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 COM 88579Y101 344 2,315 SH   SOLE NONE 2,315 0 0
ABBOTT LABS COM COM 002824100 3,492 29,505 SH   SOLE NONE 29,505 0 0
ABBVIE INC COM COM 00287Y109 1,199 7,399 SH   SOLE NONE 7,399 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 5,547 16,449 SH   SOLE NONE 16,449 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 564 1,239 SH   SOLE NONE 1,239 0 0
AFLAC INC COM COM 001055102 343 5,328 SH   SOLE NONE 5,328 0 0
AIR PRODS & CHEMS INC COM COM 009158106 320 1,281 SH   SOLE NONE 1,281 0 0
ALBEMARLE CORP COM COM 012653101 3,122 14,119 SH   SOLE NONE 14,119 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 267 2,458 SH   SOLE NONE 2,458 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 3,340 1,201 SH   SOLE NONE 1,201 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 2,580 924 SH   SOLE NONE 924 0 0
AMAZON COM INC COM COM 023135106 2,956 907 SH   SOLE NONE 907 0 0
AMERICAN EXPRESS CO COM COM 025816109 398 2,132 SH   SOLE NONE 2,132 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 1,501 5,976 SH   SOLE NONE 5,976 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 368 2,226 SH   SOLE NONE 2,226 0 0
AMERIPRISE FINL INC COM COM 03076C106 1,910 6,362 SH   SOLE NONE 6,362 0 0
AMETEK INC COM COM 031100100 208 1,568 SH   SOLE NONE 1,568 0 0
AMGEN INC COM COM 031162100 3,865 15,987 SH   SOLE NONE 15,987 0 0
AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF AMPLIFY LITHIUM 032108805 203 11,855 SH   SOLE NONE 11,855 0 0
ANSYS INC COM COM 03662Q105 285 898 SH   SOLE NONE 898 0 0
ANTHEM INC COM COM 036752103 570 1,162 SH   SOLE NONE 1,162 0 0
AON PLC SHS CL A SHS CL A G0403H108 225 694 SH   SOLE NONE 694 0 0
APPLE INC COM COM 037833100 6,664 38,170 SH   SOLE NONE 38,170 0 0
ARES MANAGEMENT CORPORATION CL A COM STK CL A COM STK 03990B101 1,997 24,596 SH   SOLE NONE 24,596 0 0
ASML HOLDING N V N Y REGISTRY SHS N Y REGISTRY SHS N07059210 335 503 SH   SOLE NONE 503 0 0
ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108 421 6,360 SH   SOLE NONE 6,360 0 0
AT&T INC COM COM 00206R102 294 12,461 SH   SOLE NONE 12,461 0 0
AUTODESK INC COM COM 052769106 641 2,995 SH   SOLE NONE 2,995 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103 4,249 18,676 SH   SOLE NONE 18,676 0 0
AVALONBAY CMNTYS INC COM COM 053484101 327 1,317 SH   SOLE NONE 1,317 0 0
AVERY DENNISON CORP COM COM 053611109 1,625 9,345 SH   SOLE NONE 9,345 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 1,090 3,091 SH   SOLE NONE 3,091 0 0
BK OF AMERICA CORP COM COM 060505104 792 19,215 SH   SOLE NONE 19,215 0 0
BLACKROCK INC COM COM 09247X101 2,756 3,607 SH   SOLE NONE 3,607 0 0
BLACKSTONE INC COM COM 09260D107 3,992 31,449 SH   SOLE NONE 31,449 0 0
BLOCK INC CL A CL A 852234103 313 2,312 SH   SOLE NONE 2,312 0 0
BOEING CO COM COM 097023105 831 4,343 SH   SOLE NONE 4,343 0 0
