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 21,178 6,447 SH   SOLE NONE 6,447 0 0
ALEXANDRIA REAL ESTATE EQ INC COM COM 015271109 302 1,582 SH   SOLE NONE 1,582 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103 1,212 3,386 SH   SOLE NONE 3,386 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 655 4,389 SH   SOLE NONE 4,389 0 0
STARBUCKS CORP COM COM 855244109 325 2,946 SH   SOLE NONE 2,946 0 0
JOHNSON & JOHNSON COM COM 478160104 3,318 20,548 SH   SOLE NONE 20,548 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 285 1,284 SH   SOLE NONE 1,284 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN UNIT LTD PARTN 01881G106 1,823 36,788 SH   SOLE NONE 36,788 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 4,769 10,614 SH   SOLE NONE 10,614 0 0
ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 3,722 73,889 SH   SOLE NONE 73,889 0 0
YUM BRANDS INC COM COM 988498101 266 2,178 SH   SOLE NONE 2,178 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 305 7,038 SH   SOLE NONE 7,038 0 0
PROCTER AND GAMBLE CO COM COM 742718109 1,635 11,700 SH   SOLE NONE 11,700 0 0
COCA COLA CO COM COM 191216100 1,321 25,185 SH   SOLE NONE 25,185 0 0
STATE STR CORP COM COM 857477103 313 3,700 SH   SOLE NONE 3,700 0 0
MEDTRONIC PLC SHS SHS G5960L103 252 2,016 SH   SOLE NONE 2,016 0 0
NETFLIX INC COM COM 64110L106 3,847 6,304 SH   SOLE NONE 6,304 0 0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 280 830 SH   SOLE NONE 830 0 0
MERCK & CO INC COM COM 58933Y105 2,265 30,162 SH   SOLE NONE 30,162 0 0
SPDR S&P 500 ETF TR UNIT 78462F103 4,556 10,618 SH   SOLE NONE 10,618 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 9,495 27,312 SH   SOLE NONE 27,312 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 232 1,124 SH   SOLE NONE 1,124 0 0
ISHARES TIPS BOND ETF TIPS BD ETF 464287176 4,616 36,150 SH   SOLE NONE 36,150 0 0
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND MSCI AC ASIA ETF 464288182 267 3,155 SH   SOLE NONE 3,155 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 442 8,192 SH   SOLE NONE 8,192 0 0
PEPSICO INC COM COM 713448108 1,356 9,017 SH   SOLE NONE 9,017 0 0
HOME DEPOT INC COM COM 437076102 2,772 8,446 SH   SOLE NONE 8,446 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103 825 4,126 SH   SOLE NONE 4,126 0 0
SPDR GOLD SHARES GOLD SHS 78463V107 5,064 30,837 SH   SOLE NONE 30,837 0 0
SOUTHERN CO COM COM 842587107 856 13,813 SH   SOLE NONE 13,813 0 0
ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 265 970 SH   SOLE NONE 970 0 0
COGNEX CORP COM COM 192422103 209 2,608 SH   SOLE NONE 2,608 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 4,125 15,113 SH   SOLE NONE 15,113 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 5,271 9,156 SH   SOLE NONE 9,156 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 288 8,097 SH   SOLE NONE 8,097 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 14,653 5,481 SH   SOLE NONE 5,481 0 0
GENERAC HLDGS INC COM COM 368736104 384 941 SH   SOLE NONE 941 0 0
MICROSOFT CORP COM COM 594918104 24,671 87,512 SH   SOLE NONE 87,512 0 0
CVS HEALTH CORP COM COM 126650100 2,479 29,214 SH   SOLE NONE 29,214 0 0
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND COMMUNICATION 81369Y852 301 3,767 SH   SOLE NONE 3,767 0 0
TEXTRON INC COM COM 883203101 317 4,553 SH   SOLE NONE 4,553 0 0
BOEING CO COM COM 097023105 1,151 5,237 SH   SOLE NONE 5,237 0 0
