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 78,357 22,777 SH   SOLE 0 22,777 0 0
LENDINGTREE INC NEW COM Stock 52603B107 212 1,000 SH   SOLE 0 1,000 0 0
INVESCO QQQ TRUST ETF 46090E103 13,065 36,863 SH   SOLE 0 36,863 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 691 4,682 SH   SOLE 0 4,682 0 0
STARBUCKS CORP COM Stock 855244109 7,714 68,989 SH   SOLE 0 68,989 0 0
SEMPRA COM Stock 816851109 279 2,104 SH   SOLE 0 2,104 0 0
SQUARE INC CL A Stock 852234103 255 1,044 SH   SOLE 0 1,044 0 0
XPO LOGISTICS INC COM Stock 983793100 1,013 7,240 SH   SOLE 0 7,240 0 0
JOHNSON & JOHNSON COM Stock 478160104 68,800 417,630 SH   SOLE 0 417,629 0 0
EDITAS MEDICINE INC COM Stock 28106W103 1,453 25,660 SH   SOLE 0 25,660 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 1,901 8,531 SH   SOLE 0 8,530 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142 273 5,095 SH   SOLE 0 5,095 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 32,338 81,730 SH   SOLE 0 81,730 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 2,399 43,494 SH   SOLE 0 43,493 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 9,524 192,168 SH   SOLE 0 192,167 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 405 4,890 SH   SOLE 0 4,890 0 0
YUM BRANDS INC COM Stock 988498101 522 4,542 SH   SOLE 0 4,542 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 2,656 62,109 SH   SOLE 0 62,109 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 22,418 166,143 SH   SOLE 0 166,142 0 0
COCA COLA CO COM Stock 191216100 8,814 162,895 SH   SOLE 0 162,895 0 0
GENERAL MLS INC COM Stock 370334104 278 4,566 SH   SOLE 0 4,566 0 0
ISHARES NEW YORK MUNI BOND ETF ETF 464288323 376 6,426 SH   SOLE 0 6,426 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106 343 1,648 SH   SOLE 0 1,648 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 16,917 166,179 SH   SOLE 0 166,178 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 332 3,470 SH   SOLE 0 3,470 0 0
INTEL CORP COM Stock 458140100 2,168 38,619 SH   SOLE 0 38,619 0 0
STATE STR CORP COM Stock 857477103 56,118 682,034 SH   SOLE 0 682,033 0 0
MEDTRONIC PLC SHS Stock G5960L103 44,316 357,013 SH   SOLE 0 357,013 0 0
FORTIVE CORP COM Stock 34959J108 32,067 459,807 SH   SOLE 0 459,806 0 0
NETFLIX INC COM Stock 64110L106 508 961 SH   SOLE 0 961 0 0
PEOPLES UNITED FINANCIAL INC COM Stock 712704105 450 26,250 SH   SOLE 0 26,250 0 0
SEI INVTS CO COM Stock 784117103 18,560 299,494 SH   SOLE 0 299,494 0 0
MERCK & CO INC COM Stock 58933Y105 17,413 223,905 SH   SOLE 0 223,904 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 567 5,256 SH   SOLE 0 5,256 0 0
SPDR S&P 500 ETF ETF 78462F103 40,805 95,326 SH   SOLE 0 95,326 0 0
THE TRADE DESK INC COM CL A Stock 88339J105 25,011 323,310 SH   SOLE 0 323,310 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 13,049 35,741 SH   SOLE 0 35,741 0 0
NUTANIX INC CL A Stock 67059N108 382 10,000 SH   SOLE 0 10,000 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 861 3,851 SH   SOLE 0 3,851 0 0
UNITED RENTALS INC COM Stock 911363109 15,123 47,405 SH   SOLE 0 47,405 0 0
EMERSON ELEC CO COM Stock 291011104 3,650 37,926 SH   SOLE 0 37,926 0 0
YUM CHINA HLDGS INC COM Stock 98850P109 241 3,642 SH   SOLE 0 3,642 0 0
AVNET INC COM Stock 053807103 789 19,694 SH   SOLE 0 19,694 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 4,823 86,087 SH   SOLE 0 86,087 0 0
PENN NATL GAMING INC COM Stock 707569109 677 8,849 SH   SOLE 0 8,849 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 54,557 200,246 SH   SOLE 0 200,245 0 0
PEPSICO INC COM Stock 713448108 4,686 31,629 SH   SOLE 0 31,629 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 759 8,810 SH   SOLE 0 8,809 0 0
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 205 3,281 SH   SOLE 0 3,281 0 0
COMPUGEN LTD ORD Stock M25722105 172 20,720 SH   SOLE 0 20,720 0 0
