The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   223,254 2,124 SH   SOLE   2,124 0 0
ABBOTT LABS COM 002824100   7,961,736 78,627 SH   SOLE   76,684 0 1,943
ABBVIE INC COM 00287Y109   2,988,984 18,755 SH   SOLE   18,755 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,368,222 8,286 SH   SOLE   8,286 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   8,372,934 21,727 SH   SOLE   21,065 0 662
AFLAC INC COM 001055102   521,193 8,078 SH   SOLE   8,078 0 0
ALBEMARLE CORP COM 012653101   4,376,150 19,798 SH   SOLE   19,248 0 550
ALPHABET INC CAP STK CL A 02079K305   16,572,865 159,769 SH   SOLE   156,475 0 3,294
ALPHABET INC CAP STK CL C 02079K107   1,834,976 17,644 SH   SOLE   17,644 0 0
AMAZON COM INC COM 023135106   12,343,033 119,499 SH   SOLE   116,559 0 2,940
AMERICAN TOWER CORP NEW COM 03027X100   3,163,603 15,482 SH   SOLE   15,192 0 290
APPLE INC COM 037833100   26,661,392 161,682 SH   SOLE   157,939 0 3,743
ARISTA NETWORKS INC COM 040413106   565,688 3,370 SH   SOLE   3,370 0 0
ATRECA INC CL A COM 04965G109   14,250 12,500 SH   SOLE   12,500 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   490,899 2,205 SH   SOLE   2,205 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,470,806 4,763 SH   SOLE   4,763 0 0
BLACKROCK INC COM 09247X101   6,549,448 9,788 SH   SOLE   9,532 0 256
BOEING CO COM 097023105   8,099,531 38,128 SH   SOLE   37,116 0 1,012
BOOKING HOLDINGS INC COM 09857L108   12,092,337 4,559 SH   SOLE   4,434 0 125
BRISTOL-MYERS SQUIBB CO COM 110122108   458,208 6,611 SH   SOLE   5,911 0 700
CHENIERE ENERGY INC COM NEW 16411R208   3,630,451 23,036 SH   SOLE   22,253 0 783
CHEVRON CORP NEW COM 166764100   9,904,336 60,703 SH   SOLE   58,810 0 1,893
CHUBB LIMITED COM H1467J104   7,760,462 39,965 SH   SOLE   38,797 0 1,168
CISCO SYS INC COM 17275R102   1,305,464 24,973 SH   SOLE   24,381 0 592
CME GROUP INC COM 12572Q105   8,606,026 44,935 SH   SOLE   43,475 0 1,460
COCA COLA CO COM 191216100   390,665 6,298 SH   SOLE   5,498 0 800
CONSTELLATION BRANDS INC CL A 21036P108   3,296,953 14,595 SH   SOLE   14,312 0 283
COSTCO WHSL CORP NEW COM 22160K105   2,039,748 4,105 SH   SOLE   4,105 0 0
CVS HEALTH CORP COM 126650100   5,679,085 76,424 SH   SOLE   73,798 0 2,626
DANAHER CORPORATION COM 235851102   7,670,973 30,436 SH   SOLE   29,472 0 964
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   3,434,794 77,308 SH   SOLE   77,308 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   448,026 10,068 SH   SOLE   10,068 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   389,768 15,297 SH   SOLE   15,297 0 0
DISNEY WALT CO COM 254687106   6,008,929 60,011 SH   SOLE   58,500 0 1,511
DOLLAR GEN CORP NEW COM 256677105   1,774,843 8,433 SH   SOLE   8,433 0 0
DOORDASH INC CL A 25809K105   3,140,881 49,416 SH   SOLE   49,416 0 0
ECOLAB INC COM 278865100   6,647,354 40,158 SH   SOLE   39,360 0 798
EXPENSIFY INC COM CL A 30219Q106   221,590 27,189 SH   SOLE   27,189 0 0
EXXON MOBIL CORP COM 30231G102   709,170 6,467 SH   SOLE   6,231 0 236
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109   278,772 3,463 SH   SOLE   3,463 0 0
