The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| 3M CO | COM | 88579Y101 | 629,801 | 4,337 | SH | SOLE | 0 | 0 | 4,337 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 272,399 | 1,342 | SH | SOLE | 0 | 0 | 1,342 | ||
| ALPHABET INC CAP STOCK CL A | COM | 02079K305 | 1,675,612 | 5,827 | SH | SOLE | 0 | 0 | 5,827 | ||
| ALPHABET INC CAP STOCK CL C | COM | 02079K107 | 1,119,519 | 3,903 | SH | SOLE | 0 | 0 | 3,903 | ||
| AMAZON.COM INC | COM | 023135106 | 2,917,030 | 14,006 | SH | SOLE | 0 | 0 | 14,006 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 205,989 | 681 | SH | SOLE | 0 | 0 | 681 | ||
| AMGEN INC | COM | 031162100 | 8,760,437 | 24,898 | SH | SOLE | 0 | 0 | 24,898 | ||
| AMPHENOL CORP CL A | COM | 032095101 | 201,023 | 1,591 | SH | SOLE | 0 | 0 | 1,591 | ||
| ANALOG DEVICES INC | COM | 032654105 | 2,322,104 | 7,299 | SH | SOLE | 0 | 0 | 7,299 | ||
| APPLE INC | COM | 037833100 | 8,576,124 | 33,792 | SH | SOLE | 0 | 0 | 33,792 | ||
| APPLIED MATERIALS INC | COM | 038222105 | 565,662 | 1,655 | SH | SOLE | 0 | 0 | 1,655 | ||
| AT&T INC | COM | 00206R102 | 220,324 | 7,600 | SH | SOLE | 0 | 0 | 7,600 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 9,764,198 | 82,308 | SH | SOLE | 0 | 0 | 82,308 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 248,266 | 1,579 | SH | SOLE | 0 | 0 | 1,579 | ||
| BERKSHIRE HATHAWAY INC CL A | COM | 084670108 | 1,436,280 | 2 | SH | SOLE | 0 | 0 | 2 | ||
| BERKSHIRE HATHAWAY INC CL B NE | COM | 084670702 | 1,957,532 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 300,885 | 4,961 | SH | SOLE | 0 | 0 | 4,961 | ||
| CARLISLE COS INC | COM | 142339100 | 358,641 | 1,075 | SH | SOLE | 0 | 0 | 1,075 | ||
| CHECK POINT SOFTWARE TECH LTD | COM | M22465104 | 6,450,249 | 45,154 | SH | SOLE | 0 | 0 | 45,154 | ||
| CHEVRON CORP | COM | 166764100 | 203,796 | 985 | SH | SOLE | 0 | 0 | 985 | ||
| CHUBB LIMITED | COM | H1467J104 | 3,093,728 | 9,492 | SH | SOLE | 0 | 0 | 9,492 | ||
| CHURCH & DWIGHT CO INC | COM | 171340102 | 7,922,126 | 84,892 | SH | SOLE | 0 | 0 | 84,892 | ||
| CINTAS CORP | COM | 172908105 | 472,915 | 2,796 | SH | SOLE | 0 | 0 | 2,796 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 3,535,426 | 41,481 | SH | SOLE | 0 | 0 | 41,481 | ||
| COSTCO WHOLESALE CORP | COM | 22160K105 | 387,611 | 389 | SH | SOLE | 0 | 0 | 389 | ||
| CROWDSTRIKE HOLDINGS INC CL A | COM | 22788C105 | 8,977,088 | 22,994 | SH | SOLE | 0 | 0 | 22,994 | ||
| DOVER CORP | COM | 260003108 | 280,365 | 1,345 | SH | SOLE | 0 | 0 | 1,345 | ||
| EATON CORP PLC | COM | G29183103 | 5,056,026 | 14,136 | SH | SOLE | 0 | 0 | 14,136 | ||
| ELI LILLY & CO | COM | 532457108 | 814,916 | 886 | SH | SOLE | 0 | 0 | 886 | ||
| EMERSON ELECTRIC CO | COM | 291011104 | 590,114 | 4,504 | SH | SOLE | 0 | 0 | 4,504 | ||
