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 74,405 22,845 SH   SOLE 0 22,845 0 0
LENDINGTREE INC NEW COM Stock 52603B107 274 1,000 SH   SOLE 0 1,000 0 0
CERNER CORP COM Stock 156782104 226 2,874 SH   SOLE 0 2,874 0 0
INVESCO QQQ TRUST ETF 46090E103 12,102 38,573 SH   SOLE 0 38,573 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 612 4,708 SH   SOLE 0 4,708 0 0
STARBUCKS CORP COM Stock 855244109 7,386 69,037 SH   SOLE 0 69,037 0 0
SEMPRA ENERGY COM Stock 816851109 273 2,141 SH   SOLE 0 2,141 0 0
SQUARE INC CL A Stock 852234103 214 982 SH   SOLE 0 982 0 0
XPO LOGISTICS INC COM Stock 983793100 863 7,240 SH   SOLE 0 7,240 0 0
JOHNSON & JOHNSON COM Stock 478160104 64,936 412,610 SH   SOLE 0 412,609 0 0
EDITAS MEDICINE INC COM Stock 28106W103 1,995 28,460 SH   SOLE 0 28,460 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 251 1,291 SH   SOLE 0 1,290 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142 234 5,044 SH   SOLE 0 5,044 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 30,613 81,249 SH   SOLE 0 81,249 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 2,385 46,151 SH   SOLE 0 46,150 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 11,309 227,129 SH   SOLE 0 227,128 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 355 4,958 SH   SOLE 0 4,958 0 0
YUM BRANDS INC COM Stock 988498101 494 4,546 SH   SOLE 0 4,546 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 2,262 62,922 SH   SOLE 0 62,922 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 22,960 165,013 SH   SOLE 0 165,012 0 0
COCA COLA CO COM Stock 191216100 9,070 165,390 SH   SOLE 0 165,390 0 0
GENERAL MLS INC COM Stock 370334104 278 4,733 SH   SOLE 0 4,733 0 0
ISHARES NEW YORK MUNI BOND ETF ETF 464288323 358 6,151 SH   SOLE 0 6,151 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106 295 1,750 SH   SOLE 0 1,750 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 14,711 173,209 SH   SOLE 0 173,209 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 286 3,470 SH   SOLE 0 3,470 0 0
APHRIA INC COM Stock 03765K104 86 12,500 SH   SOLE 0 12,500 0 0
INTEL CORP COM Stock 458140100 1,435 28,808 SH   SOLE 0 28,807 0 0
STATE STR CORP COM Stock 857477103 47,626 654,385 SH   SOLE 0 654,384 0 0
MEDTRONIC PLC SHS Stock G5960L103 39,319 335,657 SH   SOLE 0 335,656 0 0
FORTIVE CORP COM Stock 34959J108 31,417 443,618 SH   SOLE 0 443,617 0 0
NETFLIX INC COM Stock 64110L106 708 1,310 SH   SOLE 0 1,310 0 0
PEOPLES UNITED FINANCIAL INC COM Stock 712704105 406 31,400 SH   SOLE 0 31,400 0 0
SEI INVTS CO COM Stock 784117103 17,212 299,494 SH   SOLE 0 299,494 0 0
MERCK & CO. INC COM Stock 58933Y105 17,628 215,507 SH   SOLE 0 215,507 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 746 6,903 SH   SOLE 0 6,903 0 0
SPDR S&P 500 ETF ETF 78462F103 39,661 106,080 SH   SOLE 0 106,080 0 0
THE TRADE DESK INC COM CL A Stock 88339J105 26,072 32,549 SH   SOLE 0 32,549 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 12,752 35,727 SH   SOLE 0 35,727 0 0
NUTANIX INC CL A Stock 67059N108 319 10,000 SH   SOLE 0 10,000 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 446 2,188 SH   SOLE 0 2,188 0 0
UNITED RENTALS INC COM Stock 911363109 11,112 47,916 SH   SOLE 0 47,916 0 0
EMERSON ELEC CO COM Stock 291011104 3,047 37,913 SH   SOLE 0 37,913 0 0
YUM CHINA HLDGS INC COM Stock 98850P109 209 3,659 SH   SOLE 0 3,659 0 0
AVNET INC COM Stock 053807103 691 19,694 SH   SOLE 0 19,694 0 0
VERTEX PHARMACEUTICALS INC COM Stock 92532F100 291 1,230 SH   SOLE 0 1,230 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 6,368 108,393 SH   SOLE 0 108,393 0 0
PENN NATL GAMING INC COM Stock 707569109 1,866 21,599 SH   SOLE 0 21,599 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 46,811 63,696 SH   SOLE 0 63,695 0 0
