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 | 283 | 2,189 | SH | SOLE | 0 | 0 | 2,189 | ||
ABBOTT LABS | COM | 002824100 | 218 | 2,005 | SH | SOLE | 0 | 0 | 2,005 | ||
ABBVIE INC | COM | 00287Y109 | 289 | 1,889 | SH | SOLE | 0 | 0 | 1,889 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 211 | 577 | SH | SOLE | 0 | 0 | 577 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 1,318 | 603 | SH | SOLE | 0 | 0 | 603 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,717 | 788 | SH | SOLE | 0 | 0 | 788 | ||
AMAZON COM INC | COM | 023135106 | 575 | 5,418 | SH | SOLE | 0 | 0 | 5,418 | ||
AMERICAN ELEC PWR CO INC | COM | 025537101 | 248 | 2,584 | SH | SOLE | 0 | 0 | 2,584 | ||
APPLE INC | COM | 037833100 | 4,448 | 32,536 | SH | SOLE | 0 | 0 | 32,536 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 232 | 2,996 | SH | SOLE | 0 | 0 | 2,996 | ||
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 221 | 3,341 | SH | SOLE | 0 | 0 | 3,341 | ||
AT&T INC | COM | 00206R102 | 398 | 18,984 | SH | SOLE | 0 | 0 | 18,984 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 231 | 1,099 | SH | SOLE | 0 | 0 | 1,099 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 409 | 1 | SH | SOLE | 0 | 0 | 1 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 384 | 1,407 | SH | SOLE | 0 | 0 | 1,407 | ||
BK OF AMERICA CORP | COM | 060505104 | 306 | 9,817 | SH | SOLE | 0 | 0 | 9,817 | ||
BOEING CO | COM | 097023105 | 893 | 6,532 | SH | SOLE | 0 | 0 | 6,532 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 1,596 | 42,815 | SH | SOLE | 0 | 0 | 42,815 | ||
BROADCOM INC | COM | 11135F101 | 281 | 578 | SH | SOLE | 0 | 0 | 578 | ||
CHUBB LIMITED | COM | H1467J104 | 272 | 1,386 | SH | SOLE | 0 | 0 | 1,386 | ||
CIGNA CORP NEW | COM | 125523100 | 291 | 1,105 | SH | SOLE | 0 | 0 | 1,105 | ||
CISCO SYS INC | COM | 17275R102 | 251 | 5,890 | SH | SOLE | 0 | 0 | 5,890 | ||
COCA COLA CO | COM | 191216100 | 467 | 7,422 | SH | SOLE | 0 | 0 | 7,422 | ||
COMCAST CORP NEW | CL A | 20030N101 | 303 | 7,728 | SH | SOLE | 0 | 0 | 7,728 | ||
CONOCOPHILLIPS | COM | 20825C104 | 269 | 2,992 | SH | SOLE | 0 | 0 | 2,992 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 278 | 580 | SH | SOLE | 0 | 0 | 580 | ||
CVS HEALTH CORP | COM | 126650100 | 348 | 3,760 | SH | SOLE | 0 | 0 | 3,760 | ||
DANAHER CORPORATION | COM | 235851102 | 386 | 1,524 | SH | SOLE | 0 | 0 | 1,524 | ||
DIGITALOCEAN HLDGS INC | COM | 25402D102 | 818 | 19,786 | SH | SOLE | 0 | 0 | 19,786 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 215 | 876 | SH | SOLE | 0 | 0 | 876 | ||
DOLLAR TREE INC | COM | 256746108 | 300 | 1,924 | SH | SOLE | 0 | 0 | 1,924 | ||
EASTERN BANKSHARES INC | COM | 27627N105 | 620 | 33,564 | SH | SOLE | 0 | 0 | 33,564 | ||
EXXON MOBIL CORP | COM | 30231G102 | 427 | 4,990 | SH | SOLE | 0 | 0 | 4,990 | ||
GEE GROUP INC | COM | 36165A102 | 5 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | 1,117 | 11,191 | SH | SOLE | 0 | 0 | 11,191 | ||
HAEMONETICS CORP MASS | COM | 405024100 | 937 | 14,368 | SH | SOLE | 0 | 0 | 14,368 | ||
HOLOGIC INC | COM | 436440101 | 599 | 8,641 | SH | SOLE | 0 | 0 | 8,641 | ||
HOME DEPOT INC | COM | 437076102 | 657 | 2,394 | SH | SOLE | 0 | 0 | 2,394 | ||
HONEYWELL INTL INC | COM | 438516106 | 296 | 1,704 | SH | SOLE | 0 | 0 | 1,704 | ||
HSBC HLDGS PLC | SPON ADR NEW | 404280406 | 293 | 8,975 | SH | SOLE | 0 | 0 | 8,975 | ||
HUBSPOT INC | COM | 443573100 | 729 | 2,425 | SH | SOLE | 0 | 0 | 2,425 | ||
INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | 46138E198 | 364 | 7,091 | SH | SOLE | 0 | 0 | 7,091 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | 772 | 5,226 | SH | SOLE | 0 | 0 | 5,226 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 306 | 1,091 | SH | SOLE | 0 | 0 | 1,091 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 11,715 | 238,780 | SH | SOLE | 0 | 0 | 238,780 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 1,515 | 18,305 | SH | SOLE | 0 | 0 | 18,305 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 25,993 | 255,638 | SH | SOLE | 0 | 0 | 255,638 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 8,954 | 84,184 | SH | SOLE | 0 | 0 | 84,184 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 8,481 | 144,113 | SH | SOLE | 0 | 0 | 144,113 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 33,180 | 146,664 | SH | SOLE | 0 | 0 | 146,664 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 5,313 | 106,429 | SH | SOLE | 0 | 0 | 106,429 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 973 | 8,839 | SH | SOLE | 0 | 0 | 8,839 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 4,499 | 61,117 | SH | SOLE | 0 | 0 | 61,117 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 4,560 | 83,540 | SH | SOLE | 0 | 0 | 83,540 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 4,931 | 23,732 | SH | SOLE | 0 | 0 | 23,732 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 466 | 2,131 | SH | SOLE | 0 | 0 | 2,131 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 431 | 2,976 | SH | SOLE | 0 | 0 | 2,976 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 4,075 | 24,059 | SH | SOLE | 0 | 0 | 24,059 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 582 | 9,646 | SH | SOLE | 0 | 0 | 9,646 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 97,440 | 256,997 | SH | SOLE | 0 | 0 | 256,997 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 22,939 | 248,226 | SH | SOLE | 0 | 0 | 248,226 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 7,140 | 68,218 | SH | SOLE | 0 | 0 | 68,218 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 8,253 | 98,512 | SH | SOLE | 0 | 0 | 98,512 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 1,979 | 34,695 | SH | SOLE | 0 | 0 | 34,695 | ||
JOHNSON & JOHNSON | COM | 478160104 | 845 | 4,759 | SH | SOLE | 0 | 0 | 4,759 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 685 | 6,085 | SH | SOLE | 0 | 0 | 6,085 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 1,071 | 7,766 | SH | SOLE | 0 | 0 | 7,766 | ||
LILLY ELI & CO | COM | 532457108 | 397 | 1,225 | SH | SOLE | 0 | 0 | 1,225 | ||
LINDE PLC | SHS | G5494J103 | 200 | 697 | SH | SOLE | 0 | 0 | 697 | ||
LOWES COS INC | COM | 548661107 | 200 | 1,143 | SH | SOLE | 0 | 0 | 1,143 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 236 | 1,521 | SH | SOLE | 0 | 0 | 1,521 | ||
MCDONALDS CORP | COM | 580135101 | 329 | 1,334 | SH | SOLE | 0 | 0 | 1,334 | ||
MERCK & CO INC | COM | 58933Y105 | 613 | 6,723 | SH | SOLE | 0 | 0 | 6,723 | ||
META PLATFORMS INC | CL A | 30303M102 | 234 | 1,448 | SH | SOLE | 0 | 0 | 1,448 | ||
MICROSOFT CORP | COM | 594918104 | 2,896 | 11,278 | SH | SOLE | 0 | 0 | 11,278 | ||
MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 606822104 | 221 | 41,385 | SH | SOLE | 0 | 0 | 41,385 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 239 | 3,081 | SH | SOLE | 0 | 0 | 3,081 | ||
NIKE INC | CL B | 654106103 | 206 | 2,012 | SH | SOLE | 0 | 0 | 2,012 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 283 | 592 | SH | SOLE | 0 | 0 | 592 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 241 | 2,854 | SH | SOLE | 0 | 0 | 2,854 | ||
NOVO-NORDISK A S | ADR | 670100205 | 200 | 1,794 | SH | SOLE | 0 | 0 | 1,794 | ||
NVIDIA CORPORATION | COM | 67066G104 | 249 | 1,642 | SH | SOLE | 0 | 0 | 1,642 | ||
PEPSICO INC | COM | 713448108 | 583 | 3,500 | SH | SOLE | 0 | 0 | 3,500 | ||
