0001352764-20-000009.txt : 20200805
0001352764-20-000009.hdr.sgml : 20200805
20200805161829
ACCESSION NUMBER: 0001352764-20-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200805
DATE AS OF CHANGE: 20200805
EFFECTIVENESS DATE: 20200805
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Beaumont Financial Partners, LLC
CENTRAL INDEX KEY: 0001352764
IRS NUMBER: 043481223
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11748
FILM NUMBER: 201077574
BUSINESS ADDRESS:
STREET 1: 250 1ST AVENUE
STREET 2: SUITE 101
CITY: NEEDHAM
STATE: MA
ZIP: 02494
BUSINESS PHONE: 781-400-2800
MAIL ADDRESS:
STREET 1: 250 1ST AVENUE
STREET 2: SUITE 101
CITY: NEEDHAM
STATE: MA
ZIP: 02494
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001352764
XXXXXXXX
06-30-2020
06-30-2020
Beaumont Financial Partners, LLC
250 1ST AVENUE
SUITE 101
NEEDHAM
MA
02494
13F HOLDINGS REPORT
028-11748
N
Michael Snyder
Chief Compliance Officer
7814002832
Michael Snyder
Needham
MA
08-05-2020
0
277
957635
false
INFORMATION TABLE
2
Beaumont_Final_13F_Q2_2020.xml
3M CO
COM
88579Y101
945
6058
SH
SOLE
0
6058
0
0
ABBOTT LABS
COM
002824100
11063
121000
SH
SOLE
0
121000
0
0
ABBVIE INC
COM
00287Y109
959
9766
SH
SOLE
0
9766
0
0
ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF
PHYSCL GOLD SHS
00326A104
242
14100
SH
SOLE
0
14100
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
652
3036
SH
SOLE
0
3036
0
0
ADOBE INC
COM
00724F101
640
1470
SH
SOLE
0
1470
0
0
AIR PRODS & CHEMS INC
COM
009158106
327
1353
SH
SOLE
0
1353
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
259
1202
SH
SOLE
0
1202
0
0
ALITHYA GROUP INC
CL A SUB VTG
01643B106
47
28608
SH
SOLE
0
28608
0
0
ALLSTATE CORP
COM
020002101
313
3232
SH
SOLE
0
3232
0
0
ALPHABET INC
CAP STK CL C
02079K107
1307
924
SH
SOLE
0
924
0
0
ALPHABET INC
CAP STK CL A
02079K305
20445
14418
SH
SOLE
0
14418
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0
AMAZON COM INC
COM
023135106
25282
9164
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SOLE
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9164
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AMERICAN EXPRESS CO
COM
025816109
848
8905
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SOLE
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8905
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AMERICAN TOWER CORP
COM
03027X100
4902
18960
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SOLE
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18960
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AMGEN INC
COM
031162100
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4017
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SOLE
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4017
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0
ANTHEM INC
COM
036752103
316
1202
SH
SOLE
0
1202
0
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APPLE INC
COM
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99261
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SOLE
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99261
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0
ARK ETF TR
INNOVATION ETF
00214Q104
6316
88567
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SOLE
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88567
0
0
ARROWHEAD PHARMACEUTICALS INC
COM
04280A100
434
10050
SH
SOLE
0
10050
0
0
AT&T INC
COM
00206R102
1128
37299
SH
SOLE
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37299
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AUTOMATIC DATA PROCESSING INC
COM
053015103
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3686
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3686
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BAIN CAP SPECIALTY FIN INC
COM
05684B107
2996
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270386
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BANK OF AMERICA CORP
COM
060505104
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BCE INC
COM
05534B760
406
9725
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BECTON DICKINSON & CO
COM
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3092
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CL A
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BERKSHIRE HATHAWAY INC DEL
CL B
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88908
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BLACKROCK INC
COM
09247X101
595
1094
SH
SOLE
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1094
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BOEING CO
COM
097023105
1158
6318
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SOLE
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6318
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BRISTOL-MYERS SQUIBB CO
RIGHT 12/30/2030
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15000
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15000
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0
BRISTOL-MYERS SQUIBB CO
COM
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33272
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BROADCOM INC
COM
