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 657 3,700 SH   SOLE   0 0 3,700
ABBOTT LABS COM 002824100 66 471 SH   SOLE   0 0 471
ABBOTT LABS COM 002824100 463 3,293 SH   SOLE 801-15180 0 0 3,293
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20 48 SH   SOLE   0 0 48
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 380 917 SH   SOLE 801-15180 0 0 917
ADOBE SYSTEMS INCORPORATED COM 00724F101 32 57 SH   SOLE   0 0 57
ADOBE SYSTEMS INCORPORATED COM 00724F101 468 826 SH   SOLE 801-15180 0 0 826
AIRBNB INC COM CL A 009066101 169 1,018 SH   SOLE   0 0 1,018
AIRBNB INC COM CL A 009066101 244 1,464 SH   SOLE 801-15180 0 0 1,464
ALPHABET INC CAP STK CL C 02079K107 78 27 SH   SOLE   0 0 27
ALPHABET INC CAP STK CL C 02079K107 683 236 SH   SOLE 801-15180 0 0 236
ALPHABET INC CAP STK CL A 02079K305 1,083 374 SH   SOLE   0 0 374
ALPHABET INC CAP STK CL A 02079K305 240 83 SH   SOLE 801-15180 0 0 83
AMAZON COM INC COM 023135106 1,981 594 SH   SOLE   0 0 594
AMAZON COM INC COM 023135106 744 223 SH   SOLE 801-15180 0 0 223
APPLE INC COM 037833100 4,656 26,221 SH   SOLE   0 0 26,221
ARK ETF TR AUTNMUS TECHNLGY 00214Q203 1,094 14,207 SH   SOLE   0 0 14,207
ARK ETF TR GENOMIC REV ETF 00214Q302 881 14,389 SH   SOLE   0 0 14,389
ARK ETF TR FINTECH INNOVA 00214Q708 884 21,646 SH   SOLE   0 0 21,646
AT&T INC COM 00206R102 218 8,842 SH   SOLE   0 0 8,842
AT&T INC COM 00206R102 339 13,800 SH   SOLE 801-34275 0 0 13,800
AUTODESK INC COM 052769106 15 53 SH   SOLE   0 0 53
AUTODESK INC COM 052769106 282 1,004 SH   SOLE 801-15180 0 0 1,004
AXALTA COATING SYS LTD COM G0750C108 404 12,200 SH   SOLE 801-34275 0 0 12,200
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,410 4,715 SH   SOLE   0 0 4,715
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 411 1,375 SH   SOLE 801-34275 0 0 1,375
BK OF AMERICA CORP COM 060505104 49 1,102 SH   SOLE   0 0 1,102
BK OF AMERICA CORP COM 060505104 356 8,000 SH   SOLE 801-34275 0 0 8,000
BRP GROUP INC COM CL A 05589G102 209 5,780 SH   SOLE   0 0 5,780
COCA COLA CO COM 191216100 81 1,370 SH   SOLE   0 0 1,370
COCA COLA CO COM 191216100 417 7,050 SH   SOLE 801-34275 0 0 7,050
DISNEY WALT CO COM 254687106 395 2,549 SH   SOLE   0 0 2,549
DISNEY WALT CO COM 254687106 271 1,750 SH   SOLE 801-34275 0 0 1,750
DUPONT DE NEMOURS INC COM 26614N102 54 666 SH   SOLE   0 0 666
DUPONT DE NEMOURS INC COM 26614N102 210 2,600 SH   SOLE 801-34275 0 0 2,600
EXXON MOBIL CORP COM 30231G102 597 9,764 SH   SOLE   0 0 9,764
FEDEX CORP COM 31428X106 424 1,640 SH   SOLE 801-34275 0 0 1,640
GARTNER INC COM 366651107 13 40 SH   SOLE   0 0 40
GARTNER INC COM 366651107 254 761 SH   SOLE 801-15180 0 0 761
GENERAL MTRS CO COM 37045V100 387 6,600 SH   SOLE 801-34275 0 0 6,600
GOLUB CAP BDC INC COM 38173M102 181 11,746 SH   SOLE   0 0 11,746
GRAPHIC PACKAGING HLDG CO COM 388689101 351 18,000 SH   SOLE 801-34275 0 0 18,000
HANESBRANDS INC COM 410345102 344 20,600 SH   SOLE 801-34275 0 0 20,600
HOME DEPOT INC COM 437076102 1,005 2,421 SH   SOLE   0 0 2,421
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 211 1,400 SH   SOLE 801-34275 0 0 1,400
ISHARES INC CORE MSCI EMKT 46434G103 211 3,528 SH   SOLE   0 0 3,528
ISHARES TR CORE S&P500 ETF 464287200 8,056 16,890 SH   SOLE   0 0 16,890
ISHARES TR MSCI EMG MKT ETF 464287234 3,732 76,406 SH   SOLE   0 0 76,406
ISHARES TR RUS MD CP GR ETF 464287481 3,380 29,333 SH   SOLE   0 0 29,333
ISHARES TR RUS 1000 GRW ETF 464287614 1,033 3,379 SH   SOLE   0 0 3,379
ISHARES TR SHRT NAT MUN ETF 464288158 7,862 73,222 SH   SOLE   0 0 73,222
