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 377 2,915 SH   SOLE   0 0 2,915
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 228 822 SH   SOLE   0 0 822
AGILENT TECHNOLOGIES INC COM 00846U101 294 2,475 SH   SOLE   0 0 2,475
AIR PRODS & CHEMS INC COM 009158106 750 3,120 SH   SOLE   0 0 3,120
AIRBNB INC COM CL A 009066101 1,183 13,282 SH   SOLE   0 0 13,282
ALPHABET INC CAP STK CL C 02079K107 1,205 551 SH   SOLE   0 0 551
ALPHABET INC CAP STK CL A 02079K305 1,053 483 SH   SOLE   0 0 483
AMAZON COM INC COM 023135106 1,080 10,167 SH   SOLE   0 0 10,167
AMERICAN INTL GROUP INC COM NEW 026874784 2,669 52,200 SH   SOLE   0 0 52,200
AMETEK INC COM 031100100 220 1,999 SH   SOLE   0 0 1,999
AMGEN INC COM 031162100 269 1,106 SH   SOLE   0 0 1,106
AMPHENOL CORP NEW CL A 032095101 203 3,156 SH   SOLE   0 0 3,156
APPLE INC COM 037833100 5,651 41,333 SH   SOLE   0 0 41,333
ARCHER DANIELS MIDLAND CO COM 039483102 201 2,588 SH   SOLE   0 0 2,588
AT&T INC COM 00206R102 411 19,626 SH   SOLE   0 0 19,626
AUTOMATIC DATA PROCESSING IN COM 053015103 734 3,494 SH   SOLE   0 0 3,494
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,661 6,084 SH   SOLE   0 0 6,084
BK OF AMERICA CORP COM 060505104 1,071 34,410 SH   SOLE   0 0 34,410
BOEING CO COM 097023105 392 2,868 SH   SOLE   0 0 2,868
BRISTOL-MYERS SQUIBB CO COM 110122108 372 4,828 SH   SOLE   0 0 4,828
CARLISLE COS INC COM 142339100 290 1,217 SH   SOLE   0 0 1,217
CARMAX INC COM 143130102 406 4,483 SH   SOLE   0 0 4,483
CARRIER GLOBAL CORPORATION COM 14448C104 13,527 379,327 SH   SOLE   0 0 379,327
CATHAY GEN BANCORP COM 149150104 477 12,185 SH   SOLE   0 0 12,185
CHEVRON CORP NEW COM 166764100 580 4,009 SH   SOLE   0 0 4,009
CIGNA CORP NEW COM 125523100 1,736 6,587 SH   SOLE   0 0 6,587
CINTAS CORP COM 172908105 257 689 SH   SOLE   0 0 689
CISCO SYS INC COM 17275R102 210 4,923 SH   SOLE   0 0 4,923
COCA COLA CO COM 191216100 628 9,977 SH   SOLE   0 0 9,977
COSTCO WHSL CORP NEW COM 22160K105 668 1,394 SH   SOLE   0 0 1,394
CSX CORP COM 126408103 731 25,150 SH   SOLE   0 0 25,150
CVS HEALTH CORP COM 126650100 642 6,924 SH   SOLE   0 0 6,924
DANAHER CORPORATION COM 235851102 225 887 SH   SOLE   0 0 887
DEERE & CO COM 244199105 515 1,721 SH   SOLE   0 0 1,721
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 956 41,050 SH   SOLE   0 0 41,050
DISNEY WALT CO COM 254687106 420 4,450 SH   SOLE   0 0 4,450
DROPBOX INC CL A 26210C104 238 11,335 SH   SOLE   0 0 11,335
EDWARDS LIFESCIENCES CORP COM 28176E108 365 3,843 SH   SOLE   0 0 3,843
EMERSON ELEC CO COM 291011104 206 2,587 SH   SOLE   0 0 2,587
EVERSOURCE ENERGY COM 30040W108 356 4,212 SH   SOLE   0 0 4,212
