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
DISNEY WALT CO COM 254687106 49,738 274,524 SH   SOLE   256,301 0 18,224
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,230 40,120 SH   SOLE   39,170 0 950
YUM CHINA HLDGS INC COM 98850P109 213 3,731 SH   SOLE   3,731 0 0
PFIZER INC COM 717081103 19,684 534,752 SH   SOLE   503,028 0 31,724
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,201 19,260 SH   SOLE   19,260 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 534 4,938 SH   SOLE   4,648 0 290
DANAHER CORPORATION COM 235851102 36,668 165,069 SH   SOLE   153,449 0 11,619
ISHARES TR EXPND TEC SC ETF 464287549 62,566 178,846 SH   SOLE   165,911 0 12,935
AMERICAN TOWER CORP NEW COM 03027X100 14,039 62,544 SH   SOLE   58,079 0 4,465
KIMBERLY-CLARK CORP COM 494368103 5,616 41,651 SH   SOLE   39,324 0 2,327
PIMCO ETF TR ACTIVE BD ETF 72201R775 8,013 70,847 SH   SOLE   68,731 0 2,116
ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 19,668 341,690 SH   SOLE   315,774 0 25,916
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 255 2,000 SH   SOLE   2,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 40,365 113,086 SH   SOLE   105,538 0 7,548
VANGUARD INDEX FDS LARGE CAP ETF 922908637 14,242 81,039 SH   SOLE   74,080 0 6,959
AMERICAN EXPRESS CO COM 025816109 16,930 140,020 SH   SOLE   130,753 0 9,267
ABBOTT LABS COM 002824100 24,621 224,870 SH   SOLE   211,821 0 13,049
PEPSICO INC COM 713448108 5,862 39,530 SH   SOLE   37,048 0 2,482
BK OF AMERICA CORP COM 060505104 404 13,338 SH   SOLE   13,338 0 0
COSTCO WHSL CORP NEW COM 22160K105 41,943 111,321 SH   SOLE   104,510 0 6,811
ROSS STORES INC COM 778296103 12,182 99,197 SH   SOLE   91,471 0 7,726
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5,085 75,391 SH   SOLE   70,214 0 5,177
ABIOMED INC COM 003654100 284 877 SH   SOLE   877 0 0
CATERPILLAR INC COM 149123101 337 1,852 SH   SOLE   1,852 0 0
AT&T INC COM 00206R102 451 15,671 SH   SOLE   15,671 0 0
AMAZON COM INC COM 023135106 31,179 9,573 SH   SOLE   9,092 0 481
APPLE INC COM 037833100 111,174 837,848 SH   SOLE   766,044 0 71,804
ISHARES TR 0-5 YR TIPS ETF 46429B747 58,980 564,776 SH   SOLE   530,778 0 33,998
ISHARES TR INTL SEL DIV ETF 464288448 8,456 286,927 SH   SOLE   278,749 0 8,178
MERCK & CO. INC COM 58933Y105 15,894 194,308 SH   SOLE   182,395 0 11,913
QUALCOMM INC COM 747525103 28,490 187,015 SH   SOLE   176,112 0 10,902
COLGATE PALMOLIVE CO COM 194162103 37,981 444,169 SH   SOLE   413,268 0 30,902
ORACLE CORP COM 68389X105 219 3,381 SH   SOLE   3,381 0 0
TEXAS INSTRS INC COM 882508104 367 2,233 SH   SOLE   2,203 0 30
EDWARDS LIFESCIENCES CORP COM 28176E108 707 7,755 SH   SOLE   7,158 0 597
PRICE T ROWE GROUP INC COM 74144T108 242 1,601 SH   SOLE   1,601 0 0
ISHARES TR U.S. MED DVC ETF 464288810 2,397 7,323 SH   SOLE   6,700 0 623
VANGUARD INDEX FDS GROWTH ETF 922908736 53,852 212,570 SH   SOLE   199,313 0 13,257
BOEING CO COM 097023105 1,251 5,846 SH   SOLE   5,089 0 757
PROCTER AND GAMBLE CO COM 742718109 7,026 50,493 SH   SOLE   48,595 0 1,898
