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
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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
Stein Mart Inc Equity 858375108 6 10,000 SH   SOLE NO 0 0 10,000
Total S A F Sponsored ADR Equity 89151E109 58 10,448 SH   SOLE NO 0 0 10,448
Nuveen Municipal Income Equity 67062J102 124 11,000 SH   SOLE NO 0 0 11,000
Invesco Exchng (traded FD TR II PFD Etf) Equity 46138E511 164 10,977 SH   SOLE NO 0 0 10,977
Peoples United Finl Equity 712704105 169 10,000 SH   SOLE NO 0 0 10,000
Lockheed Martin Corp Equity 539830109 218 561 SH   SOLE NO 0 0 561
Comcast Corporation Class A Equity 20030N101 225 5,016 SH   SOLE NO 0 0 5,016
Deere & Co Equity 244199105 226 1,296 SH   SOLE NO 0 0 1,296
Paypal Holdings Inco Equity 70450Y103 230 2,133 SH   SOLE NO 0 0 2,133
Canopy Growth Corp0050 F Equity 138035100 231 110 SH   SOLE NO 0 0 110
iShares National Muni Bond ETF Equity 464288414 231 2,035 SH   SOLE NO 0 0 2,035
iShares Global Tech ETF Equity 464287291 232 1,105 SH   SOLE NO 0 0 1,105
iShares MSCI Switzerland Cap ETF Equity 464286749 233 5,734 SH   SOLE NO 0 0 5,734
Auto Data Processing Equity 053015103 240 1,401 SH   SOLE NO 0 0 1,401
Alibaba Group HLDG F Sponsored ADR Equity 01609W102 242 1,142 SH   SOLE NO 0 0 1,142
Docusign Inc Com Equity 256163106 247 3,343 SH   SOLE NO 0 0 3,343
Vanguard Total Stock Market ETF Equity 922908769 260 1,592 SH   SOLE NO 0 0 1,592
Sysco Corporation Equity 871829107 267 3,126 SH   SOLE NO 0 0 3,126
iShares Russell 2000 ETF Equity 464287655 276 1,671 SH   SOLE NO 0 0 1,671
Blackstone Group Inc Equity 09260D107 290 5,200 SH   SOLE NO 0 0 5,200
Moodys Corp Equity 615369105 294 1,240 SH   SOLE NO 0 0 1,240
Transdigm Group Inc Equity 893641100 301 509 SH   SOLE NO 0 0 509
TJX Companies Inc Equity 872540109 323 5,288 SH   SOLE NO 0 0 5,288
Starbucks Corp Equity 855244109 326 3,709 SH   SOLE NO 0 0 3,709
ExxonMobil Equity 30231G102 330 4,732 SH   SOLE NO 0 14 4,732
Colgate-Palmolive Co Equity 194162103 349 5,084 SH   SOLE NO 0 0 5,084
iShares MSCI EAFE ETF Equity 464287465 360 5,185 SH   SOLE NO 0 0 5,185
Salesforce Com Inc Equity 79466L302 372 2,293 SH   SOLE NO 0 0 2,293
SPDR S&P 500 ETF Equity 78462F103 400 1,236 SH   SOLE NO 0 0 1,236
Charter Communicatn Class A Equity 16119P108 413 853 SH   SOLE NO 0 0 853
Constellation Brands Equity 21036P108 425 2,245 SH   SOLE NO 0 0 2,245
iShares Core US Aggregate Bond ETF Equity 464287226 462 4,116 SH   SOLE NO 0 0 4,116
Merck & Co Inc Equity 58933Y105 501 5,473 SH   SOLE NO 0 0 5,473
Equinix Inc REIT Equity 29444U700 508 871 SH   SOLE NO 0 0 871
Truist Finl Corp Equity 89832Q109 513 9,119 SH   SOLE NO 0 0 9,119
Becton Dickinson&co Equity 075887109 518 1,905 SH   SOLE NO 0 0 1,905
Honeywell Intl Inc Equity 438516106 534 3,020 SH   SOLE NO 0 0 3,020
Phillips 66 Equity 718546104 564 5,067 SH   SOLE NO 0 0 5,067
Zoetis Inc Class A Equity 98978V103 582 4,400 SH   SOLE NO 0 17 4,400
iShares S&P Mid Cap 400 Value ETF Equity 464287705 586 3,435 SH   SOLE NO 0 0 3,435
Union Pacific Corp Equity 907818108 593 3,278 SH   SOLE NO 0 0 3,278
Thermo Fisher SCNTFC Equity 883556102 627 1,928 SH   SOLE NO 0 0 1,928
iShares Russell 1000 ETF Equity 464287622 632 3,544 SH   SOLE NO 0 0 3,544
Ventas Inc REIT Equity 92276F100 654 11,172 SH   SOLE NO 0 0 11,172
Genuine Parts Co Equity 372460105 661 6,179 SH   SOLE NO 0 0 6,179
American Tower Equity 03027X100 675 2,927 SH   SOLE NO 0 0 2,927
Charles Schwab Corp Equity 808513105 689 14,492 SH   SOLE NO 0 0 14,492
Novartis AG F Sponsored ADR Equity 66987V109 723 7,636 SH   SOLE NO 0 0 7,636
