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
3M Company COM 88579Y101 4,497 25,316 SH   SOLE   25,316 0 0
ABB Ltd. Sponsored ADR SPONSORED ADR 000375204 510 13,366 SH   SOLE   13,366 0 0
Abbott Laboratories COM 002824100 14,419 102,450 SH   SOLE   102,450 0 0
AbbVie, Inc. COM 00287Y109 11,684 86,295 SH   SOLE   86,295 0 0
Accenture Plc Class A SHS CLASS A G1151C101 1,959 4,725 SH   SOLE   4,725 0 0
Adobe Inc. COM 00724F101 14,715 25,950 SH   SOLE   25,950 0 0
Aflac Incorporated COM 001055102 2,430 41,614 SH   SOLE   41,614 0 0
Air Products and Chemicals, Inc. COM 009158106 24,026 78,964 SH   SOLE   78,964 0 0
Alcon, Inc. ORD SHS H01301128 2,830 32,484 SH   SOLE   32,484 0 0
Align Technology, Inc. COM 016255101 698 1,062 SH   SOLE   1,062 0 0
Allegion PLC ORD SHS G0176J109 626 4,728 SH   SOLE   4,728 0 0
Alphabet Inc. Class A CAP STK CL A 02079K305 7,425 2,563 SH   SOLE   2,563 0 0
Alphabet Inc. Class C CAP STK CL C 02079K107 27,784 9,602 SH   SOLE   9,602 0 0
Altria Group Inc COM 02209S103 884 18,646 SH   SOLE   18,646 0 0
Amazon.com, Inc. COM 023135106 41,669 12,497 SH   SOLE   12,497 0 0
American Express Company COM 025816109 1,736 10,613 SH   SOLE   10,613 0 0
American Tower Corporation COM 03027X100 32,657 111,649 SH   SOLE   111,649 0 0
American Water Works Co Inc COM 030420103 637 3,372 SH   SOLE   3,372 0 0
Amgen Inc. COM 031162100 2,100 9,335 SH   SOLE   9,335 0 0
Analog Devices, Inc. COM 032654105 2,560 14,562 SH   SOLE   14,562 0 0
ANSYS, Inc. COM 03662Q105 40,138 100,066 SH   SOLE   100,066 0 0
Antero Midstream Corp. COM 03676B102 145 15,000 SH   SOLE   15,000 0 0
Apple Inc. COM 037833100 80,275 452,078 SH   SOLE   452,078 0 0
Applied Materials, Inc. COM 038222105 844 5,363 SH   SOLE   5,363 0 0
Aptargroup, Inc. COM 038336103 20,819 169,979 SH   SOLE   169,979 0 0
AT&T Inc. COM 00206R102 620 25,207 SH   SOLE   25,207 0 0
Athersys Inc New Com COM 04744L106 22 24,000 SH   SOLE   24,000 0 0
Automatic Data Processing, Inc. COM 053015103 22,239 90,188 SH   SOLE   90,188 0 0
Avery Dennison Corporation COM 053611109 739 3,410 SH   SOLE   3,410 0 0
Bank of New York Mellon Corporation COM 064058100 862 14,845 SH   SOLE   14,845 0 0
Baxter International Inc. COM 718131097 718 8,368 SH   SOLE   8,368 0 0
Becton, Dickinson and Company COM 075887109 6,167 24,524 SH   SOLE   24,524 0 0
Berkshire Hathaway Inc. Class A CL A 084670108 1,352 3 SH   SOLE   3 0 0
Berkshire Hathaway Inc. Class B CL B NEW 084670702 20,472 68,468 SH   SOLE   68,468 0 0
Blackstone Group Inc. Class A COM CL A 09260D107 472 3,646 SH   SOLE   3,646 0 0
Block, Inc CL A 852234103 1,310 8,108 SH   SOLE   8,108 0 0
Boston Scientific Corporation COM 101137107 461 10,844 SH   SOLE   10,844 0 0