SCHWAB CHARLES CORP COM 808513105 1,603 30,224 SH   SOLE   30,224 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,683 41,380 SH   SOLE   38,631 0 2,749
STRYKER CORPORATION COM 863667101 18,718 76,388 SH   SOLE   72,243 0 4,145
WALMART INC COM 931142103 17,736 123,040 SH   SOLE   114,265 0 8,775
INTEL CORP COM 458140100 3,379 67,818 SH   SOLE   67,445 0 373
ISHARES TR GBL COMM SVC ETF 464287275 8,030 108,180 SH   SOLE   103,873 0 4,307
PIMCO ETF TR 1-5 US TIP IDX 72201R205 924 17,049 SH   SOLE   15,850 0 1,199
DUKE ENERGY CORP NEW COM NEW 26441C204 323 3,531 SH   SOLE   3,531 0 0
ISHARES TR MSCI KLD400 SOC 464288570 686 9,590 SH   SOLE   8,852 0 738
ISHARES TR CORE TOTAL USD 46434V613 36,724 672,853 SH   SOLE   636,511 0 36,342
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 26,334 470,004 SH   SOLE   437,785 0 32,219
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 12,365 48,769 SH   SOLE   44,481 0 4,288
FORTIVE CORP COM 34959J108 27,168 383,625 SH   SOLE   357,162 0 26,463
ISHARES TR CORE S&P SCP ETF 464287804 79,499 865,063 SH   SOLE   809,130 0 55,934
CISCO SYS INC COM 17275R102 943 21,062 SH   SOLE   20,812 0 250
EXXON MOBIL CORP COM 30231G102 326 7,902 SH   SOLE   7,902 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 217 2,516 SH   SOLE   2,516 0 0
ISHARES TR GOV/CRED BD ETF 464288596 17,146 136,176 SH   SOLE   128,887 0 7,289
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2,295 25,222 SH   SOLE   23,509 0 1,713
JPMORGAN CHASE & CO COM 46625H100 21,707 170,831 SH   SOLE   160,114 0 10,717
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,188 151,758 SH   SOLE   142,197 0 9,561
ISHARES TR BARCLAYS 7 10 YR 464287440 297 2,472 SH   SOLE   2,472 0 0
ISHARES INC CORE MSCI EMKT 46434G103 55,906 901,132 SH   SOLE   837,269 0 63,863
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 211 907 SH   SOLE   907 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 28,943 570,644 SH   SOLE   536,385 0 34,259
ABBVIE INC COM 00287Y109 207 1,928 SH   SOLE   1,928 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 3,274 27,519 SH   SOLE   26,372 0 1,147
ISHARES TR PFD AND INCM SEC 464288687 2,426 62,993 SH   SOLE   61,262 0 1,731
VONTIER CORPORATION COM 928881101 4,923 147,397 SH   SOLE   137,315 0 10,082
CHEVRON CORP NEW COM 166764100 13,717 162,424 SH   SOLE   152,796 0 9,629
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2,474 8,989 SH   SOLE   8,318 0 671
ISHARES TR CALIF MUN BD ETF 464288356 755 12,022 SH   SOLE   12,022 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 447 3,485 SH   SOLE   3,325 0 160
ISHARES TR CORE DIV GRWTH 46434V621 401 8,952 SH   SOLE   8,420 0 532
ISHARES TR ISHS 5-10YR INVT 464288638 5,912 95,672 SH   SOLE   92,004 0 3,668
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,461 62,038 SH   SOLE   62,038 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 421 2,980 SH   SOLE   2,980 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2,195 25,842 SH   SOLE   24,902 0 940
VISA INC COM CL A 92826C839 37,560 171,718 SH   SOLE   162,000 0 9,718
WISDOMTREE TR US SMALLCAP DIVD 97717W604 8,157 306,659 SH   SOLE   300,529 0 6,130
