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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
PUTNAM MUN OPS TR SH BEN INT Stock 746922103   115 11,250 SH   SOLE   0 0 11,250
LLOYDS BANKING GROUP PLC SPNSD ADR Stock 539439109   35 14,840 SH   SOLE   0 0 14,840
CANADIAN NATL RY CO COM Stock 136375102   200 1,595 SH   SOLE   0 0 1,595
COLGATE PALMOLIVE CO COM Stock 194162103   201 2,525 SH   SOLE   0 0 2,525
FEDERAL RLTY INVT TR SH BEN INT Stock 313745101   206 2,000 SH   SOLE   0 0 2,000
T-MOBILE US INC COM Stock 872590104   208 1,299 SH   SOLE   0 0 1,299
SALESFORCE INC COM Stock 79466L302   214 816 SH   SOLE   0 0 816
TETRA TECH INC COM Stock 88162G103   217 1,300 SH   SOLE   0 0 1,300
VANGUARD ULTRA-SHORT BOND Stock 92203C303   219 4,440 SH   SOLE   0 0 4,440
VANGUARD TOTAL STOCK MARKET Stock 922908769   222 940 SH   SOLE   0 0 940
TESLA INC COM Stock 88160R101   237 955 SH   SOLE   0 0 955
ISHARES CURR HEDGED MSCI EZ Stock 46434V639   239 7,196 SH   SOLE   0 0 7,196
VANGUARD FTSE EMERGING MKTS Stock 922042858   243 5,915 SH   SOLE   0 0 5,915
COMCAST CORP CL A Stock 20030N101   248 5,666 SH   SOLE   0 0 5,666
ISHARES RUSSELL 1000 Stock 464287622   249 951 SH   SOLE   0 0 951
ALPHABET INC CAP STK CL A Stock 02079K305   265 1,900 SH   SOLE   0 0 1,900
VANGUARD HIGH DIVIDEND YIELD INDEX Stock 921946406   281 2,521 SH   SOLE   0 0 2,521
AMGEN INC COM Stock 031162100   291 1,012 SH   SOLE   0 0 1,012
ADOBE INC COM Stock 00724F101   292 491 SH   SOLE   0 0 491
CURTISS WRIGHT CORP COM Stock 231561101   293 1,316 SH   SOLE   0 0 1,316
KEMPER CORP COM Stock 488401100   296 6,084 SH   SOLE   0 0 6,084
TARGET CORP COM Stock 87612E106   296 2,081 SH   SOLE   0 0 2,081
VERIZON COMMUNICATIONS INC COM Stock 92343V104   298 7,924 SH   SOLE   0 0 7,924
DEERE CO COM Stock 244199105   303 760 SH   SOLE   0 0 760
JPMORGAN BETABUILDERS INTL ETY Stock 46641Q373   305 5,363 SH   SOLE   0 0 5,363
VANGUARD FTSE ALL-WORLD EX-US IDX Stock 922042775   306 5,453 SH   SOLE   0 0 5,453
EXTRA SPACE STORAGE INC COM Stock 30225T102   311 1,941 SH   SOLE   0 0 1,941
VANGUARD REAL ESTATE Stock 922908553   313 3,551 SH   SOLE   0 0 3,551
CISCO SYS INC COM Stock 17275R102   315 6,249 SH   SOLE   0 0 6,249
MID-AMER APT CMNTYS INC COM Stock 59522J103   321 2,390 SH   SOLE   0 0 2,390
ISHARES MSCI EAFE Stock 464287465   323 4,297 SH   SOLE   0 0 4,297
PIMCO ENHANCED SHORT MAT ACTIVE Stock 72201R833   334 3,334 SH   SOLE   0 0 3,334
TELEDYNE TECHNOLOGIES INC COM Stock 879360105   344 773 SH   SOLE   0 0 773
DOMINION ENERGY INC COM Stock 25746U109   348 7,417 SH   SOLE   0 0 7,417
NUVEEN YORK QLT MUN INC FD COM Stock 67066X107   350 31,727 SH   SOLE   0 0 31,727
SP GLOBAL INC COM Stock 78409V104   352 800 SH   SOLE   0 0 800
