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 7,853 66,349 SH   SOLE   64,401 0 1,948
ABBVIE INC COM 00287Y109 808 4,982 SH   SOLE   4,982 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,510 7,444 SH   SOLE   7,444 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 349 766 SH   SOLE   766 0 0
AFLAC INC COM 001055102 479 7,433 SH   SOLE   7,433 0 0
ALPHABET INC CAP STK CL A 02079K305 19,384 6,969 SH   SOLE   6,805 0 164
ALPHABET INC CAP STK CL C 02079K107 2,363 846 SH   SOLE   846 0 0
ALTRIA GROUP INC COM 02209S103 240 4,585 SH   SOLE   4,585 0 0
AMAZON COM INC COM 023135106 20,512 6,292 SH   SOLE   6,128 0 164
AMERICAN TOWER CORP NEW COM 03027X100 4,016 15,985 SH   SOLE   15,410 0 575
APPLE INC COM 037833100 30,958 177,300 SH   SOLE   173,127 0 4,173
ARISTA NETWORKS INC COM 040413106 473 3,400 SH   SOLE   3,400 0 0
ATRECA INC CL A COM 04965G109 40 12,500 SH   SOLE   12,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,126 3,191 SH   SOLE   3,191 0 0
BLACKROCK INC COM 09247X101 7,153 9,360 SH   SOLE   9,067 0 293
BLOCK INC CL A 852234103 251 1,854 SH   SOLE   1,854 0 0
BOEING CO COM 097023105 7,251 37,864 SH   SOLE   36,625 0 1,239
BOOKING HOLDINGS INC COM 09857L108 11,322 4,821 SH   SOLE   4,677 0 144
BRISTOL-MYERS SQUIBB CO COM 110122108 301 4,128 SH   SOLE   3,428 0 700
CATERPILLAR INC COM 149123101 207 927 SH   SOLE   927 0 0
CHEVRON CORP NEW COM 166764100 10,426 64,031 SH   SOLE   61,998 0 2,033
CHUBB LIMITED COM H1467J104 8,857 41,408 SH   SOLE   40,236 0 1,172
CISCO SYS INC COM 17275R102 1,328 23,811 SH   SOLE   23,219 0 592
CME GROUP INC COM 12572Q105 11,285 47,442 SH   SOLE   45,779 0 1,663
COCA COLA CO COM 191216100 489 7,890 SH   SOLE   7,090 0 800
COINBASE GLOBAL INC COM CL A 19260Q107 3,010 15,852 SH   SOLE   15,440 0 412
CONSTELLATION BRANDS INC CL A 21036P108 3,439 14,932 SH   SOLE   14,584 0 348
COSTCO WHSL CORP NEW COM 22160K105 2,327 4,041 SH   SOLE   4,041 0 0
COUPA SOFTWARE INC COM 22266L106 1,100 10,819 SH   SOLE   10,819 0 0
CVS HEALTH CORP COM 126650100 7,784 76,912 SH   SOLE   74,022 0 2,890
DANAHER CORPORATION COM 235851102 9,354 31,888 SH   SOLE   30,819 0 1,069
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3,715 75,778 SH   SOLE   75,778 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 522 18,915 SH   SOLE   18,915 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 469 10,068 SH   SOLE   10,068 0 0
DISNEY WALT CO COM 254687106 7,334 53,473 SH   SOLE   52,031 0 1,442
DOLLAR GEN CORP NEW COM 256677105 1,863 8,367 SH   SOLE   8,367 0 0
ECOLAB INC COM 278865100 7,011 39,708 SH   SOLE   38,639 0 1,069
EXXON MOBIL CORP COM 30231G102 834 10,094 SH   SOLE   9,858 0 236
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 306 3,463 SH   SOLE   3,463 0 0
FISERV INC COM 337738108 739 7,286 SH   SOLE   7,286 0 0
FIVE9 INC COM 338307101 356 3,224 SH   SOLE   3,224 0 0
GENERAL ELECTRIC CO COM NEW 369604301 3,790 41,420 SH   SOLE   39,815 0 1,605
HARTFORD FINL SVCS GROUP INC COM 416515104 359 5,000 SH   SOLE   5,000 0 0
HERSHEY CO COM 427866108 6,270 28,945 SH   SOLE   28,082 0 863
HOLOGIC INC COM 436440101 270 3,509 SH   SOLE   3,509 0 0
HOME DEPOT INC COM 437076102 1,665 5,562 SH   SOLE   5,562 0 0
HONEYWELL INTL INC COM 438516106 7,028 36,120 SH   SOLE   35,149 0 971
INTEL CORP COM 458140100 7,380 148,903 SH   SOLE   145,087 0 3,816
INTERNATIONAL BUSINESS MACHS COM 459200101 351 2,697 SH   SOLE   2,697 0 0
INTUIT COM 461202103 605 1,259 SH   SOLE   1,259 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 389 1,072 SH   SOLE   1,072 0 0
ISHARES INC CORE MSCI EMKT 46434G103 261 4,701 SH   SOLE   4,701 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 3,549 96,631 SH   SOLE   96,631 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 6,668 90,435 SH   SOLE   90,435 0 0