Bristol-Myers Squibb Company COM 110122108 1,741 27,927 SH   SOLE   27,927 0 0
C.H. Robinson Worldwide, Inc. COM NEW 12541W209 902 8,378 SH   SOLE   8,378 0 0
California Water Service Group COM 130788102 278 3,865 SH   SOLE   3,865 0 0
Cambridge Bancorp COM 132152109 1,233 13,179 SH   SOLE   13,179 0 0
CDK Global, Inc. COM 12508E101 208 4,986 SH   SOLE   4,986 0 0
Chevron Corporation COM 166764100 6,965 59,350 SH   SOLE   59,350 0 0
Church & Dwight Co., Inc. COM 171340102 708 6,909 SH   SOLE   6,909 0 0
Cisco Systems, Inc. COM 17275R102 3,381 53,346 SH   SOLE   53,346 0 0
Clorox Company COM 189054109 3,218 18,456 SH   SOLE   18,456 0 0
Coca-Cola Company COM 191216100 2,756 46,554 SH   SOLE   46,554 0 0
Cognizant Technology Solutions Corporation Class A CL A 192446102 277 3,120 SH   SOLE   3,120 0 0
Coherent, Inc. COM 192479103 320 1,202 SH   SOLE   1,202 0 0
Colgate-Palmolive Company COM 194162103 2,696 31,586 SH   SOLE   31,586 0 0
Comcast Corporation Class A CL A 20030N101 3,897 77,425 SH   SOLE   77,425 0 0
Conocophillips COM 20825C104 684 9,474 SH   SOLE   9,474 0 0
Constellation Brands, Inc. Class A CL A 21036P108 660 2,630 SH   SOLE   2,630 0 0
Copart, Inc. COM 217204106 235 1,548 SH   SOLE   1,548 0 0
Corning Inc COM 219350105 1,502 40,336 SH   SOLE   40,336 0 0
Costco Wholesale Corporation COM 22160K105 4,698 8,276 SH   SOLE   8,276 0 0
Crispr Therapeutics AG NAMEN AKT H17182108 724 9,550 SH   SOLE   9,550 0 0
CrowdStrike Holdings, Inc. Class A CL A 22788C105 283 1,383 SH   SOLE   1,383 0 0
Crown Castle International Corp COM 22822V101 202 966 SH   SOLE   966 0 0
CVS Health Corporation COM 126650100 15,523 150,479 SH   SOLE   150,479 0 0
Danaher Corporation COM 235851102 14,719 44,736 SH   SOLE   44,736 0 0
Deere & Company COM 244199105 403 1,175 SH   SOLE   1,175 0 0
Dentsply Sirona, Inc. COM 24906P109 1,254 22,484 SH   SOLE   22,484 0 0
Diageo PLC Sponsored ADR SPON ADR NEW 25243Q205 2,571 11,679 SH   SOLE   11,679 0 0
Dollar Tree, Inc. COM 256746108 8,111 57,722 SH   SOLE   57,722 0 0
Dominion Energy Inc COM 25746U109 1,449 18,448 SH   SOLE   18,448 0 0
Dover Corporation COM 260003108 570 3,141 SH   SOLE   3,141 0 0
Dow, Inc. COM 260557103 271 4,777 SH   SOLE   4,777 0 0
DuPont de Nemours, Inc. COM 26614N102 357 4,418 SH   SOLE   4,418 0 0
Eaton Corp. PLC SHS G29183103 269 1,557 SH   SOLE   1,557 0 0
Ecolab Inc. COM 278865100 25,819 110,059 SH   SOLE   110,059 0 0
Eli Lilly and Company COM 532457108 2,597 9,401 SH   SOLE   9,401 0 0
Emerson Electric Co. COM 291011104 928 9,984 SH   SOLE   9,984 0 0
Enanta Pharmaceuticals, Inc. COM 29251M106 213 2,850 SH   SOLE   2,850 0 0
Envista Holdings Corp. COM 29415F104 384 8,514 SH   SOLE   8,514 0 0
