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   87,862,965 674,002 SH   SOLE 0 674,002 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   4,261,632 11,536 SH   SOLE 0 11,536 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   736,255 4,235 SH   SOLE 0 4,234 0 0
STARBUCKS CORP COM Stock 855244109   5,822,462 58,777 SH   SOLE 0 58,777 0 0
SEMPRA COM Stock 816851109   245,610 1,687 SH   SOLE 0 1,687 0 0
JOHNSON & JOHNSON COM Stock 478160104   72,689,091 439,156 SH   SOLE 0 439,155 0 0
WASTE MGMT INC DEL COM Stock 94106L109   277,654 1,601 SH   SOLE 0 1,601 0 0
EDITAS MEDICINE INC COM Stock 28106W103   106,661 12,960 SH   SOLE 0 12,960 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   1,982,599 9,000 SH   SOLE 0 9,000 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142   468,122 8,302 SH   SOLE 0 8,301 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   64,017,026 118,907 SH   SOLE 0 118,906 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   882,053 22,297 SH   SOLE 0 22,296 0 0
SPDR NUVEEN BLMBG ST MUNBD ETF ETF 78468R739   2,727,567 57,972 SH   SOLE 0 57,971 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570   367,637 4,368 SH   SOLE 0 4,367 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107   3,264,281 60,349 SH   SOLE 0 60,349 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   18,474,772 121,753 SH   SOLE 0 121,752 0 0
COCA COLA CO COM Stock 191216100   7,011,272 116,428 SH   SOLE 0 116,427 0 0
GENERAL MLS INC COM Stock 370334104   498,034 6,493 SH   SOLE 0 6,493 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   209,185 1,167 SH   SOLE 0 1,167 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   14,447,834 172,904 SH   SOLE 0 172,903 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802   287,989 3,075 SH   SOLE 0 3,075 0 0
INTEL CORP COM Stock 458140100   1,010,664 30,223 SH   SOLE 0 30,223 0 0
STATE STR CORP COM Stock 857477103   5,478,767 74,867 SH   SOLE 0 74,866 0 0
MEDTRONIC PLC SHS Stock G5960L103   249,381 2,831 SH   SOLE 0 2,830 0 0
FORTIVE CORP COM Stock 34959J108   35,935,709 480,617 SH   SOLE 0 480,616 0 0
NETFLIX INC COM Stock 64110L106   468,399 1,063 SH   SOLE 0 1,063 0 0
SEI INVTS CO COM Stock 784117103   13,318,810 223,395 SH   SOLE 0 223,395 0 0
MERCK & CO INC COM Stock 58933Y105   12,535,569 108,637 SH   SOLE 0 108,636 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158   5,885,335 56,568 SH   SOLE 0 56,568 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   18,240,550 41,149 SH   SOLE 0 41,149 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   8,641,804 111,911 SH   SOLE 0 111,911 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   5,251,129 13,351 SH   SOLE 0 13,351 0 0
NUTANIX INC CL A Stock 67059N108   280,500 10,000 SH   SOLE 0 10,000 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   850,604 3,400 SH   SOLE 0 3,400 0 0
UNITED RENTALS INC COM Stock 911363109   17,882,639 40,152 SH   SOLE 0 40,152 0 0
EMERSON ELEC CO COM Stock 291011104   3,460,729 38,287 SH   SOLE 0 38,286 0 0
AVNET INC COM Stock 053807103   993,562 19,694 SH   SOLE 0 19,694 0 0
ALLSTATE CORP COM Stock 020002101   218,516 2,004 SH   SOLE 0 2,004 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   382,420 10,283 SH   SOLE 0 10,282 0 0
SHERWIN WILLIAMS CO COM Stock 824348106   44,472,608 167,492 SH   SOLE 0 167,492 0 0
PEPSICO INC COM Stock 713448108   3,405,808 18,388 SH   SOLE 0 18,387 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   379,454 4,680 SH   SOLE 0 4,680 0 0
KIMBERLY-CLARK CORP COM Stock 494368103   472,629 3,423 SH   SOLE 0 3,423 0 0