ISHARES TR MSCI INTL VLU FT 46435G409 447 17,568 SH   SOLE   17,511 0 57
ISHARES TR ESG AWR MSCI USA 46435G425 9,410 92,844 SH   SOLE   92,844 0 0
ISHARES TR NATIONAL MUN ETF 464288414 2,208 20,139 SH   SOLE   18,395 0 1,744
ISHARES TR MSCI ACWI EX US 464288240 4,967 95,026 SH   SOLE   95,026 0 0
ISHARES TR MSCI ACWI ETF 464288257 2,127 21,317 SH   SOLE   21,317 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 5,824 270,611 SH   SOLE   263,531 0 7,080
ISHARES TR MSCI USA ESG SLC 464288802 262 2,701 SH   SOLE   2,701 0 0
ISHARES TR MBS ETF 464288588 297 2,914 SH   SOLE   2,914 0 0
ISHARES TR CORE US AGGBD ET 464287226 21,653 202,179 SH   SOLE   201,012 0 1,167
ISHARES TR S&P 100 ETF 464287101 1,344 6,447 SH   SOLE   6,447 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 2,600 57,580 SH   SOLE   57,580 0 0
ISHARES TR CORE S&P MCP ETF 464287507 92,123 343,307 SH   SOLE   333,538 0 9,769
ISHARES TR CORE S&P500 ETF 464287200 37,185 81,961 SH   SOLE   81,961 0 0
ISHARES TR RUS 1000 ETF 464287622 2,775 11,096 SH   SOLE   11,096 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 501 3,015 SH   SOLE   3,015 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 683 2,460 SH   SOLE   2,460 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 112,258 546,879 SH   SOLE   531,797 0 15,082
ISHARES TR RUS 2000 VAL ETF 464287630 260 1,613 SH   SOLE   1,613 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 3,814 14,535 SH   SOLE   14,535 0 0
ISHARES TR CORE S&P US VLU 464287663 120,230 1,584,684 SH   SOLE   1,541,347 0 43,337
ISHARES TR MSCI EAFE ETF 464287465 196,179 2,665,481 SH   SOLE   2,592,374 0 73,107
ISHARES TR RUS 2000 GRW ETF 464287648 1,758 6,872 SH   SOLE   6,709 0 163
ISHARES TR ESG AWARE MSCI 46435U663 6,997 183,948 SH   SOLE   183,948 0 0
ISHARES TR BLACKROCK ULTRA 46434V878 16,542 329,857 SH   SOLE   329,857 0 0
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 9,846 198,634 SH   SOLE   198,634 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 13,232 263,222 SH   SOLE   263,222 0 0
JACOBS ENGR GROUP INC COM 469814107 281 2,042 SH   SOLE   2,042 0 0
JOHNSON & JOHNSON COM 478160104 9,782 55,191 SH   SOLE   53,863 0 1,328
JPMORGAN CHASE & CO COM 46625H100 12,300 90,230 SH   SOLE   87,555 0 2,675
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,391 27,796 SH   SOLE   27,015 0 781
LOWES COS INC COM 548661107 381 1,884 SH   SOLE   1,884 0 0
MARRIOTT INTL INC NEW CL A 571903202 530 3,013 SH   SOLE   3,013 0 0
MCDONALDS CORP COM 580135101 330 1,334 SH   SOLE   1,334 0 0
MERCK & CO INC COM 58933Y105 3,255 39,667 SH   SOLE   38,665 0 1,002
META PLATFORMS INC CL A 30303M102 6,315 28,402 SH   SOLE   27,644 0 758
MICROSOFT CORP COM 594918104 19,500 63,247 SH   SOLE   60,707 0 2,540
MONDELEZ INTL INC CL A 609207105 6,737 107,314 SH   SOLE   103,180 0 4,134
MOODYS CORP COM 615369105 251 744 SH   SOLE   744 0 0
NEW YORK TIMES CO CL A 650111107 202 4,417 SH   SOLE   4,417 0 0
NIKE INC CL B 654106103 204 1,517 SH   SOLE   1,517 0 0
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 5,799 152,477 SH   SOLE   149,131 0 3,346
NVIDIA CORPORATION COM 67066G104 11,401 41,784 SH   SOLE   40,570 0 1,214
ORACLE CORP COM 68389X105 668 8,075 SH   SOLE   8,075 0 0
PARKER-HANNIFIN CORP COM 701094104 7,470 26,325 SH   SOLE   25,556 0 769
PAYPAL HLDGS INC COM 70450Y103 2,967 25,653 SH   SOLE   24,988 0 665
PEPSICO INC COM 713448108 319 1,906 SH   SOLE   1,906 0 0
PFIZER INC COM 717081103 407 7,865 SH   SOLE   5,865 0 2,000
PHILIP MORRIS INTL INC COM 718172109 223 2,376 SH   SOLE   1,676 0 700
PROCTER AND GAMBLE CO COM 742718109 8,350 54,647 SH   SOLE   52,858 0 1,789
