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
AMAZON COM INC COM Stock 023135106 8,637 4,850 SH   SOLE 0 4,850 0 0
INVESCO QQQ TRUST ETF 46090E103 218 1,212 SH   SOLE 0 1,211 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 222 3,000 SH   SOLE 0 3,000 0 0
STARBUCKS CORP COM Stock 855244109 375 5,045 SH   SOLE 0 5,045 0 0
JOHNSON & JOHNSON COM Stock 478160104 30,573 218,706 SH   SOLE 0 218,706 0 0
EDITAS MEDICINE INC COM Stock 28106W103 1,418 58,000 SH   SOLE 0 58,000 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 584 4,036 SH   SOLE 0 4,035 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 461 1,905 SH   SOLE 0 1,904 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1,279 29,791 SH   SOLE 0 29,791 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 12,347 254,687 SH   SOLE 0 254,687 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 232 2,195 SH   SOLE 0 2,195 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A ADR 780259206 280 4,468 SH   SOLE 0 4,468 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 309 8,045 SH   SOLE 0 8,045 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 6,645 63,862 SH   SOLE 0 63,862 0 0
COCA COLA CO COM Stock 191216100 595 12,703 SH   SOLE 0 12,703 0 0
GENERAL MLS INC COM Stock 370334104 258 4,976 SH   SOLE 0 4,976 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 11,863 136,502 SH   SOLE 0 136,502 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 205 1,735 SH   SOLE 0 1,735 0 0
APHRIA INC COM Stock 03765K104 205 22,000 SH   SOLE 0 22,000 0 0
INTEL CORP COM Stock 458140100 228 4,255 SH   SOLE 0 4,255 0 0
STATE STR CORP COM Stock 857477103 41,685 633,414 SH   SOLE 0 633,413 0 0
MEDTRONIC PLC SHS Stock G5960L103 23,887 262,260 SH   SOLE 0 262,259 0 0
FORTIVE CORP COM Stock 34959J108 20,294 241,913 SH   SOLE 0 241,912 0 0
NETFLIX INC COM Stock 64110L106 211 591 SH   SOLE 0 591 0 0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 211 813 SH   SOLE 0 813 0 0
PEOPLES UTD FINL INC COM Stock 712704105 472 28,700 SH   SOLE 0 28,700 0 0
SEI INVESTMENTS CO COM Stock 784117103 5,225 100,000 SH   SOLE 0 100,000 0 0
SANOFI SPONSORED ADR ADR 80105N105 13,244 299,094 SH   SOLE 0 299,094 0 0
MERCK & CO INC COM Stock 58933Y105 881 10,590 SH   SOLE 0 10,590 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 288 2,718 SH   SOLE 0 2,718 0 0
SPDR S&P 500 ETF ETF 78462F103 1,835 6,496 SH   SOLE 0 6,495 0 0
MASTERCARD INC CL A Stock 57636Q104 2,014 8,552 SH   SOLE 0 8,552 0 0
EMERSON ELEC CO COM Stock 291011104 227 3,319 SH   SOLE 0 3,319 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 545 9,224 SH   SOLE 0 9,223 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 17,538 40,719 SH   SOLE 0 40,718 0 0
PEPSICO INC COM Stock 713448108 21,881 178,544 SH   SOLE 0 178,543 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 692 8,232 SH   SOLE 0 8,231 0 0
JPMORGAN ALERIAN MLP INDEX ETN ETF 46625H365 15,193 595,553 SH   SOLE 0 595,553 0 0
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 203 3,400 SH   SOLE 0 3,400 0 0
KIMBERLY CLARK CORP COM Stock 494368103 1,511 12,195 SH   SOLE 0 12,195 0 0
FORD MTR CO DEL COM Stock 345370860 101 11,500 SH   SOLE 0 11,500 0 0
US BANCORP DEL COM NEW Stock 902973304 310 6,443 SH   SOLE 0 6,442 0 0
HOME DEPOT INC COM Stock 437076102 477 2,483 SH   SOLE 0 2,483 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 1,034 30,259 SH   SOLE 0 30,259 0 0
IOVANCE BIOTHERAPEUTICS INC COM Stock 462260100 119 12,500 SH   SOLE 0 12,500 0 0
ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 217 1,806 SH   SOLE 0 1,806 0 0
ISORAY INC COM Stock 46489V104 20 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 18,439 338,326 SH   SOLE 0 338,326 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 2,680 17,708 SH   SOLE 0 17,707 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 485 7,128 SH   SOLE 0 7,128 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 1,139 36,387 SH   SOLE 0 36,387 0 0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 78464A474 277 9,065 SH   SOLE 0 9,065 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 30,875 400,199 SH   SOLE 0 400,199 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 31,267 155,640 SH   SOLE 0 155,640 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 213 8,198 SH   SOLE 0 8,198 0 0
ADOBE INC COM Stock 00724F101 997 3,743 SH   SOLE 0 3,743 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 34,718 29,500 SH   SOLE 0 29,499 0 0
O REILLY AUTOMOTIVE INC NEW COM Stock 67103H107 223 575 SH   SOLE 0 575 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108 18,088 103,164 SH   SOLE 0 103,163 0 0
SENSATA TECHNOLOGIES HLDNG PLC SHS Stock G8060N102 15,600 346,516 SH   SOLE 0 346,515 0 0
COMCAST CORP NEW CL A Stock 20030N101 463 11,588 SH   SOLE 0 11,588 0 0
MICROSOFT CORP COM Stock 594918104 55,654 471,887 SH   SOLE 0 471,887 0 0
ETRACS ALERIAN MLP INFRASTRUCTURE INDEX ETN ETF 902641646 9,301 409,365 SH   SOLE 0 409,365 0 0
CVS HEALTH CORP COM Stock 126650100 13,195 244,676 SH   SOLE 0 244,675 0 0
V F CORP COM Stock 918204108 248 2,858 SH   SOLE 0 2,858 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 10,844 36 SH   SOLE 0 36 0 0
BOEING CO COM Stock 097023105 1,352 3,544 SH   SOLE 0 3,543 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 579 3,792 SH   SOLE 0 3,792 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 20,530 247,016 SH   SOLE 0 247,016 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 416 16,196 SH   SOLE 0 16,196 0 0
NORFOLK SOUTHERN CORP COM Stock 655844108 533 2,850 SH   SOLE 0 2,850 0 0
VANGUARD S&P 500 ETF ETF 922908363 635 2,446 SH   SOLE 0 2,445 0 0
BOOKING HLDGS INC COM Stock 09857L108 19,222 11,016 SH   SOLE 0 11,016 0 0
LILLY ELI & CO COM Stock 532457108 399 3,075 SH   SOLE 0 3,075 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 345 3,975 SH   SOLE 0 3,975 0 0
HOLOGIC INC COM Stock 436440101 35 32,558 SH   SOLE 0 32,558 0 0
AGENUS INC COM NEW Stock 00847G705 98 32,928 SH   SOLE 0 32,928 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 879 5,739 SH   SOLE 0 5,739 0 0
APOLLO GLOBAL MGMT LLC CL A SHS Stock 037612306 234 8,295 SH   SOLE 0 8,295 0 0
ISHARES U.S. OIL EQUIPMENT & SERVICES ETF ETF 464288844 312 12,355 SH   SOLE 0 12,355 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 1,398 26,560 SH   SOLE 0 26,560 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 1,282 15,309 SH   SOLE 0 15,309 0 0
EVERSOURCE ENERGY COM Stock 30040W108 452 6,375 SH   SOLE 0 6,375 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 347 6,685 SH   SOLE 0 6,685 0 0
STAG INDL INC COM REIT 85254J102 208 7,017 SH   SOLE 0 7,017 0 0
NOVAVAX INC COM Stock 670002104 25 44,900 SH   SOLE 0 44,900 0 0
VISA INC COM CL A Stock 92826C839 34,521 221,019 SH   SOLE 0 221,019 0 0
ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 21,976 373,749 SH   SOLE 0 373,749 0 0
