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   8,563,461 77,999 SH   SOLE   76,148 0 1,851
ABBVIE INC COM 00287Y109   3,020,006 18,687 SH   SOLE   18,687 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,167,541 8,123 SH   SOLE   8,123 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   7,303,038 21,701 SH   SOLE   21,043 0 658
AFLAC INC COM 001055102   581,131 8,078 SH   SOLE   8,078 0 0
ALPHABET INC CAP STK CL C 02079K107   1,517,993 17,108 SH   SOLE   17,108 0 0
ALPHABET INC CAP STK CL A 02079K305   12,259,493 138,949 SH   SOLE   135,676 0 3,273
AMAZON COM INC COM 023135106   9,977,505 118,780 SH   SOLE   115,924 0 2,856
AMERICAN TOWER CORP NEW COM 03027X100   3,246,908 15,326 SH   SOLE   15,047 0 279
APPLE INC COM 037833100   20,972,335 161,413 SH   SOLE   157,660 0 3,753
ARISTA NETWORKS INC COM 040413106   408,950 3,370 SH   SOLE   3,370 0 0
ATRECA INC CL A COM 04965G109   10,008 12,500 SH   SOLE   12,500 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   535,763 2,243 SH   SOLE   2,243 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,276,684 4,133 SH   SOLE   4,133 0 0
BLACKROCK INC COM 09247X101   6,997,828 9,875 SH   SOLE   9,624 0 251
BOEING CO COM 097023105   7,247,764 38,048 SH   SOLE   37,106 0 942
BOOKING HOLDINGS INC COM 09857L108   9,512,122 4,720 SH   SOLE   4,582 0 138
BRISTOL-MYERS SQUIBB CO COM 110122108   295,786 4,111 SH   SOLE   3,411 0 700
CHENIERE ENERGY INC COM NEW 16411R208   3,494,278 23,301 SH   SOLE   22,518 0 783
CHEVRON CORP NEW COM 166764100   10,861,531 60,513 SH   SOLE   58,561 0 1,952
CHUBB LIMITED COM H1467J104   8,759,475 39,708 SH   SOLE   38,536 0 1,172
CISCO SYS INC COM 17275R102   1,096,863 23,024 SH   SOLE   22,432 0 592
CME GROUP INC COM 12572Q105   7,566,786 44,998 SH   SOLE   43,538 0 1,460
COCA COLA CO COM 191216100   432,889 6,805 SH   SOLE   6,005 0 800
CONOCOPHILLIPS COM 20825C104   203,524 1,725 SH   SOLE   1,725 0 0
CONSTELLATION BRANDS INC CL A 21036P108   3,361,341 14,504 SH   SOLE   14,235 0 269
COSTCO WHSL CORP NEW COM 22160K105   1,889,542 4,139 SH   SOLE   4,139 0 0
COUPA SOFTWARE INC COM 22266L106   619,109 7,820 SH   SOLE   7,820 0 0
CVS HEALTH CORP COM 126650100   6,955,035 74,633 SH   SOLE   72,007 0 2,626
DANAHER CORPORATION COM 235851102   8,170,550 30,783 SH   SOLE   29,825 0 958
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   3,216,786 77,308 SH   SOLE   77,308 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   371,411 15,297 SH   SOLE   15,297 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   442,489 10,068 SH   SOLE   10,068 0 0
DISNEY WALT CO COM 254687106   5,051,227 58,140 SH   SOLE   56,673 0 1,467
DOLLAR GEN CORP NEW COM 256677105   2,098,090 8,520 SH   SOLE   8,520 0 0
ECOLAB INC COM 278865100   5,756,584 39,548 SH   SOLE   38,856 0 692
EXPENSIFY INC COM CL A 30219Q106   240,079 27,189 SH   SOLE   27,189 0 0
EXXON MOBIL CORP COM 30231G102   713,309 6,467 SH   SOLE   6,231 0 236
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109   277,282 3,463 SH   SOLE   3,463 0 0
FISERV INC COM 337738108   706,075 6,986 SH   SOLE   6,986 0 0
FIVE9 INC COM 338307101   218,781 3,224 SH   SOLE   3,224 0 0
HERCULES CAPITAL INC COM 427096508   718,481 54,348 SH   SOLE   54,348 0 0
