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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 7,818 67,435 SH   SOLE   65,216 0 2,219
ABBVIE INC COM 00287Y109 798 7,086 SH   SOLE   7,086 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,253 7,642 SH   SOLE   7,642 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 744 1,270 SH   SOLE   1,270 0 0
AFFIRM HLDGS INC COM CL A 00827B106 3,463 51,417 SH   SOLE   49,948 0 1,469
AFLAC INC COM 001055102 406 7,572 SH   SOLE   7,572 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 257 1,134 SH   SOLE   1,134 0 0
ALPHABET INC CAP STK CL A 02079K305 17,989 7,367 SH   SOLE   7,201 0 166
ALPHABET INC CAP STK CL C 02079K107 2,764 1,103 SH   SOLE   1,103 0 0
AMAZON COM INC COM 023135106 21,843 6,349 SH   SOLE   6,187 0 162
AMERICAN TOWER CORP NEW COM 03027X100 4,179 15,470 SH   SOLE   14,946 0 524
APPLE INC COM 037833100 26,532 193,724 SH   SOLE   189,432 0 4,292
ARISTA NETWORKS INC COM 040413106 318 877 SH   SOLE   877 0 0
ATRECA INC CL A COM 04965G109 107 12,500 SH   SOLE   12,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 999 3,593 SH   SOLE   3,593 0 0
BK OF AMERICA CORP COM 060505104 249 6,049 SH   SOLE   6,049 0 0
BLACKROCK INC COM 09247X101 8,261 9,442 SH   SOLE   9,137 0 305
BOEING CO COM 097023105 4,815 20,101 SH   SOLE   19,462 0 639
BOOKING HOLDINGS INC COM 09857L108 6,658 3,043 SH   SOLE   2,960 0 83
BRISTOL-MYERS SQUIBB CO COM 110122108 259 3,875 SH   SOLE   3,175 0 700
CATERPILLAR INC COM 149123101 204 939 SH   SOLE   939 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 208 289 SH   SOLE   289 0 0
CHEVRON CORP NEW COM 166764100 6,350 60,625 SH   SOLE   58,677 0 1,948
CHUBB LIMITED COM H1467J104 6,181 38,888 SH   SOLE   37,793 0 1,095
CISCO SYS INC COM 17275R102 1,351 25,485 SH   SOLE   24,893 0 592
CME GROUP INC COM 12572Q105 9,019 42,405 SH   SOLE   40,688 0 1,717
COMCAST CORP NEW CL A 20030N101 283 4,963 SH   SOLE   4,963 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,299 14,104 SH   SOLE   13,772 0 332
COSTCO WHSL CORP NEW COM 22160K105 1,664 4,206 SH   SOLE   4,206 0 0
COUPA SOFTWARE INC COM 22266L106 2,844 10,849 SH   SOLE   10,849 0 0
CVS HEALTH CORP COM 126650100 6,401 76,714 SH   SOLE   73,921 0 2,793
DAILY JOURNAL CORP COM 233912104 208 613 SH   SOLE   613 0 0
DANAHER CORPORATION COM 235851102 8,945 33,330 SH   SOLE   32,261 0 1,069
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3,571 75,778 SH   SOLE   75,778 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 510 18,915 SH   SOLE   18,915 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 451 10,068 SH   SOLE   10,068 0 0
DISNEY WALT CO COM 254687106 9,190 52,286 SH   SOLE   50,801 0 1,485
DOLLAR GEN CORP NEW COM 256677105 1,843 8,517 SH   SOLE   8,517 0 0
ECOLAB INC COM 278865100 7,597 36,883 SH   SOLE   35,872 0 1,011
ETSY INC COM 29786A106 324 1,573 SH   SOLE   1,573 0 0
EXXON MOBIL CORP COM 30231G102 1,444 22,893 SH   SOLE   22,657 0 236
FACEBOOK INC CL A 30303M102 13,513 38,864 SH   SOLE   38,093 0 771
FIDELITY NATL INFORMATION SV COM 31620M106 3,272 23,094 SH   SOLE   22,372 0 722
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 280 1,145 SH   SOLE   1,145 0 0
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 319 3,714 SH   SOLE   3,714 0 0
FISERV INC COM 337738108 773 7,232 SH   SOLE   7,232 0 0
FIVE9 INC COM 338307101 598 3,259 SH   SOLE   3,259 0 0
GENERAL ELECTRIC CO COM 369604103 4,268 317,108 SH   SOLE   305,212 0 11,896
GILEAD SCIENCES INC COM 375558103 2,290 33,253 SH   SOLE   31,687 0 1,566
HERSHEY CO COM 427866108 4,428 25,422 SH   SOLE   24,576 0 846
HOLOGIC INC COM 436440101 234 3,509 SH   SOLE   3,509 0 0
HOME DEPOT INC COM 437076102 1,901 5,962 SH   SOLE   5,962 0 0
HONEYWELL INTL INC COM 438516106 7,648 34,868 SH   SOLE   33,925 0 943
INTEL CORP COM 458140100 8,151 145,186 SH   SOLE   140,569 0 4,617
INTERNATIONAL BUSINESS MACHS COM 459200101 369 2,517 SH   SOLE   2,517 0 0
