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
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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
SPDR SER TR BLMBRG BRC CNVRT 78464A359 1,011 12,207 SH   SOLE   0 0 12,207
DISNEY WALT CO COM 254687106 1,414 7,806 SH   SOLE   0 0 7,806
VANGUARD WORLD FD ESG US STK ETF 921910733 6,062 86,395 SH   SOLE   0 0 86,395
ISHARES TR NATIONAL MUN ETF 464288414 1,610 13,735 SH   SOLE   0 0 13,735
MICRON TECHNOLOGY INC COM 595112103 405 5,382 SH   SOLE   0 0 5,382
PFIZER INC COM 717081103 928 25,201 SH   SOLE   0 0 25,201
DEERE & CO COM 244199105 354 1,314 SH   SOLE   0 0 1,314
DANAHER CORPORATION COM 235851102 1,200 5,400 SH   SOLE   0 0 5,400
AMERICAN TOWER CORP NEW COM 03027X100 5,740 25,575 SH   SOLE   0 0 25,575
GENERAL ELECTRIC CO COM 369604103 425 39,385 SH   SOLE   0 0 39,385
KIMBERLY-CLARK CORP COM 494368103 461 3,416 SH   SOLE   0 0 3,416
SPDR S&P 500 ETF TR TR UNIT 78462F103 23,618 63,171 SH   SOLE   0 0 63,171
EVERSOURCE ENERGY COM 30040W108 243 2,807 SH   SOLE   0 0 2,807
BALL CORP COM 058498106 233 2,500 SH   SOLE   0 0 2,500
MASTERCARD INCORPORATED CL A 57636Q104 945 2,647 SH   SOLE   0 0 2,647
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 14,015 134,107 SH   SOLE   0 0 134,107
VANGUARD INDEX FDS LARGE CAP ETF 922908637 654 3,724 SH   SOLE   0 0 3,724
SABINE ROYALTY TR UNIT BEN INT 785688102 288 10,209 SH   SOLE   0 0 10,209
INTUITIVE SURGICAL INC COM NEW 46120E602 212 259 SH   SOLE   0 0 259
AMERICAN EXPRESS CO COM 025816109 1,323 10,939 SH   SOLE   0 0 10,939
ISHARES TR TIPS BD ETF 464287176 920 7,211 SH   SOLE   0 0 7,211
ABBOTT LABS COM 002824100 526 4,802 SH   SOLE   0 0 4,802
THE TRADE DESK INC COM CL A 88339J105 225 281 SH   SOLE   0 0 281
PEPSICO INC COM 713448108 7,551 50,914 SH   SOLE   0 0 50,914
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 793 16,791 SH   SOLE   0 0 16,791
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 216 938 SH   SOLE   0 0 938
ISHARES TR SELECT DIVID ETF 464287168 354 3,677 SH   SOLE   0 0 3,677
COSTAR GROUP INC COM 22160N109 422 457 SH   SOLE   0 0 457
BK OF AMERICA CORP COM 060505104 7,583 250,178 SH   SOLE   0 0 250,178
REDFIN CORP COM 75737F108 588 8,572 SH   SOLE   0 0 8,572
DIAGEO PLC SPON ADR NEW 25243Q205 3,881 24,441 SH   SOLE   0 0 24,441
NEXTERA ENERGY INC COM 65339F101 9,574 124,098 SH   SOLE   0 0 124,098
COSTCO WHSL CORP NEW COM 22160K105 5,841 15,503 SH   SOLE   0 0 15,503
ROSS STORES INC COM 778296103 682 5,554 SH   SOLE   0 0 5,554
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 61,302 1,129,984 SH   SOLE   0 0 1,129,984
ABIOMED INC COM 003654100 655 2,020 SH   SOLE   0 0 2,020
CATERPILLAR INC COM 149123101 599 3,289 SH   SOLE   0 0 3,289
AT&T INC COM 00206R102 641 22,281 SH   SOLE   0 0 22,281
VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 18,765 584,578 SH   SOLE   0 0 584,578
PALO ALTO NETWORKS INC COM 697435105 6,224 17,512 SH   SOLE   0 0 17,512
AMAZON COM INC COM 023135106 7,329 2,250 SH   SOLE   0 0 2,250
WORKDAY INC CL A 98138H101 4,303 17,960 SH   SOLE   0 0 17,960
APPLE INC COM 037833100 31,561 237,856 SH   SOLE   0 0 237,856
MFS MUN INCOME TR SH BEN INT 552738106 262 39,246 SH   SOLE   0 0 39,246
UNION PAC CORP COM 907818108 5,048 24,245 SH   SOLE   0 0 24,245
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 224 733 SH   SOLE   0 0 733
MERCK & CO. INC COM 58933Y105 6,587 80,522 SH   SOLE   0 0 80,522
LOWES COS INC COM 548661107 1,080 6,731 SH   SOLE   0 0 6,731
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,517 17,292 SH   SOLE   0 0 17,292
NOVO-NORDISK A S ADR 670100205 759 10,870 SH   SOLE   0 0 10,870
QUALCOMM INC COM 747525103 479 3,142 SH   SOLE   0 0 3,142
ORACLE CORP COM 68389X105 386 5,964 SH   SOLE   0 0 5,964
TEXAS INSTRS INC COM 882508104 772 4,706 SH   SOLE   0 0 4,706
NEW YORK TIMES CO CL A 650111107 265 5,110 SH   SOLE   0 0 5,110
INTERCONTINENTAL EXCHANGE IN COM 45866F104 933 8,093 SH   SOLE   0 0 8,093
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,958 35,685 SH   SOLE   0 0 35,685
WISDOMTREE TR US LARGECAP DIVD 97717W307 495 4,609 SH   SOLE   0 0 4,609
VANGUARD INDEX FDS GROWTH ETF 922908736 14,515 57,294 SH   SOLE   0 0 57,294
PROCTER AND GAMBLE CO COM 742718109 2,762 19,853 SH   SOLE   0 0 19,853
ISHARES TR EAFE SML CP ETF 464288273 2,131 31,185 SH   SOLE   0 0 31,185
BOEING CO COM 097023105 328 1,534 SH   SOLE   0 0 1,534
WORLD GOLD TR SPDR GLD MINIS 98149E204 1,057 55,785 SH   SOLE   0 0 55,785
PACCAR INC COM 693718108 296 3,427 SH   SOLE   0 0 3,427
STRYKER CORPORATION COM 863667101 426 1,738 SH   SOLE   0 0 1,738
ENTERPRISE PRODS PARTNERS L COM 293792107 249 12,721 SH   SOLE   0 0 12,721
FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 5,779 127,018 SH   SOLE   0 0 127,018
PHILIP MORRIS INTL INC COM 718172109 425 5,129 SH   SOLE   0 0 5,129
AMERIPRISE FINL INC COM 03076C106 265 1,362 SH   SOLE   0 0 1,362
WALMART INC COM 931142103 403 2,794 SH   SOLE   0 0 2,794
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 295 2,703 SH   SOLE   0 0 2,703
INTEL CORP COM 458140100 7,475 150,034 SH   SOLE   0 0 150,034
ISHARES TR U.S. TECH ETF 464287721 952 11,186 SH   SOLE   0 0 11,186
HORMEL FOODS CORP COM 440452100 549 11,768 SH   SOLE   0 0 11,768
ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 868 8,775 SH   SOLE   0 0 8,775
DUKE ENERGY CORP NEW COM NEW 26441C204 243 2,652 SH   SOLE   0 0 2,652
FIRST INDL RLTY TR INC COM 32054K103 202 4,803 SH   SOLE   0 0 4,803
ROYAL BK CDA COM 780087102 246 3,000 SH   SOLE   0 0 3,000
