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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 BBG001S5T7X2 239,538 2,393 SH   SOLE   0 0 2,393
ABBOTT LABS COM 002824100 BBG001S5N9M6 251,986 2,311 SH   SOLE   0 0 2,311
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 3,055,629 22,680 SH   SOLE   0 0 22,680
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2,245,992 7,278 SH   SOLE   0 0 7,278
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 2,450,826 5,012 SH   SOLE   0 0 5,012
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 851,132 7,472 SH   SOLE   0 0 7,472
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 1,857,393 8,326 SH   SOLE   0 0 8,326
ALLIANT ENERGY CORP COM 018802108 BBG001S8ZQ30 209,920 4,000 SH   SOLE   0 0 4,000
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,024,222 25,265 SH   SOLE   0 0 25,265
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 6,669,566 55,134 SH   SOLE   0 0 55,134
AMAZON COM INC COM 023135106 BBG001S5PQL7 8,925,751 68,470 SH   SOLE   0 0 68,470
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1,140,146 5,879 SH   SOLE   0 0 5,879
AMERISOURCEBERGEN CORP COM 03073E105 BBG001S8X7P0 985,018 5,119 SH   SOLE   0 0 5,119
AMGEN INC COM 031162100 BBG001S5NNL6 360,712 1,625 SH   SOLE   0 0 1,625
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 314,921 4,100 SH   SOLE   0 0 4,100
APPLE INC COM 037833100 BBG001S5N8V8 17,551,078 90,483 SH   SOLE   0 0 90,483
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 340,465 2,355 SH   SOLE   0 0 2,355
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,090,854 1,505 SH   SOLE   0 0 1,505
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 824,217 28,728 SH   SOLE   0 0 28,728
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 841,247 2,467 SH   SOLE   0 0 2,467
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 1,641,278 27,506 SH   SOLE   0 0 27,506
BILL HOLDINGS INC COM 090043100 BBG00QVJV7L3 2,558,548 21,896 SH   SOLE   0 0 21,896
BLACKROCK INC COM 09247X101 BBG001SDBP55 2,965,818 4,291 SH   SOLE   0 0 4,291
BLACKSTONE INC COM 09260D107 BBG001S7H949 2,774,965 29,848 SH   SOLE   0 0 29,848
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 1,431,764 26,470 SH   SOLE   0 0 26,470
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 594,160 9,291 SH   SOLE   0 0 9,291
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,469,787 1,694 SH   SOLE   0 0 1,694
CATERPILLAR INC COM 149123101 BBG001S5PJ06 1,312,008 5,332 SH   SOLE   0 0 5,332
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 318,740 2,026 SH   SOLE   0 0 2,026
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,640,799 31,712 SH   SOLE   0 0 31,712
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 254,202 5,521 SH   SOLE   0 0 5,521
COCA COLA CO COM 191216100 BBG001S5SMQ8 3,299,957 54,798 SH   SOLE   0 0 54,798
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,222,531 53,491 SH   SOLE   0 0 53,491
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 377,848 3,647 SH   SOLE   0 0 3,647
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 1,064,485 11,775 SH   SOLE   0 0 11,775
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 874,243 1,624 SH   SOLE   0 0 1,624
CRH PLC ADR 12626K203 BBG001S5VPG8 2,347,337 42,120 SH   SOLE   0 0 42,120
CUMMINS INC COM 231021106 BBG001S5Q9M3 874,084 3,565 SH   SOLE   0 0 3,565
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 392,923 5,684 SH   SOLE   0 0 5,684
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 1,766,875 7,362 SH   SOLE   0 0 7,362
DEERE & CO COM 244199105 BBG001S5QFF7 1,210,098 2,987 SH   SOLE   0 0 2,987
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 275,732 5,800 SH   SOLE   0 0 5,800
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 746,776 6,558 SH   SOLE   0 0 6,558
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,085,159 12,155 SH   SOLE   0 0 12,155
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 639,173 1,897 SH   SOLE   0 0 1,897
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 2,358,409 26,280 SH   SOLE   0 0 26,280
EATON CORP PLC SHS G29183103 BBG001S5QZ45 282,545 1,405 SH   SOLE   0 0 1,405
