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 | 604,861 | 4,686 | SH | | SOLE | | 0 | 0 | 4,686 |
ABBOTT LABORATORIES | COM | 002824100 | 216,153 | 1,911 | SH | | SOLE | | 0 | 0 | 1,911 |
ALPHABET INC CAP STOCK CL A | COM | 02079K305 | 959,940 | 5,071 | SH | | SOLE | | 0 | 0 | 5,071 |
ALPHABET INC CAP STOCK CL C | COM | 02079K107 | 797,690 | 4,189 | SH | | SOLE | | 0 | 0 | 4,189 |
AMAZON.COM INC | COM | 023135106 | 3,353,376 | 15,285 | SH | | SOLE | | 0 | 0 | 15,285 |
AMGEN INC | COM | 031162100 | 6,191,550 | 23,755 | SH | | SOLE | | 0 | 0 | 23,755 |
ANALOG DEVICES INC | COM | 032654105 | 852,814 | 4,014 | SH | | SOLE | | 0 | 0 | 4,014 |
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 297,288 | 1,800 | SH | | SOLE | | 0 | 0 | 1,800 |
APPLE INC | COM | 037833100 | 9,762,174 | 38,983 | SH | | SOLE | | 0 | 0 | 38,983 |
APPLIED MATERIALS INC | COM | 038222105 | 265,250 | 1,631 | SH | | SOLE | | 0 | 0 | 1,631 |
ATN INTL INC | COM | 00215F107 | 399,859 | 23,787 | SH | | SOLE | | 0 | 0 | 23,787 |
BANK NEW YORK MELLON CORP | COM | 064058100 | 6,887,195 | 89,642 | SH | | SOLE | | 0 | 0 | 89,642 |
BECTON DICKINSON & CO | COM | 075887109 | 2,409,586 | 10,621 | SH | | SOLE | | 0 | 0 | 10,621 |
BERKSHIRE HATHAWAY INC CL A | COM | 084670108 | 1,361,840 | 2 | SH | | SOLE | | 0 | 0 | 2 |
BERKSHIRE HATHAWAY INC CL B NE | COM | 084670702 | 2,010,297 | 4,435 | SH | | SOLE | | 0 | 0 | 4,435 |
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 306,499 | 5,419 | SH | | SOLE | | 0 | 0 | 5,419 |
CARLISLE COS INC | COM | 142339100 | 442,608 | 1,200 | SH | | SOLE | | 0 | 0 | 1,200 |
CHECK POINT SOFTWARE TECH LTD | COM | M22465104 | 7,581,140 | 40,606 | SH | | SOLE | | 0 | 0 | 40,606 |
CHUBB LIMITED | COM | H1467J104 | 2,800,853 | 10,137 | SH | | SOLE | | 0 | 0 | 10,137 |
CHURCH & DWIGHT CO INC | COM | 171340102 | 7,049,496 | 67,324 | SH | | SOLE | | 0 | 0 | 67,324 |
CINTAS CORP | COM | 172908105 | 522,522 | 2,860 | SH | | SOLE | | 0 | 0 | 2,860 |
COSTCO WHOLESALE CORP | COM | 22160K105 | 392,164 | 428 | SH | | SOLE | | 0 | 0 | 428 |
CROWDSTRIKE HOLDINGS INC CL A | COM | 22788C105 | 9,221,554 | 26,951 | SH | | SOLE | | 0 | 0 | 26,951 |
DOVER CORP | COM | 260003108 | 289,842 | 1,545 | SH | | SOLE | | 0 | 0 | 1,545 |
EATON CORP PLC | COM | G29183103 | 4,257,892 | 12,830 | SH | | SOLE | | 0 | 0 | 12,830 |
ELI LILLY & CO | COM | 532457108 | 565,104 | 732 | SH | | SOLE | | 0 | 0 | 732 |
EMERSON ELECTRIC CO | COM | 291011104 | 606,637 | 4,895 | SH | | SOLE | | 0 | 0 | 4,895 |
ENANTA PHARMACEUTICALS INC | COM | 29251M106 | 190,814 | 33,185 | SH | | SOLE | | 0 | 0 | 33,185 |
