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 327 2,961 SH   SOLE   0 0 2,961
ABBOTT LABS COM 002824100 211 2,176 SH   SOLE   0 0 2,176
ABBVIE INC COM 00287Y109 2,872 21,403 SH   SOLE   0 0 21,403
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,861 7,232 SH   SOLE   0 0 7,232
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,334 4,848 SH   SOLE   0 0 4,848
ALBEMARLE CORP COM 012653101 2,186 8,268 SH   SOLE   0 0 8,268
ALPHABET INC CAP STK CL A 02079K305 2,301 24,060 SH   SOLE   0 0 24,060
ALPHABET INC CAP STK CL C 02079K107 4,791 49,830 SH   SOLE   0 0 49,830
AMAZON COM INC COM 023135106 7,443 65,865 SH   SOLE   0 0 65,865
AMERICAN TOWER CORP NEW COM 03027X100 1,524 7,100 SH   SOLE   0 0 7,100
AMERISOURCEBERGEN CORP COM 03073E105 703 5,195 SH   SOLE   0 0 5,195
AMGEN INC COM 031162100 286 1,268 SH   SOLE   0 0 1,268
APPLE INC COM 037833100 13,313 96,329 SH   SOLE   0 0 96,329
ASPEN TECHNOLOGY INC COM 29109X106 231 970 SH   SOLE   0 0 970
AUTOMATIC DATA PROCESSING IN COM 053015103 208 919 SH   SOLE   0 0 919
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 537 2,011 SH   SOLE   0 0 2,011
BHP GROUP LTD SPONSORED ADS 088606108 1,037 20,719 SH   SOLE   0 0 20,719
BILL COM HLDGS INC COM 090043100 2,846 21,500 SH   SOLE   0 0 21,500
BK OF AMERICA CORP COM 060505104 804 26,630 SH   SOLE   0 0 26,630
BLACKROCK INC COM 09247X101 2,238 4,066 SH   SOLE   0 0 4,066
BLACKSTONE INC COM 09260D107 1,916 22,890 SH   SOLE   0 0 22,890
BOSTON SCIENTIFIC CORP COM 101137107 1,058 27,312 SH   SOLE   0 0 27,312
BRISTOL-MYERS SQUIBB CO COM 110122108 548 7,709 SH   SOLE   0 0 7,709
BROADCOM INC COM 11135F101 672 1,513 SH   SOLE   0 0 1,513
CATERPILLAR INC COM 149123101 843 5,136 SH   SOLE   0 0 5,136
CHEVRON CORP NEW COM 166764100 243 1,693 SH   SOLE   0 0 1,693
CISCO SYS INC COM 17275R102 1,200 29,988 SH   SOLE   0 0 29,988
CITIGROUP INC COM NEW 172967424 278 6,664 SH   SOLE   0 0 6,664
COCA COLA CO COM 191216100 2,565 45,786 SH   SOLE   0 0 45,786
COMCAST CORP NEW CL A 20030N101 231 7,878 SH   SOLE   0 0 7,878
CONSOLIDATED EDISON INC COM 209115104 788 9,184 SH   SOLE   0 0 9,184
CROWDSTRIKE HLDGS INC CL A 22788C105 218 1,323 SH   SOLE   0 0 1,323
CROWN CASTLE INC COM 22822V101 496 3,432 SH   SOLE   0 0 3,432
CUMMINS INC COM 231021106 215 1,058 SH   SOLE   0 0 1,058
CVS HEALTH CORP COM 126650100 734 7,701 SH   SOLE   0 0 7,701
DANAHER CORPORATION COM 235851102 1,891 7,322 SH   SOLE   0 0 7,322
DEERE & CO COM 244199105 340 1,018 SH   SOLE   0 0 1,018
DIGITAL RLTY TR INC COM 253868103 815 8,218 SH   SOLE   0 0 8,218
DISNEY WALT CO COM 254687106 1,355 14,362 SH   SOLE   0 0 14,362
DUKE ENERGY CORP NEW COM NEW 26441C204 1,975 21,236 SH   SOLE   0 0 21,236
ELECTRONIC ARTS INC COM 285512109 1,206 10,426 SH   SOLE   0 0 10,426
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 122 11,103 SH   SOLE   0 0 11,103
EOG RES INC COM 26875P101 2,696 24,134 SH   SOLE   0 0 24,134
