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
Expires: July 31, 2015
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
3M CO COM 88579Y101 292,771 1,923 SH SOLE 1,232 0 691
ABBOTT LABS COM 002824100 569,544 4,188 SH SOLE 3,025 0 1,163
ABBVIE INC COM 00287Y109 1,609,481 8,671 SH SOLE 6,646 0 2,025
ADVANCED MICRO DEVICES INC COM 007903107 287,064 2,023 SH SOLE 731 0 1,292
AFLAC INC COM 001055102 324,675 3,079 SH SOLE 1,829 0 1,250
ALLSTATE CORP COM 020002101 413,189 2,053 SH SOLE 597 0 1,456
ALPHABET INC CAP STK CL A 02079K305 765,254 4,342 SH SOLE 1,785 0 2,557
ALPHABET INC CAP STK CL C 02079K107 980,196 5,526 SH SOLE 1,554 0 3,972
AMAZON COM INC COM 023135106 1,694,250 7,723 SH SOLE 2,651 0 5,072
AMERICAN EXPRESS CO COM 025816109 208,014 652 SH SOLE 80 0 572
AMERIPRISE FINL INC COM 03076C106 718,070 1,345 SH SOLE 1,148 0 197
AMGEN INC COM 031162100 231,139 828 SH SOLE 389 0 439
AMPHENOL CORP NEW CL A 032095101 255,960 2,592 SH SOLE 664 0 1,928
ANALOG DEVICES INC COM 032654105 3,909,795 16,426 SH SOLE 0 0 16,426
APPLE INC COM 037833100 15,676,195 76,406 SH SOLE 35,110 0 41,296
APPLIED MATLS INC COM 038222105 893,643 4,881 SH SOLE 4,819 0 62
AT&T INC COM 00206R102 433,236 14,970 SH SOLE 13,166 0 1,804
AUTOMATIC DATA PROCESSING IN COM 053015103 394,444 1,279 SH SOLE 114 0 1,165
BANK AMERICA CORP COM 060505104 287,263 6,071 SH SOLE 4,636 0 1,435
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,276,360 2,627 SH SOLE 1,126 0 1,501
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 732,045 1,507 SH SOLE 0 0 1,507
BLACKROCK INC COM 09290D101 339,875 324 SH SOLE 25 0 299
BOEING CO COM 097023105 379,683 1,812 SH SOLE 679 0 1,133
BROADCOM INC COM 11135F101 1,185,961 4,302 SH SOLE 380 0 3,922
CAPITAL ONE FINL CORP COM 14040H105 317,780 1,494 SH SOLE 119 0 1,375
CARRIER GLOBAL CORPORATION COM 14448C104 281,533 3,847 SH SOLE 2,252 0 1,595
CATERPILLAR INC COM 149123101 613,880 1,581 SH SOLE 875 0 706
CHEVRON CORP NEW COM 166764100 546,785 3,819 SH SOLE 2,601 0 1,218
CISCO SYS INC COM 17275R102 544,482 7,848 SH SOLE 6,100 0 1,748
COCA COLA CO COM 191216100 511,192 7,225 SH SOLE 4,996 0 2,229
COMCAST CORP NEW CL A 20030N101 205,298 5,752 SH SOLE 2,272 0 3,480
COSTCO WHSL CORP NEW COM 22160K105 253,512 256 SH SOLE 98 0 158
DEERE & CO COM 244199105 897,078 1,764 SH SOLE 1,257 0 507
DIREXION SHS ETF TR DRX S&P500BULL 25459W862 2,162,344 12,461 SH SOLE 4,487 0 7,974
DISNEY WALT CO COM 254687106 356,154 2,872 SH SOLE 1,740 0 1,132
ELI LILLY & CO COM 532457108 1,012,969 1,299 SH SOLE 512 0 787
EMERSON ELEC CO COM 291011104 229,089 1,718 SH SOLE 1,355 0 363
ENTERPRISE PRODS PARTNERS L COM 293792107 264,310 8,523 SH SOLE 5,527 0 2,996
EXXON MOBIL CORP COM 30231G102 1,587,066 14,722 SH SOLE 4,843 0 9,879
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 426,742 5,328 SH SOLE 3,422 0 1,906
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 648,194 6,891 SH SOLE 1,718 0 5,173
