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
RTX CORPORATION COM 75513E101   6,691 79,525 SH   SOLE   0 0 79,525
DANAHER CORPORATION COM 235851102   489 2,112 SH   SOLE   0 0 2,112
ISHARES TR NATIONAL MUN ETF 464288414   9,311 85,886 SH   SOLE   0 0 85,886
BECTON DICKINSON & CO COM 075887109   504 2,069 SH   SOLE   0 0 2,069
SPDR S&P 500 ETF TR TR UNIT 78462F103   50,103 105,411 SH   SOLE   278 0 105,133
BOSTON SCIENTIFIC CORP COM 101137107   11,013 190,501 SH   SOLE   0 0 190,501
MASTERCARD INCORPORATED CL A 57636Q104   5,747 13,475 SH   SOLE   756 0 12,719
INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263   808 15,239 SH   SOLE   0 0 15,239
INTUITIVE SURGICAL INC COM NEW 46120E602   413 1,223 SH   SOLE   0 0 1,223
ISHARES TR SELECT DIVID ETF 464287168   41,437 353,502 SH   SOLE   0 0 353,502
STATE STR CORP COM 857477103   1,081 13,957 SH   SOLE   0 0 13,957
ADOBE INC COM 00724F101   2,215 3,712 SH   SOLE   0 0 3,712
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   2,850 39,223 SH   SOLE   0 0 39,223
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   232 2,980 SH   SOLE   0 0 2,980
GENUINE PARTS CO COM 372460105   578 4,174 SH   SOLE   0 0 4,174
HINGHAM INSTN SVGS MASS COM 433323102   1,820 9,364 SH   SOLE   0 0 9,364
GLOBAL PARTNERS LP COM UNITS 37946R109   816 19,284 SH   SOLE   0 0 19,284
PACER FDS TR US CASH COWS 100 69374H881   37,734 725,784 SH   SOLE   0 0 725,784
SELECT SECTOR SPDR TR ENERGY 81369Y506   630 7,519 SH   SOLE   0 0 7,519
ISHARES TR MSCI USA MIN VOL 46429B697   71,248 913,087 SH   SOLE   3,034 0 910,053
QUALCOMM INC COM 747525103   22,391 154,816 SH   SOLE   531 0 154,285
LOWES COS INC COM 548661107   3,863 17,358 SH   SOLE   448 0 16,910
TARGET CORP COM 87612E106   301 2,113 SH   SOLE   0 0 2,113
PAYCHEX INC COM 704326107   319 2,680 SH   SOLE   0 0 2,680
UNION PAC CORP COM 907818108   3,471 14,130 SH   SOLE   115 0 14,015
ISHARES TR INTL SEL DIV ETF 464288448   3,157 112,782 SH   SOLE   0 0 112,782
CATERPILLAR INC COM 149123101   2,597 8,782 SH   SOLE   0 0 8,782
T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404   2,744 77,796 SH   SOLE   0 0 77,796
NEOGEN CORP COM 640491106   248 12,310 SH   SOLE   0 0 12,310
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730   1,464 53,926 SH   SOLE   0 0 53,926
XCEL ENERGY INC COM 98389B100   230 3,710 SH   SOLE   0 0 3,710
APPLE INC COM 037833100   141,758 736,292 SH   SOLE   4,949 0 731,343
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   272 4,443 SH   SOLE   0 0 4,443
VALVOLINE INC COM 92047W101   809 21,519 SH   SOLE   0 0 21,519
VANGUARD INDEX FDS GROWTH ETF 922908736   306 984 SH   SOLE   0 0 984
MILLERKNOLL INC COM 600544100   925 34,665 SH   SOLE   0 0 34,665
MODERNA INC COM 60770K107   591 5,943 SH   SOLE   0 0 5,943
ISHARES TR ESG AW MSCI EAFE 46435G516   1,167 15,455 SH   SOLE   0 0 15,455
PHILIP MORRIS INTL INC COM 718172109   405 4,302 SH   SOLE   0 0 4,302
TEXAS INSTRS INC COM 882508104   438 2,570 SH   SOLE   0 0 2,570
NORFOLK SOUTHN CORP COM 655844108   445 1,884 SH   SOLE   0 0 1,884
EDWARDS LIFESCIENCES CORP COM 28176E108   1,338 17,544 SH   SOLE   675 0 16,869
ISHARES TR EAFE SML CP ETF 464288273   4,664 75,346 SH   SOLE   480 0 74,866
DELTA AIR LINES INC DEL COM NEW 247361702   408 10,154 SH   SOLE   0 0 10,154
APPLOVIN CORP COM CL A 03831W108   2,582 64,799 SH   SOLE   0 0 64,799
ENTERPRISE PRODS PARTNERS L COM 293792107   546 20,734 SH   SOLE   1,500 0 19,234
ISHARES TR U.S. BAS MTL ETF 464287838   2,242 16,230 SH   SOLE   0 0 16,230
MORGAN STANLEY ETF TRUST EATON VANCE HIGH 61774R809   1,250 23,575 SH   SOLE   0 0 23,575
DUKE ENERGY CORP NEW COM NEW 26441C204   1,563 16,103 SH   SOLE   0 0 16,103
VALLEY NATL BANCORP COM 919794107   247 22,719 SH   SOLE   0 0 22,719
ISHARES TR U.S. TECH ETF 464287721   457 3,723 SH   SOLE   400 0 3,323
WALMART INC COM 931142103   4,578 29,041 SH   SOLE   636 0 28,405
