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 2,610 53,028 SH   SOLE   53,028 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 8,919 79,619 SH   SOLE   79,619 0 0
ABBOTT LABS COM 002824100 448 4,632 SH   SOLE   4,632 0 0
ABIOMED INC COM 003654100 238 967 SH   SOLE   967 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,565 5,687 SH   SOLE   5,687 0 0
AIRBNB INC COM CL A 009066101 2,374 22,603 SH   SOLE   22,603 0 0
ALPHABET INC CAP STK CL C 02079K107 14,632 152,178 SH   SOLE   152,178 0 0
ALPHABET INC CAP STK CL A 02079K305 2,481 25,940 SH   SOLE   25,940 0 0
AMAZON COM INC COM 023135106 1,174 10,392 SH   SOLE   10,392 0 0
AMGEN INC COM 031162100 12,722 56,443 SH   SOLE   56,443 0 0
APPLE INC COM 037833100 25,458 184,212 SH   SOLE   184,212 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 351 1,552 SH   SOLE   1,552 0 0
BANK OZK COM 06417N103 19,708 498,188 SH   SOLE   498,188 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,809 70,441 SH   SOLE   70,441 0 0
BOOKING HOLDINGS INC COM 09857L108 1,282 780 SH   SOLE   780 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,621 39,211 SH   SOLE   39,211 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 4,591 140,481 SH   SOLE   140,481 0 0
CDW CORP COM 12514G108 13,096 83,908 SH   SOLE   83,908 0 0
CHEMED CORP NEW COM 16359R103 11,483 26,304 SH   SOLE   26,304 0 0
CHEVRON CORP NEW COM 166764100 426 2,968 SH   SOLE   2,968 0 0
CINTAS CORP COM 172908105 12,566 32,372 SH   SOLE   32,372 0 0
CITIGROUP INC COM NEW 172967424 448 10,739 SH   SOLE   10,739 0 0
COCA COLA CO COM 191216100 213 3,809 SH   SOLE   3,809 0 0
CONOCOPHILLIPS COM 20825C104 318 3,104 SH   SOLE   3,104 0 0
CORE SCIENTIFIC INC COMMON STOCK 21873J108 2,298 1,768,072 SH   SOLE   1,768,072 0 0
COSTCO WHSL CORP NEW COM 22160K105 378 801 SH   SOLE   801 0 0
DISNEY WALT CO COM 254687106 8,659 91,795 SH   SOLE   91,795 0 0
EASTERN BANKSHARES INC COM 27627N105 619 31,500 SH   SOLE   31,500 0 0
ENTERPRISE BANCORP INC MASS COM 293668109 219 7,308 SH   SOLE   7,308 0 0
EXXON MOBIL CORP COM 30231G102 435 4,983 SH   SOLE   4,983 0 0
FTI CONSULTING INC COM 302941109 1,819 10,977 SH   SOLE   10,977 0 0
META PLATFORMS INC CL A 30303M102 1,096 8,076 SH   SOLE   8,076 0 0
FEDEX CORP COM 31428X106 10,087 67,937 SH   SOLE   67,937 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 13,290 101,797 SH   SOLE   101,797 0 0
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 233 4,094 SH   SOLE   4,094 0 0
FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 35473P678 2,147 109,717 SH   SOLE   109,717 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,407 8,220 SH   SOLE   8,220 0 0
GENERAC HLDGS INC COM 368736104 2,073 11,636 SH   SOLE   11,636 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 19,472 333,308 SH   SOLE   333,308 0 0
HAGERTY INC CL A COM 405166109 1,605 178,486 SH   SOLE   178,486 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 1,291 32,649 SH   SOLE   32,649 0 0
HEXCEL CORP NEW COM 428291108 6,851 132,472 SH   SOLE   132,472 0 0
HOME DEPOT INC COM 437076102 9,968 36,125 SH   SOLE   36,125 0 0
IDEXX LABS INC COM 45168D104 1,216 3,731 SH   SOLE   3,731 0 0
INSULET CORP COM 45784P101 2,593 11,302 SH   SOLE   11,302 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 399 1,492 SH   SOLE   1,492 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5,507 43,265 SH   SOLE   43,265 0 0
INVESCO EXCH TRADED FD TR II GBL SRT TRM HY 46138E669 7,716 407,309 SH   SOLE   407,309 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 4,339 58,942 SH   SOLE   58,942 0 0
