The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579y101 | 358 | 3,239 | SH | SOLE | 3,239 | 0 | 0 | ||
ABBOTT LABS | COM | 002824100 | 14,428 | 149,107 | SH | SOLE | 149,107 | 0 | 0 | ||
ABBVIE INC | COM | 00287y109 | 1,079 | 8,041 | SH | SOLE | 8,041 | 0 | 0 | ||
ADOBE INC | COM | 00724f101 | 8,317 | 30,220 | SH | SOLE | 30,220 | 0 | 0 | ||
AIR PRODUCTS & CHEMICALS INC | COM | 009158106 | 726 | 3,120 | SH | SOLE | 3,120 | 0 | 0 | ||
ALPHABET INC CL A | COM | 02079k305 | 20,988 | 219,420 | SH | SOLE | 219,420 | 0 | 0 | ||
ALPHABET INC CL C | COM | 02079k107 | 972 | 10,105 | SH | SOLE | 10,105 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 21,407 | 189,445 | SH | SOLE | 189,445 | 0 | 0 | ||
AMERICAN TOWER CORP REIT | COM | 03027x100 | 4,958 | 23,092 | SH | SOLE | 23,092 | 0 | 0 | ||
AMN HEALTHCARE SVCS INC | COM | 001744101 | 201 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 609 | 4,372 | SH | SOLE | 4,372 | 0 | 0 | ||
ANGI INC CL A | COM | 00183l102 | 782 | 265,193 | SH | SOLE | 265,193 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 35,417 | 256,273 | SH | SOLE | 256,273 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING INC | COM | 053015103 | 2,351 | 10,396 | SH | SOLE | 10,396 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING INC | COM | 053015103 | 16 | 100 | SH | DFND | 100 | 0 | 0 | ||
BANK OF AMERICA CORP | COM | 060505104 | 15,214 | 503,774 | SH | SOLE | 503,774 | 0 | 0 | ||
BANK OF NOVA SCOTIA HALIFAX | COM | 064149107 | 285 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
BECTON DICKINSON | COM | 075887109 | 7,670 | 34,422 | SH | SOLE | 34,422 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC CL A | COM | 084670108 | 406 | 1 | SH | SOLE | 1 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC-CL B | COM | 084670702 | 910 | 3,408 | SH | SOLE | 3,408 | 0 | 0 | ||
BEYOND AIR INC | COM | 08862l103 | 261 | 35,020 | SH | SOLE | 35,020 | 0 | 0 | ||
BIOGEN INC | COM | 09062x103 | 560 | 2,099 | SH | SOLE | 2,099 | 0 | 0 | ||
BLACKROCK INC CL A | COM | 09247x101 | 6,382 | 11,597 | SH | SOLE | 11,597 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 320 | 2,641 | SH | SOLE | 2,641 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 10,053 | 141,414 | SH | SOLE | 141,414 | 0 | 0 | ||
BROADCOM INC | COM | 11135f101 | 9,880 | 22,251 | SH | SOLE | 22,251 | 0 | 0 | ||
CAMBRIDGE BANCORP | COM | 132152109 | 432 | 5,416 | SH | SOLE | 5,416 | 0 | 0 | ||
CANADIAN NATIONAL RAILWAY CO | COM | 136375102 | 455 | 4,210 | SH | SOLE | 4,210 | 0 | 0 | ||
CARRIER GLOBAL CORP | COM | 14448c104 | 228 | 6,425 | SH | SOLE | 6,425 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LTD | COM | m22465104 | 203 | 1,815 | SH | SOLE | 1,815 | 0 | 0 | ||
CHEVRON CORPORATION | COM | 166764100 | 861 | 5,992 | SH | SOLE | 5,992 | 0 | 0 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 609 | 8,520 | SH | SOLE | 8,520 | 0 | 0 | ||
CISCO SYSTEMS INC | COM | 17275r102 | 451 | 11,294 | SH | SOLE | 11,294 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 14,256 | 254,488 | SH | SOLE | 254,488 | 0 | 0 | ||
CORTEVA INC | COM | 22052l104 | 281 | 4,917 | SH | SOLE | 4,917 | 0 | 0 | ||
DANAHER CORP | COM | 235851102 | 6,309 | 24,427 | SH | SOLE | 24,427 | 0 | 0 | ||
DISNEY WALT CO NEW | COM | 254687106 | 289 | 3,061 | SH | SOLE | 3,061 | 0 | 0 | ||