PEPSICO INC COM Stock 713448108 33,589 226,497 SH   SOLE 0 226,496 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 1,047 12,124 SH   SOLE 0 12,123 0 0
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 206 3,281 SH   SOLE 0 3,281 0 0
COMPUGEN LTD ORD Stock M25722105 192 15,820 SH   SOLE 0 15,820 0 0
KIMBERLY-CLARK CORP COM Stock 494368103 1,585 11,753 SH   SOLE 0 11,753 0 0
OKTA INC CL A Stock 679295105 266 1,048 SH   SOLE 0 1,048 0 0
HONEYWELL INTL INC COM Stock 438516106 26,477 124,479 SH   SOLE 0 124,479 0 0
FORD MTR CO DEL COM Stock 345370860 90 10,221 SH   SOLE 0 10,221 0 0
US BANCORP DEL COM NEW Stock 902973304 1,120 24,036 SH   SOLE 0 24,035 0 0
HOME DEPOT INC COM Stock 437076102 51,909 195,426 SH   SOLE 0 195,426 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 964 25,922 SH   SOLE 0 25,922 0 0
IOVANCE BIOTHERAPEUTICS INC COM Stock 462260100 487 10,500 SH   SOLE 0 10,500 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 285 1,616 SH   SOLE 0 1,616 0 0
SPDR GOLD SHARES ETF 78463V107 12,182 68,299 SH   SOLE 0 68,299 0 0
ISORAY INC COM Stock 46489V104 25 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 33,061 374,206 SH   SOLE 0 374,206 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 3,191 13,232 SH   SOLE 0 13,231 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 1,132 12,436 SH   SOLE 0 12,436 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 515 14,292 SH   SOLE 0 14,292 0 0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 78464A474 287 9,142 SH   SOLE 0 9,142 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 32,571 354,418 SH   SOLE 0 354,417 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 50,236 216,655 SH   SOLE 0 216,655 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 261 8,504 SH   SOLE 0 8,503 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 43,906 87,791 SH   SOLE 0 87,791 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104 565 16,861 SH   SOLE 0 16,861 0 0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 447 5,375 SH   SOLE 0 5,375 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 43,689 24,928 SH   SOLE 0 24,927 0 0
FISERV INC COM Stock 337738108 26,239 230,453 SH   SOLE 0 230,453 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 287 635 SH   SOLE 0 635 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108 31,368 143,199 SH   SOLE 0 143,198 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102 26,828 508,678 SH   SOLE 0 508,678 0 0
COMCAST CORP NEW CL A Stock 20030N101 580 11,077 SH   SOLE 0 11,077 0 0
MICROSOFT CORP COM Stock 594918104 141,105 634,407 SH   SOLE 0 634,406 0 0
LENNAR CORP CL A Stock 526057104 724 9,496 SH   SOLE 0 9,496 0 0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 1,991 58,347 SH   SOLE 0 58,346 0 0
DOCUSIGN INC COM Stock 256163106 508 2,283 SH   SOLE 0 2,283 0 0
CVS HEALTH CORP COM Stock 126650100 24,369 356,795 SH   SOLE 0 356,794 0 0
ZILLOW GROUP INC Convertible 98954MAC5 51 30,000 SH   SOLE 0 30,000 0 0
V F CORP COM Stock 918204108 212 2,479 SH   SOLE 0 2,479 0 0
TENABLE HLDGS INC COM Stock 88025T102 201 3,850 SH   SOLE 0 3,850 0 0
VARIAN MED SYS INC COM Stock 92220P105 484 2,766 SH   SOLE 0 2,766 0 0
MACQUARIE INFRASTRUCTURE CORP COM Stock 55608B105 1,841 49,038 SH   SOLE 0 49,038 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 14,260 41 SH   SOLE 0 41 0 0
BOEING CO COM Stock 097023105 579 2,705 SH   SOLE 0 2,705 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 5,305 27,251 SH   SOLE 0 27,250 0 0
VANGUARD MID-CAP INDEX FUND ETF 922908629 5,391 26,073 SH   SOLE 0 26,073 0 0
NEXTERA ENERGY INC COM Stock 65339F101 640 8,298 SH   SOLE 0 8,297 0 0
NIKE INC CL B Stock 654106103 6,579 46,507 SH   SOLE 0 46,507 0 0
ALIGN TECHNOLOGY INC COM Stock 016255101 201 377 SH   SOLE 0 377 0 0
TESLA INC COM Stock 88160R101 2,662 3,772 SH   SOLE 0 3,772 0 0
