Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC COM	96,097	$17.79M	9.5%	$20.60	+107.5%	COM	037833100
AMZN	AMAZON COM INC COM	5,090	$8.651M	4.6%	$36.48	+117.6%	COM	023135106
PFF	ISHARES U.S. PREFERRED STOCK ETF	193,915	$7.312M	3.9%	$38.29	—	S&P US PFD STK	464288687
HYG	ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	83,624	$7.114M	3.8%	$91.04	—	IBOXX HI YD ETF	464288513
MSFT	MICROSOFT CORP COM	65,843	$6.492M	3.5%	$39.15	+129.3%	COM	594918104
META	FACEBOOK INC CL A	27,890	$5.419M	2.9%	$88.50	+102.8%	CL A	30303M102
EEM	ISHARES MSCI EMERGING MARKETS ETF	123,883	$5.367M	2.9%	$40.95	—	MSCI EMG MKT ETF	464287234
GOOGL	ALPHABET INC CAP STK CL A	4,215	$4.759M	2.5%	$39.93	+35.2%	CAP STK CL A	02079K305
EFA	ISHARES MSCI EAFE ETF	67,755	$4.537M	2.4%	$65.37	—	MSCI EAFE ETF	464287465
MA	MASTERCARD INCORPORATED CL A	22,220	$4.366M	2.3%	$81.36	+121.6%	CL A	57636Q104
V	VISA INC COM CL A	31,993	$4.237M	2.3%	$65.06	+87.6%	COM CL A	92826C839
IWV	ISHARES RUSSELL 3000 ETF	20,940	$3.398M	1.8%	$115.94	—	RUSSELL 3000 ETF	464287689
GLD	SPDR GOLD SHARES	28,537	$3.385M	1.8%	$123.00	—	GOLD SHS	78463V107
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	17,853	$3.332M	1.8%	$127.30	+53.1%	CL B NEW	084670702
EEMA	ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND	42,799	$2.96M	1.6%	$71.72	—	MSCI EM ASIA ETF	464286426
—	RAYTHEON CO COM NEW	14,395	$2.78M	1.5%	$115.24	—	COM NEW	755111507
XOM	EXXON MOBIL CORP COM	33,532	$2.774M	1.5%	$57.30	-2.0%	COM	30231G102
BKLN	INVESCO SENIOR LOAN ETF	115,347	$2.641M	1.4%	$22.90	—	SR LN ETF	46138G508
JNJ	JOHNSON & JOHNSON COM	20,499	$2.487M	1.3%	$72.83	+38.3%	COM	478160104
UNH	UNITEDHEALTH GROUP INC COM	9,967	$2.445M	1.3%	$182.98	+15.9%	COM	91324P102
EMB	ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF	22,681	$2.421M	1.3%	$110.25	—	JPMORGAN USD EMG	464288281
BAC	BANK AMER CORP COM	79,448	$2.239M	1.2%	$13.74	+80.8%	COM	060505104
—	BLACKROCK INC COM	4,410	$2.2M	1.2%	$361.52	—	COM	09247X101
JPM	JPMORGAN CHASE & CO COM	20,998	$2.187M	1.2%	$49.34	+80.4%	COM	46625H100
CVX	CHEVRON CORP NEW COM	16,091	$2.034M	1.1%	$73.11	+21.9%	COM	166764100
MRK	MERCK & CO INC COM	30,415	$1.846M	1.0%	$39.11	+13.8%	COM	58933Y105
NEE	NEXTERA ENERGY INC COM	10,386	$1.734M	0.9%	$18.32	+82.4%	COM	65339F101
SDY	SPDR S&P DIVIDEND ETF	18,522	$1.717M	0.9%	$75.49	—	S&P DIVID ETF	78464A763
