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 71,337 23,056 SH   SOLE 0 23,056 0 0
LENDINGTREE INC NEW COM Stock 52603B107 213 1,000 SH   SOLE 0 1,000 0 0
INVESCO QQQ TRUST ETF 46090E103 12,029 37,693 SH   SOLE 0 37,693 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 638 4,802 SH   SOLE 0 4,802 0 0
STARBUCKS CORP COM Stock 855244109 7,589 69,456 SH   SOLE 0 69,456 0 0
SEMPRA ENERGY COM Stock 816851109 279 2,106 SH   SOLE 0 2,106 0 0
SQUARE INC CL A Stock 852234103 221 972 SH   SOLE 0 972 0 0
XPO LOGISTICS INC COM Stock 983793100 893 7,240 SH   SOLE 0 7,240 0 0
JOHNSON & JOHNSON COM Stock 478160104 68,597 417,382 SH   SOLE 0 417,382 0 0
EDITAS MEDICINE INC COM Stock 28106W103 1,183 28,160 SH   SOLE 0 28,160 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 537 2,598 SH   SOLE 0 2,597 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142 252 5,095 SH   SOLE 0 5,095 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 29,017 82,323 SH   SOLE 0 82,322 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 2,501 46,892 SH   SOLE 0 46,891 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 10,787 217,650 SH   SOLE 0 217,649 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 373 4,890 SH   SOLE 0 4,890 0 0
YUM BRANDS INC COM Stock 988498101 492 4,547 SH   SOLE 0 4,547 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 2,401 62,109 SH   SOLE 0 62,109 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 22,609 166,939 SH   SOLE 0 166,938 0 0
COCA COLA CO COM Stock 191216100 8,686 164,784 SH   SOLE 0 164,784 0 0
GENERAL MLS INC COM Stock 370334104 281 4,580 SH   SOLE 0 4,580 0 0
ISHARES NEW YORK MUNI BOND ETF ETF 464288323 355 6,151 SH   SOLE 0 6,151 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106 291 1,711 SH   SOLE 0 1,711 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 15,264 166,151 SH   SOLE 0 166,150 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 305 3,470 SH   SOLE 0 3,470 0 0
INTEL CORP COM Stock 458140100 1,724 26,945 SH   SOLE 0 26,944 0 0
STATE STR CORP COM Stock 857477103 55,045 655,223 SH   SOLE 0 655,222 0 0
MEDTRONIC PLC SHS Stock G5960L103 41,214 348,880 SH   SOLE 0 348,879 0 0
FORTIVE CORP COM Stock 34959J108 31,697 448,704 SH   SOLE 0 448,704 0 0
NETFLIX INC COM Stock 64110L106 666 1,277 SH   SOLE 0 1,277 0 0
PEOPLES UNITED FINANCIAL INC COM Stock 712704105 508 28,404 SH   SOLE 0 28,404 0 0
SEI INVTS CO COM Stock 784117103 18,248 299,494 SH   SOLE 0 299,494 0 0
MERCK & CO. INC COM Stock 58933Y105 16,442 213,282 SH   SOLE 0 213,282 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 593 5,503 SH   SOLE 0 5,503 0 0
SPDR S&P 500 ETF ETF 78462F103 39,584 99,875 SH   SOLE 0 99,875 0 0
THE TRADE DESK INC COM CL A Stock 88339J105 21,027 32,267 SH   SOLE 0 32,267 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 12,870 36,147 SH   SOLE 0 36,147 0 0
NUTANIX INC CL A Stock 67059N108 266 10,000 SH   SOLE 0 10,000 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 853 3,851 SH   SOLE 0 3,851 0 0
UNITED RENTALS INC COM Stock 911363109 15,818 48,033 SH   SOLE 0 48,033 0 0
EMERSON ELEC CO COM Stock 291011104 3,422 37,926 SH   SOLE 0 37,926 0 0
YUM CHINA HLDGS INC COM Stock 98850P109 217 3,660 SH   SOLE 0 3,660 0 0