EXXON MOBIL CORP COM 30231G102 278 3,182 SH   SOLE   0 0 3,182
FACTSET RESH SYS INC COM 303075105 602 1,504 SH   SOLE   0 0 1,504
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 207 1,566 SH   SOLE   0 0 1,566
FISERV INC COM 337738108 526 5,619 SH   SOLE   0 0 5,619
GENERAC HLDGS INC COM 368736104 304 1,709 SH   SOLE   0 0 1,709
GENERAL MLS INC COM 370334104 1,266 16,522 SH   SOLE   0 0 16,522
GLOBAL X FDS S&P 500 COVERED 37954Y475 301 7,889 SH   SOLE   0 0 7,889
GOLDMAN SACHS GROUP INC COM 38141G104 1,400 4,779 SH   SOLE   0 0 4,779
HANNON ARMSTRONG SUST INFR C COM 41068X100 604 20,172 SH   SOLE   0 0 20,172
HDFC BANK LTD SPONSORED ADS 40415F101 558 9,551 SH   SOLE   0 0 9,551
HOME DEPOT INC COM 437076102 1,938 7,023 SH   SOLE   0 0 7,023
HONEYWELL INTL INC COM 438516106 2,744 16,433 SH   SOLE   0 0 16,433
IDEXX LABS INC COM 45168D104 212 651 SH   SOLE   0 0 651
ILLINOIS TOOL WKS INC COM 452308109 503 2,783 SH   SOLE   0 0 2,783
INTEL CORP COM 458140100 410 15,926 SH   SOLE   0 0 15,926
INTERCONTINENTAL EXCHANGE IN COM 45866F104 507 5,608 SH   SOLE   0 0 5,608
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 434 3,412 SH   SOLE   0 0 3,412
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 376 2,600 SH   SOLE   0 0 2,600
INVESCO QQQ TR UNIT SER 1 46090E103 4,115 15,397 SH   SOLE   0 0 15,397
ISHARES GOLD TR ISHARES NEW 464285204 282 8,958 SH   SOLE   0 0 8,958
ISHARES INC CORE MSCI EMKT 46434G103 15,369 357,593 SH   SOLE   911 0 356,682
ISHARES TR 1 3 YR TREAS BD 464287457 10,226 125,925 SH   SOLE   185 0 125,740
ISHARES TR 20 YR TR BD ETF 464287432 260 2,541 SH   SOLE   0 0 2,541
ISHARES TR BLACKROCK ULTRA 46434V878 1,943 38,847 SH   SOLE   0 0 38,847
ISHARES TR CORE DIV GRWTH 46434V621 9,711 218,371 SH   SOLE   0 0 218,371
ISHARES TR CORE HIGH DV ETF 46429B663 566 6,200 SH   SOLE   0 0 6,200
ISHARES TR CORE MSCI EAFE 46432F842 27,562 523,304 SH   SOLE   1,272 0 522,032
ISHARES TR CORE S&P MCP ETF 464287507 933 4,256 SH   SOLE   0 0 4,256
ISHARES TR CORE S&P SCP ETF 464287804 510 5,848 SH   SOLE   0 0 5,848
ISHARES TR CORE S&P500 ETF 464287200 8,246 22,991 SH   SOLE   0 0 22,991
ISHARES TR CORE US AGGBD ET 464287226 2,525 26,204 SH   SOLE   10 0 26,194
ISHARES TR FLTG RATE NT ETF 46429B655 261 5,201 SH   SOLE   0 0 5,201
ISHARES TR ISHARES BIOTECH 464287556 244 2,087 SH   SOLE   0 0 2,087
ISHARES TR ISHS 1-5YR INVS 464288646 318 6,444 SH   SOLE   0 0 6,444
ISHARES TR ISHS 5-10YR INVT 464288638 14,121 292,472 SH   SOLE   832 0 291,640
ISHARES TR MBS ETF 464288588 225 2,457 SH   SOLE   0 0 2,457
ISHARES TR MSCI EAFE MIN VL 46429B689 201 3,528 SH   SOLE   0 0 3,528
ISHARES TR MSCI KLD400 SOC 464288570 2,044 30,523 SH   SOLE   0 0 30,523
ISHARES TR MSCI USA ESG SLC 464288802 2,025 26,681 SH   SOLE   0 0 26,681
ISHARES TR MSCI USA MIN VOL 46429B697 1,260 19,068 SH   SOLE   0 0 19,068
ISHARES TR MSCI USA QLT FCT 46432F339 2,432 23,402 SH   SOLE   0 0 23,402
