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
PACIRA BIOSCIENCES INC NOTE 0.750% 8/0 695127AF7 12 12,000 SH   SOLE Boston Financial Management 12,000 0 0
STRIDE INC NOTE 1.125% 9/0 86333MAA6 14 14,000 SH   SOLE Boston Financial Management 14,000 0 0
GENWORTH FINL INC COM CL A 37247D106 35 10,000 SH   SOLE Boston Financial Management 10,000 0 0
UNITED STATES ANTIMONY CORP COM 911549103 40 107,659 SH   SOLE Boston Financial Management 107,659 0 0
GLUCOTRACK INC COM NEW 45824Q507 51 26,372 SH   SOLE Boston Financial Management 26,372 0 0
BROADMARK RLTY CAP INC COM 11135B100 79 15,500 SH   SOLE Boston Financial Management 15,500 0 0
SPDR SER TR PORTFOLIO S&P400 78464A847 200 5,199 SH   SOLE Boston Financial Management 5,199 0 0
IRON MTN INC DEL COM 46284V101 202 4,600 SH   SOLE Boston Financial Management 4,600 0 0
CLOROX CO DEL COM 189054109 203 1,579 SH   SOLE Boston Financial Management 1,579 0 0
STATE STR CORP COM 857477103 203 3,339 SH   SOLE Boston Financial Management 3,339 0 0
ISHARES TR MSCI KLD400 SOC 464288570 206 3,072 SH   SOLE Boston Financial Management 3,072 0 0
CARMAX INC COM 143130102 206 3,116 SH   SOLE Boston Financial Management 3,116 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 207 2,548 SH   SOLE Boston Financial Management 2,548 0 0
PPG INDS INC COM 693506107 210 1,894 SH   SOLE Boston Financial Management 1,894 0 0
SHELL PLC SPON ADS 780259305 210 4,213 SH   SOLE Boston Financial Management 4,213 0 0
CULLEN FROST BANKERS INC COM 229899109 214 1,620 SH   SOLE Boston Financial Management 1,620 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 214 6,825 SH   SOLE Boston Financial Management 6,825 0 0
YUM BRANDS INC COM 988498101 218 2,050 SH   SOLE Boston Financial Management 2,050 0 0
ANSYS INC COM 03662Q105 221 996 SH   SOLE Boston Financial Management 996 0 0
VANECK ETF TRUST ENVIRONMENTAL SR 92189F304 224 1,710 SH   SOLE Boston Financial Management 1,710 0 0
CAMBRIDGE BANCORP COM 132152109 224 2,812 SH   SOLE Boston Financial Management 2,812 0 0
NOVARTIS AG SPONSORED ADR 66987V109 227 2,992 SH   SOLE Boston Financial Management 2,992 0 0
WELLS FARGO CO NEW COM 949746101 227 5,643 SH   SOLE Boston Financial Management 5,643 0 0
INDEXIQ ETF TR IQ CNDRM ESG INT 45409B453 234 11,133 SH   SOLE Boston Financial Management 11,133 0 0
DOLLAR GEN CORP NEW COM 256677105 236 983 SH   SOLE Boston Financial Management 983 0 0
CONOCOPHILLIPS COM 20825C104 236 2,309 SH   SOLE Boston Financial Management 2,309 0 0
V F CORP COM 918204108 244 8,160 SH   SOLE Boston Financial Management 8,160 0 0
LENNOX INTL INC COM 526107107 246 1,106 SH   SOLE Boston Financial Management 1,106 0 0
ISHARES TR S&P MC 400GR ETF 464287606 251 3,988 SH   SOLE Boston Financial Management 3,988 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 252 4,134 SH   SOLE Boston Financial Management 4,134 0 0
CONMED CORP COM 207410101 257 3,209 SH   SOLE Boston Financial Management 3,209 0 0
WEC ENERGY GROUP INC COM 92939U106 261 2,920 SH   SOLE Boston Financial Management 2,920 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 262 2,905 SH   SOLE Boston Financial Management 2,905 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 267 1,420 SH   SOLE Boston Financial Management 1,420 0 0
ISHARES TR EAFE GRWTH ETF 464288885 270 3,725 SH   SOLE Boston Financial Management 3,725 0 0
NVIDIA CORPORATION COM 67066G104 275 2,265 SH   SOLE Boston Financial Management 2,265 0 0
ISHARES TR S&P 500 VAL ETF 464287408 279 2,169 SH   SOLE Boston Financial Management 2,169 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 281 1,352 SH   SOLE Boston Financial Management 1,352 0 0
AFLAC INC COM 001055102 282 5,013 SH   SOLE Boston Financial Management 5,013 0 0
