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 1,409 7,920 SH   SOLE   0 0 7,920
ABBVIE INC COM 00287Y109 3,047 22,482 SH   SOLE   0 0 22,482
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,852 6,886 SH   SOLE   0 0 6,886
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,486 6,144 SH   SOLE   0 0 6,144
ALBEMARLE CORP COM 012653101 1,889 8,084 SH   SOLE   0 0 8,084
ALPHABET INC CAP STK CL A 02079K305 2,820 973 SH   SOLE   0 0 973
ALPHABET INC CAP STK CL C 02079K107 7,102 2,454 SH   SOLE   0 0 2,454
AMAZON COM INC COM 023135106 9,502 2,850 SH   SOLE   0 0 2,850
AMERICAN TOWER CORP NEW COM 03027X100 3,085 10,523 SH   SOLE   0 0 10,523
APPLE INC COM 037833100 17,656 99,435 SH   SOLE   0 0 99,435
APTIV PLC SHS G6095L109 684 4,146 SH   SOLE   0 0 4,146
ASPEN TECHNOLOGY INC COM 045327103 387 2,541 SH   SOLE   0 0 2,541
AUTOMATIC DATA PROCESSING IN COM 053015103 261 1,059 SH   SOLE   0 0 1,059
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 560 1,874 SH   SOLE   0 0 1,874
BILL COM HLDGS INC COM 090043100 5,357 21,500 SH   SOLE   0 0 21,500
BK OF AMERICA CORP COM 060505104 896 20,161 SH   SOLE   0 0 20,161
BLACKROCK INC COM 09247X101 2,144 2,339 SH   SOLE   0 0 2,339
BLACKSTONE INC COM 09260D107 2,873 22,206 SH   SOLE   0 0 22,206
BOSTON SCIENTIFIC CORP COM 101137107 1,266 29,786 SH   SOLE   0 0 29,786
BROADCOM INC COM 11135F101 1,756 2,641 SH   SOLE   0 0 2,641
CATERPILLAR INC COM 149123101 500 2,400 SH   SOLE   0 0 2,400
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 278 14,717 SH   SOLE   0 0 14,717
CISCO SYS INC COM 17275R102 600 9,481 SH   SOLE   0 0 9,481
CITIGROUP INC COM NEW 172967424 1,719 28,538 SH   SOLE   0 0 28,538
COCA COLA CO COM 191216100 2,440 41,208 SH   SOLE   0 0 41,208
CONSOLIDATED EDISON INC COM 209115104 2,228 26,172 SH   SOLE   0 0 26,172
CROWDSTRIKE HLDGS INC CL A 22788C105 543 2,649 SH   SOLE   0 0 2,649
CROWN CASTLE INTL CORP NEW COM 22822V101 673 3,230 SH   SOLE   0 0 3,230
CUMMINS INC COM 231021106 216 996 SH   SOLE   0 0 996
CVS HEALTH CORP COM 126650100 725 7,025 SH   SOLE   0 0 7,025
DANAHER CORPORATION COM 235851102 2,288 6,952 SH   SOLE   0 0 6,952
DELTA AIR LINES INC DEL COM NEW 247361702 252 6,435 SH   SOLE   0 0 6,435
DIGITAL RLTY TR INC COM 253868103 3,823 21,600 SH   SOLE   0 0 21,600
DISNEY WALT CO COM 254687106 3,314 21,392 SH   SOLE   0 0 21,392
DUKE ENERGY CORP NEW COM NEW 26441C204 2,176 20,751 SH   SOLE   0 0 20,751
ELECTRONIC ARTS INC COM 285512109 1,361 10,309 SH   SOLE   0 0 10,309
EOG RES INC COM 26875P101 1,308 14,724 SH   SOLE   0 0 14,724
EXACT SCIENCES CORP COM 30063P105 419 5,387 SH   SOLE   0 0 5,387
FACTSET RESH SYS INC COM 303075105 728 1,499 SH   SOLE   0 0 1,499
