UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8

Report for the Calendar Year or Quarter Ended:
03-31-2021
Check here if Amendment: Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Adviser Investments LLC
Address:
85 WELLS AVENUE
SUITE 109
NEWTON, MA 02459
Form 13F File Number:

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Timothy O'Hara
Title:
Chief Compliance Officer & Counsel
Phone:
6173212396


Signature, Place, and Date of Signing:

Timothy O'Hara
                         [Signature]
NEWTON, MASSACHUSETTS
                 [City, State]
05-05-2021
                           [Date]
                          

Report Type (Check only one.):

13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
238
Form 13F Information table Value Total:
1239293
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
SPDR DOW JONES INDL AVERAGEUT SER 178467X109242734SHSOLE 0 0 734
ISHARES INCMSCI EURZONE ETF4642866086,420138,274SHSOLE 0 0 138,274
ISHARES TRCORE S&P MCP ETF4642875077,29228,016SHSOLE 0 0 28,016
ISHARES TRCORE S&P SCP ETF4642878047,19566,292SHSOLE 0 0 66,292
ISHARES TRCORE S&P500 ETF46428720084,417212,199SHSOLE 0 0 212,199
ISHARES TRRUS 1000 ETF4642876221,9508,713SHSOLE 0 0 8,713
ISHARES TRRUS 1000 VAL ETF4642875984733,124SHSOLE 0 0 3,124
ISHARES TRRUS 1000 GRW ETF4642876141,1914,899SHSOLE 0 0 4,899
ISHARES TRRUSSELL 2000 ETF4642876553031,372SHSOLE 0 0 1,372
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107439921SHSOLE 0 0 921
SPDR S&P 500 ETF TRTR UNIT78462F10325,37464,022SHSOLE 0 0 64,022
ADOBE SYSTEMS INCORPORATEDCOM00724F1018431,774SHSOLE 0 0 1,774
AMAZON COM INCCOM0231351066,9832,257SHSOLE 0 0 2,257
BRISTOL-MYERS SQUIBB COCOM1101221081,15618,316SHSOLE 0 0 18,316
BERKSHIRE HATHAWAY INC DELCL B NEW0846707025,80822,733SHSOLE 0 0 22,733
BOEING COCOM0970231054291,684SHSOLE 0 0 1,684
EVERSOURCE ENERGYCOM30040W1082432,807SHSOLE 0 0 2,807
INVESCO QQQ TRUNIT SER 146090E1012,0406,393SHSOLE 0 0 6,393
AMGEN INCCOM0311621007,03328,267SHSOLE 0 0 28,267
ABBOTT LABSCOM0028241005844,874SHSOLE 0 0 4,874
FEDEX CORPCOM31428X1064021,415SHSOLE 0 0 1,415
HORMEL FOODS CORPCOM44045210056211,768SHSOLE 0 0 11,768
INTEL CORPCOM45814010011,438178,719SHSOLE 0 0 178,719
ILLINOIS TOOL WKS INCCOM4523081092261,022SHSOLE 0 0 1,022
ORACLE CORPCOM68389X1053615,142SHSOLE 0 0 5,142
QUALCOMM INCCOM7475251033872,921SHSOLE 0 0 2,921
DISNEY WALT COCOM2546871061,4557,883SHSOLE 0 0 7,883
HONEYWELL INTL INCCOM4385161064,06518,729SHSOLE 0 0 18,729
JOHNSON & JOHNSONCOM47816010411,56270,352SHSOLE 0 0 70,352