INTUIT COM 461202103 676 1,379 SH   SOLE   1,379 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 538 1,519 SH   SOLE   1,519 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 2,993 66,281 SH   SOLE   66,281 0 0
ISHARES TR CORE S&P MCP ETF 464287507 85,853 319,477 SH   SOLE   310,319 0 9,158
ISHARES TR CORE S&P500 ETF 464287200 36,956 85,961 SH   SOLE   85,961 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 210 2,892 SH   SOLE   2,892 0 0
ISHARES TR RUS 1000 ETF 464287622 2,530 10,450 SH   SOLE   10,450 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 462 2,912 SH   SOLE   2,912 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 671 2,473 SH   SOLE   2,473 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 109,234 476,233 SH   SOLE   462,112 0 14,121
ISHARES TR RUS 2000 VAL ETF 464287630 238 1,436 SH   SOLE   1,436 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 3,692 14,425 SH   SOLE   14,425 0 0
ISHARES TR CORE S&P US VLU 464287663 61,506 854,722 SH   SOLE   828,917 0 25,805
ISHARES TR RUS 2000 GRW ETF 464287648 2,164 6,942 SH   SOLE   6,942 0 0
ISHARES TR MSCI EAFE ETF 464287465 141,877 1,798,641 SH   SOLE   1,749,332 0 49,310
ISHARES TR MSCI EMG MKT ETF 464287234 1,562 28,320 SH   SOLE   28,320 0 0
ISHARES TR S&P 100 ETF 464287101 1,501 7,649 SH   SOLE   7,649 0 0
ISHARES TR CORE US AGGBD ET 464287226 22,644 196,342 SH   SOLE   195,708 0 634
ISHARES TR MBS ETF 464288588 213 1,970 SH   SOLE   1,970 0 0
ISHARES TR NATIONAL MUN ETF 464288414 1,715 14,635 SH   SOLE   7,353 0 7,282
ISHARES TR MSCI ACWI EX US 464288240 3,749 65,183 SH   SOLE   65,183 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 3,905 166,459 SH   SOLE   164,780 0 1,679
ISHARES TR BLACKROCK ULTRA 46434V878 23,157 458,382 SH   SOLE   458,382 0 0
ISHARES TR MSCI INTL VLU FT 46435G409 398 15,424 SH   SOLE   15,367 0 57
ISHARES TR ESG AW MSCI EAFE 46435G516 4,675 59,151 SH   SOLE   59,151 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 4,970 50,472 SH   SOLE   50,472 0 0
ISHARES TR ESG AWARE MSCI 46435U663 3,774 93,488 SH   SOLE   93,488 0 0
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 15,795 314,856 SH   SOLE   314,856 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 12,403 244,437 SH   SOLE   244,437 0 0
JACOBS ENGR GROUP INC COM 469814107 272 2,042 SH   SOLE   2,042 0 0
JOHNSON & JOHNSON COM 478160104 8,943 54,283 SH   SOLE   52,957 0 1,326
JPMORGAN CHASE & CO COM 46625H100 13,598 87,426 SH   SOLE   84,762 0 2,664
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,341 28,111 SH   SOLE   27,054 0 1,057
LOWES COS INC COM 548661107 315 1,623 SH   SOLE   1,623 0 0
MASTERCARD INCORPORATED CL A 57636Q104 300 822 SH   SOLE   822 0 0
MCDONALDS CORP COM 580135101 352 1,526 SH   SOLE   1,526 0 0
MERCK & CO INC COM 58933Y105 2,849 36,640 SH   SOLE   35,564 0 1,076
MICROSOFT CORP COM 594918104 18,165 67,053 SH   SOLE   64,568 0 2,485
MONDELEZ INTL INC CL A 609207105 5,756 92,177 SH   SOLE   88,125 0 4,052
MOODYS CORP COM 615369105 313 864 SH   SOLE   864 0 0
MORGAN STANLEY COM NEW 617446448 215 2,346 SH   SOLE   2,346 0 0
NETFLIX INC COM 64110L106 208 394 SH   SOLE   394 0 0
NEW YORK TIMES CO CL A 650111107 212 4,865 SH   SOLE   4,865 0 0
NEXTERA ENERGY INC COM 65339F101 267 3,643 SH   SOLE   3,643 0 0
NIKE INC CL B 654106103 325 2,104 SH   SOLE   2,104 0 0
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1,941 51,425 SH   SOLE   50,652 0 773
NVIDIA CORPORATION COM 67066G104 11,115 13,892 SH   SOLE   13,488 0 404
OKTA INC CL A 679295105 341 1,395 SH   SOLE   1,395 0 0
ONCTERNAL THERAPEUTICS INC COM 68236P107 48 10,000 SH   SOLE   10,000 0 0
ORACLE CORP COM 68389X105 687 8,823 SH   SOLE   8,823 0 0
PAGERDUTY INC COM 69553P100 202 4,754 SH   SOLE   4,754 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 247 9,372 SH   SOLE   9,372 0 0
PARKER-HANNIFIN CORP COM 701094104 7,663 24,954 SH   SOLE   24,121 0 833
