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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 251 2,867 SH   SOLE   2,867 0 0
ALPHABET INC CAP STK CL C 02079K107 488 332 SH   SOLE   332 0 0
ALPHABET INC CAP STK CL A 02079K305 846 577 SH   SOLE   577 0 0
AMAZON COM INC COM 023135106 1,870 594 SH   SOLE   594 0 0
APPLE INC COM 037833100 4,372 37,752 SH   SOLE   37,752 0 0
ASPEN TECHNOLOGY INC COM 045327103 252 1,988 SH   SOLE   1,988 0 0
AT&T INC COM 00206R102 461 16,176 SH   SOLE   16,176 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 440 2,065 SH   SOLE   2,065 0 0
CHEVRON CORP NEW COM 166764100 283 3,931 SH   SOLE   3,931 0 0
CISCO SYS INC COM 17275R102 291 7,390 SH   SOLE   7,390 0 0
COMCAST CORP NEW CL A 20030N101 223 4,823 SH   SOLE   4,823 0 0
CONOCOPHILLIPS COM 20825C104 512 15,601 SH   SOLE   15,601 0 0
CORMEDIX INC COM 21900C308 63 10,480 SH   SOLE   10,480 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 205 1,495 SH   SOLE   1,495 0 0
DISNEY WALT CO COM DISNEY 254687106 315 2,539 SH   SOLE   2,539 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 189 12,000 SH   SOLE   12,000 0 0
EXXON MOBIL CORP COM 30231G102 567 16,514 SH   SOLE   16,514 0 0
FACEBOOK INC CL A 30303M102 693 2,647 SH   SOLE   2,647 0 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1,775 19,278 SH   SOLE   19,278 0 0
FIRST TR MORNINGSTAR DIVID L SHS 336917109 991 38,039 SH   SOLE   38,039 0 0
HECLA MNG CO COM 422704106 279 55,000 SH   SOLE   55,000 0 0
HOME DEPOT INC COM 437076102 245 881 SH   SOLE   881 0 0
INTEL CORP COM 458140100 352 6,799 SH   SOLE   6,799 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 411 3,379 SH   SOLE   3,379 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 568 2,045 SH   SOLE   2,045 0 0
ISHARES GOLD TRUST ISHARES 464285105 2,099 116,663 SH   SOLE   116,663 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 220 994 SH   SOLE   994 0 0
ISHARES TR MSCI USA SZE FT 46432F370 2,299 24,515 SH   SOLE   24,515 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 251 2,530 SH   SOLE   2,530 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 494 4,055 SH   SOLE   4,055 0 0
ISHARES TR EAFE SML CP ETF 464288273 10,262 173,967 SH   SOLE   173,967 0 0
ISHARES TR ESG AWRE USD ETF 46435G193 624 22,508 SH   SOLE   22,508 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 1,046 8,574 SH   SOLE   8,574 0 0
ISHARES TR BROAD USD HIGH 46435U853 350 8,858 SH   SOLE   8,858 0 0
ISHARES TR U.S. MED DVC ETF 464288810 1,520 5,074 SH   SOLE   5,074 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 10,129 132,905 SH   SOLE   132,905 0 0
ISHARES TR PFD AND INCM SEC 464288687 1,402 38,467 SH   SOLE   38,467 0 0
ISHARES TR MSCI EAFE MIN VL 46429B689 14,696 215,704 SH   SOLE   215,704 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 4,067 74,067 SH   SOLE   74,067 0 0
ISHARES TR MSCI USA VALUE 46432F388 2,266 30,717 SH   SOLE   30,717 0 0
ISHARES TR ESG AWARE MSCI 46435U663 258 9,736 SH   SOLE   9,736 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,240 3,690 SH   SOLE   3,690 0 0
ISHARES TR 0-5YR HI YL CP 46434V407 2,023 46,032 SH   SOLE   46,032 0 0
ISHARES TR US TREAS BD ETF 46429B267 5,831 208,629 SH   SOLE   208,629 0 0
ISHARES TR EAFE GRWTH ETF 464288885 8,237 91,645 SH   SOLE   91,645 0 0
ISHARES TR MSCI KLD400 SOC 464288570 686 5,360 SH   SOLE   5,360 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 433 6,823 SH   SOLE   6,823 0 0