FISERV INC COM 337738108   789,628 6,986 SH   SOLE   6,986 0 0
FIVE9 INC COM 338307101   233,063 3,224 SH   SOLE   3,224 0 0
HERCULES CAPITAL INC COM 427096508   700,546 54,348 SH   SOLE   54,348 0 0
HERSHEY CO COM 427866108   6,354,156 24,976 SH   SOLE   24,248 0 728
HOLOGIC INC COM 436440101   221,522 2,745 SH   SOLE   2,745 0 0
HOME DEPOT INC COM 437076102   2,013,161 6,822 SH   SOLE   6,822 0 0
HONEYWELL INTL INC COM 438516106   7,030,377 36,785 SH   SOLE   35,914 0 871
INTERNATIONAL BUSINESS MACHS COM 459200101   426,829 3,256 SH   SOLE   3,256 0 0
INTUIT COM 461202103   534,996 1,200 SH   SOLE   1,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   285,771 890 SH   SOLE   890 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   4,283,462 136,069 SH   SOLE   135,651 0 418
ISHARES TR MSCI EAFE ETF 464287465   190,645,596 2,665,626 SH   SOLE   2,618,305 0 47,321
ISHARES TR CORE S&P MCP ETF 464287507   110,248,346 440,711 SH   SOLE   429,538 0 11,173
ISHARES TR CORE S&P US VLU 464287663   109,998,211 1,490,895 SH   SOLE   1,453,415 0 37,480
ISHARES TR RUSSELL 2000 ETF 464287655   106,420,433 596,527 SH   SOLE   582,012 0 14,515
ISHARES TR SHRT NAT MUN ETF 464288158   62,748,097 599,428 SH   SOLE   583,277 0 16,151
ISHARES TR CORE US AGGBD ET 464287226   48,133,486 483,074 SH   SOLE   479,526 0 3,548
ISHARES TR CORE S&P500 ETF 464287200   32,957,558 80,173 SH   SOLE   80,173 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   13,456,046 341,005 SH   SOLE   339,255 0 1,750
ISHARES TR BLACKROCK ULTRA 46434V878   12,721,441 253,163 SH   SOLE   253,163 0 0
ISHARES TR ESG AWR MSCI USA 46435G425   9,670,371 106,914 SH   SOLE   106,914 0 0
ISHARES TR ESG AWARE MSCI 46435U663   9,652,551 283,982 SH   SOLE   279,131 0 4,851
ISHARES TR ESG AW MSCI EAFE 46435G516   7,875,695 109,628 SH   SOLE   109,628 0 0
ISHARES TR MSCI ACWI EX US 464288240   4,952,057 101,539 SH   SOLE   101,539 0 0
ISHARES TR NATIONAL MUN ETF 464288414   4,830,415 44,834 SH   SOLE   42,867 0 1,967
ISHARES TR GL CLEAN ENE ETF 464288224   3,301,268 166,899 SH   SOLE   162,954 0 3,945
ISHARES TR RUSSELL 3000 ETF 464287689   2,860,922 12,153 SH   SOLE   12,153 0 0
ISHARES TR RUS 1000 ETF 464287622   2,480,930 11,015 SH   SOLE   11,015 0 0
ISHARES TR MSCI ACWI ETF 464288257   1,936,785 21,246 SH   SOLE   21,246 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   1,898,731 27,976 SH   SOLE   27,976 0 0
ISHARES TR 20 YR TR BD ETF 464287432   1,727,555 16,241 SH   SOLE   15,591 0 650
ISHARES TR RUS 2000 GRW ETF 464287648   1,558,707 6,872 SH   SOLE   6,709 0 163
ISHARES TR MSCI INTL VLU FT 46435G409   1,077,651 43,471 SH   SOLE   43,414 0 57
ISHARES TR S&P 100 ETF 464287101   1,014,318 5,423 SH   SOLE   5,423 0 0
ISHARES TR ESG AWR US AGRGT 46435U549   676,493 14,076 SH   SOLE   14,076 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   597,876 2,447 SH   SOLE   2,447 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   468,561 3,077 SH   SOLE   3,077 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   426,461 3,112 SH   SOLE   3,112 0 0