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1778
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SOLE
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1778
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BROADRIDGE FINL SOLUTIONS INC
COM
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373
2958
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BROOKS AUTOMATION INC
COM
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SOLE
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CDW CORP
COM
12514G108
222
1910
SH
SOLE
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CHARTER COMMUNICATIONS INC
CL A
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CHEVRON CORP
COM
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CISCO SYS INC
COM
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SOLE
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CITIGROUP INC
COM
172967424
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SH
SOLE
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CME GROUP INC
COM
12572Q105
375
2309
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COCA COLA CO
COM
191216100
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COMCAST CORP
CL A
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CONSTELLATION BRANDS INC
CL A
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2053
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COSTCO WHSL CORP
COM
22160K105
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DANAHER CORPORATION
COM
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DEERE & CO
COM
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DELL TECHNOLOGIES INC
COM CL C
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554
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DIAGEO P L C
SPON ADR
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DISNEY WALT CO
COM
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DOMINION ENERGY INC
COM
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ECOLAB INC
COM
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EVERSOURCE ENERGY
COM
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EXXON MOBIL CORP
COM
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FACEBOOK INC
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NDQ CP IDX TRK
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MSCI INDL INDX
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DJ INTERNT IDX
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COM
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GILEAD SCIENCES INC
COM
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GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
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HASBRO INC
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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HP INC
COM
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IAA INC
COM
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IDEXX LABS INC
COM
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ILLINOIS TOOL WKS INC
COM
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INFOSYS LTD
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INTEL CORP
COM
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COM
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BULSHS 2020 CB
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BULSHS 2021 CB
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BULSHS 2027 CB
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BULSHS 2026 CB
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BULSHS 2025 HY
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
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BULSHS 2024 HY
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
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BULSHS 2023 CB
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BULSHS 2022 HY
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
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INVESCO QQQ TR
UNIT SER 1
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IPG PHOTONICS CORP
COM
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217
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SH
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1355
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ASIA 50 ETF
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CHINA LG-CAP ETF
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MSCI MIN VOL ETF
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USA MOMENTUM FCT
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GOV CRED BD ETF
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US OIL EQ&SV ETF
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10-20 YR TRS ETF
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PFD & INCM SEC
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RUS 1000 VAL ETF
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203
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SH
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S&P 500 GROWTH ETF
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452
