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
ABRDN ETFS BBRG ALL COMD K1 003261104 341 12,693 SH   SOLE 0 0 0 12,693
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,089 3,963 SH   SOLE 0 0 0 3,963
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,288 3,353 SH   SOLE 0 0 0 3,353
ALPHABET INC CAP STK CL A 02079K305 2,154 931 SH   SOLE 0 0 0 931
ALTRIA GROUP INC COM 02209S103 445 10,600 SH   SOLE 0 0 0 10,600
AMAZON COM INC COM 023135106 1,049 9,387 SH   SOLE 0 0 0 9,387
AMERICAN ELEC PWR CO INC COM 025537101 1,071 11,269 SH   SOLE 0 0 0 11,269
AMERICAN EXPRESS CO COM 025816109 272 1,932 SH   SOLE 0 0 0 1,932
AMERICAN WTR WKS CO INC NEW COM 030420103 663 4,415 SH   SOLE 0 0 0 4,415
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 752 13,719 SH   SOLE 0 0 0 13,719
AON PLC SHS CL A G0403H108 714 2,605 SH   SOLE 0 0 0 2,605
APPLE INC COM 037833100 5,233 36,123 SH   SOLE 0 0 0 36,123
APPLIED MATLS INC COM 038222105 616 6,954 SH   SOLE 0 0 0 6,954
ARES CAPITAL CORP COM 04010L103 744 39,529 SH   SOLE 0 0 0 39,529
ASML HOLDING N V N Y REGISTRY SHS N07059210 675 1,538 SH   SOLE 0 0 0 1,538
AT&T INC COM 00206R102 661 31,991 SH   SOLE 0 0 0 31,991
AVANGRID INC COM 05351W103 580 12,689 SH   SOLE 0 0 0 12,689
BCE INC COM NEW 05534B760 690 14,149 SH   SOLE 0 0 0 14,149
BECTON DICKINSON & CO COM 075887109 443 1,817 SH   SOLE 0 0 0 1,817
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,193 4,285 SH   SOLE 0 0 0 4,285
BK OF AMERICA CORP COM 060505104 451 14,322 SH   SOLE 0 0 0 14,322
BLACKSTONE INC COM 09260D107 1,368 14,371 SH   SOLE 0 0 0 14,371
CHARLES RIV LABS INTL INC COM 159864107 656 2,920 SH   SOLE 0 0 0 2,920
CHEVRON CORP NEW COM 166764100 925 6,538 SH   SOLE 0 0 0 6,538
CINCINNATI FINL CORP COM 172062101 846 7,180 SH   SOLE 0 0 0 7,180
CINTAS CORP COM 172908105 1,284 3,373 SH   SOLE 0 0 0 3,373
CISCO SYS INC COM 17275R102 653 15,095 SH   SOLE 0 0 0 15,095
CITIZENS FINL GROUP INC COM 174610105 624 17,228 SH   SOLE 0 0 0 17,228
CME GROUP INC COM 12572Q105 1,037 4,977 SH   SOLE 0 0 0 4,977
COCA COLA CO COM 191216100 1,195 18,979 SH   SOLE 0 0 0 18,979
COMCAST CORP NEW CL A 20030N101 710 18,130 SH   SOLE 0 0 0 18,130
CONOCOPHILLIPS COM 20825C104 310 3,618 SH   SOLE 0 0 0 3,618
COSTCO WHSL CORP NEW COM 22160K105 1,526 3,058 SH   SOLE 0 0 0 3,058
COTERRA ENERGY INC COM 127097103 338 12,810 SH   SOLE 0 0 0 12,810
CROWN CASTLE INTL CORP NEW COM 22822V101 758 4,401 SH   SOLE 0 0 0 4,401
DANAHER CORPORATION COM 235851102 782 2,948 SH   SOLE 0 0 0 2,948
DBX ETF TR XTRACK USD HIGH 233051432 1,835 53,753 SH   SOLE 0 0 0 53,753
DISNEY WALT CO COM 254687106 673 7,182 SH   SOLE 0 0 0 7,182
DOMINION ENERGY INC COM 25746U109 725 9,093 SH   SOLE 0 0 0 9,093
DUKE ENERGY CORP NEW COM NEW 26441C204 868 8,038 SH   SOLE 0 0 0 8,038