EXELON CORP COM 30161N101 272 6,010 SH   SOLE   0 0 6,010
EXXON MOBIL CORP COM 30231G102 1,118 13,053 SH   SOLE   0 0 13,053
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 1,385 27,606 SH   SOLE   0 0 27,606
FIRST TR MORNINGSTAR DIVID L SHS 336917109 599 17,000 SH   SOLE   0 0 17,000
FORTINET INC COM 34959E109 220 3,885 SH   SOLE   0 0 3,885
GENERAL ELECTRIC CO COM NEW 369604301 282 4,428 SH   SOLE   0 0 4,428
GOLDMAN SACHS GROUP INC COM 38141G104 209 704 SH   SOLE   0 0 704
HARTFORD FINL SVCS GROUP INC COM 416515104 851 13,000 SH   SOLE   0 0 13,000
HEALTHCARE TR AMER INC CL A NEW 42225P501 336 12,037 SH   SOLE   0 0 12,037
HOME DEPOT INC COM 437076102 7,047 25,693 SH   SOLE   0 0 25,693
HUBBELL INC COM 443510607 527 2,949 SH   SOLE   0 0 2,949
INTEL CORP COM 458140100 567 15,156 SH   SOLE   0 0 15,156
INTERNATIONAL BUSINESS MACHS COM 459200101 852 6,035 SH   SOLE   0 0 6,035
INVESCO EXCH TRD SLF IDX FD DEFENSIVE EQTY 46138J775 8,472 133,079 SH   SOLE   0 0 133,079
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,676 19,936 SH   SOLE   0 0 19,936
INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 2,957 18,124 SH   SOLE   0 0 18,124
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 1,151 15,327 SH   SOLE   0 0 15,327
INVESCO QQQ TR UNIT SER 1 46090E103 29,477 105,171 SH   SOLE   0 0 105,171
ISHARES INC ESG AWR MSCI EM 46434G863 3,894 120,511 SH   SOLE   0 0 120,511
ISHARES INC CORE MSCI EMKT 46434G103 2,668 54,376 SH   SOLE   0 0 54,376
ISHARES TR US HLTHCARE ETF 464287762 5,620 20,900 SH   SOLE   0 0 20,900
ISHARES TR CORE S&P SCP ETF 464287804 64,254 695,312 SH   SOLE   0 0 695,312
ISHARES TR 1 3 YR TREAS BD 464287457 2,867 34,626 SH   SOLE   0 0 34,626
ISHARES TR RUS 2000 GRW ETF 464287648 1,063 5,152 SH   SOLE   0 0 5,152
ISHARES TR RUS 2000 VAL ETF 464287630 289 2,119 SH   SOLE   0 0 2,119
ISHARES TR ESG AW MSCI EAFE 46435G516 1,284 20,462 SH   SOLE   0 0 20,462
ISHARES TR MSCI USA QLT FCT 46432F339 152,517 1,365,048 SH   SOLE   0 0 1,365,048
ISHARES TR ISHARES BIOTECH 464287556 988 8,403 SH   SOLE   0 0 8,403
ISHARES TR NATIONAL MUN ETF 464288414 1,363 12,810 SH   SOLE   0 0 12,810
ISHARES TR SELECT DIVID ETF 464287168 4,137 35,154 SH   SOLE   0 0 35,154
ISHARES TR TIPS BD ETF 464287176 1,159 10,174 SH   SOLE   0 0 10,174
ISHARES TR COHEN STEER REIT 464287564 20,709 340,773 SH   SOLE   0 0 340,773
ISHARES TR CORE DIV GRWTH 46434V621 6,905 144,949 SH   SOLE   0 0 144,949
ISHARES TR RUS 1000 VAL ETF 464287598 834 5,756 SH   SOLE   0 0 5,756
ISHARES TR 7-10 YR TRSY BD 464287440 2,952 28,854 SH   SOLE   0 0 28,854
ISHARES TR CORE US AGGBD ET 464287226 1,636 16,091 SH   SOLE   0 0 16,091
ISHARES TR RUS MDCP VAL ETF 464287473 9,624 94,752 SH   SOLE   0 0 94,752
