Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VEU	VANGUARD INTL EQUITY INDEX F	2,559,217	$150M	7.2%	$51.44	—	ALLWRLD EX US	922042775
MSFT	MICROSOFT CORP	320,385	$135M	6.5%	$27.83	+1334.6%	COM	594918104
GOOGL	ALPHABET INC	564,876	$85.26M	4.1%	$111.11	+27.8%	CAP STK CL A	02079K305
BRK/B	BERKSHIRE HATHAWAY INC DEL	186,626	$78.48M	3.8%	$198.61	+98.0%	CL B NEW	084670702
AAPL	APPLE INC	367,082	$62.95M	3.0%	$136.75	+31.8%	COM	037833100
WSO	WATSCO INC	135,732	$58.63M	2.8%	$102.69	+291.2%	COM	942622200
V	VISA INC	189,290	$52.83M	2.5%	$59.96	+354.2%	COM CL A	92826C839
KNSL	KINSALE CAP GROUP INC	96,292	$50.53M	2.4%	$90.82	+396.0%	COM	49714P108
TJX	TJX COS INC NEW	489,276	$49.62M	2.4%	$40.04	+136.3%	COM	872540109
SPGI	S&P GLOBAL INC	106,748	$45.42M	2.2%	$343.19	+24.5%	COM	78409V104
TMO	THERMO FISHER SCIENTIFIC INC	77,531	$45.09M	2.2%	$101.23	+450.9%	COM	883556102
DHR	DANAHER CORPORATION	177,427	$44.35M	2.1%	$43.20	+459.0%	COM	235851102
META	META PLATFORMS INC	89,395	$43.41M	2.1%	$299.13	+48.2%	CL A	30303M102
ECL	ECOLAB INC	186,893	$43.26M	2.1%	$111.95	+85.7%	COM	278865100
APH	AMPHENOL CORP NEW	351,406	$40.61M	2.0%	$27.90	+84.9%	CL A	032095101
AMT	AMERICAN TOWER CORP NEW	200,285	$39.57M	1.9%	$78.23	+137.9%	COM	03027X100
STZ	CONSTELLATION BRANDS INC	141,314	$38.4M	1.9%	$202.59	+20.1%	CL A	21036P108
CVX	CHEVRON CORP NEW	238,298	$37.59M	1.8%	$97.32	+42.8%	COM	166764100
—	TE CONNECTIVITY LTD	217,308	$31.56M	1.5%	$66.85	—	SHS	H84989104
ORLY	OREILLY AUTOMOTIVE INC	26,599	$30.03M	1.4%	$57.70	+21.2%	COM	67103H107
SPY	SPDR S&P 500 ETF TR	56,406	$29.59M	1.4%	$212.74	—	TR UNIT	78462F103
UNP	UNION PAC CORP	113,434	$27.9M	1.3%	$169.20	+39.2%	COM	907818108
IDXX	IDEXX LABS INC	50,098	$27.05M	1.3%	$62.44	+775.2%	COM	45168D104
CB	CHUBB LIMITED	104,102	$27.05M	1.3%	$105.59	+128.5%	COM	H1467J104
MELI	MERCADOLIBRE INC	16,420	$24.83M	1.2%	$482.58	+239.2%	COM	58733R102
ADP	AUTOMATIC DATA PROCESSING IN	93,608	$23.51M	1.1%	$94.72	+147.3%	COM	053015103
NVDA	NVIDIA CORPORATION	25,817	$23.33M	1.1%	$62.67	+15.6%	COM	67066G104
ESGD	ISHARES TR	283,548	$22.66M	1.1%	$62.59	—	ESG AW MSCI EAFE	46435G516
MKC	MCCORMICK & CO INC	279,067	$21.44M	1.0%	$64.90	-0.2%	COM NON VTG	579780206
JNJ	JOHNSON & JOHNSON	135,109	$21.37M	1.0%	$82.33	+82.5%	COM	478160104
DIS	DISNEY WALT CO	168,971	$20.68M	1.0%	$123.15	-16.9%	COM	254687106
