The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
BOEING CO | COM | 097023105 | 335 | 2,247 | SH | SOLE | NONE | 0 | 0 | 2,247 | |
EXXON MOBIL CORP | COM | 30231G102 | 271 | 7,135 | SH | SOLE | NONE | 0 | 0 | 7,135 | |
INDEPENDENT BANK CORP MASS | COM | 453836108 | 738 | 11,460 | SH | SOLE | NONE | 0 | 0 | 11,460 | |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,126 | 12,179 | SH | SOLE | NONE | 0 | 0 | 12,179 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 684 | 16,893 | SH | SOLE | NONE | 0 | 0 | 16,893 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 636 | 5,626 | SH | SOLE | NONE | 0 | 0 | 5,626 | |
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 240 | 2,930 | SH | SOLE | NONE | 0 | 0 | 2,930 | |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 252 | 2,545 | SH | SOLE | NONE | 0 | 0 | 2,545 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 288 | 1,914 | SH | SOLE | NONE | 0 | 0 | 1,914 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 270 | 5,416 | SH | SOLE | NONE | 0 | 0 | 5,416 | |
ISHARES TR | RUS 1000 ETF | 464287622 | 239 | 1,691 | SH | SOLE | NONE | 0 | 0 | 1,691 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 59,074 | 228,614 | SH | SOLE | NONE | 0 | 0 | 228,614 | |
ISHARES TR | MSCI USA ESG SLC | 464288802 | 214 | 1,947 | SH | SOLE | NONE | 0 | 0 | 1,947 | |
ISHARES TR | CORE MSCI EURO | 46434V738 | 9,822 | 264,886 | SH | SOLE | NONE | 0 | 0 | 264,886 | |
KOPIN CORP | COM | 500600101 | 11 | 31,016 | SH | SOLE | NONE | 0 | 0 | 31,016 | |
NUSHARES ETF TR | NUVEEN ENHNC YLD | 67092P102 | 223 | 8,943 | SH | SOLE | NONE | 0 | 0 | 8,943 | |
PEPSICO INC | COM | 713448108 | 1,035 | 8,616 | SH | SOLE | NONE | 0 | 0 | 8,616 | |
PROCTER & GAMBLE CO | COM | 742718109 | 293 | 2,667 | SH | SOLE | NONE | 0 | 0 | 2,667 | |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 33,272 | 1,169,069 | SH | SOLE | NONE | 0 | 0 | 1,169,069 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 28,772 | 1,201,846 | SH | SOLE | NONE | 0 | 0 | 1,201,846 | |
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 3,905 | 129,092 | SH | SOLE | NONE | 0 | 0 | 129,092 | |
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 12,204 | 133,189 | SH | SOLE | NONE | 0 | 0 | 133,189 | |
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | 29,729 | 983,743 | SH | SOLE | NONE | 0 | 0 | 983,743 | |
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 9,582 | 438,757 | SH | SOLE | NONE | 0 | 0 | 438,757 | |
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 509 | 10,416 | SH | SOLE | NONE | 0 | 0 | 10,416 | |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 26,586 | 554,328 | SH | SOLE | NONE | 0 | 0 | 554,328 | |
TERADYNE INC | COM | 880770102 | 213 | 3,927 | SH | SOLE | NONE | 0 | 0 | 3,927 | |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 214 | 2,505 | SH | SOLE | NONE | 0 | 0 | 2,505 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 351 | 2,238 | SH | SOLE | NONE | 0 | 0 | 2,238 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 235 | 2,642 | SH | SOLE | NONE | 0 | 0 | 2,642 | |
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 438 | 2,916 | SH | SOLE | NONE | 0 | 0 | 2,916 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 352 | 5,033 | SH | SOLE | NONE | 0 | 0 | 5,033 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,347 | 11,667 | SH | SOLE | NONE | 0 | 0 | 11,667 | |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 381 | 4,688 | SH | SOLE | NONE | 0 | 0 | 4,688 | |
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,031 | 11,614 | SH | SOLE | NONE | 0 | 0 | 11,614 | |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 653 | 5,155 | SH | SOLE | NONE | 0 | 0 | 5,155 | |
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 404 | 9,324 | SH | SOLE | NONE | 0 | 0 | 9,324 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,793 | 113,061 | SH | SOLE | NONE | 0 | 0 | 113,061 | |
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 2,611 | 49,366 | SH | SOLE | NONE | 0 | 0 | 49,366 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 4,842 | 46,829 | SH | SOLE | NONE | 0 | 0 | 46,829 | |
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 2,427 | 72,810 | SH | SOLE | NONE | 0 | 0 | 72,810 | |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 454 | 6,411 | SH | SOLE | NONE | 0 | 0 | 6,411 | |
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 3,351 | 103,901 | SH | SOLE | NONE | 0 | 0 | 103,901 | |
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 244 | 4,717 | SH | SOLE | NONE | 0 | 0 | 4,717 |