ISHARES TR NATIONAL MUN ETF 464288414 5,417 46,588 SH   SOLE   0 0 46,588
ISHARES TR ISHS 1-5YR INVS 464288646 1,248 23,163 SH   SOLE   0 0 23,163
ISHARES TR EAFE VALUE ETF 464288877 495 9,819 SH   SOLE   0 0 9,819
ISHARES TR CORE MSCI EAFE 46432F842 923 12,369 SH   SOLE   0 0 12,369
JOHNSON & JOHNSON COM 478160104 310 1,814 SH   SOLE   0 0 1,814
JPMORGAN CHASE & CO COM 46625H100 299 1,887 SH   SOLE   0 0 1,887
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 276 5,425 SH   SOLE   0 0 5,425
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 5 350 SH   SOLE   0 0 350
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 476 30,950 SH   SOLE 801-34275 0 0 30,950
MANDIANT INC COM 562662106 389 22,200 SH   SOLE 801-34275 0 0 22,200
MASTERCARD INCORPORATED CL A 57636Q104 26 71 SH   SOLE   0 0 71
MASTERCARD INCORPORATED CL A 57636Q104 421 1,173 SH   SOLE 801-15180 0 0 1,173
MERCK & CO INC COM 58933Y105 77 1,000 SH   SOLE   0 0 1,000
MERCK & CO INC COM 58933Y105 399 5,200 SH   SOLE 801-34275 0 0 5,200
META PLATFORMS INC CL A 30303M102 89 265 SH   SOLE   0 0 265
META PLATFORMS INC CL A 30303M102 517 1,538 SH   SOLE 801-15180 0 0 1,538
MICRON TECHNOLOGY INC COM 595112103 10 109 SH   SOLE   0 0 109
MICRON TECHNOLOGY INC COM 595112103 356 3,825 SH   SOLE 801-34275 0 0 3,825
MICROSOFT CORP COM 594918104 1,856 5,519 SH   SOLE   0 0 5,519
MICROSOFT CORP COM 594918104 479 1,423 SH   SOLE 801-15180 0 0 1,423
NETFLIX INC COM 64110L106 33 54 SH   SOLE   0 0 54
NETFLIX INC COM 64110L106 237 393 SH   SOLE 801-15180 0 0 393
NEXTERA ENERGY INC COM 65339F101 301 3,226 SH   SOLE   0 0 3,226
NVIDIA CORPORATION COM 67066G104 391 1,328 SH   SOLE   0 0 1,328
PAYPAL HLDGS INC COM 70450Y103 19 100 SH   SOLE   0 0 100
PAYPAL HLDGS INC COM 70450Y103 187 993 SH   SOLE 801-15180 0 0 993
PFIZER INC COM 717081103 234 3,959 SH   SOLE   0 0 3,959
REGIONS FINANCIAL CORP NEW COM 7591EP100 372 17,050 SH   SOLE 801-34275 0 0 17,050
SALESFORCE COM INC COM 79466L302 35 136 SH   SOLE   0 0 136
SALESFORCE COM INC COM 79466L302 394 1,552 SH   SOLE 801-15180 0 0 1,552
SERVICENOW INC COM 81762P102 16 25 SH   SOLE   0 0 25
SERVICENOW INC COM 81762P102 314 484 SH   SOLE 801-15180 0 0 484
SIRIUS XM HOLDINGS INC COM 82968B103 64 10,000 SH   SOLE   0 0 10,000
SOUTHWESTERN ENERGY CO COM 845467109 114 24,500 SH   SOLE   0 0 24,500
SPDR S&P 500 ETF TR TR UNIT 78462F103 251 529 SH   SOLE   0 0 529
STARBUCKS CORP COM 855244109 134 1,147 SH   SOLE   0 0 1,147
STARBUCKS CORP COM 855244109 218 1,863 SH   SOLE 801-15180 0 0 1,863
TJX COS INC NEW COM 872540109 146,180 1,925,442 SH   SOLE   0 0 1,925,442
TWIST BIOSCIENCE CORP COM 90184D100 681 8,794 SH   SOLE   0 0 8,794
UNITEDHEALTH GROUP INC COM 91324P102 66 131 SH   SOLE   0 0 131
UNITEDHEALTH GROUP INC COM 91324P102 291 580 SH   SOLE 801-15180 0 0 580
URBAN OUTFITTERS INC COM 917047102 399 13,600 SH   SOLE 801-34275 0 0 13,600
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 201 1,170 SH   SOLE   0 0 1,170
VERIZON COMMUNICATIONS INC COM 92343V104 257 4,938 SH   SOLE   0 0 4,938
VISA INC COM CL A 92826C839 99 458 SH   SOLE   0 0 458
VISA INC COM CL A 92826C839 329 1,520 SH   SOLE 801-15180 0 0 1,520
WABTEC COM 929740108 350 3,800 SH   SOLE 801-34275 0 0 3,800
WALGREENS BOOTS ALLIANCE INC COM 931427108 438 8,400 SH   SOLE 801-34275 0 0 8,400
WISDOMTREE TR EMG MKTS SMCAP 97717W281 1,832 34,617 SH   SOLE   0 0 34,617
WISDOMTREE TR US QTLY DIV GRT 97717X669 409 6,206 SH   SOLE   0 0 6,206
ZOETIS INC CL A 98978V103 29 117 SH   SOLE   0 0 117
ZOETIS INC CL A 98978V103 371 1,520 SH   SOLE 801-15180 0 0 1,520