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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 347 | 2,545 | SH | SOLE | 0 | 0 | 2,545 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 224 | 3,127 | SH | SOLE | 0 | 0 | 3,127 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 433 | 2,170 | SH | SOLE | 0 | 0 | 2,170 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 286 | 246 | SH | SOLE | 0 | 0 | 246 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 365 | 314 | SH | SOLE | 0 | 0 | 314 | ||
AMAZON COM INC | COM | 023135106 | 501 | 257 | SH | SOLE | 0 | 0 | 257 | ||
AMGEN INC | COM | 031162100 | 395 | 1,948 | SH | SOLE | 0 | 0 | 1,948 | ||
APPLE INC | COM | 037833100 | 2,144 | 8,430 | SH | SOLE | 0 | 0 | 8,430 | ||
AT&T INC | COM | 00206R102 | 701 | 24,058 | SH | SOLE | 0 | 0 | 24,058 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 450 | 3,296 | SH | SOLE | 0 | 0 | 3,296 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 336 | 1,840 | SH | SOLE | 0 | 0 | 1,840 | ||
BK OF AMERICA CORP | COM | 060505104 | 1,121 | 52,817 | SH | SOLE | 0 | 0 | 52,817 | ||
BOEING CO | COM | 097023105 | 798 | 5,350 | SH | SOLE | 0 | 0 | 5,350 | ||
CATHAY GEN BANCORP | COM | 149150104 | 402 | 17,516 | SH | SOLE | 0 | 0 | 17,516 | ||
CHEVRON CORP NEW | COM | 166764100 | 215 | 2,971 | SH | SOLE | 0 | 0 | 2,971 | ||
CIGNA CORP NEW | COM | 125523100 | 1,031 | 5,817 | SH | SOLE | 0 | 0 | 5,817 | ||
CISCO SYS INC | COM | 17275R102 | 256 | 6,520 | SH | SOLE | 0 | 0 | 6,520 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 317 | 4,779 | SH | SOLE | 0 | 0 | 4,779 | ||
CONOCOPHILLIPS | COM | 20825C104 | 236 | 7,650 | SH | SOLE | 0 | 0 | 7,650 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 216 | 756 | SH | SOLE | 0 | 0 | 756 | ||
CSX CORP | COM | 126408103 | 366 | 6,381 | SH | SOLE | 0 | 0 | 6,381 | ||
CVS HEALTH CORP | COM | 126650100 | 350 | 5,892 | SH | SOLE | 0 | 0 | 5,892 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 372 | 3,846 | SH | SOLE | 0 | 0 | 3,846 | ||
DROPBOX INC | CL A | 26210C104 | 254 | 14,006 | SH | SOLE | 0 | 0 | 14,006 | ||
EVERSOURCE ENERGY | COM | 30040W108 | 231 | 2,953 | SH | SOLE | 0 | 0 | 2,953 | ||
EXELON CORP | COM | 30161N101 | 274 | 7,435 | SH | SOLE | 0 | 0 | 7,435 | ||
EXXON MOBIL CORP | COM | 30231G102 | 671 | 17,677 | SH | SOLE | 0 | 0 | 17,677 | ||
FACEBOOK INC | CL A | 30303M102 | 268 | 1,607 | SH | SOLE | 0 | 0 | 1,607 | ||
FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 33738R118 | 1,178 | 33,305 | SH | SOLE | 0 | 0 | 33,305 | ||
FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 | 447 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 264 | 1,992 | SH | SOLE | 0 | 0 | 1,992 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 237 | 29,816 | SH | SOLE | 0 | 0 | 29,816 | ||
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 267 | 7,589 | SH | SOLE | 0 | 0 | 7,589 | ||
HOME DEPOT INC | COM | 437076102 | 4,656 | 24,936 | SH | SOLE | 0 | 0 | 24,936 | ||
HUBBELL INC | COM | 443510607 | 378 | 3,293 | SH | SOLE | 0 | 0 | 3,293 | ||
INTEL CORP | COM | 458140100 | 589 | 10,882 | SH | SOLE | 0 | 0 | 10,882 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 600 | 5,405 | SH | SOLE | 0 | 0 | 5,405 | ||
INVESCO EXCH TRD SLF IDX FD | DEFENSIVE EQTY | 46138J775 | 6,588 | 147,227 | SH | SOLE | 0 | 0 | 147,227 | ||
INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | 46137V217 | 2,909 | 26,074 | SH | SOLE | 0 | 0 | 26,074 | ||
INVESCO EXCHANGE TRADED FD T | S&P SML600 GWT | 46137V175 | 245 | 3,216 | SH | SOLE | 0 | 0 | 3,216 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 1,883 | 22,410 | SH | SOLE | 0 | 0 | 22,410 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 46137V258 | 2,754 | 68,949 | SH | SOLE | 0 | 0 | 68,949 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 25,545 | 134,165 | SH | SOLE | 0 | 0 | 134,165 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 980 | 24,222 | SH | SOLE | 0 | 0 | 24,222 | ||
ISHARES INC | ESG MSCI EM ETF | 46434G863 | 1,985 | 72,507 | SH | SOLE | 0 | 0 | 72,507 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 11,594 | 162,039 | SH | SOLE | 0 | 0 | 162,039 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 21,277 | 147,899 | SH | SOLE | 0 | 0 | 147,899 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 580 | 5,285 | SH | SOLE | 0 | 0 | 5,285 | ||