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 347 2,138 SH   SOLE   0 0 2,138
FISERV INC COM 337738108 634 6,105 SH   SOLE   0 0 6,105
FORD MTR CO DEL COM 345370860 492 23,678 SH   SOLE   0 0 23,678
GENERAL MLS INC COM 370334104 1,055 15,681 SH   SOLE   0 0 15,681
GOLDMAN SACHS GROUP INC COM 38141G104 1,560 4,075 SH   SOLE   0 0 4,075
HANNON ARMSTRONG SUST INFR C COM 41068X100 3,534 66,517 SH   SOLE   0 0 66,517
HDFC BANK LTD SPONSORED ADS 40415F101 614 9,435 SH   SOLE   0 0 9,435
HOME DEPOT INC COM 437076102 4,570 11,007 SH   SOLE   0 0 11,007
HONEYWELL INTL INC COM 438516106 3,242 15,535 SH   SOLE   0 0 15,535
INTEL CORP COM 458140100 1,813 35,209 SH   SOLE   0 0 35,209
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 214 2,220 SH   SOLE   0 0 2,220
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 276 1,696 SH   SOLE   0 0 1,696
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 548 2,600 SH   SOLE   0 0 2,600
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 203 2,507 SH   SOLE   0 0 2,507
INVESCO QQQ TR UNIT SER 1 46090E103 22,982 57,752 SH   SOLE   0 0 57,752
ISHARES GOLD TR ISHARES NEW 464285204 621 17,908 SH   SOLE   0 0 17,908
ISHARES INC CORE MSCI EMKT 46434G103 2,077 34,747 SH   SOLE   0 0 34,747
ISHARES TR 1 3 YR TREAS BD 464287457 780 9,112 SH   SOLE   0 0 9,112
ISHARES TR 20 YR TR BD ETF 464287432 6,708 45,441 SH   SOLE   0 0 45,441
ISHARES TR BLACKROCK ULTRA 46434V878 2,650 52,599 SH   SOLE   0 0 52,599
ISHARES TR CORE MSCI EAFE 46432F842 1,418 18,980 SH   SOLE   0 0 18,980
ISHARES TR CORE S&P MCP ETF 464287507 1,002 3,534 SH   SOLE   0 0 3,534
ISHARES TR CORE S&P SCP ETF 464287804 473 4,130 SH   SOLE   0 0 4,130
ISHARES TR CORE S&P500 ETF 464287200 4,397 9,211 SH   SOLE   0 0 9,211
ISHARES TR CORE US AGGBD ET 464287226 13,034 114,478 SH   SOLE   0 0 114,478
ISHARES TR FLTG RATE NT ETF 46429B655 380 7,494 SH   SOLE   0 0 7,494
ISHARES TR GL CLEAN ENE ETF 464288224 820 38,961 SH   SOLE   0 0 38,961
ISHARES TR ISHARES BIOTECH 464287556 1,214 7,961 SH   SOLE   0 0 7,961
ISHARES TR ISHS 1-5YR INVS 464288646 704 13,049 SH   SOLE   0 0 13,049
ISHARES TR ISHS 5-10YR INVT 464288638 451 7,603 SH   SOLE   0 0 7,603
ISHARES TR MBS ETF 464288588 477 4,429 SH   SOLE   0 0 4,429
ISHARES TR MSCI KLD400 SOC 464288570 2,860 30,811 SH   SOLE   0 0 30,811
ISHARES TR MSCI USA ESG SLC 464288802 2,848 26,856 SH   SOLE   0 0 26,856
ISHARES TR MSCI USA MIN VOL 46429B697 1,574 19,455 SH   SOLE   0 0 19,455
ISHARES TR MSCI USA QLT FCT 46432F339 1,144 7,852 SH   SOLE   0 0 7,852
ISHARES TR RUS 1000 ETF 464287622 831 3,146 SH   SOLE   0 0 3,146
ISHARES TR RUS 1000 GRW ETF 464287614 331 1,081 SH   SOLE   0 0 1,081
