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
ABBOTT LABS COM 002824100   434,205 3,839 SH   SOLE   3,017 0 822
ABBVIE INC COM 00287Y109   1,503,113 8,459 SH   SOLE   6,624 0 1,835
AFLAC INC COM 001055102   286,596 2,771 SH   SOLE   1,829 0 942
ALLSTATE CORP COM 020002101   235,301 1,221 SH   SOLE   612 0 609
ALPHABET INC CAP STK CL C 02079K107   1,206,867 6,337 SH   SOLE   1,553 0 4,784
ALPHABET INC CAP STK CL A 02079K305   746,329 3,943 SH   SOLE   1,826 0 2,117
AMAZON COM INC COM 023135106   1,556,137 7,093 SH   SOLE   2,757 0 4,336
AMERIPRISE FINL INC COM 03076C106   728,567 1,368 SH   SOLE   1,190 0 178
ANALOG DEVICES INC COM 032654105   3,487,601 16,415 SH   SOLE   0 0 16,415
APPLE INC COM 037833100   19,908,264 79,499 SH   SOLE   38,324 0 41,175
APPLIED MATLS INC COM 038222105   908,684 5,587 SH   SOLE   5,552 0 35
AT&T INC COM 00206R102   337,854 14,838 SH   SOLE   13,465 0 1,373
AUTOMATIC DATA PROCESSING IN COM 053015103   280,143 957 SH   SOLE   114 0 843
BANK AMERICA CORP COM 060505104   263,237 5,989 SH   SOLE   4,760 0 1,229
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,017,269 2,244 SH   SOLE   1,126 0 1,118
BLACKSTONE INC COM 09260D107   273,763 1,588 SH   SOLE   440 0 1,148
BOEING CO COM 097023105   342,685 1,936 SH   SOLE   826 0 1,110
BROADCOM INC COM 11135F101   1,013,468 4,371 SH   SOLE   380 0 3,991
CARRIER GLOBAL CORPORATION COM 14448C104   240,505 3,523 SH   SOLE   2,250 0 1,273
CATERPILLAR INC COM 149123101   635,306 1,751 SH   SOLE   680 0 1,071
CHEVRON CORP NEW COM 166764100   500,812 3,458 SH   SOLE   2,588 0 870
CISCO SYS INC COM 17275R102   459,191 7,757 SH   SOLE   6,273 0 1,484
COCA COLA CO COM 191216100   462,963 7,436 SH   SOLE   4,486 0 2,950
COMCAST CORP NEW CL A 20030N101   238,321 6,350 SH   SOLE   2,289 0 4,061
COSTCO WHSL CORP NEW COM 22160K105   217,723 238 SH   SOLE   98 0 140
DEERE & CO COM 244199105   782,885 1,848 SH   SOLE   1,164 0 684
DIREXION SHS ETF TR DLY S&P500 BR 3X 25460E265   498,834 79,432 SH   SOLE   4,640 0 74,792
DIREXION SHS ETF TR DRX S&P500BULL 25459W862   2,250,106 13,338 SH   SOLE   5,423 0 7,915
DISNEY WALT CO COM 254687106   406,612 3,652 SH   SOLE   2,034 0 1,618
DUKE ENERGY CORP NEW COM NEW 26441C204   211,386 1,962 SH   SOLE   1,541 0 421
ELI LILLY & CO COM 532457108   802,081 1,039 SH   SOLE   489 0 550
EMERSON ELEC CO COM 291011104   220,002 1,775 SH   SOLE   1,427 0 348
ENTERPRISE PRODS PARTNERS L COM 293792107   267,168 8,519 SH   SOLE   5,523 0 2,996
EXXON MOBIL CORP COM 30231G102   2,098,519 19,508 SH   SOLE   5,043 0 14,465
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808   405,219 5,328 SH   SOLE   3,422 0 1,906
FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873   526,363 8,967 SH   SOLE   3,866 0 5,101
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204   765,504 7,855 SH   SOLE   2,069 0 5,786
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402   361,613 15,168 SH   SOLE   5,219 0 9,949