| ENANTA PHARMACEUTICALS INC | COM | 29251M106 | 306,593 | 24,275 | SH | SOLE | 0 | 0 | 24,275 | ||
| EXXON MOBILE CORP | COM | 30231G102 | 1,919,533 | 11,314 | SH | SOLE | 0 | 0 | 11,314 | ||
| FEDEX CORP | COM | 31428X106 | 10,485,989 | 29,440 | SH | SOLE | 0 | 0 | 29,440 | ||
| FIFTH THIRD BANCORP | COM | 316773100 | 759,203 | 16,341 | SH | SOLE | 0 | 0 | 16,341 | ||
| FOMENTO ECONOMICO MEXICANO SAB | COM | 344419106 | 4,485,158 | 40,385 | SH | SOLE | 0 | 0 | 40,385 | ||
| FORIAN INC | COM | 34630N106 | 51,750 | 25,000 | SH | SOLE | 0 | 0 | 25,000 | ||
| GE AEROSPACE INC | COM | 369604301 | 576,904 | 2,033 | SH | SOLE | 0 | 0 | 2,033 | ||
| GE VERNOVA INC | COM | 36828A101 | 715,778 | 820 | SH | SOLE | 0 | 0 | 820 | ||
| GENERAL MILLS INC | COM | 370334104 | 268,393 | 7,211 | SH | SOLE | 0 | 0 | 7,211 | ||
| HERSHEY CO | COM | 427866108 | 5,691,694 | 27,378 | SH | SOLE | 0 | 0 | 27,378 | ||
| HOME DEPOT INC | COM | 437076102 | 569,966 | 1,733 | SH | SOLE | 0 | 0 | 1,733 | ||
| HONEYWELL INTL INC | COM | 438516106 | 593,555 | 2,626 | SH | SOLE | 0 | 0 | 2,626 | ||
| HUBBELL INC | COM | 443510607 | 11,921,553 | 24,293 | SH | SOLE | 0 | 0 | 24,293 | ||
| IDEXX LABORATORIES INC | COM | 45168D104 | 3,785,453 | 6,737 | SH | SOLE | 0 | 0 | 6,737 | ||
| INTEL CORP | COM | 458140100 | 859,432 | 19,475 | SH | SOLE | 0 | 0 | 19,475 | ||
| INTL BUSINESS MACHINES | COM | 459200101 | 8,965,187 | 36,987 | SH | SOLE | 0 | 0 | 36,987 | ||
| ISHARES BIOTECHNOLOGY ETF | COM | 464287556 | 202,620 | 1,200 | SH | SOLE | 0 | 0 | 1,200 | ||
| ISHARES GENOMICS IMMUNOLOGY AN | COM | 46435U192 | 3,025,064 | 104,133 | SH | SOLE | 0 | 0 | 104,133 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 1,728,191 | 7,070 | SH | SOLE | 0 | 0 | 7,070 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 1,591,406 | 5,410 | SH | SOLE | 0 | 0 | 5,410 | ||
| LINDE PLC | COM | G54950103 | 241,931 | 488 | SH | SOLE | 0 | 0 | 488 | ||
| MAGNUM ICE CREAM CO NV ORD | COM | N5505D105 | 311,558 | 20,840 | SH | SOLE | 0 | 0 | 20,840 | ||
| MARSH COM | COM | 571748102 | 475,080 | 2,739 | SH | SOLE | 0 | 0 | 2,739 | ||
| MASTERCARD INCORPORATED CL A | COM | 57636Q104 | 402,726 | 806 | SH | SOLE | 0 | 0 | 806 | ||
| MATSON INC | COM | 57686G105 | 487,066 | 2,971 | SH | SOLE | 0 | 0 | 2,971 | ||
| MCCORMICK & CO INC NON VTG | COM | 579780206 | 3,317,439 | 65,770 | SH | SOLE | 0 | 0 | 65,770 | ||
| MCDONALDS CORP | COM | 580135101 | 1,233,526 | 3,969 | SH | SOLE | 0 | 0 | 3,969 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 6,196,808 | 3,584 | SH | SOLE | 0 | 0 | 3,584 | ||
| MERCK & CO INC | COM | 58933Y105 | 1,516,376 | 12,606 | SH | SOLE | 0 | 0 | 12,606 | ||
| MICROSOFT CORP | COM | 594918104 | 12,377,723 | 33,438 | SH | SOLE | 0 | 0 | 33,438 | ||
