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
3M CO COM 88579Y101 467 2,628 SH   SOLE   0 0 2,628
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 342 826 SH   SOLE   0 0 826
ADOBE SYSTEMS INCORPORATED COM 00724F101 234 412 SH   SOLE   0 0 412
AGILENT TECHNOLOGIES INC COM 00846U101 358 2,242 SH   SOLE   0 0 2,242
AIR PRODS & CHEMS INC COM 009158106 905 2,973 SH   SOLE   0 0 2,973
AIRBNB INC COM CL A 009066101 329 1,975 SH   SOLE   0 0 1,975
ALIGN TECHNOLOGY INC COM 016255101 251 382 SH   SOLE   0 0 382
ALPHABET INC CAP STK CL A 02079K305 1,388 479 SH   SOLE   0 0 479
ALPHABET INC CAP STK CL C 02079K107 1,493 516 SH   SOLE   0 0 516
AMAZON COM INC COM 023135106 2,037 611 SH   SOLE   0 0 611
AMERICAN TOWER CORP NEW COM 03027X100 212 726 SH   SOLE   0 0 726
AMETEK INC COM 031100100 263 1,786 SH   SOLE   0 0 1,786
AMGEN INC COM 031162100 249 1,107 SH   SOLE   0 0 1,107
AMPHENOL CORP NEW CL A 032095101 278 3,180 SH   SOLE   0 0 3,180
APPLE INC COM 037833100 6,999 39,414 SH   SOLE   0 0 39,414
AT&T INC COM 00206R102 362 14,705 SH   SOLE   0 0 14,705
AUTODESK INC COM 052769106 207 736 SH   SOLE   0 0 736
AUTOMATIC DATA PROCESSING IN COM 053015103 835 3,388 SH   SOLE   0 0 3,388
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,980 6,622 SH   SOLE   0 0 6,622
BK OF AMERICA CORP COM 060505104 1,682 37,816 SH   SOLE   0 0 37,816
BOEING CO COM 097023105 527 2,616 SH   SOLE   0 0 2,616
BOOKING HOLDINGS INC COM 09857L108 216 90 SH   SOLE   0 0 90
BRISTOL-MYERS SQUIBB CO COM 110122108 252 4,042 SH   SOLE   0 0 4,042
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 255 1,397 SH   SOLE   0 0 1,397
CARLISLE COS INC COM 142339100 300 1,209 SH   SOLE   0 0 1,209
CARMAX INC COM 143130102 584 4,483 SH   SOLE   0 0 4,483
CARRIER GLOBAL CORPORATION COM 14448C104 5,739 105,799 SH   SOLE   0 0 105,799
CATHAY GEN BANCORP COM 149150104 562 13,083 SH   SOLE   0 0 13,083
CHARTER COMMUNICATIONS INC N CL A 16119P108 298 458 SH   SOLE   0 0 458
CHEVRON CORP NEW COM 166764100 423 3,603 SH   SOLE   0 0 3,603
CHURCH & DWIGHT CO INC COM 171340102 386 3,764 SH   SOLE   0 0 3,764
CIGNA CORP NEW COM 125523100 1,275 5,551 SH   SOLE   0 0 5,551
CINTAS CORP COM 172908105 282 637 SH   SOLE   0 0 637
CISCO SYS INC COM 17275R102 318 5,015 SH   SOLE   0 0 5,015
COCA COLA CO COM 191216100 548 9,260 SH   SOLE   0 0 9,260
COMCAST CORP NEW CL A 20030N101 214 4,257 SH   SOLE   0 0 4,257
COSTCO WHSL CORP NEW COM 22160K105 745 1,312 SH   SOLE   0 0 1,312
CSX CORP COM 126408103 945 25,141 SH   SOLE   0 0 25,141
CVS HEALTH CORP COM 126650100 698 6,767 SH   SOLE   0 0 6,767
DANAHER CORPORATION COM 235851102 226 688 SH   SOLE   0 0 688
DEERE & CO COM 244199105 369 1,076 SH   SOLE   0 0 1,076
DEXCOM INC COM 252131107 335 624 SH   SOLE   0 0 624