EOG Resources, Inc. COM 26875P101 3,235 36,418 SH   SOLE   36,418 0 0
Estee Lauder Companies Inc. Class A CL A 518439104 641 1,731 SH   SOLE   1,731 0 0
Eversource Energy COM 30040W108 532 5,847 SH   SOLE   5,847 0 0
Exxon Mobil Corporation COM 30231G102 2,223 36,334 SH   SOLE   36,334 0 0
Facebook, Inc. Class A CL A 30303M102 1,279 3,803 SH   SOLE   3,803 0 0
Fastenal Company COM 311900104 445 6,950 SH   SOLE   6,950 0 0
FedEx Corporation COM 31428X106 2,937 11,357 SH   SOLE   11,357 0 0
Ferrari NV COM N3167Y103 203 785 SH   SOLE   785 0 0
Fidelity National Information Services, Inc. COM 31620M106 631 5,778 SH   SOLE   5,778 0 0
First Republic Bank COM 33616C100 30,737 148,840 SH   SOLE   148,840 0 0
First Solar, Inc. COM 336433107 258 2,963 SH   SOLE   2,963 0 0
Fiserv, Inc. COM 337738108 533 5,139 SH   SOLE   5,139 0 0
Flextronics Int'l LTD ORD Y2573F102 297 16,217 SH   SOLE   16,217 0 0
Fortive Corp. COM 34959J108 618 8,106 SH   SOLE   8,106 0 0
GATX Corporation COM 361448103 428 4,104 SH   SOLE   4,104 0 0
Generac Holdings Inc. COM 368736104 266 755 SH   SOLE   755 0 0
General Mills, Inc. COM 370334104 5,886 87,350 SH   SOLE   87,350 0 0
Gilead Sciences, Inc. COM 375558103 1,598 22,005 SH   SOLE   22,005 0 0
GlaxoSmithKline plc Sponsored ADR SPONSORED ADR 37733W105 233 5,281 SH   SOLE   5,281 0 0
Global Payments Inc. COM 37940X102 218 1,610 SH   SOLE   1,610 0 0
Globalstar, Inc. COM 378973408 12 10,000 SH   SOLE   10,000 0 0
H&R Block, Inc. COM 936711050 212 9,000 SH   SOLE   9,000 0 0
Health Catalyst, Inc. COM 42225T107 437 11,024 SH   SOLE   11,024 0 0
Hologic, Inc. COM 436440101 1,728 22,573 SH   SOLE   22,573 0 0
Home Depot, Inc. COM 437076102 9,562 23,041 SH   SOLE   23,041 0 0
Honeywell International Inc. COM 438516106 1,375 6,594 SH   SOLE   6,594 0 0
Hubbell Incorporated Class B COM 443510607 2,605 12,506 SH   SOLE   12,506 0 0
IDEXX Laboratories, Inc. COM 45168D104 13,409 20,364 SH   SOLE   20,364 0 0
Illinois Tool Works Inc. COM 452308109 2,913 11,802 SH   SOLE   11,802 0 0
Illumina, Inc. COM 452327109 2,401 6,310 SH   SOLE   6,310 0 0
Ingersoll Rand Inc. COM 45687V106 740 11,954 SH   SOLE   11,954 0 0
Intel Corporation COM 458140100 3,625 70,395 SH   SOLE   70,395 0 0
International Business Machines Corporation COM 459200101 897 6,711 SH   SOLE   6,711 0 0
International Flavors & Fragrances Inc. COM 459506101 2,396 15,906 SH   SOLE   15,906 0 0
Intuit Inc. COM 461202103 1,289 2,004 SH   SOLE   2,004 0 0
Intuitive Surgical, Inc. COM NEW 46120E602 323 899 SH   SOLE   899 0 0
Invesco QQQ Trust UNIT SER 1 46090E103 11,419 28,702 SH   SOLE   28,702 0 0
Invesco Variable Rate Preferred ETF VAR RATE PFD 46138G870 8,702 335,717 SH   SOLE   335,717 0 0
