOLE   10 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3,701 46,915 SH   SOLE   46,915 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3,079 83,854 SH   SOLE   83,854 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5 100 SH   SOLE   100 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847 358 14,377 SH   SOLE   14,377 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 28 312 SH   SOLE   312 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 32 230 SH   SOLE   230 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 40 525 SH   SOLE   525 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 40 217 SH   SOLE   217 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 7 98 SH   SOLE   98 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 26 666 SH   SOLE   666 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 29 285 SH   SOLE   285 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,113 13,297 SH   SOLE   13,297 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4 92 SH   SOLE   92 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 41 555 SH   SOLE   555 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 1,897 214,821 SH   SOLE   214,821 0 0
SOUTHERN CO COM 842587107 3,218 44,380 SH   SOLE   44,380 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 567 1,255 SH   SOLE   1,255 0 0
SPDR SER TR S&P 600 SMCP VAL 78464A300 2 20 SH   SOLE   20 0 0
SPDR SER TR BLOOMBERG CONV 78464A359 29 375 SH   SOLE   375 0 0
SPDR SER TR S&P METALS MNG 78464A755 11 175 SH   SOLE   175 0 0
SPDR SER TR S&P DIVID ETF 78464A763 96 753 SH   SOLE   753 0 0
SPDR SER TR PORTFOLIO S&P400 78464A847 73 1,540 SH   SOLE   1,540 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622 236 2,303 SH   SOLE   2,303 0 0
SPDR SER TR PRTFLO S&P500 HI 78468R788 85 1,930 SH   SOLE   1,930 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 2 20 SH   SOLE   20 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853 69 1,633 SH   SOLE   1,633 0 0
SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 1,657 41,391 SH   SOLE   41,391 0 0
STRYKER CORPORATION COM 863667101 784 2,931 SH   SOLE   2,931 0 0
SYSCO CORP COM 871829107 389 4,770 SH   SOLE   4,770 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 511 4,900 SH   SOLE   4,900 0 0
TE CONNECTIVITY LTD SHS H84989104 327 2,500 SH   SOLE   2,500 0 0
TOYOTA MOTOR CORP ADS 892331307 844 4,682 SH   SOLE   4,682 0 0
VALERO ENERGY CORP COM 91913Y100 224 2,210 SH   SOLE   2,210 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 5,279 19,150 SH   SOLE   19,150 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 409 985 SH   SOLE   985 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 74 495 SH   SOLE   495 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 125 1,155 SH   SOLE   1,155 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 8 46 SH   SOLE   46 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 24 100 SH   SOLE   100 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 71 335 SH   SOLE   335 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7,925 70,599 SH   SOLE   70,599 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 141 555 SH   SOLE   555 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 198 475 SH   SOLE   475 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 4 22 SH   SOLE   22 0 0
VANGUARD WORLD FDS COMM SRVC ETF 92204A884 22 185 SH   SOLE   185 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,765 54,284 SH   SOLE   54,284 0 0
VISA INC COM CL A 92826C839 4,651 20,973 SH   SOLE   20,973 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 888 53,410 SH   SOLE   53,410 0 0
WALMART INC COM 931142103 778 5,226 SH   SOLE   5,226 0 0
WELLTOWER INC COM 95040Q104 491 5,105 SH   SOLE   5,105 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 479 12,637 SH   SOLE   12,637 0 0
WISDOMTREE TR US HIGH DIVIDEND 97717W208 19 215 SH   SOLE   215 0 0
WISDOMTREE TR EMG MKTS SMCAP 97717W281 2,798 52,501 SH   SOLE   52,501 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 34 951 SH   SOLE   951 0 0
YUM BRANDS INC COM 988498101 203 1,710 SH   SOLE   1,710 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 274 2,140 SH   SOLE   2,140 0 0