The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APPLE INC | COM | 037833100 | 1,009,080 | 7,766 | SH | SOLE | 0 | 0 | 7,766 | |||
DESTINATION XL GROUP INC | COM | 25065K104 | 78,712 | 11,661 | SH | SOLE | 0 | 0 | 11,661 | |||
EXXON MOBIL CORP | COM | 30231G102 | 450,796 | 4,087 | SH | SOLE | 0 | 0 | 4,087 | |||
FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | 377,228 | 7,528 | SH | SOLE | 0 | 0 | 7,528 | |||
HINGHAM INSTN SVGS MASS | COM | 433323102 | 213,869 | 775 | SH | SOLE | 0 | 0 | 775 | |||
INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | 812,279 | 54,958 | SH | SOLE | 0 | 0 | 54,958 | |||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,404,418 | 9,052 | SH | SOLE | 0 | 0 | 9,052 | |||
ISHARES TR | CORE S&P500 ETF | 464287200 | 94,597,971 | 246,214 | SH | SOLE | 0 | 0 | 246,214 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 262,875 | 2,710 | SH | SOLE | 0 | 0 | 2,710 | |||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 340,303 | 2,244 | SH | SOLE | 0 | 0 | 2,244 | |||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 336,571 | 1,571 | SH | SOLE | 0 | 0 | 1,571 | |||
ISHARES TR | RUS 1000 ETF | 464287622 | 1,663,529 | 7,902 | SH | SOLE | 0 | 0 | 7,902 | |||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 264,721 | 1,909 | SH | SOLE | 0 | 0 | 1,909 | |||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,701,627 | 17,980 | SH | SOLE | 0 | 0 | 17,980 | |||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 4,245,249 | 40,714 | SH | SOLE | 0 | 0 | 40,714 | |||
ISHARES TR | NEW YORK MUN ETF | 464288323 | 874,189 | 16,683 | SH | SOLE | 0 | 0 | 16,683 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 19,218,780 | 182,134 | SH | SOLE | 0 | 0 | 182,134 | |||
ISHARES TR | MSCI USA ESG SLC | 464288802 | 379,248 | 4,607 | SH | SOLE | 0 | 0 | 4,607 | |||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 233,563 | 3,909 | SH | SOLE | 0 | 0 | 3,909 | |||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 486,195 | 7,888 | SH | SOLE | 0 | 0 | 7,888 | |||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 769,709 | 16,482 | SH | SOLE | 0 | 0 | 16,482 | |||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 449,626 | 10,996 | SH | SOLE | 0 | 0 | 10,996 | |||
JOHNSON & JOHNSON | COM | 478160104 | 433,670 | 2,455 | SH | SOLE | 0 | 0 | 2,455 | |||
NOVO-NORDISK A S | ADR | 670100205 | 206,664 | 1,527 | SH | SOLE | 0 | 0 | 1,527 | |||
NUSHARES ETF TR | NUVEEN ENHNC YLD | 67092P102 | 341,213 | 16,673 | SH | SOLE | 0 | 0 | 16,673 | |||
NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | 238,406 | 6,975 | SH | SOLE | 0 | 0 | 6,975 | |||
NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | 503,590 | 19,519 | SH | SOLE | 0 | 0 | 19,519 | |||
NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | 669,199 | 26,305 | SH | SOLE | 0 | 0 | 26,305 | |||
PEPSICO INC | COM | 713448108 | 1,606,897 | 8,895 | SH | SOLE | 0 | 0 | 8,895 | |||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 417,976 | 8,135 | SH | SOLE | 0 | 0 | 8,135 | |||
PROCTER AND GAMBLE CO | COM | 742718109 | 372,989 | 2,461 | SH | SOLE | 0 | 0 | 2,461 | |||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 54,372,405 | 1,649,648 | SH | SOLE | 0 | 0 | 1,649,648 | |||
SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 | 369,286 | 9,029 | SH | SOLE | 0 | 0 | 9,029 | |||
SPDR INDEX SHS FDS | S&P INTL SMLCP | 78463X871 | 576,789 | 19,612 | SH | SOLE | 0 | 0 | 19,612 | |||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 46,021,246 | 1,550,059 | SH | SOLE | 0 | 0 | 1,550,059 | |||
SPDR SER TR | BLOOMBERG EMERGI | 78464A391 | 703,378 | 34,211 | SH | SOLE | 0 | 0 | 34,211 | |||
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | 49,761,091 | 1,980,147 | SH | SOLE | 0 | 0 | 1,980,147 | |||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 6,316,617 | 140,432 | SH | SOLE | 0 | 0 | 140,432 | |||
SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | 812,888 | 19,875 | SH | SOLE | 0 | 0 | 19,875 | |||
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 21,683,223 | 541,539 | SH | SOLE | 0 | 0 | 541,539 | |||
SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | 9,121,689 | 99,723 | SH | SOLE | 0 | 0 | 99,723 | |||
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 14,179,262 | 383,534 | SH | SOLE | 0 | 0 | 383,534 | |||
SPDR SER TR | BLOOMBERG 1 10 Y | 78468R861 | 1,157,904 | 62,759 | SH | SOLE | 0 | 0 | 62,759 | |||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 5,952,202 | 39,198 | SH | SOLE | 0 | 0 | 39,198 | |||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 206,418 | 2,742 | SH | SOLE | 0 | 0 | 2,742 | |||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 4,574,150 | 108,986 | SH | SOLE | 0 | 0 | 108,986 | |||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 1,956,437 | 18,080 | SH | SOLE | 0 | 0 | 18,080 | |||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 968,072 | 16,251 | SH | SOLE | 0 | 0 | 16,251 | |||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 6,338,439 | 162,607 | SH | SOLE | 0 | 0 | 162,607 | |||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 3,988,399 | 80,590 | SH | SOLE | 0 | 0 | 80,590 | |||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 570,983 | 4,222 | SH | SOLE | 0 | 0 | 4,222 | |||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 628,401 | 3,496 | SH | SOLE | 0 | 0 | 3,496 | |||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 266,025 | 3,225 | SH | SOLE | 0 | 0 | 3,225 | |||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 534,640 | 2,666 | SH | SOLE | 0 | 0 | 2,666 | |||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,359,804 | 8,563 | SH | SOLE | 0 | 0 | 8,563 | |||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 624,412 | 2,930 | SH | SOLE | 0 | 0 | 2,930 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 558,953 | 3,982 | SH | SOLE | 0 | 0 | 3,982 | |||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,513,654 | 24,592 | SH | SOLE | 0 | 0 | 24,592 | |||
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 2,875,290 | 80,676 | SH | SOLE | 0 | 0 | 80,676 | |||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 439,739 | 15,462 | SH | SOLE | 0 | 0 | 15,462 | |||
WISDOMTREE TR | INTL EQUITY FD | 97717W703 | 227,521 | 4,837 | SH | SOLE | 0 | 0 | 4,837 | |||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 335,741 | 7,872 | SH | SOLE | 0 | 0 | 7,872 | |||
YUM BRANDS INC | COM | 988498101 | 218,797 | 1,708 | SH | SOLE | 0 | 0 | 1,708 |