ISHARES TR | S&P MC 400GR ETF | 464287606 | 538 | 3,013 | SH | SOLE | 0 | 0 | 3,013 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 22,893 | 407,998 | SH | SOLE | 0 | 0 | 407,998 | ||
ISHARES TR | S&P SML 600 GWT | 464287887 | 3,273 | 23,743 | SH | SOLE | 0 | 0 | 23,743 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 204 | 2,647 | SH | SOLE | 0 | 0 | 2,647 | ||
ISHARES TR | MSCI MIN VOL ETF | 46429B697 | 210 | 3,883 | SH | SOLE | 0 | 0 | 3,883 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 6,812 | 209,008 | SH | SOLE | 0 | 0 | 209,008 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 21,643 | 433,817 | SH | SOLE | 0 | 0 | 433,817 | ||
ISHARES TR | GLOBAL 100 ETF | 464287572 | 7,217 | 161,597 | SH | SOLE | 0 | 0 | 161,597 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 3,870 | 44,655 | SH | SOLE | 0 | 0 | 44,655 | ||
ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 3,521 | 28,987 | SH | SOLE | 0 | 0 | 28,987 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 5,928 | 35,931 | SH | SOLE | 0 | 0 | 35,931 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 1,289 | 10,929 | SH | SOLE | 0 | 0 | 10,929 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 1,105 | 11,484 | SH | SOLE | 0 | 0 | 11,484 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,475 | 5,707 | SH | SOLE | 0 | 0 | 5,707 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 28,604 | 173,302 | SH | SOLE | 0 | 0 | 173,302 | ||
ISHARES TR | U.S. UTILITS ETF | 464287697 | 1,961 | 14,200 | SH | SOLE | 0 | 0 | 14,200 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 5,689 | 37,765 | SH | SOLE | 0 | 0 | 37,765 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 381 | 4,650 | SH | SOLE | 0 | 0 | 4,650 | ||
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 1,673 | 10,576 | SH | SOLE | 0 | 0 | 10,576 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 6,256 | 51,453 | SH | SOLE | 0 | 0 | 51,453 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 6,325 | 98,683 | SH | SOLE | 0 | 0 | 98,683 | ||
ISHARES TR | US HLTHCARE ETF | 464287762 | 3,925 | 20,900 | SH | SOLE | 0 | 0 | 20,900 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 598 | 5,187 | SH | SOLE | 0 | 0 | 5,187 | ||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | 215 | 985 | SH | SOLE | 0 | 0 | 985 | ||
ISHARES TR | MRNING SM CP ETF | 464288703 | 436 | 5,113 | SH | SOLE | 0 | 0 | 5,113 | ||
ISHARES TR | ESG MSCI EAFE | 46435G516 | 984 | 18,511 | SH | SOLE | 0 | 0 | 18,511 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 3,561 | 48,421 | SH | SOLE | 0 | 0 | 48,421 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 880 | 27,632 | SH | SOLE | 0 | 0 | 27,632 | ||
ISHARES TR | ULTR SH TRM BD | 46434V878 | 2,961 | 59,282 | SH | SOLE | 0 | 0 | 59,282 | ||
ISHARES TR | USA QUALITY FCTR | 46432F339 | 99,051 | 1,222,247 | SH | SOLE | 0 | 0 | 1,222,247 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 491 | 9,177 | SH | SOLE | 0 | 0 | 9,177 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 1,028 | 10,362 | SH | SOLE | 0 | 0 | 10,362 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 254 | 2,355 | SH | SOLE | 0 | 0 | 2,355 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,783 | 13,598 | SH | SOLE | 0 | 0 | 13,598 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,523 | 16,917 | SH | SOLE | 0 | 0 | 16,917 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 356 | 2,521 | SH | SOLE | 0 | 0 | 2,521 | ||
MERCK & CO. INC | COM | 58933Y105 | 309 | 4,022 | SH | SOLE | 0 | 0 | 4,022 | ||
MICROSOFT CORP | COM | 594918104 | 1,884 | 11,943 | SH | SOLE | 0 | 0 | 11,943 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 672 | 2,794 | SH | SOLE | 0 | 0 | 2,794 | ||
PEOPLES UTD FINL INC | COM | 712704105 | 162 | 14,639 | SH | SOLE | 0 | 0 | 14,639 | ||
PEPSICO INC | COM | 713448108 | 407 | 3,391 | SH | SOLE | 0 | 0 | 3,391 | ||
PHILLIPS 66 | COM | 718546104 | 791 | 14,737 | SH | SOLE | 0 | 0 | 14,737 | ||
PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 | 3,790 | 44,199 | SH | SOLE | 0 | 0 | 44,199 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 1,342 | 12,644 | SH | SOLE | 0 | 0 | 12,644 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 1,009 | 9,177 | SH | SOLE | 0 | 0 | 9,177 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 488 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
