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 BBG001S5T7X2 201,426 2,012 SH   SOLE   0 0 2,012
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 440,887 3,272 SH   SOLE   0 0 3,272
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 440,091 900 SH   SOLE   0 0 900
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 492,087 4,111 SH   SOLE   0 0 4,111
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 887,981 7,341 SH   SOLE   0 0 7,341
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 251,517 5,552 SH   SOLE   0 0 5,552
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,551,274 11,900 SH   SOLE   0 0 11,900
AMETEK INC COM 031100100 BBG001S5NN54 1,431,343 8,842 SH   SOLE   0 0 8,842
APPLE INC COM 037833100 BBG001S5N8V8 46,065,744 237,489 SH   SOLE   0 0 237,489
AT&T INC COM 00206R102 BBG001S5VWH2 223,261 13,998 SH   SOLE   0 0 13,998
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 232,623 8,108 SH   SOLE   0 0 8,108
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 945,934 2,774 SH   SOLE   0 0 2,774
BLACKSTONE INC COM 09260D107 BBG001S7H949 269,613 2,900 SH   SOLE   0 0 2,900
BOEING CO COM 097023105 BBG001S5P0V3 398,248 1,886 SH   SOLE   0 0 1,886
BURLINGTON STORES INC COM 122017106 BBG004S641P3 412,362 2,620 SH   SOLE   0 0 2,620
CABOT CORP COM 127055101 BBG001S5PK58 214,784 3,211 SH   SOLE   0 0 3,211
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 946,288 4,035 SH   SOLE   0 0 4,035
CATERPILLAR INC COM 149123101 BBG001S5PJ06 360,631 1,466 SH   SOLE   0 0 1,466
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 584,396 3,714 SH   SOLE   0 0 3,714
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 232,433 2,319 SH   SOLE   0 0 2,319
CISCO SYS INC COM 17275R102 BBG001S6HC62 515,761 9,968 SH   SOLE   0 0 9,968
CLOROX CO DEL COM 189054109 BBG001S5PX50 262,058 1,648 SH   SOLE   0 0 1,648
COCA COLA CO COM 191216100 BBG001S5SMQ8 515,597 8,562 SH   SOLE   0 0 8,562
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 255,070 3,311 SH   SOLE   0 0 3,311
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 365,897 680 SH   SOLE   0 0 680
DEERE & CO COM 244199105 BBG001S5QFF7 889,504 2,195 SH   SOLE   0 0 2,195
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 220,842 4,765 SH   SOLE   0 0 4,765
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 696,289 25,646 SH   SOLE   0 0 25,646
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 202,121 8,671 SH   SOLE   0 0 8,671
DISNEY WALT CO COM 254687106 BBG001S5QHF3 269,205 3,015 SH   SOLE   0 0 3,015
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 233,591 2,178 SH   SOLE   0 0 2,178
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 334,340 5,628 SH   SOLE   0 0 5,628
FRESH VINE WINE INC COM 35804X101 BBG013N9RPD8 4,201 18,587 SH   SOLE   0 0 18,587
HOME DEPOT INC COM 437076102 BBG001S5RTW7 572,899 1,844 SH   SOLE   0 0 1,844
HUBSPOT INC COM 443573100 BBG001T53670 281,476 529 SH   SOLE   0 0 529
INTEL CORP COM 458140100 BBG001S5SF65 372,493 11,139 SH   SOLE   0 0 11,139
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 300,406 2,245 SH   SOLE   0 0 2,245
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 BBG001T06LL9 1,345,443 54,604 SH   SOLE   0 0 54,604
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,898,543 5,139 SH   SOLE   0 0 5,139
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 11,523,679 233,793 SH   SOLE   0 0 233,793
ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 368,005 8,853 SH   SOLE   0 0 8,853
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 2,495,129 78,885 SH   SOLE   0 0 78,885
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 410,403 3,705 SH   SOLE   0 0 3,705
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1,103,338 10,718 SH   SOLE   0 0 10,718
ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 3,371,713 59,205 SH   SOLE   0 0 59,205
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 963,932 17,346 SH   SOLE   0 0 17,346
ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 422,885 9,067 SH   SOLE   0 0 9,067
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 17,320,383 256,598 SH   SOLE   0 0 256,598
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 234,278 896 SH   SOLE   0 0 896
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 5,652,168 56,720 SH   SOLE   0 0 56,720
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 225,921 507 SH   SOLE   0 0 507
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 17,340,789 381,368 SH   SOLE   0 0 381,368
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 5,305,574 54,166 SH   SOLE   0 0 54,166
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 9,124,226 95,632 SH   SOLE   0 0 95,632
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 8,383,060 171,293 SH   SOLE   0 0 171,293
ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 3,743,974 87,928 SH   SOLE   0 0 87,928
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 2,418,532 33,162 SH   SOLE   0 0 33,162
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 1,218,580 34,307 SH   SOLE   0 0 34,307
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 813,223 8,344 SH   SOLE   0 0 8,344
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 1,239,604 26,279 SH   SOLE   0 0 26,279
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 2,739,483 114,575 SH   SOLE   0 0 114,575
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 214,273 2,476 SH   SOLE   0 0 2,476
ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 1,230,151 48,336 SH   SOLE   0 0 48,336
ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 3,816,820 40,761 SH   SOLE   0 0 40,761
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 3,501,102 12,723 SH   SOLE   0 0 12,723
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 2,875,661 18,220 SH   SOLE   0 0 18,220
