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 Company COM 88579Y101   1,310 12,354 SH   SOLE   12,354 0 0
ABB Ltd ADR SPONSORED ADR 000375204   515 11,098 SH   SOLE   11,098 0 0
Abbott Laboratories COM 002824100   9,959 87,624 SH   SOLE   87,624 0 0
AbbVie, Inc. COM 00287Y109   14,085 77,348 SH   SOLE   77,348 0 0
Accenture Plc Class A SHS CLASS A G1151C101   1,258 3,628 SH   SOLE   3,628 0 0
Adobe Inc. COM 00724F101   18,166 36,001 SH   SOLE   36,001 0 0
Aflac Incorporated COM 001055102   1,874 21,822 SH   SOLE   21,822 0 0
Air Products and Chemicals, Inc. COM 009158106   20,986 86,622 SH   SOLE   86,622 0 0
Alcon, Inc. ORD SHS H01301128   284 3,410 SH   SOLE   3,410 0 0
Allegion PLC ORD SHS G0176J109   585 4,346 SH   SOLE   4,346 0 0
Alphabet Inc. Class A CAP STK CL A 02079K305   8,310 55,060 SH   SOLE   55,060 0 0
Alphabet Inc. Class C CAP STK CL C 02079K107   32,021 210,302 SH   SOLE   210,302 0 0
Altria Group Inc COM 02209S103   576 13,216 SH   SOLE   13,216 0 0
Amazon.com, Inc. COM 023135106   45,514 252,322 SH   SOLE   252,322 0 0
American Express Company COM 025816109   2,637 11,580 SH   SOLE   11,580 0 0
American Tower Corporation COM 03027X100   25,571 129,414 SH   SOLE   129,414 0 0
American Water Works Co Inc COM 030420103   640 5,238 SH   SOLE   5,238 0 0
Amgen Inc. COM 031162100   2,408 8,468 SH   SOLE   8,468 0 0
Amphenol Corporation CL A 032095101   1,155 10,009 SH   SOLE   10,009 0 0
Analog Devices, Inc. COM 032654105   4,735 23,940 SH   SOLE   23,940 0 0
ANSYS, Inc. COM 03662Q105   33,678 97,011 SH   SOLE   97,011 0 0
Antero Midstream Corp. COM 03676B102   211 15,000 SH   SOLE   15,000 0 0
Apple Inc. COM 037833100   56,482 329,377 SH   SOLE   329,377 0 0
Applied Materials, Inc. COM 038222105   948 4,596 SH   SOLE   4,596 0 0
Aptargroup, Inc. COM 038336103   26,851 186,607 SH   SOLE   186,607 0 0
AT&T Inc. COM 00206R102   331 18,787 SH   SOLE   18,787 0 0
Automatic Data Processing, Inc. COM 053015103   17,931 71,799 SH   SOLE   71,799 0 0
Avery Dennison Corporation COM 053611109   670 3,000 SH   SOLE   3,000 0 0
Bank of New York Mellon Corporation COM 064058100   793 13,759 SH   SOLE   13,759 0 0
Baxter International Inc. COM 718131097   355 8,300 SH   SOLE   8,300 0 0
Becton, Dickinson and Company COM 075887109   2,459 9,938 SH   SOLE   9,938 0 0
Berkshire Hathaway Inc. Class A CL A 084670108   1,903 3 SH   SOLE   3 0 0
Berkshire Hathaway Inc. Class B CL B NEW 084670702   25,987 61,797 SH   SOLE   61,797 0 0
Blackstone Group Inc. Class A COM CL A 09260D107   359 2,732 SH   SOLE   2,732 0 0
Boston Scientific Corporation COM 101137107   585 8,544 SH   SOLE   8,544 0 0
Bristol-Myers Squibb Company COM 110122108   1,311 24,179 SH   SOLE   24,179 0 0
C.H. Robinson Worldwide, Inc. COM NEW 12541W209   1,870 24,563 SH   SOLE   24,563 0 0
Cambridge Bancorp COM 132152109   424 6,217 SH   SOLE   6,217 0 0
Canadian Pacific Kansas City COM 13646K108   228 2,588 SH   SOLE   2,588 0 0