EXXON MOBILE CORP | COM | 30231G102 | 1,272,768 | 11,832 | SH | | SOLE | | 0 | 0 | 11,832 |
FEDEX CORP | COM | 31428X106 | 8,029,456 | 28,541 | SH | | SOLE | | 0 | 0 | 28,541 |
FIFTH THIRD BANCORP | COM | 316773100 | 688,065 | 16,274 | SH | | SOLE | | 0 | 0 | 16,274 |
FOMENTO ECONOMICO MEXICANO SAB | COM | 344419106 | 3,399,253 | 39,762 | SH | | SOLE | | 0 | 0 | 39,762 |
GE VERNOVA INC | COM | 36828A101 | 231,896 | 705 | SH | | SOLE | | 0 | 0 | 705 |
GENERAL ELECTRIC CO NEW | COM | 369604301 | 404,633 | 2,426 | SH | | SOLE | | 0 | 0 | 2,426 |
GENERAL MILLS INC | COM | 370334104 | 459,399 | 7,204 | SH | | SOLE | | 0 | 0 | 7,204 |
GLOBAL X GENOMICS & BIOTECHNOL | COM | 37954Y434 | 2,611,873 | 268,988 | SH | | SOLE | | 0 | 0 | 268,988 |
HERSHEY CO | COM | 427866108 | 4,957,782 | 29,275 | SH | | SOLE | | 0 | 0 | 29,275 |
HOME DEPOT INC | COM | 437076102 | 410,384 | 1,055 | SH | | SOLE | | 0 | 0 | 1,055 |
HONEYWELL INTL INC | COM | 438516106 | 779,998 | 3,453 | SH | | SOLE | | 0 | 0 | 3,453 |
HUBBELL INC | COM | 443510607 | 11,224,576 | 26,796 | SH | | SOLE | | 0 | 0 | 26,796 |
IDEXX LABORATORIES INC | COM | 45168D104 | 767,345 | 1,856 | SH | | SOLE | | 0 | 0 | 1,856 |
INTEL CORP | COM | 458140100 | 389,251 | 19,414 | SH | | SOLE | | 0 | 0 | 19,414 |
INTL BUSINESS MACHINES | COM | 459200101 | 8,520,739 | 38,761 | SH | | SOLE | | 0 | 0 | 38,761 |
ISHARES MSCI JAPAN ETF | COM | 46434G822 | 3,867,174 | 57,633 | SH | | SOLE | | 0 | 0 | 57,633 |
JOHNSON & JOHNSON | COM | 478160104 | 1,104,174 | 7,635 | SH | | SOLE | | 0 | 0 | 7,635 |
JPMORGAN CHASE & CO | COM | 46625H100 | 896,036 | 3,738 | SH | | SOLE | | 0 | 0 | 3,738 |
KELLANOVA | COM | 487836108 | 439,667 | 5,430 | SH | | SOLE | | 0 | 0 | 5,430 |
MATSON INC | COM | 57686G105 | 400,610 | 2,971 | SH | | SOLE | | 0 | 0 | 2,971 |
MCCORMICK & CO INC NON VTG | COM | 579780206 | 3,975,077 | 52,139 | SH | | SOLE | | 0 | 0 | 52,139 |
MCDONALDS CORP | COM | 580135101 | 1,495,253 | 5,158 | SH | | SOLE | | 0 | 0 | 5,158 |
MERCADOLIBRE INC | COM | 58733R102 | 5,169,338 | 3,040 | SH | | SOLE | | 0 | 0 | 3,040 |
MERCK & CO INC | COM | 58933Y105 | 1,291,449 | 12,982 | SH | | SOLE | | 0 | 0 | 12,982 |
MICROSOFT CORP | COM | 594918104 | 15,456,377 | 36,670 | SH | | SOLE | | 0 | 0 | 36,670 |
NETFLIX INC | COM | 64110L106 | 1,449,286 | 1,626 | SH | | SOLE | | 0 | 0 | 1,626 |
NEXTERA ENERGY INC | COM | 65339F101 | 251,417 | 3,507 | SH | | SOLE | | 0 | 0 | 3,507 |
NORFOLK SOUTHERN CORP | COM | 655844108 | 5,789,345 | 24,667 | SH | | SOLE | | 0 | 0 | 24,667 |
