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
Estimated average burden
hours per response: 23.8
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
ABBOTT LABS COM 002824100   7,453,018 68,364 SH   SOLE   66,398 0 1,966
ABBVIE INC COM 00287Y109   846,643 6,284 SH   SOLE   6,284 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,506,595 8,123 SH   SOLE   8,123 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   10,553,871 21,583 SH   SOLE   20,921 0 662
AFLAC INC COM 001055102   548,907 7,864 SH   SOLE   7,864 0 0
ALBEMARLE CORP COM 012653101   4,457,852 19,982 SH   SOLE   19,454 0 528
ALPHABET INC CAP STK CL A 02079K305   19,173,697 160,181 SH   SOLE   156,926 0 3,255
ALPHABET INC CAP STK CL C 02079K107   1,824,353 15,081 SH   SOLE   15,081 0 0
AMAZON COM INC COM 023135106   15,434,861 118,402 SH   SOLE   115,623 0 2,779
AMERICAN TOWER CORP NEW COM 03027X100   2,990,442 15,419 SH   SOLE   15,150 0 269
APPLE INC COM 037833100   30,915,521 159,383 SH   SOLE   155,711 0 3,672
ARISTA NETWORKS INC COM 040413106   526,695 3,250 SH   SOLE   3,250 0 0
ATRECA INC CL A COM 04965G109   12,250 12,500 SH   SOLE   12,500 0 0
AUTODESK INC COM 052769106   6,060,548 29,620 SH   SOLE   28,798 0 822
AUTOMATIC DATA PROCESSING IN COM 053015103   482,439 2,195 SH   SOLE   2,195 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,542,491 4,523 SH   SOLE   4,523 0 0
BLACKROCK INC COM 09247X101   6,896,355 9,978 SH   SOLE   9,717 0 261
BOEING CO COM 097023105   8,063,356 38,186 SH   SOLE   37,140 0 1,046
BOOKING HOLDINGS INC COM 09857L108   11,624,921 4,305 SH   SOLE   4,187 0 118
BRISTOL-MYERS SQUIBB CO COM 110122108   415,099 6,491 SH   SOLE   5,791 0 700
CHENIERE ENERGY INC COM NEW 16411R208   3,541,337 23,243 SH   SOLE   22,487 0 756
CHEVRON CORP NEW COM 166764100   9,665,924 61,429 SH   SOLE   59,498 0 1,931
CISCO SYS INC COM 17275R102   1,239,225 23,951 SH   SOLE   23,359 0 592
CME GROUP INC COM 12572Q105   8,409,618 45,386 SH   SOLE   43,944 0 1,442
COCA COLA CO COM 191216100   379,627 6,304 SH   SOLE   5,504 0 800
CONSTELLATION BRANDS INC CL A 21036P108   3,778,253 15,351 SH   SOLE   15,064 0 287
COSTCO WHSL CORP NEW COM 22160K105   2,185,927 4,060 SH   SOLE   4,060 0 0
CVS HEALTH CORP COM 126650100   5,546,186 80,228 SH   SOLE   77,296 0 2,932
DANAHER CORPORATION COM 235851102   7,360,467 30,669 SH   SOLE   29,705 0 964
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   3,723,153 77,308 SH   SOLE   77,308 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   467,055 10,068 SH   SOLE   10,068 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   387,322 14,266 SH   SOLE   14,266 0 0
DISNEY WALT CO COM 254687106   5,490,727 61,500 SH   SOLE   59,987 0 1,513
DOLLAR GEN CORP NEW COM 256677105   1,431,782 8,433 SH   SOLE   8,433 0 0
DOORDASH INC CL A 25809K105   3,776,371 49,416 SH   SOLE   49,416 0 0
ECOLAB INC COM 278865100   7,510,940 40,232 SH   SOLE   39,390 0 842
ENPHASE ENERGY INC COM 29355A107   4,759,112 28,416 SH   SOLE   27,628 0 788
EXPENSIFY INC COM CL A 30219Q106   216,968 27,189 SH   SOLE   27,189 0 0
