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
RTX CORPORATION COM 75513E101   6,026 83,727 SH   SOLE   0 0 83,727
ACTIVISION BLIZZARD INC COM 00507V109   1,120 11,967 SH   SOLE   0 0 11,967
BECTON DICKINSON & CO COM 075887109   536 2,072 SH   SOLE   0 0 2,072
SNAP INC CL A 83304A106   123 13,828 SH   SOLE   0 0 13,828
ISHARES TR NATIONAL MUN ETF 464288414   16,497 160,888 SH   SOLE   42,405 0 118,483
DANAHER CORPORATION COM 235851102   524 2,111 SH   SOLE   0 0 2,111
BOSTON SCIENTIFIC CORP COM 101137107   10,533 199,487 SH   SOLE   0 0 199,487
AEGON N V NY REGISTRY SHS 007924103   297 61,908 SH   SOLE   0 0 61,908
SPDR S&P 500 ETF TR TR UNIT 78462F103   45,840 107,232 SH   SOLE   278 0 106,954
MASTERCARD INCORPORATED CL A 57636Q104   5,477 13,835 SH   SOLE   756 0 13,079
INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263   741 15,939 SH   SOLE   600 0 15,339
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,076 16,406 SH   SOLE   0 0 16,406
ADOBE INC COM 00724F101   1,884 3,694 SH   SOLE   0 0 3,694
INTUITIVE SURGICAL INC COM NEW 46120E602   357 1,223 SH   SOLE   0 0 1,223
PACER FDS TR US CASH COWS 100 69374H881   22,980 464,890 SH   SOLE   0 0 464,890
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   204 2,980 SH   SOLE   0 0 2,980
HINGHAM INSTN SVGS MASS COM 433323102   1,649 8,828 SH   SOLE   0 0 8,828
GLOBAL PARTNERS LP COM UNITS 37946R109   637 18,043 SH   SOLE   0 0 18,043
ISHARES TR SELECT DIVID ETF 464287168   41,796 388,293 SH   SOLE   0 0 388,293
SELECT SECTOR SPDR TR ENERGY 81369Y506   669 7,402 SH   SOLE   0 0 7,402
GENUINE PARTS CO COM 372460105   603 4,174 SH   SOLE   0 0 4,174
STATE STR CORP COM 857477103   935 13,961 SH   SOLE   0 0 13,961
DIAGEO PLC SPON ADR NEW 25243Q205   215 1,444 SH   SOLE   0 0 1,444
CATERPILLAR INC COM 149123101   1,677 6,145 SH   SOLE   0 0 6,145
ISHARES TR MSCI USA MIN VOL 46429B697   70,983 980,693 SH   SOLE   3,020 0 977,673
NEOGEN CORP COM 640491106   228 12,310 SH   SOLE   0 0 12,310
QUALCOMM INC COM 747525103   17,096 153,936 SH   SOLE   528 0 153,408
LOWES COS INC COM 548661107   3,069 14,764 SH   SOLE   448 0 14,316
T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404   1,505 46,904 SH   SOLE   0 0 46,904
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730   1,323 50,452 SH   SOLE   0 0 50,452
TARGET CORP COM 87612E106   212 1,916 SH   SOLE   0 0 1,916
PRECISION BIOSCIENCES INC COM 74019P108   5 14,100 SH   SOLE   0 0 14,100
XCEL ENERGY INC COM 98389B100   241 4,207 SH   SOLE   0 0 4,207
APPLE INC COM 037833100   124,696 728,320 SH   SOLE   4,948 0 723,372
PAYCHEX INC COM 704326107   310 2,687 SH   SOLE   0 0 2,687
ISHARES TR INTL SEL DIV ETF 464288448   3,650 143,694 SH   SOLE   0 0 143,694
UNION PAC CORP COM 907818108   2,390 11,739 SH   SOLE   115 0 11,624
TEXAS INSTRS INC COM 882508104   471 2,962 SH   SOLE   0 0 2,962
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   298 5,229 SH   SOLE   0 0 5,229
NORFOLK SOUTHN CORP COM 655844108   371 1,882 SH   SOLE   0 0 1,882
EDWARDS LIFESCIENCES CORP COM 28176E108   1,216 17,554 SH   SOLE   675 0 16,879
VALVOLINE INC COM 92047W101   642 19,927 SH   SOLE   0 0 19,927
DELTA AIR LINES INC DEL COM NEW 247361702   367 9,920 SH   SOLE   0 0 9,920
VANGUARD INDEX FDS GROWTH ETF 922908736   268 984 SH   SOLE   0 0 984
ISHARES TR EAFE SML CP ETF 464288273   4,353 77,078 SH   SOLE   4,653 0 72,425
MILLERKNOLL INC COM 600544100   907 37,088 SH   SOLE   0 0 37,088
ISHARES TR ESG AW MSCI EAFE 46435G516   1,028 14,871 SH   SOLE   0 0 14,871
MODERNA INC COM 60770K107   673 6,514 SH   SOLE   0 0 6,514
APPLOVIN CORP COM CL A 03831W108   2,589 64,799 SH   SOLE   0 0 64,799
ISHARES TR U.S. BAS MTL ETF 464287838   2,093 16,567 SH   SOLE   0 0 16,567