INTEL CORP COM 458140100   2,779 55,294 SH   SOLE   0 0 55,294
EXTRA SPACE STORAGE INC COM 30225T102   18,546 115,675 SH   SOLE   1,103 0 114,572
ISHARES TR ESG AWRE 1 5 YR 46435G243   1,232 50,330 SH   SOLE   0 0 50,330
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755   2,834 84,029 SH   SOLE   0 0 84,029
ISHARES TR SP SMCP600VL ETF 464287879   4,923 47,764 SH   SOLE   0 0 47,764
FEDEX CORP COM 31428X106   2,779 10,986 SH   SOLE   674 0 10,312
JPMORGAN CHASE & CO COM 46625H100   37,122 218,234 SH   SOLE   1,241 0 216,993
EQUINIX INC COM 29444U700   494 613 SH   SOLE   0 0 613
EXXON MOBIL CORP COM 30231G102   52,957 529,675 SH   SOLE   0 0 529,675
ROCKWELL AUTOMATION INC COM 773903109   265 853 SH   SOLE   0 0 853
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   730 26,757 SH   SOLE   0 0 26,757
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   6,727 128,646 SH   SOLE   703 0 127,943
COMCAST CORP NEW CL A 20030N101   16,394 373,875 SH   SOLE   6,870 0 367,005
ANALOG DEVICES INC COM 032654105   926 4,662 SH   SOLE   0 0 4,662
ISHARES TR RUS 2000 GRW ETF 464287648   13,845 54,894 SH   SOLE   12,450 0 42,444
CHURCH & DWIGHT CO INC COM 171340102   335 3,548 SH   SOLE   0 0 3,548
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   865 5,475 SH   SOLE   350 0 5,125
ISHARES TR RUSSELL 3000 ETF 464287689   2,666 9,738 SH   SOLE   0 0 9,738
INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735   830 25,546 SH   SOLE   0 0 25,546
ISHARES INC CORE MSCI EMKT 46434G103   2,187 43,238 SH   SOLE   485 0 42,753
EATON CORP PLC SHS G29183103   650 2,698 SH   SOLE   0 0 2,698
ISHARES TR PFD AND INCM SEC 464288687   6,875 220,439 SH   SOLE   0 0 220,439
ISHARES TR MSCI EAFE MIN VL 46429B689   1,148 16,562 SH   SOLE   480 0 16,082
CHEVRON CORP NEW COM 166764100   12,234 82,018 SH   SOLE   1,425 0 80,593
VANGUARD INDEX FDS VALUE ETF 922908744   379 2,536 SH   SOLE   0 0 2,536
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   380 2,426 SH   SOLE   0 0 2,426
SYSCO CORP COM 871829107   1,077 14,730 SH   SOLE   0 0 14,730
QUANTA SVCS INC COM 74762E102   374 1,733 SH   SOLE   0 0 1,733
HERSHEY CO COM 427866108   350 1,878 SH   SOLE   0 0 1,878
PALANTIR TECHNOLOGIES INC CL A 69608A108   349 20,319 SH   SOLE   0 0 20,319
AMETEK INC COM 031100100   305 1,848 SH   SOLE   0 0 1,848
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100   4,674 51,352 SH   SOLE   0 0 51,352
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   1,088 29,436 SH   SOLE   0 0 29,436
INVESCO EXCHANGE TRADED FD T PHARMACEUTICALS 46137V662   483 6,341 SH   SOLE   1,221 0 5,120
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664   8,883 214,411 SH   SOLE   1,248 0 213,164
ISHARES TR IBOXX INV CP ETF 464287242   27,167 245,499 SH   SOLE   0 0 245,499
D R HORTON INC COM 23331A109   634 4,174 SH   SOLE   0 0 4,174
VANGUARD INDEX FDS MID CAP ETF 922908629   550 2,366 SH   SOLE   0 0 2,366
ISHARES TR CORE DIV GRWTH 46434V621   736 13,675 SH   SOLE   0 0 13,675
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   4,647 27,271 SH   SOLE   715 0 26,556
ITRON INC NOTE 3/1 465741AN6   21 23,000 PRN   SOLE   0 0 23,000
ZOETIS INC CL A 98978V103   6,241 31,621 SH   SOLE   1,100 0 30,521
ISHARES INC MSCI WORLD ETF 464286392   551 4,143 SH   SOLE   0 0 4,143
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   223 2,886 SH   SOLE   0 0 2,886
ISHARES TR CORE S&P TTL STK 464287150   637 6,055 SH   SOLE   0 0 6,055
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   29,109 395,772 SH   SOLE   63,099 0 332,673
SPDR SER TR PORTFOLIO S&P500 78464A854   240 4,300 SH   SOLE   0 0 4,300
ILLINOIS TOOL WKS INC COM 452308109   2,830 10,804 SH   SOLE   0 0 10,804
MANULIFE FINL CORP COM 56501R106   16,856 762,727 SH   SOLE   7,871 0 754,856
PINTEREST INC CL A 72352L106   430 11,601 SH   SOLE   0 0 11,601
QUEST DIAGNOSTICS INC COM 74834L100   416 3,018 SH   SOLE   0 0 3,018
TJX COS INC NEW COM 872540109   2,753 29,347 SH   SOLE   500 0 28,847
