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
PIMCO CALIF MUN INCOME FD II COM 72200M108 88 10,000 SH   SOLE   0 0 10,000
PIMCO CALIF MUN INCOME FD II COM 72201C109 101 10,000 SH   SOLE   0 0 10,000
ZIOPHARM ONCOLOGY INC COM 98973P101 102 31,000 SH   SOLE   0 0 31,000
BANCO SANTANDER S.A. ADR 05964H105 119 49,401 SH   SOLE   0 0 49,401
SANDSTORM GOLD LTD COM NEW 80013R206 147 15,255 SH   SOLE   0 0 15,255
NORDSTROM INC COM 655664100 169 10,900 SH   SOLE   0 0 10,900
NUVEEN CALIF MUN VALUE FD IN COM 67062C107 170 16,618 SH   SOLE   0 0 16,618
ABERDEEN STD PALLADIUM ETF T PHYSCL PALLADM 003262102 203 1,110 SH   SOLE   0 0 1,110
CITIGROUP INC COM NEW 172967424 204 4,000 SH   SOLE   0 0 4,000
INTUITIVE SURGICAL INC COM NEW 46120E602 205 360 SH   SOLE   0 0 360
ISHARES TR S&P 500 GRWT ETF 464287309 206 993 SH   SOLE   0 0 993
HANNON ARMSTRONG SUST INFR C COM 41068X100 211 7,406 SH   SOLE   0 0 7,406
APPLIED MATLS INC COM 038222105 212 3,500 SH   SOLE   0 0 3,500
CORTEVA INC COM 22052L104 214 8,000 SH   SOLE   0 0 8,000
DOMINION ENERGY INC COM 25746U109 236 2,905 SH   SOLE   0 0 2,905
DOW INC COM 260557103 240 5,879 SH   SOLE   0 0 5,879
QUALCOMM INC COM 747525103 247 2,706 SH   SOLE   0 0 2,706
NEWMONT CORP COM 651639106 247 4,007 SH   SOLE   0 0 4,007
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 249 8,180 SH   SOLE   0 0 8,180
TRANE TECHNOLOGIES PLC SHS G8994E103 267 3,000 SH   SOLE   0 0 3,000
ALLIANT ENERGY CORP COM 018802108 268 5,600 SH   SOLE   0 0 5,600
AT&T INC COM 00206R102 277 9,157 SH   SOLE   0 0 9,157
SOUTHERN CO COM 842587107 282 5,432 SH   SOLE   0 0 5,432
ISHARES TR CORE S&P US VLU 464287663 287 5,495 SH   SOLE   0 0 5,495
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 294 3,073 SH   SOLE   0 0 3,073
EATON CORP PLC SHS G29183103 294 3,365 SH   SOLE   0 0 3,365
GOLDMAN SACHS GROUP INC COM 38141G104 296 1,500 SH   SOLE   0 0 1,500
UNITED RENTALS INC COM 911363109 298 2,000 SH   SOLE   0 0 2,000
ISHARES TR PFD AND INCM SEC 464288687 298 8,602 SH   SOLE   0 0 8,602
GENERAL ELECTRIC CO COM 369604103 299 43,787 SH   SOLE   0 0 43,787
CSX CORP COM 126408103 300 4,307 SH   SOLE   0 0 4,307
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 309 3,252 SH   SOLE   0 0 3,252
PACCAR INC COM 693718108 315 4,215 SH   SOLE   0 0 4,215
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 316 4,000 SH   SOLE   0 0 4,000
CARRIER GLOBAL CORPORATION COM 14448C104 316 14,239 SH   SOLE   0 0 14,239
PHILLIPS 66 COM 718546104 321 4,471 SH   SOLE   0 0 4,471
NVR INC COM 62944T105 326 100 SH   SOLE   0 0 100
CARMAX INC COM 143130102 340 3,800 SH   SOLE   0 0 3,800
ESSENTIAL UTILS INC COM 29670G102 345 8,168 SH   SOLE   0 0 8,168
STATE STR CORP COM 857477103 369 5,800 SH   SOLE   0 0 5,800
FEDEX CORP COM 31428X106 387 2,757 SH   SOLE   0 0 2,757
