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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM Stock 023135106   52,633,493 626,589 SH   SOLE 0 626,589 0 0
INVESCO QQQ TRUST ETF 46090E103   4,158,825 15,618 SH   SOLE 0 15,618 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   378,243 3,040 SH   SOLE 0 3,039 0 0
STARBUCKS CORP COM Stock 855244109   6,138,298 61,878 SH   SOLE 0 61,878 0 0
SEMPRA COM Stock 816851109   315,107 2,039 SH   SOLE 0 2,039 0 0
JOHNSON & JOHNSON COM Stock 478160104   82,836,182 468,928 SH   SOLE 0 468,927 0 0
WASTE MGMT INC DEL COM Stock 94106L109   233,751 1,490 SH   SOLE 0 1,490 0 0
EDITAS MEDICINE INC COM Stock 28106W103   139,348 15,710 SH   SOLE 0 15,710 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   1,368,849 7,160 SH   SOLE 0 7,159 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142   355,832 6,904 SH   SOLE 0 6,904 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   34,639,581 75,881 SH   SOLE 0 75,880 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   897,484 23,680 SH   SOLE 0 23,680 0 0
SPDR NUVEEN BLMBG ST MUNBD ETF ETF 78468R739   3,788,005 80,630 SH   SOLE 0 80,630 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570   313,564 4,368 SH   SOLE 0 4,367 0 0
YUM BRANDS INC COM Stock 988498101   581,739 4,542 SH   SOLE 0 4,542 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107   2,799,566 60,505 SH   SOLE 0 60,505 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   26,646,060 175,812 SH   SOLE 0 175,811 0 0
COCA COLA CO COM Stock 191216100   10,367,922 162,992 SH   SOLE 0 162,992 0 0
GENERAL MLS INC COM Stock 370334104   582,721 6,950 SH   SOLE 0 6,949 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   369,134 2,123 SH   SOLE 0 2,123 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   18,985,236 230,177 SH   SOLE 0 230,176 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802   253,175 3,075 SH   SOLE 0 3,075 0 0
INTEL CORP COM Stock 458140100   877,144 33,187 SH   SOLE 0 33,187 0 0
STATE STR CORP COM Stock 857477103   52,861,705 681,471 SH   SOLE 0 681,470 0 0
MEDTRONIC PLC SHS Stock G5960L103   203,916 2,624 SH   SOLE 0 2,623 0 0
FORTIVE CORP COM Stock 34959J108   31,646,205 492,546 SH   SOLE 0 492,546 0 0
NETFLIX INC COM Stock 64110L106   347,958 1,180 SH   SOLE 0 1,180 0 0
SEI INVTS CO COM Stock 784117103   13,021,480 223,353 SH   SOLE 0 223,353 0 0
PROLOGIS INC. COM REIT 74340W103   218,922 1,942 SH   SOLE 0 1,942 0 0
MERCK & CO INC COM Stock 58933Y105   18,910,276 170,440 SH   SOLE 0 170,439 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158   25,180,943 241,497 SH   SOLE 0 241,497 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   28,990,264 75,805 SH   SOLE 0 75,805 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,109 2,900 SH Call SOLE 0 2,900 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   9,534,400 212,679 SH   SOLE 0 212,679 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   8,502,075 24,450 SH   SOLE 0 24,450 0 0
NUTANIX INC CL A Stock 67059N108   260,500 10,000 SH   SOLE 0 10,000 0 0
FIRST REP BK SAN FRANCISCO CAL COM Stock 33616C100   16,676,837 136,818 SH   SOLE 0 136,818 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   771,931 3,504 SH   SOLE 0 3,504 0 0
UNITED RENTALS INC COM Stock 911363109   14,768,056 41,551 SH   SOLE 0 41,551 0 0
PHUNWARE INC COM Stock 71948P100   11,600 15,000 SH   SOLE 0 15,000 0 0
EMERSON ELEC CO COM Stock 291011104   3,600,460 37,481 SH   SOLE 0 37,481 0 0
AVNET INC COM Stock 053807103   818,877 19,694 SH   SOLE 0 19,694 0 0
ALLSTATE CORP COM Stock 020002101   455,074 3,356 SH   SOLE 0 3,356 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   532,946 13,527 SH   SOLE 0 13,526 0 0