BRIGHT HORIZONS FAM SOL IN DEL COM COM 109194100 201 1,518 SH   SOLE NONE 1,518 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 295 4,049 SH   SOLE NONE 4,049 0 0
BROADCOM INC COM COM 11135F101 706 1,122 SH   SOLE NONE 1,122 0 0
CHEVRON CORP NEW COM COM 166764100 585 3,593 SH   SOLE NONE 3,593 0 0
CISCO SYS INC COM COM 17275R102 747 13,407 SH   SOLE NONE 13,407 0 0
COCA COLA CO COM COM 191216100 730 11,784 SH   SOLE NONE 11,784 0 0
COLGATE PALMOLIVE CO COM COM 194162103 305 4,024 SH   SOLE NONE 4,024 0 0
COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF DIVERSIFID FXD 19761L508 1,763 90,474 SH   SOLE NONE 90,474 0 0
COMCAST CORP NEW CL A CL A 20030N101 328 7,010 SH   SOLE NONE 7,010 0 0
CONOCOPHILLIPS COM COM 20825C104 2,648 26,485 SH   SOLE NONE 26,485 0 0
CORTEVA INC COM COM 22052L104 215 3,752 SH   SOLE NONE 3,752 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 466 809 SH   SOLE NONE 809 0 0
CSX CORP COM COM 126408103 211 5,658 SH   SOLE NONE 5,658 0 0
DANAHER CORPORATION COM COM 235851102 437 1,490 SH   SOLE NONE 1,490 0 0
DEERE & CO COM COM 244199105 665 1,603 SH   SOLE NONE 1,603 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 3,879 65,610 SH   SOLE NONE 65,610 0 0
DISCOVER FINL SVCS COM COM 254709108 2,030 18,427 SH   SOLE NONE 18,427 0 0
DISNEY WALT CO COM COM 254687106 1,275 9,302 SH   SOLE NONE 9,302 0 0
DOW INC COM COM 260557103 284 4,459 SH   SOLE NONE 4,459 0 0
DUPONT DE NEMOURS INC COM COM 26614N102 246 3,352 SH   SOLE NONE 3,352 0 0
EATON CORP PLC SHS SHS G29183103 633 4,177 SH   SOLE NONE 4,177 0 0
ECOLAB INC COM COM 278865100 568 3,219 SH   SOLE NONE 3,219 0 0
EMERSON ELEC CO COM COM 291011104 205 2,100 SH   SOLE NONE 2,100 0 0
ENERGY SELECT SECTOR SPDR FUND ENERGY 81369Y506 265 3,479 SH   SOLE NONE 3,479 0 0
EOG RES INC COM COM 26875P101 569 4,775 SH   SOLE NONE 4,775 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 307 2,983 SH   SOLE NONE 2,983 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 505 2,459 SH   SOLE NONE 2,459 0 0
EXXON MOBIL CORP COM COM 30231G102 2,670 32,329 SH   SOLE NONE 32,329 0 0
FACTSET RESH SYS INC COM COM 303075105 339 783 SH   SOLE NONE 783 0 0
FASTENAL CO COM COM 311900104 1,731 29,156 SH   SOLE NONE 29,156 0 0
FEDEX CORP COM COM 31428X106 251 1,085 SH   SOLE NONE 1,085 0 0
FIRST REP BK SAN FRANCISCO CAL COM COM 33616C100 280 1,728 SH   SOLE NONE 1,728 0 0
FIRST SOLAR INC COM COM 336433107 285 3,413 SH   SOLE NONE 3,413 0 0
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND NASD TECH DIV 33738R118 1,308 22,197 SH   SOLE NONE 22,197 0 0
FIRST TRUST NATURAL GAS ETF NAT GAS ETF 33733E807 1,316 53,978 SH   SOLE NONE 53,978 0 0
FT CBOE VEST U.S. EQUITY BUFFER ETF - AUGUST VEST US BUFFER 33740F862 6,142 161,447 SH   SOLE NONE 161,447 0 0
FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARY US EQT BUFFER 33740F763 4,926 128,935 SH   SOLE NONE 128,935 0 0
