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
ARK ETF TR INNOVATION ETF 00214Q104   2,480,819 47,371 SH   SOLE   0 0 47,371
ABBOTT LABS COM 002824100   440,941 4,006 SH   DFND 1 0 0 4,006
ADOBE INC COM 00724F101   837,626 1,404 SH   DFND 1 0 0 1,404
AIRBNB INC COM CL A 009066101   443,272 3,256 SH   DFND 1 0 0 3,256
ALPHABET INC CAP STK CL C 02079K107   1,197,060 8,494 SH   DFND 1,2 0 0 8,494
ALPHABET INC CAP STK CL A 02079K305   524,955 3,758 SH   SOLE   0 0 3,758
AMAZON COM INC COM 023135106   3,138,473 20,656 SH   DFND 1 0 0 20,656
AMGEN INC COM 031162100   201,614 700 SH   SOLE   0 0 700
APPLE INC COM 037833100   4,703,993 24,433 SH   SOLE   0 0 24,433
AUTODESK INC COM 052769106   360,594 1,481 SH   DFND 1 0 0 1,481
AVANTOR INC COM 05352A100   226,017 9,900 SH   DFND 2 0 0 9,900
BRP GROUP INC COM CL A 05589G102   658,869 27,430 SH   SOLE   0 0 27,430
BANK AMERICA CORP COM 060505104   432,660 12,850 SH   DFND 2 0 0 12,850
BAXTER INTL INC COM 071813109   386,600 10,000 SH   DFND 2 0 0 10,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   753,266 2,112 SH   DFND 2 0 0 2,112
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   317,273 22,125 SH   DFND 2 0 0 22,125
CARTERS INC COM 146229109   359,472 4,800 SH   DFND 2 0 0 4,800
CORNING INC COM 219350105   359,310 11,800 SH   DFND 2 0 0 11,800
DISNEY WALT CO COM 254687106   300,846 3,332 SH   DFND 2 0 0 3,332
ELANCO ANIMAL HEALTH INC COM 28414H103   473,820 31,800 SH   DFND 2 0 0 31,800
EXXON MOBIL CORP COM 30231G102   1,051,243 10,515 SH   SOLE   0 0 10,515
GARTNER INC COM 366651107   271,117 601 SH   DFND 1 0 0 601
GENERAL MTRS CO COM 37045V100   311,678 8,677 SH   DFND 2 0 0 8,677
GOLUB CAP BDC INC COM 38173M102   271,085 17,953 SH   SOLE   0 0 17,953
GRAPHIC PACKAGING HLDG CO COM 388689101   409,190 16,600 SH   DFND 2 0 0 16,600
HOME DEPOT INC COM 437076102   627,949 1,812 SH   SOLE   0 0 1,812
INFINERA CORP COM 45667G103   103,075 21,700 SH   DFND 2 0 0 21,700
INTERNATIONAL BUSINESS MACHS COM 459200101   214,251 1,310 SH   SOLE   0 0 1,310
ISHARES TR CORE S&P500 ETF 464287200   8,481,566 17,758 SH   SOLE   0 0 17,758
ISHARES TR CORE US AGGBD ET 464287226   3,125,780 31,494 SH   SOLE   0 0 31,494
ISHARES TR SHRT NAT MUN ETF 464288158   3,643,040 34,554 SH   SOLE   0 0 34,554
ISHARES TR EAFE SML CP ETF 464288273   2,050,310 33,123 SH   SOLE   0 0 33,123
ISHARES TR IBOXX HI YD ETF 464288513   1,535,340 19,839 SH   SOLE   0 0 19,839
ISHARES TR ISHS 1-5YR INVS 464288646   6,857,837 133,746 SH   SOLE   0 0 133,746
ISHARES TR CORE MSCI EAFE 46432F842   529,037 7,520 SH   SOLE   0 0 7,520
ISHARES INC CORE MSCI EMKT 46434G103   431,108 8,523 SH   SOLE   0 0 8,523
JPMORGAN CHASE & CO COM 46625H100   372,710 2,191 SH   SOLE   0 0 2,191
JOHNSON & JOHNSON COM 478160104   351,254 2,241 SH   SOLE   0 0 2,241
ELI LILLY & CO COM 532457108   238,414 409 SH   DFND 1 0 0 409
LIONS GATE ENTMNT CORP CL B NON VTG 535919500   405,053 39,750 SH   DFND 2 0 0 39,750
MASTERCARD INCORPORATED CL A 57636Q104   557,022 1,306 SH   DFND 1 0 0 1,306
MATTHEWS INTL FDS PACIFIC TIGER AC 577130578   3,199,843 125,780 SH   SOLE   0 0 125,780
MICROSOFT CORP COM 594918104   2,627,352 6,987 SH   DFND 1 0 0 6,987
MICRON TECHNOLOGY INC COM 595112103   435,234 5,100 SH   DFND 2 0 0 5,100
MOHAWK INDS INC COM 608190104   353,970 3,420 SH   DFND 2 0 0 3,420
NETFLIX INC COM 64110L106   590,098 1,212 SH   DFND 1 0 0 1,212
NOVO-NORDISK A S ADR 670100205   235,556 2,277 SH   DFND 1 0 0 2,277
NVIDIA CORPORATION COM 67066G104   340,216 687 SH   SOLE   0 0 687
PAYPAL HLDGS INC COM 70450Y103   404,446 6,586 SH   DFND 1 0 0 6,586
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   394,160 6,450 SH   DFND 2 0 0 6,450
SALESFORCE INC COM 79466L302   591,802 2,249 SH   DFND 1 0 0 2,249
SERVICENOW INC COM 81762P102   811,050 1,148 SH   DFND 1 0 0 1,148
SYMBOTIC INC CLASS A COM 87151X101   769,950 15,000 SH   SOLE   0 0 15,000
TJX COS INC NEW COM 872540109   260,347,141 2,775,260 SH   SOLE   0 0 2,775,260
THERMO FISHER SCIENTIFIC INC COM 883556102   424,632 800 SH   DFND 1 0 0 800
3M CO COM 88579Y101   416,728 3,812 SH   SOLE   0 0 3,812
UNITEDHEALTH GROUP INC COM 91324P102   393,273 747 SH   DFND 1 0 0 747
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   264,461 1,552 SH   SOLE   0 0 1,552
VISA INC COM CL A 92826C839   713,880 2,742 SH   DFND 1 0 0 2,742
WISDOMTREE TR US QTLY DIV GRT 97717X669   453,493 6,453 SH   SOLE   0 0 6,453
WORKDAY INC CL A 98138H101   268,882 974 SH   DFND 1 0 0 974
ZIMMER BIOMET HOLDINGS INC COM 98956P102   366,074 3,008 SH   DFND 2 0 0 3,008
ZOETIS INC CL A 98978V103   434,017 2,199 SH   DFND 1 0 0 2,199
AXALTA COATING SYS LTD COM G0750C108   264,966 7,800 SH   DFND 2 0 0 7,800
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   462,850 1,319 SH   DFND 1 0 0 1,319
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   345,644 9,200 SH   DFND 2 0 0 9,200