ISHARES TR RUS 1000 VAL ETF 464287598 260 1,904 SH   SOLE   1,904 0 0
J P MORGAN EXCHANGE-TRADED F BETBULD JAPAN 46641Q712 588 21,008 SH   SOLE   21,008 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8,625 239,505 SH   SOLE   223,111 0 16,394
FACEBOOK INC CL A 30303M102 1,139 4,170 SH   SOLE   4,170 0 0
VIATRIS INC COM 92556V106 1,188 63,409 SH   SOLE   59,676 0 3,733
ISHARES U S ETF TR INT RT HD LONG 46431W812 556 22,282 SH   SOLE   22,282 0 0
TJX COS INC NEW COM 872540109 22,699 332,387 SH   SOLE   311,337 0 21,051
PIMCO ETF TR ENHANCD SHORT 72201R643 2,231 22,145 SH   SOLE   20,510 0 1,635
ZOETIS INC CL A 98978V103 19,518 117,932 SH   SOLE   110,350 0 7,582
MARSH & MCLENNAN COS INC COM 571748102 287 2,449 SH   SOLE   2,449 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 264 1,497 SH   SOLE   1,497 0 0
ISHARES TR US TELECOM ETF 464287713 1,801 59,609 SH   SOLE   57,062 0 2,547
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 397 6,192 SH   SOLE   6,192 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 20,809 321,072 SH   SOLE   301,405 0 19,668
NUVEEN CA QUALTY MUN INCOME COM 67066Y105 457 30,164 SH   SOLE   30,164 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5,459 24,401 SH   SOLE   22,523 0 1,879
CITIGROUP INC COM NEW 172967424 13,365 216,749 SH   SOLE   202,541 0 14,208
VANGUARD WORLD FD MEGA CAP INDEX 921910873 3,570 26,754 SH   SOLE   24,599 0 2,155
ISHARES GOLD TRUST ISHARES 464285105 255 14,041 SH   SOLE   14,041 0 0
ISHARES TR USD INV GRDE ETF 464288620 11,041 178,166 SH   SOLE   169,613 0 8,553
ISHARES TR CORE MSCI INTL 46435G326 269 4,366 SH   SOLE   4,366 0 0
ISHARES TR CORE US AGGBD ET 464287226 187,844 1,589,336 SH   SOLE   1,480,636 0 108,700
HOME DEPOT INC COM 437076102 1,478 5,563 SH   SOLE   5,156 0 407
ISHARES TR CR 5 10 YR ETF 46435G417 17,292 330,152 SH   SOLE   310,688 0 19,463
NVIDIA CORPORATION COM 67066G104 2,535 4,855 SH   SOLE   4,855 0 0
WASTE MGMT INC DEL COM 94106L109 18,467 156,592 SH   SOLE   146,436 0 10,156
LOCKHEED MARTIN CORP COM 539830109 5,809 16,365 SH   SOLE   15,569 0 796
NETFLIX INC COM 64110L106 534 987 SH   SOLE   987 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 17,702 301,302 SH   SOLE   282,641 0 18,662
AMGEN INC COM 031162100 356 1,548 SH   SOLE   1,548 0 0
COCA COLA CO COM 191216100 5,772 105,254 SH   SOLE   101,081 0 4,173
INVESCO QQQ TR UNIT SER 1 46090E103 3,764 11,998 SH   SOLE   11,998 0 0
ECOLAB INC COM 278865100 18,011 83,244 SH   SOLE   77,825 0 5,418
INTERNATIONAL BUSINESS MACHS COM 459200101 547 4,342 SH   SOLE   4,208 0 134
YUM BRANDS INC COM 988498101 405 3,727 SH   SOLE   3,727 0 0
3M CO COM 88579Y101 277 1,587 SH   SOLE   1,571 0 16
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,686 4,906 SH   SOLE   4,196 0 710
TESLA INC COM 88160R101 581 824 SH   SOLE   824 0 0
ISHARES TR CORE S&P MCP ETF 464287507 48,455 210,829 SH   SOLE   195,503 0 15,327
ISHARES TR RUS 1000 ETF 464287622 5,392 25,451 SH   SOLE   24,236 0 1,215
NETEASE INC SPONSORED ADS 64110W102 710 7,415 SH   SOLE   7,415 0 0
