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
3M CO COM 88579Y101 728 4,544 SH   SOLE   36 0 4,508
ABBVIE INC COM 00287Y109 1,704 19,452 SH   SOLE   129 0 19,323
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,466 6,488 SH   SOLE   0 0 6,488
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,080 6,281 SH   SOLE   0 0 6,281
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,114 7,190 SH   SOLE   0 0 7,190
ALPHABET INC CAP STK CL C 02079K107 3,711 2,525 SH   SOLE   10 0 2,515
ALPHABET INC CAP STK CL A 02079K305 1,466 1,000 SH   SOLE   0 0 1,000
AMAZON COM INC COM 023135106 8,382 2,662 SH   SOLE   7 0 2,655
AMERICAN TOWER CORP NEW COM 03027X100 1,561 6,458 SH   SOLE   37 0 6,421
APPLE INC COM 037833100 11,513 99,415 SH   SOLE   174 0 99,241
AT&T INC COM 00206R102 439 15,381 SH   SOLE   0 0 15,381
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 340 1,598 SH   SOLE   0 0 1,598
BILL COM HLDGS INC COM 090043100 3,009 30,000 SH   SOLE   0 0 30,000
BK OF AMERICA CORP COM 060505104 388 16,123 SH   SOLE   0 0 16,123
BLACKROCK INC COM 09247X101 1,068 1,895 SH   SOLE   17 0 1,878
BLACKSTONE GROUP INC COM CL A 09260D107 1,224 23,440 SH   SOLE   0 0 23,440
BOSTON SCIENTIFIC CORP COM 101137107 1,461 38,246 SH   SOLE   0 0 38,246
BRISTOL-MYERS SQUIBB CO COM 110122108 243 4,024 SH   SOLE   0 0 4,024
CATERPILLAR INC DEL COM 149123101 225 1,511 SH   SOLE   0 0 1,511
CISCO SYS INC COM 17275R102 366 9,302 SH   SOLE   0 0 9,302
CITIGROUP INC COM NEW 172967424 1,614 37,433 SH   SOLE   182 0 37,251
CLOROX CO DEL COM 189054109 592 2,816 SH   SOLE   21 0 2,795
COCA COLA CO COM 191216100 1,522 30,834 SH   SOLE   139 0 30,695
COMCAST CORP NEW CL A 20030N101 1,113 24,069 SH   SOLE   0 0 24,069
CONSOLIDATED EDISON INC COM 209115104 2,207 28,374 SH   SOLE   128 0 28,246
CROWN CASTLE INTL CORP NEW COM 22822V101 560 3,361 SH   SOLE   0 0 3,361
CUMMINS INC COM 231021106 1,099 5,203 SH   SOLE   0 0 5,203
CVS HEALTH CORP COM 126650100 336 5,757 SH   SOLE   0 0 5,757
CYBERARK SOFTWARE LTD SHS M2682V108 522 5,046 SH   SOLE   0 0 5,046
DANAHER CORPORATION COM 235851102 1,140 5,296 SH   SOLE   56 0 5,240
DIGITAL RLTY TR INC COM 253868103 2,741 18,678 SH   SOLE   80 0 18,598
DISNEY WALT CO COM DISNEY 254687106 2,116 17,050 SH   SOLE   70 0 16,980
DOMINION ENERGY INC COM 25746U109 359 4,550 SH   SOLE   0 0 4,550
DUKE ENERGY CORP NEW COM NEW 26441C204 1,598 18,039 SH   SOLE   113 0 17,926
ELECTRONIC ARTS INC COM 285512109 1,221 9,359 SH   SOLE   0 0 9,359
EXACT SCIENCES CORP COM 30063P105 1,463 14,354 SH   SOLE   0 0 14,354
FACEBOOK INC CL A 30303M102 3,403 12,995 SH   SOLE   50 0 12,945
FACTSET RESH SYS INC COM 303075105 385 1,149 SH   SOLE   0 0 1,149
FIDELITY NATL INFORMATION SV COM 31620M106 740 5,024 SH   SOLE   0 0 5,024
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 301 1,912 SH   SOLE   0 0 1,912
FISERV INC COM 337738108 1,762 17,094 SH   SOLE   0 0 17,094
FLIR SYS INC COM 302445101 1,785 49,795 SH   SOLE   260 0 49,535
FORD MTR CO DEL COM 345370860 141 21,199 SH   SOLE   0 0 21,199
