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
Estimated average burden
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
3M CO COM 88579Y101 252 2,285 SH   SOLE   0 0 2,285
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 215 836 SH   SOLE   0 0 836
AGILENT TECHNOLOGIES INC COM 00846U101 304 2,501 SH   SOLE   0 0 2,501
AIR PRODS & CHEMS INC COM 009158106 781 3,355 SH   SOLE   0 0 3,355
AIRBNB INC COM CL A 009066101 1,786 17,003 SH   SOLE   0 0 17,003
ALPHABET INC CAP STK CL A 02079K305 986 10,304 SH   SOLE   0 0 10,304
ALPHABET INC CAP STK CL C 02079K107 803 8,350 SH   SOLE   0 0 8,350
AMAZON COM INC COM 023135106 1,406 12,441 SH   SOLE   0 0 12,441
AMERICAN INTL GROUP INC COM NEW 026874784 2,480 52,228 SH   SOLE   0 0 52,228
AMETEK INC COM 031100100 382 3,364 SH   SOLE   0 0 3,364
AMGEN INC COM 031162100 312 1,386 SH   SOLE   0 0 1,386
AMPHENOL CORP NEW CL A 032095101 308 4,595 SH   SOLE   0 0 4,595
APPLE INC COM 037833100 6,536 47,291 SH   SOLE   0 0 47,291
AT&T INC COM 00206R102 275 17,914 SH   SOLE   0 0 17,914
AUTODESK INC COM 052769106 202 1,080 SH   SOLE   0 0 1,080
AUTOMATIC DATA PROCESSING IN COM 053015103 964 4,263 SH   SOLE   0 0 4,263
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,501 5,623 SH   SOLE   0 0 5,623
BK OF AMERICA CORP COM 060505104 1,021 33,793 SH   SOLE   0 0 33,793
BOEING CO COM 097023105 306 2,525 SH   SOLE   0 0 2,525
BRISTOL-MYERS SQUIBB CO COM 110122108 331 4,655 SH   SOLE   0 0 4,655
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 260 1,804 SH   SOLE   0 0 1,804
CARLISLE COS INC COM 142339100 340 1,212 SH   SOLE   0 0 1,212
CARMAX INC COM 143130102 296 4,483 SH   SOLE   0 0 4,483
CARRIER GLOBAL CORPORATION COM 14448C104 13,489 379,329 SH   SOLE   0 0 379,329
CATHAY GEN BANCORP COM 149150104 466 12,129 SH   SOLE   0 0 12,129
CHEVRON CORP NEW COM 166764100 557 3,879 SH   SOLE   0 0 3,879
CIGNA CORP NEW COM 125523100 1,623 5,848 SH   SOLE   0 0 5,848
CINTAS CORP COM 172908105 368 949 SH   SOLE   0 0 949
COCA COLA CO COM 191216100 382 6,827 SH   SOLE   0 0 6,827
COSTCO WHSL CORP NEW COM 22160K105 759 1,607 SH   SOLE   0 0 1,607
CSX CORP COM 126408103 621 23,320 SH   SOLE   0 0 23,320
CVS HEALTH CORP COM 126650100 588 6,163 SH   SOLE   0 0 6,163
DANAHER CORPORATION COM 235851102 410 1,589 SH   SOLE   0 0 1,589
DEERE & CO COM 244199105 638 1,910 SH   SOLE   0 0 1,910
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 913 41,050 SH   SOLE   0 0 41,050
DISNEY WALT CO COM 254687106 416 4,406 SH   SOLE   0 0 4,406
DOUBLEVERIFY HLDGS INC COM 25862V105 233 8,535 SH   SOLE   0 0 8,535
DROPBOX INC CL A 26210C104 234 11,317 SH   SOLE   0 0 11,317
EDWARDS LIFESCIENCES CORP COM 28176E108 391 4,737 SH   SOLE   0 0 4,737
