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   394,711 3,898 SH   DFND 1 0 0 3,898
AIRBNB INC COM CL A 009066101   392,233 3,153 SH   DFND 1 0 0 3,153
AMAZON COM INC COM 023135106   2,319,171 22,453 SH   DFND 1 0 0 22,453
AUTODESK INC COM 052769106   395,088 1,898 SH   DFND 1 0 0 1,898
BANK AMERICA CORP COM 060505104   387,673 13,555 SH   DFND 2 0 0 13,555
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,723,555 5,582 SH   DFND 2 0 0 5,582
CARTERS INC COM 146229109   373,984 5,200 SH   DFND 2 0 0 5,200
CORNING INC COM 219350105   373,968 10,600 SH   DFND 2 0 0 10,600
DISNEY WALT CO COM 254687106   333,333 3,329 SH   DFND 2 0 0 3,329
GARTNER INC COM 366651107   247,259 759 SH   DFND 1 0 0 759
GRAPHIC PACKAGING HLDG CO COM 388689101   453,722 17,800 SH   DFND 2 0 0 17,800
HOME DEPOT INC COM 437076102   642,181 2,176 SH   SOLE   0 0 2,176
ILLUMINA INC COM 452327109   296,501 1,275 SH   DFND 1 0 0 1,275
ISHARES TR CORE S&P500 ETF 464287200   6,048,505 14,714 SH   SOLE   0 0 14,714
ISHARES TR SHRT NAT MUN ETF 464288158   4,533,297 43,306 SH   SOLE   0 0 43,306
ISHARES TR ISHS 1-5YR INVS 464288646   3,568,346 70,604 SH   SOLE   0 0 70,604
JOHNSON & JOHNSON COM 478160104   359,290 2,318 SH   SOLE   0 0 2,318
LILLY ELI & CO COM 532457108   334,148 973 SH   SOLE   0 0 973
LIONS GATE ENTMNT CORP CL B NON VTG 535919500   424,957 40,940 SH   DFND 2 0 0 40,940
MICROSOFT CORP COM 594918104   1,782,855 6,184 SH   DFND 1 0 0 6,184
MICRON TECHNOLOGY INC COM 595112103   397,882 6,594 SH   DFND 2 0 0 6,594
MOHAWK INDS INC COM 608190104   247,544 2,470 SH   DFND 2 0 0 2,470
NIKE INC CL B 654106103   214,497 1,749 SH   DFND 1 0 0 1,749
TJX COS INC NEW COM 872540109   213,992,540 2,730,890 SH   SOLE   0 0 2,730,890
THERMO FISHER SCIENTIFIC INC COM 883556102   444,958 772 SH   DFND 1 0 0 772
URBAN OUTFITTERS INC COM 917047102   268,191 9,675 SH   DFND 2 0 0 9,675
WALGREENS BOOTS ALLIANCE INC COM 931427108   255,028 7,375 SH   DFND 2 0 0 7,375
ARK ETF TR INNOVATION ETF 00214Q104   1,680,121 41,649 SH   SOLE   0 0 41,649
ADOBE SYSTEMS INCORPORATED COM 00724F101   518,791 1,346 SH   DFND 1 0 0 1,346
ALPHABET INC CAP STK CL C 02079K107   1,112,384 10,696 SH   DFND 1,2 0 0 10,696
ALPHABET INC CAP STK CL A 02079K305   432,782 4,172 SH   SOLE   0 0 4,172
APPLE INC COM 037833100   4,326,617 26,238 SH   SOLE   0 0 26,238
BRP GROUP INC COM CL A 05589G102   571,068 22,430 SH   SOLE   0 0 22,430
COSTCO WHSL CORP NEW COM 22160K105   254,045 511 SH   SOLE   0 0 511
DUPONT DE NEMOURS INC COM 26614N102   342,056 4,766 SH   DFND 2 0 0 4,766
ELANCO ANIMAL HEALTH INC COM 28414H103   352,500 37,500 SH   DFND 2 0 0 37,500
EXXON MOBIL CORP COM 30231G102   1,162,980 10,605 SH   SOLE   0 0 10,605
GENERAL MTRS CO COM 37045V100   335,663 9,151 SH   DFND 2 0 0 9,151
GOLUB CAP BDC INC COM 38173M102   162,091 11,954 SH   SOLE   0 0 11,954
INFINERA CORP COM 45667G103   156,752 20,200 SH   DFND 2 0 0 20,200
ISHARES TR CORE MSCI EAFE 46432F842   360,662 5,395 SH   SOLE   0 0 5,395
JPMORGAN CHASE & CO COM 46625H100   260,002 1,995 SH   SOLE   0 0 1,995
MASTERCARD INCORPORATED CL A 57636Q104   462,985 1,274 SH   DFND 1 0 0 1,274
NETFLIX INC COM 64110L106   652,612 1,889 SH   DFND 1 0 0 1,889
NEXTERA ENERGY INC COM 65339F101   246,656 3,200 SH   SOLE   0 0 3,200
NVIDIA CORPORATION COM 67066G104   257,771 928 SH   SOLE   0 0 928
PAYPAL HLDGS INC COM 70450Y103   241,717 3,183 SH   DFND 1 0 0 3,183
REGIONS FINANCIAL CORP NEW COM 7591EP100   266,336 14,350 SH   DFND 2 0 0 14,350
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   341,644 6,050 SH   DFND 2 0 0 6,050
SALESFORCE INC COM 79466L302   576,965 2,888 SH   DFND 1 0 0 2,888
SERVICENOW INC COM 81762P102   512,586 1,103 SH   DFND 1 0 0 1,103
3M CO COM 88579Y101   400,679 3,812 SH   SOLE   0 0 3,812
UNITEDHEALTH GROUP INC COM 91324P102   499,527 1,057 SH   DFND 1 0 0 1,057
VISA INC COM CL A 92826C839   578,755 2,567 SH   DFND 1 0 0 2,567
WISDOMTREE TR US QTLY DIV GRT 97717X669   386,861 6,206 SH   SOLE   0 0 6,206
ZOETIS INC CL A 98978V103   354,351 2,129 SH   DFND 1 0 0 2,129
AXALTA COATING SYS LTD COM G0750C108   436,176 14,400 SH   DFND 2 0 0 14,400
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   362,693 1,269 SH   DFND 1 0 0 1,269
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   390,156 7,800 SH   DFND 2 0 0 7,800