AVNET INC COM Stock 053807103 817 19,694 SH   SOLE 0 19,694 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 5,600 96,310 SH   SOLE 0 96,309 0 0
PENN NATL GAMING INC COM Stock 707569109 1,190 11,349 SH   SOLE 0 11,349 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 48,592 65,839 SH   SOLE 0 65,839 0 0
PEPSICO INC COM Stock 713448108 4,731 33,443 SH   SOLE 0 33,442 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 550 6,382 SH   SOLE 0 6,381 0 0
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 204 3,281 SH   SOLE 0 3,281 0 0
COMPUGEN LTD ORD Stock M25722105 172 19,970 SH   SOLE 0 19,970 0 0
KIMBERLY-CLARK CORP COM Stock 494368103 1,627 11,702 SH   SOLE 0 11,702 0 0
OKTA INC CL A Stock 679295105 232 1,052 SH   SOLE 0 1,052 0 0
HONEYWELL INTL INC COM Stock 438516106 27,564 126,980 SH   SOLE 0 126,980 0 0
FORD MTR CO DEL COM Stock 345370860 130 10,613 SH   SOLE 0 10,613 0 0
US BANCORP DEL COM NEW Stock 902973304 1,337 24,172 SH   SOLE 0 24,171 0 0
HOME DEPOT INC COM Stock 437076102 61,874 202,699 SH   SOLE 0 202,699 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 758 20,932 SH   SOLE 0 20,932 0 0
IOVANCE BIOTHERAPEUTICS INC COM Stock 462260100 253 8,000 SH   SOLE 0 8,000 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 321 1,704 SH   SOLE 0 1,704 0 0
SPDR GOLD SHARES ETF 78463V107 1,838 11,492 SH   SOLE 0 11,492 0 0
ISORAY INC COM Stock 46489V104 60 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 28,576 386,222 SH   SOLE 0 386,221 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 3,051 12,552 SH   SOLE 0 12,552 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 1,135 11,732 SH   SOLE 0 11,732 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 543 14,427 SH   SOLE 0 14,427 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 38,078 350,854 SH   SOLE 0 350,854 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 56,216 220,039 SH   SOLE 0 220,039 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 266 8,355 SH   SOLE 0 8,354 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 46,382 97,571 SH   SOLE 0 97,571 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104 598 16,808 SH   SOLE 0 16,808 0 0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 429 5,199 SH   SOLE 0 5,199 0 0
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870 252 2,704 SH   SOLE 0 2,704 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 52,772 25,586 SH   SOLE 0 25,586 0 0
FISERV INC COM Stock 337738108 27,638 232,178 SH   SOLE 0 232,178 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 242 478 SH   SOLE 0 478 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108 34,537 151,469 SH   SOLE 0 151,468 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102 25,759 444,513 SH   SOLE 0 444,513 0 0
COMCAST CORP NEW CL A Stock 20030N101 552 10,206 SH   SOLE 0 10,206 0 0
MICROSOFT CORP COM Stock 594918104 152,959 648,777 SH   SOLE 0 648,777 0 0
LENNAR CORP CL A Stock 526057104 962 9,502 SH   SOLE 0 9,502 0 0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 2,350 60,972 SH   SOLE 0 60,972 0 0
DOCUSIGN INC COM Stock 256163106 533 2,633 SH   SOLE 0 2,633 0 0
CVS HEALTH CORP COM Stock 126650100 28,632 380,583 SH   SOLE 0 380,582 0 0
ZILLOW GROUP INC Convertible 98954MAC5 50 30,000 SH   SOLE 0 30,000 0 0