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1,318,193 5,432 SH   SOLE   0 0 5,432
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1,235,656 8,776 SH   SOLE   0 0 8,776
ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 1,283,163 11,682 SH   SOLE   0 0 11,682
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 18,587,743 73,042 SH   SOLE   0 0 73,042
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 481,532 6,832 SH   SOLE   0 0 6,832
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 773,020 4,670 SH   SOLE   0 0 4,670
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 609,754 4,192 SH   SOLE   0 0 4,192
KLA CORP COM NEW 482480100 BBG001S5SLM4 339,514 700 SH   SOLE   0 0 700
LILLY ELI & CO COM 532457108 BBG001S5STL8 2,868,282 6,116 SH   SOLE   0 0 6,116
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,149,707 2,923 SH   SOLE   0 0 2,923
MCDONALDS CORP COM 580135101 BBG001S5T110 2,941,958 9,859 SH   SOLE   0 0 9,859
MERCK & CO INC COM 58933Y105 BBG001S5TC52 475,180 4,118 SH   SOLE   0 0 4,118
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,000,251 6,970 SH   SOLE   0 0 6,970
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,270,344 9,603 SH   SOLE   0 0 9,603
NETFLIX INC COM 64110L106 BBG001SF6L46 1,065,575 2,419 SH   SOLE   0 0 2,419
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 251,116 3,384 SH   SOLE   0 0 3,384
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 335,925 737 SH   SOLE   0 0 737
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 205,905 2,164 SH   SOLE   0 0 2,164
ORACLE CORP COM 68389X105 BBG001S5SJG6 202,093 1,697 SH   SOLE   0 0 1,697
PEPSICO INC COM 713448108 BBG001S695T1 394,492 2,130 SH   SOLE   0 0 2,130
PFIZER INC COM 717081103 BBG001S5V466 306,142 8,346 SH   SOLE   0 0 8,346
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,112,658 7,333 SH   SOLE   0 0 7,333
RENOVORX INC COM NEW 75989R107 BBG005XWWZL5 30,011 13,279 SH   SOLE   0 0 13,279
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 231,314 577 SH   SOLE   0 0 577
SALESFORCE INC COM 79466L302 BBG001SDLP09 211,260 1,000 SH   SOLE   0 0 1,000
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 247,206 4,361 SH   SOLE   0 0 4,361
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 2,765,641 77,578 SH   SOLE   0 0 77,578
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 7,447,881 99,371 SH   SOLE   0 0 99,371
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 4,685,364 69,837 SH   SOLE   0 0 69,837
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 6,601,142 92,935 SH   SOLE   0 0 92,935
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 516,676 8,351 SH   SOLE   0 0 8,351
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2,330,085 17,555 SH   SOLE   0 0 17,555
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2,744,729 15,787 SH   SOLE   0 0 15,787
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 254,213 1,426 SH   SOLE   0 0 1,426
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 892,010 2,012 SH   SOLE   0 0 2,012
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 3,219,039 82,879 SH   SOLE   0 0 82,879
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 5,540,051 90,806 SH   SOLE   0 0 90,806
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 1,508,329 41,701 SH   SOLE   0 0 41,701
STRYKER CORPORATION COM 863667101 BBG001S8FR03 242,314 794 SH   SOLE   0 0 794
SYNOPSYS INC COM 871607107 BBG001S5VTR8 2,737,423 6,287 SH   SOLE   0 0 6,287
TESLA INC COM 88160R101 BBG001SQKGD7 2,469,800 9,435 SH   SOLE   0 0 9,435
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 346,828 8,034 SH   SOLE   0 0 8,034
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 231,149 481 SH   SOLE   0 0 481
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 7,314,229 168,453 SH   SOLE   0 0 168,453
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 413,581 2,656 SH   SOLE   0 0 2,656
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 7,062,679 93,459 SH   SOLE   0 0 93,459
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 225,710 3,105 SH   SOLE   0 0 3,105
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 2,343,674 47,948 SH   SOLE   0 0 47,948
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 30,869,116 109,094 SH   SOLE   0 0 109,094
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1,418,138 6,441 SH   SOLE   0 0 6,441
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 3,438,339 41,148 SH   SOLE   0 0 41,148
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 258,083 634 SH   SOLE   0 0 634
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2,450,454 12,321 SH   SOLE   0 0 12,321
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 486,682 2,209 SH   SOLE   0 0 2,209
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 31,234,684 219,808 SH   SOLE   0 0 219,808
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 721,544 17,737 SH   SOLE   0 0 17,737
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 2,400,923 31,733 SH   SOLE   0 0 31,733
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 2,373,041 51,387 SH   SOLE   0 0 51,387
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 673,342 10,813 SH   SOLE   0 0 10,813
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 317,660 5,981 SH   SOLE   0 0 5,981
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 12,220,430 155,972 SH   SOLE   0 0 155,972
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 293,706 664 SH   SOLE   0 0 664
VISA INC COM CL A 92826C839 BBG001SRCFY3 928,556 3,910 SH   SOLE   0 0 3,910
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 227,749 7,994 SH   SOLE   0 0 7,994
WALMART INC COM 931142103 BBG001S5XH92 223,491 1,422 SH   SOLE   0 0 1,422
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 210,967 4,943 SH   SOLE   0 0 4,943
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 294,252 4,200 SH   SOLE   0 0 4,200