Caterpillar Inc. COM 149123101   1,788 4,881 SH   SOLE   4,881 0 0
CDW Corp. COM 12514G108   205 800 SH   SOLE   800 0 0
Cheniere Energy COM NEW 16411R208   633 3,925 SH   SOLE   3,925 0 0
Chevron Corporation COM 166764100   17,645 111,860 SH   SOLE   111,860 0 0
Church & Dwight Co., Inc. COM 171340102   554 5,307 SH   SOLE   5,307 0 0
Cigna Corporation COM 125523100   302 831 SH   SOLE   831 0 0
Cisco Systems, Inc. COM 17275R102   1,130 22,636 SH   SOLE   22,636 0 0
Clorox Company COM 189054109   3,585 23,414 SH   SOLE   23,414 0 0
Coca-Cola Company COM 191216100   2,904 47,474 SH   SOLE   47,474 0 0
Cognizant Technology Solutions Corporation Class A CL A 192446102   229 3,120 SH   SOLE   3,120 0 0
Colgate-Palmolive Company COM 194162103   591 6,560 SH   SOLE   6,560 0 0
Comcast Corporation Class A CL A 20030N101   3,627 83,676 SH   SOLE   83,676 0 0
Conocophillips COM 20825C104   1,169 9,185 SH   SOLE   9,185 0 0
Constellation Brands, Inc. Class A CL A 21036P108   229 844 SH   SOLE   844 0 0
Copart, Inc. COM 217204106   316 5,464 SH   SOLE   5,464 0 0
Corning Inc COM 219350105   1,295 39,283 SH   SOLE   39,283 0 0
Costco Wholesale Corporation COM 22160K105   9,599 13,102 SH   SOLE   13,102 0 0
Crispr Therapeutics AG NAMEN AKT H17182108   651 9,550 SH   SOLE   9,550 0 0
CrowdStrike Holdings, Inc. Class A CL A 22788C105   443 1,383 SH   SOLE   1,383 0 0
CVS Health Corporation COM 126650100   10,473 131,305 SH   SOLE   131,305 0 0
Cyteir Therapeutics Inc COM 23284P103   73 24,197 SH   SOLE   24,197 0 0
Danaher Corporation COM 235851102   9,365 37,500 SH   SOLE   37,500 0 0
Deere & Company COM 244199105   339 825 SH   SOLE   825 0 0
Dexcom Inc. COM 252131107   203 1,462 SH   SOLE   1,462 0 0
Diageo PLC Sponsored ADR SPON ADR NEW 25243Q205   1,920 12,907 SH   SOLE   12,907 0 0
Diamondback Energy Inc COM 25278X109   1,189 6,000 SH   SOLE   6,000 0 0
Dollar Tree, Inc. COM 256746108   2,030 15,243 SH   SOLE   15,243 0 0
Dominion Energy Inc COM 25746U109   210 4,275 SH   SOLE   4,275 0 0
Dover Corporation COM 260003108   557 3,141 SH   SOLE   3,141 0 0
Duolingo, Inc. Class A CL A COM 26603R106   295 1,336 SH   SOLE   1,336 0 0
Eaton Corp. PLC SHS G29183103   11,438 36,579 SH   SOLE   36,579 0 0
Ecolab Inc. COM 278865100   23,508 101,811 SH   SOLE   101,811 0 0
Eli Lilly and Company COM 532457108   4,346 5,587 SH   SOLE   5,587 0 0
Emerson Electric Co. COM 291011104   1,074 9,471 SH   SOLE   9,471 0 0
Energy Select Sector SPDR Fund ENERGY 81369Y506   225 2,383 SH   SOLE   2,383 0 0
EOG Resources, Inc. COM 26875P101   9,297 72,726 SH   SOLE   72,726 0 0
Estee Lauder Companies Inc. Class A CL A 518439104   477 3,093 SH   SOLE   3,093 0 0
Exxon Mobil Corporation COM 30231G102   3,363 28,932 SH   SOLE   28,932 0 0
Fastenal Company COM 311900104   528 6,850 SH   SOLE   6,850 0 0
FedEx Corporation COM 31428X106   3,315 11,442 SH   SOLE   11,442 0 0
Ferrari NV COM N3167Y103   276 632 SH   SOLE   632 0 0
