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
AMAZON COM INC COM Stock 023135106 73,894 23,468 SH   SOLE 0 23,468 0 0
LENDINGTREE INC NEW COM Stock 52603B107 353 1,150 SH   SOLE 0 1,150 0 0
ULTA BEAUTY INC COM Stock 90384S303 347 1,550 SH   SOLE 0 1,550 0 0
INVESCO QQQ TRUST ETF 46090E103 11,249 40,488 SH   SOLE 0 40,488 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 662 5,672 SH   SOLE 0 5,672 0 0
STARBUCKS CORP COM Stock 855244109 6,253 72,772 SH   SOLE 0 72,772 0 0
SEMPRA ENERGY COM Stock 816851109 251 2,121 SH   SOLE 0 2,121 0 0
XPO LOGISTICS INC COM Stock 983793100 613 7,240 SH   SOLE 0 7,240 0 0
JOHNSON & JOHNSON COM Stock 478160104 58,299 391,590 SH   SOLE 0 391,590 0 0
EDITAS MEDICINE INC COM Stock 28106W103 849 30,250 SH   SOLE 0 30,250 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 244 1,431 SH   SOLE 0 1,430 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 29,462 82,991 SH   SOLE 0 82,991 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 2,166 49,129 SH   SOLE 0 49,129 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 11,475 230,106 SH   SOLE 0 230,105 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 317 2,479 SH   SOLE 0 2,479 0 0
YUM BRANDS INC COM Stock 988498101 415 4,542 SH   SOLE 0 4,542 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 404 10,570 SH   SOLE 0 10,570 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 22,881 164,624 SH   SOLE 0 164,623 0 0
COCA COLA CO COM Stock 191216100 8,189 165,862 SH   SOLE 0 165,862 0 0
GENERAL MLS INC COM Stock 370334104 282 4,566 SH   SOLE 0 4,566 0 0
ISHARES NEW YORK MUNI BOND ETF ETF 464288323 353 6,151 SH   SOLE 0 6,151 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106 273 1,638 SH   SOLE 0 1,638 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 13,384 169,508 SH   SOLE 0 169,508 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 255 1,735 SH   SOLE 0 1,735 0 0
APHRIA INC COM Stock 03765K104 55 12,500 SH   SOLE 0 12,500 0 0
INTEL CORP COM Stock 458140100 1,603 30,967 SH   SOLE 0 30,966 0 0
STATE STR CORP COM Stock 857477103 43,009 724,912 SH   SOLE 0 724,911 0 0
MEDTRONIC PLC SHS Stock G5960L103 32,099 308,892 SH   SOLE 0 308,891 0 0
FORTIVE CORP COM Stock 34959J108 29,604 388,458 SH   SOLE 0 388,458 0 0
NETFLIX INC COM Stock 64110L106 523 1,045 SH   SOLE 0 1,045 0 0
PEOPLES UNITED FINANCIAL INC COM Stock 712704105 375 36,400 SH   SOLE 0 36,400 0 0
SEI INVTS CO COM Stock 784117103 15,259 300,852 SH   SOLE 0 300,852 0 0
MERCK & CO. INC COM Stock 58933Y105 14,130 170,347 SH   SOLE 0 170,347 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 835 7,727 SH   SOLE 0 7,727 0 0
SPDR S&P 500 ETF ETF 78462F103 37,835 112,977 SH   SOLE 0 112,976 0 0
THE TRADE DESK INC COM CL A Stock 88339J105 19,746 38,063 SH   SOLE 0 38,063 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 12,105 35,796 SH   SOLE 0 35,796 0 0
SPRING BK PHARMACEUTICALS INC COM Stock 849431101 17 12,816 SH   SOLE 0 12,816 0 0
NUTANIX INC CL A Stock 67059N108 222 10,000 SH   SOLE 0 10,000 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 423 2,188 SH   SOLE 0 2,188 0 0
UNITED RENTALS INC COM Stock 911363109 8,962 51,357 SH   SOLE 0 51,357 0 0
EMERSON ELEC CO COM Stock 291011104 302 4,600 SH   SOLE 0 4,600 0 0
VERTEX PHARMACEUTICALS INC COM Stock 92532F100 383 1,408 SH   SOLE 0 1,408 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 7,391 124,244 SH   SOLE 0 124,244 0 0
PENN NATL GAMING INC COM Stock 707569109 1,564 21,518 SH   SOLE 0 21,518 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 43,745 62,784 SH   SOLE 0 62,783 0 0
PEPSICO INC COM Stock 713448108 31,016 223,791 SH   SOLE 0 223,790 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 1,012 11,699 SH   SOLE 0 11,699 0 0