HERSHEY CO COM 427866108   6,031,441 26,046 SH   SOLE   25,267 0 779
HOLOGIC INC COM 436440101   205,353 2,745 SH   SOLE   2,745 0 0
HOME DEPOT INC COM 437076102   2,023,290 6,406 SH   SOLE   6,406 0 0
HONEYWELL INTL INC COM 438516106   7,827,338 36,525 SH   SOLE   35,654 0 871
INTEL CORP COM 458140100   3,542,338 134,027 SH   SOLE   130,871 0 3,156
INTERNATIONAL BUSINESS MACHS COM 459200101   380,121 2,698 SH   SOLE   2,698 0 0
INTUIT COM 461202103   474,459 1,219 SH   SOLE   1,219 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   252,019 946 SH   SOLE   946 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   4,032,095 134,090 SH   SOLE   133,672 0 418
ISHARES TR ESG AW MSCI EAFE 46435G516   7,385,446 112,343 SH   SOLE   112,343 0 0
ISHARES TR BLACKROCK ULTRA 46434V878   20,264,899 404,974 SH   SOLE   404,974 0 0
ISHARES TR MSCI INTL VLU FT 46435G409   2,932,747 126,575 SH   SOLE   126,518 0 57
ISHARES TR NATIONAL MUN ETF 464288414   10,942,354 103,699 SH   SOLE   101,732 0 1,967
ISHARES TR JPMORGAN USD EMG 464288281   1,390,744 16,441 SH   SOLE   16,441 0 0
ISHARES TR MSCI ACWI ETF 464288257   1,803,360 21,246 SH   SOLE   21,246 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   3,151,630 158,772 SH   SOLE   154,827 0 3,945
ISHARES TR SHRT NAT MUN ETF 464288158   62,252,059 597,028 SH   SOLE   581,220 0 15,808
ISHARES TR MSCI ACWI EX US 464288240   4,620,025 101,539 SH   SOLE   101,539 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   6,313,138 97,440 SH   SOLE   94,064 0 3,376
ISHARES TR ISHS 1-5YR INVS 464288646   887,992 17,824 SH   SOLE   16,317 0 1,507
ISHARES TR MSCI USA ESG SLC 464288802   299,757 3,641 SH   SOLE   3,641 0 0
ISHARES TR S&P 100 ETF 464287101   927,389 5,437 SH   SOLE   5,437 0 0
ISHARES TR CORE US AGGBD ET 464287226   44,096,197 454,647 SH   SOLE   451,099 0 3,548
ISHARES TR MSCI EMG MKT ETF 464287234   14,331,268 378,134 SH   SOLE   376,384 0 1,750
ISHARES TR CORE S&P MCP ETF 464287507   106,977,501 442,257 SH   SOLE   431,070 0 11,187
ISHARES TR CORE S&P500 ETF 464287200   31,057,506 80,835 SH   SOLE   80,835 0 0
ISHARES TR RUS 1000 ETF 464287622   3,362,047 15,970 SH   SOLE   15,834 0 136
ISHARES TR RUS 1000 VAL ETF 464287598   688,700 4,541 SH   SOLE   4,273 0 268
ISHARES TR RUS 1000 GRW ETF 464287614   556,596 2,598 SH   SOLE   2,598 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   102,410,352 587,350 SH   SOLE   573,031 0 14,319
ISHARES TR RUS 2000 VAL ETF 464287630   223,591 1,612 SH   SOLE   1,612 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   2,685,242 12,168 SH   SOLE   12,168 0 0
ISHARES TR CORE S&P US VLU 464287663   103,684,109 1,467,990 SH   SOLE   1,430,166 0 37,824
ISHARES TR U.S. REAL ES ETF 464287739   577,375 6,858 SH   SOLE   6,334 0 524
ISHARES TR RUS 2000 GRW ETF 464287648   1,488,554 6,939 SH   SOLE   6,776 0 163
ISHARES TR MSCI EAFE ETF 464287465   175,124,917 2,667,960 SH   SOLE   2,619,137 0 48,823
ISHARES TR 20 YR TR BD ETF 464287432   4,817,808 48,391 SH   SOLE   47,125 0 1,266
ISHARES TR ESG AWR MSCI USA 46435G425   9,060,114 106,904 SH   SOLE   106,904 0 0
ISHARES TR ESG AWARE MSCI 46435U663   9,301,492 282,892 SH   SOLE   278,041 0 4,851
