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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMAZON COM INC COMStock0231351067,3852,248SH SOLE02,227021
INVESCO QQQ TRUSTETF46090E1031,9835,540SH SOLE05,54000
STARBUCKS CORP COMStock8552441091,10510,016SH SOLE02,09307,922
ANTHEM INC COMStock0367521034,00310,737SH SOLE010,706031
JOHNSON & JOHNSON COMStock4781601044,57728,340SH SOLE019,15909,180
VANGUARD TOTAL STOCK MARKET INDEX FUNDETF92290876914,07263,370SH SOLE062,08601,284
COSTCO WHSL CORP NEW COMStock22160K1059,87821,982SH SOLE020,44901,533
GOLDMAN SACHS GROUP INC COMStock38141G1047,10418,793SH SOLE014,30904,484
BOSTON SCIENTIFIC CORP COMStock1011371071,64737,960SH SOLE037,6600300
PROCTER AND GAMBLE CO COMStock7427181094,96035,477SH SOLE035,2530223
COCA COLA CO COMStock1912161003,21161,205SH SOLE061,0050200
PPG INDS INC COMStock6935061074433,099SH SOLE03,09900
UNITED PARCEL SERVICE INC CL BStock9113121061,2476,846SH SOLE01,26405,581
BIOGEN INC COMStock09062X1039503,357SH SOLE03,35700
KVH INDS INC COMStock48273810111111,500SH SOLE011,50000
INTEL CORP COMStock4581401004959,297SH SOLE090608,391
CME GROUP INC COMStock12572Q10511,20057,916SH SOLE057,6860230
MEDTRONIC PLC SHSStockG5960L1031,1529,189SH SOLE01,25007,939
LAUDER ESTEE COS INC CL AStock518439104212708SH SOLE0690018
SANOFI SPONSORED ADRADR80105N1051,30327,020SH SOLE026,9200100
MERCK & CO INC COMStock58933Y1054,62961,635SH SOLE057,16704,467
SPDR S&P 500 ETFETF78462F1034,31110,046SH SOLE09,967078
ILLINOIS TOOL WKS INC COMStock4523081092141,035SH SOLE06350400
CRISPR THERAPEUTICS AG NAMEN AKTStockH171821082071,850SH SOLE01,85000
DIAGEO PLC SPON ADR NEWADR25243Q2051,0995,693SH SOLE033205,361
SMUCKER J M CO COM NEWStock8326964057095,905SH SOLE05,830075
TEGNA INC COMStock87901J10526913,650SH SOLE013,65000
VERIZON COMMUNICATIONS INC COMStock92343V1045,24897,174SH SOLE079,360017,814
FEDEX CORP COMStock31428X1063,41015,552SH SOLE015,3670185
PEPSICO INC COMStock7134481083,40422,634SH SOLE013,00409,630
KIMBERLY-CLARK CORP COMStock4943681034,15031,334SH SOLE031,2340100
HONEYWELL INTL INC COMStock4385161066803,205SH SOLE02,03001,175
US BANCORP DEL COM NEWStock9029733043916,579SH SOLE06,57900
HOME DEPOT INC COMStock4370761021,8965,776SH SOLE038005,396
BAXTER INTL INC COMStock0718131093464,300SH SOLE04,30000
AUTOMATIC DATA PROCESSING INC COMStock0530151032051,027SH SOLE02000827
DUPONT DE NEMOURS INC COMStock26614N1022,65038,981SH SOLE038,897084
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFETF46435G24339815,305SH SOLE00015,305
SPDR GOLD SHARESETF78463V1073221,960SH SOLE01,96000
BECTON DICKINSON & CO COMStock0758871095742,334SH SOLE07202,262
ISHARES RUSSELL 1000 GROWTH ETFETF4642876145492,004SH SOLE0002,004
LABORATORY CORP AMER HLDGS COM NEWStock50540R4094221,500SH SOLE01,50000
