The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBOTT LABS | COM | 002824100 | 433 | 3,658 | SH | SOLE | 0 | 0 | 3,658 | ||
ABBVIE INC | COM | 00287Y109 | 813 | 5,016 | SH | SOLE | 0 | 0 | 5,016 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 224 | 492 | SH | SOLE | 0 | 0 | 492 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 414 | 149 | SH | SOLE | 0 | 0 | 149 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 209 | 75 | SH | SOLE | 0 | 0 | 75 | ||
AMAZON COM INC | COM | 023135106 | 1,428 | 438 | SH | SOLE | 0 | 0 | 438 | ||
APPLE INC | COM | 037833100 | 2,987 | 17,108 | SH | SOLE | 0 | 0 | 17,108 | ||
ASSURANT INC | COM | 04621X108 | 3,690 | 20,296 | SH | SOLE | 0 | 0 | 20,296 | ||
BEIGENE LTD | SPONSORED ADR | 07725L102 | 205 | 1,089 | SH | SOLE | 0 | 0 | 1,089 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 473 | 1,341 | SH | SOLE | 0 | 0 | 1,341 | ||
BROOKLINE BANCORP INC DEL | COM | 11373M107 | 292 | 18,437 | SH | SOLE | 0 | 0 | 18,437 | ||
CERUS CORP | COM | 157085101 | 121 | 22,000 | SH | SOLE | 0 | 0 | 22,000 | ||
CISCO SYS INC | COM | 17275R102 | 412 | 7,393 | SH | SOLE | 0 | 0 | 7,393 | ||
DISNEY WALT CO | COM | 254687106 | 211 | 1,541 | SH | SOLE | 0 | 0 | 1,541 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 228 | 4,100 | SH | SOLE | 0 | 0 | 4,100 | ||
HOME DEPOT INC | COM | 437076102 | 286 | 954 | SH | SOLE | 0 | 0 | 954 | ||
HONEYWELL INTL INC | COM | 438516106 | 791 | 4,063 | SH | SOLE | 0 | 0 | 4,063 | ||
INTUIT | COM | 461202103 | 2,717 | 5,650 | SH | SOLE | 0 | 0 | 5,650 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 346 | 955 | SH | SOLE | 0 | 0 | 955 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 338 | 3,304 | SH | SOLE | 0 | 0 | 3,304 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 421 | 929 | SH | SOLE | 0 | 0 | 929 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 1,245 | 7,500 | SH | SOLE | 0 | 0 | 7,500 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 2,582 | 9,300 | SH | SOLE | 0 | 0 | 9,300 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,436 | 13,727 | SH | SOLE | 0 | 0 | 13,727 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 4,608 | 41,800 | SH | SOLE | 0 | 0 | 41,800 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 365 | 2,677 | SH | SOLE | 0 | 0 | 2,677 | ||
MCDONALDS CORP | COM | 580135101 | 206 | 835 | SH | SOLE | 0 | 0 | 835 | ||
META PLATFORMS INC | CL A | 30303M102 | 2,106 | 9,471 | SH | SOLE | 0 | 0 | 9,471 | ||
MICROSOFT CORP | COM | 594918104 | 2,704 | 8,772 | SH | SOLE | 0 | 0 | 8,772 | ||
NETFLIX INC | COM | 64110L106 | 287 | 766 | SH | SOLE | 0 | 0 | 766 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 425 | 5,016 | SH | SOLE | 0 | 0 | 5,016 | ||
NVIDIA CORPORATION | COM | 67066G104 | 294 | 1,076 | SH | SOLE | 0 | 0 | 1,076 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 258 | 7,030 | SH | SOLE | 0 | 0 | 7,030 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 352 | 6,531 | SH | SOLE | 0 | 0 | 6,531 | ||
SHOCKWAVE MED INC | COM | 82489T104 | 233 | 1,125 | SH | SOLE | 0 | 0 | 1,125 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,046 | 2,316 | SH | SOLE | 0 | 0 | 2,316 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 256 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
SPDR SER TR | PORTFLI MORTGAGE | 78464A383 | 207 | 8,649 | SH | SOLE | 0 | 0 | 8,649 | ||
STRYKER CORPORATION | COM | 863667101 | 977 | 3,656 | SH | SOLE | 0 | 0 | 3,656 | ||
TESLA INC | COM | 88160R101 | 664 | 617 | SH | SOLE | 0 | 0 | 617 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 306 | 601 | SH | SOLE | 0 | 0 | 601 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,366 | 17,179 | SH | SOLE | 0 | 0 | 17,179 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 31,590 | 76,090 | SH | SOLE | 0 | 0 | 76,090 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 761 | 3,650 | SH | SOLE | 0 | 0 | 3,650 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 8,356 | 36,701 | SH | SOLE | 0 | 0 | 36,701 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 12,100 | 73,043 | SH | SOLE | 0 | 0 | 73,043 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 2,021 | 13,676 | SH | SOLE | 0 | 0 | 13,676 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 613 | 2,575 | SH | SOLE | 0 | 0 | 2,575 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 2,415 | 13,725 | SH | SOLE | 0 | 0 | 13,725 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 479 | 2,254 | SH | SOLE | 0 | 0 | 2,254 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,872 | 62,253 | SH | SOLE | 0 | 0 | 62,253 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 223 | 3,880 | SH | SOLE | 0 | 0 | 3,880 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 2,827 | 55,199 | SH | SOLE | 0 | 0 | 55,199 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 1,725 | 33,468 | SH | SOLE | 0 | 0 | 33,468 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 6,907 | 109,788 | SH | SOLE | 0 | 0 | 109,788 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 18,017 | 304,036 | SH | SOLE | 0 | 0 | 304,036 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 2,732 | 45,735 | SH | SOLE | 0 | 0 | 45,735 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 11,491 | 239,245 | SH | SOLE | 0 | 0 | 239,245 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 302 | 2,690 | SH | SOLE | 0 | 0 | 2,690 | ||
WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | 279 | 6,497 | SH | SOLE | 0 | 0 | 6,497 |