HONEYWELL INTL INC COM Stock 438516106   66,013,837 318,139 SH   SOLE 0 318,138 0 0
HOME DEPOT INC COM Stock 437076102   67,724,496 218,016 SH   SOLE 0 218,016 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375   403,783 12,575 SH   SOLE 0 12,575 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   283,591 1,290 SH   SOLE 0 1,290 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   265,848 2,003 SH   SOLE 0 2,002 0 0
SPDR GOLD SHARES ETF 78463V107   504,170 2,828 SH   SOLE 0 2,828 0 0
BECTON DICKINSON & CO COM Stock 075887109   275,098 1,042 SH   SOLE 0 1,042 0 0
SCHWAB U.S. SMALL-CAP ETF ETF 808524607   227,597 5,196 SH   SOLE 0 5,196 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   2,984,191 10,845 SH   SOLE 0 10,844 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102   466,076 9,015 SH   SOLE 0 9,015 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   333,952 9,368 SH   SOLE 0 9,367 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   11,676,130 117,171 SH   SOLE 0 117,171 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   76,869,081 225,423 SH   SOLE 0 225,422 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101   60,096,454 122,899 SH   SOLE 0 122,899 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104   548,391 16,365 SH   SOLE 0 16,365 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   72,881,758 608,870 SH   SOLE 0 608,870 0 0
FISERV INC COM Stock 337738108   77,787,615 616,628 SH   SOLE 0 616,627 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107   389,915 408 SH   SOLE 0 408 0 0
INTUIT COM Stock 461202103   756,989 1,652 SH   SOLE 0 1,652 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108   32,240,443 130,989 SH   SOLE 0 130,989 0 0
CSX CORP COM Stock 126408103   313,999 9,208 SH   SOLE 0 9,208 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102   349,032 7,758 SH   SOLE 0 7,758 0 0
COMCAST CORP NEW CL A Stock 20030N101   647,621 15,587 SH   SOLE 0 15,586 0 0
MICROSOFT CORP COM Stock 594918104   208,157,591 611,257 SH   SOLE 0 611,257 0 0
LENNAR CORP CL A Stock 526057104   1,192,679 9,518 SH   SOLE 0 9,517 0 0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663   2,532,944 71,310 SH   SOLE 0 71,310 0 0
CVS HEALTH CORP COM Stock 126650100   587,458 8,498 SH   SOLE 0 8,497 0 0
TENABLE HLDGS INC COM Stock 88025T102   228,594 5,249 SH   SOLE 0 5,249 0 0
FOCUS FINL PARTNERS INC COM CL A Stock 34417P100   1,117,045 21,273 SH   SOLE 0 21,273 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   30,550,790 59 SH   SOLE 0 59 0 0
BOEING CO COM Stock 097023105   262,425 1,243 SH   SOLE 0 1,242 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   5,519,176 27,750 SH   SOLE 0 27,749 0 0
VANGUARD MID-CAP ETF ETF 922908629   6,002,547 27,264 SH   SOLE 0 27,264 0 0
NEXTERA ENERGY INC COM Stock 65339F101   953,174 12,846 SH   SOLE 0 12,846 0 0
NIKE INC CL B Stock 654106103   4,888,617 44,293 SH   SOLE 0 44,292 0 0
VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102   1,075,625 18,632 SH   SOLE 0 18,632 0 0
TESLA INC COM Stock 88160R101   1,882,901 7,193 SH   SOLE 0 7,192 0 0
ISHARES MSCI EMERGING MARKETS EX CHINA ETF ETF 46434G764   22,728,677 437,258 SH   SOLE 0 437,258 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203   35,527,316 244,090 SH   SOLE 0 244,090 0 0
VANGUARD HEALTH CARE ETF ETF 92204A504   311,411 1,272 SH   SOLE 0 1,272 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   215,778 6,401 SH   SOLE 0 6,401 0 0
NORFOLK SOUTHN CORP COM Stock 655844108   795,522 3,508 SH   SOLE 0 3,508 0 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702   952,291 2,154 SH   SOLE 0 2,153 0 0