MACQUARIE INFRASTRUCTURE CORP COM Stock 55608B105 1,560 49,038 SH   SOLE 0 49,038 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 15,428 40 SH   SOLE 0 40 0 0
BOEING CO COM Stock 097023105 564 2,214 SH   SOLE 0 2,213 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 6,163 28,790 SH   SOLE 0 28,789 0 0
VANGUARD MID-CAP INDEX FUND ETF 922908629 6,101 27,562 SH   SOLE 0 27,562 0 0
NEXTERA ENERGY INC COM Stock 65339F101 634 8,380 SH   SOLE 0 8,380 0 0
NIKE INC CL B Stock 654106103 6,259 47,102 SH   SOLE 0 47,102 0 0
VANGUARD SHORT-TERM GOVERNMENT BOND ETF ETF 92206C102 397 6,450 SH   SOLE 0 6,450 0 0
TESLA INC COM Stock 88160R101 2,781 4,163 SH   SOLE 0 4,163 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 17,603 145,579 SH   SOLE 0 145,579 0 0
VANGUARD HEALTH CARE INDEX FUND ETF 92204A504 291 1,272 SH   SOLE 0 1,272 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 321 9,433 SH   SOLE 0 9,433 0 0
NORFOLK SOUTHN CORP COM Stock 655844108 1,088 4,052 SH   SOLE 0 4,052 0 0
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT Stock G16258108 1,075 25,237 SH   SOLE 0 25,237 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 735 2,050 SH   SOLE 0 2,050 0 0
AMPHENOL CORP NEW CL A Stock 032095101 23,258 352,560 SH   SOLE 0 352,560 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101 1,282 6,422 SH   SOLE 0 6,422 0 0
VANGUARD S&P 500 ETF ETF 922908363 10,933 30,010 SH   SOLE 0 30,009 0 0
SPDR S&P MIDCAP 400 ETF ETF 78467Y107 325 683 SH   SOLE 0 683 0 0
CHEWY INC CL A Stock 16679L109 264 3,117 SH   SOLE 0 3,117 0 0
SPDR S&P 600 SMALL CAP ETF ETF 78464A813 48,608 517,229 SH   SOLE 0 517,228 0 0
BOOKING HOLDINGS INC COM Stock 09857L108 32,054 13,758 SH   SOLE 0 13,758 0 0
LILLY ELI & CO COM Stock 532457108 6,892 36,890 SH   SOLE 0 36,890 0 0
PELOTON INTERACTIVE INC CL A COM Stock 70614W100 445 3,955 SH   SOLE 0 3,955 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 214 1,954 SH   SOLE 0 1,953 0 0
AGENUS INC COM NEW Stock 00847G705 113 41,678 SH   SOLE 0 41,678 0 0
DRAFTKINGS INC COM CL A Stock 26142R104 276 4,500 SH   SOLE 0 4,500 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 1,097 4,965 SH   SOLE 0 4,965 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 782 8,105 SH   SOLE 0 8,105 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,414 33,493 SH   SOLE 0 33,492 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 1,577 27,113 SH   SOLE 0 27,113 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 1,307 15,433 SH   SOLE 0 15,432 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG Stock 11284V105 353 7,535 SH   SOLE 0 7,535 0 0
EVERSOURCE ENERGY COM Stock 30040W108 720 8,313 SH   SOLE 0 8,313 0 0
SNOWFLAKE INC CL A Stock 833445109 207 905 SH   SOLE 0 905 0 0
VONTIER CORPORATION COM Stock 928881101 207 6,850 SH   SOLE 0 6,850 0 0
GOLDMAN SACHS INNOVATE EQUITY ETF ETF 38149W820 2,278 39,820 SH   SOLE 0 39,820 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 234 4,343 SH   SOLE 0 4,343 0 0
STAG INDL INC COM REIT 85254J102 236 7,017 SH   SOLE 0 7,017 0 0
VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 765 3,565 SH   SOLE 0 3,565 0 0
XYLEM INC COM Stock 98419M100 34,395 327,014 SH   SOLE 0 327,014 0 0
BROADSTONE NET LEASE INC COM REIT 11135E203 184 10,036 SH   SOLE 0 10,036 0 0
CAMBRIDGE BANCORP COM Stock 132152109 416 4,932 SH   SOLE 0 4,932 0 0
