Crestwood Advisors 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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
AMAZON COM INC COM	Stock	023135106	73,894	23,468	SH		SOLE	0	23,468	0	0
LENDINGTREE INC NEW COM	Stock	52603B107	353	1,150	SH		SOLE	0	1,150	0	0
ULTA BEAUTY INC COM	Stock	90384S303	347	1,550	SH		SOLE	0	1,550	0	0
INVESCO QQQ TRUST	ETF	46090E103	11,249	40,488	SH		SOLE	0	40,488	0	0
TECHNOLOGY SELECT SECTOR SPDR FUND	ETF	81369Y803	662	5,672	SH		SOLE	0	5,672	0	0
STARBUCKS CORP COM	Stock	855244109	6,253	72,772	SH		SOLE	0	72,772	0	0
SEMPRA ENERGY COM	Stock	816851109	251	2,121	SH		SOLE	0	2,121	0	0
XPO LOGISTICS INC COM	Stock	983793100	613	7,240	SH		SOLE	0	7,240	0	0
JOHNSON & JOHNSON COM	Stock	478160104	58,299	391,590	SH		SOLE	0	391,590	0	0
EDITAS MEDICINE INC COM	Stock	28106W103	849	30,250	SH		SOLE	0	30,250	0	0
VANGUARD TOTAL STOCK MARKET INDEX FUND	ETF	922908769	244	1,431	SH		SOLE	0	1,430	0	0
COSTCO WHSL CORP NEW COM	Stock	22160K105	29,462	82,991	SH		SOLE	0	82,991	0	0
ISHARES MSCI EMERGING MARKETS ETF	ETF	464287234	2,166	49,129	SH		SOLE	0	49,129	0	0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF	ETF	78468R739	11,475	230,106	SH		SOLE	0	230,105	0	0
ISHARES MSCI KLD 400 SOCIAL ETF	ETF	464288570	317	2,479	SH		SOLE	0	2,479	0	0
YUM BRANDS INC COM	Stock	988498101	415	4,542	SH		SOLE	0	4,542	0	0
BOSTON SCIENTIFIC CORP COM	Stock	101137107	404	10,570	SH		SOLE	0	10,570	0	0
PROCTER AND GAMBLE CO COM	Stock	742718109	22,881	164,624	SH		SOLE	0	164,623	0	0
COCA COLA CO COM	Stock	191216100	8,189	165,862	SH		SOLE	0	165,862	0	0
GENERAL MLS INC COM	Stock	370334104	282	4,566	SH		SOLE	0	4,566	0	0
ISHARES NEW YORK MUNI BOND ETF	ETF	464288323	353	6,151	SH		SOLE	0	6,151	0	0
UNITED PARCEL SERVICE INC CL B	Stock	911312106	273	1,638	SH		SOLE	0	1,638	0	0
VANGUARD REAL ESTATE ETF	ETF	922908553	13,384	169,508	SH		SOLE	0	169,508	0	0
ISHARES MSCI USA ESG SELECT ETF	ETF	464288802	255	1,735	SH		SOLE	0	1,735	0	0
APHRIA INC COM	Stock	03765K104	55	12,500	SH		SOLE	0	12,500	0	0
INTEL CORP COM	Stock	458140100	1,603	30,967	SH		SOLE	0	30,966	0	0
STATE STR CORP COM	Stock	857477103	43,009	724,912	SH		SOLE	0	724,911	0	0
MEDTRONIC PLC SHS	Stock	G5960L103	32,099	308,892	SH		SOLE	0	308,891	0	0
FORTIVE CORP COM	Stock	34959J108	29,604	388,458	SH		SOLE	0	388,458	0	0
NETFLIX INC COM	Stock	64110L106	523	1,045	SH		SOLE	0	1,045	0	0
PEOPLES UNITED FINANCIAL INC COM	Stock	712704105	375	36,400	SH		SOLE	0	36,400	0	0
SEI INVTS CO COM	Stock	784117103	15,259	300,852	SH		SOLE	0	300,852	0	0
MERCK & CO. INC COM	Stock	58933Y105	14,130	170,347	SH		SOLE	0	170,347	0	0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	464288158	835	7,727	SH		SOLE	0	7,727	0	0