AUTOMATIC DATA PROCESSING IN COM 053015103   4,070 17,471 SH   SOLE   160 0 17,311
FIRST TR VALUE LINE DIVID IN SHS 33734H106   533 13,149 SH   SOLE   0 0 13,149
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   699 2,786 SH   SOLE   0 0 2,786
DNP SELECT INCOME FD INC COM 23325P104   425 50,080 SH   SOLE   0 0 50,080
ROBLOX CORP CL A 771049103   336 7,357 SH   SOLE   0 0 7,357
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597   3,994 106,530 SH   SOLE   0 0 106,530
UBER TECHNOLOGIES INC NOTE 12/1 90353TAJ9   23 23,000 PRN   SOLE   0 0 23,000
J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209   5,533 101,855 SH   SOLE   0 0 101,855
WISDOMTREE TR US HIGH DIVIDEND 97717W208   204 2,480 SH   SOLE   0 0 2,480
FORGE GLOBAL HOLDINGS INC COM 34629L103   136 39,600 SH   SOLE   0 0 39,600
ISHARES TR AGGRES ALLOC ETF 464289859   364 5,270 SH   SOLE   0 0 5,270
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   2,121 4,180 SH   SOLE   0 0 4,180
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,171 4 SH   SOLE   0 0 4
ISHARES TR IBOXX HI YD ETF 464288513   16,952 219,051 SH   SOLE   0 0 219,051
CHUBB LIMITED COM H1467J104   946 4,184 SH   SOLE   0 0 4,184
WARNER BROS DISCOVERY INC COM SER A 934423104   242 21,245 SH   SOLE   0 0 21,245
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   503 4,370 SH   SOLE   0 0 4,370
CSX CORP COM 126408103   203 5,862 SH   SOLE   0 0 5,862
CARRIER GLOBAL CORPORATION COM 14448C104   375 6,529 SH   SOLE   0 0 6,529
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   898 8,045 SH   SOLE   0 0 8,045
COCA COLA CO COM 191216100   21,058 357,338 SH   SOLE   5,369 0 351,969
WELLS FARGO CO NEW COM 949746101   206 4,177 SH   SOLE   0 0 4,177
INTERNATIONAL PAPER CO COM 460146103   319 8,816 SH   SOLE   0 0 8,816
TESLA INC COM 88160R101   3,761 15,138 SH   SOLE   27 0 15,111
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613   2,580 73,305 SH   SOLE   4,850 0 68,455
NVIDIA CORPORATION COM 67066G104   17,181 34,694 SH   SOLE   443 0 34,251
ISHARES TR S&P MC 400GR ETF 464287606   4,964 62,658 SH   SOLE   385 0 62,273
NETFLIX INC COM 64110L106   2,135 4,386 SH   SOLE   154 0 4,232
AMGEN INC COM 031162100   23,088 80,162 SH   SOLE   1,144 0 79,017
INVESCO QQQ TR UNIT SER 1 46090E103   72,090 176,036 SH   SOLE   31,486 0 144,550
ISHARES TR S&P 500 GRWT ETF 464287309   31,843 424,013 SH   SOLE   3,430 0 420,583
ISHARES TR ESG AWARE MSCI 46435U663   1,108 29,159 SH   SOLE   0 0 29,159
VERIZON COMMUNICATIONS INC COM 92343V104   3,642 96,618 SH   SOLE   1,440 0 95,178
SIRIUS XM HOLDINGS INC COM 82968B103   91 16,548 SH   SOLE   0 0 16,548
VANGUARD WORLD FD MEGA GRWTH IND 921910816   280 1,081 SH   SOLE   0 0 1,081
BURLINGTON STORES INC NOTE 2.250% 4/1 122017AB2   15 14,000 PRN   SOLE   0 0 14,000
VINCERX PHARMA INC COM NEW 92731L106   13 10,900 SH   SOLE   0 0 10,900
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,822 28,776 SH   SOLE   740 0 28,036
NORTHROP GRUMMAN CORP COM 666807102   709 1,515 SH   SOLE   0 0 1,515
ISHARES TR CORE MSCI EAFE 46432F842   5,622 79,912 SH   SOLE   100 0 79,812
ISHARES TR CORE S&P MCP ETF 464287507   44,863 161,872 SH   SOLE   16,000 0 145,872
ISHARES TR DOW JONES US ETF 464287846   837 7,186 SH   SOLE   0 0 7,186
MICROSOFT CORP COM 594918104   112,531 299,253 SH   SOLE   2,140 0 297,114
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   3,717 65,910 SH   SOLE   0 0 65,910
UPWORK INC COM 91688F104   159 10,724 SH   SOLE   0 0 10,724
ISHARES TR RUS MID CAP ETF 464287499   2,171 27,930 SH   SOLE   235 0 27,695
STARBUCKS CORP COM 855244109   22,898 238,499 SH   SOLE   3,923 0 234,576
LAUDER ESTEE COS INC CL A 518439104   814 5,568 SH   SOLE   245 0 5,323
ISHARES TR S&P 500 VAL ETF 464287408   20,162 115,946 SH   SOLE   1,282 0 114,664
ISHARES TR RUS 1000 ETF 464287622   34,743 132,474 SH   SOLE   325 0 132,149
BOOKING HOLDINGS INC COM 09857L108   2,540 716 SH   SOLE   55 0 661
