Connecticut Wealth Management 13FHR Quarterly holdings report by institutional manager | SEC 2 Nov 22

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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
3M CO	COM	88579Y101	252	2,285	SH		SOLE		0	0	2,285
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	215	836	SH		SOLE		0	0	836
AGILENT TECHNOLOGIES INC	COM	00846U101	304	2,501	SH		SOLE		0	0	2,501
AIR PRODS & CHEMS INC	COM	009158106	781	3,355	SH		SOLE		0	0	3,355
AIRBNB INC	COM CL A	009066101	1,786	17,003	SH		SOLE		0	0	17,003
ALPHABET INC	CAP STK CL A	02079K305	986	10,304	SH		SOLE		0	0	10,304
ALPHABET INC	CAP STK CL C	02079K107	803	8,350	SH		SOLE		0	0	8,350
AMAZON COM INC	COM	023135106	1,406	12,441	SH		SOLE		0	0	12,441
AMERICAN INTL GROUP INC	COM NEW	026874784	2,480	52,228	SH		SOLE		0	0	52,228
AMETEK INC	COM	031100100	382	3,364	SH		SOLE		0	0	3,364
AMGEN INC	COM	031162100	312	1,386	SH		SOLE		0	0	1,386
AMPHENOL CORP NEW	CL A	032095101	308	4,595	SH		SOLE		0	0	4,595
APPLE INC	COM	037833100	6,536	47,291	SH		SOLE		0	0	47,291
AT&T INC	COM	00206R102	275	17,914	SH		SOLE		0	0	17,914
AUTODESK INC	COM	052769106	202	1,080	SH		SOLE		0	0	1,080
AUTOMATIC DATA PROCESSING IN	COM	053015103	964	4,263	SH		SOLE		0	0	4,263
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	1,501	5,623	SH		SOLE		0	0	5,623
BK OF AMERICA CORP	COM	060505104	1,021	33,793	SH		SOLE		0	0	33,793
BOEING CO	COM	097023105	306	2,525	SH		SOLE		0	0	2,525
BRISTOL-MYERS SQUIBB CO	COM	110122108	331	4,655	SH		SOLE		0	0	4,655
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	260	1,804	SH		SOLE		0	0	1,804
CARLISLE COS INC	COM	142339100	340	1,212	SH		SOLE		0	0	1,212
CARMAX INC	COM	143130102	296	4,483	SH		SOLE		0	0	4,483
CARRIER GLOBAL CORPORATION	COM	14448C104	13,489	379,329	SH		SOLE		0	0	379,329
CATHAY GEN BANCORP	COM	149150104	466	12,129	SH		SOLE		0	0	12,129
CHEVRON CORP NEW	COM	166764100	557	3,879	SH		SOLE		0	0	3,879
CIGNA CORP NEW	COM	125523100	1,623	5,848	SH		SOLE		0	0	5,848
CINTAS CORP	COM	172908105	368	949	SH		SOLE		0	0	949
COCA COLA CO	COM	191216100	382	6,827	SH		SOLE		0	0	6,827
COSTCO WHSL CORP NEW	COM	22160K105	759	1,607	SH		SOLE		0	0	1,607
CSX CORP	COM	126408103	621	23,320	SH		SOLE		0	0	23,320
CVS HEALTH CORP	COM	126650100	588	6,163	SH		SOLE		0	0	6,163
DANAHER CORPORATION	COM	235851102	410	1,589	SH		SOLE		0	0	1,589
DEERE & CO	COM	244199105	638	1,910	SH		SOLE		0	0	1,910
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	25434V708	913	41,050	SH		SOLE		0	0	41,050
DISNEY WALT CO	COM	254687106	416	4,406	SH		SOLE		0	0	4,406
DOUBLEVERIFY HLDGS INC	COM	25862V105	233	8,535	SH		SOLE		0	0	8,535
DROPBOX INC	CL A	26210C104	234	11,317	SH		SOLE		0	0	11,317
EDWARDS LIFESCIENCES CORP	COM	28176E108	391	4,737	SH		SOLE		0	0	4,737