SPDR S&P 500 ETF	ETF	78462F103	37,835	112,977	SH		SOLE	0	112,976	0	0
THE TRADE DESK INC COM CL A	Stock	88339J105	19,746	38,063	SH		SOLE	0	38,063	0	0
MASTERCARD INCORPORATED CL A	Stock	57636Q104	12,105	35,796	SH		SOLE	0	35,796	0	0
SPRING BK PHARMACEUTICALS INC COM	Stock	849431101	17	12,816	SH		SOLE	0	12,816	0	0
NUTANIX INC CL A	Stock	67059N108	222	10,000	SH		SOLE	0	10,000	0	0
ILLINOIS TOOL WKS INC COM	Stock	452308109	423	2,188	SH		SOLE	0	2,188	0	0
UNITED RENTALS INC COM	Stock	911363109	8,962	51,357	SH		SOLE	0	51,357	0	0
EMERSON ELEC CO COM	Stock	291011104	302	4,600	SH		SOLE	0	4,600	0	0
VERTEX PHARMACEUTICALS INC COM	Stock	92532F100	383	1,408	SH		SOLE	0	1,408	0	0
VERIZON COMMUNICATIONS INC COM	Stock	92343V104	7,391	124,244	SH		SOLE	0	124,244	0	0
PENN NATL GAMING INC COM	Stock	707569109	1,564	21,518	SH		SOLE	0	21,518	0	0
SHERWIN WILLIAMS CO COM	Stock	824348106	43,745	62,784	SH		SOLE	0	62,783	0	0
PEPSICO INC COM	Stock	713448108	31,016	223,791	SH		SOLE	0	223,790	0	0
ISHARES 1-3 YEAR TREASURY BOND ETF	ETF	464287457	1,012	11,699	SH		SOLE	0	11,699	0	0
ISHARES CALIFORNIA MUNI BOND ETF	ETF	464288356	225	3,600	SH		SOLE	0	3,600	0	0
COMPUGEN LTD ORD	Stock	M25722105	243	14,970	SH		SOLE	0	14,970	0	0
KIMBERLY CLARK CORP COM	Stock	494368103	1,730	11,719	SH		SOLE	0	11,719	0	0
OKTA INC CL A	Stock	679295105	224	1,048	SH		SOLE	0	1,048	0	0
HONEYWELL INTL INC COM	Stock	438516106	20,324	123,469	SH		SOLE	0	123,469	0	0
FORD MTR CO DEL COM	Stock	345370860	91	13,700	SH		SOLE	0	13,700	0	0
US BANCORP DEL COM NEW	Stock	902973304	834	23,260	SH		SOLE	0	23,259	0	0
HOME DEPOT INC COM	Stock	437076102	52,086	187,559	SH		SOLE	0	187,558	0	0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	ETF	78464A375	884	24,052	SH		SOLE	0	24,052	0	0
IOVANCE BIOTHERAPEUTICS INC COM	Stock	462260100	346	10,500	SH		SOLE	0	10,500	0	0
SPDR GOLD SHARES	ETF	78463V107	12,092	68,271	SH		SOLE	0	68,271	0	0
ISORAY INC COM	Stock	46489V104	32	54,824	SH		SOLE	0	54,824	0	0
BLACK KNIGHT INC COM	Stock	09215C105	32,108	368,850	SH		SOLE	0	368,850	0	0
ISHARES RUSSELL 1000 GROWTH ETF	ETF	464287614	3,020	13,924	SH		SOLE	0	13,923	0	0
SCHWAB U.S. BROAD MARKET ETF	ETF	808524102	984	12,353	SH		SOLE	0	12,353	0	0
SCHWAB INTERNATIONAL EQUITY ETF	ETF	808524805	743	23,651	SH		SOLE	0	23,651	0	0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	ETF	78464A474	284	9,065	SH		SOLE	0	9,065	0	0
ISHARES S&P SMALL-CAP FUND	ETF	464287804	22,443	319,566	SH		SOLE	0	319,565	0	0
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	084670702	46,400	217,910	SH		SOLE	0	217,910	0	0
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	808524706	418	15,615	SH		SOLE	0	15,615	0	0