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1,189 41,050 SH   SOLE   0 0 41,050
DISNEY WALT CO COM 254687106 1,018 6,571 SH   SOLE   0 0 6,571
DROPBOX INC CL A 26210C104 573 23,342 SH   SOLE   0 0 23,342
EDWARDS LIFESCIENCES CORP COM 28176E108 415 3,207 SH   SOLE   0 0 3,207
EMERSON ELEC CO COM 291011104 225 2,419 SH   SOLE   0 0 2,419
EVERSOURCE ENERGY COM 30040W108 433 4,764 SH   SOLE   0 0 4,764
EXELON CORP COM 30161N101 348 6,017 SH   SOLE   0 0 6,017
EXPEDITORS INTL WASH INC COM 302130109 232 1,729 SH   SOLE   0 0 1,729
EXXON MOBIL CORP COM 30231G102 686 11,209 SH   SOLE   0 0 11,209
FIRST REP BK SAN FRANCISCO C COM 33616C100 312 1,509 SH   SOLE   0 0 1,509
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 1,737 27,640 SH   SOLE   0 0 27,640
FIRST TR MORNINGSTAR DIVID L SHS 336917109 605 17,000 SH   SOLE   0 0 17,000
GENERAL ELECTRIC CO COM NEW 369604301 385 4,075 SH   SOLE   0 0 4,075
HARTFORD FINL SVCS GROUP INC COM 416515104 392 5,677 SH   SOLE   0 0 5,677
HEICO CORP NEW COM 422806109 207 1,437 SH   SOLE   0 0 1,437
HOME DEPOT INC COM 437076102 10,645 25,649 SH   SOLE   0 0 25,649
HUBBELL INC COM 443510607 633 3,040 SH   SOLE   0 0 3,040
IDEX CORP COM 45167R104 211 891 SH   SOLE   0 0 891
ILLUMINA INC COM 452327109 251 660 SH   SOLE   0 0 660
INMODE LTD SHS M5425M103 368 5,218 SH   SOLE   0 0 5,218
INTEL CORP COM 458140100 674 13,091 SH   SOLE   0 0 13,091
INTERNATIONAL BUSINESS MACHS COM 459200101 668 4,996 SH   SOLE   0 0 4,996
INVESCO EXCH TRD SLF IDX FD DEFENSIVE EQTY 46138J775 9,728 133,079 SH   SOLE   0 0 133,079
INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 4,300 18,653 SH   SOLE   0 0 18,653
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3,435 21,107 SH   SOLE   0 0 21,107
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 1,333 16,493 SH   SOLE   0 0 16,493
INVESCO QQQ TR UNIT SER 1 46090E103 42,097 105,810 SH   SOLE   0 0 105,810
ISHARES INC CORE MSCI EMKT 46434G103 10,600 177,080 SH   SOLE   0 0 177,080
ISHARES INC ESG AWR MSCI EM 46434G863 2,877 72,376 SH   SOLE   0 0 72,376
ISHARES TR CORE MSCI EAFE 46432F842 76,084 1,019,352 SH   SOLE   0 0 1,019,352
ISHARES TR MSCI USA QLT FCT 46432F339 193,834 1,331,642 SH   SOLE   0 0 1,331,642
ISHARES TR ESG AW MSCI EAFE 46435G516 1,536 19,334 SH   SOLE   0 0 19,334
ISHARES TR CORE DIV GRWTH 46434V621 8,124 146,167 SH   SOLE   0 0 146,167
ISHARES TR BLACKROCK ULTRA 46434V878 2,954 58,630 SH   SOLE   0 0 58,630
ISHARES TR PFD AND INCM SEC 464288687 257 6,519 SH   SOLE   0 0 6,519
ISHARES TR CORE HIGH DV ETF 46429B663 9,365 92,736 SH   SOLE   0 0 92,736
ISHARES TR MSCI USA MIN VOL 46429B697 212 2,617 SH   SOLE   0 0 2,617
ISHARES TR RUS 2000 GRW ETF 464287648 1,603 5,471 SH   SOLE   0 0 5,471
ISHARES TR MSCI EAFE ETF 464287465 787 10,001 SH   SOLE   0 0 10,001