ISHARES TR ESG AWR US AGRGT 46435U549   646,648 13,835 SH   SOLE   13,835 0 0
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507   12,416,336 252,006 SH   SOLE   252,006 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   15,657,855 312,345 SH   SOLE   312,345 0 0
JACOBS SOLUTIONS INC COM 46982L108   245,183 2,042 SH   SOLE   2,042 0 0
JOHNSON & JOHNSON COM 478160104   10,000,379 56,611 SH   SOLE   55,283 0 1,328
JPMORGAN CHASE & CO COM 46625H100   12,576,206 93,782 SH   SOLE   91,359 0 2,423
KEYSIGHT TECHNOLOGIES INC COM 49338L103   4,577,320 26,757 SH   SOLE   26,081 0 676
LINDE PLC SHS G5494J103   289,974 889 SH   SOLE   889 0 0
LOWES COS INC COM 548661107   343,291 1,723 SH   SOLE   1,723 0 0
MASTERCARD INCORPORATED CL A 57636Q104   496,317 1,427 SH   SOLE   1,427 0 0
MCDONALDS CORP COM 580135101   602,622 2,287 SH   SOLE   2,287 0 0
MERCK & CO INC COM 58933Y105   432,372 3,897 SH   SOLE   3,897 0 0
META PLATFORMS INC CL A 30303M102   3,192,741 26,531 SH   SOLE   26,148 0 383
MICROSOFT CORP COM 594918104   15,803,430 65,897 SH   SOLE   63,393 0 2,504
MONDELEZ INTL INC CL A 609207105   6,961,426 104,447 SH   SOLE   100,578 0 3,869
NIKE INC CL B 654106103   207,876 1,777 SH   SOLE   1,777 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   1,406,712 41,156 SH   SOLE   41,156 0 0
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   419,405 16,256 SH   SOLE   16,256 0 0
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   6,392,642 186,701 SH   SOLE   183,218 0 3,483
NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888   386,917 15,209 SH   SOLE   15,209 0 0
NUVEEN PFD & INCOME OPPORTUN COM 67073B106   123,687 16,990 SH   SOLE   11,627 0 5,363
NVIDIA CORPORATION COM 67066G104   6,938,614 47,479 SH   SOLE   46,386 0 1,093
ORACLE CORP COM 68389X105   541,987 6,631 SH   SOLE   6,631 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   68,360 10,648 SH   SOLE   10,648 0 0
PARKER-HANNIFIN CORP COM 701094104   7,619,108 26,183 SH   SOLE   25,414 0 769
PEPSICO INC COM 713448108   585,880 3,243 SH   SOLE   3,243 0 0
PFIZER INC COM 717081103   417,042 8,139 SH   SOLE   6,139 0 2,000
PIMCO ETF TR ACTIVE BD ETF 72201R775   1,980,879 21,893 SH   SOLE   21,102 0 791
PIMCO ETF TR INTER MUN BD ACT 72201R866   2,249,262 43,777 SH   SOLE   39,781 0 3,996
PROCTER AND GAMBLE CO COM 742718109   8,366,009 55,199 SH   SOLE   53,489 0 1,710
PROGRESSIVE CORP COM 743315103   1,016,537 7,837 SH   SOLE   7,837 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   447,681 4,436 SH   SOLE   4,436 0 0
REALTY INCOME CORP COM 756109104   220,863 3,482 SH   SOLE   3,482 0 0
ROBINHOOD MKTS INC COM CL A 770700102   800,325 98,320 SH   SOLE   98,320 0 0
SALESFORCE INC COM 79466L302   5,489,226 41,400 SH   SOLE   40,407 0 993
SCHWAB CHARLES CORP COM 808513105   483,907 5,812 SH   SOLE   5,812 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   691,522 21,974 SH   SOLE   21,974 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   731,356 30,898 SH   SOLE   30,898 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,069,686 64,256 SH   SOLE   64,256 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,528,129 55,994 SH   SOLE   55,994 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,083,713 8,709 SH   SOLE   8,709 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,021,314 14,879 SH   SOLE   14,879 0 0