OLD DOMINION FREIGHT LINE IN COM 679580100   442 1,090 SH   SOLE   0 0 1,090
TOAST INC CL A 888787108   4,142 226,847 SH   SOLE   0 0 226,847
COLUMBIA ETF TR II EM CORE EX ETF 19762B202   2,616 86,424 SH   SOLE   0 0 86,424
MCDONALDS CORP COM 580135101   6,317 21,303 SH   SOLE   806 0 20,497
GENERAL DYNAMICS CORP COM 369550108   18,710 72,052 SH   SOLE   768 0 71,283
SPDR SER TR PRTFLO S&P500 GW 78464A409   1,063 16,341 SH   SOLE   0 0 16,341
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   5,212 38,219 SH   SOLE   739 0 37,480
META PLATFORMS INC CL A 30303M102   8,537 24,119 SH   SOLE   449 0 23,670
FIRSTCASH HOLDINGS INC COM 33768G107   313 2,888 SH   SOLE   0 0 2,888
ALPHABET INC CAP STK CL A 02079K305   15,402 110,260 SH   SOLE   180 0 110,080
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   42,566 888,639 SH   SOLE   308,477 0 580,163
BANK AMERICA CORP COM 060505104   5,536 164,413 SH   SOLE   1,302 0 163,111
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167   8,594 154,518 SH   SOLE   0 0 154,518
EATON VANCE SR FLTNG RTE TR COM 27828Q105   163 12,869 SH   SOLE   0 0 12,869
VERTEX PHARMACEUTICALS INC COM 92532F100   410 1,007 SH   SOLE   0 0 1,007
EMERSON ELEC CO COM 291011104   1,533 15,750 SH   SOLE   0 0 15,750
ISHARES TR ISHS 1-5YR INVS 464288646   621 12,112 SH   SOLE   921 0 11,191
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   1,675 29,236 SH   SOLE   2,000 0 27,236
DUPONT DE NEMOURS INC COM 26614N102   229 2,975 SH   SOLE   0 0 2,975
FISERV INC COM 337738108   1,726 12,991 SH   SOLE   0 0 12,991
AEGON LTD AMER REG 1 CERT 0076CA104   253 43,933 SH   SOLE   0 0 43,933
WISDOMTREE TR US MIDCAP DIVID 97717W505   8,238 180,297 SH   SOLE   17,137 0 163,160
KROGER CO COM 501044101   503 11,006 SH   SOLE   0 0 11,006
VANECK ETF TRUST BIOTECH ETF 92189F726   214 1,295 SH   SOLE   0 0 1,295
BERKLEY W R CORP COM 084423102   3,740 52,878 SH   SOLE   0 0 52,878
ISHARES TR MSCI EAFE ETF 464287465   7,577 100,554 SH   SOLE   2,720 0 97,834
VALERO ENERGY CORP COM 91913Y100   1,344 10,342 SH   SOLE   0 0 10,342
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   9,623 234,144 SH   SOLE   1,315 0 232,829
ISHARES TR EAFE GRWTH ETF 464288885   4,734 48,877 SH   SOLE   3,212 0 45,665
HP INC COM 40434L105   290 9,641 SH   SOLE   0 0 9,641
COINBASE GLOBAL INC COM CL A 19260Q107   280 1,608 SH   SOLE   0 0 1,608
ISHARES TR U.S. REAL ES ETF 464287739   601 6,579 SH   SOLE   0 0 6,579
UNITED PARCEL SERVICE INC CL B 911312106   18,199 115,746 SH   SOLE   751 0 114,995
SPDR SER TR PRTFLO S&P500 VL 78464A508   237 5,090 SH   SOLE   0 0 5,090
AFLAC INC COM 001055102   431 5,221 SH   SOLE   0 0 5,221
MORGAN STANLEY COM NEW 617446448   11,892 127,524 SH   SOLE   0 0 127,524
INTUIT COM 461202103   1,484 2,374 SH   SOLE   0 0 2,374
CONOCOPHILLIPS COM 20825C104   855 7,363 SH   SOLE   0 0 7,363
MEDTRONIC PLC SHS G5960L103   8,758 106,314 SH   SOLE   1,923 0 104,391
THE CIGNA GROUP COM 125523100   424 1,416 SH   SOLE   0 0 1,416
BLACKROCK INC COM 09247X101   22,447 27,651 SH   SOLE   496 0 27,156
ZSCALER INC COM 98980G102   457 2,061 SH   SOLE   0 0 2,061
ISHARES TR CRE U S REIT ETF 464288521   520 9,581 SH   SOLE   0 0 9,581
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599   527 2,478 SH   SOLE   0 0 2,478
JOHNSON & JOHNSON COM 478160104   34,017 217,026 SH   SOLE   1,840 0 215,187
OTIS WORLDWIDE CORP COM 68902V107   256 2,856 SH   SOLE   0 0 2,856
SPDR SER TR BBG CONV SEC ETF 78464A359   1,428 19,790 SH   SOLE   0 0 19,790
DARDEN RESTAURANTS INC COM 237194105   718 4,371 SH   SOLE   0 0 4,371
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   5,975 158,901 SH   SOLE   0 0 158,901
S&P GLOBAL INC COM 78409V104   1,018 2,311 SH   SOLE   0 0 2,311
SPDR SER TR PORTFOLI S&P1500 78464A805   211 3,610 SH   SOLE   0 0 3,610
VANGUARD INDEX FDS SM CP VAL ETF 922908611   285 1,586 SH   SOLE   0 0 1,586