KIMBERLY-CLARK CORP COM Stock 494368103 1,565 11,695 SH   SOLE 0 11,695 0 0
OKTA INC CL A Stock 679295105 267 1,092 SH   SOLE 0 1,092 0 0
HONEYWELL INTL INC COM Stock 438516106 28,010 127,697 SH   SOLE 0 127,697 0 0
FORD MTR CO DEL COM Stock 345370860 167 11,263 SH   SOLE 0 11,263 0 0
US BANCORP DEL COM NEW Stock 902973304 1,366 23,972 SH   SOLE 0 23,971 0 0
HOME DEPOT INC COM Stock 437076102 65,342 204,906 SH   SOLE 0 204,905 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 760 20,737 SH   SOLE 0 20,737 0 0
IOVANCE BIOTHERAPEUTICS INC COM Stock 462260100 208 8,000 SH   SOLE 0 8,000 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 319 1,604 SH   SOLE 0 1,604 0 0
SPDR GOLD SHARES ETF 78463V107 1,900 11,474 SH   SOLE 0 11,474 0 0
ISORAY INC COM Stock 46489V104 44 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 30,571 392,046 SH   SOLE 0 392,045 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 3,240 11,934 SH   SOLE 0 11,934 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 1,287 12,339 SH   SOLE 0 12,339 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 563 14,279 SH   SOLE 0 14,278 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 38,870 344,047 SH   SOLE 0 344,046 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 61,702 222,017 SH   SOLE 0 222,016 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 278 8,463 SH   SOLE 0 8,462 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 58,200 99,378 SH   SOLE 0 99,378 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104 563 16,365 SH   SOLE 0 16,365 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 63,967 26,196 SH   SOLE 0 26,196 0 0
FISERV INC COM Stock 337738108 24,749 231,538 SH   SOLE 0 231,538 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 271 478 SH   SOLE 0 478 0 0
ZSCALER INC COM Stock 98980G102 216 1,000 SH   SOLE 0 1,000 0 0
INTUIT COM Stock 461202103 1,029 2,099 SH   SOLE 0 2,099 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108 36,234 154,924 SH   SOLE 0 154,923 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102 26,575 458,440 SH   SOLE 0 458,440 0 0
COMCAST CORP NEW CL A Stock 20030N101 589 10,331 SH   SOLE 0 10,331 0 0
MICROSOFT CORP COM Stock 594918104 177,769 656,222 SH   SOLE 0 656,221 0 0
LENNAR CORP CL A Stock 526057104 943 9,496 SH   SOLE 0 9,496 0 0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 2,753 68,184 SH   SOLE 0 68,184 0 0
DOCUSIGN INC COM Stock 256163106 750 2,683 SH   SOLE 0 2,683 0 0
CVS HEALTH CORP COM Stock 126650100 32,202 385,921 SH   SOLE 0 385,921 0 0
ZILLOW GROUP INC Convertible 98954MAC5 47 30,000 SH   SOLE 0 30,000 0 0
V F CORP COM Stock 918204108 202 2,458 SH   SOLE 0 2,458 0 0
MACQUARIE INFRASTRUCTURE CORP COM Stock 55608B105 1,877 49,038 SH   SOLE 0 49,038 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 16,744 40 SH   SOLE 0 40 0 0
BOEING CO COM Stock 097023105 533 2,224 SH   SOLE 0 2,223 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 6,461 28,682 SH   SOLE 0 28,681 0 0
VANGUARD MID-CAP INDEX FUND ETF 922908629 6,514 27,443 SH   SOLE 0 27,443 0 0
NEXTERA ENERGY INC COM Stock 65339F101 611 8,335 SH   SOLE 0 8,335 0 0
NIKE INC CL B Stock 654106103 7,308 47,307 SH   SOLE 0 47,307 0 0
ALIGN TECHNOLOGY INC COM Stock 016255101 204 334 SH   SOLE 0 334 0 0
VANGUARD SHORT-TERM GOVERNMENT BOND ETF ETF 92206C102 396 6,450 SH   SOLE 0 6,450 0 0
TESLA INC COM Stock 88160R101 2,716 3,996 SH   SOLE 0 3,996 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 22,971 190,442 SH   SOLE 0 190,442 0 0
VANGUARD HEALTH CARE INDEX FUND ETF 92204A504 314 1,272 SH   SOLE 0 1,272 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 216 5,890 SH   SOLE 0 5,890 0 0
MODERNA INC COM Stock 60770K107 305 1,300 SH   SOLE 0 1,300 0 0
NORFOLK SOUTHN CORP COM Stock 655844108 1,075 4,052 SH   SOLE 0 4,052 0 0
