The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
3M CO | COM | 88579Y101 | 775 | 6,163 | SH | SOLE | 0 | 0 | 6,163 | ||
ABBOTT LABS | COM | 002824100 | 1,513 | 15,296 | SH | SOLE | 0 | 0 | 15,296 | ||
ABBVIE INC | COM | 00287Y109 | 1,815 | 12,400 | SH | SOLE | 0 | 0 | 12,400 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 1,229 | 4,330 | SH | SOLE | 0 | 0 | 4,330 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 238 | 747 | SH | SOLE | 0 | 0 | 747 | ||
AGNICO EAGLE MINES LTD | COM | 008474108 | 405 | 9,202 | SH | SOLE | 0 | 0 | 9,202 | ||
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 415 | 4,700 | SH | SOLE | 0 | 0 | 4,700 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 252 | 1,736 | SH | SOLE | 0 | 0 | 1,736 | ||
ALLSTATE CORP | COM | 020002101 | 415 | 3,285 | SH | SOLE | 0 | 0 | 3,285 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 2,593 | 27,438 | SH | SOLE | 0 | 0 | 27,438 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 348 | 3,677 | SH | SOLE | 0 | 0 | 3,677 | ||
AMAZON COM INC | COM | 023135106 | 2,933 | 28,636 | SH | SOLE | 0 | 0 | 28,636 | ||
AMERICAN ELEC PWR CO INC | COM | 025537101 | 229 | 2,600 | SH | SOLE | 0 | 0 | 2,600 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 553 | 3,725 | SH | SOLE | 0 | 0 | 3,725 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 538 | 2,595 | SH | SOLE | 0 | 0 | 2,595 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 288 | 1,979 | SH | SOLE | 0 | 0 | 1,979 | ||
APPLE INC | COM | 037833100 | 14,390 | 93,842 | SH | SOLE | 0 | 0 | 93,842 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 241 | 2,487 | SH | SOLE | 0 | 0 | 2,487 | ||
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 579 | 9,846 | SH | SOLE | 0 | 0 | 9,846 | ||
AT&T INC | COM | 00206R102 | 217 | 11,900 | SH | SOLE | 0 | 0 | 11,900 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 1,356 | 5,609 | SH | SOLE | 0 | 0 | 5,609 | ||
BECTON DICKINSON & CO | COM | 075887109 | 296 | 1,254 | SH | SOLE | 0 | 0 | 1,254 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,004 | 3,403 | SH | SOLE | 0 | 0 | 3,403 | ||
BLACKROCK INC | COM | 09247X101 | 674 | 1,043 | SH | SOLE | 0 | 0 | 1,043 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 1,988 | 25,665 | SH | SOLE | 0 | 0 | 25,665 | ||
CATERPILLAR INC | COM | 149123101 | 3,902 | 18,028 | SH | SOLE | 0 | 0 | 18,028 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 334 | 2,583 | SH | SOLE | 0 | 0 | 2,583 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,974 | 10,914 | SH | SOLE | 0 | 0 | 10,914 | ||
CHUBB LIMITED | COM | H1467J104 | 1,582 | 7,362 | SH | SOLE | 0 | 0 | 7,362 | ||
CHURCH & DWIGHT CO INC | COM | 171340102 | 204 | 2,757 | SH | SOLE | 0 | 0 | 2,757 | ||
CIGNA CORP NEW | COM | 125523100 | 1,323 | 4,094 | SH | SOLE | 0 | 0 | 4,094 | ||
CISCO SYS INC | COM | 17275R102 | 1,118 | 24,618 | SH | SOLE | 0 | 0 | 24,618 | ||
COCA COLA CO | COM | 191216100 | 954 | 15,933 | SH | SOLE | 0 | 0 | 15,933 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 283 | 4,539 | SH | SOLE | 0 | 0 | 4,539 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 1,149 | 15,560 | SH | SOLE | 0 | 0 | 15,560 | ||
COMCAST CORP NEW | CL A | 20030N101 | 502 | 15,802 | SH | SOLE | 0 | 0 | 15,802 | ||
