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
JOHNSON CTLS INTL PLC SHS G51502105 2,532 52,883 SH   SOLE   52,883 0 0
LINDE PLC SHS G5494J103 203 706 SH   SOLE   706 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 9,846 80,848 SH   SOLE   80,848 0 0
ABBOTT LABS COM 002824100 504 4,636 SH   SOLE   4,636 0 0
ABIOMED INC COM 003654100 239 967 SH   SOLE   967 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,179 5,952 SH   SOLE   5,952 0 0
AIRBNB INC COM CL A 009066101 1,970 22,114 SH   SOLE   22,114 0 0
ALPHABET INC CAP STK CL C 02079K107 16,430 7,511 SH   SOLE   7,511 0 0
ALPHABET INC CAP STK CL A 02079K305 2,787 1,279 SH   SOLE   1,279 0 0
AMAZON COM INC COM 023135106 1,406 13,235 SH   SOLE   13,235 0 0
AMGEN INC COM 031162100 13,771 56,601 SH   SOLE   56,601 0 0
APPLE INC COM 037833100 25,329 185,261 SH   SOLE   185,261 0 0
APPLIED MATLS INC COM 038222105 240 2,640 SH   SOLE   2,640 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 326 1,552 SH   SOLE   1,552 0 0
BANK OZK COM 06417N103 18,656 497,106 SH   SOLE   497,106 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,034 69,716 SH   SOLE   69,716 0 0
BOOKING HOLDINGS INC COM 09857L108 1,445 826 SH   SOLE   826 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,635 40,233 SH   SOLE   40,233 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 5,052 141,863 SH   SOLE   141,863 0 0
CDW CORP COM 12514G108 13,198 83,764 SH   SOLE   83,764 0 0
CHEMED CORP NEW COM 16359R103 11,761 25,055 SH   SOLE   25,055 0 0
CHEVRON CORP NEW COM 166764100 495 3,416 SH   SOLE   3,416 0 0
CINTAS CORP COM 172908105 12,130 32,473 SH   SOLE   32,473 0 0
CITIGROUP INC COM NEW 172967424 489 10,630 SH   SOLE   10,630 0 0
COCA COLA CO COM 191216100 236 3,746 SH   SOLE   3,746 0 0
CONOCOPHILLIPS COM 20825C104 279 3,104 SH   SOLE   3,104 0 0
CORE SCIENTIFIC INC COMMON STOCK 21873J108 2,634 1,768,072 SH   SOLE   1,768,072 0 0
COSTCO WHSL CORP NEW COM 22160K105 324 676 SH   SOLE   676 0 0
DISNEY WALT CO COM 254687106 7,797 82,591 SH   SOLE   82,591 0 0
DOMINION ENERGY INC COM 25746U109 208 2,612 SH   SOLE   2,612 0 0
EASTERN BANKSHARES INC COM 27627N105 581 31,500 SH   SOLE   31,500 0 0
ENTERPRISE BANCORP INC MASS COM 293668109 235 7,308 SH   SOLE   7,308 0 0
EXXON MOBIL CORP COM 30231G102 560 6,545 SH   SOLE   6,545 0 0
META PLATFORMS INC CL A 30303M102 1,481 9,184 SH   SOLE   9,184 0 0
FEDEX CORP COM 31428X106 14,584 64,330 SH   SOLE   64,330 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 15,367 106,568 SH   SOLE   106,568 0 0
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 223 4,273 SH   SOLE   4,273 0 0
FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 35473P678 2,271 101,884 SH   SOLE   101,884 0 0
FREEPORT-MCMORAN INC CL B 35671D857 769 26,278 SH   SOLE   26,278 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,340 8,220 SH   SOLE   8,220 0 0
GENERAC HLDGS INC COM 368736104 4,212 20,004 SH   SOLE   20,004 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 17,337 315,443 SH   SOLE   315,443 0 0
HAGERTY INC CL A COM 405166109 2,053 178,719 SH   SOLE   178,719 0 0
HEXCEL CORP NEW COM 428291108 6,409 122,522 SH   SOLE   122,522 0 0
HOME DEPOT INC COM 437076102 9,918 36,161 SH   SOLE   36,161 0 0
IDEXX LABS INC COM 45168D104 1,342 3,825 SH   SOLE   3,825 0 0
INSULET CORP COM 45784P101 1,341 6,151 SH   SOLE   6,151 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 437 1,559 SH   SOLE   1,559 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 6,337 47,209 SH   SOLE   47,209 0 0
INVESCO EXCH TRADED FD TR II GBL SRT TRM HY 46138E669 7,040 365,320 SH   SOLE   365,320 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 5,051 70,749 SH   SOLE   70,749 0 0