EDWARDS LIFESCIENCES CORP COM 28176E108 821 8,473 SH   SOLE 0 0 0 8,473
EMERSON ELEC CO COM 291011104 771 9,612 SH   SOLE 0 0 0 9,612
ENTERGY CORP NEW COM 29364G103 530 4,781 SH   SOLE 0 0 0 4,781
EOG RES INC COM 26875P101 424 4,086 SH   SOLE 0 0 0 4,086
EQUINIX INC COM 29444U700 414 640 SH   SOLE 0 0 0 640
EVERSOURCE ENERGY COM 30040W108 780 9,318 SH   SOLE 0 0 0 9,318
EXPEDIA GROUP INC COM NEW 30212P303 408 4,475 SH   SOLE 0 0 0 4,475
FIFTH THIRD BANCORP COM 316773100 933 27,812 SH   SOLE 0 0 0 27,812
FIRST HORIZON CORPORATION COM 320517105 532 24,365 SH   SOLE 0 0 0 24,365
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 962 21,794 SH   SOLE 0 0 0 21,794
GALLAGHER ARTHUR J & CO COM 363576109 475 2,864 SH   SOLE 0 0 0 2,864
GENERAL MLS INC COM 370334104 840 11,093 SH   SOLE 0 0 0 11,093
GENUINE PARTS CO COM 372460105 478 3,472 SH   SOLE 0 0 0 3,472
GILEAD SCIENCES INC COM 375558103 517 8,254 SH   SOLE 0 0 0 8,254
GLOBAL X FDS US PFD ETF 37954Y657 777 36,096 SH   SOLE 0 0 0 36,096
HANESBRANDS INC COM 410345102 122 11,381 SH   SOLE 0 0 0 11,381
HARTFORD FINL SVCS GROUP INC COM 416515104 983 15,105 SH   SOLE 0 0 0 15,105
HCA HEALTHCARE INC COM 40412C101 957 5,651 SH   SOLE 0 0 0 5,651
HOME DEPOT INC COM 437076102 1,539 5,375 SH   SOLE 0 0 0 5,375
INTEL CORP COM 458140100 294 7,891 SH   SOLE 0 0 0 7,891
INTERNATIONAL BUSINESS MACHS COM 459200101 334 2,372 SH   SOLE 0 0 0 2,372
INTERNATIONAL PAPER CO COM 460146103 675 15,990 SH   SOLE 0 0 0 15,990
INTERPUBLIC GROUP COS INC COM 460690100 441 15,743 SH   SOLE 0 0 0 15,743
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 433 19,261 SH   SOLE 0 0 0 19,261
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 261 4,199 SH   SOLE 0 0 0 4,199
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 343 16,778 SH   SOLE 0 0 0 16,778
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 763 5,617 SH   SOLE 0 0 0 5,617
ISHARES INC ESG AWR MSCI EM 46434G863 287 9,141 SH   SOLE 0 0 0 9,141
ISHARES INC JP MRGN EM HI BD 464286285 1,904 56,930 SH   SOLE 0 0 0 56,930
ISHARES INC CORE MSCI EMKT 46434G103 219 4,584 SH   SOLE 0 0 0 4,584
ISHARES INC MSCI GBL MIN VOL 464286525 701 7,366 SH   SOLE 0 0 0 7,366
ISHARES TR EUROPE ETF 464287861 251 6,042 SH   SOLE 0 0 0 6,042
ISHARES TR MSCI INTL VLU FT 46435G409 276 12,776 SH   SOLE 0 0 0 12,776
ISHARES TR CORE MSCI EAFE 46432F842 1,136 19,666 SH   SOLE 0 0 0 19,666
ISHARES TR RUSSELL 2000 ETF 464287655 3,542 20,586 SH   SOLE 0 0 0 20,586
ISHARES TR CORE S&P500 ETF 464287200 2,297 5,946 SH   SOLE 0 0 0 5,946
ISHARES TR EAFE GRWTH ETF 464288885 737 9,231 SH   SOLE 0 0 0 9,231
ISHARES TR CORE HIGH DV ETF 46429B663 305 3,042 SH   SOLE 0 0 0 3,042
ISHARES TR BROAD USD HIGH 46435U853 11,550 330,003 SH   SOLE 0 0 0 330,003
ISHARES TR EAFE VALUE ETF 464288877 1,044 24,728 SH   SOLE 0 0 0 24,728
