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 |
APPLE INC | COM | 037833100 | 243 | 667 | SH | SOLE | NONE | 0 | 0 | 667 | |
BOEING CO | COM | 097023105 | 412 | 2,247 | SH | SOLE | NONE | 0 | 0 | 2,247 | |
EXXON MOBIL CORP | COM | 30231G102 | 319 | 7,135 | SH | SOLE | NONE | 0 | 0 | 7,135 | |
FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 33740J104 | 278 | 13,822 | SH | SOLE | NONE | 0 | 0 | 13,822 | |
INDEPENDENT BANK CORP MASS | COM | 453836108 | 769 | 11,460 | SH | SOLE | NONE | 0 | 0 | 11,460 | |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,273 | 11,754 | SH | SOLE | NONE | 0 | 0 | 11,754 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 891 | 18,718 | SH | SOLE | NONE | 0 | 0 | 18,718 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 642 | 5,563 | SH | SOLE | NONE | 0 | 0 | 5,563 | |
ISHARES TR | TIPS BD ETF | 464287176 | 651 | 5,295 | SH | SOLE | NONE | 0 | 0 | 5,295 | |
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 290 | 2,979 | SH | SOLE | NONE | 0 | 0 | 2,979 | |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 287 | 2,545 | SH | SOLE | NONE | 0 | 0 | 2,545 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 364 | 1,897 | SH | SOLE | NONE | 0 | 0 | 1,897 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 320 | 5,604 | SH | SOLE | NONE | 0 | 0 | 5,604 | |
ISHARES TR | RUS 1000 ETF | 464287622 | 268 | 1,561 | SH | SOLE | NONE | 0 | 0 | 1,561 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 70,406 | 227,344 | SH | SOLE | NONE | 0 | 0 | 227,344 | |
ISHARES TR | MSCI USA ESG SLC | 464288802 | 272 | 2,034 | SH | SOLE | NONE | 0 | 0 | 2,034 | |
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 353 | 8,232 | SH | SOLE | NONE | 0 | 0 | 8,232 | |
KOPIN CORP | COM | 500600101 | 41 | 31,016 | SH | SOLE | NONE | 0 | 0 | 31,016 | |
NUSHARES ETF TR | NUVEEN ENHNC YLD | 67092P102 | 211 | 8,245 | SH | SOLE | NONE | 0 | 0 | 8,245 | |
PEPSICO INC | COM | 713448108 | 1,091 | 8,249 | SH | SOLE | NONE | 0 | 0 | 8,249 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 319 | 2,667 | SH | SOLE | NONE | 0 | 0 | 2,667 | |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 49,053 | 1,466,006 | SH | SOLE | NONE | 0 | 0 | 1,466,006 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 35,572 | 1,287,918 | SH | SOLE | NONE | 0 | 0 | 1,287,918 | |
SPDR SER TR | BLOMBRG BRC EMRG | 78464A391 | 345 | 13,167 | SH | SOLE | NONE | 0 | 0 | 13,167 | |
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 4,741 | 130,794 | SH | SOLE | NONE | 0 | 0 | 130,794 | |
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 12,220 | 133,509 | SH | SOLE | NONE | 0 | 0 | 133,509 | |
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | 30,484 | 987,832 | SH | SOLE | NONE | 0 | 0 | 987,832 | |
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 11,770 | 442,980 | SH | SOLE | NONE | 0 | 0 | 442,980 | |
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 470 | 9,418 | SH | SOLE | NONE | 0 | 0 | 9,418 | |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 27,653 | 558,085 | SH | SOLE | NONE | 0 | 0 | 558,085 | |
TERADYNE INC | COM | 880770102 | 332 | 3,927 | SH | SOLE | NONE | 0 | 0 | 3,927 | |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 221 | 2,505 | SH | SOLE | NONE | 0 | 0 | 2,505 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 442 | 2,185 | SH | SOLE | NONE | 0 | 0 | 2,185 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 275 | 2,764 | SH | SOLE | NONE | 0 | 0 | 2,764 | |
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 580 | 2,908 | SH | SOLE | NONE | 0 | 0 | 2,908 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 391 | 4,979 | SH | SOLE | NONE | 0 | 0 | 4,979 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,794 | 12,311 | SH | SOLE | NONE | 0 | 0 | 12,311 | |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 491 | 5,131 | SH | SOLE | NONE | 0 | 0 | 5,131 | |
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,214 | 11,351 | SH | SOLE | NONE | 0 | 0 | 11,351 | |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 825 | 4,995 | SH | SOLE | NONE | 0 | 0 | 4,995 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 4,987 | 125,900 | SH | SOLE | NONE | 0 | 0 | 125,900 | |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,733 | 50,473 | SH | SOLE | NONE | 0 | 0 | 50,473 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 5,491 | 46,857 | SH | SOLE | NONE | 0 | 0 | 46,857 | |
VANGUARD TAX-MANAGED FDS | FTSE DEV MKT ETF | 921943858 | 3,047 | 78,562 | SH | SOLE | NONE | 0 | 0 | 78,562 | |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 477 | 6,053 | SH | SOLE | NONE | 0 | 0 | 6,053 | |
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 4,020 | 111,258 | SH | SOLE | NONE | 0 | 0 | 111,258 | |
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 229 | 4,264 | SH | SOLE | NONE | 0 | 0 | 4,264 | |
WISDOMTREE TR | INTL EQUITY FD | 97717W703 | 255 | 5,763 | SH | SOLE | NONE | 0 | 0 | 5,763 |