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 75,921 23,111 SH   SOLE 0 23,111 0 0
INVESCO QQQ TRUST ETF 46090E103 11,565 32,309 SH   SOLE 0 32,308 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 716 4,796 SH   SOLE 0 4,796 0 0
STARBUCKS CORP COM Stock 855244109 7,579 68,709 SH   SOLE 0 68,709 0 0
SEMPRA COM Stock 816851109 266 2,104 SH   SOLE 0 2,104 0 0
SQUARE INC CL A Stock 852234103 234 975 SH   SOLE 0 975 0 0
XPO LOGISTICS INC COM Stock 983793100 576 7,240 SH   SOLE 0 7,240 0 0
JOHNSON & JOHNSON COM Stock 478160104 67,989 420,976 SH   SOLE 0 420,975 0 0
EDITAS MEDICINE INC COM Stock 28106W103 841 20,480 SH   SOLE 0 20,480 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 1,895 8,533 SH   SOLE 0 8,532 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142 292 5,335 SH   SOLE 0 5,335 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 36,675 81,619 SH   SOLE 0 81,618 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 2,175 43,165 SH   SOLE 0 43,164 0 0
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 9,333 188,929 SH   SOLE 0 188,928 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 407 4,890 SH   SOLE 0 4,890 0 0
YUM BRANDS INC COM Stock 988498101 556 4,542 SH   SOLE 0 4,542 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 2,695 62,109 SH   SOLE 0 62,109 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 23,170 165,735 SH   SOLE 0 165,735 0 0
COCA COLA CO COM Stock 191216100 8,501 162,018 SH   SOLE 0 162,018 0 0
GENERAL MLS INC COM Stock 370334104 273 4,566 SH   SOLE 0 4,566 0 0
ISHARES NEW YORK MUNI BOND ETF ETF 464288323 388 6,705 SH   SOLE 0 6,705 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106 374 2,056 SH   SOLE 0 2,056 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 17,126 168,236 SH   SOLE 0 168,235 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 333 3,470 SH   SOLE 0 3,470 0 0
INTEL CORP COM Stock 458140100 2,052 38,518 SH   SOLE 0 38,518 0 0
STATE STR CORP COM Stock 857477103 57,437 677,964 SH   SOLE 0 677,963 0 0
MEDTRONIC PLC SHS Stock G5960L103 44,811 357,478 SH   SOLE 0 357,478 0 0
FORTIVE CORP COM Stock 34959J108 34,437 487,970 SH   SOLE 0 487,969 0 0
NETFLIX INC COM Stock 64110L106 550 901 SH   SOLE 0 901 0 0
PEOPLES UNITED FINANCIAL INC COM Stock 712704105 459 26,250 SH   SOLE 0 26,250 0 0
SEI INVTS CO COM Stock 784117103 14,884 250,994 SH   SOLE 0 250,994 0 0
MERCK & CO INC COM Stock 58933Y105 16,139 214,872 SH   SOLE 0 214,872 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 506 4,704 SH   SOLE 0 4,704 0 0
SPDR S&P 500 ETF ETF 78462F103 39,560 92,185 SH   SOLE 0 92,184 0 0
THE TRADE DESK INC COM CL A Stock 88339J105 22,411 318,795 SH   SOLE 0 318,795 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 9,458 27,204 SH   SOLE 0 27,204 0 0
NUTANIX INC CL A Stock 67059N108 377 10,000 SH   SOLE 0 10,000 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 796 3,851 SH   SOLE 0 3,851 0 0
UNITED RENTALS INC COM Stock 911363109 16,492 46,995 SH   SOLE 0 46,995 0 0
EMERSON ELEC CO COM Stock 291011104 3,573 37,926 SH   SOLE 0 37,926 0 0
YUM CHINA HLDGS INC COM Stock 98850P109 212 3,642 SH   SOLE 0 3,642 0 0
AVNET INC COM Stock 053807103 728 19,694 SH   SOLE 0 19,694 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 4,343 80,409 SH   SOLE 0 80,408 0 0
PENN NATL GAMING INC COM Stock 707569109 641 8,849 SH   SOLE 0 8,849 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 56,205 200,923 SH   SOLE 0 200,923 0 0
PEPSICO INC COM Stock 713448108 4,459 29,643 SH   SOLE 0 29,643 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 2,901 33,668 SH   SOLE 0 33,668 0 0
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 204 3,281 SH   SOLE 0 3,281 0 0
COMPUGEN LTD ORD Stock M25722105 119 19,970 SH   SOLE 0 19,970 0 0