Fiserv, Inc. COM 337738108   675 4,225 SH   SOLE   4,225 0 0
Flextronics Int'l LTD ORD Y2573F102   292 10,217 SH   SOLE   10,217 0 0
Fortive Corp. COM 34959J108   367 4,263 SH   SOLE   4,263 0 0
GATX Corporation COM 361448103   830 6,194 SH   SOLE   6,194 0 0
GE Aerospace COM NEW 369604301   318 1,812 SH   SOLE   1,812 0 0
Generac Holdings Inc. COM 368736104   339 2,688 SH   SOLE   2,688 0 0
General Mills, Inc. COM 370334104   4,709 67,301 SH   SOLE   67,301 0 0
Gilead Sciences, Inc. COM 375558103   1,263 17,240 SH   SOLE   17,240 0 0
Ginkgo Bioworks CL A SHS 37611X100   26 22,500 SH   SOLE   22,500 0 0
Globalstar, Inc. COM 378973408   162 110,000 SH   SOLE   110,000 0 0
H&R Block, Inc. COM 936711050   442 9,000 SH   SOLE   9,000 0 0
Hologic, Inc. COM 436440101   1,515 19,436 SH   SOLE   19,436 0 0
Home Depot, Inc. COM 437076102   8,671 22,604 SH   SOLE   22,604 0 0
Honeywell International Inc. COM 438516106   1,243 6,056 SH   SOLE   6,056 0 0
Hubbell Incorporated Class B COM 443510607   4,931 11,880 SH   SOLE   11,880 0 0
IDEXX Laboratories, Inc. COM 45168D104   14,611 27,060 SH   SOLE   27,060 0 0
Illinois Tool Works Inc. COM 452308109   3,170 11,815 SH   SOLE   11,815 0 0
Illumina, Inc. COM 452327109   1,030 7,504 SH   SOLE   7,504 0 0
Ingersoll Rand Inc. COM 45687V106   1,078 11,356 SH   SOLE   11,356 0 0
Intel Corporation COM 458140100   1,882 42,607 SH   SOLE   42,607 0 0
International Business Machines Corporation COM 459200101   791 4,142 SH   SOLE   4,142 0 0
Intuit Inc. COM 461202103   919 1,414 SH   SOLE   1,414 0 0
Invesco QQQ Trust UNIT SER 1 46090E103   4,160 9,370 SH   SOLE   9,370 0 0
Invesco S&P 500 Low Volatility ETF S&P500 LOW VOL 46138E354   271 4,117 SH   SOLE   4,117 0 0
Invesco Variable Rate Preferred ETF VAR RATE PFD 46138G870   7,665 322,474 SH   SOLE   322,474 0 0
Iqvia Holdings Inc COM 46266C105   34,669 137,093 SH   SOLE   137,093 0 0
iShares 1-5 Year Investment Grade Corporate Bond ETF ISHS 1-5YR INVS 464288646   479 9,334 SH   SOLE   9,334 0 0
iShares Core S&P 500 ETF CORE S&P500 ETF 464287200   5,599 10,649 SH   SOLE   10,649 0 0
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 464287507   3,518 57,914 SH   SOLE   57,914 0 0
iShares Core S&P Small Cap ETF CORE S&P SCP ETF 464287804   7,500 67,858 SH   SOLE   67,858 0 0
iShares Core S&P Total U.S. Stock Market ETF CORE S&P TTL STK 464287150   259 2,250 SH   SOLE   2,250 0 0
iShares Expanded Tech Sector ETF EXPND TEC SC ETF 464287549   1,055 12,246 SH   SOLE   12,246 0 0
iShares Floating Rate Bond ETF FLTG RATE NT ETF 46429B655   2,022 39,609 SH   SOLE   39,609 0 0
iShares Gold Trust ISHARES NEW 464285204   390 9,275 SH   SOLE   9,275 0 0
iShares iBonds Treasury 2024 IBONDS 24 TRM TS 46436E874   2,574 107,505 SH   SOLE   107,505 0 0
iShares iBonds Treasury 2025 IBONDS 25 TRM TS 46436E866   2,225 95,781 SH   SOLE   95,781 0 0
iShares iBonds Treasury 2026 IBONDS 26 TRM TS 46436E858   1,742 76,712 SH   SOLE   76,712 0 0
