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
ABBOTT LABS COM COM 002824100 2,266 19,147 SH   SOLE NONE 19,147 0 0
ABBVIE INC COM COM 00287Y109 2,157 13,307 SH   SOLE NONE 13,307 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 2,345 6,955 SH   SOLE NONE 6,955 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 4,583 10,060 SH   SOLE NONE 10,060 0 0
ADVANCED MICRO DEVICES INC COM COM 007903107 619 5,665 SH   SOLE NONE 5,665 0 0
AIRBNB INC COM CL A COM CL A 009066101 625 3,643 SH   SOLE NONE 3,643 0 0
ALEXANDRIA REAL ESTATE EQ INC COM COM 015271109 318 1,582 SH   SOLE NONE 1,582 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN UNIT LTD PARTN 01881G106 1,828 38,884 SH   SOLE NONE 38,884 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 15,058 5,414 SH   SOLE NONE 5,414 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 3,371 1,207 SH   SOLE NONE 1,207 0 0
AMAZON COM INC COM COM 023135106 20,935 6,422 SH   SOLE NONE 6,422 0 0
AMERICAN ELEC PWR CO INC COM COM 025537101 221 2,220 SH   SOLE NONE 2,220 0 0
AMERICAN EXPRESS CO COM COM 025816109 306 1,637 SH   SOLE NONE 1,637 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 240 956 SH   SOLE NONE 956 0 0
AMGEN INC COM COM 031162100 1,340 5,543 SH   SOLE NONE 5,543 0 0
APPLE INC COM COM 037833100 39,197 224,488 SH   SOLE NONE 224,488 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103 891 3,917 SH   SOLE NONE 3,917 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 5,287 14,981 SH   SOLE NONE 14,981 0 0
BK OF AMERICA CORP COM COM 060505104 2,020 49,025 SH   SOLE NONE 49,025 0 0
BLACKROCK INC COM COM 09247X101 3,181 4,163 SH   SOLE NONE 4,163 0 0
BLACKSTONE INC COM COM 09260D107 928 7,311 SH   SOLE NONE 7,311 0 0
BOEING CO COM COM 097023105 222 1,160 SH   SOLE NONE 1,160 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 301 6,812 SH   SOLE NONE 6,812 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 618 8,472 SH   SOLE NONE 8,472 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH CL A LTD VT SH 112585104 4,401 77,803 SH   SOLE NONE 77,803 0 0
CHIPOTLE MEXICAN GRILL INC COM COM 169656105 330 209 SH   SOLE NONE 209 0 0
CISCO SYS INC COM COM 17275R102 958 17,186 SH   SOLE NONE 17,186 0 0
CITIGROUP INC COM NEW COM NEW 172967424 222 4,167 SH   SOLE NONE 4,167 0 0
COCA COLA CO COM COM 191216100 1,541 24,870 SH   SOLE NONE 24,870 0 0
COLGATE PALMOLIVE CO COM COM 194162103 960 12,666 SH   SOLE NONE 12,666 0 0
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND COMMUNICATION 81369Y852 283 4,125 SH   SOLE NONE 4,125 0 0
CONFORMIS INC COM COM 20717E101 78 125,982 SH   SOLE NONE 125,982 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 6,378 11,076 SH   SOLE NONE 11,076 0 0
CROWDSTRIKE HLDGS INC CL A CL A 22788C105 2,771 12,203 SH   SOLE NONE 12,203 0 0
CVS HEALTH CORP COM COM 126650100 2,931 28,960 SH   SOLE NONE 28,960 0 0
D R HORTON INC COM COM 23331A109 471 6,324 SH   SOLE NONE 6,324 0 0
DEERE & CO COM COM 244199105 419 1,010 SH   SOLE NONE 1,010 0 0
DISNEY WALT CO COM COM 254687106 2,360 17,207 SH   SOLE NONE 17,207 0 0
DOMINION ENERGY INC COM COM 25746U109 728 8,577 SH   SOLE NONE 8,577 0 0
DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 487 4,367 SH   SOLE NONE 4,367 0 0
ENTERPRISE PRODS PARTNERS L P COM COM 293792107 222 8,632 SH   SOLE NONE 8,632 0 0
EVERSOURCE ENERGY COM COM 30040W108 594 6,739 SH   SOLE NONE 6,739 0 0
EXXON MOBIL CORP COM COM 30231G102 315 3,826 SH   SOLE NONE 3,826 0 0
GENERAC HLDGS INC COM COM 368736104 493 1,659 SH   SOLE NONE 1,659 0 0
HOME DEPOT INC COM COM 437076102 2,693 9,000 SH   SOLE NONE 9,000 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 230 1,102 SH   SOLE NONE 1,102 0 0