EXXON MOBIL CORP COM 30231G102   693,370 6,465 SH   SOLE   6,229 0 236
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109   290,927 3,463 SH   SOLE   3,463 0 0
FISERV INC COM 337738108   881,284 6,986 SH   SOLE   6,986 0 0
FIVE9 INC COM 338307101   265,819 3,224 SH   SOLE   3,224 0 0
HERCULES CAPITAL INC COM 427096508   804,350 54,348 SH   SOLE   54,348 0 0
HERSHEY CO COM 427866108   5,872,749 23,519 SH   SOLE   22,843 0 676
HOLOGIC INC COM 436440101   222,263 2,745 SH   SOLE   2,745 0 0
HOME DEPOT INC COM 437076102   2,045,409 6,585 SH   SOLE   6,585 0 0
HONEYWELL INTL INC COM 438516106   7,686,037 37,041 SH   SOLE   36,170 0 871
INTERNATIONAL BUSINESS MACHS COM 459200101   346,033 2,586 SH   SOLE   2,586 0 0
INTUIT COM 461202103   472,394 1,031 SH   SOLE   1,031 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   319,741 866 SH   SOLE   866 0 0
ISHARES GOLD TR ISHARES NEW 464285204   301,709 8,291 SH   SOLE   8,291 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   4,701,619 148,644 SH   SOLE   144,292 0 4,352
ISHARES TR MSCI EAFE ETF 464287465   193,631,746 2,670,783 SH   SOLE   2,624,417 0 46,366
ISHARES TR CORE S&P MCP ETF 464287507   117,887,262 450,846 SH   SOLE   439,336 0 11,510
ISHARES TR RUSSELL 2000 ETF 464287655   116,191,094 620,447 SH   SOLE   605,770 0 14,677
ISHARES TR SHRT NAT MUN ETF 464288158   61,258,793 588,800 SH   SOLE   574,974 0 13,826
ISHARES TR CORE US AGGBD ET 464287226   50,821,298 518,849 SH   SOLE   514,741 0 4,108
ISHARES TR CORE S&P500 ETF 464287200   40,908,447 91,783 SH   SOLE   91,783 0 0
ISHARES TR US TREAS BD ETF 46429B267   24,520,709 1,070,773 SH   SOLE   1,061,442 0 9,331
ISHARES TR ESG AWR MSCI USA 46435G425   16,401,446 168,289 SH   SOLE   168,289 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   13,194,040 333,520 SH   SOLE   331,770 0 1,750
ISHARES TR ESG AWARE MSCI 46435U663   10,188,240 286,831 SH   SOLE   281,980 0 4,851
ISHARES TR BLACKROCK ULTRA 46434V878   10,062,012 200,040 SH   SOLE   200,040 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516   7,888,420 108,164 SH   SOLE   108,164 0 0
ISHARES TR MSCI ACWI EX US 464288240   4,998,340 101,551 SH   SOLE   101,551 0 0
ISHARES TR MSCI ACWI ETF 464288257   4,796,041 49,990 SH   SOLE   49,990 0 0
ISHARES TR NATIONAL MUN ETF 464288414   4,768,696 44,680 SH   SOLE   42,713 0 1,967
ISHARES TR GL CLEAN ENE ETF 464288224   3,162,966 171,900 SH   SOLE   167,955 0 3,945
ISHARES TR RUSSELL 3000 ETF 464287689   3,072,994 12,076 SH   SOLE   12,076 0 0
ISHARES TR RUS 1000 ETF 464287622   2,882,647 11,827 SH   SOLE   11,827 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   1,667,560 6,872 SH   SOLE   6,709 0 163
ISHARES TR MSCI AC ASIA ETF 464288182   1,631,036 24,549 SH   SOLE   24,135 0 414
ISHARES TR 20 YR TR BD ETF 464287432   1,535,453 14,916 SH   SOLE   13,773 0 1,143
ISHARES TR MSCI INTL VLU FT 46435G409   1,136,905 44,672 SH   SOLE   44,615 0 57
ISHARES TR S&P 100 ETF 464287101   1,086,030 5,245 SH   SOLE   5,245 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   686,574 2,495 SH   SOLE   2,495 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   466,605 2,956 SH   SOLE   2,956 0 0