ISHARES TR PFD AND INCM SEC 464288687 854 25,717 SH   SOLE 0 0 0 25,717
ISHARES TR S&P 100 ETF 464287101 809 4,593 SH   SOLE 0 0 0 4,593
ISHARES TR US TREAS BD ETF 46429B267 537 22,503 SH   SOLE 0 0 0 22,503
ISHARES TR MSCI EAFE MIN VL 46429B689 200 3,175 SH   SOLE 0 0 0 3,175
ISHARES TR ESG MSCI EM LDRS 46436E601 232 5,068 SH   SOLE 0 0 0 5,068
ISHARES TR IBOXX HI YD ETF 464288513 2,716 36,467 SH   SOLE 0 0 0 36,467
ISHARES TR ESG AWR MSCI USA 46435G425 2,747 32,067 SH   SOLE 0 0 0 32,067
ISHARES TR CORE US AGGBD ET 464287226 218 2,139 SH   SOLE 0 0 0 2,139
ISHARES TR RUS MDCP VAL ETF 464287473 525 5,117 SH   SOLE 0 0 0 5,117
ISHARES TR JPMORGAN USD EMG 464288281 1,117 13,314 SH   SOLE 0 0 0 13,314
ISHARES TR ESG AWR US AGRGT 46435U549 341 6,961 SH   SOLE 0 0 0 6,961
ISHARES TR CORE TOTAL USD 46434V613 469 10,008 SH   SOLE 0 0 0 10,008
ISHARES TR SP SMCP600VL ETF 464287879 213 2,411 SH   SOLE 0 0 0 2,411
ISHARES TR MSCI KLD400 SOC 464288570 1,172 16,002 SH   SOLE 0 0 0 16,002
ISHARES TR SHRT NAT MUN ETF 464288158 498 4,754 SH   SOLE 0 0 0 4,754
ISHARES TR ESG MSCI LEADR 46435U218 777 11,486 SH   SOLE 0 0 0 11,486
ISHARES TR NATIONAL MUN ETF 464288414 3,196 29,914 SH   SOLE 0 0 0 29,914
ISHARES TR 10-20 YR TRS ETF 464288653 313 2,601 SH   SOLE 0 0 0 2,601
ISHARES TR ESG AW MSCI EAFE 46435G516 911 14,782 SH   SOLE 0 0 0 14,782
ISHARES TR MSCI USA MIN VOL 46429B697 924 12,983 SH   SOLE 0 0 0 12,983
JOHNSON & JOHNSON COM 478160104 624 3,501 SH   SOLE 0 0 0 3,501
JPMORGAN CHASE & CO COM 46625H100 1,061 9,398 SH   SOLE 0 0 0 9,398
KEYCORP COM 493267108 734 42,143 SH   SOLE 0 0 0 42,143
LOCKHEED MARTIN CORP COM 539830109 790 1,885 SH   SOLE 0 0 0 1,885
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 303 3,501 SH   SOLE 0 0 0 3,501
MARATHON PETE CORP COM 56585A102 592 7,073 SH   SOLE 0 0 0 7,073
MASTERCARD INCORPORATED CL A 57636Q104 1,658 5,115 SH   SOLE 0 0 0 5,115
MCDONALDS CORP COM 580135101 1,067 4,211 SH   SOLE 0 0 0 4,211
MERCK & CO INC COM 58933Y105 1,027 10,893 SH   SOLE 0 0 0 10,893
META PLATFORMS INC CL A 30303M102 320 1,967 SH   SOLE 0 0 0 1,967
METLIFE INC COM 59156R108 1,059 17,058 SH   SOLE 0 0 0 17,058
MICROSOFT CORP COM 594918104 4,723 17,857 SH   SOLE 0 0 0 17,857
MID-AMER APT CMNTYS INC COM 59522J103 531 3,138 SH   SOLE 0 0 0 3,138
NATIONAL RETAIL PROPERTIES I COM 637417106 650 14,508 SH   SOLE 0 0 0 14,508
NEWELL BRANDS INC COM 651229106 467 24,750 SH   SOLE 0 0 0 24,750
NEXTERA ENERGY INC COM 65339F101 794 9,842 SH   SOLE 0 0 0 9,842
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 452 6,031 SH   SOLE 0 0 0 6,031
NIKE INC CL B 654106103 641 6,103 SH   SOLE 0 0 0 6,103
NORTHROP GRUMMAN CORP COM 666807102 586 1,232 SH   SOLE 0 0 0 1,232
NXP SEMICONDUCTORS N V COM N6596X109 646 4,249 SH   SOLE 0 0 0 4,249
OLD DOMINION FREIGHT LINE IN COM 679580100 617 2,291 SH   SOLE 0 0 0 2,291
