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
10X GENOMICS INC CL A COM 88025U109   356,055 9,771 SH   SOLE   3,271 0 6,500
3M CO COM 88579Y101   2,858,901 23,840 SH   SOLE   23,840 0 0
ABBOTT LABS COM 002824100   3,548,904 32,324 SH   SOLE   32,324 0 0
ABBVIE INC COM 00287Y109   6,093,311 37,704 SH   SOLE   37,704 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   867,764 3,252 SH   SOLE   3,252 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,031,801 3,066 SH   SOLE   3,066 0 0
ADVANCED MICRO DEVICES INC COM 007903107   222,874 3,441 SH   SOLE   3,441 0 0
AFLAC INC COM 001055102   388,433 5,399 SH   SOLE   5,399 0 0
AIR PRODS & CHEMS INC COM 009158106   4,948,190 16,052 SH   SOLE   16,052 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   3,174,317 37,655 SH   SOLE   37,655 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,910,408 21,687 SH   SOLE   21,687 0 0
ALPHABET INC CAP STK CL A 02079K305   5,979,171 67,768 SH   SOLE   55,768 0 12,000
ALPHABET INC CAP STK CL C 02079K107   3,716,158 41,882 SH   SOLE   41,882 0 0
AMAZON COM INC COM 023135106   7,506,072 89,358 SH   SOLE   49,358 0 40,000
AMERICAN ELEC PWR CO INC COM 025537101   921,570 9,706 SH   SOLE   9,706 0 0
AMERICAN EXPRESS CO COM 025816109   3,212,773 21,745 SH   SOLE   21,745 0 0
AMERICAN TOWER CORP NEW COM 03027X100   372,015 1,756 SH   SOLE   1,756 0 0
AMERIPRISE FINL INC COM 03076C106   923,523 2,966 SH   SOLE   2,966 0 0
AMGEN INC COM 031162100   2,014,947 7,672 SH   SOLE   7,672 0 0
ANALOG DEVICES INC COM 032654105   356,437 2,173 SH   SOLE   2,173 0 0
APPLE INC COM 037833100   24,783,989 190,749 SH   SOLE   150,749 0 40,000
APPLIED MATLS INC COM 038222105   300,819 3,089 SH   SOLE   3,089 0 0
APTARGROUP INC COM 038336103   265,602 2,415 SH   SOLE   2,415 0 0
APTIV PLC SHS G6095L109   225,188 2,418 SH   SOLE   2,418 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   466,626 854 SH   SOLE   854 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   266,929 3,937 SH   SOLE   3,937 0 0
AT&T INC COM 00206R102   559,185 30,374 SH   SOLE   30,374 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   6,757,400 28,290 SH   SOLE   28,290 0 0
BANK AMERICA CORP COM 060505104   1,283,301 38,747 SH   SOLE   38,747 0 0
BAXTER INTL INC COM 071813109   270,906 5,315 SH   SOLE   5,315 0 0
BECTON DICKINSON & CO COM 075887109   2,273,890 8,942 SH   SOLE   8,942 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,638,879 21,492 SH   SOLE   21,133 0 359
BERKSHIRE HATHAWAY INC DEL CL A 084670108   3,749,688 8 SH   SOLE   8 0 0
BHP GROUP LTD SPONSORED ADS 088606108   269,918 4,350 SH   SOLE   4,350 0 0
BIOGEN INC COM 09062X103   610,886 2,206 SH   SOLE   2,206 0 0
BLACKROCK INC COM 09247X101   663,341 936 SH   SOLE   936 0 0
BLACKSTONE INC COM 09260D107   435,347 5,868 SH   SOLE   5,868 0 0
BOEING CO COM 097023105   1,285,456 6,748 SH   SOLE   6,748 0 0
BP PLC SPONSORED ADR 055622104   900,181 25,771 SH   SOLE   25,771 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,668,446 50,986 SH   SOLE   48,990 0 1,996
BROADCOM INC COM 11135F101   832,722 1,489 SH   SOLE   1,489 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   570,589 4,254 SH   SOLE   4,254 0 0
BROWN FORMAN CORP CL B 115637209   505,539 7,697 SH   SOLE   7,697 0 0
BROWN FORMAN CORP CL A 115637100   569,350 8,658 SH   SOLE   8,658 0 0
CANADIAN NATL RY CO COM 136375102   5,729,184 48,193 SH   SOLE   48,193 0 0