AMPHENOL CORP NEW CL A Stock 032095101   22,047,413 259,534 SH   SOLE 0 259,534 0 0
CGI INC CL A SUB VTG Stock 12532H104   403,270 3,825 SH   SOLE 0 3,825 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   1,934,376 20,642 SH   SOLE 0 20,642 0 0
VANGUARD S&P 500 ETF ETF 922908363   13,399,665 32,900 SH   SOLE 0 32,900 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,029,657 2,150 SH   SOLE 0 2,150 0 0
ELI LILLY & CO COM Stock 532457108   13,741,046 29,300 SH   SOLE 0 29,299 0 0
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND ETF 33939L654   27,214,119 509,410 SH   SOLE 0 509,410 0 0
CHROMADEX CORP COM NEW Stock 171077407   34,576 22,023 SH   SOLE 0 22,023 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473   220,559 2,008 SH   SOLE 0 2,008 0 0
AGENUS INC COM NEW Stock 00847G705   52,685 32,928 SH   SOLE 0 32,928 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   1,168,003 6,237 SH   SOLE 0 6,237 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204   314,765 3,508 SH   SOLE 0 3,507 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104   600,298 12,076 SH   SOLE 0 12,076 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK Stock 98980F104   416,828 16,417 SH   SOLE 0 16,417 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101   653,428 7,760 SH   SOLE 0 7,760 0 0
VANGUARD SMALL CAP VALUE ETF ETF 922908611   428,592 2,591 SH   SOLE 0 2,591 0 0
GOLDMAN SACHS INNOVATE EQUITY ETF ETF 38149W820   1,332,599 27,122 SH   SOLE 0 27,122 0 0
AIRBNB INC COM CL A Stock 009066101   223,274 1,742 SH   SOLE 0 1,742 0 0
VANGUARD MID-CAP GROWTH ETF ETF 922908538   925,348 4,497 SH   SOLE 0 4,497 0 0
XYLEM INC COM Stock 98419M100   39,045,193 346,699 SH   SOLE 0 346,698 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS Stock 37611X100   31,579 16,978 SH   SOLE 0 16,978 0 0
CAMBRIDGE BANCORP COM Stock 132152109   364,496 6,711 SH   SOLE 0 6,711 0 0
VIMEO INC COMMON STOCK Stock 92719V100   115,545 28,045 SH   SOLE 0 28,045 0 0
VISA INC COM CL A Stock 92826C839   79,082,464 333,007 SH   SOLE 0 333,006 0 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697   8,024,620 107,959 SH   SOLE 0 107,959 0 0
LUMIRADX LTD SHS Stock G5709L109   65,998 137,496 SH   SOLE 0 137,496 0 0
VANGUARD SMALL-CAP GROWTH ETF ETF 922908595   745,686 3,246 SH   SOLE 0 3,245 0 0
VANGUARD GROWTH ETF ETF 922908736   933,768 3,300 SH   SOLE 0 3,300 0 0
ISHARES U.S. TREASURY BOND ETF ETF 46429B267   59,059,518 2,579,018 SH   SOLE 0 2,579,018 0 0
L3HARRIS TECHNOLOGIES INC COM Stock 502431109   522,391 2,668 SH   SOLE 0 2,668 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100   4,223,998 21,780 SH   SOLE 0 21,779 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150   34,104,062 348,570 SH   SOLE 0 348,569 0 0
META PLATFORMS INC CL A Stock 30303M102   20,345,289 70,894 SH   SOLE 0 70,894 0 0
META PLATFORMS INC CL A Stock 30303M102   7,175 25,000 SH Put SOLE 0 25,000 0 0
SERVICENOW INC COM Stock 81762P102   5,806,246 10,332 SH   SOLE 0 10,331 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   2,239,857 8,766 SH   SOLE 0 8,766 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108   656,707 53,565 SH   SOLE 0 53,565 0 0
MONDELEZ INTL INC CL A Stock 609207105   702,521 9,631 SH   SOLE 0 9,631 0 0
WP CAREY INC COM REIT 92936U109   472,447 6,993 SH   SOLE 0 6,993 0 0
BROADCOM INC COM Stock 11135F101   777,174 896 SH   SOLE 0 895 0 0
WORKDAY INC CL A Stock 98138H101   791,067 3,502 SH   SOLE 0 3,502 0 0