EOG RES INC	COM	26875P101	203	1,815	SH		SOLE		0	0	1,815
EVERSOURCE ENERGY	COM	30040W108	398	5,108	SH		SOLE		0	0	5,108
EXELON CORP	COM	30161N101	227	6,053	SH		SOLE		0	0	6,053
EXXON MOBIL CORP	COM	30231G102	893	10,227	SH		SOLE		0	0	10,227
FAIR ISAAC CORP	COM	303250104	265	644	SH		SOLE		0	0	644
FIRST TR EXCHANGE-TRADED FD	NASD TECH DIV	33738R118	1,206	27,605	SH		SOLE		0	0	27,605
FIRST TR MORNINGSTAR DIVID L	SHS	336917109	546	17,000	SH		SOLE		0	0	17,000
FORTINET INC	COM	34959E109	228	4,640	SH		SOLE		0	0	4,640
GENERAL ELECTRIC CO	COM NEW	369604301	273	4,412	SH		SOLE		0	0	4,412
GOLDMAN SACHS GROUP INC	COM	38141G104	268	913	SH		SOLE		0	0	913
HARTFORD FINL SVCS GROUP INC	COM	416515104	602	9,726	SH		SOLE		0	0	9,726
HEALTHCARE RLTY TR	CL A COM	42226K105	251	12,037	SH		SOLE		0	0	12,037
HEICO CORP NEW	COM	422806109	297	2,066	SH		SOLE		0	0	2,066
HERSHEY CO	COM	427866108	307	1,391	SH		SOLE		0	0	1,391
HOME DEPOT INC	COM	437076102	7,310	26,490	SH		SOLE		0	0	26,490
HUBBELL INC	COM	443510607	660	2,960	SH		SOLE		0	0	2,960
INTEL CORP	COM	458140100	391	15,184	SH		SOLE		0	0	15,184
INTERNATIONAL BUSINESS MACHS	COM	459200101	704	5,922	SH		SOLE		0	0	5,922
INVESCO EXCH TRD SLF IDX FD	DEFENSIVE EQTY	46138J775	7,974	132,453	SH		SOLE		0	0	132,453
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	2,520	19,798	SH		SOLE		0	0	19,798
INVESCO EXCHANGE TRADED FD T	S&P MDCP400 PR	46137V217	2,992	17,932	SH		SOLE		0	0	17,932
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	46137V258	1,070	15,327	SH		SOLE		0	0	15,327
INVESCO QQQ TR	UNIT SER 1	46090E103	28,049	104,952	SH		SOLE		0	0	104,952
ISHARES INC	ESG AWR MSCI EM	46434G863	3,236	116,954	SH		SOLE		0	0	116,954
ISHARES INC	CORE MSCI EMKT	46434G103	7,097	165,118	SH		SOLE		0	0	165,118
ISHARES TR	CORE S&P SCP ETF	464287804	59,774	685,561	SH		SOLE		0	0	685,561
ISHARES TR	RUS 2000 GRW ETF	464287648	1,064	5,152	SH		SOLE		0	0	5,152
ISHARES TR	US HLTHCARE ETF	464287762	5,288	20,900	SH		SOLE		0	0	20,900
ISHARES TR	RUS 2000 VAL ETF	464287630	273	2,114	SH		SOLE		0	0	2,114
ISHARES TR	ESG AW MSCI EAFE	46435G516	1,148	20,460	SH		SOLE		0	0	20,460
ISHARES TR	MSCI USA QLT FCT	46432F339	143,937	1,384,808	SH		SOLE		0	0	1,384,808
ISHARES TR	NATIONAL MUN ETF	464288414	3,437	33,505	SH		SOLE		0	0	33,505
ISHARES TR	ISHARES BIOTECH	464287556	983	8,404	SH		SOLE		0	0	8,404
ISHARES TR	SELECT DIVID ETF	464287168	3,769	35,154	SH		SOLE		0	0	35,154
ISHARES TR	COHEN STEER REIT	464287564	17,830	332,273	SH		SOLE		0	0	332,273
ISHARES TR	7-10 YR TRSY BD	464287440	1,205	12,554	SH		SOLE		0	0	12,554
ISHARES TR	1 3 YR TREAS BD	464287457	2,721	33,501	SH		SOLE		0	0	33,501
ISHARES TR	CORE DIV GRWTH	46434V621	6,424	144,462	SH		SOLE		0	0	144,462
