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 | COM | 023135106 | 8,334 | 5,549 | SH | | SOLE | NONE | 5,549 | 0 | 0 |
ALEXANDRIA REAL ESTATE EQ INC COM | COM | 015271109 | 221 | 1,925 | SH | | SOLE | NONE | 1,925 | 0 | 0 |
INVESCO QQQ TRUST | UNIT SER 1 | 46090E103 | 705 | 4,571 | SH | | SOLE | NONE | 4,571 | 0 | 0 |
TECHNOLOGY SELECT SECTOR SPDR FUND | TECHNOLOGY | 81369Y803 | 570 | 9,202 | SH | | SOLE | NONE | 9,202 | 0 | 0 |
DELUXE CORP COM | COM | 248019101 | 379 | 9,865 | SH | | SOLE | NONE | 9,865 | 0 | 0 |
JOHNSON & JOHNSON COM | COM | 478160104 | 2,581 | 20,001 | SH | | SOLE | NONE | 20,001 | 0 | 0 |
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN | UNIT LTD PARTN | 01881G106 | 979 | 35,865 | SH | | SOLE | NONE | 35,865 | 0 | 0 |
ISHARES MSCI EMERGING MARKETS ETF | MSCI EMG MKT ETF | 464287234 | 3,828 | 98,023 | SH | | SOLE | NONE | 98,023 | 0 | 0 |
YUM BRANDS INC COM | COM | 988498101 | 484 | 5,267 | SH | | SOLE | NONE | 5,267 | 0 | 0 |
PROCTER AND GAMBLE CO COM | COM | 742718109 | 1,436 | 15,631 | SH | | SOLE | NONE | 15,631 | 0 | 0 |
COCA COLA CO COM | COM | 191216100 | 1,075 | 22,708 | SH | | SOLE | NONE | 22,708 | 0 | 0 |
S&P GLOBAL INC COM | COM | 78409V104 | 320 | 1,887 | SH | | SOLE | NONE | 1,887 | 0 | 0 |
INTEL CORP COM | COM | 458140100 | 669 | 14,266 | SH | | SOLE | NONE | 14,266 | 0 | 0 |
STATE STR CORP COM | COM | 857477103 | 302 | 4,790 | SH | | SOLE | NONE | 4,790 | 0 | 0 |
NETFLIX INC COM | COM | 64110L106 | 364 | 1,362 | SH | | SOLE | NONE | 1,362 | 0 | 0 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF | UT SER 1 | 78467X109 | 384 | 1,650 | SH | | SOLE | NONE | 1,650 | 0 | 0 |
MERCK & CO INC COM | COM | 58933Y105 | 2,320 | 30,363 | SH | | SOLE | NONE | 30,363 | 0 | 0 |
SPDR S&P 500 ETF | TR UNIT | 78462F103 | 1,388 | 5,554 | SH | | SOLE | NONE | 5,554 | 0 | 0 |
MASTERCARD INCORPORATED CL A | CL A | 57636Q104 | 4,174 | 22,126 | SH | | SOLE | NONE | 22,126 | 0 | 0 |
EMERSON ELEC CO COM | COM | 291011104 | 366 | 6,127 | SH | | SOLE | NONE | 6,127 | 0 | 0 |
ISHARES TIPS BOND ETF | TIPS BD ETF | 464287176 | 1,434 | 13,103 | SH | | SOLE | NONE | 13,103 | 0 | 0 |
ISHARES GLOBAL HEALTHCARE ETF | GLOB HLTHCRE ETF | 464287325 | 286 | 5,060 | SH | | SOLE | NONE | 5,060 | 0 | 0 |
VERIZON COMMUNICATIONS INC COM | COM | 92343V104 | 604 | 10,759 | SH | | SOLE | NONE | 10,759 | 0 | 0 |
PEPSICO INC COM | COM | 713448108 | 1,012 | 9,166 | SH | | SOLE | NONE | 9,166 | 0 | 0 |
HONEYWELL INTL INC COM | COM | 438516106 | 305 | 2,312 | SH | | SOLE | NONE | 2,312 | 0 | 0 |