NIKE INC CL B 654106103 5,942 42,003 SH   SOLE   0 0 42,003
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 5,761 26,376 SH   SOLE   0 0 26,376
BRISTOL-MYERS SQUIBB CO COM 110122108 1,134 18,285 SH   SOLE   0 0 18,285
COMCAST CORP NEW CL A 20030N101 8,094 154,457 SH   SOLE   0 0 154,457
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 17,327 355,647 SH   SOLE   0 0 355,647
NIO INC SPON ADS 62914V106 356 7,300 SH   SOLE   0 0 7,300
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 5,383 32,044 SH   SOLE   0 0 32,044
ISHARES TR CORE S&P SCP ETF 464287804 6,339 68,978 SH   SOLE   0 0 68,978
EQUINIX INC COM 29444U700 3,061 4,286 SH   SOLE   0 0 4,286
EXXON MOBIL CORP COM 30231G102 898 21,778 SH   SOLE   0 0 21,778
CISCO SYS INC COM 17275R102 7,525 168,158 SH   SOLE   0 0 168,158
FEDEX CORP COM 31428X106 368 1,418 SH   SOLE   0 0 1,418
JPMORGAN CHASE & CO COM 46625H100 9,390 73,894 SH   SOLE   0 0 73,894
ANALOG DEVICES INC COM 032654105 1,232 8,343 SH   SOLE   0 0 8,343
HCA HEALTHCARE INC COM 40412C101 264 1,606 SH   SOLE   0 0 1,606
ISHARES TR BARCLAYS 7 10 YR 464287440 282 2,352 SH   SOLE   0 0 2,352
SPDR SER TR NYSE TECH ETF 78464A102 1,523 10,778 SH   SOLE   0 0 10,778
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 214 921 SH   SOLE   0 0 921
ATHERSYS INC NEW COM 04744L106 20 11,620 SH   SOLE   0 0 11,620
INUVO INC COM NEW 46122W204 5 12,000 SH   SOLE   0 0 12,000
OKTA INC CL A 679295105 6,928 27,249 SH   SOLE   0 0 27,249
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,429 23,415 SH   SOLE   0 0 23,415
ABBVIE INC COM 00287Y109 7,436 69,396 SH   SOLE   0 0 69,396
VANGUARD INDEX FDS VALUE ETF 922908744 288 2,421 SH   SOLE   0 0 2,421
EATON CORP PLC SHS G29183103 6,524 54,303 SH   SOLE   0 0 54,303
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 217 3,722 SH   SOLE   0 0 3,722
ISHARES TR S&P 100 ETF 464287101 308 1,793 SH   SOLE   0 0 1,793
WD-40 CO COM 929236107 364 1,371 SH   SOLE   0 0 1,371
ISHARES INC JP MORGAN EM ETF 464286517 821 18,133 SH   SOLE   0 0 18,133
CHEVRON CORP NEW COM 166764100 594 7,031 SH   SOLE   0 0 7,031
AMPHENOL CORP NEW CL A 032095101 382 2,919 SH   SOLE   0 0 2,919
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 45,602 789,644 SH   SOLE   0 0 789,644
ISHARES TR CORE DIV GRWTH 46434V621 440 9,821 SH   SOLE   0 0 9,821
VANGUARD INDEX FDS SML CP GRW ETF 922908595 18,396 68,730 SH   SOLE   0 0 68,730
VANGUARD INDEX FDS MID CAP ETF 922908629 352 1,702 SH   SOLE   0 0 1,702
CHARTER COMMUNICATIONS INC N CL A 16119P108 224 338 SH   SOLE   0 0 338
SPDR SER TR NUVEEN BRC MUNIC 78468R721 765 14,566 SH   SOLE   0 0 14,566
ISHARES TR NASDAQ BIOTECH 464287556 8,044 53,097 SH   SOLE   0 0 53,097
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 60,264 426,887 SH   SOLE   0 0 426,887