ISHARES TR MSCI ACWI EX US 464288240 282 7,060 SH   SOLE Boston Financial Management 7,060 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 286 872 SH   SOLE Boston Financial Management 872 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 286 9,429 SH   SOLE Boston Financial Management 9,429 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 291 1,700 SH   SOLE Boston Financial Management 1,700 0 0
ISHARES TR ESG AWRE USD ETF 46435G193 293 13,449 SH   SOLE Boston Financial Management 13,449 0 0
AMERICAN ELEC PWR CO INC COM 025537101 298 3,448 SH   SOLE Boston Financial Management 3,448 0 0
WASTE CONNECTIONS INC COM 94106B101 304 2,249 SH   SOLE Boston Financial Management 2,249 0 0
ISHARES TR CORE S&P TTL STK 464287150 306 3,852 SH   SOLE Boston Financial Management 3,852 0 0
TARGET CORP COM 87612E106 307 2,066 SH   SOLE Boston Financial Management 2,066 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 310 5,040 SH   SOLE Boston Financial Management 5,040 0 0
FISERV INC COM 337738108 318 3,399 SH   SOLE Boston Financial Management 3,399 0 0
API GROUP CORP COM STK 00187Y100 321 24,200 SH   SOLE Boston Financial Management 24,200 0 0
BP PLC SPONSORED ADR 055622104 323 11,310 SH   SOLE Boston Financial Management 11,310 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 337 1,096 SH   SOLE Boston Financial Management 1,096 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 338 7,008 SH   SOLE Boston Financial Management 7,008 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 338 8,260 SH   SOLE Boston Financial Management 8,260 0 0
AVALONBAY CMNTYS INC COM 053484101 342 1,855 SH   SOLE Boston Financial Management 1,855 0 0
CATERPILLAR INC COM 149123101 347 2,116 SH   SOLE Boston Financial Management 2,116 0 0
NUCOR CORP COM 670346105 347 3,245 SH   SOLE Boston Financial Management 3,245 0 0
PHILIP MORRIS INTL INC COM 718172109 347 4,185 SH   SOLE Boston Financial Management 4,185 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 350 8,343 SH   SOLE Boston Financial Management 8,343 0 0
GRACO INC COM 384109104 351 5,851 SH   SOLE Boston Financial Management 5,851 0 0
EXPEDITORS INTL WASH INC COM 302130109 352 3,986 SH   SOLE Boston Financial Management 3,986 0 0
ISHARES TR ESG AWR US AGRGT 46435U549 362 7,797 SH   SOLE Boston Financial Management 7,797 0 0
ISHARES TR S&P SML 600 GWT 464287887 367 3,606 SH   SOLE Boston Financial Management 3,606 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 373 2,281 SH   SOLE Boston Financial Management 2,281 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 374 10,524 SH   SOLE Boston Financial Management 10,524 0 0
HANOVER INS GROUP INC COM 410867105 376 2,933 SH   SOLE Boston Financial Management 2,933 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 390 8,215 SH   SOLE Boston Financial Management 8,215 0 0
COMFORT SYS USA INC COM 199908104 391 4,020 SH   SOLE Boston Financial Management 4,020 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 391 4,875 SH   SOLE Boston Financial Management 4,875 0 0
AT&T INC COM 00206R102 393 25,605 SH   SOLE Boston Financial Management 25,605 0 0
CHUBB LIMITED COM H1467J104 396 2,175 SH   SOLE Boston Financial Management 2,175 0 0
KINDER MORGAN INC DEL COM 49456B101 402 24,129 SH   SOLE Boston Financial Management 24,129 0 0
APPLIED MATLS INC COM 038222105 403 4,919 SH   SOLE Boston Financial Management 4,919 0 0
GENERAL MLS INC COM 370334104 406 5,299 SH   SOLE Boston Financial Management 5,299 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 408 1,658 SH   SOLE Boston Financial Management 1,658 0 0