ADOBE SYSTEMS INCORPORATED COM	Stock	00724F101	40,485	82,550	SH		SOLE	0	82,550	0	0
ALPHABET INC CAP STK CL A	Stock	02079K305	48,133	32,842	SH		SOLE	0	32,841	0	0
FISERV INC COM	Stock	337738108	24,329	236,092	SH		SOLE	0	236,092	0	0
OREILLY AUTOMOTIVE INC COM	Stock	67103H107	293	635	SH		SOLE	0	635	0	0
CONSTELLATION BRANDS INC CL A	Stock	21036P108	27,390	144,532	SH		SOLE	0	144,531	0	0
SENSATA TECHNOLOGIES HLDNG PLC SHS	Stock	G8060N102	21,052	488,000	SH		SOLE	0	487,999	0	0
COMCAST CORP NEW CL A	Stock	20030N101	485	10,493	SH		SOLE	0	10,493	0	0
MICROSOFT CORP COM	Stock	594918104	135,198	642,805	SH		SOLE	0	642,804	0	0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	ETF	46435U663	929	35,024	SH		SOLE	0	35,024	0	0
DOCUSIGN INC COM	Stock	256163106	436	2,025	SH		SOLE	0	2,025	0	0
CVS HEALTH CORP COM	Stock	126650100	23,926	409,696	SH		SOLE	0	409,695	0	0
ZILLOW GROUP INC	Convertible	98954MAC5	43	30,000	SH		SOLE	0	30,000	0	0
VARIAN MED SYS INC COM	Stock	92220P105	498	2,895	SH		SOLE	0	2,895	0	0
MACQUARIE INFRASTRUCTURE CORP COM	Stock	55608B105	1,694	62,988	SH		SOLE	0	62,988	0	0
BERKSHIRE HATHAWAY INC DEL CL A	Stock	084670108	13,120	41	SH		SOLE	0	41	0	0
BOEING CO COM	Stock	097023105	441	2,667	SH		SOLE	0	2,666	0	0
VANGUARD SMALL-CAP INDEX FUND	ETF	922908751	4,272	27,775	SH		SOLE	0	27,774	0	0
VANGUARD MID-CAP INDEX FUND	ETF	922908629	4,723	26,794	SH		SOLE	0	26,794	0	0
NEXTERA ENERGY INC COM	Stock	65339F101	493	1,777	SH		SOLE	0	1,777	0	0
NIKE INC CL B	Stock	654106103	6,104	48,623	SH		SOLE	0	48,623	0	0
TESLA INC COM	Stock	88160R101	1,510	3,520	SH		SOLE	0	3,520	0	0
VANGUARD HEALTH CARE INDEX FUND	ETF	92204A504	259	1,272	SH		SOLE	0	1,272	0	0
FINANCIAL SELECT SECTOR SPDR FUND	ETF	81369Y605	216	8,973	SH		SOLE	0	8,973	0	0
NORFOLK SOUTHN CORP COM	Stock	655844108	882	4,123	SH		SOLE	0	4,123	0	0
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT	Stock	G16258108	807	15,358	SH		SOLE	0	15,358	0	0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND	ETF	92204A702	648	2,079	SH		SOLE	0	2,079	0	0
AMPHENOL CORP NEW CL A	Stock	032095101	19,659	181,572	SH		SOLE	0	181,572	0	0
VANGUARD S&P 500 ETF	ETF	922908363	9,460	30,749	SH		SOLE	0	30,748	0	0
GOLDMAN SACHS HUMAN EVOLUTION ETF	ETF	381430297	1,973	30,705	SH		SOLE	0	30,705	0	0
SPDR S&P 600 SMALL CAP ETF	ETF	78464A813	32,411	532,464	SH		SOLE	0	532,463	0	0
BOOKING HOLDINGS INC COM	Stock	09857L108	19,388	11,334	SH		SOLE	0	11,334	0	0
LILLY ELI & CO COM	Stock	532457108	460	3,107	SH		SOLE	0	3,107	0	0
AIR PRODS & CHEMS INC COM	Stock	009158106	211	707	SH		SOLE	0	707	0	0
PELOTON INTERACTIVE INC CL A COM	Stock	70614W100	281	2,835	SH		SOLE	0	2,835	0	0