PROGRESSIVE CORP COM 743315103 997 8,750 SH   SOLE   8,750 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 297 2,999 SH   SOLE   2,999 0 0
REALTY INCOME CORP COM 756109104 241 3,482 SH   SOLE   3,482 0 0
S&P GLOBAL INC COM 78409V104 213 519 SH   SOLE   519 0 0
SALESFORCE COM INC COM 79466L302 8,537 40,207 SH   SOLE   39,151 0 1,056
SCHWAB CHARLES CORP COM 808513105 622 7,380 SH   SOLE   7,380 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,547 69,374 SH   SOLE   69,374 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3,053 56,696 SH   SOLE   56,696 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 787 20,730 SH   SOLE   20,730 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 858 30,898 SH   SOLE   30,898 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 394 5,158 SH   SOLE   5,158 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,452 9,139 SH   SOLE   9,139 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2,105 15,367 SH   SOLE   15,367 0 0
SHERWIN WILLIAMS CO COM 824348106 6,826 27,344 SH   SOLE   26,428 0 916
SHOPIFY INC CL A 82509L107 274 405 SH   SOLE   405 0 0
SNAP INC CL A 83304A106 299 8,301 SH   SOLE   8,301 0 0
SOUTHERN CO COM 842587107 730 10,066 SH   SOLE   10,066 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,728 9,564 SH   SOLE   9,121 0 443
SPDR S&P 500 ETF TR TR UNIT 78462F103 329,761 730,141 SH   SOLE   708,953 0 21,188
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5,483 11,179 SH   SOLE   11,030 0 149
SPDR SER TR S&P 600 SML CAP 78464A813 711 7,594 SH   SOLE   7,594 0 0
STRYKER CORPORATION COM 863667101 7,519 28,124 SH   SOLE   27,197 0 927
SYSCO CORP COM 871829107 4,606 56,417 SH   SOLE   54,587 0 1,830
TESLA INC COM 88160R101 1,073 996 SH   SOLE   996 0 0
TJX COS INC NEW COM 872540109 6,549 108,107 SH   SOLE   105,099 0 3,008
UBER TECHNOLOGIES INC COM 90353T100 462 12,938 SH   SOLE   12,938 0 0
UNION PAC CORP COM 907818108 586 2,145 SH   SOLE   2,145 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,921 41,597 SH   SOLE   40,350 0 1,247
UNITEDHEALTH GROUP INC COM 91324P102 1,321 2,591 SH   SOLE   2,591 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 28,747 350,997 SH   SOLE   347,364 0 3,633
VANGUARD INDEX FDS LARGE CAP ETF 922908637 769 3,690 SH   SOLE   3,690 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 6,655 27,980 SH   SOLE   27,980 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 44,173 407,616 SH   SOLE   396,774 0 10,842
VANGUARD INDEX FDS SMALL CP ETF 922908751 6,210 29,219 SH   SOLE   29,219 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 2,466 8,574 SH   SOLE   8,574 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 374 1,506 SH   SOLE   1,506 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 161,048 387,909 SH   SOLE   385,929 0 1,980
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,994 21,933 SH   SOLE   21,933 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 226 4,358 SH   SOLE   4,358 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,428 24,788 SH   SOLE   24,788 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 111,173 2,409,991 SH   SOLE   2,355,170 0 54,821
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,204 7,427 SH   SOLE   7,427 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4,198 87,401 SH   SOLE   87,401 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 236 4,635 SH   SOLE   3,789 0 846
VISA INC COM CL A 92826C839 15,176 68,432 SH   SOLE   66,644 0 1,788
WASTE MGMT INC DEL COM 94106L109 12,160 76,719 SH   SOLE   74,363 0 2,356
WELLS FARGO CO NEW COM 949746101 349 7,198 SH   SOLE   7,198 0 0
XYLEM INC COM 98419M100 441 5,168 SH   SOLE   5,168 0 0