HOME DEPOT INC COM | COM | 437076102 | 981 | 5,710 | SH | | SOLE | NONE | 5,710 | 0 | 0 |
BAXTER INTL INC COM | COM | 071813109 | 205 | 3,116 | SH | | SOLE | NONE | 3,116 | 0 | 0 |
AUTOMATIC DATA PROCESSING INC COM | COM | 053015103 | 840 | 6,412 | SH | | SOLE | NONE | 6,412 | 0 | 0 |
DOWDUPONT INC COM | COM | 26078J100 | 224 | 4,192 | SH | | SOLE | NONE | 4,192 | 0 | 0 |
SPDR GOLD SHARES | GOLD SHS | 78463V107 | 3,408 | 28,113 | SH | | SOLE | NONE | 28,113 | 0 | 0 |
SOUTHERN CO COM | COM | 842587107 | 705 | 16,071 | SH | | SOLE | NONE | 16,071 | 0 | 0 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 084670702 | 3,598 | 17,624 | SH | | SOLE | NONE | 17,624 | 0 | 0 |
ADOBE INC COM | COM | 00724F101 | 309 | 1,368 | SH | | SOLE | NONE | 1,368 | 0 | 0 |
WEYERHAEUSER CO COM | COM | 962166104 | 494 | 22,608 | SH | | SOLE | NONE | 22,608 | 0 | 0 |
ALPHABET INC CAP STK CL A | CAP STK CL A | 02079K305 | 4,190 | 4,010 | SH | | SOLE | NONE | 4,010 | 0 | 0 |
MICROSOFT CORP COM | COM | 594918104 | 6,807 | 67,025 | SH | | SOLE | NONE | 67,025 | 0 | 0 |
CVS HEALTH CORP COM | COM | 126650100 | 1,331 | 20,322 | SH | | SOLE | NONE | 20,322 | 0 | 0 |
TEXTRON INC COM | COM | 883203101 | 375 | 8,163 | SH | | SOLE | NONE | 8,163 | 0 | 0 |
BOEING CO COM | COM | 097023105 | 1,409 | 4,370 | SH | | SOLE | NONE | 4,370 | 0 | 0 |
NEXTERA ENERGY INC COM | COM | 65339F101 | 1,728 | 9,945 | SH | | SOLE | NONE | 9,945 | 0 | 0 |
CONNECTICUT WTR SVC INC COM | COM | 207797101 | 266 | 3,990 | SH | | SOLE | NONE | 3,990 | 0 | 0 |
FINANCIAL SELECT SECTOR SPDR FUND | SBI INT-FINL | 81369Y605 | 425 | 17,855 | SH | | SOLE | NONE | 17,855 | 0 | 0 |
NORFOLK SOUTHERN CORP COM | COM | 655844108 | 210 | 1,410 | SH | | SOLE | NONE | 1,410 | 0 | 0 |
BOSTON PROPERTIES INC COM | COM | 101121101 | 582 | 5,174 | SH | | SOLE | NONE | 5,174 | 0 | 0 |
PUBLIC STORAGE COM | COM | 74460D109 | 486 | 2,403 | SH | | SOLE | NONE | 2,403 | 0 | 0 |
WALGREENS BOOTS ALLIANCE INC COM | COM | 931427108 | 404 | 5,918 | SH | | SOLE | NONE | 5,918 | 0 | 0 |
BROOKFIELD ASSET MGMT INC CL A LTD VT SH | CL A LTD VT SH | 112585104 | 1,228 | 32,027 | SH | | SOLE | NONE | 32,027 | 0 | 0 |
WELLTOWER INC COM | COM | 95040Q104 | 323 | 4,658 | SH | | SOLE | NONE | 4,658 | 0 | 0 |
ILLUMINA INC COM | COM | 452327109 | 347 | 1,160 | SH | | SOLE | NONE | 1,160 | 0 | 0 |
LILLY ELI & CO COM | COM | 532457108 | 1,377 | 11,900 | SH | | SOLE | NONE | 11,900 | 0 | 0 |
INVESCO SENIOR LOAN ETF | SR LN ETF | 46138G508 | 2,258 | 103,679 | SH | | SOLE | NONE | 103,679 | 0 | 0 |