COSTAR GROUP INC COM 22160N109 421 6,040 SH   SOLE Boston Financial Management 6,040 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 425 1,450 SH   SOLE Boston Financial Management 1,450 0 0
UNILEVER PLC SPON ADR NEW 904767704 436 9,944 SH   SOLE Boston Financial Management 9,944 0 0
SPDR SER TR S&P DIVID ETF 78464A763 438 3,930 SH   SOLE Boston Financial Management 3,930 0 0
FORTIVE CORP COM 34959J108 442 7,588 SH   SOLE Boston Financial Management 7,588 0 0
EVERSOURCE ENERGY COM 30040W108 447 5,728 SH   SOLE Boston Financial Management 5,728 0 0
MORGAN STANLEY COM NEW 617446448 448 5,673 SH   SOLE Boston Financial Management 5,673 0 0
VMWARE INC CL A COM 928563402 449 4,219 SH   SOLE Boston Financial Management 4,219 0 0
EXACT SCIENCES CORP COM 30063P105 469 14,432 SH   SOLE Boston Financial Management 14,432 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 472 9,576 SH   SOLE Boston Financial Management 9,576 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 483 1,698 SH   SOLE Boston Financial Management 1,698 0 0
CITIGROUP INC COM NEW 172967424 489 11,724 SH   SOLE Boston Financial Management 11,724 0 0
MCCORMICK & CO INC COM NON VTG 579780206 495 6,950 SH   SOLE Boston Financial Management 6,950 0 0
AMERIPRISE FINL INC COM 03076C106 508 2,017 SH   SOLE Boston Financial Management 2,017 0 0
CONSTELLATION ENERGY CORP COM 21037T109 518 6,228 SH   SOLE Boston Financial Management 6,228 0 0
TE CONNECTIVITY LTD SHS H84989104 526 4,763 SH   SOLE Boston Financial Management 4,763 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 527 5,669 SH   SOLE Boston Financial Management 5,669 0 0
ISHARES TR BB RAT CORP BD 46435U473 541 12,576 SH   SOLE Boston Financial Management 12,576 0 0
MARSH & MCLENNAN COS INC COM 571748102 550 3,682 SH   SOLE Boston Financial Management 3,682 0 0
ISHARES INC CORE MSCI EMKT 46434G103 561 13,056 SH   SOLE Boston Financial Management 13,056 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 572 16,402 SH   SOLE Boston Financial Management 16,402 0 0
WP CAREY INC COM 92936U109 574 8,220 SH   SOLE Boston Financial Management 8,220 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 597 10,633 SH   SOLE Boston Financial Management 10,633 0 0
INDEPENDENT BK CORP MASS COM 453836108 611 8,202 SH   SOLE Boston Financial Management 8,202 0 0
SCHWAB CHARLES CORP COM 808513105 620 8,629 SH   SOLE Boston Financial Management 8,629 0 0
NORFOLK SOUTHN CORP COM 655844108 641 3,057 SH   SOLE Boston Financial Management 3,057 0 0
TEXAS INSTRS INC COM 882508104 650 4,198 SH   SOLE Boston Financial Management 4,198 0 0
ILLUMINA INC COM 452327109 659 3,454 SH   SOLE Boston Financial Management 3,454 0 0
AUTODESK INC COM 052769106 675 3,616 SH   SOLE Boston Financial Management 3,616 0 0
COMCAST CORP NEW CL A 20030N101 680 23,178 SH   SOLE Boston Financial Management 23,178 0 0
CSX CORP COM 126408103 683 25,632 SH   SOLE Boston Financial Management 25,632 0 0
EXELON CORP COM 30161N101 702 18,749 SH   SOLE Boston Financial Management 18,749 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 705 3,759 SH   SOLE Boston Financial Management 3,759 0 0
TESLA INC COM 88160R101 724 2,728 SH   SOLE Boston Financial Management 2,728 0 0
ISHARES SILVER TR ISHARES 46428Q109 732 41,830 SH   SOLE Boston Financial Management 41,830 0 0
SOUTHERN CO COM 842587107 739 10,865 SH   SOLE Boston Financial Management 10,865 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 744 6,265 SH   SOLE Boston Financial Management 6,265 0 0
CIGNA CORP NEW COM 125523100 748 2,694 SH   SOLE Boston Financial Management 2,694 0 0
AMERICAN EXPRESS CO COM 025816109 756 5,607 SH   SOLE Boston Financial Management 5,607 0 0
RPM INTL INC COM 749685103 756 9,080 SH   SOLE Boston Financial Management 9,080 0 0