Iqvia Holdings Inc COM 46266C105 35,852 127,073 SH   SOLE   127,073 0 0
iShares 1-5 Year Investment Grade Corporate Bond ETF ISHS 1-5YR INVS 464288646 638 11,839 SH   SOLE   11,839 0 0
iShares Core MSCI EAFE ETF CORE MSCI EAFE 46432F842 508 6,805 SH   SOLE   6,805 0 0
iShares Core S&P 500 ETF CORE S&P500 ETF 464287200 3,215 6,741 SH   SOLE   6,741 0 0
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 464287507 3,930 13,882 SH   SOLE   13,882 0 0
iShares Core S&P Small Cap ETF CORE S&P SCP ETF 464287804 12,023 104,999 SH   SOLE   104,999 0 0
iShares Core S&P Total U.S. Stock Market ETF CORE S&P TTL STK 464287150 241 2,250 SH   SOLE   2,250 0 0
iShares Expanded Tech Sector ETF EXPND TEC SC ETF 464287549 878 2,000 SH   SOLE   2,000 0 0
iShares Floating Rate Bond ETF FLTG RATE NT ETF 46429B655 7,969 157,091 SH   SOLE   157,091 0 0
iShares Gold Trust ISHARES NEW 464285204 636 18,275 SH   SOLE   18,275 0 0
iShares Micro-Cap ETF MICRO-CAP ETF 464288869 339 2,423 SH   SOLE   2,423 0 0
iShares MSCI Emerging Markets ETF MSCI EMG MKT ETF 464287234 1,608 32,908 SH   SOLE   32,908 0 0
iShares Russell 1000 ETF RUS 1000 ETF 464287622 231 875 SH   SOLE   875 0 0
iShares Russell 1000 Growth ETF RUS 1000 GRW ETF 464287614 415 1,357 SH   SOLE   1,357 0 0
iShares Russell 2000 ETF RUSSELL 2000 ETF 464287655 1,826 8,210 SH   SOLE   8,210 0 0
iShares Russell 2000 Growth ETF RUS 2000 GRW ETF 464287648 1,328 4,530 SH   SOLE   4,530 0 0
iShares Russell Midcap ETF RUS MID CAP ETF 464287499 1,716 20,672 SH   SOLE   20,672 0 0
iShares S&P 500 Growth ETF S&P 500 GRWT ETF 464287309 1,651 19,728 SH   SOLE   19,728 0 0
iShares S&P 500 Value ETF S&P 500 VAL ETF 464287408 851 5,435 SH   SOLE   5,435 0 0
iShares S&P Mid-Cap 400 Value ETF S&P MC 400VL ETF 464287705 493 4,450 SH   SOLE   4,450 0 0
iShares S&P Small-Cap 600 Value ETF SP SMCP600VL ETF 464287879 290 2,775 SH   SOLE   2,775 0 0
iShares U.S. Home Construction ETF US HOME CONS ETF 464288752 210 2,528 SH   SOLE   2,528 0 0
iShares U.S. Technology ETF U.S. TECH ETF 464287721 1,286 11,200 SH   SOLE   11,200 0 0
Jacobs Engineering Group Inc. COM 469814107 571 4,098 SH   SOLE   4,098 0 0
Janus Henderson Group PLC ORD SHS G4474Y214 210 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 16,891 98,739 SH   SOLE   98,739 0 0
Johnson Controls International PLC COM G51502105 406 4,999 SH   SOLE   4,999 0 0
JPMorgan Chase & Co. COM 46625H100 10,074 63,619 SH   SOLE   63,619 0 0
JPMorgan Ultra-Short Municipal Income ETF ULTRA SHT MUNCPL 46641Q654 9,507 186,189 SH   SOLE   186,189 0 0
Kellogg Company COM 487836108 1,105 17,149 SH   SOLE   17,149 0 0
Kimberly-Clark Corporation COM 494368103 1,294 9,054 SH   SOLE   9,054 0 0
