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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   727,241 7,768 SH   SOLE   6,943 0 825
ABBOTT LABS COM 002824100   3,197,697 33,017 SH   SOLE   22,203 0 10,814
ABBVIE INC COM 00287Y109   3,899,708 26,162 SH   SOLE   15,228 0 10,934
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   479,399 1,561 SH   SOLE   1,061 0 500
ACTIVISION BLIZZARD INC COM 00507V109   207,016 2,211 SH   SOLE   2,206 0 5
ADOBE INC COM 00724F101   1,947,309 3,819 SH   SOLE   769 0 3,050
AGNICO EAGLE MINES LTD COM 008474108   11,251,875 247,566 SH   SOLE   236,376 0 11,190
AIR PRODS & CHEMS INC COM 009158106   1,678,679 5,887 SH   SOLE   1,320 0 4,567
AKAMAI TECHNOLOGIES INC COM 00971T101   1,173,539 11,015 SH   SOLE   10,365 0 650
ALIGN TECHNOLOGY INC COM 016255101   426,533 1,397 SH   SOLE   1,397 0 0
ALPHABET INC CAP STK CL A 02079K305   71,783,384 548,551 SH   SOLE   480,820 0 67,731
ALPHABET INC CAP STK CL C 02079K107   4,790,111 36,330 SH   SOLE   24,260 0 12,070
ALTRIA GROUP INC COM 02209S103   319,756 7,431 SH   SOLE   3,081 0 4,350
AMAZON COM INC COM 023135106   9,167,259 72,115 SH   SOLE   30,275 0 41,840
AMERICAN EXPRESS CO COM 025816109   361,935 2,426 SH   SOLE   311 0 2,115
AMERICAN TOWER CORP NEW COM 03027X100   32,431,021 197,209 SH   SOLE   182,207 0 15,002
AMERICAN WTR WKS CO INC NEW COM 030420103   16,597,555 134,035 SH   SOLE   123,834 0 10,201
AMGEN INC COM 031162100   532,145 1,980 SH   SOLE   1,160 0 820
AMPHENOL CORP NEW CL A 032095101   30,552,638 362,885 SH   SOLE   329,616 0 33,269
ANSYS INC COM 03662Q105   10,269,344 34,513 SH   SOLE   31,350 0 3,163
APPLE INC COM 037833100   61,208,102 357,503 SH   SOLE   293,245 0 64,258
APPLIED MATLS INC COM 038222105   413,135 2,984 SH   SOLE   2,984 0 0
ASPEN TECHNOLOGY INC COM 29109X106   7,870,751 38,533 SH   SOLE   36,842 0 1,691
ASTRAZENECA PLC SPONSORED ADR 046353108   799,638 11,808 SH   SOLE   11,108 0 700
AT&T INC COM 00206R102   343,598 22,876 SH   SOLE   13,214 0 9,662
AUTOMATIC DATA PROCESSING IN COM 053015103   22,335,679 92,368 SH   SOLE   83,110 0 9,258
AVERY DENNISON CORP COM 053611109   511,659 2,801 SH   SOLE   2,406 0 395
BANK AMERICA CORP COM 060505104   1,697,697 62,005 SH   SOLE   12,191 0 49,814
BECTON DICKINSON & CO COM 075887109   1,029,725 3,983 SH   SOLE   3,683 0 300
BERKSHIRE HATHAWAY INC DEL CL A 084670108   9,566,586 18 SH   SOLE   10 0 8
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   64,268,140 183,466 SH   SOLE   164,175 0 19,291
BLACKSTONE INC COM 09260D107   3,361,304 31,373 SH   SOLE   27,543 0 3,830
BP PLC SPONSORED ADR 055622104   1,000,990 25,852 SH   SOLE   21,698 0 4,154
BRINKER INTL INC COM 109641100   486,360 15,396 SH   SOLE   546 0 14,850