iShares Micro-Cap ETF MICRO-CAP ETF 464288869   292 2,413 SH   SOLE   2,413 0 0
iShares Russell 1000 ETF RUS 1000 ETF 464287622   209 725 SH   SOLE   725 0 0
iShares Russell 1000 Growth ETF RUS 1000 GRW ETF 464287614   446 1,322 SH   SOLE   1,322 0 0
iShares Russell 2000 ETF RUSSELL 2000 ETF 464287655   1,338 6,362 SH   SOLE   6,362 0 0
iShares Russell 2000 Growth ETF RUS 2000 GRW ETF 464287648   1,246 4,602 SH   SOLE   4,602 0 0
iShares Russell Midcap ETF RUS MID CAP ETF 464287499   1,915 22,771 SH   SOLE   22,771 0 0
iShares S&P 500 Growth ETF S&P 500 GRWT ETF 464287309   2,146 25,409 SH   SOLE   25,409 0 0
iShares S&P 500 Value ETF S&P 500 VAL ETF 464287408   1,052 5,632 SH   SOLE   5,632 0 0
iShares S&P Mid-Cap 400 Value ETF S&P MC 400VL ETF 464287705   830 7,019 SH   SOLE   7,019 0 0
iShares S&P Small-Cap 600 Value ETF SP SMCP600VL ETF 464287879   471 4,584 SH   SOLE   4,584 0 0
iShares Short-Term National Muni Bond ETF SHRT NAT MUN ETF 464288158   294 2,807 SH   SOLE   2,807 0 0
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD 46434V860   1,642 32,395 SH   SOLE   32,395 0 0
iShares U.S. Technology ETF U.S. TECH ETF 464287721   1,364 10,100 SH   SOLE   10,100 0 0
Johnson & Johnson COM 478160104   14,217 89,874 SH   SOLE   89,874 0 0
Johnson Controls International PLC COM G51502105   327 4,999 SH   SOLE   4,999 0 0
JPMorgan Chase & Co. COM 46625H100   9,493 47,394 SH   SOLE   47,394 0 0
JPMorgan Ultra-Short Income ETF ULTRA SHRT INC 46641Q837   7,109 140,909 SH   SOLE   140,909 0 0
JPMorgan Ultra-Short Municipal Income ETF ULTRA SHT MUNCPL 46641Q654   492 9,689 SH   SOLE   9,689 0 0
Kellanova COM 487836108   928 16,192 SH   SOLE   16,192 0 0
Kimberly-Clark Corporation COM 494368103   1,007 7,783 SH   SOLE   7,783 0 0
Kinder Morgan Inc Class P COM 49456B101   527 28,745 SH   SOLE   28,745 0 0
Lennar Corporation Class A CL A 526057104   667 3,878 SH   SOLE   3,878 0 0
Lincoln Electric Holdings, Inc. COM 533900106   10,045 39,323 SH   SOLE   39,323 0 0
Linde PLC SHS G54950103   397 855 SH   SOLE   855 0 0
Lowe's Companies, Inc. COM 548661107   5,792 22,738 SH   SOLE   22,738 0 0
Marsh & McLennan Companies, Inc. COM 571748102   22,731 110,354 SH   SOLE   110,354 0 0
Mastercard Incorporated Class A CL A 57636Q104   650 1,350 SH   SOLE   1,350 0 0
McCormick & Company, Inc. COM NON VTG 579780206   12,351 160,804 SH   SOLE   160,804 0 0
McDonald's Corporation COM 580135101   9,380 33,270 SH   SOLE   33,270 0 0
Medtronic PLC SHS G5960L103   2,513 28,832 SH   SOLE   28,832 0 0
Merck & Co., Inc. COM 58933Y105   6,796 51,507 SH   SOLE   51,507 0 0
Meta Platforms CL A 30303M102   811 1,670 SH   SOLE   1,670 0 0
Microchip Technology Incorporated COM 595017104   757 8,438 SH   SOLE   8,438 0 0
Microsoft Corporation COM 594918104   56,719 134,815 SH   SOLE   134,815 0 0
Middleby Corporation COM 596278101   564 3,506 SH   SOLE   3,506 0 0
Moderna, Inc. COM 60770K107   250 2,343 SH   SOLE   2,343 0 0