GOOG	ALPHABET INC CAP STK CL C	1,495	$1.667M	0.9%	$35.96	+49.1%	CAP STK CL C	02079K107
PFE	PFIZER INC COM	45,804	$1.661M	0.9%	$18.28	+32.9%	COM	717081103
TIP	ISHARES TIPS BOND ETF	14,266	$1.61M	0.9%	$112.23	—	TIPS BD ETF	464287176
LMT	LOCKHEED MARTIN CORP COM	5,066	$1.496M	0.8%	$121.79	+115.6%	COM	539830109
ABBV	ABBVIE INC COM	16,104	$1.492M	0.8%	$35.33	+99.6%	COM	00287Y109
CVS	CVS HEALTH CORP COM	23,035	$1.482M	0.8%	$52.51	-1.6%	COM	126650100
BA	BOEING CO COM	4,352	$1.46M	0.8%	$162.97	+102.7%	COM	097023105
SPY	SPDR S&P 500 ETF	5,329	$1.445M	0.8%	$206.58	—	TR UNIT	78462F103
CL	COLGATE PALMOLIVE CO COM	20,704	$1.341M	0.7%	$49.81	+9.6%	COM	194162103
MO	ALTRIA GROUP INC COM	22,842	$1.297M	0.7%	$19.08	+68.7%	COM	02209S103
PG	PROCTER AND GAMBLE CO COM	16,125	$1.258M	0.7%	$61.50	+0.5%	COM	742718109
—	UNITED TECHNOLOGIES CORP COM	10,009	$1.251M	0.7%	$113.60	—	COM	913017109
AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	11,772	$1.251M	0.7%	$108.15	—	CORE US AGGBD ET	464287226
AMGN	AMGEN INC COM	6,772	$1.25M	0.7%	$96.15	+45.9%	COM	031162100
ENB	ENBRIDGE INC COM	34,873	$1.244M	0.7%	$23.23	-14.8%	COM	29250N105
TJX	TJX COS INC NEW COM	12,994	$1.236M	0.7%	$36.20	+9.3%	COM	872540109
BABA	ALIBABA GROUP HLDG LTD SPONSORED ADS	6,604	$1.225M	0.7%	$158.58	—	SPONSORED ADS	01609W102
HD	HOME DEPOT INC COM	6,170	$1.203M	0.6%	$76.63	+102.3%	COM	437076102
MCD	MCDONALDS CORP COM	7,316	$1.146M	0.6%	$81.90	+65.5%	COM	580135101
ABT	ABBOTT LABS COM	18,321	$1.117M	0.6%	$30.82	+72.5%	COM	002824100
WMT	WALMART INC COM	12,926	$1.107M	0.6%	$20.73	+21.8%	COM	931142103
LLY	LILLY ELI & CO COM	12,734	$1.086M	0.6%	$43.67	+68.8%	COM	532457108
KO	COCA COLA CO COM	23,850	$1.046M	0.6%	$27.54	+23.5%	COM	191216100
SYK	STRYKER CORP COM	6,190	$1.045M	0.6%	$65.01	+138.1%	COM	863667101
C	CITIGROUP INC COM NEW	15,561	$1.041M	0.6%	$41.89	+26.6%	COM NEW	172967424
AB	ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN	36,365	$1.038M	0.6%	$25.30	—	UNIT LTD PARTN	01881G106
PEP	PEPSICO INC COM	9,498	$1.034M	0.6%	$61.37	+33.2%	COM	713448108
CSCO	CISCO SYS INC COM	23,442	$1.008M	0.5%	$17.67	+96.6%	COM	17275R102
WY	WEYERHAEUSER CO COM	27,512	$1.003M	0.5%	$18.51	+46.2%	COM	962166104
PRF	INVESCO FTSE RAFI US 1000 ETF	8,619	$970K	0.5%	$112.54	—	FTSE RAFI 1000	46137V613
DLX	DELUXE CORP COM	14,260	$944K	0.5%	$34.08	+43.3%	COM	248019101
PYPL	PAYPAL HLDGS INC COM	11,300	$940K	0.5%	$75.74	+5.0%	COM	70450Y103