Kinder Morgan Inc Class P COM 49456B101 995 62,753 SH   SOLE   62,753 0 0
L3Harris Technologies Inc COM 502431109 629 2,950 SH   SOLE   2,950 0 0
Lennar Corporation Class A CL A 526057104 450 3,878 SH   SOLE   3,878 0 0
Lincoln Electric Holdings, Inc. COM 533900106 6,522 46,761 SH   SOLE   46,761 0 0
Lincoln National Corporation COM 534187109 692 10,132 SH   SOLE   10,132 0 0
LKQ Corporation COM 501889208 7,908 131,730 SH   SOLE   131,730 0 0
Lowe's Companies, Inc. COM 548661107 8,132 31,459 SH   SOLE   31,459 0 0
Marsh & McLennan Companies, Inc. COM 571748102 24,508 140,996 SH   SOLE   140,996 0 0
Mastercard Incorporated Class A CL A 57636Q104 639 1,779 SH   SOLE   1,779 0 0
McCormick & Company, Inc. COM NON VTG 579780206 15,891 164,481 SH   SOLE   164,481 0 0
McDonald's Corporation COM 580135101 10,060 37,529 SH   SOLE   37,529 0 0
Medtronic PLC SHS G5960L103 1,103 10,658 SH   SOLE   10,658 0 0
Merck & Co., Inc. COM 58933Y105 4,230 55,197 SH   SOLE   55,197 0 0
Microchip Technology Incorporated COM 595017104 969 11,133 SH   SOLE   11,133 0 0
Microsoft Corporation COM 594918104 49,911 148,403 SH   SOLE   148,403 0 0
Middleby Corporation COM 596278101 3,604 18,317 SH   SOLE   18,317 0 0
Mondelez International, Inc. Class A CL A 609207105 2,724 41,086 SH   SOLE   41,086 0 0
Neogen Corporation COM 640491106 6,009 132,326 SH   SOLE   132,326 0 0
Nestle S.A. Sponsored ADR COM 641069406 14,780 105,313 SH   SOLE   105,313 0 0
New York Times Company Class A CL A 650111107 243 5,027 SH   SOLE   5,027 0 0
NextEra Energy, Inc. COM 65339F101 18,860 202,016 SH   SOLE   202,016 0 0
NIKE, Inc. Class B CL B 654106103 29,383 176,294 SH   SOLE   176,294 0 0
Norfolk Southern Corporation COM 655844108 4,103 13,783 SH   SOLE   13,783 0 0
Northern Trust Corporation COM 665859104 805 6,729 SH   SOLE   6,729 0 0
Novartis AG Sponsored ADR SPONSORED ADR 66987V109 1,433 16,385 SH   SOLE   16,385 0 0
Novo Nordisk A/S Sponsored ADR Class B ADR 670100205 4,135 36,922 SH   SOLE   36,922 0 0
NVIDIA Corporation COM 67066G104 1,179 4,008 SH   SOLE   4,008 0 0
Okta Inc CL A CL A 679295105 342 1,524 SH   SOLE   1,524 0 0
Oracle Corporation COM 68389X105 1,933 22,162 SH   SOLE   22,162 0 0
Otis Worldwide Corporation COM 68902V107 311 3,568 SH   SOLE   3,568 0 0
Palo Alto Networks, Inc. COM 697435105 2,244 4,030 SH   SOLE   4,030 0 0
Parker-Hannifin Corporation COM 701094104 4,485 14,098 SH   SOLE   14,098 0 0
Paycom Software, Inc. COM 70432V102 291 700 SH   SOLE   700 0 0
Paypal Holdings Inc COM 70450Y103 1,872 9,928 SH   SOLE   9,928 0 0
PepsiCo, Inc. COM 713448108 10,916 62,839 SH   SOLE   62,839 0 0
Pfizer Inc. COM 717081103 4,235 71,713 SH   SOLE   71,713 0 0