AWK	AMERICAN WTR WKS CO INC NEW	163,185	$19.94M	1.0%	$85.02	+38.6%	COM	030420103
PHYS	SPROTT PHYSICAL GOLD TR	1,095,687	$18.96M	0.9%	$14.42	—	UNIT	85207H104
—	ANSYS INC	53,384	$18.53M	0.9%	$320.73	—	COM	03662Q105
PG	PROCTER AND GAMBLE CO	109,473	$17.76M	0.9%	$73.93	+102.7%	COM	742718109
YUM	YUM BRANDS INC	124,476	$17.26M	0.8%	$67.53	+90.6%	COM	988498101
CEF	SPROTT PHYSICAL GOLD & SILVE	845,607	$17.2M	0.8%	$14.63	—	TR UNIT	85208R101
XOM	EXXON MOBIL CORP	142,927	$16.61M	0.8%	$65.81	+49.0%	COM	30231G102
—	ISHARES TR	654,271	$16.23M	0.8%	$24.54	—	IBONDS DEC25 ETF	46434VBD1
SNPS	SYNOPSYS INC	28,286	$16.17M	0.8%	$499.16	+10.3%	COM	871607107
MINT	PIMCO ETF TR	154,097	$15.49M	0.7%	$101.56	—	ENHAN SHRT MA AC	72201R833
UBER	UBER TECHNOLOGIES INC	192,905	$14.85M	0.7%	$71.43	+0.5%	COM	90353T100
—	ISHARES TR	553,933	$13.88M	0.7%	$24.67	—	IBONDS DEC24 ETF	46434VBG4
IXUS	ISHARES TR	199,615	$13.55M	0.7%	$58.40	—	CORE MSCI TOTAL	46432F834
AMZN	AMAZON COM INC	70,810	$12.77M	0.6%	$122.57	+36.2%	COM	023135106
IAU	ISHARES GOLD TR	303,080	$12.73M	0.6%	$34.02	—	ISHARES NEW	464285204
IBDR	ISHARES TR	528,611	$12.61M	0.6%	$23.66	—	IBONDS DEC2026	46435GAA0
VOO	VANGUARD INDEX FDS	23,836	$11.46M	0.6%	$372.09	—	S&P 500 ETF SHS	922908363
BRK/A	BERKSHIRE HATHAWAY INC DEL	18	$11.42M	0.6%	$291067.84	+104.0%	CL A	084670108
GE	GENERAL ELECTRIC CO	65,034	$11.42M	0.6%	$62.95	+84.9%	COM NEW	369604301
WMT	WALMART INC	187,555	$11.29M	0.5%	$55.74	+0.5%	COM	931142103
SYK	STRYKER CORPORATION	31,115	$11.16M	0.5%	$168.18	+96.4%	COM	863667101
TPL	TEXAS PACIFIC LAND CORPORATI	18,000	$10.41M	0.5%	$167.28	0.0%	COM	88262P102
KVUE	KENVUE INC	418,052	$8.971M	0.4%	$20.71	-9.0%	COM	49177J102
LDUR	PIMCO ETF TR	93,953	$8.912M	0.4%	$100.92	—	ENHNCD LW DUR AC	72201R718
TRNO	TERRENO RLTY CORP	132,979	$8.885M	0.4%	$61.98	—	COM	88146M101
—	ASPEN TECHNOLOGY INC	36,751	$7.838M	0.4%	$183.68	—	COM	29109X106
JPM	JPMORGAN CHASE & CO	38,456	$7.703M	0.4%	$73.56	+136.0%	COM	46625H100
IBDS	ISHARES TR	295,417	$7.031M	0.3%	$23.54	—	IBONDS 27 ETF	46435UAA9
PAYX	PAYCHEX INC	57,027	$7.003M	0.3%	$25.42	+351.1%	COM	704326107
COST	COSTCO WHSL CORP NEW	9,445	$6.92M	0.3%	$427.85	+65.2%	COM	22160K105
PEP	PEPSICO INC	38,729	$6.827M	0.3%	$66.55	+136.3%	COM	713448108
MRK	MERCK & CO INC	50,621	$6.719M	0.3%	$44.49	+160.2%	COM	58933Y105