GENERAL MLS INC COM COM 370334104 261 3,866 SH   SOLE NONE 3,866 0 0
GENUINE PARTS CO COM COM 372460105 342 2,718 SH   SOLE NONE 2,718 0 0
GLOBAL X LITHIUM & BATTERY TECH ETF LITHIUM BTRY ETF 37954Y855 255 3,324 SH   SOLE NONE 3,324 0 0
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF GLB X MLP ENRG I 37954Y293 1,270 29,729 SH   SOLE NONE 29,729 0 0
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF US INFR DEV ETF 37954Y673 252 8,930 SH   SOLE NONE 8,930 0 0
HERSHEY CO COM COM 427866108 203 941 SH   SOLE NONE 941 0 0
HOME DEPOT INC COM COM 437076102 4,723 15,780 SH   SOLE NONE 15,780 0 0
HONEYWELL INTL INC COM COM 438516106 1,747 8,979 SH   SOLE NONE 8,979 0 0
HP INC COM COM 40434L105 284 7,834 SH   SOLE NONE 7,834 0 0
HUNT J B TRANS SVCS INC COM COM 445658107 335 1,669 SH   SOLE NONE 1,669 0 0
IDEXX LABS INC COM COM 45168D104 11,135 20,355 SH   SOLE NONE 20,355 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 1,778 8,494 SH   SOLE NONE 8,494 0 0
ILLUMINA INC COM COM 452327109 413 1,184 SH   SOLE NONE 1,184 0 0
INFOSYS LTD SPONSORED ADR SPONSORED ADR 456788108 470 18,890 SH   SOLE NONE 18,890 0 0
INTEL CORP COM COM 458140100 751 15,157 SH   SOLE NONE 15,157 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 206 1,586 SH   SOLE NONE 1,586 0 0
INTERNATIONAL FLAVORS&FRAGRANC COM COM 459506101 225 1,720 SH   SOLE NONE 1,720 0 0
INTUIT COM COM 461202103 333 693 SH   SOLE NONE 693 0 0
INTUITIVE SURGICAL INC COM NEW COM NEW 46120E602 285 945 SH   SOLE NONE 945 0 0
INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF DYNMC BLDG CON 46137V779 1,018 23,737 SH   SOLE NONE 23,737 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103 533 1,471 SH   SOLE NONE 1,471 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF S&P500 EQL WGT 46137V357 9,024 57,225 SH   SOLE NONE 57,225 0 0
IQVIA HLDGS INC COM COM 46266C105 332 1,439 SH   SOLE NONE 1,439 0 0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ISHS 1-5YR INVS 464288646 2,237 43,264 SH   SOLE NONE 43,264 0 0
ISHARES 3-7 YEAR TREASURY BOND ETF 3 7 YR TREAS BD 464288661 5,995 49,120 SH   SOLE NONE 49,120 0 0
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 386 15,300 SH   SOLE NONE 15,300 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 2,972 40,381 SH   SOLE NONE 40,381 0 0
ISHARES MSCI KLD 400 SOCIAL ETF MSCI KLD400 SOC 464288570 639 7,378 SH   SOLE NONE 7,378 0 0
ISHARES PREFERRED AND INCOME SECURITIES ETF PFD AND INCM SEC 464288687 5,265 144,567 SH   SOLE NONE 144,567 0 0
ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 26,779 102,069 SH   SOLE NONE 102,069 0 0
ISHARES S&P MID-CAP 400 VALUE ETF S&P MC 400VL ETF 464287705 5,797 52,882 SH   SOLE NONE 52,882 0 0
ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 929 3,464 SH   SOLE NONE 3,464 0 0