Mondelez International, Inc. Class A CL A 609207105   2,046 29,231 SH   SOLE   29,231 0 0
Neogen Corporation COM 640491106   1,446 91,651 SH   SOLE   91,651 0 0
Nestle S.A. Sponsored ADR COM 641069406   9,887 93,097 SH   SOLE   93,097 0 0
NextEra Energy, Inc. COM 65339F101   17,618 275,672 SH   SOLE   275,672 0 0
Nextnav Inc COMMON STOCK 65345N106   823 125,000 SH   SOLE   125,000 0 0
NIKE, Inc. Class B CL B 654106103   15,012 159,741 SH   SOLE   159,741 0 0
Norfolk Southern Corporation COM 655844108   3,232 12,680 SH   SOLE   12,680 0 0
Northern Trust Corporation COM 665859104   364 4,097 SH   SOLE   4,097 0 0
Novartis AG Sponsored ADR SPONSORED ADR 66987V109   1,251 12,935 SH   SOLE   12,935 0 0
Novo Nordisk A/S Sponsored ADR Class B ADR 670100205   5,907 46,004 SH   SOLE   46,004 0 0
NVIDIA Corporation COM 67066G104   4,577 5,066 SH   SOLE   5,066 0 0
NXP Semiconductors COM N6596X109   230 930 SH   SOLE   930 0 0
Oracle Corporation COM 68389X105   2,326 18,520 SH   SOLE   18,520 0 0
Palantir Technologies Inc CL A 69608A108   575 25,000 SH   SOLE   25,000 0 0
Palo Alto Networks, Inc. COM 697435105   10,527 37,051 SH   SOLE   37,051 0 0
Parker-Hannifin Corporation COM 701094104   6,872 12,365 SH   SOLE   12,365 0 0
Paypal Holdings Inc COM 70450Y103   257 3,842 SH   SOLE   3,842 0 0
PepsiCo, Inc. COM 713448108   10,615 60,651 SH   SOLE   60,651 0 0
Pfizer Inc. COM 717081103   1,897 68,371 SH   SOLE   68,371 0 0
Philip Morris International Inc. COM 718172109   1,050 11,465 SH   SOLE   11,465 0 0
PNC Financial Services Group, Inc. COM 693475105   566 3,500 SH   SOLE   3,500 0 0
Primis Financial COM 74167B109   179 14,715 SH   SOLE   14,715 0 0
Procter & Gamble Company COM 742718109   11,068 68,217 SH   SOLE   68,217 0 0
Qualcomm Inc COM 747525103   3,146 18,580 SH   SOLE   18,580 0 0
Relay Therapeutics, Inc. COM 75943R102   103 12,397 SH   SOLE   12,397 0 0
Rockwell Automation, Inc. COM 773903109   24,193 83,043 SH   SOLE   83,043 0 0
Roper Technologies, Inc. COM 776696106   22,093 39,393 SH   SOLE   39,393 0 0
RPM International Inc. COM 749685103   3,694 31,055 SH   SOLE   31,055 0 0
RTX Corporation COM 75513E101   769 7,883 SH   SOLE   7,883 0 0
S&P Global, Inc. COM 78409V104   21,848 51,353 SH   SOLE   51,353 0 0
Salesforce, Inc. COM 79466L302   27,514 91,355 SH   SOLE   91,355 0 0
Schlumberger NV COM STK 806857108   202 3,683 SH   SOLE   3,683 0 0
Science Applications International Corp. COM 808625107   357 2,735 SH   SOLE   2,735 0 0
Seagate Technology Holdings SHS G7997R103   1,582 17,000 SH   SOLE   17,000 0 0
ServiceNow, Inc. COM 81762P102   17,206 22,568 SH   SOLE   22,568 0 0
Shell PLC ADR SPON ADS 780259305   570 8,502 SH   SOLE   8,502 0 0
Sherwin-Williams Company COM 824348106   9,236 26,591 SH   SOLE   26,591 0 0
Skyworks Solutions, Inc. COM 83088M102   534 4,930 SH   SOLE   4,930 0 0
Solaredge Technologies, Inc. COM 83417M104   1,540 21,696 SH   SOLE   21,696 0 0