ISHARES TR JPMORGAN USD EMG 464288281   355,333 4,106 SH   SOLE   4,106 0 0
ISHARES TR MSCI USA ESG SLC 464288802   324,310 3,463 SH   SOLE   3,463 0 0
ISHARES TR CORE S&P US VLU 464287663   212,855 2,720 SH   SOLE   2,720 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   207,595 1,474 SH   SOLE   1,474 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   8,216,041 163,862 SH   SOLE   163,862 0 0
JACOBS SOLUTIONS INC COM 46982L108   242,773 2,042 SH   SOLE   2,042 0 0
JOHNSON & JOHNSON COM 478160104   9,556,009 57,733 SH   SOLE   56,368 0 1,365
JPMORGAN CHASE & CO COM 46625H100   13,564,288 93,264 SH   SOLE   90,841 0 2,423
KEYSIGHT TECHNOLOGIES INC COM 49338L103   4,506,247 26,911 SH   SOLE   26,186 0 725
LINDE PLC SHS G54950103   339,161 890 SH   SOLE   890 0 0
LOWES COS INC COM 548661107   387,076 1,715 SH   SOLE   1,715 0 0
MASTERCARD INCORPORATED CL A 57636Q104   390,289 992 SH   SOLE   992 0 0
MCDONALDS CORP COM 580135101   651,647 2,184 SH   SOLE   2,184 0 0
MERCK & CO INC COM 58933Y105   436,241 3,781 SH   SOLE   3,781 0 0
META PLATFORMS INC CL A 30303M102   8,163,720 28,447 SH   SOLE   27,854 0 593
MICROSOFT CORP COM 594918104   21,941,251 64,431 SH   SOLE   61,982 0 2,449
MONDELEZ INTL INC CL A 609207105   7,434,008 101,919 SH   SOLE   98,091 0 3,828
NIKE INC CL B 654106103   242,214 2,195 SH   SOLE   2,195 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   1,196,220 32,339 SH   SOLE   32,339 0 0
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   414,041 14,297 SH   SOLE   14,297 0 0
NUSHARES ETF TR NUVEEN ESG US 67092P870   236,976 10,779 SH   SOLE   10,779 0 0
NVIDIA CORPORATION COM 67066G104   13,760,956 32,530 SH   SOLE   31,702 0 828
ORACLE CORP COM 68389X105   700,204 5,880 SH   SOLE   5,880 0 0
PARKER-HANNIFIN CORP COM 701094104   8,915,729 22,859 SH   SOLE   22,264 0 595
PEPSICO INC COM 713448108   656,420 3,544 SH   SOLE   3,544 0 0
PFIZER INC COM 717081103   292,413 7,972 SH   SOLE   5,972 0 2,000
PIMCO ETF TR INTER MUN BD ACT 72201R866   1,241,412 23,947 SH   SOLE   20,609 0 3,338
PROCTER AND GAMBLE CO COM 742718109   8,465,926 55,792 SH   SOLE   54,067 0 1,725
PROGRESSIVE CORP COM 743315103   1,037,384 7,837 SH   SOLE   7,837 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   466,877 4,766 SH   SOLE   4,766 0 0
REALTY INCOME CORP COM 756109104   208,189 3,482 SH   SOLE   3,482 0 0
SALESFORCE INC COM 79466L302   8,464,977 40,069 SH   SOLE   38,979 0 1,090
SCHWAB CHARLES CORP COM 808513105   325,797 5,748 SH   SOLE   5,748 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,932,406 55,994 SH   SOLE   55,994 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,290,726 64,256 SH   SOLE   64,256 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   761,018 30,898 SH   SOLE   30,898 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   742,062 21,974 SH   SOLE   21,974 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,973,829 14,871 SH   SOLE   14,871 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,384,746 7,965 SH   SOLE   7,965 0 0