AGENUS INC COM NEW	Stock	00847G705	132	32,928	SH		SOLE	0	32,928	0	0
DRAFTKINGS INC COM CL A	Stock	26142R104	253	4,300	SH		SOLE	0	4,300	0	0
ISHARES RUSSELL 2000 ETF	ETF	464287655	582	3,886	SH		SOLE	0	3,886	0	0
DUKE ENERGY CORP NEW COM NEW	Stock	26441C204	540	6,101	SH		SOLE	0	6,101	0	0
CARRIER GLOBAL CORPORATION COM	Stock	14448C104	2,116	69,286	SH		SOLE	0	69,285	0	0
INVESCO S&P 500 LOW VOLATILITY ETF	ETF	46138E354	1,536	28,644	SH		SOLE	0	28,644	0	0
AMERICAN ELEC PWR CO INC COM	Stock	025537101	1,211	14,822	SH		SOLE	0	14,822	0	0
EVERSOURCE ENERGY COM	Stock	30040W108	709	8,480	SH		SOLE	0	8,480	0	0
SNOWFLAKE INC CL A	Stock	833445109	203	810	SH		SOLE	0	810	0	0
CHEFS WHSE INC COM	Stock	163086101	274	18,842	SH		SOLE	0	18,842	0	0
SCHWAB US AGGREGATE BOND ETF	ETF	808524839	563	10,043	SH		SOLE	0	10,043	0	0
STAG INDL INC COM	REIT	85254J102	214	7,017	SH		SOLE	0	7,017	0	0
VANGUARD MID-CAP GROWTH INDEX FUND	ETF	922908538	653	3,626	SH		SOLE	0	3,626	0	0
XYLEM INC COM	Stock	98419M100	24,197	287,650	SH		SOLE	0	287,650	0	0
CAMBRIDGE BANCORP COM	Stock	132152109	262	4,924	SH		SOLE	0	4,923	0	0
VISA INC COM CL A	Stock	92826C839	76,148	380,800	SH		SOLE	0	380,799	0	0
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	46429B697	28,177	442,127	SH		SOLE	0	442,127	0	0
VANGUARD SMALL-CAP GROWTH INDEX FUND	ETF	922908595	652	3,032	SH		SOLE	0	3,032	0	0
VANGUARD GROWTH INDEX FUND	ETF	922908736	719	3,159	SH		SOLE	0	3,159	0	0
AMERICAN TOWER CORP NEW COM	REIT	03027X100	5,669	23,453	SH		SOLE	0	23,453	0	0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	464287150	13,910	184,269	SH		SOLE	0	184,268	0	0
FACEBOOK INC CL A	Stock	30303M102	34,712	132,541	SH		SOLE	0	132,541	0	0
ISHARES AAA - A RATED CORPORATE BOND ETF	ETF	46429B291	389	6,725	SH		SOLE	0	6,725	0	0
SERVICENOW INC COM	Stock	81762P102	5,301	10,929	SH		SOLE	0	10,929	0	0
NATURAL GROCERS BY VITAMIN COT COM	Stock	63888U108	374	37,964	SH		SOLE	0	37,964	0	0
MONDELEZ INTL INC CL A	Stock	609207105	769	13,382	SH		SOLE	0	13,382	0	0
WP CAREY INC COM	REIT	92936U109	570	8,755	SH		SOLE	0	8,755	0	0
BROADCOM INC COM	Stock	11135F101	245	673	SH		SOLE	0	673	0	0
ISHARES CORE MSCI EAFE ETF	ETF	46432F842	48,691	807,722	SH		SOLE	0	807,721	0	0
ACCENTURE PLC IRELAND SHS CLASS A	Stock	G1151C101	45,664	202,063	SH		SOLE	0	202,063	0	0
NVIDIA CORPORATION COM	Stock	67066G104	776	1,434	SH		SOLE	0	1,434	0	0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	464288646	2,392	43,557	SH		SOLE	0	43,556	0	0
ISHARES SHORT TREASURY BOND ETF	ETF	464288679	348	3,145	SH		SOLE	0	3,145	0	0
BALL CORP COM	Stock	058498106	582	7,000	SH		SOLE	0	7,000	0	0
ABBVIE INC COM	Stock	00287Y109	927	10,581	SH		SOLE	0	10,581	0	0