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 225 3,600 SH   SOLE 0 3,600 0 0
COMPUGEN LTD ORD Stock M25722105 243 14,970 SH   SOLE 0 14,970 0 0
KIMBERLY CLARK CORP COM Stock 494368103 1,730 11,719 SH   SOLE 0 11,719 0 0
OKTA INC CL A Stock 679295105 224 1,048 SH   SOLE 0 1,048 0 0
HONEYWELL INTL INC COM Stock 438516106 20,324 123,469 SH   SOLE 0 123,469 0 0
FORD MTR CO DEL COM Stock 345370860 91 13,700 SH   SOLE 0 13,700 0 0
US BANCORP DEL COM NEW Stock 902973304 834 23,260 SH   SOLE 0 23,259 0 0
HOME DEPOT INC COM Stock 437076102 52,086 187,559 SH   SOLE 0 187,558 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 884 24,052 SH   SOLE 0 24,052 0 0
IOVANCE BIOTHERAPEUTICS INC COM Stock 462260100 346 10,500 SH   SOLE 0 10,500 0 0
SPDR GOLD SHARES ETF 78463V107 12,092 68,271 SH   SOLE 0 68,271 0 0
ISORAY INC COM Stock 46489V104 32 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 32,108 368,850 SH   SOLE 0 368,850 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 3,020 13,924 SH   SOLE 0 13,923 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 984 12,353 SH   SOLE 0 12,353 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 743 23,651 SH   SOLE 0 23,651 0 0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 78464A474 284 9,065 SH   SOLE 0 9,065 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 22,443 319,566 SH   SOLE 0 319,565 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 46,400 217,910 SH   SOLE 0 217,910 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 418 15,615 SH   SOLE 0 15,615 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 40,485 82,550 SH   SOLE 0 82,550 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 48,133 32,842 SH   SOLE 0 32,841 0 0
FISERV INC COM Stock 337738108 24,329 236,092 SH   SOLE 0 236,092 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 293 635 SH   SOLE 0 635 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108 27,390 144,532 SH   SOLE 0 144,531 0 0
SENSATA TECHNOLOGIES HLDNG PLC SHS Stock G8060N102 21,052 488,000 SH   SOLE 0 487,999 0 0
COMCAST CORP NEW CL A Stock 20030N101 485 10,493 SH   SOLE 0 10,493 0 0
MICROSOFT CORP COM Stock 594918104 135,198 642,805 SH   SOLE 0 642,804 0 0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 929 35,024 SH   SOLE 0 35,024 0 0
DOCUSIGN INC COM Stock 256163106 436 2,025 SH   SOLE 0 2,025 0 0
CVS HEALTH CORP COM Stock 126650100 23,926 409,696 SH   SOLE 0 409,695 0 0
ZILLOW GROUP INC Convertible 98954MAC5 43 30,000 SH   SOLE 0 30,000 0 0
VARIAN MED SYS INC COM Stock 92220P105 498 2,895 SH   SOLE 0 2,895 0 0
MACQUARIE INFRASTRUCTURE CORP COM Stock 55608B105 1,694 62,988 SH   SOLE 0 62,988 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 13,120 41 SH   SOLE 0 41 0 0
BOEING CO COM Stock 097023105 441 2,667 SH   SOLE 0 2,666 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 4,272 27,775 SH   SOLE 0 27,774 0 0
VANGUARD MID-CAP INDEX FUND ETF 922908629 4,723 26,794 SH   SOLE 0 26,794 0 0
NEXTERA ENERGY INC COM Stock 65339F101 493 1,777 SH   SOLE 0 1,777 0 0
NIKE INC CL B Stock 654106103 6,104 48,623 SH   SOLE 0 48,623 0 0
TESLA INC COM Stock 88160R101 1,510 3,520 SH   SOLE 0 3,520 0 0
VANGUARD HEALTH CARE INDEX FUND ETF 92204A504 259 1,272 SH   SOLE 0 1,272 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 216 8,973 SH   SOLE 0 8,973 0 0
NORFOLK SOUTHN CORP COM Stock 655844108 882 4,123 SH   SOLE 0 4,123 0 0
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT Stock G16258108 807 15,358 SH   SOLE 0 15,358 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 648 2,079 SH   SOLE 0 2,079 0 0
AMPHENOL CORP NEW CL A Stock 032095101 19,659 181,572 SH   SOLE 0 181,572 0 0
VANGUARD S&P 500 ETF ETF 922908363 9,460 30,749 SH   SOLE 0 30,748 0 0
