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
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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
AMAZON COM INC COM Stock 023135106 7,339 2,133 SH   SOLE 0 2,133 0 0
INVESCO QQQ TRUST ETF 46090E103 444 1,253 SH   SOLE 0 1,252 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 23,169 156,908 SH   SOLE 0 156,907 0 0
VULCAN MATLS CO COM Stock 929160109 1,239 7,115 SH   SOLE 0 7,115 0 0
JOHNSON & JOHNSON COM Stock 478160104 2,491 15,122 SH   SOLE 0 15,122 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 211 947 SH   SOLE 0 947 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 17,164 43,379 SH   SOLE 0 43,379 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 954 11,518 SH   SOLE 0 11,518 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 1,007 7,465 SH   SOLE 0 7,464 0 0
COCA COLA CO COM Stock 191216100 1,040 19,222 SH   SOLE 0 19,221 0 0
IDEX CORP COM Stock 45167R104 588 2,674 SH   SOLE 0 2,674 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 9,315 91,511 SH   SOLE 0 91,510 0 0
INTEL CORP COM Stock 458140100 303 5,400 SH   SOLE 0 5,400 0 0
WATERS CORP COM Stock 941848103 978 2,830 SH   SOLE 0 2,830 0 0
MERCK & CO INC COM Stock 58933Y105 5,734 73,734 SH   SOLE 0 73,734 0 0
SPDR S&P 500 ETF ETF 78462F103 858 2,005 SH   SOLE 0 2,005 0 0
CORNING INC COM Stock 219350105 1,323 32,352 SH   SOLE 0 32,351 0 0
EDWARDS LIFESCIENCES CORP COM Stock 28176E108 510 4,925 SH   SOLE 0 4,925 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 487 8,692 SH   SOLE 0 8,691 0 0
PEPSICO INC COM Stock 713448108 292 1,972 SH   SOLE 0 1,972 0 0
HONEYWELL INTL INC COM Stock 438516106 10,643 48,519 SH   SOLE 0 48,518 0 0
US BANCORP DEL COM NEW Stock 902973304 1,973 34,626 SH   SOLE 0 34,626 0 0
HOME DEPOT INC COM Stock 437076102 2,849 8,933 SH   SOLE 0 8,933 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 636 3,200 SH   SOLE 0 3,200 0 0
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 1,173 45,041 SH   SOLE 0 45,041 0 0
SPDR ICE PREFERRED SECURITIES ETF ETF 78464A292 5,389 121,866 SH   SOLE 0 121,865 0 0
BECTON DICKINSON & CO COM Stock 075887109 1,478 6,078 SH   SOLE 0 6,078 0 0
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 5,247 32,483 SH   SOLE 0 32,483 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1,114 4,104 SH   SOLE 0 4,103 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201 35,753 343,878 SH   SOLE 0 343,878 0 0
IQVIA HLDGS INC COM Stock 46266C105 2,675 11,039 SH   SOLE 0 11,039 0 0
TELEFLEX INCORPORATED COM Stock 879369106 9,035 22,486 SH   SOLE 0 22,486 0 0
MSC INDL DIRECT INC CL A Stock 553530106 422 4,700 SH   SOLE 0 4,700 0 0
CENTENE CORP DEL COM Stock 15135B101 1,379 18,905 SH   SOLE 0 18,905 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 907 3,263 SH   SOLE 0 3,262 0 0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 2,702 32,669 SH   SOLE 0 32,669 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 3,367 1,379 SH   SOLE 0 1,379 0 0
FISERV INC COM Stock 337738108 4,801 44,913 SH   SOLE 0 44,913 0 0
NEWMONT CORP COM Stock 651639106 1,400 22,092 SH   SOLE 0 22,092 0 0
COMCAST CORP NEW CL A Stock 20030N101 5,085 89,179 SH   SOLE 0 89,179 0 0