KIMBERLY-CLARK CORP COM Stock 494368103 1,549 11,695 SH   SOLE 0 11,695 0 0
OKTA INC CL A Stock 679295105 259 1,092 SH   SOLE 0 1,092 0 0
HONEYWELL INTL INC COM Stock 438516106 27,122 127,766 SH   SOLE 0 127,766 0 0
FORD MTR CO DEL COM Stock 345370860 191 13,463 SH   SOLE 0 13,463 0 0
US BANCORP DEL COM NEW Stock 902973304 1,425 23,972 SH   SOLE 0 23,971 0 0
HOME DEPOT INC COM Stock 437076102 68,270 207,973 SH   SOLE 0 207,973 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 758 20,737 SH   SOLE 0 20,737 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 321 1,604 SH   SOLE 0 1,604 0 0
SPDR GOLD SHARES ETF 78463V107 1,884 11,474 SH   SOLE 0 11,474 0 0
ISORAY INC COM Stock 46489V104 35 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 29,256 406,336 SH   SOLE 0 406,335 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 3,134 11,437 SH   SOLE 0 11,437 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 1,127 10,850 SH   SOLE 0 10,850 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 582 15,029 SH   SOLE 0 15,028 0 0
FORTINET INC COM Stock 34959E109 233 797 SH   SOLE 0 797 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 37,593 344,285 SH   SOLE 0 344,285 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 61,260 224,432 SH   SOLE 0 224,432 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 276 9,060 SH   SOLE 0 9,059 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 58,045 100,822 SH   SOLE 0 100,822 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104 582 16,365 SH   SOLE 0 16,365 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 71,449 26,724 SH   SOLE 0 26,724 0 0
FISERV INC COM Stock 337738108 25,179 232,063 SH   SOLE 0 232,063 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 292 478 SH   SOLE 0 478 0 0
ZSCALER INC COM Stock 98980G102 249 950 SH   SOLE 0 950 0 0
INTUIT COM Stock 461202103 1,128 2,090 SH   SOLE 0 2,090 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108 33,667 159,791 SH   SOLE 0 159,791 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS Stock G8060N102 26,000 475,134 SH   SOLE 0 475,134 0 0
COMCAST CORP NEW CL A Stock 20030N101 645 11,532 SH   SOLE 0 11,532 0 0
MICROSOFT CORP COM Stock 594918104 181,083 642,313 SH   SOLE 0 642,313 0 0
LENNAR CORP CL A Stock 526057104 890 9,496 SH   SOLE 0 9,496 0 0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 2,802 71,821 SH   SOLE 0 71,821 0 0
DOCUSIGN INC COM Stock 256163106 691 2,683 SH   SOLE 0 2,683 0 0
CVS HEALTH CORP COM Stock 126650100 32,970 388,502 SH   SOLE 0 388,501 0 0
MACQUARIE INFRASTR HOLD LLC COMMON UNITS Stock 55608B105 1,898 46,788 SH   SOLE 0 46,788 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 16,455 40 SH   SOLE 0 40 0 0
BOEING CO COM Stock 097023105 485 2,204 SH   SOLE 0 2,203 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 6,228 28,482 SH   SOLE 0 28,481 0 0
VANGUARD MID-CAP INDEX FUND ETF 922908629 6,497 27,443 SH   SOLE 0 27,443 0 0
NEXTERA ENERGY INC COM Stock 65339F101 654 8,335 SH   SOLE 0 8,335 0 0
NIKE INC CL B Stock 654106103 6,928 47,706 SH   SOLE 0 47,706 0 0
ALIGN TECHNOLOGY INC COM Stock 016255101 222 334 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 3,186 4,108 SH   SOLE 0 4,108 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 27,347 206,997 SH   SOLE 0 206,997 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 221 5,890 SH   SOLE 0 5,890 0 0
MODERNA INC COM Stock 60770K107 560 1,454 SH   SOLE 0 1,454 0 0
NORFOLK SOUTHN CORP COM Stock 655844108 963 4,024 SH   SOLE 0 4,024 0 0
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT Stock G16258108 931 25,237 SH   SOLE 0 25,237 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 823 2,050 SH   SOLE 0 2,050 0 0
AMPHENOL CORP NEW CL A Stock 032095101 25,766 351,850 SH   SOLE 0 351,850 0 0