SHERWIN WILLIAMS CO COM Stock 824348106   38,701,114 163,068 SH   SOLE 0 163,067 0 0
PEPSICO INC COM Stock 713448108   4,753,190 26,310 SH   SOLE 0 26,310 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   919,840 11,332 SH   SOLE 0 11,332 0 0
COMPUGEN LTD ORD Stock M25722105   11,251 15,720 SH   SOLE 0 15,720 0 0
KIMBERLY-CLARK CORP COM Stock 494368103   485,985 3,580 SH   SOLE 0 3,580 0 0
HONEYWELL INTL INC COM Stock 438516106   75,718,346 353,329 SH   SOLE 0 353,328 0 0
FORD MTR CO DEL COM Stock 345370860   190,802 16,406 SH   SOLE 0 16,406 0 0
US BANCORP DEL COM NEW Stock 902973304   1,126,227 25,825 SH   SOLE 0 25,824 0 0
HOME DEPOT INC COM Stock 437076102   77,572,527 245,591 SH   SOLE 0 245,590 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375   343,987 10,807 SH   SOLE 0 10,807 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   357,223 1,496 SH   SOLE 0 1,495 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   211,926 1,560 SH   SOLE 0 1,560 0 0
SPDR GOLD SHARES ETF 78463V107   549,464 3,239 SH   SOLE 0 3,239 0 0
ISORAY INC COM Stock 46489V104   13,547 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105   24,515,249 397,010 SH   SOLE 0 397,010 0 0
BECTON DICKINSON & CO COM Stock 075887109   357,820 1,407 SH   SOLE 0 1,407 0 0
SCHWAB U.S. SMALL-CAP ETF ETF 808524607   210,258 5,190 SH   SOLE 0 5,190 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   2,454,937 11,459 SH   SOLE 0 11,458 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102   825,257 18,417 SH   SOLE 0 18,416 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   349,974 10,865 SH   SOLE 0 10,865 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   16,872,860 178,285 SH   SOLE 0 178,284 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   69,619,435 225,379 SH   SOLE 0 225,378 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101   37,864,421 112,514 SH   SOLE 0 112,514 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104   507,315 16,365 SH   SOLE 0 16,365 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   51,881,807 588,028 SH   SOLE 0 588,028 0 0
FISERV INC COM Stock 337738108   67,715,595 669,986 SH   SOLE 0 669,986 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107   344,364 408 SH   SOLE 0 408 0 0
INTUIT COM Stock 461202103   550,746 1,415 SH   SOLE 0 1,415 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108   39,920,649 172,256 SH   SOLE 0 172,256 0 0
CSX CORP COM Stock 126408103   548,036 17,690 SH   SOLE 0 17,690 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102   16,632,188 411,891 SH   SOLE 0 411,891 0 0
COMCAST CORP NEW CL A Stock 20030N101   339,893 9,720 SH   SOLE 0 9,719 0 0
MICROSOFT CORP COM Stock 594918104   155,706,647 649,264 SH   SOLE 0 649,263 0 0
LENNAR CORP CL A Stock 526057104   859,388 9,496 SH   SOLE 0 9,496 0 0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663   2,365,467 71,942 SH   SOLE 0 71,942 0 0
CVS HEALTH CORP COM Stock 126650100   20,657,160 221,667 SH   SOLE 0 221,666 0 0
TENABLE HLDGS INC COM Stock 88025T102   302,339 7,925 SH   SOLE 0 7,925 0 0
FOCUS FINL PARTNERS INC COM CL A Stock 34417P100   2,978,358 79,913 SH   SOLE 0 79,913 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   24,372,970 52 SH   SOLE 0 52 0 0
BOEING CO COM Stock 097023105   373,649 1,962 SH   SOLE 0 1,961 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   4,984,376 27,157 SH   SOLE 0 27,156 0 0
VANGUARD MID-CAP ETF ETF 922908629   5,542,903 27,196 SH   SOLE 0 27,196 0 0
NEXTERA ENERGY INC COM Stock 65339F101   1,021,174 12,215 SH   SOLE 0 12,215 0 0
NIKE INC CL B Stock 654106103   5,006,577 42,788 SH   SOLE 0 42,787 0 0
VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102   485,804 8,402 SH   SOLE 0 8,402 0 0