SCHWAB INTERNATIONAL EQUITY ETFETF80852480512,888333,032SH SOLE019,7460313,286
SPDR PORTFOLIO S&P 400 MID CAP ETFETF78464A84747710,324SH SOLE01,53608,788
AON PLC SHS CL AStockG0403H1081,2804,480SH SOLE0004,480
ISHARES S&P SMALL-CAP FUNDETF4642878042,01918,490SH SOLE018,49000
BERKSHIRE HATHAWAY INC DEL CL B NEWStock08467070210,54238,625SH SOLE033,91804,707
ADOBE SYSTEMS INCORPORATED COMStock00724F10112,76222,167SH SOLE021,9800187
WEYERHAEUSER CO MTN BE COM NEWREIT9621661042025,676SH SOLE05,1880488
ALPHABET INC CAP STK CL AStock02079K3057,5182,812SH SOLE02,7070105
FISERV INC COMStock3377381081,85917,131SH SOLE015,85001,281
DROPBOX INC CL AStock26210C1042,998102,590SH SOLE0102,2750315
INTUIT COMStock46120210317,03831,581SH SOLE031,3860195
UNILEVER PLC SPON ADR NEWADR9047677044,96291,513SH SOLE089,39302,120
COMCAST CORP NEW CL AStock20030N1012484,433SH SOLE03,7030730
MICROSOFT CORP COMStock5949181047,59426,937SH SOLE018,52008,417
CVS HEALTH CORP COMStock1266501004305,067SH SOLE02,57302,494
SONOS INC COMStock83570H1081,95560,420SH SOLE060,0900330
BERKSHIRE HATHAWAY INC DEL CL AStock0846701084111SH SOLE0001
CBOE GLOBAL MKTS INC COMStock12503M1088,35767,471SH SOLE067,2210250
BOEING CO COMStock0970231057243,291SH SOLE03,277014
NEXTERA ENERGY INC COMStock65339F1013123,972SH SOLE03,5400432
ALIGN TECHNOLOGY INC COMStock016255101496745SH SOLE000745
VANGUARD SHORT-TERM GOVERNMENT BOND ETFETF92206C10217,792289,724SH SOLE014,8930274,831
ISHARES ESG AWARE U.S. AGGREGATE BOND ETFETF46435U5493887,044SH SOLE0007,044
EASTGROUP PPTYS INC COMREIT2772761014672,801SH SOLE0002,801
VORNADO RLTY TR SH BEN INTREIT9290421092886,850SH SOLE06,85000
VANGUARD FTSE EUROPE ETFETF9220428745,70786,980SH SOLE086,2800700
BROOKFIELD ASSET MGMT INC CL A LTD VT SHStock1125851043847,173SH SOLE021106,962
VANGUARD S&P 500 ETFETF9229083635161,309SH SOLE0001,308
ILLUMINA INC COMStock4523271096251,540SH SOLE01,54000
CORTEVA INC COMStock22052L1043,43781,679SH SOLE081,0730606
ISHARES 0-5 YEAR TIPS BOND ETFETF46429B7472252,130SH SOLE02,13000
INVESCO CURRENCYSHARES EURO TRUSTETF46138K1037577,010SH SOLE0007,010
SPDR S&P 600 SMALL CAP ETFETF78464A81312,754134,618SH SOLE06,7410127,877
AIR PRODS & CHEMS INC COMStock0091581067983,117SH SOLE019302,924
SCHWAB U.S. MID-CAP ETFETF80852450812,846167,569SH SOLE08,0180159,551
DUKE ENERGY CORP NEW COM NEWStock26441C2041,82018,650SH SOLE07,017011,633
ISHARES FLOATING RATE BOND ETFETF46429B65511,362223,495SH SOLE0222,24501,250
ISHARES SELECT DIVIDEND ETFETF4642871687696,705SH SOLE06,665040
ENTERGY CORP NEW COMStock29364G1035355,389SH SOLE05,38900
ISHARES RUSSELL MID-CAP GROWTH ETFETF4642874812562,286SH SOLE01,16001,126
UTZ BRANDS INC COM CL AStock9180901011,09764,020SH SOLE064,02000
REPUBLIC BANCORP INC KY CL AStock7602812042,27644,926SH SOLE044,92600
