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| | | 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 |
Alerian MLP ETF | COM | 00162Q866 | 13,215 | 797,542 | SH | | SOLE | | 797,542 | 0 | 0 |
SPDR Gold Trust ETF | COM | 78463V107 | 393 | 3,455 | SH | | SOLE | | 3,455 | 0 | 0 |
Salient MLP & Energy Infrastru | COM | 79471l602 | 14,252 | 1,074,787 | SH | | SOLE | | 1,074,787 | 0 | 0 |
3M Company | COM | 88579Y101 | 627 | 3,799 | SH | | SOLE | | 3,799 | 0 | 0 |
Abbott Laboratories | COM | 002824100 | 404 | 8,716 | SH | | SOLE | | 8,716 | 0 | 0 |
ADT Corporation | COM | 00101J106 | 419 | 10,086 | SH | | SOLE | | 10,086 | 0 | 0 |
Air Products & Chemicals Inc. | COM | 009158106 | 377 | 2,490 | SH | | SOLE | | 2,490 | 0 | 0 |
American Express Company | COM | 025816109 | 2,061 | 26,379 | SH | | SOLE | | 26,379 | 0 | 0 |
Apple Inc. | COM | 037833100 | 2,358 | 18,951 | SH | | SOLE | | 18,951 | 0 | 0 |
Ariad Pharmaceuticals | COM | 04033A100 | 84 | 10,200 | SH | | SOLE | | 10,200 | 0 | 0 |
AT&T Inc. | COM | 00206R102 | 298 | 9,113 | SH | | SOLE | | 9,113 | 0 | 0 |
Automatic Data Processing, Inc | COM | 053015103 | 355 | 4,148 | SH | | SOLE | | 4,148 | 0 | 0 |
Baxter International, Inc. | COM | 071813109 | 275 | 4,010 | SH | | SOLE | | 4,010 | 0 | 0 |
Berkshire Hathaway, Inc. Cl. A | COM | 084670108 | 15,877 | 73 | SH | | SOLE | | 73 | 0 | 0 |
Berkshire Hathaway, Inc. Cl. B | COM | 084670702 | 37,058 | 256,776 | SH | | SOLE | | 256,776 | 0 | 0 |
BP plc ADR | COM | 055622104 | 221 | 5,661 | SH | | SOLE | | 5,661 | 0 | 0 |
Bristol-Myers Squibb Co. | COM | 110122108 | 725 | 11,240 | SH | | SOLE | | 11,240 | 0 | 0 |
Chevron Corp. | COM | 166764100 | 353 | 3,363 | SH | | SOLE | | 3,363 | 0 | 0 |
Cisco Systems Inc. | COM | 17275R102 | 483 | 17,530 | SH | | SOLE | | 17,530 | 0 | 0 |
Coca-Cola Company | COM | 191216100 | 2,155 | 53,151 | SH | | SOLE | | 53,151 | 0 | 0 |
Colgate Palmolive Co. | COM | 194162103 | 751 | 10,834 | SH | | SOLE | | 10,834 | 0 | 0 |
ConocoPhillips | COM | 20825C104 | 912 | 14,655 | SH | | SOLE | | 14,655 | 0 | 0 |
CVS Health Corporation | COM | 126650100 | 6,965 | 67,485 | SH | | SOLE | | 67,485 | 0 | 0 |
DaVita HealthCare Partners Inc | COM | 23918k108 | 9,383 | 115,441 | SH | | SOLE | | 115,441 | 0 | 0 |
Devon Energy Corporation | COM | 25179M103 | 3,962 | 65,698 | SH | | SOLE | | 65,698 | 0 | 0 |
DirecTV | COM | 25490A309 | 8,478 | 99,627 | SH | | SOLE | | 99,627 | 0 | 0 |
Disney (Walt) Co. | COM | 254687106 | 1,000 | 9,538 | SH | | SOLE | | 9,538 | 0 | 0 |
Donaldson Company Inc | COM | 257651109 | 226 | 6,000 | SH | | SOLE | | 6,000 | 0 | 0 |
Eli Lilly & Company | COM | 532457108 | 1,409 | 19,396 | SH | | SOLE | | 19,396 | 0 | 0 |
