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 COM 023135106 21,951 6,381 SH   SOLE NONE 6,381 0 0
ALEXANDRIA REAL ESTATE EQ INC COM COM 015271109 287 1,582 SH   SOLE NONE 1,582 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103 1,210 3,415 SH   SOLE NONE 3,415 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 676 4,582 SH   SOLE NONE 4,582 0 0
STARBUCKS CORP COM COM 855244109 350 3,131 SH   SOLE NONE 3,131 0 0
JOHNSON & JOHNSON COM COM 478160104 3,404 20,665 SH   SOLE NONE 20,665 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 286 1,284 SH   SOLE NONE 1,284 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN UNIT LTD PARTN 01881G106 1,712 36,788 SH   SOLE NONE 36,788 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 3,998 10,106 SH   SOLE NONE 10,106 0 0
ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 4,119 74,692 SH   SOLE NONE 74,692 0 0
YUM BRANDS INC COM COM 988498101 250 2,178 SH   SOLE NONE 2,178 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 314 7,354 SH   SOLE NONE 7,354 0 0
PROCTER AND GAMBLE CO COM COM 742718109 1,628 12,066 SH   SOLE NONE 12,066 0 0
COCA COLA CO COM COM 191216100 1,387 25,646 SH   SOLE NONE 25,646 0 0
STATE STR CORP COM COM 857477103 304 3,700 SH   SOLE NONE 3,700 0 0
MEDTRONIC PLC SHS SHS G5960L103 292 2,353 SH   SOLE NONE 2,353 0 0
NETFLIX INC COM COM 64110L106 3,309 6,265 SH   SOLE NONE 6,265 0 0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 286 830 SH   SOLE NONE 830 0 0
MERCK & CO INC COM COM 58933Y105 2,359 30,339 SH   SOLE NONE 30,339 0 0
SPDR S&P 500 ETF TR UNIT 78462F103 4,616 10,784 SH   SOLE NONE 10,784 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 9,914 27,155 SH   SOLE NONE 27,155 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 251 1,124 SH   SOLE NONE 1,124 0 0
ISHARES TIPS BOND ETF TIPS BD ETF 464287176 4,302 33,610 SH   SOLE NONE 33,610 0 0
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND MSCI AC ASIA ETF 464288182 298 3,155 SH   SOLE NONE 3,155 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 499 8,907 SH   SOLE NONE 8,907 0 0
PEPSICO INC COM COM 713448108 1,344 9,077 SH   SOLE NONE 9,077 0 0
HOME DEPOT INC COM COM 437076102 2,650 8,311 SH   SOLE NONE 8,311 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103 819 4,125 SH   SOLE NONE 4,125 0 0
SPDR GOLD SHARES GOLD SHS 78463V107 4,980 30,071 SH   SOLE NONE 30,071 0 0
SOUTHERN CO COM COM 842587107 877 14,497 SH   SOLE NONE 14,497 0 0
ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 263 970 SH   SOLE NONE 970 0 0
COGNEX CORP COM COM 192422103 238 2,833 SH   SOLE NONE 2,833 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 4,349 15,648 SH   SOLE NONE 15,648 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 5,328 9,099 SH   SOLE NONE 9,099 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 289 8,417 SH   SOLE NONE 8,417 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 13,283 5,440 SH   SOLE NONE 5,440 0 0
MICROSOFT CORP COM COM 594918104 23,709 87,521 SH   SOLE NONE 87,521 0 0
CVS HEALTH CORP COM COM 126650100 2,525 30,272 SH   SOLE NONE 30,272 0 0
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND COMMUNICATION 81369Y852 305 3,767 SH   SOLE NONE 3,767 0 0
TEXTRON INC COM COM 883203101 313 4,553 SH   SOLE NONE 4,553 0 0
BOEING CO COM COM 097023105 839 3,506 SH   SOLE NONE 3,506 0 0
NEXTERA ENERGY INC COM COM 65339F101 2,981 40,691 SH   SOLE NONE 40,691 0 0
