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
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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
ABBVIE INC COM 00287Y109   1,672,738 12,415 SH   SOLE   0 0 12,415
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   343,185 1,112 SH   SOLE   0 0 1,112
AFLAC INC COM 001055102   235,226 3,370 SH   SOLE   0 0 3,370
AIR PRODS & CHEMS INC COM 009158106   218,956 731 SH   SOLE   0 0 731
ALPHABET INC CAP STK CL A 02079K305   473,174 3,953 SH   SOLE   0 0 3,953
ALPHABET INC CAP STK CL C 02079K107   392,790 3,247 SH   SOLE   0 0 3,247
AMAZON COM INC COM 023135106   735,491 5,642 SH   SOLE   0 0 5,642
AMERISOURCEBERGEN CORP COM 03073E105   253,815 1,319 SH   SOLE   0 0 1,319
AMGEN INC COM 031162100   329,347 1,483 SH   SOLE   0 0 1,483
APPLE INC COM 037833100   6,574,277 33,893 SH   SOLE   0 0 33,893
APPLIED MATLS INC COM 038222105   240,692 1,665 SH   SOLE   0 0 1,665
ARCH CAP GROUP LTD ORD G0450A105   467,513 6,246 SH   SOLE   0 0 6,246
ARCHER DANIELS MIDLAND CO COM 039483102   2,138,598 28,303 SH   SOLE   0 0 28,303
ARES CAPITAL CORP COM 04010L103   678,435 36,106 SH   SOLE   0 0 36,106
AUTOMATIC DATA PROCESSING IN COM 053015103   210,478 958 SH   SOLE   0 0 958
AUTOZONE INC COM 053332102   361,537 145 SH   SOLE   0 0 145
BADGER METER INC COM 056525108   2,208,235 14,965 SH   SOLE   0 0 14,965
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   271,436 796 SH   SOLE   0 0 796
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,035,620 2 SH   SOLE   0 0 2
BLACKSTONE MTG TR INC COM CL A 09257W100   848,418 40,770 SH   SOLE   0 0 40,770
BORGWARNER INC COM 099724106   222,736 4,554 SH   SOLE   0 0 4,554
BROADCOM INC COM 11135F101   1,991,846 2,296 SH   SOLE   0 0 2,296
BUILDERS FIRSTSOURCE INC COM 12008R107   3,876,768 28,506 SH   SOLE   0 0 28,506
CARDINAL HEALTH INC COM 14149Y108   425,849 4,503 SH   SOLE   0 0 4,503
CATERPILLAR INC COM 149123101   3,862,195 15,697 SH   SOLE   0 0 15,697
CHEVRON CORP NEW COM 166764100   4,130,331 26,249 SH   SOLE   0 0 26,249
CION INVT CORP COM 17259U204   126,927 12,228 SH   SOLE   0 0 12,228
CISCO SYS INC COM 17275R102   1,493,630 28,868 SH   SOLE   0 0 28,868
CLEAN HARBORS INC COM 184496107   1,553,206 9,446 SH   SOLE   0 0 9,446
COCA COLA CO COM 191216100   1,447,800 24,042 SH   SOLE   0 0 24,042
COCA COLA CONS INC COM 191098102   2,549,964 4,009 SH   SOLE   0 0 4,009
COMMERCIAL METALS CO COM 201723103   2,002,661 38,030 SH   SOLE   0 0 38,030
COSTCO WHSL CORP NEW COM 22160K105   261,805 486 SH   SOLE   0 0 486
CROWN CASTLE INC COM 22822V101   400,180 3,512 SH   SOLE   0 0 3,512
D R HORTON INC COM 23331A109   2,271,975 18,670 SH   SOLE   0 0 18,670
DARDEN RESTAURANTS INC COM 237194105   293,058 1,754 SH   SOLE   0 0 1,754
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   298,976 11,012 SH   SOLE   0 0 11,012
DONALDSON INC COM 257651109   2,091,277 33,455 SH   SOLE   0 0 33,455
DOVER CORP COM 260003108   2,678,572 18,141 SH   SOLE   0 0 18,141
DOW INC COM 260557103   473,130 8,883 SH   SOLE   0 0 8,883