SCOTTS MIRACLE GRO CO | CL A | 810186106 | 1,482 | 14,475 | SH | SOLE | 0 | 0 | 14,475 | ||
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 343 | 11,809 | SH | SOLE | 0 | 0 | 11,809 | ||
SPDR DOW JONES INDL AVRG ETF | UT SER 1 | 78467X109 | 1,117 | 5,094 | SH | SOLE | 0 | 0 | 5,094 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 11,381 | 318,439 | SH | SOLE | 0 | 0 | 318,439 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 6,021 | 233,007 | SH | SOLE | 0 | 0 | 233,007 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 1,509 | 36,939 | SH | SOLE | 0 | 0 | 36,939 | ||
SPDR SER TR | BLMBRG BRC CNVRT | 78464A359 | 2,993 | 62,536 | SH | SOLE | 0 | 0 | 62,536 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 3,264 | 40,872 | SH | SOLE | 0 | 0 | 40,872 | ||
SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | 572 | 13,365 | SH | SOLE | 0 | 0 | 13,365 | ||
SPDR SER TR | BLOOMBERG BRCLYS | 78468R622 | 297 | 3,140 | SH | SOLE | 0 | 0 | 3,140 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 4,590 | 99,389 | SH | SOLE | 0 | 0 | 99,389 | ||
TELADOC HEALTH INC | COM | 87918A105 | 322 | 2,078 | SH | SOLE | 0 | 0 | 2,078 | ||
TELEFLEX INCORPORATED | COM | 879369106 | 882 | 3,012 | SH | SOLE | 0 | 0 | 3,012 | ||
TJX COS INC NEW | COM | 872540109 | 585 | 12,230 | SH | SOLE | 0 | 0 | 12,230 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 738 | 7,432 | SH | SOLE | 0 | 0 | 7,432 | ||
UNION PAC CORP | COM | 907818108 | 1,173 | 8,319 | SH | SOLE | 0 | 0 | 8,319 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 60,156 | 637,721 | SH | SOLE | 0 | 0 | 637,721 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,670 | 6,698 | SH | SOLE | 0 | 0 | 6,698 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 355 | 2,695 | SH | SOLE | 0 | 0 | 2,695 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 15,626 | 104,976 | SH | SOLE | 0 | 0 | 104,976 | ||
VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | 10,468 | 112,200 | SH | SOLE | 0 | 0 | 112,200 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 687 | 8,354 | SH | SOLE | 0 | 0 | 8,354 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 200 | 2,341 | SH | SOLE | 0 | 0 | 2,341 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 13,094 | 113,428 | SH | SOLE | 0 | 0 | 113,428 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 4,821 | 32,079 | SH | SOLE | 0 | 0 | 32,079 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 846 | 7,147 | SH | SOLE | 0 | 0 | 7,147 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 16,198 | 103,378 | SH | SOLE | 0 | 0 | 103,378 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 520 | 5,839 | SH | SOLE | 0 | 0 | 5,839 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 6,599 | 51,194 | SH | SOLE | 0 | 0 | 51,194 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 4,236 | 47,705 | SH | SOLE | 0 | 0 | 47,705 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,945 | 8,215 | SH | SOLE | 0 | 0 | 8,215 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 365 | 4,485 | SH | SOLE | 0 | 0 | 4,485 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 21,265 | 161,524 | SH | SOLE | 0 | 0 | 161,524 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 10,304 | 81,336 | SH | SOLE | 0 | 0 | 81,336 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 491 | 11,968 | SH | SOLE | 0 | 0 | 11,968 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 29,771 | 287,952 | SH | SOLE | 0 | 0 | 287,952 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 27,993 | 839,633 | SH | SOLE | 0 | 0 | 839,633 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 2,670 | 37,735 | SH | SOLE | 0 | 0 | 37,735 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 423 | 7,869 | SH | SOLE | 0 | 0 | 7,869 | ||
VISA INC | COM CL A | 92826C839 | 547 | 3,392 | SH | SOLE | 0 | 0 | 3,392 | ||
WASHINGTON TR BANCORP | COM | 940610108 | 242 | 6,615 | SH | SOLE | 0 | 0 | 6,615 | ||
WEBSTER FINL CORP CONN | COM | 947890109 | 254 | 11,108 | SH | SOLE | 0 | 0 | 11,108 | ||
WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 | 327 | 9,585 | SH | SOLE | 0 | 0 | 9,585 | ||
WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | 30,460 | 388,920 | SH | SOLE | 0 | 0 | 388,920 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 8,599 | 355,932 | SH | SOLE | 0 | 0 | 355,932 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,805 | 155,680 | SH | SOLE | 0 | 0 | 155,680 |