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 |
AT&T INC | COM | 00206R102 | 246 | 16,030 | SH | SOLE | 0 | 0 | 16,030 | ||
ABBOTT LABS | COM | 002824100 | 223 | 2,300 | SH | SOLE | 0 | 0 | 2,300 | ||
ABBVIE INC | COM | 00287Y109 | 510 | 3,798 | SH | SOLE | 0 | 0 | 3,798 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 656 | 6,826 | SH | SOLE | 0 | 0 | 6,826 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 511 | 5,340 | SH | SOLE | 0 | 0 | 5,340 | ||
ALTRIA GROUP INC | COM | 02209S103 | 348 | 8,616 | SH | SOLE | 0 | 0 | 8,616 | ||
AMAZON COM INC | COM | 023135106 | 1,770 | 15,660 | SH | SOLE | 0 | 0 | 15,660 | ||
AMERICAN CENTY ETF TR | DIVERSIFID CRP | 025072109 | 355 | 7,950 | SH | SOLE | 0 | 0 | 7,950 | ||
AMETEK INC | COM | 031100100 | 306 | 2,700 | SH | SOLE | 0 | 0 | 2,700 | ||
AMGEN INC | COM | 031162100 | 459 | 2,036 | SH | SOLE | 0 | 0 | 2,036 | ||
APPLE INC | COM | 037833100 | 4,170 | 30,175 | SH | SOLE | 0 | 0 | 30,175 | ||
BK OF AMERICA CORP | COM | 060505104 | 206 | 6,832 | SH | SOLE | 0 | 0 | 6,832 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 611 | 2,289 | SH | SOLE | 0 | 0 | 2,289 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 234 | 3,285 | SH | SOLE | 0 | 0 | 3,285 | ||
CVS HEALTH CORP | COM | 126650100 | 248 | 2,601 | SH | SOLE | 0 | 0 | 2,601 | ||
CHEVRON CORP NEW | COM | 166764100 | 233 | 1,624 | SH | SOLE | 0 | 0 | 1,624 | ||
CISCO SYS INC | COM | 17275R102 | 231 | 5,764 | SH | SOLE | 0 | 0 | 5,764 | ||
DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 | 1,294 | 33,329 | SH | SOLE | 0 | 0 | 33,329 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 1,377 | 29,605 | SH | SOLE | 0 | 0 | 29,605 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 9,661 | 434,408 | SH | SOLE | 0 | 0 | 434,408 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 1,939 | 65,468 | SH | SOLE | 0 | 0 | 65,468 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 3,137 | 166,090 | SH | SOLE | 0 | 0 | 166,090 | ||
DISNEY WALT CO | COM | 254687106 | 282 | 2,992 | SH | SOLE | 0 | 0 | 2,992 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 295 | 3,574 | SH | SOLE | 0 | 0 | 3,574 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,280 | 14,666 | SH | SOLE | 0 | 0 | 14,666 | ||
META PLATFORMS INC | CL A | 30303M102 | 394 | 2,901 | SH | SOLE | 0 | 0 | 2,901 | ||
FORTINET INC | COM | 34959E109 | 246 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
HINGHAM INSTN SVGS MASS | COM | 433323102 | 284 | 1,130 | SH | SOLE | 0 | 0 | 1,130 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 248 | 2,084 | SH | SOLE | 0 | 0 | 2,084 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 1,104 | 4,130 | SH | SOLE | 0 | 0 | 4,130 | ||
INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 | 202 | 9,206 | SH | SOLE | 0 | 0 | 9,206 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 2,650 | 33,319 | SH | SOLE | 0 | 0 | 33,319 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 1,789 | 16,686 | SH | SOLE | 0 | 0 | 16,686 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 714 | 6,804 | SH | SOLE | 0 | 0 | 6,804 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 5,668 | 15,805 | SH | SOLE | 0 | 0 | 15,805 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 753 | 7,815 | SH | SOLE | 0 | 0 | 7,815 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,101 | 20,510 | SH | SOLE | 0 | 0 | 20,510 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 2,924 | 50,549 | SH | SOLE | 0 | 0 | 50,549 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 1,390 | 10,814 | SH | SOLE | 0 | 0 | 10,814 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 1,097 | 13,512 | SH | SOLE | 0 | 0 | 13,512 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 310 | 3,231 | SH | SOLE | 0 | 0 | 3,231 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 558 | 8,977 | SH | SOLE | 0 | 0 | 8,977 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 763 | 3,480 | SH | SOLE | 0 | 0 | 3,480 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 636 | 4,679 | SH | SOLE | 0 | 0 | 4,679 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 852 | 4,051 | SH | SOLE | 0 | 0 | 4,051 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 381 | 2,953 | SH | SOLE | 0 | 0 | 2,953 | ||