GOLDMAN SACHS HUMAN EVOLUTION ETF ETF 381430297 1,973 30,705 SH   SOLE 0 30,705 0 0
SPDR S&P 600 SMALL CAP ETF ETF 78464A813 32,411 532,464 SH   SOLE 0 532,463 0 0
BOOKING HOLDINGS INC COM Stock 09857L108 19,388 11,334 SH   SOLE 0 11,334 0 0
LILLY ELI & CO COM Stock 532457108 460 3,107 SH   SOLE 0 3,107 0 0
AIR PRODS & CHEMS INC COM Stock 009158106 211 707 SH   SOLE 0 707 0 0
PELOTON INTERACTIVE INC CL A COM Stock 70614W100 281 2,835 SH   SOLE 0 2,835 0 0
AGENUS INC COM NEW Stock 00847G705 132 32,928 SH   SOLE 0 32,928 0 0
DRAFTKINGS INC COM CL A Stock 26142R104 253 4,300 SH   SOLE 0 4,300 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 582 3,886 SH   SOLE 0 3,886 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 540 6,101 SH   SOLE 0 6,101 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,116 69,286 SH   SOLE 0 69,285 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 1,536 28,644 SH   SOLE 0 28,644 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 1,211 14,822 SH   SOLE 0 14,822 0 0
EVERSOURCE ENERGY COM Stock 30040W108 709 8,480 SH   SOLE 0 8,480 0 0
SNOWFLAKE INC CL A Stock 833445109 203 810 SH   SOLE 0 810 0 0
CHEFS WHSE INC COM Stock 163086101 274 18,842 SH   SOLE 0 18,842 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 563 10,043 SH   SOLE 0 10,043 0 0
STAG INDL INC COM REIT 85254J102 214 7,017 SH   SOLE 0 7,017 0 0
VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 653 3,626 SH   SOLE 0 3,626 0 0
XYLEM INC COM Stock 98419M100 24,197 287,650 SH   SOLE 0 287,650 0 0
CAMBRIDGE BANCORP COM Stock 132152109 262 4,924 SH   SOLE 0 4,923 0 0
VISA INC COM CL A Stock 92826C839 76,148 380,800 SH   SOLE 0 380,799 0 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 28,177 442,127 SH   SOLE 0 442,127 0 0
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 652 3,032 SH   SOLE 0 3,032 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 719 3,159 SH   SOLE 0 3,159 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 5,669 23,453 SH   SOLE 0 23,453 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 13,910 184,269 SH   SOLE 0 184,268 0 0
FACEBOOK INC CL A Stock 30303M102 34,712 132,541 SH   SOLE 0 132,541 0 0
ISHARES AAA - A RATED CORPORATE BOND ETF ETF 46429B291 389 6,725 SH   SOLE 0 6,725 0 0
SERVICENOW INC COM Stock 81762P102 5,301 10,929 SH   SOLE 0 10,929 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 374 37,964 SH   SOLE 0 37,964 0 0
MONDELEZ INTL INC CL A Stock 609207105 769 13,382 SH   SOLE 0 13,382 0 0
WP CAREY INC COM REIT 92936U109 570 8,755 SH   SOLE 0 8,755 0 0
BROADCOM INC COM Stock 11135F101 245 673 SH   SOLE 0 673 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 48,691 807,722 SH   SOLE 0 807,721 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 45,664 202,063 SH   SOLE 0 202,063 0 0
NVIDIA CORPORATION COM Stock 67066G104 776 1,434 SH   SOLE 0 1,434 0 0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 2,392 43,557 SH   SOLE 0 43,556 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679 348 3,145 SH   SOLE 0 3,145 0 0
BALL CORP COM Stock 058498106 582 7,000 SH   SOLE 0 7,000 0 0
ABBVIE INC COM Stock 00287Y109 927 10,581 SH   SOLE 0 10,581 0 0
CANADIAN IMP BK COMM COM Stock 136069101 668 8,936 SH   SOLE 0 8,936 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 1,099 9,867 SH   SOLE 0 9,867 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 6,048 114,542 SH   SOLE 0 114,542 0 0
ISHARES CORE 1-5 YEAR USD BOND ETF ETF 46432F859 13,981 271,207 SH   SOLE 0 271,206 0 0
ZOETIS INC CL A Stock 98978V103 30,920 186,982 SH   SOLE 0 186,982 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 989 4,463 SH   SOLE 0 4,462 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 1,275 32,978 SH   SOLE 0 32,978 0 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 12 25,000 SH   SOLE 0 25,000 0 0