EATON CORP PLC SHS G29183103   474,555 2,360 SH   SOLE   0 0 2,360
ELEVANCE HEALTH INC COM 036752103   390,531 879 SH   SOLE   0 0 879
EMCOR GROUP INC COM 29084Q100   2,251,729 12,186 SH   SOLE   0 0 12,186
EMERSON ELEC CO COM 291011104   207,219 2,293 SH   SOLE   0 0 2,293
EOG RES INC COM 26875P101   1,844,693 16,119 SH   SOLE   0 0 16,119
EXPEDITORS INTL WASH INC COM 302130109   2,175,726 17,962 SH   SOLE   0 0 17,962
EXXON MOBIL CORP COM 30231G102   3,813,698 35,559 SH   SOLE   0 0 35,559
FAIR ISAAC CORP COM 303250104   242,763 300 SH   SOLE   0 0 300
FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101   494,416 8,955 SH   SOLE   0 0 8,955
FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 33734X119   465,142 7,424 SH   SOLE   0 0 7,424
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150   509,280 8,475 SH   SOLE   0 0 8,475
FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 33734X168   470,520 7,330 SH   SOLE   0 0 7,330
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408   2,807,575 47,258 SH   SOLE   0 0 47,258
GARTNER INC COM 366651107   373,080 1,065 SH   SOLE   0 0 1,065
GENERAL DYNAMICS CORP COM 369550108   2,227,763 10,354 SH   SOLE   0 0 10,354
GENERAL MLS INC COM 370334104   267,530 3,488 SH   SOLE   0 0 3,488
GENUINE PARTS CO COM 372460105   3,668,244 21,676 SH   SOLE   0 0 21,676
GILEAD SCIENCES INC COM 375558103   793,282 10,293 SH   SOLE   0 0 10,293
GOLDMAN SACHS BDC INC SHS 38147U107   417,904 30,152 SH   SOLE   0 0 30,152
GRAINGER W W INC COM 384802104   4,051,784 5,138 SH   SOLE   0 0 5,138
HCA HEALTHCARE INC COM 40412C101   220,326 726 SH   SOLE   0 0 726
HENRY JACK & ASSOC INC COM 426281101   465,145 2,780 SH   SOLE   0 0 2,780
HERSHEY CO COM 427866108   455,275 1,823 SH   SOLE   0 0 1,823
HOME DEPOT INC COM 437076102   1,709,707 5,504 SH   SOLE   0 0 5,504
HONEYWELL INTL INC COM 438516106   655,700 3,160 SH   SOLE   0 0 3,160
HUBBELL INC COM 443510607   319,955 965 SH   SOLE   0 0 965
ILLINOIS TOOL WKS INC COM 452308109   535,146 2,139 SH   SOLE   0 0 2,139
INOTIV INC COM 45783Q100   156,871 32,887 SH   SOLE   0 0 32,887
INTERPUBLIC GROUP COS INC COM 460690100   238,656 6,186 SH   SOLE   0 0 6,186
INVESCO EXCH TRADED FD TR II DWA DEV MKTS 46138E875   895,775 29,408 SH   SOLE   0 0 29,408
INVESCO EXCH TRADED FD TR II DWA EMERG MKTS 46138E867   288,027 15,183 SH   SOLE   0 0 15,183
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   2,104,086 7,155 SH   SOLE   0 0 7,155
INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373   1,238,553 7,398 SH   SOLE   0 0 7,398
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,325,899 15,543 SH   SOLE   0 0 15,543
INVESCO QQQ TR UNIT SER 1 46090E103   4,681,992 12,674 SH   SOLE   0 0 12,674
IRON MTN INC DEL COM 46284V101   670,990 11,809 SH   SOLE   0 0 11,809
ISHARES TR RUS 1000 VAL ETF 464287598   251,581 1,594 SH   SOLE   0 0 1,594
ISHARES TR RUS 1000 GRW ETF 464287614   279,033 1,014 SH   SOLE   0 0 1,014
ISHARES TR CORE S&P US VLU 464287663   9,100,153 116,281 SH   SOLE   0 0 116,281