PAYPAL HLDGS INC COM 70450Y103 7,486 25,684 SH   SOLE   24,986 0 698
PEPSICO INC COM 713448108 476 3,214 SH   SOLE   3,214 0 0
PFIZER INC COM 717081103 278 7,111 SH   SOLE   5,111 0 2,000
PHILIP MORRIS INTL INC COM 718172109 263 2,650 SH   SOLE   1,950 0 700
PROCTER AND GAMBLE CO COM 742718109 7,393 54,795 SH   SOLE   52,812 0 1,983
PROGRESSIVE CORP COM 743315103 859 8,750 SH   SOLE   8,750 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 313 3,673 SH   SOLE   3,673 0 0
REALTY INCOME CORP COM 756109104 240 3,591 SH   SOLE   3,591 0 0
S&P GLOBAL INC COM 78409V104 248 603 SH   SOLE   603 0 0
SALESFORCE COM INC COM 79466L302 9,820 40,200 SH   SOLE   39,136 0 1,064
SCHWAB CHARLES CORP COM 808513105 480 6,597 SH   SOLE   6,597 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,257 8,516 SH   SOLE   8,516 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,934 15,357 SH   SOLE   15,357 0 0
SHERWIN WILLIAMS CO COM 824348106 7,400 27,161 SH   SOLE   26,200 0 961
SHOPIFY INC CL A 82509L107 605 414 SH   SOLE   414 0 0
SNAP INC CL A 83304A106 575 8,434 SH   SOLE   8,434 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,010 6,098 SH   SOLE   5,722 0 376
SPDR S&P 500 ETF TR TR UNIT 78462F103 309,285 722,526 SH   SOLE   700,119 0 22,407
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5,549 11,300 SH   SOLE   11,151 0 149
SPDR SER TR S&P 600 SML CAP 78464A813 750 7,676 SH   SOLE   7,676 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 246 2,319 SH   SOLE   2,319 0 0
SQUARE INC CL A 852234103 612 2,512 SH   SOLE   2,512 0 0
STARBUCKS CORP COM 855244109 251 2,248 SH   SOLE   2,248 0 0
STRYKER CORPORATION COM 863667101 7,182 27,653 SH   SOLE   26,589 0 1,064
SYSCO CORP COM 871829107 278 3,572 SH   SOLE   3,572 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 333 2,775 SH   SOLE   2,775 0 0
TESLA INC COM 88160R101 1,001 1,472 SH   SOLE   1,472 0 0
TEXAS INSTRS INC COM 882508104 222 1,157 SH   SOLE   1,157 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 306 606 SH   SOLE   606 0 0
TJX COS INC NEW COM 872540109 6,899 102,330 SH   SOLE   99,507 0 2,823
UBER TECHNOLOGIES INC COM 90353T100 680 13,573 SH   SOLE   13,573 0 0
UNION PAC CORP COM 907818108 542 2,464 SH   SOLE   2,464 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,569 41,201 SH   SOLE   39,968 0 1,233
UNITEDHEALTH GROUP INC COM 91324P102 1,162 2,901 SH   SOLE   2,901 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 29,878 332,129 SH   SOLE   327,330 0 4,799
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,944 22,187 SH   SOLE   22,187 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 6,558 27,629 SH   SOLE   27,629 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 41,993 412,549 SH   SOLE   400,898 0 11,651
VANGUARD INDEX FDS SMALL CP ETF 922908751 6,064 26,917 SH   SOLE   26,917 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 2,513 8,762 SH   SOLE   8,762 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 741 3,690 SH   SOLE   3,690 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 148,540 377,465 SH   SOLE   375,347 0 2,118
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 118,082 2,174,229 SH   SOLE   2,118,879 0 55,350
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,373 21,655 SH   SOLE   21,655 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 254 4,358 SH   SOLE   4,358 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,093 7,059 SH   SOLE   7,059 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3,634 70,533 SH   SOLE   70,533 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 258 4,613 SH   SOLE   3,767 0 846
VISA INC COM CL A 92826C839 15,599 66,713 SH   SOLE   64,791 0 1,922
WASTE MGMT INC DEL COM 94106L109 11,543 82,386 SH   SOLE   79,814 0 2,572
WELLS FARGO CO NEW COM 949746101 263 5,812 SH   SOLE   5,812 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 243 628 SH   SOLE   628 0 0