ENTERPRISE PRODS PARTNERS L COM 293792107   567 20,734 SH   SOLE   1,500 0 19,234
PHILIP MORRIS INTL INC COM 718172109   398 4,301 SH   SOLE   0 0 4,301
INTEL CORP COM 458140100   2,064 58,054 SH   SOLE   0 0 58,054
ISHARES TR U.S. TECH ETF 464287721   416 3,963 SH   SOLE   400 0 3,563
DUKE ENERGY CORP NEW COM NEW 26441C204   1,474 16,706 SH   SOLE   0 0 16,706
VALLEY NATL BANCORP COM 919794107   197 23,019 SH   SOLE   0 0 23,019
FOGHORN THERAPEUTICS INC COM 344174107   539 107,770 SH   SOLE   0 0 107,770
WALMART INC COM 931142103   4,469 27,946 SH   SOLE   636 0 27,310
ISHARES TR ESG AWRE 1 5 YR 46435G243   918 38,626 SH   SOLE   0 0 38,626
EXTRA SPACE STORAGE INC COM 30225T102   13,824 113,706 SH   SOLE   1,145 0 112,561
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755   2,491 78,645 SH   SOLE   0 0 78,645
ROCKWELL AUTOMATION INC COM 773903109   242 846 SH   SOLE   0 0 846
ISHARES TR CORE MSCI TOTAL 46432F834   343 5,725 SH   SOLE   104 0 5,621
ISHARES TR SP SMCP600VL ETF 464287879   4,305 48,247 SH   SOLE   0 0 48,247
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   554 22,348 SH   SOLE   0 0 22,348
FEDEX CORP COM 31428X106   4,579 17,283 SH   SOLE   674 0 16,609
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   6,416 127,381 SH   SOLE   0 0 127,381
ANALOG DEVICES INC COM 032654105   1,083 6,186 SH   SOLE   0 0 6,186
JPMORGAN CHASE & CO COM 46625H100   30,915 213,179 SH   SOLE   1,232 0 211,947
COMCAST CORP NEW CL A 20030N101   16,290 367,385 SH   SOLE   6,837 0 360,548
ISHARES TR RUS 2000 GRW ETF 464287648   11,955 53,334 SH   SOLE   13,260 0 40,074
CHURCH & DWIGHT CO INC COM 171340102   339 3,704 SH   SOLE   0 0 3,704
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   822 5,620 SH   SOLE   350 0 5,270
ISHARES TR RUSSELL 3000 ETF 464287689   2,384 9,728 SH   SOLE   0 0 9,728
INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735   755 25,546 SH   SOLE   0 0 25,546
EBAY INC. COM 278642103   267 6,048 SH   SOLE   0 0 6,048
EXXON MOBIL CORP COM 30231G102   62,436 531,009 SH   SOLE   0 0 531,009
ISHARES INC CORE MSCI EMKT 46434G103   1,979 41,587 SH   SOLE   1,349 0 40,238
SYSCO CORP COM 871829107   972 14,721 SH   SOLE   0 0 14,721
ISHARES TR PFD AND INCM SEC 464288687   6,472 214,655 SH   SOLE   0 0 214,655
ISHARES TR MSCI EAFE MIN VL 46429B689   740 11,350 SH   SOLE   480 0 10,870
EATON CORP PLC SHS G29183103   597 2,799 SH   SOLE   0 0 2,799
CHEVRON CORP NEW COM 166764100   12,803 75,929 SH   SOLE   1,425 0 74,504
QUANTA SVCS INC COM 74762E102   324 1,733 SH   SOLE   0 0 1,733
VANGUARD INDEX FDS VALUE ETF 922908744   333 2,414 SH   SOLE   0 0 2,414
HERSHEY CO COM 427866108   323 1,613 SH   SOLE   0 0 1,613
ISHARES TR CORE DIV GRWTH 46434V621   677 13,675 SH   SOLE   0 0 13,675
INVESCO EXCHANGE TRADED FD T PHARMACEUTICALS 46137V662   459 6,341 SH   SOLE   1,221 0 5,120
PALANTIR TECHNOLOGIES INC CL A 69608A108   325 20,294 SH   SOLE   0 0 20,294
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664   7,781 213,640 SH   SOLE   23,396 0 190,245
ISHARES TR IBOXX INV CP ETF 464287242   20,054 196,569 SH   SOLE   565 0 196,004
AMETEK INC COM 031100100   273 1,848 SH   SOLE   0 0 1,848
VANGUARD INDEX FDS MID CAP ETF 922908629   488 2,345 SH   SOLE   0 0 2,345
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100   4,410 52,402 SH   SOLE   0 0 52,402
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   4,697 30,230 SH   SOLE   715 0 29,515
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   770 22,677 SH   SOLE   0 0 22,677
ILLINOIS TOOL WKS INC COM 452308109   2,541 11,032 SH   SOLE   0 0 11,032
ZOETIS INC CL A 98978V103   5,452 31,338 SH   SOLE   1,100 0 30,238
MANULIFE FINL CORP COM 56501R106   13,679 748,316 SH   SOLE   7,794 0 740,522
PINTEREST INC CL A 72352L106   314 11,601 SH   SOLE   0 0 11,601