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 327,494 13,966 SH SOLE 4,540 0 9,426
FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 406,035 6,265 SH SOLE 2,821 0 3,444
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 1,083,892 16,949 SH SOLE 10,468 0 6,481
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 388,388 1,969 SH SOLE 1,122 0 847
GE AEROSPACE COM NEW 369604301 367,688 1,429 SH SOLE 966 0 463
GENERAL MLS INC COM 370334104 240,088 4,634 SH SOLE 3,897 0 737
GRANITESHARES ETF TR 2X LONG NVDA DAI 38747R827 211,260 3,000 SH SOLE 0 0 3,000
HARTFORD INSURANCE GROUP INC COM 416515104 307,552 2,424 SH SOLE 1,605 0 819
HOME DEPOT INC COM 437076102 916,334 2,499 SH SOLE 1,636 0 863
HONEYWELL INTL INC COM 438516106 385,883 1,657 SH SOLE 1,271 0 386
IDEXX LABS INC COM 45168D104 1,586,494 2,958 SH SOLE 2,244 0 714
INTEL CORP COM 458140100 504,657 22,529 SH SOLE 19,551 0 2,978
INTERNATIONAL BUSINESS MACHS COM 459200101 711,647 2,414 SH SOLE 1,283 0 1,131
INTUIT COM 461202103 743,523 944 SH SOLE 23 0 921
INTUITIVE SURGICAL INC COM NEW 46120E602 242,905 447 SH SOLE 435 0 12
INVESCO QQQ TR UNIT SER 1 46090E103 979,398 1,775 SH SOLE 553 0 1,222
IRON MTN INC DEL COM 46284V101 300,633 2,931 SH SOLE 2,290 0 641
ISHARES INC CORE MSCI EMKT 46434G103 677,265 11,282 SH SOLE 9,845 0 1,437
ISHARES INC MSCI CDA ETF 464286509 458,135 9,916 SH SOLE 9,466 0 450
ISHARES TR FLTG RATE NT ETF 46429B655 337,479 6,615 SH SOLE 5,631 0 984
ISHARES TR ESG MSCI KLD 400 464288570 1,911,951 16,460 SH SOLE 16,405 0 55
ISHARES TR US TREAS BD ETF 46429B267 400,948 17,448 SH SOLE 15,902 0 1,546
ISHARES TR CORE MSCI EAFE 46432F842 1,464,481 17,543 SH SOLE 10,059 0 7,484
ISHARES TR TIPS BD ETF 464287176 325,269 2,956 SH SOLE 2,956 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 273,670 20,875 SH SOLE 20,803 0 72
ISHARES TR ESG MSCI LEADR 46435U218 676,104 6,240 SH SOLE 6,240 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 520,676 6,083 SH SOLE 0 0 6,083
ISHARES TR ESG AW MSCI EAFE 46435G516 2,283,669 25,596 SH SOLE 23,520 0 2,076
ISHARES TR S&P 500 VAL ETF 464287408 5,289,524 27,067 SH SOLE 21,149 0 5,918
ISHARES TR 20 YR TR BD ETF 464287432 203,890 2,310 SH SOLE 1,846 0 464
ISHARES TR 1 3 YR TREAS BD 464287457 2,376,860 28,685 SH SOLE 26,221 0 2,464
ISHARES TR CORE 1 5 YR USD 46432F859 1,809,770 37,200 SH SOLE 30,261 0 6,939
ISHARES TR GLOBAL TECH ETF 464287291 3,691,635 39,979 SH SOLE 32,595 0 7,384
ISHARES TR U.S. MED DVC ETF 464288810 3,635,040 58,031 SH SOLE 48,669 0 9,362
ISHARES TR RUS 1000 GRW ETF 464287614 619,463 1,459 SH SOLE 695 0 764
ISHARES TR ESG AWARE MSCI 46435U663 2,501,632 60,528 SH SOLE 50,664 0 9,864
ISHARES TR ESG AWR US AGRGT 46435U549 3,214,522 67,617 SH SOLE 53,360 0 14,257
ISHARES TR ESG AWRE USD ETF 46435G193 1,679,614 72,304 SH SOLE 11,299 0 61,005
ISHARES TR S&P 500 GRWT ETF 464287309 7,990,889 72,578 SH SOLE 66,252 0 6,326
ISHARES TR ESG OPTIMIZED 464288802 9,595,729 75,706 SH SOLE 63,879 0 11,827