MICROSOFT CORP COM Stock 594918104 23,453 86,575 SH   SOLE 0 86,575 0 0
CVS HEALTH CORP COM Stock 126650100 396 4,745 SH   SOLE 0 4,745 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 215 956 SH   SOLE 0 956 0 0
NEXTERA ENERGY INC COM Stock 65339F101 304 4,146 SH   SOLE 0 4,146 0 0
NIKE INC CL B Stock 654106103 1,486 9,622 SH   SOLE 0 9,621 0 0
NXP SEMICONDUCTORS N V COM Stock N6596X109 1,444 7,019 SH   SOLE 0 7,018 0 0
AMPHENOL CORP NEW CL A Stock 032095101 10,715 156,622 SH   SOLE 0 156,622 0 0
BLACKROCK CORE BD TR SHS BEN INT CEF 09249E101 496 30,000 SH   SOLE 0 30,000 0 0
CLARIVATE PLC ORD SHS Stock G21810109 3,434 124,742 SH   SOLE 0 124,742 0 0
KKR & CO INC COM Stock 48251W104 6,937 117,102 SH   SOLE 0 117,101 0 0
VANGUARD S&P 500 ETF ETF 922908363 1,603 4,073 SH   SOLE 0 4,073 0 0
SPDR S&P MIDCAP 400 ETF ETF 78467Y107 231 471 SH   SOLE 0 470 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1,951 12,947 SH   SOLE 0 12,946 0 0
ISHARES CYBERSECURITY AND TECH ETF ETF 46435U135 780 18,085 SH   SOLE 0 18,085 0 0
LILLY ELI & CO COM Stock 532457108 1,210 5,270 SH   SOLE 0 5,270 0 0
AIR PRODS & CHEMS INC COM Stock 009158106 9,198 31,972 SH   SOLE 0 31,971 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 509 2,218 SH   SOLE 0 2,218 0 0
TWILIO INC CL A Stock 90138F102 218 554 SH   SOLE 0 554 0 0
FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 11,097 78,332 SH   SOLE 0 78,332 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 3,992 46,978 SH   SOLE 0 46,978 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 847 17,421 SH   SOLE 0 17,421 0 0
PAYA HOLDINGS INC COM CL A Stock 70434P103 355 32,200 SH   SOLE 0 32,200 0 0
XYLEM INC COM Stock 98419M100 8,437 70,329 SH   SOLE 0 70,328 0 0
VISA INC COM CL A Stock 92826C839 8,930 38,192 SH   SOLE 0 38,192 0 0
CANADIAN PAC RY LTD COM Stock 13645T100 204 2,650 SH   SOLE 0 2,650 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106 352 1,000 SH   SOLE 0 1,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1,128 3,828 SH   SOLE 0 3,828 0 0
KROGER CO COM Stock 501044101 1,314 34,300 SH   SOLE 0 34,300 0 0
ISHARES SHORT TERM CORPORATE BOND ETF 464288646 42,210 770,107 SH   SOLE 0 770,106 0 0
GENUINE PARTS CO COM Stock 372460105 265 2,098 SH   SOLE 0 2,098 0 0
CHURCH & DWIGHT INC COM Stock 171340102 805 9,450 SH   SOLE 0 9,450 0 0
AMETEK INC COM Stock 031100100 8,995 67,379 SH   SOLE 0 67,379 0 0
XILINX INC COM Stock 983919101 8,402 58,092 SH   SOLE 0 58,092 0 0
HENRY SCHEIN INC COM Stock 806407102 872 11,750 SH   SOLE 0 11,750 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 1,335 11,337 SH   SOLE 0 11,337 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 6,739 15,674 SH   SOLE 0 15,674 0 0
HANCOCK JOHN PFD INCOME FD SH BEN INT CEF 41013W108 361 16,725 SH   SOLE 0 16,725 0 0
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF ETF 46138J700 1,115 52,860 SH   SOLE 0 52,860 0 0
WELLS FARGO CO NEW COM Stock 949746101 621 13,708 SH   SOLE 0 13,707 0 0
VMWARE INC CL A COM Stock 928563402 2,766 17,290 SH   SOLE 0 17,290 0 0
UNION PAC CORP COM Stock 907818108 863 3,925 SH   SOLE 0 3,925 0 0