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   1,111,803 17,013 SH   SOLE   11,347 0 5,666
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   217,448 1,176 SH   SOLE   635 0 541
GE AEROSPACE COM NEW 369604301   234,656 1,407 SH   SOLE   994 0 413
GENERAL MLS INC COM 370334104   297,615 4,667 SH   SOLE   3,897 0 770
HARTFORD FINL SVCS GROUP INC COM 416515104   265,639 2,428 SH   SOLE   1,605 0 823
HOME DEPOT INC COM 437076102   1,086,425 2,793 SH   SOLE   1,637 0 1,156
HONEYWELL INTL INC COM 438516106   369,782 1,637 SH   SOLE   1,271 0 366
IDEXX LABS INC COM 45168D104   1,282,905 3,103 SH   SOLE   2,386 0 717
INTEL CORP COM 458140100   446,079 22,248 SH   SOLE   19,551 0 2,697
INTERNATIONAL BUSINESS MACHS COM 459200101   558,289 2,540 SH   SOLE   1,474 0 1,066
INTUITIVE SURGICAL INC COM NEW 46120E602   234,361 449 SH   SOLE   435 0 14
INVESCO QQQ TR UNIT SER 1 46090E103   895,213 1,751 SH   SOLE   597 0 1,154
IRON MTN INC DEL COM 46284V101   307,342 2,924 SH   SOLE   2,290 0 634
ISHARES INC CORE MSCI EMKT 46434G103   583,347 11,171 SH   SOLE   9,604 0 1,567
ISHARES INC MSCI CDA ETF 464286509   457,486 11,352 SH   SOLE   10,158 0 1,194
ISHARES TR 0-5YR INVT GR CP 46434V100   4,876,041 98,031 SH   SOLE   88,625 0 9,406
ISHARES TR 1 3 YR TREAS BD 464287457   2,544,273 31,035 SH   SOLE   28,535 0 2,500
ISHARES TR 20 YR TR BD ETF 464287432   298,856 3,422 SH   SOLE   2,682 0 740
ISHARES TR CORE 1 5 YR USD 46432F859   1,909,099 39,964 SH   SOLE   32,224 0 7,740
ISHARES TR CORE INTL AGGR 46435G672   299,544 6,000 SH   SOLE   5,691 0 309
ISHARES TR CORE MSCI EAFE 46432F842   1,030,014 14,656 SH   SOLE   9,539 0 5,117
ISHARES TR CORE MSCI EURO 46434V738   493,216 9,137 SH   SOLE   8,110 0 1,027
ISHARES TR CORE MSCI TOTAL 46432F834   32,900,781 497,441 SH   SOLE   410,757 0 86,684
ISHARES TR CORE S&P MCP ETF 464287507   912,729 14,648 SH   SOLE   11,177 0 3,471
ISHARES TR CORE S&P SCP ETF 464287804   538,358 4,672 SH   SOLE   3,168 0 1,504
ISHARES TR CORE S&P TTL STK 464287150   798,987 6,212 SH   SOLE   3,212 0 3,000
ISHARES TR CORE S&P US VLU 464287663   7,441,805 80,374 SH   SOLE   55,561 0 24,813
ISHARES TR CORE S&P500 ETF 464287200   302,476,816 513,822 SH   SOLE   362,761 0 151,061
ISHARES TR CORE US AGGBD ET 464287226   157,317,157 1,623,500 SH   SOLE   1,083,732 0 539,768
ISHARES TR ESG AW MSCI EAFE 46435G516   2,161,415 28,387 SH   SOLE   25,900 0 2,487
ISHARES TR ESG AWARE MSCI 46435U663   2,401,250 57,105 SH   SOLE   49,366 0 7,739
ISHARES TR ESG AWR MSCI USA 46435G425   1,447,525 11,237 SH   SOLE   10,837 0 400
ISHARES TR ESG AWR US AGRGT 46435U549   3,052,931 65,739 SH   SOLE   50,952 0 14,787
ISHARES TR ESG AWRE 1 5 YR 46435G243   3,049,613 123,466 SH   SOLE   81,954 0 41,512
ISHARES TR ESG AWRE USD ETF 46435G193   1,713,467 75,417 SH   SOLE   8,746 0 66,671
ISHARES TR ESG MSCI LEADR 46435U218   642,970 6,240 SH   SOLE   6,240 0 0
