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 27,286 289,051 SH   SOLE   269,225 0 19,826
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3,068 120,891 SH   SOLE   118,483 0 2,408
ACTIVISION BLIZZARD INC COM 00507V109 209 2,683 SH   SOLE   2,683 0 0
GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 8,298 386,509 SH   SOLE   364,441 0 22,068
PFIZER INC COM 717081103 29,797 568,323 SH   SOLE   535,255 0 33,068
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,908 15,661 SH   SOLE   15,611 0 50
ISHARES TR SHRT NAT MUN ETF 464288158 349 3,333 SH   SOLE   3,333 0 0
DANAHER CORPORATION COM 235851102 37,447 147,708 SH   SOLE   137,742 0 9,965
ISHARES TR EXPND TEC SC ETF 464287549 48,383 164,350 SH   SOLE   152,706 0 11,644
AMERICAN TOWER CORP NEW COM 03027X100 20,196 79,019 SH   SOLE   73,373 0 5,645
KIMBERLY-CLARK CORP COM 494368103 6,728 49,779 SH   SOLE   46,711 0 3,068
PIMCO ETF TR ACTIVE BD ETF 72201R775 7,748 81,347 SH   SOLE   78,012 0 3,335
ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 15,186 331,563 SH   SOLE   308,261 0 23,302
EVERSOURCE ENERGY COM 30040W108 775 9,173 SH   SOLE   9,173 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 228 1,700 SH   SOLE   1,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 38,070 120,674 SH   SOLE   113,312 0 7,362
VANGUARD INDEX FDS LARGE CAP ETF 922908637 10,513 61,001 SH   SOLE   55,554 0 5,447
ABBOTT LABS COM 002824100 24,858 228,792 SH   SOLE   215,976 0 12,817
ISHARES TR TIPS BD ETF 464287176 282 2,476 SH   SOLE   2,476 0 0
BLACKSTONE INC COM 09260D107 19,532 214,097 SH   SOLE   200,840 0 13,257
PEPSICO INC COM 713448108 6,671 40,027 SH   SOLE   37,233 0 2,794
BK OF AMERICA CORP COM 060505104 584 18,768 SH   SOLE   14,296 0 4,472
VISHAY INTERTECHNOLOGY INC COM 928298108 178 10,000 SH   SOLE   10,000 0 0
AMERICAN EXPRESS CO COM 025816109 19,403 139,974 SH   SOLE   132,182 0 7,792
COSTCO WHSL CORP NEW COM 22160K105 47,916 99,975 SH   SOLE   94,045 0 5,930
ROSS STORES INC COM 778296103 8,188 116,584 SH   SOLE   107,516 0 9,068
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 4,810 66,642 SH   SOLE   61,890 0 4,752
CATERPILLAR INC COM 149123101 276 1,542 SH   SOLE   1,292 0 250
TRAVELERS COMPANIES INC COM 89417E109 307 1,813 SH   SOLE   132 0 1,681
TARGET CORP COM 87612E106 13,828 97,908 SH   SOLE   91,982 0 5,926
AT&T INC COM 00206R102 334 15,957 SH   SOLE   12,782 0 3,176
ISHARES TR 7-10 YR TRSY BD 464287440 252 2,466 SH   SOLE   2,466 0 0
AMAZON COM INC COM 023135106 33,936 319,516 SH   SOLE   301,921 0 17,595
SOUTHWEST AIRLS CO COM 844741108 14,920 413,054 SH   SOLE   389,432 0 23,622
XCEL ENERGY INC COM 98389B100 323 4,571 SH   SOLE   4,571 0 0
APPLE INC COM 037833100 118,325 865,454 SH   SOLE   779,131 0 86,323
ISHARES TR 0-5 YR TIPS ETF 46429B747 67,907 669,494 SH   SOLE   630,399 0 39,095
ISHARES TR INTL SEL DIV ETF 464288448 9,541 351,274 SH   SOLE   344,636 0 6,638
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 238 772 SH   SOLE   772 0 0