IBM Equity 459200101 777 5,802 SH   SOLE NO 0 0 5,802
Danaher Corp Equity 235851102 786 5,113 SH   SOLE NO 0 0 5,113
Alphabet Inc. Class A Equity 02079K305 815 609 SH   SOLE NO 0 0 609
BlackRock Inc Equity 09247X101 845 1,682 SH   SOLE NO 0 0 1,682
iShares S&P 500 Growth ETF Equity 464287309 853 4,406 SH   SOLE NO 0 0 4,406
Public Storage Equity 74460D109 906 4,258 SH   SOLE NO 0 0 4,258
Vanguard Mid Cap Growth ETF Equity 922908538 980 6,170 SH   SOLE NO 0 0 6,170
Facebook Inc Class A Equity 30303M102 1,007 4,910 SH   SOLE NO 0 0 4,910
Crown Castle Intl Co REIT Equity 22822V101 1,073 7,550 SH   SOLE NO 0 0 7,550
Broadcom Limited Equity 11135F101 1,141 3,613 SH   SOLE NO 0 0 3,613
iShares 20 PLS Year Treasury BND ETF Equity 464287432 1,147 8,463 SH   SOLE NO 0 0 8,463
Caterpillar Equity 149123101 1,217 8,241 SH   SOLE NO 0 0 8,241
Alphabet Inc. Class C Equity 02079K107 1,234 923 SH   SOLE NO 0 0 923
Oracle Corporation Equity 68389X105 1,265 23,882 SH   SOLE NO 0 0 23,882
Vanguard Mid Cap Value ETF Equity 922908512 1,315 11,032 SH   SOLE NO 0 0 11,032
Intel Equity 458140100 1,318 22,034 SH   SOLE NO 0 0 22,034
Accenture PLC F Class A Equity G1151C101 1,361 6,464 SH   SOLE NO 0 0 6,464
K L A Tencor Corp Equity 482480100 1,403 7,875 SH   SOLE NO 0 0 7,875
P G I M Short Duration H Equity 69346H100 1,526 98,438 SH   SOLE NO 0 0 98,438
AT&T Equity 00206R102 1,578 40,387 SH   SOLE NO 0 0 40,387
iShares 1-3 Year Credit Bond ETF Equity 464288646 1,595 29,747 SH   SOLE NO 0 0 29,747
Goldman Sachs Group Equity 38141G104 1,628 7,083 SH   SOLE NO 0 0 7,083
Pfizer Equity 717081103 1,710 43,663 SH   SOLE NO 0 0 43,663
Royal Dutch Shell F Sponsored ADR Equity 780259107 1,721 28,699 SH   SOLE NO 0 0 28,699
Cisco Systems Equity 17275R102 1,731 36,100 SH   SOLE NO 0 0 36,100
United Parcel SRVC Class B Equity 911312106 1,745 14,910 SH   SOLE NO 0 0 14,910
Wells Fargo BK N A Equity 949746101 1,789 33,251 SH   SOLE NO 0 0 33,251
Medtronic PLC F Equity G5960L103 1,789 15,701 SH   SOLE NO 0 0 15,701
Coca-Cola Equity 191216100 1,791 32,359 SH   SOLE NO 0 0 32,359
Verizon Equity 92343V104 1,795 29,239 SH   SOLE NO 0 0 29,239
Nike Inc Class B Equity 654106103 1,827 17,993 SH   SOLE NO 0 0 17,993
iShares Core S&P Mid Cap ETF Equity 464287507 1,830 8,894 SH   SOLE NO 0 0 8,894
Vanguard Mortgage Backed Sec ETF Equity 92206C771 1,909 35,897 SH   SOLE NO 0 0 35,897
Amer Electric PWR Co Equity 025537101 1,942 20,551 SH   SOLE NO 0 0 20,551
Vag Itm-Term Corporate Bond ETF Equity 92206C870 2,039 22,324 SH   SOLE NO 0 0 22,324
Amgen Inc. Equity 031162100 2,095 8,691 SH   SOLE NO 0 0 8,691
McDonald's Equity 580135101 2,182 11,043 SH   SOLE NO 0 0 11,043
Boeing Equity 097023105 2,189 6,722 SH   SOLE NO 0 0 6,722
Unitedhealth GRP Inc Equity 91324P102 2,336 7,947 SH   SOLE NO 0 0 7,947
Chevron Corp. Equity 166764100 2,419 20,075 SH   SOLE NO 0 0 20,075
Mastercard Inc Class A Equity 57636Q104 2,535 8,493 SH   SOLE NO 0 0 8,493
Walt Disney Equity 254687106 2,683 18,406 SH   SOLE NO 0 0 18,406
Waste Management Inc Equity 94106L109 2,758 24,204 SH   SOLE NO 0 0 24,204
Visa Inc Class A Equity 92826C839 2,808 14,945 SH   SOLE NO 0 0 14,945
Wal-Mart Stores Inc Equity 931142103 2,852 23,896 SH   SOLE NO 0 0 23,896
Johnson & Johnson Equity 478160104 2,883 19,770 SH   SOLE NO 0 0 19,770
Berkshire Hathaway Class B Equity 084670702 2,991 13,206 SH   SOLE NO 0 0 13,206
Amazon Com Inc Equity 023135106 3,004 1,626 SH   SOLE NO 0 0 1,626
JPMorgan Chase Equity 46625H100 3,207 23,012 SH   SOLE NO 0 0 23,012
Microsoft Equity 594918104 4,977 31,560 SH   SOLE NO 0 0 31,560
Apple Equity 037833100 6,487 22,091 SH   SOLE NO 0 0 22,091