CATERPILLAR INC COM 149123101   1,966,179 8,207 SH   SOLE   8,207 0 0
CENTERPOINT ENERGY INC COM 15189T107   1,148,527 38,297 SH   SOLE   38,297 0 0
CHEVRON CORP NEW COM 166764100   4,296,716 23,938 SH   SOLE   23,938 0 0
CHUBB LIMITED COM H1467J104   2,374,759 10,765 SH   SOLE   10,765 0 0
CIGNA CORP NEW COM 125523100   328,358 991 SH   SOLE   991 0 0
CISCO SYS INC COM 17275R102   3,308,091 69,439 SH   SOLE   69,439 0 0
CLOUDFLARE INC CL A COM 18915M107   660,925 14,619 SH   SOLE   3,071 0 11,548
COCA COLA CO COM 191216100   2,894,233 45,500 SH   SOLE   45,500 0 0
COLGATE PALMOLIVE CO COM 194162103   1,460,020 18,531 SH   SOLE   18,531 0 0
COMCAST CORP NEW CL A 20030N101   426,984 12,210 SH   SOLE   12,210 0 0
CONOCOPHILLIPS COM 20825C104   312,818 2,651 SH   SOLE   2,651 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,391,013 3,047 SH   SOLE   3,047 0 0
CUMMINS INC COM 231021106   575,196 2,374 SH   SOLE   2,374 0 0
CVS HEALTH CORP COM 126650100   1,199,938 12,876 SH   SOLE   12,876 0 0
DANAHER CORPORATION COM 235851102   1,170,648 4,411 SH   SOLE   4,411 0 0
DARDEN RESTAURANTS INC COM 237194105   269,882 1,951 SH   SOLE   1,951 0 0
DEERE & CO COM 244199105   2,780,080 6,484 SH   SOLE   6,484 0 0
DELL TECHNOLOGIES INC CL C 24703L202   223,221 5,550 SH   SOLE   5,550 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   308,091 1,729 SH   SOLE   1,729 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   378,710 34,617 SH   SOLE   34,617 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   368,133 15,162 SH   SOLE   15,162 0 0
DISNEY WALT CO COM 254687106   1,734,212 19,961 SH   SOLE   19,961 0 0
DOCUSIGN INC COM 256163106   1,127,742 20,349 SH   SOLE   20,349 0 0
DOMINION ENERGY INC COM 25746U109   1,537,119 25,067 SH   SOLE   25,067 0 0
DOMINOS PIZZA INC COM 25754A201   211,357 610 SH   SOLE   610 0 0
DOVER CORP COM 260003108   578,575 4,273 SH   SOLE   4,273 0 0
DOW INC COM 260557103   335,371 6,656 SH   SOLE   6,656 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   2,360,874 207,276 SH   SOLE   207,276 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   646,524 6,278 SH   SOLE   6,278 0 0
DUPONT DE NEMOURS INC COM 26614N102   584,659 8,519 SH   SOLE   8,519 0 0
EATON CORP PLC SHS G29183103   227,734 1,451 SH   SOLE   1,451 0 0
EMERSON ELEC CO COM 291011104   797,891 8,306 SH   SOLE   8,306 0 0
EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209   141,722 21,473 SH   SOLE   21,473 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   223,571 18,835 SH   SOLE   18,835 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   297,436 12,332 SH   SOLE   12,332 0 0
EXACT SCIENCES CORP COM 30063P105   370,483 7,483 SH   SOLE   7,445 0 38
EXXON MOBIL CORP COM 30231G102   12,970,827 117,596 SH   SOLE   117,596 0 0
FIDELITY COVINGTON TRUST FIDELITY REL EST 316092311   400,737 19,910 SH   SOLE   19,910 0 0
FISERV INC COM 337738108   205,576 2,034 SH   SOLE   2,034 0 0
FORTINET INC COM 34959E109   953,306 19,499 SH   SOLE   19,499 0 0
FRANKLIN RESOURCES INC COM 354613101   229,506 8,700 SH   SOLE   8,700 0 0
GENERAL DYNAMICS CORP COM 369550108   977,917 3,941 SH   SOLE   3,941 0 0
GENERAL ELECTRIC CO COM NEW 369604301   2,031,489 24,245 SH   SOLE   24,245 0 0
GENERAL MLS INC COM 370334104   2,308,307 27,529 SH   SOLE   27,529 0 0
GILEAD SCIENCES INC COM 375558103   288,070 3,356 SH   SOLE   3,356 0 0
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503   251,914 3,309 SH   SOLE   3,309 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   718,337 2,092 SH   SOLE   2,092 0 0
