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
AFFIRM HLDGS INC COM CL A 00827B106 815,500 10,000 SH SOLE 10,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 2,344,568 48,193 SH SOLE 47,949 244 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 619,530 642 SH SOLE 642 0 0
ADVANCED MICRO DEVICES INC COM 007903107 7,651,747 13,172 SH SOLE 13,114 58 0
EATON CORP PLC SHS G29183103 9,299,238 21,823 SH SOLE 21,742 81 0
ELI LILLY & CO COM 532457108 209,900 175 SH SOLE 175 0 0
META PLATFORMS INC CL A 30303M102 278,265 494 SH SOLE 494 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 259,129 347 SH SOLE 347 0 0
SALESFORCE INC COM 79466L302 1,559,550 9,955 SH SOLE 9,900 55 0
APPLIED MATLS INC COM 038222105 601,536 832 SH SOLE 832 0 0
XYLEM INC COM 98419M100 7,036,599 59,526 SH SOLE 59,317 209 0
STRYKER CORPORATION COM 863667101 10,572,642 33,581 SH SOLE 33,465 116 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 293,197 4,912 SH SOLE 4,912 0 0
JPMORGAN CHASE & CO COM 46625H100 480,193 1,467 SH SOLE 1,467 0 0
KLA CORP COM NEW 482480100 2,816,469 9,335 SH SOLE 9,275 60 0
VERALTO CORP COM SHS 92338C103 4,671,131 52,674 SH SOLE 52,419 255 0
GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 207,535 19,005 SH SOLE 19,005 0 0
TJX COS INC NEW COM 872540109 12,329,856 81,385 SH SOLE 81,164 221 0
ARISTA NETWORKS INC COM SHS 040413205 2,439,817 14,362 SH SOLE 14,333 29 0
ISHARES TR CORE S&P500 ETF 464287200 333,256 445 SH SOLE 445 0 0
MAGNUM ICE CREAM CO NV ORD SHS N5505D105 671,886 38,605 SH SOLE 38,434 171 0
UNILEVER PLC SPON ADR NEW 904767803 4,187,886 69,659 SH SOLE 69,380 279 0
ILLINOIS TOOL WKS INC COM 452308109 391,911 1,449 SH SOLE 1,449 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 605,329 4,875 SH SOLE 4,875 0 0
MIDDLESEX WTR CO COM 596680108 1,570,650 27,967 SH SOLE 27,759 208 0
INTERNATIONAL BUSINESS MACHS COM 459200101 203,315 723 SH SOLE 723 0 0
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 315,120 1,654 SH SOLE 1,654 0 0
NVIDIA CORPORATION COM 67066G104 5,007,652 25,027 SH SOLE 24,948 79 0
TELEDYNE TECHNOLOGIES INC COM 879360105 561,530 842 SH SOLE 842 0 0
TILRAY BRANDS INC COM 88688T209 67,296 14,988 SH SOLE 14,988 0 0
ALPHABET INC CAP STK CL C 02079K107 1,458,193 4,127 SH SOLE 4,127 0 0
ISHARES TR ESG MSCI KLD ETF 464288570 39,855,103 279,901 SH SOLE 279,901 0 0
LINDE PLC SHS G54950103 12,104,311 23,325 SH SOLE 23,241 84 0
ISHARES INC MSCI EMRG CHN 46434G764 264,139 2,582 SH SOLE 2,582 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7,019,198 10,220 SH SOLE 10,220 0 0
ICICI BANK LIMITED ADR 45104G104 2,517,481 86,720 SH SOLE 86,138 582 0
ASML HLDG NV N Y REGISTRY SHS N07059210 210,881 106 SH SOLE 106 0 0
EASTERN BANKSHARES INC COM 27627N105 765,726 34,430 SH SOLE 33,724 706 0
MERCADOLIBRE INC COM 58733R102 3,262,384 1,922 SH SOLE 1,912 10 0
PROCTER & GAMBLE CO COM 742718109 565,590 3,857 SH SOLE 3,857 0 0
UNION PAC CORP COM 907818108 448,800 1,650 SH SOLE 1,650 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 13,118,105 14,023 SH SOLE 13,984 39 0
LAM RESEARCH CORP COM NEW 512807306 266,065 614 SH SOLE 614 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 10,483,900 14 SH SOLE 14 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 368,930 997 SH SOLE 997 0 0