CONOCOPHILLIPS | COM | 20825C104 | 257 | 2,040 | SH | SOLE | 0 | 0 | 2,040 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 675 | 2,730 | SH | SOLE | 0 | 0 | 2,730 | ||
CORBUS PHARMACEUTICALS HLDGS | COM | 21833P103 | 2 | 15,400 | SH | SOLE | 0 | 0 | 15,400 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,882 | 3,752 | SH | SOLE | 0 | 0 | 3,752 | ||
CVS HEALTH CORP | COM | 126650100 | 711 | 7,506 | SH | SOLE | 0 | 0 | 7,506 | ||
DANAHER CORPORATION | COM | 235851102 | 647 | 2,571 | SH | SOLE | 0 | 0 | 2,571 | ||
DBX ETF TR | XTRCKR RUSL 1000 | 233051242 | 239 | 6,491 | SH | SOLE | 0 | 0 | 6,491 | ||
DIAGEO PLC | SPON ADR NEW | 25243Q205 | 373 | 2,234 | SH | SOLE | 0 | 0 | 2,234 | ||
DISNEY WALT CO | COM | 254687106 | 1,138 | 10,686 | SH | SOLE | 0 | 0 | 10,686 | ||
DOMINION ENERGY INC | COM | 25746U109 | 226 | 3,233 | SH | SOLE | 0 | 0 | 3,233 | ||
ECOLAB INC | COM | 278865100 | 246 | 1,565 | SH | SOLE | 0 | 0 | 1,565 | ||
EMERSON ELEC CO | COM | 291011104 | 642 | 7,410 | SH | SOLE | 0 | 0 | 7,410 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 346 | 1,127 | SH | SOLE | 0 | 0 | 1,127 | ||
EXXON MOBIL CORP | COM | 30231G102 | 5,698 | 51,418 | SH | SOLE | 0 | 0 | 51,418 | ||
FEDEX CORP | COM | 31428X106 | 466 | 2,907 | SH | SOLE | 0 | 0 | 2,907 | ||
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | 628 | 10,600 | SH | SOLE | 0 | 0 | 10,600 | ||
FLUENT INC | COM | 34380C102 | 51 | 40,200 | SH | SOLE | 0 | 0 | 40,200 | ||
FORTE BIOSCIENCES INC | COM | 34962G109 | 14 | 13,000 | SH | SOLE | 0 | 0 | 13,000 | ||
FS KKR CAP CORP | COM | 302635206 | 500 | 26,040 | SH | SOLE | 0 | 0 | 26,040 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 539 | 6,931 | SH | SOLE | 0 | 0 | 6,931 | ||
GENERAL MLS INC | COM | 370334104 | 273 | 3,352 | SH | SOLE | 0 | 0 | 3,352 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 222 | 644 | SH | SOLE | 0 | 0 | 644 | ||
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 250 | 3,456 | SH | SOLE | 0 | 0 | 3,456 | ||
HEXCEL CORP NEW | COM | 428291108 | 362 | 6,500 | SH | SOLE | 0 | 0 | 6,500 | ||
HOME DEPOT INC | COM | 437076102 | 4,466 | 15,081 | SH | SOLE | 0 | 0 | 15,081 | ||
HONEYWELL INTL INC | COM | 438516106 | 764 | 3,746 | SH | SOLE | 0 | 0 | 3,746 | ||
HYZON MOTORS INC | *W EXP 10/02/202 | 44951Y110 | 2 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
IDEXX LABS INC | COM | 45168D104 | 661 | 1,837 | SH | SOLE | 0 | 0 | 1,837 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 1,897 | 8,886 | SH | SOLE | 0 | 0 | 8,886 | ||
IMPINJ INC | COM | 453204109 | 645 | 5,630 | SH | SOLE | 0 | 0 | 5,630 | ||
INDEPENDENT BK CORP MASS | COM | 453836108 | 1,974 | 22,690 | SH | SOLE | 0 | 0 | 22,690 | ||
INTEL CORP | COM | 458140100 | 824 | 28,967 | SH | SOLE | 0 | 0 | 28,967 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 1,630 | 11,787 | SH | SOLE | 0 | 0 | 11,787 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 343 | 1,391 | SH | SOLE | 0 | 0 | 1,391 | ||
INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 46138E743 | 693 | 18,361 | SH | SOLE | 0 | 0 | 18,361 | ||
INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 46138E727 | 1,090 | 68,870 | SH | SOLE | 0 | 0 | 68,870 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 590 | 4,230 | SH | SOLE | 0 | 0 | 4,230 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | 259 | 1,664 | SH | SOLE | 0 | 0 | 1,664 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 322 | 1,157 | SH | SOLE | 0 | 0 | 1,157 | ||