PAYCHEX INC COM 704326107 616 5,302 SH   SOLE 0 0 0 5,302
PEPSICO INC COM 713448108 1,281 7,517 SH   SOLE 0 0 0 7,517
PFIZER INC COM 717081103 969 18,316 SH   SOLE 0 0 0 18,316
PHILIP MORRIS INTL INC COM 718172109 567 6,077 SH   SOLE 0 0 0 6,077
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 3,002 87,377 SH   SOLE 0 0 0 87,377
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 338 5,102 SH   SOLE 0 0 0 5,102
PROCTER AND GAMBLE CO COM 742718109 1,000 6,850 SH   SOLE 0 0 0 6,850
PROLOGIS INC. COM 74340W103 744 6,108 SH   SOLE 0 0 0 6,108
QUALCOMM INC COM 747525103 751 5,677 SH   SOLE 0 0 0 5,677
QUANTA SVCS INC COM 74762E102 306 2,330 SH   SOLE 0 0 0 2,330
REALTY INCOME CORP COM 756109104 970 13,938 SH   SOLE 0 0 0 13,938
ROPER TECHNOLOGIES INC COM 776696106 693 1,744 SH   SOLE 0 0 0 1,744
S&P GLOBAL INC COM 78409V104 465 1,322 SH   SOLE 0 0 0 1,322
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 569 9,048 SH   SOLE 0 0 0 9,048
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4,554 100,081 SH   SOLE 0 0 0 100,081
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 580 11,810 SH   SOLE 0 0 0 11,810
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1,202 20,015 SH   SOLE 0 0 0 20,015
SCHWAB STRATEGIC TR US TIPS ETF 808524870 348 6,265 SH   SOLE 0 0 0 6,265
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1,141 28,851 SH   SOLE 0 0 0 28,851
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 526 10,984 SH   SOLE 0 0 0 10,984
SEMPRA COM 816851109 451 3,039 SH   SOLE 0 0 0 3,039
SHERWIN WILLIAMS CO COM 824348106 897 3,706 SH   SOLE 0 0 0 3,706
SONOCO PRODS CO COM 835495102 603 10,428 SH   SOLE 0 0 0 10,428
SPDR SER TR S&P DIVID ETF 78464A763 750 6,290 SH   SOLE 0 0 0 6,290
SPDR SER TR NUVEEN BLMBRG MU 78468R721 1,375 29,655 SH   SOLE 0 0 0 29,655
SPDR SER TR NUVEEN BLOOMBERG 78464A284 691 13,314 SH   SOLE 0 0 0 13,314
SPDR SER TR PORTFOLIO S&P500 78464A854 2,602 57,610 SH   SOLE 0 0 0 57,610
STARBUCKS CORP COM 855244109 992 12,732 SH   SOLE 0 0 0 12,732
T-MOBILE US INC COM 872590104 1,209 8,977 SH   SOLE 0 0 0 8,977
THERMO FISHER SCIENTIFIC INC COM 883556102 1,490 2,671 SH   SOLE 0 0 0 2,671
TJX COS INC NEW COM 872540109 705 12,071 SH   SOLE 0 0 0 12,071
TRANE TECHNOLOGIES PLC SHS G8994E103 662 5,067 SH   SOLE 0 0 0 5,067
TRANSUNION COM 89400J107 677 8,235 SH   SOLE 0 0 0 8,235
UNITEDHEALTH GROUP INC COM 91324P102 2,854 5,521 SH   SOLE 0 0 0 5,521
US BANCORP DEL COM NEW 902973304 365 7,867 SH   SOLE 0 0 0 7,867
VANECK ETF TRUST JP MRGAN EM LOC 92189H300 1,193 50,826 SH   SOLE 0 0 0 50,826
VANECK ETF TRUST EMERGING MRKT HI 92189F353 2,810 164,442 SH   SOLE 0 0 0 164,442
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 2,013 37,370 SH   SOLE 0 0 0 37,370