BRISTOL-MYERS SQUIBB CO COM 110122108   1,469,225 25,314 SH   SOLE   8,305 0 17,009
BROADCOM INC COM 11135F101   395,357 476 SH   SOLE   246 0 230
BROWN FORMAN CORP CL A 115637100   874,583 15,000 SH   SOLE   15,000 0 0
BROWN FORMAN CORP CL B 115637209   506,586 8,750 SH   SOLE   8,750 0 0
CAMBRIDGE BANCORP COM 132152109   249,160 4,000 SH   SOLE   4,000 0 0
CANADIAN NATL RY CO COM 136375102   249,159 2,300 SH   SOLE   1,700 0 600
CARMAX INC COM 143130102   10,636,378 150,380 SH   SOLE   137,534 0 12,846
CATERPILLAR INC COM 149123101   2,138,682 7,834 SH   SOLE   6,814 0 1,020
CHEVRON CORP NEW COM 166764100   32,380,099 192,030 SH   SOLE   170,642 0 21,388
CHUBB LIMITED COM H1467J104   29,502,381 141,148 SH   SOLE   132,843 0 8,305
CHURCH & DWIGHT CO INC COM 171340102   380,998 4,158 SH   SOLE   4,100 0 58
CISCO SYS INC COM 17275R102   839,302 15,612 SH   SOLE   10,025 0 5,587
CLOROX CO DEL COM 189054109   222,802 1,700 SH   SOLE   1,300 0 400
CME GROUP INC COM 12572Q105   540,394 2,699 SH   SOLE   958 0 1,741
COCA COLA CO COM 191216100   4,572,934 81,027 SH   SOLE   46,756 0 34,271
COLGATE PALMOLIVE CO COM 194162103   2,195,664 30,877 SH   SOLE   22,845 0 8,032
COMCAST CORP NEW CL A 20030N101   1,789,652 40,362 SH   SOLE   19,754 0 20,608
COMMSCOPE HLDG CO INC COM 20337X109   143,472 42,700 SH   SOLE   42,700 0 0
CONOCOPHILLIPS COM 20825C104   2,457,670 20,424 SH   SOLE   3,037 0 17,387
CONSTELLATION BRANDS INC CL A 21036P108   20,558,543 81,799 SH   SOLE   73,277 0 8,522
COPART INC COM 217204106   255,266 5,924 SH   SOLE   324 0 5,600
COSTCO WHSL CORP NEW COM 22160K105   5,608,358 9,927 SH   SOLE   2,372 0 7,555
CROWDSTRIKE HLDGS INC CL A 22788C105   371,082 2,217 SH   SOLE   402 0 1,815
CSX CORP COM 126408103   898,146 29,208 SH   SOLE   23,958 0 5,250
CUMMINS INC COM 231021106   212,925 932 SH   SOLE   932 0 0
CVS HEALTH CORP COM 126650100   5,588,044 80,035 SH   SOLE   72,544 0 7,491
DANAHER CORPORATION COM 235851102   43,952,900 177,158 SH   SOLE   153,293 0 23,865
DARDEN RESTAURANTS INC COM 237194105   487,808 3,406 SH   SOLE   3,406 0 0
DEERE & CO COM 244199105   703,681 1,858 SH   SOLE   1,858 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   450,061 2,967 SH   SOLE   1,717 0 1,250
DISNEY WALT CO COM 254687106   16,539,955 204,071 SH   SOLE   185,688 0 18,383
DOW INC COM 260557103   230,371 4,468 SH   SOLE   4,236 0 232
DUPONT DE NEMOURS INC COM 26614N102   365,715 4,903 SH   SOLE   4,671 0 232
EASTERN BANKSHARES INC COM 27627N105   501,600 40,000 SH   SOLE   40,000 0 0
EATON CORP PLC SHS G29183103   3,993,242 18,723 SH   SOLE   619 0 18,104
ECOLAB INC COM 278865100   29,529,478 173,794 SH   SOLE   157,324 0 16,470
EDWARDS LIFESCIENCES CORP COM 28176E108   2,045,839 29,530 SH   SOLE   13,230 0 16,300
