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 | 9,494 | 5,014 | SH | | SOLE | NONE | 5,014 | 0 | 0 |
ALEXANDRIA REAL ESTATE EQ INC COM | COM | 015271109 | 271 | 1,925 | SH | | SOLE | NONE | 1,925 | 0 | 0 |
INVESCO QQQ TRUST | UNIT SER 1 | 46090E103 | 816 | 4,371 | SH | | SOLE | NONE | 4,371 | 0 | 0 |
TECHNOLOGY SELECT SECTOR SPDR FUND | TECHNOLOGY | 81369Y803 | 221 | 2,832 | SH | | SOLE | NONE | 2,832 | 0 | 0 |
STARBUCKS CORP COM | COM | 855244109 | 212 | 2,539 | SH | | SOLE | NONE | 2,539 | 0 | 0 |
JOHNSON & JOHNSON COM | COM | 478160104 | 2,781 | 19,970 | SH | | SOLE | NONE | 19,970 | 0 | 0 |
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN | UNIT LTD PARTN | 01881G106 | 1,090 | 36,680 | SH | | SOLE | NONE | 36,680 | 0 | 0 |
ISHARES MSCI EMERGING MARKETS ETF | MSCI EMG MKT ETF | 464287234 | 4,177 | 97,344 | SH | | SOLE | NONE | 97,344 | 0 | 0 |
GOLDMAN SACHS GROUP INC COM | COM | 38141G104 | 223 | 1,090 | SH | | SOLE | NONE | 1,090 | 0 | 0 |
YUM BRANDS INC COM | COM | 988498101 | 491 | 4,443 | SH | | SOLE | NONE | 4,443 | 0 | 0 |
BOSTON SCIENTIFIC CORP COM | COM | 101137107 | 291 | 6,784 | SH | | SOLE | NONE | 6,784 | 0 | 0 |
PROCTER AND GAMBLE CO COM | COM | 742718109 | 1,595 | 14,554 | SH | | SOLE | NONE | 14,554 | 0 | 0 |
COCA COLA CO COM | COM | 191216100 | 1,134 | 22,289 | SH | | SOLE | NONE | 22,289 | 0 | 0 |
S&P GLOBAL INC COM | COM | 78409V104 | 515 | 2,262 | SH | | SOLE | NONE | 2,262 | 0 | 0 |
ENTERPRISE PRODS PARTNERS L P COM | COM | 293792107 | 220 | 7,653 | SH | | SOLE | NONE | 7,653 | 0 | 0 |
INTEL CORP COM | COM | 458140100 | 647 | 13,528 | SH | | SOLE | NONE | 13,528 | 0 | 0 |
STATE STR CORP COM | COM | 857477103 | 260 | 4,640 | SH | | SOLE | NONE | 4,640 | 0 | 0 |
MEDTRONIC PLC SHS | SHS | G5960L103 | 291 | 2,998 | SH | | SOLE | NONE | 2,998 | 0 | 0 |
NETFLIX INC COM | COM | 64110L106 | 1,246 | 3,393 | SH | | SOLE | NONE | 3,393 | 0 | 0 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF | UT SER 1 | 78467X109 | 416 | 1,565 | SH | | SOLE | NONE | 1,565 | 0 | 0 |
MERCK & CO INC COM | COM | 58933Y105 | 2,521 | 30,072 | SH | | SOLE | NONE | 30,072 | 0 | 0 |
SPDR S&P 500 ETF | TR UNIT | 78462F103 | 2,295 | 7,834 | SH | | SOLE | NONE | 7,834 | 0 | 0 |
BLINK CHARGING CO COM | COM | 09354A100 | 1,164 | 1,164,219 | SH | | SOLE | NONE | 1,164,219 | 0 | 0 |
MASTERCARD INC CL A | CL A | 57636Q104 | 6,066 | 22,933 | SH | | SOLE | NONE | 22,933 | 0 | 0 |
EMERSON ELEC CO COM | COM | 291011104 | 303 | 4,550 | SH | | SOLE | NONE | 4,550 | 0 | 0 |