AMERICAN ELEC PWR INC COM | COM | 025537101 | 339 | 4,545 | SH | | SOLE | NONE | 4,545 | 0 | 0 |
EVERSOURCE ENERGY COM | COM | 30040W108 | 458 | 7,047 | SH | | SOLE | NONE | 7,047 | 0 | 0 |
DUNKIN BRANDS GROUP INC COM | COM | 265504100 | 353 | 5,520 | SH | | SOLE | NONE | 5,520 | 0 | 0 |
INVESCO FTSE RAFI US 1000 ETF | FTSE RAFI 1000 | 46137V613 | 840 | 8,271 | SH | | SOLE | NONE | 8,271 | 0 | 0 |
VISA INC COM CL A | COM CL A | 92826C839 | 4,266 | 32,340 | SH | | SOLE | NONE | 32,340 | 0 | 0 |
HARRIS CORP DEL COM | COM | 413875105 | 244 | 1,817 | SH | | SOLE | NONE | 1,817 | 0 | 0 |
PHILLIPS 66 COM | COM | 718546104 | 274 | 3,189 | SH | | SOLE | NONE | 3,189 | 0 | 0 |
FACEBOOK INC CL A | CL A | 30303M102 | 3,633 | 27,719 | SH | | SOLE | NONE | 27,719 | 0 | 0 |
DUKE ENERGY CORP NEW COM NEW | COM NEW | 26441C204 | 467 | 5,421 | SH | | SOLE | NONE | 5,421 | 0 | 0 |
D R HORTON INC COM | COM | 23331A109 | 382 | 11,042 | SH | | SOLE | NONE | 11,042 | 0 | 0 |
MOODYS CORP COM | COM | 615369105 | 557 | 3,981 | SH | | SOLE | NONE | 3,981 | 0 | 0 |
NOVARTIS A G SPONSORED ADR | SPONSORED ADR | 66987V109 | 327 | 3,811 | SH | | SOLE | NONE | 3,811 | 0 | 0 |
ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 | 874 | 15,901 | SH | | SOLE | NONE | 15,901 | 0 | 0 |
ACCENTURE PLC IRELAND SHS CLASS A | SHS CLASS A | G1151C101 | 534 | 3,789 | SH | | SOLE | NONE | 3,789 | 0 | 0 |
ENBRIDGE INC COM | COM | 29250N105 | 864 | 27,815 | SH | | SOLE | NONE | 27,815 | 0 | 0 |
NVIDIA CORP COM | COM | 67066G104 | 636 | 4,766 | SH | | SOLE | NONE | 4,766 | 0 | 0 |
ABBVIE INC COM | COM | 00287Y109 | 1,432 | 15,541 | SH | | SOLE | NONE | 15,541 | 0 | 0 |
ISHARES CORE MSCI EMERGING MARKETS ETF | CORE MSCI EMKT | 46434G103 | 1,006 | 21,340 | SH | | SOLE | NONE | 21,340 | 0 | 0 |
STRYKER CORP COM | COM | 863667101 | 1,087 | 6,940 | SH | | SOLE | NONE | 6,940 | 0 | 0 |
RAYTHEON CO COM NEW | COM NEW | 755111507 | 2,125 | 13,859 | SH | | SOLE | NONE | 13,859 | 0 | 0 |
SPDR BLACKSTONE/ GSO SENIOR LOAN ETF | BLKSTN GSOSRLN | 78467V608 | 202 | 4,522 | SH | | SOLE | NONE | 4,522 | 0 | 0 |
MCDONALDS CORP COM | COM | 580135101 | 1,236 | 6,963 | SH | | SOLE | NONE | 6,963 | 0 | 0 |
CISCO SYS INC COM | COM | 17275R102 | 1,037 | 23,944 | SH | | SOLE | NONE | 23,944 | 0 | 0 |
ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND | MSCI EM ASIA ETF | 464286426 | 1,295 | 21,290 | SH | | SOLE | NONE | 21,290 | 0 | 0 |
AT&T INC COM | COM | 00206R102 | 392 | 13,758 | SH | | SOLE | NONE | 13,758 | 0 | 0 |
