Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC COM	63,481	$12.56M	6.5%	$20.60	+126.3%	COM	037833100
AMZN	AMAZON COM INC COM	5,014	$9.494M	4.9%	$41.00	+127.2%	COM	023135106
MSFT	MICROSOFT CORP COM	70,467	$9.439M	4.9%	$44.39	+169.2%	COM	594918104
HYG	ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	71,971	$6.274M	3.2%	$90.81	—	IBOXX HI YD ETF	464288513
MA	MASTERCARD INC CL A	22,933	$6.066M	3.1%	$86.41	+179.3%	CL A	57636Q104
V	VISA INC COM CL A	34,157	$5.927M	3.1%	$70.40	+122.1%	COM CL A	92826C839
META	FACEBOOK INC CL A	30,363	$5.86M	3.0%	$98.54	+84.1%	CL A	30303M102
PFF	ISHARES PREFERRED AND INCOME SECURITIES ETF	137,749	$5.076M	2.6%	$38.03	—	PFD AND INCM SEC	464288687
GOOGL	ALPHABET INC CAP STK CL A	4,294	$4.649M	2.4%	$41.05	+40.0%	CAP STK CL A	02079K305
EEM	ISHARES MSCI EMERGING MARKETS ETF	97,344	$4.177M	2.2%	$40.97	—	MSCI EMG MKT ETF	464287234
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	17,624	$3.756M	1.9%	$127.30	+62.5%	CL B NEW	084670702
IWV	ISHARES RUSSELL 3000 ETF	20,528	$3.538M	1.8%	$115.94	—	RUSSELL 3000 ETF	464287689
GLD	SPDR GOLD SHARES	24,756	$3.297M	1.7%	$122.84	—	GOLD SHS	78463V107
EFA	ISHARES MSCI EAFE ETF	48,758	$3.204M	1.7%	$65.37	—	MSCI EAFE ETF	464287465
UNH	UNITEDHEALTH GROUP INC COM	12,917	$3.152M	1.6%	$192.75	+11.8%	COM	91324P102
JNJ	JOHNSON & JOHNSON COM	19,970	$2.781M	1.4%	$72.83	+57.6%	COM	478160104
MRK	MERCK & CO INC COM	30,072	$2.521M	1.3%	$39.11	+58.9%	COM	58933Y105
BKLN	INVESCO SENIOR LOAN ETF	107,979	$2.446M	1.3%	$22.89	—	SR LN ETF	46138G508
—	RAYTHEON CO COM NEW	13,914	$2.419M	1.2%	$115.24	—	COM NEW	755111507
JPM	JPMORGAN CHASE & CO COM	21,355	$2.387M	1.2%	$53.54	+71.9%	COM	46625H100
SPY	SPDR S&P 500 ETF	7,834	$2.295M	1.2%	$230.66	—	TR UNIT	78462F103
—	BLACKROCK INC COM	4,565	$2.142M	1.1%	$376.93	—	COM	09247X101
BAC	BANK AMER CORP COM	70,762	$2.052M	1.1%	$13.74	+78.2%	COM	060505104
PYPL	PAYPAL HLDGS INC COM	17,864	$2.044M	1.1%	$82.52	+34.0%	COM	70450Y103
NEE	NEXTERA ENERGY INC COM	9,904	$2.028M	1.0%	$18.32	+128.1%	COM	65339F101
XOM	EXXON MOBIL CORP COM	26,418	$2.024M	1.0%	$57.30	-0.7%	COM	30231G102
LMT	LOCKHEED MARTIN CORP COM	5,435	$1.975M	1.0%	$139.44	+100.6%	COM	539830109
PGX	INVESCO PREFERRED ETF	133,382	$1.951M	1.0%	$13.49	—	PFD ETF	46138E511
PFE	PFIZER INC COM	44,413	$1.923M	1.0%	$18.38	+59.0%	COM	717081103
—	BROOKFIELD ASSET MGMT INC CL A LTD VT SH	39,535	$1.888M	1.0%	$43.30	—	CL A LTD VT SH	112585104