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 1,344,219 10,364 SH   SOLE   0 0 10,364
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 151,030 11,892 SH   SOLE   0 0 11,892
EOG RES INC COM 26875P101 BBG001S5ZB93 1,889,672 16,512 SH   SOLE   0 0 16,512
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 395,329 3,686 SH   SOLE   0 0 3,686
FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 464,977 1,161 SH   SOLE   0 0 1,161
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 BBG001SQ1891 239,817 1,566 SH   SOLE   0 0 1,566
FISERV INC COM 337738108 BBG001S5R6Q4 707,639 5,610 SH   SOLE   0 0 5,610
GENERAL MLS INC COM 370334104 BBG001S5RKR2 1,282,910 16,726 SH   SOLE   0 0 16,726
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 207,934 2,698 SH   SOLE   0 0 2,698
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,627,834 5,047 SH   SOLE   0 0 5,047
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5DN3 223,130 8,925 SH   SOLE   0 0 8,925
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 666,248 9,559 SH   SOLE   0 0 9,559
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 575,568 3,954 SH   SOLE   0 0 3,954
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,343,221 7,543 SH   SOLE   0 0 7,543
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 3,511,835 16,924 SH   SOLE   0 0 16,924
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 781,467 1,556 SH   SOLE   0 0 1,556
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 669,500 2,676 SH   SOLE   0 0 2,676
INTEL CORP COM 458140100 BBG001S5SF65 613,253 18,339 SH   SOLE   0 0 18,339
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 717,340 6,344 SH   SOLE   0 0 6,344
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 24,213,276 161,810 SH   SOLE   0 0 161,810
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 BBG00KJR2976 398,158 2,610 SH   SOLE   0 0 2,610
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 3,991,650 10,805 SH   SOLE   0 0 10,805
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 597,782 16,427 SH   SOLE   0 0 16,427
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 20,290,019 411,645 SH   SOLE   0 0 411,645
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 467,436 14,778 SH   SOLE   0 0 14,778
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 732,228 9,031 SH   SOLE   0 0 9,031
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 20,146,678 195,713 SH   SOLE   0 0 195,713
ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 1,951,529 38,798 SH   SOLE   0 0 38,798
ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 8,221,765 159,553 SH   SOLE   0 0 159,553
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 39,094,330 579,172 SH   SOLE   0 0 579,172
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 968,551 3,704 SH   SOLE   0 0 3,704
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 582,655 5,847 SH   SOLE   0 0 5,847
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 10,314,979 23,143 SH   SOLE   0 0 23,143
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 8,813,297 89,977 SH   SOLE   0 0 89,977
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 973,971 13,355 SH   SOLE   0 0 13,355
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 520,083 14,642 SH   SOLE   0 0 14,642
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 255,625 5,030 SH   SOLE   0 0 5,030
ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 302,742 6,034 SH   SOLE   0 0 6,034
ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 9,634,175 190,512 SH   SOLE   0 0 190,512
ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 238,141 3,528 SH   SOLE   0 0 3,528
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2,676,330 31,797 SH   SOLE   0 0 31,797
ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 2,634,628 28,136 SH   SOLE   0 0 28,136
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1,451,206 19,524 SH   SOLE   0 0 19,524
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 1,493,415 11,073 SH   SOLE   0 0 11,073
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 260,974 8,438 SH   SOLE   0 0 8,438
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 650,054 2,667 SH   SOLE   0 0 2,667