PM	PHILIP MORRIS INTL INC COM	11,428	$922K	0.5%	$49.20	+15.0%	COM	718172109
NVDA	NVIDIA CORP COM	3,818	$904K	0.5%	$4.60	+30.7%	COM	67066G104
ADP	AUTOMATIC DATA PROCESSING INC COM	6,721	$901K	0.5%	$54.48	+97.8%	COM	053015103
BMY	BRISTOL MYERS SQUIBB CO COM	16,185	$895K	0.5%	$35.36	+14.9%	COM	110122108
SO	SOUTHERN CO COM	18,485	$856K	0.5%	$26.12	+25.8%	COM	842587107
COP	CONOCOPHILLIPS COM	11,640	$810K	0.4%	$43.72	+18.5%	COM	20825C104
QQQ	INVESCO QQQ TRUST	4,591	$788K	0.4%	$171.64	—	UNIT SER 1	46090E103
INTC	INTEL CORP COM	15,088	$750K	0.4%	$28.23	+59.6%	COM	458140100
BXP	BOSTON PROPERTIES INC COM	5,837	$732K	0.4%	$74.76	+14.4%	COM	101121101
MCO	MOODYS CORP COM	4,185	$713K	0.4%	$135.25	+17.0%	COM	615369105
NOC	NORTHROP GRUMMAN CORP COM	2,317	$712K	0.4%	$173.06	+68.4%	COM	666807102
—	BROOKFIELD ASSET MGMT INC CL A LTD VT SH	16,895	$684K	0.4%	$40.19	—	CL A LTD VT SH	112585104
D	DOMINION ENERGY INC COM	9,627	$656K	0.4%	$42.58	+8.9%	COM	25746U109
VZ	VERIZON COMMUNICATIONS INC COM	12,493	$628K	0.3%	$27.73	+16.1%	COM	92343V104
ACN	ACCENTURE PLC IRELAND SHS CLASS A	3,789	$619K	0.3%	$84.61	+64.6%	SHS CLASS A	G1151C101
T	AT&T INC COM	19,241	$617K	0.3%	$13.43	+8.2%	COM	00206R102
PSA	PUBLIC STORAGE COM	2,621	$594K	0.3%	$131.73	+15.4%	COM	74460D109
O	REALTY INCOME CORP COM	10,495	$564K	0.3%	$23.58	+49.1%	COM	756109104
RYN	RAYONIER INC COM	13,655	$528K	0.3%	$41.94	—	COM	754907103
BTI	BRITISH AMERN TOB PLC SPONSORED ADR	10,379	$523K	0.3%	$67.45	—	SPONSORED ADR	110448107
DIS	DISNEY WALT CO COM DISNEY	4,943	$518K	0.3%	$86.62	+12.2%	COM DISNEY	254687106
TXT	TEXTRON INC COM	7,736	$509K	0.3%	$34.05	+87.6%	COM	883203101
ES	EVERSOURCE ENERGY COM	8,061	$472K	0.3%	$36.47	+20.9%	COM	30040W108
DUK	DUKE ENERGY CORP NEW COM NEW	5,944	$470K	0.3%	$44.72	+26.2%	COM NEW	26441C204
MUB	ISHARES NATIONAL MUNI BOND ETF	4,200	$457K	0.2%	$113.26	—	NATIONAL MUN ETF	464288414
YUM	YUM BRANDS INC COM	5,846	$457K	0.2%	$41.06	+76.7%	COM	988498101
AXP	AMERICAN EXPRESS CO COM	4,647	$455K	0.2%	$70.48	+25.7%	COM	025816109
DHI	D R HORTON INC COM	10,976	$450K	0.2%	$21.80	+82.0%	COM	23331A109
EMR	EMERSON ELEC CO COM	6,440	$445K	0.2%	$47.53	+23.4%	COM	291011104
STT	STATE STR CORP COM	4,790	$445K	0.2%	$57.54	+35.3%	COM	857477103
SPGI	S&P GLOBAL INC COM	2,185	$445K	0.2%	$118.17	+56.4%	COM	78409V104
PSX	PHILLIPS 66 COM	3,618	$406K	0.2%	$45.95	+81.0%	COM	718546104