Philip Morris International Inc. COM 718172109 1,406 14,800 SH   SOLE   14,800 0 0
PIMCO 1-5 Year US TIPS Index ETF 1-5 US TIP IDX 72201R205 216 3,915 SH   SOLE   3,915 0 0
PNC Financial Services Group, Inc. COM 693475105 827 4,125 SH   SOLE   4,125 0 0
Primis Financial COM 74167B109 329 21,900 SH   SOLE   21,900 0 0
Procter & Gamble Company COM 742718109 12,556 76,755 SH   SOLE   76,755 0 0
Qualcomm Inc COM 747525103 3,994 21,843 SH   SOLE   21,843 0 0
Raytheon Technologies Corporation COM 75513E101 909 10,561 SH   SOLE   10,561 0 0
Relay Therapeutics, Inc. COM 75943R102 391 12,747 SH   SOLE   12,747 0 0
Roche Holding Ltd Sponsored ADR COM 771195104 564 10,854 SH   SOLE   10,854 0 0
Rockwell Automation, Inc. COM 773903109 28,675 82,198 SH   SOLE   82,198 0 0
Roper Technologies, Inc. COM 776696106 19,289 39,217 SH   SOLE   39,217 0 0
Royal Dutch Shell PLC Sponsored ADR Class A SPON ADR B 780259206 396 9,130 SH   SOLE   9,130 0 0
RPM International Inc. COM 749685103 3,853 38,145 SH   SOLE   38,145 0 0
S&P Global, Inc. COM 78409V104 21,373 45,289 SH   SOLE   45,289 0 0
Salesforce.com, Inc. COM 79466L302 16,934 66,634 SH   SOLE   66,634 0 0
Science Applications International Corp. COM 808625107 229 2,735 SH   SOLE   2,735 0 0
Seagate Technology Holdings SHS G7997R103 2,147 19,000 SH   SOLE   19,000 0 0
ServiceNow, Inc. COM 81762P102 7,597 11,704 SH   SOLE   11,704 0 0
Sherwin-Williams Company COM 824348106 11,419 32,426 SH   SOLE   32,426 0 0
Simon Property Group COM 828806109 360 2,252 SH   SOLE   2,252 0 0
Skyworks Solutions, Inc. COM 83088M102 765 4,930 SH   SOLE   4,930 0 0
Solaredge Technologies, Inc. COM 83417M104 13,843 49,340 SH   SOLE   49,340 0 0
SPDR Bloomberg Barclays Convertible Securities ETF BLMBRG BRC CONVRT 78464A359 291 3,510 SH   SOLE   3,510 0 0
SPDR Portfolio Short Term Corporate Bond ETF PORTFOLIO SHORT 78464A474 384 12,395 SH   SOLE   12,395 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103 36,931 77,757 SH   SOLE   77,757 0 0
SPDR S&P Biotech ETF S&P BIOTECH 78464A870 9,305 83,113 SH   SOLE   83,113 0 0
SPDR S&P Dividend ETF S&P DIVID ETF 78464A763 550 4,262 SH   SOLE   4,262 0 0
SPDR S&P Midcap 400 ETF Trust UTSER1 S&PDCRP 78467Y107 14,268 27,562 SH   SOLE   27,562 0 0
Splunk Inc. COM 848637104 1,103 9,535 SH   SOLE   9,535 0 0
Sprott Physical Gold and Silver Trust TR UNIT 85208R101 214 12,056 SH   SOLE   12,056 0 0
SS&C Technologies Holdings, Inc. COM 78467J100 1,313 16,021 SH   SOLE   16,021 0 0
Stanley Black & Decker, Inc. COM 854502101 885 4,694 SH   SOLE   4,694 0 0
Starbucks Corporation COM 855244109 816 6,976 SH   SOLE   6,976 0 0
Starwood Property Trust, Inc. COM 85571B105 889 36,576 SH   SOLE   36,576 0 0
