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
DANAHER CORPORATION COM 235851102 48,824 148,397 SH   SOLE   137,879 0 10,518
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2,061 69,569 SH   SOLE   68,061 0 1,508
YUM CHINA HLDGS INC COM 98850P109 204 4,090 SH   SOLE   3,273 0 817
AMERICAN TOWER CORP NEW COM 03027X100 22,147 75,718 SH   SOLE   70,285 0 5,433
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,026 16,899 SH   SOLE   16,899 0 0
GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 10,830 354,736 SH   SOLE   333,254 0 21,482
ISHARES TR SHRT NAT MUN ETF 464288158 419 3,900 SH   SOLE   3,447 0 453
PFIZER INC COM 717081103 34,422 582,929 SH   SOLE   548,356 0 34,573
DISNEY WALT CO COM 254687106 39,871 257,416 SH   SOLE   239,942 0 17,474
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 337 7,077 SH   SOLE   7,077 0 0
ISHARES TR EXPND TEC SC ETF 464287549 71,215 162,214 SH   SOLE   150,286 0 11,928
DEERE & CO COM 244199105 238 693 SH   SOLE   693 0 0
KIMBERLY-CLARK CORP COM 494368103 6,609 46,241 SH   SOLE   43,602 0 2,639
PIMCO ETF TR ACTIVE BD ETF 72201R775 8,252 75,424 SH   SOLE   72,254 0 3,170
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 301 1,850 SH   SOLE   1,850 0 0
ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 20,434 332,529 SH   SOLE   308,545 0 23,984
MASTERCARD INCORPORATED CL A 57636Q104 42,614 118,596 SH   SOLE   110,658 0 7,938
EVERSOURCE ENERGY COM 30040W108 382 4,196 SH   SOLE   4,196 0 0
ISHARES TR TIPS BD ETF 464287176 324 2,511 SH   SOLE   2,511 0 0
BK OF AMERICA CORP COM 060505104 575 12,922 SH   SOLE   7,205 0 5,717
VANGUARD INDEX FDS LARGE CAP ETF 922908637 15,381 69,593 SH   SOLE   63,094 0 6,499
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 249 3,209 SH   SOLE   3,209 0 0
COSTCO WHSL CORP NEW COM 22160K105 61,191 107,788 SH   SOLE   100,838 0 6,950
PEPSICO INC COM 713448108 6,838 39,367 SH   SOLE   35,681 0 3,686
J P MORGAN EXCHANGE-TRADED F BETABULDRS JAPAN 46641Q217 526 9,553 SH   SOLE   9,553 0 0
BLACKSTONE INC COM 09260D107 29,995 231,820 SH   SOLE   217,177 0 14,643
ABBOTT LABS COM 002824100 31,760 225,665 SH   SOLE   212,536 0 13,130
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5,718 74,148 SH   SOLE   69,253 0 4,895
ROSS STORES INC COM 778296103 12,111 105,980 SH   SOLE   97,491 0 8,489
AMERICAN EXPRESS CO COM 025816109 24,770 151,403 SH   SOLE   142,330 0 9,074
AMAZON COM INC COM 023135106 50,362 15,104 SH   SOLE   14,323 0 781
SOUTHWEST AIRLS CO COM 844741108 16,061 374,902 SH   SOLE   352,237 0 22,665
TRINET GROUP INC COM 896288107 554 5,820 SH   SOLE   5,820 0 0
XCEL ENERGY INC COM 98389B100 309 4,558 SH   SOLE   4,558 0 0
LOWES COS INC COM 548661107 229 886 SH   SOLE   886 0 0
TRAVELERS COMPANIES INC COM 89417E109 264 1,685 SH   SOLE   4 0 1,681
TARGET CORP COM 87612E106 23,983 103,625 SH   SOLE   97,592 0 6,033
ISHARES TR 0-5 YR TIPS ETF 46429B747 71,900 679,067 SH   SOLE   636,439 0 42,628
QUALCOMM INC COM 747525103 33,081 180,900 SH   SOLE   170,757 0 10,143