ALPHABET INC CAP STK CL A 02079K305 24,630,664 68,922 SH SOLE 68,759 163 0
INTUIT COM 461202103 2,986,623 11,443 SH SOLE 11,401 42 0
PALO ALTO NETWORKS INC COM 697435105 3,853,185 11,299 SH SOLE 11,241 58 0
ISHARES TR RUS 1000 VAL ETF 464287598 273,461 1,128 SH SOLE 1,128 0 0
WINMARK CORP COM 974250102 1,740,560 4,114 SH SOLE 4,090 24 0
DATADOG INC CL A COM 23804L103 7,427,810 28,529 SH SOLE 28,529 0 0
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 305,953 435 SH SOLE 435 0 0
ALPS ETF TR CLEAN ENERGY 00162Q460 227,638 6,425 SH SOLE 6,425 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,179,699 4,356 SH SOLE 4,356 0 0
WALMART INC COM 931142103 226,973 2,004 SH SOLE 2,004 0 0
MCDONALDS CORP COM 580135101 303,828 1,124 SH SOLE 1,124 0 0
CANADIAN NATL RY CO COM 136375102 8,514,490 71,406 SH SOLE 71,129 277 0
GE AEROSPACE COM NEW 369604301 226,854 607 SH SOLE 607 0 0
TESLA INC COM 88160R101 296,102 704 SH SOLE 704 0 0
BLACKROCK INC COM 09290D101 248,082 258 SH SOLE 258 0 0
ISHARES TR S&P 500 VAL ETF 464287408 396,566 1,747 SH SOLE 1,747 0 0
NOVO-NORDISK A S ADR 670100205 2,483,101 51,796 SH SOLE 51,574 222 0
DANAHER CORP DEL COM 235851102 952,209 4,999 SH SOLE 4,921 78 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,359,366 9,926 SH SOLE 9,767 159 0
ISHARES TR MSCI USA QLT FCT 46432F339 416,698 1,899 SH SOLE 1,899 0 0
IDEXX LABS INC COM 45168D104 6,265,163 11,901 SH SOLE 11,870 31 0
PEPSICO INC COM 713448108 496,918 3,670 SH SOLE 3,670 0 0
DIGITAL RLTY TR INC COM 253868103 3,557,679 19,811 SH SOLE 19,737 74 0
ISHARES TR EAFE VALUE ETF 464288877 349,451 4,565 SH SOLE 4,565 0 0
NASDAQ INC COM 631103108 3,392,512 43,041 SH SOLE 42,819 222 0
CISCO SYS INC COM 17275R102 858,750 7,311 SH SOLE 7,311 0 0
BADGER METER INC COM 056525108 3,610,251 24,331 SH SOLE 24,225 106 0
WW GRAINGER INC COM 384802104 933,234 686 SH SOLE 686 0 0
IDEX CORP COM 45167R104 269,163 1,186 SH SOLE 1,186 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 7,344,549 15,379 SH SOLE 15,276 103 0
ISHARES TR S&P 100 ETF 464287101 436,849 1,194 SH SOLE 1,194 0 0
ISHARES TR TIPS BD ETF 464287176 218,860 2,000 SH SOLE 2,000 0 0
ABBVIE INC COM 00287Y109 263,970 1,049 SH SOLE 1,049 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,390,157 16,436 SH SOLE 16,353 83 0
AMAZON COM INC COM 023135106 600,140 2,518 SH SOLE 2,518 0 0
AT&T INC COM 00206R102 266,947 12,896 SH SOLE 12,896 0 0
HOME DEPOT INC COM 437076102 8,626,978 24,461 SH SOLE 24,375 86 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725 20,099,968 244,109 SH SOLE 244,109 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 224,698 1,880 SH SOLE 1,880 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 1,074,042 12,444 SH SOLE 12,386 58 0
APPLE INC COM 037833100 18,756,037 64,819 SH SOLE 64,651 168 0
BROADCOM INC COM 11135F101 2,693,366 7,130 SH SOLE 7,077 53 0
MICROSOFT CORP COM 594918104 15,626,214 41,891 SH SOLE 41,773 118 0
CATERPILLAR INC COM 149123101 402,532 378 SH SOLE 378 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 5,479,938 100,200 SH SOLE 100,198 2 0
AUTOMATIC DATA PROCESSING IN COM 053015103 7,838,251 35,000 SH SOLE 34,870 130 0