VANGUARD VALUE INDEX FUND ETF 922908744 255 2,367 SH   SOLE 0 2,367 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 445 2,842 SH   SOLE 0 2,841 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 793 4,025 SH   SOLE 0 4,025 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 8,076 125,398 SH   SOLE 0 125,398 0 0
FACEBOOK INC CL A Stock 30303M102 1,286 7,712 SH   SOLE 0 7,712 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 400 4,447 SH   SOLE 0 4,447 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 301 25,199 SH   SOLE 0 25,199 0 0
MONDELEZ INTL INC CL A Stock 609207105 206 4,126 SH   SOLE 0 4,126 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 30,746 505,936 SH   SOLE 0 505,935 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 4,981 28,296 SH   SOLE 0 28,296 0 0
NVIDIA CORP COM Stock 67066G104 205 1,141 SH   SOLE 0 1,141 0 0
ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 13,575 257,014 SH   SOLE 0 257,013 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679 348 3,145 SH   SOLE 0 3,145 0 0
BALL CORP COM Stock 058498106 405 7,000 SH   SOLE 0 7,000 0 0
EOG RES INC COM Stock 26875P101 15,522 163,081 SH   SOLE 0 163,080 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 1,280 14,135 SH   SOLE 0 14,135 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 4,311 83,360 SH   SOLE 0 83,360 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 960 4,882 SH   SOLE 0 4,881 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 1,781 55,410 SH   SOLE 0 55,409 0 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 25 25,000 SH   SOLE 0 25,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD Stock 09253U108 19,383 554,286 SH   SOLE 0 554,286 0 0
ANSYS INC COM Stock 03662Q105 219 1,200 SH   SOLE 0 1,200 0 0
STRYKER CORP COM Stock 863667101 28,632 144,957 SH   SOLE 0 144,957 0 0
RAYTHEON CO COM NEW Stock 755111507 418 2,293 SH   SOLE 0 2,293 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 360 2,124 SH   SOLE 0 2,124 0 0
RESMED INC COM Stock 761152107 23,030 221,507 SH   SOLE 0 221,507 0 0
MCDONALDS CORP COM Stock 580135101 1,109 5,840 SH   SOLE 0 5,840 0 0
AMETEK INC NEW COM Stock 031100100 705 8,498 SH   SOLE 0 8,498 0 0
CISCO SYS INC COM Stock 17275R102 42,062 779,067 SH   SOLE 0 779,067 0 0
ISHARES RUSSELL MID-CAP ETF ETF 464287499 520 9,643 SH   SOLE 0 9,643 0 0
AT&T INC COM Stock 00206R102 1,354 43,181 SH   SOLE 0 43,181 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 833 12,600 SH   SOLE 0 12,600 0 0
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 24,275 217,133 SH   SOLE 0 217,133 0 0
GENERAL ELECTRIC CO COM Stock 369604103 543 54,361 SH   SOLE 0 54,361 0 0
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 8,266 73,690 SH   SOLE 0 73,689 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 353 2,048 SH   SOLE 0 2,048 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 10,726 37,692 SH   SOLE 0 37,691 0 0
WELLS FARGO CO NEW COM Stock 949746101 19,964 413,162 SH   SOLE 0 413,162 0 0
UNION PACIFIC CORP COM Stock 907818108 19,869 118,835 SH   SOLE 0 118,835 0 0
SALESFORCE COM INC COM Stock 79466L302 461 2,912 SH   SOLE 0 2,912 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 28,552 189,548 SH   SOLE 0 189,548 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 244 904 SH   SOLE 0 904 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 412 1,507 SH   SOLE 0 1,507 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 27,885 92,900 SH   SOLE 0 92,899 0 0
UMH PPTYS INC COM REIT 903002103 196 13,896 SH   SOLE 0 13,896 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 1,159 11,445 SH   SOLE 0 11,445 0 0