ISHARES S&P SMALL-CAP FUND CORE S&P SCP ETF 464287804 5,404 50,096 SH   SOLE NONE 50,096 0 0
ISHARES TIPS BOND ETF TIPS BD ETF 464287176 5,161 41,434 SH   SOLE NONE 41,434 0 0
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF US BR DEL SE ETF 464288794 1,122 11,242 SH   SOLE NONE 11,242 0 0
JOHNSON & JOHNSON COM COM 478160104 3,080 17,382 SH   SOLE NONE 17,382 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 474 7,244 SH   SOLE NONE 7,244 0 0
JONES LANG LASALLE INC COM COM 48020Q107 231 966 SH   SOLE NONE 966 0 0
JPMORGAN CHASE & CO COM COM 46625H100 2,694 19,763 SH   SOLE NONE 19,763 0 0
KLA CORP COM NEW COM NEW 482480100 3,799 10,380 SH   SOLE NONE 10,380 0 0
LAM RESEARCH CORP COM COM 512807108 475 884 SH   SOLE NONE 884 0 0
LAMB WESTON HLDGS INC COM COM 513272104 530 8,851 SH   SOLE NONE 8,851 0 0
LHC GROUP INC COM COM 50187A107 247 1,467 SH   SOLE NONE 1,467 0 0
LILLY ELI & CO COM COM 532457108 992 3,467 SH   SOLE NONE 3,467 0 0
LINDE PLC SHS SHS G5494J103 432 1,353 SH   SOLE NONE 1,353 0 0
LOCKHEED MARTIN CORP COM COM 539830109 1,843 4,176 SH   SOLE NONE 4,176 0 0
LOWES COS INC COM COM 548661107 292 1,447 SH   SOLE NONE 1,447 0 0
LPL FINL HLDGS INC COM COM 50212V100 274 1,504 SH   SOLE NONE 1,504 0 0
LULULEMON ATHLETICA INC COM COM 550021109 268 735 SH   SOLE NONE 735 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 830 2,325 SH   SOLE NONE 2,325 0 0
MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 290 2,907 SH   SOLE NONE 2,907 0 0
MCDONALDS CORP COM COM 580135101 2,790 11,286 SH   SOLE NONE 11,286 0 0
MEDTRONIC PLC SHS SHS G5960L103 531 4,794 SH   SOLE NONE 4,794 0 0
MERCK & CO INC COM COM 58933Y105 1,383 16,866 SH   SOLE NONE 16,866 0 0
META PLATFORMS INC CL A CL A 30303M102 1,234 5,552 SH   SOLE NONE 5,552 0 0
MICROSOFT CORP COM COM 594918104 12,990 42,133 SH   SOLE NONE 42,133 0 0
MONDELEZ INTL INC CL A CL A 609207105 2,255 35,931 SH   SOLE NONE 35,931 0 0
MONSTER BEVERAGE CORP NEW COM COM 61174X109 535 6,707 SH   SOLE NONE 6,707 0 0
MORGAN STANLEY COM NEW COM NEW 617446448 2,336 26,733 SH   SOLE NONE 26,733 0 0
NETFLIX INC COM COM 64110L106 589 1,575 SH   SOLE NONE 1,575 0 0
NEW YORK TIMES CO CL A CL A 650111107 302 6,605 SH   SOLE NONE 6,605 0 0
NEXTERA ENERGY INC COM COM 65339F101 3,952 46,663 SH   SOLE NONE 46,663 0 0
NIKE INC CL B CL B 654106103 863 6,415 SH   SOLE NONE 6,415 0 0
NORFOLK SOUTHN CORP COM COM 655844108 241 848 SH   SOLE NONE 848 0 0
NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 532 6,074 SH   SOLE NONE 6,074 0 0
NOVO-NORDISK A S ADR ADR 670100205 510 4,597 SH   SOLE NONE 4,597 0 0
NUTRIEN LTD COM COM 67077M108 503 4,838 SH   SOLE NONE 4,838 0 0
NVIDIA CORPORATION COM COM 67066G104 1,804 6,612 SH   SOLE NONE 6,612 0 0
NXP SEMICONDUCTORS N V COM COM N6596X109 346 1,874 SH   SOLE NONE 1,874 0 0
OMNICELL COM COM COM 68213N109 323 2,500 SH   SOLE NONE 2,500 0 0