EOG RES INC COM 26875P101 203 1,815 SH   SOLE   0 0 1,815
EVERSOURCE ENERGY COM 30040W108 398 5,108 SH   SOLE   0 0 5,108
EXELON CORP COM 30161N101 227 6,053 SH   SOLE   0 0 6,053
EXXON MOBIL CORP COM 30231G102 893 10,227 SH   SOLE   0 0 10,227
FAIR ISAAC CORP COM 303250104 265 644 SH   SOLE   0 0 644
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 1,206 27,605 SH   SOLE   0 0 27,605
FIRST TR MORNINGSTAR DIVID L SHS 336917109 546 17,000 SH   SOLE   0 0 17,000
FORTINET INC COM 34959E109 228 4,640 SH   SOLE   0 0 4,640
GENERAL ELECTRIC CO COM NEW 369604301 273 4,412 SH   SOLE   0 0 4,412
GOLDMAN SACHS GROUP INC COM 38141G104 268 913 SH   SOLE   0 0 913
HARTFORD FINL SVCS GROUP INC COM 416515104 602 9,726 SH   SOLE   0 0 9,726
HEALTHCARE RLTY TR CL A COM 42226K105 251 12,037 SH   SOLE   0 0 12,037
HEICO CORP NEW COM 422806109 297 2,066 SH   SOLE   0 0 2,066
HERSHEY CO COM 427866108 307 1,391 SH   SOLE   0 0 1,391
HOME DEPOT INC COM 437076102 7,310 26,490 SH   SOLE   0 0 26,490
HUBBELL INC COM 443510607 660 2,960 SH   SOLE   0 0 2,960
INTEL CORP COM 458140100 391 15,184 SH   SOLE   0 0 15,184
INTERNATIONAL BUSINESS MACHS COM 459200101 704 5,922 SH   SOLE   0 0 5,922
INVESCO EXCH TRD SLF IDX FD DEFENSIVE EQTY 46138J775 7,974 132,453 SH   SOLE   0 0 132,453
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,520 19,798 SH   SOLE   0 0 19,798
INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 2,992 17,932 SH   SOLE   0 0 17,932
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 1,070 15,327 SH   SOLE   0 0 15,327
INVESCO QQQ TR UNIT SER 1 46090E103 28,049 104,952 SH   SOLE   0 0 104,952
ISHARES INC ESG AWR MSCI EM 46434G863 3,236 116,954 SH   SOLE   0 0 116,954
ISHARES INC CORE MSCI EMKT 46434G103 7,097 165,118 SH   SOLE   0 0 165,118
ISHARES TR CORE S&P SCP ETF 464287804 59,774 685,561 SH   SOLE   0 0 685,561
ISHARES TR RUS 2000 GRW ETF 464287648 1,064 5,152 SH   SOLE   0 0 5,152
ISHARES TR US HLTHCARE ETF 464287762 5,288 20,900 SH   SOLE   0 0 20,900
ISHARES TR RUS 2000 VAL ETF 464287630 273 2,114 SH   SOLE   0 0 2,114
ISHARES TR ESG AW MSCI EAFE 46435G516 1,148 20,460 SH   SOLE   0 0 20,460
ISHARES TR MSCI USA QLT FCT 46432F339 143,937 1,384,808 SH   SOLE   0 0 1,384,808
ISHARES TR NATIONAL MUN ETF 464288414 3,437 33,505 SH   SOLE   0 0 33,505
ISHARES TR ISHARES BIOTECH 464287556 983 8,404 SH   SOLE   0 0 8,404
ISHARES TR SELECT DIVID ETF 464287168 3,769 35,154 SH   SOLE   0 0 35,154
ISHARES TR COHEN STEER REIT 464287564 17,830 332,273 SH   SOLE   0 0 332,273
ISHARES TR 7-10 YR TRSY BD 464287440 1,205 12,554 SH   SOLE   0 0 12,554
ISHARES TR 1 3 YR TREAS BD 464287457 2,721 33,501 SH   SOLE   0 0 33,501
ISHARES TR CORE DIV GRWTH 46434V621 6,424 144,462 SH   SOLE   0 0 144,462