SHOPIFY INC CL A 82509L107   404,202 6,257 SH   SOLE   6,257 0 0
SOUNDHOUND AI INC CLASS A COM 836100107   221,016 48,575 SH   SOLE   48,575 0 0
SPDR GOLD TR GOLD SHS 78463V107   508,248 2,851 SH   SOLE   2,582 0 269
SPDR S&P 500 ETF TR TR UNIT 78462F103   336,222,226 758,487 SH   SOLE   737,119 0 21,368
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   5,693,513 11,888 SH   SOLE   11,739 0 149
SPDR SER TR PORTFOLIO S&P600 78468R853   520,689 13,406 SH   SOLE   13,406 0 0
STARBUCKS CORP COM 855244109   350,202 3,535 SH   SOLE   3,535 0 0
STRYKER CORPORATION COM 863667101   7,993,880 26,202 SH   SOLE   25,525 0 677
SYNOPSYS INC COM 871607107   229,026 526 SH   SOLE   526 0 0
TARGET CORP COM 87612E106   267,098 2,025 SH   SOLE   2,025 0 0
TESLA INC COM 88160R101   6,303,945 24,082 SH   SOLE   23,579 0 503
TEXAS INSTRS INC COM 882508104   257,789 1,432 SH   SOLE   1,432 0 0
TJX COS INC NEW COM 872540109   8,673,547 102,294 SH   SOLE   99,660 0 2,634
TURTLE BEACH CORP COM NEW 900450206   244,207 20,962 SH   SOLE   20,962 0 0
UBER TECHNOLOGIES INC COM 90353T100   529,394 12,263 SH   SOLE   12,263 0 0
UNION PAC CORP COM 907818108   509,043 2,488 SH   SOLE   2,488 0 0
UNITED PARCEL SERVICE INC CL B 911312106   7,372,505 41,130 SH   SOLE   39,883 0 1,247
UNITEDHEALTH GROUP INC COM 91324P102   1,386,797 2,885 SH   SOLE   2,885 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   31,669,265 420,966 SH   SOLE   417,333 0 3,633
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   182,178,395 447,305 SH   SOLE   443,814 0 3,491
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   70,982,472 849,479 SH   SOLE   832,951 0 16,528
VANGUARD INDEX FDS MID CAP ETF 922908629   6,842,132 31,078 SH   SOLE   31,078 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   5,938,458 29,858 SH   SOLE   29,858 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,829,216 21,923 SH   SOLE   21,923 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   2,236,233 7,903 SH   SOLE   7,903 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   1,792,202 7,801 SH   SOLE   7,801 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   748,037 3,690 SH   SOLE   3,690 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   131,072,364 3,222,035 SH   SOLE   3,142,796 0 79,239
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,075,805 19,772 SH   SOLE   19,772 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   73,628,963 1,158,964 SH   SOLE   1,139,271 0 19,693
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   18,550,497 321,332 SH   SOLE   316,271 0 5,061
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,128,208 6,946 SH   SOLE   6,946 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   15,335,830 332,088 SH   SOLE   283,693 0 48,395
VISA INC COM CL A 92826C839   15,256,777 64,244 SH   SOLE   62,538 0 1,706
WASTE MGMT INC DEL COM 94106L109   11,929,139 68,788 SH   SOLE   67,061 0 1,727
WELLS FARGO CO NEW COM 949746101   286,724 6,718 SH   SOLE   6,718 0 0
ZOETIS INC CL A 98978V103   3,934,147 22,845 SH   SOLE   22,230 0 615