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT Stock G16258108 973 25,237 SH   SOLE 0 25,237 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 818 2,050 SH   SOLE 0 2,050 0 0
AMPHENOL CORP NEW CL A Stock 032095101 24,017 351,068 SH   SOLE 0 351,068 0 0
CGI INC CL A SUB VTG Stock 12532H104 360 3,975 SH   SOLE 0 3,975 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101 1,316 6,418 SH   SOLE 0 6,418 0 0
VANGUARD S&P 500 ETF ETF 922908363 11,652 29,610 SH   SOLE 0 29,609 0 0
SPDR S&P MIDCAP 400 ETF ETF 78467Y107 335 683 SH   SOLE 0 683 0 0
CHEWY INC CL A Stock 16679L109 248 3,117 SH   SOLE 0 3,117 0 0
SPDR S&P 600 SMALL CAP ETF ETF 78464A813 49,792 509,431 SH   SOLE 0 509,431 0 0
BOOKING HOLDINGS INC COM Stock 09857L108 32,741 14,963 SH   SOLE 0 14,963 0 0
LILLY ELI & CO COM Stock 532457108 7,199 31,365 SH   SOLE 0 31,365 0 0
PELOTON INTERACTIVE INC CL A COM Stock 70614W100 550 4,435 SH   SOLE 0 4,435 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 225 1,954 SH   SOLE 0 1,953 0 0
KALEYRA INC COM Stock 483379103 407 33,250 SH   SOLE 0 33,250 0 0
AGENUS INC COM NEW Stock 00847G705 229 41,678 SH   SOLE 0 41,678 0 0
DRAFTKINGS INC COM CL A Stock 26142R104 442 8,476 SH   SOLE 0 8,476 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 1,099 4,790 SH   SOLE 0 4,790 0 0
TWILIO INC CL A Stock 90138F102 244 620 SH   SOLE 0 620 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 871 8,824 SH   SOLE 0 8,824 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,359 27,967 SH   SOLE 0 27,967 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 1,678 27,556 SH   SOLE 0 27,556 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 1,284 15,178 SH   SOLE 0 15,177 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG Stock 11284V105 316 7,535 SH   SOLE 0 7,535 0 0
EVERSOURCE ENERGY COM Stock 30040W108 666 8,305 SH   SOLE 0 8,305 0 0
SNOWFLAKE INC CL A Stock 833445109 212 875 SH   SOLE 0 875 0 0
GOLDMAN SACHS INNOVATE EQUITY ETF ETF 38149W820 2,369 38,079 SH   SOLE 0 38,079 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 247 4,530 SH   SOLE 0 4,530 0 0
AIRBNB INC COM CL A Stock 009066101 257 1,677 SH   SOLE 0 1,677 0 0
STAG INDL INC COM REIT 85254J102 263 7,017 SH   SOLE 0 7,017 0 0
VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 837 3,540 SH   SOLE 0 3,540 0 0
BURCON NUTRASCIENCE CORP COM Stock 120831102 33 11,750 SH   SOLE 0 11,750 0 0
XYLEM INC COM Stock 98419M100 40,131 334,543 SH   SOLE 0 334,542 0 0
CAMBRIDGE BANCORP COM Stock 132152109 409 4,932 SH   SOLE 0 4,932 0 0
ORGANON & CO COMMON STOCK Stock 68622V106 643 21,244 SH   SOLE 0 21,243 0 0
VISA INC COM CL A Stock 92826C839 91,135 389,766 SH   SOLE 0 389,765 0 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 31,869 432,948 SH   SOLE 0 432,947 0 0
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 820 2,831 SH   SOLE 0 2,831 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 873 3,044 SH   SOLE 0 3,044 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 6,190 22,913 SH   SOLE 0 22,912 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 19,924 201,741 SH   SOLE 0 201,740 0 0
FACEBOOK INC CL A Stock 30303M102 43,105 123,968 SH   SOLE 0 123,968 0 0
SERVICENOW INC COM Stock 81762P102 6,070 11,046 SH   SOLE 0 11,046 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 496 46,183 SH   SOLE 0 46,183 0 0
MONDELEZ INTL INC CL A Stock 609207105 1,002 16,055 SH   SOLE 0 16,055 0 0
WP CAREY INC COM REIT 92936U109 597 8,005 SH   SOLE 0 8,005 0 0
BROADCOM INC COM Stock 11135F101 220 462 SH   SOLE 0 462 0 0
PROSHARES ULTRASHORT S&P 500 ETF 74347B383 579 64,000 SH   SOLE 0 64,000 0 0
PIONEER NAT RES CO COM Stock 723787107 1,157 7,122 SH   SOLE 0 7,122 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 90,093 1,203,447 SH   SOLE 0 1,203,447 0 0