SCHWAB US AGGREGATE BOND ETFETF8085248392274,180SH SOLE04,18000
AIRBNB INC COM CL AStock0090661011,83310,925SH SOLE010,865060
SCHWAB US DIVIDEND EQUITY ETFETF8085247974,64962,626SH SOLE062,576050
VISA INC COM CL AStock92826C8392311,039SH SOLE07620277
ISHARES MSCI INDIA INDEX FUNDETF46429B5982,84958,522SH SOLE058,52200
PHILLIPS 66 COMStock7185461046329,025SH SOLE01,12007,905
FACEBOOK INC CL AStock30303M1023,92811,575SH SOLE011,3710204
THERAPEUTICSMD INC COMStock88338N1073851,532SH SOLE051,53200
WASHINGTON REAL ESTATE INVT TR SH BEN INTREIT93965310141116,600SH SOLE016,60000
MONDELEZ INTL INC CL AStock6092071051,15719,882SH SOLE03,880016,002
BROADCOM INC COMStock11135F1011,8683,853SH SOLE032803,525
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFETF9220208055,24099,650SH SOLE099,65000
CANADIAN PAC RY LTD COMStock13645T1007,414113,935SH SOLE0113,5600375
NOVARTIS AG SPONSORED ADRADR66987V1094054,955SH SOLE054704,408
ROYAL BK CDA COMStock7800871021,71817,265SH SOLE017,26500
ACCENTURE PLC IRELAND SHS CLASS AStockG1151C1011,3374,178SH SOLE033003,848
NVIDIA CORPORATION COMStock67066G1049354,514SH SOLE04,426088
SANDY SPRING BANCORP INC COMStock8003631032966,450SH SOLE06,45000
GENUINE PARTS CO COMStock3724601051,26310,416SH SOLE060609,810
ABBVIE INC COMStock00287Y1093673,406SH SOLE03,389017
ZOETIS INC CL AStock98978V1033181,637SH SOLE01,600037
FIRST TRUST PREFERRED SECURITIES AND INCOME ETFETF33739E10841320,097SH SOLE00020,097
QUALCOMM INC COMStock7475251036,41349,718SH SOLE035,407014,311
GENERAL DYNAMICS CORP COMStock3695501083,41717,430SH SOLE017,2900140
MCDONALDS CORP COMStock5801351011,2795,305SH SOLE039504,910
CISCO SYS INC COMStock17275R1021,78732,825SH SOLE05,837026,988
CAPITAL ONE FINL CORP COMStock14040H1053632,242SH SOLE02,209033
AT&T INC COMStock00206R1022238,247SH SOLE07,5740673
CLEARWAY ENERGY INC CL CStock18539C20443814,480SH SOLE014,48000
ISHARES CORE S&P 500 ETFETF4642872007141,657SH SOLE08800777
CIGNA CORP NEW COMStock1255231003,22516,111SH SOLE016,10308
WELLS FARGO CO NEW COMStock9497461012826,080SH SOLE04,39001,690
UNION PAC CORP COMStock9078181085242,673SH SOLE02,639034
RIO TINTO PLC SPONSORED ADRADR7672041005257,855SH SOLE07,85500
ISHARES MBS ETFETF4642885888,19175,745SH SOLE075,1450600
REPUBLIC SVCS INC COMStock7607591004453,707SH SOLE01,14102,566
THERMO FISHER SCIENTIFIC INC COMStock8835561021,7183,007SH SOLE022802,779
LOCKHEED MARTIN CORP COMStock5398301091,0152,940SH SOLE056402,376
JPMORGAN CHASE & CO COMStock46625H1004,90929,992SH SOLE016,721013,271
CHEVRON CORP NEW COMStock1667641001,57115,485SH SOLE07,68007,805
MARKEL CORP COMStock570535104233195SH SOLE019500
DANAHER CORPORATION COMStock2358511021,8986,236SH SOLE05,5600676
BK OF AMERICA CORP COMStock0605051041,75641,360SH SOLE010,057031,303
VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF92204A108276890SH SOLE089000
