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
ADVANCED MICRO DEVICES INC COM 007903107 784 5,451 SH   SOLE   0 0 5,451
ALIGN TECHNOLOGY INC COM 016255101 570 867 SH   SOLE   0 0 867
ALTRIA GROUP INC COM 02209S103 1,077 22,723 SH   SOLE   0 0 22,723
APPLE INC COM 037833100 525 2,957 SH   SOLE   0 0 2,957
ARCBEST CORP COM 03937C105 555 4,629 SH   SOLE   0 0 4,629
ARISTA NETWORKS INC COM 040413106 892 6,205 SH   SOLE   0 0 6,205
ATLASSIAN CORP PLC CL A G06242104 585 1,533 SH   SOLE   0 0 1,533
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 583 1,950 SH   SOLE   0 0 1,950
CALAMOS GBL DYN INCOME FUND COM 12811L107 172 17,227 SH   SOLE   0 0 17,227
COCA COLA CO COM 191216100 411 6,936 SH   SOLE   0 0 6,936
CORNERSTONE STRATEGIC VALUE COM 21924B302 346 24,179 SH   SOLE   0 0 24,179
CORNERSTONE TOTAL RETURN FD COM 21924U300 167 12,152 SH   SOLE   0 0 12,152
CROWDSTRIKE HLDGS INC CL A 22788C105 682 3,329 SH   SOLE   0 0 3,329
DISNEY WALT CO COM 254687106 499 3,220 SH   SOLE   0 0 3,220
EATON VANCE TAX-MANAGED BUY- COM 27828Y108 171 10,237 SH   SOLE   0 0 10,237
EATON VANCE TAX-MANAGED GLOB COM 27829C105 595 53,164 SH   SOLE   0 0 53,164
EATON VANCE TAX-MANAGED GLOB COM 27829F108 551 51,621 SH   SOLE   0 0 51,621
EPAM SYS INC COM 29414B104 449 672 SH   SOLE   0 0 672
ESSENTIAL UTILS INC COM 29670G102 358 6,673 SH   SOLE   0 0 6,673
EXPEDITORS INTL WASH INC COM 302130109 351 2,614 SH   SOLE   0 0 2,614
GLOBAL X FDS S&P 500 COVERED 37954Y475 229 4,539 SH   SOLE   0 0 4,539
HOME DEPOT INC COM 437076102 384 925 SH   SOLE   0 0 925
ICON PLC SHS G4705A100 705 2,278 SH   SOLE   0 0 2,278
INVITATION HOMES INC COM 46187W107 1,204 26,548 SH   SOLE   0 0 26,548
ISHARES INC ESG AWR MSCI EM 46434G863 318 7,989 SH   SOLE   0 0 7,989
ISHARES TR 10-20 YR TRS ETF 464288653 224 1,507 SH   SOLE   0 0 1,507
ISHARES TR CORE TOTAL USD 46434V613 770 14,556 SH   SOLE   0 0 14,556
ISHARES TR EAFE GRWTH ETF 464288885 873 7,920 SH   SOLE   0 0 7,920
ISHARES TR EAFE VALUE ETF 464288877 927 18,406 SH   SOLE   0 0 18,406
ISHARES TR ESG ADV TTL USD 46436E619 3,089 62,484 SH   SOLE   0 0 62,484
ISHARES TR ESG AW MSCI EAFE 46435G516 1,031 12,980 SH   SOLE   0 0 12,980
ISHARES TR ESG AWARE MSCI 46435U663 951 23,592 SH   SOLE   0 0 23,592
ISHARES TR ESG AWR MSCI USA 46435G425 4,318 40,019 SH   SOLE   0 0 40,019
ISHARES TR ESG AWRE 1 5 YR 46435G243 389 15,176 SH   SOLE   0 0 15,176
ISHARES TR ESG EAFE ETF 46436E759 655 9,525 SH   SOLE   0 0 9,525