ORACLE CORP | COM | 68389X105 | 479,090 | 2,875 | SH | | SOLE | | 0 | 0 | 2,875 |
PALO ALTO NETWORKS INC | COM | 697435105 | 9,277,958 | 50,989 | SH | | SOLE | | 0 | 0 | 50,989 |
PHILIP MORRIS INTL INC | COM | 718172109 | 331,564 | 2,755 | SH | | SOLE | | 0 | 0 | 2,755 |
PNC FINANCIAL SERVICES GROUP I | COM | 693475105 | 206,928 | 1,073 | SH | | SOLE | | 0 | 0 | 1,073 |
PROCTER AND GAMBLE CO | COM | 742718109 | 1,224,348 | 7,303 | SH | | SOLE | | 0 | 0 | 7,303 |
QUALCOMM INC | COM | 747525103 | 224,692 | 1,463 | SH | | SOLE | | 0 | 0 | 1,463 |
ROCKWELL AUTOMATION INC | COM | 773903109 | 8,807,521 | 30,818 | SH | | SOLE | | 0 | 0 | 30,818 |
ROPER TECHNOLOGIES INC | COM | 776696106 | 264,604 | 509 | SH | | SOLE | | 0 | 0 | 509 |
S&P GLOBAL INC | COM | 78409V104 | 244,035 | 490 | SH | | SOLE | | 0 | 0 | 490 |
SHELL PLC SPON ADS | COM | 780259305 | 1,223,868 | 19,535 | SH | | SOLE | | 0 | 0 | 19,535 |
SHERWIN WILLIAMS CO | COM | 824348106 | 1,009,252 | 2,969 | SH | | SOLE | | 0 | 0 | 2,969 |
SONY GROUP CORP SP ADR | COM | 835699307 | 290,633 | 13,735 | SH | | SOLE | | 0 | 0 | 13,735 |
TAIWAN SEMICONDUCTOR MFG LTD S | COM | 874039100 | 607,874 | 3,078 | SH | | SOLE | | 0 | 0 | 3,078 |
TEXAS INSTRUMENTS INC | COM | 882508104 | 7,193,071 | 38,361 | SH | | SOLE | | 0 | 0 | 38,361 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 210,693 | 405 | SH | | SOLE | | 0 | 0 | 405 |
TJX COS INC | COM | 872540109 | 207,310 | 1,716 | SH | | SOLE | | 0 | 0 | 1,716 |
UNILEVER PLC SP ADR NEW | COM | 904767704 | 6,070,642 | 107,066 | SH | | SOLE | | 0 | 0 | 107,066 |
UNUM GROUP | COM | 91529Y106 | 344,921 | 4,723 | SH | | SOLE | | 0 | 0 | 4,723 |
US BANCORP DEL | COM | 902973304 | 1,050,442 | 21,962 | SH | | SOLE | | 0 | 0 | 21,962 |
VISA INC CL A | COM | 92826C839 | 214,907 | 680 | SH | | SOLE | | 0 | 0 | 680 |
WATERS CORP | COM | 941848103 | 243,734 | 657 | SH | | SOLE | | 0 | 0 | 657 |
XYLEM INC | COM | 98419M100 | 5,218,464 | 44,979 | SH | | SOLE | | 0 | 0 | 44,979 |
GOLDMAN SACHS JUST U.S. LARGE | COM | 381430396 | 346,669 | 4,170 | SH | | SOLE | | 0 | 0 | 4,170 |
ISHARES CORE MSCI EAFE ETF | COM | 46432F842 | 19,977,055 | 284,249 | SH | | SOLE | | 0 | 0 | 284,249 |
ISHARES CORE MSCI EMERGING MAR | COM | 46434G103 | 12,683,247 | 242,881 | SH | | SOLE | | 0 | 0 | 242,881 |
ISHARES CORE S&P 500 ETF | COM | 464287200 | 37,660,689 | 63,975 | SH | | SOLE | | 0 | 0 | 63,975 |
ISHARES CORE S&P MID-CAP ETF | COM | 464287507 | 42,605,771 | 683,771 | SH | | SOLE | | 0 | 0 | 683,771 |
ISHARES CORE S&P SMALL CAP ETF | COM | 464287804 | 1,845,940 | 16,021 | SH | | SOLE | | 0 | 0 | 16,021 |