MEDTRONIC PLCSHSG5960L1038,41671,244SHSOLE 0 0 71,244
PFIZER INCCOM71708110390324,913SHSOLE 0 0 24,913
EXELON CORPCOM30161N1012605,949SHSOLE 0 0 5,949
LOWES COS INCCOM5486611071,3086,878SHSOLE 0 0 6,878
ISHARES TRMSCI EAFE ETF46428746580510,608SHSOLE 0 0 10,608
CHEVRON CORP NEWCOM1667641009439,002SHSOLE 0 0 9,002
MICROSOFT CORPCOM59491810426,416112,040SHSOLE 0 0 112,040
UNITED PARCEL SERVICE INCCL B91131210612,47573,388SHSOLE 0 0 73,388
AT&T INCCOM00206R10266521,984SHSOLE 0 0 21,984
CISCO SYS INCCOM17275R1029,970192,811SHSOLE 0 0 192,811
INTERNATIONAL BUSINESS MACHSCOM4592001016905,179SHSOLE 0 0 5,179
COCA COLA COCOM1912161003666,946SHSOLE 0 0 6,946
LOCKHEED MARTIN CORPCOM5398301094,56112,344SHSOLE 0 0 12,344
PEPSICO INCCOM7134481088,66161,231SHSOLE 0 0 61,231
STRYKER CORPORATIONCOM8636671013561,463SHSOLE 0 0 1,463
VERIZON COMMUNICATIONS INCCOM92343V1047,885135,595SHSOLE 0 0 135,595
ISHARES TRRUS MID CAP ETF4642874993,77251,023SHSOLE 0 0 51,023
ISHARES TRU.S. TECH ETF46428772196911,046SHSOLE 0 0 11,046
SELECT SECTOR SPDR TRSBI INT-FINL81369Y6052748,039SHSOLE 0 0 8,039
SELECT SECTOR SPDR TRTECHNOLOGY81369Y8033492,631SHSOLE 0 0 2,631
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2097336,275SHSOLE 0 0 6,275
ISHARES TRNASDAQ BIOTECH4642875562,36115,679SHSOLE 0 0 15,679
SPDR SER TRNYSE TECH ETF78464A1029,34064,549SHSOLE 0 0 64,549
ISHARES INCMSCI STH KOR ETF4642867722242,500SHSOLE 0 0 2,500
VANGUARD SPECIALIZED FUNDSDIV APP ETF92190884468,431465,262SHSOLE 0 0 465,262
DEERE & COCOM2441991055071,354SHSOLE 0 0 1,354
BK OF AMERICA CORPCOM06050510411,355293,496SHSOLE 0 0 293,496
STARBUCKS CORPCOM8552441099328,527SHSOLE 0 0 8,527
ANALOG DEVICES INCCOM0326541051,2948,344SHSOLE 0 0 8,344
AUTOMATIC DATA PROCESSING INCOM0530151033,31917,609SHSOLE 0 0 17,609
EXXON MOBIL CORPCOM30231G1021,25522,480SHSOLE 0 0 22,480
WALMART INCCOM9311421034423,256SHSOLE 0 0 3,256
APPLIED MATLS INCCOM0382221051,0848,115SHSOLE 0 0 8,115
ANTHEM INCCOM0367521039,72927,103SHSOLE 0 0 27,103
UNION PAC CORPCOM9078181086,44629,247SHSOLE 0 0 29,247
TEXAS INSTRS INCCOM8825081049034,776SHSOLE 0 0 4,776
BAXTER INTL INCCOM0718131092823,342SHSOLE 0 0 3,342
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391003663,094SHSOLE 0 0 3,094
COSTCO WHSL CORP NEWCOM22160K1056,32017,931SHSOLE 0 0 17,931
LILLY ELI & COCOM5324571082061,101SHSOLE 0 0 1,101
DIAGEO PLCSPON ADR NEW25243Q2055,12731,219SHSOLE 0 0 31,219
DANAHER CORPORATIONCOM2358511021,2215,424SHSOLE 0 0 5,424
MERCK & CO. INCCOM58933Y1057,46696,852SHSOLE 0 0 96,852
MICRON TECHNOLOGY INCCOM5951121034755,382SHSOLE 0 0 5,382