PFIZER INC | COM | 717081103 | 730 | 13,915 | SH | SOLE | 0 | 0 | 13,915 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 253 | 2,563 | SH | SOLE | 0 | 0 | 2,563 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 445 | 3,095 | SH | SOLE | 0 | 0 | 3,095 | ||
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 313 | 4,953 | SH | SOLE | 0 | 0 | 4,953 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 240 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
RIO TINTO PLC | SPONSORED ADR | 767204100 | 231 | 3,785 | SH | SOLE | 0 | 0 | 3,785 | ||
ROYAL BK CDA | COM | 780087102 | 310 | 3,202 | SH | SOLE | 0 | 0 | 3,202 | ||
S&P GLOBAL INC | COM | 78409V104 | 313 | 928 | SH | SOLE | 0 | 0 | 928 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 570 | 18,241 | SH | SOLE | 0 | 0 | 18,241 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 529 | 11,838 | SH | SOLE | 0 | 0 | 11,838 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,320 | 21,038 | SH | SOLE | 0 | 0 | 21,038 | ||
SHOPIFY INC | CL A | 82509L107 | 358 | 11,464 | SH | SOLE | 0 | 0 | 11,464 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 101 | 16,149 | SH | SOLE | 0 | 0 | 16,149 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 2,550 | 73,341 | SH | SOLE | 0 | 0 | 73,341 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,479 | 11,873 | SH | SOLE | 0 | 0 | 11,873 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 516 | 1,248 | SH | SOLE | 0 | 0 | 1,248 | ||
SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | 670 | 7,387 | SH | SOLE | 0 | 0 | 7,387 | ||
SPDR SER TR | S&P 500 ESG ETF | 78468R531 | 289 | 7,988 | SH | SOLE | 0 | 0 | 7,988 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 568 | 4,789 | SH | SOLE | 0 | 0 | 4,789 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 216 | 2,644 | SH | SOLE | 0 | 0 | 2,644 | ||
TEXAS INSTRS INC | COM | 882508104 | 210 | 1,368 | SH | SOLE | 0 | 0 | 1,368 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 218 | 401 | SH | SOLE | 0 | 0 | 401 | ||
TOTALENERGIES SE | SPONSORED ADS | 89151E109 | 419 | 7,965 | SH | SOLE | 0 | 0 | 7,965 | ||
TOYOTA MOTOR CORP | ADS | 892331307 | 500 | 3,246 | SH | SOLE | 0 | 0 | 3,246 | ||
TRUIST FINL CORP | COM | 89832Q109 | 246 | 5,197 | SH | SOLE | 0 | 0 | 5,197 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 485 | 944 | SH | SOLE | 0 | 0 | 944 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 889 | 11,814 | SH | SOLE | 0 | 0 | 11,814 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,440 | 6,459 | SH | SOLE | 0 | 0 | 6,459 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 14,922 | 75,757 | SH | SOLE | 0 | 0 | 75,757 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 5,911 | 17,041 | SH | SOLE | 0 | 0 | 17,041 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 8,582 | 48,732 | SH | SOLE | 0 | 0 | 48,732 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 3,264 | 17,306 | SH | SOLE | 0 | 0 | 17,306 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 846 | 6,412 | SH | SOLE | 0 | 0 | 6,412 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 511 | 10,230 | SH | SOLE | 0 | 0 | 10,230 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 1,323 | 12,820 | SH | SOLE | 0 | 0 | 12,820 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 7,335 | 176,111 | SH | SOLE | 0 | 0 | 176,111 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 9,235 | 185,005 | SH | SOLE | 0 | 0 | 185,005 | ||
VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 921943858 | 4,659 | 114,185 | SH | SOLE | 0 | 0 | 114,185 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 640 | 6,294 | SH | SOLE | 0 | 0 | 6,294 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 613 | 12,078 | SH | SOLE | 0 | 0 | 12,078 | ||
VISA INC | COM CL A | 92826C839 | 433 | 2,197 | SH | SOLE | 0 | 0 | 2,197 |