ISHARES INC MSCI WORLD ETF 464286392   543 4,518 SH   SOLE   0 0 4,518
QUEST DIAGNOSTICS INC COM 74834L100   388 3,183 SH   SOLE   0 0 3,183
TJX COS INC NEW COM 872540109   2,087 23,483 SH   SOLE   500 0 22,983
ISHARES TR CORE S&P TTL STK 464287150   560 5,944 SH   SOLE   0 0 5,944
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   232 3,405 SH   SOLE   0 0 3,405
FIRST TR VALUE LINE DIVID IN SHS 33734H106   488 13,049 SH   SOLE   0 0 13,049
AUTOMATIC DATA PROCESSING IN COM 053015103   4,174 17,349 SH   SOLE   160 0 17,189
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   1,169 4,971 SH   SOLE   302 0 4,669
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   26,825 384,417 SH   SOLE   73,057 0 311,360
SPDR SER TR PORTFOLIO S&P500 78464A854   216 4,300 SH   SOLE   0 0 4,300
FORGE GLOBAL HOLDINGS INC COM 34629L103   80 39,600 SH   SOLE   0 0 39,600
DNP SELECT INCOME FD INC COM 23325P104   537 56,459 SH   SOLE   0 0 56,459
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   1,909 4,179 SH   SOLE   0 0 4,179
ROBLOX CORP CL A 771049103   213 7,357 SH   SOLE   0 0 7,357
ISHARES TR IBOXX HI YD ETF 464288513   17,795 241,391 SH   SOLE   0 0 241,391
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,126 4 SH   SOLE   0 0 4
J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209   5,465 108,106 SH   SOLE   0 0 108,106
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597   3,514 106,530 SH   SOLE   0 0 106,530
WARNER BROS DISCOVERY INC COM SER A 934423104   253 23,325 SH   SOLE   166 0 23,159
CHUBB LIMITED COM H1467J104   868 4,172 SH   SOLE   0 0 4,172
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   464 4,369 SH   SOLE   0 0 4,369
NETFLIX INC COM 64110L106   1,828 4,841 SH   SOLE   154 0 4,687
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,072 10,373 SH   SOLE   0 0 10,373
AMGEN INC COM 031162100   21,168 78,762 SH   SOLE   1,138 0 77,624
CARRIER GLOBAL CORPORATION COM 14448C104   425 7,694 SH   SOLE   0 0 7,694
INVESCO QQQ TR UNIT SER 1 46090E103   59,992 167,448 SH   SOLE   29,193 0 138,255
COCA COLA CO COM 191216100   19,960 356,550 SH   SOLE   5,325 0 351,225
WELLS FARGO CO NEW COM 949746101   211 5,169 SH   SOLE   0 0 5,169
INTERNATIONAL PAPER CO COM 460146103   432 12,180 SH   SOLE   0 0 12,180
ISHARES TR ESG AWARE MSCI 46435U663   974 28,930 SH   SOLE   0 0 28,930
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613   2,141 67,270 SH   SOLE   4,850 0 62,420
ISHARES TR S&P 500 GRWT ETF 464287309   28,299 413,613 SH   SOLE   3,430 0 410,183
NVIDIA CORPORATION COM 67066G104   14,569 33,494 SH   SOLE   353 0 33,141
VERIZON COMMUNICATIONS INC COM 92343V104   3,203 98,831 SH   SOLE   1,440 0 97,391
SIRIUS XM HOLDINGS INC COM 82968B103   75 16,548 SH   SOLE   0 0 16,548
TESLA INC COM 88160R101   2,729 10,906 SH   SOLE   27 0 10,879
VANGUARD WORLD FD MEGA GRWTH IND 921910816   245 1,079 SH   SOLE   0 0 1,079
ISHARES TR S&P MC 400GR ETF 464287606   4,476 61,967 SH   SOLE   830 0 61,137
VINCERX PHARMA INC COM NEW 92731L106   11 10,900 SH   SOLE   0 0 10,900
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   660 11,207 SH   SOLE   0 0 11,207
ISHARES TR CORE MSCI EAFE 46432F842   4,829 75,044 SH   SOLE   100 0 74,944
NORTHROP GRUMMAN CORP COM 666807102   566 1,285 SH   SOLE   0 0 1,285
ISHARES TR CORE S&P MCP ETF 464287507   41,092 164,795 SH   SOLE   16,065 0 148,730
ISHARES TR DOW JONES US ETF 464287846   751 7,186 SH   SOLE   0 0 7,186
LAUDER ESTEE COS INC CL A 518439104   1,278 8,842 SH   SOLE   245 0 8,597
MICROSOFT CORP COM 594918104   88,947 281,700 SH   SOLE   2,138 0 279,561
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,961 58,509 SH   SOLE   0 0 58,509
ISHARES TR S&P 500 VAL ETF 464287408   17,166 111,582 SH   SOLE   1,127 0 110,455