ISHARES TR	RUS 1000 VAL ETF	464287598	783	5,756	SH		SOLE		0	0	5,756
ISHARES TR	RUS MDCP VAL ETF	464287473	9,142	95,179	SH		SOLE		0	0	95,179
ISHARES TR	BLACKROCK ULTRA	46434V878	1,432	28,628	SH		SOLE		0	0	28,628
ISHARES TR	CORE US AGGBD ET	464287226	1,324	13,748	SH		SOLE		0	0	13,748
ISHARES TR	S&P 500 GRWT ETF	464287309	28,308	489,327	SH		SOLE		0	0	489,327
ISHARES TR	CORE MSCI EAFE	46432F842	59,226	1,124,481	SH		SOLE		0	0	1,124,481
ISHARES TR	RUS 1000 ETF	464287622	251	1,272	SH		SOLE		0	0	1,272
ISHARES TR	RUSSELL 2000 ETF	464287655	433	2,628	SH		SOLE		0	0	2,628
ISHARES TR	S&P 500 VAL ETF	464287408	891	6,929	SH		SOLE		0	0	6,929
ISHARES TR	U.S. UTILITS ETF	464287697	2,304	28,400	SH		SOLE		0	0	28,400
ISHARES TR	GLOBAL 100 ETF	464287572	7,053	118,504	SH		SOLE		0	0	118,504
ISHARES TR	S&P SML 600 GWT	464287887	4,397	43,251	SH		SOLE		0	0	43,251
ISHARES TR	CORE S&P MCP ETF	464287507	59,805	272,758	SH		SOLE		0	0	272,758
ISHARES TR	RUS 1000 GRW ETF	464287614	6,534	31,055	SH		SOLE		0	0	31,055
ISHARES TR	S&P MC 400VL ETF	464287705	593	6,588	SH		SOLE		0	0	6,588
ISHARES TR	CORE S&P500 ETF	464287200	3,342	9,319	SH		SOLE		0	0	9,319
ISHARES TR	MSCI EAFE ETF	464287465	611	10,904	SH		SOLE		0	0	10,904
ISHARES TR	20 YR TR BD ETF	464287432	2,355	22,985	SH		SOLE		0	0	22,985
ISHARES TR	RUS MD CP GR ETF	464287481	7,956	101,444	SH		SOLE		0	0	101,444
ISHARES TR	CORE HIGH DV ETF	46429B663	8,552	93,676	SH		SOLE		0	0	93,676
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	46641Q654	566	11,258	SH		SOLE		0	0	11,258
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT INC	46641Q837	810	16,158	SH		SOLE		0	0	16,158
JOHNSON & JOHNSON	COM	478160104	2,412	14,764	SH		SOLE		0	0	14,764
JPMORGAN CHASE & CO	COM	46625H100	1,411	13,505	SH		SOLE		0	0	13,505
LAUDER ESTEE COS INC	CL A	518439104	242	1,122	SH		SOLE		0	0	1,122
LILLY ELI & CO	COM	532457108	355	1,099	SH		SOLE		0	0	1,099
LOWES COS INC	COM	548661107	205	1,093	SH		SOLE		0	0	1,093
LULULEMON ATHLETICA INC	COM	550021109	304	1,088	SH		SOLE		0	0	1,088
M & T BK CORP	COM	55261F104	247	1,402	SH		SOLE		0	0	1,402
MARTIN MARIETTA MATLS INC	COM	573284106	380	1,181	SH		SOLE		0	0	1,181
MASTERCARD INCORPORATED	CL A	57636Q104	287	1,008	SH		SOLE		0	0	1,008
MCCORMICK & CO INC	COM NON VTG	579780206	325	4,561	SH		SOLE		0	0	4,561
MCDONALDS CORP	COM	580135101	363	1,574	SH		SOLE		0	0	1,574
MERCK & CO INC	COM	58933Y105	307	3,566	SH		SOLE		0	0	3,566
META PLATFORMS INC	CL A	30303M102	238	1,754	SH		SOLE		0	0	1,754
MICROSOFT CORP	COM	594918104	4,327	18,579	SH		SOLE		0	0	18,579
NEXTERA ENERGY INC	COM	65339F101	882	11,248	SH		SOLE		0	0	11,248
NIKE INC	CL B	654106103	280	3,372	SH		SOLE		0	0	3,372
NVIDIA CORPORATION	COM	67066G104	365	3,006	SH		SOLE		0	0	3,006
ONTO INNOVATION INC	COM	683344105	289	4,516	SH		SOLE		0	0	4,516