NEXTERA ENERGY INC COM COM 65339F101 3,227 41,104 SH   SOLE NONE 41,104 0 0
MODERNA INC COM COM 60770K107 281 731 SH   SOLE NONE 731 0 0
PUBLIC STORAGE COM COM 74460D109 483 1,626 SH   SOLE NONE 1,626 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 390 972 SH   SOLE NONE 972 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH CL A LTD VT SH 112585104 4,073 76,125 SH   SOLE NONE 76,125 0 0
WELLTOWER INC COM COM 95040Q104 201 2,445 SH   SOLE NONE 2,445 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A CL A 98980L101 204 781 SH   SOLE NONE 781 0 0
ILLUMINA INC COM COM 452327109 511 1,261 SH   SOLE NONE 1,261 0 0
CROWDSTRIKE HLDGS INC CL A CL A 22788C105 2,783 11,327 SH   SOLE NONE 11,327 0 0
LILLY ELI & CO COM COM 532457108 2,252 9,748 SH   SOLE NONE 9,748 0 0
INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 2,383 107,787 SH   SOLE NONE 107,787 0 0
DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 426 4,367 SH   SOLE NONE 4,367 0 0
EVERSOURCE ENERGY COM COM 30040W108 550 6,739 SH   SOLE NONE 6,739 0 0
SNOWFLAKE INC CL A CL A 833445109 778 2,573 SH   SOLE NONE 2,573 0 0
AIRBNB INC COM CL A COM CL A 009066101 566 3,378 SH   SOLE NONE 3,378 0 0
INVESCO FTSE RAFI US 1000 ETF FTSE RAFI 1000 46137V613 409 2,585 SH   SOLE NONE 2,585 0 0
VISA INC COM CL A COM CL A 92826C839 9,597 43,086 SH   SOLE NONE 43,086 0 0
L3HARRIS TECHNOLOGIES INC COM COM 502431109 363 1,650 SH   SOLE NONE 1,650 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 221 836 SH   SOLE NONE 836 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150 1,068 10,863 SH   SOLE NONE 10,863 0 0
FACEBOOK INC CL A CL A 30303M102 12,782 37,664 SH   SOLE NONE 37,664 0 0
D R HORTON INC COM COM 23331A109 492 5,865 SH   SOLE NONE 5,865 0 0
MOODYS CORP COM COM 615369105 1,813 5,108 SH   SOLE NONE 5,108 0 0
NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 283 3,464 SH   SOLE NONE 3,464 0 0
ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 278 3,750 SH   SOLE NONE 3,750 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 2,065 6,457 SH   SOLE NONE 6,457 0 0
NVIDIA CORPORATION COM COM 67066G104 17,238 83,211 SH   SOLE NONE 83,211 0 0
ABBVIE INC COM COM 00287Y109 1,358 12,591 SH   SOLE NONE 12,591 0 0
S&P GLOBAL INC COM COM 78409V104 1,906 4,486 SH   SOLE NONE 4,486 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 1,241 20,102 SH   SOLE NONE 20,102 0 0
BLACKSTONE INC COM COM 09260D107 389 3,347 SH   SOLE NONE 3,347 0 0
STRYKER CORPORATION COM COM 863667101 2,387 9,051 SH   SOLE NONE 9,051 0 0
SPDR BLACKSTONE SENIOR LOAN ETF BLACKSTONE SENR 78467V608 555 12,080 SH   SOLE NONE 12,080 0 0
MCDONALDS CORP COM COM 580135101 892 3,700 SH   SOLE NONE 3,700 0 0
CISCO SYS INC COM COM 17275R102 956 17,576 SH   SOLE NONE 17,576 0 0
ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND MSCI EM ASIA ETF 464286426 1,846 21,871 SH   SOLE NONE 21,871 0 0
AT&T INC COM COM 00206R102 204 7,557 SH   SOLE NONE 7,557 0 0
ISHARES BIOTECHNOLOGY FUND ISHARES BIOTECH 464287556 1,991 12,316 SH   SOLE NONE 12,316 0 0
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF IBOXX HI YD ETF 464288513 6,604 75,486 SH   SOLE NONE 75,486 0 0
ISHARES U.S. TECHNOLOGY ETF U.S. TECH ETF 464287721 469 4,639 SH   SOLE NONE 4,639 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF EXPANDED TECH 464287515 1,100 2,757 SH   SOLE NONE 2,757 0 0
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1,038 2,410 SH   SOLE NONE 2,410 0 0