VNLA	JANUS DETROIT STR TR	120,220	$5.831M	0.3%	$49.68	—	HENDRSN SHRT ETF	47103U886
ETN	EATON CORP PLC	17,945	$5.612M	0.3%	$135.38	+97.7%	SHS	G29183103
GOOG	ALPHABET INC	36,486	$5.555M	0.3%	$108.84	+31.6%	CAP STK CL C	02079K107
BX	BLACKSTONE INC	37,734	$4.957M	0.2%	$89.38	+32.8%	COM	09260D107
ICSH	ISHARES TR	97,867	$4.948M	0.2%	$50.03	—	BLACKROCK ULTRA	46434V878
IUSV	ISHARES TR	54,000	$4.884M	0.2%	$67.20	—	CORE S&P US VLU	464287663
KO	COCA COLA CO	79,070	$4.876M	0.2%	$41.75	+35.8%	COM	191216100
NUE	NUCOR CORP	24,558	$4.873M	0.2%	$125.24	+41.5%	COM	670346105
IBDT	ISHARES TR	188,993	$4.707M	0.2%	$24.68	—	IBDS DEC28 ETF	46435U515
GLD	SPDR GOLD TR	22,236	$4.574M	0.2%	$127.24	—	GOLD SHS	78463V107
ABBV	ABBVIE INC	24,981	$4.549M	0.2%	$72.11	+124.6%	COM	00287Y109
VTI	VANGUARD INDEX FDS	16,789	$4.363M	0.2%	$142.90	—	TOTAL STK MKT	922908769
IBDU	ISHARES TR	184,333	$4.206M	0.2%	$22.47	—	IBONDS DEC 29	46436E205
ABT	ABBOTT LABS	32,056	$3.643M	0.2%	$59.36	+86.6%	COM	002824100
LLY	ELI LILLY & CO	4,610	$3.586M	0.2%	$152.95	+359.3%	COM	532457108
NBIS	YANDEX N V	222,850	$3.32M	0.2%	$35.64	—	SHS CLASS A	N97284108
SYY	SYSCO CORP	39,025	$3.168M	0.2%	$65.42	+14.0%	COM	871829107
VWO	VANGUARD INTL EQUITY INDEX F	75,285	$3.145M	0.2%	$44.94	—	FTSE EMR MKT ETF	922042858
ILMN	ILLUMINA INC	22,280	$3.059M	0.1%	$178.81	-25.0%	COM	452327109
IWF	ISHARES TR	9,056	$3.052M	0.1%	$101.07	—	RUS 1000 GRW ETF	464287614
HD	HOME DEPOT INC	7,663	$2.94M	0.1%	$116.12	+200.2%	COM	437076102
EW	EDWARDS LIFESCIENCES CORP	29,530	$2.822M	0.1%	$76.99	+9.1%	COM	28176E108
DVY	ISHARES TR	22,727	$2.8M	0.1%	$71.28	—	SELECT DIVID ETF	464287168
EMR	EMERSON ELEC CO	24,558	$2.785M	0.1%	$67.01	+48.3%	COM	291011104
CI	THE CIGNA GROUP	7,601	$2.761M	0.1%	$294.01	+8.1%	COM	125523100
CAT	CATERPILLAR INC	7,371	$2.701M	0.1%	$132.29	+135.1%	COM	149123101
MCD	MCDONALDS CORP	9,457	$2.666M	0.1%	$191.27	+45.3%	COM	580135101
CL	COLGATE PALMOLIVE CO	29,275	$2.636M	0.1%	$51.05	+59.3%	COM	194162103
EEM	ISHARES TR	63,168	$2.595M	0.1%	$39.03	—	MSCI EMG MKT ETF	464287234
COP	CONOCOPHILLIPS	20,163	$2.566M	0.1%	$90.46	+19.0%	COM	20825C104
ITW	ILLINOIS TOOL WKS INC	9,327	$2.516M	0.1%	$181.49	+36.5%	COM	452308109
W	WAYFAIR INC	36,097	$2.45M	0.1%	$128.37	-56.0%	CL A	94419L101
MA	MASTERCARD INCORPORATED	4,934	$2.376M	0.1%	$158.10	+186.3%	CL A	57636Q104