INVITAE CORP | COM | 46185L103 | 31 | 12,000 | SH | SOLE | 0 | 0 | 12,000 | ||
ISHARES INC | MSCI EMERG MRKT | 464286533 | 336 | 6,697 | SH | SOLE | 0 | 0 | 6,697 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 594 | 7,328 | SH | SOLE | 0 | 0 | 7,328 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | 312 | 2,751 | SH | SOLE | 0 | 0 | 2,751 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 263 | 2,690 | SH | SOLE | 0 | 0 | 2,690 | ||
ISHARES TR | EXPND TEC SC ETF | 464287549 | 212 | 735 | SH | SOLE | 0 | 0 | 735 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 4,536 | 92,454 | SH | SOLE | 0 | 0 | 92,454 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 433 | 5,233 | SH | SOLE | 0 | 0 | 5,233 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 3,628 | 61,167 | SH | SOLE | 0 | 0 | 61,167 | ||
ISHARES TR | MSCI EAFE MIN VL | 46429B689 | 222 | 3,795 | SH | SOLE | 0 | 0 | 3,795 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,457 | 42,628 | SH | SOLE | 0 | 0 | 42,628 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 2,170 | 30,480 | SH | SOLE | 0 | 0 | 30,480 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 2,216 | 19,685 | SH | SOLE | 0 | 0 | 19,685 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 597 | 5,880 | SH | SOLE | 0 | 0 | 5,880 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 2,426 | 10,833 | SH | SOLE | 0 | 0 | 10,833 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | 3,487 | 69,620 | SH | SOLE | 0 | 0 | 69,620 | ||
JOHNSON & JOHNSON | COM | 478160104 | 5,390 | 30,985 | SH | SOLE | 0 | 0 | 30,985 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 2,071 | 16,449 | SH | SOLE | 0 | 0 | 16,449 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 405 | 3,251 | SH | SOLE | 0 | 0 | 3,251 | ||
KKR & CO INC | COM | 48251W104 | 497 | 10,210 | SH | SOLE | 0 | 0 | 10,210 | ||
KKR INCOME OPPORTUNITIES FD | COM | 48249T106 | 117 | 10,568 | SH | SOLE | 0 | 0 | 10,568 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 291 | 1,181 | SH | SOLE | 0 | 0 | 1,181 | ||
LILLY ELI & CO | COM | 532457108 | 1,319 | 3,643 | SH | SOLE | 0 | 0 | 3,643 | ||
LINDE PLC | SHS | G5494J103 | 649 | 2,182 | SH | SOLE | 0 | 0 | 2,182 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 252 | 517 | SH | SOLE | 0 | 0 | 517 | ||
LORDSTOWN MOTORS CORP | COM CL A | 54405Q100 | 18 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
LOWES COS INC | COM | 548661107 | 873 | 4,479 | SH | SOLE | 0 | 0 | 4,479 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 955 | 5,911 | SH | SOLE | 0 | 0 | 5,911 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 393 | 1,196 | SH | SOLE | 0 | 0 | 1,196 | ||
MCDONALDS CORP | COM | 580135101 | 1,666 | 6,110 | SH | SOLE | 0 | 0 | 6,110 | ||
MCKESSON CORP | COM | 58155Q103 | 498 | 1,280 | SH | SOLE | 0 | 0 | 1,280 | ||
MEDTRONIC PLC | SHS | G5960L103 | 368 | 4,219 | SH | SOLE | 0 | 0 | 4,219 | ||
MERCK & CO INC | COM | 58933Y105 | 3,084 | 30,477 | SH | SOLE | 0 | 0 | 30,477 | ||
META PLATFORMS INC | CL A | 30303M102 | 918 | 9,851 | SH | SOLE | 0 | 0 | 9,851 | ||
MICROSOFT CORP | COM | 594918104 | 8,200 | 35,327 | SH | SOLE | 0 | 0 | 35,327 | ||
