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 1,179 7,924 SH   SOLE   0 0 7,924
ABBVIE INC COM 00287Y109 3,382 20,851 SH   SOLE   0 0 20,851
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,318 6,864 SH   SOLE   0 0 6,864
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,147 4,720 SH   SOLE   0 0 4,720
ALBEMARLE CORP COM 012653101 1,751 7,929 SH   SOLE   0 0 7,929
ALPHABET INC CAP STK CL A 02079K305 2,856 1,028 SH   SOLE   0 0 1,028
ALPHABET INC CAP STK CL C 02079K107 6,854 2,457 SH   SOLE   0 0 2,457
AMAZON COM INC COM 023135106 10,109 3,100 SH   SOLE   0 0 3,100
AMERICAN TOWER CORP NEW COM 03027X100 1,819 7,190 SH   SOLE   0 0 7,190
AMGEN INC COM 031162100 200 828 SH   SOLE   0 0 828
APPLE INC COM 037833100 15,942 91,318 SH   SOLE   0 0 91,318
ASML HOLDING N V N Y REGISTRY SHS N07059210 433 643 SH   SOLE   0 0 643
ASPEN TECHNOLOGY INC COM 045327103 382 2,311 SH   SOLE   0 0 2,311
AUTOMATIC DATA PROCESSING IN COM 053015103 248 1,084 SH   SOLE   0 0 1,084
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 700 1,990 SH   SOLE   0 0 1,990
BHP GROUP LTD SPONSORED ADS 088606108 560 7,270 SH   SOLE   0 0 7,270
BILL COM HLDGS INC COM 090043100 4,876 21,500 SH   SOLE   0 0 21,500
BK OF AMERICA CORP COM 060505104 955 23,168 SH   SOLE   0 0 23,168
BLACKROCK INC COM 09247X101 2,699 3,512 SH   SOLE   0 0 3,512
BLACKSTONE INC COM 09260D107 2,786 21,954 SH   SOLE   0 0 21,954
BOSTON SCIENTIFIC CORP COM 101137107 1,180 26,615 SH   SOLE   0 0 26,615
BRISTOL-MYERS SQUIBB CO COM 110122108 336 4,607 SH   SOLE   0 0 4,607
BROADCOM INC COM 11135F101 1,840 2,920 SH   SOLE   0 0 2,920
CATERPILLAR INC COM 149123101 2,171 9,754 SH   SOLE   0 0 9,754
CHEVRON CORP NEW COM 166764100 258 1,587 SH   SOLE   0 0 1,587
CISCO SYS INC COM 17275R102 1,485 26,697 SH   SOLE   0 0 26,697
CITIGROUP INC COM NEW 172967424 1,439 26,878 SH   SOLE   0 0 26,878
COCA COLA CO COM 191216100 2,670 43,117 SH   SOLE   0 0 43,117
COMCAST CORP NEW CL A 20030N101 251 5,348 SH   SOLE   0 0 5,348
CONSOLIDATED EDISON INC COM 209115104 851 9,017 SH   SOLE   0 0 9,017
CROWDSTRIKE HLDGS INC CL A 22788C105 559 2,473 SH   SOLE   0 0 2,473
CROWN CASTLE INTL CORP NEW COM 22822V101 633 3,429 SH   SOLE   0 0 3,429
CVS HEALTH CORP COM 126650100 757 7,475 SH   SOLE   0 0 7,475
DANAHER CORPORATION COM 235851102 2,063 7,038 SH   SOLE   0 0 7,038
DEERE & CO COM 244199105 997 2,401 SH   SOLE   0 0 2,401
DELTA AIR LINES INC DEL COM NEW 247361702 257 6,495 SH   SOLE   0 0 6,495
DIGITAL RLTY TR INC COM 253868103 2,510 17,666 SH   SOLE   0 0 17,666
DISNEY WALT CO COM 254687106 3,188 23,213 SH   SOLE   0 0 23,213
DUKE ENERGY CORP NEW COM NEW 26441C204 2,326 20,845 SH   SOLE   0 0 20,845
ELECTRONIC ARTS INC COM 285512109 1,294 10,220 SH   SOLE   0 0 10,220