PIONEER NAT RES CO COM Stock 723787107   2,517,859 12,153 SH   SOLE 0 12,153 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   33,069,612 489,920 SH   SOLE 0 489,920 0 0
HEXCEL CORP NEW COM Stock 428291108   722,190 9,500 SH   SOLE 0 9,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   64,650,674 209,510 SH   SOLE 0 209,510 0 0
NVIDIA CORPORATION COM Stock 67066G104   3,112,687 7,358 SH   SOLE 0 7,358 0 0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646   811,072 16,166 SH   SOLE 0 16,166 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679   1,269,071 11,490 SH   SOLE 0 11,490 0 0
BALL CORP COM Stock 058498106   477,322 8,200 SH   SOLE 0 8,200 0 0
EOG RES INC COM Stock 26875P101   281,145 2,457 SH   SOLE 0 2,456 0 0
GRAINGER W W INC COM Stock 384802104   203,306 258 SH   SOLE 0 257 0 0
ABBVIE INC COM Stock 00287Y109   1,684,857 12,505 SH   SOLE 0 12,505 0 0
CANADIAN IMPERIAL BK COMM TORO COM Stock 136069101   305,973 7,169 SH   SOLE 0 7,169 0 0
S&P GLOBAL INC COM Stock 78409V104   29,048,881 72,461 SH   SOLE 0 72,460 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   8,424,536 170,918 SH   SOLE 0 170,917 0 0
ARCBEST CORP COM Stock 03937C105   1,482,000 15,000 SH   SOLE 0 15,000 0 0
ISHARES CORE 1-5 YEAR USD BOND ETF ETF 46432F859   721,040 15,460 SH   SOLE 0 15,459 0 0
ZOETIS INC CL A Stock 98978V103   36,627,113 212,689 SH   SOLE 0 212,688 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   236,712 2,346 SH   SOLE 0 2,345 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648   871,973 3,593 SH   SOLE 0 3,593 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241   2,044,284 40,521 SH   SOLE 0 40,521 0 0
BLACKSTONE INC COM Stock 09260D107   56,802,931 610,981 SH   SOLE 0 610,981 0 0
ANSYS INC COM Stock 03662Q105   312,105 945 SH   SOLE 0 945 0 0
INFORMATION SVCS GROUP INC COM Stock 45675Y104   4,429,450 826,390 SH   SOLE 0 826,390 0 0
ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102   224,616 1,543 SH   SOLE 0 1,542 0 0
STRYKER CORPORATION COM Stock 863667101   41,272,475 135,280 SH   SOLE 0 135,279 0 0
SPDR BLACKSTONE SENIOR LOAN ETF ETF 78467V608   687,715 16,425 SH   SOLE 0 16,425 0 0
GENERAL DYNAMICS CORP COM Stock 369550108   587,802 2,732 SH   SOLE 0 2,732 0 0
RESMED INC COM Stock 761152107   29,895,196 136,820 SH   SOLE 0 136,820 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   554,367 1,621 SH   SOLE 0 1,621 0 0
DISCOVER FINL SVCS COM Stock 254709108   236,154 2,021 SH   SOLE 0 2,021 0 0
MCDONALDS CORP COM Stock 580135101   7,931,564 26,579 SH   SOLE 0 26,579 0 0
AMETEK INC COM Stock 031100100   1,173,463 7,249 SH   SOLE 0 7,248 0 0
FLEXSHARES QUALITY DIVIDEND INDEX FUND ETF 33939L860   201,109 3,480 SH   SOLE 0 3,480 0 0
CISCO SYS INC COM Stock 17275R102   2,525,584 48,813 SH   SOLE 0 48,812 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105   1,041,312 9,521 SH   SOLE 0 9,521 0 0
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND ETF 97717X669   277,912 4,169 SH   SOLE 0 4,169 0 0
VANGUARD FINANCIALS ETF ETF 92204A405   284,340 3,500 SH   SOLE 0 3,500 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   21,627,001 266,441 SH   SOLE 0 266,440 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   2,847,878 22,431 SH   SOLE 0 22,431 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301   654,714 5,960 SH   SOLE 0 5,960 0 0
ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339   202,871 1,504 SH   SOLE 0 1,504 0 0
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF ETF 464288513   235,420 3,136 SH   SOLE 0 3,136 0 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887   1,869,566 16,267 SH   SOLE 0 16,267 0 0