CHEVRON CORP NEW COM Stock 166764100 1,106 8,978 SH   SOLE 0 8,978 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 81,364 731,754 SH   SOLE 0 731,754 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 593 14,511 SH   SOLE 0 14,511 0 0
DANAHER CORPORATION COM Stock 235851102 833 6,307 SH   SOLE 0 6,307 0 0
TJX COS INC NEW COM Stock 872540109 29,651 557,244 SH   SOLE 0 557,243 0 0
BANK AMER CORP COM Stock 060505104 26,606 964,338 SH   SOLE 0 964,338 0 0
SPDR S&P DIVIDEND ETF ETF 78464A763 225 2,265 SH   SOLE 0 2,265 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,803 12,777 SH   SOLE 0 12,777 0 0
ORACLE CORP COM Stock 68389X105 228 4,251 SH   SOLE 0 4,251 0 0
UNITED TECHNOLOGIES CORP COM Stock 913017109 806 6,256 SH   SOLE 0 6,255 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 817 19,212 SH   SOLE 0 19,212 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 16,221 329,162 SH   SOLE 0 329,162 0 0
PFIZER INC COM Stock 717081103 995 23,424 SH   SOLE 0 23,424 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 521 4,380 SH   SOLE 0 4,380 0 0
3M Company Stock 88579Y101 18,956 91,230 SH   SOLE 0 91,230 0 0
CATERPILLAR INC DEL COM Stock 149123101 299 2,205 SH   SOLE 0 2,205 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 10,112 8,618 SH   SOLE 0 8,618 0 0
AMERICAN EXPRESS CO COM Stock 025816109 318 2,911 SH   SOLE 0 2,911 0 0
AMGEN INC COM Stock 031162100 668 3,516 SH   SOLE 0 3,516 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 1,745 15,917 SH   SOLE 0 15,917 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 18,019 492,988 SH   SOLE 0 492,987 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 8,142 74,652 SH   SOLE 0 74,652 0 0
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101 521 12,450 SH   SOLE 0 12,450 0 0
CONTRAFECT CORP COM Stock 212326102 5 13,500 SH   SOLE 0 13,500 0 0
CIMPRESS N V SHS EURO Stock N20146101 240 2,994 SH   SOLE 0 2,994 0 0
Daktari Stock 234264109 41 40,989 SH   SOLE 0 40,988 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 2,269 32,708 SH   SOLE 0 32,708 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 349 3,951 SH   SOLE 0 3,951 0 0
HILL ROM HLDGS INC COM Stock 431475102 339 3,200 SH   SOLE 0 3,200 0 0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF ETF 46641Q209 46,407 839,336 SH   SOLE 0 839,335 0 0
ALTRIA GROUP INC COM Stock 02209S103 425 7,392 SH   SOLE 0 7,391 0 0
EXXON MOBIL CORP COM Stock 30231G102 18,318 226,713 SH   SOLE 0 226,712 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 18,980 138,376 SH   SOLE 0 138,376 0 0
LOWES COS INC COM Stock 548661107 579 5,287 SH   SOLE 0 5,287 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 16,030 233,877 SH   SOLE 0 233,876 0 0
BANK HAWAII CORP COM Stock 062540109 206 2,608 SH   SOLE 0 2,607 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 347 3,342 SH   SOLE 0 3,342 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 23,175 181,053 SH   SOLE 0 181,052 0 0
ISHARES MSCI EAFE ETF ETF 464287465 45,698 704,556 SH   SOLE 0 704,556 0 0
APPLE INC COM Stock 037833100 51,847 272,952 SH   SOLE 0 272,951 0 0
PJT PARTNERS INC COM CL A Stock 69343T107 524 12,536 SH   SOLE 0 12,536 0 0
DISNEY WALT CO COM DISNEY Stock 254687106 769 6,924 SH   SOLE 0 6,923 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 717 7,637 SH   SOLE 0 7,637 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 314 2,540 SH   SOLE 0 2,539 0 0
ISHARES MORNINGSTAR LARGE-CAP ETF ETF 464287127 2,903 18,144 SH   SOLE 0 18,143 0 0