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 120 10,700 SH   SOLE   0 0 10,700
EOG RES INC COM 26875P101 2,944 24,698 SH   SOLE   0 0 24,698
EXACT SCIENCES CORP COM 30063P105 354 5,068 SH   SOLE   0 0 5,068
EXXON MOBIL CORP COM 30231G102 247 2,980 SH   SOLE   0 0 2,980
FACTSET RESH SYS INC COM 303075105 652 1,501 SH   SOLE   0 0 1,501
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 1,224 8,216 SH   SOLE   0 0 8,216
FISERV INC COM 337738108 570 5,619 SH   SOLE   0 0 5,619
FORD MTR CO DEL COM 345370860 419 24,829 SH   SOLE   0 0 24,829
GENERAL MLS INC COM 370334104 1,067 15,764 SH   SOLE   0 0 15,764
GOLDMAN SACHS GROUP INC COM 38141G104 1,422 4,303 SH   SOLE   0 0 4,303
HANNON ARMSTRONG SUST INFR C COM 41068X100 2,447 51,672 SH   SOLE   0 0 51,672
HDFC BANK LTD SPONSORED ADS 40415F101 590 9,591 SH   SOLE   0 0 9,591
HOME DEPOT INC COM 437076102 2,093 6,988 SH   SOLE   0 0 6,988
HONEYWELL INTL INC COM 438516106 3,088 15,898 SH   SOLE   0 0 15,898
ILLINOIS TOOL WKS INC COM 452308109 1,435 6,889 SH   SOLE   0 0 6,889
INTEL CORP COM 458140100 891 17,993 SH   SOLE   0 0 17,993
INTERCONTINENTAL EXCHANGE IN COM 45866F104 318 2,409 SH   SOLE   0 0 2,409
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 201 2,220 SH   SOLE   0 0 2,220
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 267 1,696 SH   SOLE   0 0 1,696
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 478 2,600 SH   SOLE   0 0 2,600
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 215 2,507 SH   SOLE   0 0 2,507
INVESCO QQQ TR UNIT SER 1 46090E103 22,255 61,390 SH   SOLE   0 0 61,390
ISHARES INC CORE MSCI EMKT 46434G103 3,448 62,085 SH   SOLE   0 0 62,085
ISHARES TR 1 3 YR TREAS BD 464287457 582 6,969 SH   SOLE   0 0 6,969
ISHARES TR 20 YR TR BD ETF 464287432 4,849 36,710 SH   SOLE   0 0 36,710
ISHARES TR BLACKROCK ULTRA 46434V878 2,583 51,505 SH   SOLE   0 0 51,505
ISHARES TR CORE HIGH DV ETF 46429B663 663 6,200 SH   SOLE   0 0 6,200
ISHARES TR CORE MSCI EAFE 46432F842 1,736 24,981 SH   SOLE   0 0 24,981
ISHARES TR CORE S&P MCP ETF 464287507 1,093 4,071 SH   SOLE   0 0 4,071
ISHARES TR CORE S&P SCP ETF 464287804 611 5,667 SH   SOLE   0 0 5,667
ISHARES TR CORE S&P500 ETF 464287200 7,923 17,460 SH   SOLE   0 0 17,460
ISHARES TR CORE US AGGBD ET 464287226 12,588 117,791 SH   SOLE   0 0 117,791
ISHARES TR FLTG RATE NT ETF 46429B655 377 7,437 SH   SOLE   0 0 7,437
ISHARES TR ISHARES BIOTECH 464287556 999 7,691 SH   SOLE   0 0 7,691
ISHARES TR ISHS 1-5YR INVS 464288646 562 10,863 SH   SOLE   0 0 10,863
ISHARES TR MBS ETF 464288588 380 3,721 SH   SOLE   0 0 3,721
ISHARES TR MSCI KLD400 SOC 464288570 2,573 29,668 SH   SOLE   0 0 29,668
ISHARES TR MSCI USA ESG SLC 464288802 2,510 25,929 SH   SOLE   0 0 25,929
ISHARES TR MSCI USA MIN VOL 46429B697 1,385 17,859 SH   SOLE   0 0 17,859