ELI LILLY & CO COM 532457108   2,862,903 5,330 SH   SOLE   3,406 0 1,924
EMERSON ELEC CO COM 291011104   2,568,569 26,598 SH   SOLE   9,531 0 17,067
ENTERPRISE PRODS PARTNERS L COM 293792107   344,862 12,600 SH   SOLE   10,300 0 2,300
EQUITY RESIDENTIAL SH BEN INT 29476L107   399,518 6,729 SH   SOLE   266 0 6,463
EVERSOURCE ENERGY COM 30040W108   6,660,676 114,543 SH   SOLE   111,095 0 3,448
EXXON MOBIL CORP COM 30231G102   17,496,492 148,805 SH   SOLE   86,151 0 62,654
FEDEX CORP COM 31428X106   749,563 2,816 SH   SOLE   433 0 2,383
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500   245,123 5,750 SH   SOLE   5,750 0 0
FISERV INC COM 337738108   1,486,780 13,162 SH   SOLE   10,262 0 2,900
FORTIVE CORP COM 34959J108   459,422 6,195 SH   SOLE   6,025 0 170
FRANCO NEV CORP COM 351858105   857,273 6,422 SH   SOLE   500 0 5,922
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,481,708 21,777 SH   SOLE   21,142 0 635
GENERAL ELECTRIC CO COM NEW 369604301   7,246,288 65,500 SH   SOLE   63,579 0 1,921
GENERAL MLS INC COM 370334104   830,591 12,980 SH   SOLE   11,025 0 1,955
GILEAD SCIENCES INC COM 375558103   1,597,871 21,322 SH   SOLE   18,751 0 2,571
HEALTHPEAK PROPERTIES INC COM 42250P103   319,740 17,415 SH   SOLE   17,415 0 0
HERSHEY CO COM 427866108   1,945,378 9,723 SH   SOLE   9,498 0 225
HOME DEPOT INC COM 437076102   2,221,783 7,353 SH   SOLE   4,615 0 2,738
HONEYWELL INTL INC COM 438516106   349,898 1,894 SH   SOLE   1,794 0 100
IDEXX LABS INC COM 45168D104   22,382,977 51,188 SH   SOLE   48,922 0 2,266
ILLINOIS TOOL WKS INC COM 452308109   2,161,160 9,327 SH   SOLE   1,028 0 8,299
ILLUMINA INC COM 452327109   1,990,835 14,502 SH   SOLE   2,400 0 12,102
INTEL CORP COM 458140100   944,066 26,556 SH   SOLE   11,230 0 15,326
INTERNATIONAL BUSINESS MACHS COM 459200101   1,190,727 8,487 SH   SOLE   6,096 0 2,391
INTUIT COM 461202103   697,434 1,365 SH   SOLE   15 0 1,350
INTUITIVE SURGICAL INC COM NEW 46120E602   1,264,447 4,326 SH   SOLE   4,325 0 1
INVESCO QQQ TR UNIT SER 1 46090E103   635,519 1,771 SH   SOLE   537 0 1,234
IRON MTN INC DEL COM 46284V101   241,362 4,016 SH   SOLE   1,800 0 2,216
ISHARES GOLD TR ISHARES NEW 464285204   11,289,734 322,656 SH   SOLE   296,283 0 26,373
ISHARES INC ESG AWR MSCI EM 46434G863   1,524,568 50,349 SH   SOLE   48,308 0 2,041
ISHARES TR BLACKROCK ULTRA 46434V878   5,637,976 111,909 SH   SOLE   106,659 0 5,250
ISHARES TR CORE MSCI TOTAL 46432F834   11,743,343 195,755 SH   SOLE   150,830 0 44,925
ISHARES TR CORE S&P MCP ETF 464287507   753,219 3,007 SH   SOLE   2,482 0 525
ISHARES TR CORE S&P SCP ETF 464287804   1,061,450 11,198 SH   SOLE   4,582 0 6,616
ISHARES TR CORE S&P US VLU 464287663   4,053,381 54,000 SH   SOLE   54,000 0 0