MRSH	MARSH & MCLENNAN COS INC	11,193	$2.306M	0.1%	$69.19	+179.5%	COM	571748102
FISV	FISERV INC	13,158	$2.103M	0.1%	$63.47	+129.5%	COM	337738108
RTX	RTX CORPORATION	20,929	$2.041M	0.1%	$69.98	+24.1%	COM	75513E101
ADBE	ADOBE INC	3,922	$1.979M	0.1%	$378.37	+51.5%	COM	00724F101
BAC	BANK AMERICA CORP	50,460	$1.913M	0.1%	$30.26	+8.4%	COM	060505104
HSY	HERSHEY CO	9,723	$1.891M	0.1%	$85.20	+113.7%	COM	427866108
GEHC	GE HEALTHCARE TECHNOLOGIES I	20,734	$1.885M	0.1%	$71.08	+16.7%	COMMON STOCK	36266G107
SPG	SIMON PPTY GROUP INC NEW	11,961	$1.873M	0.1%	$91.46	+45.7%	COM	828806109
IBMO	ISHARES TR	69,810	$1.77M	0.1%	$25.33	—	IBONDS DEC 26	46435U259
IVV	ISHARES TR	3,334	$1.753M	0.1%	$466.25	—	CORE S&P500 ETF	464287200
PFE	PFIZER INC	63,141	$1.752M	0.1%	$25.29	-2.5%	COM	717081103
—	ISHARES TR	62,890	$1.664M	0.1%	$26.41	—	IBONDS DEC 25	46435U432
MS	MORGAN STANLEY	17,378	$1.636M	0.1%	$69.59	+19.6%	COM NEW	617446448
IBM	INTERNATIONAL BUSINESS MACHS	8,319	$1.589M	0.1%	$111.02	+55.4%	COM	459200101
MAS	MASCO CORP	20,071	$1.583M	0.1%	$48.83	+42.9%	COM	574599106
SCI	SERVICE CORP INTL	21,266	$1.578M	0.1%	$67.68	+4.2%	COM	817565104
IBTE	ISHARES TR	64,721	$1.549M	0.1%	$23.92	—	IBONDS 24 TRM TS	46436E874
ISRG	INTUITIVE SURGICAL INC	3,845	$1.535M	0.1%	$265.49	+42.3%	COM NEW	46120E602
WY	WEYERHAEUSER CO MTN BE	41,728	$1.498M	0.1%	$32.25	-1.0%	COM NEW	962166104
CMCSA	COMCAST CORP NEW	33,090	$1.434M	0.1%	$30.74	+32.1%	CL A	20030N101
VTV	VANGUARD INDEX FDS	8,742	$1.424M	0.1%	$77.36	—	VALUE ETF	922908744
VOE	VANGUARD INDEX FDS	9,040	$1.409M	0.1%	$84.92	—	MCAP VL IDXVIP	922908512
APD	AIR PRODS & CHEMS INC	5,687	$1.388M	0.1%	$196.72	+18.2%	COM	009158106
GILD	GILEAD SCIENCES INC	18,585	$1.361M	0.1%	$38.22	+88.4%	COM	375558103
VZ	VERIZON COMMUNICATIONS INC	32,334	$1.357M	0.1%	$36.69	-2.1%	COM	92343V104
BMY	BRISTOL-MYERS SQUIBB CO	24,929	$1.352M	0.1%	$54.84	-15.8%	COM	110122108
IJR	ISHARES TR	11,678	$1.291M	0.1%	$99.19	—	CORE S&P SCP ETF	464287804
REGN	REGENERON PHARMACEUTICALS	1,333	$1.283M	0.1%	$466.11	+102.9%	COM	75886F107
SHEL	SHELL PLC	19,100	$1.28M	0.1%	$52.09	—	SPON ADS	780259305
XLK	SELECT SECTOR SPDR TR	5,678	$1.183M	0.1%	$167.93	—	TECHNOLOGY	81369Y803
IJH	ISHARES TR	19,230	$1.168M	0.1%	$84.28	—	CORE S&P MCP ETF	464287507
—	ISHARES TR	47,883	$1.112M	0.1%	$23.23	—	IBONDS 25 TRM TS	46436E866