TESLA INC COM Stock 88160R101   915,104 7,429 SH   SOLE 0 7,429 0 0
LINDE PLC SHS Stock G5494J103   287,691 882 SH   SOLE 0 882 0 0
ISHARES MSCI EMERGING MARKETS EX CHINA ETF ETF 46434G764   17,654,583 371,910 SH   SOLE 0 371,910 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203   30,938,830 244,847 SH   SOLE 0 244,847 0 0
VANGUARD HEALTH CARE ETF ETF 92204A504   315,520 1,272 SH   SOLE 0 1,272 0 0
NORFOLK SOUTHN CORP COM Stock 655844108   979,273 3,974 SH   SOLE 0 3,974 0 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702   712,879 2,232 SH   SOLE 0 2,231 0 0
AMPHENOL CORP NEW CL A Stock 032095101   26,281,244 345,170 SH   SOLE 0 345,170 0 0
CGI INC CL A SUB VTG Stock 12532H104   329,447 3,825 SH   SOLE 0 3,825 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   1,550,557 20,641 SH   SOLE 0 20,641 0 0
VANGUARD S&P 500 ETF ETF 922908363   10,295,975 29,305 SH   SOLE 0 29,304 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   292,241 660 SH   SOLE 0 660 0 0
CONSOLIDATED EDISON INC COM Stock 209115104   205,099 2,152 SH   SOLE 0 2,151 0 0
SPDR S&P 600 SMALL CAP ETF ETF 78464A813   35,698,053 434,229 SH   SOLE 0 434,228 0 0
LILLY ELI & CO COM Stock 532457108   10,723,502 29,312 SH   SOLE 0 29,312 0 0
PROFOUND MED CORP COM NEW Stock 74319B502   201,465 18,500 SH   SOLE 0 18,500 0 0
CHROMADEX CORP COM NEW Stock 171077407   63,714 37,925 SH   SOLE 0 37,925 0 0
KALEYRA INC COM Stock 483379103   25,107 33,250 SH   SOLE 0 33,250 0 0
AGENUS INC COM NEW Stock 00847G705   79,027 32,928 SH   SOLE 0 32,928 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   750,314 4,303 SH   SOLE 0 4,303 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204   535,136 5,196 SH   SOLE 0 5,196 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104   524,402 12,713 SH   SOLE 0 12,712 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354   1,447,355 22,650 SH   SOLE 0 22,650 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK Stock 98980F104   866,325 28,772 SH   SOLE 0 28,772 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101   800,312 8,429 SH   SOLE 0 8,428 0 0
EVERSOURCE ENERGY COM Stock 30040W108   658,731 7,857 SH   SOLE 0 7,857 0 0
VANGUARD SMALL CAP VALUE ETF ETF 922908611   459,289 2,892 SH   SOLE 0 2,892 0 0
GOLDMAN SACHS INNOVATE EQUITY ETF ETF 38149W820   1,149,740 28,173 SH   SOLE 0 28,173 0 0
VANGUARD MID-CAP GROWTH ETF ETF 922908538   680,392 3,785 SH   SOLE 0 3,785 0 0
XYLEM INC COM Stock 98419M100   47,152,763 426,450 SH   SOLE 0 426,449 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS Stock 37611X100   31,228 18,478 SH   SOLE 0 18,478 0 0
CAMBRIDGE BANCORP COM Stock 132152109   489,920 5,898 SH   SOLE 0 5,898 0 0
VIMEO INC COMMON STOCK Stock 92719V100   96,400 28,105 SH   SOLE 0 28,105 0 0
VISA INC COM CL A Stock 92826C839   76,761,093 369,470 SH   SOLE 0 369,469 0 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697   32,383,170 449,142 SH   SOLE 0 449,142 0 0
LUMIRADX LTD SHS Stock G5709L109   123,746 137,496 SH   SOLE 0 137,496 0 0
VANGUARD SMALL-CAP GROWTH ETF ETF 922908595   604,985 3,017 SH   SOLE 0 3,016 0 0
VANGUARD GROWTH ETF ETF 922908736   660,002 3,097 SH   SOLE 0 3,097 0 0
L3HARRIS TECHNOLOGIES INC COM Stock 502431109   246,521 1,184 SH   SOLE 0 1,184 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100   4,446,874 20,990 SH   SOLE 0 20,989 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150   21,133,176 249,212 SH   SOLE 0 249,211 0 0
META PLATFORMS INC CL A Stock 30303M102   9,877,507 82,080 SH   SOLE 0 82,080 0 0
SERVICENOW INC COM Stock 81762P102   4,185,551 10,780 SH   SOLE 0 10,780 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   1,421,634 10,188 SH   SOLE 0 10,188 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108   458,307 50,143 SH   SOLE 0 50,143 0 0