ISHARES TR CORE S&P500 ETF 464287200   643,675 1,492 SH   SOLE   578 0 914
ISHARES TR ESG AW MSCI EAFE 46435G516   20,706,233 299,526 SH   SOLE   290,525 0 9,001
ISHARES TR GL CLEAN ENE ETF 464288224   230,485 15,765 SH   SOLE   15,765 0 0
ISHARES TR IBDS DEC28 ETF 46435U515   1,973,008 82,106 SH   SOLE   68,904 0 13,202
ISHARES TR IBONDS 23 TRM TS 46436E882   1,157,978 46,655 SH   SOLE   36,365 0 10,290
ISHARES TR IBONDS 24 TRM TS 46436E874   849,229 35,622 SH   SOLE   28,622 0 7,000
ISHARES TR IBONDS 25 TRM HG 46435U168   567,059 24,730 SH   SOLE   24,730 0 0
ISHARES TR IBONDS 25 TRM TS 46436E866   314,789 13,639 SH   SOLE   9,589 0 4,050
ISHARES TR IBONDS 27 ETF 46435UAA9   3,620,462 156,459 SH   SOLE   129,297 0 27,162
ISHARES TR IBONDS DEC 46435U697   621,698 24,200 SH   SOLE   24,200 0 0
ISHARES TR IBONDS DEC 2030 46436E726   1,200,586 58,910 SH   SOLE   52,115 0 6,795
ISHARES TR IBONDS DEC 25 46435U432   910,975 34,930 SH   SOLE   34,930 0 0
ISHARES TR IBONDS DEC 26 46435U259   557,729 22,480 SH   SOLE   22,480 0 0
ISHARES TR IBONDS DEC 29 46436E205   2,043,533 93,312 SH   SOLE   83,880 0 9,432
ISHARES TR IBONDS DEC2026 46435GAA0   6,442,468 276,086 SH   SOLE   205,098 0 70,988
ISHARES TR IBONDS DEC23 ETF 46434VAX8   2,916,756 115,014 SH   SOLE   90,285 0 24,729
ISHARES TR IBONDS DEC24 ETF 46434VBG4   12,061,860 487,742 SH   SOLE   385,741 0 102,001
ISHARES TR IBONDS DEC25 ETF 46434VBD1   10,918,492 448,030 SH   SOLE   343,528 0 104,502
ISHARES TR INTRM GOV CR ETF 464288612   704,953 6,957 SH   SOLE   6,043 0 914
ISHARES TR MSCI ACWI EX US 464288240   230,585 4,905 SH   SOLE   4,905 0 0
ISHARES TR MSCI EAFE ETF 464287465   736,824 10,691 SH   SOLE   2,941 0 7,750
ISHARES TR MSCI EMG MKT ETF 464287234   3,912,645 103,100 SH   SOLE   75,001 0 28,099
ISHARES TR RUS 1000 GRW ETF 464287614   2,413,459 9,056 SH   SOLE   9,044 0 12
ISHARES TR RUS 2000 VAL ETF 464287630   775,954 5,685 SH   SOLE   5,685 0 0
ISHARES TR RUS MID CAP ETF 464287499   240,036 3,450 SH   SOLE   3,450 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   325,662 1,834 SH   SOLE   1,834 0 0
ISHARES TR SELECT DIVID ETF 464287168   2,570,833 23,563 SH   SOLE   23,363 0 200
JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886   7,660,186 159,687 SH   SOLE   157,982 0 1,705
JOHNSON & JOHNSON COM 478160104   21,762,169 139,725 SH   SOLE   117,819 0 21,906
JPMORGAN CHASE & CO COM 46625H100   5,917,107 40,802 SH   SOLE   32,564 0 8,238
KENVUE INC COM 49177J102   7,764,013 386,654 SH   SOLE   347,726 0 38,928
KIMBERLY-CLARK CORP COM 494368103   753,780 6,177 SH   SOLE   1,600 0 4,577
KINSALE CAP GROUP INC COM 49714P108   37,656,013 90,928 SH   SOLE   80,228 0 10,700