OTIS WORLDWIDE CORP COM 68902V107 405 7,117 SH   SOLE   0 0 7,117
TELEDYNE TECHNOLOGIES INC COM 879360105 413 1,328 SH   SOLE   0 0 1,328
ISHARES TR MSCI EMG MKT ETF 464287234 438 10,960 SH   SOLE   0 0 10,960
PAYCHEX INC COM 704326107 444 5,864 SH   SOLE   0 0 5,864
CIGNA CORP NEW COM 125523100 446 2,379 SH   SOLE   0 0 2,379
SALESFORCE COM INC COM 79466L302 447 2,385 SH   SOLE   0 0 2,385
WELLS FARGO CO NEW COM 949746101 458 17,907 SH   SOLE   0 0 17,907
ISHARES TR CORE S&P MCP ETF 464287507 460 2,587 SH   SOLE   0 0 2,587
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 461 14,101 SH   SOLE   0 0 14,101
CONOCOPHILLIPS COM 20825C104 482 11,468 SH   SOLE   0 0 11,468
SPDR SER TR S&P 400 MDCP GRW 78464A821 488 9,076 SH   SOLE   0 0 9,076
DOLLAR TREE INC COM 256746108 503 5,427 SH   SOLE   0 0 5,427
CAMPBELL SOUP CO COM 134429109 504 10,150 SH   SOLE   0 0 10,150
WALGREENS BOOTS ALLIANCE INC COM 931427108 508 11,981 SH   SOLE   0 0 11,981
VANGUARD INDEX FDS SMALL CP ETF 922908751 512 3,512 SH   SOLE   0 0 3,512
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 518 12,697 SH   SOLE   0 0 12,697
GILEAD SCIENCES INC COM 375558103 527 6,855 SH   SOLE   0 0 6,855
SCHWAB STRATEGIC TR US TIPS ETF 808524870 540 9,000 SH   SOLE   0 0 9,000
VANGUARD INDEX FDS SML CP GRW ETF 922908595 550 2,757 SH   SOLE   0 0 2,757
VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 565 14,559 SH   SOLE   0 0 14,559
GENERAL MLS INC COM 370334104 569 9,225 SH   SOLE   0 0 9,225
VANGUARD INDEX FDS SM CP VAL ETF 922908611 577 5,395 SH   SOLE   0 0 5,395
UNILEVER PLC SPON ADR NEW 904767704 578 10,539 SH   SOLE   0 0 10,539
DUPONT DE NEMOURS INC COM 26614N102 593 11,166 SH   SOLE   0 0 11,166
VANGUARD BD INDEX FDS INTERMED TERM 921937819 630 6,762 SH   SOLE   0 0 6,762
BERKSHIRE HATHAWAY INC DEL CL A 084670108 647 2 SH   SOLE   0 0 2
NEXTERA ENERGY INC COM 65339F101 665 2,770 SH   SOLE   0 0 2,770
ISHARES TR RUSSELL 2000 ETF 464287655 670 4,678 SH   SOLE   0 0 4,678
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 683 17,235 SH   SOLE   0 0 17,235
NUVEEN CA QUALTY MUN INCOME COM 67066Y105 693 48,541 SH   SOLE   0 0 48,541
SCHWAB CHARLES CORP COM 808513105 716 21,232 SH   SOLE   0 0 21,232
HERSHEY CO COM 427866108 726 5,600 SH   SOLE   0 0 5,600
DANAHER CORPORATION COM 235851102 728 4,115 SH   SOLE   0 0 4,115
WEYERHAEUSER CO MTN BE COM NEW 962166104 762 33,949 SH   SOLE   0 0 33,949
HUMANA INC COM 444859102 776 2,000 SH   SOLE   0 0 2,000
ZIMMER BIOMET HOLDINGS INC COM 98956P102 781 6,540 SH   SOLE   0 0 6,540
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 800 2,464 SH   SOLE   0 0 2,464
GENUINE PARTS CO COM 372460105 819 9,417 SH   SOLE   0 0 9,417
TESLA INC COM 88160R101 821 760 SH   SOLE   0 0 760