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2177
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MSCI WORLD ETF
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262
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MSCI EURZONE ETF
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MSCI ISRAEL ETF
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SELECT DIVID ETF
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TIPS BD ETF
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CORE US AGGBD ETF
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IBOXX INV CP ETF
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GLOBAL TECH
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BARCLAYS 7-10 YR
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1-3 YR TREAS BD
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3394
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MSCI EAFE ETF
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PHLX SEMICND ETF
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NASDAQ BIOTECH
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RUS 1000 GRW ETF
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RUS 1000 ETF
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CORE S&P US GWT
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CORE S&P SCP ETF
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S&P SML 600 GRW
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AGENCY BOND ETF
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MSCI ACWI EX US
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A RATE CP BD ETF
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CORE 1-5 YR USD
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218
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0
0
JOHN HANCOCK EXCHANGE TRADED
MLTDCTR MEDIA
47804J826
456
16758
SH
SOLE
0
16758
0
0
JOHN HANCOCK EXCHANGE TRADED
MLTFACTR UTILS
47804J867
415
14586
SH
SOLE
0
14586
0
0
JOHN HANCOCK EXCHANGE TRADED
MLTFACTR CONSMR
47804J875
456
16164
SH
SOLE
0
16164
0
0
JOHN HANCOCK EXCHANGE TRADED
MLTFACTR INDLS
47804J883
456
13303
SH
SOLE
0
13303
0
0
JOHNSON & JOHNSON
COM
478160104
23433
166631
SH
SOLE
0
166631
0
0
JPMORGAN CHASE & CO
COM
46625H100
1960
20834
SH
SOLE
0
20834
0
0
KIMBERLY CLARK CORP
COM
494368103
995
7042
SH
SOLE
0
7042
0
0
KKR & CO INC
CL A
48251W104
309
10000
SH
SOLE
0
10000
0
0
KRANESHARES TR
CSI CHI INTERNET
500767306
311
5021
SH
SOLE
0
5021
0
0
KRANESHARES TR
BOSERA MSCI CHINA
500767405
556
16400
SH
SOLE
0
16400
0
0
LAM RESEARCH CORP
COM
512807108
1644
5082
SH
SOLE
0
5082
0
0
LILLY ELI & CO
COM
532457108
1349
8216
SH
SOLE
0
8216
0
0
LOCKHEED MARTIN CORP
COM
539830109
535
1465
SH
SOLE
0
1465
0
0
LOWES COS INC
COM
548661107
18129
134173
SH
SOLE
0
134173
0
0
MASTERCARD INC
CL A
57636Q104
2148
7263
SH
SOLE
0
7263
0
0
MCDONALDS CORP
COM
580135101
19474
105566
SH
SOLE
0
105566
0
0
MERCK & CO. INC
COM
58933Y105
11150
144186
SH
SOLE
0
144186
0
0
MICROSOFT CORP
COM
594918104
28373
139417
SH
SOLE
0
139417
0
0
MONDELEZ INTL INC
CL A
609207105
9064
177267
SH
SOLE
0
177267
0
0
NEXTERA ENERGY INC
COM
65339F101
895
3725
SH
SOLE
0
3725
0
0
NORTHROP GRUMMAN CORP
COM
666807102
270
878
SH
SOLE
0
878
0
0
NOVO-NORDISK A S
ADR
670100205
654
9987
SH
SOLE
0
9987
0
0
NUSHARES ETF TR
NUVEEN ENHNC YLD
67092P102
7619
297749
SH
SOLE
0
297749
0
0
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
370
8073
SH
SOLE
0
8073
0
0
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
599
43060
SH
SOLE
0
43060
0
0
NUVEEN MUN CR OPPORTUNITIES
COM
670663103
562
47300
SH
SOLE
0
47300
0
0
NVIDIA CORP
COM
67066G104
740
1948
SH
SOLE
0
1948
0
0
ORACLE CORP
COM
68389X105
232
4206
SH
SOLE
0
4206
0
0
OSHARES ETF TR
OSHARS FTSE US
67110P407
7726
233593
SH
SOLE
0
233593
0
0
PARKER HANNIFIN CORP
COM
701094104
239
1304
SH
SOLE
0
1304
0
0
PAYCHEX INC
COM
704326107
455
6001
SH
SOLE
0
6001
0
0
PAYPAL HLDGS INC
COM
70450Y103
616
3535
SH
SOLE
0
3535
0
0
PEPSICO INC
COM
713448108
15546
117538
SH
SOLE
0
117538
0
0
PFIZER INC
COM
717081103
1114
34055
SH
SOLE
0
34055
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
612
6015
SH
SOLE
0
6015
0
0
PIMCO ETF TR
INTER MUN BD ACT
72201R866
3559
63971
SH
SOLE
0
63971
0
0
PROCTER & GAMBLE CO
COM
742718109
2513
21014
SH
SOLE
0
21014
0
0
PROGRESSIVE CORP OHIO
COM
743315103
816
10186
SH
SOLE
0
10186
0
0
PROSHARES TR
S&P 500 DV ARIST
74348A467
512
7609
SH
SOLE
0
7609
0
0
QUALCOMM INC
COM
747525103
1532
16797
SH
SOLE
0
16797
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
3686
59816
SH
SOLE
0
59816
0
0
REPUBLIC SVCS INC
COM
760759100
316
3852
SH
SOLE
0
3852
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
1451
44379
SH
SOLE
0
44379
0
0
S&P GLOBAL INC
COM
78409V104
786
2386
SH
SOLE
0
2386
0
0
SALESFORCE COM INC
COM
79466L302
357
1907
SH
SOLE
0
1907
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1479
19962
SH
SOLE
0
19962
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
450
8556
SH
SOLE
0
8556
0
0
SCHWAB STRATEGIC TR
FDT EMK LG
808524730
5439
232339
SH
SOLE
0
232339
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
935
18063
SH
SOLE
0
18063
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
905
