| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $10.0K | 91,713 | 0.7% |
| Agilent Tech Inc(A) | Stock | 00846U101 | $11.0K | 165 | 0.8% |
| Ishares Msci Eafe ETF(EFA) | ETF | 464287465 | $11.2K | 179,714 | 0.8% |
| Vanguard Total Stock Market Index Fund(VTI) | ETF | 922908769 | $11.7K | 84,097 | 0.8% |
| Ishares Russell 2000 ETF(IWM) | ETF | 464287655 | $11.8K | 78,986 | 0.8% |
| Vanguard Total International Stock ETF(VXUS) | ETF | 921909768 | $11.9K | 241,131 | 0.9% |
| Microsoft(MSFT) | Stock | 594918104 | $13.0K | 121,457 | 0.9% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $15.3K | 74,659 | 1.1% |
| Ishares S&P 500 Index(IVV) | ETF | 464287200 | $16.4K | 60,035 | 1.2% |
| Apple Inc(AAPL) | Stock | 037833100 | $22.8K | 104,375 | 1.6% |
| Cadence Design System Inc COM(CDNS) | Stock | 127387108 | $24.0K | 532 | 1.7% |
| Ishares S&P Smallcap 600 ETF(IJR) | ETF | 464287804 | $30.9K | 395,559 | 2.2% |
| Ciena Corp COM New(CIEN) | Stock | 171779309 | $31.0K | 985 | 2.2% |
| Vanguard Short Term Corp Bond FD ETF(VCSH) | ETF | 92206C409 | $35.0K | 449,079 | 2.5% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $35.6K | 940,585 | 2.5% |
| Consolidated Edison Inc COM(ED) | Stock | 209115104 | $53.0K | 700 | 3.8% |
| Cognizant Tech Solutions Corp(CTSH) | Stock | 192446102 | $78.0K | 1,132 | 5.6% |
| AAR Corp COM(AIR) | Stock | 000361105 | $91.0K | 1,919 | 6.5% |
| Ameriprise Financial Inc.(AMP) | Stock | 03076C106 | $115.0K | 905 | 8.2% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $124.5K | 460,396 | 8.9% |
| Axogen Inc COM(AXGN) | Stock | 05463X106 | $245.0K | 6,607 | 17.5% |