ISHARES TR U.S. UTILITS ETF 464287697 2,511 28,400 SH   SOLE   0 0 28,400
ISHARES TR CORE S&P MCP ETF 464287507 66,880 236,260 SH   SOLE   0 0 236,260
ISHARES TR S&P MC 400VL ETF 464287705 794 7,174 SH   SOLE   0 0 7,174
ISHARES TR S&P MC 400GR ETF 464287606 260 3,051 SH   SOLE   0 0 3,051
ISHARES TR CORE S&P SCP ETF 464287804 67,911 593,057 SH   SOLE   0 0 593,057
ISHARES TR S&P SML 600 GWT 464287887 6,011 43,310 SH   SOLE   0 0 43,310
ISHARES TR S&P 500 VAL ETF 464287408 1,055 6,735 SH   SOLE   0 0 6,735
ISHARES TR CORE S&P500 ETF 464287200 3,822 8,013 SH   SOLE   0 0 8,013
ISHARES TR S&P 500 GRWT ETF 464287309 41,258 493,100 SH   SOLE   0 0 493,100
ISHARES TR RUS 1000 ETF 464287622 435 1,644 SH   SOLE   0 0 1,644
ISHARES TR RUS 1000 VAL ETF 464287598 906 5,398 SH   SOLE   0 0 5,398
ISHARES TR RUS 1000 GRW ETF 464287614 9,235 30,221 SH   SOLE   0 0 30,221
ISHARES TR RUSSELL 2000 ETF 464287655 495 2,227 SH   SOLE   0 0 2,227
ISHARES TR RUS 2000 VAL ETF 464287630 400 2,406 SH   SOLE   0 0 2,406
ISHARES TR RUS MID CAP ETF 464287499 334 4,020 SH   SOLE   0 0 4,020
ISHARES TR RUS MD CP GR ETF 464287481 11,626 100,901 SH   SOLE   0 0 100,901
ISHARES TR RUS MDCP VAL ETF 464287473 11,579 94,618 SH   SOLE   0 0 94,618
ISHARES TR GLOBAL 100 ETF 464287572 9,281 118,977 SH   SOLE   0 0 118,977
ISHARES TR COHEN STEER REIT 464287564 25,381 333,604 SH   SOLE   0 0 333,604
ISHARES TR US HLTHCARE ETF 464287762 6,278 20,900 SH   SOLE   0 0 20,900
ISHARES TR MSCI EMG MKT ETF 464287234 340 6,951 SH   SOLE   0 0 6,951
ISHARES TR 1 3 YR TREAS BD 464287457 3,664 42,829 SH   SOLE   0 0 42,829
ISHARES TR BARCLAYS 7 10 YR 464287440 3,322 28,889 SH   SOLE   0 0 28,889
ISHARES TR 20 YR TR BD ETF 464287432 5,161 34,829 SH   SOLE   0 0 34,829
ISHARES TR CORE US AGGBD ET 464287226 5,959 52,232 SH   SOLE   0 0 52,232
ISHARES TR SELECT DIVID ETF 464287168 4,340 35,402 SH   SOLE   0 0 35,402
ISHARES TR TIPS BD ETF 464287176 1,322 10,235 SH   SOLE   0 0 10,235
JOHNSON & JOHNSON COM 478160104 2,282 13,340 SH   SOLE   0 0 13,340
JPMORGAN CHASE & CO COM 46625H100 2,193 13,852 SH   SOLE   0 0 13,852
L3HARRIS TECHNOLOGIES INC COM 502431109 274 1,287 SH   SOLE   0 0 1,287
LILLY ELI & CO COM 532457108 311 1,127 SH   SOLE   0 0 1,127
LOWES COS INC COM 548661107 245 946 SH   SOLE   0 0 946
LULULEMON ATHLETICA INC COM 550021109 292 747 SH   SOLE   0 0 747
MARTIN MARIETTA MATLS INC COM 573284106 205 466 SH   SOLE   0 0 466
MCCORMICK & CO INC COM NON VTG 579780206 439 4,549 SH   SOLE   0 0 4,549
MCDONALDS CORP COM 580135101 474 1,769 SH   SOLE   0 0 1,769
MEDTRONIC PLC SHS G5960L103 215 2,078 SH   SOLE   0 0 2,078
MERCK & CO INC COM 58933Y105 535 6,985 SH   SOLE   0 0 6,985
META PLATFORMS INC CL A 30303M102 741 2,203 SH   SOLE   0 0 2,203
MICROSOFT CORP COM 594918104 5,605 16,665 SH   SOLE   0 0 16,665
