Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TRUST	132,602	$76.08M	9.6%	$181.14	—	COM	78462F103
IJH	ISHARES CORE S&P MID-CAP ETF	676,005	$42.13M	5.3%	$92.63	—	COM	464287507
MDY	SPDR S&P MIDCAP 400 ETF TRUST	71,661	$40.82M	5.1%	$233.60	—	COM	78467Y107
IVV	ISHARES CORE S&P 500 ETF	64,233	$37.05M	4.7%	$429.18	—	COM	464287200
VGSH	VANGUARD SHORT-TERM TREASURY E	530,392	$31.3M	3.9%	$59.44	—	COM	92206C102
VGIT	VANGUARD INTERMEDIATE-TERM TRE	511,999	$30.93M	3.9%	$59.26	—	COM	92206C706
SPTS	SPDR PORTFOLIO SHORT TERM TREA	1,027,547	$30.22M	3.8%	$29.04	—	COM	78468R101
SPTI	SPDR PORTFOLIO INTERMEDIATE TE	1,038,686	$30.18M	3.8%	$28.51	—	COM	78464A672
VWO	VANGUARD FTSE EMERGING MARKETS	493,738	$23.63M	3.0%	$40.34	—	COM	922042858
IEFA	ISHARES CORE MSCI EAFE ETF	273,817	$21.37M	2.7%	$70.97	—	COM	46432F842
EFA	ISHARES MSCI EAFE ETF	248,016	$20.74M	2.6%	$60.55	—	COM	464287465
IEF	ISHARES 7-10 YEAR TREASURY BON	174,584	$17.13M	2.2%	$96.35	—	COM	464287440
STIP	ISHARES 0-5 YEAR TIPS BOND ETF	165,428	$16.76M	2.1%	$98.66	—	COM	46429B747
VTI	VANGUARD TOTAL STOCK MARKET ET	59,096	$16.73M	2.1%	$87.89	—	COM	922908769
IWM	ISHARES RUSSELL 2000 ETF	74,943	$16.55M	2.1%	$132.22	—	COM	464287655
VTIP	VANGUARD SHORT-TERM INFLATION-	335,156	$16.53M	2.1%	$49.62	—	COM	922020805
VEA	VANGUARD FTSE DEVELOPED MARKET	300,096	$15.85M	2.0%	$41.25	—	COM	921943858
MSFT	MICROSOFT CORP	36,526	$15.72M	2.0%	$45.51	+829.6%	COM	594918104
IEMG	ISHARES CORE MSCI EMERGING MAR	229,922	$13.2M	1.7%	$53.30	—	COM	46434G103
VSS	VANGUARD FTSE ALL-WORLD EX-US	103,968	$13.1M	1.6%	$108.42	—	COM	922042718
HUBB	HUBBELL INC	27,832	$11.92M	1.5%	$188.62	+100.1%	COM	443510607
BILS	SPDR BLOOMBERG 3-12 MONTH T-BI	111,488	$11.1M	1.4%	$99.20	—	COM	78468R523
AAPL	APPLE INC	40,867	$9.522M	1.2%	$87.62	+153.3%	COM	037833100
EEM	ISHARES MSCI EMERGING MARKETS	203,880	$9.35M	1.2%	$39.12	—	COM	464287234
PANW	PALO ALTO NETWORKS INC	25,975	$8.878M	1.1%	$87.98	+91.3%	COM	697435105
IBM	INTL BUSINESS MACHINES	39,137	$8.652M	1.1%	$108.65	+73.9%	COM	459200101
ROK	ROCKWELL AUTOMATION INC	30,986	$8.319M	1.0%	$151.66	+71.1%	COM	773903109
TXN	TEXAS INSTRUMENTS INC	38,632	$7.98M	1.0%	$58.18	+231.7%	COM	882508104
FDX	FEDEX CORP	28,798	$7.881M	1.0%	$160.26	+75.5%	COM	31428X106
CHKP	CHECK POINT SOFTWARE TECH LTD	40,512	$7.811M	1.0%	$100.05	+83.0%	COM	M22465104
AMGN	AMGEN INC	23,550	$7.588M	1.0%	$129.44	+141.9%	COM	031162100
CRWD	CROWDSTRIKE HOLDINGS INC CL A	27,046	$7.586M	1.0%	$295.70	-3.9%	COM	22788C105