VISA INC COM CL A Stock 92826C839 81,752 386,112 SH   SOLE 0 386,112 0 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 29,408 425,026 SH   SOLE 0 425,026 0 0
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 805 2,931 SH   SOLE 0 2,931 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 695 2,704 SH   SOLE 0 2,704 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 5,475 22,902 SH   SOLE 0 22,901 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 18,259 199,330 SH   SOLE 0 199,330 0 0
FACEBOOK INC CL A Stock 30303M102 37,113 126,006 SH   SOLE 0 126,006 0 0
SERVICENOW INC COM Stock 81762P102 5,427 10,851 SH   SOLE 0 10,851 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 666 37,964 SH   SOLE 0 37,964 0 0
MONDELEZ INTL INC CL A Stock 609207105 910 15,555 SH   SOLE 0 15,555 0 0
WP CAREY INC COM REIT 92936U109 566 8,005 SH   SOLE 0 8,005 0 0
BROADCOM INC COM Stock 11135F101 339 732 SH   SOLE 0 732 0 0
PIONEER NAT RES CO COM Stock 723787107 1,131 7,123 SH   SOLE 0 7,123 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 82,527 1,145,385 SH   SOLE 0 1,145,384 0 0
HEXCEL CORP NEW COM Stock 428291108 1,680 30,000 SH   SOLE 0 30,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 71,886 260,219 SH   SOLE 0 260,219 0 0
NVIDIA CORPORATION COM Stock 67066G104 984 1,843 SH   SOLE 0 1,843 0 0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 2,023 36,998 SH   SOLE 0 36,998 0 0
BALL CORP COM Stock 058498106 594 7,010 SH   SOLE 0 7,010 0 0
EOG RES INC COM Stock 26875P101 783 10,790 SH   SOLE 0 10,790 0 0
ABBVIE INC COM Stock 00287Y109 1,189 10,988 SH   SOLE 0 10,988 0 0
CANADIAN IMP BK COMM COM Stock 136069101 638 6,523 SH   SOLE 0 6,523 0 0
S&P GLOBAL INC COM Stock 78409V104 33,464 94,834 SH   SOLE 0 94,833 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 1,723 12,701 SH   SOLE 0 12,701 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 8,250 128,183 SH   SOLE 0 128,183 0 0
ARCBEST CORP COM Stock 03937C105 1,056 15,000 SH   SOLE 0 15,000 0 0
ISHARES CORE 1-5 YEAR USD BOND ETF ETF 46432F859 16,744 326,456 SH   SOLE 0 326,456 0 0
ZOETIS INC CL A Stock 98978V103 31,718 201,408 SH   SOLE 0 201,408 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 1,272 4,230 SH   SOLE 0 4,229 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 1,372 30,957 SH   SOLE 0 30,957 0 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 14 20,000 SH   SOLE 0 20,000 0 0
BLACKSTONE GROUP INC COM Stock 09260D107 60,151 807,069 SH   SOLE 0 807,069 0 0
ANSYS INC COM Stock 03662Q105 318 937 SH   SOLE 0 937 0 0
INFORMATION SVCS GROUP INC COM Stock 45675Y104 572 130,000 SH   SOLE 0 130,000 0 0
STRYKER CORPORATION COM Stock 863667101 41,597 170,772 SH   SOLE 0 170,772 0 0
QUDIAN INC ADR ADR 747798106 27 12,050 SH   SOLE 0 12,050 0 0
SPDR BLACKSTONE SENIOR LOAN ETF ETF 78467V608 11,878 259,679 SH   SOLE 0 259,678 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 638 3,516 SH   SOLE 0 3,516 0 0
RESMED INC COM Stock 761152107 33,903 174,754 SH   SOLE 0 174,753 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 279 378 SH   SOLE 0 378 0 0
MCDONALDS CORP COM Stock 580135101 6,354 28,348 SH   SOLE 0 28,348 0 0
AMETEK INC COM Stock 031100100 416 3,256 SH   SOLE 0 3,256 0 0