INVESCO SOLAR Stock 46138G706   366 6,872 SH   SOLE   0 0 6,872
JOHNSON JOHNSON COM Stock 478160104   369 2,357 SH   SOLE   0 0 2,357
APPLIED MATLS INC COM Stock 038222105   372 2,300 SH   SOLE   0 0 2,300
ISHARES CORE DIVIDEND GROWTH Stock 46434V621   416 7,742 SH   SOLE   0 0 7,742
ISHARES RUSSELL 1000 GROWTH Stock 464287614   425 1,405 SH   SOLE   0 0 1,405
CSX CORP COM Stock 126408103   426 12,300 SH   SOLE   0 0 12,300
ISHARES CORE HIGH DIVIDEND Stock 46429B663   440 4,322 SH   SOLE   0 0 4,322
ALPHABET INC CAP STK CL C Stock 02079K107   445 3,160 SH   SOLE   0 0 3,160
UNITED RENTALS INC COM Stock 911363109   458 800 SH   SOLE   0 0 800
PROCTER AND GAMBLE CO COM Stock 742718109   465 3,176 SH   SOLE   0 0 3,176
ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102   469 3,859 SH   SOLE   0 0 3,859
ISHARES MSCI USA QUALITY FACTOR Stock 46432F339   504 3,427 SH   SOLE   0 0 3,427
JP MORGAN BETA U.S. EQUITY Stock 46641Q399   517 6,029 SH   SOLE   0 0 6,029
ISHARES IBOXX HIGH YIELD CORP Stock 464288513   531 6,863 SH   SOLE   0 0 6,863
VANGUARD MID-CAP Stock 922908629   550 2,365 SH   SOLE   0 0 2,365
EXXON MOBIL CORP COM Stock 30231G102   579 5,800 SH   SOLE   0 0 5,800
FIRST SOLAR INC COM Stock 336433107   592 3,437 SH   SOLE   0 0 3,437
VANGUARD DIVIDEND APPRECIATION Stock 921908844   594 3,487 SH   SOLE   0 0 3,487
ISHARES CORE SP MID-CAP Stock 464287507   603 2,176 SH   SOLE   0 0 2,176
VANGUARD SMALL-CAP Stock 922908751   611 2,868 SH   SOLE   0 0 2,868
ISHARES CORE MSCI EMERGING MKTS Stock 46434G103   613 12,125 SH   SOLE   0 0 12,125
NUVEEN ESG HIGH YIELD CORP BOND Stock 67092P854   688 32,723 SH   SOLE   0 0 32,723
AMAZON COM INC COM Stock 023135106   689 4,540 SH   SOLE   0 0 4,540
VANGUARD INT-TERM TSY Stock 92206C706   729 12,292 SH   SOLE   0 0 12,292
ISHARES U.S. TECHNOLOGY Stock 464287721   818 6,667 SH   SOLE   0 0 6,667
FAIR ISAAC CORP COM Stock 303250104   873 750 SH   SOLE   0 0 750
VANGUARD VALUE Stock 922908744   881 5,894 SH   SOLE   0 0 5,894
WASTE MGMT INC DEL COM Stock 94106L109   914 5,107 SH   SOLE   0 0 5,107
NETFLIX INC COM Stock 64110L106   952 1,957 SH   SOLE   0 0 1,957
VANGUARD FTSE DEVELOPED MKTS Stock 921943858   1,032 21,554 SH   SOLE   0 0 21,554
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   1,118 2,108 SH   SOLE   0 0 2,108
SPDR NUVEEN BLMG MUN BOND Stock 78468R721   1,162 24,729 SH   SOLE   0 0 24,729
HOME DEPOT INC COM Stock 437076102   1,215 3,508 SH   SOLE   0 0 3,508
VANGUARD TAX-EXEMPT BOND Stock 922907746   1,230 24,109 SH   SOLE   0 0 24,109
NUVEEN ESG MID-CAP GROWTH Stock 67092P409   1,267 29,933 SH   SOLE   0 0 29,933
SPDR SP MIDCAP 400 TRUST Stock 78467Y107   1,268 2,500 SH   SOLE   0 0 2,500
SPDR GOLD SHARES Stock 78463V107   1,280 6,698 SH   SOLE   0 0 6,698