CHD	CHURCH & DWIGHT CO INC	67,430	$7.061M	0.9%	$48.24	+109.1%	COM	171340102
—	UNILEVER PLC SP ADR NEW	105,900	$6.879M	0.9%	$57.65	—	COM	904767704
DGS	WISDOMTREE EMERGING MARKETS SM	126,200	$6.777M	0.9%	$48.12	—	COM	97717W281
BK	BANK NEW YORK MELLON CORP	91,180	$6.552M	0.8%	$31.26	+104.2%	COM	064058100
GNMA	ISHARES GNMA BOND ETF	142,973	$6.404M	0.8%	$43.12	—	COM	46429B333
NSC	NORFOLK SOUTHERN CORP	24,831	$6.171M	0.8%	$90.52	+157.4%	COM	655844108
MELI	MERCADOLIBRE INC	2,970	$6.094M	0.8%	$1364.27	+38.0%	COM	58733R102
XYL	XYLEM INC	44,558	$6.017M	0.8%	$99.34	+32.5%	COM	98419M100
SGOV	ISHARES 0-3 MONTH TREASURY BON	58,883	$5.931M	0.7%	$100.70	—	COM	46436E718
HSY	HERSHEY CO	29,024	$5.566M	0.7%	$109.51	+69.9%	COM	427866108
DEO	DIAGEO PLC SP ADR NEW	39,298	$5.515M	0.7%	$133.24	—	COM	25243Q205
FMX	FOMENTO ECONOMICO MEXICANO SAB	45,512	$4.492M	0.6%	$83.01	—	COM	344419106
VEU	VANGUARD FTSE ALL-WORLD EX-US	71,273	$4.49M	0.6%	$45.90	—	COM	922042775
MKC	MCCORMICK & CO INC NON VTG	51,788	$4.262M	0.5%	$67.37	+11.5%	COM	579780206
ETN	EATON CORP PLC	12,827	$4.251M	0.5%	$153.50	+96.3%	COM	G29183103
EWJ	ISHARES MSCI JAPAN ETF	56,594	$4.049M	0.5%	$68.32	—	COM	46434G822
BDX	BECTON DICKINSON & CO	13,421	$3.236M	0.4%	$136.37	+66.9%	COM	075887109
CB	CHUBB LIMITED	10,211	$2.945M	0.4%	$129.19	+109.6%	COM	H1467J104
—	GLOBAL X GENOMICS & BIOTECHNOL	259,615	$2.921M	0.4%	$12.13	—	COM	37954Y434
AMZN	AMAZON.COM INC	15,336	$2.858M	0.4%	$131.90	+38.3%	COM	023135106
BRK/B	BERKSHIRE HATHAWAY INC CL B NE	4,430	$2.039M	0.3%	$209.05	+111.5%	COM	084670702
VOO	VANGUARD S&P 500 ETF	3,824	$2.018M	0.3%	$307.10	—	COM	922908363
IJR	ISHARES CORE S&P SMALL CAP ETF	16,540	$1.935M	0.2%	$90.67	—	COM	464287804
IBTG	ISHARES IBONDS DEC 2026 TERM T	79,401	$1.831M	0.2%	$22.76	—	COM	46436E858
—	ISHARES IBONDS DEC 2025 TERM T	77,370	$1.812M	0.2%	$23.26	—	COM	46436E866
MCD	MCDONALDS CORP	5,917	$1.802M	0.2%	$88.04	+202.9%	COM	580135101
IBTE	ISHARES IBONDS DEC 2024 TERM T	73,383	$1.761M	0.2%	$23.96	—	COM	46436E874
IWV	ISHARES RUSSELL 3000 ETF	5,295	$1.73M	0.2%	$267.61	—	COM	464287689
MRK	MERCK & CO INC	14,389	$1.634M	0.2%	$96.81	+16.7%	COM	58933Y105
ESGD	ISHARES ESG AWARE MSCI EAFE ET	18,840	$1.586M	0.2%	$75.86	—	COM	46435G516
SHEL	SHELL PLC SPON ADS	22,265	$1.468M	0.2%	$54.93	—	COM	780259305
SUSA	ISHARES MSCI USA ESG SELECT ET	11,720	$1.411M	0.2%	$79.14	—	COM	464288802
PG	PROCTER AND GAMBLE CO	8,027	$1.39M	0.2%	$66.32	+147.7%	COM	742718109