BOEING CO COM 097023105 760 6,274 SH   SOLE Boston Financial Management 6,274 0 0
SEI INVTS CO COM 784117103 780 15,900 SH   SOLE Boston Financial Management 15,900 0 0
ORACLE CORP COM 68389X105 781 12,790 SH   SOLE Boston Financial Management 12,790 0 0
IDEXX LABS INC COM 45168D104 809 2,482 SH   SOLE Boston Financial Management 2,482 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 821 22,675 SH   SOLE Boston Financial Management 22,675 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 833 10,259 SH   SOLE Boston Financial Management 10,259 0 0
WASTE MGMT INC DEL COM 94106L109 834 5,204 SH   SOLE Boston Financial Management 5,204 0 0
CINTAS CORP COM 172908105 838 2,158 SH   SOLE Boston Financial Management 2,158 0 0
SPDR GOLD TR GOLD SHS 78463V107 839 5,425 SH   SOLE Boston Financial Management 5,425 0 0
INSULET CORP COM 45784P101 841 3,666 SH   SOLE Boston Financial Management 3,666 0 0
KIMBERLY-CLARK CORP COM 494368103 857 7,613 SH   SOLE Boston Financial Management 7,613 0 0
DEERE & CO COM 244199105 861 2,579 SH   SOLE Boston Financial Management 2,579 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 900 15,554 SH   SOLE Boston Financial Management 15,554 0 0
BARRICK GOLD CORP COM 067901108 907 58,500 SH   SOLE Boston Financial Management 58,500 0 0
EATON CORP PLC SHS G29183103 908 6,806 SH   SOLE Boston Financial Management 6,806 0 0
MEDTRONIC PLC SHS G5960L103 911 11,279 SH   SOLE Boston Financial Management 11,279 0 0
LOWES COS INC COM 548661107 924 4,920 SH   SOLE Boston Financial Management 4,920 0 0
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 945 58,428 SH   SOLE Boston Financial Management 58,428 0 0
WISDOMTREE TR GROWTH LEADERS 97717Y717 953 37,959 SH   SOLE Boston Financial Management 37,959 0 0
IQVIA HLDGS INC COM 46266C105 1,013 5,593 SH   SOLE Boston Financial Management 5,593 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1,043 13,943 SH   SOLE Boston Financial Management 13,943 0 0
ISHARES TR CORE US AGGBD ET 464287226 1,056 10,960 SH   SOLE Boston Financial Management 10,960 0 0
HONEYWELL INTL INC COM 438516106 1,071 6,413 SH   SOLE Boston Financial Management 6,413 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,082 145,190 SH   SOLE Boston Financial Management 145,190 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,100 15,468 SH   SOLE Boston Financial Management 15,468 0 0
TJX COS INC NEW COM 872540109 1,116 17,970 SH   SOLE Boston Financial Management 17,970 0 0
3M CO COM 88579Y101 1,120 10,135 SH   SOLE Boston Financial Management 10,135 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,146 13,874 SH   SOLE Boston Financial Management 13,874 0 0
INTEL CORP COM 458140100 1,156 44,842 SH   SOLE Boston Financial Management 44,842 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1,204 20,813 SH   SOLE Boston Financial Management 20,813 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,219 3 SH   SOLE Boston Financial Management 3 0 0
INDEXIQ ETF TR CANDRIAM ESG US 45409B461 1,224 39,904 SH   SOLE Boston Financial Management 39,904 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1,261 13,768 SH   SOLE Boston Financial Management 13,768 0 0
TRACTOR SUPPLY CO COM 892356106 1,268 6,820 SH   SOLE Boston Financial Management 6,820 0 0
VIATRIS INC COM 92556V106 1,291 151,509 SH   SOLE Boston Financial Management 151,509 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,316 20,628 SH   SOLE Boston Financial Management 20,628 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,336 8,938 SH   SOLE Boston Financial Management 8,938 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 1,365 17,186 SH   SOLE Boston Financial Management 17,186 0 0