KLA CORP COM NEW 482480100   244,925 534 SH   SOLE   534 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   384,457 2,208 SH   SOLE   2,208 0 0
LINDE PLC SHS G54950103   672,465 1,806 SH   SOLE   1,806 0 0
LOWES COS INC COM 548661107   595,254 2,864 SH   SOLE   2,846 0 18
MARATHON PETE CORP COM 56585A102   203,099 1,342 SH   SOLE   1,342 0 0
MARSH & MCLENNAN COS INC COM 571748102   2,175,129 11,430 SH   SOLE   8,380 0 3,050
MASCO CORP COM 574599106   1,087,013 20,337 SH   SOLE   571 0 19,766
MASTERCARD INCORPORATED CL A 57636Q104   2,040,917 5,155 SH   SOLE   4,950 0 205
MCCORMICK & CO INC COM NON VTG 579780206   18,724,985 247,554 SH   SOLE   228,863 0 18,691
MCDONALDS CORP COM 580135101   2,495,831 9,474 SH   SOLE   2,303 0 7,171
MEDTRONIC PLC SHS G5960L103   560,809 7,138 SH   SOLE   3,973 0 3,165
MERCADOLIBRE INC COM 58733R102   19,912,056 15,705 SH   SOLE   13,984 0 1,721
MERCK & CO INC COM 58933Y105   5,360,360 51,701 SH   SOLE   36,751 0 14,950
META PLATFORMS INC CL A 30303M102   19,879,907 66,220 SH   SOLE   58,416 0 7,804
MICROSOFT CORP COM 594918104   105,428,294 333,898 SH   SOLE   302,443 0 31,455
MONDELEZ INTL INC CL A 609207105   582,132 8,337 SH   SOLE   4,813 0 3,524
MOODYS CORP COM 615369105   329,766 1,043 SH   SOLE   13 0 1,030
MORGAN STANLEY COM NEW 617446448   1,532,375 18,763 SH   SOLE   18,763 0 0
NEOGENOMICS INC COM NEW 64049M209   521,397 42,390 SH   SOLE   42,390 0 0
NETFLIX INC COM 64110L106   329,268 872 SH   SOLE   872 0 0
NEXTERA ENERGY INC COM 65339F101   343,339 5,993 SH   SOLE   2,634 0 3,359
NIKE INC CL B 654106103   680,170 7,088 SH   SOLE   7,088 0 0
NORFOLK SOUTHN CORP COM 655844108   545,890 2,772 SH   SOLE   172 0 2,600
NOVO-NORDISK A S ADR 670100205   795,362 8,746 SH   SOLE   8,746 0 0
NUCOR CORP COM 670346105   3,969,813 25,308 SH   SOLE   266 0 25,042
NVIDIA CORPORATION COM 67066G104   2,035,319 4,679 SH   SOLE   4,538 0 141
ORACLE CORP COM 68389X105   893,965 8,440 SH   SOLE   7,765 0 675
OREILLY AUTOMOTIVE INC COM 67103H107   19,236,022 21,165 SH   SOLE   18,467 0 2,698
OTIS WORLDWIDE CORP COM 68902V107   203,667 2,536 SH   SOLE   2,399 0 137
OUSTER INC *W EXP 03/11/202 68989M111   3,000 25,000 SH   SOLE   25,000 0 0
PAYCHEX INC COM 704326107   7,260,831 62,957 SH   SOLE   58,771 0 4,186
PAYPAL HLDGS INC COM 70450Y103   3,878,003 66,336 SH   SOLE   60,067 0 6,269
PEPSICO INC COM 713448108   6,853,848 40,450 SH   SOLE   32,258 0 8,192
PERSONALIS INC COM 71535D106   45,792 37,844 SH   SOLE   20,200 0 17,644
PFIZER INC COM 717081103   2,398,855 72,320 SH   SOLE   45,491 0 26,829
PHILIP MORRIS INTL INC COM 718172109   595,763 6,346 SH   SOLE   2,267 0 4,079
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   17,351,559 173,273 SH   SOLE   168,878 0 4,395
