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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   490,154 4,496 SH   SOLE   0 0 4,496
ABBVIE INC COM 00287Y109   625,710 4,644 SH   SOLE   0 0 4,644
ALPHABET INC CAP STK CL A 02079K305   936,054 7,820 SH   SOLE   0 0 7,820
ALPHABET INC CAP STK CL C 02079K107   2,755,786 22,781 SH   SOLE   0 0 22,781
AMAZON COM INC COM 023135106   1,341,926 10,294 SH   SOLE   0 0 10,294
AMERICAN EXPRESS CO COM 025816109   337,948 1,940 SH   SOLE   0 0 1,940
AMGEN INC COM 031162100   276,016 1,243 SH   SOLE   0 0 1,243
ANALOG DEVICES INC COM 032654105   1,031,772 5,296 SH   SOLE   0 0 5,296
APPHARVEST INC COM 03783T103   5,550 15,000 SH   SOLE   0 0 15,000
APPLE INC COM 037833100   5,026,672 25,915 SH   SOLE   0 0 25,915
AT&T INC COM 00206R102   318,033 19,939 SH   SOLE   0 0 19,939
AUTOMATIC DATA PROCESSING IN COM 053015103   475,845 2,165 SH   SOLE   0 0 2,165
BANK AMERICA CORP COM 060505104   249,775 8,706 SH   SOLE   0 0 8,706
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   484,902 1,422 SH   SOLE   0 0 1,422
BRISTOL-MYERS SQUIBB CO COM 110122108   285,018 4,457 SH   SOLE   0 0 4,457
CATERPILLAR INC COM 149123101   278,037 1,130 SH   SOLE   0 0 1,130
CHEVRON CORP NEW COM 166764100   433,914 2,758 SH   SOLE   0 0 2,758
CHUBB LIMITED COM H1467J104   202,188 1,050 SH   SOLE   0 0 1,050
CISCO SYS INC COM 17275R102   265,051 5,123 SH   SOLE   0 0 5,123
COCA COLA CO COM 191216100   234,724 3,898 SH   SOLE   0 0 3,898
COLGATE PALMOLIVE CO COM 194162103   380,387 4,938 SH   SOLE   0 0 4,938
CSX CORP COM 126408103   384,955 11,289 SH   SOLE   0 0 11,289
DISNEY WALT CO COM 254687106   221,950 2,486 SH   SOLE   0 0 2,486
EASTGROUP PPTYS INC COM 277276101   255,713 1,473 SH   SOLE   0 0 1,473
EXXON MOBIL CORP COM 30231G102   2,395,603 22,337 SH   SOLE   0 0 22,337
HOME DEPOT INC COM 437076102   599,535 1,930 SH   SOLE   0 0 1,930
HONEYWELL INTL INC COM 438516106   249,874 1,204 SH   SOLE   0 0 1,204
INNOVATIVE SOLUTIONS & SUPPO COM 45769N105   73,134 10,200 SH   SOLE   0 0 10,200
INTEL CORP COM 458140100   646,395 19,330 SH   SOLE   0 0 19,330
INTERNATIONAL BUSINESS MACHS COM 459200101   305,890 2,286 SH   SOLE   0 0 2,286
INVESCO QQQ TR UNIT SER 1 46090E103   935,045 2,531 SH   SOLE   0 0 2,531
ISHARES INC MSCI GBL MIN VOL 464286525   1,565,056 15,961 SH   SOLE   0 0 15,961
ISHARES TR CORE S&P500 ETF 464287200   1,054,104 2,365 SH   SOLE   0 0 2,365
ISHARES TR ESG AWR MSCI USA 46435G425   6,205,443 63,672 SH   SOLE   0 0 63,672
ISHARES TR ESG AWARE MSCI 46435U663   2,447,749 68,912 SH   SOLE   0 0 68,912
ISHARES TR ESG MSCI USA MIN 46436E445   755,232 31,751 SH   SOLE   0 0 31,751
ISHARES TR RUS 1000 VAL ETF 464287598   901,683 5,713 SH   SOLE   0 0 5,713
ISHARES TR MSCI EAFE ETF 464287465   218,298 3,011 SH   SOLE   0 0 3,011
ISHARES TR EXPANDED TECH 464287515   297,483 860 SH   SOLE   0 0 860
ISHARES TR RUS 1000 GRW ETF 464287614   4,847,021 17,614 SH   SOLE   0 0 17,614
