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 |
3M CO | COM | 88579Y101 | 735 | 3,700 | SH | SOLE | 0 | 0 | 3,700 | ||
AIRBNB INC | COM CL A | 009066101 | 211 | 1,380 | SH | SOLE | 0 | 0 | 1,380 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 972 | 398 | SH | SOLE | 0 | 0 | 398 | ||
AMAZON COM INC | COM | 023135106 | 2,436 | 708 | SH | SOLE | 0 | 0 | 708 | ||
APPLE INC | COM | 037833100 | 2,983 | 21,781 | SH | SOLE | 0 | 0 | 21,781 | ||
ARK ETF TR | AUTNMUS TECHNLGY | 00214Q203 | 245 | 2,842 | SH | SOLE | 0 | 0 | 2,842 | ||
ARK ETF TR | GENOMIC REV ETF | 00214Q302 | 219 | 2,368 | SH | SOLE | 0 | 0 | 2,368 | ||
AT&T INC | COM | 00206R102 | 254 | 8,842 | SH | SOLE | 0 | 0 | 8,842 | ||
BALL CORP | COM | 058498106 | 207 | 2,550 | SH | SOLE | 0 | 0 | 2,550 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,108 | 3,985 | SH | SOLE | 0 | 0 | 3,985 | ||
EXXON MOBIL CORP | COM | 30231G102 | 615 | 9,754 | SH | SOLE | 0 | 0 | 9,754 | ||
FACEBOOK INC | CL A | 30303M102 | 289 | 830 | SH | SOLE | 0 | 0 | 830 | ||
GOLUB CAP BDC INC | COM | 38173M102 | 188 | 12,175 | SH | SOLE | 0 | 0 | 12,175 | ||
HOME DEPOT INC | COM | 437076102 | 772 | 2,421 | SH | SOLE | 0 | 0 | 2,421 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 206 | 3,081 | SH | SOLE | 0 | 0 | 3,081 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 6,028 | 14,020 | SH | SOLE | 0 | 0 | 14,020 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 598 | 10,909 | SH | SOLE | 0 | 0 | 10,909 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 525 | 4,483 | SH | SOLE | 0 | 0 | 4,483 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 541 | 5,021 | SH | SOLE | 0 | 0 | 5,021 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 362 | 4,841 | SH | SOLE | 0 | 0 | 4,841 | ||
JOHNSON & JOHNSON | COM | 478160104 | 299 | 1,814 | SH | SOLE | 0 | 0 | 1,814 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 255 | 1,638 | SH | SOLE | 0 | 0 | 1,638 | ||
LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 204 | 4,375 | SH | SOLE | 0 | 0 | 4,375 | ||
MICROSOFT CORP | COM | 594918104 | 1,708 | 6,307 | SH | SOLE | 0 | 0 | 6,307 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 236 | 3,226 | SH | SOLE | 0 | 0 | 3,226 | ||
NVIDIA CORPORATION | COM | 67066G104 | 369 | 461 | SH | SOLE | 0 | 0 | 461 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 348 | 1,193 | SH | SOLE | 0 | 0 | 1,193 | ||
PAYSAFE LIMITED | ORD | G6964L107 | 145 | 12,000 | SH | SOLE | 0 | 0 | 12,000 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 212 | 380 | SH | SOLE | 0 | 0 | 380 | ||
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 65 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
TJX COS INC NEW | COM | 872540109 | 162,062 | 2,403,762 | SH | SOLE | 0 | 0 | 2,403,762 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 264 | 5,266 | SH | SOLE | 0 | 0 | 5,266 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 336 | 2,173 | SH | SOLE | 0 | 0 | 2,173 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 277 | 4,938 | SH | SOLE | 0 | 0 | 4,938 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 1,355 | 24,868 | SH | SOLE | 0 | 0 | 24,868 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | 370 | 6,193 | SH | SOLE | 0 | 0 | 6,193 |