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 341,499 1,241 SH   SOLE   0 0 1,241
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 26,424,183 108,894 SH   SOLE   0 0 108,894
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 538,376 7,372 SH   SOLE   0 0 7,372
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 592,522 3,164 SH   SOLE   0 0 3,164
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 3,564,500 32,273 SH   SOLE   0 0 32,273
ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 7,448,944 69,215 SH   SOLE   0 0 69,215
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,750,046 10,573 SH   SOLE   0 0 10,573
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 6,100,294 41,944 SH   SOLE   0 0 41,944
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 290,341 2,103 SH   SOLE   0 0 2,103
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 332,357 517 SH   SOLE   0 0 517
LILLY ELI & CO COM 532457108 BBG001S5STL8 5,319,413 11,343 SH   SOLE   0 0 11,343
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 BBG001SDX252 22,000 10,000 SH   SOLE   0 0 10,000
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 3,911,890 8,497 SH   SOLE   0 0 8,497
LOWES COS INC COM 548661107 BBG001S5SVL3 207,542 920 SH   SOLE   0 0 920
M & T BK CORP COM 55261F104 BBG001S7S2B4 429,078 3,467 SH   SOLE   0 0 3,467
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 213,264 1,161 SH   SOLE   0 0 1,161
MCDONALDS CORP COM 580135101 BBG001S5T110 2,270,379 7,608 SH   SOLE   0 0 7,608
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 476,605 5,410 SH   SOLE   0 0 5,410
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,364,665 37,825 SH   SOLE   0 0 37,825
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,098,975 7,314 SH   SOLE   0 0 7,314
MICROSOFT CORP COM 594918104 BBG001S5TD05 11,315,572 33,228 SH   SOLE   0 0 33,228
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 354,305 4,149 SH   SOLE   0 0 4,149
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 4,378,452 59,009 SH   SOLE   0 0 59,009
NIKE INC CL B 654106103 BBG001S6NTK2 202,743 1,837 SH   SOLE   0 0 1,837
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 245,111 1,081 SH   SOLE   0 0 1,081
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,781,178 6,575 SH   SOLE   0 0 6,575
OMEGA HEALTHCARE INVS INC COM 681936100 BBG001S736L1 488,002 15,901 SH   SOLE   0 0 15,901
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 232,070 2,439 SH   SOLE   0 0 2,439
ORACLE CORP COM 68389X105 BBG001S5SJG6 491,723 4,129 SH   SOLE   0 0 4,129
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 466,108 6,985 SH   SOLE   0 0 6,985
PEPSICO INC COM 713448108 BBG001S695T1 991,634 5,354 SH   SOLE   0 0 5,354
PFIZER INC COM 717081103 BBG001S5V466 2,631,555 71,744 SH   SOLE   0 0 71,744
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 248,213 2,543 SH   SOLE   0 0 2,543
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 BBG001T618D9 4,299,692 43,100 SH   SOLE   0 0 43,100
PLATINUM GROUP METALS LTD COM 72765Q882 BBG001SKBFY9 28,400 20,000 SH   SOLE   0 0 20,000
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,900,649 19,116 SH   SOLE   0 0 19,116
PROGRESSIVE CORP COM 743315103 BBG001S5V509 2,860,835 21,612 SH   SOLE   0 0 21,612
QUALCOMM INC COM 747525103 BBG001S6VS70 877,323 7,370 SH   SOLE   0 0 7,370
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 4,233,710 43,219 SH   SOLE   0 0 43,219
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG001SM4KY2 382,469 21,463 SH   SOLE   0 0 21,463
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 879,773 2,195 SH   SOLE   0 0 2,195
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,666,413 7,888 SH   SOLE   0 0 7,888
SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 431,282 3,766 SH   SOLE   0 0 3,766
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 302,515 5,851 SH   SOLE   0 0 5,851
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 422,526 5,205 SH   SOLE   0 0 5,205
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 1,049,378 6,180 SH   SOLE   0 0 6,180
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 418,926 6,402 SH   SOLE   0 0 6,402