ILLUMINA INC COM COM 452327109 711 2,037 SH   SOLE NONE 2,037 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND SBI INT-INDS 81369Y704 201 1,953 SH   SOLE NONE 1,953 0 0
INTUITIVE SURGICAL INC COM NEW COM NEW 46120E602 232 770 SH   SOLE NONE 770 0 0
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF EMRNG MKT SVRG 46138E784 349 15,479 SH   SOLE NONE 15,479 0 0
INVESCO FTSE RAFI US 1000 ETF FTSE RAFI 1000 46137V613 438 2,564 SH   SOLE NONE 2,564 0 0
INVESCO PREFERRED ETF PFD ETF 46138E511 1,500 110,560 SH   SOLE NONE 110,560 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103 1,197 3,302 SH   SOLE NONE 3,302 0 0
INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 2,977 136,756 SH   SOLE NONE 136,756 0 0
ISHARES ASIA 50 ETF ASIA 50 ETF 464288430 1,254 18,279 SH   SOLE NONE 18,279 0 0
ISHARES BIOTECHNOLOGY FUND NASDAQ BIOTECH 464287556 1,494 11,471 SH   SOLE NONE 11,471 0 0
ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 422 6,085 SH   SOLE NONE 6,085 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 1,644 29,595 SH   SOLE NONE 29,595 0 0
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1,105 2,436 SH   SOLE NONE 2,436 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150 1,260 12,484 SH   SOLE NONE 12,484 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 1,907 17,813 SH   SOLE NONE 17,813 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF EXPANDED TECH 464287515 991 2,875 SH   SOLE NONE 2,875 0 0
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF IBOXX HI YD ETF 464288513 6,878 83,589 SH   SOLE NONE 83,589 0 0
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF JPMORGAN USD EMG 464288281 1,524 15,590 SH   SOLE NONE 15,590 0 0
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND MSCI AC ASIA ETF 464288182 236 3,155 SH   SOLE NONE 3,155 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 469 6,376 SH   SOLE NONE 6,376 0 0
ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND MSCI EM ASIA ETF 464286426 1,716 23,243 SH   SOLE NONE 23,243 0 0
ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 3,394 75,178 SH   SOLE NONE 75,178 0 0
ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 554 5,054 SH   SOLE NONE 5,054 0 0
ISHARES PREFERRED AND INCOME SECURITIES ETF PFD AND INCM SEC 464288687 6,119 168,023 SH   SOLE NONE 168,023 0 0
ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 269 970 SH   SOLE NONE 970 0 0
ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 3,666 13,972 SH   SOLE NONE 13,972 0 0
ISHARES TIPS BOND ETF TIPS BD ETF 464287176 5,561 44,645 SH   SOLE NONE 44,645 0 0
ISHARES U.S. TECHNOLOGY ETF U.S. TECH ETF 464287721 459 4,460 SH   SOLE NONE 4,460 0 0
JOHNSON & JOHNSON COM COM 478160104 3,611 20,375 SH   SOLE NONE 20,375 0 0
JPMORGAN CHASE & CO COM COM 46625H100 3,097 22,720 SH   SOLE NONE 22,720 0 0
L3HARRIS TECHNOLOGIES INC COM COM 502431109 409 1,650 SH   SOLE NONE 1,650 0 0
LILLY ELI & CO COM COM 532457108 2,811 9,818 SH   SOLE NONE 9,818 0 0
LOCKHEED MARTIN CORP COM COM 539830109 3,196 7,240 SH   SOLE NONE 7,240 0 0
LOWES COS INC COM COM 548661107 325 1,610 SH   SOLE NONE 1,610 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 9,225 25,814 SH   SOLE NONE 25,814 0 0
MCDONALDS CORP COM COM 580135101 872 3,528 SH   SOLE NONE 3,528 0 0
MEDTRONIC PLC SHS SHS G5960L103 215 1,938 SH   SOLE NONE 1,938 0 0
MERCK & CO INC COM COM 58933Y105 2,448 29,844 SH   SOLE NONE 29,844 0 0
META PLATFORMS INC CL A CL A 30303M102 7,371 33,153 SH   SOLE NONE 33,153 0 0
MICROSOFT CORP COM COM 594918104 26,474 85,870 SH   SOLE NONE 85,870 0 0