UPWORK INC COM 91688F104   122 10,724 SH   SOLE   0 0 10,724
ISHARES TR RUS 1000 ETF 464287622   22,507 95,811 SH   SOLE   325 0 95,486
ISHARES TR RUS MID CAP ETF 464287499   1,857 26,811 SH   SOLE   0 0 26,811
STARBUCKS CORP COM 855244109   22,654 248,209 SH   SOLE   3,912 0 244,296
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167   2,287 44,611 SH   SOLE   0 0 44,611
META PLATFORMS INC CL A 30303M102   7,113 23,695 SH   SOLE   449 0 23,246
MCDONALDS CORP COM 580135101   5,156 19,573 SH   SOLE   806 0 18,767
BOOKING HOLDINGS INC COM 09857L108   2,501 811 SH   SOLE   55 0 756
GENERAL DYNAMICS CORP COM 369550108   15,643 70,793 SH   SOLE   764 0 70,029
TOAST INC CL A 888787108   4,344 231,954 SH   SOLE   0 0 231,954
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   4,036 31,354 SH   SOLE   0 0 31,354
COLUMBIA ETF TR II EM CORE EX ETF 19762B202   280 10,222 SH   SOLE   0 0 10,222
SPDR SER TR PRTFLO S&P500 GW 78464A409   767 12,941 SH   SOLE   0 0 12,941
FIRSTCASH HOLDINGS INC COM 33768G107   290 2,888 SH   SOLE   0 0 2,888
ENBRIDGE INC COM 29250N105   240 7,242 SH   SOLE   0 0 7,242
ALPHABET INC CAP STK CL A 02079K305   11,827 90,380 SH   SOLE   180 0 90,200
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   38,340 876,954 SH   SOLE   317,661 0 559,293
BANK AMERICA CORP COM 060505104   4,100 149,734 SH   SOLE   1,302 0 148,432
EATON VANCE SR FLTNG RTE TR COM 27828Q105   152 12,570 SH   SOLE   0 0 12,570
VERTEX PHARMACEUTICALS INC COM 92532F100   263 757 SH   SOLE   0 0 757
FISERV INC COM 337738108   1,347 11,927 SH   SOLE   0 0 11,927
HALLIBURTON CO COM 406216101   239 5,913 SH   SOLE   0 0 5,913
WISDOMTREE TR US MIDCAP DIVID 97717W505   8,922 217,829 SH   SOLE   17,018 0 200,811
EMERSON ELEC CO COM 291011104   1,546 16,005 SH   SOLE   0 0 16,005
ISHARES TR ISHS 1-5YR INVS 464288646   653 13,112 SH   SOLE   921 0 12,191
DUPONT DE NEMOURS INC COM 26614N102   225 3,018 SH   SOLE   0 0 3,018
VANECK ETF TRUST BIOTECH ETF 92189F726   202 1,295 SH   SOLE   0 0 1,295
BERKLEY W R CORP COM 084423102   3,296 51,917 SH   SOLE   0 0 51,917
ISHARES TR MSCI EAFE ETF 464287465   6,573 95,367 SH   SOLE   2,720 0 92,647
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   1,533 30,431 SH   SOLE   2,000 0 28,431
VMWARE INC CL A COM 928563402   261 1,570 SH   SOLE   0 0 1,570
VALERO ENERGY CORP COM 91913Y100   1,525 10,762 SH   SOLE   0 0 10,762
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   10,793 275,261 SH   SOLE   1,287 0 273,973
ISHARES TR EAFE GRWTH ETF 464288885   3,809 44,138 SH   SOLE   3,212 0 40,926
CONOCOPHILLIPS COM 20825C104   434 3,624 SH   SOLE   0 0 3,624
SONOS INC COM 83570H108   143 11,087 SH   SOLE   0 0 11,087
HP INC COM 40434L105   247 9,630 SH   SOLE   0 0 9,630
THE CIGNA GROUP COM 125523100   420 1,467 SH   SOLE   0 0 1,467
ISHARES TR U.S. REAL ES ETF 464287739   514 6,579 SH   SOLE   0 0 6,579
UNITED PARCEL SERVICE INC CL B 911312106   18,190 116,701 SH   SOLE   976 0 115,725
SPDR SER TR PRTFLO S&P500 VL 78464A508   209 5,059 SH   SOLE   0 0 5,059
MEDTRONIC PLC SHS G5960L103   10,648 135,889 SH   SOLE   1,630 0 134,259
BLACKROCK INC COM 09247X101   17,707 27,389 SH   SOLE   494 0 26,895
RAPID7 INC COM 753422104   2,494 54,478 SH   SOLE   0 0 54,478
AFLAC INC COM 001055102   399 5,201 SH   SOLE   0 0 5,201
INTUIT COM 461202103   628 1,230 SH   SOLE   0 0 1,230
MORGAN STANLEY COM NEW 617446448   11,207 137,221 SH   SOLE   0 0 137,221
ZSCALER INC COM 98980G102   279 1,792 SH   SOLE   0 0 1,792
ISHARES TR CRE U S REIT ETF 464288521   466 9,881 SH   SOLE   300 0 9,581
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,985 59,841 SH   SOLE   0 0 59,841
JOHNSON & JOHNSON COM 478160104   33,594 215,694 SH   SOLE   1,832 0 213,861
DARDEN RESTAURANTS INC COM 237194105   626 4,371 SH   SOLE   0 0 4,371