ISHARES TR RUS 1000 VAL ETF 464287598 783 5,756 SH   SOLE   0 0 5,756
ISHARES TR RUS MDCP VAL ETF 464287473 9,142 95,179 SH   SOLE   0 0 95,179
ISHARES TR BLACKROCK ULTRA 46434V878 1,432 28,628 SH   SOLE   0 0 28,628
ISHARES TR CORE US AGGBD ET 464287226 1,324 13,748 SH   SOLE   0 0 13,748
ISHARES TR S&P 500 GRWT ETF 464287309 28,308 489,327 SH   SOLE   0 0 489,327
ISHARES TR CORE MSCI EAFE 46432F842 59,226 1,124,481 SH   SOLE   0 0 1,124,481
ISHARES TR RUS 1000 ETF 464287622 251 1,272 SH   SOLE   0 0 1,272
ISHARES TR RUSSELL 2000 ETF 464287655 433 2,628 SH   SOLE   0 0 2,628
ISHARES TR S&P 500 VAL ETF 464287408 891 6,929 SH   SOLE   0 0 6,929
ISHARES TR U.S. UTILITS ETF 464287697 2,304 28,400 SH   SOLE   0 0 28,400
ISHARES TR GLOBAL 100 ETF 464287572 7,053 118,504 SH   SOLE   0 0 118,504
ISHARES TR S&P SML 600 GWT 464287887 4,397 43,251 SH   SOLE   0 0 43,251
ISHARES TR CORE S&P MCP ETF 464287507 59,805 272,758 SH   SOLE   0 0 272,758
ISHARES TR RUS 1000 GRW ETF 464287614 6,534 31,055 SH   SOLE   0 0 31,055
ISHARES TR S&P MC 400VL ETF 464287705 593 6,588 SH   SOLE   0 0 6,588
ISHARES TR CORE S&P500 ETF 464287200 3,342 9,319 SH   SOLE   0 0 9,319
ISHARES TR MSCI EAFE ETF 464287465 611 10,904 SH   SOLE   0 0 10,904
ISHARES TR 20 YR TR BD ETF 464287432 2,355 22,985 SH   SOLE   0 0 22,985
ISHARES TR RUS MD CP GR ETF 464287481 7,956 101,444 SH   SOLE   0 0 101,444
ISHARES TR CORE HIGH DV ETF 46429B663 8,552 93,676 SH   SOLE   0 0 93,676
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 566 11,258 SH   SOLE   0 0 11,258
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 810 16,158 SH   SOLE   0 0 16,158
JOHNSON & JOHNSON COM 478160104 2,412 14,764 SH   SOLE   0 0 14,764
JPMORGAN CHASE & CO COM 46625H100 1,411 13,505 SH   SOLE   0 0 13,505
LAUDER ESTEE COS INC CL A 518439104 242 1,122 SH   SOLE   0 0 1,122
LILLY ELI & CO COM 532457108 355 1,099 SH   SOLE   0 0 1,099
LOWES COS INC COM 548661107 205 1,093 SH   SOLE   0 0 1,093
LULULEMON ATHLETICA INC COM 550021109 304 1,088 SH   SOLE   0 0 1,088
M & T BK CORP COM 55261F104 247 1,402 SH   SOLE   0 0 1,402
MARTIN MARIETTA MATLS INC COM 573284106 380 1,181 SH   SOLE   0 0 1,181
MASTERCARD INCORPORATED CL A 57636Q104 287 1,008 SH   SOLE   0 0 1,008
MCCORMICK & CO INC COM NON VTG 579780206 325 4,561 SH   SOLE   0 0 4,561
MCDONALDS CORP COM 580135101 363 1,574 SH   SOLE   0 0 1,574
MERCK & CO INC COM 58933Y105 307 3,566 SH   SOLE   0 0 3,566
META PLATFORMS INC CL A 30303M102 238 1,754 SH   SOLE   0 0 1,754
MICROSOFT CORP COM 594918104 4,327 18,579 SH   SOLE   0 0 18,579
NEXTERA ENERGY INC COM 65339F101 882 11,248 SH   SOLE   0 0 11,248
NIKE INC CL B 654106103 280 3,372 SH   SOLE   0 0 3,372
NVIDIA CORPORATION COM 67066G104 365 3,006 SH   SOLE   0 0 3,006