ISHARES ESG AWARE MSCI EAFE ET | COM | 46435G516 | 1,431,432 | 18,800 | SH | | SOLE | | 0 | 0 | 18,800 |
ISHARES ESG AWARE MSCI EM ETF | COM | 46434G863 | 431,065 | 12,910 | SH | | SOLE | | 0 | 0 | 12,910 |
ISHARES ESG AWARE MSCI USA SMA | COM | 46435U663 | 870,014 | 20,690 | SH | | SOLE | | 0 | 0 | 20,690 |
ISHARES ESG SCREENED S&P MID-C | COM | 46436E551 | 626,703 | 14,980 | SH | | SOLE | | 0 | 0 | 14,980 |
ISHARES MICRO-CAP ETF | COM | 464288869 | 504,179 | 3,867 | SH | | SOLE | | 0 | 0 | 3,867 |
ISHARES MSCI ACWI ETF | COM | 464288257 | 320,305 | 2,726 | SH | | SOLE | | 0 | 0 | 2,726 |
ISHARES MSCI EAFE ETF | COM | 464287465 | 18,449,208 | 244,005 | SH | | SOLE | | 0 | 0 | 244,005 |
ISHARES MSCI EMERGING MARKETS | COM | 464287234 | 7,712,528 | 184,422 | SH | | SOLE | | 0 | 0 | 184,422 |
ISHARES MSCI EMERGING MARKETS | COM | 46434G764 | 484,910 | 8,745 | SH | | SOLE | | 0 | 0 | 8,745 |
ISHARES MSCI USA ESG SELECT ET | COM | 464288802 | 1,422,603 | 11,700 | SH | | SOLE | | 0 | 0 | 11,700 |
ISHARES RUSSELL 1000 GROWTH ET | COM | 464287614 | 501,573 | 1,249 | SH | | SOLE | | 0 | 0 | 1,249 |
ISHARES RUSSELL 2000 ETF | COM | 464287655 | 16,640,618 | 75,311 | SH | | SOLE | | 0 | 0 | 75,311 |
ISHARES RUSSELL 2000 GROWTH ET | COM | 464287648 | 209,245 | 727 | SH | | SOLE | | 0 | 0 | 727 |
ISHARES RUSSELL 2000 VALUE ETF | COM | 464287630 | 203,571 | 1,240 | SH | | SOLE | | 0 | 0 | 1,240 |
ISHARES RUSSELL 3000 ETF | COM | 464287689 | 1,763,169 | 5,275 | SH | | SOLE | | 0 | 0 | 5,275 |
ISHARES RUSSELL MID-CAP GROWTH | COM | 464287481 | 256,795 | 2,026 | SH | | SOLE | | 0 | 0 | 2,026 |
ISHARES S&P 100 ETF | COM | 464287101 | 625,649 | 2,166 | SH | | SOLE | | 0 | 0 | 2,166 |
ISHARES S&P 500 GROWTH ETF | COM | 464287309 | 350,278 | 3,450 | SH | | SOLE | | 0 | 0 | 3,450 |
ISHARES S&P 500 VALUE ETF | COM | 464287408 | 226,956 | 1,189 | SH | | SOLE | | 0 | 0 | 1,189 |
ISHARES S&P MID-CAP 400 VALUE | COM | 464287705 | 288,908 | 2,312 | SH | | SOLE | | 0 | 0 | 2,312 |
ISHARES SELECT DIVIDEND ETF | COM | 464287168 | 623,627 | 4,750 | SH | | SOLE | | 0 | 0 | 4,750 |
SPDR S&P 500 ETF TRUST | COM | 78462F103 | 76,339,217 | 130,254 | SH | | SOLE | | 0 | 0 | 130,254 |
SPDR S&P MIDCAP 400 ETF TRUST | COM | 78467Y107 | 39,906,924 | 70,064 | SH | | SOLE | | 0 | 0 | 70,064 |
TCW TRANSFORM 500 ETF | COM | 29287L106 | 500,067 | 7,270 | SH | | SOLE | | 0 | 0 | 7,270 |
VANGUARD FTSE ALL-WORLD EX-US | COM | 922042775 | 4,091,783 | 71,273 | SH | | SOLE | | 0 | 0 | 71,273 |