S&P GLOBAL INC COM 78409V104   838 2,293 SH   SOLE   0 0 2,293
VANGUARD INDEX FDS SM CP VAL ETF 922908611   237 1,487 SH   SOLE   0 0 1,487
OTIS WORLDWIDE CORP COM 68902V107   270 3,356 SH   SOLE   0 0 3,356
AIR PRODS & CHEMS INC COM 009158106   441 1,557 SH   SOLE   0 0 1,557
SPDR SER TR BBG CONV SEC ETF 78464A359   1,147 16,920 SH   SOLE   0 0 16,920
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599   473 2,478 SH   SOLE   0 0 2,478
AFFILIATED MANAGERS GROUP IN COM 008252108   420 3,225 SH   SOLE   0 0 3,225
PFIZER INC COM 717081103   13,406 404,156 SH   SOLE   4,561 0 399,595
DEERE & CO COM 244199105   925 2,452 SH   SOLE   0 0 2,452
DIGITAL RLTY TR INC COM 253868103   223 1,840 SH   SOLE   0 0 1,840
NET POWER INC COM CL A 64107A105   151 10,000 SH   SOLE   0 0 10,000
AMERICAN TOWER CORP NEW COM 03027X100   1,804 10,969 SH   SOLE   227 0 10,742
KIMBERLY-CLARK CORP COM 494368103   10,650 88,127 SH   SOLE   1,268 0 86,859
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,504 17,673 SH   SOLE   0 0 17,673
DISNEY WALT CO COM 254687106   4,873 60,121 SH   SOLE   1,287 0 58,834
MARATHON PETE CORP COM 56585A102   345 2,282 SH   SOLE   0 0 2,282
ISHARES TR ISHARES BIOTECH 464287556   1,976 16,155 SH   SOLE   1,083 0 15,072
EVERSOURCE ENERGY COM 30040W108   7,737 133,053 SH   SOLE   200 0 132,853
AMERICAN EXPRESS CO COM 025816109   993 6,656 SH   SOLE   0 0 6,656
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   25,792 104,490 SH   SOLE   0 0 104,490
BLACKSTONE INC COM 09260D107   3,802 35,482 SH   SOLE   0 0 35,482
IDEXX LABS INC COM 45168D104   731 1,671 SH   SOLE   50 0 1,621
COSTCO WHSL CORP NEW COM 22160K105   8,281 14,658 SH   SOLE   501 0 14,157
ABBOTT LABS COM 002824100   2,855 29,474 SH   SOLE   94 0 29,380
ISHARES TR TIPS BD ETF 464287176   8,965 86,433 SH   SOLE   0 0 86,433
PEPSICO INC COM 713448108   24,054 141,964 SH   SOLE   1,500 0 140,464
CVS HEALTH CORP COM 126650100   16,028 229,561 SH   SOLE   1,964 0 227,597
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   435 6,325 SH   SOLE   0 0 6,325
NEXTERA ENERGY INC COM 65339F101   15,243 266,073 SH   SOLE   2,695 0 263,378
BAIDU INC SPON ADR REP A 056752108   261 1,940 SH   SOLE   0 0 1,940
NOVO-NORDISK A S ADR 670100205   437 4,802 SH   SOLE   0 0 4,802
REGENERON PHARMACEUTICALS COM 75886F107   1,922 2,336 SH   SOLE   0 0 2,336
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   6,423 19,176 SH   SOLE   0 0 19,176
CENTENE CORP DEL COM 15135B101   1,128 16,371 SH   SOLE   0 0 16,371
HUBSPOT INC COM 443573100   658 1,336 SH   SOLE   0 0 1,336
KEURIG DR PEPPER INC COM 49271V100   1,398 44,293 SH   SOLE   0 0 44,293
RBB FD INC MOTLEY FOOL GBL 74933W635   281 10,725 SH   SOLE   0 0 10,725
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   18,294 59,568 SH   SOLE   254 0 59,314
NOVARTIS AG SPONSORED ADR 66987V109   2,081 20,432 SH   SOLE   898 0 19,534
AT&T INC COM 00206R102   2,489 165,680 SH   SOLE   2,400 0 163,280
TRAVELERS COMPANIES INC COM 89417E109   279 1,706 SH   SOLE   0 0 1,706
ISHARES TR 7-10 YR TRSY BD 464287440   10,082 110,083 SH   SOLE   20,350 0 89,733
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763   251 5,170 SH   SOLE   0 0 5,170
AMAZON COM INC COM 023135106   31,965 251,454 SH   SOLE   4,340 0 247,114
ISHARES TR 0-5 YR TIPS ETF 46429B747   594 6,131 SH   SOLE   0 0 6,131
SEMPRA COM 816851109   217 3,189 SH   SOLE   0 0 3,189
COLGATE PALMOLIVE CO COM 194162103   2,332 32,797 SH   SOLE   468 0 32,329
REALTY INCOME CORP COM 756109104   894 17,893 SH   SOLE   0 0 17,893
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   1,624 39,202 SH   SOLE   0 0 39,202
BOEING CO COM 097023105   1,757 9,166 SH   SOLE   352 0 8,814