SPDR Bloomberg Barclays Convertible Securities ETF BLMBRG BRC CONVRT 78464A359   256 3,510 SH   SOLE   3,510 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103   38,544 73,688 SH   SOLE   73,688 0 0
SPDR S&P Dividend ETF S&P DIVID ETF 78464A763   429 3,269 SH   SOLE   3,269 0 0
SPDR S&P Midcap 400 ETF Trust UTSER1 S&PDCRP 78467Y107   8,964 16,111 SH   SOLE   16,111 0 0
Sprott Physical Gold and Silver Trust TR UNIT 85208R101   245 12,056 SH   SOLE   12,056 0 0
Stanley Black & Decker, Inc. COM 854502101   204 2,083 SH   SOLE   2,083 0 0
Starbucks Corporation COM 855244109   795 8,703 SH   SOLE   8,703 0 0
Starwood Property Trust, Inc. COM 85571B105   1,199 58,954 SH   SOLE   58,954 0 0
Steris PLC SHS USD G8473T100   1,041 4,629 SH   SOLE   4,629 0 0
Stryker Corporation COM 863667101   21,898 61,190 SH   SOLE   61,190 0 0
Synopsys, Inc. COM 871607107   2,280 3,990 SH   SOLE   3,990 0 0
Sysco Corporation COM 871829107   472 5,812 SH   SOLE   5,812 0 0
Taiwan Semiconductor MFG. SPONSORED ADS 874039100   272 2,000 SH   SOLE   2,000 0 0
Target Corporation COM 87612E106   2,490 14,051 SH   SOLE   14,051 0 0
TE Connectivity LTD SHS H84989104   7,561 52,059 SH   SOLE   52,059 0 0
Teradyne, Inc. COM 880770102   12,605 111,720 SH   SOLE   111,720 0 0
Texas Instruments Incorporated COM 882508104   375 2,150 SH   SOLE   2,150 0 0
Thermo Fisher Scientific Inc. COM 883556102   22,347 38,449 SH   SOLE   38,449 0 0
TJX Companies Inc COM 872540109   3,471 34,223 SH   SOLE   34,223 0 0
Trade Desk, Inc. Class A COM CL A 88339J105   210 2,400 SH   SOLE   2,400 0 0
Trane Technologies plc SHS G8994E103   3,333 11,104 SH   SOLE   11,104 0 0
Travelers Companies, Inc. COM 89417E109   207 900 SH   SOLE   900 0 0
Trimble Inc. COM 896239100   262 4,075 SH   SOLE   4,075 0 0
Tyler Technologies, Inc. COM 902252105   1,693 3,983 SH   SOLE   3,983 0 0
U.S. Bancorp COM NEW 902973304   209 4,672 SH   SOLE   4,672 0 0
Unilever PLC Sponsored ADR SPON ADR NEW 904767704   205 4,090 SH   SOLE   4,090 0 0
Union Pacific Corporation COM 907818108   32,709 133,001 SH   SOLE   133,001 0 0
United Parcel Service, Inc. Class B CL B 911312106   562 3,779 SH   SOLE   3,779 0 0
UnitedHealth Group Incorporated COM 91324P102   2,371 4,793 SH   SOLE   4,793 0 0
VanEck Morningstar International Moat ETF MORNINGSTAR INTL 92189F593   283 9,085 SH   SOLE   9,085 0 0
VanEck Morningstar Wide Moat ETF MORNINGSTAR WIDE 92189F643   3,563 39,630 SH   SOLE   39,630 0 0
VanEck Vectors Short Muni ETF VANECK SHRT MUNI 92189F528   237 13,896 SH   SOLE   13,896 0 0
Vanguard Dividend Appreciation ETF DIV APP ETF 921908844   8,969 49,118 SH   SOLE   49,118 0 0
Vanguard Energy ETF ENERGY ETF 92204A306   232 1,759 SH   SOLE   1,759 0 0
Vanguard Extended Market ETF EXTEND MKT ETF 922908652   8,428 48,088 SH   SOLE   48,088 0 0
Vanguard FTSE All-World ex-US ETF ALLWRLD EX US 922042775   2,398 40,888 SH   SOLE   40,888 0 0
Vanguard FTSE Developed Markets ETF FTSE DEV MKT ETF 921943858   3,050 60,785 SH   SOLE   60,785 0 0
Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF 922042858   678 16,239 SH   SOLE   16,239 0 0
Vanguard High Dividend Yield Index ETF HIGH DIV YLD 921946406   584 4,830 SH   SOLE   4,830 0 0
Vanguard Intermediate-Term Bond ETF INTERMED TERM 921937819   3,170 42,045 SH   SOLE   42,045 0 0
Vanguard Intermediate-Term Corporate Bond ETF INT-TERM CORP 92206C870   202 2,515 SH   SOLE   2,515 0 0
Vanguard Intermediate-Term Treasury ETF INTER TERM TREAS 92206C706   665 11,358 SH   SOLE   11,358 0 0
Vanguard Large-Cap ETF LARGE CAP ETF 922908637   2,587 10,791 SH   SOLE   10,791 0 0
Vanguard Long-Term Bond ETF LONG TERM BOND 921937793   414 5,727 SH   SOLE   5,727 0 0
Vanguard Mid-Cap ETF MID CAP ETF 922908629   1,527 6,110 SH   SOLE   6,110 0 0
Vanguard Real Estate ETF REAL ESTATE ETF 922908553   1,540 17,805 SH   SOLE   17,805 0 0
Vanguard S&P 500 ETF S&P 500 ETF SHS 922908363   5,784 12,032 SH   SOLE   12,032 0 0
Vanguard Short-Term Bond ETF SHORT TRM BOND 921937827   7,170 93,517 SH   SOLE   93,517 0 0
Vanguard Short-Term Corporate Bond ETF SHRT TRM CORP BD 92206C409   8,330 107,749 SH   SOLE   107,749 0 0
Vanguard Short-Term Inflation-Protected Securities ETF STRM INFPROIDX 922020805   7,406 154,643 SH   SOLE   154,643 0 0
Vanguard Short-Term Treasury ETF SHORT TERM TREAS 92206C102   4,214 72,576 SH   SOLE   72,576 0 0
Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835   1,562 21,510 SH   SOLE   21,510 0 0
Vanguard Total International Stock ETF VG TL INTL STK F 921909768   2,275 37,734 SH   SOLE   37,734 0 0
Vanguard Total Stock Market ETF TOTAL STK MKT 922908769   5,920 22,778 SH   SOLE   22,778 0 0
Veralto Corp-W/I COM SHS 92338C103   432 4,873 SH   SOLE   4,873 0 0
Verizon Communications Inc. COM 92343V104   3,604 85,892 SH   SOLE   85,892 0 0
Viewra, Inc COM 92672L107   0 10,000 SH   SOLE   10,000 0 0
Visa Inc. Class A COM CL A 92826C839   39,247 140,631 SH   SOLE   140,631 0 0
Walmart Inc. COM 931142103   1,272 21,148 SH   SOLE   21,148 0 0
Walt Disney Company COM 254687106   10,605 86,674 SH   SOLE   86,674 0 0
Waste Management, Inc. COM 94106L109   3,769 17,682 SH   SOLE   17,682 0 0
Waters Corporation COM 941848103   260 756 SH   SOLE   756 0 0
WEC Energy Group Inc COM 92939U106   431 5,251 SH   SOLE   5,251 0 0
Wells Fargo & Company COM 949746101   214 3,698 SH   SOLE   3,698 0 0
Welltower, Inc. COM 95040Q104   2,392 25,594 SH   SOLE   25,594 0 0
Weyerhaeuser Company COM NEW 962166104   1,457 40,561 SH   SOLE   40,561 0 0
WisdomTree Emerging Markets SmallCap Dividend Fund EMG MKTS SMCAP 97717W281   589 11,590 SH   SOLE   11,590 0 0
Wolfspeed Inc COM 977852102   535 18,129 SH   SOLE   18,129 0 0
Xylem Inc. COM 98419M100   10,331 79,940 SH   SOLE   79,940 0 0
Yum China Holdings, Inc. COM 98850P109   277 6,972 SH   SOLE   6,972 0 0
Zebra Technologies Corporation Class A CL A 989207105   24,316 80,666 SH   SOLE   80,666 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102   380 2,883 SH   SOLE   2,883 0 0