Emerson Electric Co. | COM | 291011104 | 201 | 3,547 | SH | | SOLE | | 3,547 | 0 | 0 |
Enterprise Bancorp Inc | COM | 293668109 | 637 | 29,976 | SH | | SOLE | | 29,976 | 0 | 0 |
Exxon Mobil Corporation | COM | 30231G102 | 8,441 | 99,306 | SH | | SOLE | | 99,306 | 0 | 0 |
General Electric Co. | COM | 369604103 | 1,308 | 52,713 | SH | | SOLE | | 52,713 | 0 | 0 |
Google Inc. Class A | COM | 38259P508 | 480 | 865 | SH | | SOLE | | 865 | 0 | 0 |
Google Inc. Class C | COM | 38259P706 | 846 | 1,543 | SH | | SOLE | | 1,543 | 0 | 0 |
Home Depot, Inc. | COM | 437076102 | 534 | 4,700 | SH | | SOLE | | 4,700 | 0 | 0 |
IBM Corporation | COM | 459200101 | 9,643 | 60,078 | SH | | SOLE | | 60,078 | 0 | 0 |
Illinois Tool Works Inc. | COM | 452308109 | 495 | 5,100 | SH | | SOLE | | 5,100 | 0 | 0 |
Intel Corporation | COM | 458140100 | 235 | 7,500 | SH | | SOLE | | 7,500 | 0 | 0 |
iShares Core MSCI EAFE ETF | COM | 46432f842 | 15,166 | 259,300 | SH | | SOLE | | 259,300 | 0 | 0 |
iShares MSCI EAFE ETF | COM | 464287465 | 231 | 3,604 | SH | | SOLE | | 3,604 | 0 | 0 |
iShares MSCI Emerging Markets | COM | 464287234 | 322 | 8,025 | SH | | SOLE | | 8,025 | 0 | 0 |
iShares MSCI USA ESG Select ET | COM | 464288802 | 288 | 3,350 | SH | | SOLE | | 3,350 | 0 | 0 |
iShares MSCI USA Minimum Volat | COM | 46429b697 | 8,788 | 212,993 | SH | | SOLE | | 212,993 | 0 | 0 |
iShares MSCI USA Quality Facto | COM | 46432f339 | 8,741 | 137,420 | SH | | SOLE | | 137,420 | 0 | 0 |
iShares Russell 1000 Growth In | COM | 464287614 | 219 | 2,214 | SH | | SOLE | | 2,214 | 0 | 0 |
iShares Russell 2000 ETF | COM | 464287655 | 249 | 2,003 | SH | | SOLE | | 2,003 | 0 | 0 |
iShares Russell Mid Cap ETF | COM | 464287499 | 271 | 1,564 | SH | | SOLE | | 1,564 | 0 | 0 |
iShares Russell Mid Cap Value | COM | 464287473 | 303 | 4,022 | SH | | SOLE | | 4,022 | 0 | 0 |
iShares S&P 500 Index Fund | COM | 464287200 | 358 | 1,724 | SH | | SOLE | | 1,724 | 0 | 0 |
J.P. Morgan Chase & Co. | COM | 46625H100 | 13,182 | 217,597 | SH | | SOLE | | 217,597 | 0 | 0 |
Johnson & Johnson | COM | 478160104 | 2,108 | 20,955 | SH | | SOLE | | 20,955 | 0 | 0 |
Laboratory Corp. of America Ho | COM | 50540R409 | 936 | 7,422 | SH | | SOLE | | 7,422 | 0 | 0 |
Lockheed Martin Corp. | COM | 539830109 | 344 | 1,697 | SH | | SOLE | | 1,697 | 0 | 0 |
Loews Corp. | COM | 540424108 | 367 | 9,000 | SH | | SOLE | | 9,000 | 0 | 0 |
Mallinckrodt plc | COM | G5785G107 | 696 | 5,494 | SH | | SOLE | | 5,494 | 0 | 0 |
McCormick & Co., Inc. Non-Voti | COM | 579780206 | 617 | 8,000 | SH | | SOLE | | 8,000 | 0 | 0 |
McDonald's Corporation | COM | 580135101 | 873 | 8,962 | SH | | SOLE | | 8,962 | 0 | 0 |
McGraw Hill Financial, Inc. | COM | 580645109 | 1,034 | 10,000 | SH | | SOLE | | 10,000 | 0 | 0 |