GENERAL MLS INC COM 370334104 762 12,359 SH   SOLE   153 0 12,206
GILEAD SCIENCES INC COM 375558103 217 3,429 SH   SOLE   0 0 3,429
GOLDMAN SACHS GROUP INC COM 38141G104 1,904 9,475 SH   SOLE   47 0 9,428
HANNON ARMSTRONG SUST INFR C COM 41068X100 2,898 68,562 SH   SOLE   226 0 68,336
HDFC BANK LTD SPONSORED ADS 40415F101 443 8,866 SH   SOLE   0 0 8,866
HOME DEPOT INC COM 437076102 2,591 9,328 SH   SOLE   32 0 9,296
HONEYWELL INTL INC COM 438516106 2,157 13,102 SH   SOLE   56 0 13,046
INTEL CORP COM 458140100 1,774 34,266 SH   SOLE   189 0 34,077
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 368 2,600 SH   SOLE   0 0 2,600
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 382 6,354 SH   SOLE   0 0 6,354
INVESCO QQQ TR UNIT SER 1 46090E103 14,401 51,832 SH   SOLE   177 0 51,655
ISHARES TR FLTG RATE NT ETF 46429B655 1,046 20,622 SH   SOLE   0 0 20,622
ISHARES TR 20 YR TR BD ETF 464287432 16,048 98,295 SH   SOLE   287 0 98,008
ISHARES TR ISHS 1-5YR INVS 464288646 1,371 24,968 SH   SOLE   0 0 24,968
ISHARES TR PFD AND INCM SEC 464288687 215 5,892 SH   SOLE   0 0 5,892
ISHARES TR CORE S&P MCP ETF 464287507 369 1,991 SH   SOLE   0 0 1,991
ISHARES TR MSCI USA QLT FCT 46432F339 18,633 179,610 SH   SOLE   793 0 178,817
ISHARES TR MBS ETF 464288588 1,443 13,073 SH   SOLE   0 0 13,073
ISHARES TR MSCI USA MIN VOL 46429B697 1,697 26,629 SH   SOLE   0 0 26,629
ISHARES TR MSCI KLD400 SOC 464288570 1,880 14,695 SH   SOLE   0 0 14,695
ISHARES TR CORE US AGGBD ET 464287226 3,422 28,988 SH   SOLE   234 0 28,754
ISHARES TR RUS 1000 GRW ETF 464287614 373 1,722 SH   SOLE   0 0 1,722
ISHARES TR 1 3 YR TREAS BD 464287457 2,227 25,737 SH   SOLE   0 0 25,737
ISHARES TR ISHS 5-10YR INVT 464288638 1,983 32,603 SH   SOLE   0 0 32,603
ISHARES TR CORE S&P500 ETF 464287200 1,527 4,543 SH   SOLE   0 0 4,543
ISHARES TR ULTR SH TRM BD 46434V878 210 4,149 SH   SOLE   0 0 4,149
ISHARES TR RUS 1000 ETF 464287622 742 3,967 SH   SOLE   0 0 3,967
ISHARES TR NASDAQ BIOTECH 464287556 889 6,563 SH   SOLE   0 0 6,563
ISHARES TR MSCI USA ESG SLC 464288802 1,902 12,934 SH   SOLE   0 0 12,934
ISHARES TR BARCLAYS 7 10 YR 464287440 17,080 140,211 SH   SOLE   474 0 139,737
ISHARES U S ETF TR SHT MAT BD ETF 46431W507 983 19,615 SH   SOLE   184 0 19,431
JOHNSON & JOHNSON COM 478160104 1,613 10,837 SH   SOLE   0 0 10,837
JPMORGAN CHASE & CO COM 46625H100 3,169 32,915 SH   SOLE   108 0 32,807
LILLY ELI & CO COM 532457108 896 6,052 SH   SOLE   63 0 5,989
MCDONALDS CORP COM 580135101 221 1,007 SH   SOLE   0 0 1,007
MERCK & CO. INC COM 58933Y105 1,998 24,090 SH   SOLE   109 0 23,981
MICROSOFT CORP COM 594918104 6,330 30,096 SH   SOLE   96 0 30,000
NEXTERA ENERGY INC COM 65339F101 3,431 12,363 SH   SOLE   33 0 12,330
NIKE INC CL B 654106103 219 1,748 SH   SOLE   0 0 1,748
OKTA INC CL A 679295105 1,697 7,936 SH   SOLE   0 0 7,936
OMEGA HEALTHCARE INVS INC COM 681936100 476 15,901 SH   SOLE   0 0 15,901
OMNICOM GROUP INC COM 681919106 415 8,381 SH   SOLE   89 0 8,292
PACER FDS TR BNCHMRK INFRA 69374H741 2,834 80,225 SH   SOLE   345 0 79,880