STRYKER CORPORATION COM 863667101   1,814 6,638 SH   SOLE   100 0 6,538
ALPS ETF TR ALERIAN MLP 00162Q452   807 19,130 SH   SOLE   0 0 19,130
ORACLE CORP COM 68389X105   3,434 32,420 SH   SOLE   166 0 32,253
GLOBAL PMTS INC COM 37940X102   208 1,806 SH   SOLE   0 0 1,806
WISDOMTREE TR US LARGECAP DIVD 97717W307   128,141 2,083,938 SH   SOLE   120,528 0 1,963,410
VERVE THERAPEUTICS INC COM 92539P101   3,443 259,626 SH   SOLE   0 0 259,626
PROCTER AND GAMBLE CO COM 742718109   43,349 297,193 SH   SOLE   1,403 0 295,789
WISDOMTREE TR US TOTAL DIVIDND 97717W109   1,520 25,257 SH   SOLE   0 0 25,257
ISHARES TR RUS 2000 VAL ETF 464287630   20,750 153,082 SH   SOLE   46,233 0 106,849
AMERIPRISE FINL INC COM 03076C106   488 1,481 SH   SOLE   0 0 1,481
ISHARES TR US HLTHCARE ETF 464287762   254 941 SH   SOLE   0 0 941
ISHARES TR MSCI KLD400 SOC 464288570   1,649 20,261 SH   SOLE   0 0 20,261
ROYAL BK CDA COM 780087102   16,663 190,560 SH   SOLE   1,536 0 189,024
ISHARES TR ESG AWR US AGRGT 46435U549   494 10,907 SH   SOLE   0 0 10,907
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,486 815 SH   SOLE   0 0 815
NIKE INC CL B 654106103   3,352 35,058 SH   SOLE   1,905 0 33,153
US BANCORP DEL COM NEW 902973304   202 6,125 SH   SOLE   0 0 6,125
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   279 3,209 SH   SOLE   0 0 3,209
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   491 22,935 SH   SOLE   0 0 22,935
SHERWIN WILLIAMS CO COM 824348106   1,947 7,635 SH   SOLE   460 0 7,175
INTERPUBLIC GROUP COS INC COM 460690100   294 10,241 SH   SOLE   0 0 10,241
ISHARES TR SELF DRIVNG EV 46435U366   262 7,039 SH   SOLE   0 0 7,039
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   209 39,400 SH   SOLE   0 0 39,400
BRISTOL-MYERS SQUIBB CO COM 110122108   1,902 32,766 SH   SOLE   250 0 32,516
REVVITY INC COM 714046109   288 2,605 SH   SOLE   0 0 2,605
ISHARES TR RESIDENTIAL MULT 464288562   338 5,120 SH   SOLE   0 0 5,120
ISHARES TR GLOBAL ENERG ETF 464287341   27,605 669,045 SH   SOLE   0 0 669,045
GENERAL ELECTRIC CO COM NEW 369604301   992 8,978 SH   SOLE   0 0 8,978
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609   4,612 85,578 SH   SOLE   0 0 85,578
SERVICE CORP INTL COM 817565104   473 8,273 SH   SOLE   0 0 8,273
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134   3,157 100,432 SH   SOLE   0 0 100,432
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   214 15,234 SH   SOLE   0 0 15,234
ISHARES TR CORE S&P SCP ETF 464287804   38,229 405,271 SH   SOLE   3,376 0 401,895
SHOPIFY INC CL A 82509L107   11,957 219,110 SH   SOLE   0 0 219,110
SALESFORCE INC COM 79466L302   1,162 5,731 SH   SOLE   300 0 5,431
ISHARES TR 1 3 YR TREAS BD 464287457   76,375 943,246 SH   SOLE   60,416 0 882,830
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   490 9,824 SH   SOLE   0 0 9,824
CISCO SYS INC COM 17275R102   17,797 331,036 SH   SOLE   3,371 0 327,665
BROADCOM INC COM 11135F101   26,806 32,274 SH   SOLE   312 0 31,961
CORNING INC COM 219350105   1,286 42,221 SH   SOLE   0 0 42,221
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   20,776 59,310 SH   SOLE   984 0 58,326
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,191 38,084 SH   SOLE   0 0 38,084
ABBVIE INC COM 00287Y109   6,064 40,680 SH   SOLE   365 0 40,315
HARBORONE BANCORP INC NEW COM NEW 41165Y100   351 36,831 SH   SOLE   0 0 36,831
NOVANTA INC COM 67000B104   436 3,043 SH   SOLE   0 0 3,043
ISHARES TR ISHARES SEMICDTR 464287523   2,618 5,527 SH   SOLE   0 0 5,527
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   4,687 61,943 SH   SOLE   0 0 61,943
GLOBAL X FDS US INFR DEV ETF 37954Y673   1,490 49,040 SH   SOLE   0 0 49,040
VISA INC COM CL A 92826C839   7,943 34,532 SH   SOLE   874 0 33,658
HONEST CO INC COM 438333106   234 185,605 SH   SOLE   0 0 185,605