State Street Corporation COM 857477103 268 2,881 SH   SOLE   2,881 0 0
Stericycle, Inc. COM 858912108 1,307 21,917 SH   SOLE   21,917 0 0
Steris PLC SHS USD G8473T100 1,127 4,629 SH   SOLE   4,629 0 0
Stryker Corporation COM 863667101 16,774 62,727 SH   SOLE   62,727 0 0
Synopsys, Inc. COM 871607107 597 1,620 SH   SOLE   1,620 0 0
Sysco Corporation COM 871829107 461 5,872 SH   SOLE   5,872 0 0
T. Rowe Price Group COM 74144T108 252 1,281 SH   SOLE   1,281 0 0
Taiwan Semiconductor MFG. SPONSORED ADS 874039100 277 2,300 SH   SOLE   2,300 0 0
Target Corporation COM 87612E106 4,699 20,305 SH   SOLE   20,305 0 0
TE Connectivity Ltd. REG SHS H84989104 17,804 110,348 SH   SOLE   110,348 0 0
Teladoc Health, Inc. COM 87918A105 507 5,520 SH   SOLE   5,520 0 0
Teradyne, Inc. COM 880770102 5,292 32,364 SH   SOLE   32,364 0 0
Texas Instruments Incorporated COM 882508104 637 3,380 SH   SOLE   3,380 0 0
Thermo Fisher Scientific Inc. COM 883556102 24,953 37,397 SH   SOLE   37,397 0 0
Thor Industries, Inc. COM 885160101 1,102 10,617 SH   SOLE   10,617 0 0
TJX Companies Inc COM 872540109 460 6,057 SH   SOLE   6,057 0 0
Trade Desk, Inc. Class A COM CL A 88339J105 357 3,900 SH   SOLE   3,900 0 0
Trane Technologies plc SHS G8994E103 2,672 13,227 SH   SOLE   13,227 0 0
Travelers Companies, Inc. COM 89417E109 297 1,900 SH   SOLE   1,900 0 0
Trimble Inc. COM 896239100 355 4,075 SH   SOLE   4,075 0 0
Twilio Inc. CL A 90138F102 421 1,598 SH   SOLE   1,598 0 0
Tyler Technologies, Inc. COM 902252105 2,666 4,956 SH   SOLE   4,956 0 0
U.S. Bancorp COM NEW 902973304 426 7,590 SH   SOLE   7,590 0 0
UGI Corporation COM 902681105 275 6,000 SH   SOLE   6,000 0 0
Unilever PLC Sponsored ADR SPON ADR NEW 904767704 346 6,440 SH   SOLE   6,440 0 0
Union Pacific Corporation COM 907818108 35,000 138,927 SH   SOLE   138,927 0 0
United Parcel Service, Inc. Class B CL B 911312106 1,032 4,816 SH   SOLE   4,816 0 0
UnitedHealth Group Incorporated COM 91324P102 1,906 3,796 SH   SOLE   3,796 0 0
VanEck Morningstar International Moat ETF MORNINGSTAR INTL 92189F593 689 21,445 SH   SOLE   21,445 0 0
VanEck Morningstar Wide Moat ETF MORNINGSTAR WIDE 92189F643 1,715 22,539 SH   SOLE   22,539 0 0
Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 7,806 45,449 SH   SOLE   45,449 0 0
Vanguard Extended Market ETF EXTEND MKT ETF 922908652 10,650 58,243 SH   SOLE   58,243 0 0
Vanguard FTSE All-World ex-US ETF ALLWRLD EX US 922042775 2,956 48,232 SH   SOLE   48,232 0 0
Vanguard FTSE Developed Markets ETF FTSE DEV MKT ETF 921943858 3,592 70,356 SH   SOLE   70,356 0 0
Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF 922042858 5,774 116,734 SH   SOLE   116,734 0 0
Vanguard High Dividend Yield Index ETF HIGH DIV YLD 921946406 541 4,830 SH   SOLE   4,830 0 0
