The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
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
VANGUARD WORLD FD ESG US STK ETF 921910733 2,704 59,049 SH   SOLE   0 0 59,049
SPDR SER TR BLMBRG BRC CNVRT 78464A359 213 4,450 SH   SOLE   0 0 4,450
MICRON TECHNOLOGY INC COM 595112103 324 7,705 SH   SOLE   0 0 7,705
PFIZER INC COM 717081103 6,148 188,359 SH   SOLE   0 0 188,359
ISHARES TR SHRT NAT MUN ETF 464288158 459 4,315 SH   SOLE   0 0 4,315
RAYTHEON CO COM NEW 755111507 2,410 18,375 SH   SOLE   0 0 18,375
ISHARES TR NATIONAL MUN ETF 464288414 1,673 14,804 SH   SOLE   0 0 14,804
DANAHER CORPORATION COM 235851102 768 5,549 SH   SOLE   0 0 5,549
GENERAL ELECTRIC CO COM 369604103 237 29,891 SH   SOLE   0 0 29,891
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,253 70,817 SH   SOLE   0 0 70,817
DISNEY WALT CO COM DISNEY 254687106 386 3,999 SH   SOLE   0 0 3,999
EVERSOURCE ENERGY COM 30040W108 220 2,807 SH   SOLE   0 0 2,807
SABINE ROYALTY TR UNIT BEN INT 785688102 282 10,209 SH   SOLE   0 0 10,209
VANGUARD INDEX FDS LARGE CAP ETF 922908637 441 3,724 SH   SOLE   0 0 3,724
AMERICAN EXPRESS CO COM 025816109 1,220 14,253 SH   SOLE   0 0 14,253
ADOBE INC COM 00724F101 444 1,395 SH   SOLE   0 0 1,395
ABBOTT LABS COM 002824100 466 5,910 SH   SOLE   0 0 5,910
PEPSICO INC COM 713448108 5,791 48,220 SH   SOLE   0 0 48,220
ISHARES TR SELECT DIVID ETF 464287168 270 3,677 SH   SOLE   0 0 3,677
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 516 15,479 SH   SOLE   0 0 15,479
COSTAR GROUP INC COM 22160N109 268 457 SH   SOLE   0 0 457
BK OF AMERICA CORP COM 060505104 4,107 193,464 SH   SOLE   0 0 193,464
VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 22,317 421,871 SH   SOLE   0 0 421,871
NEXTERA ENERGY INC COM 65339F101 6,947 28,871 SH   SOLE   0 0 28,871
COSTCO WHSL CORP NEW COM 22160K105 3,935 13,800 SH   SOLE   0 0 13,800
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,000 18,351 SH   SOLE   0 0 18,351
ROSS STORES INC COM 778296103 478 5,500 SH   SOLE   0 0 5,500
ABIOMED INC COM 003654100 377 2,595 SH   SOLE   0 0 2,595
AT&T INC COM 00206R102 680 23,339 SH   SOLE   0 0 23,339
AMAZON COM INC COM 023135106 4,274 2,192 SH   SOLE   0 0 2,192
PALO ALTO NETWORKS INC COM 697435105 2,977 18,159 SH   SOLE   0 0 18,159
WORKDAY INC CL A 98138H101 2,453 18,835 SH   SOLE   0 0 18,835
APPLE INC COM 037833100 16,419 64,570 SH   SOLE   0 0 64,570
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 249 1,528 SH   SOLE   0 0 1,528
REGENERON PHARMACEUTICALS COM 75886F107 487 998 SH   SOLE   0 0 998
UNION PAC CORP COM 907818108 3,077 21,813 SH   SOLE   0 0 21,813
MFS MUN INCOME TR SH BEN INT 552738106 251 39,246 SH   SOLE   0 0 39,246
FIDELITY TOTAL BD ETF 316188309 17,595 339,999 SH   SOLE   0 0 339,999
MERCK & CO. INC COM 58933Y105 1,123 14,599 SH   SOLE   0 0 14,599