PROCTER AND GAMBLE COCOM7427181092,74720,286SHSOLE 0 0 20,286
GENERAL ELECTRIC COCOM36960410345334,512SHSOLE 0 0 34,512
KIMBERLY-CLARK CORPCOM4943681034773,427SHSOLE 0 0 3,427
GILEAD SCIENCES INCCOM3755581032123,281SHSOLE 0 0 3,281
HOME DEPOT INCCOM43707610212,50140,953SHSOLE 0 0 40,953
MCDONALDS CORPCOM5801351016,42628,671SHSOLE 0 0 28,671
NIKE INCCL B6541061036,41048,236SHSOLE 0 0 48,236
JPMORGAN CHASE & COCOM46625H10012,83284,295SHSOLE 0 0 84,295
TJX COS INC NEWCOM87254010992814,030SHSOLE 0 0 14,030
WELLS FARGO CO NEWCOM9497461013057,797SHSOLE 0 0 7,797
ISHARES TRBARCLAYS 7 10 YR4642874402662,352SHSOLE 0 0 2,352
ISHARES TRIBOXX INV CP ETF4642872423,18924,524SHSOLE 0 0 24,524
XCEL ENERGY INCCOM98389B1003214,830SHSOLE 0 0 4,830
UNITEDHEALTH GROUP INCCOM91324P1025171,389SHSOLE 0 0 1,389
SOUTHWEST AIRLS COCOM8447411082143,500SHSOLE 0 0 3,500
ACCENTURE PLC IRELANDSHS CLASS AG1151C1018,26629,921SHSOLE 0 0 29,921
AMERICAN TOWER CORP NEWCOM03027X1007,58431,724SHSOLE 0 0 31,724
RAYTHEON TECHNOLOGIES CORPCOM75513E1016,27081,141SHSOLE 0 0 81,141
MARRIOTT INTL INC NEWCL A5719032022,86619,352SHSOLE 0 0 19,352
3M COCOM88579Y1014532,352SHSOLE 0 0 2,352
NEW YORK TIMES COCL A6501111072595,110SHSOLE 0 0 5,110
COMCAST CORP NEWCL A20030N1019,998184,778SHSOLE 0 0 184,778
VANGUARD INDEX FDSTOTAL STK MKT9229087691,4116,824SHSOLE 0 0 6,824
HOST HOTELS & RESORTS INCCOM44107P10444126,158SHSOLE 0 0 26,158
NEXTERA ENERGY INCCOM65339F1018,363110,605SHSOLE 0 0 110,605
DUKE ENERGY CORP NEWCOM NEW26441C2042562,656SHSOLE 0 0 2,656
APPLE INCCOM03783310031,437257,362SHSOLE 0 0 257,362
ALLSTATE CORPCOM0200021012642,299SHSOLE 0 0 2,299
CATERPILLAR INCCOM1491231018043,470SHSOLE 0 0 3,470
VANGUARD INDEX FDSEXTEND MKT ETF9229086522521,422SHSOLE 0 0 1,422
ROSS STORES INCCOM7782961036665,554SHSOLE 0 0 5,554
ECOLAB INCCOM2788651002781,300SHSOLE 0 0 1,300
ISHARES TRNA TEC MULTM ETF4642875315,85387,014SHSOLE 0 0 87,014
ISHARES TREXPANDED TECH464287515239700SHSOLE 0 0 700
ISHARES TRS&P 100 ETF4642871013221,793SHSOLE 0 0 1,793
AMERICAN EXPRESS COCOM0258161091,56111,039SHSOLE 0 0 11,039
SABINE ROYALTY TRUNIT BEN INT78568810231010,209SHSOLE 0 0 10,209
KLA CORPCOM NEW4824801006,47019,583SHSOLE 0 0 19,583
SOUTHERN COCOM8425871071,09217,574SHSOLE 0 0 17,574
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428582294,398SHSOLE 0 0 4,398
BERKSHIRE HATHAWAY INC DELCL A0846701082,7007SHSOLE 0 0 7
CIGNA CORP NEWCOM1255231004031,668SHSOLE 0 0 1,668
NETFLIX INCCOM64110L106461884SHSOLE 0 0 884
CME GROUP INCCOM12572Q1052841,389SHSOLE 0 0 1,389