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 296 | 1,433 | SH | SOLE | 0 | 0 | 1,433 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 285 | 4,558 | SH | SOLE | 0 | 0 | 4,558 | ||
ISHARES TR | U.S. TECH ETF | 464287721 | 445 | 6,061 | SH | SOLE | 0 | 0 | 6,061 | ||
ISHARES TR | U.S. REAL ES ETF | 464287739 | 432 | 5,309 | SH | SOLE | 0 | 0 | 5,309 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,599 | 64,214 | SH | SOLE | 0 | 0 | 64,214 | ||
ISHARES TR | JPMORGAN USD EMG | 464288281 | 323 | 4,068 | SH | SOLE | 0 | 0 | 4,068 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 341 | 3,323 | SH | SOLE | 0 | 0 | 3,323 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 2,273 | 46,125 | SH | SOLE | 0 | 0 | 46,125 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 571 | 5,190 | SH | SOLE | 0 | 0 | 5,190 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 540 | 17,055 | SH | SOLE | 0 | 0 | 17,055 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 3,990 | 108,981 | SH | SOLE | 0 | 0 | 108,981 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 5,472 | 167,741 | SH | SOLE | 0 | 0 | 167,741 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 312 | 6,202 | SH | SOLE | 0 | 0 | 6,202 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 1,490 | 16,323 | SH | SOLE | 0 | 0 | 16,323 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 4,281 | 64,760 | SH | SOLE | 0 | 0 | 64,760 | ||
ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 | 777 | 15,783 | SH | SOLE | 0 | 0 | 15,783 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 530 | 5,100 | SH | SOLE | 0 | 0 | 5,100 | ||
ISHARES TR | MSCI USA MMENTM | 46432F396 | 375 | 2,856 | SH | SOLE | 0 | 0 | 2,856 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 405 | 7,944 | SH | SOLE | 0 | 0 | 7,944 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 1,601 | 30,391 | SH | SOLE | 0 | 0 | 30,391 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 2,045 | 44,371 | SH | SOLE | 0 | 0 | 44,371 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 260 | 6,052 | SH | SOLE | 0 | 0 | 6,052 | ||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 429 | 9,055 | SH | SOLE | 0 | 0 | 9,055 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 941 | 21,156 | SH | SOLE | 0 | 0 | 21,156 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 429 | 9,638 | SH | SOLE | 0 | 0 | 9,638 | ||
ISHARES TR | U.S. FIXED INCME | 46435U796 | 973 | 11,876 | SH | SOLE | 0 | 0 | 11,876 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 357 | 3,416 | SH | SOLE | 0 | 0 | 3,416 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,027 | 6,288 | SH | SOLE | 0 | 0 | 6,288 | ||
LILLY ELI & CO | COM | 532457108 | 219 | 677 | SH | SOLE | 0 | 0 | 677 | ||
LORDSTOWN MOTORS CORP | COM CL A | 54405Q100 | 20 | 11,035 | SH | SOLE | 0 | 0 | 11,035 | ||
MERCK & CO INC | COM | 58933Y105 | 207 | 2,398 | SH | SOLE | 0 | 0 | 2,398 | ||
MICROSOFT CORP | COM | 594918104 | 2,182 | 9,368 | SH | SOLE | 0 | 0 | 9,368 | ||
NVIDIA CORPORATION | COM | 67066G104 | 254 | 2,094 | SH | SOLE | 0 | 0 | 2,094 | ||
NUVEEN FLOATING RATE INCOME | COM | 67072T108 | 158 | 19,497 | SH | SOLE | 0 | 0 | 19,497 | ||
PEPSICO INC | COM | 713448108 | 235 | 1,441 | SH | SOLE | 0 | 0 | 1,441 | ||
PFIZER INC | COM | 717081103 | 289 | 6,595 | SH | SOLE | 0 | 0 | 6,595 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 2,559 | 20,269 | SH | SOLE | 0 | 0 | 20,269 | ||
PROLOGIS INC. | COM | 74340W103 | 734 | 7,226 | SH | SOLE | 0 | 0 | 7,226 | ||