INTC	INTEL CORP	24,926	$1.101M	0.1%	$26.76	+64.6%	COM	458140100
UPS	UNITED PARCEL SERVICE INC	7,341	$1.091M	0.1%	$69.34	+96.7%	CL B	911312106
ESGE	ISHARES INC	33,315	$1.074M	0.1%	$33.92	—	ESG AWR MSCI EM	46434G863
CSX	CSX CORP	28,896	$1.071M	0.1%	$25.01	+41.9%	COM	126408103
NVO	NOVO-NORDISK A S	8,030	$1.039M	0.1%	$92.33	—	ADR	670100205
ORCL	ORACLE CORP	8,242	$1.035M	0.0%	$56.96	+97.3%	COM	68389X105
IBMQ	ISHARES TR	40,690	$1.028M	0.0%	$25.49	—	IBONDS DEC 28	46435U325
IBDV	ISHARES TR	47,336	$1.013M	0.0%	$20.56	—	IBONDS DEC 2030	46436E726
CPNG	COUPANG INC	53,140	$945K	0.0%	$16.50	-0.8%	CL A	22266T109
BDX	BECTON DICKINSON & CO	3,808	$942K	0.0%	$167.07	+38.1%	COM	075887109
VEA	VANGUARD TAX-MANAGED FDS	18,602	$933K	0.0%	$43.89	—	VAN FTSE DEV MKT	921943858
IWN	ISHARES TR	5,685	$903K	0.0%	$93.61	—	RUS 2000 VAL ETF	464287630
MDY	SPDR S&P MIDCAP 400 ETF TR	1,597	$890K	0.0%	$469.70	—	UTSER1 S&PDCRP	78467Y107
CRWD	CROWDSTRIKE HLDGS INC	2,772	$889K	0.0%	$153.80	+99.1%	CL A	22788C105
INTU	INTUIT	1,365	$887K	0.0%	$422.65	+49.4%	COM	461202103
LOW	LOWES COS INC	3,338	$850K	0.0%	$93.32	+137.9%	COM	548661107
GIS	GENERAL MLS INC	11,912	$833K	0.0%	$40.70	+48.9%	COM	370334104
FDX	FEDEX CORP	2,846	$828K	0.0%	$196.90	+21.8%	COM	31428X106
MMM	3M CO	7,611	$807K	0.0%	$76.75	+3.3%	COM	88579Y101
KMB	KIMBERLY-CLARK CORP	6,177	$807K	0.0%	$104.10	+9.6%	COM	494368103
BF/A	BROWN FORMAN CORP	15,000	$798K	0.0%	$42.16	+29.2%	CL A	115637100
QCOM	QUALCOMM INC	4,678	$792K	0.0%	$123.79	+20.0%	COM	747525103
CSCO	CISCO SYS INC	15,515	$774K	0.0%	$30.27	+56.0%	COM	17275R102
FNV	FRANCO NEV CORP	6,422	$765K	0.0%	$130.03	-16.7%	COM	351858105
EAT	BRINKER INTL INC	15,396	$765K	0.0%	$30.33	+46.0%	COM	109641100
AZN	ASTRAZENECA PLC	11,274	$764K	0.0%	$30.90	—	SPONSORED ADR	046353108
QQQ	INVESCO QQQ TR	1,709	$760K	0.0%	$309.13	—	UNIT SER 1	46090E103
MDLZ	MONDELEZ INTL INC	10,781	$759K	0.0%	$55.88	+23.3%	CL A	609207105
WPM	WHEATON PRECIOUS METALS CORP	16,000	$754K	0.0%	$44.50	0.0%	COM	962879102
LIN	LINDE PLC	1,610	$748K	0.0%	$322.30	+31.0%	SHS	G54950103
CME	CME GROUP INC	3,386	$729K	0.0%	$157.92	+24.9%	COM	12572Q105
IBTG	ISHARES TR	31,220	$709K	0.0%	$22.80	—	IBONDS 26 TRM TS	46436E858
IBMP	ISHARES TR	27,850	$701K	0.0%	$25.30	—	IBONDS DEC 27	46435U283
DE	DEERE & CO	1,671	$689K	0.0%	$159.46	+133.6%	COM	244199105