YUM CHINA HLDGS INC COM | COM | 98850P109 | 211 | 4,577 | SH | | SOLE | NONE | 4,577 | 0 | 0 |
ISHARES TIPS BOND ETF | TIPS BD ETF | 464287176 | 1,314 | 11,381 | SH | | SOLE | NONE | 11,381 | 0 | 0 |
ISHARES GLOBAL HEALTHCARE ETF | GLOB HLTHCRE ETF | 464287325 | 259 | 4,210 | SH | | SOLE | NONE | 4,210 | 0 | 0 |
VERIZON COMMUNICATIONS INC COM | COM | 92343V104 | 635 | 11,128 | SH | | SOLE | NONE | 11,128 | 0 | 0 |
PEPSICO INC COM | COM | 713448108 | 1,139 | 8,693 | SH | | SOLE | NONE | 8,693 | 0 | 0 |
HONEYWELL INTL INC COM | COM | 438516106 | 373 | 2,138 | SH | | SOLE | NONE | 2,138 | 0 | 0 |
HOME DEPOT INC COM | COM | 437076102 | 1,210 | 5,822 | SH | | SOLE | NONE | 5,822 | 0 | 0 |
BAXTER INTL INC COM | COM | 071813109 | 222 | 2,716 | SH | | SOLE | NONE | 2,716 | 0 | 0 |
AUTOMATIC DATA PROCESSING INC COM | COM | 053015103 | 1,028 | 6,218 | SH | | SOLE | NONE | 6,218 | 0 | 0 |
SPDR GOLD SHARES | GOLD SHS | 78463V107 | 3,297 | 24,756 | SH | | SOLE | NONE | 24,756 | 0 | 0 |
SOUTHERN CO COM | COM | 842587107 | 867 | 15,687 | SH | | SOLE | NONE | 15,687 | 0 | 0 |
COGNEX CORP COM | COM | 192422103 | 339 | 7,085 | SH | | SOLE | NONE | 7,085 | 0 | 0 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 084670702 | 3,756 | 17,624 | SH | | SOLE | NONE | 17,624 | 0 | 0 |
ADOBE INC COM | COM | 00724F101 | 865 | 2,936 | SH | | SOLE | NONE | 2,936 | 0 | 0 |
WEYERHAEUSER CO COM | COM | 962166104 | 535 | 20,312 | SH | | SOLE | NONE | 20,312 | 0 | 0 |
ALPHABET INC CAP STK CL A | CAP STK CL A | 02079K305 | 4,649 | 4,294 | SH | | SOLE | NONE | 4,294 | 0 | 0 |
MICROSOFT CORP COM | COM | 594918104 | 9,439 | 70,467 | SH | | SOLE | NONE | 70,467 | 0 | 0 |
CVS HEALTH CORP COM | COM | 126650100 | 1,097 | 20,134 | SH | | SOLE | NONE | 20,134 | 0 | 0 |
TEXTRON INC COM | COM | 883203101 | 445 | 8,399 | SH | | SOLE | NONE | 8,399 | 0 | 0 |
BOEING CO COM | COM | 097023105 | 1,551 | 4,262 | SH | | SOLE | NONE | 4,262 | 0 | 0 |
NEXTERA ENERGY INC COM | COM | 65339F101 | 2,028 | 9,904 | SH | | SOLE | NONE | 9,904 | 0 | 0 |
CONNECTICUT WTR SVC INC COM | COM | 207797101 | 278 | 3,990 | SH | | SOLE | NONE | 3,990 | 0 | 0 |
NORFOLK SOUTHERN CORP COM | COM | 655844108 | 214 | 1,075 | SH | | SOLE | NONE | 1,075 | 0 | 0 |
BOSTON PROPERTIES INC COM | COM | 101121101 | 718 | 5,573 | SH | | SOLE | NONE | 5,573 | 0 | 0 |
PUBLIC STORAGE COM | COM | 74460D109 | 563 | 2,368 | SH | | SOLE | NONE | 2,368 | 0 | 0 |
WALGREENS BOOTS ALLIANCE INC COM | COM | 931427108 | 202 | 3,699 | SH | | SOLE | NONE | 3,699 | 0 | 0 |
