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 |
SESEN BIO INC | COM | 817763105 | 16 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
NUVEEN FLOATING RATE INCOME | COM | 67072T108 | 162 | 19,464 | SH | SOLE | 0 | 0 | 19,464 | ||
LORDSTOWN MOTORS CORP | COM CL A | 54405Q100 | 18 | 11,035 | SH | SOLE | 0 | 0 | 11,035 | ||
WORKHORSE GROUP INC | COM NEW | 98138J206 | 27 | 10,300 | SH | SOLE | 0 | 0 | 10,300 | ||
AT&T INC | COM | 00206R102 | 334 | 16,007 | SH | SOLE | 0 | 0 | 16,007 | ||
ABBOTT LABS | COM | 002824100 | 249 | 2,300 | SH | SOLE | 0 | 0 | 2,300 | ||
ABBVIE INC | COM | 00287Y109 | 581 | 3,798 | SH | SOLE | 0 | 0 | 3,798 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 736 | 337 | SH | SOLE | 0 | 0 | 337 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 581 | 267 | SH | SOLE | 0 | 0 | 267 | ||
ALTRIA GROUP INC | COM | 02209S103 | 358 | 8,616 | SH | SOLE | 0 | 0 | 8,616 | ||
AMAZON COM INC | COM | 023135106 | 1,641 | 15,480 | SH | SOLE | 0 | 0 | 15,480 | ||
AMERICAN CENTY ETF TR | DIVERSIFID CRP | 025072109 | 367 | 7,950 | SH | SOLE | 0 | 0 | 7,950 | ||
AMERICAN CENTY ETF TR | DIVERSIFIED MU | 025072505 | 200 | 4,000 | SH | SOLE | 0 | 0 | 4,000 | ||
AMETEK INC | COM | 031100100 | 297 | 2,700 | SH | SOLE | 0 | 0 | 2,700 | ||
AMGEN INC | COM | 031162100 | 494 | 2,036 | SH | SOLE | 0 | 0 | 2,036 | ||
APPLE INC | COM | 037833100 | 4,158 | 30,434 | SH | SOLE | 0 | 0 | 30,434 | ||
BK OF AMERICA CORP | COM | 060505104 | 215 | 6,823 | SH | SOLE | 0 | 0 | 6,823 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 629 | 2,302 | SH | SOLE | 0 | 0 | 2,302 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 254 | 3,285 | SH | SOLE | 0 | 0 | 3,285 | ||
CVS HEALTH CORP | COM | 126650100 | 241 | 2,601 | SH | SOLE | 0 | 0 | 2,601 | ||
CHEVRON CORP NEW | COM | 166764100 | 235 | 1,624 | SH | SOLE | 0 | 0 | 1,624 | ||
CISCO SYS INC | COM | 17275R102 | 246 | 5,775 | SH | SOLE | 0 | 0 | 5,775 | ||
DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 | 1,302 | 31,920 | SH | SOLE | 0 | 0 | 31,920 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 1,421 | 29,604 | SH | SOLE | 0 | 0 | 29,604 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 9,678 | 415,278 | SH | SOLE | 0 | 0 | 415,278 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 2,042 | 64,652 | SH | SOLE | 0 | 0 | 64,652 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 3,410 | 158,936 | SH | SOLE | 0 | 0 | 158,936 | ||
DISNEY WALT CO | COM | 254687106 | 213 | 2,265 | SH | SOLE | 0 | 0 | 2,265 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 340 | 3,574 | SH | SOLE | 0 | 0 | 3,574 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,263 | 14,774 | SH | SOLE | 0 | 0 | 14,774 | ||
HINGHAM INSTN SVGS MASS | COM | 433323102 | 321 | 1,130 | SH | SOLE | 0 | 0 | 1,130 | ||
INTEL CORP | COM | 458140100 | 265 | 7,115 | SH | SOLE | 0 | 0 | 7,115 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 298 | 2,120 | SH | SOLE | 0 | 0 | 2,120 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 1,128 | 4,015 | SH | SOLE | 0 | 0 | 4,015 | ||
INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 | 203 | 9,160 | SH | SOLE | 0 | 0 | 9,160 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 2,883 | 34,454 | SH | SOLE | 0 | 0 | 34,454 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 1,943 | 16,493 | SH | SOLE | 0 | 0 | 16,493 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 774 | 6,807 | SH | SOLE | 0 | 0 | 6,807 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 5,942 | 15,677 | SH | SOLE | 0 | 0 | 15,677 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 794 | 7,842 | SH | SOLE | 0 | 0 | 7,842 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,374 | 21,478 | SH | SOLE | 0 | 0 | 21,478 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 3,038 | 50,360 | SH | SOLE | 0 | 0 | 50,360 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 1,473 | 10,698 | SH | SOLE | 0 | 0 | 10,698 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 1,066 | 12,882 | SH | SOLE | 0 | 0 | 12,882 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 329 | 3,254 | SH | SOLE | 0 | 0 | 3,254 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 546 | 8,446 | SH | SOLE | 0 | 0 | 8,446 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 775 | 3,422 | SH | SOLE | 0 | 0 | 3,422 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 351 | 2,417 | SH | SOLE | 0 | 0 | 2,417 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 710 | 3,248 | SH | SOLE | 0 | 0 | 3,248 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 403 | 2,975 | SH | SOLE | 0 | 0 | 2,975 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 306 | 4,558 | SH | SOLE | 0 | 0 | 4,558 | ||
ISHARES TR | U.S. TECH ETF | 464287721 | 485 | 6,061 | SH | SOLE | 0 | 0 | 6,061 | ||
ISHARES TR | U.S. REAL ES ETF | 464287739 | 484 | 5,284 | SH | SOLE | 0 | 0 | 5,284 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,613 | 60,720 | SH | SOLE | 0 | 0 | 60,720 | ||
ISHARES TR | JPMORGAN USD EMG | 464288281 | 223 | 2,624 | SH | SOLE | 0 | 0 | 2,624 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 321 | 3,023 | SH | SOLE | 0 | 0 | 3,023 | ||
ISHARES TR | ISHS 5-10YR INVT | 464288638 | 200 | 3,900 | SH | SOLE | 0 | 0 | 3,900 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 2,314 | 45,925 | SH | SOLE | 0 | 0 | 45,925 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 552 | 5,016 | SH | SOLE | 0 | 0 | 5,016 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 561 | 17,048 | SH | SOLE | 0 | 0 | 17,048 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 4,204 | 107,946 | SH | SOLE | 0 | 0 | 107,946 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 5,934 | 171,633 | SH | SOLE | 0 | 0 | 171,633 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 310 | 6,202 | SH | SOLE | 0 | 0 | 6,202 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 1,621 | 16,186 | SH | SOLE | 0 | 0 | 16,186 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 4,521 | 64,328 | SH | SOLE | 0 | 0 | 64,328 | ||
ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 | 846 | 17,122 | SH | SOLE | 0 | 0 | 17,122 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 573 | 5,136 | SH | SOLE | 0 | 0 | 5,136 | ||
ISHARES TR | MSCI USA MMENTM | 46432F396 | 389 | 2,854 | SH | SOLE | 0 | 0 | 2,854 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 422 | 7,394 | SH | SOLE | 0 | 0 | 7,394 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 1,825 | 30,987 | SH | SOLE | 0 | 0 | 30,987 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 2,012 | 42,414 | SH | SOLE | 0 | 0 | 42,414 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 293 | 5,911 | SH | SOLE | 0 | 0 | 5,911 | ||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 438 | 9,055 | SH | SOLE | 0 | 0 | 9,055 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 964 | 20,611 | SH | SOLE | 0 | 0 | 20,611 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 458 | 9,613 | SH | SOLE | 0 | 0 | 9,613 | ||
ISHARES TR | U.S. FIXED INCME | 46435U796 | 1,045 | 12,186 | SH | SOLE | 0 | 0 | 12,186 | ||
JPMORGAN CHASE &CO | COM | 46625H100 | 384 | 3,416 | SH | SOLE | 0 | 0 | 3,416 | ||
JOHNSON &JOHNSON | COM | 478160104 | 1,126 | 6,327 | SH | SOLE | 0 | 0 | 6,327 | ||
LILLY ELI &CO | COM | 532457108 | 219 | 677 | SH | SOLE | 0 | 0 | 677 | ||
MERCK &CO INC | COM | 58933Y105 | 218 | 2,398 | SH | SOLE | 0 | 0 | 2,398 | ||
MICROSOFT CORP | COM | 594918104 | 2,390 | 9,295 | SH | SOLE | 0 | 0 | 9,295 | ||
NVIDIA CORPORATION | COM | 67066G104 | 393 | 2,594 | SH | SOLE | 0 | 0 | 2,594 | ||
PEPSICO INC | COM | 713448108 | 248 | 1,491 | SH | SOLE | 0 | 0 | 1,491 | ||