VANGUARD HEALTH CARE INDEX FUND ETF 92204A504 285 1,272 SH   SOLE 0 1,272 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 266 9,034 SH   SOLE 0 9,034 0 0
NORFOLK SOUTHN CORP COM Stock 655844108 984 4,140 SH   SOLE 0 4,140 0 0
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT Stock G16258108 994 23,037 SH   SOLE 0 23,037 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 731 2,065 SH   SOLE 0 2,064 0 0
AMPHENOL CORP NEW CL A Stock 032095101 22,991 175,814 SH   SOLE 0 175,814 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101 1,140 6,386 SH   SOLE 0 6,386 0 0
VANGUARD S&P 500 ETF ETF 922908363 10,468 30,458 SH   SOLE 0 30,458 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100 357 7,000 SH   SOLE 0 7,000 0 0
CHEWY INC CL A Stock 16679L109 280 3,117 SH   SOLE 0 3,117 0 0
TERADYNE INC COM Stock 880770102 119 996 SH   SOLE 0 996 0 0
TERADYNE INC COM Stock 880770102 2,338 19,500 SH Call SOLE 0 19,500 0 0
SPDR S&P 600 SMALL CAP ETF ETF 78464A813 42,011 528,178 SH   SOLE 0 528,178 0 0
BOOKING HOLDINGS INC COM Stock 09857L108 28,727 12,898 SH   SOLE 0 12,898 0 0
LILLY ELI & CO COM Stock 532457108 6,292 37,266 SH   SOLE 0 37,266 0 0
PELOTON INTERACTIVE INC CL A COM Stock 70614W100 448 2,950 SH   SOLE 0 2,950 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 216 2,229 SH   SOLE 0 2,229 0 0
AGENUS INC COM NEW Stock 00847G705 121 38,178 SH   SOLE 0 38,178 0 0
DRAFTKINGS INC COM CL A Stock 26142R104 200 4,300 SH   SOLE 0 4,300 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 752 3,835 SH   SOLE 0 3,834 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 639 6,981 SH   SOLE 0 6,981 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 2,595 68,806 SH   SOLE 0 68,805 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 1,487 26,449 SH   SOLE 0 26,449 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 1,263 15,168 SH   SOLE 0 15,168 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG Stock 11284V105 439 7,535 SH   SOLE 0 7,535 0 0
EVERSOURCE ENERGY COM Stock 30040W108 733 8,471 SH   SOLE 0 8,471 0 0
SNOWFLAKE INC CL A Stock 833445109 234 830 SH   SOLE 0 830 0 0
VONTIER CORPORATION COM Stock 928881101 656 19,638 SH   SOLE 0 19,638 0 0
GOLDMAN SACHS INNOVATE EQUITY ETF ETF 38149W820 2,210 39,888 SH   SOLE 0 39,888 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 260 4,635 SH   SOLE 0 4,635 0 0
STAG INDL INC COM REIT 85254J102 220 7,017 SH   SOLE 0 7,017 0 0
VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 761 3,590 SH   SOLE 0 3,590 0 0
XYLEM INC COM Stock 98419M100 30,807 302,657 SH   SOLE 0 302,656 0 0
CAMBRIDGE BANCORP COM Stock 132152109 344 4,928 SH   SOLE 0 4,928 0 0
VISA INC COM CL A Stock 92826C839 82,493 377,146 SH   SOLE 0 377,146 0 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 29,362 432,551 SH   SOLE 0 432,550 0 0
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 822 3,072 SH   SOLE 0 3,072 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 770 3,039 SH   SOLE 0 3,039 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 5,134 22,874 SH   SOLE 0 22,874 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 16,383 190,017 SH   SOLE 0 190,016 0 0
FACEBOOK INC CL A Stock 30303M102 34,818 127,462 SH   SOLE 0 127,462 0 0
ISHARES AAA - A RATED CORPORATE BOND ETF ETF 46429B291 394 6,725 SH   SOLE 0 6,725 0 0
BANCO SANTANDER S.A. ADR ADR 05964H105 276 90,654 SH   SOLE 0 90,654 0 0
SERVICENOW INC COM Stock 81762P102 5,912 10,741 SH   SOLE 0 10,741 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 522 37,964 SH   SOLE 0 37,964 0 0
MONDELEZ INTL INC CL A Stock 609207105 912 15,603 SH   SOLE 0 15,603 0 0
WP CAREY INC COM REIT 92936U109 618 8,755 SH   SOLE 0 8,755 0 0
BROADCOM INC COM Stock 11135F101 232 529 SH   SOLE 0 529 0 0
PIONEER NAT RES CO COM Stock 723787107 811 7,122 SH   SOLE 0 7,122 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 55,464 802,784 SH   SOLE 0 802,784 0 0