Merck & Co. | COM | 58933y105 | 545 | 9,482 | SH | | SOLE | | 9,482 | 0 | 0 |
Microsoft Corporation | COM | 594918104 | 5,571 | 137,034 | SH | | SOLE | | 137,034 | 0 | 0 |
National Oilwell Varco Inc. | COM | 637071101 | 5,937 | 118,763 | SH | | SOLE | | 118,763 | 0 | 0 |
Oracle Corp. | COM | 68389X105 | 18,757 | 434,704 | SH | | SOLE | | 434,704 | 0 | 0 |
Pentair PLC | COM | G7S00T104 | 4,194 | 66,682 | SH | | SOLE | | 66,682 | 0 | 0 |
Pepsico, Inc. | COM | 713448108 | 1,805 | 18,872 | SH | | SOLE | | 18,872 | 0 | 0 |
Pfizer Inc. | COM | 717081103 | 572 | 16,436 | SH | | SOLE | | 16,436 | 0 | 0 |
PowerShares FTSE RAFI US 1000 | COM | 73935x583 | 8,538 | 93,501 | SH | | SOLE | | 93,501 | 0 | 0 |
Procter & Gamble Company | COM | 742718109 | 10,941 | 133,529 | SH | | SOLE | | 133,529 | 0 | 0 |
Rayonier, Inc. | COM | 754907103 | 237 | 8,785 | SH | | SOLE | | 8,785 | 0 | 0 |
Schlumberger Ltd. | COM | 806857108 | 6,717 | 80,500 | SH | | SOLE | | 80,500 | 0 | 0 |
SPDR S&P 500 ETF Trust | COM | 78462F103 | 56,530 | 273,845 | SH | | SOLE | | 273,845 | 0 | 0 |
State Street Corp. | COM | 857477103 | 326 | 4,438 | SH | | SOLE | | 4,438 | 0 | 0 |
Stryker Corporation | COM | 863667101 | 277 | 3,000 | SH | | SOLE | | 3,000 | 0 | 0 |
Technology Select Sector SPDR | COM | 81369Y803 | 1,299 | 31,350 | SH | | SOLE | | 31,350 | 0 | 0 |
The Hershey Company | COM | 427866108 | 262 | 2,600 | SH | | SOLE | | 2,600 | 0 | 0 |
Tyco International plc | COM | G91442106 | 1,159 | 26,913 | SH | | SOLE | | 26,913 | 0 | 0 |
Union Pacific Corp. | COM | 907818108 | 446 | 4,120 | SH | | SOLE | | 4,120 | 0 | 0 |
United Technologies | COM | 913017109 | 562 | 4,792 | SH | | SOLE | | 4,792 | 0 | 0 |
Vanguard Dividend Appreciation | COM | 921908844 | 19,266 | 239,422 | SH | | SOLE | | 239,422 | 0 | 0 |
Vanguard FTSE Developed Market | COM | 921943858 | 1,217 | 30,551 | SH | | SOLE | | 30,551 | 0 | 0 |
Vanguard FTSE Emerging Markets | COM | 922042858 | 383 | 9,362 | SH | | SOLE | | 9,362 | 0 | 0 |
Vanguard FTSE Europe ETF | COM | 922042874 | 20,350 | 375,331 | SH | | SOLE | | 375,331 | 0 | 0 |
Vanguard S&P 500 ETF | COM | 922908363 | 4,011 | 21,200 | SH | | SOLE | | 21,200 | 0 | 0 |
Vanguard Small Cap ETF | COM | 922908751 | 307 | 2,505 | SH | | SOLE | | 2,505 | 0 | 0 |
Vanguard Total Stock Market ET | COM | 922908769 | 9,138 | 85,205 | SH | | SOLE | | 85,205 | 0 | 0 |
Verizon Communications Inc. | COM | 92343v104 | 4,597 | 94,538 | SH | | SOLE | | 94,538 | 0 | 0 |
Wal-Mart Stores, Inc. | COM | 931142103 | 1,123 | 13,656 | SH | | SOLE | | 13,656 | 0 | 0 |
Wells Fargo & Company | COM | 949746101 | 20,100 | 369,477 | SH | | SOLE | | 369,477 | 0 | 0 |
Wisdom Tree Europe Hedged Equi | COM | 97717x701 | 460 | 6,950 | SH | | SOLE | | 6,950 | 0 | 0 |