CANADIAN PAC RY LTD COM 13645T100 824 3,228 SH   SOLE   0 0 3,228
LOCKHEED MARTIN CORP COM 539830109 835 2,289 SH   SOLE   0 0 2,289
BK OF AMERICA CORP COM 060505104 880 37,044 SH   SOLE   0 0 37,044
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 910 7,769 SH   SOLE   0 0 7,769
STARBUCKS CORP COM 855244109 929 12,623 SH   SOLE   0 0 12,623
AMERICAN ELEC PWR CO INC COM 025537101 934 11,729 SH   SOLE   0 0 11,729
TJX COS INC NEW COM 872540109 956 18,918 SH   SOLE   0 0 18,918
CVB FINL CORP COM 126600105 963 51,371 SH   SOLE   0 0 51,371
TARGET CORP COM 87612E106 966 8,053 SH   SOLE   0 0 8,053
VANECK VECTORS ETF TR BIOTECH ETF 92189F726 978 6,000 SH   SOLE   0 0 6,000
REALTY INCOME CORP COM 756109104 981 16,482 SH   SOLE   0 0 16,482
PRICE T ROWE GROUP INC COM 74144T108 1,019 8,250 SH   SOLE   0 0 8,250
CATERPILLAR INC DEL COM 149123101 1,059 8,373 SH   SOLE   0 0 8,373
MARKEL CORP COM 570535104 1,062 1,150 SH   SOLE   0 0 1,150
MEDTRONIC PLC SHS G5960L103 1,073 11,703 SH   SOLE   0 0 11,703
ILLINOIS TOOL WKS INC COM 452308109 1,083 6,194 SH   SOLE   0 0 6,194
NORTHROP GRUMMAN CORP COM 666807102 1,089 3,544 SH   SOLE   0 0 3,544
AMERICAN EXPRESS CO COM 025816109 1,101 11,567 SH   SOLE   0 0 11,567
ORACLE CORP COM 68389X105 1,158 20,953 SH   SOLE   0 0 20,953
UNILEVER N V N Y SHS NEW 904784709 1,229 23,074 SH   SOLE   0 0 23,074
ISHARES TR NATIONAL MUN ETF 464288414 1,243 10,768 SH   SOLE   0 0 10,768
UNITED PARCEL SERVICE INC CL B 911312106 1,297 11,663 SH   SOLE   0 0 11,663
ALTRIA GROUP INC COM 02209S103 1,307 33,311 SH   SOLE   0 0 33,311
MERCK & CO. INC COM 58933Y105 1,313 16,979 SH   SOLE   0 0 16,979
BOEING CO COM 097023105 1,316 7,177 SH   SOLE   0 0 7,177
ISHARES TR U.S. MED DVC ETF 464288810 1,349 5,094 SH   SOLE   0 0 5,094
ECOLAB INC COM 278865100 1,391 6,990 SH   SOLE   0 0 6,990
AUTOMATIC DATA PROCESSING IN COM 053015103 1,401 9,413 SH   SOLE   0 0 9,413
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1,457 5,650 SH   SOLE   0 0 5,650
ISHARES TR TIPS BD ETF 464287176 1,472 11,966 SH   SOLE   0 0 11,966
PHILIP MORRIS INTL INC COM 718172109 1,507 21,512 SH   SOLE   0 0 21,512
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 1,616 21,547 SH   SOLE   0 0 21,547
ROSS STORES INC COM 778296103 1,675 19,648 SH   SOLE   0 0 19,648
COLGATE PALMOLIVE CO COM 194162103 1,685 23,001 SH   SOLE   0 0 23,001
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1,703 20,491 SH   SOLE   0 0 20,491
PROGRESSIVE CORP OHIO COM 743315103 1,732 21,625 SH   SOLE   0 0 21,625
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,750 22,284 SH   SOLE   0 0 22,284
LILLY ELI & CO COM 532457108 1,762 10,733 SH   SOLE   0 0 10,733
MONDELEZ INTL INC CL A 609207105 1,764 34,508 SH   SOLE   0 0 34,508
FASTENAL CO COM 311900104 1,768 41,280 SH   SOLE   0 0 41,280