MATCH GROUP INC NEW COM 57667L107   283 7,759 SH   SOLE   0 0 7,759
AIR PRODS & CHEMS INC COM 009158106   428 1,562 SH   SOLE   0 0 1,562
AMERICAN TOWER CORP NEW COM 03027X100   2,408 11,155 SH   SOLE   227 0 10,928
KIMBERLY-CLARK CORP COM 494368103   10,650 87,649 SH   SOLE   550 0 87,100
DISNEY WALT CO COM 254687106   5,650 62,582 SH   SOLE   1,287 0 61,295
MARATHON PETE CORP COM 56585A102   336 2,263 SH   SOLE   0 0 2,263
ISHARES TR SHRT NAT MUN ETF 464288158   1,263 11,976 SH   SOLE   0 0 11,976
GREENBRIER COS INC NOTE 2.875% 4/1 393657AM3   29 30,000 PRN   SOLE   0 0 30,000
EVERSOURCE ENERGY COM 30040W108   7,841 127,043 SH   SOLE   200 0 126,843
PFIZER INC COM 717081103   10,197 354,188 SH   SOLE   752 0 353,436
AFFILIATED MANAGERS GROUP IN COM 008252108   488 3,225 SH   SOLE   0 0 3,225
DEERE & CO COM 244199105   980 2,452 SH   SOLE   0 0 2,452
DIGITAL RLTY TR INC COM 253868103   248 1,840 SH   SOLE   0 0 1,840
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   6,227 39,462 SH   SOLE   0 0 39,462
ISHARES TR ISHARES BIOTECH 464287556   2,108 15,515 SH   SOLE   1,083 0 14,432
AMERICAN EXPRESS CO COM 025816109   938 5,007 SH   SOLE   0 0 5,007
IDEXX LABS INC COM 45168D104   927 1,670 SH   SOLE   50 0 1,620
BLACKSTONE INC COM 09260D107   4,879 37,268 SH   SOLE   0 0 37,268
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   28,822 106,435 SH   SOLE   0 0 106,435
ISHARES TR TIPS BD ETF 464287176   7,601 70,716 SH   SOLE   0 0 70,716
PEPSICO INC COM 713448108   24,855 146,343 SH   SOLE   1,500 0 144,843
ABBOTT LABS COM 002824100   3,188 28,968 SH   SOLE   94 0 28,874
CVS HEALTH CORP COM 126650100   18,662 236,351 SH   SOLE   783 0 235,569
COSTCO WHSL CORP NEW COM 22160K105   10,361 15,697 SH   SOLE   501 0 15,196
NEXTERA ENERGY INC COM 65339F101   12,282 202,199 SH   SOLE   2,103 0 200,096
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   395 5,489 SH   SOLE   0 0 5,489
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   13,397 290,986 SH   SOLE   0 0 290,986
REGENERON PHARMACEUTICALS COM 75886F107   1,958 2,229 SH   SOLE   0 0 2,229
CENTENE CORP DEL COM 15135B101   1,215 16,371 SH   SOLE   0 0 16,371
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   7,844 20,813 SH   SOLE   0 0 20,813
RBB FD INC MOTLEY FOOL GBL 74933W635   250 8,974 SH   SOLE   0 0 8,974
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   20,594 58,688 SH   SOLE   254 0 58,434
KEURIG DR PEPPER INC COM 49271V100   2,428 72,876 SH   SOLE   0 0 72,876
NOVO-NORDISK A S ADR 670100205   915 8,845 SH   SOLE   0 0 8,845
NOVARTIS AG SPONSORED ADR 66987V109   2,063 20,428 SH   SOLE   898 0 19,530
TRAVELERS COMPANIES INC COM 89417E109   325 1,705 SH   SOLE   0 0 1,705
AT&T INC COM 00206R102   2,127 126,738 SH   SOLE   2,400 0 124,338
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763   614 11,092 SH   SOLE   0 0 11,092
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302   229 1,225 SH   SOLE   100 0 1,125
ISHARES TR 0-5 YR TIPS ETF 46429B747   552 5,598 SH   SOLE   0 0 5,598
HUBSPOT INC COM 443573100   776 1,336 SH   SOLE   0 0 1,336
ISHARES TR 7-10 YR TRSY BD 464287440   50,901 528,072 SH   SOLE   968 0 527,104
AMAZON COM INC COM 023135106   38,837 255,609 SH   SOLE   4,340 0 251,269
REALTY INCOME CORP COM 756109104   1,222 21,289 SH   SOLE   0 0 21,289
ALPS ETF TR ALERIAN MLP 00162Q452   817 19,215 SH   SOLE   0 0 19,215
CAMBRIDGE BANCORP COM 132152109   851 12,258 SH   SOLE   0 0 12,258
WISDOMTREE TR US LARGECAP DIVD 97717W307   139,019 2,094,288 SH   SOLE   136,423 0 1,957,865
VERVE THERAPEUTICS INC COM 92539P101   3,619 259,626 SH   SOLE   0 0 259,626
PROCTER AND GAMBLE CO COM 742718109   45,033 307,306 SH   SOLE   1,412 0 305,894
WISDOMTREE TR US TOTAL DIVIDND 97717W109   1,657 25,343 SH   SOLE   0 0 25,343
COLGATE PALMOLIVE CO COM 194162103   2,498 31,333 SH   SOLE   468 0 30,865
BOEING CO COM 097023105   2,338 8,969 SH   SOLE   352 0 8,617
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   2,127 45,021 SH   SOLE   0 0 45,021