MONDELEZ INTL INC | CL A | 609207105 | 484 | 7,871 | SH | SOLE | 0 | 0 | 7,871 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 455 | 4,850 | SH | SOLE | 0 | 0 | 4,850 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 1,038 | 13,399 | SH | SOLE | 0 | 0 | 13,399 | ||
NIKE INC | CL B | 654106103 | 1,057 | 11,404 | SH | SOLE | 0 | 0 | 11,404 | ||
NUCOR CORP | COM | 670346105 | 323 | 2,455 | SH | SOLE | 0 | 0 | 2,455 | ||
NUVEEN MUN VALUE FD INC | COM | 670928100 | 305 | 36,500 | SH | SOLE | 0 | 0 | 36,500 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 292 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
ORACLE CORP | COM | 68389X105 | 269 | 3,452 | SH | SOLE | 0 | 0 | 3,452 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 376 | 449 | SH | SOLE | 0 | 0 | 449 | ||
PAYCHEX INC | COM | 704326107 | 241 | 2,039 | SH | SOLE | 0 | 0 | 2,039 | ||
PEPSICO INC | COM | 713448108 | 2,883 | 15,880 | SH | SOLE | 0 | 0 | 15,880 | ||
PFIZER INC | COM | 717081103 | 1,853 | 39,801 | SH | SOLE | 0 | 0 | 39,801 | ||
PHILLIPS 66 | COM | 718546104 | 251 | 2,403 | SH | SOLE | 0 | 0 | 2,403 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 2,778 | 20,625 | SH | SOLE | 0 | 0 | 20,625 | ||
PROLOGIS INC. | COM | 74340W103 | 310 | 2,801 | SH | SOLE | 0 | 0 | 2,801 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 1,168 | 12,313 | SH | SOLE | 0 | 0 | 12,313 | ||
RENAISSANCERE HLDGS LTD | COM | G7496G103 | 371 | 2,400 | SH | SOLE | 0 | 0 | 2,400 | ||
REPUBLIC SVCS INC | COM | 760759100 | 216 | 1,631 | SH | SOLE | 0 | 0 | 1,631 | ||
ROCKET LAB USA INC | COM | 773122106 | 361 | 70,879 | SH | SOLE | 0 | 0 | 70,879 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 294 | 5,647 | SH | SOLE | 0 | 0 | 5,647 | ||
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 359 | 10,553 | SH | SOLE | 0 | 0 | 10,553 | ||
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 215 | 1,492 | SH | SOLE | 0 | 0 | 1,492 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 237 | 3,265 | SH | SOLE | 0 | 0 | 3,265 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 543 | 4,090 | SH | SOLE | 0 | 0 | 4,090 | ||
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 325 | 4,874 | SH | SOLE | 0 | 0 | 4,874 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 587 | 4,587 | SH | SOLE | 0 | 0 | 4,587 | ||
SERES THERAPEUTICS INC | COM | 81750R102 | 89 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
SHELL PLC | SPON ADS | 780259305 | 294 | 5,287 | SH | SOLE | 0 | 0 | 5,287 | ||
SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | 583 | 19,620 | SH | SOLE | 0 | 0 | 19,620 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 1,649 | 10,857 | SH | SOLE | 0 | 0 | 10,857 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,777 | 12,370 | SH | SOLE | 0 | 0 | 12,370 | ||
SPDR SER TR | BLOOMBERG INVT | 78468R200 | 2,578 | 85,036 | SH | SOLE | 0 | 0 | 85,036 | ||
SPDR SER TR | NYSE TECH ETF | 78464A102 | 205 | 2,100 | SH | SOLE | 0 | 0 | 2,100 | ||
SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | 4,523 | 156,899 | SH | SOLE | 0 | 0 | 156,899 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 5,804 | 47,194 | SH | SOLE | 0 | 0 | 47,194 | ||
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 286 | 7,257 | SH | SOLE | 0 | 0 | 7,257 | ||
STARBUCKS CORP | COM | 855244109 | 565 | 6,529 | SH | SOLE | 0 | 0 | 6,529 | ||
STATE STR CORP | COM | 857477103 | 354 | 4,779 | SH | SOLE | 0 | 0 | 4,779 | ||