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 248 682 SH   SOLE   682 0 0
ISHARES TR INTL SEL DIV ETF 464288448 10,471 335,840 SH   SOLE   327,530 0 8,310
PRUDENTIAL FINL INC COM 744320102 957 8,843 SH   SOLE   8,843 0 0
CATERPILLAR INC COM 149123101 262 1,267 SH   SOLE   1,267 0 0
APPLE INC COM 037833100 153,244 863,006 SH   SOLE   776,420 0 86,586
ABIOMED INC COM 003654100 279 777 SH   SOLE   777 0 0
PROCTER AND GAMBLE CO COM 742718109 9,191 56,184 SH   SOLE   54,224 0 1,960
REALTY INCOME CORP COM 756109104 215 3,000 SH   SOLE   3,000 0 0
SCHWAB CHARLES CORP COM 808513105 2,424 28,828 SH   SOLE   11,318 0 17,510
BOEING CO COM 097023105 1,101 5,470 SH   SOLE   4,808 0 662
COLGATE PALMOLIVE CO COM 194162103 41,100 481,602 SH   SOLE   447,008 0 34,594
ORACLE CORP COM 68389X105 345 3,956 SH   SOLE   3,956 0 0
ISHARES TR U.S. MED DVC ETF 464288810 2,338 35,504 SH   SOLE   32,592 0 2,912
TEXAS INSTRS INC COM 882508104 339 1,801 SH   SOLE   1,801 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 62,291 194,112 SH   SOLE   181,592 0 12,520
INTERCONTINENTAL EXCHANGE IN COM 45866F104 24,326 177,862 SH   SOLE   166,923 0 10,939
EDWARDS LIFESCIENCES CORP COM 28176E108 1,005 7,755 SH   SOLE   7,173 0 582
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,379 33,000 SH   SOLE   30,315 0 2,685
STRYKER CORPORATION COM 863667101 21,181 79,204 SH   SOLE   74,697 0 4,507
PRICE T ROWE GROUP INC COM 74144T108 249 1,264 SH   SOLE   1,264 0 0
TRUIST FINL CORP COM 89832Q109 207 3,528 SH   SOLE   3,528 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20,072 166,833 SH   SOLE   157,291 0 9,542
ISHARES TR CORE TOTAL USD 46434V613 40,978 774,185 SH   SOLE   733,967 0 40,218
PIMCO ETF TR 1-5 US TIP IDX 72201R205 664 12,033 SH   SOLE   11,712 0 321
ISHARES TR GBL COMM SVC ETF 464287275 7,597 92,392 SH   SOLE   88,813 0 3,579
ISHARES U S ETF TR INT RT HDG C B 46431W705 256 2,673 SH   SOLE   2,673 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 497 4,739 SH   SOLE   4,739 0 0
ISHARES TR MSCI KLD400 SOC 464288570 815 8,774 SH   SOLE   7,999 0 775
INTEL CORP COM 458140100 2,928 56,854 SH   SOLE   56,854 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 49,023 909,514 SH   SOLE   877,795 0 31,720
WALMART INC COM 931142103 18,982 131,193 SH   SOLE   121,674 0 9,520
NIKE INC CL B 654106103 24,152 144,912 SH   SOLE   135,882 0 9,030
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 14,297 44,123 SH   SOLE   40,229 0 3,894
FORTIVE CORP COM 34959J108 34,822 456,448 SH   SOLE   424,407 0 32,040
ISHARES TR CORE S&P SCP ETF 464287804 87,173 761,266 SH   SOLE   709,578 0 51,688
ISHARES TR GOV/CRED BD ETF 464288596 19,177 157,798 SH   SOLE   150,039 0 7,759
JPMORGAN CHASE & CO COM 46625H100 25,758 162,667 SH   SOLE   148,877 0 13,791
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4,691 41,514 SH   SOLE   40,060 0 1,454
CISCO SYS INC COM 17275R102 1,400 22,093 SH   SOLE   22,093 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 284 2,466 SH   SOLE   2,466 0 0
