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 7,971 2,426 SH   SOLE 0 2,426 0 0
INVESCO QQQ TRUST ETF 46090E103 436 1,218 SH   SOLE 0 1,218 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 20,046 134,247 SH   SOLE 0 134,246 0 0
VULCAN MATLS CO COM Stock 929160109 1,199 7,090 SH   SOLE 0 7,090 0 0
JOHNSON & JOHNSON COM Stock 478160104 2,501 15,483 SH   SOLE 0 15,483 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 570 2,566 SH   SOLE 0 2,566 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 19,167 42,655 SH   SOLE 0 42,654 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 976 11,728 SH   SOLE 0 11,728 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 1,036 7,410 SH   SOLE 0 7,409 0 0
COCA COLA CO COM Stock 191216100 1,009 19,222 SH   SOLE 0 19,221 0 0
IDEX CORP COM Stock 45167R104 553 2,674 SH   SOLE 0 2,674 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 9,643 94,746 SH   SOLE 0 94,745 0 0
INTEL CORP COM Stock 458140100 288 5,400 SH   SOLE 0 5,400 0 0
WATERS CORP COM Stock 941848103 1,011 2,830 SH   SOLE 0 2,830 0 0
MERCK & CO INC COM Stock 58933Y105 5,732 76,311 SH   SOLE 0 76,310 0 0
SPDR S&P 500 ETF ETF 78462F103 860 2,005 SH   SOLE 0 2,005 0 0
CORNING INC COM Stock 219350105 1,202 32,952 SH   SOLE 0 32,951 0 0
EDWARDS LIFESCIENCES CORP COM Stock 28176E108 558 4,925 SH   SOLE 0 4,925 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 419 7,767 SH   SOLE 0 7,766 0 0
FEDEX CORP COM Stock 31428X106 285 1,300 SH   SOLE 0 1,300 0 0
PEPSICO INC COM Stock 713448108 385 2,557 SH   SOLE 0 2,557 0 0
HONEYWELL INTL INC COM Stock 438516106 10,266 48,362 SH   SOLE 0 48,361 0 0
US BANCORP DEL COM NEW Stock 902973304 2,054 34,551 SH   SOLE 0 34,551 0 0
HOME DEPOT INC COM Stock 437076102 3,088 9,408 SH   SOLE 0 9,408 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 640 3,200 SH   SOLE 0 3,200 0 0
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 1,372 52,828 SH   SOLE 0 52,828 0 0
SPDR ICE PREFERRED SECURITIES ETF ETF 78464A292 6,013 138,346 SH   SOLE 0 138,346 0 0
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 5,595 33,574 SH   SOLE 0 33,574 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1,125 4,104 SH   SOLE 0 4,103 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201 35,188 338,247 SH   SOLE 0 338,247 0 0
IQVIA HLDGS INC COM Stock 46266C105 2,545 10,624 SH   SOLE 0 10,624 0 0
TELEFLEX INCORPORATED COM Stock 879369106 8,624 22,903 SH   SOLE 0 22,903 0 0
MSC INDL DIRECT INC CL A Stock 553530106 377 4,700 SH   SOLE 0 4,700 0 0
CENTENE CORP DEL COM Stock 15135B101 1,240 19,905 SH   SOLE 0 19,905 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 901 3,300 SH   SOLE 0 3,299 0 0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 2,737 33,214 SH   SOLE 0 33,214 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 3,526 1,319 SH   SOLE 0 1,319 0 0
FISERV INC COM Stock 337738108 4,852 44,721 SH   SOLE 0 44,721 0 0
NEWMONT CORP COM Stock 651639106 1,363 25,102 SH   SOLE 0 25,102 0 0
COMCAST CORP NEW CL A Stock 20030N101 5,948 106,352 SH   SOLE 0 106,352 0 0
MICROSOFT CORP COM Stock 594918104 23,678 83,990 SH   SOLE 0 83,990 0 0
CVS HEALTH CORP COM Stock 126650100 521 6,145 SH   SOLE 0 6,145 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 209 956 SH   SOLE 0 956 0 0
NEXTERA ENERGY INC COM Stock 65339F101 351 4,471 SH   SOLE 0 4,471 0 0
NIKE INC CL B Stock 654106103 1,372 9,447 SH   SOLE 0 9,446 0 0
NXP SEMICONDUCTORS N V COM Stock N6596X109 1,482 7,569 SH   SOLE 0 7,568 0 0
AMPHENOL CORP NEW CL A Stock 032095101 11,364 155,183 SH   SOLE 0 155,183 0 0
BLACKROCK CORE BD TR SHS BEN INT CEF 09249E101 497 30,000 SH   SOLE 0 30,000 0 0
CLARIVATE PLC ORD SHS Stock G21810109 2,680 122,387 SH   SOLE 0 122,387 0 0
KKR & CO INC COM Stock 48251W104 7,274 119,489 SH   SOLE 0 119,489 0 0
VANGUARD S&P 500 ETF ETF 922908363 1,703 4,318 SH   SOLE 0 4,318 0 0
SPDR S&P MIDCAP 400 ETF ETF 78467Y107 226 471 SH   SOLE 0 470 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1,912 12,762 SH   SOLE 0 12,761 0 0
ISHARES CYBERSECURITY AND TECH ETF ETF 46435U135 839 19,310 SH   SOLE 0 19,310 0 0
LILLY ELI & CO COM Stock 532457108 1,067 4,620 SH   SOLE 0 4,620 0 0
AIR PRODS & CHEMS INC COM Stock 009158106 8,248 32,204 SH   SOLE 0 32,203 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 469 2,144 SH   SOLE 0 2,144 0 0
FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 9,327 76,653 SH   SOLE 0 76,652 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 3,310 46,626 SH   SOLE 0 46,626 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 935 18,059 SH   SOLE 0 18,059 0 0