INVESCO EXCH TRD SLF IDX FD BULLSHS 23 USD 46138J668 2,743 118,197 SH   SOLE   118,197 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 701 36,383 SH   SOLE   36,383 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 937 45,824 SH   SOLE   45,824 0 0
ISHARES INC MSCI FRONTIER 464286145 4,323 161,202 SH   SOLE   161,202 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,115 2,941 SH   SOLE   2,941 0 0
ISHARES TR S&P 500 VAL ETF 464287408 432 3,142 SH   SOLE   3,142 0 0
ISHARES TR S&P SML 600 GWT 464287887 229 2,173 SH   SOLE   2,173 0 0
ISHARES TR MBS ETF 464288588 6,334 64,966 SH   SOLE   64,966 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 1,129 22,328 SH   SOLE   22,328 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 810 6,785 SH   SOLE   6,785 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 261 5,222 SH   SOLE   5,222 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 2,695 24,118 SH   SOLE   24,118 0 0
ISHARES TR MSCI USA VALUE 46432F388 1,167 12,891 SH   SOLE   12,891 0 0
ISHARES TR MSCI USA MMENTM 46432F396 648 4,755 SH   SOLE   4,755 0 0
ISHARES TR CORE MSCI EAFE 46432F842 1,785 30,324 SH   SOLE   30,324 0 0
ISHARES INC CORE MSCI EMKT 46434G103 668 13,621 SH   SOLE   13,621 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 622 19,254 SH   SOLE   19,254 0 0
ISHARES TR INTL EQTY FACTOR 46434V274 670 28,482 SH   SOLE   28,482 0 0
ISHARES TR 0-5YR HI YL CP 46434V407 868 21,398 SH   SOLE   21,398 0 0
ISHARES TR MSCI INTL MOMENT 46434V449 6,956 232,393 SH   SOLE   232,393 0 0
ISHARES TR IBONDS 27 ETF 46435UAA9 594 24,864 SH   SOLE   24,864 0 0
ISHARES TR IBDS DEC28 ETF 46435U515 354 14,175 SH   SOLE   14,175 0 0
JPMORGAN CHASE & CO COM 46625H100 13,797 122,520 SH   SOLE   122,520 0 0
JOHN HANCOCK EXCHANGE TRADED MORTGAGE BACKED 47804J792 7,063 316,564 SH   SOLE   316,564 0 0
JOHNSON & JOHNSON COM 478160104 1,060 5,970 SH   SOLE   5,970 0 0
KRAFT HEINZ CO COM 500754106 5,041 132,181 SH   SOLE   132,181 0 0
LAUDER ESTEE COS INC CL A 518439104 215 844 SH   SOLE   844 0 0
LILLY ELI & CO COM 532457108 929 2,865 SH   SOLE   2,865 0 0
LOVESAC COMPANY COM 54738L109 874 31,764 SH   SOLE   31,764 0 0
LOWES COS INC COM 548661107 660 3,779 SH   SOLE   3,779 0 0
MASTERCARD INCORPORATED CL A 57636Q104 281 891 SH   SOLE   891 0 0
MCDONALDS CORP COM 580135101 385 1,561 SH   SOLE   1,561 0 0
MERCADOLIBRE INC COM 58733R102 7,789 12,230 SH   SOLE   12,230 0 0
MICROSOFT CORP COM 594918104 1,955 7,611 SH   SOLE   7,611 0 0
NEWMONT CORP COM 651639106 13,128 220,006 SH   SOLE   220,006 0 0
NEXTERA ENERGY INC COM 65339F101 2,712 35,016 SH   SOLE   35,016 0 0
NOVO-NORDISK A S ADR 670100205 9,264 83,134 SH   SOLE   83,134 0 0
NVIDIA CORPORATION COM 67066G104 1,077 7,103 SH   SOLE   7,103 0 0
OMNICOM GROUP INC COM 681919106 11,851 186,301 SH   SOLE   186,301 0 0
ORACLE CORP COM 68389X105 1,434 20,520 SH   SOLE   20,520 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,469 12,384 SH   SOLE   12,384 0 0
PAYCHEX INC COM 704326107 234 2,054 SH   SOLE   2,054 0 0
PEPSICO INC COM 713448108 599 3,594 SH   SOLE   3,594 0 0
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 1,139 12,871 SH   SOLE   12,871 0 0
PROCTER AND GAMBLE CO COM 742718109 1,397 9,718 SH   SOLE   9,718 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,817 49,256 SH   SOLE   49,256 0 0
ROLLINS INC COM 775711104 2,784 79,718 SH   SOLE   79,718 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 206 546 SH   SOLE   546 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,209 24,987 SH   SOLE   24,987 0 0
SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 681 12,072 SH   SOLE   12,072 0 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 742 21,329 SH   SOLE   21,329 0 0
SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 1,844 37,906 SH   SOLE   37,906 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1,925 66,732 SH   SOLE   66,732 0 0