QUALCOMM INC COM 747525103 22,566 176,654 SH   SOLE   165,265 0 11,389
COLGATE PALMOLIVE CO COM 194162103 40,062 499,901 SH   SOLE   468,083 0 31,818
INTERCONTINENTAL EXCHANGE IN COM 45866F104 15,367 163,412 SH   SOLE   153,641 0 9,771
ORACLE CORP COM 68389X105 364 5,215 SH   SOLE   4,205 0 1,009
SEMPRA COM 816851109 205 1,367 SH   SOLE   897 0 470
TEXAS INSTRS INC COM 882508104 366 2,382 SH   SOLE   1,518 0 864
EDWARDS LIFESCIENCES CORP COM 28176E108 839 8,825 SH   SOLE   8,243 0 582
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 350 4,557 SH   SOLE   4,557 0 0
ISHARES TR U.S. MED DVC ETF 464288810 1,738 34,450 SH   SOLE   31,656 0 2,794
PROCTER AND GAMBLE CO COM 742718109 8,174 56,847 SH   SOLE   54,488 0 2,358
VANGUARD INDEX FDS GROWTH ETF 922908736 38,799 174,071 SH   SOLE   163,115 0 10,955
BOEING CO COM 097023105 708 5,178 SH   SOLE   4,590 0 588
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 26,623 531,512 SH   SOLE   499,778 0 31,734
SCHWAB CHARLES CORP COM 808513105 1,122 17,766 SH   SOLE   16,791 0 975
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,248 83,310 SH   SOLE   78,428 0 4,882
STRYKER CORPORATION COM 863667101 16,014 80,502 SH   SOLE   76,100 0 4,401
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,309 28,248 SH   SOLE   25,896 0 2,352
WALMART INC COM 931142103 15,969 131,348 SH   SOLE   122,986 0 8,361
INTEL CORP COM 458140100 2,036 54,431 SH   SOLE   52,570 0 1,861
ISHARES TR GBL COMM SVC ETF 464287275 5,800 94,801 SH   SOLE   90,774 0 4,027
PIMCO ETF TR 1-5 US TIP IDX 72201R205 601 11,499 SH   SOLE   11,178 0 321
ISHARES TR ESG AWRE 1 5 YR 46435G243 7,244 300,705 SH   SOLE   293,064 0 7,641
DUKE ENERGY CORP NEW COM NEW 26441C204 460 4,288 SH   SOLE   4,288 0 0
ISHARES TR MSCI KLD400 SOC 464288570 630 8,763 SH   SOLE   7,910 0 853
ISHARES TR CORE TOTAL USD 46434V613 34,817 743,638 SH   SOLE   708,974 0 34,664
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 57,697 1,205,280 SH   SOLE   1,133,600 0 71,680
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 10,403 44,019 SH   SOLE   40,601 0 3,419
NIKE INC CL B 654106103 14,258 139,511 SH   SOLE   130,518 0 8,993
ISHARES U S ETF TR INT RT HDG C B 46431W705 66,660 738,529 SH   SOLE   691,261 0 47,269
ISHARES TR ESG AWR US AGRGT 46435U549 10,001 204,358 SH   SOLE   199,870 0 4,488
VANGUARD WORLD FD ESG INTL STK ETF 921910725 487 9,934 SH   SOLE   9,934 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 237 3,073 SH   SOLE   2,148 0 925
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217 421 9,553 SH   SOLE   9,553 0 0
FORTIVE CORP COM 34959J108 25,903 476,339 SH   SOLE   445,811 0 30,528
ISHARES TR CORE S&P SCP ETF 464287804 70,105 758,625 SH   SOLE   709,508 0 49,117
CISCO SYS INC COM 17275R102 888 20,816 SH   SOLE   18,291 0 2,525
EXXON MOBIL CORP COM 30231G102 326 3,806 SH   SOLE   3,706 0 100
ISHARES TR 1 3 YR TREAS BD 464287457 698 8,432 SH   SOLE   8,432 0 0
ISHARES TR GOV/CRED BD ETF 464288596 16,119 149,899 SH   SOLE   143,423 0 6,476