ENERGY SELECT SECTOR SPDR FUND | ENERGY | 81369Y506 | 347 | 6,053 | SH | | SOLE | NONE | 6,053 | 0 | 0 |
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | NASDAQ BIOTECH | 464287556 | 330 | 3,430 | SH | | SOLE | NONE | 3,430 | 0 | 0 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | IBOXX HI YD ETF | 464288513 | 5,593 | 68,968 | SH | | SOLE | NONE | 68,968 | 0 | 0 |
INDUSTRIAL SELECT SECTOR SPDR FUND | SBI INT-INDS | 81369Y704 | 215 | 3,343 | SH | | SOLE | NONE | 3,343 | 0 | 0 |
ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | 234 | 932 | SH | | SOLE | NONE | 932 | 0 | 0 |
ISHARES U.S. PREFERRED STOCK ETF | S&P US PFD STK | 464288687 | 3,900 | 113,942 | SH | | SOLE | NONE | 113,942 | 0 | 0 |
NORTHROP GRUMMAN CORP COM | COM | 666807102 | 514 | 2,099 | SH | | SOLE | NONE | 2,099 | 0 | 0 |
LOCKHEED MARTIN CORP COM | COM | 539830109 | 1,305 | 4,985 | SH | | SOLE | NONE | 4,985 | 0 | 0 |
JPMORGAN CHASE & CO COM | COM | 46625H100 | 1,981 | 20,294 | SH | | SOLE | NONE | 20,294 | 0 | 0 |
CHEVRON CORP NEW COM | COM | 166764100 | 1,590 | 14,621 | SH | | SOLE | NONE | 14,621 | 0 | 0 |
ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | 464288414 | 457 | 4,200 | SH | | SOLE | NONE | 4,200 | 0 | 0 |
CONOCOPHILLIPS COM | COM | 20825C104 | 663 | 10,648 | SH | | SOLE | NONE | 10,648 | 0 | 0 |
TJX COS INC NEW COM | COM | 872540109 | 1,143 | 25,555 | SH | | SOLE | NONE | 25,555 | 0 | 0 |
BANK AMER CORP COM | COM | 060505104 | 1,812 | 73,553 | SH | | SOLE | NONE | 73,553 | 0 | 0 |
SPDR S&P DIVIDEND ETF | S&P DIVID ETF | 78464A763 | 1,659 | 18,536 | SH | | SOLE | NONE | 18,536 | 0 | 0 |
WALMART INC COM | COM | 931142103 | 1,179 | 12,667 | SH | | SOLE | NONE | 12,667 | 0 | 0 |
ORACLE CORP COM | COM | 68389X105 | 279 | 6,184 | SH | | SOLE | NONE | 6,184 | 0 | 0 |
UNITED TECHNOLOGIES CORP COM | COM | 913017109 | 974 | 9,156 | SH | | SOLE | NONE | 9,156 | 0 | 0 |
PFIZER INC COM | COM | 717081103 | 1,986 | 45,502 | SH | | SOLE | NONE | 45,502 | 0 | 0 |
3M CO COM | COM | 88579Y101 | 228 | 1,200 | SH | | SOLE | NONE | 1,200 | 0 | 0 |
ALPHABET INC CAP STK CL C | CAP STK CL C | 02079K107 | 1,472 | 1,422 | SH | | SOLE | NONE | 1,422 | 0 | 0 |
AMERICAN EXPRESS CO COM | COM | 025816109 | 400 | 4,197 | SH | | SOLE | NONE | 4,197 | 0 | 0 |
AMGEN INC COM | COM | 031162100 | 1,465 | 7,530 | SH | | SOLE | NONE | 7,530 | 0 | 0 |
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | EMRNG MKT SVRG | 46138E784 | 531 | 20,125 | SH | | SOLE | NONE | 20,125 | 0 | 0 |