ISHARES TR RUS 2000 GRW ETF 464287648 16,795 57,299 SH   SOLE   0 0 57,299
ISHARES TR RUS 2000 VAL ETF 464287630 351 2,115 SH   SOLE   0 0 2,115
ISHARES TR RUSSELL 2000 ETF 464287655 214 964 SH   SOLE   0 0 964
ISHARES TR S&P MC 400VL ETF 464287705 200 1,809 SH   SOLE   0 0 1,809
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 774 15,514 SH   SOLE   0 0 15,514
J P MORGAN EXCHANGE-TRADED F BETABUILDERS EUR 46641Q191 225 3,778 SH   SOLE   0 0 3,778
JOHNSON & JOHNSON COM 478160104 1,286 7,501 SH   SOLE   0 0 7,501
JPMORGAN CHASE & CO COM 46625H100 5,844 36,854 SH   SOLE   0 0 36,854
LILLY ELI & CO COM 532457108 3,741 13,555 SH   SOLE   0 0 13,555
LOCKHEED MARTIN CORP COM 539830109 2,100 5,916 SH   SOLE   0 0 5,916
MCDONALDS CORP COM 580135101 1,782 6,646 SH   SOLE   0 0 6,646
MERCK & CO INC COM 58933Y105 2,351 30,717 SH   SOLE   0 0 30,717
META PLATFORMS INC CL A 30303M102 3,930 11,685 SH   SOLE   0 0 11,685
MICROSOFT CORP COM 594918104 11,280 33,528 SH   SOLE   0 0 33,528
NEXTERA ENERGY INC COM 65339F101 5,242 56,117 SH   SOLE   0 0 56,117
NIKE INC CL B 654106103 367 2,206 SH   SOLE   0 0 2,206
NVIDIA CORPORATION COM 67066G104 3,865 13,143 SH   SOLE   0 0 13,143
OKTA INC CL A 679295105 1,305 5,826 SH   SOLE   0 0 5,826
OMEGA HEALTHCARE INVS INC COM 681936100 471 15,901 SH   SOLE   0 0 15,901
ORACLE CORP COM 68389X105 304 3,491 SH   SOLE   0 0 3,491
PAYPAL HLDGS INC COM 70450Y103 2,093 11,116 SH   SOLE   0 0 11,116
PEPSICO INC COM 713448108 561 3,220 SH   SOLE   0 0 3,220
PFIZER INC COM 717081103 4,294 72,634 SH   SOLE   0 0 72,634
PLUG POWER INC COM NEW 72919P202 294 10,302 SH   SOLE   0 0 10,302
PROCTER AND GAMBLE CO COM 742718109 3,781 23,125 SH   SOLE   0 0 23,125
PROGRESSIVE CORP COM 743315103 2,516 24,555 SH   SOLE   0 0 24,555
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,533 41,082 SH   SOLE   0 0 41,082
SALESFORCE COM INC COM 79466L302 2,155 8,485 SH   SOLE   0 0 8,485
SAREPTA THERAPEUTICS INC COM 803607100 799 8,872 SH   SOLE   0 0 8,872
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 330 2,915 SH   SOLE   0 0 2,915
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 217 2,790 SH   SOLE   0 0 2,790
SELECT SECTOR SPDR TR ENERGY 81369Y506 263 4,745 SH   SOLE   0 0 4,745
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,294 6,332 SH   SOLE   0 0 6,332
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 729 10,182 SH   SOLE   0 0 10,182
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 7,611 43,797 SH   SOLE   0 0 43,797
SHOPIFY INC CL A 82509L107 1,865 1,351 SH   SOLE   0 0 1,351
SOUTHERN CO COM 842587107 1,107 16,139 SH   SOLE   0 0 16,139
SPDR S&P 500 ETF TR TR UNIT 78462F103 93,514 196,908 SH   SOLE   0 0 196,908