LOWES COS INC COM 548661107 236 2,742 SH   SOLE   0 0 2,742
NOVO-NORDISK A S ADR 670100205 616 10,234 SH   SOLE   0 0 10,234
ORACLE CORP COM 68389X105 316 6,529 SH   SOLE   0 0 6,529
TEXAS INSTRS INC COM 882508104 501 5,014 SH   SOLE   0 0 5,014
INTERCONTINENTAL EXCHANGE IN COM 45866F104 654 8,093 SH   SOLE   0 0 8,093
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 58,431 711,009 SH   SOLE   0 0 711,009
TRUIST FINL CORP COM 89832Q109 214 6,930 SH   SOLE   0 0 6,930
WISDOMTREE TR US LARGECAP DIVD 97717W307 373 4,609 SH   SOLE   0 0 4,609
ISHARES TR EAFE SML CP ETF 464288273 886 19,764 SH   SOLE   0 0 19,764
PACCAR INC COM 693718108 277 4,536 SH   SOLE   0 0 4,536
VANGUARD INDEX FDS GROWTH ETF 922908736 5,929 37,842 SH   SOLE   0 0 37,842
ENTERPRISE PRODS PARTNERS L COM 293792107 194 13,565 SH   SOLE   0 0 13,565
PHILIP MORRIS INTL INC COM 718172109 289 3,955 SH   SOLE   0 0 3,955
WALMART INC COM 931142103 494 4,352 SH   SOLE   0 0 4,352
DBX ETF TR XTRACKERS LOW 233051267 3,597 78,393 SH   SOLE   0 0 78,393
INTEL CORP COM 458140100 5,357 98,991 SH   SOLE   0 0 98,991
ISHARES TR U.S. TECH ETF 464287721 1,130 5,531 SH   SOLE   0 0 5,531
ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 659 8,775 SH   SOLE   0 0 8,775
HORMEL FOODS CORP COM 440452100 1,102 23,626 SH   SOLE   0 0 23,626
ISHARES TR MSCI KLD400 SOC 464288570 1,475 15,144 SH   SOLE   0 0 15,144
V F CORP COM 918204108 1,877 34,708 SH   SOLE   0 0 34,708
DUKE ENERGY CORP NEW COM NEW 26441C204 218 2,696 SH   SOLE   0 0 2,696
UNITED TECHNOLOGIES CORP COM 913017109 3,140 33,292 SH   SOLE   0 0 33,292
NIKE INC CL B 654106103 3,085 37,290 SH   SOLE   0 0 37,290
ISHARES TR ESG MSCI USA SML 46435U663 693 34,724 SH   SOLE   0 0 34,724
COMCAST CORP NEW CL A 20030N101 5,166 150,263 SH   SOLE   0 0 150,263
BRISTOL-MYERS SQUIBB CO COM 110122108 1,235 22,164 SH   SOLE   0 0 22,164
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 2,111 16,096 SH   SOLE   0 0 16,096
ISHARES TR CORE S&P SCP ETF 464287804 485 8,637 SH   SOLE   0 0 8,637
CISCO SYS INC COM 17275R102 6,269 159,480 SH   SOLE   0 0 159,480
EXXON MOBIL CORP COM 30231G102 961 25,304 SH   SOLE   0 0 25,304
JPMORGAN CHASE & CO COM 46625H100 6,754 75,016 SH   SOLE   0 0 75,016
ANALOG DEVICES INC COM 032654105 748 8,338 SH   SOLE   0 0 8,338
ISHARES TR BARCLAYS 7 10 YR 464287440 362 2,981 SH   SOLE   0 0 2,981
ATHERSYS INC NEW COM 04744L106 35 11,620 SH   SOLE   0 0 11,620
OKTA INC CL A 679295105 3,533 28,897 SH   SOLE   0 0 28,897
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,679 25,593 SH   SOLE   0 0 25,593
ABBVIE INC COM 00287Y109 5,110 67,063 SH   SOLE   0 0 67,063
PROCTER & GAMBLE CO COM 742718109 2,068 18,802 SH   SOLE   0 0 18,802
VANGUARD INDEX FDS VALUE ETF 922908744 449 5,046 SH   SOLE   0 0 5,046
EATON CORP PLC SHS G29183103 4,143 53,331 SH   SOLE   0 0 53,331