MOTOROLA SOLUTIONS INC COM NEW Stock 620076307   563,291 1,921 SH   SOLE 0 1,920 0 0
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396   1,554,005 10,773 SH   SOLE 0 10,773 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   15,943,338 46,091 SH   SOLE 0 46,091 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853   77,616,202 1,998,357 SH   SOLE 0 1,998,357 0 0
LULULEMON ATHLETICA INC COM Stock 550021109   1,212,714 3,204 SH   SOLE 0 3,204 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309   1,168,417 16,578 SH   SOLE 0 16,578 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   25,240,376 56,630 SH   SOLE 0 56,629 0 0
WELLS FARGO CO NEW COM Stock 949746101   1,873,692 43,901 SH   SOLE 0 43,900 0 0
UNION PAC CORP COM Stock 907818108   600,832 2,936 SH   SOLE 0 2,936 0 0
SALESFORCE INC COM Stock 79466L302   35,882,165 169,848 SH   SOLE 0 169,848 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206   35,032,705 401,613 SH   SOLE 0 401,613 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   252,823 555 SH   SOLE 0 554 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   28,738,305 55,081 SH   SOLE 0 55,080 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   1,417,614 3,079 SH   SOLE 0 3,079 0 0
UMH PPTYS INC COM REIT 903002103   221,978 13,891 SH   SOLE 0 13,891 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   23,605,147 162,302 SH   SOLE 0 162,301 0 0
CHEVRON CORP NEW COM Stock 166764100   11,301,352 71,823 SH   SOLE 0 71,823 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   77,064,857 722,054 SH   SOLE 0 722,054 0 0
CONOCOPHILLIPS COM Stock 20825C104   339,647 3,278 SH   SOLE 0 3,278 0 0
MARKEL GROUP INC COM Stock 570535104   345,795 250 SH   SOLE 0 250 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858   551,066 11,933 SH   SOLE 0 11,933 0 0
DANAHER CORPORATION COM Stock 235851102   54,011,447 225,048 SH   SOLE 0 225,047 0 0
M & T BK CORP COM Stock 55261F104   375,704 3,036 SH   SOLE 0 3,035 0 0
TJX COS INC NEW COM Stock 872540109   57,565,855 678,923 SH   SOLE 0 678,922 0 0
BANK AMERICA CORP COM Stock 060505104   40,080,124 1,397,007 SH   SOLE 0 1,397,006 0 0
WALMART INC COM Stock 931142103   1,132,902 7,208 SH   SOLE 0 7,207 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   1,358,527 10,153 SH   SOLE 0 10,152 0 0
ORACLE CORP COM Stock 68389X105   4,585,602 38,505 SH   SOLE 0 38,505 0 0
RTX CORPORATION COM Stock 75513E101   3,124,892 31,900 SH   SOLE 0 31,899 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858   1,370,711 33,695 SH   SOLE 0 33,694 0 0
TEXAS INSTRS INC COM Stock 882508104   6,596,653 36,644 SH   SOLE 0 36,644 0 0
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406   693,984 6,543 SH   SOLE 0 6,542 0 0
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF ETF 78468R721   3,509,135 76,021 SH   SOLE 0 76,021 0 0
PFIZER INC COM Stock 717081103   1,116,333 30,434 SH   SOLE 0 30,434 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242   477,006 4,411 SH   SOLE 0 4,411 0 0
MORGAN STANLEY COM NEW Stock 617446448   11,785,384 138,002 SH   SOLE 0 138,002 0 0
3M Company Stock 88579Y101   311,779 3,115 SH   SOLE 0 3,114 0 0
CATERPILLAR INC COM Stock 149123101   4,317,733 17,548 SH   SOLE 0 17,548 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   41,278,316 341,228 SH   SOLE 0 341,227 0 0
AMERICAN EXPRESS CO COM Stock 025816109   848,514 4,871 SH   SOLE 0 4,870 0 0
AMGEN INC COM Stock 031162100   1,704,388 7,677 SH   SOLE 0 7,676 0 0
APPLIED MATLS INC COM Stock 038222105   48,883,033 338,197 SH   SOLE 0 338,197 0 0
