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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 370 | 3,870 | SH | SOLE | 3,870 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 214 | 2,223 | SH | SOLE | 2,223 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 504 | 4,458 | SH | SOLE | 4,458 | 0 | 0 | ||
AMETEK INC | COM | 031100100 | 536 | 4,730 | SH | SOLE | 4,730 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 334 | 2,396 | SH | SOLE | 2,396 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 3,567 | 25,809 | SH | SOLE | 25,809 | 0 | 0 | ||
BECTON DICKINSON & CO | COM | 075887109 | 287 | 1,287 | SH | SOLE | 1,287 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 219 | 820 | SH | SOLE | 820 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 231 | 1,605 | SH | SOLE | 1,605 | 0 | 0 | ||
DBX ETF TR | XTRACK MSCI EAFE | 233051200 | 33,797 | 1,009,464 | SH | SOLE | 1,009,464 | 0 | 0 | ||
EVERSOURCE ENERGY | COM | 30040W108 | 156 | 2,004 | SH | SOLE | 2,004 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 253 | 2,901 | SH | SOLE | 2,901 | 0 | 0 | ||
HAEMONETICS CORP MASS | COM | 405024100 | 277 | 3,742 | SH | SOLE | 3,742 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 15 | 53 | SH | SOLE | 53 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 197 | 1,661 | SH | SOLE | 1,661 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 223 | 836 | SH | SOLE | 836 | 0 | 0 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | 708 | 25,604 | SH | SOLE | 25,604 | 0 | 0 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 2,408 | 42,902 | SH | SOLE | 42,902 | 0 | 0 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | 1,089 | 13,711 | SH | SOLE | 13,711 | 0 | 0 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 728 | 11,014 | SH | SOLE | 11,014 | 0 | 0 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 10,001 | 103,811 | SH | SOLE | 103,811 | 0 | 0 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 312 | 5,019 | SH | SOLE | 5,019 | 0 | 0 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 4,400 | 60,634 | SH | SOLE | 60,634 | 0 | 0 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 277 | 4,948 | SH | SOLE | 4,948 | 0 | 0 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 76,984 | 967,861 | SH | SOLE | 967,861 | 0 | 0 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 429 | 5,507 | SH | SOLE | 5,507 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 366 | 1,021 | SH | SOLE | 1,021 | 0 | 0 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 347 | 1,759 | SH | SOLE | 1,759 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 11,436 | 54,351 | SH | SOLE | 54,351 | 0 | 0 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 11,902 | 57,485 | SH | SOLE | 57,485 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 496 | 3,035 | SH | SOLE | 3,035 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 123 | 1,179 | SH | SOLE | 1,179 | 0 | 0 | ||
LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 5,763 | 870,558 | SH | SOLE | 870,558 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 131 | 462 | SH | SOLE | 462 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 2,465 | 10,685 | SH | SOLE | 10,685 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 192 | 2,232 | SH | SOLE | 2,232 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 445 | 3,278 | SH | SOLE | 3,278 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 432 | 1,853 | SH | SOLE | 1,853 | 0 | 0 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 324 | 1,547 | SH | SOLE | 1,547 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 100 | 612 | SH | SOLE | 612 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 127 | 2,895 | SH | SOLE | 2,895 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 221 | 1,748 | SH | SOLE | 1,748 | 0 | 0 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 407 | 18,189 | SH | SOLE | 18,189 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 212 | 1,783 | SH | SOLE | 1,783 | 0 | 0 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 458 | 14,771 | SH | SOLE | 14,771 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 285 | 797 | SH | SOLE | 797 | 0 | 0 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 1,005 | 9,014 | SH | SOLE | 9,014 | 0 | 0 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | 12,425 | 441,713 | SH | SOLE | 441,713 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 13,294 | 448,530 | SH | SOLE | 448,530 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 38 | 145 | SH | SOLE | 145 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 123 | 243 | SH | SOLE | 243 | 0 | 0 | ||
UPWORK INC | COM | 91688F104 | 535 | 39,314 | SH | SOLE | 39,314 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 476 | 2,225 | SH | SOLE | 2,225 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 33,864 | 188,690 | SH | SOLE | 188,690 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 315 | 4,158 | SH | SOLE | 4,158 | 0 | 0 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 242 | 6,652 | SH | SOLE | 6,652 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 613 | 14,116 | SH | SOLE | 14,116 | 0 | 0 |