SLB	SCHLUMBERGER LTD	12,425	$685K	0.0%	$55.56	-13.9%	COM STK	806857108
AKAM	AKAMAI TECHNOLOGIES INC	6,165	$671K	0.0%	$46.84	+146.0%	COM	00971T101
SBUX	STARBUCKS CORP	7,258	$663K	0.0%	$62.99	+40.7%	COM	855244109
ACN	ACCENTURE PLC IRELAND	1,896	$657K	0.0%	$269.36	+31.7%	SHS CLASS A	G1151C101
AVGO	BROADCOM INC	487	$645K	0.0%	$54.88	+120.9%	COM	11135F101
EFA	ISHARES TR	7,894	$630K	0.0%	$70.78	—	MSCI EAFE ETF	464287465
TSLA	TESLA INC	3,535	$621K	0.0%	$219.50	-11.0%	COM	88160R101
NKE	NIKE INC	6,465	$610K	0.0%	$90.08	+8.6%	CL B	654106103
BSV	VANGUARD BD INDEX FDS	7,900	$606K	0.0%	$79.47	—	SHORT TRM BOND	921937827
—	ISHARES TR	23,205	$602K	0.0%	$25.78	—	IBONDS DEC	46435U697
ALNY	ALNYLAM PHARMACEUTICALS INC	4,000	$598K	0.0%	$170.34	-2.1%	COM	02043Q107
AMGN	AMGEN INC	2,100	$597K	0.0%	$170.73	+61.7%	COM	031162100
UNH	UNITEDHEALTH GROUP INC	1,205	$596K	0.0%	$266.87	+83.2%	COM	91324P102
ZTS	ZOETIS INC	3,509	$594K	0.0%	$127.10	+44.3%	CL A	98978V103
VIG	VANGUARD SPECIALIZED FUNDS	3,221	$588K	0.0%	$144.28	—	DIV APP ETF	921908844
AMAT	APPLIED MATLS INC	2,794	$576K	0.0%	$70.69	+155.2%	COM	038222105
DRI	DARDEN RESTAURANTS INC	3,406	$569K	0.0%	$60.40	+159.4%	COM	237194105
PM	PHILIP MORRIS INTL INC	6,008	$558K	0.0%	$79.85	+6.4%	COM	718172109
NSC	NORFOLK SOUTHN CORP	2,170	$553K	0.0%	$181.07	+31.3%	COM	655844108
AVY	AVERY DENNISON CORP	2,436	$544K	0.0%	$86.49	+131.3%	COM	053611109
AXP	AMERICAN EXPRESS CO	2,387	$543K	0.0%	$158.07	+28.4%	COM	025816109
—	ISHARES TR	22,850	$534K	0.0%	$22.93	—	IBONDS 25 TRM HG	46435U168
CACI	CACI INTL INC	1,400	$530K	0.0%	$355.33	0.0%	CL A	127190304
NFLX	NETFLIX INC	872	$530K	0.0%	$22.21	+153.8%	COM	64110L106
KMX	CARMAX INC	6,005	$523K	0.0%	$50.88	+48.7%	COM	143130102
TRV	TRAVELERS COMPANIES INC	2,241	$516K	0.0%	$160.90	+28.5%	COM	89417E109
BP	BP PLC	13,134	$495K	0.0%	$34.89	—	SPONSORED ADR	055622104
GVI	ISHARES TR	4,745	$493K	0.0%	$103.98	—	INTRM GOV CR ETF	464288612
EBC	EASTERN BANKSHARES INC	35,000	$482K	0.0%	$12.50	+2.6%	COM	27627N105
CHD	CHURCH & DWIGHT CO INC	4,591	$479K	0.0%	$46.91	+108.5%	COM	171340102
HON	HONEYWELL INTL INC	2,321	$476K	0.0%	$140.19	+28.9%	COM	438516106
LHX	L3HARRIS TECHNOLOGIES INC	2,207	$470K	0.0%	$182.53	+10.8%	COM	502431109
DEO	DIAGEO PLC	3,109	$467K	0.0%	$148.67	—	SPON ADR NEW	25243Q205
UDR	UDR INC	12,455	$466K	0.0%	$41.75	-18.3%	COM	902653104