NEXTERA ENERGY INC COM 65339F101 829 8,884 SH   SOLE   0 0 8,884
NIKE INC CL B 654106103 455 2,729 SH   SOLE   0 0 2,729
NVIDIA CORPORATION COM 67066G104 540 1,835 SH   SOLE   0 0 1,835
ONTO INNOVATION INC COM 683344105 347 3,423 SH   SOLE   0 0 3,423
OTIS WORLDWIDE CORP COM 68902V107 27,181 312,173 SH   SOLE   0 0 312,173
PAYPAL HLDGS INC COM 70450Y103 446 2,366 SH   SOLE   0 0 2,366
PEOPLES UNITED FINANCIAL INC COM 712704105 202 11,332 SH   SOLE   0 0 11,332
PEPSICO INC COM 713448108 588 3,388 SH   SOLE   0 0 3,388
PFIZER INC COM 717081103 506 8,571 SH   SOLE   0 0 8,571
PHILLIPS 66 COM 718546104 1,016 14,021 SH   SOLE   0 0 14,021
PIMCO ETF TR ACTIVE BD ETF 72201R775 1,599 14,615 SH   SOLE   0 0 14,615
POOL CORP COM 73278L105 268 473 SH   SOLE   0 0 473
PROCTER AND GAMBLE CO COM 742718109 2,017 12,333 SH   SOLE   0 0 12,333
PRUDENTIAL FINL INC COM 744320102 938 8,667 SH   SOLE   0 0 8,667
QUALCOMM INC COM 747525103 456 2,496 SH   SOLE   0 0 2,496
RAYTHEON TECHNOLOGIES CORP COM 75513E101 52,716 612,548 SH   SOLE   0 0 612,548
REGENERON PHARMACEUTICALS COM 75886F107 750 1,188 SH   SOLE   0 0 1,188
ROCKWELL AUTOMATION INC COM 773903109 283 811 SH   SOLE   0 0 811
S&P GLOBAL INC COM 78409V104 356 753 SH   SOLE   0 0 753
SALESFORCE COM INC COM 79466L302 361 1,420 SH   SOLE   0 0 1,420
SCOTTS MIRACLE-GRO CO CL A 810186106 713 4,430 SH   SOLE   0 0 4,430
SEAGEN INC COM 81181C104 245 1,583 SH   SOLE   0 0 1,583
SHERWIN WILLIAMS CO COM 824348106 792 2,250 SH   SOLE   0 0 2,250
SIMON PPTY GROUP INC NEW COM 828806109 212 1,326 SH   SOLE   0 0 1,326
SKYWORKS SOLUTIONS INC COM 83088M102 296 1,908 SH   SOLE   0 0 1,908
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1,362 3,748 SH   SOLE   0 0 3,748
SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 294 10,035 SH   SOLE   0 0 10,035
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,936 6,182 SH   SOLE   0 0 6,182
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2,843 5,491 SH   SOLE   0 0 5,491
SPDR SER TR S&P 600 SMCP VAL 78464A300 2,235 26,377 SH   SOLE   0 0 26,377
SPDR SER TR S&P 600 SMCP GRW 78464A201 7,722 83,199 SH   SOLE   0 0 83,199
SPDR SER TR PRTFLO S&P500 GW 78464A409 45,973 634,379 SH   SOLE   0 0 634,379
SPDR SER TR S&P 400 MDCP GRW 78464A821 1,010 12,385 SH   SOLE   0 0 12,385
SPDR SER TR S&P DIVID ETF 78464A763 3,264 25,277 SH   SOLE   0 0 25,277
SPDR SER TR PRTFLO S&P500 VL 78464A508 58,277 1,387,552 SH   SOLE   0 0 1,387,552
SPDR SER TR BLOOMBERG CONV 78464A359 1,194 14,396 SH   SOLE   0 0 14,396
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 5,791 122,319 SH   SOLE   0 0 122,319
STANLEY BLACK & DECKER INC COM 854502101 261 1,385 SH   SOLE   0 0 1,385
TARGET CORP COM 87612E106 281 1,214 SH   SOLE   0 0 1,214
TELEFLEX INCORPORATED COM 879369106 991 3,017 SH   SOLE   0 0 3,017