FLEXSHARES QUALITY DIVIDEND INDEX FUND ETF 33939L860 246 4,622 SH   SOLE 0 4,622 0 0
CISCO SYS INC COM Stock 17275R102 43,761 846,272 SH   SOLE 0 846,271 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 9,483 74,537 SH   SOLE 0 74,537 0 0
AT&T INC COM Stock 00206R102 1,746 57,675 SH   SOLE 0 57,675 0 0
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF 921937819 400 4,510 SH   SOLE 0 4,510 0 0
VANGUARD FINANCIALS INDEX FUND ETF 92204A405 336 3,981 SH   SOLE 0 3,981 0 0
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 20,772 137,975 SH   SOLE 0 137,975 0 0
GENERAL ELECTRIC CO COM Stock 369604103 704 53,600 SH   SOLE 0 53,600 0 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 1,858 14,491 SH   SOLE 0 14,491 0 0
MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 336 1,788 SH   SOLE 0 1,788 0 0
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 14,193 88,234 SH   SOLE 0 88,233 0 0
ISHARES S&P 500 VALUE ETF ETF 464287408 268 1,895 SH   SOLE 0 1,895 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853 49,652 1,174,635 SH   SOLE 0 1,174,634 0 0
LULULEMON ATHLETICA INC COM Stock 550021109 4,630 15,096 SH   SOLE 0 15,096 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 1,031 15,838 SH   SOLE 0 15,838 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 12,988 32,647 SH   SOLE 0 32,646 0 0
WELLS FARGO CO NEW COM Stock 949746101 2,627 67,245 SH   SOLE 0 67,245 0 0
UNION PAC CORP COM Stock 907818108 563 2,554 SH   SOLE 0 2,554 0 0
ECOLAB INC COM Stock 278865100 238 1,111 SH   SOLE 0 1,111 0 0
SALESFORCE COM INC COM Stock 79466L302 767 3,621 SH   SOLE 0 3,621 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 36,346 407,639 SH   SOLE 0 407,638 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 270 834 SH   SOLE 0 834 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,355 2,969 SH   SOLE 0 2,969 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 38,687 104,700 SH   SOLE 0 104,700 0 0
UMH PPTYS INC COM REIT 903002103 266 13,896 SH   SOLE 0 13,896 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 40,397 265,367 SH   SOLE 0 265,366 0 0
CHEVRON CORP NEW COM Stock 166764100 11,508 109,819 SH   SOLE 0 109,819 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 93,490 805,599 SH   SOLE 0 805,599 0 0
MARKEL CORP COM Stock 570535104 285 250 SH   SOLE 0 250 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 259 5,269 SH   SOLE 0 5,269 0 0
DANAHER CORPORATION COM Stock 235851102 39,438 175,216 SH   SOLE 0 175,216 0 0
TJX COS INC NEW COM Stock 872540109 46,907 709,086 SH   SOLE 0 709,085 0 0
BK OF AMERICA CORP COM Stock 060505104 60,313 1,558,877 SH   SOLE 0 1,558,876 0 0
WALMART INC COM Stock 931142103 644 4,740 SH   SOLE 0 4,739 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,813 21,107 SH   SOLE 0 21,107 0 0
ORACLE CORP COM Stock 68389X105 2,189 31,202 SH   SOLE 0 31,202 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 5,098 65,977 SH   SOLE 0 65,976 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 8,542 164,118 SH   SOLE 0 164,118 0 0
TEXAS INSTRS INC COM Stock 882508104 7,106 37,598 SH   SOLE 0 37,598 0 0
VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 258 2,550 SH   SOLE 0 2,550 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 10,685 206,831 SH   SOLE 0 206,831 0 0