ISHARES TR GRWT ALLOCAT ETF 464289867   2,633 53,288 SH   SOLE   0 0 53,288
CME GROUP INC COM 12572Q105   225 1,125 SH   SOLE   0 0 1,125
GILEAD SCIENCES INC COM 375558103   891 11,890 SH   SOLE   0 0 11,890
NEXTGEN HEALTHCARE INC COM 65343C102   7,040 296,652 SH   SOLE   0 0 296,652
MONDELEZ INTL INC CL A 609207105   865 12,460 SH   SOLE   400 0 12,060
WISDOMTREE TR US SMALLCAP DIVD 97717W604   207 7,331 SH   SOLE   0 0 7,331
CONSTELLATION BRANDS INC CL A 21036P108   309 1,230 SH   SOLE   110 0 1,120
ISHARES TR RUS 1000 VAL ETF 464287598   43,871 288,969 SH   SOLE   1,750 0 287,219
UNITED RENTALS INC COM 911363109   289 651 SH   SOLE   0 0 651
FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100   920 11,119 SH   SOLE   0 0 11,119
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   21,138 128,945 SH   SOLE   1,742 0 127,203
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771   5,327 95,167 SH   SOLE   0 0 95,167
KENVUE INC COM 49177J102   1,269 63,188 SH   SOLE   713 0 62,475
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   130 13,754 SH   SOLE   0 0 13,754
MARKEL GROUP INC COM 570535104   1,256 853 SH   SOLE   0 0 853
MARSH & MCLENNAN COS INC COM 571748102   961 5,050 SH   SOLE   0 0 5,050
KARYOPHARM THERAPEUTICS INC COM 48576U106   60 45,140 SH   SOLE   0 0 45,140
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   902 12,746 SH   SOLE   0 0 12,746
WALGREENS BOOTS ALLIANCE INC COM 931427108   225 10,120 SH   SOLE   0 0 10,120
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,014 5,361 SH   SOLE   0 0 5,361
KLA CORP COM NEW 482480100   791 1,724 SH   SOLE   0 0 1,724
ISHARES TR RUS MDCP VAL ETF 464287473   12,046 115,453 SH   SOLE   1,248 0 114,205
NU HLDGS LTD ORD SHS CL A G6683N103   446 61,506 SH   SOLE   0 0 61,506
ISHARES TR CORE US AGGBD ET 464287226   470 4,993 SH   SOLE   0 0 4,993
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,173 19,646 SH   SOLE   3,630 0 16,016
ALTRIA GROUP INC COM 02209S103   290 6,897 SH   SOLE   0 0 6,897
VANGUARD WORLD FD MEGA CAP INDEX 921910873   403 2,653 SH   SOLE   0 0 2,653
ADVANCED MICRO DEVICES INC COM 007903107   246 2,397 SH   SOLE   0 0 2,397
GRID DYNAMICS HLDGS INC CL A 39813G109   950 77,958 SH   SOLE   0 0 77,958
HOME DEPOT INC COM 437076102   9,397 31,099 SH   SOLE   731 0 30,368
SHELL PLC SPON ADS 780259305   754 11,712 SH   SOLE   0 0 11,712
ISHARES TR US AER DEF ETF 464288760   761 7,180 SH   SOLE   748 0 6,432
ISHARES TR ESG AWR MSCI USA 46435G425   3,269 34,808 SH   SOLE   0 0 34,808
ISHARES GOLD TR ISHARES NEW 464285204   1,466 41,898 SH   SOLE   0 0 41,898
MCKESSON CORP COM 58155Q103   2,162 4,971 SH   SOLE   0 0 4,971
WISDOMTREE TR US AI ENHANCED 97717W406   468 5,258 SH   SOLE   0 0 5,258
BANK NOVA SCOTIA HALIFAX COM 064149107   225 4,925 SH   SOLE   0 0 4,925
LOCKHEED MARTIN CORP COM 539830109   2,730 6,676 SH   SOLE   0 0 6,676
SOUTHERN CO COM 842587107   14,709 227,277 SH   SOLE   2,439 0 224,838
UNITEDHEALTH GROUP INC COM 91324P102   5,673 11,251 SH   SOLE   402 0 10,849
INTERNATIONAL BUSINESS MACHS COM 459200101   3,356 23,919 SH   SOLE   0 0 23,919
3M CO COM 88579Y101   1,858 19,847 SH   SOLE   0 0 19,847
ESSENTIAL UTILS INC COM 29670G102   220 6,400 SH   SOLE   0 0 6,400
WASTE MGMT INC DEL COM 94106L109   23,007 150,927 SH   SOLE   1,535 0 149,392
CANADIAN NATL RY CO COM 136375102   331 3,057 SH   SOLE   0 0 3,057
YUM BRANDS INC COM 988498101   294 2,350 SH   SOLE   0 0 2,350
CAMPBELL SOUP CO COM 134429109   201 4,901 SH   SOLE   0 0 4,901
U HAUL HOLDING COMPANY COM SER N 023586506   618 11,801 SH   SOLE   0 0 11,801
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,152 5,481 SH   SOLE   0 0 5,481
SERVICENOW INC COM 81762P102   222 397 SH   SOLE   0 0 397