HEXCEL CORP NEW COM Stock 428291108 1,872 30,000 SH   SOLE 0 30,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 82,648 280,361 SH   SOLE 0 280,361 0 0
INVESCO MSCI SUSTAINABLE FUTURE ETF ETF 46137V407 413 5,965 SH   SOLE 0 5,965 0 0
NVIDIA CORPORATION COM Stock 67066G104 1,485 1,856 SH   SOLE 0 1,856 0 0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 1,783 32,529 SH   SOLE 0 32,529 0 0
BALL CORP COM Stock 058498106 567 7,000 SH   SOLE 0 7,000 0 0
EOG RES INC COM Stock 26875P101 900 10,790 SH   SOLE 0 10,790 0 0
ABBVIE INC COM Stock 00287Y109 1,286 11,418 SH   SOLE 0 11,418 0 0
CANADIAN IMP BK COMM COM Stock 136069101 743 6,523 SH   SOLE 0 6,523 0 0
S&P GLOBAL INC COM Stock 78409V104 41,299 100,618 SH   SOLE 0 100,618 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 1,477 10,906 SH   SOLE 0 10,906 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 8,730 130,321 SH   SOLE 0 130,321 0 0
ARCBEST CORP COM Stock 03937C105 873 15,000 SH   SOLE 0 15,000 0 0
ISHARES CORE 1-5 YEAR USD BOND ETF ETF 46432F859 16,299 317,788 SH   SOLE 0 317,788 0 0
ZOETIS INC CL A Stock 98978V103 38,256 205,281 SH   SOLE 0 205,280 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 1,318 4,230 SH   SOLE 0 4,229 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 1,536 31,606 SH   SOLE 0 31,606 0 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 12 20,000 SH   SOLE 0 20,000 0 0
BLACKSTONE GROUP INC COM Stock 09260D107 74,593 767,891 SH   SOLE 0 767,891 0 0
ANSYS INC COM Stock 03662Q105 317 912 SH   SOLE 0 912 0 0
INFORMATION SVCS GROUP INC COM Stock 45675Y104 6,414 1,096,390 SH   SOLE 0 1,096,390 0 0
STRYKER CORPORATION COM Stock 863667101 45,022 173,342 SH   SOLE 0 173,342 0 0
QUDIAN INC ADR ADR 747798106 29 12,050 SH   SOLE 0 12,050 0 0
SPDR BLACKSTONE SENIOR LOAN ETF ETF 78467V608 13,212 285,415 SH   SOLE 0 285,415 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 534 2,835 SH   SOLE 0 2,835 0 0
RESMED INC COM Stock 761152107 43,105 174,853 SH   SOLE 0 174,852 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 348 378 SH   SOLE 0 378 0 0
MCDONALDS CORP COM Stock 580135101 6,400 27,706 SH   SOLE 0 27,706 0 0
AMETEK INC COM Stock 031100100 320 2,400 SH   SOLE 0 2,400 0 0
CISCO SYS INC COM Stock 17275R102 45,414 856,878 SH   SOLE 0 856,877 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 2,156 13,936 SH   SOLE 0 13,936 0 0
AT&T INC COM Stock 00206R102 1,653 57,419 SH   SOLE 0 57,419 0 0
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF 921937819 406 4,510 SH   SOLE 0 4,510 0 0
VANGUARD FINANCIALS INDEX FUND ETF 92204A405 360 3,981 SH   SOLE 0 3,981 0 0
ISHARES BIOTECHNOLOGY FUND ETF 464287556 21,751 132,914 SH   SOLE 0 132,914 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301 711 52,789 SH   SOLE 0 52,789 0 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 1,792 13,509 SH   SOLE 0 13,509 0 0
MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 388 1,788 SH   SOLE 0 1,788 0 0
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3,424 19,743 SH   SOLE 0 19,742 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853 54,527 1,240,948 SH   SOLE 0 1,240,947 0 0
LULULEMON ATHLETICA INC COM Stock 550021109 5,509 15,094 SH   SOLE 0 15,094 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 1,134 15,588 SH   SOLE 0 15,588 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 14,301 33,263 SH   SOLE 0 33,263 0 0
WELLS FARGO CO NEW COM Stock 949746101 2,969 65,557 SH   SOLE 0 65,557 0 0
UNION PAC CORP COM Stock 907818108 525 2,389 SH   SOLE 0 2,389 0 0
ECOLAB INC COM Stock 278865100 229 1,111 SH   SOLE 0 1,111 0 0
SALESFORCE COM INC COM Stock 79466L302 840 3,437 SH   SOLE 0 3,437 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 36,337 411,422 SH   SOLE 0 411,421 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 297 818 SH   SOLE 0 818 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,498 2,969 SH   SOLE 0 2,969 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 40,058 105,875 SH   SOLE 0 105,874 0 0