PIMCO ETF TR ENHNCD LW DUR AC 72201R718   10,590,277 112,975 SH   SOLE   97,161 0 15,814
PROCTER AND GAMBLE CO COM 742718109   16,522,875 113,279 SH   SOLE   94,375 0 18,904
PROSHARES TR S&P 500 DV ARIST 74348A467   270,521 3,055 SH   SOLE   3,035 0 20
QUALCOMM INC COM 747525103   496,550 4,471 SH   SOLE   3,585 0 886
REGENERON PHARMACEUTICALS COM 75886F107   1,103,590 1,341 SH   SOLE   791 0 550
ROSS STORES INC COM 778296103   218,107 1,931 SH   SOLE   131 0 1,800
RPM INTL INC COM 749685103   255,987 2,700 SH   SOLE   2,700 0 0
RTX CORPORATION COM 75513E101   954,539 13,263 SH   SOLE   11,499 0 1,764
S&P GLOBAL INC COM 78409V104   36,262,923 99,239 SH   SOLE   89,307 0 9,932
SCHLUMBERGER LTD COM STK 806857108   755,600 12,902 SH   SOLE   11,218 0 1,684
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   523,921 3,196 SH   SOLE   3,130 0 66
SERVICE CORP INTL COM 817565104   1,215,140 21,266 SH   SOLE   266 0 21,000
SHELL PLC SPON ADS 780259305   1,506,492 23,400 SH   SOLE   700 0 22,700
SHERWIN WILLIAMS CO COM 824348106   270,098 1,059 SH   SOLE   534 0 525
SIMON PPTY GROUP INC NEW COM 828806109   1,308,676 12,114 SH   SOLE   136 0 11,978
SPDR GOLD TR GOLD SHS 78463V107   3,832,594 22,354 SH   SOLE   22,054 0 300
SPDR S&P 500 ETF TR TR UNIT 78462F103   24,474,749 57,041 SH   SOLE   47,365 0 9,676
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   860,032 1,877 SH   SOLE   397 0 1,480
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   15,412,064 889,842 SH   SOLE   789,044 0 100,798
SPROTT PHYSICAL GOLD TR UNIT 85207H104   16,134,015 1,126,677 SH   SOLE   1,082,873 0 43,804
STARBUCKS CORP COM 855244109   662,986 7,264 SH   SOLE   7,264 0 0
STATE STR CORP COM 857477103   238,467 3,525 SH   SOLE   1,050 0 2,475
STRYKER CORPORATION COM 863667101   8,640,399 31,532 SH   SOLE   8,523 0 23,009
SYNOPSYS INC COM 871607107   5,695,359 12,409 SH   SOLE   11,073 0 1,336
SYSCO CORP COM 871829107   2,542,992 38,501 SH   SOLE   9,886 0 28,615
TE CONNECTIVITY LTD SHS H84989104   27,388,084 221,712 SH   SOLE   208,181 0 13,531
TERRENO RLTY CORP COM 88146M101   3,417,500 59,723 SH   SOLE   51,737 0 7,986
TESLA INC COM 88160R101   959,094 3,833 SH   SOLE   3,833 0 0
TEXAS INSTRS INC COM 882508104   505,811 3,181 SH   SOLE   2,906 0 275
THE CIGNA GROUP COM 125523100   445,125 1,556 SH   SOLE   1,264 0 292
THERMO FISHER SCIENTIFIC INC COM 883556102   38,725,545 76,455 SH   SOLE   71,147 0 5,308
TJX COS INC NEW COM 872540109   43,955,427 494,548 SH   SOLE   456,451 0 38,097
TRAVELERS COMPANIES INC COM 89417E109   260,643 1,596 SH   SOLE   597 0 999
UDR INC COM 902653104   477,729 13,393 SH   SOLE   360 0 13,033
UGI CORP NEW COM 902681105   359,975 15,400 SH   SOLE   15,400 0 0