ONTO INNOVATION INC COM 683344105 289 4,516 SH   SOLE   0 0 4,516
ORCHARD THERAPEUTICS PLC SPON ADS 68570P101 5 10,000 SH   SOLE   0 0 10,000
OTIS WORLDWIDE CORP COM 68902V107 28,641 448,920 SH   SOLE   0 0 448,920
PAYPAL HLDGS INC COM 70450Y103 312 3,630 SH   SOLE   0 0 3,630
PEPSICO INC COM 713448108 581 3,556 SH   SOLE   0 0 3,556
PFIZER INC COM 717081103 340 7,770 SH   SOLE   0 0 7,770
PHILLIPS 66 COM 718546104 856 10,602 SH   SOLE   0 0 10,602
POOL CORP COM 73278L105 245 771 SH   SOLE   0 0 771
PROCTER AND GAMBLE CO COM 742718109 1,224 9,694 SH   SOLE   0 0 9,694
PRUDENTIAL FINL INC COM 744320102 343 3,993 SH   SOLE   0 0 3,993
QUALCOMM INC COM 747525103 313 2,771 SH   SOLE   0 0 2,771
RAYTHEON TECHNOLOGIES CORP COM 75513E101 72,144 881,307 SH   SOLE   0 0 881,307
REGENERON PHARMACEUTICALS COM 75886F107 816 1,184 SH   SOLE   0 0 1,184
RIGEL PHARMACEUTICALS INC COM NEW 766559603 94 80,000 SH   SOLE   0 0 80,000
ROCKWELL AUTOMATION INC COM 773903109 228 1,059 SH   SOLE   0 0 1,059
SALESFORCE INC COM 79466L302 216 1,499 SH   SOLE   0 0 1,499
SAREPTA THERAPEUTICS INC COM 803607100 223 2,013 SH   SOLE   0 0 2,013
SCOTTS MIRACLE-GRO CO CL A 810186106 303 7,085 SH   SOLE   0 0 7,085
SEAGEN INC COM 81181C104 217 1,583 SH   SOLE   0 0 1,583
SHERWIN WILLIAMS CO COM 824348106 559 2,732 SH   SOLE   0 0 2,732
SKYWORKS SOLUTIONS INC COM 83088M102 224 2,631 SH   SOLE   0 0 2,631
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1,077 3,748 SH   SOLE   0 0 3,748
SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 206 9,694 SH   SOLE   0 0 9,694
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,313 6,477 SH   SOLE   0 0 6,477
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2,074 5,164 SH   SOLE   0 0 5,164
SPDR SER TR S&P 600 SMCP GRW 78464A201 5,598 82,179 SH   SOLE   0 0 82,179
SPDR SER TR S&P 600 SMCP VAL 78464A300 1,614 24,044 SH   SOLE   0 0 24,044
SPDR SER TR BBG CONV SEC ETF 78464A359 563 8,900 SH   SOLE   0 0 8,900
SPDR SER TR PRTFLO S&P500 GW 78464A409 53,654 1,070,940 SH   SOLE   0 0 1,070,940
SPDR SER TR PRTFLO S&P500 VL 78464A508 55,744 1,616,233 SH   SOLE   0 0 1,616,233
SPDR SER TR S&P DIVID ETF 78464A763 2,730 24,489 SH   SOLE   0 0 24,489
SPDR SER TR S&P 400 MDCP GRW 78464A821 745 12,340 SH   SOLE   0 0 12,340
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1,647 40,988 SH   SOLE   0 0 40,988
TARGET CORP COM 87612E106 388 2,616 SH   SOLE   0 0 2,616
TELEFLEX INCORPORATED COM 879369106 608 3,020 SH   SOLE   0 0 3,020
TESLA INC COM 88160R101 507 1,911 SH   SOLE   0 0 1,911
TG THERAPEUTICS INC COM 88322Q108 164 27,782 SH   SOLE   0 0 27,782
TJX COS INC NEW COM 872540109 639 10,294 SH   SOLE   0 0 10,294
TRACTOR SUPPLY CO COM 892356106 287 1,542 SH   SOLE   0 0 1,542