ISHARES TRCORE US AGGBD ET4642872262982,615SHSOLE 0 0 2,615
ISHARES TRSELECT DIVID ETF4642871684203,677SHSOLE 0 0 3,677
WD-40 COCOM9292361074201,371SHSOLE 0 0 1,371
CONSOLIDATED EDISON INCCOM20911510479010,564SHSOLE 0 0 10,564
AMERICAN ELEC PWR CO INCCOM0255371012162,554SHSOLE 0 0 2,554
EATON CORP PLCSHSG291831038,73263,148SHSOLE 0 0 63,148
ISHARES TRMORNINGSTAR GRWT4642871191,6075,571SHSOLE 0 0 5,571
FIRST INDL RLTY TR INCCOM32054K1032204,803SHSOLE 0 0 4,803
HUMANA INCCOM4448591021,0922,605SHSOLE 0 0 2,605
NOVO-NORDISK A SADR67010020574711,082SHSOLE 0 0 11,082
ENTERPRISE PRODS PARTNERS LCOM29379210728012,721SHSOLE 0 0 12,721
AMPHENOL CORP NEWCL A0320951013505,298SHSOLE 0 0 5,298
BALL CORPCOM0584981062122,500SHSOLE 0 0 2,500
ALPHABET INCCAP STK CL A02079K3053,2871,594SHSOLE 0 0 1,594
SPDR GOLD TRGOLD SHS78463V1077114,446SHSOLE 0 0 4,446
VANGUARD INDEX FDSVALUE ETF9229087443182,421SHSOLE 0 0 2,421
VANGUARD WORLD FDSHEALTH CAR ETF92204A5042,59411,340SHSOLE 0 0 11,340
VANGUARD INDEX FDSMID CAP ETF9229086293721,680SHSOLE 0 0 1,680
BLACKROCK INCCOM09247X1019,70712,875SHSOLE 0 0 12,875
VANGUARD INDEX FDSSMALL CP ETF9229087513301,540SHSOLE 0 0 1,540
VANGUARD INDEX FDSGROWTH ETF92290873617,73268,985SHSOLE 0 0 68,985
CHARLES RIV LABS INTL INCCOM1598641074121,422SHSOLE 0 0 1,422
AMERIPRISE FINL INCCOM03076C1063171,362SHSOLE 0 0 1,362
MFS MUN INCOME TRSH BEN INT55273810626839,246SHSOLE 0 0 39,246
ABIOMED INCCOM0036541006041,895SHSOLE 0 0 1,895
VANGUARD INDEX FDSSML CP GRW ETF92290859518,19566,249SHSOLE 0 0 66,249
INTERCONTINENTAL EXCHANGE INCOM45866F1049158,193SHSOLE 0 0 8,193
PACCAR INCCOM6937181083183,427SHSOLE 0 0 3,427
ASML HOLDING N VN Y REGISTRY SHSN070592108851,433SHSOLE 0 0 1,433
SPDR SER TRS&P DIVID ETF78464A7632862,422SHSOLE 0 0 2,422
THERMO FISHER SCIENTIFIC INCCOM8835561021,6343,581SHSOLE 0 0 3,581
ISHARES TREAFE GRWTH ETF46428888546,890466,752SHSOLE 0 0 466,752
SALESFORCE COM INCCOM79466L3024972,346SHSOLE 0 0 2,346
ROYAL BK CDACOM7800871022773,000SHSOLE 0 0 3,000
INVESCO DB COMMDY INDX TRCKUNIT46138B10388553,280SHSOLE 0 0 53,280
VANGUARD WORLD FDSINF TECH ETF92204A7021,1793,290SHSOLE 0 0 3,290
SPDR SER TRNUVEEN BLMBRG SR78468R73970714,264SHSOLE 0 0 14,264
MASTERCARD INCORPORATEDCL A57636Q1049162,573SHSOLE 0 0 2,573
EQUINIX INCCOM29444U7003,6155,320SHSOLE 0 0 5,320
WISDOMTREE TRUS LARGECAP DIVD97717W3075294,609SHSOLE 0 0 4,609
VANGUARD INDEX FDSLARGE CAP ETF9229086376903,724SHSOLE 0 0 3,724
ISHARES TRUS HLTHCR PR ETF4642888285,71422,697SHSOLE 0 0 22,697
STIFEL FINL CORPCOM8606301022503,896SHSOLE 0 0 3,896