HERSHEY CO COM 427866108   1,492,123 6,444 SH   SOLE   6,444 0 0
HINGHAM INSTN SVGS MASS COM 433323102   213,869 775 SH   SOLE   775 0 0
HOME DEPOT INC COM 437076102   7,272,045 23,023 SH   SOLE   23,023 0 0
HONEYWELL INTL INC COM 438516106   789,233 3,683 SH   SOLE   3,683 0 0
HOWARD HUGHES CORP COM 44267D107   2,873,545 37,602 SH   SOLE   37,602 0 0
IAMGOLD CORP COM 450913108   54,180 21,000 SH   SOLE   21,000 0 0
IDERA PHARMACEUTICALS INC COM PAR 45168K405   3,576 10,217 SH   SOLE   10,217 0 0
IDEXX LABS INC COM 45168D104   2,976,476 7,296 SH   SOLE   7,296 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,266,006 10,286 SH   SOLE   10,286 0 0
ILLUMINA INC COM 452327109   217,365 1,075 SH   SOLE   1,075 0 0
INTEL CORP COM 458140100   2,355,701 89,130 SH   SOLE   89,130 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,698,617 40,447 SH   SOLE   40,447 0 0
INTUIT COM 461202103   1,132,295 2,909 SH   SOLE   2,909 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   321,074 1,210 SH   SOLE   1,210 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   303,588 2,149 SH   SOLE   2,149 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   499,021 1,874 SH   SOLE   1,874 0 0
ISHARES INC CORE MSCI EMKT 46434G103   436,170 9,340 SH   SOLE   8,751 0 589
ISHARES TR ESG AWARE MSCI 46435U663   1,244,409 37,847 SH   SOLE   35,875 0 1,972
ISHARES TR CORE DIV GRWTH 46434V621   849,201 16,984 SH   SOLE   16,984 0 0
ISHARES TR CORE MSCI EAFE 46432F842   2,130,631 34,566 SH   SOLE   34,566 0 0
ISHARES TR GLOBAL TECH ETF 464287291   272,970 6,089 SH   SOLE   6,089 0 0
ISHARES TR MSCI ACWI ETF 464288257   582,800 6,866 SH   SOLE   6,866 0 0
ISHARES TR EAFE SML CP ETF 464288273   946,209 16,753 SH   SOLE   16,753 0 0
ISHARES TR NATIONAL MUN ETF 464288414   532,032 5,042 SH   SOLE   5,042 0 0
ISHARES TR US AER DEF ETF 464288760   221,129 1,977 SH   SOLE   1,977 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   216,334 3,339 SH   SOLE   3,339 0 0
ISHARES TR IBOXX INV CP ETF 464287242   2,019,406 19,154 SH   SOLE   19,154 0 0
ISHARES TR U.S. TECH ETF 464287721   487,101 6,539 SH   SOLE   6,459 0 80
ISHARES TR US HLTHCARE ETF 464287762   276,751 975 SH   SOLE   975 0 0
ISHARES TR U.S. FINLS ETF 464287788   293,966 3,895 SH   SOLE   3,895 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   1,069,653 14,836 SH   SOLE   14,836 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   338,563 3,214 SH   SOLE   3,214 0 0
ISHARES TR RUS MD CP GR ETF 464287481   350,451 4,192 SH   SOLE   4,192 0 0
ISHARES TR CORE S&P MCP ETF 464287507   1,479,641 6,117 SH   SOLE   6,117 0 0
ISHARES TR CORE S&P SCP ETF 464287804   9,169,117 96,884 SH   SOLE   96,884 0 0
ISHARES TR SP SMCP600VL ETF 464287879   373,823 4,094 SH   SOLE   4,094 0 0
ISHARES TR S&P 500 VAL ETF 464287408   653,830 4,507 SH   SOLE   4,507 0 0
ISHARES TR CORE S&P500 ETF 464287200   20,337,952 52,934 SH   SOLE   52,934 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   1,028,898 17,588 SH   SOLE   17,588 0 0
ISHARES TR RUS 1000 ETF 464287622   989,071 4,698 SH   SOLE   4,698 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   1,326,869 8,750 SH   SOLE   8,750 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   3,926,345 18,327 SH   SOLE   18,327 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   675,296 3,873 SH   SOLE   3,873 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   401,581 1,872 SH   SOLE   1,872 0 0