CGI INC CL A SUB VTG Stock 12532H104 324 3,825 SH   SOLE 0 3,825 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101 1,125 6,418 SH   SOLE 0 6,418 0 0
VANGUARD S&P 500 ETF ETF 922908363 11,526 29,223 SH   SOLE 0 29,223 0 0
SPDR S&P MIDCAP 400 ETF ETF 78467Y107 328 683 SH   SOLE 0 683 0 0
CHEWY INC CL A Stock 16679L109 212 3,117 SH   SOLE 0 3,117 0 0
SPDR S&P 600 SMALL CAP ETF ETF 78464A813 47,860 505,171 SH   SOLE 0 505,171 0 0
BOOKING HOLDINGS INC COM Stock 09857L108 36,983 15,579 SH   SOLE 0 15,579 0 0
LILLY ELI & CO COM Stock 532457108 7,243 31,350 SH   SOLE 0 31,350 0 0
PELOTON INTERACTIVE INC CL A COM Stock 70614W100 238 2,735 SH   SOLE 0 2,735 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 221 1,954 SH   SOLE 0 1,953 0 0
KALEYRA INC COM Stock 483379103 366 33,250 SH   SOLE 0 33,250 0 0
AGENUS INC COM NEW Stock 00847G705 173 32,928 SH   SOLE 0 32,928 0 0
DRAFTKINGS INC COM CL A Stock 26142R104 408 8,479 SH   SOLE 0 8,479 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 1,048 4,790 SH   SOLE 0 4,790 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 877 8,985 SH   SOLE 0 8,985 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 1,416 27,350 SH   SOLE 0 27,349 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 1,692 27,804 SH   SOLE 0 27,804 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 1,275 15,707 SH   SOLE 0 15,706 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG Stock 11284V105 292 7,535 SH   SOLE 0 7,535 0 0
EVERSOURCE ENERGY COM Stock 30040W108 671 8,205 SH   SOLE 0 8,205 0 0
GOLDMAN SACHS INNOVATE EQUITY ETF ETF 38149W820 2,267 38,033 SH   SOLE 0 38,033 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 232 4,282 SH   SOLE 0 4,282 0 0
AIRBNB INC COM CL A Stock 009066101 356 2,120 SH   SOLE 0 2,120 0 0
STAG INDL INC COM REIT 85254J102 275 7,017 SH   SOLE 0 7,017 0 0
VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 841 3,560 SH   SOLE 0 3,560 0 0
BURCON NUTRASCIENCE CORP COM Stock 120831102 18 11,750 SH   SOLE 0 11,750 0 0
XYLEM INC COM Stock 98419M100 43,490 351,615 SH   SOLE 0 351,614 0 0
CAMBRIDGE BANCORP COM Stock 132152109 434 4,932 SH   SOLE 0 4,932 0 0
ORGANON & CO COMMON STOCK Stock 68622V106 501 15,288 SH   SOLE 0 15,288 0 0
VISA INC COM CL A Stock 92826C839 87,736 393,870 SH   SOLE 0 393,869 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK Stock 36262G101 568 7,240 SH   SOLE 0 7,240 0 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 31,852 433,364 SH   SOLE 0 433,364 0 0
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 922908595 793 2,831 SH   SOLE 0 2,831 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 862 2,969 SH   SOLE 0 2,969 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 6,045 22,778 SH   SOLE 0 22,777 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 19,857 201,841 SH   SOLE 0 201,840 0 0
FACEBOOK INC CL A Stock 30303M102 41,618 122,626 SH   SOLE 0 122,626 0 0
SERVICENOW INC COM Stock 81762P102 6,939 11,151 SH   SOLE 0 11,151 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 235 491 SH   SOLE 0 491 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 518 46,183 SH   SOLE 0 46,183 0 0
MONDELEZ INTL INC CL A Stock 609207105 926 15,914 SH   SOLE 0 15,914 0 0
WP CAREY INC COM REIT 92936U109 585 8,005 SH   SOLE 0 8,005 0 0
BROADCOM INC COM Stock 11135F101 233 481 SH   SOLE 0 480 0 0
PROSHARES ULTRASHORT S&P 500 ETF 74347B383 567 64,000 SH   SOLE 0 64,000 0 0
PROSHARES ULTRASHORT 20 YEAR TREASURY ETF 74347B201 639 34,800 SH   SOLE 0 34,800 0 0
PIONEER NAT RES CO COM Stock 723787107 5,257 31,571 SH   SOLE 0 31,571 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 92,855 1,250,553 SH   SOLE 0 1,250,553 0 0
HEXCEL CORP NEW COM Stock 428291108 1,782 30,000 SH   SOLE 0 30,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 91,267 285,278 SH   SOLE 0 285,278 0 0