ISHARES TR CORE S&P US GWT 464287671   18,293,064 187,352 SH   SOLE   0 0 187,352
ISHARES TR JPMORGAN USD EMG 464288281   989,155 11,430 SH   SOLE   0 0 11,430
ISHARES TR MSCI USA MMENTM 46432F396   355,221 2,463 SH   SOLE   0 0 2,463
ISHARES TR PFD AND INCM SEC 464288687   1,510,529 48,837 SH   SOLE   0 0 48,837
ISHARES TR CORE S&P TTL STK 464287150   8,781,159 89,750 SH   SOLE   0 0 89,750
ISHARES TR BROAD USD HIGH 46435U853   3,805,892 107,816 SH   SOLE   0 0 107,816
ISHARES TR ESG SCRND S&P500 46436E569   245,973 7,274 SH   SOLE   0 0 7,274
ISHARES TR CORE MSCI EAFE 46432F842   13,334,630 197,550 SH   SOLE   0 0 197,550
JOHNSON & JOHNSON COM 478160104   386,035 2,332 SH   SOLE   0 0 2,332
JPMORGAN CHASE & CO COM 46625H100   563,435 3,874 SH   SOLE   0 0 3,874
KIMBERLY-CLARK CORP COM 494368103   200,740 1,454 SH   SOLE   0 0 1,454
KLA CORP COM NEW 482480100   211,469 436 SH   SOLE   0 0 436
LILLY ELI & CO COM 532457108   1,303,062 2,779 SH   SOLE   0 0 2,779
LINCOLN ELEC HLDGS INC COM 533900106   2,532,302 12,749 SH   SOLE   0 0 12,749
LOCKHEED MARTIN CORP COM 539830109   2,962,129 6,434 SH   SOLE   0 0 6,434
LOUISIANA PAC CORP COM 546347105   2,367,353 31,573 SH   SOLE   0 0 31,573
LOWES COS INC COM 548661107   462,755 2,050 SH   SOLE   0 0 2,050
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   368,330 4,011 SH   SOLE   0 0 4,011
MARATHON PETE CORP COM 56585A102   1,835,850 15,745 SH   SOLE   0 0 15,745
MASTERCARD INCORPORATED CL A 57636Q104   730,810 1,858 SH   SOLE   0 0 1,858
MCDONALDS CORP COM 580135101   1,739,137 5,828 SH   SOLE   0 0 5,828
MCKESSON CORP COM 58155Q103   714,464 1,672 SH   SOLE   0 0 1,672
MERCK & CO INC COM 58933Y105   1,513,602 13,117 SH   SOLE   0 0 13,117
MICROCHIP TECHNOLOGY INC. COM 595017104   2,562,534 28,603 SH   SOLE   0 0 28,603
MICROSOFT CORP COM 594918104   10,252,536 30,107 SH   SOLE   0 0 30,107
MURPHY OIL CORP COM 626717102   1,731,955 45,221 SH   SOLE   0 0 45,221
MURPHY USA INC COM 626755102   3,513,818 11,294 SH   SOLE   0 0 11,294
NIKE INC CL B 654106103   204,428 1,852 SH   SOLE   0 0 1,852
NUCOR CORP COM 670346105   5,058,017 30,845 SH   SOLE   0 0 30,845
NVIDIA CORPORATION COM 67066G104   694,043 1,641 SH   SOLE   0 0 1,641
OLIN CORP COM PAR $1 680665205   1,561,367 30,383 SH   SOLE   0 0 30,383
OMNICOM GROUP INC COM 681919106   468,614 4,925 SH   SOLE   0 0 4,925
ON SEMICONDUCTOR CORP COM 682189105   1,795,034 18,979 SH   SOLE   0 0 18,979
ORACLE CORP COM 68389X105   1,071,720 8,999 SH   SOLE   0 0 8,999
OREILLY AUTOMOTIVE INC COM 67103H107   594,197 622 SH   SOLE   0 0 622
PARKER-HANNIFIN CORP COM 701094104   200,091 513 SH   SOLE   0 0 513
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,647,584 15,889 SH   SOLE   0 0 15,889
PEPSICO INC COM 713448108   3,869,069 20,889 SH   SOLE   0 0 20,889
PFIZER INC COM 717081103   704,450 19,205 SH   SOLE   0 0 19,205
PROCTER AND GAMBLE CO COM 742718109   3,009,689 19,835 SH   SOLE   0 0 19,835
PROGRESSIVE CORP COM 743315103   427,290 3,228 SH   SOLE   0 0 3,228