COSTAR GROUP INCCOM22160N109376457SHSOLE 0 0 457
VANGUARD INDEX FDSMCAP GR IDXVIP92290853819,30589,963SHSOLE 0 0 89,963
SPDR SER TRS&P BK ETF78464A7976,824131,540SHSOLE 0 0 131,540
VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427752263,722SHSOLE 0 0 3,722
FIRST TR EXCHANGE-TRADED FDNY ARCA BIOTECH33733E2039,07856,560SHSOLE 0 0 56,560
ISHARES TRSHORT TREAS BD4642886797877,123SHSOLE 0 0 7,123
ISHARES TRIBOXX HI YD ETF46428851325,044287,268SHSOLE 0 0 287,268
VANGUARD BD INDEX FDSSHORT TRM BOND9219378272,93535,705SHSOLE 0 0 35,705
VANGUARD BD INDEX FDSINTERMED TERM92193781919,854223,762SHSOLE 0 0 223,762
VANGUARD BD INDEX FDSTOTAL BND MRKT92193783535,730421,748SHSOLE 0 0 421,748
BLACKSTONE GROUP INCCOM09260D1073664,911SHSOLE 0 0 4,911
VANGUARD WHITEHALL FDSHIGH DIV YLD9219464068328,233SHSOLE 0 0 8,233
VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF92194385878015,874SHSOLE 0 0 15,874
ISHARES TRNATIONAL MUN ETF4642884142,21119,052SHSOLE 0 0 19,052
SPDR SER TRNUVEEN BRC MUNIC78468R72171613,858SHSOLE 0 0 13,858
ISHARES TRMORTGE REL ETF46435G34284023,828SHSOLE 0 0 23,828
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF9220427184,20632,764SHSOLE 0 0 32,764
ISHARES TREAFE SML CP ETF46428827310,711149,102SHSOLE 0 0 149,102
VISA INCCOM CL A92826C83912,44658,783SHSOLE 0 0 58,783
PHILIP MORRIS INTL INCCOM7181721093714,182SHSOLE 0 0 4,182
VANGUARD WORLD FDMEGA CAP INDEX9219108737745,518SHSOLE 0 0 5,518
SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8892767,794SHSOLE 0 0 7,794
INVESCO EXCH TRADED FD TR IIFNDMNTL HY CRP46138E71917,327895,441SHSOLE 0 0 895,441
ATHERSYS INC NEWCOM04744L1062111,620SHSOLE 0 0 11,620
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703,59738,660SHSOLE 0 0 38,660
INUVO INCCOM NEW46122W2041212,000SHSOLE 0 0 12,000
SCHWAB STRATEGIC TRINTL EQTY ETF8085248053,62996,454SHSOLE 0 0 96,454
PIMCO ETF TRINTER MUN BD ACT72201R8662,07136,855SHSOLE 0 0 36,855
TESLA INCCOM88160R101299448SHSOLE 0 0 448
VANGUARD ADMIRAL FDS INCMIDCP 400 GRTH9219328694,84224,908SHSOLE 0 0 24,908
VANGUARD ADMIRAL FDS INCMIDCP 400 IDX9219328859005,103SHSOLE 0 0 5,103
VANGUARD ADMIRAL FDS INCSMLCP 600 GRTH92193279418,27982,698SHSOLE 0 0 82,698
VANGUARD INDEX FDSS&P 500 ETF SHS9229083636381,752SHSOLE 0 0 1,752
VANGUARD ADMIRAL FDS INC500 GRTH IDX F921932505220938SHSOLE 0 0 938
ABERDEEN STD PRECIOUS METALSPHYSCL PM BASKET0032631008138,775SHSOLE 0 0 8,775
GENERAL MTRS COCOM37045V1002444,254SHSOLE 0 0 4,254
SPDR SER TRS&P TRANSN ETF78464A5326,36672,749SHSOLE 0 0 72,749
HCA HEALTHCARE INCCOM40412C1013031,610SHSOLE 0 0 1,610