INVESCO EXCH TRD SLF IDX FD BULLSHS 23 USD 46138J668 2,760 119,330 SH   SOLE   119,330 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 666 35,721 SH   SOLE   35,721 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 921 46,165 SH   SOLE   46,165 0 0
ISHARES INC MSCI FRONTIER 464286145 1,859 76,347 SH   SOLE   76,347 0 0
ISHARES TR CORE S&P500 ETF 464287200 905 2,522 SH   SOLE   2,522 0 0
ISHARES TR S&P 500 VAL ETF 464287408 400 3,115 SH   SOLE   3,115 0 0
ISHARES TR S&P SML 600 GWT 464287887 212 2,090 SH   SOLE   2,090 0 0
ISHARES TR MBS ETF 464288588 277 3,029 SH   SOLE   3,029 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 1,112 22,559 SH   SOLE   22,559 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 791 6,924 SH   SOLE   6,924 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 245 4,876 SH   SOLE   4,876 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 2,504 24,087 SH   SOLE   24,087 0 0
ISHARES TR MSCI USA VALUE 46432F388 1,098 13,415 SH   SOLE   13,415 0 0
ISHARES TR MSCI USA MMENTM 46432F396 395 3,014 SH   SOLE   3,014 0 0
ISHARES TR CORE MSCI EAFE 46432F842 1,423 27,013 SH   SOLE   27,013 0 0
ISHARES INC CORE MSCI EMKT 46434G103 694 16,137 SH   SOLE   16,137 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 525 18,968 SH   SOLE   18,968 0 0
ISHARES TR INTL EQTY FACTOR 46434V274 512 24,458 SH   SOLE   24,458 0 0
ISHARES TR 0-5YR HI YL CP 46434V407 877 21,959 SH   SOLE   21,959 0 0
ISHARES TR MSCI INTL MOMENT 46434V449 7,420 276,252 SH   SOLE   276,252 0 0
ISHARES TR IBONDS 27 ETF 46435UAA9 573 24,922 SH   SOLE   24,922 0 0
ISHARES TR IBDS DEC28 ETF 46435U515 345 14,487 SH   SOLE   14,487 0 0
JPMORGAN CHASE & CO COM 46625H100 12,151 116,281 SH   SOLE   116,281 0 0
JOHN HANCOCK EXCHANGE TRADED MORTGAGE BACKED 47804J792 7,208 337,748 SH   SOLE   337,748 0 0
JOHNSON & JOHNSON COM 478160104 976 5,976 SH   SOLE   5,976 0 0
KRAFT HEINZ CO COM 500754106 4,620 138,525 SH   SOLE   138,525 0 0
LILLY ELI & CO COM 532457108 926 2,865 SH   SOLE   2,865 0 0
LOVESAC COMPANY COM 54738L109 652 31,981 SH   SOLE   31,981 0 0
LOWES COS INC COM 548661107 712 3,790 SH   SOLE   3,790 0 0
MASTERCARD INCORPORATED CL A 57636Q104 258 909 SH   SOLE   909 0 0
MCDONALDS CORP COM 580135101 357 1,546 SH   SOLE   1,546 0 0
MERCADOLIBRE INC COM 58733R102 9,975 12,050 SH   SOLE   12,050 0 0
MICROSOFT CORP COM 594918104 3,359 14,421 SH   SOLE   14,421 0 0
NEWMONT CORP COM 651639106 8,117 193,118 SH   SOLE   193,118 0 0
NEXTERA ENERGY INC COM 65339F101 2,777 35,422 SH   SOLE   35,422 0 0
NIKE INC CL B 654106103 4,087 49,167 SH   SOLE   49,167 0 0
NOVO-NORDISK A S ADR 670100205 7,909 79,383 SH   SOLE   79,383 0 0
NVIDIA CORPORATION COM 67066G104 885 7,287 SH   SOLE   7,287 0 0
OMNICOM GROUP INC COM 681919106 11,933 189,137 SH   SOLE   189,137 0 0
ORACLE CORP COM 68389X105 1,245 20,392 SH   SOLE   20,392 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,077 12,356 SH   SOLE   12,356 0 0
PAYCHEX INC COM 704326107 222 1,974 SH   SOLE   1,974 0 0
PEPSICO INC COM 713448108 595 3,644 SH   SOLE   3,644 0 0
PROCTER AND GAMBLE CO COM 742718109 1,232 9,760 SH   SOLE   9,760 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,826 50,329 SH   SOLE   50,329 0 0
ROLLINS INC COM 775711104 3,435 99,047 SH   SOLE   99,047 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 200 561 SH   SOLE   561 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,813 24,651 SH   SOLE   24,651 0 0
SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 572 11,263 SH   SOLE   11,263 0 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 627 20,212 SH   SOLE   20,212 0 0
SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 1,684 36,964 SH   SOLE   36,964 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1,639 63,542 SH   SOLE   63,542 0 0