MODERNA INC COM COM 60770K107 337 1,960 SH   SOLE NONE 1,960 0 0
MOODYS CORP COM COM 615369105 1,668 4,946 SH   SOLE NONE 4,946 0 0
NETFLIX INC COM COM 64110L106 2,439 6,513 SH   SOLE NONE 6,513 0 0
NEXTERA ENERGY INC COM COM 65339F101 3,619 42,733 SH   SOLE NONE 42,733 0 0
NORTHROP GRUMMAN CORP COM COM 666807102 1,982 4,432 SH   SOLE NONE 4,432 0 0
NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 225 2,564 SH   SOLE NONE 2,564 0 0
NVIDIA CORPORATION COM COM 67066G104 22,733 83,316 SH   SOLE NONE 83,316 0 0
ORACLE CORP COM COM 68389X105 202 2,449 SH   SOLE NONE 2,449 0 0
PAYPAL HLDGS INC COM COM 70450Y103 4,022 34,785 SH   SOLE NONE 34,785 0 0
PEPSICO INC COM COM 713448108 1,521 9,089 SH   SOLE NONE 9,089 0 0
PFIZER INC COM COM 717081103 2,326 44,948 SH   SOLE NONE 44,948 0 0
PROCTER AND GAMBLE CO COM COM 742718109 1,685 11,029 SH   SOLE NONE 11,029 0 0
PUBLIC STORAGE COM COM 74460D109 628 1,610 SH   SOLE NONE 1,610 0 0
RAYONIER INC COM COM 754907103 304 7,408 SH   SOLE NONE 7,408 0 0
RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 3,301 33,324 SH   SOLE NONE 33,324 0 0
REALTY INCOME CORP COM COM 756109104 531 7,666 SH   SOLE NONE 7,666 0 0
S&P GLOBAL INC COM COM 78409V104 1,755 4,280 SH   SOLE NONE 4,280 0 0
SALESFORCE INC COM COM 79466L302 457 2,157 SH   SOLE NONE 2,157 0 0
SNOWFLAKE INC CL A CL A 833445109 1,044 4,557 SH   SOLE NONE 4,557 0 0
SOUTHERN CO COM COM 842587107 971 13,402 SH   SOLE NONE 13,402 0 0
SPDR BLACKSTONE SENIOR LOAN ETF BLACKSTONE SENR 78467V608 543 12,080 SH   SOLE NONE 12,080 0 0
SPDR BLOOMBERG HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78468R622 957 9,346 SH   SOLE NONE 9,346 0 0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 284 820 SH   SOLE NONE 820 0 0
SPDR GOLD SHARES GOLD SHS 78463V107 6,935 38,393 SH   SOLE NONE 38,393 0 0
SPDR S&P 500 ETF TR UNIT 78462F103 5,132 11,364 SH   SOLE NONE 11,364 0 0
SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 1,368 10,683 SH   SOLE NONE 10,683 0 0
STARBUCKS CORP COM COM 855244109 207 2,279 SH   SOLE NONE 2,279 0 0
STATE STR CORP COM COM 857477103 322 3,700 SH   SOLE NONE 3,700 0 0
STRYKER CORPORATION COM COM 863667101 2,476 9,263 SH   SOLE NONE 9,263 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 697 4,389 SH   SOLE NONE 4,389 0 0
TESLA INC COM COM 88160R101 233 217 SH   SOLE NONE 217 0 0
TEXTRON INC COM COM 883203101 338 4,553 SH   SOLE NONE 4,553 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 451 765 SH   SOLE NONE 765 0 0
TJX COS INC NEW COM COM 872540109 1,338 22,089 SH   SOLE NONE 22,089 0 0
TRANSDIGM GROUP INC COM COM 893641100 398 612 SH   SOLE NONE 612 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 7,142 14,006 SH   SOLE NONE 14,006 0 0
VANECK BIOTECH ETF BIOTECH ETF 92189F726 530 3,271 SH   SOLE NONE 3,271 0 0
VANGUARD COMMUNICATION SERVICES ETF COMM SRVC ETF 92204A884 1,076 8,971 SH   SOLE NONE 8,971 0 0
VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 403 3,593 SH   SOLE NONE 3,593 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 435 1,046 SH   SOLE NONE 1,046 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 314 1,381 SH   SOLE NONE 1,381 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 355 6,985 SH   SOLE NONE 6,985 0 0
VISA INC COM CL A COM CL A 92826C839 9,234 41,639 SH   SOLE NONE 41,639 0 0
WALMART INC COM COM 931142103 3,984 26,757 SH   SOLE NONE 26,757 0 0
WELLTOWER INC COM COM 95040Q104 228 2,375 SH   SOLE NONE 2,375 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 306 8,097 SH   SOLE NONE 8,097 0 0
YUM BRANDS INC COM COM 988498101 258 2,178 SH   SOLE NONE 2,178 0 0