TEXAS INSTRS INC | COM | 882508104 | 1,001 | 6,233 | SH | SOLE | 0 | 0 | 6,233 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 213 | 4,000 | SH | SOLE | 0 | 0 | 4,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 2,603 | 5,065 | SH | SOLE | 0 | 0 | 5,065 | ||
TJX COS INC NEW | COM | 872540109 | 783 | 10,857 | SH | SOLE | 0 | 0 | 10,857 | ||
T-MOBILE US INC | COM | 872590104 | 1,234 | 8,141 | SH | SOLE | 0 | 0 | 8,141 | ||
TORONTO DOMINION BK ONT | COM NEW | 891160509 | 513 | 8,020 | SH | SOLE | 0 | 0 | 8,020 | ||
TOTALENERGIES SE | SPONSORED ADS | 89151E109 | 321 | 5,855 | SH | SOLE | 0 | 0 | 5,855 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 527 | 2,858 | SH | SOLE | 0 | 0 | 2,858 | ||
TREX CO INC | COM | 89531P105 | 827 | 17,200 | SH | SOLE | 0 | 0 | 17,200 | ||
UNION PAC CORP | COM | 907818108 | 821 | 4,167 | SH | SOLE | 0 | 0 | 4,167 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 385 | 2,296 | SH | SOLE | 0 | 0 | 2,296 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,930 | 3,477 | SH | SOLE | 0 | 0 | 3,477 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 710 | 29,393 | SH | SOLE | 0 | 0 | 29,393 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 1,735 | 23,276 | SH | SOLE | 0 | 0 | 23,276 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,041 | 14,801 | SH | SOLE | 0 | 0 | 14,801 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 5,177 | 23,244 | SH | SOLE | 0 | 0 | 23,244 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 6,340 | 31,080 | SH | SOLE | 0 | 0 | 31,080 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 210 | 2,528 | SH | SOLE | 0 | 0 | 2,528 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,181 | 3,327 | SH | SOLE | 0 | 0 | 3,327 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 7,343 | 39,094 | SH | SOLE | 0 | 0 | 39,094 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 608 | 3,132 | SH | SOLE | 0 | 0 | 3,132 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 1,011 | 22,045 | SH | SOLE | 0 | 0 | 22,045 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,657 | 46,731 | SH | SOLE | 0 | 0 | 46,731 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 500 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 1,591 | 33,315 | SH | SOLE | 0 | 0 | 33,315 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 398 | 6,886 | SH | SOLE | 0 | 0 | 6,886 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 298 | 3,962 | SH | SOLE | 0 | 0 | 3,962 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 2,058 | 27,809 | SH | SOLE | 0 | 0 | 27,809 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,195 | 8,044 | SH | SOLE | 0 | 0 | 8,044 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 901 | 23,350 | SH | SOLE | 0 | 0 | 23,350 | ||
VERASTEM INC | COM | 92337C104 | 10 | 24,000 | SH | SOLE | 0 | 0 | 24,000 | ||
VISA INC | COM CL A | 92826C839 | 2,864 | 13,824 | SH | SOLE | 0 | 0 | 13,824 | ||
WALMART INC | COM | 931142103 | 2,837 | 19,932 | SH | SOLE | 0 | 0 | 19,932 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 1,185 | 7,482 | SH | SOLE | 0 | 0 | 7,482 | ||
WESTERN ASSET HIGH INCOME OP | COM | 95766K109 | 73 | 19,296 | SH | SOLE | 0 | 0 | 19,296 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | 2,320 | 38,779 | SH | SOLE | 0 | 0 | 38,779 | ||
ZOETIS INC | CL A | 98978V103 | 209 | 1,388 | SH | SOLE | 0 | 0 | 1,388 |