ISHARES TR JPMORGAN USD EMG 464288281   411,210 4,766 SH   SOLE   4,766 0 0
ISHARES TR MSCI USA ESG SLC 464288802   303,980 3,463 SH   SOLE   3,463 0 0
ISHARES TR PFD AND INCM SEC 464288687   204,616 6,554 SH   SOLE   2,948 0 3,606
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   10,200,367 202,710 SH   SOLE   202,710 0 0
JACOBS SOLUTIONS INC COM 46982L108   239,955 2,042 SH   SOLE   2,042 0 0
JOHNSON & JOHNSON COM 478160104   8,850,696 57,101 SH   SOLE   55,746 0 1,355
JPMORGAN CHASE & CO COM 46625H100   12,164,379 93,350 SH   SOLE   90,927 0 2,423
KEYSIGHT TECHNOLOGIES INC COM 49338L103   4,182,332 25,900 SH   SOLE   25,224 0 676
LINDE PLC SHS G54950103   315,986 889 SH   SOLE   889 0 0
LOWES COS INC COM 548661107   342,549 1,713 SH   SOLE   1,713 0 0
MASTERCARD INCORPORATED CL A 57636Q104   456,204 1,255 SH   SOLE   1,255 0 0
MCDONALDS CORP COM 580135101   610,034 2,182 SH   SOLE   2,182 0 0
MERCK & CO INC COM 58933Y105   414,664 3,898 SH   SOLE   3,898 0 0
META PLATFORMS INC CL A 30303M102   6,200,093 29,254 SH   SOLE   28,684 0 570
MICROSOFT CORP COM 594918104   18,966,843 65,789 SH   SOLE   63,327 0 2,462
MONDELEZ INTL INC CL A 609207105   7,287,587 104,526 SH   SOLE   100,665 0 3,861
NIKE INC CL B 654106103   318,688 2,599 SH   SOLE   2,599 0 0
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   6,529,686 191,655 SH   SOLE   188,172 0 3,483
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   1,145,124 32,339 SH   SOLE   32,339 0 0
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   402,032 14,297 SH   SOLE   14,297 0 0
NUSHARES ETF TR NUVEEN ESG US 67092P870   251,074 11,234 SH   SOLE   11,234 0 0
NVIDIA CORPORATION COM 67066G104   12,489,445 44,963 SH   SOLE   43,868 0 1,095
ORACLE CORP COM 68389X105   594,560 6,399 SH   SOLE   6,399 0 0
PARKER-HANNIFIN CORP COM 701094104   8,214,696 24,441 SH   SOLE   23,774 0 667
PEPSICO INC COM 713448108   672,869 3,691 SH   SOLE   3,691 0 0
PFIZER INC COM 717081103   332,071 8,139 SH   SOLE   6,139 0 2,000
PIMCO ETF TR INTER MUN BD ACT 72201R866   1,255,860 24,031 SH   SOLE   20,693 0 3,338
PROCTER AND GAMBLE CO COM 742718109   8,278,958 55,679 SH   SOLE   53,938 0 1,741
PROGRESSIVE CORP COM 743315103   1,121,161 7,837 SH   SOLE   7,837 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   483,382 4,936 SH   SOLE   4,936 0 0
REALTY INCOME CORP COM 756109104   220,480 3,482 SH   SOLE   3,482 0 0
SALESFORCE INC COM 79466L302   8,172,201 40,906 SH   SOLE   39,821 0 1,085
SCHWAB CHARLES CORP COM 808513105   356,813 6,812 SH   SOLE   6,812 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,708,430 55,994 SH   SOLE   55,994 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,236,109 64,256 SH   SOLE   64,256 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   757,619 30,898 SH   SOLE   30,898 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   740,744 21,974 SH   SOLE   21,974 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,926,237 14,879 SH   SOLE   14,879 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,223,440 8,102 SH   SOLE   8,102 0 0
SHOPIFY INC CL A 82509L107   291,283 6,076 SH   SOLE   6,076 0 0