CVS HEALTH CORP COM 126650100 1,388 14,553 SH   SOLE Boston Financial Management 14,553 0 0
SERVICENOW INC COM 81762P102 1,416 3,750 SH   SOLE Boston Financial Management 3,750 0 0
LAUDER ESTEE COS INC CL A 518439104 1,422 6,585 SH   SOLE Boston Financial Management 6,585 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 1,429 48,495 SH   SOLE Boston Financial Management 48,495 0 0
SYSCO CORP COM 871829107 1,434 20,273 SH   SOLE Boston Financial Management 20,273 0 0
MSCI INC COM 55354G100 1,492 3,538 SH   SOLE Boston Financial Management 3,538 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243 1,552 66,050 SH   SOLE Boston Financial Management 66,050 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,587 35,775 SH   SOLE Boston Financial Management 35,775 0 0
AVANTOR INC COM 05352A100 1,603 81,761 SH   SOLE Boston Financial Management 81,761 0 0
WALMART INC COM 931142103 1,627 12,547 SH   SOLE Boston Financial Management 12,547 0 0
OLD REP INTL CORP COM 680223104 1,708 81,628 SH   SOLE Boston Financial Management 81,628 0 0
CHEVRON CORP NEW COM 166764100 1,719 11,966 SH   SOLE Boston Financial Management 11,966 0 0
HENRY JACK & ASSOC INC COM 426281101 1,728 9,480 SH   SOLE Boston Financial Management 9,480 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,791 23,552 SH   SOLE Boston Financial Management 23,552 0 0
ISHARES TR RESIDENTIAL MULT 464288562 1,846 25,700 SH   SOLE Boston Financial Management 25,700 0 0
IAC INC COM NEW 44891N208 1,850 33,413 SH   SOLE Boston Financial Management 33,413 0 0
NEWMONT CORP COM 651639106 1,888 44,926 SH   SOLE Boston Financial Management 44,926 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,894 22,963 SH   SOLE Boston Financial Management 22,963 0 0
STARBUCKS CORP COM 855244109 1,925 22,843 SH   SOLE Boston Financial Management 22,843 0 0
LINDE PLC SHS G5494J103 1,946 7,217 SH   SOLE Boston Financial Management 7,217 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 1,955 9,444 SH   SOLE Boston Financial Management 9,444 0 0
PAYPAL HLDGS INC COM 70450Y103 1,984 23,050 SH   SOLE Boston Financial Management 23,050 0 0
MONDELEZ INTL INC CL A 609207105 2,012 36,687 SH   SOLE Boston Financial Management 36,687 0 0
DISNEY WALT CO COM 254687106 2,016 21,374 SH   SOLE Boston Financial Management 21,374 0 0
S&P GLOBAL INC COM 78409V104 2,025 6,633 SH   SOLE Boston Financial Management 6,633 0 0
LILLY ELI & CO COM 532457108 2,034 6,291 SH   SOLE Boston Financial Management 6,291 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 2,056 44,190 SH   SOLE Boston Financial Management 44,190 0 0
VERISK ANALYTICS INC COM 92345Y106 2,083 12,215 SH   SOLE Boston Financial Management 12,215 0 0
BLACKSTONE INC COM 09260D107 2,099 25,081 SH   SOLE Boston Financial Management 25,081 0 0
QUALCOMM INC COM 747525103 2,167 19,176 SH   SOLE Boston Financial Management 19,176 0 0
COCA COLA CO COM 191216100 2,178 38,883 SH   SOLE Boston Financial Management 38,883 0 0
EMERSON ELEC CO COM 291011104 2,240 30,595 SH   SOLE Boston Financial Management 30,595 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 2,303 23,991 SH   SOLE Boston Financial Management 23,991 0 0
COLGATE PALMOLIVE CO COM 194162103 2,327 33,127 SH   SOLE Boston Financial Management 33,127 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,452 64,580 SH   SOLE Boston Financial Management 64,580 0 0
AMGEN INC COM 031162100 2,459 10,908 SH   SOLE Boston Financial Management 10,908 0 0
META PLATFORMS INC CL A 30303M102 2,473 18,229 SH   SOLE Boston Financial Management 18,229 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,489 9,673 SH   SOLE Boston Financial Management 9,673 0 0