ISHARES TR PFD AND INCM SEC 464288687 679 21,331 SH   SOLE   0 0 21,331
DIAGEO P L C SPON ADR NEW 25243Q205 2,630 20,685 SH   SOLE   0 0 20,685
WD-40 CO COM 929236107 275 1,371 SH   SOLE   0 0 1,371
ISHARES TR S&P 100 ETF 464287101 221 1,866 SH   SOLE   0 0 1,866
CHEVRON CORP NEW COM 166764100 525 7,242 SH   SOLE   0 0 7,242
FIDELITY COVINGTON TR MSCI HLTH CARE I 316092600 30,120 700,797 SH   SOLE   0 0 700,797
ISHARES TR CORE DIV GRWTH 46434V621 297 9,118 SH   SOLE   0 0 9,118
VANGUARD INDEX FDS SML CP GRW ETF 922908595 10,114 67,294 SH   SOLE   0 0 67,294
VANGUARD INDEX FDS MID CAP ETF 922908629 310 2,356 SH   SOLE   0 0 2,356
ISHARES TR ESG USD CORPT 46435G193 2,110 82,081 SH   SOLE   0 0 82,081
SAP SE SPON ADR 803054204 276 2,500 SH   SOLE   0 0 2,500
KIMBERLY CLARK CORP COM 494368103 366 2,859 SH   SOLE   0 0 2,859
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 280 3,519 SH   SOLE   0 0 3,519
SPDR SER TR NUVEEN BRC MUNIC 78468R721 628 12,563 SH   SOLE   0 0 12,563
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 42,544 411,493 SH   SOLE   0 0 411,493
VISA INC COM CL A 92826C839 6,378 39,584 SH   SOLE   0 0 39,584
ISHARES TR NASDAQ BIOTECH 464287556 2,133 19,800 SH   SOLE   0 0 19,800
CME GROUP INC COM 12572Q105 239 1,380 SH   SOLE   0 0 1,380
ISHARES TR IBOXX INV CP ETF 464287242 9,836 79,639 SH   SOLE   0 0 79,639
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,617 101,276 SH   SOLE   0 0 101,276
ISHARES TR 3 7 YR TREAS BD 464288661 1,041 7,806 SH   SOLE   0 0 7,806
FRANKLIN STR PPTYS CORP COM 35471R106 140 24,509 SH   SOLE   0 0 24,509
FACEBOOK INC CL A 30303M102 6,700 40,166 SH   SOLE   0 0 40,166
NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 1,921 65,655 SH   SOLE   0 0 65,655
TJX COS INC NEW COM 872540109 863 18,050 SH   SOLE   0 0 18,050
EXELON CORP COM 30161N101 226 6,149 SH   SOLE   0 0 6,149
ISHARES TR RUS MDCP VAL ETF 464287473 670 10,456 SH   SOLE   0 0 10,456
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 1,673 15,163 SH   SOLE   0 0 15,163
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1,826 10,992 SH   SOLE   0 0 10,992
FIDELITY COVINGTON TR QLTY FCTOR ETF 316092790 990 32,430 SH   SOLE   0 0 32,430
VANGUARD WORLD FD MEGA CAP INDEX 921910873 519 5,707 SH   SOLE   0 0 5,707
ISHARES GOLD TRUST ISHARES 464285105 1,168 77,531 SH   SOLE   0 0 77,531
ISHARES TR CORE US AGGBD ET 464287226 1,947 16,873 SH   SOLE   0 0 16,873
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,904 7 SH   SOLE   0 0 7
ALTRIA GROUP INC COM 02209S103 2,348 60,723 SH   SOLE   0 0 60,723
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 465 1,769 SH   SOLE   0 0 1,769
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 6,984 58,975 SH   SOLE   0 0 58,975
PNC FINL SVCS GROUP INC COM 693475105 327 3,414 SH   SOLE   0 0 3,414