—	WALGREENS BOOTS ALLIANCE INC COM	6,739	$404K	0.2%	$84.11	—	COM	931427108
DIA	SPDR DOW JONES INDUSTRIAL AVERAGE ETF	1,650	$400K	0.2%	$172.46	—	UT SER 1	78467X109
—	DUNKIN BRANDS GROUP INC COM	5,610	$387K	0.2%	$52.18	—	COM	265504100
GS	GOLDMAN SACHS GROUP INC COM	1,759	$387K	0.2%	$187.84	+6.8%	COM	38141G104
HON	HONEYWELL INTL INC COM	2,537	$365K	0.2%	$85.95	+32.1%	COM	438516106
NFLX	NETFLIX INC COM	890	$348K	0.2%	$27.31	+24.8%	COM	64110L106
ORCL	ORACLE CORP COM	7,778	$342K	0.2%	$32.60	+26.3%	COM	68389X105
AEP	AMERICAN ELEC PWR INC COM	4,895	$338K	0.2%	$45.09	+14.2%	COM	025537101
ILMN	ILLUMINA INC COM	1,186	$331K	0.2%	$189.19	+34.5%	COM	452327109
NVS	NOVARTIS A G SPONSORED ADR	4,377	$330K	0.2%	$84.43	—	SPONSORED ADR	66987V109
ARE	ALEXANDRIA REAL ESTATE EQ INC COM	2,600	$328K	0.2%	$41.68	+125.9%	COM	015271109
WELL	WELLTOWER INC COM	5,170	$324K	0.2%	$44.61	-3.3%	COM	95040Q104
SLB	SCHLUMBERGER LTD COM	4,832	$323K	0.2%	$64.65	-14.8%	COM	806857108
IXJ	ISHARES GLOBAL HEALTHCARE ETF	5,380	$303K	0.2%	$76.87	—	GLOB HLTHCRE ETF	464287325
—	EXPRESS SCRIPTS HLDG CO COM	3,878	$299K	0.2%	$74.72	—	COM	30219G108
—	CONNECTICUT WTR SVC INC COM	4,440	$290K	0.2%	$55.86	—	COM	207797101
—	HARRIS CORP DEL COM	1,957	$282K	0.2%	$102.64	—	COM	413875105
—	DOWDUPONT INC COM	4,192	$276K	0.1%	$71.33	—	COM	26078J100
SLV	ISHARES SILVER TRUST	18,030	$273K	0.1%	$18.71	—	ISHARES	46428Q109
LOW	LOWES COS INC COM	2,737	$261K	0.1%	$71.90	+9.4%	COM	548661107
WFC	WELLS FARGO CO NEW COM	4,617	$255K	0.1%	$32.93	+31.6%	COM	949746101
XLE	ENERGY SELECT SECTOR SPDR FUND	3,289	$249K	0.1%	$83.73	—	ENERGY	81369Y506
NSC	NORFOLK SOUTHERN CORP COM	1,609	$242K	0.1%	$125.28	0.0%	COM	655844108
CGNX	COGNEX CORP COM	5,170	$230K	0.1%	$55.17	-19.8%	COM	192422103
BAX	BAXTER INTL INC COM	3,116	$230K	0.1%	$49.09	+25.3%	COM	071813109
—	VECTOR GROUP LTD COM	11,638	$222K	0.1%	$21.92	—	COM	92240M108
MMM	3M CO COM	1,100	$216K	0.1%	$113.65	+14.5%	COM	88579Y101
YUMC	YUM CHINA HLDGS INC COM	5,550	$213K	0.1%	$36.09	+9.8%	COM	98850P109
GILD	GILEAD SCIENCES INC COM	2,938	$208K	0.1%	$73.52	-28.3%	COM	375558103
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS CL A	2,605	$205K	0.1%	$70.61	-0.3%	CL A	192446102
IVV	ISHARES CORE S&P 500 ETF	745	$203K	0.1%	$272.48	—	CORE S&P500 ETF	464287200
—	CONFORMIS INC COM	125,982	$157K	0.1%	$7.02	—	COM	20717E101