ECOLAB INC COM Stock 278865100 7,937 38,535 SH   SOLE 0 38,535 0 0
ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 1,805 45,882 SH   SOLE 0 45,882 0 0
SALESFORCE COM INC COM Stock 79466L302 1,115 4,566 SH   SOLE 0 4,566 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 16,132 31,979 SH   SOLE 0 31,978 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 10,356 66,583 SH   SOLE 0 66,583 0 0
CHEVRON CORP NEW COM Stock 166764100 2,619 25,000 SH   SOLE 0 25,000 0 0
MARKEL CORP COM Stock 570535104 1,004 846 SH   SOLE 0 845 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 720 13,978 SH   SOLE 0 13,978 0 0
DANAHER CORPORATION COM Stock 235851102 19,126 71,271 SH   SOLE 0 71,271 0 0
M & T BK CORP COM Stock 55261F104 712 4,900 SH   SOLE 0 4,900 0 0
BK OF AMERICA CORP COM Stock 060505104 1,775 43,056 SH   SOLE 0 43,056 0 0
SPDR S&P DIVIDEND ETF ETF 78464A763 284 2,322 SH   SOLE 0 2,322 0 0
WALMART INC COM Stock 931142103 536 3,799 SH   SOLE 0 3,798 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 421 2,875 SH   SOLE 0 2,875 0 0
ORACLE CORP COM Stock 68389X105 283 3,630 SH   SOLE 0 3,630 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1,083 12,696 SH   SOLE 0 12,696 0 0
TEXAS INSTRS INC COM Stock 882508104 4,726 24,574 SH   SOLE 0 24,574 0 0
PFIZER INC COM Stock 717081103 476 12,149 SH   SOLE 0 12,148 0 0
MORGAN STANLEY COM NEW Stock 617446448 344 3,750 SH   SOLE 0 3,750 0 0
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 13,096 252,678 SH   SOLE 0 252,678 0 0
3M CO COM Stock 88579Y101 487 2,453 SH   SOLE 0 2,453 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 2,921 1,165 SH   SOLE 0 1,165 0 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX ETF 33733E302 253 1,035 SH   SOLE 0 1,035 0 0
IHS MARKIT LTD SHS Stock G47567105 9,921 88,058 SH   SOLE 0 88,057 0 0
CATALENT INC COM Stock 148806102 9,333 86,319 SH   SOLE 0 86,319 0 0
SYNEOS HEALTH INC CL A Stock 87166B102 6,158 68,816 SH   SOLE 0 68,816 0 0
IDACORP INC COM Stock 451107106 559 5,738 SH   SOLE 0 5,738 0 0
ROBERT HALF INTL INC COM Stock 770323103 903 10,150 SH   SOLE 0 10,150 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105 324 1,700 SH   SOLE 0 1,700 0 0
FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 572 18,784 SH   SOLE 0 18,784 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 1,947 12,635 SH   SOLE 0 12,635 0 0
EXXON MOBIL CORP COM Stock 30231G102 357 5,666 SH   SOLE 0 5,666 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 1,300 3,245 SH   SOLE 0 3,245 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 1,200 4,341 SH   SOLE 0 4,341 0 0
ISHARES IBONDS 2022 CORP BOND ETF 46434VBA7 557 21,912 SH   SOLE 0 21,912 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 287 985 SH   SOLE 0 985 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 10,493 53,785 SH   SOLE 0 53,784 0 0
APPLE INC COM Stock 037833100 4,673 34,117 SH   SOLE 0 34,117 0 0
ISHARES IBONDS 2023 CORP BOND ETF 46434VAX8 498 19,096 SH   SOLE 0 19,096 0 0
ABBOTT LABS COM Stock 002824100 10,507 90,630 SH   SOLE 0 90,629 0 0
DISNEY WALT CO COM Stock 254687106 1,807 10,282 SH   SOLE 0 10,282 0 0
INVESCO PREFERRED ETF ETF 46138E511 10,247 668,879 SH   SOLE 0 668,878 0 0