ISHARES TR MSCI EAFE ETF 464287465   5,698,287 86,811 SH   SOLE   85,550 0 1,261
ISHARES TR RUS MID CAP ETF 464287499   2,747,306 40,731 SH   SOLE   40,731 0 0
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507   254,647 5,168 SH   SOLE   5,168 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   601,619 11,905 SH   SOLE   11,905 0 0
JOHNSON & JOHNSON COM 478160104   11,047,706 62,540 SH   SOLE   62,540 0 0
JPMORGAN CHASE & CO COM 46625H100   8,575,177 63,946 SH   SOLE   63,946 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107   1,892,288 120,298 SH   SOLE   120,298 0 0
KIMBERLY-CLARK CORP COM 494368103   2,126,252 15,663 SH   SOLE   15,663 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   340,504 1,446 SH   SOLE   1,446 0 0
LILLY ELI & CO COM 532457108   1,626,525 4,446 SH   SOLE   4,446 0 0
LINDE PLC SHS G5494J103   1,340,557 4,110 SH   SOLE   4,110 0 0
LOCKHEED MARTIN CORP COM 539830109   1,068,022 2,195 SH   SOLE   2,195 0 0
LOWES COS INC COM 548661107   2,498,282 12,539 SH   SOLE   12,539 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   2,896,472 57,687 SH   SOLE   57,687 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,845,345 5,307 SH   SOLE   5,307 0 0
MCDONALDS CORP COM 580135101   3,526,897 13,383 SH   SOLE   13,383 0 0
MEDTRONIC PLC SHS G5960L103   309,431 3,981 SH   SOLE   3,981 0 0
MERCK & CO INC COM 58933Y105   4,472,671 40,312 SH   SOLE   40,312 0 0
META PLATFORMS INC CL A 30303M102   1,505,694 12,512 SH   SOLE   2,512 0 10,000
MICROCHIP TECHNOLOGY INC. COM 595017104   241,449 3,437 SH   SOLE   3,437 0 0
MICROSOFT CORP COM 594918104   27,171,317 113,299 SH   SOLE   113,299 0 0
MODERNA INC COM 60770K107   560,953 3,123 SH   SOLE   3,123 0 0
MONDELEZ INTL INC CL A 609207105   285,595 4,285 SH   SOLE   4,285 0 0
MOODYS CORP COM 615369105   735,557 2,640 SH   SOLE   2,640 0 0
NEKTAR THERAPEUTICS COM 640268108   39,256 17,370 SH   SOLE   0 0 17,370
NETFLIX INC COM 64110L106   297,239 1,008 SH   SOLE   1,008 0 0
NEXTERA ENERGY INC COM 65339F101   9,620,178 115,074 SH   SOLE   115,074 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   5,268,665 75,170 SH   SOLE   75,170 0 0
NIKE INC CL B 654106103   931,847 7,964 SH   SOLE   7,964 0 0
NORFOLK SOUTHN CORP COM 655844108   1,074,638 4,361 SH   SOLE   4,361 0 0
NORTHERN TR CORP COM 665859104   1,879,705 21,242 SH   SOLE   21,242 0 0
NORTHROP GRUMMAN CORP COM 666807102   363,922 667 SH   SOLE   667 0 0
NOVARTIS AG SPONSORED ADR 66987V109   393,997 4,343 SH   SOLE   4,343 0 0
NOVO-NORDISK A S ADR 670100205   602,128 4,449 SH   SOLE   4,449 0 0
NRG ENERGY INC COM NEW 629377508   648,428 20,378 SH   SOLE   20,378 0 0
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   5,861,564 171,191 SH   SOLE   164,543 0 6,648
NUVEEN PFD & INCOME SECS FD COM 67072C105   92,410 13,590 SH   SOLE   13,590 0 0
NVIDIA CORPORATION COM 67066G104   625,007 4,277 SH   SOLE   4,277 0 0
OLD NATL BANCORP IND COM 680033107   330,293 18,370 SH   SOLE   18,370 0 0
ORACLE CORP COM 68389X105   2,778,588 33,993 SH   SOLE   33,993 0 0
PACER FDS TR US CASH COWS 100 69374H881   289,100 6,251 SH   SOLE   6,251 0 0
PALO ALTO NETWORKS INC COM 697435105   233,590 1,674 SH   SOLE   1,674 0 0
PAYCHEX INC COM 704326107   399,838 3,460 SH   SOLE   3,460 0 0
PAYPAL HLDGS INC COM 70450Y103   350,260 4,918 SH   SOLE   4,918 0 0
PEPSICO INC COM 713448108   6,792,499 37,598 SH   SOLE   37,598 0 0