BROOKFIELD ASSET MGMT INC CL A LTD VT SH | CL A LTD VT SH | 112585104 | 1,888 | 39,535 | SH | | SOLE | NONE | 39,535 | 0 | 0 |
WELLTOWER INC COM | COM | 95040Q104 | 355 | 4,359 | SH | | SOLE | NONE | 4,359 | 0 | 0 |
ILLUMINA INC COM | COM | 452327109 | 390 | 1,060 | SH | | SOLE | NONE | 1,060 | 0 | 0 |
LILLY ELI & CO COM | COM | 532457108 | 1,287 | 11,619 | SH | | SOLE | NONE | 11,619 | 0 | 0 |
INVESCO SENIOR LOAN ETF | SR LN ETF | 46138G508 | 2,446 | 107,979 | SH | | SOLE | NONE | 107,979 | 0 | 0 |
AMERICAN ELEC PWR CO INC COM | COM | 025537101 | 327 | 3,716 | SH | | SOLE | NONE | 3,716 | 0 | 0 |
EVERSOURCE ENERGY COM | COM | 30040W108 | 514 | 6,793 | SH | | SOLE | NONE | 6,793 | 0 | 0 |
DUNKIN BRANDS GROUP INC COM | COM | 265504100 | 433 | 5,447 | SH | | SOLE | NONE | 5,447 | 0 | 0 |
INVESCO FTSE RAFI US 1000 ETF | FTSE RAFI 1000 | 46137V613 | 844 | 7,242 | SH | | SOLE | NONE | 7,242 | 0 | 0 |
VISA INC COM CL A | COM CL A | 92826C839 | 5,927 | 34,157 | SH | | SOLE | NONE | 34,157 | 0 | 0 |
PHILLIPS 66 COM | COM | 718546104 | 275 | 2,950 | SH | | SOLE | NONE | 2,950 | 0 | 0 |
FACEBOOK INC CL A | CL A | 30303M102 | 5,860 | 30,363 | SH | | SOLE | NONE | 30,363 | 0 | 0 |
DUKE ENERGY CORP NEW COM NEW | COM NEW | 26441C204 | 456 | 5,172 | SH | | SOLE | NONE | 5,172 | 0 | 0 |
D R HORTON INC COM | COM | 23331A109 | 374 | 8,672 | SH | | SOLE | NONE | 8,672 | 0 | 0 |
MOODYS CORP COM | COM | 615369105 | 886 | 4,539 | SH | | SOLE | NONE | 4,539 | 0 | 0 |
NOVARTIS A G SPONSORED ADR | SPONSORED ADR | 66987V109 | 355 | 3,891 | SH | | SOLE | NONE | 3,891 | 0 | 0 |
ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 | 1,010 | 16,460 | SH | | SOLE | NONE | 16,460 | 0 | 0 |
ACCENTURE PLC IRELAND SHS CLASS A | SHS CLASS A | G1151C101 | 709 | 3,839 | SH | | SOLE | NONE | 3,839 | 0 | 0 |
ENBRIDGE INC COM | COM | 29250N105 | 959 | 26,601 | SH | | SOLE | NONE | 26,601 | 0 | 0 |
NVIDIA CORP COM | COM | 67066G104 | 1,485 | 9,046 | SH | | SOLE | NONE | 9,046 | 0 | 0 |
ABBVIE INC COM | COM | 00287Y109 | 1,085 | 14,932 | SH | | SOLE | NONE | 14,932 | 0 | 0 |
ISHARES CORE MSCI EMERGING MARKETS ETF | CORE MSCI EMKT | 46434G103 | 1,161 | 22,574 | SH | | SOLE | NONE | 22,574 | 0 | 0 |
STRYKER CORP COM | COM | 863667101 | 1,727 | 8,401 | SH | | SOLE | NONE | 8,401 | 0 | 0 |
RAYTHEON CO COM NEW | COM NEW | 755111507 | 2,419 | 13,914 | SH | | SOLE | NONE | 13,914 | 0 | 0 |
SPDR BLACKSTONE/ GSO SENIOR LOAN ETF | BLKSTN GSOSRLN | 78467V608 | 209 | 4,522 | SH | | SOLE | NONE | 4,522 | 0 | 0 |
MCDONALDS CORP COM | COM | 580135101 | 1,382 | 6,656 | SH | | SOLE | NONE | 6,656 | 0 | 0 |