PFIZER INC COM Stock 717081103 1,253 34,586 SH   SOLE 0 34,585 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 738 5,679 SH   SOLE 0 5,679 0 0
MORGAN STANLEY COM NEW Stock 617446448 3,056 39,350 SH   SOLE 0 39,350 0 0
3M Company Stock 88579Y101 645 3,345 SH   SOLE 0 3,345 0 0
CATERPILLAR INC COM Stock 149123101 4,575 19,729 SH   SOLE 0 19,729 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 50,969 24,639 SH   SOLE 0 24,639 0 0
AMERICAN EXPRESS CO COM Stock 025816109 1,043 7,373 SH   SOLE 0 7,372 0 0
AMGEN INC COM Stock 031162100 1,021 4,105 SH   SOLE 0 4,105 0 0
OTIS WORLDWIDE CORP COM Stock 68902V107 729 10,645 SH   SOLE 0 10,645 0 0
ANALOG DEVICES INC COM Stock 032654105 4,711 30,380 SH   SOLE 0 30,380 0 0
WILLIAMS COS INC COM Stock 969457100 11,143 470,364 SH   SOLE 0 470,364 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 7,040 47,867 SH   SOLE 0 47,866 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 220 5,399 SH   SOLE 0 5,399 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 10,092 88,655 SH   SOLE 0 88,654 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 1,675 21,368 SH   SOLE 0 21,368 0 0
SYNEOS HEALTH INC CL A Stock 87166B102 18,206 240,022 SH   SOLE 0 240,022 0 0
CIMPRESS PLC SHS EURO Stock G2143T103 300 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 2,960 36,017 SH   SOLE 0 36,017 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 3,405 29,908 SH   SOLE 0 29,908 0 0
LAM RESEARCH CORP COM Stock 512807108 219 368 SH   SOLE 0 368 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 5,517 62,173 SH   SOLE 0 62,173 0 0
HILL ROM HLDGS INC COM Stock 431475102 354 3,200 SH   SOLE 0 3,200 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 392 6,217 SH   SOLE 0 6,217 0 0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF ETF 46641Q209 8,942 146,587 SH   SOLE 0 146,586 0 0
ALTRIA GROUP INC COM Stock 02209S103 1,222 23,880 SH   SOLE 0 23,880 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 339 2,260 SH   SOLE 0 2,260 0 0
EXXON MOBIL CORP COM Stock 30231G102 3,431 61,454 SH   SOLE 0 61,454 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 359 964 SH   SOLE 0 964 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 23,072 153,390 SH   SOLE 0 153,389 0 0
LOWES COS INC COM Stock 548661107 1,048 5,510 SH   SOLE 0 5,510 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 20,660 262,080 SH   SOLE 0 262,079 0 0
SHOPIFY INC CL A Stock 82509L107 7,396 6,684 SH   SOLE 0 6,684 0 0
BANK HAWAII CORP COM Stock 062540109 251 2,802 SH   SOLE 0 2,801 0 0
TELADOC HEALTH INC COM Stock 87918A105 1,069 5,883 SH   SOLE 0 5,883 0 0
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CBRE GROUP INC CL A Stock 12504L109 3,788 47,886 SH   SOLE 0 47,886 0 0
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VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 1,509 27,615 SH   SOLE 0 27,615 0 0
ISHARES MSCI EAFE ETF ETF 464287465 35,882 472,946 SH   SOLE 0 472,946 0 0
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ISHARES RUSSELL 1000 ETF ETF 464287622 681 3,044 SH   SOLE 0 3,043 0 0
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ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 692 4,566 SH   SOLE 0 4,566 0 0
ISHARES MORNINGSTAR US EQUITY ETF ETF 464287127 3,308 14,752 SH   SOLE 0 14,752 0 0