BLACKSTONE GROUP INC COM CL A Stock 09260D107 42,020 804,989 SH   SOLE 0 804,989 0 0
ANSYS INC COM Stock 03662Q105 363 1,110 SH   SOLE 0 1,110 0 0
STRYKER CORPORATION COM Stock 863667101 34,591 166,011 SH   SOLE 0 166,011 0 0
QUDIAN INC ADR ADR 747798106 27 22,050 SH   SOLE 0 22,050 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 579 4,182 SH   SOLE 0 4,182 0 0
RESMED INC COM Stock 761152107 35,101 204,750 SH   SOLE 0 204,750 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 236 332 SH   SOLE 0 332 0 0
MCDONALDS CORP COM Stock 580135101 6,158 28,056 SH   SOLE 0 28,056 0 0
AMETEK INC COM Stock 031100100 298 3,000 SH   SOLE 0 3,000 0 0
CISCO SYS INC COM Stock 17275R102 39,907 1,013,127 SH   SOLE 0 1,013,126 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 5,582 77,684 SH   SOLE 0 77,684 0 0
AT&T INC COM Stock 00206R102 2,327 81,619 SH   SOLE 0 81,619 0 0
VANGUARD FINANCIALS INDEX FUND ETF 92204A405 277 4,735 SH   SOLE 0 4,735 0 0
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 30,703 226,742 SH   SOLE 0 226,741 0 0
GENERAL ELECTRIC CO COM Stock 369604103 390 62,561 SH   SOLE 0 62,561 0 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 1,170 6,630 SH   SOLE 0 6,630 0 0
NOKIA CORP SPONSORED ADR ADR 654902204 39 10,000 SH   SOLE 0 10,000 0 0
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 14,876 100,919 SH   SOLE 0 100,919 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853 21,953 801,804 SH   SOLE 0 801,804 0 0
LULULEMON ATHLETICA INC COM Stock 550021109 4,611 13,998 SH   SOLE 0 13,998 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 968 4,191 SH   SOLE 0 4,191 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 11,577 34,448 SH   SOLE 0 34,448 0 0
WELLS FARGO CO NEW COM Stock 949746101 1,739 73,986 SH   SOLE 0 73,985 0 0
UNION PAC CORP COM Stock 907818108 539 2,736 SH   SOLE 0 2,736 0 0
SALESFORCE COM INC COM Stock 79466L302 943 3,753 SH   SOLE 0 3,753 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 38,830 200,060 SH   SOLE 0 200,060 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 298 944 SH   SOLE 0 944 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,352 3,063 SH   SOLE 0 3,063 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 41,553 108,413 SH   SOLE 0 108,412 0 0
UMH PPTYS INC COM REIT 903002103 188 13,896 SH   SOLE 0 13,896 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 27,958 290,408 SH   SOLE 0 290,407 0 0
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 210 3,460 SH   SOLE 0 3,460 0 0
CHEVRON CORP NEW COM Stock 166764100 7,553 104,901 SH   SOLE 0 104,901 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 95,195 821,143 SH   SOLE 0 821,143 0 0
MARKEL CORP COM Stock 570535104 243 250 SH   SOLE 0 250 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 402 9,826 SH   SOLE 0 9,826 0 0
DANAHER CORPORATION COM Stock 235851102 38,927 180,778 SH   SOLE 0 180,778 0 0
TJX COS INC NEW COM Stock 872540109 37,043 665,694 SH   SOLE 0 665,694 0 0
BK OF AMERICA CORP COM Stock 060505104 38,159 1,584,036 SH   SOLE 0 1,584,035 0 0
WALMART INC COM Stock 931142103 735 5,255 SH   SOLE 0 5,254 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,092 17,194 SH   SOLE 0 17,194 0 0
ORACLE CORP COM Stock 68389X105 8,974 150,318 SH   SOLE 0 150,318 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 5,034 87,480 SH   SOLE 0 87,479 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1,554 35,928 SH   SOLE 0 35,928 0 0
TEXAS INSTRS INC COM Stock 882508104 353 2,473 SH   SOLE 0 2,473 0 0
VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 206 2,550 SH   SOLE 0 2,550 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 13,409 258,205 SH   SOLE 0 258,205 0 0