STRYKER CORPORATION COM 863667101   1,923 6,421 SH   SOLE   100 0 6,321
ORACLE CORP COM 68389X105   3,963 37,584 SH   SOLE   167 0 37,417
GLOBAL PMTS INC COM 37940X102   228 1,794 SH   SOLE   0 0 1,794
PACIRA BIOSCIENCES INC NOTE 0.750% 8/0 695127AF7   30 33,000 PRN   SOLE   0 0 33,000
LINDE PLC SHS G54950103   567 1,380 SH   SOLE   0 0 1,380
AMERIPRISE FINL INC COM 03076C106   1,158 3,049 SH   SOLE   0 0 3,049
ISHARES TR RUS 2000 VAL ETF 464287630   23,671 152,390 SH   SOLE   52,783 0 99,607
ROYAL BK CDA COM 780087102   19,099 188,853 SH   SOLE   1,550 0 187,303
ISHARES TR MSCI KLD400 SOC 464288570   1,918 21,063 SH   SOLE   0 0 21,063
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,085 690 SH   SOLE   0 0 690
US BANCORP DEL COM NEW 902973304   251 5,790 SH   SOLE   0 0 5,790
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   476 22,935 SH   SOLE   0 0 22,935
SHERWIN WILLIAMS CO COM 824348106   2,371 7,602 SH   SOLE   460 0 7,142
CINTAS CORP COM 172908105   633 1,050 SH   SOLE   0 0 1,050
ISHARES TR ESG AWR US AGRGT 46435U549   627 13,130 SH   SOLE   0 0 13,130
NIKE INC CL B 654106103   3,567 32,853 SH   SOLE   1,905 0 30,948
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   345 3,322 SH   SOLE   0 0 3,322
INTERPUBLIC GROUP COS INC COM 460690100   337 10,330 SH   SOLE   0 0 10,330
AKAMAI TECHNOLOGIES INC NOTE 0.375% 9/0 00971TAL5   22 20,000 PRN   SOLE   0 0 20,000
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   172 53,100 SH   SOLE   0 0 53,100
RESEARCH FRONTIERS INC COM 760911107   73 72,615 SH   SOLE   0 0 72,615
ISHARES TR RESIDENTIAL MULT 464288562   460 6,253 SH   SOLE   0 0 6,253
GENERAL ELECTRIC CO COM NEW 369604301   1,084 8,490 SH   SOLE   0 0 8,490
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609   13,958 228,482 SH   SOLE   0 0 228,482
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   208 15,103 SH   SOLE   0 0 15,103
CISCO SYS INC COM 17275R102   17,277 341,976 SH   SOLE   3,396 0 338,580
ISHARES TR 1 3 YR TREAS BD 464287457   64,747 789,213 SH   SOLE   10,531 0 778,682
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   547 9,831 SH   SOLE   0 0 9,831
SHOPIFY INC CL A 82509L107   14,718 188,935 SH   SOLE   0 0 188,935
BRISTOL-MYERS SQUIBB CO COM 110122108   1,612 31,409 SH   SOLE   250 0 31,159
REVVITY INC COM 714046109   263 2,404 SH   SOLE   0 0 2,404
ISHARES TR GLOBAL ENERG ETF 464287341   25,624 655,167 SH   SOLE   0 0 655,167
SERVICE CORP INTL COM 817565104   566 8,273 SH   SOLE   0 0 8,273
ISHARES TR CORE S&P SCP ETF 464287804   46,838 432,688 SH   SOLE   3,395 0 429,293
SALESFORCE INC COM 79466L302   1,387 5,272 SH   SOLE   300 0 4,972
CORNING INC COM 219350105   1,293 42,450 SH   SOLE   0 0 42,450
BROADCOM INC COM 11135F101   46,611 41,757 SH   SOLE   314 0 41,443
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   21,665 60,744 SH   SOLE   984 0 59,760
NOVANTA INC COM 67000B104   512 3,043 SH   SOLE   0 0 3,043
WILLIAMS SONOMA INC COM 969904101   357 1,768 SH   SOLE   0 0 1,768
STRIDE INC NOTE 1.125% 9/0 86333MAA6   20 16,000 PRN   SOLE   0 0 16,000
LCI INDS NOTE 1.125% 5/1 501812AB7   22 23,000 PRN   SOLE   0 0 23,000
ABBVIE INC COM 00287Y109   6,679 43,099 SH   SOLE   365 0 42,734
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,403 34,977 SH   SOLE   0 0 34,977
HARBORONE BANCORP INC NEW COM NEW 41165Y100   441 36,835 SH   SOLE   0 0 36,835
MONDELEZ INTL INC CL A 609207105   834 11,514 SH   SOLE   400 0 11,114
ISHARES TR ISHARES SEMICDTR 464287523   3,345 5,805 SH   SOLE   0 0 5,805
HONEST CO INC COM 438333106   651 197,290 SH   SOLE   0 0 197,290
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   4,680 52,963 SH   SOLE   0 0 52,963
GLOBAL X FDS US INFR DEV ETF 37954Y673   1,734 50,319 SH   SOLE   0 0 50,319
VISA INC COM CL A 92826C839   9,445 36,276 SH   SOLE   874 0 35,402
GILEAD SCIENCES INC COM 375558103   964 11,903 SH   SOLE   0 0 11,903