DOW INC | COM | 260557103 | 226 | 5,148 | SH | SOLE | 5,148 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614n102 | 244 | 4,841 | SH | SOLE | 4,841 | 0 | 0 | ||
ECOLAB INC | COM | 278865100 | 5,120 | 35,451 | SH | SOLE | 35,451 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 27176e108 | 436 | 5,285 | SH | SOLE | 5,285 | 0 | 0 | ||
EMERSON ELEC CO | COM | 291011104 | 875 | 11,953 | SH | SOLE | 11,953 | 0 | 0 | ||
ENERGY SELECT SECTOR SPDR | COM | 81369y506 | 15,814 | 219,577 | SH | SOLE | 219,577 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231g102 | 3,514 | 40,253 | SH | SOLE | 40,253 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 477 | 5,096 | SH | SOLE | 5,096 | 0 | 0 | ||
GENUINE PARTS CO | COM | 372460105 | 428 | 2,865 | SH | SOLE | 2,865 | 0 | 0 | ||
HEINEKEN HOLDING NV | COM | 00b0cch46 | 254 | 3,680 | SH | SOLE | 3,680 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 7,846 | 28,433 | SH | SOLE | 28,433 | 0 | 0 | ||
HONEYWELL INTERNATIONAL INC | COM | 438516106 | 10,956 | 65,615 | SH | SOLE | 65,615 | 0 | 0 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 352 | 1,950 | SH | SOLE | 1,950 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 739 | 28,686 | SH | SOLE | 28,686 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE INC | COM | 45866f104 | 8,356 | 92,485 | SH | SOLE | 92,485 | 0 | 0 | ||
INTL BUSINESS MACHINES CORP | COM | 459200101 | 9,640 | 81,141 | SH | SOLE | 81,141 | 0 | 0 | ||
INTUIT INC | COM | 461202103 | 760 | 1,963 | SH | SOLE | 1,963 | 0 | 0 | ||
ISHARES 7-10 YEAR TREASURY B | COM | 464287440 | 308 | 3,206 | SH | SOLE | 3,206 | 0 | 0 | ||
ISHARES BIOTECHNOLOGY ETF | COM | 464287556 | 6,891 | 58,914 | SH | SOLE | 58,914 | 0 | 0 | ||
ISHARES CORE S&P MID-CAP ETF | COM | 464287507 | 12,681 | 57,837 | SH | SOLE | 57,837 | 0 | 0 | ||
ISHARES CORE S&P TOTAL US | COM | 464287150 | 4,771 | 59,984 | SH | SOLE | 59,984 | 0 | 0 | ||
ISHARES GOLD TRUST | COM | 464285204 | 45,214 | 1,433,994 | SH | SOLE | 1,433,994 | 0 | 0 | ||
ISHARES MSCI KLD 400 SOCIAL ETF | COM | 464288570 | 823 | 12,295 | SH | SOLE | 12,295 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 18,565 | 113,645 | SH | SOLE | 113,645 | 0 | 0 | ||
JP MORGAN CHASE & CO | COM | 46625h100 | 13,279 | 127,076 | SH | SOLE | 127,076 | 0 | 0 | ||
JPM ULTRA-SHORT MUNI INCOME | COM | 46641q654 | 243 | 4,833 | SH | SOLE | 4,833 | 0 | 0 | ||
JPMORGAN ULTRA-SHORT INCOME ETF | COM | 46641q837 | 244 | 4,873 | SH | SOLE | 4,873 | 0 | 0 | ||
LILLY ELI & CO | COM | 532457108 | 521 | 1,612 | SH | SOLE | 1,612 | 0 | 0 | ||
LINDE PLC | COM | g5494j103 | 13,831 | 51,304 | SH | SOLE | 51,304 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 38 | 200 | SH | DFND | 200 | 0 | 0 | ||
MASTERCARD INC CL A | COM | 57636q104 | 804 | 2,826 | SH | SOLE | 2,826 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 890 | 3,857 | SH | SOLE | 3,857 | 0 | 0 | ||
MERCK & CO INC | COM | 58933y105 | 17,986 | 208,844 | SH | SOLE | 208,844 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 35,962 | 154,411 | SH | SOLE | 154,411 | 0 | 0 | ||
NESTLE SA SPONS ADR | COM | 641069406 | 9,783 | 90,907 | SH | SOLE | 90,907 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339f101 | 18,709 | 238,602 | SH | SOLE | 238,602 | 0 | 0 | ||