ORACLE CORP COM COM 68389X105 860 10,403 SH   SOLE NONE 10,403 0 0
PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF BNCHMRK INDSTR 69374H766 256 5,054 SH   SOLE NONE 5,054 0 0
PALO ALTO NETWORKS INC COM COM 697435105 391 629 SH   SOLE NONE 629 0 0
PAYCHEX INC COM COM 704326107 3,442 25,226 SH   SOLE NONE 25,226 0 0
PAYPAL HLDGS INC COM COM 70450Y103 660 5,707 SH   SOLE NONE 5,707 0 0
PEPSICO INC COM COM 713448108 811 4,847 SH   SOLE NONE 4,847 0 0
PFIZER INC COM COM 717081103 1,247 24,101 SH   SOLE NONE 24,101 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 434 2,354 SH   SOLE NONE 2,354 0 0
PPG INDS INC COM COM 693506107 214 1,635 SH   SOLE NONE 1,635 0 0
PROCTER AND GAMBLE CO COM COM 742718109 3,684 24,112 SH   SOLE NONE 24,112 0 0
PROLOGIS INC. COM COM 74340W103 3,318 20,552 SH   SOLE NONE 20,552 0 0
PUBLIC STORAGE COM COM 74460D109 211 541 SH   SOLE NONE 541 0 0
QUALCOMM INC COM COM 747525103 515 3,370 SH   SOLE NONE 3,370 0 0
QUANTA SVCS INC COM COM 74762E102 399 3,036 SH   SOLE NONE 3,036 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100 221 1,615 SH   SOLE NONE 1,615 0 0
RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 871 8,801 SH   SOLE NONE 8,801 0 0
REGENERON PHARMACEUTICALS COM COM 75886F107 640 917 SH   SOLE NONE 917 0 0
ROBERT HALF INTL INC COM COM 770323103 1,849 16,197 SH   SOLE NONE 16,197 0 0
S&P GLOBAL INC COM COM 78409V104 879 2,145 SH   SOLE NONE 2,145 0 0
SALESFORCE INC COM COM 79466L302 845 3,984 SH   SOLE NONE 3,984 0 0
SBA COMMUNICATIONS CORP NEW CL A CL A 78410G104 362 1,053 SH   SOLE NONE 1,053 0 0
SCHWAB U.S. SMALL-CAP ETF US SML CAP ETF 808524607 608 12,851 SH   SOLE NONE 12,851 0 0
SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 1,205 15,286 SH   SOLE NONE 15,286 0 0
SEI INVTS CO COM COM 784117103 267 4,448 SH   SOLE NONE 4,448 0 0
SHERWIN WILLIAMS CO COM COM 824348106 440 1,765 SH   SOLE NONE 1,765 0 0
SHOPIFY INC CL A CL A 82509L107 417 617 SH   SOLE NONE 617 0 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF BLOOMBERG 1-3 MO 78468R663 434 4,757 SH   SOLE NONE 4,757 0 0
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BLOOMBERG CONV 78464A359 1,174 15,260 SH   SOLE NONE 15,260 0 0
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF BLOOMBERG SHT TE 78468R408 5,355 204,085 SH   SOLE NONE 204,085 0 0
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF PORTFOLIO DEVLPD 78463X889 529 15,452 SH   SOLE NONE 15,452 0 0
SPDR S&P 500 ETF TR UNIT 78462F103 3,936 8,716 SH   SOLE NONE 8,716 0 0
SPDR S&P BANK ETF S&P BK ETF 78464A797 1,075 20,542 SH   SOLE NONE 20,542 0 0
SPDR S&P GLOBAL NATURAL RESOURCES ETF GLB NAT RESRCE 78463X541 12,392 197,402 SH   SOLE NONE 197,402 0 0
SPDR S&P METALS AND MINING ETF S&P METALS MNG 78464A755 1,230 20,081 SH   SOLE NONE 20,081 0 0
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF S&P OILGAS EXP 78468R556 1,240 9,219 SH   SOLE NONE 9,219 0 0
