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
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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
AMAZON COM INC COM Stock 023135106 8,614 2,583 SH   SOLE 0 2,583 0 0
INVESCO QQQ TRUST ETF 46090E103 632 1,588 SH   SOLE 0 1,587 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 23,091 132,807 SH   SOLE 0 132,807 0 0
VULCAN MATLS CO COM Stock 929160109 1,586 7,640 SH   SOLE 0 7,640 0 0
JOHNSON & JOHNSON COM Stock 478160104 1,997 11,676 SH   SOLE 0 11,676 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 569 2,356 SH   SOLE 0 2,356 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 24,287 42,781 SH   SOLE 0 42,781 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1,090 11,728 SH   SOLE 0 11,728 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 1,400 8,559 SH   SOLE 0 8,558 0 0
COCA COLA CO COM Stock 191216100 1,177 19,872 SH   SOLE 0 19,871 0 0
IDEX CORP COM Stock 45167R104 632 2,674 SH   SOLE 0 2,674 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 11,226 96,767 SH   SOLE 0 96,766 0 0
INTEL CORP COM Stock 458140100 304 5,900 SH   SOLE 0 5,900 0 0
WATERS CORP COM Stock 941848103 1,054 2,830 SH   SOLE 0 2,830 0 0
MERCK & CO INC COM Stock 58933Y105 5,944 77,553 SH   SOLE 0 77,553 0 0
SPDR S&P 500 ETF ETF 78462F103 1,070 2,252 SH   SOLE 0 2,252 0 0
UNITED RENTALS INC COM Stock 911363109 1,946 5,857 SH   SOLE 0 5,857 0 0
CORNING INC COM Stock 219350105 1,260 33,854 SH   SOLE 0 33,853 0 0
EDWARDS LIFESCIENCES CORP COM Stock 28176E108 638 4,925 SH   SOLE 0 4,925 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 292 5,629 SH   SOLE 0 5,628 0 0
FEDEX CORP COM Stock 31428X106 463 1,792 SH   SOLE 0 1,792 0 0
PEPSICO INC COM Stock 713448108 462 2,658 SH   SOLE 0 2,658 0 0
HONEYWELL INTL INC COM Stock 438516106 10,468 50,206 SH   SOLE 0 50,205 0 0
US BANCORP DEL COM NEW Stock 902973304 1,941 34,551 SH   SOLE 0 34,551 0 0
HOME DEPOT INC COM Stock 437076102 3,907 9,415 SH   SOLE 0 9,415 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 789 3,200 SH   SOLE 0 3,200 0 0
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 1,401 54,618 SH   SOLE 0 54,618 0 0
SPDR ICE PREFERRED SECURITIES ETF ETF 78464A292 6,677 155,613 SH   SOLE 0 155,612 0 0
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 6,257 34,223 SH   SOLE 0 34,223 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1,254 4,104 SH   SOLE 0 4,103 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201 39,008 342,719 SH   SOLE 0 342,719 0 0
IQVIA HLDGS INC COM Stock 46266C105 2,976 10,549 SH   SOLE 0 10,549 0 0
TELEFLEX INCORPORATED COM Stock 879369106 7,617 23,188 SH   SOLE 0 23,188 0 0
MSC INDL DIRECT INC CL A Stock 553530106 395 4,700 SH   SOLE 0 4,700 0 0
CENTENE CORP DEL COM Stock 15135B101 1,134 13,765 SH   SOLE 0 13,765 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1,106 3,700 SH   SOLE 0 3,699 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 228 402 SH   SOLE 0 402 0 0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 2,722 33,499 SH   SOLE 0 33,499 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 4,264 1,472 SH   SOLE 0 1,472 0 0
FISERV INC COM Stock 337738108 4,745 45,721 SH   SOLE 0 45,721 0 0
NEWMONT CORP COM Stock 651639106 1,404 22,637 SH   SOLE 0 22,637 0 0
COMCAST CORP NEW CL A Stock 20030N101 5,789 115,023 SH   SOLE 0 115,023 0 0