CME GROUP INC COM 12572Q105   237 1,128 SH   SOLE   0 0 1,128
ISHARES TR GRWT ALLOCAT ETF 464289867   2,583 48,562 SH   SOLE   0 0 48,562
EATON VANCE LTD DURATION INC COM 27828H105   97 10,079 SH   SOLE   0 0 10,079
CONSTELLATION BRANDS INC CL A 21036P108   327 1,352 SH   SOLE   110 0 1,242
UNITED RENTALS INC COM 911363109   851 1,483 SH   SOLE   0 0 1,483
ISHARES TR RUS 1000 VAL ETF 464287598   46,423 280,929 SH   SOLE   1,750 0 279,179
ISHARES TR RUS MDCP VAL ETF 464287473   12,583 108,204 SH   SOLE   1,248 0 106,956
KARYOPHARM THERAPEUTICS INC COM 48576U106   39 45,140 SH   SOLE   0 0 45,140
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,355 6,351 SH   SOLE   0 0 6,351
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   111 12,752 SH   SOLE   0 0 12,752
FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100   1,099 11,594 SH   SOLE   340 0 11,254
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   25,943 134,783 SH   SOLE   1,744 0 133,039
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771   6,356 102,617 SH   SOLE   0 0 102,617
MARKEL GROUP INC COM 570535104   1,264 890 SH   SOLE   0 0 890
MARSH & MCLENNAN COS INC COM 571748102   725 3,825 SH   SOLE   0 0 3,825
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   803 10,554 SH   SOLE   0 0 10,554
WALGREENS BOOTS ALLIANCE INC COM 931427108   252 9,646 SH   SOLE   0 0 9,646
KLA CORP COM NEW 482480100   1,002 1,724 SH   SOLE   0 0 1,724
KENVUE INC COM 49177J102   1,405 65,266 SH   SOLE   713 0 64,553
FORD MTR CO DEL NOTE 3/1 345370CZ1   29 29,000 PRN   SOLE   0 0 29,000
NU HLDGS LTD ORD SHS CL A G6683N103   372 44,639 SH   SOLE   0 0 44,639
INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142   209 3,428 SH   SOLE   0 0 3,428
ALTRIA GROUP INC COM 02209S103   278 6,901 SH   SOLE   0 0 6,901
VANGUARD WORLD FD MEGA CAP INDEX 921910873   449 2,653 SH   SOLE   0 0 2,653
ISHARES TR ESG AWR MSCI USA 46435G425   3,469 33,067 SH   SOLE   0 0 33,067
SHELL PLC SPON ADS 780259305   782 11,886 SH   SOLE   0 0 11,886
ISHARES TR US AER DEF ETF 464288760   874 6,903 SH   SOLE   748 0 6,155
GRID DYNAMICS HLDGS INC CL A 39813G109   1,039 77,958 SH   SOLE   0 0 77,958
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,589 19,345 SH   SOLE   2,804 0 16,541
ADVANCED MICRO DEVICES INC COM 007903107   336 2,279 SH   SOLE   0 0 2,279
ISHARES TR CORE US AGGBD ET 464287226   352 3,550 SH   SOLE   0 0 3,550
HOME DEPOT INC COM 437076102   10,873 31,376 SH   SOLE   731 0 30,645
ISHARES GOLD TR ISHARES NEW 464285204   1,900 48,677 SH   SOLE   0 0 48,677
MCKESSON CORP COM 58155Q103   2,641 5,704 SH   SOLE   0 0 5,704
WISDOMTREE TR US AI ENHANCED 97717W406   505 5,269 SH   SOLE   0 0 5,269
INTERNATIONAL BUSINESS MACHS COM 459200101   4,516 27,611 SH   SOLE   0 0 27,611
UNITEDHEALTH GROUP INC COM 91324P102   6,667 12,664 SH   SOLE   402 0 12,262
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,386 5,463 SH   SOLE   0 0 5,463
CAMPBELL SOUP CO COM 134429109   212 4,901 SH   SOLE   0 0 4,901
U HAUL HOLDING COMPANY COM SER N 023586506   925 13,128 SH   SOLE   0 0 13,128
ASML HOLDING N V N Y REGISTRY SHS N07059210   202 267 SH   SOLE   0 0 267
SOUTHERN CO COM 842587107   16,218 231,291 SH   SOLE   2,463 0 228,829
3M CO COM 88579Y101   1,311 11,997 SH   SOLE   0 0 11,997
WASTE MGMT INC DEL COM 94106L109   27,140 151,534 SH   SOLE   1,540 0 149,994
LOCKHEED MARTIN CORP COM 539830109   2,960 6,531 SH   SOLE   0 0 6,531
YUM BRANDS INC COM 988498101   307 2,353 SH   SOLE   0 0 2,353
UBER TECHNOLOGIES INC COM 90353T100   234 3,802 SH   SOLE   0 0 3,802
SERVICENOW INC COM 81762P102   251 355 SH   SOLE   0 0 355
EXPEDIA GROUP INC COM NEW 30212P303   510 3,361 SH   SOLE   175 0 3,186
OMEGA THERAPEUTICS INC COMMON STOCK 68217N105   30 10,000 SH   SOLE   0 0 10,000
ALLSTATE CORP COM 020002101   212 1,516 SH   SOLE   0 0 1,516
GENERAL MLS INC COM 370334104   968 14,856 SH   SOLE   0 0 14,856