PAYPAL HLDGS INC COM 70450Y103 1,991 10,105 SH   SOLE   0 0 10,105
PEPSICO INC COM 713448108 373 2,691 SH   SOLE   0 0 2,691
PFIZER INC COM 717081103 2,166 59,007 SH   SOLE   251 0 58,756
PLURISTEM THERAPEUTICS INC COM NEW 72940R300 232 22,070 SH   SOLE   0 0 22,070
PROCTER AND GAMBLE CO COM 742718109 905 6,509 SH   SOLE   0 0 6,509
PROGRESSIVE CORP COM 743315103 2,005 21,179 SH   SOLE   73 0 21,106
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,089 36,310 SH   SOLE   146 0 36,164
SALESFORCE COM INC COM 79466L302 2,071 8,239 SH   SOLE   0 0 8,239
SAREPTA THERAPEUTICS INC COM 803607100 2,456 17,488 SH   SOLE   0 0 17,488
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 233 2,927 SH   SOLE   0 0 2,927
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 7,334 123,507 SH   SOLE   476 0 123,031
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5,883 50,409 SH   SOLE   261 0 50,148
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 940 6,395 SH   SOLE   0 0 6,395
SOUTHERN CO COM 842587107 785 14,469 SH   SOLE   0 0 14,469
SPDR S&P 500 ETF TR TR UNIT 78462F103 74,594 222,743 SH   SOLE   890 0 221,853
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 426 1,257 SH   SOLE   0 0 1,257
SPDR SER TR PORTFOLIO S&P500 78464A854 25,713 653,441 SH   SOLE   2,671 0 650,770
SPDR SER TR PORTFOLI S&P1500 78464A805 61,481 1,503,559 SH   SOLE   6,293 0 1,497,266
SPDR SER TR S&P BIOTECH 78464A870 1,305 11,708 SH   SOLE   0 0 11,708
SPDR SER TR S&P KENSHO NEW 78468R648 3,292 76,799 SH   SOLE   314 0 76,485
STAG INDL INC COM 85254J102 652 21,391 SH   SOLE   301 0 21,090
STONECO LTD COM CL A G85158106 1,796 33,949 SH   SOLE   0 0 33,949
TARGET CORP COM 87612E106 1,403 8,912 SH   SOLE   48 0 8,864
TELADOC HEALTH INC COM 87918A105 2,343 10,689 SH   SOLE   0 0 10,689
TERADYNE INC COM 880770102 1,803 22,686 SH   SOLE   0 0 22,686
TESLA INC COM 88160R101 465 1,085 SH   SOLE   0 0 1,085
TRUIST FINL CORP COM 89832Q109 509 13,376 SH   SOLE   214 0 13,162
UNITEDHEALTH GROUP INC COM 91324P102 600 1,925 SH   SOLE   0 0 1,925
VANGUARD INDEX FDS SM CP VAL ETF 922908611 1,859 16,808 SH   SOLE   69 0 16,739
VANGUARD INDEX FDS TOTAL STK MKT 922908769 404 2,370 SH   SOLE   0 0 2,370
VANGUARD INDEX FDS VALUE ETF 922908744 601 5,751 SH   SOLE   0 0 5,751
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7,302 92,479 SH   SOLE   366 0 92,113
VANGUARD INDEX FDS GROWTH ETF 922908736 810 3,559 SH   SOLE   0 0 3,559
VANGUARD WORLD FDS INF TECH ETF 92204A702 352 1,131 SH   SOLE   0 0 1,131
VEEVA SYS INC CL A COM 922475108 1,722 6,125 SH   SOLE   0 0 6,125
VERIZON COMMUNICATIONS INC COM 92343V104 387 6,503 SH   SOLE   0 0 6,503
VISA INC COM CL A 92826C839 4,579 22,897 SH   SOLE   0 0 22,897
WASTE MGMT INC DEL COM 94106L109 349 3,088 SH   SOLE   0 0 3,088
WEYERHAEUSER CO MTN BE COM NEW 962166104 284 9,966 SH   SOLE   0 0 9,966
WISDOMTREE TR US QTLY DIV GRT 97717X669 320 6,452 SH   SOLE   0 0 6,452
ZOETIS INC CL A 98978V103 1,221 7,384 SH   SOLE   0 0 7,384
ZSCALER INC COM 98980G102 713 5,066 SH   SOLE   0 0 5,066