ISHARES CORE MSCI EAFE Stock 46432F842   1,335 18,985 SH   SOLE   0 0 18,985
REPUBLIC SVCS INC COM Stock 760759100   1,344 8,153 SH   SOLE   0 0 8,153
VISA INC COM CL A Stock 92826C839   1,412 5,424 SH   SOLE   0 0 5,424
UNION PAC CORP COM Stock 907818108   1,424 5,800 SH   SOLE   0 0 5,800
BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702   1,462 4,101 SH   SOLE   0 0 4,101
ISHARES NATIONAL MUNI BOND Stock 464288414   1,474 13,603 SH   SOLE   0 0 13,603
LOWES COS INC COM Stock 548661107   1,604 7,211 SH   SOLE   0 0 7,211
UNITEDHEALTH GROUP INC COM Stock 91324P102   1,614 3,066 SH   SOLE   0 0 3,066
ISHARES SHORT-TERM NATIONAL MUNI Stock 464288158   1,761 16,705 SH   SOLE   0 0 16,705
COSTCO WHSL CORP COM Stock 22160K105   1,926 2,918 SH   SOLE   0 0 2,918
VANGUARD ESG INTL STOCK Stock 921910725   1,969 35,627 SH   SOLE   0 0 35,627
VANGUARD GROWTH Stock 922908736   2,007 6,458 SH   SOLE   0 0 6,458
VANGUARD SP 500 Stock 922908363   2,038 4,666 SH   SOLE   0 0 4,666
VANGUARD TOTAL INTL STOCK Stock 921909768   2,061 35,573 SH   SOLE   0 0 35,573
ISHARES CORE U.S. AGG BOND Stock 464287226   2,102 21,185 SH   SOLE   0 0 21,185
NORFOLK SOUTHN CORP COM Stock 655844108   2,265 9,586 SH   SOLE   0 0 9,586
FLEXSHARES HIGH YIELD VALUE Stock 33939L662   2,312 56,585 SH   SOLE   0 0 56,585
SPDR SP 500 TRUST Stock 78462F103   2,328 4,898 SH   SOLE   0 0 4,898
ISHARES U.S. TREASURY BOND Stock 46429B267   2,864 124,348 SH   SOLE   0 0 124,348
ISHARES ESG ADVANCED HIGH Stock 46435G441   3,260 71,709 SH   SOLE   0 0 71,709
NUVEEN ESG U.S. AGG BOND Stock 67092P870   3,307 148,572 SH   SOLE   0 0 148,572
ISHARES MSCI USA ESG SELECT Stock 464288802   3,566 35,482 SH   SOLE   0 0 35,482
ISHARES CORE SP SMALL CAP Stock 464287804   4,157 38,406 SH   SOLE   0 0 38,406
FLEXSHARES CORE SELECT BOND Stock 33939L670   8,175 365,462 SH   SOLE   0 0 365,462
FIRST TRUST VALUE LINE DIVIDEND INDEX Stock 33734H106   8,632 212,843 SH   SOLE   0 0 212,843
NVIDIA CORPORATION COM Stock 67066G104   9,184 18,547 SH   SOLE   0 0 18,547
ISHARES CORE MSCI TOTAL INTL STOCK Stock 46432F834   10,133 156,074 SH   SOLE   0 0 156,074
FLEXSHARES TRUST STOXX US Stock 33939L696   10,230 88,175 SH   SOLE   0 0 88,175
ISHARES CORE SP 500 Stock 464287200   11,420 23,911 SH   SOLE   0 0 23,911
INVESCO QQQ TRUST SERIES I Stock 46090E103   11,962 29,210 SH   SOLE   0 0 29,210
ISHARES ESG AWARE MSCI EAFE Stock 46435G516   12,305 162,905 SH   SOLE   0 0 162,905
MICROSOFT CORP COM Stock 594918104   12,779 33,985 SH   SOLE   0 0 33,985
ISHARES ESG AWARE US AGG BOND Stock 46435U549   13,019 272,715 SH   SOLE   0 0 272,715
APPLE INC COM Stock 037833100   15,301 79,476 SH   SOLE   0 0 79,476
VANGUARD ESG U.S. STOCK Stock 921910733   22,234 261,396 SH   SOLE   0 0 261,396