MONDELEZ INTL INC CL A Stock 609207105   591,186 8,870 SH   SOLE 0 8,870 0 0
WP CAREY INC COM REIT 92936U109   584,953 7,485 SH   SOLE 0 7,485 0 0
BROADCOM INC COM Stock 11135F101   384,122 687 SH   SOLE 0 687 0 0
PROSHARES ULTRASHORT S&P500 ETF 74347G416   2,719,126 59,150 SH   SOLE 0 59,150 0 0
PROSHARES ULTRASHORT 20 YEAR TREASURY ETF 74347B201   552,500 17,000 SH   SOLE 0 17,000 0 0
WORKDAY INC CL A Stock 98138H101   572,938 3,424 SH   SOLE 0 3,424 0 0
PIONEER NAT RES CO COM Stock 723787107   5,904,795 25,854 SH   SOLE 0 25,854 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   33,934,764 550,527 SH   SOLE 0 550,527 0 0
HEXCEL CORP NEW COM Stock 428291108   559,075 9,500 SH   SOLE 0 9,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   64,401,949 241,350 SH   SOLE 0 241,350 0 0
NVIDIA CORPORATION COM Stock 67066G104   1,105,074 7,562 SH   SOLE 0 7,561 0 0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646   1,294,919 25,992 SH   SOLE 0 25,991 0 0
BALL CORP COM Stock 058498106   419,348 8,200 SH   SOLE 0 8,200 0 0
EOG RES INC COM Stock 26875P101   1,572,352 12,140 SH   SOLE 0 12,139 0 0
ABBVIE INC COM Stock 00287Y109   2,119,486 13,115 SH   SOLE 0 13,114 0 0
CANADIAN IMPERIAL BK COMM TORO COM Stock 136069101   441,714 10,920 SH   SOLE 0 10,920 0 0
S&P GLOBAL INC COM Stock 78409V104   23,928,754 71,442 SH   SOLE 0 71,441 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   7,716,757 165,240 SH   SOLE 0 165,239 0 0
ARCBEST CORP COM Stock 03937C105   1,050,600 15,000 SH   SOLE 0 15,000 0 0
VANGUARD TOTAL BOND MARKET ETF ETF 921937835   261,138 3,635 SH   SOLE 0 3,635 0 0
ISHARES CORE 1-5 YEAR USD BOND ETF ETF 46432F859   3,559,974 76,657 SH   SOLE 0 76,657 0 0
ZOETIS INC CL A Stock 98978V103   36,013,354 245,740 SH   SOLE 0 245,739 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648   844,178 3,935 SH   SOLE 0 3,935 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241   1,626,460 36,965 SH   SOLE 0 36,965 0 0
BLACKSTONE INC COM Stock 09260D107   55,128,660 743,074 SH   SOLE 0 743,074 0 0
ANSYS INC COM Stock 03662Q105   227,095 940 SH   SOLE 0 940 0 0
INFORMATION SVCS GROUP INC COM Stock 45675Y104   3,801,394 826,390 SH   SOLE 0 826,390 0 0
STRYKER CORPORATION COM Stock 863667101   43,995,265 179,947 SH   SOLE 0 179,946 0 0
SPDR BLACKSTONE SENIOR LOAN ETF ETF 78467V608   1,728,586 42,264 SH   SOLE 0 42,263 0 0
GENERAL DYNAMICS CORP COM Stock 369550108   673,619 2,715 SH   SOLE 0 2,715 0 0
RESMED INC COM Stock 761152107   36,831,927 176,965 SH   SOLE 0 176,965 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   414,211 1,561 SH   SOLE 0 1,561 0 0
DISCOVER FINL SVCS COM Stock 254709108   440,235 4,500 SH   SOLE 0 4,500 0 0
MCDONALDS CORP COM Stock 580135101   6,760,255 25,653 SH   SOLE 0 25,652 0 0
AMETEK INC COM Stock 031100100   1,045,944 7,486 SH   SOLE 0 7,486 0 0
CISCO SYS INC COM Stock 17275R102   2,280,220 47,864 SH   SOLE 0 47,863 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105   925,417 9,955 SH   SOLE 0 9,955 0 0
AT&T INC COM Stock 00206R102   333,295 18,104 SH   SOLE 0 18,104 0 0
VANGUARD FINANCIALS ETF ETF 92204A405   329,348 3,981 SH   SOLE 0 3,981 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   3,225,429 24,567 SH   SOLE 0 24,567 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301   499,724 5,964 SH   SOLE 0 5,964 0 0
ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339   689,708 6,052 SH   SOLE 0 6,052 0 0
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF ETF 464288513   230,904 3,136 SH   SOLE 0 3,136 0 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887   1,915,295 17,723 SH   SOLE 0 17,722 0 0