VISA INC COM CL A 92826C839 9,244 42,260 SH   SOLE   0 0 42,260
KRANESHARES TR KFA GBL CARBON 500767678 228 9,259 SH   SOLE   0 0 9,259
CME GROUP INC COM 12572Q105 253 1,389 SH   SOLE   0 0 1,389
ISHARES TR IBOXX INV CP ETF 464287242 3,410 24,685 SH   SOLE   0 0 24,685
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3,483 96,724 SH   SOLE   0 0 96,724
ISHARES TR RUS 1000 VAL ETF 464287598 412 3,015 SH   SOLE   0 0 3,015
FACEBOOK INC CL A 30303M102 10,102 36,981 SH   SOLE   0 0 36,981
KLA CORP COM NEW 482480100 4,218 16,292 SH   SOLE   0 0 16,292
ILLINOIS TOOL WKS INC COM 452308109 208 1,021 SH   SOLE   0 0 1,021
NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 1,930 39,026 SH   SOLE   0 0 39,026
TJX COS INC NEW COM 872540109 958 14,030 SH   SOLE   0 0 14,030
DBX ETF TR XTRACK USD HIGH 233051432 17,483 349,035 SH   SOLE   0 0 349,035
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 342 2,631 SH   SOLE   0 0 2,631
ISHARES INC MSCI EURZONE ETF 464286608 5,519 125,212 SH   SOLE   0 0 125,212
EXELON CORP COM 30161N101 251 5,949 SH   SOLE   0 0 5,949
PINTEREST INC CL A 72352L106 309 4,696 SH   SOLE   0 0 4,696
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 4,599 25,721 SH   SOLE   0 0 25,721
AUTOMATIC DATA PROCESSING IN COM 053015103 2,307 13,091 SH   SOLE   0 0 13,091
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5,588 24,975 SH   SOLE   0 0 24,975
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 54,004 612,364 SH   SOLE   0 0 612,364
VANGUARD INDEX FDS SMALL CP ETF 922908751 326 1,675 SH   SOLE   0 0 1,675
BLACKSTONE GROUP INC COM CL A 09260D107 325 5,017 SH   SOLE   0 0 5,017
VANGUARD WORLD FD MEGA CAP INDEX 921910873 736 5,518 SH   SOLE   0 0 5,518
ISHARES TR CORE US AGGBD ET 464287226 1,259 10,649 SH   SOLE   0 0 10,649
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,435 7 SH   SOLE   0 0 7
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 480 1,142 SH   SOLE   0 0 1,142
ISHARES TR US AER DEF ETF 464288760 5,511 58,183 SH   SOLE   0 0 58,183
SALESFORCE COM INC COM 79466L302 514 2,308 SH   SOLE   0 0 2,308
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 14,990 76,214 SH   SOLE   0 0 76,214
QUANTERIX CORP COM 74766Q101 1,581 34,000 SH   SOLE   0 0 34,000
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,464 7,520 SH   SOLE   0 0 7,520
HOME DEPOT INC COM 437076102 9,035 34,014 SH   SOLE   0 0 34,014
HUMANA INC COM 444859102 1,069 2,605 SH   SOLE   0 0 2,605
CHARLES RIV LABS INTL INC COM 159864107 355 1,422 SH   SOLE   0 0 1,422
FIDELITY COVINGTON TRUST QLTY FCTOR ETF 316092790 1,158 26,919 SH   SOLE   0 0 26,919
ISHARES TR IBOXX HI YD ETF 464288513 25,036 286,780 SH   SOLE   0 0 286,780
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 17,512 900,817 SH   SOLE   0 0 900,817