PAYA HOLDINGS INC COM CL A Stock 70434P103 350 32,200 SH   SOLE 0 32,200 0 0
XYLEM INC COM Stock 98419M100 8,606 69,579 SH   SOLE 0 69,579 0 0
VISA INC COM CL A Stock 92826C839 8,564 38,447 SH   SOLE 0 38,447 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106 342 1,000 SH   SOLE 0 1,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1,353 4,228 SH   SOLE 0 4,228 0 0
ISHARES SHORT TERM CORPORATE BOND ETF 464288646 45,344 829,874 SH   SOLE 0 829,873 0 0
GENUINE PARTS CO COM Stock 372460105 249 2,050 SH   SOLE 0 2,050 0 0
CHURCH & DWIGHT INC COM Stock 171340102 780 9,450 SH   SOLE 0 9,450 0 0
AMETEK INC COM Stock 031100100 8,286 66,815 SH   SOLE 0 66,815 0 0
XILINX INC COM Stock 983919101 8,692 57,568 SH   SOLE 0 57,568 0 0
HENRY SCHEIN INC COM Stock 806407102 895 11,750 SH   SOLE 0 11,750 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 1,340 11,297 SH   SOLE 0 11,297 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 6,751 15,670 SH   SOLE 0 15,670 0 0
HANCOCK JOHN PFD INCOME FD SH BEN INT CEF 41013W108 360 16,725 SH   SOLE 0 16,725 0 0
WELLS FARGO CO NEW COM Stock 949746101 636 13,702 SH   SOLE 0 13,701 0 0
VMWARE INC CL A COM Stock 928563402 4,199 28,238 SH   SOLE 0 28,238 0 0
UNION PAC CORP COM Stock 907818108 611 3,115 SH   SOLE 0 3,115 0 0
ECOLAB INC COM Stock 278865100 8,009 38,391 SH   SOLE 0 38,390 0 0
ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 1,779 45,827 SH   SOLE 0 45,827 0 0
SALESFORCE COM INC COM Stock 79466L302 1,228 4,526 SH   SOLE 0 4,526 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 18,081 31,648 SH   SOLE 0 31,647 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 10,961 66,963 SH   SOLE 0 66,963 0 0
CHEVRON CORP NEW COM Stock 166764100 2,701 26,619 SH   SOLE 0 26,619 0 0
MARKEL CORP COM Stock 570535104 1,063 890 SH   SOLE 0 889 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2,364 46,816 SH   SOLE 0 46,816 0 0
DANAHER CORPORATION COM Stock 235851102 20,957 68,836 SH   SOLE 0 68,836 0 0
M & T BK CORP COM Stock 55261F104 732 4,900 SH   SOLE 0 4,900 0 0
BK OF AMERICA CORP COM Stock 060505104 2,013 47,429 SH   SOLE 0 47,429 0 0
WALMART INC COM Stock 931142103 550 3,944 SH   SOLE 0 3,943 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 375 2,700 SH   SOLE 0 2,700 0 0
ORACLE CORP COM Stock 68389X105 316 3,630 SH   SOLE 0 3,630 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1,146 13,334 SH   SOLE 0 13,334 0 0
TEXAS INSTRS INC COM Stock 882508104 6,036 31,401 SH   SOLE 0 31,400 0 0
PFIZER INC COM Stock 717081103 523 12,150 SH   SOLE 0 12,149 0 0
MORGAN STANLEY COM NEW Stock 617446448 365 3,750 SH   SOLE 0 3,750 0 0
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 16,619 321,569 SH   SOLE 0 321,569 0 0
3M CO COM Stock 88579Y101 410 2,340 SH   SOLE 0 2,340 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 2,882 1,081 SH   SOLE 0 1,081 0 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX ETF 33733E302 244 1,035 SH   SOLE 0 1,035 0 0
IHS MARKIT LTD SHS Stock G47567105 10,160 87,119 SH   SOLE 0 87,118 0 0
CATALENT INC COM Stock 148806102 11,288 84,824 SH   SOLE 0 84,824 0 0
SYNEOS HEALTH INC CL A Stock 87166B102 7,039 80,461 SH   SOLE 0 80,461 0 0
IDACORP INC COM Stock 451107106 583 5,638 SH   SOLE 0 5,638 0 0
ROBERT HALF INTL INC COM Stock 770323103 1,119 11,150 SH   SOLE 0 11,150 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105 333 1,700 SH   SOLE 0 1,700 0 0
FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 571 18,784 SH   SOLE 0 18,784 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 2,136 12,635 SH   SOLE 0 12,635 0 0
EXXON MOBIL CORP COM Stock 30231G102 393 6,676 SH   SOLE 0 6,676 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 1,258 3,220 SH   SOLE 0 3,220 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 1,151 4,341 SH   SOLE 0 4,341 0 0
ISHARES IBONDS 2022 CORP BOND ETF 46434VBA7 500 19,747 SH   SOLE 0 19,747 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 265 1,019 SH   SOLE 0 1,019 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 9,390 54,178 SH   SOLE 0 54,177 0 0
APPLE INC COM Stock 037833100 4,849 34,269 SH   SOLE 0 34,269 0 0
ISHARES IBONDS 2023 CORP BOND ETF 46434VAX8 496 19,096 SH   SOLE 0 19,096 0 0
ABBOTT LABS COM Stock 002824100 10,719 90,743 SH   SOLE 0 90,742 0 0
DISNEY WALT CO COM Stock 254687106 1,844 10,902 SH   SOLE 0 10,902 0 0
INVESCO PREFERRED ETF ETF 46138E511 10,050 668,650 SH   SOLE 0 668,650 0 0