EXPEDIA GROUP INC COM NEW 30212P303   370 3,586 SH   SOLE   175 0 3,411
OMEGA THERAPEUTICS INC COMMON STOCK 68217N105   22 10,000 SH   SOLE   0 0 10,000
MERCK & CO INC COM 58933Y105   22,172 215,367 SH   SOLE   2,460 0 212,907
ISHARES TR MSCI EMG MKT ETF 464287234   2,264 59,649 SH   SOLE   3,204 0 56,445
ISHARES TR RUSSELL 2000 ETF 464287655   3,044 17,221 SH   SOLE   0 0 17,221
GENERAL MLS INC COM 370334104   950 14,851 SH   SOLE   0 0 14,851
SPDR GOLD TR GOLD SHS 78463V107   11,789 68,760 SH   SOLE   0 0 68,760
WEC ENERGY GROUP INC COM 92939U106   323 4,008 SH   SOLE   0 0 4,008
VANGUARD WORLD FDS INF TECH ETF 92204A702   1,154 2,782 SH   SOLE   95 0 2,687
ISHARES TR RUS 1000 GRW ETF 464287614   124,697 468,802 SH   SOLE   8,096 0 460,706
CONSOLIDATED EDISON INC COM 209115104   2,765 32,330 SH   SOLE   0 0 32,330
SPDR SER TR AEROSPACE DEF 78464A631   5,040 44,959 SH   SOLE   0 0 44,959
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   777 7,659 SH   SOLE   0 0 7,659
ISHARES TR ESG AWRE USD ETF 46435G193   240 11,016 SH   SOLE   0 0 11,016
MARRIOTT INTL INC NEW CL A 571903202   401 2,040 SH   SOLE   0 0 2,040
ISHARES TR S&P MC 400VL ETF 464287705   3,952 39,153 SH   SOLE   0 0 39,153
MCCORMICK & CO INC COM NON VTG 579780206   261 3,444 SH   SOLE   600 0 2,844
HEICO CORP NEW COM 422806109   594 3,671 SH   SOLE   0 0 3,671
UNILEVER PLC SPON ADR NEW 904767704   1,870 37,860 SH   SOLE   1,125 0 36,735
FASTENAL CO COM 311900104   294 5,374 SH   SOLE   0 0 5,374
CROWN CASTLE INC COM 22822V101   221 2,402 SH   SOLE   0 0 2,402
GOLDMAN SACHS GROUP INC COM 38141G104   14,708 45,456 SH   SOLE   1,085 0 44,371
PHILLIPS 66 COM 718546104   9,148 76,140 SH   SOLE   1,032 0 75,108
APPLIED MATLS INC COM 038222105   376 2,716 SH   SOLE   0 0 2,716
ISHARES TR RUS MD CP GR ETF 464287481   29,883 327,130 SH   SOLE   4,967 0 322,163
ALPHABET INC CAP STK CL C 02079K107   21,873 165,894 SH   SOLE   3,160 0 162,734
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   34,131 340,832 SH   SOLE   0 0 340,832
CLOROX CO DEL COM 189054109   207 1,581 SH   SOLE   0 0 1,581
CANADIAN PACIFIC KANSAS CITY COM 13646K108   651 8,744 SH   SOLE   0 0 8,744
HONEYWELL INTL INC COM 438516106   22,388 121,185 SH   SOLE   803 0 120,382
ISHARES TR EAFE VALUE ETF 464288877   2,955 60,398 SH   SOLE   6,559 0 53,839
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,464 799 SH   SOLE   0 0 799
CORTEVA INC COM 22052L104   210 4,112 SH   SOLE   0 0 4,112
ISHARES TR 20 YR TR BD ETF 464287432   895 10,093 SH   SOLE   0 0 10,093
AXON ENTERPRISE INC COM 05464C101   780 3,920 SH   SOLE   0 0 3,920
LAM RESEARCH CORP COM 512807108   445 709 SH   SOLE   0 0 709
FORD MTR CO DEL COM 345370860   306 24,652 SH   SOLE   0 0 24,652
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   268 3,939 SH   SOLE   0 0 3,939
BP PLC SPONSORED ADR 055622104   2,407 62,166 SH   SOLE   0 0 62,166
ELI LILLY & CO COM 532457108   7,213 13,429 SH   SOLE   0 0 13,429
ISHARES TR CORE S&P500 ETF 464287200   85,806 199,814 SH   SOLE   2,253 0 197,560
SPDR SER TR S&P DIVID ETF 78464A763   2,250 19,562 SH   SOLE   1,337 0 18,225
ISHARES TR MODERT ALLOC ETF 464289875   1,253 32,179 SH   SOLE   0 0 32,179
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192   2,417 31,841 SH   SOLE   0 0 31,841
ISHARES TR GLOBAL TECH ETF 464287291   762 13,182 SH   SOLE   1,931 0 11,251
EVERGY INC COM 30034W106   422 8,324 SH   SOLE   0 0 8,324
ISHARES TR S&P SML 600 GWT 464287887   6,867 62,610 SH   SOLE   670 0 61,940
PAYPAL HLDGS INC COM 70450Y103   321 5,486 SH   SOLE   41 0 5,445
VANECK ETF TRUST OIL SERVICES ETF 92189H607   226 655 SH   SOLE   0 0 655
JOBY AVIATION INC COMMON STOCK G65163100   128 19,880 SH   SOLE   0 0 19,880
THERMO FISHER SCIENTIFIC INC COM 883556102   2,025 4,000 SH   SOLE   0 0 4,000