LOCKHEED MARTIN CORP COM 539830109 3,393 9,558 SH   SOLE   0 0 9,558
VERIZON COMMUNICATIONS INC COM 92343V104 6,373 108,479 SH   SOLE   0 0 108,479
TESLA INC COM 88160R101 344 488 SH   SOLE   0 0 488
ASML HOLDING N V N Y REGISTRY SHS N07059210 699 1,433 SH   SOLE   0 0 1,433
NETFLIX INC COM 64110L106 478 884 SH   SOLE   0 0 884
AMGEN INC COM 031162100 5,351 23,272 SH   SOLE   0 0 23,272
INVESCO QQQ TR UNIT SER 1 46090E103 2,143 6,830 SH   SOLE   0 0 6,830
WELLS FARGO CO NEW COM 949746101 235 7,796 SH   SOLE   0 0 7,796
COCA COLA CO COM 191216100 384 6,995 SH   SOLE   0 0 6,995
SOUTHERN CO COM 842587107 763 12,424 SH   SOLE   0 0 12,424
INTERNATIONAL BUSINESS MACHS COM 459200101 757 6,016 SH   SOLE   0 0 6,016
UNITEDHEALTH GROUP INC COM 91324P102 487 1,389 SH   SOLE   0 0 1,389
ECOLAB INC COM 278865100 281 1,300 SH   SOLE   0 0 1,300
AMPLIFY ETF TR ONLIN RETL ETF 032108102 5,754 50,331 SH   SOLE   0 0 50,331
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 234 1,422 SH   SOLE   0 0 1,422
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 602 1,751 SH   SOLE   0 0 1,751
SERVICENOW INC COM 81762P102 2,406 4,372 SH   SOLE   0 0 4,372
ISHARES TR ESG AWARE MSCI 46435U663 1,748 51,228 SH   SOLE   0 0 51,228
3M CO COM 88579Y101 482 2,760 SH   SOLE   0 0 2,760
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3,973 32,611 SH   SOLE   0 0 32,611
INVESCO DB COMMDY INDX TRCK UNIT 46138B103 839 57,042 SH   SOLE   0 0 57,042
ISHARES TR CORE MSCI EAFE 46432F842 1,208 17,485 SH   SOLE   0 0 17,485
ISHARES TR CORE S&P MCP ETF 464287507 7,540 32,808 SH   SOLE   0 0 32,808
ISHARES TR RUS 1000 ETF 464287622 2,136 10,084 SH   SOLE   0 0 10,084
ISHARES TR MRNGSTR LG-CP GR 464287119 1,615 5,571 SH   SOLE   0 0 5,571
ALLSTATE CORP COM 020002101 253 2,299 SH   SOLE   0 0 2,299
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,773 66,745 SH   SOLE   0 0 66,745
ISHARES TR RUS MID CAP ETF 464287499 3,720 54,271 SH   SOLE   0 0 54,271
STARBUCKS CORP COM 855244109 902 8,427 SH   SOLE   0 0 8,427
VANGUARD WORLD FDS INF TECH ETF 92204A702 1,143 3,230 SH   SOLE   0 0 3,230
MICROSOFT CORP COM 594918104 22,226 99,929 SH   SOLE   0 0 99,929
ISHARES TR RUS 1000 GRW ETF 464287614 1,236 5,126 SH   SOLE   0 0 5,126
ISHARES TR RUSSELL 2000 ETF 464287655 261 1,333 SH   SOLE   0 0 1,333
LINDE PLC SHS G5494J103 3,661 13,892 SH   SOLE   0 0 13,892
CONSOLIDATED EDISON INC COM 209115104 572 7,914 SH   SOLE   0 0 7,914
SPDR GOLD TR GOLD SHS 78463V107 770 4,318 SH   SOLE   0 0 4,318
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,176 2,351 SH   SOLE   0 0 2,351
ISHARES TR ESG AWRE USD ETF 46435G193 3,180 112,201 SH   SOLE   0 0 112,201
MCDONALDS CORP COM 580135101 4,850 22,602 SH   SOLE   0 0 22,602
ANTHEM INC COM 036752103 7,191 22,394 SH   SOLE   0 0 22,394