HEXCEL CORP NEW COM Stock 428291108 1,455 30,000 SH   SOLE 0 30,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 65,387 250,322 SH   SOLE 0 250,322 0 0
INVESCO CLEANTECH ETF ETF 46137V407 266 3,534 SH   SOLE 0 3,534 0 0
NVIDIA CORPORATION COM Stock 67066G104 891 1,707 SH   SOLE 0 1,707 0 0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 2,339 42,399 SH   SOLE 0 42,399 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679 237 2,145 SH   SOLE 0 2,145 0 0
BALL CORP COM Stock 058498106 654 7,020 SH   SOLE 0 7,020 0 0
EOG RES INC COM Stock 26875P101 507 10,168 SH   SOLE 0 10,168 0 0
ABBVIE INC COM Stock 00287Y109 1,230 11,479 SH   SOLE 0 11,479 0 0
CANADIAN IMP BK COMM COM Stock 136069101 602 7,048 SH   SOLE 0 7,048 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 1,383 9,827 SH   SOLE 0 9,827 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 7,530 121,381 SH   SOLE 0 121,381 0 0
ARCBEST CORP COM Stock 03937C105 640 15,000 SH   SOLE 0 15,000 0 0
ISHARES CORE 1-5 YEAR USD BOND ETF ETF 46432F859 17,570 340,241 SH   SOLE 0 340,241 0 0
ZOETIS INC CL A Stock 98978V103 32,060 193,716 SH   SOLE 0 193,715 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 1,264 4,408 SH   SOLE 0 4,407 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 1,261 29,952 SH   SOLE 0 29,952 0 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 17 25,000 SH   SOLE 0 25,000 0 0
BLACKSTONE GROUP INC COM CL A Stock 09260D107 52,164 804,869 SH   SOLE 0 804,869 0 0
ANSYS INC COM Stock 03662Q105 413 1,135 SH   SOLE 0 1,135 0 0
STRYKER CORPORATION COM Stock 863667101 40,543 165,453 SH   SOLE 0 165,453 0 0
QUDIAN INC ADR ADR 747798106 30 22,050 SH   SOLE 0 22,050 0 0
SPDR BLACKSTONE/ GSO SENIOR LOAN ETF ETF 78467V608 6,709 146,961 SH   SOLE 0 146,960 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 513 3,445 SH   SOLE 0 3,445 0 0
RESMED INC COM Stock 761152107 42,565 200,249 SH   SOLE 0 200,249 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 313 382 SH   SOLE 0 382 0 0
MCDONALDS CORP COM Stock 580135101 5,865 27,333 SH   SOLE 0 27,333 0 0
AMETEK INC COM Stock 031100100 499 4,125 SH   SOLE 0 4,125 0 0
CISCO SYS INC COM Stock 17275R102 36,390 813,192 SH   SOLE 0 813,192 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 7,407 74,934 SH   SOLE 0 74,934 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 219 2,393 SH   SOLE 0 2,393 0 0
AT&T INC COM Stock 00206R102 1,954 67,934 SH   SOLE 0 67,934 0 0
VANGUARD FINANCIALS INDEX FUND ETF 92204A405 309 4,235 SH   SOLE 0 4,235 0 0
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 34,251 226,092 SH   SOLE 0 226,092 0 0
GENERAL ELECTRIC CO COM Stock 369604103 609 56,370 SH   SOLE 0 56,369 0 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 1,665 14,585 SH   SOLE 0 14,585 0 0
MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 294 1,726 SH   SOLE 0 1,726 0 0
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 14,598 90,505 SH   SOLE 0 90,504 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853 39,205 1,095,100 SH   SOLE 0 1,095,099 0 0
LULULEMON ATHLETICA INC COM Stock 550021109 5,217 14,991 SH   SOLE 0 14,991 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 970 15,198 SH   SOLE 0 15,198 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 11,818 31,483 SH   SOLE 0 31,482 0 0
WELLS FARGO CO NEW COM Stock 949746101 2,073 68,686 SH   SOLE 0 68,686 0 0
UNION PAC CORP COM Stock 907818108 592 2,845 SH   SOLE 0 2,845 0 0
ECOLAB INC COM Stock 278865100 252 1,165 SH   SOLE 0 1,165 0 0
SALESFORCE COM INC COM Stock 79466L302 826 3,712 SH   SOLE 0 3,712 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 38,742 405,250 SH   SOLE 0 405,250 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 267 877 SH   SOLE 0 877 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,447 3,107 SH   SOLE 0 3,107 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 39,227 110,506 SH   SOLE 0 110,505 0 0