SPDR S&P REGIONAL BANKING ETF S&P REGL BKG 78464A698 1,094 15,886 SH   SOLE NONE 15,886 0 0
STARBUCKS CORP COM COM 855244109 897 9,863 SH   SOLE NONE 9,863 0 0
STRYKER CORPORATION COM COM 863667101 238 893 SH   SOLE NONE 893 0 0
SVB FINANCIAL GROUP COM COM 78486Q101 476 852 SH   SOLE NONE 852 0 0
SYNCHRONY FINANCIAL COM COM 87165B103 372 10,710 SH   SOLE NONE 10,710 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 408 3,920 SH   SOLE NONE 3,920 0 0
TARGET CORP COM COM 87612E106 2,391 11,270 SH   SOLE NONE 11,270 0 0
TESLA INC COM COM 88160R101 721 670 SH   SOLE NONE 670 0 0
TETRA TECH INC NEW COM COM 88162G103 227 1,380 SH   SOLE NONE 1,380 0 0
TEXAS INSTRS INC COM COM 882508104 2,979 16,241 SH   SOLE NONE 16,241 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 594 1,006 SH   SOLE NONE 1,006 0 0
TJX COS INC NEW COM COM 872540109 420 6,933 SH   SOLE NONE 6,933 0 0
TRACTOR SUPPLY CO COM COM 892356106 328 1,409 SH   SOLE NONE 1,409 0 0
TRANE TECHNOLOGIES PLC SHS SHS G8994E103 381 2,496 SH   SOLE NONE 2,496 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 517 2,834 SH   SOLE NONE 2,834 0 0
UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 329 7,230 SH   SOLE NONE 7,230 0 0
UNION PAC CORP COM COM 907818108 1,334 4,885 SH   SOLE NONE 4,885 0 0
UNITED PARCEL SERVICE INC CL B CL B 911312106 474 2,211 SH   SOLE NONE 2,211 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 3,367 6,604 SH   SOLE NONE 6,604 0 0
VANECK SEMICONDUCTOR ETF SEMICONDUCTR ETF 92189F676 1,191 4,415 SH   SOLE NONE 4,415 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND DIV APP ETF 921908844 1,212 7,480 SH   SOLE NONE 7,480 0 0
VANGUARD EXTENDED MARKET INDEX FUND EXTEND MKT ETF 922908652 2,427 14,652 SH   SOLE NONE 14,652 0 0
VANGUARD TAX-EXEMPT BOND ETF TAX EXEMPT BD 922907746 2,209 42,860 SH   SOLE NONE 42,860 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 21,555 94,679 SH   SOLE NONE 94,679 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 374 7,352 SH   SOLE NONE 7,352 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100 647 2,483 SH   SOLE NONE 2,483 0 0
VISA INC COM CL A COM CL A 92826C839 1,859 8,387 SH   SOLE NONE 8,387 0 0
WABTEC COM COM 929740108 211 2,202 SH   SOLE NONE 2,202 0 0
WALMART INC COM COM 931142103 970 6,513 SH   SOLE NONE 6,513 0 0
WASTE MGMT INC DEL COM COM 94106L109 3,678 23,208 SH   SOLE NONE 23,208 0 0
WISDOMTREE U.S. MIDCAP DIVIDEND FUND US MIDCAP DIVID 97717W505 1,131 25,470 SH   SOLE NONE 25,470 0 0
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND US SMALLCAP DIVD 97717W604 1,125 35,326 SH   SOLE NONE 35,326 0 0
WOLFSPEED INC COM COM 977852102 243 2,137 SH   SOLE NONE 2,137 0 0
WORKDAY INC CL A CL A 98138H101 248 1,039 SH   SOLE NONE 1,039 0 0
YUM BRANDS INC COM COM 988498101 351 2,968 SH   SOLE NONE 2,968 0 0