NOVO-NORDISK A S ADR 670100205 2,542 25,513 SH   SOLE Boston Financial Management 25,513 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 2,600 22,754 SH   SOLE Boston Financial Management 22,754 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2,631 73,075 SH   SOLE Boston Financial Management 73,075 0 0
ECOLAB INC COM 278865100 2,831 19,600 SH   SOLE Boston Financial Management 19,600 0 0
GILEAD SCIENCES INC COM 375558103 2,831 45,890 SH   SOLE Boston Financial Management 45,890 0 0
SVB FINANCIAL GROUP COM 78486Q101 2,844 8,469 SH   SOLE Boston Financial Management 8,469 0 0
SALESFORCE INC COM 79466L302 2,888 20,075 SH   SOLE Boston Financial Management 20,075 0 0
REPUBLIC SVCS INC COM 760759100 2,930 21,539 SH   SOLE Boston Financial Management 21,539 0 0
MCDONALDS CORP COM 580135101 2,978 12,908 SH   SOLE Boston Financial Management 12,908 0 0
INTUIT COM 461202103 3,027 7,814 SH   SOLE Boston Financial Management 7,814 0 0
CISCO SYS INC COM 17275R102 3,065 76,615 SH   SOLE Boston Financial Management 76,615 0 0
NIKE INC CL B 654106103 3,082 37,085 SH   SOLE Boston Financial Management 37,085 0 0
FASTENAL CO COM 311900104 3,159 68,608 SH   SOLE Boston Financial Management 68,608 0 0
ISHARES GOLD TR ISHARES NEW 464285204 3,171 100,585 SH   SOLE Boston Financial Management 100,585 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,253 18,009 SH   SOLE Boston Financial Management 18,009 0 0
PALO ALTO NETWORKS INC COM 697435105 3,524 21,516 SH   SOLE Boston Financial Management 21,516 0 0
CHURCH & DWIGHT CO INC COM 171340102 3,561 49,842 SH   SOLE Boston Financial Management 49,842 0 0
ISHARES TR MSCI EAFE ETF 464287465 3,577 63,868 SH   SOLE Boston Financial Management 63,868 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,759 45,918 SH   SOLE Boston Financial Management 45,918 0 0
UNION PAC CORP COM 907818108 3,914 20,090 SH   SOLE Boston Financial Management 20,090 0 0
ABBVIE INC COM 00287Y109 3,936 29,326 SH   SOLE Boston Financial Management 29,326 0 0
BROADCOM INC COM 11135F101 3,970 8,941 SH   SOLE Boston Financial Management 8,941 0 0
CLARIVATE PLC ORD SHS G21810109 3,976 423,480 SH   SOLE Boston Financial Management 423,480 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,051 111,007 SH   SOLE Boston Financial Management 111,007 0 0
ROSS STORES INC COM 778296103 4,137 49,097 SH   SOLE Boston Financial Management 49,097 0 0
STRYKER CORPORATION COM 863667101 4,392 21,683 SH   SOLE Boston Financial Management 21,683 0 0
BK OF AMERICA CORP COM 060505104 4,441 147,051 SH   SOLE Boston Financial Management 147,051 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 4,564 21,694 SH   SOLE Boston Financial Management 21,694 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4,665 70,230 SH   SOLE Boston Financial Management 70,230 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 4,993 18,681 SH   SOLE Boston Financial Management 18,681 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,996 27,838 SH   SOLE Boston Financial Management 27,838 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,440 32,983 SH   SOLE Boston Financial Management 32,983 0 0
EXXON MOBIL CORP COM 30231G102 5,638 64,580 SH   SOLE Boston Financial Management 64,580 0 0
ISHARES TR RUS MID CAP ETF 464287499 6,023 96,909 SH   SOLE Boston Financial Management 96,909 0 0
PEPSICO INC COM 713448108 6,223 38,115 SH   SOLE Boston Financial Management 38,115 0 0
JPMORGAN CHASE & CO COM 46625H100 6,257 59,877 SH   SOLE Boston Financial Management 59,877 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6,510 48,162 SH   SOLE Boston Financial Management 48,162 0 0