UNION PAC CORP COM 907818108   19,805,869 97,264 SH   SOLE   88,664 0 8,600
UNITED PARCEL SERVICE INC CL B 911312106   1,820,094 11,677 SH   SOLE   9,802 0 1,875
UNITEDHEALTH GROUP INC COM 91324P102   652,422 1,294 SH   SOLE   1,062 0 232
UNIVERSAL ELECTRS INC COM 913483103   157,470 17,400 SH   SOLE   2,600 0 14,800
VALHI INC NEW COM 918905209   254,884 19,222 SH   SOLE   15,095 0 4,127
VANECK ETF TRUST LOW CARBN ENERGY 92189F502   400,244 3,820 SH   SOLE   3,820 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   523,184 6,960 SH   SOLE   6,960 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   400,916 2,788 SH   SOLE   2,773 0 15
VANGUARD INDEX FDS LARGE CAP ETF 922908637   205,475 1,050 SH   SOLE   1,050 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   238,204 1,223 SH   SOLE   1,210 0 13
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   1,183,879 9,040 SH   SOLE   9,020 0 20
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,852,734 14,848 SH   SOLE   7,217 0 7,631
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,564,878 16,783 SH   SOLE   16,481 0 302
VANGUARD INDEX FDS VALUE ETF 922908744   1,211,302 8,782 SH   SOLE   8,740 0 42
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   138,012,532 2,660,739 SH   SOLE   2,456,764 0 203,975
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   12,554,298 320,181 SH   SOLE   304,228 0 15,953
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   323,597 5,586 SH   SOLE   5,446 0 140
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   550,119 3,523 SH   SOLE   3,440 0 83
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   554,851 12,691 SH   SOLE   8,591 0 4,100
VERIZON COMMUNICATIONS INC COM 92343V104   703,751 21,714 SH   SOLE   3,713 0 18,001
VERTEX PHARMACEUTICALS INC COM 92532F100   355,043 1,021 SH   SOLE   389 0 632
VIATRIS INC COM 92556V106   125,686 12,747 SH   SOLE   47 0 12,700
VISA INC COM CL A 92826C839   48,086,811 209,064 SH   SOLE   186,423 0 22,641
WALMART INC COM 931142103   572,710 3,581 SH   SOLE   1,320 0 2,261
WATSCO INC COM 942622200   53,351,440 141,246 SH   SOLE   129,356 0 11,890
WAYFAIR INC CL A 94419L101   2,949,396 48,694 SH   SOLE   39,927 0 8,767
WELLS FARGO CO NEW COM 949746101   259,257 6,345 SH   SOLE   103 0 6,242
WEYERHAEUSER CO MTN BE COM NEW 962166104   1,415,879 46,180 SH   SOLE   4,960 0 41,220
WISDOMTREE TR INTL MIDCAP DV 97717W778   649,656 11,570 SH   SOLE   11,570 0 0
XYLEM INC COM 98419M100   283,923 3,119 SH   SOLE   2,619 0 500
YANDEX N V SHS CLASS A N97284108   3,320,465 222,850 SH   SOLE   222,850 0 0
YUM BRANDS INC COM 988498101   17,117,780 137,008 SH   SOLE   129,676 0 7,332
ZOETIS INC CL A 98978V103   676,435 3,888 SH   SOLE   3,102 0 786