UNITED SEC BANCSHARES CALIF COM 911460103 666 94,506 SH   SOLE   94,506 0 0
STARBUCKS CORP COM 855244109 366 3,424 SH   SOLE   3,424 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 714 2,959 SH   SOLE   2,959 0 0
MICROSOFT CORP COM 594918104 36,778 165,353 SH   SOLE   155,351 0 10,002
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 18,480 203,184 SH   SOLE   186,716 0 16,468
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 527 18,831 SH   SOLE   18,831 0 0
ISHARES TR U.S. UTILITS ETF 464287697 48,876 629,843 SH   SOLE   596,266 0 33,577
ADOBE SYSTEMS INCORPORATED COM 00724F101 465 929 SH   SOLE   929 0 0
UNILEVER PLC SPON ADR NEW 904767704 6,193 102,598 SH   SOLE   96,492 0 6,106
MCDONALDS CORP COM 580135101 18,519 86,303 SH   SOLE   80,780 0 5,523
ALPHABET INC CAP STK CL A 02079K305 38,507 21,971 SH   SOLE   20,721 0 1,250
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 2,150 96,485 SH   SOLE   92,189 0 4,296
ISHARES TR CORE 1 5 YR USD 46432F859 23,335 451,884 SH   SOLE   427,618 0 24,266
APPLIED MATLS INC COM 038222105 222 2,574 SH   SOLE   2,574 0 0
CLOROX CO DEL COM 189054109 20,060 99,346 SH   SOLE   93,364 0 5,982
ISHARES TR ISHS 1-5YR INVS 464288646 58,678 1,063,582 SH   SOLE   998,204 0 65,378
VERTEX PHARMACEUTICALS INC COM 92532F100 738 3,121 SH   SOLE   3,121 0 0
HONEYWELL INTL INC COM 438516106 622 2,926 SH   SOLE   2,926 0 0
ISHARES TR MSCI EAFE ETF 464287465 28,114 385,329 SH   SOLE   366,483 0 18,846
WISDOMTREE TR US MIDCAP DIVID 97717W505 9,245 265,596 SH   SOLE   254,901 0 10,695
ALPHABET INC CAP STK CL C 02079K107 2,253 1,286 SH   SOLE   1,245 0 41
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 205 4,088 SH   SOLE   4,088 0 0
ISHARES TR 20 YR TR BD ETF 464287432 319 2,021 SH   SOLE   2,021 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 35,907 706,963 SH   SOLE   660,745 0 46,218
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 26,692 261,581 SH   SOLE   244,042 0 17,539
ISHARES TR CORE S&P500 ETF 464287200 61,770 164,548 SH   SOLE   154,257 0 10,292
XILINX INC COM 983919101 876 6,179 SH   SOLE   6,179 0 0
BAXTER INTL INC COM 071813109 27,480 342,477 SH   SOLE   319,315 0 23,161
ISHARES TR CORE HIGH DV ETF 46429B663 299 3,405 SH   SOLE   3,405 0 0
SPDR SER TR S&P DIVID ETF 78464A763 88,921 839,433 SH   SOLE   790,514 0 48,919
ISHARES TR MSCI USA ESG SLC 464288802 2,129 25,857 SH   SOLE   25,093 0 764
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 673 11,492 SH   SOLE   11,492 0 0
BLACKROCK INC COM 09247X101 880 1,219 SH   SOLE   1,219 0 0
AFLAC INC COM 001055102 13,818 310,729 SH   SOLE   289,076 0 21,653
ISHARES TR SHORT TREAS BD 464288679 946 8,556 SH   SOLE   7,672 0 884
MORGAN STANLEY COM NEW 617446448 290 4,229 SH   SOLE   4,229 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 310 1,464 SH   SOLE   1,464 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1,480 21,700 SH   SOLE   21,445 0 255
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 223 6,740 SH   SOLE   6,740 0 0
JOHNSON & JOHNSON COM 478160104 35,747 227,141 SH   SOLE   212,856 0 14,285