ISHARES TR CORE S&P TTL STK 464287150 861,379 6,379 SH SOLE 3,296 0 3,083
ISHARES TR ULTRA SHORT DUR 46434V878 372,212 7,340 SH SOLE 500 0 6,840
ISHARES TR MSCI ACWI ETF 464288257 10,549,488 82,033 SH SOLE 73,713 0 8,320
ISHARES TR CORE MSCI EURO 46434V738 558,927 8,443 SH SOLE 6,892 0 1,551
ISHARES TR RUSEL 2500 ETF 46435G268 1,035,543 15,278 SH SOLE 11,740 0 3,538
ISHARES TR CORE S&P MCP ETF 464287507 928,009 14,963 SH SOLE 10,680 0 4,283
ISHARES TR 0-5YR INVT GR CP 46434V100 4,170,938 82,446 SH SOLE 75,273 0 7,173
ISHARES TR RUSSELL 2000 ETF 464287655 1,108,779 5,138 SH SOLE 2,787 0 2,351
ISHARES TR CORE S&P US VLU 464287663 8,389,514 88,656 SH SOLE 61,965 0 26,691
ISHARES TR ESG AWRE 1 5 YR 46435G243 3,356,684 133,360 SH SOLE 87,871 0 45,489
ISHARES TR CORE INTL AGGR 46435G672 247,128 4,837 SH SOLE 4,591 0 246
ISHARES TR MSCI ACWI EX US 464288240 8,563,952 140,531 SH SOLE 123,579 0 16,952
ISHARES TR ISHS 1-5YR INVS 464288646 13,374,900 253,505 SH SOLE 219,626 0 33,879
ISHARES TR US INDUSTRIALS 464287754 672,710 4,727 SH SOLE 2,571 0 2,156
ISHARES TR SHORT TREAS BD 464288679 249,764 2,262 SH SOLE 2,248 0 14
ISHARES TR US AER DEF ETF 464288760 853,675 4,525 SH SOLE 2,805 0 1,720
ISHARES TR ESG AWR MSCI USA 46435G425 1,517,032 11,212 SH SOLE 10,842 0 370
ISHARES TR CORE MSCI TOTAL 46432F834 34,518,921 446,500 SH SOLE 371,042 0 75,458
ISHARES TR CORE S&P500 ETF 464287200 325,605,142 524,408 SH SOLE 360,047 0 164,361
ISHARES TR CORE S&P SCP ETF 464287804 466,468 4,268 SH SOLE 2,805 0 1,463
ISHARES TR RUS 1000 VAL ETF 464287598 739,628 3,808 SH SOLE 1,583 0 2,225
ISHARES TR NATIONAL MUN ETF 464288414 387,196 3,706 SH SOLE 3,653 0 53
ISHARES TR CORE US AGGBD ET 464287226 169,320,146 1,706,856 SH SOLE 1,098,988 0 607,868
ISHARES TR U.S. FINLS ETF 464287788 406,675 3,361 SH SOLE 2,536 0 825
ISHARES TR ISHS 5-10YR INVT 464288638 68,461,501 1,284,697 SH SOLE 755,492 0 529,205
ISHARES TR U.S. TECH ETF 464287721 1,608,583 9,284 SH SOLE 5,154 0 4,130
ISHARES TR ESG ADV TTL USD 46436E619 665,953 15,292 SH SOLE 6,271 0 9,021
ISHARES U S ETF TR SHORT DURATION B 46431W507 324,057 6,342 SH SOLE 6,319 0 23
JOHNSON & JOHNSON COM 478160104 1,967,365 12,880 SH SOLE 7,964 0 4,916
JPMORGAN CHASE & CO. COM 46625H100 2,625,525 9,056 SH SOLE 5,563 0 3,493
KINDER MORGAN INC DEL COM 49456B101 208,282 7,084 SH SOLE 5,657 0 1,427
LOWES COS INC COM 548661107 331,158 1,493 SH SOLE 1,007 0 486
MASTERCARD INCORPORATED CL A 57636Q104 948,074 1,687 SH SOLE 421 0 1,266
MCDONALDS CORP COM 580135101 793,171 2,715 SH SOLE 1,951 0 764
MEDTRONIC PLC SHS G5960L103 1,521,196 17,451 SH SOLE 16,339 0 1,112
MERCK & CO INC COM 58933Y105 1,087,636 13,740 SH SOLE 7,747 0 5,993
META PLATFORMS INC CL A 30303M102 495,529 671 SH SOLE 211 0 460
MICROSOFT CORP COM 594918104 5,291,798 10,639 SH SOLE 5,749 0 4,890
MORGAN STANLEY COM NEW 617446448 2,258,539 16,034 SH SOLE 171 0 15,863
NETFLIX INC COM 64110L106 423,194 316 SH SOLE 239 0 77
NEXTERA ENERGY INC COM 65339F101 873,130 12,577 SH SOLE 8,581 0 3,996
NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 237,020 7,137 SH SOLE 0 0 7,137
NUSHARES ETF TR NUVEEN ESG US 67092P870 5,402,321 242,692 SH SOLE 222,872 0 19,820
NVIDIA CORPORATION COM 67066G104 1,620,163 10,255 SH SOLE 2,172 0 8,083
ORACLE CORP COM 68389X105 519,879 2,378 SH SOLE 666 0 1,712
OTIS WORLDWIDE CORP COM 68902V107 264,929 2,676 SH SOLE 1,803 0 873
PAYCHEX INC COM 704326107 205,432 1,412 SH SOLE 1,167 0 245
PEPSICO INC COM 713448108 757,882 5,740 SH SOLE 3,604 0 2,136
PFIZER INC COM 717081103 258,471 10,663 SH SOLE 8,745 0 1,918
PHILIP MORRIS INTL INC COM 718172109 236,886 1,301 SH SOLE 433 0 868
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 637,443 6,709 SH SOLE 6,124 0 585
PROCTER AND GAMBLE CO COM 742718109 1,606,653 10,084 SH SOLE 8,254 0 1,830
PROSHARES TR PSHS ULT S&P 500 74347R107 333,910 3,417 SH SOLE 1,500 0 1,917
QUALCOMM INC COM 747525103 530,256 3,329 SH SOLE 3,144 0 185
REALTY INCOME CORP COM 756109104 264,744 4,595 SH SOLE 2,379 0 2,216
RTX CORPORATION COM 75513E101 1,190,111 8,150 SH SOLE 5,079 0 3,071
SALESFORCE INC COM 79466L302 1,784,045 6,542 SH SOLE 1,799 0 4,743
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 435,966 4,017 SH SOLE 3,254 0 763
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 424,929 1,678 SH SOLE 1,381 0 297
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 394,454 1,815 SH SOLE 1,803 0 12
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 662,952 12,659 SH SOLE 6,894 0 5,765
SELECT SECTOR SPDR TR ENERGY 81369Y506 235,642 2,778 SH SOLE 920 0 1,858
SI-BONE INC COM 825704109 451,737 24,003 SH SOLE 0 0 24,003
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,256,694 6,890 SH SOLE 4,195 0 2,695
SPDR SERIES TRUST S&P DIVID ETF 78464A763 205,752 1,516 SH SOLE 902 0 614
SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 560,006 10,298 SH SOLE 8,124 0 2,174
SPDR SERIES TRUST PORTFLI INTRMDIT 78464A672 428,311 14,887 SH SOLE 0 0 14,887
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 221,329 977 SH SOLE 921 0 56
TE CONNECTIVITY PLC ORD SHS G87052109 1,275,608 7,563 SH SOLE 7,222 0 341
TESLA INC COM 88160R101 680,970 2,144 SH SOLE 147 0 1,997
TEXAS INSTRS INC COM 882508104 1,785,711 8,601 SH SOLE 0 0 8,601
TEXTRON INC COM 883203101 342,277 4,263 SH SOLE 0 0 4,263
THE CIGNA GROUP COM 125523100 309,423 936 SH SOLE 641 0 295
THERMO FISHER SCIENTIFIC INC COM 883556102 802,532 1,979 SH SOLE 448 0 1,531
TJX COS INC NEW COM 872540109 411,960 3,336 SH SOLE 677 0 2,659
UNITEDHEALTH GROUP INC COM 91324P102 396,108 1,270 SH SOLE 497 0 773
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 276,092 990 SH SOLE 0 0 990
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 9,311,539 126,464 SH SOLE 106,273 0 20,191
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 69,301,877 880,583 SH SOLE 573,081 0 307,502
VANGUARD INDEX FDS SMALL CP ETF 922908751 955,765 4,033 SH SOLE 905 0 3,128