ISHARES CORE U.S. AGGREGATE BOND ETF | CORE US AGGBD ET | 464287226 | 1,045 | 9,814 | SH | | SOLE | NONE | 9,814 | 0 | 0 |
ISHARES ASIA 50 ETF | ASIA 50 ETF | 464288430 | 1,217 | 22,010 | SH | | SOLE | NONE | 22,010 | 0 | 0 |
ALIBABA GROUP HLDG LTD SPONSORED ADS | SPONSORED ADS | 01609W102 | 731 | 5,334 | SH | | SOLE | NONE | 5,334 | 0 | 0 |
PHILIP MORRIS INTL INC COM | COM | 718172109 | 558 | 8,365 | SH | | SOLE | NONE | 8,365 | 0 | 0 |
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | BLOOMBERG BRCLYS | 78464A417 | 985 | 29,337 | SH | | SOLE | NONE | 29,337 | 0 | 0 |
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 695 | 13,379 | SH | | SOLE | NONE | 13,379 | 0 | 0 |
ISHARES RUSSELL 3000 ETF | RUSSELL 3000 ETF | 464287689 | 3,061 | 20,841 | SH | | SOLE | NONE | 20,841 | 0 | 0 |
REALTY INCOME CORP COM | COM | 756109104 | 609 | 9,665 | SH | | SOLE | NONE | 9,665 | 0 | 0 |
ALTRIA GROUP INC COM | COM | 02209S103 | 923 | 18,696 | SH | | SOLE | NONE | 18,696 | 0 | 0 |
DOMINION ENERGY INC COM | COM | 25746U109 | 676 | 9,466 | SH | | SOLE | NONE | 9,466 | 0 | 0 |
CITIGROUP INC COM NEW | COM NEW | 172967424 | 706 | 13,567 | SH | | SOLE | NONE | 13,567 | 0 | 0 |
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | JPMORGAN USD EMG | 464288281 | 1,367 | 13,162 | SH | | SOLE | NONE | 13,162 | 0 | 0 |
EXXON MOBIL CORP COM | COM | 30231G102 | 1,842 | 27,018 | SH | | SOLE | NONE | 27,018 | 0 | 0 |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 2,704 | 10,855 | SH | | SOLE | NONE | 10,855 | 0 | 0 |
LOWES COS INC COM | COM | 548661107 | 221 | 2,400 | SH | | SOLE | NONE | 2,400 | 0 | 0 |
COLGATE PALMOLIVE CO COM | COM | 194162103 | 1,136 | 19,097 | SH | | SOLE | NONE | 19,097 | 0 | 0 |
RAYONIER INC COM | COM | 754907103 | 349 | 12,606 | SH | | SOLE | NONE | 12,606 | 0 | 0 |
CONFORMIS INC COM | COM | 20717E101 | 45 | 125,982 | SH | | SOLE | NONE | 125,982 | 0 | 0 |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 1,270 | 15,113 | SH | | SOLE | NONE | 15,113 | 0 | 0 |
BLACKROCK INC COM | COM | 09247X101 | 1,609 | 4,097 | SH | | SOLE | NONE | 4,097 | 0 | 0 |
ISHARES MSCI EAFE ETF | MSCI EAFE ETF | 464287465 | 2,979 | 50,686 | SH | | SOLE | NONE | 50,686 | 0 | 0 |
APPLE INC COM | COM | 037833100 | 14,940 | 94,713 | SH | | SOLE | NONE | 94,713 | 0 | 0 |
ABBOTT LABS COM | COM | 002824100 | 1,321 | 18,264 | SH | | SOLE | NONE | 18,264 | 0 | 0 |
DISNEY WALT CO COM DISNEY | COM DISNEY | 254687106 | 519 | 4,739 | SH | | SOLE | NONE | 4,739 | 0 | 0 |
INVESCO PREFERRED ETF | PFD ETF | 46138E511 | 1,789 | 132,840 | SH | | SOLE | NONE | 132,840 | 0 | 0 |