| NETFLIX INC | COM | 64110L106 | 1,536,477 | 15,980 | SH | SOLE | 0 | 0 | 15,980 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 266,937 | 2,874 | SH | SOLE | 0 | 0 | 2,874 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 359,264 | 2,060 | SH | SOLE | 0 | 0 | 2,060 | ||
| ORACLE CORP | COM | 68389X105 | 427,649 | 2,907 | SH | SOLE | 0 | 0 | 2,907 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 8,965,415 | 55,922 | SH | SOLE | 0 | 0 | 55,922 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 455,842 | 2,757 | SH | SOLE | 0 | 0 | 2,757 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 971,070 | 6,723 | SH | SOLE | 0 | 0 | 6,723 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 10,236,395 | 28,523 | SH | SOLE | 0 | 0 | 28,523 | ||
| RTX CORPORATION | COM | 75513E101 | 213,733 | 1,108 | SH | SOLE | 0 | 0 | 1,108 | ||
| S&P GLOBAL INC | COM | 78409V104 | 209,267 | 492 | SH | SOLE | 0 | 0 | 492 | ||
| SHELL PLC SPON ADS | COM | 780259305 | 629,610 | 6,770 | SH | SOLE | 0 | 0 | 6,770 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 990,820 | 3,091 | SH | SOLE | 0 | 0 | 3,091 | ||
| SONY GROUP CORP SP ADR | COM | 835699307 | 227,079 | 10,970 | SH | SOLE | 0 | 0 | 10,970 | ||
| SPDR GOLD SHARES | COM | 78463V107 | 501,288 | 1,165 | SH | SOLE | 0 | 0 | 1,165 | ||
| TAIWAN SEMICONDUCTOR MFG LTD S | COM | 874039100 | 813,446 | 2,407 | SH | SOLE | 0 | 0 | 2,407 | ||
| TEXAS INSTRUMENTS INC | COM | 882508104 | 8,054,869 | 41,490 | SH | SOLE | 0 | 0 | 41,490 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 268,867 | 547 | SH | SOLE | 0 | 0 | 547 | ||
| TJX COS INC | COM | 872540109 | 305,346 | 1,912 | SH | SOLE | 0 | 0 | 1,912 | ||
| UNILEVER PLC SP ADR NEW | COM | 904767803 | 5,551,897 | 97,453 | SH | SOLE | 0 | 0 | 97,453 | ||
| UNION PACIFIC CORP | COM | 907818108 | 267,125 | 1,101 | SH | SOLE | 0 | 0 | 1,101 | ||
| UNUM GROUP | COM | 91529Y106 | 213,613 | 2,925 | SH | SOLE | 0 | 0 | 2,925 | ||
| US BANCORP DEL | COM | 902973304 | 988,190 | 19,000 | SH | SOLE | 0 | 0 | 19,000 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 210,890 | 4,201 | SH | SOLE | 0 | 0 | 4,201 | ||
| VISA INC CL A | COM | 92826C839 | 298,915 | 989 | SH | SOLE | 0 | 0 | 989 | ||
| WAL-MART INC | COM | 931142103 | 389,742 | 3,136 | SH | SOLE | 0 | 0 | 3,136 | ||
| WATERS CORP | COM | 941848103 | 235,560 | 791 | SH | SOLE | 0 | 0 | 791 | ||
| XYLEM INC | COM | 98419M100 | 5,819,775 | 48,701 | SH | SOLE | 0 | 0 | 48,701 | ||
| FLEXSHARES MORNINGSTAR US MARK | COM | 33939L100 | 487,803 | 2,021 | SH | SOLE | 0 | 0 | 2,021 | ||
| GOLDMAN SACHS JUST U.S. LARGE | COM | 381430396 | 451,382 | 4,880 | SH | SOLE | 0 | 0 | 4,880 | ||
| ISHARES CORE MSCI EAFE ETF | COM | 46432F842 | 31,889,057 | 352,248 | SH | SOLE | 0 | 0 | 352,248 | ||
| ISHARES CORE MSCI EMERGING MAR | COM | 46434G103 | 17,672,629 | 253,371 | SH | SOLE | 0 | 0 | 253,371 | ||
