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
LOCKHEED MARTIN CORP COM 539830109   269,322 585 SH   SOLE   585 0 0
CHEVRON CORP NEW COM 166764100   2,453,663 15,594 SH   SOLE   15,191 0 403
SALESFORCE INC COM 79466L302   471,744 2,233 SH   SOLE   2,153 0 80
MONSTER BEVERAGE CORP NEW COM 61174X109   1,090,671 18,988 SH   SOLE   18,988 0 0
REGENERON PHARMACEUTICALS COM 75886F107   919,731 1,280 SH   SOLE   1,235 0 45
ISHARES TR CORE S&P SCP ETF 464287804   1,604,952 16,106 SH   SOLE   16,072 0 34
AFLAC INC COM 001055102   2,588,159 37,080 SH   SOLE   35,847 0 1,233
UNITEDHEALTH GROUP INC COM 91324P102   1,778,354 3,700 SH   SOLE   3,654 0 46
AMERICAN TOWER CORP NEW COM 03027X100   360,815 1,860 SH   SOLE   1,850 0 10
COLGATE PALMOLIVE CO COM 194162103   378,622 4,915 SH   SOLE   4,845 0 70
BECTON DICKINSON & CO COM 075887109   2,030,055 7,689 SH   SOLE   7,501 0 188
ALBEMARLE CORP COM 012653101   994,293 4,457 SH   SOLE   4,457 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,872,111 29,275 SH   SOLE   28,685 0 590
FEDEX CORP COM 31428X106   1,610,352 6,496 SH   SOLE   6,371 0 125
CUMMINS INC COM 231021106   1,557,172 6,352 SH   SOLE   6,202 0 150
BROADCOM INC COM 11135F101   629,880 726 SH   SOLE   726 0 0
VMWARE INC CL A COM 928563402   789,720 5,496 SH   SOLE   5,346 0 150
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,872,454 46,029 SH   SOLE   45,631 0 398
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,861,242 35,782 SH   SOLE   35,642 0 140
MICROSOFT CORP COM 594918104   10,753,946 31,579 SH   SOLE   30,940 0 639
CBRE GROUP INC CL A 12504L109   1,091,764 13,527 SH   SOLE   12,877 0 650
TEXAS INSTRS INC COM 882508104   477,053 2,650 SH   SOLE   2,650 0 0
ISHARES GOLD TR ISHARES NEW 464285204   3,000,719 82,460 SH   SOLE   79,978 0 2,482
VISA INC COM CL A 92826C839   6,323,409 26,627 SH   SOLE   26,054 0 573
EXXON MOBIL CORP COM 30231G102   2,646,793 24,679 SH   SOLE   23,888 0 791
AMAZON COM INC COM 023135106   2,836,634 21,760 SH   SOLE   20,720 0 1,040
VANGUARD INDEX FDS LARGE CAP ETF 922908637   466,843 2,303 SH   SOLE   2,178 0 125
STARBUCKS CORP COM 855244109   1,937,663 19,560 SH   SOLE   18,133 0 1,427
ISHARES TR MSCI EAFE ETF 464287465   5,001,885 68,992 SH   SOLE   68,992 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,297,851 19,881 SH   SOLE   19,571 0 310
PRICE T ROWE GROUP INC COM 74144T108   930,924 8,310 SH   SOLE   8,105 0 205
IAC INC COM NEW 44891N208   385,987 6,146 SH   SOLE   5,937 0 209
OMNICOM GROUP INC COM 681919106   1,801,569 18,934 SH   SOLE   18,729 0 205
EXPEDITORS INTL WASH INC COM 302130109   2,879,390 23,771 SH   SOLE   23,116 0 655
ISHARES TR CORE US AGGBD ET 464287226   220,899 2,255 SH   SOLE   2,062 0 193
SCHWAB CHARLES CORP COM 808513105   250,613 4,422 SH   SOLE   4,422 0 0
UNITED PARCEL SERVICE INC CL B 911312106   465,189 2,595 SH   SOLE   2,565 0 30
AMGEN INC COM 031162100   2,181,758 9,827 SH   SOLE   9,577 0 250
WALMART INC COM 931142103   2,850,748 18,137 SH   SOLE   17,440 0 697