CANADIAN IMP BK COMM COM	Stock	136069101	668	8,936	SH		SOLE	0	8,936	0	0
SPDR S&P BIOTECH ETF	ETF	78464A870	1,099	9,867	SH		SOLE	0	9,867	0	0
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	46434G103	6,048	114,542	SH		SOLE	0	114,542	0	0
ISHARES CORE 1-5 YEAR USD BOND ETF	ETF	46432F859	13,981	271,207	SH		SOLE	0	271,206	0	0
ZOETIS INC CL A	Stock	98978V103	30,920	186,982	SH		SOLE	0	186,982	0	0
ISHARES RUSSELL 2000 GROWTH ETF	ETF	464287648	989	4,463	SH		SOLE	0	4,462	0	0
INVESCO S&P 500 QUALITY ETF	ETF	46137V241	1,275	32,978	SH		SOLE	0	32,978	0	0
PALATIN TECHNOLOGIES INC COM PAR $ .01	Stock	696077403	12	25,000	SH		SOLE	0	25,000	0	0
BLACKSTONE GROUP INC COM CL A	Stock	09260D107	42,020	804,989	SH		SOLE	0	804,989	0	0
ANSYS INC COM	Stock	03662Q105	363	1,110	SH		SOLE	0	1,110	0	0
STRYKER CORPORATION COM	Stock	863667101	34,591	166,011	SH		SOLE	0	166,011	0	0
QUDIAN INC ADR	ADR	747798106	27	22,050	SH		SOLE	0	22,050	0	0
GENERAL DYNAMICS CORP COM	Stock	369550108	579	4,182	SH		SOLE	0	4,182	0	0
RESMED INC COM	Stock	761152107	35,101	204,750	SH		SOLE	0	204,750	0	0
INTUITIVE SURGICAL INC COM NEW	Stock	46120E602	236	332	SH		SOLE	0	332	0	0
MCDONALDS CORP COM	Stock	580135101	6,158	28,056	SH		SOLE	0	28,056	0	0
AMETEK INC COM	Stock	031100100	298	3,000	SH		SOLE	0	3,000	0	0
CISCO SYS INC COM	Stock	17275R102	39,907	1,013,127	SH		SOLE	0	1,013,126	0	0
CAPITAL ONE FINL CORP COM	Stock	14040H105	5,582	77,684	SH		SOLE	0	77,684	0	0
AT&T INC COM	Stock	00206R102	2,327	81,619	SH		SOLE	0	81,619	0	0
VANGUARD FINANCIALS INDEX FUND	ETF	92204A405	277	4,735	SH		SOLE	0	4,735	0	0
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND	ETF	464287556	30,703	226,742	SH		SOLE	0	226,741	0	0
GENERAL ELECTRIC CO COM	Stock	369604103	390	62,561	SH		SOLE	0	62,561	0	0
ISHARES S&P SMALL-CAP 600 GROWTH ETF	ETF	464287887	1,170	6,630	SH		SOLE	0	6,630	0	0
NOKIA CORP SPONSORED ADR	ADR	654902204	39	10,000	SH		SOLE	0	10,000	0	0
ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	46432F396	14,876	100,919	SH		SOLE	0	100,919	0	0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	78468R853	21,953	801,804	SH		SOLE	0	801,804	0	0
LULULEMON ATHLETICA INC COM	Stock	550021109	4,611	13,998	SH		SOLE	0	13,998	0	0
ISHARES S&P 500 GROWTH ETF	ETF	464287309	968	4,191	SH		SOLE	0	4,191	0	0
ISHARES CORE S&P 500 ETF	ETF	464287200	11,577	34,448	SH		SOLE	0	34,448	0	0
WELLS FARGO CO NEW COM	Stock	949746101	1,739	73,986	SH		SOLE	0	73,985	0	0
UNION PAC CORP COM	Stock	907818108	539	2,736	SH		SOLE	0	2,736	0	0
SALESFORCE COM INC COM	Stock	79466L302	943	3,753	SH		SOLE	0	3,753	0	0
MCCORMICK & CO INC COM NON VTG	Stock	579780206	38,830	200,060	SH		SOLE	0	200,060	0	0