SALESFORCE COM INC COM 79466L302 332 2,309 SH   SOLE   0 0 2,309
QUANTERIX CORP COM 74766Q101 625 34,000 SH   SOLE   0 0 34,000
HOME DEPOT INC COM 437076102 6,104 32,695 SH   SOLE   0 0 32,695
VANGUARD INDEX FDS TOTAL STK MKT 922908769 979 7,598 SH   SOLE   0 0 7,598
HUMANA INC COM 444859102 816 2,600 SH   SOLE   0 0 2,600
ISHARES TR IBOXX HI YD ETF 464288513 21,506 279,042 SH   SOLE   0 0 279,042
LOCKHEED MARTIN CORP COM 539830109 2,929 8,641 SH   SOLE   0 0 8,641
VERIZON COMMUNICATIONS INC COM 92343V104 5,677 105,656 SH   SOLE   0 0 105,656
NETFLIX INC COM 64110L106 309 823 SH   SOLE   0 0 823
ASML HOLDING N V N Y REGISTRY SHS N07059210 350 1,337 SH   SOLE   0 0 1,337
AMGEN INC COM 031162100 4,200 20,719 SH   SOLE   0 0 20,719
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 498 6,125 SH   SOLE   0 0 6,125
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 255 3,610 SH   SOLE   0 0 3,610
COCA COLA CO COM 191216100 231 5,223 SH   SOLE   0 0 5,223
WELLS FARGO CO NEW COM 949746101 284 9,899 SH   SOLE   0 0 9,899
INVESCO QQQ TR UNIT SER 1 46090E103 1,524 8,002 SH   SOLE   0 0 8,002
SOUTHERN CO COM 842587107 677 12,513 SH   SOLE   0 0 12,513
INTERNATIONAL BUSINESS MACHS COM 459200101 758 6,832 SH   SOLE   0 0 6,832
UNITEDHEALTH GROUP INC COM 91324P102 419 1,682 SH   SOLE   0 0 1,682
FIDELITY LTD TRM BD ETF 316188200 474 9,518 SH   SOLE   0 0 9,518
3M CO COM 88579Y101 671 4,913 SH   SOLE   0 0 4,913
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 393 1,658 SH   SOLE   0 0 1,658
SERVICENOW INC COM 81762P102 1,287 4,490 SH   SOLE   0 0 4,490
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2,252 28,775 SH   SOLE   0 0 28,775
ISHARES TR CORE MSCI EAFE 46432F842 1,148 23,007 SH   SOLE   0 0 23,007
ISHARES TR MRNGSTR LG-CP GR 464287119 1,107 5,961 SH   SOLE   0 0 5,961
ISHARES TR CORE S&P MCP ETF 464287507 8,771 60,967 SH   SOLE   0 0 60,967
ISHARES TR RUS 1000 ETF 464287622 1,808 12,774 SH   SOLE   0 0 12,774
ISHARES TR RUS MID CAP ETF 464287499 2,862 66,302 SH   SOLE   0 0 66,302
ALLSTATE CORP COM 020002101 209 2,276 SH   SOLE   0 0 2,276
VANGUARD WORLD FDS INF TECH ETF 92204A702 711 3,356 SH   SOLE   0 0 3,356
VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 229 2,710 SH   SOLE   0 0 2,710
STARBUCKS CORP COM 855244109 620 9,432 SH   SOLE   0 0 9,432
MICROSOFT CORP COM 594918104 15,545 98,569 SH   SOLE   0 0 98,569
ISHARES TR RUS 1000 GRW ETF 464287614 291 1,931 SH   SOLE   0 0 1,931
ISHARES TR 3YRTB ETF 464288125 989 12,812 SH   SOLE   0 0 12,812
CONSOLIDATED EDISON INC COM 209115104 617 7,914 SH   SOLE   0 0 7,914
ANTHEM INC COM 036752103 4,646 20,463 SH   SOLE   0 0 20,463
MCDONALDS CORP COM 580135101 3,611 21,836 SH   SOLE   0 0 21,836
ALPHABET INC CAP STK CL A 02079K305 1,694 1,458 SH   SOLE   0 0 1,458