PUBLIC STORAGE COM COM 74460D109 523 1,742 SH   SOLE NONE 1,742 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 387 971 SH   SOLE NONE 971 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH CL A LTD VT SH 112585104 3,863 75,785 SH   SOLE NONE 75,785 0 0
WELLTOWER INC COM COM 95040Q104 203 2,445 SH   SOLE NONE 2,445 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A CL A 98980L101 311 806 SH   SOLE NONE 806 0 0
ILLUMINA INC COM COM 452327109 457 967 SH   SOLE NONE 967 0 0
CROWDSTRIKE HLDGS INC CL A CL A 22788C105 2,688 10,699 SH   SOLE NONE 10,699 0 0
LILLY ELI & CO COM COM 532457108 2,260 9,850 SH   SOLE NONE 9,850 0 0
INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 2,193 99,038 SH   SOLE NONE 99,038 0 0
DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 463 4,700 SH   SOLE NONE 4,700 0 0
AMERICAN ELEC PWR CO INC COM COM 025537101 227 2,691 SH   SOLE NONE 2,691 0 0
EVERSOURCE ENERGY COM COM 30040W108 597 7,445 SH   SOLE NONE 7,445 0 0
SNOWFLAKE INC CL A CL A 833445109 532 2,204 SH   SOLE NONE 2,204 0 0
AIRBNB INC COM CL A COM CL A 009066101 221 1,445 SH   SOLE NONE 1,445 0 0
INVESCO FTSE RAFI US 1000 ETF FTSE RAFI 1000 46137V613 414 2,585 SH   SOLE NONE 2,585 0 0
VISA INC COM CL A COM CL A 92826C839 10,057 43,015 SH   SOLE NONE 43,015 0 0
L3HARRIS TECHNOLOGIES INC COM COM 502431109 356 1,650 SH   SOLE NONE 1,650 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150 961 9,733 SH   SOLE NONE 9,733 0 0
FACEBOOK INC CL A CL A 30303M102 13,084 37,630 SH   SOLE NONE 37,630 0 0
D R HORTON INC COM COM 23331A109 482 5,338 SH   SOLE NONE 5,338 0 0
MOODYS CORP COM COM 615369105 1,858 5,128 SH   SOLE NONE 5,128 0 0
NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 403 4,421 SH   SOLE NONE 4,421 0 0
ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 348 4,661 SH   SOLE NONE 4,661 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 1,849 6,273 SH   SOLE NONE 6,273 0 0
NVIDIA CORPORATION COM COM 67066G104 16,548 20,683 SH   SOLE NONE 20,683 0 0
ABBVIE INC COM COM 00287Y109 1,426 12,667 SH   SOLE NONE 12,667 0 0
S&P GLOBAL INC COM COM 78409V104 1,840 4,483 SH   SOLE NONE 4,483 0 0
SPDR S&P BIOTECH ETF S&P BIOTECH 78464A870 202 1,499 SH   SOLE NONE 1,499 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 1,345 20,081 SH   SOLE NONE 20,081 0 0
STRYKER CORPORATION COM COM 863667101 2,356 9,074 SH   SOLE NONE 9,074 0 0
SPDR BLACKSTONE SENIOR LOAN ETF BLACKSTONE SENR 78467V608 559 12,080 SH   SOLE NONE 12,080 0 0
MCDONALDS CORP COM COM 580135101 942 4,079 SH   SOLE NONE 4,079 0 0
CISCO SYS INC COM COM 17275R102 972 18,342 SH   SOLE NONE 18,342 0 0
ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND MSCI EM ASIA ETF 464286426 2,033 21,989 SH   SOLE NONE 21,989 0 0
AT&T INC COM COM 00206R102 281 9,777 SH   SOLE NONE 9,777 0 0
ISHARES BIOTECHNOLOGY FUND ISHARES BIOTECH 464287556 1,769 10,812 SH   SOLE NONE 10,812 0 0
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF IBOXX HI YD ETF 464288513 6,313 71,706 SH   SOLE NONE 71,706 0 0
ISHARES U.S. TECHNOLOGY ETF U.S. TECH ETF 464287721 461 4,639 SH   SOLE NONE 4,639 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF EXPANDED TECH 464287515 1,073 2,752 SH   SOLE NONE 2,752 0 0
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1,036 2,410 SH   SOLE NONE 2,410 0 0
ISHARES PREFERRED AND INCOME SECURITIES ETF PFD AND INCM SEC 464288687 5,955 151,407 SH   SOLE NONE 151,407 0 0