NORTHROP GRUMMAN CORP COM	Stock	666807102	298	944	SH		SOLE	0	944	0	0
THERMO FISHER SCIENTIFIC INC COM	Stock	883556102	1,352	3,063	SH		SOLE	0	3,063	0	0
LOCKHEED MARTIN CORP COM	Stock	539830109	41,553	108,413	SH		SOLE	0	108,412	0	0
UMH PPTYS INC COM	REIT	903002103	188	13,896	SH		SOLE	0	13,896	0	0
JPMORGAN CHASE & CO COM	Stock	46625H100	27,958	290,408	SH		SOLE	0	290,407	0	0
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	464288638	210	3,460	SH		SOLE	0	3,460	0	0
CHEVRON CORP NEW COM	Stock	166764100	7,553	104,901	SH		SOLE	0	104,901	0	0
ISHARES NATIONAL MUNI BOND ETF	ETF	464288414	95,195	821,143	SH		SOLE	0	821,143	0	0
MARKEL CORP COM	Stock	570535104	243	250	SH		SOLE	0	250	0	0
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	921943858	402	9,826	SH		SOLE	0	9,826	0	0
DANAHER CORPORATION COM	Stock	235851102	38,927	180,778	SH		SOLE	0	180,778	0	0
TJX COS INC NEW COM	Stock	872540109	37,043	665,694	SH		SOLE	0	665,694	0	0
BK OF AMERICA CORP COM	Stock	060505104	38,159	1,584,036	SH		SOLE	0	1,584,035	0	0
WALMART INC COM	Stock	931142103	735	5,255	SH		SOLE	0	5,254	0	0
INTERNATIONAL BUSINESS MACHS COM	Stock	459200101	2,092	17,194	SH		SOLE	0	17,194	0	0
ORACLE CORP COM	Stock	68389X105	8,974	150,318	SH		SOLE	0	150,318	0	0
RAYTHEON TECHNOLOGIES CORP COM	Stock	75513E101	5,034	87,480	SH		SOLE	0	87,479	0	0
VANGUARD FTSE EMERGING MARKETS ETF	ETF	922042858	1,554	35,928	SH		SOLE	0	35,928	0	0
TEXAS INSTRS INC COM	Stock	882508104	353	2,473	SH		SOLE	0	2,473	0	0
VANGUARD HIGH DIVIDEND YIELD ETF	ETF	921946406	206	2,550	SH		SOLE	0	2,550	0	0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF	ETF	78468R721	13,409	258,205	SH		SOLE	0	258,205	0	0
PFIZER INC COM	Stock	717081103	999	27,227	SH		SOLE	0	27,226	0	0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	464287242	770	5,716	SH		SOLE	0	5,716	0	0
MORGAN STANLEY COM NEW	Stock	617446448	576	11,916	SH		SOLE	0	11,916	0	0
3M Company	Stock	88579Y101	578	3,608	SH		SOLE	0	3,608	0	0
GILEAD SCIENCES INC COM	Stock	375558103	555	8,786	SH		SOLE	0	8,786	0	0
CATERPILLAR INC DEL COM	Stock	149123101	476	3,188	SH		SOLE	0	3,188	0	0
ALPHABET INC CAP STK CL C	Stock	02079K107	38,497	26,195	SH		SOLE	0	26,195	0	0
AMERICAN EXPRESS CO COM	Stock	025816109	635	6,335	SH		SOLE	0	6,334	0	0
AMGEN INC COM	Stock	031162100	1,180	4,644	SH		SOLE	0	4,643	0	0
OTIS WORLDWIDE CORP COM	Stock	68902V107	1,884	30,191	SH		SOLE	0	30,190	0	0
WILLIAMS COS INC COM	Stock	969457100	9,549	485,952	SH		SOLE	0	485,952	0	0
VANGUARD DIVIDEND APPRECIATION INDEX FUND	ETF	921908844	6,710	52,151	SH		SOLE	0	52,150	0	0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM	Stock	31620R303	211	6,731	SH		SOLE	0	6,731	0	0