| ISHARES CORE S&P 500 ETF | COM | 464287200 | 45,150,614 | 69,121 | SH | SOLE | 0 | 0 | 69,121 | ||
| ISHARES CORE S&P MID-CAP ETF | COM | 464287507 | 52,368,542 | 775,486 | SH | SOLE | 0 | 0 | 775,486 | ||
| ISHARES CORE S&P SMALL CAP ETF | COM | 464287804 | 1,680,423 | 13,518 | SH | SOLE | 0 | 0 | 13,518 | ||
| ISHARES ESG AWARE MSCI EAFE ET | COM | 46435G516 | 1,542,351 | 16,130 | SH | SOLE | 0 | 0 | 16,130 | ||
| ISHARES ESG AWARE MSCI EM ETF | COM | 46434G863 | 603,614 | 13,275 | SH | SOLE | 0 | 0 | 13,275 | ||
| ISHARES ESG AWARE MSCI USA SMA | COM | 46435U663 | 792,287 | 16,850 | SH | SOLE | 0 | 0 | 16,850 | ||
| ISHARES ESG SCREENED S&P MID-C | COM | 46436E551 | 618,620 | 13,635 | SH | SOLE | 0 | 0 | 13,635 | ||
| ISHARES MICRO-CAP ETF | COM | 464288869 | 234,627 | 1,470 | SH | SOLE | 0 | 0 | 1,470 | ||
| ISHARES MSCI ACWI ETF | COM | 464288257 | 377,197 | 2,726 | SH | SOLE | 0 | 0 | 2,726 | ||
| ISHARES MSCI EAFE ETF | COM | 464287465 | 22,675,763 | 233,458 | SH | SOLE | 0 | 0 | 233,458 | ||
| ISHARES MSCI EMERGING MARKETS | COM | 464287234 | 9,087,933 | 160,027 | SH | SOLE | 0 | 0 | 160,027 | ||
| ISHARES MSCI EMERGING MARKETS | COM | 46434G764 | 345,553 | 4,393 | SH | SOLE | 0 | 0 | 4,393 | ||
| ISHARES MSCI JAPAN ETF | COM | 46434G822 | 11,971,988 | 141,781 | SH | SOLE | 0 | 0 | 141,781 | ||
| ISHARES MSCI USA ESG SELECT ET | COM | 464288802 | 1,262,215 | 9,555 | SH | SOLE | 0 | 0 | 9,555 | ||
| ISHARES RUSSELL 1000 ETF | COM | 464287622 | 754,838 | 2,117 | SH | SOLE | 0 | 0 | 2,117 | ||
| ISHARES RUSSELL 1000 GROWTH ET | COM | 464287614 | 1,314,591 | 3,083 | SH | SOLE | 0 | 0 | 3,083 | ||
| ISHARES RUSSELL 1000 VALUE ETF | COM | 464287598 | 532,038 | 2,490 | SH | SOLE | 0 | 0 | 2,490 | ||
| ISHARES RUSSELL 2000 ETF | COM | 464287655 | 14,875,187 | 59,981 | SH | SOLE | 0 | 0 | 59,981 | ||
| ISHARES RUSSELL 3000 ETF | COM | 464287689 | 2,248,916 | 6,067 | SH | SOLE | 0 | 0 | 6,067 | ||
| ISHARES RUSSELL MID-CAP GROWTH | COM | 464287481 | 259,571 | 2,026 | SH | SOLE | 0 | 0 | 2,026 | ||
| ISHARES S&P 100 ETF | COM | 464287101 | 682,896 | 2,147 | SH | SOLE | 0 | 0 | 2,147 | ||
| ISHARES S&P 500 GROWTH ETF | COM | 464287309 | 384,008 | 3,395 | SH | SOLE | 0 | 0 | 3,395 | ||
| ISHARES S&P 500 VALUE ETF | COM | 464287408 | 251,057 | 1,189 | SH | SOLE | 0 | 0 | 1,189 | ||
| ISHARES S&P MID-CAP 400 VALUE | COM | 464287705 | 306,340 | 2,312 | SH | SOLE | 0 | 0 | 2,312 | ||
| ISHARES SELECT DIVIDEND ETF | COM | 464287168 | 696,486 | 4,600 | SH | SOLE | 0 | 0 | 4,600 | ||
| SPDR S&P EMERGING MARKETS SMAL | COM | 78463X756 | 215,551 | 3,260 | SH | SOLE | 0 | 0 | 3,260 | ||
| SPDR S&P MIDCAP 400 ETF TRUST | COM | 78467Y107 | 40,361,252 | 65,441 | SH | SOLE | 0 | 0 | 65,441 | ||
| STATE STREET SPDR S&P 500 ETF | COM | 78462F103 | 79,566,446 | 122,346 | SH | SOLE | 0 | 0 | 122,346 | ||