ISHARES TR FLTG RATE NT ETF 46429B655   322,426 6,337 SH   SOLE   5,698 0 639
ISHARES TR GL CLEAN ENE ETF 464288224   259,750 22,825 SH   SOLE   22,303 0 522
ISHARES TR GLOBAL TECH ETF 464287291   3,473,863 40,990 SH   SOLE   33,758 0 7,232
ISHARES TR ISHS 1-5YR INVS 464288646   13,404,880 259,282 SH   SOLE   221,767 0 37,515
ISHARES TR ISHS 5-10YR INVT 464288638   54,669,282 1,061,333 SH   SOLE   655,731 0 405,602
ISHARES TR MSCI ACWI ETF 464288257   10,215,610 86,941 SH   SOLE   78,299 0 8,642
ISHARES TR MSCI ACWI EX US 464288240   7,876,603 151,008 SH   SOLE   131,831 0 19,177
ISHARES TR MSCI KLD400 SOC 464288570   1,838,004 16,671 SH   SOLE   16,616 0 55
ISHARES TR MSCI USA ESG SLC 464288802   9,175,366 75,462 SH   SOLE   65,416 0 10,046
ISHARES TR NATIONAL MUN ETF 464288414   380,936 3,575 SH   SOLE   3,523 0 52
ISHARES TR RUS 1000 GRW ETF 464287614   617,631 1,538 SH   SOLE   737 0 801
ISHARES TR RUS 1000 VAL ETF 464287598   716,454 3,870 SH   SOLE   1,583 0 2,287
ISHARES TR RUSEL 2500 ETF 46435G268   1,233,675 18,142 SH   SOLE   13,623 0 4,519
ISHARES TR RUSSELL 2000 ETF 464287655   1,208,224 5,468 SH   SOLE   3,143 0 2,325
ISHARES TR S&P 500 GRWT ETF 464287309   7,302,574 71,925 SH   SOLE   68,377 0 3,548
ISHARES TR S&P 500 VAL ETF 464287408   4,866,604 25,496 SH   SOLE   21,099 0 4,397
ISHARES TR SELECT DIVID ETF 464287168   247,226 1,883 SH   SOLE   661 0 1,222
ISHARES TR SHORT TREAS BD 464288679   282,113 2,562 SH   SOLE   2,399 0 163
ISHARES TR TIPS BD ETF 464287176   292,928 2,749 SH   SOLE   2,749 0 0
ISHARES TR U.S. FINLS ETF 464287788   471,254 4,262 SH   SOLE   2,588 0 1,674
ISHARES TR U.S. MED DVC ETF 464288810   3,599,451 61,687 SH   SOLE   51,675 0 10,012
ISHARES TR U.S. TECH ETF 464287721   1,567,871 9,829 SH   SOLE   5,066 0 4,763
ISHARES TR BLACKROCK ULTRA 46434V878   345,496 6,851 SH   SOLE   500 0 6,351
ISHARES TR US AER DEF ETF 464288760   638,007 4,389 SH   SOLE   2,724 0 1,665
ISHARES TR US CONSM STAPLES 464287812   235,071 3,584 SH   SOLE   2,210 0 1,374
ISHARES TR US INDUSTRIALS 464287754   680,561 5,097 SH   SOLE   2,581 0 2,516
ISHARES TR US TREAS BD ETF 46429B267   359,843 15,659 SH   SOLE   15,368 0 291
ISHARES U S ETF TR BLACKROCK SH DUR 46431W507   321,423 6,365 SH   SOLE   6,109 0 256
JOHNSON & JOHNSON COM 478160104   1,869,892 12,930 SH   SOLE   8,424 0 4,506
JPMORGAN CHASE & CO. COM 46625H100   2,114,553 8,821 SH   SOLE   5,457 0 3,364
LOWES COS INC COM 548661107   361,904 1,466 SH   SOLE   1,001 0 465
MASTERCARD INCORPORATED CL A 57636Q104   528,484 1,004 SH   SOLE   374 0 630
MCDONALDS CORP COM 580135101   986,267 3,402 SH   SOLE   2,099 0 1,303
MEDTRONIC PLC SHS G5960L103   1,429,646 17,897 SH   SOLE   16,586 0 1,311
MERCK & CO INC COM 58933Y105   1,352,430 13,595 SH   SOLE   7,781 0 5,814
META PLATFORMS INC CL A 30303M102   320,073 547 SH   SOLE   274 0 273
MICROSOFT CORP COM 594918104   4,141,709 9,826 SH   SOLE   5,777 0 4,049
