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25373 29378 AMERIPRISE FINANCIAL INC 2007 5318 ACCENTURE PLC IRELAND 5017 9825 ADOBE INC 883 2983 ALPHABET INC CL A 11037 26122 AMERICAN TOWER CORP 2259 3022 CHUBB LTD 4253 7006 COMCAST CORP NEW CL A 7345 8770 HOME DEPOT INC 6424 11436 HONEYWELL INTL INC 3100 4614 INTERCONTINENTALEXCHANGE GROUP 1878 3211 LOWES COMPANIES INC 7044 18249 MARSH & MCLENNAN COS INC 2965 6631 MEDTRONIC PLC 6323 6261 MICROSOFT CORP 14543 53774 MONDELEZ INTL INC 1977 3404 O REILLY AUTOMOTIVE INC 3670 14251 ROCKWELL AUTOMATION INC NEW 7993 14903 THERMO FISHER SCIENTIFIC INC 2890 6900 TJX COS INC NEW 3341 7505 VISA INC CL A 3736 9373 WALT DISNEY CO 2232 1896 JP MORGAN CHASE & CO 4110 6124 REPUBLIC SERVICES INC 6220 14842 UNITEDHEALTH GROUP INC 7271 16847 AMAZON COM INC 11242 19904 COSTCO WHOLESALE CORP 2814 7921 PROCTER & GAMBLE CO 4284 5862 ABBVIE INC 5381 8058 CISCO SYS INC 2575 2829 PALO ALTO NETWORKS INC 1293 3539 RAYTHEON TECHNOLOGIES CORP 1808 2019 SALESFORCE.COM INC 3431 4737 AIR PROD & CHEM INC 855 821 GILEAD SCIENCE 10827 13610 WALMART INC 9116 10878 ISHARES RUSSELL 2000 ETF AT COST 40486 52787 ISHARES RUSSELL MIDCAP ETF AT COST 62324 92965 ISHARES GLOBAL CLEAN ENERGY AT COST 35170 57406 PIMCO INVESTMENT GRADE CREDIT AT COST 30551 29901 CALVERT INTERNATIONAL RESP AT COST 305052 374565 HARTFORD SCHRODERS EMERGING AT COST 74647 86971 ISHARES TIPS BD ETF AT COST 17951 16446 COHEN & STEERS LOW DUR AT COST 27116 26763 PIMCO ACCESS INCOME FD AT COST 50000 35750 PIMCO TOTAL RETURN AT COST 50421 47864 MSILF TREASURY SECURITIES INST AT COST 68394 68394 PREPAID EXCISE TAX 2905 2822 2822 TIMING DIFFERENCES FROM PRIOR YEARS 1616 INVESTMENT ADVISORY FEES 9191 9191 0 NON DIV DIST 240 240 FOREIGN TAX 966 966 0 REAL ESTATE TAXES 5854 5854 0 EXCISE TAX 83 83 0 NYS FILING FEE 250 250 0