MICROSOFT CORP COM Stock 594918104 27,879 82,896 SH   SOLE 0 82,895 0 0
CVS HEALTH CORP COM Stock 126650100 1,063 10,300 SH   SOLE 0 10,300 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 219 970 SH   SOLE 0 970 0 0
VANGUARD MID-CAP INDEX FUND ETF 922908629 319 1,253 SH   SOLE 0 1,253 0 0
NEXTERA ENERGY INC COM Stock 65339F101 438 4,696 SH   SOLE 0 4,696 0 0
NIKE INC CL B Stock 654106103 1,586 9,517 SH   SOLE 0 9,516 0 0
NXP SEMICONDUCTORS N V COM Stock N6596X109 1,836 8,059 SH   SOLE 0 8,058 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874 396 5,800 SH   SOLE 0 5,800 0 0
AMPHENOL CORP NEW CL A Stock 032095101 13,438 153,644 SH   SOLE 0 153,643 0 0
BLACKROCK CORE BD TR SHS BEN INT CEF 09249E101 495 30,000 SH   SOLE 0 30,000 0 0
CLARIVATE PLC ORD SHS Stock G21810109 1,176 50,000 SH   SOLE 0 50,000 0 0
KKR & CO INC COM Stock 48251W104 9,129 122,540 SH   SOLE 0 122,540 0 0
VANGUARD S&P 500 ETF ETF 922908363 1,893 4,335 SH   SOLE 0 4,335 0 0
SPDR S&P MIDCAP 400 ETF ETF 78467Y107 241 466 SH   SOLE 0 465 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 2,280 14,012 SH   SOLE 0 14,011 0 0
ISHARES CYBERSECURITY AND TECH ETF ETF 46435U135 892 19,985 SH   SOLE 0 19,985 0 0
LILLY ELI & CO COM Stock 532457108 1,276 4,620 SH   SOLE 0 4,620 0 0
AIR PRODS & CHEMS INC COM Stock 009158106 10,129 33,289 SH   SOLE 0 33,289 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 457 2,053 SH   SOLE 0 2,053 0 0
FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 8,183 74,970 SH   SOLE 0 74,969 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 4,362 46,826 SH   SOLE 0 46,826 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 980 18,059 SH   SOLE 0 18,059 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857 1,679 40,235 SH   SOLE 0 40,235 0 0
ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 719 6,240 SH   SOLE 0 6,240 0 0
PAYA HOLDINGS INC COM CL A Stock 70434P103 93 14,600 SH   SOLE 0 14,600 0 0
FIRST SOLAR INC COM Stock 336433107 409 4,695 SH   SOLE 0 4,695 0 0
XYLEM INC COM Stock 98419M100 8,318 69,365 SH   SOLE 0 69,365 0 0
VISA INC COM CL A Stock 92826C839 8,786 40,543 SH   SOLE 0 40,542 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 243 2,268 SH   SOLE 0 2,268 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106 441 1,000 SH   SOLE 0 1,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1,832 4,419 SH   SOLE 0 4,419 0 0
NVIDIA CORPORATION COM Stock 67066G104 401 1,364 SH   SOLE 0 1,364 0 0
ISHARES SHORT TERM CORPORATE BOND ETF 464288646 46,232 858,059 SH   SOLE 0 858,059 0 0
GENUINE PARTS CO COM Stock 372460105 287 2,050 SH   SOLE 0 2,050 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 549 1,873 SH   SOLE 0 1,873 0 0
CHURCH & DWIGHT CO INC COM Stock 171340102 969 9,450 SH   SOLE 0 9,450 0 0
QUALCOMM INC COM Stock 747525103 279 1,525 SH   SOLE 0 1,524 0 0
AMETEK INC COM Stock 031100100 9,945 67,636 SH   SOLE 0 67,635 0 0
XILINX INC COM Stock 983919101 11,457 54,033 SH   SOLE 0 54,033 0 0
HENRY SCHEIN INC COM Stock 806407102 911 11,750 SH   SOLE 0 11,750 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 1,567 11,573 SH   SOLE 0 11,573 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 8,387 17,582 SH   SOLE 0 17,582 0 0
HANCOCK JOHN PFD INCOME FD SH BEN INT CEF 41013W108 347 16,725 SH   SOLE 0 16,725 0 0
WELLS FARGO CO NEW COM Stock 949746101 1,201 25,033 SH   SOLE 0 25,032 0 0
VMWARE INC CL A COM Stock 928563402 3,745 32,321 SH   SOLE 0 32,320 0 0