XOM	EXXON MOBILE CORP	11,816	$1.385M	0.2%	$71.71	+53.4%	COM	30231G102
BRK/A	BERKSHIRE HATHAWAY INC CL A	2	$1.382M	0.2%	$309925.88	+114.2%	COM	084670108
VO	VANGUARD MID-CAP ETF	5,121	$1.351M	0.2%	$163.91	—	COM	922908629
EPI	WISDOMTREE INDIA EARNINGS FUND	24,955	$1.259M	0.2%	$41.00	—	COM	97717W422
JNJ	JOHNSON & JOHNSON	7,769	$1.259M	0.2%	$85.17	+79.2%	COM	478160104
NFLX	NETFLIX INC	1,622	$1.15M	0.1%	$44.11	+51.6%	COM	64110L106
SHW	SHERWIN WILLIAMS CO	2,969	$1.133M	0.1%	$193.12	+78.6%	COM	824348106
USB	US BANCORP DEL	21,962	$1.004M	0.1%	$24.24	+69.7%	COM	902973304
IDXX	IDEXX LABORATORIES INC	1,857	$938K	0.1%	$174.39	+178.6%	COM	45168D104
ADI	ANALOG DEVICES INC	3,961	$912K	0.1%	$179.35	+22.7%	COM	032654105
ESML	ISHARES ESG AWARE MSCI USA SMA	20,690	$865K	0.1%	$38.01	—	COM	46435U663
GOOGL	ALPHABET INC CAP STOCK CL A	4,995	$828K	0.1%	$134.09	+24.3%	COM	02079K305
JPM	JPMORGAN CHASE & CO	3,725	$785K	0.1%	$62.74	+226.7%	COM	46625H100
ATNI	ATN INTL INC	23,787	$769K	0.1%	$28.01	-13.3%	COM	00215F107
FITB	FIFTH THIRD BANCORP	16,959	$727K	0.1%	$12.01	+221.3%	COM	316773100
HON	HONEYWELL INTL INC	3,470	$717K	0.1%	$79.44	+137.1%	COM	438516106
GOOG	ALPHABET INC CAP STOCK CL C	4,103	$686K	0.1%	$136.66	+23.1%	COM	02079K107
TVGN	TEVOGEN BIO HOLDINGS INC	1,854,517	$683K	0.1%	$7.50	-92.2%	COM	88165K101
MMM	3M CO	4,926	$673K	0.1%	$67.37	+76.8%	COM	88579Y101
DVY	ISHARES SELECT DIVIDEND ETF	4,805	$649K	0.1%	$66.81	—	COM	464287168
LLY	ELI LILLY & CO	728	$645K	0.1%	$199.02	+347.4%	COM	532457108
XJH	ISHARES ESG SCREENED S&P MID-C	15,040	$636K	0.1%	$41.08	—	COM	46436E551
OEF	ISHARES S&P 100 ETF	2,191	$606K	0.1%	$86.59	—	COM	464287101
CTAS	CINTAS CORP	2,860	$589K	0.1%	$161.38	+18.3%	COM	172908105
TSM	TAIWAN SEMICONDUCTOR MFG LTD S	3,153	$548K	0.1%	$61.80	—	COM	874039100
CSL	CARLISLE COS INC	1,200	$540K	0.1%	$294.97	+37.7%	COM	142339100
EMR	EMERSON ELECTRIC CO	4,895	$535K	0.1%	$44.61	+135.5%	COM	291011104
EMXC	ISHARES MSCI EMERGING MARKETS	8,746	$534K	0.1%	$46.01	—	COM	46434G764
GIS	GENERAL MILLS INC	7,234	$534K	0.1%	$35.15	+86.7%	COM	370334104
GE	GENERAL ELECTRIC CO NEW	2,828	$533K	0.1%	$64.81	+159.1%	COM	369604301
VYM	VANGUARD HIGH DIVIDEND YIELD I	4,099	$525K	0.1%	$111.63	—	COM	921946406
ORCL	ORACLE CORP	2,975	$507K	0.1%	$76.47	+87.1%	COM	68389X105
IWC	ISHARES MICRO-CAP ETF	3,962	$489K	0.1%	$61.70	—	COM	464288869
VOTE	TCW TRANSFORM 500 ETF	7,270	$487K	0.1%	$42.74	—	COM	29287L106
ESGE	ISHARES ESG AWARE MSCI EM ETF	13,010	$474K	0.1%	$32.16	—	COM	46434G863