MORGAN STANLEY COM NEW 617446448   2,010,631 15,993 SH   SOLE   171 0 15,822
NETFLIX INC COM 64110L106   251,211 282 SH   SOLE   239 0 43
NEXTERA ENERGY INC COM 65339F101   937,031 13,071 SH   SOLE   8,475 0 4,596
NUSHARES ETF TR NUVEEN ESG US 67092P870   5,583,410 256,355 SH   SOLE   233,518 0 22,837
NVIDIA CORPORATION COM 67066G104   1,161,181 8,647 SH   SOLE   1,914 0 6,733
ORACLE CORP COM 68389X105   411,411 2,469 SH   SOLE   662 0 1,807
OTIS WORLDWIDE CORP COM 68902V107   233,731 2,524 SH   SOLE   1,802 0 722
PEPSICO INC COM 713448108   953,978 6,274 SH   SOLE   3,117 0 3,157
PFIZER INC COM 717081103   293,694 11,070 SH   SOLE   8,822 0 2,248
PIMCO ETF TR 0-5 HIGH YIELD 72201R783   707,317 7,550 SH   SOLE   6,925 0 625
PROCTER AND GAMBLE CO COM 742718109   1,723,519 10,280 SH   SOLE   8,295 0 1,985
PROSHARES TR PSHS ULT S&P 500 74347R107   309,169 3,342 SH   SOLE   1,500 0 1,842
QUALCOMM INC COM 747525103   515,165 3,353 SH   SOLE   3,193 0 160
REALTY INCOME CORP COM 756109104   243,360 4,556 SH   SOLE   2,379 0 2,177
RTX CORPORATION COM 75513E101   977,072 8,443 SH   SOLE   4,823 0 3,620
SALESFORCE INC COM 79466L302   2,290,646 6,851 SH   SOLE   1,949 0 4,902
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   560,724 5,792 SH   SOLE   5,029 0 763
SELECT SECTOR SPDR TR ENERGY 81369Y506   269,887 3,151 SH   SOLE   920 0 2,231
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   855,055 17,692 SH   SOLE   11,987 0 5,705
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   631,994 2,817 SH   SOLE   2,805 0 12
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   270,404 1,966 SH   SOLE   919 0 1,047
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   395,049 1,699 SH   SOLE   1,593 0 106
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,446,675 7,587 SH   SOLE   5,548 0 2,039
TESLA INC COM 88160R101   367,838 911 SH   SOLE   173 0 738
THE CIGNA GROUP COM 125523100   257,087 931 SH   SOLE   641 0 290
THERMO FISHER SCIENTIFIC INC COM 883556102   306,274 589 SH   SOLE   478 0 111
TJX COS INC NEW COM 872540109   308,184 2,551 SH   SOLE   677 0 1,874
UNION PAC CORP COM 907818108   208,518 914 SH   SOLE   453 0 461
UNITEDHEALTH GROUP INC COM 91324P102   708,768 1,401 SH   SOLE   563 0 838
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   251,878 1,040 SH   SOLE   20 0 1,020
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   59,394,930 768,667 SH   SOLE   527,700 0 240,967
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   9,470,056 131,693 SH   SOLE   109,993 0 21,700
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   67,630,304 355,986 SH   SOLE   245,291 0 110,695
VANGUARD INDEX FDS GROWTH ETF 922908736   4,003,972 9,755 SH   SOLE   6,479 0 3,276
VANGUARD INDEX FDS LARGE CAP ETF 922908637   489,776 1,816 SH   SOLE   632 0 1,184
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   293,277 3,292 SH   SOLE   1,877 0 1,415