ISHARES TR RUSSELL 2000 ETF 464287655   4,132,883 22,069 SH   SOLE   0 0 22,069
ISHARES TR MSCI ACWI EX US 464288240   507,458 10,310 SH   SOLE   0 0 10,310
ISHARES TR CORE S&P SCP ETF 464287804   640,228 6,425 SH   SOLE   0 0 6,425
ISHARES TR ESG MSCI USA ETF 46436E767   596,267 16,586 SH   SOLE   0 0 16,586
ISHARES TR ISHARES BIOTECH 464287556   224,274 1,766 SH   SOLE   0 0 1,766
ISHARES TR MSCI USA SMCP MN 46435G433   200,192 5,840 SH   SOLE   0 0 5,840
ISHARES TR MSCI ACWI EXUS 46435G847   47,455,472 1,667,445 SH   SOLE   0 0 1,667,445
ISHARES TR MSCI USA MIN VOL 46429B697   80,593,558 1,084,267 SH   SOLE   0 0 1,084,267
ISHARES TR MSCI USA QLT FCT 46432F339   45,476,335 337,186 SH   SOLE   0 0 337,186
ISHARES TR HDG MSCI EAFE 46434V803   2,403,833 77,543 SH   SOLE   0 0 77,543
ISHARES TR ESG AW MSCI EAFE 46435G516   2,249,102 30,839 SH   SOLE   0 0 30,839
JOHNSON & JOHNSON COM 478160104   1,262,587 7,628 SH   SOLE   0 0 7,628
JPMORGAN CHASE & CO COM 46625H100   589,905 4,056 SH   SOLE   0 0 4,056
LAM RESEARCH CORP COM 512807108   417,859 650 SH   SOLE   0 0 650
LOWES COS INC COM 548661107   516,210 2,287 SH   SOLE   0 0 2,287
MCDONALDS CORP COM 580135101   508,511 1,704 SH   SOLE   0 0 1,704
MERCK & CO INC COM 58933Y105   315,130 2,731 SH   SOLE   0 0 2,731
MICROSOFT CORP COM 594918104   7,014,008 20,597 SH   SOLE   0 0 20,597
MORGAN STANLEY COM NEW 617446448   467,666 5,476 SH   SOLE   0 0 5,476
NEXTERA ENERGY INC COM 65339F101   213,696 2,880 SH   SOLE   0 0 2,880
NIKE INC CL B 654106103   208,262 1,887 SH   SOLE   0 0 1,887
PARKER-HANNIFIN CORP COM 701094104   330,364 847 SH   SOLE   0 0 847
PEPSICO INC COM 713448108   496,167 2,679 SH   SOLE   0 0 2,679
PROCTER AND GAMBLE CO COM 742718109   968,431 6,382 SH   SOLE   0 0 6,382
RAYTHEON TECHNOLOGIES CORP COM 75513E101   568,560 5,804 SH   SOLE   0 0 5,804
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   3,985,016 76,093 SH   SOLE   0 0 76,093
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   71,221,486 950,253 SH   SOLE   0 0 950,253
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   42,352,466 966,951 SH   SOLE   0 0 966,951
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   58,949,050 878,656 SH   SOLE   0 0 878,656
STATE STR CORP COM 857477103   206,368 2,820 SH   SOLE   0 0 2,820
STRYKER CORPORATION COM 863667101   518,653 1,700 SH   SOLE   0 0 1,700
TESLA INC COM 88160R101   246,064 940 SH   SOLE   0 0 940
UNION PAC CORP COM 907818108   480,052 2,346 SH   SOLE   0 0 2,346
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828   496,022 5,398 SH   SOLE   0 0 5,398
VANGUARD INDEX FDS TOTAL STK MKT 922908769   310,854 1,411 SH   SOLE   0 0 1,411
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   459,497 1,128 SH   SOLE   0 0 1,128
VANGUARD WORLD FDS INF TECH ETF 92204A702   287,520 650 SH   SOLE   0 0 650
VERIZON COMMUNICATIONS INC COM 92343V104   712,875 19,168 SH   SOLE   0 0 19,168
WALMART INC COM 931142103   252,903 1,609 SH   SOLE   0 0 1,609