The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ABBOTT LABS | COM | 002824100 | 176 | 1,365 | SH | SOLE | 1,365 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 156 | 451 | SH | SOLE | 451 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 577 | 207 | SH | SOLE | 207 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 264 | 95 | SH | SOLE | 95 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 575 | 178 | SH | SOLE | 178 | 0 | 0 | ||
AMETEK INC | COM | 031100100 | 641 | 4,731 | SH | SOLE | 4,731 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 4,501 | 25,742 | SH | SOLE | 25,742 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 211 | 1,524 | SH | SOLE | 1,524 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 208 | 646 | SH | SOLE | 646 | 0 | 0 | ||
CAMBRIDGE BANCORP | COM | 132152109 | 206 | 2,289 | SH | SOLE | 2,289 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 184 | 1,346 | SH | SOLE | 1,346 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 179 | 2,895 | SH | SOLE | 2,895 | 0 | 0 | ||
EVERSOURCE ENERGY | COM | 30040W108 | 174 | 1,979 | SH | SOLE | 1,979 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 230 | 2,869 | SH | SOLE | 2,869 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 10 | 27 | SH | SOLE | 27 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 98 | 2,018 | SH | SOLE | 2,018 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 215 | 1,570 | SH | SOLE | 1,570 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 426 | 3,987 | SH | SOLE | 3,987 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 435 | 961 | SH | SOLE | 961 | 0 | 0 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 440 | 1,759 | SH | SOLE | 1,759 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 13,773 | 49,706 | SH | SOLE | 49,706 | 0 | 0 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 15,024 | 57,377 | SH | SOLE | 57,377 | 0 | 0 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 538 | 7,024 | SH | SOLE | 7,024 | 0 | 0 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 906 | 8,926 | SH | SOLE | 8,926 | 0 | 0 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 463 | 5,967 | SH | SOLE | 5,967 | 0 | 0 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 7,447 | 96,445 | SH | SOLE | 96,445 | 0 | 0 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 836 | 11,014 | SH | SOLE | 11,014 | 0 | 0 | ||
ISHARES TR | MSCI EAFE MIN VL | 46429B689 | 57,927 | 791,132 | SH | SOLE | 791,132 | 0 | 0 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 95,494 | 946,514 | SH | SOLE | 946,514 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 436 | 2,542 | SH | SOLE | 2,542 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 141 | 904 | SH | SOLE | 904 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 140 | 374 | SH | SOLE | 374 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 2,770 | 10,651 | SH | SOLE | 10,651 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 167 | 2,172 | SH | SOLE | 2,172 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 582 | 2,642 | SH | SOLE | 2,642 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 574 | 1,885 | SH | SOLE | 1,885 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 245 | 1,708 | SH | SOLE | 1,708 | 0 | 0 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 559 | 2,069 | SH | SOLE | 2,069 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 14 | 55 | SH | SOLE | 55 | 0 | 0 | ||
PAYCHEX INC | COM | 704326107 | 199 | 1,644 | SH | SOLE | 1,644 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 95 | 555 | SH | SOLE | 555 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 132 | 2,545 | SH | SOLE | 2,545 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 334 | 2,089 | SH | SOLE | 2,089 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 286 | 1,783 | SH | SOLE | 1,783 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 232 | 515 | SH | SOLE | 515 | 0 | 0 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 1,221 | 9,671 | SH | SOLE | 9,671 | 0 | 0 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | 15,847 | 508,070 | SH | SOLE | 508,070 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 15,855 | 402,098 | SH | SOLE | 402,098 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 28 | 30 | SH | SOLE | 30 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 42 | 86 | SH | SOLE | 86 | 0 | 0 | ||
UPWORK INC | COM | 91688F104 | 1,092 | 39,314 | SH | SOLE | 39,314 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 597 | 2,073 | SH | SOLE | 2,073 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 43,699 | 192,024 | SH | SOLE | 192,024 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 309 | 4,665 | SH | SOLE | 4,665 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 294 | 4,870 | SH | SOLE | 4,870 | 0 | 0 |