SHOPIFY INC CL A 82509L107   225,615 6,500 SH   SOLE   6,500 0 0
SOUNDHOUND AI INC CLASS A COM 836100107   130,228 73,575 SH   SOLE   73,575 0 0
SPDR GOLD TR GOLD SHS 78463V107   513,161 3,025 SH   SOLE   2,582 0 443
SPDR S&P 500 ETF TR TR UNIT 78462F103   244,751,978 639,992 SH   SOLE   621,787 0 18,204
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   5,264,101 11,888 SH   SOLE   11,739 0 149
SPDR SER TR S&P 600 SML CAP 78464A813   495,809 6,031 SH   SOLE   6,031 0 0
STARBUCKS CORP COM 855244109   357,740 3,606 SH   SOLE   3,606 0 0
STRYKER CORPORATION COM 863667101   6,445,682 26,364 SH   SOLE   25,678 0 686
SYSCO CORP COM 871829107   4,121,440 53,910 SH   SOLE   52,834 0 1,076
TESLA INC COM 88160R101   2,527,284 20,517 SH   SOLE   20,175 0 342
TEXAS INSTRS INC COM 882508104   256,421 1,552 SH   SOLE   1,552 0 0
TJX COS INC NEW COM 872540109   8,560,333 107,542 SH   SOLE   104,759 0 2,783
UBER TECHNOLOGIES INC COM 90353T100   303,264 12,263 SH   SOLE   12,263 0 0
UNION PAC CORP COM 907818108   579,330 2,798 SH   SOLE   2,798 0 0
UNITED PARCEL SERVICE INC CL B 911312106   7,209,219 41,470 SH   SOLE   40,223 0 1,247
UNITEDHEALTH GROUP INC COM 91324P102   1,606,939 3,031 SH   SOLE   3,031 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   28,666,196 385,713 SH   SOLE   382,080 0 3,633
VANGUARD INDEX FDS LARGE CAP ETF 922908637   642,798 3,690 SH   SOLE   3,690 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   6,525,214 35,552 SH   SOLE   35,552 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   1,665,455 7,815 SH   SOLE   7,815 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   9,266,352 46,207 SH   SOLE   45,698 0 509
VANGUARD INDEX FDS VALUE ETF 922908744   3,257,567 23,207 SH   SOLE   22,698 0 509
VANGUARD INDEX FDS MID CAP ETF 922908629   6,558,810 32,181 SH   SOLE   32,181 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   37,937,784 459,963 SH   SOLE   449,279 0 10,684
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   126,169,811 359,110 SH   SOLE   356,973 0 2,137
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,252,107 22,240 SH   SOLE   22,240 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   90,804,315 2,329,510 SH   SOLE   2,272,715 0 56,795
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   995,957 19,864 SH   SOLE   19,864 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   45,182,928 733,251 SH   SOLE   718,378 0 14,873
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   14,781,641 255,649 SH   SOLE   250,599 0 5,050
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,076,226 7,087 SH   SOLE   7,087 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   14,873,726 354,389 SH   SOLE   305,994 0 48,395
VERIZON COMMUNICATIONS INC COM 92343V104   248,816 6,315 SH   SOLE   5,469 0 846
VISA INC COM CL A 92826C839   13,811,210 66,477 SH   SOLE   64,735 0 1,742
WASTE MGMT INC DEL COM 94106L109   11,228,593 71,574 SH   SOLE   69,492 0 2,082
WELLS FARGO CO NEW COM 949746101   277,386 6,718 SH   SOLE   6,718 0 0
ZOETIS INC CL A 98978V103   3,032,200 20,691 SH   SOLE   20,254 0 437