NVIDIA CORP | COM | 67066g104 | 8,545 | 70,391 | SH | SOLE | 70,391 | 0 | 0 | ||
PAYPAL HOLDINGS INC | COM | 70450y103 | 6,487 | 75,367 | SH | SOLE | 75,367 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 15,136 | 92,713 | SH | SOLE | 92,713 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 23 | 100 | SH | DFND | 100 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 892 | 20,378 | SH | SOLE | 20,378 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 66 | 1,511 | SH | DFND | 1,511 | 0 | 0 | ||
PNC FINANCIAL SERVICES GROUP | COM | 693475105 | 542 | 3,628 | SH | SOLE | 3,628 | 0 | 0 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 14,791 | 117,155 | SH | SOLE | 117,155 | 0 | 0 | ||
PROGRESS SOFTWARE CORP | COM | 743312100 | 2,174 | 51,095 | SH | SOLE | 51,095 | 0 | 0 | ||
PROGRESSIVE CORP | COM | 743315103 | 5,333 | 45,888 | SH | SOLE | 45,888 | 0 | 0 | ||
PROLOGIS INC REIT | COM | 74340w103 | 5,845 | 57,529 | SH | SOLE | 57,529 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 755111507 | 644 | 7,866 | SH | SOLE | 7,866 | 0 | 0 | ||
RIO TINTO PLC SPONS ADR | COM | 767204100 | 3,707 | 67,329 | SH | SOLE | 67,329 | 0 | 0 | ||
ROYAL BANK OF CANADA | COM | 780087102 | 504 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
SALESFORCE INC | COM | 79466l302 | 6,389 | 44,416 | SH | SOLE | 44,416 | 0 | 0 | ||
SPDR GOLD TRUST | COM | 78463v107 | 823 | 5,318 | SH | SOLE | 5,318 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 302 | 3,580 | SH | SOLE | 3,580 | 0 | 0 | ||
STATE STREET CORP | COM | 857477103 | 323 | 5,305 | SH | SOLE | 5,305 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 734 | 3,626 | SH | SOLE | 3,626 | 0 | 0 | ||
TARGET CORP | COM | 87612e106 | 377 | 2,540 | SH | SOLE | 2,540 | 0 | 0 | ||
TESLA INC | COM | 88160r101 | 235 | 887 | SH | SOLE | 887 | 0 | 0 | ||
TJX COS INC | COM | 872540109 | 8,855 | 142,541 | SH | SOLE | 142,541 | 0 | 0 | ||
TYHEE GOLD CORP | COM | 00b3bk3m2 | 42 | 5,194,000 | SH | SOLE | 5,194,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 15,892 | 81,572 | SH | SOLE | 81,572 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324p102 | 14,478 | 28,668 | SH | SOLE | 28,668 | 0 | 0 | ||
US BANCORP NEW | COM | 902973304 | 560 | 13,877 | SH | SOLE | 13,877 | 0 | 0 | ||
VANGUARD DIVIDEND APPREC ETF | COM | 921908844 | 3,872 | 28,650 | SH | SOLE | 28,650 | 0 | 0 | ||
VANGUARD FTSE EMERGING MARKETS ETF | COM | 922042858 | 12,039 | 329,931 | SH | SOLE | 329,931 | 0 | 0 | ||
VANGUARD SHORT TERM CORP BOND ETF | COM | 92206c409 | 367 | 4,944 | SH | SOLE | 4,944 | 0 | 0 | ||
VERIZON COMMUNICATIONS | COM | 92343v104 | 8,578 | 225,909 | SH | SOLE | 225,909 | 0 | 0 | ||
VISA INC CL A | COM | 92826c839 | 11,294 | 63,572 | SH | SOLE | 63,572 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 10,805 | 83,307 | SH | SOLE | 83,307 | 0 | 0 | ||
WEYERHAEUSER CO REIT | COM | 962166104 | 460 | 16,101 | SH | SOLE | 16,101 | 0 | 0 | ||
WI2WI CORP | COM | 00b973xc7 | 9 | 518,500 | SH | SOLE | 518,500 | 0 | 0 | ||
XYLEM INC | COM | 98419m100 | 8,526 | 97,594 | SH | SOLE | 97,594 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 344 | 3,235 | SH | SOLE | 3,235 | 0 | 0 | ||
ZOETIS INC | COM | 98978v103 | 12,725 | 85,813 | SH | SOLE | 85,813 | 0 | 0 | ||
ZOETIS INC | COM | 98978v103 | 71 | 476 | SH | DFND | 476 | 0 | 0 |