SDY	SPDR S&P DIVIDEND ETF	18,245	$1.84M	0.9%	$75.49	—	S&P DIVID ETF	78464A763
EMB	ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF	16,072	$1.82M	0.9%	$110.84	—	JPMORGAN USD EMG	464288281
SYK	STRYKER CORP COM	8,401	$1.727M	0.9%	$92.97	+91.2%	COM	863667101
CVX	CHEVRON CORP NEW COM	13,000	$1.617M	0.8%	$73.11	+23.4%	COM	166764100
EEMA	ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND	24,241	$1.603M	0.8%	$71.16	—	MSCI EM ASIA ETF	464286426
PG	PROCTER AND GAMBLE CO COM	14,554	$1.595M	0.8%	$61.50	+47.2%	COM	742718109
BA	BOEING CO COM	4,262	$1.551M	0.8%	$170.54	+109.5%	COM	097023105
ABT	ABBOTT LABS COM	18,207	$1.531M	0.8%	$31.63	+122.0%	COM	002824100
GOOG	ALPHABET INC CAP STK CL C	1,407	$1.52M	0.8%	$35.96	+59.2%	CAP STK CL C	02079K107
NVDA	NVIDIA CORP COM	9,046	$1.485M	0.8%	$4.48	-8.1%	COM	67066G104
WMT	WALMART INC COM	12,825	$1.417M	0.7%	$21.06	+48.7%	COM	931142103
AMGN	AMGEN INC COM	7,612	$1.402M	0.7%	$102.30	+42.9%	COM	031162100
MCD	MCDONALDS CORP COM	6,656	$1.382M	0.7%	$84.13	+101.8%	COM	580135101
CL	COLGATE PALMOLIVE CO COM	19,259	$1.38M	0.7%	$49.81	+22.1%	COM	194162103
CSCO	CISCO SYS INC COM	25,111	$1.374M	0.7%	$19.19	+135.5%	COM	17275R102
AIA	ISHARES ASIA 50 ETF	22,010	$1.348M	0.7%	$55.29	—	ASIA 50 ETF	464288430
TJX	TJX COS INC NEW COM	25,195	$1.332M	0.7%	$40.96	+18.8%	COM	872540109
TIP	ISHARES TIPS BOND ETF	11,381	$1.314M	0.7%	$112.23	—	TIPS BD ETF	464287176
LLY	LILLY ELI & CO COM	11,619	$1.287M	0.7%	$43.67	+147.3%	COM	532457108
NFLX	NETFLIX INC COM	3,393	$1.246M	0.6%	$32.40	+11.4%	COM	64110L106
HD	HOME DEPOT INC COM	5,822	$1.21M	0.6%	$78.38	+116.3%	COM	437076102
—	UNITED TECHNOLOGIES CORP COM	9,020	$1.174M	0.6%	$113.60	—	COM	913017109
BLNK	BLINK CHARGING CO COM	1,164,219	$1.164M	0.6%	$2.67	+5.5%	COM	09354A100
IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	22,574	$1.161M	0.6%	$47.38	—	CORE MSCI EMKT	46434G103
PEP	PEPSICO INC COM	8,693	$1.139M	0.6%	$61.37	+70.7%	COM	713448108
KO	COCA COLA CO COM	22,289	$1.134M	0.6%	$27.54	+45.0%	COM	191216100
CVS	CVS HEALTH CORP COM	20,134	$1.097M	0.6%	$52.51	-17.0%	COM	126650100
AB	ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN	36,680	$1.09M	0.6%	$25.34	—	UNIT LTD PARTN	01881G106
AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	9,772	$1.088M	0.6%	$108.15	—	CORE US AGGBD ET	464287226
ABBV	ABBVIE INC COM	14,932	$1.085M	0.6%	$35.33	+68.1%	COM	00287Y109
JNK	SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF	9,604	$1.046M	0.5%	$108.91	—	BLOOMBERG BRCLYS	78468R622