RLI CORP | COM | 749607107 | 307 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 254 | 3,101 | SH | SOLE | 0 | 0 | 3,101 | ||
REALTY INCOME CORP | COM | 756109104 | 1,628 | 27,980 | SH | SOLE | 0 | 0 | 27,980 | ||
REPLIGEN CORP | COM | 759916109 | 322 | 1,720 | SH | SOLE | 0 | 0 | 1,720 | ||
ROGERS CORP | COM | 775133101 | 289 | 1,193 | SH | SOLE | 0 | 0 | 1,193 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 432 | 1,209 | SH | SOLE | 0 | 0 | 1,209 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 462 | 2,987 | SH | SOLE | 0 | 0 | 2,987 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 470 | 4,216 | SH | SOLE | 0 | 0 | 4,216 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 1,479 | 3,683 | SH | SOLE | 0 | 0 | 3,683 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 543 | 8,171 | SH | SOLE | 0 | 0 | 8,171 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 236 | 3,530 | SH | SOLE | 0 | 0 | 3,530 | ||
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 256 | 8,420 | SH | SOLE | 0 | 0 | 8,420 | ||
SESEN BIO INC | COM | 817763105 | 9 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
STARBUCKS CORP | COM | 855244109 | 228 | 2,704 | SH | SOLE | 0 | 0 | 2,704 | ||
TESLA INC | COM | 88160R101 | 1,520 | 5,730 | SH | SOLE | 0 | 0 | 5,730 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 235 | 465 | SH | SOLE | 0 | 0 | 465 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 3,229 | 23,888 | SH | SOLE | 0 | 0 | 23,888 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 375 | 8,199 | SH | SOLE | 0 | 0 | 8,199 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 526 | 2,522 | SH | SOLE | 0 | 0 | 2,522 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 530 | 7,425 | SH | SOLE | 0 | 0 | 7,425 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 336 | 9,229 | SH | SOLE | 0 | 0 | 9,229 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 10,510 | 110,777 | SH | SOLE | 0 | 0 | 110,777 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 2,463 | 47,321 | SH | SOLE | 0 | 0 | 47,321 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | 206 | 4,218 | SH | SOLE | 0 | 0 | 4,218 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 256 | 5,373 | SH | SOLE | 0 | 0 | 5,373 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 205 | 4,626 | SH | SOLE | 0 | 0 | 4,626 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 698 | 19,126 | SH | SOLE | 0 | 0 | 19,126 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 221 | 2,973 | SH | SOLE | 0 | 0 | 2,973 | ||
VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | 238 | 3,280 | SH | SOLE | 0 | 0 | 3,280 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 236 | 3,119 | SH | SOLE | 0 | 0 | 3,119 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 924 | 19,191 | SH | SOLE | 0 | 0 | 19,191 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 474 | 1,444 | SH | SOLE | 0 | 0 | 1,444 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 1,074 | 13,400 | SH | SOLE | 0 | 0 | 13,400 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 204 | 1,086 | SH | SOLE | 0 | 0 | 1,086 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 7,025 | 32,835 | SH | SOLE | 0 | 0 | 32,835 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 3,180 | 25,751 | SH | SOLE | 0 | 0 | 25,751 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,049 | 6,136 | SH | SOLE | 0 | 0 | 6,136 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 999 | 5,567 | SH | SOLE | 0 | 0 | 5,567 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 582 | 15,318 | SH | SOLE | 0 | 0 | 15,318 | ||
WELLS FARGO CO NEW | COM | 949746101 | 251 | 6,243 | SH | SOLE | 0 | 0 | 6,243 | ||
WELLTOWER INC | COM | 95040Q104 | 317 | 4,927 | SH | SOLE | 0 | 0 | 4,927 | ||
WORKHORSE GROUP INC | COM NEW | 98138J206 | 30 | 10,300 | SH | SOLE | 0 | 0 | 10,300 |