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
ADOBE INC COM 00724F101   235,657 395 SH   SOLE   395 0 0
AIR PRODS & CHEMS INC COM 009158106   331,298 1,210 SH   SOLE   1,210 0 0
ALPHABET INC CAP STK CL A 02079K305   1,221,030 8,741 SH   SOLE   8,741 0 0
ALPHABET INC CAP STK CL C 02079K107   256,493 1,820 SH   SOLE   1,820 0 0
AMAZON COM INC COM 023135106   369,566 2,432 SH   SOLE   2,432 0 0
AMGEN INC COM 031162100   429,438 1,491 SH   SOLE   1,491 0 0
APPLE INC COM 037833100   4,456,028 23,145 SH   SOLE   23,145 0 0
BARINGS BDC INC COM 06759L103   340,094 39,638 SH   SOLE   39,638 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   715,817 2,007 SH   SOLE   2,007 0 0
BLACKROCK INC COM 09247X101   436,748 538 SH   SOLE   538 0 0
BOOKING HOLDINGS INC COM 09857L108   393,741 111 SH   SOLE   111 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   339,570 6,618 SH   SOLE   6,618 0 0
CATERPILLAR INC COM 149123101   221,753 750 SH   SOLE   750 0 0
CENCORA INC COM 03073E105   281,781 1,372 SH   SOLE   1,372 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   224,282 10,983 SH   SOLE   10,983 0 0
CLOROX CO DEL COM 189054109   1,703,951 11,950 SH   SOLE   11,950 0 0
COCA COLA CO COM 191216100   485,250 8,234 SH   SOLE   8,234 0 0
COMCAST CORP NEW CL A 20030N101   397,193 9,058 SH   SOLE   9,058 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   447,257 4,609 SH   SOLE   4,609 0 0
EDISON INTL COM 281020107   287,604 4,023 SH   SOLE   4,023 0 0
ENBRIDGE INC COM 29250N105   810,259 22,495 SH   SOLE   22,495 0 0
EXXON MOBIL CORP COM 30231G102   311,938 3,120 SH   SOLE   3,120 0 0
GENERAL MLS INC COM 370334104   247,858 3,805 SH   SOLE   3,805 0 0
GENUINE PARTS CO COM 372460105   293,343 2,118 SH   SOLE   2,118 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483   2,088,048 120,418 SH   SOLE   120,418 0 0
INTEL CORP COM 458140100   229,492 4,567 SH   SOLE   4,567 0 0
ISHARES TR 3 7 YR TREAS BD 464288661   1,928,439 16,464 SH   SOLE   16,464 0 0
ISHARES TR BROAD USD HIGH 46435U853   52,736,549 1,450,799 SH   SOLE   1,450,799 0 0
ISHARES TR CORE DIV GRWTH 46434V621   589,706 10,957 SH   SOLE   10,957 0 0
ISHARES TR CORE S&P MCP ETF 464287507   1,528,759 5,516 SH   SOLE   5,516 0 0
ISHARES TR CORE S&P SCP ETF 464287804   1,144,524 10,573 SH   SOLE   10,573 0 0
ISHARES TR CORE S&P US GWT 464287671   19,136,501 183,828 SH   SOLE   183,828 0 0
ISHARES TR CORE S&P US VLU 464287663   19,401,350 230,065 SH   SOLE   230,065 0 0
ISHARES TR CORE US AGGBD ET 464287226   11,686,174 117,745 SH   SOLE   117,745 0 0
ISHARES TR ESG AWARE MSCI 46435U663   378,181 9,950 SH   SOLE   9,950 0 0
ISHARES TR ESG AWRE USD ETF 46435G193   239,254 10,282 SH   SOLE   10,282 0 0
ISHARES TR IBONDS 24 TRM TS 46436E874   440,074 18,444 SH   SOLE   18,444 0 0
ISHARES TR IBOXX HI YD ETF 464288513   1,219,108 15,753 SH   SOLE   15,753 0 0
ISHARES TR IBOXX INV CP ETF 464287242   4,282,125 38,696 SH   SOLE   38,696 0 0
ISHARES TR NATIONAL MUN ETF 464288414   421,823 3,891 SH   SOLE   3,891 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   1,205,139 3,975 SH   SOLE   3,975 0 0
ISHARES TR RUS MD CP GR ETF 464287481   1,252,845 11,994 SH   SOLE   11,994 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   1,283,068 11,033 SH   SOLE   11,033 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   512,032 6,818 SH   SOLE   6,818 0 0
ISHARES TR S&P 500 VAL ETF 464287408   2,779,979 15,987 SH   SOLE   15,987 0 0