ABBVIE INC COM 00287Y109 488 3,606 SH   SOLE   3,606 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 32,408 638,835 SH   SOLE   601,954 0 36,882
CHEVRON CORP NEW COM 166764100 4,265 36,344 SH   SOLE   31,600 0 4,745
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 9,939 117,701 SH   SOLE   110,687 0 7,014
T-MOBILE US INC COM 872590104 656 5,659 SH   SOLE   5,659 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 3,621 24,611 SH   SOLE   23,224 0 1,387
ISHARES TR PFD AND INCM SEC 464288687 3,005 76,209 SH   SOLE   74,439 0 1,770
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,320 27,826 SH   SOLE   26,521 0 1,305
ISHARES INC CORE MSCI EMKT 46434G103 58,685 980,378 SH   SOLE   904,401 0 75,977
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2,413 7,084 SH   SOLE   6,447 0 636
ISHARES TR CALIF MUN BD ETF 464288356 1,283 20,578 SH   SOLE   20,578 0 0
PROLOGIS INC. COM 74340W103 536 3,181 SH   SOLE   3,181 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 533 3,256 SH   SOLE   3,140 0 116
GLOBAL X FDS US INFR DEV ETF 37954Y673 217 7,544 SH   SOLE   7,544 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 533 3,104 SH   SOLE   3,104 0 0
ISHARES TR CORE DIV GRWTH 46434V621 460 8,276 SH   SOLE   8,040 0 237
ISHARES TR ISHS 5-10YR INVT 464288638 6,016 101,496 SH   SOLE   97,929 0 3,567
PALANTIR TECHNOLOGIES INC CL A 69608A108 8,287 455,095 SH   SOLE   455,095 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,277 28,248 SH   SOLE   27,261 0 987
VISA INC COM CL A 92826C839 41,969 193,666 SH   SOLE   182,180 0 11,486
NXP SEMICONDUCTORS N V COM N6596X109 1,198 5,261 SH   SOLE   5,261 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 9,189 279,646 SH   SOLE   274,255 0 5,391
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6,459 166,158 SH   SOLE   154,409 0 11,749
ISHARES TR RUS 1000 VAL ETF 464287598 218 1,301 SH   SOLE   1,301 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5,797 21,759 SH   SOLE   20,214 0 1,545
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 367 6,075 SH   SOLE   6,075 0 0
ISHARES U S ETF TR INT RT HD LONG 46431W812 725 29,204 SH   SOLE   29,204 0 0
TJX COS INC NEW COM 872540109 26,350 347,080 SH   SOLE   325,201 0 21,878
MARSH & MCLENNAN COS INC COM 571748102 382 2,199 SH   SOLE   2,199 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 338 1,372 SH   SOLE   1,372 0 0
ZOETIS INC CL A 98978V103 29,540 121,049 SH   SOLE   113,580 0 7,469
PIMCO ETF TR ENHANCD SHORT 72201R643 3,659 36,527 SH   SOLE   34,156 0 2,371
ISHARES TR CORE S&P TTL STK 464287150 417 3,901 SH   SOLE   3,901 0 0
ISHARES TR US TELECOM ETF 464287713 2,037 61,891 SH   SOLE   58,103 0 3,789
LILLY ELI & CO COM 532457108 544 1,971 SH   SOLE   1,971 0 0
HOME DEPOT INC COM 437076102 2,819 6,793 SH   SOLE   6,212 0 581
ISHARES TR USD INV GRDE ETF 464288620 12,268 205,350 SH   SOLE   196,387 0 8,963
CITIGROUP INC COM NEW 172967424 15,189 251,507 SH   SOLE   235,327 0 16,180
ISHARES TR CORE MSCI INTL 46435G326 295 4,366 SH   SOLE   4,366 0 0