ISHARES TR BLACKROCK ULTRA 46434V878 2,361 47,186 SH   SOLE   0 0 47,186
ISHARES TR S&P MC 400GR ETF 464287606 241 3,780 SH   SOLE   0 0 3,780
ISHARES TR S&P 500 GRWT ETF 464287309 29,790 493,616 SH   SOLE   0 0 493,616
ISHARES TR RUSSELL 2000 ETF 464287655 445 2,630 SH   SOLE   0 0 2,630
ISHARES TR CORE MSCI EAFE 46432F842 65,338 1,110,251 SH   SOLE   0 0 1,110,251
ISHARES TR S&P 500 VAL ETF 464287408 1,075 7,824 SH   SOLE   0 0 7,824
ISHARES TR U.S. UTILITS ETF 464287697 2,431 28,400 SH   SOLE   0 0 28,400
ISHARES TR S&P MC 400VL ETF 464287705 680 7,201 SH   SOLE   0 0 7,201
ISHARES TR RUS MID CAP ETF 464287499 293 4,530 SH   SOLE   0 0 4,530
ISHARES TR RUS 1000 ETF 464287622 264 1,271 SH   SOLE   0 0 1,271
ISHARES TR CORE S&P MCP ETF 464287507 61,450 271,627 SH   SOLE   0 0 271,627
ISHARES TR RUS 1000 GRW ETF 464287614 6,792 31,055 SH   SOLE   0 0 31,055
ISHARES TR S&P SML 600 GWT 464287887 4,570 43,391 SH   SOLE   0 0 43,391
ISHARES TR GLOBAL 100 ETF 464287572 7,619 118,924 SH   SOLE   0 0 118,924
ISHARES TR CORE HIGH DV ETF 46429B663 9,330 92,901 SH   SOLE   0 0 92,901
ISHARES TR CORE S&P500 ETF 464287200 3,050 8,045 SH   SOLE   0 0 8,045
ISHARES TR RUS MD CP GR ETF 464287481 8,004 101,038 SH   SOLE   0 0 101,038
ISHARES TR MSCI EAFE ETF 464287465 681 10,905 SH   SOLE   0 0 10,905
ISHARES TR 20 YR TR BD ETF 464287432 4,020 34,996 SH   SOLE   0 0 34,996
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 282 5,632 SH   SOLE   0 0 5,632
JOHNSON & JOHNSON COM 478160104 2,408 13,564 SH   SOLE   0 0 13,564
JPMORGAN CHASE & CO COM 46625H100 1,518 13,484 SH   SOLE   0 0 13,484
LAUDER ESTEE COS INC CL A 518439104 209 819 SH   SOLE   0 0 819
LILLY ELI & CO COM 532457108 360 1,110 SH   SOLE   0 0 1,110
LOCKHEED MARTIN CORP COM 539830109 208 484 SH   SOLE   0 0 484
LULULEMON ATHLETICA INC COM 550021109 202 741 SH   SOLE   0 0 741
M & T BK CORP COM 55261F104 219 1,376 SH   SOLE   0 0 1,376
MARTIN MARIETTA MATLS INC COM 573284106 246 821 SH   SOLE   0 0 821
MASTERCARD INCORPORATED CL A 57636Q104 233 737 SH   SOLE   0 0 737
MCCORMICK & CO INC COM NON VTG 579780206 380 4,561 SH   SOLE   0 0 4,561
MCDONALDS CORP COM 580135101 456 1,846 SH   SOLE   0 0 1,846
MERCK & CO INC COM 58933Y105 694 7,614 SH   SOLE   0 0 7,614
META PLATFORMS INC CL A 30303M102 308 1,908 SH   SOLE   0 0 1,908
MICROSOFT CORP COM 594918104 4,476 17,427 SH   SOLE   0 0 17,427
NEXTERA ENERGY INC COM 65339F101 874 11,284 SH   SOLE   0 0 11,284
NIKE INC CL B 654106103 277 2,714 SH   SOLE   0 0 2,714
NVIDIA CORPORATION COM 67066G104 428 2,824 SH   SOLE   0 0 2,824
ONTO INNOVATION INC COM 683344105 236 3,391 SH   SOLE   0 0 3,391