PULTE GROUP INC COM 745867101   3,261,910 41,992 SH   SOLE   0 0 41,992
QUALCOMM INC COM 747525103   244,078 2,050 SH   SOLE   0 0 2,050
QUANTA SVCS INC COM 74762E102   1,231,406 6,268 SH   SOLE   0 0 6,268
RADIANT LOGISTICS INC COM 75025X100   514,080 76,500 SH   SOLE   0 0 76,500
REALTY INCOME CORP COM 756109104   600,400 10,042 SH   SOLE   0 0 10,042
RELIANCE STEEL & ALUMINUM CO COM 759509102   2,798,463 10,304 SH   SOLE   0 0 10,304
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,357,519 16,724 SH   SOLE   0 0 16,724
SERVICE CORP INTL COM 817565104   855,079 13,239 SH   SOLE   0 0 13,239
SIMON PPTY GROUP INC NEW COM 828806109   312,855 2,709 SH   SOLE   0 0 2,709
SIXTH STREET SPECIALTY LENDI COM 83012A109   546,168 29,222 SH   SOLE   0 0 29,222
SMITH A O CORP COM 831865209   2,912,352 40,016 SH   SOLE   0 0 40,016
SPDR S&P 500 ETF TR TR UNIT 78462F103   18,303,436 41,291 SH   SOLE   0 0 41,291
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   27,507,063 299,576 SH   SOLE   0 0 299,576
STARBUCKS CORP COM 855244109   474,002 4,785 SH   SOLE   0 0 4,785
STEEL DYNAMICS INC COM 858119100   2,835,521 26,031 SH   SOLE   0 0 26,031
SUPER MICRO COMPUTER INC COM 86800U104   2,047,340 8,214 SH   SOLE   0 0 8,214
SYNOPSYS INC COM 871607107   761,097 1,748 SH   SOLE   0 0 1,748
TESLA INC COM 88160R101   240,567 919 SH   SOLE   0 0 919
TEXAS INSTRS INC COM 882508104   614,660 3,414 SH   SOLE   0 0 3,414
THE CIGNA GROUP COM 125523100   359,449 1,281 SH   SOLE   0 0 1,281
THERMO FISHER SCIENTIFIC INC COM 883556102   421,459 808 SH   SOLE   0 0 808
TJX COS INC NEW COM 872540109   533,105 6,287 SH   SOLE   0 0 6,287
TOPBUILD CORP COM 89055F103   2,742,485 10,309 SH   SOLE   0 0 10,309
TRAVELERS COMPANIES INC COM 89417E109   272,712 1,570 SH   SOLE   0 0 1,570
TRUIST FINL CORP COM 89832Q109   716,867 23,620 SH   SOLE   0 0 23,620
UNITED PARCEL SERVICE INC CL B 911312106   3,576,235 19,951 SH   SOLE   0 0 19,951
UNITEDHEALTH GROUP INC COM 91324P102   1,143,283 2,379 SH   SOLE   0 0 2,379
VALERO ENERGY CORP COM 91913Y100   304,980 2,600 SH   SOLE   0 0 2,600
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,675,009 7,604 SH   SOLE   0 0 7,604
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   526,234 5,426 SH   SOLE   0 0 5,426
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   969,640 12,269 SH   SOLE   0 0 12,269
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   3,593,604 62,248 SH   SOLE   0 0 62,248
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   4,717,983 102,165 SH   SOLE   0 0 102,165
VISA INC COM CL A 92826C839   1,356,859 5,714 SH   SOLE   0 0 5,714
WALMART INC COM 931142103   3,510,177 22,332 SH   SOLE   0 0 22,332
WASTE MGMT INC DEL COM 94106L109   3,644,801 21,017 SH   SOLE   0 0 21,017
WATSCO INC COM 942622200   2,721,026 7,133 SH   SOLE   0 0 7,133
WELLS FARGO CO NEW COM 949746101   474,474 11,117 SH   SOLE   0 0 11,117
WP CAREY INC COM 92936U109   444,617 6,581 SH   SOLE   0 0 6,581
YUM BRANDS INC COM 988498101   283,612 2,047 SH   SOLE   0 0 2,047