SOUNDHOUND AI INC CLASS A COM 836100107   134,067 48,575 SH   SOLE   48,575 0 0
SPDR GOLD TR GOLD SHS 78463V107   533,353 2,911 SH   SOLE   2,582 0 329
SPDR S&P 500 ETF TR TR UNIT 78462F103   260,551,893 636,439 SH   SOLE   618,878 0 17,561
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   5,449,799 11,888 SH   SOLE   11,739 0 149
SPDR SER TR S&P 600 SML CAP 78464A813   506,785 6,031 SH   SOLE   6,031 0 0
STARBUCKS CORP COM 855244109   375,519 3,606 SH   SOLE   3,606 0 0
STRYKER CORPORATION COM 863667101   7,606,144 26,644 SH   SOLE   25,958 0 686
SYNOPSYS INC COM 871607107   203,168 526 SH   SOLE   526 0 0
SYSCO CORP COM 871829107   4,117,615 53,316 SH   SOLE   52,302 0 1,014
TARGET CORP COM 87612E106   335,401 2,025 SH   SOLE   2,025 0 0
TESLA INC COM 88160R101   4,707,060 22,689 SH   SOLE   22,246 0 443
TEXAS INSTRS INC COM 882508104   288,688 1,552 SH   SOLE   1,552 0 0
TJX COS INC NEW COM 872540109   8,127,963 103,726 SH   SOLE   101,053 0 2,673
UBER TECHNOLOGIES INC COM 90353T100   395,172 12,466 SH   SOLE   12,466 0 0
UNION PAC CORP COM 907818108   536,106 2,664 SH   SOLE   2,664 0 0
UNITED PARCEL SERVICE INC CL B 911312106   8,013,960 41,311 SH   SOLE   40,064 0 1,247
UNITEDHEALTH GROUP INC COM 91324P102   1,432,471 3,031 SH   SOLE   3,031 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   29,968,200 390,516 SH   SOLE   386,883 0 3,633
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   135,346,854 359,898 SH   SOLE   357,816 0 2,082
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   68,097,872 820,061 SH   SOLE   803,607 0 16,454
VANGUARD INDEX FDS MID CAP ETF 922908629   6,587,453 31,232 SH   SOLE   31,232 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   5,847,926 30,850 SH   SOLE   30,850 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,501,881 22,057 SH   SOLE   22,057 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   2,297,192 10,615 SH   SOLE   10,615 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   1,956,607 7,844 SH   SOLE   7,844 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   974,918 7,059 SH   SOLE   7,059 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   689,329 3,690 SH   SOLE   3,690 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   96,647,716 2,392,270 SH   SOLE   2,333,300 0 58,970
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,062,308 19,867 SH   SOLE   19,867 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   53,989,477 824,141 SH   SOLE   808,346 0 15,795
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   15,830,636 270,424 SH   SOLE   265,363 0 5,061
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,069,724 6,946 SH   SOLE   6,946 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   15,226,344 337,090 SH   SOLE   288,695 0 48,395
VISA INC COM CL A 92826C839   14,810,724 65,691 SH   SOLE   63,949 0 1,742
WASTE MGMT INC DEL COM 94106L109   11,577,644 70,954 SH   SOLE   69,090 0 1,864
WELLS FARGO CO NEW COM 949746101   251,119 6,718 SH   SOLE   6,718 0 0
ZOETIS INC CL A 98978V103   3,761,677 22,601 SH   SOLE   22,018 0 583