UMH PPTYS INC COM REIT 903002103 303 13,896 SH   SOLE 0 13,896 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 37,985 244,212 SH   SOLE 0 244,211 0 0
CHEVRON CORP NEW COM Stock 166764100 11,905 113,664 SH   SOLE 0 113,664 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 92,412 788,494 SH   SOLE 0 788,494 0 0
MARKEL CORP COM Stock 570535104 297 250 SH   SOLE 0 250 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 1,256 24,381 SH   SOLE 0 24,381 0 0
DANAHER CORPORATION COM Stock 235851102 46,596 173,634 SH   SOLE 0 173,634 0 0
TJX COS INC NEW COM Stock 872540109 50,200 744,602 SH   SOLE 0 744,602 0 0
BK OF AMERICA CORP COM Stock 060505104 62,596 1,518,210 SH   SOLE 0 1,518,209 0 0
WALMART INC COM Stock 931142103 642 4,549 SH   SOLE 0 4,549 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3,108 21,200 SH   SOLE 0 21,200 0 0
ORACLE CORP COM Stock 68389X105 2,745 35,262 SH   SOLE 0 35,262 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 3,405 39,918 SH   SOLE 0 39,917 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 9,414 173,346 SH   SOLE 0 173,346 0 0
TEXAS INSTRS INC COM Stock 882508104 7,219 37,538 SH   SOLE 0 37,538 0 0
TARGET CORP COM Stock 87612E106 237 981 SH   SOLE 0 981 0 0
VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 318 3,034 SH   SOLE 0 3,034 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 9,745 187,012 SH   SOLE 0 187,012 0 0
PFIZER INC COM Stock 717081103 1,200 30,653 SH   SOLE 0 30,652 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 762 5,679 SH   SOLE 0 5,679 0 0
MORGAN STANLEY COM NEW Stock 617446448 12,366 134,863 SH   SOLE 0 134,863 0 0
3M Company Stock 88579Y101 635 3,195 SH   SOLE 0 3,195 0 0
CATERPILLAR INC COM Stock 149123101 4,289 19,709 SH   SOLE 0 19,709 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 61,950 24,717 SH   SOLE 0 24,717 0 0
AMERICAN EXPRESS CO COM Stock 025816109 1,212 7,337 SH   SOLE 0 7,336 0 0
AMGEN INC COM Stock 031162100 968 3,971 SH   SOLE 0 3,971 0 0
OTIS WORLDWIDE CORP COM Stock 68902V107 774 9,461 SH   SOLE 0 9,460 0 0
ANALOG DEVICES INC COM Stock 032654105 5,230 30,380 SH   SOLE 0 30,380 0 0
WILLIAMS COS INC COM Stock 969457100 12,485 470,235 SH   SOLE 0 470,235 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 7,265 46,938 SH   SOLE 0 46,937 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 231 5,326 SH   SOLE 0 5,326 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 10,859 94,155 SH   SOLE 0 94,155 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 1,632 20,168 SH   SOLE 0 20,168 0 0
SYNEOS HEALTH INC CL A Stock 87166B102 22,370 249,979 SH   SOLE 0 249,979 0 0
CIMPRESS PLC SHS EURO Stock G2143T103 325 2,994 SH   SOLE 0 2,994 0 0
Daktari Stock 234264109 41 40,989 SH   SOLE 0 40,988 0 0
VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 1,738 21,152 SH   SOLE 0 21,152 0 0
GARTNER INC COM Stock 366651107 228 942 SH   SOLE 0 942 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 2,852 29,908 SH   SOLE 0 29,908 0 0
LAM RESEARCH CORP COM Stock 512807108 239 368 SH   SOLE 0 368 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 4,027 40,636 SH   SOLE 0 40,636 0 0
HILL-ROM HLDGS INC COM Stock 431475102 363 3,200 SH   SOLE 0 3,200 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 312 4,667 SH   SOLE 0 4,667 0 0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF ETF 46641Q209 6,423 102,854 SH   SOLE 0 102,853 0 0
ALTRIA GROUP INC COM Stock 02209S103 1,139 23,880 SH   SOLE 0 23,880 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 348 2,256 SH   SOLE 0 2,256 0 0
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