ISHARES TR ESG MSCI USA ETF 46436E767 1,468 37,224 SH   SOLE   0 0 37,224
ISHARES TR FALN ANGLS USD 46435G474 615 20,513 SH   SOLE   0 0 20,513
ISHARES TR GLOBAL FINLS ETF 464287333 233 2,915 SH   SOLE   0 0 2,915
ISHARES TR ISHS 1-5YR INVS 464288646 483 8,965 SH   SOLE   0 0 8,965
ISHARES TR MSCI USA VALUE 46432F388 371 3,392 SH   SOLE   0 0 3,392
ISHARES TR U.S. TECH ETF 464287721 328 2,858 SH   SOLE   0 0 2,858
ISHARES TR US TREAS BD ETF 46429B267 1,173 43,948 SH   SOLE   0 0 43,948
KIMBERLY-CLARK CORP COM 494368103 214 1,500 SH   SOLE   0 0 1,500
LAM RESEARCH CORP COM 512807108 424 590 SH   SOLE   0 0 590
LILLY ELI & CO COM 532457108 1,211 4,385 SH   SOLE   0 0 4,385
MICROSOFT CORP COM 594918104 1,091 3,244 SH   SOLE   0 0 3,244
NEXTERA ENERGY INC COM 65339F101 234 2,508 SH   SOLE   0 0 2,508
NUTRIEN LTD COM 67077M108 685 9,105 SH   SOLE   0 0 9,105
NVIDIA CORPORATION COM 67066G104 3,813 12,967 SH   SOLE   0 0 12,967
ON HLDG AG NAMEN AKT A H5919C104 277 7,320 SH   SOLE   0 0 7,320
PIONEER NAT RES CO COM 723787107 776 4,265 SH   SOLE   0 0 4,265
PROSHARES TR ULTRAPRO SHT QQQ 74347G861 490 82,482 SH   SOLE   0 0 82,482
QUALCOMM INC COM 747525103 582 3,183 SH   SOLE   0 0 3,183
SCHWAB STRATEGIC TR 1 5YR CORP BD 808524714 246 4,864 SH   SOLE   0 0 4,864
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 438 4,276 SH   SOLE   0 0 4,276
SCHWAB STRATEGIC TR US TIPS ETF 808524870 690 10,969 SH   SOLE   0 0 10,969
SEA LTD SPONSORD ADS 81141R100 515 2,300 SH   SOLE   0 0 2,300
SELECT SECTOR SPDR TR ENERGY 81369Y506 286 5,151 SH   SOLE   0 0 5,151
SNAP INC CL A 83304A106 420 8,932 SH   SOLE   0 0 8,932
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,086 2,286 SH   SOLE   0 0 2,286
SPDR SER TR PORTFOLIO S&P500 78464A854 1,898 33,998 SH   SOLE   0 0 33,998
SUNRUN INC COM 86771W105 446 13,013 SH   SOLE   0 0 13,013
TG THERAPEUTICS INC COM 88322Q108 423 22,225 SH   SOLE   0 0 22,225
TRADEWEB MKTS INC CL A 892672106 476 4,752 SH   SOLE   0 0 4,752
UNITED PARCEL SERVICE INC CL B 911312106 72,998 340,572 SH   SOLE   0 0 340,572
UPSTART HLDGS INC COM 91680M107 472 3,118 SH   SOLE   0 0 3,118
VIACOMCBS INC CL B 92556H206 1,850 61,311 SH   SOLE   0 0 61,311
VIVINT SMART HOME INC COM CL A 928542109 2,930 299,581 SH   SOLE   0 0 299,581
WISDOMTREE TR EM EX ST-OWNED 97717X578 340 9,238 SH   SOLE   0 0 9,238
WM TECHNOLOGY INC COM 92971A109 299 50,000 SH   SOLE   0 0 50,000
XPENG INC ADS 98422D105 646 12,836 SH   SOLE   0 0 12,836