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
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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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 674,399 5,006 SH   SOLE   5,006 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 566,595 1,836 SH   SOLE   1,836 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 740,331 1,514 SH   SOLE   1,514 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 397,774 3,492 SH   SOLE   3,492 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,171,478 18,141 SH   SOLE   18,141 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 943,566 7,800 SH   SOLE   7,800 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,477,361 19,004 SH   SOLE   19,004 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 563,999 6,698 SH   SOLE   6,698 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 246,510 1,415 SH   SOLE   1,415 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 292,037 230,580 SH   SOLE   230,580 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 289,680 1,494 SH   SOLE   1,494 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 203,169 1,423 SH   SOLE   1,423 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 365,711 1,647 SH   SOLE   1,647 0 0
AMYRIS INC COM NEW 03236M200 BBG001T20G05 11,975 11,626 SH   SOLE   11,626 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 234,465 1,204 SH   SOLE   1,204 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 253,978 769 SH   SOLE   769 0 0
APPLE INC COM 037833100 BBG001S5N8V8 18,845,858 97,159 SH   SOLE   97,159 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 278,822 3,690 SH   SOLE   3,690 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 273,568 377 SH   SOLE   377 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 257,660 16,154 SH   SOLE   16,154 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 206,247 1,008 SH   SOLE   1,008 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 212,908 969 SH   SOLE   969 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 423,843 14,773 SH   SOLE   14,773 0 0
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 326,574 6,022 SH   SOLE   6,022 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 577,313 1,693 SH   SOLE   1,693 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 286,471 3,081 SH   SOLE   3,081 0 0
BOEING CO COM 097023105 BBG001S5P0V3 236,031 1,118 SH   SOLE   1,118 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 479,155 7,493 SH   SOLE   7,493 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 551,459 636 SH   SOLE   636 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 322,700 1,376 SH   SOLE   1,376 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 505,922 3,215 SH   SOLE   3,215 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 297,321 139 SH   SOLE   139 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 295,918 595 SH   SOLE   595 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,067,445 20,631 SH   SOLE   20,631 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 579,713 9,627 SH   SOLE   9,627 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 217,415 5,233 SH   SOLE   5,233 0 0
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 276,852 722 SH   SOLE   722 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,001,136 1,860 SH   SOLE   1,860 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 604,960 2,468 SH   SOLE   2,468 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 248,287 3,592 SH   SOLE   3,592 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 558,616 2,328 SH   SOLE   2,328 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 547,669 3,278 SH   SOLE   3,278 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 243,184 1,402 SH   SOLE   1,402 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 1,334,189 49,141 SH   SOLE   49,141 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 343,191 3,844 SH   SOLE   3,844 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 568,616 6,336 SH   SOLE   6,336 0 0
EATON VANCE LTD DURATION INC COM 27828H105 BBG001S9B8R8 93,731 10,014 SH   SOLE   10,014 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 546,784 5,797 SH   SOLE   5,797 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 216,553 920 SH   SOLE   920 0 0
EQUINIX INC COM 29444U700 BBG001SKBNS9 250,512 320 SH   SOLE   320 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 550,064 5,129 SH   SOLE   5,129 0 0
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 1,842,122 40,558 SH   SOLE   40,558 0 0
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 BBG0043NRZR1 580,848 36,371 SH   SOLE   36,371 0 0
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 BBG005GHHC44 2,534,409 111,305 SH   SOLE   111,305 0 0
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 BBG001VDB5R1 206,277 2,716 SH   SOLE   2,716 0 0
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 BBG001T61KB4 211,220 2,009 SH   SOLE   2,009 0 0
FIRST TR EXCHNG TRADED FD VI SKYBRIDGE CRYPTO 33740F540 BBG012G2VGQ4 179,689 29,442 SH   SOLE   29,442 0 0
FIRST TR MORNINGSTAR DIVID L SHS 336917109 BBG001SP68G0 268,073 7,882 SH   SOLE   7,882 0 0
FORTIVE CORP COM 34959J108 BBG00BLVZ237 200,879 2,687 SH   SOLE   2,687 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 521,353 6,797 SH   SOLE   6,797 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 464,203 6,023 SH   SOLE   6,023 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483 BBG00MVW9603 2,461,284 13,866,387 SH Call SOLE   13,866,300 0 0
GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 BBG00CP9KWK1 309,693 5,689 SH   SOLE   5,689 0 0
GLOBAL X FDS S&P 500 COVERED 37954Y475 BBG00MVL3G29 40,640 99,000 SH Call SOLE   99,000 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 391,535 1,290 SH   SOLE   1,290 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 229,660 1,372 SH   SOLE   1,372 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,236,650 3,981 SH   SOLE   3,981 0 0
HUBBELL INC COM 443510607 BBG001S5S1L9 821,440 2,478 SH   SOLE   2,478 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 254,128 506 SH   SOLE   506 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 214,823 2,586 SH   SOLE   2,586 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 633,811 4,737 SH   SOLE   4,737 0 0
INTUIT COM 461202103 BBG001S6TWR2 397,331 867 SH   SOLE   867 0 0
INVESCO EXCH TRADED FD TR II ESG S&P 500 EQL 46138G516 BBG013JV3XW2 229,447 9,968 SH   SOLE   9,968 0 0
INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 BBG00KJR31G2 227,167 2,429 SH   SOLE   2,429 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 38,118,029 254,732 SH   SOLE   254,732 0 0
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 BBG00KJR2976 380,636 2,495 SH   SOLE   2,495 0 0
ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 219,353 5,292 SH   SOLE   5,292 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 32,343,541 334,819 SH   SOLE   334,819 0 0
ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 1,571,595 33,696 SH   SOLE   33,696 0 0
ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 4,544,341 45,087 SH   SOLE   45,087 0 0
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 322,180 4,773 SH   SOLE   4,773 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 259,983 4,152 SH   SOLE   4,152 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,068,806 2,398 SH   SOLE   2,398 0 0
ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 280,890 3,000 SH   SOLE   3,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 8,799,388 31,977 SH   SOLE   31,977 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 269,120 2,437 SH   SOLE   2,437 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 16,952,246 306,384 SH   SOLE   306,384 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 321,188 6,406 SH   SOLE   6,406 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 8,248,582 162,855 SH   SOLE   162,855 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,388,699 8,390 SH   SOLE   8,390 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1,765,358 12,138 SH   SOLE   12,138 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 203,106 623 SH   SOLE   623 0 0
LILLY ELI & CO COM 532457108 BBG001S5STL8 1,038,939 2,215 SH   SOLE   2,215 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 269,118 706 SH   SOLE   706 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 801,201 1,740 SH   SOLE   1,740 0 0
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 216,891 998 SH   SOLE   998 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 267,689 4,478 SH   SOLE   4,478 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 598,791 1,522 SH   SOLE   1,522 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,320,340 4,425 SH   SOLE   4,425 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 795,740 6,896 SH   SOLE   6,896 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 906,570 3,159 SH   SOLE   3,159 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,563,657 10,465 SH   SOLE   10,465 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 271,468 503 SH   SOLE   503 0 0
MSCI INC COM 55354G100 BBG001SV8B05 204,656 436 SH   SOLE   436 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 285,051 2,583 SH   SOLE   2,583 0 0
NORDSON CORP COM 655663102 BBG001S5TKK7 278,584 1,123 SH   SOLE   1,123 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,555,167 6,040 SH   SOLE   6,040 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 217,866 589 SH   SOLE   589 0 0
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 713,429 7,498 SH   SOLE   7,498 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 300,991 1,178 SH   SOLE   1,178 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 711,467 6,360 SH   SOLE   6,360 0 0
PEPSICO INC COM 713448108 BBG001S695T1 1,233,153 6,658 SH   SOLE   6,658 0 0
PFIZER INC COM 717081103 BBG001S5V466 729,400 19,886 SH   SOLE   19,886 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 396,129 4,058 SH   SOLE   4,058 0 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 501,829 5,261 SH   SOLE   5,261 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 BBG001T618D9 1,264,146 12,672 SH   SOLE   12,672 0 0
PIMCO ETF TR ENHANCD SHORT 72201R643 BBG00QQFDTV8 550,058 5,618 SH   SOLE   5,618 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 277,782 741 SH   SOLE   741 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,327,274 8,747 SH   SOLE   8,747 0 0
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 453,961 5,146 SH   SOLE   5,146 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 203,190 1,707 SH   SOLE   1,707 0 0
READY CAPITAL CORP COM 75574U101 BBG003TCRSD0 327,624 29,045 SH   SOLE   29,045 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 294,986 736 SH   SOLE   736 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 352,149 8,040 SH   SOLE   8,040 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 386,073 687 SH   SOLE   687 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 535,342 7,621 SH   SOLE   7,621 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 242,496 2,641 SH   SOLE   2,641 0 0
SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 2,232,623 41,011 SH   SOLE   41,011 0 0
SPDR SER TR PORTFOLIO S&P400 78464A847 BBG001SPT9T9 1,214,935 26,475 SH   SOLE   26,475 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 269,620 5,174 SH   SOLE   5,174 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 2,798,017 72,040 SH   SOLE   72,040 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 241,434 2,169 SH   SOLE   2,169 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 415,167 1,586 SH   SOLE   1,586 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 224,973 1,250 SH   SOLE   1,250 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 612,626 1,174 SH   SOLE   1,174 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 227,657 1,639 SH   SOLE   1,639 0 0
TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 547,983 3,155 SH   SOLE   3,155 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1,432,471 2,980 SH   SOLE   2,980 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 2,101,039 7,425 SH   SOLE   7,425 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 819,082 3,720 SH   SOLE   3,720 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 19,095,188 46,885 SH   SOLE   46,885 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 589,623 2,965 SH   SOLE   2,965 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 11,626,369 52,780 SH   SOLE   52,780 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 232,950 4,281 SH   SOLE   4,281 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 48,409,717 298,034 SH   SOLE   298,034 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 4,880,171 105,677 SH   SOLE   105,677 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 2,593,898 24,455 SH   SOLE   24,455 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 BBG001T0Y6Y7 895,138 5,721 SH   SOLE   5,721 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 319,398 1,413 SH   SOLE   1,413 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 626,822 16,855 SH   SOLE   16,855 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 973,725 4,100 SH   SOLE   4,100 0 0
WALMART INC COM 931142103 BBG001S5XH92 834,073 5,306 SH   SOLE   5,306 0 0
WATSCO INC COM 942622200 BBG001S82CQ2 236,172 619 SH   SOLE   619 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 228,861 2,594 SH   SOLE   2,594 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 220,037 575 SH   SOLE   575 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 249,060 7,633 SH   SOLE   7,633 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 217,701 4,326 SH   SOLE   4,326 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG001S6SX73 217,731 736 SH   SOLE   736 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 209,546 1,217 SH   SOLE   1,217 0 0