PFIZER INC COM 717081103   11,195,996 218,501 SH   SOLE   218,501 0 0
PHILIP MORRIS INTL INC COM 718172109   450,065 4,447 SH   SOLE   4,447 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   262,902 2,665 SH   SOLE   2,665 0 0
POTLATCHDELTIC CORPORATION COM 737630103   903,995 20,550 SH   SOLE   20,550 0 0
PPG INDS INC COM 693506107   209,357 1,665 SH   SOLE   1,665 0 0
PROCTER AND GAMBLE CO COM 742718109   10,988,033 72,500 SH   SOLE   72,500 0 0
PROLOGIS INC. COM 74340W103   586,196 5,200 SH   SOLE   5,200 0 0
QUALCOMM INC COM 747525103   1,253,456 11,401 SH   SOLE   11,401 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,608,064 15,934 SH   SOLE   15,934 0 0
REPUBLIC SVCS INC COM 760759100   272,298 2,111 SH   SOLE   2,111 0 0
ROCKWELL AUTOMATION INC COM 773903109   304,705 1,183 SH   SOLE   1,183 0 0
ROPER TECHNOLOGIES INC COM 776696106   2,070,143 4,791 SH   SOLE   4,791 0 0
RPT REALTY 7.25 PFD D CONV 74971D200   517,043 10,345 SH   SOLE   10,345 0 0
S&P GLOBAL INC COM 78409V104   892,249 2,664 SH   SOLE   2,664 0 0
SALESFORCE INC COM 79466L302   489,125 3,689 SH   SOLE   3,689 0 0
SCHWAB CHARLES CORP COM 808513105   489,985 5,885 SH   SOLE   5,885 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   1,885,237 59,906 SH   SOLE   59,906 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   310,138 4,106 SH   SOLE   4,106 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   588,172 17,198 SH   SOLE   17,198 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   805,681 6,474 SH   SOLE   6,474 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   330,041 2,429 SH   SOLE   2,429 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   543,893 4,211 SH   SOLE   4,211 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   248,444 5,177 SH   SOLE   5,177 0 0
SHELL PLC SPON ADS 780259305   273,189 4,797 SH   SOLE   4,797 0 0
SHERWIN WILLIAMS CO COM 824348106   679,001 2,861 SH   SOLE   2,861 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,232,857 24,952 SH   SOLE   24,952 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   1,509,737 50,850 SH   SOLE   50,850 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,866,859 10,111 SH   SOLE   10,111 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   238,221 538 SH   SOLE   538 0 0
SPDR SER TR S&P BIOTECH 78464A870   211,034 2,543 SH   SOLE   2,543 0 0
STARBUCKS CORP COM 855244109   261,809 2,639 SH   SOLE   2,639 0 0
STARWOOD PPTY TR INC COM 85571B105   491,097 26,792 SH   SOLE   26,792 0 0
STATE STR CORP COM 857477103   440,365 5,677 SH   SOLE   5,677 0 0
STRYKER CORPORATION COM 863667101   305,368 1,249 SH   SOLE   1,249 0 0
SYSCO CORP COM 871829107   1,025,500 13,414 SH   SOLE   13,414 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   485,540 6,518 SH   SOLE   6,518 0 0
TARGET CORP COM 87612E106   401,984 2,697 SH   SOLE   2,697 0 0
TECHTARGET INC COM 87874R100   859,611 19,510 SH   SOLE   19,510 0 0
TESLA INC COM 88160R101   454,781 3,692 SH   SOLE   3,692 0 0
TEXAS INSTRS INC COM 882508104   1,571,077 9,509 SH   SOLE   9,509 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   2,819,731 1,203 SH   SOLE   453 0 750
THERMO FISHER SCIENTIFIC INC COM 883556102   1,247,864 2,266 SH   SOLE   2,266 0 0
TJX COS INC NEW COM 872540109   2,202,691 27,672 SH   SOLE   27,672 0 0
TRAVELERS COMPANIES INC COM 89417E109   389,792 2,079 SH   SOLE   2,079 0 0
UBER TECHNOLOGIES INC COM 90353T100   809,141 32,719 SH   SOLE   30,513 0 2,206