VANGUARD INDEX FDS MID CAP ETF 922908629 1,804 11,004 SH   SOLE   0 0 11,004
ISHARES TR CORE S&P500 ETF 464287200 1,969 6,359 SH   SOLE   0 0 6,359
FISERV INC COM 337738108 2,116 21,672 SH   SOLE   0 0 21,672
INTERNATIONAL BUSINESS MACHS COM 459200101 2,185 18,094 SH   SOLE   0 0 18,094
LINDE PLC SHS G5494J103 2,206 10,400 SH   SOLE   0 0 10,400
SYSCO CORP COM 871829107 2,278 41,668 SH   SOLE   0 0 41,668
COCA COLA CO COM 191216100 2,372 53,085 SH   SOLE   0 0 53,085
ROKU INC COM CL A 77543R102 2,525 21,668 SH   SOLE   0 0 21,668
KIMBERLY CLARK CORP COM 494368103 2,549 18,035 SH   SOLE   0 0 18,035
SMUCKER J M CO COM NEW 832696405 2,795 26,418 SH   SOLE   0 0 26,418
DIAGEO P L C SPON ADR NEW 25243Q205 2,818 20,966 SH   SOLE   0 0 20,966
MADISON SQUARE GRDN SPRT COR CL A 55825T103 2,873 19,559 SH   SOLE   0 0 19,559
CLOROX CO DEL COM 189054109 2,920 13,310 SH   SOLE   0 0 13,310
LOWES COS INC COM 548661107 2,950 21,831 SH   SOLE   0 0 21,831
NIKE INC CL B 654106103 3,063 31,244 SH   SOLE   0 0 31,244
BECTON DICKINSON & CO COM 075887109 3,116 13,022 SH   SOLE   0 0 13,022
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,250 10,539 SH   SOLE   0 0 10,539
HONEYWELL INTL INC COM 438516106 3,348 23,156 SH   SOLE   0 0 23,156
UNITEDHEALTH GROUP INC COM 91324P102 3,350 11,358 SH   SOLE   0 0 11,358
WALMART INC COM 931142103 3,680 30,725 SH   SOLE   0 0 30,725
INVESCO QQQ TR UNIT SER 1 46090E103 4,048 16,350 SH   SOLE   0 0 16,350
FACEBOOK INC CL A 30303M102 4,091 18,017 SH   SOLE   0 0 18,017
DEERE & CO COM 244199105 4,327 27,534 SH   SOLE   0 0 27,534
NORFOLK SOUTHERN CORP COM 655844108 4,466 25,438 SH   SOLE   0 0 25,438
HOME DEPOT INC COM 437076102 4,585 18,301 SH   SOLE   0 0 18,301
CYBERARK SOFTWARE LTD SHS M2682V108 4,769 48,041 SH   SOLE   0 0 48,041
CUMMINS INC COM 231021106 4,899 28,277 SH   SOLE   0 0 28,277
JPMORGAN CHASE & CO COM 46625H100 4,900 52,098 SH   SOLE   0 0 52,098
PAYPAL HLDGS INC COM 70450Y103 5,161 29,624 SH   SOLE   0 0 29,624
VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,225 33,383 SH   SOLE   0 0 33,383
EMERSON ELEC CO COM 291011104 5,392 86,918 SH   SOLE   0 0 86,918
BRISTOL-MYERS SQUIBB CO COM 110122108 5,574 94,803 SH   SOLE   0 0 94,803
EPAM SYS INC COM 29414B104 5,785 22,954 SH   SOLE   0 0 22,954
MOODYS CORP COM 615369105 6,168 22,450 SH   SOLE   0 0 22,450
VANGUARD WORLD FDS UTILITIES ETF 92204A876 6,278 50,763 SH   SOLE   0 0 50,763
ETSY INC COM 29786A106 6,753 63,566 SH   SOLE   0 0 63,566
AVALARA INC COM 05338G106 6,934 52,099 SH   SOLE   0 0 52,099
KKR & CO INC COM 48251W104 7,127 230,783 SH   SOLE   0 0 230,783
COSTCO WHSL CORP NEW COM 22160K105 7,639 25,193 SH   SOLE   0 0 25,193
UNION PAC CORP COM 907818108 7,848 46,420 SH   SOLE   0 0 46,420
VANGUARD STAR FDS VG TL INTL STK F 921909768 8,217 167,120 SH   SOLE   0 0 167,120