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   30,246,646 56,136 SH   SOLE   44,258 0 11,878
VANGUARD INDEX FDS SMALL CP ETF 922908751   810,797 3,374 SH   SOLE   1,100 0 2,274
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,810,446 13,148 SH   SOLE   8,533 0 4,615
VANGUARD INDEX FDS VALUE ETF 922908744   3,697,908 21,842 SH   SOLE   12,438 0 9,404
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,353,709 30,738 SH   SOLE   24,285 0 6,453
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   2,849,083 44,889 SH   SOLE   35,706 0 9,183
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866   1,622,862 22,844 SH   SOLE   20,260 0 2,584
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   269,852 2,297 SH   SOLE   1,982 0 315
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   35,358,949 615,902 SH   SOLE   490,066 0 125,836
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   316,387 3,942 SH   SOLE   2,159 0 1,783
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   209,372 4,618 SH   SOLE   4,218 0 400
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   407,990 5,230 SH   SOLE   1,942 0 3,288
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565   406,875 5,967 SH   SOLE   5,549 0 418
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   3,609,186 18,430 SH   SOLE   11,334 0 7,096
VANGUARD STAR FDS VG TL INTL STK F 921909768   68,832,968 1,168,046 SH   SOLE   614,670 0 553,376
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,637,261 55,150 SH   SOLE   42,718 0 12,432
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   329,836 4,859 SH   SOLE   568 0 4,291
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,516,572 11,886 SH   SOLE   4,426 0 7,460
VANGUARD WORLD FD CONSUM STP ETF 92204A207   387,338 1,832 SH   SOLE   85 0 1,747
VANGUARD WORLD FD ESG INTL STK ETF 921910725   8,164,378 143,993 SH   SOLE   108,410 0 35,583
VANGUARD WORLD FD ESG US STK ETF 921910733   5,753,992 54,857 SH   SOLE   38,483 0 16,374
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   1,515,469 5,974 SH   SOLE   3,720 0 2,254
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603   243,707 958 SH   SOLE   482 0 476
VANGUARD WORLD FD INF TECH ETF 92204A702   1,460,186 2,348 SH   SOLE   1,158 0 1,190
VANGUARD WORLD FD UTILITIES ETF 92204A876   1,195,028 7,313 SH   SOLE   4,364 0 2,949
VERIZON COMMUNICATIONS INC COM 92343V104   274,392 6,862 SH   SOLE   3,764 0 3,098
VERU INC COM 92536C103   13,010 20,000 SH   SOLE   0 0 20,000
VISA INC COM CL A 92826C839   598,286 1,893 SH   SOLE   451 0 1,442
WALMART INC COM 931142103   832,344 9,212 SH   SOLE   3,228 0 5,984
WATSCO INC COM 942622200   1,208,894 2,551 SH   SOLE   2,500 0 51
WISDOMTREE TR US QTLY DIV GRT 97717X669   296,154 3,659 SH   SOLE   1,874 0 1,785
YUM BRANDS INC COM 988498101   715,111 5,330 SH   SOLE   4,706 0 624
YUM CHINA HLDGS INC COM 98850P109   399,185 8,287 SH   SOLE   8,062 0 225