ULTA BEAUTY INC COM 90384S303   446,086 951 SH   SOLE   951 0 0
UNION PAC CORP COM 907818108   2,010,939 9,711 SH   SOLE   9,711 0 0
UNITED PARCEL SERVICE INC CL B 911312106   881,843 5,073 SH   SOLE   5,073 0 0
UNITED RENTALS INC COM 911363109   266,565 750 SH   SOLE   750 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,289,398 2,432 SH   SOLE   2,432 0 0
US BANCORP DEL COM NEW 902973304   451,625 10,356 SH   SOLE   10,356 0 0
VALERO ENERGY CORP COM 91913Y100   245,220 1,933 SH   SOLE   1,933 0 0
VANECK ETF TRUST NATURAL RESOURC 92189F841   610,673 12,403 SH   SOLE   12,403 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   2,759,633 38,414 SH   SOLE   38,414 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   18,040,869 94,361 SH   SOLE   93,851 0 510
VANGUARD INDEX FDS VALUE ETF 922908744   2,657,013 18,929 SH   SOLE   18,929 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   670,906 8,134 SH   SOLE   8,134 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,986,488 10,823 SH   SOLE   10,823 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   39,848,370 186,985 SH   SOLE   186,686 0 299
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   7,547,427 21,482 SH   SOLE   21,482 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   3,187,921 36,987 SH   SOLE   36,987 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   6,168,468 158,247 SH   SOLE   158,247 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   885,914 8,617 SH   SOLE   8,617 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   544,582 10,861 SH   SOLE   10,861 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   939,419 18,982 SH   SOLE   18,982 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   423,145 5,628 SH   SOLE   5,628 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,907,774 12,564 SH   SOLE   12,564 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   4,283,295 82,817 SH   SOLE   82,817 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,974,774 47,052 SH   SOLE   47,052 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,889,130 17,458 SH   SOLE   17,458 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733   1,441,821 21,892 SH   SOLE   21,892 0 0
VANGUARD WORLD FDS MATERIALS ETF 92204A801   273,177 1,605 SH   SOLE   1,605 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   808,567 20,522 SH   SOLE   20,522 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   689,318 2,387 SH   SOLE   2,387 0 0
VISA INC COM CL A 92826C839   1,679,690 8,085 SH   SOLE   8,085 0 0
VISTRA CORP COM 92840M102   2,023,365 87,214 SH   SOLE   87,214 0 0
VMWARE INC CL A COM 928563402   310,460 2,529 SH   SOLE   2,529 0 0
WALMART INC COM 931142103   2,278,707 16,071 SH   SOLE   16,071 0 0
WEC ENERGY GROUP INC COM 92939U106   273,592 2,918 SH   SOLE   2,918 0 0
WELLS FARGO CO NEW COM 949746101   254,883 6,173 SH   SOLE   6,173 0 0
WESTERN ASSET MUN HIGH INCOM COM 95766N103   89,224 13,985 SH   SOLE   13,985 0 0
WILLIAMS COS INC COM 969457100   2,511,390 76,334 SH   SOLE   76,334 0 0
WISDOMTREE TR EMG MKTS SMCAP 97717W281   620,259 14,100 SH   SOLE   14,100 0 0
WISDOMTREE TR EM EX ST-OWNED 97717X578   250,979 9,407 SH   SOLE   9,407 0 0
YUM BRANDS INC COM 988498101   306,752 2,395 SH   SOLE   2,395 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   367,200 2,880 SH   SOLE   2,880 0 0
ZOETIS INC CL A 98978V103   402,778 2,748 SH   SOLE   2,748 0 0