ORCHARD THERAPEUTICS PLC	SPON ADS	68570P101	5	10,000	SH		SOLE		0	0	10,000
OTIS WORLDWIDE CORP	COM	68902V107	28,641	448,920	SH		SOLE		0	0	448,920
PAYPAL HLDGS INC	COM	70450Y103	312	3,630	SH		SOLE		0	0	3,630
PEPSICO INC	COM	713448108	581	3,556	SH		SOLE		0	0	3,556
PFIZER INC	COM	717081103	340	7,770	SH		SOLE		0	0	7,770
PHILLIPS 66	COM	718546104	856	10,602	SH		SOLE		0	0	10,602
POOL CORP	COM	73278L105	245	771	SH		SOLE		0	0	771
PROCTER AND GAMBLE CO	COM	742718109	1,224	9,694	SH		SOLE		0	0	9,694
PRUDENTIAL FINL INC	COM	744320102	343	3,993	SH		SOLE		0	0	3,993
QUALCOMM INC	COM	747525103	313	2,771	SH		SOLE		0	0	2,771
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	72,144	881,307	SH		SOLE		0	0	881,307
REGENERON PHARMACEUTICALS	COM	75886F107	816	1,184	SH		SOLE		0	0	1,184
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	94	80,000	SH		SOLE		0	0	80,000
ROCKWELL AUTOMATION INC	COM	773903109	228	1,059	SH		SOLE		0	0	1,059
SALESFORCE INC	COM	79466L302	216	1,499	SH		SOLE		0	0	1,499
SAREPTA THERAPEUTICS INC	COM	803607100	223	2,013	SH		SOLE		0	0	2,013
SCOTTS MIRACLE-GRO CO	CL A	810186106	303	7,085	SH		SOLE		0	0	7,085
SEAGEN INC	COM	81181C104	217	1,583	SH		SOLE		0	0	1,583
SHERWIN WILLIAMS CO	COM	824348106	559	2,732	SH		SOLE		0	0	2,732
SKYWORKS SOLUTIONS INC	COM	83088M102	224	2,631	SH		SOLE		0	0	2,631
SPDR DOW JONES INDL AVERAGE	UT SER 1	78467X109	1,077	3,748	SH		SOLE		0	0	3,748
SPDR INDEX SHS FDS	MSCI ACWI EXUS	78463X848	206	9,694	SH		SOLE		0	0	9,694
SPDR S&P 500 ETF TR	TR UNIT	78462F103	2,313	6,477	SH		SOLE		0	0	6,477
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	2,074	5,164	SH		SOLE		0	0	5,164
SPDR SER TR	S&P 600 SMCP GRW	78464A201	5,598	82,179	SH		SOLE		0	0	82,179
SPDR SER TR	S&P 600 SMCP VAL	78464A300	1,614	24,044	SH		SOLE		0	0	24,044
SPDR SER TR	BBG CONV SEC ETF	78464A359	563	8,900	SH		SOLE		0	0	8,900
SPDR SER TR	PRTFLO S&P500 GW	78464A409	53,654	1,070,940	SH		SOLE		0	0	1,070,940
SPDR SER TR	PRTFLO S&P500 VL	78464A508	55,744	1,616,233	SH		SOLE		0	0	1,616,233
SPDR SER TR	S&P DIVID ETF	78464A763	2,730	24,489	SH		SOLE		0	0	24,489
SPDR SER TR	S&P 400 MDCP GRW	78464A821	745	12,340	SH		SOLE		0	0	12,340
SSGA ACTIVE ETF TR	SPDR TR TACTIC	78467V848	1,647	40,988	SH		SOLE		0	0	40,988
TARGET CORP	COM	87612E106	388	2,616	SH		SOLE		0	0	2,616
TELEFLEX INCORPORATED	COM	879369106	608	3,020	SH		SOLE		0	0	3,020
TESLA INC	COM	88160R101	507	1,911	SH		SOLE		0	0	1,911
TG THERAPEUTICS INC	COM	88322Q108	164	27,782	SH		SOLE		0	0	27,782
TJX COS INC NEW	COM	872540109	639	10,294	SH		SOLE		0	0	10,294
TRACTOR SUPPLY CO	COM	892356106	287	1,542	SH		SOLE		0	0	1,542
TRAVELERS COMPANIES INC	COM	89417E109	1,107	7,229	SH		SOLE		0	0	7,229
TRIMBLE INC	COM	896239100	220	4,058	SH		SOLE		0	0	4,058