OTIS WORLDWIDE CORP COM Stock 68902V107   269,144 3,024 SH   SOLE 0 3,023 0 0
ANALOG DEVICES INC COM Stock 032654105   6,065,577 31,136 SH   SOLE 0 31,135 0 0
PAYCOM SOFTWARE INC COM Stock 70432V102   805,991 2,509 SH   SOLE 0 2,509 0 0
WILLIAMS COS INC COM Stock 969457100   8,186,054 250,875 SH   SOLE 0 250,875 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   6,012,127 37,014 SH   SOLE 0 37,013 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   20,221,312 206,445 SH   SOLE 0 206,445 0 0
SPDR PORTFOLIO S&P 500 ETF ETF 78464A854   1,316,299 25,260 SH   SOLE 0 25,260 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   1,371,525 18,287 SH   SOLE 0 18,287 0 0
ASPEN AEROGELS INC COM Stock 04523Y105   79,310 10,052 SH   SOLE 0 10,052 0 0
Daktari Stock 234264109   40,989 40,989 SH   SOLE 0 40,988 0 0
VANGUARD SHORT-TERM BOND ETF ETF 921937827   4,693,992 62,114 SH   SOLE 0 62,114 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108   1,379,656 29,908 SH   SOLE 0 29,908 0 0
PHILIP MORRIS INTL INC COM Stock 718172109   898,648 9,206 SH   SOLE 0 9,205 0 0
NUCOR CORP COM Stock 670346105   230,287 1,404 SH   SOLE 0 1,404 0 0
SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 78468R622   389,287 4,230 SH   SOLE 0 4,230 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   622,102 9,728 SH   SOLE 0 9,727 0 0
ALTRIA GROUP INC COM Stock 02209S103   426,344 9,412 SH   SOLE 0 9,411 0 0
FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857   3,229,895 128,732 SH   SOLE 0 128,732 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103   345,883 2,423 SH   SOLE 0 2,423 0 0
EXXON MOBIL CORP COM Stock 30231G102   7,903,047 73,688 SH   SOLE 0 73,688 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   518,164 1,078 SH   SOLE 0 1,078 0 0
LOWES COS INC COM Stock 548661107   1,281,477 5,678 SH   SOLE 0 5,677 0 0
COLGATE PALMOLIVE CO COM Stock 194162103   243,850 3,165 SH   SOLE 0 3,165 0 0
SHOPIFY INC CL A Stock 82509L107   3,525,997 54,582 SH   SOLE 0 54,582 0 0
SCHWAB CHARLES CORP COM Stock 808513105   40,367,343 712,197 SH   SOLE 0 712,197 0 0
CROWN CASTLE INC COM REIT 22822V101   29,845,356 261,939 SH   SOLE 0 261,939 0 0
AUTOZONE INC COM Stock 053332102   342,488 137 SH   SOLE 0 137 0 0
BLACKROCK INC COM Stock 09247X101   213,777 309 SH   SOLE 0 309 0 0
CBRE GROUP INC CL A Stock 12504L109   3,108,831 38,519 SH   SOLE 0 38,518 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   2,757,830 10,547 SH   SOLE 0 10,547 0 0
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746   64,304,017 1,280,446 SH   SOLE 0 1,280,446 0 0
ISHARES MSCI EAFE ETF ETF 464287465   10,421,505 143,745 SH   SOLE 0 143,744 0 0
APPLE INC COM Stock 037833100   264,846,954 1,365,402 SH   SOLE 0 1,365,401 0 0
PJT PARTNERS INC COM CL A Stock 69343T107   977,467 14,036 SH   SOLE 0 14,036 0 0
ABBOTT LABS COM Stock 002824100   8,685,791 79,672 SH   SOLE 0 79,671 0 0
DISNEY WALT CO COM Stock 254687106   15,667,310 175,485 SH   SOLE 0 175,485 0 0
VANGUARD TOTAL WORLD STOCK ETF ETF 922042742   249,179 2,569 SH   SOLE 0 2,569 0 0
BOOKING HOLDINGS INC COM Stock 09857L108   41,640,757 15,421 SH   SOLE 0 15,420 0 0
ISHARES RUSSELL 1000 ETF ETF 464287622   807,450 3,313 SH   SOLE 0 3,312 0 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663   1,816,659 19,785 SH   SOLE 0 19,785 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102   21,251,026 112,989 SH   SOLE 0 112,989 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   576,909 3,655 SH   SOLE 0 3,655 0 0
ISHARES MORNINGSTAR U.S. EQUITY ETF ETF 464287127   3,148,857 51,553 SH   SOLE 0 51,553 0 0