HUNTINGTON INGALLS INDS INC COM 446413106   265,154 1,165 SH   SOLE   1,165 0 0
COCA COLA CO COM 191216100   870,806 14,460 SH   SOLE   14,350 0 110
EMERSON ELEC CO COM 291011104   1,285,181 14,218 SH   SOLE   13,835 0 383
NUCOR CORP COM 670346105   5,372,121 32,761 SH   SOLE   32,143 0 618
WHIRLPOOL CORP COM 963320106   396,854 2,667 SH   SOLE   2,480 0 187
ALPHABET INC CAP STK CL C 02079K107   5,457,562 45,115 SH   SOLE   43,335 0 1,780
CONOCOPHILLIPS COM 20825C104   1,417,178 13,678 SH   SOLE   13,328 0 350
ORACLE CORP COM 68389X105   3,818,171 32,061 SH   SOLE   31,190 0 871
MCDONALDS CORP COM 580135101   1,695,566 5,682 SH   SOLE   5,552 0 130
MERCK & CO INC COM 58933Y105   798,730 6,922 SH   SOLE   6,822 0 100
QUALCOMM INC COM 747525103   268,911 2,259 SH   SOLE   2,259 0 0
UNILEVER PLC SPON ADR NEW 904767704   386,774 7,419 SH   SOLE   7,419 0 0
SOUTHWEST AIRLS CO COM 844741108   634,236 17,516 SH   SOLE   16,727 0 789
PHILLIPS 66 COM 718546104   866,170 9,081 SH   SOLE   8,906 0 175
ENTERGY CORP NEW COM 29364G103   2,195,516 22,548 SH   SOLE   22,073 0 475
ADOBE SYSTEMS INCORPORATED COM 00724F101   423,954 867 SH   SOLE   867 0 0
HOME DEPOT INC COM 437076102   704,532 2,268 SH   SOLE   2,268 0 0
PFIZER INC COM 717081103   1,874,972 51,117 SH   SOLE   48,778 0 2,339
TJX COS INC NEW COM 872540109   5,315,535 62,691 SH   SOLE   61,442 0 1,249
SONY GROUP CORPORATION SPONSORED ADR 835699307   327,746 3,640 SH   SOLE   3,590 0 50
COSTCO WHSL CORP NEW COM 22160K105   2,099,585 3,900 SH   SOLE   3,758 0 142
ACTIVISION BLIZZARD INC COM 00507V109   225,205 2,671 SH   SOLE   2,571 0 100
CENTERPOINT ENERGY INC COM 15189T107   251,710 8,635 SH   SOLE   8,635 0 0
NVIDIA CORPORATION COM 67066G104   3,422,709 8,091 SH   SOLE   8,076 0 15
DAVITA INC COM 23918K108   578,205 5,755 SH   SOLE   5,435 0 320
JPMORGAN CHASE & CO COM 46625H100   2,027,509 13,941 SH   SOLE   13,621 0 320
TOTALENERGIES SE SPONSORED ADS 89151E109   269,179 4,670 SH   SOLE   4,430 0 240
GENUINE PARTS CO COM 372460105   1,980,934 11,706 SH   SOLE   11,448 0 258
PNC FINL SVCS GROUP INC COM 693475105   1,085,944 8,622 SH   SOLE   8,507 0 115
BOEING CO COM 097023105   1,470,303 6,963 SH   SOLE   6,963 0 0
KINDER MORGAN INC DEL COM 49456B101   553,784 32,159 SH   SOLE   30,649 0 1,510
AT&T INC COM 00206R102   419,595 26,307 SH   SOLE   25,065 0 1,242
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,395,654 24,455 SH   SOLE   23,445 0 1,010
ATMOS ENERGY CORP COM 049560105   948,209 8,150 SH   SOLE   8,015 0 135
APPLE INC COM 037833100   13,891,403 71,616 SH   SOLE   69,045 0 2,571
PROCTER AND GAMBLE CO COM 742718109   4,865,884 32,067 SH   SOLE   31,464 0 603
ABBVIE INC COM 00287Y109   376,436 2,794 SH   SOLE   2,756 0 38
VANGUARD INDEX FDS SMALL CP ETF 922908751   992,293 4,989 SH   SOLE   4,855 0 134
TRAVELERS COMPANIES INC COM 89417E109   2,088,419 12,026 SH   SOLE   11,596 0 430
ISHARES TR CORE S&P500 ETF 464287200   569,585 1,278 SH   SOLE   942 0 336
