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
ABB LTD SPONSORED ADR 000375204 BBG001SDDMX9 631,314 20,726 SH   SOLE   20,726 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 992,859 15,329 SH   SOLE   15,329 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 693,092 7,868 SH   SOLE   7,868 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1,035,379 11,735 SH   SOLE   11,735 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,502,780 16,937 SH   SOLE   16,937 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,066,800 12,700 SH   SOLE   12,700 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 356,277 5,934 SH   SOLE   5,934 0 0
APPLE INC COM 037833100 BBG001S5N8V8 16,114,145 124,022 SH   SOLE   124,022 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,116,307 11,463 SH   SOLE   11,463 0 0
BAIDU INC SPON ADR REP A 056752108 BBG001SNBKD5 486,573 4,254 SH   SOLE   4,254 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 2,800,956 84,570 SH   SOLE   84,570 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 335,774 1,087 SH   SOLE   1,087 0 0
BOX INC CL A 10316T104 BBG001T5R852 1,324,675 42,553 SH   SOLE   42,553 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 418,444 5,816 SH   SOLE   5,816 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,711,877 9,537 SH   SOLE   9,537 0 0
CIGNA CORP NEW COM 125523100 BBG00KXRCDQ9 494,028 1,491 SH   SOLE   1,491 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 386,170 8,106 SH   SOLE   8,106 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 501,328 11,084 SH   SOLE   11,084 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 1,032,913 16,238 SH   SOLE   16,238 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 329,755 2,795 SH   SOLE   2,795 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 327,283 3,512 SH   SOLE   3,512 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 364,856 2,048 SH   SOLE   2,048 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,954,366 22,495 SH   SOLE   22,495 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 404,193 6,592 SH   SOLE   6,592 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,070,389 10,393 SH   SOLE   10,393 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 453,141 6,603 SH   SOLE   6,603 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1,251,550 11,347 SH   SOLE   11,347 0 0
FIDELITY COVINGTON TRUST INT HG DIV ETF 316092725 BBG00JRH23N7 308,163 16,524 SH   SOLE   16,524 0 0
FIDELITY MERRIMACK STR TR INVESTMENT GR BD 316188606 BBG00ZGX8904 1,375,992 32,442 SH   SOLE   32,442 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 376,887 4,498 SH   SOLE   4,498 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 385,918 11,472 SH   SOLE   11,472 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2,045,095 5,956 SH   SOLE   5,956 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 777,016 2,460 SH   SOLE   2,460 0 0
ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 925,400 18,508 SH   SOLE   18,508 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 1,288,351 22,259 SH   SOLE   22,259 0 0
ISHARES TR CORE S&P US GWT 464287671 BBG001SFQL99 331,053 4,061 SH   SOLE   4,061 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 8,448,288 21,989 SH   SOLE   21,989 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 229,478 2,366 SH   SOLE   2,366 0 0
ISHARES TR IBONDS DEC 25 46435U432 BBG00MJW33G3 458,759 17,397 SH   SOLE   17,397 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 281,810 7,436 SH   SOLE   7,436 0 0
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 3,028,318 28,699 SH   SOLE   28,699 0 0
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1,305,013 6,199 SH   SOLE   6,199 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 632,987 4,174 SH   SOLE   4,174 0 0
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 1,698,269 30,256 SH   SOLE   30,256 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2,792,911 15,810 SH   SOLE   15,810 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4,636,478 34,575 SH   SOLE   34,575 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 BBG004XB9HZ5 264,220 8,749 SH   SOLE   8,749 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678 BBG00WC70964 253,375 6,947 SH   SOLE   6,947 0 0
LILLY ELI & CO COM 532457108 BBG001S5STL8 292,672 800 SH   SOLE   800 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 390,201 1,481 SH   SOLE   1,481 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 220,571 588 SH   SOLE   588 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 1,913,898 17,250 SH   SOLE   17,250 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 4,368,156 18,214 SH   SOLE   18,214 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 770,240 11,556 SH   SOLE   11,556 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 763,905 8,985 SH   SOLE   8,985 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 343,901 4,114 SH   SOLE   4,114 0 0
NORDSON CORP COM 655663102 BBG001S5TKK7 286,690 1,206 SH   SOLE   1,206 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 980,317 6,708 SH   SOLE   6,708 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 393,169 4,810 SH   SOLE   4,810 0 0
PEPSICO INC COM 713448108 BBG001S695T1 1,130,691 6,259 SH   SOLE   6,259 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,015,159 39,328 SH   SOLE   39,328 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,562,359 10,309 SH   SOLE   10,309 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 BBG00VJ17DT1 66,696 11,763 SH   SOLE   11,763 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 290,787 5,106 SH   SOLE   5,106 0 0
SI-BONE INC COM 825704109 BBG001V0GNP7 319,845 23,518 SH   SOLE   23,518 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 1,481,683 12,612 SH   SOLE   12,612 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3,066,324 8,018 SH   SOLE   8,018 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 308,327 6,085 SH   SOLE   6,085 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,404,225 14,155 SH   SOLE   14,155 0 0
TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 234,363 1,250 SH   SOLE   1,250 0 0
TRIP COM GROUP LTD ADS 89677Q107 BBG001S6VL20 327,832 9,530 SH   SOLE   9,530 0 0
UNDER ARMOUR INC CL A 904311107 BBG001SJLLQ7 245,019 24,116 SH   SOLE   24,116 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 396,539 1,915 SH   SOLE   1,915 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,457,205 8,382 SH   SOLE   8,382 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 533,947 18,676 SH   SOLE   18,676 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 326,944 4,551 SH   SOLE   4,551 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 702,842 5,197 SH   SOLE   5,197 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1,474,762 4,198 SH   SOLE   4,198 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 21,690,210 154,522 SH   SOLE   154,522 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,347,794 34,577 SH   SOLE   34,577 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 1,808,167 36,536 SH   SOLE   36,536 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 725,756 4,779 SH   SOLE   4,779 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1,756,357 16,231 SH   SOLE   16,231 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 10,825,866 181,734 SH   SOLE   181,734 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 BBG001T0Y6L1 278,106 2,704 SH   SOLE   2,704 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 1,099,374 6,389 SH   SOLE   6,389 0 0
WALMART INC COM 931142103 BBG001S5XH92 1,452,355 10,243 SH   SOLE   10,243 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 458,080 2,920 SH   SOLE   2,920 0 0