SPDR SER TR PORTFOLIO INTRMD 78464A375 9,056 289,149 SH   SOLE   289,149 0 0
SPDR SER TR PORTFOLIO SHORT 78464A474 263 9,013 SH   SOLE   9,013 0 0
SPDR SER TR PORTFOLI S&P1500 78464A805 2,329 52,789 SH   SOLE   52,789 0 0
SPDR SER TR S&P 400 MDCP GRW 78464A821 211 3,498 SH   SOLE   3,498 0 0
SPDR SER TR BLOOMBERG INVT 78468R200 693 22,876 SH   SOLE   22,876 0 0
SPDR SER TR S&P KENSHO NEW 78468R648 336 8,712 SH   SOLE   8,712 0 0
SALESFORCE INC COM 79466L302 2,226 15,474 SH   SOLE   15,474 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 311 7,415 SH   SOLE   7,415 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4,047 95,550 SH   SOLE   95,550 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 395 7,075 SH   SOLE   7,075 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 619 16,368 SH   SOLE   16,368 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7,486 334,187 SH   SOLE   334,187 0 0
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 8,092 345,223 SH   SOLE   345,223 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1,657 60,934 SH   SOLE   60,934 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 14,773 587,386 SH   SOLE   587,386 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 3,276 77,044 SH   SOLE   77,044 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 11,754 246,111 SH   SOLE   246,111 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,377 84,489 SH   SOLE   84,489 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 284 6,260 SH   SOLE   6,260 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4,344 90,011 SH   SOLE   90,011 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 293 5,666 SH   SOLE   5,666 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1,635 58,909 SH   SOLE   58,909 0 0
SERVICENOW INC COM 81762P102 2,239 5,929 SH   SOLE   5,929 0 0
SHERWIN WILLIAMS CO COM 824348106 2,195 10,719 SH   SOLE   10,719 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 10,658 166,403 SH   SOLE   166,403 0 0
SYSCO CORP COM 871829107 11,296 159,749 SH   SOLE   159,749 0 0
TJX COS INC NEW COM 872540109 13,902 223,796 SH   SOLE   223,796 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,711 141,640 SH   SOLE   141,640 0 0
TESLA INC COM 88160R101 6,644 25,048 SH   SOLE   25,048 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 538 1,060 SH   SOLE   1,060 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 930 15,165 SH   SOLE   15,165 0 0
TYLER TECHNOLOGIES INC COM 902252105 2,896 8,335 SH   SOLE   8,335 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 322 57,751 SH   SOLE   57,751 0 0
UNITED PARCEL SERVICE INC CL B 911312106 381 2,360 SH   SOLE   2,360 0 0
UNITEDHEALTH GROUP INC COM 91324P102 784 1,552 SH   SOLE   1,552 0 0
VANGUARD WELLINGTON FD US MOMENTUM 921935508 12,638 119,496 SH   SOLE   119,496 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 321 6,677 SH   SOLE   6,677 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6,753 90,909 SH   SOLE   90,909 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,034 6,050 SH   SOLE   6,050 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,095 213,198 SH   SOLE   213,198 0 0
VISA INC COM CL A 92826C839 11,970 67,380 SH   SOLE   67,380 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 251 8,800 SH   SOLE   8,800 0 0
WISDOMTREE TR EM EX ST-OWNED 97717X578 327 13,276 SH   SOLE   13,276 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 7,425 147,666 SH   SOLE   147,666 0 0
WISDOMTREE TR US MULTIFACTOR 97717Y857 2,445 71,575 SH   SOLE   71,575 0 0
WORLD GOLD TR SPDR GLD MINIS 98149E303 2,256 68,391 SH   SOLE   68,391 0 0