VANGUARD INDEX FDS GROWTH ETF 922908736 4,459,113 10,171 SH SOLE 6,269 0 3,902
VANGUARD INDEX FDS VALUE ETF 922908744 4,186,338 23,686 SH SOLE 11,737 0 11,949
VANGUARD INDEX FDS LARGE CAP ETF 922908637 517,535 1,814 SH SOLE 632 0 1,182
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 287,519 3,228 SH SOLE 1,752 0 1,476
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28,606,180 50,360 SH SOLE 39,393 0 10,967
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 72,184,165 374,574 SH SOLE 250,324 0 124,250
VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,810,381 12,537 SH SOLE 7,281 0 5,256
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 36,809,382 547,596 SH SOLE 431,410 0 116,186
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 1,584,376 19,279 SH SOLE 17,610 0 1,669
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 2,772,657 35,776 SH SOLE 28,798 0 6,978
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,234,317 24,956 SH SOLE 20,585 0 4,371
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1,181,876 9,196 SH SOLE 8,304 0 892
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 337,149 4,066 SH SOLE 2,224 0 1,842
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 322,380 4,650 SH SOLE 4,232 0 418
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 447,694 5,631 SH SOLE 1,959 0 3,672
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3,649,686 17,832 SH SOLE 10,739 0 7,093
VANGUARD STAR FDS VG TL INTL STK F 921909768 96,302,957 1,393,877 SH SOLE 703,763 0 690,114
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3,102,244 54,416 SH SOLE 41,941 0 12,475
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,792,338 13,445 SH SOLE 4,767 0 8,678
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 577,816 7,213 SH SOLE 800 0 6,413
VANGUARD WORLD FD ESG US CORP BD 921910691 273,857 4,319 SH SOLE 912 0 3,407
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 1,307,171 5,264 SH SOLE 3,209 0 2,055
VANGUARD WORLD FD UTILITIES ETF 92204A876 1,135,122 6,431 SH SOLE 4,286 0 2,145
VANGUARD WORLD FD ESG US STK ETF 921910733 5,963,672 54,393 SH SOLE 37,580 0 16,813
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 265,507 948 SH SOLE 482 0 466
VANGUARD WORLD FD ESG INTL STK ETF 921910725 9,746,182 148,797 SH SOLE 109,037 0 39,760
VANGUARD WORLD FD INF TECH ETF 92204A702 1,195,531 1,802 SH SOLE 643 0 1,159
VANGUARD WORLD FD CONSUM STP ETF 92204A207 401,511 1,833 SH SOLE 86 0 1,747
VERIZON COMMUNICATIONS INC COM 92343V104 331,530 7,662 SH SOLE 3,765 0 3,897
VERU INC COM 92536C103 11,636 20,000 SH SOLE 0 0 20,000
VISA INC COM CL A 92826C839 1,010,682 2,847 SH SOLE 524 0 2,323
WALMART INC COM 931142103 905,732 9,263 SH SOLE 3,124 0 6,139
WATSCO INC COM 942622200 1,126,131 2,550 SH SOLE 2,500 0 50
WISDOMTREE TR US QTLY DIV GRT 97717X669 299,434 3,576 SH SOLE 1,876 0 1,700
YUM BRANDS INC COM 988498101 840,519 5,672 SH SOLE 4,645 0 1,027
YUM CHINA HLDGS INC COM 98850P109 360,453 8,062 SH SOLE 8,062 0 0