ADP	AUTOMATIC DATA PROCESSING INC COM	6,218	$1.028M	0.5%	$54.48	+158.7%	COM	053015103
IEFA	ISHARES CORE MSCI EAFE ETF	16,460	$1.01M	0.5%	$55.14	—	CORE MSCI EAFE	46432F842
BABA	ALIBABA GROUP HLDG LTD SPONSORED ADS	5,723	$969K	0.5%	$160.98	—	SPONSORED ADS	01609W102
ENB	ENBRIDGE INC COM	26,601	$959K	0.5%	$23.23	+1.1%	COM	29250N105
DIS	DISNEY WALT CO COM DISNEY	6,789	$948K	0.5%	$99.09	+29.2%	COM DISNEY	254687106
C	CITIGROUP INC COM NEW	13,334	$933K	0.5%	$42.42	+24.7%	COM NEW	172967424
NOC	NORTHROP GRUMMAN CORP COM	2,768	$894K	0.5%	$195.91	+36.4%	COM	666807102
MCO	MOODYS CORP COM	4,539	$886K	0.5%	$140.47	+27.8%	COM	615369105
SO	SOUTHERN CO COM	15,687	$867K	0.4%	$26.28	+57.4%	COM	842587107
ADBE	ADOBE INC COM	2,936	$865K	0.4%	$264.05	+5.2%	COM	00724F101
PRF	INVESCO FTSE RAFI US 1000 ETF	7,242	$844K	0.4%	$112.54	—	FTSE RAFI 1000	46137V613
QQQ	INVESCO QQQ TRUST	4,371	$816K	0.4%	$171.37	—	UNIT SER 1	46090E103
BXP	BOSTON PROPERTIES INC COM	5,573	$718K	0.4%	$76.33	+27.8%	COM	101121101
D	DOMINION ENERGY INC COM	9,216	$712K	0.4%	$42.58	+33.5%	COM	25746U109
ACN	ACCENTURE PLC IRELAND SHS CLASS A	3,839	$709K	0.4%	$86.90	+88.4%	SHS CLASS A	G1151C101
O	REALTY INCOME CORP COM	9,824	$677K	0.3%	$23.83	+107.6%	COM	756109104
INTC	INTEL CORP COM	13,528	$647K	0.3%	$28.63	+50.5%	COM	458140100
VZ	VERIZON COMMUNICATIONS INC COM	11,128	$635K	0.3%	$28.09	+42.5%	COM	92343V104
IBB	ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND	5,748	$627K	0.3%	$117.64	—	NASDAQ BIOTECH	464287556
MO	ALTRIA GROUP INC COM	13,186	$624K	0.3%	$19.08	+62.1%	COM	02209S103
COP	CONOCOPHILLIPS COM	9,804	$598K	0.3%	$43.72	+12.6%	COM	20825C104
BMY	BRISTOL MYERS SQUIBB CO COM	13,070	$592K	0.3%	$35.36	+2.2%	COM	110122108
PCY	INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF	20,125	$584K	0.3%	$26.39	—	EMRNG MKT SVRG	46138E784
PSA	PUBLIC STORAGE COM	2,368	$563K	0.3%	$131.73	+32.0%	COM	74460D109
—	CONFORMIS INC COM	125,982	$549K	0.3%	$7.02	—	COM	20717E101
WY	WEYERHAEUSER CO COM	20,312	$535K	0.3%	$18.51	+6.4%	COM	962166104
SPGI	S&P GLOBAL INC COM	2,262	$515K	0.3%	$133.16	+55.1%	COM	78409V104
ES	EVERSOURCE ENERGY COM	6,793	$514K	0.3%	$36.47	+58.6%	COM	30040W108
T	AT&T INC COM	14,729	$493K	0.3%	$13.52	+11.5%	COM	00206R102
YUM	YUM BRANDS INC COM	4,443	$491K	0.3%	$41.06	+123.8%	COM	988498101
AXP	AMERICAN EXPRESS CO COM	3,916	$483K	0.2%	$70.48	+52.5%	COM	025816109