ALPHABET INC CAP STK CL A 02079K305 2,903 1,657 SH   SOLE   0 0 1,657
CIGNA CORP NEW COM 125523100 347 1,668 SH   SOLE   0 0 1,668
MARRIOTT INTL INC NEW CL A 571903202 2,553 19,352 SH   SOLE   0 0 19,352
ISHARES TR EXPANDED TECH 464287515 248 700 SH   SOLE   0 0 700
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 713 6,284 SH   SOLE   0 0 6,284
ISHARES INC MSCI STH KOR ETF 464286772 301 3,500 SH   SOLE   0 0 3,500
APPLIED MATLS INC COM 038222105 699 8,102 SH   SOLE   0 0 8,102
SPDR SER TR S&P BK ETF 78464A797 6,444 154,081 SH   SOLE   0 0 154,081
FIDELITY MERRIMACK STR TR CORP BOND ETF 316188101 955 16,690 SH   SOLE   0 0 16,690
HONEYWELL INTL INC COM 438516106 3,303 15,529 SH   SOLE   0 0 15,529
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 772 4,961 SH   SOLE   0 0 4,961
HOST HOTELS & RESORTS INC COM 44107P104 383 26,158 SH   SOLE   0 0 26,158
ISHARES TR MORTGE REL ETF 46435G342 795 24,938 SH   SOLE   0 0 24,938
ISHARES TR MSCI EAFE ETF 464287465 789 10,816 SH   SOLE   0 0 10,816
SPDR SER TR NUVEEN BLMBRG SR 78468R739 921 18,504 SH   SOLE   0 0 18,504
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 220 4,398 SH   SOLE   0 0 4,398
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 279 8,262 SH   SOLE   0 0 8,262
ALPHABET INC CAP STK CL C 02079K107 2,247 1,283 SH   SOLE   0 0 1,283
PIMCO ETF TR INTER MUN BD ACT 72201R866 2,091 36,855 SH   SOLE   0 0 36,855
ISHARES TR BROAD USD HIGH 46435U853 8,949 216,890 SH   SOLE   0 0 216,890
PURE STORAGE INC CL A 74624M102 1,440 63,674 SH   SOLE   0 0 63,674
ISHARES TR CORE S&P500 ETF 464287200 75,148 200,186 SH   SOLE   0 0 200,186
UNITED PARCEL SERVICE INC CL B 911312106 12,389 73,571 SH   SOLE   0 0 73,571
VANGUARD BD INDEX FDS INTERMED TERM 921937819 229 2,468 SH   SOLE   0 0 2,468
ISHARES TR EAFE GRWTH ETF 464288885 42,784 423,981 SH   SOLE   0 0 423,981
CROWDSTRIKE HLDGS INC CL A 22788C105 2,184 10,313 SH   SOLE   0 0 10,313
BAXTER INTL INC COM 071813109 262 3,259 SH   SOLE   0 0 3,259
SPDR SER TR S&P DIVID ETF 78464A763 210 1,983 SH   SOLE   0 0 1,983
MEDTRONIC PLC SHS G5960L103 6,934 59,197 SH   SOLE   0 0 59,197
BLACKROCK INC COM 09247X101 7,666 10,625 SH   SOLE   0 0 10,625
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 55,028 997,072 SH   SOLE   0 0 997,072
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4,334 44,620 SH   SOLE   0 0 44,620
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19,918 93,920 SH   SOLE   0 0 93,920
PAYPAL HLDGS INC COM 70450Y103 1,088 4,647 SH   SOLE   0 0 4,647
BLACK STONE MINERALS L P COM UNIT 09225M101 1,279 191,432 SH   SOLE   0 0 191,432
JOHNSON & JOHNSON COM 478160104 9,702 61,646 SH   SOLE   0 0 61,646
THERMO FISHER SCIENTIFIC INC COM 883556102 1,665 3,574 SH   SOLE   0 0 3,574