PUBLIC STORAGE COM 74460D109 267 714 SH   SOLE   714 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,016 4,206 SH   SOLE   4,206 0 0
ISHARES TR CR 5 10 YR ETF 46435G417 18,887 374,859 SH   SOLE   355,691 0 19,168
ISHARES TR CORE US AGGBD ET 464287226 184,043 1,613,276 SH   SOLE   1,494,350 0 118,926
ISHARES TR ESG AWR MSCI USA 46435G425 382 3,538 SH   SOLE   3,373 0 165
DBX ETF TR XTRCKR MSCI US 233051150 468 10,553 SH   SOLE   10,553 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 9,349 55,621 SH   SOLE   51,613 0 4,009
ISHARES GOLD TR ISHARES NEW 464285204 220 6,318 SH   SOLE   6,042 0 276
YUM BRANDS INC COM 988498101 553 3,982 SH   SOLE   3,143 0 839
UNITEDHEALTH GROUP INC COM 91324P102 1,107 2,204 SH   SOLE   2,204 0 0
ECOLAB INC COM 278865100 21,192 90,335 SH   SOLE   84,458 0 5,877
ASML HOLDING N V N Y REGISTRY SHS N07059210 325 408 SH   SOLE   408 0 0
COCA COLA CO COM 191216100 6,066 102,455 SH   SOLE   98,990 0 3,465
WASTE MGMT INC DEL COM 94106L109 26,840 160,817 SH   SOLE   150,451 0 10,366
INTERNATIONAL BUSINESS MACHS COM 459200101 487 3,641 SH   SOLE   1,472 0 2,169
AMGEN INC COM 031162100 308 1,371 SH   SOLE   1,371 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 7,382 18,554 SH   SOLE   12,257 0 6,297
LOCKHEED MARTIN CORP COM 539830109 5,887 16,564 SH   SOLE   15,776 0 788
NVIDIA CORPORATION COM 67066G104 3,330 11,322 SH   SOLE   11,322 0 0
3M CO COM 88579Y101 235 1,323 SH   SOLE   1,323 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,883 4,314 SH   SOLE   3,648 0 666
NETFLIX INC COM 64110L106 573 951 SH   SOLE   951 0 0
CAPITAL ONE FINL CORP COM 14040H105 19,098 131,632 SH   SOLE   124,026 0 7,606
TESLA INC COM 88160R101 433 410 SH   SOLE   410 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 17,500 336,792 SH   SOLE   315,213 0 21,579
ISHARES TR RUS 1000 ETF 464287622 5,473 20,696 SH   SOLE   19,726 0 971
STARBUCKS CORP COM 855244109 281 2,403 SH   SOLE   2,403 0 0
MICROSOFT CORP COM 594918104 58,779 174,770 SH   SOLE   163,821 0 10,949
ISHARES TR CORE MSCI EAFE 46432F842 202 2,701 SH   SOLE   2,701 0 0
ISHARES TR CORE S&P MCP ETF 464287507 56,777 200,570 SH   SOLE   185,773 0 14,797
SPDR SER TR PORTFOLIO AGRGTE 78464A649 3,188 107,613 SH   SOLE   103,016 0 4,597
ISHARES TR DOW JONES US ETF 464287846 233 1,980 SH   SOLE   1,980 0 0
NETEASE INC SPONSORED ADS 64110W102 388 3,815 SH   SOLE   3,815 0 0
UNITED SEC BANCSHARES CALIF COM 911460103 767 94,506 SH   SOLE   94,506 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21,283 186,992 SH   SOLE   170,956 0 16,036
NORTHROP GRUMMAN CORP COM 666807102 905 2,338 SH   SOLE   2,338 0 0
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 766 27,452 SH   SOLE   20,792 0 6,660
ADOBE SYSTEMS INCORPORATED COM 00724F101 237 418 SH   SOLE   418 0 0
MERCK & CO INC COM 58933Y105 17,724 231,263 SH   SOLE   217,273 0 13,990
ISHARES TR U.S. UTILITS ETF 464287697 59,998 678,477 SH   SOLE   643,014 0 35,462
ISHARES TR RUS 1000 GRW ETF 464287614 915 2,995 SH   SOLE   2,995 0 0