UMH PPTYS INC COM REIT 903002103 206 13,896 SH   SOLE 0 13,896 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 34,527 271,712 SH   SOLE 0 271,712 0 0
CHEVRON CORP NEW COM Stock 166764100 9,068 107,382 SH   SOLE 0 107,382 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 94,412 805,564 SH   SOLE 0 805,564 0 0
MARKEL CORP COM Stock 570535104 258 250 SH   SOLE 0 250 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 466 9,865 SH   SOLE 0 9,865 0 0
DANAHER CORPORATION COM Stock 235851102 38,816 174,736 SH   SOLE 0 174,736 0 0
TJX COS INC NEW COM Stock 872540109 46,109 675,199 SH   SOLE 0 675,199 0 0
BK OF AMERICA CORP COM Stock 060505104 52,324 1,726,297 SH   SOLE 0 1,726,296 0 0
WALMART INC COM Stock 931142103 750 5,205 SH   SOLE 0 5,204 0 0
ISHARES INTERNATIONAL SELECT DIVIDEND ETF ETF 464288448 245 8,309 SH   SOLE 0 8,309 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,651 21,062 SH   SOLE 0 21,062 0 0
ORACLE CORP COM Stock 68389X105 9,262 143,175 SH   SOLE 0 143,175 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 5,735 80,200 SH   SOLE 0 80,200 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 6,964 138,966 SH   SOLE 0 138,966 0 0
TEXAS INSTRS INC COM Stock 882508104 6,205 37,804 SH   SOLE 0 37,804 0 0
VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 233 2,550 SH   SOLE 0 2,550 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 12,274 233,841 SH   SOLE 0 233,841 0 0
PFIZER INC COM Stock 717081103 1,196 32,486 SH   SOLE 0 32,485 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 886 6,415 SH   SOLE 0 6,415 0 0
MORGAN STANLEY COM NEW Stock 617446448 847 12,361 SH   SOLE 0 12,361 0 0
3M Company Stock 88579Y101 555 3,176 SH   SOLE 0 3,176 0 0
GILEAD SCIENCES INC COM Stock 375558103 456 7,822 SH   SOLE 0 7,822 0 0
CATERPILLAR INC COM Stock 149123101 3,575 19,639 SH   SOLE 0 19,639 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 43,514 24,838 SH   SOLE 0 24,838 0 0
MAGNITE INC COM Stock 55955D100 6,695 218,008 SH   SOLE 0 218,008 0 0
AMERICAN EXPRESS CO COM Stock 025816109 882 7,297 SH   SOLE 0 7,296 0 0
AMGEN INC COM Stock 031162100 1,082 4,706 SH   SOLE 0 4,706 0 0
OTIS WORLDWIDE CORP COM Stock 68902V107 1,990 29,466 SH   SOLE 0 29,465 0 0
ANALOG DEVICES INC COM Stock 032654105 4,491 30,397 SH   SOLE 0 30,397 0 0
WILLIAMS COS INC COM Stock 969457100 9,249 461,315 SH   SOLE 0 461,315 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 6,612 46,836 SH   SOLE 0 46,835 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 263 6,724 SH   SOLE 0 6,724 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 10,358 87,636 SH   SOLE 0 87,635 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 1,558 21,568 SH   SOLE 0 21,568 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 337 1,449 SH   SOLE 0 1,449 0 0
CIMPRESS PLC SHS EURO Stock G2143T103 263 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 3,696 44,586 SH   SOLE 0 44,586 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 4,292 31,008 SH   SOLE 0 31,008 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 5,823 70,333 SH   SOLE 0 70,333 0 0
HILL ROM HLDGS INC COM Stock 431475102 314 3,200 SH   SOLE 0 3,200 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 478 7,705 SH   SOLE 0 7,705 0 0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF ETF 46641Q209 30,419 522,581 SH   SOLE 0 522,581 0 0
ALTRIA GROUP INC COM Stock 02209S103 1,021 24,903 SH   SOLE 0 24,903 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 239 1,556 SH   SOLE 0 1,556 0 0
EXXON MOBIL CORP COM Stock 30231G102 2,487 60,333 SH   SOLE 0 60,333 0 0
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