ISHARES TR NATIONAL MUN ETF 464288414 7,439 72,520 SH   SOLE   1,586 0 70,934
ISHARES TR PFD AND INCM SEC 464288687 8,029 253,532 SH   SOLE   1,391 0 252,141
ISHARES TR RUS 1000 ETF 464287622 576 2,918 SH   SOLE   0 0 2,918
ISHARES TR RUS 2000 GRW ETF 464287648 19,389 93,850 SH   SOLE   256 0 93,594
ISHARES TR RUS MID CAP ETF 464287499 2,073 33,363 SH   SOLE   648 0 32,715
ISHARES TR RUSSELL 2000 ETF 464287655 562 3,407 SH   SOLE   0 0 3,407
ISHARES TR SHORT TREAS BD 464288679 1,895 17,225 SH   SOLE   0 0 17,225
JOHNSON & JOHNSON COM 478160104 1,627 9,958 SH   SOLE   0 0 9,958
JPMORGAN CHASE & CO COM 46625H100 4,176 39,962 SH   SOLE   0 0 39,962
KIMBERLY-CLARK CORP COM 494368103 209 1,856 SH   SOLE   0 0 1,856
LILLY ELI & CO COM 532457108 3,561 11,013 SH   SOLE   0 0 11,013
LOCKHEED MARTIN CORP COM 539830109 2,894 7,492 SH   SOLE   0 0 7,492
MCDONALDS CORP COM 580135101 1,685 7,303 SH   SOLE   0 0 7,303
MEDTRONIC PLC SHS G5960L103 297 3,678 SH   SOLE   0 0 3,678
MERCK & CO INC COM 58933Y105 3,121 36,246 SH   SOLE   0 0 36,246
META PLATFORMS INC CL A 30303M102 1,266 9,329 SH   SOLE   0 0 9,329
MICROSOFT CORP COM 594918104 7,823 33,588 SH   SOLE   0 0 33,588
MORGAN STANLEY COM NEW 617446448 324 4,102 SH   SOLE   0 0 4,102
NEXTERA ENERGY INC COM 65339F101 4,500 57,391 SH   SOLE   0 0 57,391
NORFOLK SOUTHN CORP COM 655844108 210 1,001 SH   SOLE   0 0 1,001
NVIDIA CORPORATION COM 67066G104 870 7,169 SH   SOLE   0 0 7,169
OMEGA HEALTHCARE INVS INC COM 681936100 469 15,901 SH   SOLE   0 0 15,901
ORACLE CORP COM 68389X105 244 3,996 SH   SOLE   0 0 3,996
PAYPAL HLDGS INC COM 70450Y103 699 8,127 SH   SOLE   0 0 8,127
PEPSICO INC COM 713448108 856 5,246 SH   SOLE   0 0 5,246
PFIZER INC COM 717081103 3,124 71,383 SH   SOLE   0 0 71,383
PLATINUM GROUP METALS LTD COM 72765Q882 33 20,000 SH   SOLE   0 0 20,000
PNC FINL SVCS GROUP INC COM 693475105 604 4,042 SH   SOLE   0 0 4,042
PROCTER AND GAMBLE CO COM 742718109 2,317 18,350 SH   SOLE   0 0 18,350
PROGRESSIVE CORP COM 743315103 2,496 21,478 SH   SOLE   0 0 21,478
QUALCOMM INC COM 747525103 329 2,913 SH   SOLE   0 0 2,913
RAPID7 INC COM 753422104 648 15,095 SH   SOLE   0 0 15,095
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,033 37,051 SH   SOLE   0 0 37,051
S&P GLOBAL INC COM 78409V104 689 2,257 SH   SOLE   0 0 2,257
SALESFORCE INC COM 79466L302 1,355 9,422 SH   SOLE   0 0 9,422
SAREPTA THERAPEUTICS INC COM 803607100 416 3,766 SH   SOLE   0 0 3,766
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 245 5,830 SH   SOLE   0 0 5,830
SELECT SECTOR SPDR TR ENERGY 81369Y506 369 5,120 SH   SOLE   0 0 5,120
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 882 6,194 SH   SOLE   0 0 6,194
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 666 10,166 SH   SOLE   0 0 10,166
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5,157 43,420 SH   SOLE   0 0 43,420