ISHARES TR MSCI USA QLT FCT 46432F339 1,056 7,859 SH   SOLE   0 0 7,859
ISHARES TR RUS 1000 ETF 464287622 765 3,057 SH   SOLE   0 0 3,057
ISHARES TR RUS 1000 GRW ETF 464287614 300 1,082 SH   SOLE   0 0 1,082
ISHARES TR RUS 2000 GRW ETF 464287648 18,042 70,425 SH   SOLE   0 0 70,425
ISHARES TR RUS 2000 VAL ETF 464287630 341 2,115 SH   SOLE   0 0 2,115
ISHARES TR RUS MID CAP ETF 464287499 390 5,000 SH   SOLE   0 0 5,000
ISHARES TR RUSSELL 2000 ETF 464287655 225 1,099 SH   SOLE   0 0 1,099
JOHNSON & JOHNSON COM 478160104 1,857 10,474 SH   SOLE   0 0 10,474
JPMORGAN CHASE & CO COM 46625H100 5,174 37,969 SH   SOLE   0 0 37,969
LILLY ELI & CO COM 532457108 3,975 13,889 SH   SOLE   0 0 13,889
LOCKHEED MARTIN CORP COM 539830109 2,657 6,017 SH   SOLE   0 0 6,017
MCDONALDS CORP COM 580135101 1,725 6,975 SH   SOLE   0 0 6,975
MEDTRONIC PLC SHS G5960L103 280 2,531 SH   SOLE   0 0 2,531
MERCK & CO INC COM 58933Y105 3,243 39,522 SH   SOLE   0 0 39,522
META PLATFORMS INC CL A 30303M102 3,113 13,982 SH   SOLE   0 0 13,982
MICROSOFT CORP COM 594918104 9,985 32,381 SH   SOLE   0 0 32,381
MORGAN STANLEY COM NEW 617446448 265 3,023 SH   SOLE   0 0 3,023
NEXTERA ENERGY INC COM 65339F101 4,724 55,771 SH   SOLE   0 0 55,771
NIKE INC CL B 654106103 356 2,644 SH   SOLE   0 0 2,644
NVIDIA CORPORATION COM 67066G104 3,747 13,729 SH   SOLE   0 0 13,729
OKTA INC CL A 679295105 872 5,789 SH   SOLE   0 0 5,789
OMEGA HEALTHCARE INVS INC COM 681936100 500 16,036 SH   SOLE   0 0 16,036
OMNICOM GROUP INC COM 681919106 231 2,728 SH   SOLE   0 0 2,728
ORACLE CORP COM 68389X105 325 3,916 SH   SOLE   0 0 3,916
PAYPAL HLDGS INC COM 70450Y103 718 6,204 SH   SOLE   0 0 6,204
PEPSICO INC COM 713448108 697 4,149 SH   SOLE   0 0 4,149
PFIZER INC COM 717081103 3,318 64,146 SH   SOLE   0 0 64,146
PLATINUM GROUP METALS LTD COM 72765Q882 42 20,000 SH   SOLE   0 0 20,000
PROCTER AND GAMBLE CO COM 742718109 3,368 22,015 SH   SOLE   0 0 22,015
PROGRESSIVE CORP COM 743315103 2,378 20,901 SH   SOLE   0 0 20,901
RAPID7 INC COM 753422104 1,679 15,095 SH   SOLE   0 0 15,095
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,448 34,842 SH   SOLE   0 0 34,842
S&P GLOBAL INC COM 78409V104 1,311 3,203 SH   SOLE   0 0 3,203
SALESFORCE COM INC COM 79466L302 1,796 8,479 SH   SOLE   0 0 8,479
SAREPTA THERAPEUTICS INC COM 803607100 296 3,789 SH   SOLE   0 0 3,789
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 312 5,830 SH   SOLE   0 0 5,830
SELECT SECTOR SPDR TR ENERGY 81369Y506 364 4,764 SH   SOLE   0 0 4,764
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,084 5,857 SH   SOLE   0 0 5,857
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 757 10,182 SH   SOLE   0 0 10,182
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 6,837 43,026 SH   SOLE   0 0 43,026