TRAVELERS COMPANIES INC COM 89417E109 1,107 7,229 SH   SOLE   0 0 7,229
TRIMBLE INC COM 896239100 220 4,058 SH   SOLE   0 0 4,058
UNION PAC CORP COM 907818108 1,556 7,989 SH   SOLE   0 0 7,989
UNITEDHEALTH GROUP INC COM 91324P102 4,049 8,017 SH   SOLE   0 0 8,017
UNIVERSAL DISPLAY CORP COM 91347P105 254 2,695 SH   SOLE   0 0 2,695
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 15,601 74,805 SH   SOLE   0 0 74,805
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 6,315 50,869 SH   SOLE   0 0 50,869
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 493 6,585 SH   SOLE   0 0 6,585
VANGUARD INDEX FDS GROWTH ETF 922908736 25,555 119,445 SH   SOLE   0 0 119,445
VANGUARD INDEX FDS LARGE CAP ETF 922908637 381 2,327 SH   SOLE   0 0 2,327
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,170 9,654 SH   SOLE   0 0 9,654
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 450 3,697 SH   SOLE   0 0 3,697
VANGUARD INDEX FDS SML CP GRW ETF 922908595 4,594 23,541 SH   SOLE   0 0 23,541
VANGUARD INDEX FDS SMALL CP ETF 922908751 18,911 110,648 SH   SOLE   0 0 110,648
VANGUARD INDEX FDS TOTAL STK MKT 922908769 8,195 45,660 SH   SOLE   0 0 45,660
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 581 7,251 SH   SOLE   0 0 7,251
VANGUARD INDEX FDS MID CAP ETF 922908629 31,671 168,481 SH   SOLE   0 0 168,481
VANGUARD INDEX FDS VALUE ETF 922908744 3,204 25,945 SH   SOLE   0 0 25,945
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,741 62,984 SH   SOLE   0 0 62,984
VANGUARD INDEX FDS SM CP VAL ETF 922908611 6,059 42,255 SH   SOLE   0 0 42,255
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 429 9,661 SH   SOLE   0 0 9,661
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 260 7,112 SH   SOLE   0 0 7,112
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 5,784 128,267 SH   SOLE   0 0 128,267
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 246 3,310 SH   SOLE   0 0 3,310
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 32,602 241,207 SH   SOLE   0 0 241,207
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 33,093 910,149 SH   SOLE   0 0 910,149
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,220 12,861 SH   SOLE   0 0 12,861
VEEVA SYS INC CL A COM 922475108 335 2,032 SH   SOLE   0 0 2,032
VERIZON COMMUNICATIONS INC COM 92343V104 297 7,831 SH   SOLE   0 0 7,831
VISA INC COM CL A 92826C839 669 3,767 SH   SOLE   0 0 3,767
WASHINGTON TR BANCORP INC COM 940610108 307 6,615 SH   SOLE   0 0 6,615
WISDOMTREE TR US TOTAL DIVIDND 97717W109 28,802 530,815 SH   SOLE   0 0 530,815
WISDOMTREE TR US MIDCAP DIVID 97717W505 6,261 166,194 SH   SOLE   0 0 166,194
WISDOMTREE TR US SMALLCAP DIVD 97717W604 1,110 43,130 SH   SOLE   0 0 43,130
ZOETIS INC CL A 98978V103 258 1,737 SH   SOLE   0 0 1,737