MUB	ISHARES NATIONAL MUNI BOND ETF	4,200	$474K	0.2%	$113.26	—	NATIONAL MUN ETF	464288414
DUK	DUKE ENERGY CORP NEW COM NEW	5,172	$456K	0.2%	$44.72	+51.5%	COM NEW	26441C204
TXT	TEXTRON INC COM	8,399	$445K	0.2%	$38.41	+30.9%	COM	883203101
—	DUNKIN BRANDS GROUP INC COM	5,447	$433K	0.2%	$52.18	—	COM	265504100
DIA	SPDR DOW JONES INDUSTRIAL AVERAGE ETF	1,565	$416K	0.2%	$172.46	—	UT SER 1	78467X109
IVV	ISHARES CORE S&P 500 ETF	1,377	$405K	0.2%	$274.83	—	CORE S&P500 ETF	464287200
ILMN	ILLUMINA INC COM	1,060	$390K	0.2%	$197.86	+59.6%	COM	452327109
DHI	D R HORTON INC COM	8,672	$374K	0.2%	$23.03	+79.3%	COM	23331A109
HON	HONEYWELL INTL INC COM	2,138	$373K	0.2%	$85.95	+61.3%	COM	438516106
NVS	NOVARTIS A G SPONSORED ADR	3,891	$355K	0.2%	$84.67	—	SPONSORED ADR	66987V109
WELL	WELLTOWER INC COM	4,359	$355K	0.2%	$44.61	+43.4%	COM	95040Q104
RYN	RAYONIER INC COM	11,434	$346K	0.2%	$41.94	—	COM	754907103
CGNX	COGNEX CORP COM	7,085	$339K	0.2%	$44.91	+0.4%	COM	192422103
PM	PHILIP MORRIS INTL INC COM	4,233	$332K	0.2%	$49.20	+18.4%	COM	718172109
AEP	AMERICAN ELEC PWR CO INC COM	3,716	$327K	0.2%	$45.09	+51.3%	COM	025537101
EMR	EMERSON ELEC CO COM	4,550	$303K	0.2%	$47.53	+20.9%	COM	291011104
ORCL	ORACLE CORP COM	5,199	$296K	0.2%	$32.60	+50.8%	COM	68389X105
MDT	MEDTRONIC PLC SHS	2,998	$291K	0.1%	$74.63	+2.1%	SHS	G5960L103
BSX	BOSTON SCIENTIFIC CORP COM	6,784	$291K	0.1%	$38.21	+0.7%	COM	101137107
—	CONNECTICUT WTR SVC INC COM	3,990	$278K	0.1%	$55.86	—	COM	207797101
PSX	PHILLIPS 66 COM	2,950	$275K	0.1%	$45.95	+49.1%	COM	718546104
ARE	ALEXANDRIA REAL ESTATE EQ INC COM	1,925	$271K	0.1%	$41.68	+169.1%	COM	015271109
STT	STATE STR CORP COM	4,640	$260K	0.1%	$57.54	-13.1%	COM	857477103
IXJ	ISHARES GLOBAL HEALTHCARE ETF	4,210	$259K	0.1%	$76.87	—	GLOB HLTHCRE ETF	464287325
GS	GOLDMAN SACHS GROUP INC COM	1,090	$223K	0.1%	$164.16	+3.0%	COM	38141G104
BAX	BAXTER INTL INC COM	2,716	$222K	0.1%	$49.09	+39.5%	COM	071813109
XLK	TECHNOLOGY SELECT SECTOR SPDR FUND	2,832	$221K	0.1%	$61.94	—	TECHNOLOGY	81369Y803
EPD	ENTERPRISE PRODS PARTNERS L P COM	7,653	$220K	0.1%	$28.75	—	COM	293792107
NSC	NORFOLK SOUTHERN CORP COM	1,075	$214K	0.1%	$125.28	+38.4%	COM	655844108
SBUX	STARBUCKS CORP COM	2,539	$212K	0.1%	$67.93	0.0%	COM	855244109
YUMC	YUM CHINA HLDGS INC COM	4,577	$211K	0.1%	$39.39	+10.2%	COM	98850P109
SRLN	SPDR BLACKSTONE/ GSO SENIOR LOAN ETF	4,522	$209K	0.1%	$44.67	—	BLKSTN GSOSRLN	78467V608
—	WALGREENS BOOTS ALLIANCE INC COM	3,699	$202K	0.1%	$84.11	—	COM	931427108