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4,700 106,364 SH   SOLE   101,924 0 4,440
JPMORGAN CHASE & CO COM 46625H100 29,981 266,237 SH   SOLE   248,148 0 18,089
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,836 25,037 SH   SOLE   23,281 0 1,756
ISHARES TR FLTG RATE NT ETF 46429B655 31,003 621,048 SH   SOLE   588,149 0 32,900
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 8,465 116,566 SH   SOLE   110,014 0 6,552
ABBVIE INC COM 00287Y109 483 3,155 SH   SOLE   3,155 0 0
ISHARES INC CORE MSCI EMKT 46434G103 51,195 1,043,519 SH   SOLE   969,327 0 74,192
VANGUARD INDEX FDS VALUE ETF 922908744 3,123 23,684 SH   SOLE   22,436 0 1,248
ISHARES TR PFD AND INCM SEC 464288687 2,425 73,747 SH   SOLE   71,488 0 2,259
CHEVRON CORP NEW COM 166764100 5,284 36,499 SH   SOLE   31,693 0 4,806
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1,482 6,515 SH   SOLE   5,863 0 652
ISHARES TR CALIF MUN BD ETF 464288356 1,329 23,539 SH   SOLE   23,539 0 0
VISA INC COM CL A 92826C839 39,055 198,359 SH   SOLE   186,331 0 12,028
ISHARES TR CORE DIV GRWTH 46434V621 389 8,175 SH   SOLE   7,938 0 237
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 412 7,101 SH   SOLE   6,912 0 189
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2,528 27,752 SH   SOLE   26,861 0 891
GLOBAL X FDS US INFR DEV ETF 37954Y673 17,490 768,119 SH   SOLE   719,668 0 48,451
ISHARES TR ISHS 5-10YR INVT 464288638 4,622 90,526 SH   SOLE   86,361 0 4,165
PALANTIR TECHNOLOGIES INC CL A 69608A108 3,358 370,190 SH   SOLE   370,190 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 505 3,517 SH   SOLE   3,517 0 0
NXP SEMICONDUCTORS N V COM N6596X109 252 1,702 SH   SOLE   1,702 0 0
PROLOGIS INC. COM 74340W103 231 1,960 SH   SOLE   1,960 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 7,951 281,735 SH   SOLE   273,605 0 8,130
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 264 8,037 SH   SOLE   8,037 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7,633 242,713 SH   SOLE   223,813 0 18,900
ISHARES U S ETF TR INT RT HD LONG 46431W812 514 22,282 SH   SOLE   22,282 0 0
TJX COS INC NEW COM 872540109 19,573 350,455 SH   SOLE   329,166 0 21,288
PIMCO ETF TR ENHANCD SHORT 72201R643 4,205 42,694 SH   SOLE   39,754 0 2,940
ZOETIS INC CL A 98978V103 20,724 120,568 SH   SOLE   112,873 0 7,695
ANSYS INC COM 03662Q105 12,795 53,469 SH   SOLE   50,270 0 3,199
AUTOMATIC DATA PROCESSING IN COM 053015103 246 1,171 SH   SOLE   1,171 0 0
ISHARES TR US TELECOM ETF 464287713 1,435 57,120 SH   SOLE   53,501 0 3,619
LILLY ELI & CO COM 532457108 624 1,925 SH   SOLE   1,925 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 361 5,040 SH   SOLE   5,040 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 477 6,339 SH   SOLE   6,199 0 140
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 4,590 19,492 SH   SOLE   17,966 0 1,526
ADVANCED MICRO DEVICES INC COM 007903107 607 7,940 SH   SOLE   7,940 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 6,675 50,641 SH   SOLE   46,896 0 3,744