INVESCO MSCI SUSTAINABLE FUTURE ETF ETF 46137V407 432 6,824 SH   SOLE 0 6,824 0 0
NVIDIA CORPORATION COM Stock 67066G104 1,545 7,460 SH   SOLE 0 7,460 0 0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 1,702 31,150 SH   SOLE 0 31,149 0 0
BALL CORP COM Stock 058498106 630 7,000 SH   SOLE 0 7,000 0 0
EOG RES INC COM Stock 26875P101 866 10,790 SH   SOLE 0 10,790 0 0
ABBVIE INC COM Stock 00287Y109 1,287 11,933 SH   SOLE 0 11,933 0 0
CANADIAN IMP BK COMM COM Stock 136069101 726 6,523 SH   SOLE 0 6,523 0 0
S&P GLOBAL INC COM Stock 78409V104 44,169 103,953 SH   SOLE 0 103,953 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 896 7,125 SH   SOLE 0 7,125 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 8,356 135,290 SH   SOLE 0 135,290 0 0
ARCBEST CORP COM Stock 03937C105 1,227 15,000 SH   SOLE 0 15,000 0 0
ISHARES CORE 1-5 YEAR USD BOND ETF ETF 46432F859 15,868 310,704 SH   SOLE 0 310,704 0 0
ZOETIS INC CL A Stock 98978V103 39,651 204,240 SH   SOLE 0 204,239 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 1,210 4,123 SH   SOLE 0 4,122 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 1,559 32,121 SH   SOLE 0 32,121 0 0
BLACKSTONE INC COM Stock 09260D107 85,480 734,747 SH   SOLE 0 734,747 0 0
ANSYS INC COM Stock 03662Q105 310 912 SH   SOLE 0 912 0 0
INFORMATION SVCS GROUP INC COM Stock 45675Y104 6,199 863,390 SH   SOLE 0 863,390 0 0
STRYKER CORPORATION COM Stock 863667101 45,684 173,225 SH   SOLE 0 173,224 0 0
SPDR BLACKSTONE SENIOR LOAN ETF ETF 78467V608 19,308 419,559 SH   SOLE 0 419,559 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 556 2,835 SH   SOLE 0 2,835 0 0
RESMED INC COM Stock 761152107 46,112 174,962 SH   SOLE 0 174,961 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 370 372 SH   SOLE 0 372 0 0
MCDONALDS CORP COM Stock 580135101 6,657 27,608 SH   SOLE 0 27,608 0 0
AMETEK INC COM Stock 031100100 298 2,400 SH   SOLE 0 2,400 0 0
CISCO SYS INC COM Stock 17275R102 47,205 867,228 SH   SOLE 0 867,228 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 2,257 13,936 SH   SOLE 0 13,936 0 0
AT&T INC COM Stock 00206R102 1,452 53,758 SH   SOLE 0 53,757 0 0
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF 921937819 403 4,510 SH   SOLE 0 4,510 0 0
VANGUARD FINANCIALS INDEX FUND ETF 92204A405 369 3,981 SH   SOLE 0 3,981 0 0
ISHARES BIOTECHNOLOGY FUND ETF 464287556 21,571 133,421 SH   SOLE 0 133,421 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301 679 6,592 SH   SOLE 0 6,592 0 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 1,753 13,484 SH   SOLE 0 13,484 0 0
MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 415 1,788 SH   SOLE 0 1,788 0 0
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3,202 18,236 SH   SOLE 0 18,235 0 0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853 55,988 1,314,255 SH   SOLE 0 1,314,254 0 0
LULULEMON ATHLETICA INC COM Stock 550021109 6,037 14,916 SH   SOLE 0 14,916 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 1,150 15,553 SH   SOLE 0 15,553 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 14,388 33,397 SH   SOLE 0 33,397 0 0
EVOGENE LTD SHS Stock M4119S104 37 14,000 SH   SOLE 0 14,000 0 0
WELLS FARGO CO NEW COM Stock 949746101 2,983 64,282 SH   SOLE 0 64,282 0 0
UNION PAC CORP COM Stock 907818108 424 2,159 SH   SOLE 0 2,159 0 0
ECOLAB INC COM Stock 278865100 232 1,111 SH   SOLE 0 1,111 0 0
SALESFORCE COM INC COM Stock 79466L302 44,961 165,774 SH   SOLE 0 165,774 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 32,980 406,985 SH   SOLE 0 406,984 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 291 808 SH   SOLE 0 808 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,725 3,020 SH   SOLE 0 3,020 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 36,415 105,517 SH   SOLE 0 105,516 0 0