IWF	ISHARES RUSSELL 1000 GROWTH ET	1,257	$472K	0.1%	$375.31	—	COM	464287614
INTC	INTEL CORP	19,415	$455K	0.1%	$36.88	-32.5%	COM	458140100
—	KELLANOVA	5,430	$438K	0.1%	$40.29	+69.8%	COM	487836108
MATX	MATSON INC	2,971	$424K	0.1%	$66.28	+95.0%	COM	57686G105
HD	HOME DEPOT INC	1,040	$421K	0.1%	$192.12	+83.5%	COM	437076102
UNM	UNUM GROUP	7,001	$416K	0.1%	$54.30	0.0%	COM	91529Y106
COST	COSTCO WHOLESALE CORP	427	$379K	0.0%	$418.22	+106.1%	COM	22160K105
IVW	ISHARES S&P 500 GROWTH ETF	3,829	$367K	0.0%	$99.65	—	COM	464287309
JUST	GOLDMAN SACHS JUST U.S. LARGE	4,220	$346K	0.0%	$66.19	—	COM	381430396
ENTA	ENANTA PHARMACEUTICALS INC	33,185	$344K	0.0%	$10.43	+25.4%	COM	29251M106
PM	PHILIP MORRIS INTL INC	2,755	$334K	0.0%	$48.36	+127.1%	COM	718172109
DOV	DOVER CORP	1,720	$330K	0.0%	$113.33	+58.3%	COM	260003108
AMAT	APPLIED MATERIALS INC	1,631	$330K	0.0%	$122.61	+65.0%	COM	038222105
ACWI	ISHARES MSCI ACWI ETF	2,726	$326K	0.0%	$101.08	—	COM	464288257
VTWV	VANGUARD RUSSELL 2000 VALUE ET	2,100	$309K	0.0%	$87.21	—	COM	92206C649
NEE	NEXTERA ENERGY INC	3,507	$296K	0.0%	$54.04	+38.5%	COM	65339F101
WAT	WATERS CORP	811	$292K	0.0%	$285.91	+13.9%	COM	941848103
IJJ	ISHARES S&P MID-CAP 400 VALUE	2,312	$286K	0.0%	$114.04	—	COM	464287705
VUG	VANGUARD GROWTH ETF	743	$285K	0.0%	$290.81	—	COM	922908736
SONY	SONY GROUP CORP SP ADR	2,947	$285K	0.0%	$94.88	—	COM	835699307
ROP	ROPER TECHNOLOGIES INC	509	$283K	0.0%	$516.16	+5.5%	COM	776696106
VTV	VANGUARD VALUE ETF	1,500	$262K	0.0%	$119.15	—	COM	922908744
BMY	BRISTOL-MYERS SQUIBB CO	5,054	$261K	0.0%	$32.20	+35.6%	COM	110122108
SPGI	S&P GLOBAL INC	490	$253K	0.0%	$423.77	+15.6%	COM	78409V104
TMO	THERMO FISHER SCIENTIFIC INC	405	$251K	0.0%	$252.29	+133.5%	COM	883556102
QCOM	QUALCOMM INC	1,437	$244K	0.0%	$121.53	+40.8%	COM	747525103
VOE	VANGUARD MID-CAP VALUE ETF	1,425	$239K	0.0%	$145.01	—	COM	922908512
IWP	ISHARES RUSSELL MID-CAP GROWTH	2,026	$238K	0.0%	$104.46	—	COM	464287481
IVE	ISHARES S&P 500 VALUE ETF	1,189	$234K	0.0%	$173.89	—	COM	464287408
APO	APOLLO GLOBAL MGMT INC	1,800	$225K	0.0%	$102.73	+10.3%	COM	03769M106
ABT	ABBOTT LABORATORIES	1,911	$218K	0.0%	$107.07	0.0%	COM	002824100
FNLC	FIRST BANCORP INC ME	8,065	$212K	0.0%	$21.89	+9.7%	COM	31866P102
IWN	ISHARES RUSSELL 2000 VALUE ETF	1,240	$207K	0.0%	$166.82	—	COM	464287630
IWO	ISHARES RUSSELL 2000 GROWTH ET	727	$206K	0.0%	$284.00	—	COM	464287648
EWX	SPDR S&P EMERGING MARKETS SMAL	3,260	$203K	0.0%	$62.38	—	COM	78463X756