CONSOLIDATED EDISON INC COM 209115104   2,922 32,122 SH   SOLE   0 0 32,122
ISHARES TR RUS 1000 GRW ETF 464287614   148,492 489,799 SH   SOLE   8,121 0 481,678
MERCK & CO INC COM 58933Y105   23,826 218,549 SH   SOLE   2,474 0 216,075
ISHARES TR MSCI EMG MKT ETF 464287234   2,348 58,393 SH   SOLE   3,204 0 55,189
ISHARES TR RUSSELL 2000 ETF 464287655   3,332 16,600 SH   SOLE   0 0 16,600
SPDR GOLD TR GOLD SHS 78463V107   12,404 64,883 SH   SOLE   0 0 64,883
WEC ENERGY GROUP INC COM 92939U106   296 3,522 SH   SOLE   0 0 3,522
VANGUARD WORLD FDS INF TECH ETF 92204A702   1,306 2,698 SH   SOLE   95 0 2,603
SPDR SER TR AEROSPACE DEF 78464A631   6,093 44,995 SH   SOLE   0 0 44,995
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   839 7,669 SH   SOLE   0 0 7,669
ISHARES TR ESG AWRE USD ETF 46435G193   266 11,427 SH   SOLE   0 0 11,427
ISHARES TR S&P MC 400VL ETF 464287705   4,678 41,023 SH   SOLE   0 0 41,023
MCCORMICK & CO INC COM NON VTG 579780206   226 3,299 SH   SOLE   600 0 2,699
CAVA GROUP INC COM 148929102   1,289 30,000 SH   SOLE   0 0 30,000
UNILEVER PLC SPON ADR NEW 904767704   1,802 37,166 SH   SOLE   1,125 0 36,041
IMAX CORP NOTE 0.500% 4/0 45245EAJ8   18 20,000 PRN   SOLE   0 0 20,000
FASTENAL CO COM 311900104   348 5,374 SH   SOLE   0 0 5,374
ISHARES TR EXPANDED TECH 464287515   204 504 SH   SOLE   0 0 504
GOLDMAN SACHS GROUP INC COM 38141G104   15,406 39,935 SH   SOLE   806 0 39,129
APPLIED MATLS INC COM 038222105   457 2,822 SH   SOLE   0 0 2,822
HEICO CORP NEW COM 422806109   657 3,671 SH   SOLE   0 0 3,671
MARRIOTT INTL INC NEW CL A 571903202   870 3,858 SH   SOLE   0 0 3,858
JEFFERIES FINL GROUP INC COM 47233W109   440 10,876 SH   SOLE   0 0 10,876
CROWN CASTLE INC COM 22822V101   215 1,870 SH   SOLE   0 0 1,870
PHILLIPS 66 COM 718546104   10,456 78,536 SH   SOLE   1,041 0 77,495
ISHARES TR RUS MD CP GR ETF 464287481   35,279 337,729 SH   SOLE   5,517 0 332,212
HONEYWELL INTL INC COM 438516106   25,363 120,941 SH   SOLE   808 0 120,133
ISHARES TR EAFE VALUE ETF 464288877   3,137 60,203 SH   SOLE   6,764 0 53,439
ISHARES TR 20 YR TR BD ETF 464287432   1,001 10,126 SH   SOLE   0 0 10,126
ALPHABET INC CAP STK CL C 02079K107   29,064 206,233 SH   SOLE   3,160 0 203,073
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   38,761 388,423 SH   SOLE   0 0 388,423
CANADIAN PACIFIC KANSAS CITY COM 13646K108   692 8,749 SH   SOLE   0 0 8,749
STEEL DYNAMICS INC COM 858119100   452 3,825 SH   SOLE   0 0 3,825
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,841 805 SH   SOLE   0 0 805
AXON ENTERPRISE INC COM 05464C101   1,013 3,920 SH   SOLE   0 0 3,920
BP PLC SPONSORED ADR 055622104   2,164 61,125 SH   SOLE   0 0 61,125
ELI LILLY & CO COM 532457108   7,367 12,639 SH   SOLE   0 0 12,639
ISHARES TR CORE S&P500 ETF 464287200   104,717 219,243 SH   SOLE   2,594 0 216,649
SPDR SER TR S&P DIVID ETF 78464A763   2,359 18,876 SH   SOLE   1,337 0 17,539
ISHARES TR MODERT ALLOC ETF 464289875   1,416 34,121 SH   SOLE   0 0 34,121
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192   2,816 32,119 SH   SOLE   0 0 32,119
LAM RESEARCH CORP COM 512807108   1,272 1,624 SH   SOLE   0 0 1,624
ISHARES TR GLOBAL TECH ETF 464287291   899 13,182 SH   SOLE   1,931 0 11,251
FORD MTR CO DEL COM 345370860   252 20,706 SH   SOLE   0 0 20,706
ISHARES TR CORE HIGH DV ETF 46429B663   471 4,622 SH   SOLE   0 0 4,622
DELL TECHNOLOGIES INC CL C 24703L202   219 2,858 SH   SOLE   0 0 2,858
ISHARES TR S&P SML 600 GWT 464287887   8,349 66,720 SH   SOLE   2,325 0 64,395
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352   3,406 102,249 SH   SOLE   0 0 102,249
THERMO FISHER SCIENTIFIC INC COM 883556102   2,096 3,949 SH   SOLE   0 0 3,949
PAYPAL HLDGS INC COM 70450Y103   227 3,696 SH   SOLE   0 0 3,696
EVERGY INC COM 30034W106   406 7,775 SH   SOLE   0 0 7,775
VANECK ETF TRUST OIL SERVICES ETF 92189H607   203 655 SH   SOLE   0 0 655
JOBY AVIATION INC COMMON STOCK G65163100   132 19,880 SH   SOLE   0 0 19,880