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 7,204,632 41,439 SH   SOLE   0 0 41,439
SOUTHERN CO COM 842587107 BBG001S5W777 853,795 12,154 SH   SOLE   0 0 12,154
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 89,264,488 201,373 SH   SOLE   0 0 201,373
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 465,527 5,070 SH   SOLE   0 0 5,070
SPDR SER TR BLOOMBERG 3-12 M 78468R523 BBG00X8RXGK5 464,975 4,675 SH   SOLE   0 0 4,675
SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 81,043,935 1,488,684 SH   SOLE   0 0 1,488,684
SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 4,114,245 78,953 SH   SOLE   0 0 78,953
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 1,122,790 28,908 SH   SOLE   0 0 28,908
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 886,109 14,524 SH   SOLE   0 0 14,524
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 1,615,791 19,421 SH   SOLE   0 0 19,421
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 BBG004DF1DW8 983,221 23,483 SH   SOLE   0 0 23,483
SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 BBG002XY88Z0 276,156 10,370 SH   SOLE   0 0 10,370
STAG INDL INC COM 85254J102 BBG001T9F312 602,616 16,795 SH   SOLE   0 0 16,795
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,173,449 11,846 SH   SOLE   0 0 11,846
TARGET CORP COM 87612E106 BBG001SC0K41 825,683 6,260 SH   SOLE   0 0 6,260
TESLA INC COM 88160R101 BBG001SQKGD7 1,074,043 4,103 SH   SOLE   0 0 4,103
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 349,420 1,941 SH   SOLE   0 0 1,941
TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 715,097 23,562 SH   SOLE   0 0 23,562
UNION PAC CORP COM 907818108 BBG001S5X2M0 332,011 1,623 SH   SOLE   0 0 1,623
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 402,388 2,245 SH   SOLE   0 0 2,245
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,597,756 5,405 SH   SOLE   0 0 5,405
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 364,692 11,038 SH   SOLE   0 0 11,038
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 2,982,011 25,422 SH   SOLE   0 0 25,422
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 7,660,806 101,373 SH   SOLE   0 0 101,373
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 794,833 2,809 SH   SOLE   0 0 2,809
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 3,079,565 36,855 SH   SOLE   0 0 36,855
VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 26,686,432 161,345 SH   SOLE   0 0 161,345
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 580,908 2,637 SH   SOLE   0 0 2,637
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 2,239,468 15,760 SH   SOLE   0 0 15,760
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,415,263 34,790 SH   SOLE   0 0 34,790
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 229,072 1,410 SH   SOLE   0 0 1,410
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1,548,594 27,614 SH   SOLE   0 0 27,614
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 3,967,890 85,922 SH   SOLE   0 0 85,922
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 1,014,711 12,951 SH   SOLE   0 0 12,951
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 294,029 1,201 SH   SOLE   0 0 1,201
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 603,494 1,365 SH   SOLE   0 0 1,365
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 738,125 3,733 SH   SOLE   0 0 3,733
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 247,278 6,649 SH   SOLE   0 0 6,649
VISA INC COM CL A 92826C839 BBG001SRCFY3 5,576,417 23,482 SH   SOLE   0 0 23,482
WALMART INC COM 931142103 BBG001S5XH92 2,171,244 13,814 SH   SOLE   0 0 13,814
WASHINGTON TR BANCORP INC COM 940610108 BBG001S5XC66 537,471 20,047 SH   SOLE   0 0 20,047
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 571,596 3,296 SH   SOLE   0 0 3,296
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 351,839 10,500 SH   SOLE   0 0 10,500
YUM BRANDS INC COM 988498101 BBG001S7JQ30 206,545 1,491 SH   SOLE   0 0 1,491
ZOETIS INC CL A 98978V103 BBG0039320P7 1,422,823 8,262 SH   SOLE   0 0 8,262
ZSCALER INC COM 98980G102 BBG003338H61 509,856 3,485 SH   SOLE   0 0 3,485