SOUTHERN CO COM 842587107 1,187 16,356 SH   SOLE   0 0 16,356
SPDR S&P 500 ETF TR TR UNIT 78462F103 91,900 203,457 SH   SOLE   0 0 203,457
SPDR SER TR PORTFOLI S&P1500 78464A805 77,420 1,392,632 SH   SOLE   0 0 1,392,632
SPDR SER TR PORTFOLIO S&P500 78464A854 4,176 78,592 SH   SOLE   0 0 78,592
SPDR SER TR PORTFOLIO S&P600 78468R853 1,023 24,307 SH   SOLE   0 0 24,307
SPDR SER TR S&P BIOTECH 78464A870 717 8,029 SH   SOLE   0 0 8,029
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 18,645 414,444 SH   SOLE   0 0 414,444
STAG INDL INC COM 85254J102 1,376 33,300 SH   SOLE   0 0 33,300
STARBUCKS CORP COM 855244109 862 9,435 SH   SOLE   0 0 9,435
TARGET CORP COM 87612E106 1,338 6,302 SH   SOLE   0 0 6,302
TELADOC HEALTH INC COM 87918A105 294 4,040 SH   SOLE   0 0 4,040
TELEDYNE TECHNOLOGIES INC COM 879360105 461 980 SH   SOLE   0 0 980
TERADYNE INC COM 880770102 374 3,167 SH   SOLE   0 0 3,167
TESLA INC COM 88160R101 3,171 2,944 SH   SOLE   0 0 2,944
TRUIST FINL CORP COM 89832Q109 1,046 18,450 SH   SOLE   0 0 18,450
UNION PAC CORP COM 907818108 839 3,061 SH   SOLE   0 0 3,061
UNITEDHEALTH GROUP INC COM 91324P102 3,023 5,930 SH   SOLE   0 0 5,930
US BANCORP DEL COM NEW 902973304 1,939 36,407 SH   SOLE   0 0 36,407
VALERO ENERGY CORP COM 91913Y100 2,564 25,236 SH   SOLE   0 0 25,236
VANGUARD INDEX FDS GROWTH ETF 922908736 1,048 3,642 SH   SOLE   0 0 3,642
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,309 30,598 SH   SOLE   0 0 30,598
VANGUARD INDEX FDS SM CP VAL ETF 922908611 19,658 111,714 SH   SOLE   0 0 111,714
VANGUARD INDEX FDS SMALL CP ETF 922908751 297 1,397 SH   SOLE   0 0 1,397
VANGUARD INDEX FDS TOTAL STK MKT 922908769 603 2,647 SH   SOLE   0 0 2,647
VANGUARD INDEX FDS VALUE ETF 922908744 34,483 233,477 SH   SOLE   0 0 233,477
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 298 1,841 SH   SOLE   0 0 1,841
VANGUARD STAR FDS VG TL INTL STK F 921909768 2,025 33,885 SH   SOLE   0 0 33,885
VANGUARD WORLD FD ESG US STK ETF 921910733 1,212 14,965 SH   SOLE   0 0 14,965
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 361 1,422 SH   SOLE   0 0 1,422
VANGUARD WORLD FDS INF TECH ETF 92204A702 800 1,917 SH   SOLE   0 0 1,917
VEEVA SYS INC CL A COM 922475108 820 3,873 SH   SOLE   0 0 3,873
VERIZON COMMUNICATIONS INC COM 92343V104 224 4,447 SH   SOLE   0 0 4,447
VISA INC COM CL A 92826C839 6,435 29,014 SH   SOLE   0 0 29,014
WALMART INC COM 931142103 1,328 8,903 SH   SOLE   0 0 8,903
WASHINGTON TR BANCORP INC COM 940610108 1,175 22,411 SH   SOLE   0 0 22,411
WASTE MGMT INC DEL COM 94106L109 496 3,131 SH   SOLE   0 0 3,131
WEYERHAEUSER CO MTN BE COM NEW 962166104 398 10,534 SH   SOLE   0 0 10,534
ZOETIS INC CL A 98978V103 1,464 7,761 SH   SOLE   0 0 7,761
ZSCALER INC COM 98980G102 1,312 5,433 SH   SOLE   0 0 5,433