NEO	NEOGENOMICS INC	29,454	$463K	0.0%	$24.23	-36.3%	COM NEW	64049M209
TXN	TEXAS INSTRS INC	2,654	$462K	0.0%	$50.08	+215.3%	COM	882508104
ALGN	ALIGN TECHNOLOGY INC	1,397	$458K	0.0%	$225.21	+30.3%	COM	016255101
BF/B	BROWN FORMAN CORP	8,750	$454K	0.0%	$37.27	+42.4%	CL B	115637209
CNI	CANADIAN NATL RY CO	3,244	$427K	0.0%	$110.54	+11.3%	COM	136375102
VXF	VANGUARD INDEX FDS	2,425	$425K	0.0%	$90.35	—	EXTEND MKT ETF	922908652
RSP	INVESCO EXCHANGE TRADED FD T	2,495	$423K	0.0%	$169.37	—	S&P500 EQL WGT	46137V357
XYL	XYLEM INC	3,100	$401K	0.0%	$46.41	+154.8%	COM	98419M100
MCO	MOODYS CORP	1,013	$398K	0.0%	$290.01	+31.0%	COM	615369105
IWR	ISHARES TR	4,549	$383K	0.0%	$63.86	—	RUS MID CAP ETF	464287499
NOBL	PROSHARES TR	3,768	$382K	0.0%	$95.06	—	S&P 500 DV ARIST	74348A467
VB	VANGUARD INDEX FDS	1,647	$376K	0.0%	$213.33	—	SMALL CP ETF	922908751
SMOG	VANECK ETF TRUST	3,820	$376K	0.0%	$77.71	—	LOW CARBN ENERGY	92189F502
KLAC	KLA CORP	534	$373K	0.0%	$163.05	+287.5%	COM NEW	482480100
EQR	EQUITY RESIDENTIAL	5,779	$369K	0.0%	$66.63	-15.6%	SH BEN INT	29476L107
ASML	ASML HOLDING N V	373	$362K	0.0%	$970.47	—	N Y REGISTRY SHS	N07059210
DD	DUPONT DE NEMOURS INC	4,694	$360K	0.0%	$27.27	+4.6%	COM	26614N102
IWM	ISHARES TR	1,706	$359K	0.0%	$155.11	—	RUSSELL 2000 ETF	464287655
ES	EVERSOURCE ENERGY	5,855	$350K	0.0%	$38.94	+34.9%	COM	30040W108
VRTX	VERTEX PHARMACEUTICALS INC	836	$349K	0.0%	$299.93	+40.9%	COM	92532F100
—	CAMBRIDGE BANCORP	5,100	$348K	0.0%	$68.16	—	COM	132152109
DMLP	DORCHESTER MINERALS LP	10,257	$346K	0.0%	$33.72	—	COM UNIT	25820R105
XLY	SELECT SECTOR SPDR TR	1,875	$345K	0.0%	$183.89	—	SBI CONS DISCR	81369Y407
VO	VANGUARD INDEX FDS	1,375	$344K	0.0%	$232.64	—	MID CAP ETF	922908629
NEE	NEXTERA ENERGY INC	5,327	$340K	0.0%	$70.03	-20.9%	COM	65339F101
XLV	SELECT SECTOR SPDR TR	2,271	$335K	0.0%	$147.73	—	SBI HEALTHCARE	81369Y209
CPRT	COPART INC	5,724	$332K	0.0%	$39.23	+31.1%	COM	217204106
UEIC	UNIVERSAL ELECTRS INC	32,942	$330K	0.0%	$9.06	-1.1%	COM	913483103
AEM	AGNICO EAGLE MINES LTD	5,476	$327K	0.0%	$42.79	+15.8%	COM	008474108
CARR	CARRIER GLOBAL CORPORATION	5,596	$325K	0.0%	$54.96	0.0%	COM	14448C104
IRM	IRON MTN INC DEL	4,016	$325K	0.0%	$44.52	+52.8%	COM	46284V101
IBTH	ISHARES TR	14,580	$323K	0.0%	$22.39	—	IBONDS 27 TRM TS	46436E841
