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

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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
ABBOTT LABS COM 002824100 BBG001S5N9M6 475,186 4,328 SH   SOLE   0 0 4,328
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,818,936 21,654 SH   SOLE   0 0 21,654
AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 666,737 12,535 SH   SOLE   0 0 12,535
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 BBG012NL46D0 6,378,274 127,083 SH   SOLE   0 0 127,083
AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 833,733 11,190 SH   SOLE   0 0 11,190
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 223,797 1,056 SH   SOLE   0 0 1,056
AMGEN INC COM 031162100 BBG001S5NNL6 3,301,733 12,571 SH   SOLE   0 0 12,571
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 256,639 3,371 SH   SOLE   0 0 3,371
ANSYS INC COM 03662Q105 BBG001S926L8 512,171 2,120 SH   SOLE   0 0 2,120
APPLE INC COM 037833100 BBG001S5N8V8 4,390,015 33,788 SH   SOLE   0 0 33,788
APTIV PLC SHS G6095L109 BBG001TRL2T7 1,003,439 10,775 SH   SOLE   0 0 10,775
APTIV PLC SHS G6095L109 BBG001TRL2T7 18,626 200 SH Call SOLE   0 0 200
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 387,295 1,621 SH   SOLE   0 0 1,621
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3,388,324 10,969 SH   SOLE   0 0 10,969
BLACKROCK HEALTH SCIENCES TR COM 09250W107 BBG001SN4XL6 19,782,057 453,925 SH   SOLE   0 0 453,925
BLACKROCK HEALTH SCIENCS TR COM SHS 09260E105 BBG00R28MSY7 631,513 40,928 SH   SOLE   0 0 40,928
BLACKROCK MUNIYIELD FD INC COM 09253W104 BBG001S6FY66 976,491 93,803 SH   SOLE   0 0 93,803
CANADIAN PAC RY LTD COM 13645T100 BBG001S7F4Z8 284,976 3,821 SH   SOLE   0 0 3,821
CDW CORP COM 12514G108 BBG001V18TB6 326,887 1,830 SH   SOLE   0 0 1,830
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 801,274 4,464 SH   SOLE   0 0 4,464
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 354,554 1,530 SH   SOLE   0 0 1,530
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 384,406 3,485 SH   SOLE   0 0 3,485
FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 BBG001SS8248 641,084 8,078 SH   SOLE   0 0 8,078
GARMIN LTD SHS H2906T109 BBG001SG0H12 961,827 10,422 SH   SOLE   0 0 10,422
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 33,640 1,000 SH Call SOLE   0 0 1,000
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 430,018 12,783 SH   SOLE   0 0 12,783
HOME DEPOT INC COM 437076102 BBG001S5RTW7 253,610 803 SH   SOLE   0 0 803
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 6,531,484 24,615 SH   SOLE   0 0 24,615
INTUITIVE SURGICAL INC COM NEW 46120E602   477,630 1,800 SH Call SOLE   0 0 1,800
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 301,803 1,473 SH   SOLE   0 0 1,473
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 2,063,453 44,185 SH   SOLE   0 0 44,185
ISHARES TR U S EQUITY FACTR 46434V282 BBG008LNYFB5 3,835,149 98,312 SH   SOLE   0 0 98,312
ISHARES TR MSCI USA VALUE 46432F388 BBG004FPWGT7 599,267 6,575 SH   SOLE   0 0 6,575
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 6,618,681 107,376 SH   SOLE   0 0 107,376
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 1,276,191 39,401 SH   SOLE   0 0 39,401
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 894,299 4,174 SH   SOLE   0 0 4,174
ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 5,621,062 38,519 SH   SOLE   0 0 38,519
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 12,893,441 33,558 SH   SOLE   0 0 33,558
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 767,899 8,114 SH   SOLE   0 0 8,114
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 968,165 13,428 SH   SOLE   0 0 13,428
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 224,434 1,674 SH   SOLE   0 0 1,674
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 626,414 1,801 SH   SOLE   0 0 1,801
MCDONALDS CORP COM 580135101 BBG001S5T110 304,289 1,155 SH   SOLE   0 0 1,155
MICROSOFT CORP COM 594918104 BBG001S5TD05 23,982 100 SH Call SOLE   0 0 100
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,606,404 6,698 SH   SOLE   0 0 6,698
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1,614,938 19,317 SH   SOLE   0 0 19,317
NIKE INC CL B 654106103 BBG001S6NTK2 335,189 2,865 SH   SOLE   0 0 2,865
NOVOCURE LTD ORD SHS G6674U108 BBG009XW8QY0 506,408 6,904 SH   SOLE   0 0 6,904
NOVOCURE LTD ORD SHS G6674U108   51,345 700 SH Call SOLE   0 0 700
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 340,934 2,333 SH   SOLE   0 0 2,333
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 1,579,456 9,995 SH   SOLE   0 0 9,995
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 517,390 613 SH   SOLE   0 0 613
PEPSICO INC COM 713448108 BBG001S695T1 229,734 1,272 SH   SOLE   0 0 1,272
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 217,226 1,433 SH   SOLE   0 0 1,433
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 BBG001S7C0P0 1,092,454 100,687 SH   SOLE   0 0 100,687
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 499,634 1,492 SH   SOLE   0 0 1,492
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 420,976 5,056 SH   SOLE   0 0 5,056
SHYFT GROUP INC COM 825698103 BBG001S5W8H4 373,883 15,040 SH   SOLE   0 0 15,040
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 404,611 1,058 SH   SOLE   0 0 1,058
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 1,487,994 41,833 SH   SOLE   0 0 41,833
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 948,807 5,743 SH   SOLE   0 0 5,743
TJX COS INC NEW COM 872540109 BBG001S5WQ93 289,850 3,641 SH   SOLE   0 0 3,641
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 271,563 1,420 SH   SOLE   0 0 1,420
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,036,665 26,595 SH   SOLE   0 0 26,595
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 5,079,528 108,746 SH   SOLE   0 0 108,746
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 2,585,121 14,835 SH   SOLE   0 0 14,835
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 15,952,638 272,788 SH   SOLE   0 0 272,788
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 1,247,172 8,213 SH   SOLE   0 0 8,213
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 234,992 4,544 SH   SOLE   0 0 4,544
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1,512,490 36,037 SH   SOLE   0 0 36,037
VANGUARD WELLINGTON FD US MOMENTUM 921935508 BBG00K26BG83 1,269,551 11,131 SH   SOLE   0 0 11,131
VISA INC COM CL A 92826C839 BBG001SRCFY3 311,016 1,497 SH   SOLE   0 0 1,497
WALMART INC COM 931142103 BBG001S5XH92 742,660 5,238 SH   SOLE   0 0 5,238
ZOETIS INC CL A 98978V103 BBG0039320P7 269,689 1,840 SH   SOLE   0 0 1,840