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFETF78464A80574514,056SH SOLE0688013,368
WALMART INC COMStock9311421032942,110SH SOLE02,11000
INTERNATIONAL BUSINESS MACHS COMStock4592001014763,423SH SOLE02,8110612
RAYTHEON TECHNOLOGIES CORP COMStock75513E1011,64219,100SH SOLE09,71609,384
TEXAS INSTRS INC COMStock88250810412,31464,063SH SOLE063,6240439
TARGET CORP COMStock87612E1065952,599SH SOLE02,570029
VANGUARD HIGH DIVIDEND YIELD ETFETF9219464061,82117,624SH SOLE017,62300
PFIZER INC COMStock71708110351111,875SH SOLE011,6170258
3M CO COMStock88579Y1011,5018,556SH SOLE08,55600
KLA CORP COM NEWStock4824801004511,348SH SOLE012201,226
ALPHABET INC CAP STK CL CStock02079K1071,916719SH SOLE0680039
AMERICAN EXPRESS CO COMStock0258161093,16718,905SH SOLE09,59909,306
AMGEN INC COMStock0311621007273,419SH SOLE03,322097
APPLIED MATLS INC COMStock0382221053032,350SH SOLE02,35000
ANALOG DEVICES INC COMStock0326541058334,972SH SOLE045004,522
TRANSDIGM GROUP INC COMStock893641100312499SH SOLE000499
ISHARES CORE U.S. AGGREGATE BOND ETFETF4642872262432,120SH SOLE02,12000
SPDR PORTFOLIO S&P 500 ETFETF78464A8549,079179,918SH SOLE017,2070162,711
EATON CORP PLC SHSStockG291831034272,859SH SOLE01,83801,021
CYBERARK SOFTWARE LTD SHSStockM2682V1081,0716,785SH SOLE06,745040
ETFMG PRIME CYBER SECURITY ETFETF26924G2013,19452,510SH SOLE052,430080
SAUL CTRS INC COMREIT8043951012,63859,880SH SOLE059,88000
PARKER-HANNIFIN CORP COMStock7010941048282,962SH SOLE03702,925
BRISTOL-MYERS SQUIBB CO COMStock1101221085379,076SH SOLE08,9140162
DOMINION ENERGY INC COMStock25746U1098,293113,569SH SOLE098,789014,780
AGILENT TECHNOLOGIES INC COMStock00846U1017544,787SH SOLE01,08503,702
EXXON MOBIL CORP COMStock30231G1023,30056,105SH SOLE050,49105,614
UNITEDHEALTH GROUP INC COMStock91324P1021,0092,584SH SOLE040102,182
LOWES COS INC COMStock5486611076633,270SH SOLE014903,121
SOLAREDGE TECHNOLOGIES INC COMStock83417M1043,13711,828SH SOLE011,1350693
DEERE & CO COMStock2441991051,5654,670SH SOLE04,655015
SOUTHWEST AIRLS CO COMStock84474110870213,642SH SOLE013,2420400
ISHARES MSCI ACWI INDEX FUNDETF4642882572152,150SH SOLE02,15000
UTILITIES SELECT SECTOR SPDR FUNDETF81369Y8869,632150,788SH SOLE015,2910135,497
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSADR3444191062,83332,673SH SOLE032,5230150
LINDBLAD EXPEDITIONS HLDGS INC COMStock5352191091,17780,675SH SOLE080,67500
ISHARES S&P MIDCAP FUNDETF464287507249946SH SOLE094600
APPLE INC COMStock0378331006,47145,729SH SOLE032,166013,562
ABBOTT LABS COMStock0028241001,71314,502SH SOLE05,81408,688
DISNEY WALT CO COMStock2546871066,81740,294SH SOLE033,65506,639
INVESCO PREFERRED ETFETF46138E51111,022733,354SH SOLE038,2620695,092
SPDR BLOOMBERG 1-3 MONTH T-BILL ETFETF78468R6632672,921SH SOLE0002,921