UNION PAC CORP	COM	907818108	1,556	7,989	SH		SOLE		0	0	7,989
UNITEDHEALTH GROUP INC	COM	91324P102	4,049	8,017	SH		SOLE		0	0	8,017
UNIVERSAL DISPLAY CORP	COM	91347P105	254	2,695	SH		SOLE		0	0	2,695
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	921932505	15,601	74,805	SH		SOLE		0	0	74,805
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	921932703	6,315	50,869	SH		SOLE		0	0	50,869
VANGUARD BD INDEX FDS	SHORT TRM BOND	921937827	493	6,585	SH		SOLE		0	0	6,585
VANGUARD INDEX FDS	GROWTH ETF	922908736	25,555	119,445	SH		SOLE		0	0	119,445
VANGUARD INDEX FDS	LARGE CAP ETF	922908637	381	2,327	SH		SOLE		0	0	2,327
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	3,170	9,654	SH		SOLE		0	0	9,654
VANGUARD INDEX FDS	MCAP VL IDXVIP	922908512	450	3,697	SH		SOLE		0	0	3,697
VANGUARD INDEX FDS	SML CP GRW ETF	922908595	4,594	23,541	SH		SOLE		0	0	23,541
VANGUARD INDEX FDS	SMALL CP ETF	922908751	18,911	110,648	SH		SOLE		0	0	110,648
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	8,195	45,660	SH		SOLE		0	0	45,660
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	581	7,251	SH		SOLE		0	0	7,251
VANGUARD INDEX FDS	MID CAP ETF	922908629	31,671	168,481	SH		SOLE		0	0	168,481
VANGUARD INDEX FDS	VALUE ETF	922908744	3,204	25,945	SH		SOLE		0	0	25,945
VANGUARD INDEX FDS	MCAP GR IDXVIP	922908538	10,741	62,984	SH		SOLE		0	0	62,984
VANGUARD INDEX FDS	SM CP VAL ETF	922908611	6,059	42,255	SH		SOLE		0	0	42,255
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	922042775	429	9,661	SH		SOLE		0	0	9,661
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	260	7,112	SH		SOLE		0	0	7,112
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	92206C771	5,784	128,267	SH		SOLE		0	0	128,267
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	92206C409	246	3,310	SH		SOLE		0	0	3,310
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	921908844	32,602	241,207	SH		SOLE		0	0	241,207
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	33,093	910,149	SH		SOLE		0	0	910,149
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	1,220	12,861	SH		SOLE		0	0	12,861
VEEVA SYS INC	CL A COM	922475108	335	2,032	SH		SOLE		0	0	2,032
VERIZON COMMUNICATIONS INC	COM	92343V104	297	7,831	SH		SOLE		0	0	7,831
VISA INC	COM CL A	92826C839	669	3,767	SH		SOLE		0	0	3,767
WASHINGTON TR BANCORP INC	COM	940610108	307	6,615	SH		SOLE		0	0	6,615
WISDOMTREE TR	US TOTAL DIVIDND	97717W109	28,802	530,815	SH		SOLE		0	0	530,815
WISDOMTREE TR	US MIDCAP DIVID	97717W505	6,261	166,194	SH		SOLE		0	0	166,194
WISDOMTREE TR	US SMALLCAP DIVD	97717W604	1,110	43,130	SH		SOLE		0	0	43,130
ZOETIS INC	CL A	98978V103	258	1,737	SH		SOLE		0	0	1,737

Connecticut Wealth Management 13F-HRQuarterly holdings report by institutional manager