MO	ALTRIA GROUP INC	7,109	$317K	0.0%	$35.72	-0.1%	COM	02209S103
PSNL	PERSONALIS INC	211,118	$315K	0.0%	$1.78	-12.9%	COM	71535D106
VOT	VANGUARD INDEX FDS	1,273	$300K	0.0%	$197.52	—	MCAP GR IDXVIP	922908538
EPD	ENTERPRISE PRODS PARTNERS L	10,250	$299K	0.0%	$24.21	—	COM	293792107
RPM	RPM INTL INC	2,500	$297K	0.0%	$69.51	+60.0%	COM	749685103
SHW	SHERWIN WILLIAMS CO	834	$290K	0.0%	$248.17	+26.3%	COM	824348106
MKL	MARKEL GROUP INC	189	$288K	0.0%	$1466.28	0.0%	COM	570535104
ROST	ROSS STORES INC	1,931	$283K	0.0%	$102.02	+37.6%	COM	778296103
UGI	UGI CORP NEW	11,000	$274K	0.0%	$32.73	-26.6%	COM	902681105
MPC	MARATHON PETE CORP	1,342	$270K	0.0%	$164.35	0.0%	COM	56585A102
CMI	CUMMINS INC	910	$268K	0.0%	$222.93	+11.1%	COM	231021106
EFX	EQUIFAX INC	1,000	$268K	0.0%	$251.16	0.0%	COM	294429105
VHI	VALHI INC NEW	15,095	$259K	0.0%	$22.59	-36.3%	COM	918905209
SCHD	SCHWAB STRATEGIC TR	3,205	$258K	0.0%	$80.63	—	US DIVIDEND EQ	808524797
T	AT&T INC	14,451	$254K	0.0%	$14.65	+6.6%	COM	00206R102
VV	VANGUARD INDEX FDS	1,050	$252K	0.0%	$174.20	—	LARGE CAP ETF	922908637
DOV	DOVER CORP	1,404	$249K	0.0%	$136.69	+15.3%	COM	260003108
IWB	ISHARES TR	859	$247K	0.0%	$262.26	—	RUS 1000 ETF	464287622
CVS	CVS HEALTH CORP	3,078	$246K	0.0%	$50.95	+39.0%	COM	126650100
OTIS	OTIS WORLDWIDE CORP	2,469	$245K	0.0%	$70.16	+27.6%	COM	68902V107
CBOE	CBOE GLOBAL MKTS INC	1,298	$238K	0.0%	$181.47	0.0%	COM	12503M108
VGT	VANGUARD WORLD FD	450	$236K	0.0%	$484.00	—	INF TECH ETF	92204A702
CLX	CLOROX CO DEL	1,500	$230K	0.0%	$147.59	-5.1%	COM	189054109
DHI	D R HORTON INC	1,388	$228K	0.0%	$120.55	+22.1%	COM	23331A109
CBU	COMMUNITY BK SYS INC	4,650	$225K	0.0%	$41.72	+4.8%	COM	203607106
ICLN	ISHARES TR	15,765	$220K	0.0%	$19.09	—	GL CLEAN ENE ETF	464288224
DOW	DOW INC	3,691	$214K	0.0%	$36.56	+33.9%	COM	260557103
PYPL	PAYPAL HLDGS INC	3,175	$213K	0.0%	$182.46	-66.4%	COM	70450Y103
SRPT	SAREPTA THERAPEUTICS INC	1,632	$211K	0.0%	$122.50	0.0%	COM	803607100
XLE	SELECT SECTOR SPDR TR	2,200	$208K	0.0%	$94.41	—	ENERGY	81369Y506
AES	AES CORP	11,400	$204K	0.0%	$15.22	0.0%	COM	00130H105
CTVA	CORTEVA INC	3,536	$204K	0.0%	$50.60	0.0%	COM	22052L104
DOC	HEALTHPEAK PROPERTIES INC	10,745	$201K	0.0%	$24.79	-35.0%	COM	42250P103
CASIF	CASI PHARMACEUTICALS INC	40,429	$146K	0.0%	$5.39	0.0%	ORD SHS	G1933S101
VISN	COMMSCOPE HLDG CO INC	82,700	$108K	0.0%	$6.41	-69.3%	COM	20337X109