ORCHARD THERAPEUTICS PLC ADS 68570P101 6 10,000 SH   SOLE   0 0 10,000
OTIS WORLDWIDE CORP COM 68902V107 31,726 448,932 SH   SOLE   0 0 448,932
PAYPAL HLDGS INC COM 70450Y103 207 2,961 SH   SOLE   0 0 2,961
PEPSICO INC COM 713448108 618 3,707 SH   SOLE   0 0 3,707
PFIZER INC COM 717081103 577 11,009 SH   SOLE   0 0 11,009
PHILLIPS 66 COM 718546104 1,178 14,365 SH   SOLE   0 0 14,365
PIMCO ETF TR ACTIVE BD ETF 72201R775 1,849 19,416 SH   SOLE   0 0 19,416
PROCTER AND GAMBLE CO COM 742718109 1,771 12,314 SH   SOLE   0 0 12,314
PRUDENTIAL FINL INC COM 744320102 368 3,845 SH   SOLE   0 0 3,845
QUALCOMM INC COM 747525103 361 2,830 SH   SOLE   0 0 2,830
RAYTHEON TECHNOLOGIES CORP COM 75513E101 84,779 882,100 SH   SOLE   0 0 882,100
REGENERON PHARMACEUTICALS COM 75886F107 700 1,185 SH   SOLE   0 0 1,185
RIGEL PHARMACEUTICALS INC COM NEW 766559603 90 80,000 SH   SOLE   0 0 80,000
S&P GLOBAL INC COM 78409V104 229 680 SH   SOLE   0 0 680
SALESFORCE INC COM 79466L302 202 1,223 SH   SOLE   0 0 1,223
SCOTTS MIRACLE-GRO CO CL A 810186106 560 7,085 SH   SOLE   0 0 7,085
SEAGEN INC COM 81181C104 280 1,583 SH   SOLE   0 0 1,583
SHERWIN WILLIAMS CO COM 824348106 534 2,385 SH   SOLE   0 0 2,385
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1,154 3,748 SH   SOLE   0 0 3,748
SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 241 10,140 SH   SOLE   0 0 10,140
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,423 6,423 SH   SOLE   0 0 6,423
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2,147 5,193 SH   SOLE   0 0 5,193
SPDR SER TR BBG CONV SEC ETF 78464A359 835 12,935 SH   SOLE   0 0 12,935
SPDR SER TR PRTFLO S&P500 GW 78464A409 54,299 1,038,625 SH   SOLE   0 0 1,038,625
SPDR SER TR S&P 600 SMCP VAL 78464A300 1,751 24,184 SH   SOLE   0 0 24,184
SPDR SER TR S&P 600 SMCP GRW 78464A201 5,844 82,900 SH   SOLE   0 0 82,900
SPDR SER TR S&P 400 MDCP GRW 78464A821 752 12,340 SH   SOLE   0 0 12,340
SPDR SER TR PRTFLO S&P500 VL 78464A508 58,445 1,587,315 SH   SOLE   0 0 1,587,315
SPDR SER TR S&P DIVID ETF 78464A763 2,906 24,481 SH   SOLE   0 0 24,481
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2,797 66,310 SH   SOLE   0 0 66,310
TARGET CORP COM 87612E106 287 2,032 SH   SOLE   0 0 2,032
TELEFLEX INCORPORATED COM 879369106 741 3,012 SH   SOLE   0 0 3,012
TESLA INC COM 88160R101 440 653 SH   SOLE   0 0 653
TEXAS INSTRS INC COM 882508104 895 5,825 SH   SOLE   0 0 5,825
TG THERAPEUTICS INC COM 88322Q108 118 27,782 SH   SOLE   0 0 27,782
TJX COS INC NEW COM 872540109 575 10,294 SH   SOLE   0 0 10,294
TRACTOR SUPPLY CO COM 892356106 226 1,167 SH   SOLE   0 0 1,167
TRAVELERS COMPANIES INC COM 89417E109 1,224 7,238 SH   SOLE   0 0 7,238