CISCO SYS INC COM | COM | 17275R102 | 1,374 | 25,111 | SH | | SOLE | NONE | 25,111 | 0 | 0 |
ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND | MSCI EM ASIA ETF | 464286426 | 1,603 | 24,241 | SH | | SOLE | NONE | 24,241 | 0 | 0 |
AT&T INC COM | COM | 00206R102 | 493 | 14,729 | SH | | SOLE | NONE | 14,729 | 0 | 0 |
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | NASDAQ BIOTECH | 464287556 | 627 | 5,748 | SH | | SOLE | NONE | 5,748 | 0 | 0 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | IBOXX HI YD ETF | 464288513 | 6,274 | 71,971 | SH | | SOLE | NONE | 71,971 | 0 | 0 |
ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | 405 | 1,377 | SH | | SOLE | NONE | 1,377 | 0 | 0 |
ISHARES PREFERRED AND INCOME SECURITIES ETF | PFD AND INCM SEC | 464288687 | 5,076 | 137,749 | SH | | SOLE | NONE | 137,749 | 0 | 0 |
NORTHROP GRUMMAN CORP COM | COM | 666807102 | 894 | 2,768 | SH | | SOLE | NONE | 2,768 | 0 | 0 |
LOCKHEED MARTIN CORP COM | COM | 539830109 | 1,975 | 5,435 | SH | | SOLE | NONE | 5,435 | 0 | 0 |
JPMORGAN CHASE & CO COM | COM | 46625H100 | 2,387 | 21,355 | SH | | SOLE | NONE | 21,355 | 0 | 0 |
CHEVRON CORP NEW COM | COM | 166764100 | 1,617 | 13,000 | SH | | SOLE | NONE | 13,000 | 0 | 0 |
ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | 464288414 | 474 | 4,200 | SH | | SOLE | NONE | 4,200 | 0 | 0 |
CONOCOPHILLIPS COM | COM | 20825C104 | 598 | 9,804 | SH | | SOLE | NONE | 9,804 | 0 | 0 |
TJX COS INC NEW COM | COM | 872540109 | 1,332 | 25,195 | SH | | SOLE | NONE | 25,195 | 0 | 0 |
BANK AMER CORP COM | COM | 060505104 | 2,052 | 70,762 | SH | | SOLE | NONE | 70,762 | 0 | 0 |
SPDR S&P DIVIDEND ETF | S&P DIVID ETF | 78464A763 | 1,840 | 18,245 | SH | | SOLE | NONE | 18,245 | 0 | 0 |
WALMART INC COM | COM | 931142103 | 1,417 | 12,825 | SH | | SOLE | NONE | 12,825 | 0 | 0 |
ORACLE CORP COM | COM | 68389X105 | 296 | 5,199 | SH | | SOLE | NONE | 5,199 | 0 | 0 |
UNITED TECHNOLOGIES CORP COM | COM | 913017109 | 1,174 | 9,020 | SH | | SOLE | NONE | 9,020 | 0 | 0 |
PFIZER INC COM | COM | 717081103 | 1,923 | 44,413 | SH | | SOLE | NONE | 44,413 | 0 | 0 |
ALPHABET INC CAP STK CL C | CAP STK CL C | 02079K107 | 1,520 | 1,407 | SH | | SOLE | NONE | 1,407 | 0 | 0 |
AMERICAN EXPRESS CO COM | COM | 025816109 | 483 | 3,916 | SH | | SOLE | NONE | 3,916 | 0 | 0 |
AMGEN INC COM | COM | 031162100 | 1,402 | 7,612 | SH | | SOLE | NONE | 7,612 | 0 | 0 |
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | EMRNG MKT SVRG | 46138E784 | 584 | 20,125 | SH | | SOLE | NONE | 20,125 | 0 | 0 |