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 208 2,707 SH   SOLE 0 0 0 2,707
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5,370 71,415 SH   SOLE 0 0 0 71,415
VANGUARD INDEX FDS SML CP GRW ETF 922908595 305 1,507 SH   SOLE 0 0 0 1,507
VANGUARD INDEX FDS VALUE ETF 922908744 2,348 17,742 SH   SOLE 0 0 0 17,742
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 244 692 SH   SOLE 0 0 0 692
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 848 6,500 SH   SOLE 0 0 0 6,500
VANGUARD INDEX FDS SMALL CP ETF 922908751 228 1,275 SH   SOLE 0 0 0 1,275
VANGUARD INDEX FDS GROWTH ETF 922908736 1,736 7,535 SH   SOLE 0 0 0 7,535
VANGUARD INDEX FDS SM CP VAL ETF 922908611 652 4,327 SH   SOLE 0 0 0 4,327
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,329 32,796 SH   SOLE 0 0 0 32,796
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 990 20,021 SH   SOLE 0 0 0 20,021
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1,259 24,979 SH   SOLE 0 0 0 24,979
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,043 12,999 SH   SOLE 0 0 0 12,999
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 3,800 94,811 SH   SOLE 0 0 0 94,811
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,525 14,941 SH   SOLE 0 0 0 14,941
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 203 3,348 SH   SOLE 0 0 0 3,348
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 961 16,843 SH   SOLE 0 0 0 16,843
VERIZON COMMUNICATIONS INC COM 92343V104 901 17,836 SH   SOLE 0 0 0 17,836
VISA INC COM CL A 92826C839 1,996 9,732 SH   SOLE 0 0 0 9,732
WALMART INC COM 931142103 874 6,964 SH   SOLE 0 0 0 6,964
WILLIAMS COS INC COM 969457100 703 22,131 SH   SOLE 0 0 0 22,131
WISDOMTREE TR EM EX ST-OWNED 97717X578 693 24,838 SH   SOLE 0 0 0 24,838
WISDOMTREE TR US TOTAL DIVIDND 97717W109 1,595 27,354 SH   SOLE 0 0 0 27,354
WISDOMTREE TR EMG MKTS SMCAP 97717W281 438 10,111 SH   SOLE 0 0 0 10,111
WISDOMTREE TR EMER MKT HIGH FD 97717W315 421 11,743 SH   SOLE 0 0 0 11,743
WISDOMTREE TR ENHNCD CMMDTY ST 97717Y683 344 15,003 SH   SOLE 0 0 0 15,003
WISDOMTREE TR US MULTIFACTOR 97717Y857 842 22,999 SH   SOLE 0 0 0 22,999
WISDOMTREE TR US LARGECAP FUND 97717W588 1,527 36,816 SH   SOLE 0 0 0 36,816
WISDOMTREE TR YIELD ENHANCD US 97717X511 2,385 53,127 SH   SOLE 0 0 0 53,127
WISDOMTREE TR INTL QULTY DIV 97717X131 354 12,255 SH   SOLE 0 0 0 12,255
WISDOMTREE TR US S CAP QTY DIV 97717X651 407 10,291 SH   SOLE 0 0 0 10,291
WISDOMTREE TR US ESG FUND 97717W596 264 6,348 SH   SOLE 0 0 0 6,348
WISDOMTREE TR FUTRE STRAT FD 97717W125 375 10,601 SH   SOLE 0 0 0 10,601
WISDOMTREE TR INTL ESG FUND 97717Y709 204 8,325 SH   SOLE 0 0 0 8,325
WISDOMTREE TR US MIDCAP DIVID 97717W505 604 15,361 SH   SOLE 0 0 0 15,361
WISDOMTREE TR INTL EQUITY FD 97717W703 889 20,087 SH   SOLE 0 0 0 20,087
ZOETIS INC CL A 98978V103 779 4,401 SH   SOLE 0 0 0 4,401