SPDR SER TR PORTFOLI S&P1500 78464A805 80,817 1,382,619 SH   SOLE   0 0 1,382,619
SPDR SER TR PORTFOLIO S&P500 78464A854 4,178 74,779 SH   SOLE   0 0 74,779
SPDR SER TR S&P BIOTECH 78464A870 1,566 13,986 SH   SOLE   0 0 13,986
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 20,491 448,894 SH   SOLE   0 0 448,894
STAG INDL INC COM 85254J102 1,609 33,475 SH   SOLE   0 0 33,475
STARBUCKS CORP COM 855244109 255 2,179 SH   SOLE   0 0 2,179
TARGET CORP COM 87612E106 1,478 6,387 SH   SOLE   0 0 6,387
TELADOC HEALTH INC COM 87918A105 1,190 12,974 SH   SOLE   0 0 12,974
TELEDYNE TECHNOLOGIES INC COM 879360105 447 1,028 SH   SOLE   0 0 1,028
TERADYNE INC COM 880770102 436 2,668 SH   SOLE   0 0 2,668
TESLA INC COM 88160R101 2,527 2,394 SH   SOLE   0 0 2,394
TRUIST FINL CORP COM 89832Q109 1,099 18,747 SH   SOLE   0 0 18,747
UBER TECHNOLOGIES INC COM 90353T100 207 4,970 SH   SOLE   0 0 4,970
UNITEDHEALTH GROUP INC COM 91324P102 2,806 5,572 SH   SOLE   0 0 5,572
US BANCORP DEL COM NEW 902973304 2,063 36,683 SH   SOLE   0 0 36,683
VALERO ENERGY CORP COM 91913Y100 1,905 25,343 SH   SOLE   0 0 25,343
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 10,340 127,928 SH   SOLE   0 0 127,928
VANGUARD INDEX FDS GROWTH ETF 922908736 1,313 4,090 SH   SOLE   0 0 4,090
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,607 31,073 SH   SOLE   0 0 31,073
VANGUARD INDEX FDS SM CP VAL ETF 922908611 13,187 73,686 SH   SOLE   0 0 73,686
VANGUARD INDEX FDS SMALL CP ETF 922908751 316 1,397 SH   SOLE   0 0 1,397
VANGUARD INDEX FDS TOTAL STK MKT 922908769 547 2,263 SH   SOLE   0 0 2,263
VANGUARD INDEX FDS VALUE ETF 922908744 33,346 226,764 SH   SOLE   0 0 226,764
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 239 1,393 SH   SOLE   0 0 1,393
VANGUARD STAR FDS VG TL INTL STK F 921909768 325 5,111 SH   SOLE   0 0 5,111
VANGUARD WORLD FD ESG US STK ETF 921910733 741 8,434 SH   SOLE   0 0 8,434
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 379 1,422 SH   SOLE   0 0 1,422
VANGUARD WORLD FDS INF TECH ETF 92204A702 897 1,956 SH   SOLE   0 0 1,956
VEEVA SYS INC CL A COM 922475108 1,659 6,492 SH   SOLE   0 0 6,492
VERIZON COMMUNICATIONS INC COM 92343V104 212 4,074 SH   SOLE   0 0 4,074
VISA INC COM CL A 92826C839 6,273 28,933 SH   SOLE   0 0 28,933
WALMART INC COM 931142103 420 2,914 SH   SOLE   0 0 2,914
WASHINGTON TR BANCORP INC COM 940610108 1,253 22,293 SH   SOLE   0 0 22,293
WASTE MGMT INC DEL COM 94106L109 519 3,107 SH   SOLE   0 0 3,107
WEYERHAEUSER CO MTN BE COM NEW 962166104 432 10,497 SH   SOLE   0 0 10,497
YUM BRANDS INC COM 988498101 289 2,085 SH   SOLE   0 0 2,085
ZOETIS INC CL A 98978V103 1,894 7,764 SH   SOLE   0 0 7,764
ZSCALER INC COM 98980G102 1,760 5,477 SH   SOLE   0 0 5,477