NORTHROP GRUMMAN CORP COM COM 666807102 1,548 4,259 SH   SOLE NONE 4,259 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 413 820 SH   SOLE NONE 820 0 0
LOCKHEED MARTIN CORP COM COM 539830109 2,814 7,439 SH   SOLE NONE 7,439 0 0
JPMORGAN CHASE & CO COM COM 46625H100 3,519 22,625 SH   SOLE NONE 22,625 0 0
ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 592 5,054 SH   SOLE NONE 5,054 0 0
TJX COS INC NEW COM COM 872540109 1,522 22,580 SH   SOLE NONE 22,580 0 0
BK OF AMERICA CORP COM COM 060505104 2,080 50,451 SH   SOLE NONE 50,451 0 0
SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 1,380 11,288 SH   SOLE NONE 11,288 0 0
WALMART INC COM COM 931142103 3,621 25,679 SH   SOLE NONE 25,679 0 0
ORACLE CORP COM COM 68389X105 210 2,709 SH   SOLE NONE 2,709 0 0
RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 2,983 34,977 SH   SOLE NONE 34,977 0 0
VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 376 3,593 SH   SOLE NONE 3,593 0 0
PFIZER INC COM COM 717081103 1,762 45,009 SH   SOLE NONE 45,009 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 3,125 1,247 SH   SOLE NONE 1,247 0 0
AMERICAN EXPRESS CO COM COM 025816109 270 1,637 SH   SOLE NONE 1,637 0 0
AMGEN INC COM COM 031162100 1,356 5,564 SH   SOLE NONE 5,564 0 0
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF EMRNG MKT SVRG 46138E784 486 17,626 SH   SOLE NONE 17,626 0 0
TRANSDIGM GROUP INC COM COM 893641100 300 464 SH   SOLE NONE 464 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 1,778 15,418 SH   SOLE NONE 15,418 0 0
ISHARES ASIA 50 ETF ASIA 50 ETF 464288430 1,756 19,165 SH   SOLE NONE 19,165 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 1,536 6,774 SH   SOLE NONE 6,774 0 0
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78468R622 1,063 9,675 SH   SOLE NONE 9,675 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 611 9,155 SH   SOLE NONE 9,155 0 0
EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF EMQQ EM INTERN 301505889 623 9,850 SH   SOLE NONE 9,850 0 0
ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 3,682 14,391 SH   SOLE NONE 14,391 0 0
REALTY INCOME CORP COM COM 756109104 521 7,818 SH   SOLE NONE 7,818 0 0
DOMINION ENERGY INC COM COM 25746U109 718 9,766 SH   SOLE NONE 9,766 0 0
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF JPMORGAN USD EMG 464288281 1,702 15,138 SH   SOLE NONE 15,138 0 0
EXXON MOBIL CORP COM COM 30231G102 252 4,007 SH   SOLE NONE 4,007 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 5,632 14,066 SH   SOLE NONE 14,066 0 0
LOWES COS INC COM COM 548661107 307 1,586 SH   SOLE NONE 1,586 0 0
DEERE & CO COM COM 244199105 287 815 SH   SOLE NONE 815 0 0
COLGATE PALMOLIVE CO COM COM 194162103 1,072 13,182 SH   SOLE NONE 13,182 0 0
RAYONIER INC COM COM 754907103 266 7,408 SH   SOLE NONE 7,408 0 0
CONFORMIS INC COM COM 20717E101 144 125,982 SH   SOLE NONE 125,982 0 0
PAYPAL HLDGS INC COM COM 70450Y103 9,392 32,225 SH   SOLE NONE 32,225 0 0
BLACKROCK INC COM COM 09247X101 3,531 4,036 SH   SOLE NONE 4,036 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 504 6,391 SH   SOLE NONE 6,391 0 0
APPLE INC COM COM 037833100 31,374 229,080 SH   SOLE NONE 229,080 0 0
ABBOTT LABS COM COM 002824100 2,208 19,049 SH   SOLE NONE 19,049 0 0
DISNEY WALT CO COM COM 254687106 2,622 14,921 SH   SOLE NONE 14,921 0 0
INVESCO PREFERRED ETF PFD ETF 46138E511 1,716 112,045 SH   SOLE NONE 112,045 0 0