17535
SH
SOLE
0
17535
0
0
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
17013
231569
SH
SOLE
0
231569
0
0
SHERWIN WILLIAMS CO
COM
824348106
203
351
SH
SOLE
0
351
0
0
SONY CORP
SPONSORED ADR
835699307
6990
101108
SH
SOLE
0
101108
0
0
SOUTHERN CO
COM
842587107
431
8319
SH
SOLE
0
8319
0
0
SSGA ACTIVE TR
SPDR DBLELN SHRT
78470P200
4606
92883
SH
SOLE
0
92883
0
0
SSGA ACTIVE TR
SPDR TR TACTIC
78467V848
12047
243125
SH
SOLE
0
243125
0
0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
UT SER 1
78467X109
524
2031
SH
SOLE
0
2031
0
0
SPDR GOLD SHARES
GOLD SHS
78463V107
245
1462
SH
SOLE
0
1462
0
0
SPDR INDEX SHS FDS
LOW CARBON ETF
78463X194
243
2620
SH
SOLE
0
2620
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
5009
181345
SH
SOLE
0
181345
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1630
34751
SH
SOLE
0
34751
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1291
22910
SH
SOLE
0
22910
0
0
SELECT SECTOR SPDR TR
CONSMR DISC
81369Y407
1377
10782
SH
SOLE
0
10782
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1949
19479
SH
SOLE
0
19479
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
3549
60524
SH
SOLE
0
60524
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
356
15401
SH
SOLE
0
15401
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1343
19548
SH
SOLE
0
19548
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2505
23977
SH
SOLE
0
23977
0
0
SELECT SECTOR SPDR TR
COMM SRVCS
81369Y852
1568
29011
SH
SOLE
0
29011
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
845
24288
SH
SOLE
0
24288
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1574
27886
SH
SOLE
0
27886
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1357
4402
SH
SOLE
0
4402
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2114
6516
SH
SOLE
0
6516
0
0
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
416
13265
SH
SOLE
0
13265
0
0
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
483
15649
SH
SOLE
0
15649
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
511
5599
SH
SOLE
0
5599
0
0
SPDR SERIES TRUST
S&P 600 SML CAP
78464A813
391
6618
SH
SOLE
0
6618
0
0
SPDR SERIES TRUST
S&P BIOTECH
78464A870
481
4297
SH
SOLE
0
4297
0
0
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
1154
37564
SH
SOLE
0
37564
0
0
SPDR SERIES TRUST
NUVEEN BRC MUNIC
78468R721
629
12172
SH
SOLE
0
12172
0
0
SPDR SERIES TRUST
SSGA GNDER ETF
78468R747
257
3610
SH
SOLE
0
3610
0
0
SPROTT PHYSICAL GOLD AND SILVER
TR UNIT
85208R101
16614
983103
SH
SOLE
0
983103
0
0
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
7287
509197
SH
SOLE
0
509197
0
0
STAG INDL INC
COM
85254J102
205
7000
SH
SOLE
0
7000
0
0
STARBUCKS CORP
COM
855244109
345
4683
SH
SOLE
0
4683
0
0
STERIS PLC
SHS USD
G8473T100
286
1861
SH
SOLE
0
1861
0
0
STRYKER CORP
COM
863667101
557
3090
SH
SOLE
0
3090
0
0
TEXAS INSTRS INC
COM
882508104
924
7277
SH
SOLE
0
7277
0
0
THERAPEUTICSMD INC
COM
88338N107
44
35000
SH
SOLE
0
35000
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
210
579
SH
SOLE
0
579
0
0
TJX COS INC
COM
872540109
1542
30504
SH
SOLE
0
30504
0
0
UNION PACIFIC CORP
COM
907818108
1063
6290
SH
SOLE
0
6290
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
222
1994
SH
SOLE
0
1994
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1610
5460
SH
SOLE
0
5460
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
214
1826
SH
SOLE
0
1826
0
0
VANGUARD INDEX FDS
SHORT TRM BOND
921937827
458
5513
SH
SOLE
0
5513
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
23009
81181
SH
SOLE
0
81181
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
8610
109641
SH
SOLE
0
109641
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
356
2174
SH
SOLE
0
2174
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1284
8981
SH
SOLE
0
8981
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
25073
124068
SH
SOLE
0
124068
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
3199
32120
SH
SOLE
0
32120
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
924
5901
SH
SOLE
0
5901
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
636
16050
SH
SOLE
0
16050
0
0
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
8662
79143
SH
SOLE
0
79143
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
360
2200
SH
SOLE
0
2200
0
0
VANGUARD ADMIRAL FDS INC
MIDCAP 400 IDX
921932885
2305
19169
SH
SOLE
0
19169
0
0
VANGUARD ADMIRAL FDS INC
SMALLCAP 600 IDX
921932828
1589
12701
SH
SOLE
0
12701
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
2681
43109
SH
SOLE
0
43109
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
340
1721
SH
SOLE
0
1721
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
546
14070
SH
SOLE
0
14070
0
0
VERASTEM INC
COM
92337C104
31
18000
SH
SOLE
0
18000
0
0
VERISIGN INC
COM
92343E102
334
1613
SH
SOLE
0
1613
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1400
25399
SH
SOLE
0
25399
0
0
VISA INC
CL A
92826C839
16381
84800
SH
SOLE
0
84800
0
0
WALMART INC
COM
931142103
592
4943
SH
SOLE
0
4943
0
0
WISDOMTREE TR
CHINA DIV EX FIN
97717X719
2819
29371
SH
SOLE
0
29371
0
0
WISDOMTREE TR
EM EX-ST OWNED
97717X578
4684
156623
SH
SOLE
0
156623
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
7303
160547
SH
SOLE
0
160547
0
0