INTEL CORP COM 458140100 8,225 137,478 SH   SOLE   0 0 137,478
AMERICAN TOWER CORP NEW COM 03027X100 8,343 32,271 SH   SOLE   0 0 32,271
EXXON MOBIL CORP COM 30231G102 8,370 187,165 SH   SOLE   0 0 187,165
RAYTHEON TECHNOLOGIES CORP COM 75513E101 8,596 139,502 SH   SOLE   0 0 139,502
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,096 42,168 SH   SOLE   0 0 42,168
ISHARES TR 1 3 YR TREAS BD 464287457 9,221 106,469 SH   SOLE   0 0 106,469
PFIZER INC COM 717081103 9,519 291,115 SH   SOLE   0 0 291,115
CHEVRON CORP NEW COM 166764100 10,134 113,568 SH   SOLE   0 0 113,568
VERIZON COMMUNICATIONS INC COM 92343V104 10,537 191,126 SH   SOLE   0 0 191,126
AMGEN INC COM 031162100 10,748 45,571 SH   SOLE   0 0 45,571
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10,895 138,291 SH   SOLE   0 0 138,291
ISHARES TR SHORT TREAS BD 464288679 11,717 105,803 SH   SOLE   0 0 105,803
NOVARTIS AG SPONSORED ADR 66987V109 12,645 144,779 SH   SOLE   0 0 144,779
ABBVIE INC COM 00287Y109 12,658 128,928 SH   SOLE   0 0 128,928
WORKDAY INC CL A 98138H101 12,688 67,722 SH   SOLE   0 0 67,722
MCDONALDS CORP COM 580135101 12,711 68,907 SH   SOLE   0 0 68,907
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 12,868 155,669 SH   SOLE   0 0 155,669
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 12,946 261,279 SH   SOLE   0 0 261,279
AUTODESK INC COM 052769106 13,197 55,173 SH   SOLE   0 0 55,173
CISCO SYS INC COM 17275R102 13,895 297,921 SH   SOLE   0 0 297,921
DISNEY WALT CO COM DISNEY 254687106 14,721 132,018 SH   SOLE   0 0 132,018
PEPSICO INC COM 713448108 15,114 114,275 SH   SOLE   0 0 114,275
3M CO COM 88579Y101 15,779 101,153 SH   SOLE   0 0 101,153
ISHARES TR BARCLAYS 7 10 YR 464287440 16,366 134,289 SH   SOLE   0 0 134,289
GOLD TRUST ISHARES 464285105 16,483 970,178 SH   SOLE   0 0 970,178
VISA INC COM CL A 92826C839 16,861 87,284 SH   SOLE   0 0 87,284
MASTERCARD INCORPORATED CL A 57636Q104 16,878 57,080 SH   SOLE   0 0 57,080
ALPHABET INC CAP STK CL C 02079K107 18,157 12,845 SH   SOLE   0 0 12,845
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,924 128,420 SH   SOLE   0 0 128,420
ABBOTT LABS COM 002824100 23,976 262,231 SH   SOLE   0 0 262,231
JOHNSON & JOHNSON COM 478160104 24,475 174,035 SH   SOLE   0 0 174,035
ALPHABET INC CAP STK CL A 02079K305 25,406 17,916 SH   SOLE   0 0 17,916
TEXAS INSTRS INC COM 882508104 26,786 210,965 SH   SOLE   0 0 210,965
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 28,928 327,460 SH   SOLE   0 0 327,460
AMAZON COM INC COM 023135106 39,926 14,472 SH   SOLE   0 0 14,472
APPLE INC COM 037833100 56,507 154,899 SH   SOLE   0 0 154,899
MICROSOFT CORP COM 594918104 62,393 306,584 SH   SOLE   0 0 306,584
PROCTER AND GAMBLE CO COM 742718109 330,756 2,766,209 SH   SOLE   0 0 2,766,209