UNUM GROUP COM 91529Y106 6,596 170,000 SH   SOLE Boston Financial Management 170,000 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6,651 16,559 SH   SOLE Boston Financial Management 16,559 0 0
ABBOTT LABS COM 002824100 6,746 69,721 SH   SOLE Boston Financial Management 69,721 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,820 24,782 SH   SOLE Boston Financial Management 24,782 0 0
MERCK & CO INC COM 58933Y105 6,854 79,586 SH   SOLE Boston Financial Management 79,586 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7,168 197,130 SH   SOLE Boston Financial Management 197,130 0 0
BWX TECHNOLOGIES INC COM 05605H100 7,610 151,083 SH   SOLE Boston Financial Management 151,083 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,679 17,184 SH   SOLE Boston Financial Management 17,184 0 0
WISDOMTREE TR EM EX ST-OWNED 97717X578 8,880 360,678 SH   SOLE Boston Financial Management 360,678 0 0
NEXTERA ENERGY INC COM 65339F101 8,886 113,323 SH   SOLE Boston Financial Management 113,323 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 9,369 55,171 SH   SOLE Boston Financial Management 55,171 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 9,477 41,900 SH   SOLE Boston Financial Management 41,900 0 0
PROCTER AND GAMBLE CO COM 742718109 9,609 76,108 SH   SOLE Boston Financial Management 76,108 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,867 19,455 SH   SOLE Boston Financial Management 19,455 0 0
CORE & MAIN INC CL A 21874C102 9,908 435,694 SH   SOLE Boston Financial Management 435,694 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 10,138 97,351 SH   SOLE Boston Financial Management 97,351 0 0
ISHARES TR CORE S&P SCP ETF 464287804 10,149 116,398 SH   SOLE Boston Financial Management 116,398 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,308 38,605 SH   SOLE Boston Financial Management 38,605 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,785 30,196 SH   SOLE Boston Financial Management 30,196 0 0
IDEX CORP COM 45167R104 11,488 57,485 SH   SOLE Boston Financial Management 57,485 0 0
GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 11,745 474,557 SH   SOLE Boston Financial Management 474,557 0 0
NORDSON CORP COM 655663102 12,543 59,092 SH   SOLE Boston Financial Management 59,092 0 0
ALPHABET INC CAP STK CL A 02079K305 13,575 141,920 SH   SOLE Boston Financial Management 141,920 0 0
WISDOMTREE TR EMG MKTS SMCAP 97717W281 13,716 344,453 SH   SOLE Boston Financial Management 344,453 0 0
BLACKROCK INC COM 09247X101 14,404 26,176 SH   SOLE Boston Financial Management 26,176 0 0
ROPER TECHNOLOGIES INC COM 776696106 14,504 40,330 SH   SOLE Boston Financial Management 40,330 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 14,798 21,040 SH   SOLE Boston Financial Management 21,040 0 0
DANAHER CORPORATION COM 235851102 15,714 60,837 SH   SOLE Boston Financial Management 60,837 0 0
ISHARES TR RUS 1000 ETF 464287622 15,749 79,810 SH   SOLE Boston Financial Management 79,810 0 0
ISHARES TR CORE S&P500 ETF 464287200 15,860 44,221 SH   SOLE Boston Financial Management 44,221 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 15,963 95,670 SH   SOLE Boston Financial Management 95,670 0 0
HOME DEPOT INC COM 437076102 16,011 58,022 SH   SOLE Boston Financial Management 58,022 0 0
ALPHABET INC CAP STK CL C 02079K107 16,122 167,674 SH   SOLE Boston Financial Management 167,674 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 16,192 261,203 SH   SOLE Boston Financial Management 261,203 0 0
CDW CORP COM 12514G108 16,376 104,922 SH   SOLE Boston Financial Management 104,922 0 0
WATERS CORP COM 941848103 18,742 69,535 SH   SOLE Boston Financial Management 69,535 0 0
JOHNSON & JOHNSON COM 478160104 19,059 116,671 SH   SOLE Boston Financial Management 116,671 0 0