TESLA INC COM 88160R101 1,133 1,072 SH   SOLE   0 0 1,072
TEXAS INSTRS INC COM 882508104 1,060 5,625 SH   SOLE   0 0 5,625
TJX COS INC NEW COM 872540109 782 10,294 SH   SOLE   0 0 10,294
TRACTOR SUPPLY CO COM 892356106 340 1,427 SH   SOLE   0 0 1,427
TRAVELERS COMPANIES INC COM 89417E109 1,114 7,125 SH   SOLE   0 0 7,125
TRIMBLE INC COM 896239100 255 2,923 SH   SOLE   0 0 2,923
UNION PAC CORP COM 907818108 1,967 7,807 SH   SOLE   0 0 7,807
UNITEDHEALTH GROUP INC COM 91324P102 4,074 8,114 SH   SOLE   0 0 8,114
UNIVERSAL DISPLAY CORP COM 91347P105 445 2,695 SH   SOLE   0 0 2,695
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 9,213 60,845 SH   SOLE   0 0 60,845
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 23,646 78,364 SH   SOLE   0 0 78,364
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 563 6,967 SH   SOLE   0 0 6,967
VANGUARD INDEX FDS LARGE CAP ETF 922908637 1,377 6,229 SH   SOLE   0 0 6,229
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 16,573 65,087 SH   SOLE   0 0 65,087
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 606 4,030 SH   SOLE   0 0 4,030
VANGUARD INDEX FDS SML CP GRW ETF 922908595 7,392 26,231 SH   SOLE   0 0 26,231
VANGUARD INDEX FDS MID CAP ETF 922908629 41,027 161,037 SH   SOLE   0 0 161,037
VANGUARD INDEX FDS SM CP VAL ETF 922908611 7,502 41,944 SH   SOLE   0 0 41,944
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 541 4,659 SH   SOLE   0 0 4,659
VANGUARD INDEX FDS SMALL CP ETF 922908751 25,252 111,728 SH   SOLE   0 0 111,728
VANGUARD INDEX FDS GROWTH ETF 922908736 31,582 98,416 SH   SOLE   0 0 98,416
VANGUARD INDEX FDS TOTAL STK MKT 922908769 11,005 45,583 SH   SOLE   0 0 45,583
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,249 7,443 SH   SOLE   0 0 7,443
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 630 10,285 SH   SOLE   0 0 10,285
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 264 5,002 SH   SOLE   0 0 5,002
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 42,596 248,013 SH   SOLE   0 0 248,013
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 44,855 878,482 SH   SOLE   0 0 878,482
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,649 14,709 SH   SOLE   0 0 14,709
VEEVA SYS INC CL A COM 922475108 410 1,606 SH   SOLE   0 0 1,606
VERIZON COMMUNICATIONS INC COM 92343V104 330 6,348 SH   SOLE   0 0 6,348
VISA INC COM CL A 92826C839 746 3,444 SH   SOLE   0 0 3,444
WASHINGTON TR BANCORP INC COM 940610108 373 6,615 SH   SOLE   0 0 6,615
WISDOMTREE TR US SMALLCAP DIVD 97717W604 1,688 51,374 SH   SOLE   0 0 51,374
WISDOMTREE TR US TOTAL DIVIDND 97717W109 35,144 542,855 SH   SOLE   0 0 542,855
WISDOMTREE TR US MIDCAP DIVID 97717W505 7,776 175,298 SH   SOLE   0 0 175,298
ZOETIS INC CL A 98978V103 422 1,730 SH   SOLE   0 0 1,730