ISHARES TR CORE S&P MCP ETF 464287507 423 2,281 SH   SOLE   2,281 0 0
ISHARES TR RUS 1000 ETF 464287622 16,542 88,390 SH   SOLE   88,390 0 0
ISHARES TR NATIONAL MUN ETF 464288414 16,197 139,716 SH   SOLE   139,716 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 1,583 24,833 SH   SOLE   24,833 0 0
JOHNSON & JOHNSON COM 478160104 424 2,849 SH   SOLE   2,849 0 0
JPMORGAN CHASE & CO COM 46625H100 344 3,575 SH   SOLE   3,575 0 0
LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 3,030 117,091 SH   SOLE   117,091 0 0
MASTERCARD INCORPORATED CL A 57636Q104 278 823 SH   SOLE   823 0 0
MCDONALDS CORP COM 580135101 268 1,219 SH   SOLE   1,219 0 0
MERCK & CO. INC COM 58933Y105 279 3,368 SH   SOLE   3,368 0 0
MICROSOFT CORP COM 594918104 2,106 10,012 SH   SOLE   10,012 0 0
NEW GOLD INC CDA COM 644535106 20 12,000 SH   SOLE   12,000 0 0
NVIDIA CORPORATION COM 67066G104 638 1,179 SH   SOLE   1,179 0 0
ORACLE CORP COM 68389X105 707 11,842 SH   SOLE   11,842 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104 124 10,322 SH   SOLE   10,322 0 0
PAYPAL HLDGS INC COM 70450Y103 405 2,058 SH   SOLE   2,058 0 0
PFIZER INC COM 717081103 333 9,084 SH   SOLE   9,084 0 0
PHILLIPS 66 COM 718546104 226 4,366 SH   SOLE   4,366 0 0
PROCTER AND GAMBLE CO COM 742718109 277 1,996 SH   SOLE   1,996 0 0
SALESFORCE COM INC COM 79466L302 210 834 SH   SOLE   834 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 353 3,023 SH   SOLE   3,023 0 0
SILICON LABORATORIES INC COM 826919102 291 2,974 SH   SOLE   2,974 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 481 1,435 SH   SOLE   1,435 0 0
SPDR SER TR S&P DIVID ETF 78464A763 3,727 40,337 SH   SOLE   40,337 0 0
SPDR SER TR PORTFOLIO LN COR 78464A367 2,123 66,801 SH   SOLE   66,801 0 0
SPDR SER TR PORTFOLIO INTRMD 78464A375 3,651 99,318 SH   SOLE   99,318 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854 6,178 157,005 SH   SOLE   157,005 0 0
SPDR SER TR PORTFOLIO LN TSR 78464A664 382 8,175 SH   SOLE   8,175 0 0
TESLA INC COM 88160R101 628 1,463 SH   SOLE   1,463 0 0
UNION PAC CORP COM 907818108 239 1,213 SH   SOLE   1,213 0 0
UNITEDHEALTH GROUP INC COM 91324P102 251 804 SH   SOLE   804 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 239 2,554 SH   SOLE   2,554 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13,421 161,599 SH   SOLE   161,599 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 292 950 SH   SOLE   950 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 928 5,450 SH   SOLE   5,450 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 253 1,112 SH   SOLE   1,112 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,878 66,565 SH   SOLE   66,565 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 36,974 305,720 SH   SOLE   305,720 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 55,921 361,246 SH   SOLE   361,246 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,639 12,736 SH   SOLE   12,736 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 224 3,758 SH   SOLE   3,758 0 0
VISA INC COM CL A 92826C839 436 2,180 SH   SOLE   2,180 0 0
WALMART INC COM 931142103 558 3,986 SH   SOLE   3,986 0 0
WISDOMTREE TR EM EX ST-OWNED 97717X578 3,047 90,508 SH   SOLE   90,508 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 394 18,701 SH   SOLE   18,701 0 0
WP CAREY INC COM 92936U109 233 3,581 SH   SOLE   3,581 0 0