| TCW TRANSFORM 500 ETF | COM | 29287L106 | 306,955 | 4,023 | SH | SOLE | 0 | 0 | 4,023 | ||
| VANGUARD FTSE ALL-WORLD EX-US | COM | 922042775 | 4,998,055 | 66,552 | SH | SOLE | 0 | 0 | 66,552 | ||
| VANGUARD FTSE ALL-WORLD EX-US | COM | 922042718 | 18,063,198 | 123,899 | SH | SOLE | 0 | 0 | 123,899 | ||
| VANGUARD FTSE DEVELOPED MARKET | COM | 921943858 | 20,929,105 | 326,609 | SH | SOLE | 0 | 0 | 326,609 | ||
| VANGUARD FTSE EMERGING MARKETS | COM | 922042858 | 23,180,860 | 428,878 | SH | SOLE | 0 | 0 | 428,878 | ||
| VANGUARD GROWTH ETF | COM | 922908736 | 498,379 | 1,141 | SH | SOLE | 0 | 0 | 1,141 | ||
| VANGUARD MID-CAP ETF | COM | 922908629 | 1,455,715 | 5,069 | SH | SOLE | 0 | 0 | 5,069 | ||
| VANGUARD RUSSELL 2000 VALUE ET | COM | 92206C649 | 250,830 | 1,500 | SH | SOLE | 0 | 0 | 1,500 | ||
| VANGUARD S&P 500 ETF | COM | 922908363 | 2,719,151 | 4,550 | SH | SOLE | 0 | 0 | 4,550 | ||
| VANGUARD TOTAL STOCK MARKET ET | COM | 922908769 | 17,957,019 | 55,974 | SH | SOLE | 0 | 0 | 55,974 | ||
| VANGUARD VALUE ETF | COM | 922908744 | 495,405 | 2,525 | SH | SOLE | 0 | 0 | 2,525 | ||
| WISDOMTREE EMERGING MARKETS SM | COM | 97717W281 | 8,771,975 | 145,956 | SH | SOLE | 0 | 0 | 145,956 | ||
| WISDOMTREE INDIA EARNINGS FUND | COM | 97717W422 | 231,336 | 5,670 | SH | SOLE | 0 | 0 | 5,670 | ||
| ISHARES 0-3 MONTH TREASURY BON | COM | 46436E718 | 11,882,611 | 118,047 | SH | SOLE | 0 | 0 | 118,047 | ||
| ISHARES 0-5 YEAR TIPS BOND ETF | COM | 46429B747 | 19,698,709 | 190,454 | SH | SOLE | 0 | 0 | 190,454 | ||
| ISHARES 7-10 YEAR TREASURY BON | COM | 464287440 | 18,016,352 | 188,771 | SH | SOLE | 0 | 0 | 188,771 | ||
| ISHARES AGENCY BOND ETF | COM | 464288166 | 219,420 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
| ISHARES GNMA BOND ETF | COM | 46429B333 | 17,301,068 | 390,279 | SH | SOLE | 0 | 0 | 390,279 | ||
| ISHARES IBONDS DEC 2026 TERM T | COM | 46436E858 | 3,614,452 | 157,733 | SH | SOLE | 0 | 0 | 157,733 | ||
| ISHARES IBONDS DEC 2027 TERM T | COM | 46436E841 | 3,603,783 | 160,668 | SH | SOLE | 0 | 0 | 160,668 | ||
| ISHARES IBONDS DEC 2028 TERM T | COM | 46436E833 | 3,613,456 | 162,162 | SH | SOLE | 0 | 0 | 162,162 | ||
| SPDR BLOOMBERG 3-12 MONTH T-BI | COM | 78468R523 | 3,992,218 | 40,147 | SH | SOLE | 0 | 0 | 40,147 | ||
| SPDR PORTFOLIO INTERMEDIATE TE | COM | 78464A672 | 40,079,892 | 1,398,461 | SH | SOLE | 0 | 0 | 1,398,461 | ||
| SPDR PORTFOLIO SHORT TERM TREA | COM | 78468R101 | 50,971,011 | 1,746,779 | SH | SOLE | 0 | 0 | 1,746,779 | ||
| VANGUARD INTERMEDIATE-TERM TRE | COM | 92206C706 | 39,761,773 | 667,704 | SH | SOLE | 0 | 0 | 667,704 | ||
| VANGUARD SHORT-TERM INFLATION- | COM | 922020805 | 19,355,550 | 387,498 | SH | SOLE | 0 | 0 | 387,498 | ||
| VANGUARD SHORT-TERM TREASURY E | COM | 92206C102 | 50,712,090 | 866,281 | SH | SOLE | 0 | 0 | 866,281 | ||