SOUTHERN CO COM 842587107 812 11,946 SH   SOLE   0 0 11,946
SPDR S&P 500 ETF TR TR UNIT 78462F103 74,829 209,501 SH   SOLE   819 0 208,682
SPDR SER TR PORTFOLI S&P1500 78464A805 62,400 1,414,645 SH   SOLE   6,079 0 1,408,566
SPDR SER TR PORTFOLIO S&P500 78464A854 16,193 385,638 SH   SOLE   1,002 0 384,636
SPDR SER TR PORTFOLIO S&P600 78468R853 556 16,314 SH   SOLE   0 0 16,314
SPDR SER TR PRTFLO S&P500 GW 78464A409 1,678 33,485 SH   SOLE   0 0 33,485
SPDR SER TR S&P BIOTECH 78464A870 1,557 19,632 SH   SOLE   0 0 19,632
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 1,329 32,508 SH   SOLE   0 0 32,508
STAG INDL INC COM 85254J102 431 15,165 SH   SOLE   0 0 15,165
STARBUCKS CORP COM 855244109 1,011 11,996 SH   SOLE   0 0 11,996
TARGET CORP COM 87612E106 933 6,285 SH   SOLE   0 0 6,285
TESLA INC COM 88160R101 2,034 7,668 SH   SOLE   0 0 7,668
TEXAS INSTRS INC COM 882508104 222 1,435 SH   SOLE   0 0 1,435
TRUIST FINL CORP COM 89832Q109 914 20,982 SH   SOLE   0 0 20,982
UNION PAC CORP COM 907818108 379 1,946 SH   SOLE   0 0 1,946
UNITED PARCEL SERVICE INC CL B 911312106 220 1,361 SH   SOLE   0 0 1,361
UNITEDHEALTH GROUP INC COM 91324P102 3,289 6,512 SH   SOLE   0 0 6,512
US BANCORP DEL COM NEW 902973304 564 13,996 SH   SOLE   0 0 13,996
VALERO ENERGY CORP COM 91913Y100 2,681 25,090 SH   SOLE   0 0 25,090
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5,008 66,928 SH   SOLE   0 0 66,928
VANGUARD INDEX FDS GROWTH ETF 922908736 765 3,574 SH   SOLE   0 0 3,574
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2,554 31,857 SH   SOLE   104 0 31,753
VANGUARD INDEX FDS SM CP VAL ETF 922908611 21,895 152,687 SH   SOLE   584 0 152,103
VANGUARD INDEX FDS TOTAL STK MKT 922908769 487 2,714 SH   SOLE   0 0 2,714
VANGUARD INDEX FDS VALUE ETF 922908744 4,309 34,897 SH   SOLE   516 0 34,381
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,324 63,696 SH   SOLE   961 0 62,735
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 247 1,824 SH   SOLE   0 0 1,824
VANGUARD STAR FDS VG TL INTL STK F 921909768 1,286 28,099 SH   SOLE   0 0 28,099
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4,111 113,077 SH   SOLE   1,822 0 111,255
VANGUARD WORLD FD ESG US STK ETF 921910733 941 14,965 SH   SOLE   0 0 14,965
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 358 1,601 SH   SOLE   0 0 1,601
VANGUARD WORLD FDS INF TECH ETF 92204A702 547 1,779 SH   SOLE   0 0 1,779
VEEVA SYS INC CL A COM 922475108 626 3,799 SH   SOLE   0 0 3,799
VISA INC COM CL A 92826C839 4,661 26,239 SH   SOLE   0 0 26,239
WALMART INC COM 931142103 1,387 10,697 SH   SOLE   0 0 10,697
WASHINGTON TR BANCORP INC COM 940610108 1,081 23,266 SH   SOLE   0 0 23,266
WASTE MGMT INC DEL COM 94106L109 520 3,248 SH   SOLE   0 0 3,248
WEYERHAEUSER CO MTN BE COM NEW 962166104 301 10,534 SH   SOLE   0 0 10,534
ZOETIS INC CL A 98978V103 1,218 8,211 SH   SOLE   0 0 8,211
ZSCALER INC COM 98980G102 870 5,294 SH   SOLE   0 0 5,294