PFIZER INC | COM | 717081103 | 336 | 6,389 | SH | SOLE | 0 | 0 | 6,389 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 2,904 | 20,215 | SH | SOLE | 0 | 0 | 20,215 | ||
PROLOGIS INC. | COM | 74340W103 | 852 | 7,226 | SH | SOLE | 0 | 0 | 7,226 | ||
RLI CORP | COM | 749607107 | 350 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 297 | 3,101 | SH | SOLE | 0 | 0 | 3,101 | ||
REALTY INCOME CORP | COM | 756109104 | 1,830 | 26,820 | SH | SOLE | 0 | 0 | 26,820 | ||
REPLIGEN CORP | COM | 759916109 | 279 | 1,720 | SH | SOLE | 0 | 0 | 1,720 | ||
ROGERS CORP | COM | 775133101 | 313 | 1,193 | SH | SOLE | 0 | 0 | 1,193 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 457 | 1,208 | SH | SOLE | 0 | 0 | 1,208 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 503 | 2,987 | SH | SOLE | 0 | 0 | 2,987 | ||
SPDR INDEX SHS FDS | S&P EMKTSC ETF | 78463X756 | 233 | 4,825 | SH | SOLE | 0 | 0 | 4,825 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 500 | 4,216 | SH | SOLE | 0 | 0 | 4,216 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 1,523 | 3,682 | SH | SOLE | 0 | 0 | 3,682 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 514 | 7,177 | SH | SOLE | 0 | 0 | 7,177 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 251 | 3,460 | SH | SOLE | 0 | 0 | 3,460 | ||
STARBUCKS CORP | COM | 855244109 | 206 | 2,699 | SH | SOLE | 0 | 0 | 2,699 | ||
TESLA INC | COM | 88160R101 | 623 | 926 | SH | SOLE | 0 | 0 | 926 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 217 | 424 | SH | SOLE | 0 | 0 | 424 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 3,409 | 23,753 | SH | SOLE | 0 | 0 | 23,753 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 290 | 5,614 | SH | SOLE | 0 | 0 | 5,614 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 549 | 2,522 | SH | SOLE | 0 | 0 | 2,522 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 529 | 7,050 | SH | SOLE | 0 | 0 | 7,050 | ||
VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 921943858 | 382 | 9,346 | SH | SOLE | 0 | 0 | 9,346 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 10,772 | 105,948 | SH | SOLE | 0 | 0 | 105,948 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 2,583 | 43,939 | SH | SOLE | 0 | 0 | 43,939 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 266 | 5,373 | SH | SOLE | 0 | 0 | 5,373 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 732 | 17,588 | SH | SOLE | 0 | 0 | 17,588 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 245 | 3,233 | SH | SOLE | 0 | 0 | 3,233 | ||
VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | 236 | 3,082 | SH | SOLE | 0 | 0 | 3,082 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 230 | 2,878 | SH | SOLE | 0 | 0 | 2,878 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 958 | 19,191 | SH | SOLE | 0 | 0 | 19,191 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 425 | 1,223 | SH | SOLE | 0 | 0 | 1,223 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 1,219 | 13,344 | SH | SOLE | 0 | 0 | 13,344 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 201 | 1,340 | SH | SOLE | 0 | 0 | 1,340 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 214 | 1,086 | SH | SOLE | 0 | 0 | 1,086 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 6,542 | 29,368 | SH | SOLE | 0 | 0 | 29,368 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 3,032 | 22,992 | SH | SOLE | 0 | 0 | 22,992 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,085 | 6,160 | SH | SOLE | 0 | 0 | 6,160 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 305 | 1,609 | SH | SOLE | 0 | 0 | 1,609 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 779 | 15,317 | SH | SOLE | 0 | 0 | 15,317 | ||
WELLS FARGO CO NEW | COM | 949746101 | 244 | 6,242 | SH | SOLE | 0 | 0 | 6,242 | ||
WELLTOWER INC | COM | 95040Q104 | 404 | 4,927 | SH | SOLE | 0 | 0 | 4,927 |