PFIZER INC COM Stock 717081103 999 27,227 SH   SOLE 0 27,226 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 770 5,716 SH   SOLE 0 5,716 0 0
MORGAN STANLEY COM NEW Stock 617446448 576 11,916 SH   SOLE 0 11,916 0 0
3M Company Stock 88579Y101 578 3,608 SH   SOLE 0 3,608 0 0
GILEAD SCIENCES INC COM Stock 375558103 555 8,786 SH   SOLE 0 8,786 0 0
CATERPILLAR INC DEL COM Stock 149123101 476 3,188 SH   SOLE 0 3,188 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 38,497 26,195 SH   SOLE 0 26,195 0 0
AMERICAN EXPRESS CO COM Stock 025816109 635 6,335 SH   SOLE 0 6,334 0 0
AMGEN INC COM Stock 031162100 1,180 4,644 SH   SOLE 0 4,643 0 0
OTIS WORLDWIDE CORP COM Stock 68902V107 1,884 30,191 SH   SOLE 0 30,190 0 0
WILLIAMS COS INC COM Stock 969457100 9,549 485,952 SH   SOLE 0 485,952 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 6,710 52,151 SH   SOLE 0 52,150 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 211 6,731 SH   SOLE 0 6,731 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 10,426 88,308 SH   SOLE 0 88,307 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 1,176 4,917 SH   SOLE 0 4,917 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 378 1,287 SH   SOLE 0 1,287 0 0
CIMPRESS PLC SHS EURO Stock G2143T103 225 2,994 SH   SOLE 0 2,994 0 0
Daktari Stock 234264109 41 40,989 SH   SOLE 0 40,988 0 0
VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 3,686 44,386 SH   SOLE 0 44,386 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 2,549 31,008 SH   SOLE 0 31,008 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 5,843 77,914 SH   SOLE 0 77,914 0 0
HILL ROM HLDGS INC COM Stock 431475102 267 3,200 SH   SOLE 0 3,200 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 291 4,832 SH   SOLE 0 4,832 0 0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF ETF 46641Q209 23,117 447,911 SH   SOLE 0 447,910 0 0
ALTRIA GROUP INC COM Stock 02209S103 840 21,748 SH   SOLE 0 21,748 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 236 1,631 SH   SOLE 0 1,631 0 0
EXXON MOBIL CORP COM Stock 30231G102 2,404 70,034 SH   SOLE 0 70,033 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 16,000 147,895 SH   SOLE 0 147,895 0 0
LOWES COS INC COM Stock 548661107 892 5,378 SH   SOLE 0 5,378 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 20,063 260,056 SH   SOLE 0 260,056 0 0
SHOPIFY INC CLS A Stock 82509L107 7,351 7,186 SH   SOLE 0 7,186 0 0
TELADOC HEALTH INC COM Stock 87918A105 526 2,397 SH   SOLE 0 2,397 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 11,957 60,686 SH   SOLE 0 60,686 0 0
SCHWAB CHARLES CORP COM Stock 808513105 14,997 413,942 SH   SOLE 0 413,942 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 32,967 198,002 SH   SOLE 0 198,002 0 0
BLACKROCK INC COM Stock 09247X101 223 396 SH   SOLE 0 396 0 0
CBRE GROUP INC CL A Stock 12504L109 2,806 59,730 SH   SOLE 0 59,730 0 0
ISHARES S&P MIDCAP FUND ETF 464287507 2,193 11,836 SH   SOLE 0 11,836 0 0
ISHARES MSCI EAFE ETF ETF 464287465 31,449 494,087 SH   SOLE 0 494,087 0 0
APPLE INC COM Stock 037833100 183,968 1,588,570 SH   SOLE 0 1,588,570 0 0
PJT PARTNERS INC COM CL A Stock 69343T107 851 14,036 SH   SOLE 0 14,036 0 0
ABBOTT LABS COM Stock 002824100 12,857 118,136 SH   SOLE 0 118,136 0 0
DISNEY WALT CO COM DISNEY Stock 254687106 28,753 231,727 SH   SOLE 0 231,726 0 0
ISHARES RUSSELL 1000 ETF ETF 464287622 549 2,932 SH   SOLE 0 2,932 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 21,227 185,065 SH   SOLE 0 185,064 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 653 5,526 SH   SOLE 0 5,526 0 0
ISHARES MORNINGSTAR LARGE-CAP ETF ETF 464287127 3,077 15,782 SH   SOLE 0 15,782 0 0