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 1,085 7,709 SH   SOLE   0 0 7,709
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 310 749 SH   SOLE   0 0 749
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 344 7,051 SH   SOLE   0 0 7,051
ALPHABET INC CAP STK CL C 02079K107 437 151 SH   SOLE   0 0 151
ALPHABET INC CAP STK CL A 02079K305 585 202 SH   SOLE   0 0 202
AMAZON COM INC COM 023135106 2,074 622 SH   SOLE   0 0 622
APARTMENT INCOME REIT CORP COM 03750L109 375 6,866 SH   SOLE   0 0 6,866
APPLE INC COM 037833100 5,892 33,183 SH   SOLE   0 0 33,183
ARK ETF TR INNOVATION ETF 00214Q104 596 6,301 SH   SOLE   0 0 6,301
AUTODESK INC COM 052769106 297 1,055 SH   SOLE   0 0 1,055
AUTOZONE INC COM 053332102 356 170 SH   SOLE   0 0 170
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 379 1,266 SH   SOLE   0 0 1,266
BK OF AMERICA CORP COM 060505104 230 5,165 SH   SOLE   0 0 5,165
BROADCOM INC COM 11135F101 592 889 SH   SOLE   0 0 889
CISCO SYS INC COM 17275R102 366 5,779 SH   SOLE   0 0 5,779
COCA COLA CO COM 191216100 1,922 32,468 SH   SOLE   0 0 32,468
COMCAST CORP NEW CL A 20030N101 314 6,238 SH   SOLE   0 0 6,238
CROWDSTRIKE HLDGS INC CL A 22788C105 417 2,035 SH   SOLE   0 0 2,035
GLOBAL PMTS INC COM 37940X102 246 1,819 SH   SOLE   0 0 1,819
HOME DEPOT INC COM 437076102 3,437 8,282 SH   SOLE   0 0 8,282
HUBBELL INC COM 443510607 548 2,629 SH   SOLE   0 0 2,629
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 4,184 33,978 SH   SOLE   0 0 33,978
INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1,500 30,767 SH   SOLE   0 0 30,767
INVESCO QQQ TR UNIT SER 1 46090E103 344 865 SH   SOLE   0 0 865
ISHARES TR CORE S&P TTL STK 464287150 4,135 38,652 SH   SOLE   0 0 38,652
ISHARES TR CORE S&P500 ETF 464287200 266 558 SH   SOLE   0 0 558
ISHARES TR CORE US AGGBD ET 464287226 256 2,243 SH   SOLE   0 0 2,243
ISHARES TR MSCI EAFE ETF 464287465 616 7,835 SH   SOLE   0 0 7,835
ISHARES TR RUS 1000 GRW ETF 464287614 5,178 16,944 SH   SOLE   0 0 16,944
ISHARES TR S&P MC 400VL ETF 464287705 231 2,090 SH   SOLE   0 0 2,090
ISHARES TR CORE S&P SCP ETF 464287804 5,367 46,868 SH   SOLE   0 0 46,868
ISHARES TR S&P SML 600 GWT 464287887 229 1,648 SH   SOLE   0 0 1,648
ISHARES TR MSCI USA ESG SLC 464288802 4,036 37,982 SH   SOLE   0 0 37,982
ISHARES TR MSCI USA MMENTM 46432F396 6,362 34,992 SH   SOLE   0 0 34,992
ISHARES TR CORE MSCI EAFE 46432F842 272 3,645 SH   SOLE   0 0 3,645
JOHNSON & JOHNSON COM 478160104 711 4,156 SH   SOLE   0 0 4,156
JPMORGAN CHASE & CO COM 46625H100 654 4,127 SH   SOLE   0 0 4,127
LOCKHEED MARTIN CORP COM 539830109 209 589 SH   SOLE   0 0 589
MCDONALDS CORP COM 580135101 474 1,769 SH   SOLE   0 0 1,769
MERCK & CO INC COM 58933Y105 208 2,710 SH   SOLE   0 0 2,710
META PLATFORMS INC CL A 30303M102 1,122 3,337 SH   SOLE   0 0 3,337
MICROSOFT CORP COM 594918104 1,521 4,522 SH   SOLE   0 0 4,522
NETFLIX INC COM 64110L106 718 1,191 SH   SOLE   0 0 1,191
PAYPAL HLDGS INC COM 70450Y103 277 1,470 SH   SOLE   0 0 1,470
PFIZER INC COM 717081103 215 3,646 SH   SOLE   0 0 3,646
PROCTER AND GAMBLE CO COM 742718109 255 1,557 SH   SOLE   0 0 1,557
RAYMOND JAMES FINL INC COM 754730109 929 9,252 SH   SOLE   0 0 9,252
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 330 2,018 SH   SOLE   0 0 2,018
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 10,353 176,638 SH   SOLE   0 0 176,638
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 272 3,359 SH   SOLE   0 0 3,359
SOUTHERN CO COM 842587107 1,620 23,621 SH   SOLE   0 0 23,621
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,066 4,350 SH   SOLE   0 0 4,350
TESLA INC COM 88160R101 1,190 1,126 SH   SOLE   0 0 1,126
TEXAS INSTRS INC COM 882508104 245 1,302 SH   SOLE   0 0 1,302
UNITEDHEALTH GROUP INC COM 91324P102 773 1,539 SH   SOLE   0 0 1,539
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 403 924 SH   SOLE   0 0 924
VANGUARD INDEX FDS TOTAL STK MKT 922908769 68,360 283,134 SH   SOLE   0 0 283,134
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,134 6,603 SH   SOLE   0 0 6,603
VISA INC COM CL A 92826C839 249 1,151 SH   SOLE   0 0 1,151
WALMART INC COM 931142103 589 4,069 SH   SOLE   0 0 4,069
WEYERHAEUSER CO MTN BE COM NEW 962166104 250 6,080 SH   SOLE   0 0 6,080
WISDOMTREE TR US MIDCAP FUND 97717W570 5,921 105,212 SH   SOLE   0 0 105,212
YUM BRANDS INC COM 988498101 276 1,991 SH   SOLE   0 0 1,991