MASTERCARD INC CL A 57636Q104 511 2,116 SH   SOLE   0 0 2,116
CIGNA CORP NEW COM 125523100 1,197 6,756 SH   SOLE   0 0 6,756
NOVARTIS A G SPONSORED ADR 66987V109 344 4,176 SH   SOLE   0 0 4,176
MARRIOTT INTL INC NEW CL A 571903202 1,455 19,452 SH   SOLE   0 0 19,452
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,556 17,570 SH   SOLE   0 0 17,570
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 218 2,249 SH   SOLE   0 0 2,249
APPLIED MATLS INC COM 038222105 357 7,789 SH   SOLE   0 0 7,789
ISHARES TR 20 YR TR BD ETF 464287432 265 1,609 SH   SOLE   0 0 1,609
HONEYWELL INTL INC COM 438516106 352 2,634 SH   SOLE   0 0 2,634
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 617 6,342 SH   SOLE   0 0 6,342
HOST HOTELS & RESORTS INC COM 44107P104 289 26,158 SH   SOLE   0 0 26,158
SPDR SER TR NUVEEN BLMBRG SR 78468R739 22,421 458,516 SH   SOLE   0 0 458,516
ISHARES TR MSCI EAFE ETF 464287465 999 18,678 SH   SOLE   0 0 18,678
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 293 12,234 SH   SOLE   0 0 12,234
ALPHABET INC CAP STK CL C 02079K107 1,302 1,120 SH   SOLE   0 0 1,120
PIMCO ETF TR INTER MUN BD ACT 72201R866 2,218 40,650 SH   SOLE   0 0 40,650
CATERPILLAR INC DEL COM 149123101 317 2,731 SH   SOLE   0 0 2,731
PURE STORAGE INC CL A 74624M102 823 66,939 SH   SOLE   0 0 66,939
FIDELITY COVINGTON TR HIGH YILD ETF 316092618 3,661 77,138 SH   SOLE   0 0 77,138
ISHARES TR CORE S&P500 ETF 464287200 34,700 134,287 SH   SOLE   0 0 134,287
UNITED PARCEL SERVICE INC CL B 911312106 6,717 71,901 SH   SOLE   0 0 71,901
ISHARES TR EAFE GRWTH ETF 464288885 25,996 365,568 SH   SOLE   0 0 365,568
FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 8,775 139,981 SH   SOLE   0 0 139,981
CROWDSTRIKE HLDGS INC CL A 22788C105 847 15,213 SH   SOLE   0 0 15,213
FORD MTR CO DEL COM 345370860 61 12,630 SH   SOLE   0 0 12,630
MEDTRONIC PLC SHS G5960L103 4,474 49,609 SH   SOLE   0 0 49,609
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 495 8,805 SH   SOLE   0 0 8,805
BLACKROCK INC COM 09247X101 4,501 10,229 SH   SOLE   0 0 10,229
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,083 71,692 SH   SOLE   0 0 71,692
ISHARES TR ESG 1 5 YR USD 46435G243 5,123 205,575 SH   SOLE   0 0 205,575
ISHARES TR 0-5YR HI YL CP 46434V407 7,179 175,661 SH   SOLE   0 0 175,661
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 29,880 343,095 SH   SOLE   0 0 343,095
INVESCO EXCHANGE-TRADED FD T FNDMNTL HY CRP 46138E719 7,157 431,676 SH   SOLE   0 0 431,676
SPDR GOLD TRUST GOLD SHS 78463V107 642 4,335 SH   SOLE   0 0 4,335
BLACK STONE MINERALS L P COM UNIT 09225M101 896 191,432 SH   SOLE   0 0 191,432
JOHNSON & JOHNSON COM 478160104 7,933 60,501 SH   SOLE   0 0 60,501
THERMO FISHER SCIENTIFIC INC COM 883556102 999 3,522 SH   SOLE   0 0 3,522
VANGUARD INDEX FDS SM CP VAL ETF 922908611 207 2,333 SH   SOLE   0 0 2,333