SPDR SER TR PORTFOLIO INTRMD 78464A375 10,268 314,694 SH   SOLE   314,694 0 0
SPDR SER TR PORTFOLI S&P1500 78464A805 2,348 50,506 SH   SOLE   50,506 0 0
SPDR SER TR S&P 400 MDCP GRW 78464A821 224 3,667 SH   SOLE   3,667 0 0
SPDR SER TR BLOOMBERG INVT 78468R200 770 25,571 SH   SOLE   25,571 0 0
SPDR SER TR S&P KENSHO NEW 78468R648 362 8,923 SH   SOLE   8,923 0 0
SALESFORCE INC COM 79466L302 2,800 16,968 SH   SOLE   16,968 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 358 8,102 SH   SOLE   8,102 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4,446 99,550 SH   SOLE   99,550 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 413 7,118 SH   SOLE   7,118 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 792 20,320 SH   SOLE   20,320 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8,539 336,443 SH   SOLE   336,443 0 0
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 9,057 349,305 SH   SOLE   349,305 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1,885 61,981 SH   SOLE   61,981 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 17,104 604,171 SH   SOLE   604,171 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 3,808 84,159 SH   SOLE   84,159 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 13,550 266,207 SH   SOLE   266,207 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,842 90,355 SH   SOLE   90,355 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 364 7,602 SH   SOLE   7,602 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 367 6,583 SH   SOLE   6,583 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1,823 58,375 SH   SOLE   58,375 0 0
SERVICENOW INC COM 81762P102 2,927 6,156 SH   SOLE   6,156 0 0
SHERWIN WILLIAMS CO COM 824348106 2,338 10,442 SH   SOLE   10,442 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 13,316 162,844 SH   SOLE   162,844 0 0
STRYKER CORPORATION COM 863667101 220 1,106 SH   SOLE   1,106 0 0
SYSCO CORP COM 871829107 13,257 156,502 SH   SOLE   156,502 0 0
TJX COS INC NEW COM 872540109 12,347 221,079 SH   SOLE   221,079 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11,286 138,054 SH   SOLE   138,054 0 0
TESLA INC COM 88160R101 5,707 8,475 SH   SOLE   8,475 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 562 1,035 SH   SOLE   1,035 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 1,921 29,298 SH   SOLE   29,298 0 0
TYLER TECHNOLOGIES INC COM 902252105 2,738 8,236 SH   SOLE   8,236 0 0
UNION PAC CORP COM 907818108 201 942 SH   SOLE   942 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 391 57,751 SH   SOLE   57,751 0 0
UNITED PARCEL SERVICE INC CL B 911312106 421 2,305 SH   SOLE   2,305 0 0
UNITEDHEALTH GROUP INC COM 91324P102 673 1,310 SH   SOLE   1,310 0 0
VANECK ETF TR GOLD MINERS ETF 92189F106 1,678 61,278 SH   SOLE   61,278 0 0
VANGUARD WELLINGTON FD US MOMENTUM 921935508 10,423 97,795 SH   SOLE   97,795 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 399 7,961 SH   SOLE   7,961 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6,125 80,320 SH   SOLE   80,320 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,065 6,050 SH   SOLE   6,050 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,054 217,816 SH   SOLE   217,816 0 0
VISA INC COM CL A 92826C839 13,149 66,786 SH   SOLE   66,786 0 0
WALMART INC COM 931142103 206 1,697 SH   SOLE   1,697 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 291 8,800 SH   SOLE   8,800 0 0
WISDOMTREE TR EM EX ST-OWNED 97717X578 239 8,348 SH   SOLE   8,348 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 11,859 235,631 SH   SOLE   235,631 0 0
WISDOMTREE TR US MULTIFACTOR 97717Y857 2,478 68,368 SH   SOLE   68,368 0 0
WORLD GOLD TR SPDR GLD MINIS 98149E303 2,371 66,068 SH   SOLE   66,068 0 0