HEICO CORP NEW CL A 422806208 19,755 172,348 SH   SOLE Boston Financial Management 172,348 0 0
ISHARES TR CORE S&P MCP ETF 464287507 22,115 100,864 SH   SOLE Boston Financial Management 100,864 0 0
FERGUSON PLC NEW SHS G3421J106 23,627 229,544 SH   SOLE Boston Financial Management 229,544 0 0
FIRSTSERVICE CORP NEW COM 33767E202 24,972 209,834 SH   SOLE Boston Financial Management 209,834 0 0
AMAZON COM INC COM 023135106 24,972 220,995 SH   SOLE Boston Financial Management 220,995 0 0
BECTON DICKINSON & CO COM 075887109 25,146 112,847 SH   SOLE Boston Financial Management 112,847 0 0
MOODYS CORP COM 615369105 25,773 106,012 SH   SOLE Boston Financial Management 106,012 0 0
AMPHENOL CORP NEW CL A 032095101 26,866 401,219 SH   SOLE Boston Financial Management 401,219 0 0
AMERICAN TOWER CORP NEW COM 03027X100 27,058 126,029 SH   SOLE Boston Financial Management 126,029 0 0
TYLER TECHNOLOGIES INC COM 902252105 27,461 79,024 SH   SOLE Boston Financial Management 79,024 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 27,794 444,844 SH   SOLE Boston Financial Management 444,844 0 0
CME GROUP INC COM 12572Q105 28,065 158,441 SH   SOLE Boston Financial Management 158,441 0 0
LOCKHEED MARTIN CORP COM 539830109 29,185 75,552 SH   SOLE Boston Financial Management 75,552 0 0
SMITH A O CORP COM 831865209 29,673 610,810 SH   SOLE Boston Financial Management 610,810 0 0
EQUINIX INC COM 29444U700 29,955 52,660 SH   SOLE Boston Financial Management 52,660 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 30,831 236,159 SH   SOLE Boston Financial Management 236,159 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 31,877 611,137 SH   SOLE Boston Financial Management 611,137 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 36,666 680,137 SH   SOLE Boston Financial Management 680,137 0 0
STERIS PLC SHS USD G8473T100 37,001 222,521 SH   SOLE Boston Financial Management 222,521 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 37,351 502,835 SH   SOLE Boston Financial Management 502,835 0 0
VERISIGN INC COM 92343E102 38,197 219,904 SH   SOLE Boston Financial Management 219,904 0 0
BROWN & BROWN INC COM 115236101 38,320 633,592 SH   SOLE Boston Financial Management 633,592 0 0
CROWN CASTLE INC COM 22822V101 41,748 288,817 SH   SOLE Boston Financial Management 288,817 0 0
MASTERCARD INCORPORATED CL A 57636Q104 41,880 147,287 SH   SOLE Boston Financial Management 147,287 0 0
AIR PRODS & CHEMS INC COM 009158106 41,924 180,141 SH   SOLE Boston Financial Management 180,141 0 0
COSTCO WHSL CORP NEW COM 22160K105 43,045 91,145 SH   SOLE Boston Financial Management 91,145 0 0
FAIR ISAAC CORP COM 303250104 45,396 110,183 SH   SOLE Boston Financial Management 110,183 0 0
VISA INC COM CL A 92826C839 49,411 278,134 SH   SOLE Boston Financial Management 278,134 0 0
SPDR SER TR PORTFOLIO SHORT 78464A474 50,039 1,712,488 SH   SOLE Boston Financial Management 1,712,488 0 0
SHERWIN WILLIAMS CO COM 824348106 54,029 263,877 SH   SOLE Boston Financial Management 263,877 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 56,152 389,082 SH   SOLE Boston Financial Management 389,082 0 0
PFIZER INC COM 717081103 58,668 1,340,680 SH   SOLE Boston Financial Management 1,340,680 0 0
BERKLEY W R CORP COM 084423102 59,504 921,394 SH   SOLE Boston Financial Management 921,394 0 0
COPART INC COM 217204106 60,907 572,430 SH   SOLE Boston Financial Management 572,430 0 0
WATSCO INC COM 942622200 93,410 362,812 SH   SOLE Boston Financial Management 362,812 0 0
MICROSOFT CORP COM 594918104 110,729 475,438 SH   SOLE Boston Financial Management 475,438 0 0
APPLE INC COM 037833100 114,408 827,841 SH   SOLE Boston Financial Management 827,841 0 0