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
ABBOTT LABS COM 002824100 1,582 13,368 SH   SOLE   0 0 13,368
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 231 685 SH   SOLE   0 0 685
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 332 7,051 SH   SOLE   0 0 7,051
ALPHABET INC CAP STK CL C 02079K107 408 146 SH   SOLE   0 0 146
ALPHABET INC CAP STK CL A 02079K305 548 197 SH   SOLE   0 0 197
AMAZON COM INC COM 023135106 2,024 621 SH   SOLE   0 0 621
APARTMENT INCOME REIT CORP COM 03750L109 367 6,866 SH   SOLE   0 0 6,866
APPLE INC COM 037833100 5,779 33,097 SH   SOLE   0 0 33,097
AUTODESK INC COM 052769106 226 1,055 SH   SOLE   0 0 1,055
AUTOZONE INC COM 053332102 348 170 SH   SOLE   0 0 170
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 446 1,265 SH   SOLE   0 0 1,265
BK OF AMERICA CORP COM 060505104 203 4,933 SH   SOLE   0 0 4,933
BROADCOM INC COM 11135F101 553 878 SH   SOLE   0 0 878
CISCO SYS INC COM 17275R102 336 6,025 SH   SOLE   0 0 6,025
COCA COLA CO COM 191216100 1,778 28,678 SH   SOLE   0 0 28,678
COMCAST CORP NEW CL A 20030N101 299 6,382 SH   SOLE   0 0 6,382
CROWDSTRIKE HLDGS INC CL A 22788C105 421 1,855 SH   SOLE   0 0 1,855
GLOBAL PMTS INC COM 37940X102 249 1,819 SH   SOLE   0 0 1,819
HCA HEALTHCARE INC COM 40412C101 670 2,675 SH   SOLE   0 0 2,675
HOME DEPOT INC COM 437076102 2,181 7,286 SH   SOLE   0 0 7,286
HUBBELL INC COM 443510607 483 2,629 SH   SOLE   0 0 2,629
INDEPENDENCE RLTY TR INC COM 45378A106 363 13,735 SH   SOLE   0 0 13,735
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 4,479 37,338 SH   SOLE   0 0 37,338
INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1,266 25,881 SH   SOLE   0 0 25,881
ISHARES TR CORE S&P TTL STK 464287150 3,895 38,591 SH   SOLE   0 0 38,591
ISHARES TR CORE US AGGBD ET 464287226 249 2,329 SH   SOLE   0 0 2,329
ISHARES TR MSCI EAFE ETF 464287465 226 3,073 SH   SOLE   0 0 3,073
ISHARES TR RUS 1000 GRW ETF 464287614 3,764 13,558 SH   SOLE   0 0 13,558
ISHARES TR S&P MC 400VL ETF 464287705 229 2,090 SH   SOLE   0 0 2,090
ISHARES TR CORE S&P SCP ETF 464287804 4,780 44,310 SH   SOLE   0 0 44,310
ISHARES TR S&P SML 600 GWT 464287887 206 1,648 SH   SOLE   0 0 1,648
ISHARES TR MSCI USA ESG SLC 464288802 3,562 36,787 SH   SOLE   0 0 36,787
ISHARES TR MSCI USA MMENTM 46432F396 5,965 35,449 SH   SOLE   0 0 35,449
ISHARES TR CORE MSCI EAFE 46432F842 239 3,441 SH   SOLE   0 0 3,441
JOHNSON & JOHNSON COM 478160104 721 4,070 SH   SOLE   0 0 4,070
JPMORGAN CHASE & CO COM 46625H100 571 4,186 SH   SOLE   0 0 4,186
LOCKHEED MARTIN CORP COM 539830109 260 589 SH   SOLE   0 0 589
MCDONALDS CORP COM 580135101 450 1,821 SH   SOLE   0 0 1,821
MERCK & CO INC COM 58933Y105 222 2,708 SH   SOLE   0 0 2,708
META PLATFORMS INC CL A 30303M102 723 3,253 SH   SOLE   0 0 3,253
MICROSOFT CORP COM 594918104 1,428 4,632 SH   SOLE   0 0 4,632
NETFLIX INC COM 64110L106 448 1,196 SH   SOLE   0 0 1,196
PFIZER INC COM 717081103 212 4,100 SH   SOLE   0 0 4,100
PROCTER AND GAMBLE CO COM 742718109 238 1,555 SH   SOLE   0 0 1,555
RAYMOND JAMES FINL INC COM 754730109 992 9,022 SH   SOLE   0 0 9,022
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 302 4,036 SH   SOLE   0 0 4,036
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 10,057 171,907 SH   SOLE   0 0 171,907
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 265 3,359 SH   SOLE   0 0 3,359
SOUTHERN CO COM 842587107 1,303 17,973 SH   SOLE   0 0 17,973
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,902 4,212 SH   SOLE   0 0 4,212
TESLA INC COM 88160R101 1,205 1,118 SH   SOLE   0 0 1,118
TEXAS INSTRS INC COM 882508104 240 1,308 SH   SOLE   0 0 1,308
UNITEDHEALTH GROUP INC COM 91324P102 774 1,517 SH   SOLE   0 0 1,517
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 384 924 SH   SOLE   0 0 924
VANGUARD INDEX FDS TOTAL STK MKT 922908769 64,595 283,722 SH   SOLE   0 0 283,722
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,071 6,603 SH   SOLE   0 0 6,603
VISA INC COM CL A 92826C839 253 1,142 SH   SOLE   0 0 1,142
WALMART INC COM 931142103 606 4,069 SH   SOLE   0 0 4,069
WEYERHAEUSER CO MTN BE COM NEW 962166104 230 6,080 SH   SOLE   0 0 6,080
WISDOMTREE TR US MIDCAP FUND 97717W570 5,838 106,770 SH   SOLE   0 0 106,770
YUM BRANDS INC COM 988498101 236 1,991 SH   SOLE   0 0 1,991