UNILEVER PLC SPON ADR NEW 904767704 5,786 107,568 SH   SOLE   101,013 0 6,555
META PLATFORMS INC CL A 30303M102 1,074 3,192 SH   SOLE   3,192 0 0
MCDONALDS CORP COM 580135101 24,351 90,840 SH   SOLE   84,541 0 6,299
ALPHABET INC CAP STK CL A 02079K305 53,198 18,363 SH   SOLE   17,265 0 1,098
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 2,395 108,358 SH   SOLE   103,534 0 4,824
GENERAL MTRS CO COM 37045V100 577 9,838 SH   SOLE   9,838 0 0
ISHARES TR CORE 1 5 YR USD 46432F859 25,376 503,184 SH   SOLE   477,156 0 26,028
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 376 2,666 SH   SOLE   2,666 0 0
MCCORMICK & CO INC COM NON VTG 579780206 208 2,150 SH   SOLE   2,150 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409 208 2,870 SH   SOLE   2,870 0 0
APPLIED MATLS INC COM 038222105 352 2,234 SH   SOLE   2,234 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 68,204 1,265,858 SH   SOLE   1,188,205 0 77,653
ISHARES TR MSCI EAFE ETF 464287465 32,311 410,667 SH   SOLE   390,559 0 20,109
WISDOMTREE TR US MIDCAP DIVID 97717W505 10,547 237,763 SH   SOLE   227,774 0 9,989
HONEYWELL INTL INC COM 438516106 571 2,740 SH   SOLE   2,740 0 0
CALIFORNIA BANCORP INC COM 13005U101 557 26,250 SH   SOLE   26,250 0 0
ALPHABET INC CAP STK CL C 02079K107 4,690 1,621 SH   SOLE   1,583 0 38
CLOROX CO DEL COM 189054109 1,009 5,786 SH   SOLE   4,754 0 1,032
VERTEX PHARMACEUTICALS INC COM 92532F100 678 3,087 SH   SOLE   3,087 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 24,401 483,383 SH   SOLE   452,788 0 30,595
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 19,934 196,274 SH   SOLE   184,322 0 11,952
BLACKROCK INC COM 09247X101 1,108 1,210 SH   SOLE   1,210 0 0
ISHARES TR CORE S&P500 ETF 464287200 71,292 149,461 SH   SOLE   139,305 0 10,157
XILINX INC COM 983919101 980 4,620 SH   SOLE   4,620 0 0
SPDR SER TR S&P DIVID ETF 78464A763 93,258 722,255 SH   SOLE   679,378 0 42,877
ISHARES INC MSCI FRONTIER 464286145 296 8,573 SH   SOLE   7,827 0 746
CSW INDUSTRIALS INC COM 126402106 283 2,341 SH   SOLE   2,341 0 0
BAXTER INTL INC COM 071813109 22,805 265,674 SH   SOLE   246,666 0 19,008
AFLAC INC COM 001055102 19,638 336,322 SH   SOLE   313,251 0 23,071
ISHARES TR MSCI USA ESG SLC 464288802 2,992 28,159 SH   SOLE   27,427 0 732
ISHARES TR CORE HIGH DV ETF 46429B663 298 2,954 SH   SOLE   2,954 0 0
ISHARES TR SHORT TREAS BD 464288679 682 6,177 SH   SOLE   5,715 0 462
MORGAN STANLEY COM NEW 617446448 397 4,047 SH   SOLE   4,047 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 374 1,469 SH   SOLE   1,469 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1,700 21,136 SH   SOLE   20,923 0 213
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 369 9,442 SH   SOLE   9,442 0 0
JOHNSON & JOHNSON COM 478160104 42,899 250,770 SH   SOLE   235,197 0 15,573
ISHARES TR EXPONENTIAL TECH 46434V381 36,208 548,019 SH   SOLE   511,190 0 36,829
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 433 12,058 SH   SOLE   12,058 0 0