MOTOROLA SOLUTIONS INC COM NEW Stock 620076307   498,411 1,934 SH   SOLE 0 1,934 0 0
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396   1,789,248 12,261 SH   SOLE 0 12,261 0 0
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 81369Y407   248,116 1,921 SH   SOLE 0 1,921 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   13,547,897 52,953 SH   SOLE 0 52,952 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853   38,763,457 1,048,511 SH   SOLE 0 1,048,511 0 0
LULULEMON ATHLETICA INC COM Stock 550021109   1,342,713 4,191 SH   SOLE 0 4,191 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309   925,353 15,818 SH   SOLE 0 15,818 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   15,534,795 40,433 SH   SOLE 0 40,433 0 0
EVOGENE LTD SHS Stock M4119S104   9,800 14,000 SH   SOLE 0 14,000 0 0
WELLS FARGO CO NEW COM Stock 949746101   1,917,402 46,437 SH   SOLE 0 46,437 0 0
UNION PAC CORP COM Stock 907818108   938,441 4,532 SH   SOLE 0 4,532 0 0
SALESFORCE INC COM Stock 79466L302   18,170,411 137,042 SH   SOLE 0 137,042 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206   36,668,927 442,378 SH   SOLE 0 442,377 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   515,601 945 SH   SOLE 0 945 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   1,740,180 3,160 SH   SOLE 0 3,160 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   1,785,034 3,669 SH   SOLE 0 3,669 0 0
UMH PPTYS INC COM REIT 903002103   218,896 13,596 SH   SOLE 0 13,596 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   30,875,755 230,244 SH   SOLE 0 230,244 0 0
CHEVRON CORP NEW COM Stock 166764100   17,941,853 99,960 SH   SOLE 0 99,960 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   34,459,864 326,572 SH   SOLE 0 326,571 0 0
CONOCOPHILLIPS COM Stock 20825C104   422,143 3,577 SH   SOLE 0 3,577 0 0
MARKEL CORP COM Stock 570535104   329,373 250 SH   SOLE 0 250 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858   392,042 9,341 SH   SOLE 0 9,341 0 0
DANAHER CORPORATION COM Stock 235851102   42,108,935 158,650 SH   SOLE 0 158,650 0 0
M & T BK CORP COM Stock 55261F104   477,247 3,290 SH   SOLE 0 3,290 0 0
TJX COS INC NEW COM Stock 872540109   73,081,994 918,117 SH   SOLE 0 918,116 0 0
BANK AMERICA CORP COM Stock 060505104   60,697,130 1,832,643 SH   SOLE 0 1,832,642 0 0
WALMART INC COM Stock 931142103   573,775 4,047 SH   SOLE 0 4,046 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   2,253,257 15,993 SH   SOLE 0 15,993 0 0
ORACLE CORP COM Stock 68389X105   2,959,012 36,200 SH   SOLE 0 36,200 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101   3,094,547 30,663 SH   SOLE 0 30,663 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858   1,957,886 50,228 SH   SOLE 0 50,227 0 0
TEXAS INSTRS INC COM Stock 882508104   6,061,591 36,688 SH   SOLE 0 36,688 0 0
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406   506,602 4,682 SH   SOLE 0 4,681 0 0
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF ETF 78468R721   7,801,827 171,018 SH   SOLE 0 171,017 0 0
PFIZER INC COM Stock 717081103   1,581,241 30,860 SH   SOLE 0 30,859 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242   443,966 4,211 SH   SOLE 0 4,211 0 0
MORGAN STANLEY COM NEW Stock 617446448   12,048,864 141,718 SH   SOLE 0 141,718 0 0
3M Company Stock 88579Y101   367,635 3,066 SH   SOLE 0 3,065 0 0
CATERPILLAR INC COM Stock 149123101   4,641,759 19,376 SH   SOLE 0 19,376 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   40,742,697 459,176 SH   SOLE 0 459,176 0 0
AMERICAN EXPRESS CO COM Stock 025816109   1,241,192 8,401 SH   SOLE 0 8,400 0 0
AMGEN INC COM Stock 031162100   1,172,579 4,465 SH   SOLE 0 4,464 0 0
APPLIED MATLS INC COM Stock 038222105   31,629,881 324,809 SH   SOLE 0 324,809 0 0