UNION PAC CORP COM 907818108 1,675 7,854 SH   SOLE   0 0 7,854
UNITED PARCEL SERVICE INC CL B 911312106 207 1,134 SH   SOLE   0 0 1,134
UNITEDHEALTH GROUP INC COM 91324P102 3,822 7,441 SH   SOLE   0 0 7,441
UNIVERSAL DISPLAY CORP COM 91347P105 273 2,695 SH   SOLE   0 0 2,695
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 16,582 76,190 SH   SOLE   0 0 76,190
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 7,094 53,396 SH   SOLE   0 0 53,396
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 746 9,909 SH   SOLE   0 0 9,909
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 525 6,840 SH   SOLE   0 0 6,840
VANGUARD INDEX FDS SMALL CP ETF 922908751 20,672 117,380 SH   SOLE   0 0 117,380
VANGUARD INDEX FDS TOTAL STK MKT 922908769 8,619 45,695 SH   SOLE   0 0 45,695
VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,811 24,415 SH   SOLE   0 0 24,415
VANGUARD INDEX FDS VALUE ETF 922908744 2,189 16,601 SH   SOLE   0 0 16,601
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 370 4,060 SH   SOLE   0 0 4,060
VANGUARD INDEX FDS MID CAP ETF 922908629 31,597 160,416 SH   SOLE   0 0 160,416
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,176 12,040 SH   SOLE   0 0 12,040
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 479 3,697 SH   SOLE   0 0 3,697
VANGUARD INDEX FDS GROWTH ETF 922908736 26,027 116,770 SH   SOLE   0 0 116,770
VANGUARD INDEX FDS LARGE CAP ETF 922908637 1,028 5,966 SH   SOLE   0 0 5,966
VANGUARD INDEX FDS SM CP VAL ETF 922908611 6,301 42,054 SH   SOLE   0 0 42,054
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,037 62,932 SH   SOLE   0 0 62,932
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 484 9,683 SH   SOLE   0 0 9,683
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 6,412 134,122 SH   SOLE   0 0 134,122
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 35,274 245,865 SH   SOLE   0 0 245,865
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 36,678 898,965 SH   SOLE   0 0 898,965
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,331 13,092 SH   SOLE   0 0 13,092
VEEVA SYS INC CL A COM 922475108 318 1,606 SH   SOLE   0 0 1,606
VERIZON COMMUNICATIONS INC COM 92343V104 505 9,949 SH   SOLE   0 0 9,949
VISA INC COM CL A 92826C839 733 3,722 SH   SOLE   0 0 3,722
WASHINGTON TR BANCORP INC COM 940610108 320 6,615 SH   SOLE   0 0 6,615
WEC ENERGY GROUP INC COM 92939U106 203 2,019 SH   SOLE   0 0 2,019
WISDOMTREE TR US TOTAL DIVIDND 97717W109 31,247 539,572 SH   SOLE   0 0 539,572
WISDOMTREE TR US MIDCAP DIVID 97717W505 6,566 168,451 SH   SOLE   0 0 168,451
WISDOMTREE TR US SMALLCAP DIVD 97717W604 1,243 44,045 SH   SOLE   0 0 44,045
ZOETIS INC CL A 98978V103 223 1,299 SH   SOLE   0 0 1,299