ISHARES PREFERRED AND INCOME SECURITIES ETF PFD AND INCM SEC 464288687 6,014 154,970 SH   SOLE NONE 154,970 0 0
SALESFORCE COM INC COM COM 79466L302 316 1,167 SH   SOLE NONE 1,167 0 0
NORTHROP GRUMMAN CORP COM COM 666807102 1,530 4,250 SH   SOLE NONE 4,250 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 468 820 SH   SOLE NONE 820 0 0
LOCKHEED MARTIN CORP COM COM 539830109 2,536 7,349 SH   SOLE NONE 7,349 0 0
JPMORGAN CHASE & CO COM COM 46625H100 3,689 22,538 SH   SOLE NONE 22,538 0 0
ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 587 5,054 SH   SOLE NONE 5,054 0 0
TJX COS INC NEW COM COM 872540109 1,484 22,504 SH   SOLE NONE 22,504 0 0
BK OF AMERICA CORP COM COM 060505104 2,071 48,794 SH   SOLE NONE 48,794 0 0
SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 1,317 11,209 SH   SOLE NONE 11,209 0 0
WALMART INC COM COM 931142103 3,598 25,820 SH   SOLE NONE 25,820 0 0
ORACLE CORP COM COM 68389X105 236 2,709 SH   SOLE NONE 2,709 0 0
RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 2,886 33,576 SH   SOLE NONE 33,576 0 0
VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 371 3,593 SH   SOLE NONE 3,593 0 0
PFIZER INC COM COM 717081103 1,918 44,600 SH   SOLE NONE 44,600 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 3,323 1,247 SH   SOLE NONE 1,247 0 0
AMERICAN EXPRESS CO COM COM 025816109 274 1,637 SH   SOLE NONE 1,637 0 0
AMGEN INC COM COM 031162100 1,164 5,478 SH   SOLE NONE 5,478 0 0
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF EMRNG MKT SVRG 46138E784 470 17,626 SH   SOLE NONE 17,626 0 0
TRANSDIGM GROUP INC COM COM 893641100 287 461 SH   SOLE NONE 461 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 1,798 15,665 SH   SOLE NONE 15,665 0 0
ISHARES ASIA 50 ETF ASIA 50 ETF 464288430 1,498 19,165 SH   SOLE NONE 19,165 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 956 6,464 SH   SOLE NONE 6,464 0 0
SPDR BLOOMBERG HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78468R622 1,027 9,395 SH   SOLE NONE 9,395 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 524 8,858 SH   SOLE NONE 8,858 0 0
ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 3,612 14,173 SH   SOLE NONE 14,173 0 0
REALTY INCOME CORP COM COM 756109104 497 7,666 SH   SOLE NONE 7,666 0 0
DOMINION ENERGY INC COM COM 25746U109 689 9,445 SH   SOLE NONE 9,445 0 0
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF JPMORGAN USD EMG 464288281 1,674 15,214 SH   SOLE NONE 15,214 0 0
EXXON MOBIL CORP COM COM 30231G102 224 3,813 SH   SOLE NONE 3,813 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 5,601 14,336 SH   SOLE NONE 14,336 0 0
LOWES COS INC COM COM 548661107 321 1,586 SH   SOLE NONE 1,586 0 0
DEERE & CO COM COM 244199105 362 1,081 SH   SOLE NONE 1,081 0 0
COLGATE PALMOLIVE CO COM COM 194162103 984 13,027 SH   SOLE NONE 13,027 0 0
RAYONIER INC COM COM 754907103 264 7,408 SH   SOLE NONE 7,408 0 0
CONFORMIS INC COM COM 20717E101 167 125,982 SH   SOLE NONE 125,982 0 0
PAYPAL HLDGS INC COM COM 70450Y103 8,850 34,012 SH   SOLE NONE 34,012 0 0
BLACKROCK INC COM COM 09247X101 3,369 4,018 SH   SOLE NONE 4,018 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 497 6,376 SH   SOLE NONE 6,376 0 0
APPLE INC COM COM 037833100 32,284 228,156 SH   SOLE NONE 228,156 0 0
ABBOTT LABS COM COM 002824100 2,242 18,981 SH   SOLE NONE 18,981 0 0
DISNEY WALT CO COM COM 254687106 2,588 15,302 SH   SOLE NONE 15,302 0 0
INVESCO PREFERRED ETF PFD ETF 46138E511 1,684 112,045 SH   SOLE NONE 112,045 0 0