OTIS WORLDWIDE CORP COM Stock 68902V107   248,678 3,176 SH   SOLE 0 3,175 0 0
ANALOG DEVICES INC COM Stock 032654105   5,069,519 30,906 SH   SOLE 0 30,906 0 0
PAYCOM SOFTWARE INC COM Stock 70432V102   794,394 2,560 SH   SOLE 0 2,560 0 0
WILLIAMS COS INC COM Stock 969457100   16,693,789 507,410 SH   SOLE 0 507,410 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   5,653,626 37,232 SH   SOLE 0 37,231 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   10,208,125 105,249 SH   SOLE 0 105,249 0 0
SPDR PORTFOLIO S&P 500 ETF ETF 78464A854   1,120,407 24,909 SH   SOLE 0 24,909 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   1,249,412 18,293 SH   SOLE 0 18,293 0 0
Daktari Stock 234264109   40,989 40,989 SH   SOLE 0 40,988 0 0
VANGUARD SHORT-TERM BOND ETF ETF 921937827   19,689,639 261,552 SH   SOLE 0 261,552 0 0
GARTNER INC COM Stock 366651107   246,391 733 SH   SOLE 0 733 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108   1,385,638 29,908 SH   SOLE 0 29,908 0 0
PHILIP MORRIS INTL INC COM Stock 718172109   1,087,620 10,746 SH   SOLE 0 10,746 0 0
SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 78468R622   628,650 6,985 SH   SOLE 0 6,985 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   725,561 10,084 SH   SOLE 0 10,084 0 0
ALTRIA GROUP INC COM Stock 02209S103   588,757 12,880 SH   SOLE 0 12,880 0 0
FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857   5,440,266 219,277 SH   SOLE 0 219,277 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103   368,552 2,418 SH   SOLE 0 2,418 0 0
EXXON MOBIL CORP COM Stock 30231G102   7,226,030 65,513 SH   SOLE 0 65,512 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   1,031,730 1,946 SH   SOLE 0 1,946 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109   444,164 2,369 SH   SOLE 0 2,369 0 0
LOWES COS INC COM Stock 548661107   1,122,917 5,636 SH   SOLE 0 5,636 0 0
COLGATE PALMOLIVE CO COM Stock 194162103   212,872 2,702 SH   SOLE 0 2,701 0 0
SHOPIFY INC CL A Stock 82509L107   1,968,057 56,700 SH   SOLE 0 56,700 0 0
BANK HAWAII CORP COM Stock 062540109   230,828 2,976 SH   SOLE 0 2,976 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   370,273 5,199 SH   SOLE 0 5,199 0 0
NASDAQ INC COM Stock 631103108   255,400 4,163 SH   SOLE 0 4,163 0 0
SCHWAB CHARLES CORP COM Stock 808513105   45,610,292 547,807 SH   SOLE 0 547,807 0 0
CROWN CASTLE INC COM REIT 22822V101   34,880,019 257,150 SH   SOLE 0 257,149 0 0
AUTOZONE INC COM Stock 053332102   382,258 155 SH   SOLE 0 155 0 0
BLACKROCK INC COM Stock 09247X101   252,981 357 SH   SOLE 0 357 0 0
CBRE GROUP INC CL A Stock 12504L109   3,531,310 45,885 SH   SOLE 0 45,885 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   2,412,369 9,973 SH   SOLE 0 9,973 0 0
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746   17,513,373 353,877 SH   SOLE 0 353,877 0 0
ISHARES MSCI EAFE ETF ETF 464287465   10,375,343 158,064 SH   SOLE 0 158,064 0 0
APPLE INC COM Stock 037833100   195,901,313 1,507,746 SH   SOLE 0 1,507,745 0 0
APPLE INC COM Stock 037833100   65 500 SH Call SOLE 0 500 0 0
PJT PARTNERS INC COM CL A Stock 69343T107   1,034,313 14,036 SH   SOLE 0 14,036 0 0
ABBOTT LABS COM Stock 002824100   13,250,094 120,686 SH   SOLE 0 120,685 0 0
DISNEY WALT CO COM Stock 254687106   13,398,079 154,213 SH   SOLE 0 154,213 0 0
BOOKING HOLDINGS INC COM Stock 09857L108   31,153,474 15,459 SH   SOLE 0 15,458 0 0
ISHARES RUSSELL 1000 ETF ETF 464287622   670,243 3,184 SH   SOLE 0 3,183 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102   30,506,314 184,350 SH   SOLE 0 184,350 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   703,922 4,642 SH   SOLE 0 4,641 0 0
ISHARES MORNINGSTAR U.S. EQUITY ETF ETF 464287127   2,865,353 54,433 SH   SOLE 0 54,433 0 0