ISHARES CORE U.S. AGGREGATE BOND ETF | CORE US AGGBD ET | 464287226 | 1,088 | 9,772 | SH | | SOLE | NONE | 9,772 | 0 | 0 |
ISHARES ASIA 50 ETF | ASIA 50 ETF | 464288430 | 1,348 | 22,010 | SH | | SOLE | NONE | 22,010 | 0 | 0 |
ALIBABA GROUP HLDG LTD SPONSORED ADS | SPONSORED ADS | 01609W102 | 969 | 5,723 | SH | | SOLE | NONE | 5,723 | 0 | 0 |
PHILIP MORRIS INTL INC COM | COM | 718172109 | 332 | 4,233 | SH | | SOLE | NONE | 4,233 | 0 | 0 |
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | BLOOMBERG BRCLYS | 78468R622 | 1,046 | 9,604 | SH | | SOLE | NONE | 9,604 | 0 | 0 |
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 592 | 13,070 | SH | | SOLE | NONE | 13,070 | 0 | 0 |
ISHARES RUSSELL 3000 ETF | RUSSELL 3000 ETF | 464287689 | 3,538 | 20,528 | SH | | SOLE | NONE | 20,528 | 0 | 0 |
REALTY INCOME CORP COM | COM | 756109104 | 677 | 9,824 | SH | | SOLE | NONE | 9,824 | 0 | 0 |
ALTRIA GROUP INC COM | COM | 02209S103 | 624 | 13,186 | SH | | SOLE | NONE | 13,186 | 0 | 0 |
DOMINION ENERGY INC COM | COM | 25746U109 | 712 | 9,216 | SH | | SOLE | NONE | 9,216 | 0 | 0 |
CITIGROUP INC COM NEW | COM NEW | 172967424 | 933 | 13,334 | SH | | SOLE | NONE | 13,334 | 0 | 0 |
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | JPMORGAN USD EMG | 464288281 | 1,820 | 16,072 | SH | | SOLE | NONE | 16,072 | 0 | 0 |
EXXON MOBIL CORP COM | COM | 30231G102 | 2,024 | 26,418 | SH | | SOLE | NONE | 26,418 | 0 | 0 |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 3,152 | 12,917 | SH | | SOLE | NONE | 12,917 | 0 | 0 |
COLGATE PALMOLIVE CO COM | COM | 194162103 | 1,380 | 19,259 | SH | | SOLE | NONE | 19,259 | 0 | 0 |
RAYONIER INC COM | COM | 754907103 | 346 | 11,434 | SH | | SOLE | NONE | 11,434 | 0 | 0 |
CONFORMIS INC COM | COM | 20717E101 | 549 | 125,982 | SH | | SOLE | NONE | 125,982 | 0 | 0 |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 2,044 | 17,864 | SH | | SOLE | NONE | 17,864 | 0 | 0 |
BLACKROCK INC COM | COM | 09247X101 | 2,142 | 4,565 | SH | | SOLE | NONE | 4,565 | 0 | 0 |
ISHARES MSCI EAFE ETF | MSCI EAFE ETF | 464287465 | 3,204 | 48,758 | SH | | SOLE | NONE | 48,758 | 0 | 0 |
APPLE INC COM | COM | 037833100 | 12,564 | 63,481 | SH | | SOLE | NONE | 63,481 | 0 | 0 |
ABBOTT LABS COM | COM | 002824100 | 1,531 | 18,207 | SH | | SOLE | NONE | 18,207 | 0 | 0 |
DISNEY WALT CO COM DISNEY | COM DISNEY | 254687106 | 948 | 6,789 | SH | | SOLE | NONE | 6,789 | 0 | 0 |
INVESCO PREFERRED ETF | PFD ETF | 46138E511 | 1,951 | 133,382 | SH | | SOLE | NONE | 133,382 | 0 | 0 |