PEPSICO INC COM 713448108   3,212,040 17,342 SH   SOLE   16,910 0 432
LULULEMON ATHLETICA INC COM 550021109   225,208 595 SH   SOLE   455 0 140
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,354,510 29,331 SH   SOLE   28,897 0 434
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,690,302 10,822 SH   SOLE   10,592 0 230
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   515,022 6,815 SH   SOLE   6,600 0 215
HANCOCK WHITNEY CORPORATION COM 410120109   234,283 6,104 SH   SOLE   6,104 0 0
CISCO SYS INC COM 17275R102   448,465 8,668 SH   SOLE   8,468 0 200
VANGUARD INDEX FDS MID CAP ETF 922908629   946,159 4,298 SH   SOLE   4,139 0 159
3M CO COM 88579Y101   1,327,946 13,268 SH   SOLE   12,852 0 416
MATCH GROUP INC NEW COM 57667L107   373,511 8,925 SH   SOLE   8,474 0 451
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   2,714,225 25,589 SH   SOLE   25,589 0 0
NORTHROP GRUMMAN CORP COM 666807102   701,476 1,539 SH   SOLE   1,539 0 0
ISHARES TR CORE S&P MCP ETF 464287507   2,220,818 8,493 SH   SOLE   8,465 0 28
TESLA INC COM 88160R101   627,986 2,399 SH   SOLE   2,299 0 100
DUKE ENERGY CORP NEW COM NEW 26441C204   874,734 9,747 SH   SOLE   9,492 0 255
LINCOLN ELEC HLDGS INC COM 533900106   278,082 1,400 SH   SOLE   1,400 0 0
INTEL CORP COM 458140100   1,811,688 54,177 SH   SOLE   52,917 0 1,260
CARRIER GLOBAL CORPORATION COM 14448C104   1,526,159 30,701 SH   SOLE   30,219 0 482
GOLDMAN SACHS GROUP INC COM 38141G104   2,268,386 7,033 SH   SOLE   6,868 0 165
VERIZON COMMUNICATIONS INC COM 92343V104   568,719 15,292 SH   SOLE   14,741 0 551
CONSTELLATION BRANDS INC CL A 21036P108   1,028,934 4,180 SH   SOLE   4,098 0 82
LILLY ELI & CO COM 532457108   211,041 450 SH   SOLE   450 0 0
META PLATFORMS INC CL A 30303M102   1,149,068 4,004 SH   SOLE   3,674 0 330
AUTOMATIC DATA PROCESSING IN COM 053015103   3,334,515 15,171 SH   SOLE   14,904 0 267
BANK NEW YORK MELLON CORP COM 064058100   2,080,475 46,731 SH   SOLE   45,811 0 920
CHUBB LIMITED COM H1467J104   1,110,301 5,766 SH   SOLE   5,630 0 136
THE CIGNA GROUP COM 125523100   974,335 3,472 SH   SOLE   3,418 0 54
BLACKROCK INC COM 09247X101   2,651,905 3,837 SH   SOLE   3,757 0 80
AIR PRODS & CHEMS INC COM 009158106   2,142,852 7,154 SH   SOLE   6,826 0 328
VERTEX PHARMACEUTICALS INC COM 92532F100   212,202 603 SH   SOLE   583 0 20
NIKE INC CL B 654106103   3,581,223 32,447 SH   SOLE   32,059 0 388
APPLIED MATLS INC COM 038222105   5,558,248 38,455 SH   SOLE   37,454 0 1,001
JOHNSON & JOHNSON COM 478160104   4,203,816 25,398 SH   SOLE   24,835 0 563
DISNEY WALT CO COM 254687106   1,088,590 12,193 SH   SOLE   11,701 0 492
TORONTO DOMINION BK ONT COM NEW 891160509   1,751,286 28,242 SH   SOLE   27,662 0 580
ADVANCED MICRO DEVICES INC COM 007903107   259,715 2,280 SH   SOLE   2,280 0 0
CVS HEALTH CORP COM 126650100   2,228,782 32,240 SH   SOLE   31,906 0 334
LOWES COS INC COM 548661107   3,198,016 14,169 SH   SOLE   14,019 0 150
ABBOTT LABS COM 002824100   1,750,473 16,056 SH   SOLE   15,676 0 380