ISHARES TR S&P MC 400GR ETF 464287606   1,521,420 19,205 SH   SOLE   19,205 0 0
ISHARES TR S&P MC 400VL ETF 464287705   678,310 5,948 SH   SOLE   5,948 0 0
ISHARES TR S&P SML 600 GWT 464287887   1,029,332 8,225 SH   SOLE   8,225 0 0
ISHARES TR SHORT TREAS BD 464288679   211,229 1,918 SH   SOLE   1,918 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   471,785 4,475 SH   SOLE   4,475 0 0
ISHARES TR SP SMCP600VL ETF 464287879   1,018,999 9,886 SH   SOLE   9,886 0 0
ISHARES TR US TREAS BD ETF 46429B267   47,142,962 2,046,136 SH   SOLE   2,046,136 0 0
JPMORGAN CHASE & CO COM 46625H100   820,367 4,823 SH   SOLE   4,823 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   324,685 3,055 SH   SOLE   3,055 0 0
LOCKHEED MARTIN CORP COM 539830109   306,843 677 SH   SOLE   677 0 0
MASTERCARD INCORPORATED CL A 57636Q104   539,109 1,264 SH   SOLE   1,264 0 0
MEDTRONIC PLC SHS G5960L103   289,873 3,519 SH   SOLE   3,519 0 0
META PLATFORMS INC CL A 30303M102   626,155 1,769 SH   SOLE   1,769 0 0
MICROSOFT CORP COM 594918104   2,304,527 6,128 SH   SOLE   6,128 0 0
NUSHARES ETF TR ESG HI TLD CRP 67092P854   463,429 22,026 SH   SOLE   22,026 0 0
NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409   227,953 5,385 SH   SOLE   5,385 0 0
OMNICOM GROUP INC COM 681919106   294,567 3,405 SH   SOLE   3,405 0 0
PENTAIR PLC SHS G7S00T104   221,920 3,052 SH   SOLE   3,052 0 0
PEPSICO INC COM 713448108   438,357 2,581 SH   SOLE   2,581 0 0
PFIZER INC COM 717081103   261,900 9,097 SH   SOLE   9,097 0 0
PHILIP MORRIS INTL INC COM 718172109   311,028 3,306 SH   SOLE   3,306 0 0
PROCTER AND GAMBLE CO COM 742718109   350,734 2,393 SH   SOLE   2,393 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   274,180 5,659 SH   SOLE   5,659 0 0
SPDR SER TR NUVEEN BLMBRG SH 78468R739   480,481 10,054 SH   SOLE   10,054 0 0
SPDR SER TR NUVEEN BLOOMBERG 78464A284   860,655 34,018 SH   SOLE   34,018 0 0
SPDR SER TR PORTFOLIO INTRMD 78464A375   34,908,148 1,063,300 SH   SOLE   1,063,300 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409   66,280,924 1,018,766 SH   SOLE   1,018,766 0 0
SPDR SER TR PRTFLO S&P500 VL 78464A508   71,973,796 1,543,508 SH   SOLE   1,543,508 0 0
SPDR SER TR S&P 600 SMCP GRW 78464A201   18,194,581 217,561 SH   SOLE   217,561 0 0
SPDR SER TR S&P 600 SMCP VAL 78464A300   19,620,187 235,508 SH   SOLE   235,508 0 0
UNITED PARCEL SERVICE INC CL B 911312106   485,998 3,091 SH   SOLE   3,091 0 0
UNITEDHEALTH GROUP INC COM 91324P102   232,700 442 SH   SOLE   442 0 0
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409   587,962 11,388 SH   SOLE   11,388 0 0
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794   492,055 4,573 SH   SOLE   4,573 0 0
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778   282,050 3,187 SH   SOLE   3,187 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   23,588,727 107,431 SH   SOLE   107,431 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   23,987,092 165,417 SH   SOLE   165,417 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   271,193 1,814 SH   SOLE   1,814 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   407,073 7,974 SH   SOLE   7,974 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   339,451 9,004 SH   SOLE   9,004 0 0
VISA INC COM CL A 92826C839   363,709 1,397 SH   SOLE   1,397 0 0
WELLS FARGO CO NEW COM 949746101   331,398 6,733 SH   SOLE   6,733 0 0