UNION PAC CORP COM Stock 907818108 785 3,115 SH   SOLE 0 3,115 0 0
ECOLAB INC COM Stock 278865100 9,048 38,569 SH   SOLE 0 38,569 0 0
ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 1,810 45,914 SH   SOLE 0 45,914 0 0
SALESFORCE COM INC COM Stock 79466L302 1,298 5,108 SH   SOLE 0 5,108 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 21,167 31,723 SH   SOLE 0 31,722 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 10,792 68,155 SH   SOLE 0 68,155 0 0
CHEVRON CORP NEW COM Stock 166764100 3,167 26,988 SH   SOLE 0 26,988 0 0
MARKEL CORP COM Stock 570535104 1,088 882 SH   SOLE 0 881 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2,296 44,972 SH   SOLE 0 44,972 0 0
DANAHER CORPORATION COM Stock 235851102 22,516 68,437 SH   SOLE 0 68,436 0 0
M & T BK CORP COM Stock 55261F104 753 4,900 SH   SOLE 0 4,900 0 0
BK OF AMERICA CORP COM Stock 060505104 2,121 47,669 SH   SOLE 0 47,669 0 0
WALMART INC COM Stock 931142103 419 2,894 SH   SOLE 0 2,893 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 378 2,825 SH   SOLE 0 2,825 0 0
ORACLE CORP COM Stock 68389X105 317 3,630 SH   SOLE 0 3,630 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1,148 13,334 SH   SOLE 0 13,334 0 0
TEXAS INSTRS INC COM Stock 882508104 6,197 32,882 SH   SOLE 0 32,882 0 0
PFIZER INC COM Stock 717081103 900 15,237 SH   SOLE 0 15,236 0 0
MORGAN STANLEY COM NEW Stock 617446448 368 3,750 SH   SOLE 0 3,750 0 0
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 17,850 349,651 SH   SOLE 0 349,651 0 0
3M CO COM Stock 88579Y101 442 2,490 SH   SOLE 0 2,490 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 2,871 992 SH   SOLE 0 992 0 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX ETF 33733E302 222 981 SH   SOLE 0 981 0 0
IHS MARKIT LTD SHS Stock G47567105 11,540 86,819 SH   SOLE 0 86,819 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 218 1,268 SH   SOLE 0 1,268 0 0
CATALENT INC COM Stock 148806102 11,057 86,360 SH   SOLE 0 86,360 0 0
SYNEOS HEALTH INC CL A Stock 87166B102 8,498 82,760 SH   SOLE 0 82,760 0 0
IDACORP INC COM Stock 451107106 594 5,238 SH   SOLE 0 5,238 0 0
ROBERT HALF INTL INC COM Stock 770323103 1,862 16,700 SH   SOLE 0 16,700 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105 341 1,700 SH   SOLE 0 1,700 0 0
FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 652 18,784 SH   SOLE 0 18,784 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 2,386 12,635 SH   SOLE 0 12,635 0 0
EXXON MOBIL CORP COM Stock 30231G102 344 5,625 SH   SOLE 0 5,625 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 1,617 3,220 SH   SOLE 0 3,220 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 1,218 4,341 SH   SOLE 0 4,341 0 0
ISHARES IBONDS 2022 CORP BOND ETF 46434VBA7 501 19,930 SH   SOLE 0 19,930 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 11,512 55,152 SH   SOLE 0 55,151 0 0
APPLE INC COM Stock 037833100 6,609 37,218 SH   SOLE 0 37,218 0 0
ISHARES IBONDS 2023 CORP BOND ETF 46434VAX8 600 23,359 SH   SOLE 0 23,359 0 0
ISHARES IBONDS 2025 CORP BOND ETF 46434VBD1 392 14,832 SH   SOLE 0 14,832 0 0
ISHARES IBONDS 2024 CORP BOND ETF 46434VBG4 386 14,902 SH   SOLE 0 14,902 0 0
ABBOTT LABS COM Stock 002824100 12,841 91,237 SH   SOLE 0 91,236 0 0
DISNEY WALT CO COM Stock 254687106 1,761 11,366 SH   SOLE 0 11,366 0 0
INVESCO PREFERRED ETF ETF 46138E511 9,973 664,858 SH   SOLE 0 664,857 0 0