VANGUARD FTSE ALL-WORLD EX-US | COM | 922042718 | 12,446,237 | 108,720 | SH | | SOLE | | 0 | 0 | 108,720 |
VANGUARD FTSE DEVELOPED MARKET | COM | 921943858 | 14,326,824 | 299,599 | SH | | SOLE | | 0 | 0 | 299,599 |
VANGUARD FTSE EMERGING MARKETS | COM | 922042858 | 19,898,773 | 451,834 | SH | | SOLE | | 0 | 0 | 451,834 |
VANGUARD GROWTH ETF | COM | 922908736 | 304,957 | 743 | SH | | SOLE | | 0 | 0 | 743 |
VANGUARD HIGH DIVIDEND YIELD I | COM | 921946406 | 522,991 | 4,099 | SH | | SOLE | | 0 | 0 | 4,099 |
VANGUARD MID-CAP ETF | COM | 922908629 | 1,328,310 | 5,029 | SH | | SOLE | | 0 | 0 | 5,029 |
VANGUARD RUSSELL 2000 VALUE ET | COM | 92206C649 | 303,681 | 2,100 | SH | | SOLE | | 0 | 0 | 2,100 |
VANGUARD S&P 500 ETF | COM | 922908363 | 2,090,852 | 3,880 | SH | | SOLE | | 0 | 0 | 3,880 |
VANGUARD TOTAL STOCK MARKET ET | COM | 922908769 | 17,078,793 | 58,931 | SH | | SOLE | | 0 | 0 | 58,931 |
VANGUARD VALUE ETF | COM | 922908744 | 253,950 | 1,500 | SH | | SOLE | | 0 | 0 | 1,500 |
WISDOMTREE EMERGING MARKETS SM | COM | 97717W281 | 6,331,569 | 129,427 | SH | | SOLE | | 0 | 0 | 129,427 |
WISDOMTREE INDIA EARNINGS FUND | COM | 97717W422 | 1,085,575 | 23,980 | SH | | SOLE | | 0 | 0 | 23,980 |
ISHARES 0-3 MONTH TREASURY BON | COM | 46436E718 | 3,287,587 | 32,771 | SH | | SOLE | | 0 | 0 | 32,771 |
ISHARES 0-5 YEAR TIPS BOND ETF | COM | 46429B747 | 18,070,023 | 179,622 | SH | | SOLE | | 0 | 0 | 179,622 |
ISHARES 7-10 YEAR TREASURY BON | COM | 464287440 | 16,996,794 | 183,848 | SH | | SOLE | | 0 | 0 | 183,848 |
ISHARES GNMA BOND ETF | COM | 46429B333 | 15,642,748 | 364,378 | SH | | SOLE | | 0 | 0 | 364,378 |
ISHARES IBONDS DEC 2025 TERM T | COM | 46436E866 | 2,093,693 | 89,781 | SH | | SOLE | | 0 | 0 | 89,781 |
ISHARES IBONDS DEC 2026 TERM T | COM | 46436E858 | 2,096,992 | 91,933 | SH | | SOLE | | 0 | 0 | 91,933 |
ISHARES IBONDS DEC 2027 TERM T | COM | 46436E841 | 2,140,317 | 96,425 | SH | | SOLE | | 0 | 0 | 96,425 |
SPDR BLOOMBERG 3-12 MONTH T-BI | COM | 78468R523 | 6,294,736 | 63,487 | SH | | SOLE | | 0 | 0 | 63,487 |
SPDR PORTFOLIO INTERMEDIATE TE | COM | 78464A672 | 34,009,195 | 1,219,842 | SH | | SOLE | | 0 | 0 | 1,219,842 |
SPDR PORTFOLIO SHORT TERM TREA | COM | 78468R101 | 34,660,858 | 1,194,790 | SH | | SOLE | | 0 | 0 | 1,194,790 |
VANGUARD INTERMEDIATE-TERM TRE | COM | 92206C706 | 34,694,440 | 598,180 | SH | | SOLE | | 0 | 0 | 598,180 |
VANGUARD SHORT-TERM INFLATION- | COM | 922020805 | 17,642,965 | 364,373 | SH | | SOLE | | 0 | 0 | 364,373 |
VANGUARD SHORT-TERM TREASURY E | COM | 92206C102 | 35,442,500 | 609,187 | SH | | SOLE | | 0 | 0 | 609,187 |