Vanguard Intermediate-Term Bond ETF INTERMED TERM 921937819 690 7,870 SH   SOLE   7,870 0 0
Vanguard Intermediate-Term Corporate Bond ETF INT-TERM CORP 92206C870 446 4,808 SH   SOLE   4,808 0 0
Vanguard Intermediate-Term Treasury ETF INTER TERM TREAS 92206C706 843 12,681 SH   SOLE   12,681 0 0
Vanguard Large-Cap ETF LARGE CAP ETF 922908637 2,316 10,479 SH   SOLE   10,479 0 0
Vanguard Long-Term Bond ETF LONG TERM BOND 921937793 440 4,278 SH   SOLE   4,278 0 0
Vanguard Mid-Cap ETF MID CAP ETF 922908629 773 3,035 SH   SOLE   3,035 0 0
Vanguard Real Estate ETF REAL ESTATE ETF 922908553 1,545 13,319 SH   SOLE   13,319 0 0
Vanguard S&P 500 ETF S&P 500 ETF SHS 922908363 1,599 3,663 SH   SOLE   3,663 0 0
Vanguard Short-Term Bond ETF SHORT TRM BOND 921937827 20,881 258,332 SH   SOLE   258,332 0 0
Vanguard Short-Term Corporate Bond ETF SHRT TRM CORP BD 92206C409 10,409 128,100 SH   SOLE   128,100 0 0
Vanguard Short-Term Inflation-Protected Securities ETF STRM INFPROIDX 922020805 8,860 172,372 SH   SOLE   172,372 0 0
Vanguard Short-Term Treasury ETF SHORT TERM TREAS 92206C102 6,770 111,295 SH   SOLE   111,295 0 0
Vanguard Tax-Exempt Bond ETF TAX EXEMPT BD 922907746 3,196 58,210 SH   SOLE   58,210 0 0
Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 4,706 55,523 SH   SOLE   55,523 0 0
Vanguard Total International Stock ETF VG TL INTL STK F 921909768 3,032 47,699 SH   SOLE   47,699 0 0
Vanguard Total Stock Market ETF TOTAL STK MKT 922908769 7,352 30,452 SH   SOLE   30,452 0 0
Verizon Communications Inc. COM 92343V104 7,057 135,807 SH   SOLE   135,807 0 0
Visa Inc. Class A COM CL A 92826C839 29,341 135,395 SH   SOLE   135,395 0 0
Walmart Inc. COM 931142103 941 6,503 SH   SOLE   6,503 0 0
Walt Disney Company COM 254687106 3,927 25,353 SH   SOLE   25,353 0 0
Waste Management, Inc. COM 94106L109 3,873 23,207 SH   SOLE   23,207 0 0
Waters Corporation COM 941848103 313 840 SH   SOLE   840 0 0
WEC Energy Group Inc COM 92939U106 510 5,251 SH   SOLE   5,251 0 0
Wells Fargo & Company COM 949746101 247 5,157 SH   SOLE   5,157 0 0
Welltower, Inc. COM 95040Q104 2,124 24,762 SH   SOLE   24,762 0 0
Weyerhaeuser Company COM NEW 962166104 1,861 45,181 SH   SOLE   45,181 0 0
WisdomTree Emerging Markets SmallCap Dividend Fund EMG MKTS SMCAP 97717W281 1,225 23,153 SH   SOLE   23,153 0 0
Wolfspeed Inc COM 977852102 2,026 18,129 SH   SOLE   18,129 0 0
Xylem Inc. COM 98419M100 7,842 65,393 SH   SOLE   65,393 0 0
Yum China Holdings, Inc. COM 98850P109 322 6,461 SH   SOLE   6,461 0 0
Zebra Technologies Corporation Class A CL A 989207105 42,956 72,170 SH   SOLE   72,170 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102 206 1,621 SH   SOLE   1,621 0 0