ISHARES TRMSCI USA MIN VOL46429B6974937,123SHSOLE 0 0 7,123
FACEBOOK INCCL A30303M10210,06734,181SHSOLE 0 0 34,181
VANECK VECTORS ETF TRFALLEN ANGEL HG92189F43718,223570,711SHSOLE 0 0 570,711
SERVICENOW INCCOM81762P1022,1764,352SHSOLE 0 0 4,352
PALO ALTO NETWORKS INCCOM6974351055,64017,512SHSOLE 0 0 17,512
WORKDAY INCCL A98138H1014,46217,960SHSOLE 0 0 17,960
ISHARES TRCORE MSCI EAFE46432F8421,35618,827SHSOLE 0 0 18,827
VANGUARD MALVERN FDSSTRM INFPROIDX92202080579415,396SHSOLE 0 0 15,396
ABBVIE INCCOM00287Y1098,62079,654SHSOLE 0 0 79,654
FIRST TR EXCHANGE-TRADED FDFIRST TR TA HIYL33738D40817,210353,755SHSOLE 0 0 353,755
FIDELITY COVINGTON TRUSTMSCI HLTH CARE I31609260039,701673,351SHSOLE 0 0 673,351
FIDELITY COVINGTON TRUSTMSCI COMMNTN SVC3160928736,003121,709SHSOLE 0 0 121,709
FIDELITY COVINGTON TRUSTMSCI INFO TECH I31609280810,641100,520SHSOLE 0 0 100,520
ALPHABET INCCAP STK CL C02079K1072,6901,301SHSOLE 0 0 1,301
ISHARES TRCORE DIV GRWTH46434V62149310,209SHSOLE 0 0 10,209
FIDELITY COVINGTON TRUSTTOTAL BD ETF31618830940,832779,094SHSOLE 0 0 779,094
FIDELITY COVINGTON TRUSTCORP BOND ETF31618810122,430413,842SHSOLE 0 0 413,842
BLACK STONE MINERALS L PCOM UNIT09225M1011,364156,447SHSOLE 0 0 156,447
PAYPAL HLDGS INCCOM70450Y1031,6146,647SHSOLE 0 0 6,647
VANGUARD MUN BD FDSTAX EXEMPT BD92290774662,2171,138,673SHSOLE 0 0 1,138,673
PURE STORAGE INCCL A74624M1021,37263,674SHSOLE 0 0 63,674
CHARTER COMMUNICATIONS INC NCL A16119P108209338SHSOLE 0 0 338
CITIUS PHARMACEUTICALS INCCOM NEW17322U2071810,000SHSOLE 0 0 10,000
FIDELITY COVINGTON TRUSTQLTY FCTOR ETF3160927901,45332,030SHSOLE 0 0 32,030
OKTA INCCL A6792951056,00627,249SHSOLE 0 0 27,249
DBX ETF TRXTRACK USD HIGH23305143217,338346,823SHSOLE 0 0 346,823
NUSHARES ETF TRNUVEEN ESG MIDCP67092P4092,43848,687SHSOLE 0 0 48,687
REDFIN CORPCOM75737F1085718,572SHSOLE 0 0 8,572
ISHARES TRESG AWRE USD ETF46435G1933,433127,415SHSOLE 0 0 127,415
ISHARES TRBROAD USD HIGH46435U8538,816214,038SHSOLE 0 0 214,038
QUANTERIX CORPCOM74766Q1011,98834,000SHSOLE 0 0 34,000
ISHARES TRESG AWARE MSCI46435U6632,36461,343SHSOLE 0 0 61,343
TILRAY INCCOM CL 288688T1001,34759,245SHSOLE 0 0 59,245
NIO INCSPON ADS62914V1062997,680SHSOLE 0 0 7,680
VANGUARD WORLD FDESG US STK ETF9219107337,742104,973SHSOLE 0 0 104,973
LINDE PLCSHSG5494J1034,98617,800SHSOLE 0 0 17,800
PINTEREST INCCL A72352L1062052,771SHSOLE 0 0 2,771
CROWDSTRIKE HLDGS INCCL A22788C1051,88210,313SHSOLE 0 0 10,313
KRANESHARES TRGLOBAL CARBON5007676782669,259SHSOLE 0 0 9,259
ROBLOX CORPCL A7710491035428,358SHSOLE 0 0 8,358