UMH PPTYS INC COM REIT 903002103 344 15,038 SH   SOLE 0 15,038 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 39,969 244,174 SH   SOLE 0 244,173 0 0
CHEVRON CORP NEW COM Stock 166764100 10,038 98,943 SH   SOLE 0 98,943 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 94,956 817,385 SH   SOLE 0 817,384 0 0
MARKEL CORP COM Stock 570535104 299 250 SH   SOLE 0 250 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 1,231 24,381 SH   SOLE 0 24,381 0 0
DANAHER CORPORATION COM Stock 235851102 50,041 164,372 SH   SOLE 0 164,372 0 0
TJX COS INC NEW COM Stock 872540109 51,485 780,219 SH   SOLE 0 780,218 0 0
BK OF AMERICA CORP COM Stock 060505104 66,423 1,564,720 SH   SOLE 0 1,564,719 0 0
WALMART INC COM Stock 931142103 617 4,429 SH   SOLE 0 4,428 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 2,924 21,046 SH   SOLE 0 21,045 0 0
ORACLE CORP COM Stock 68389X105 3,053 35,044 SH   SOLE 0 35,044 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 2,997 34,865 SH   SOLE 0 34,865 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 4,637 92,726 SH   SOLE 0 92,726 0 0
TEXAS INSTRS INC COM Stock 882508104 7,197 37,443 SH   SOLE 0 37,443 0 0
TARGET CORP COM Stock 87612E106 222 971 SH   SOLE 0 971 0 0
VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 314 3,034 SH   SOLE 0 3,034 0 0
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF ETF 78468R721 9,392 182,122 SH   SOLE 0 182,122 0 0
PFIZER INC COM Stock 717081103 1,384 32,187 SH   SOLE 0 32,186 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 757 5,679 SH   SOLE 0 5,679 0 0
MORGAN STANLEY COM NEW Stock 617446448 12,627 129,763 SH   SOLE 0 129,763 0 0
3M Company Stock 88579Y101 594 3,385 SH   SOLE 0 3,385 0 0
CATERPILLAR INC COM Stock 149123101 3,784 19,709 SH   SOLE 0 19,709 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 64,078 24,041 SH   SOLE 0 24,041 0 0
AMERICAN EXPRESS CO COM Stock 025816109 1,227 7,322 SH   SOLE 0 7,321 0 0
AMGEN INC COM Stock 031162100 813 3,824 SH   SOLE 0 3,824 0 0
OTIS WORLDWIDE CORP COM Stock 68902V107 742 9,017 SH   SOLE 0 9,016 0 0
ANALOG DEVICES INC COM Stock 032654105 5,088 30,380 SH   SOLE 0 30,380 0 0
WILLIAMS COS INC COM Stock 969457100 12,877 496,430 SH   SOLE 0 496,430 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 7,191 46,815 SH   SOLE 0 46,814 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 241 5,326 SH   SOLE 0 5,326 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 11,087 96,549 SH   SOLE 0 96,548 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 1,562 19,721 SH   SOLE 0 19,721 0 0
SYNEOS HEALTH INC CL A Stock 87166B102 23,618 269,971 SH   SOLE 0 269,971 0 0
CIMPRESS PLC SHS EURO Stock G2143T103 260 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 1,827 22,296 SH   SOLE 0 22,296 0 0
GARTNER INC COM Stock 366651107 299 985 SH   SOLE 0 984 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 2,697 29,908 SH   SOLE 0 29,908 0 0
LAM RESEARCH CORP COM Stock 512807108 209 368 SH   SOLE 0 368 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 2,592 27,347 SH   SOLE 0 27,347 0 0
HILL-ROM HLDGS INC COM Stock 431475102 480 3,200 SH   SOLE 0 3,200 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 300 5,076 SH   SOLE 0 5,076 0 0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF ETF 46641Q209 5,801 96,194 SH   SOLE 0 96,194 0 0
ALTRIA GROUP INC COM Stock 02209S103 1,150 25,266 SH   SOLE 0 25,266 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 400 2,368 SH   SOLE 0 2,368 0 0
EXXON MOBIL CORP COM Stock 30231G102 3,956 67,251 SH   SOLE 0 67,251 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 347 889 SH   SOLE 0 889 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 24,139 158,790 SH   SOLE 0 158,790 0 0
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