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	464287226	10,426	88,308	SH		SOLE	0	88,307	0	0
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	464287606	1,176	4,917	SH		SOLE	0	4,917	0	0
ALIBABA GROUP HLDG LTD SPONSORED ADS	ADR	01609W102	378	1,287	SH		SOLE	0	1,287	0	0
CIMPRESS PLC SHS EURO	Stock	G2143T103	225	2,994	SH		SOLE	0	2,994	0	0
Daktari	Stock	234264109	41	40,989	SH		SOLE	0	40,988	0	0
VANGUARD SHORT-TERM BOND INDEX FUND	ETF	921937827	3,686	44,386	SH		SOLE	0	44,386	0	0
ULTRAGENYX PHARMACEUTICAL INC COM	Stock	90400D108	2,549	31,008	SH		SOLE	0	31,008	0	0
PHILIP MORRIS INTL INC COM	Stock	718172109	5,843	77,914	SH		SOLE	0	77,914	0	0
HILL ROM HLDGS INC COM	Stock	431475102	267	3,200	SH		SOLE	0	3,200	0	0
BRISTOL-MYERS SQUIBB CO COM	Stock	110122108	291	4,832	SH		SOLE	0	4,832	0	0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	ETF	46641Q209	23,117	447,911	SH		SOLE	0	447,910	0	0
ALTRIA GROUP INC COM	Stock	02209S103	840	21,748	SH		SOLE	0	21,748	0	0
AMERICAN WTR WKS CO INC NEW COM	Stock	030420103	236	1,631	SH		SOLE	0	1,631	0	0
EXXON MOBIL CORP COM	Stock	30231G102	2,404	70,034	SH		SOLE	0	70,033	0	0
TRAVELERS COMPANIES INC COM	Stock	89417E109	16,000	147,895	SH		SOLE	0	147,895	0	0
LOWES COS INC COM	Stock	548661107	892	5,378	SH		SOLE	0	5,378	0	0
COLGATE PALMOLIVE CO COM	Stock	194162103	20,063	260,056	SH		SOLE	0	260,056	0	0
SHOPIFY INC CLS A	Stock	82509L107	7,351	7,186	SH		SOLE	0	7,186	0	0
TELADOC HEALTH INC COM	Stock	87918A105	526	2,397	SH		SOLE	0	2,397	0	0
PAYPAL HLDGS INC COM	Stock	70450Y103	11,957	60,686	SH		SOLE	0	60,686	0	0
SCHWAB CHARLES CORP COM	Stock	808513105	14,997	413,942	SH		SOLE	0	413,942	0	0
CROWN CASTLE INTL CORP NEW COM	REIT	22822V101	32,967	198,002	SH		SOLE	0	198,002	0	0
BLACKROCK INC COM	Stock	09247X101	223	396	SH		SOLE	0	396	0	0
CBRE GROUP INC CL A	Stock	12504L109	2,806	59,730	SH		SOLE	0	59,730	0	0
ISHARES S&P MIDCAP FUND	ETF	464287507	2,193	11,836	SH		SOLE	0	11,836	0	0
ISHARES MSCI EAFE ETF	ETF	464287465	31,449	494,087	SH		SOLE	0	494,087	0	0
APPLE INC COM	Stock	037833100	183,968	1,588,570	SH		SOLE	0	1,588,570	0	0
PJT PARTNERS INC COM CL A	Stock	69343T107	851	14,036	SH		SOLE	0	14,036	0	0
ABBOTT LABS COM	Stock	002824100	12,857	118,136	SH		SOLE	0	118,136	0	0
DISNEY WALT CO COM DISNEY	Stock	254687106	28,753	231,727	SH		SOLE	0	231,726	0	0
ISHARES RUSSELL 1000 ETF	ETF	464287622	549	2,932	SH		SOLE	0	2,932	0	0
MARSH & MCLENNAN COS INC COM	Stock	571748102	21,227	185,065	SH		SOLE	0	185,064	0	0
ISHARES RUSSELL 1000 VALUE ETF	ETF	464287598	653	5,526	SH		SOLE	0	5,526	0	0
ISHARES MORNINGSTAR LARGE-CAP ETF	ETF	464287127	3,077	15,782	SH		SOLE	0	15,782	0	0