DNP SELECT INCOME FD INC COM 23325P104 116 10,723 SH   SOLE   10,723 0 0
ISHARES TR CORE US AGGBD ET 464287226 114,958 1,130,584 SH   SOLE   1,057,547 0 73,038
ISHARES TR USD INV GRDE ETF 464288620 10,191 199,937 SH   SOLE   191,533 0 8,404
ISHARES TR CORE MSCI INTL 46435G326 235 4,366 SH   SOLE   4,366 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 259 3,085 SH   SOLE   2,801 0 284
HOME DEPOT INC COM 437076102 1,646 6,003 SH   SOLE   5,422 0 581
ISHARES TR CR 5 10 YR ETF 46435G417 16,099 359,753 SH   SOLE   343,187 0 16,566
DBX ETF TR XTRCKR MSCI US 233051150 1,827 52,340 SH   SOLE   51,165 0 1,175
ISHARES GOLD TR ISHARES NEW 464285204 202 5,882 SH   SOLE   5,782 0 100
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,198 6,350 SH   SOLE   6,350 0 0
NVIDIA CORPORATION COM 67066G104 3,955 26,092 SH   SOLE   24,490 0 1,602
TESLA INC COM 88160R101 1,026 1,523 SH   SOLE   1,005 0 518
WASTE MGMT INC DEL COM 94106L109 24,212 158,267 SH   SOLE   148,423 0 9,844
ASML HOLDING N V N Y REGISTRY SHS N07059210 9,870 20,740 SH   SOLE   19,562 0 1,178
LOCKHEED MARTIN CORP COM 539830109 7,659 17,814 SH   SOLE   16,908 0 906
VERIZON COMMUNICATIONS INC COM 92343V104 18,678 368,047 SH   SOLE   346,029 0 22,018
AMGEN INC COM 031162100 357 1,468 SH   SOLE   1,195 0 273
COCA COLA CO COM 191216100 6,449 102,517 SH   SOLE   98,082 0 4,435
INVESCO QQQ TR UNIT SER 1 46090E103 3,282 11,709 SH   SOLE   11,709 0 0
WELLS FARGO CO NEW COM 949746101 282 7,198 SH   SOLE   7,198 0 0
BELLEROPHON THERAPEUTICS INC COM NEW 078771300 12 10,000 SH   SOLE   10,000 0 0
ECOLAB INC COM 278865100 14,948 97,214 SH   SOLE   91,079 0 6,135
INTERNATIONAL BUSINESS MACHS COM 459200101 442 3,127 SH   SOLE   2,058 0 1,069
UNITEDHEALTH GROUP INC COM 91324P102 2,678 5,213 SH   SOLE   5,118 0 95
YUM BRANDS INC COM 988498101 299 2,630 SH   SOLE   2,630 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 274 4,907 SH   SOLE   4,907 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,624 4,682 SH   SOLE   4,124 0 558
CAPITAL ONE FINL CORP COM 14040H105 13,815 132,593 SH   SOLE   125,517 0 7,076
ISHARES TR RUS 1000 ETF 464287622 3,994 19,224 SH   SOLE   18,199 0 1,025
NORTHROP GRUMMAN CORP COM 666807102 385 805 SH   SOLE   805 0 0
ISHARES TR CORE S&P MCP ETF 464287507 45,700 202,007 SH   SOLE   188,768 0 13,239
MERCK & CO INC COM 58933Y105 21,719 238,229 SH   SOLE   224,369 0 13,860
NETEASE INC SPONSORED ADS 64110W102 351 3,760 SH   SOLE   3,760 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 302 3,139 SH   SOLE   3,139 0 0
UNITED SEC BANCSHARES CALIF COM 911460103 720 94,506 SH   SOLE   94,506 0 0
STARBUCKS CORP COM 855244109 449 5,883 SH   SOLE   5,133 0 750
ISHARES TR RUS 1000 GRW ETF 464287614 680 3,111 SH   SOLE   3,111 0 0
MICROSOFT CORP COM 594918104 44,489 173,223 SH   SOLE   161,868 0 11,355
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 24,999 559,765 SH   SOLE   532,408 0 27,357
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 524 21,563 SH   SOLE   21,563 0 0
ISHARES TR U.S. UTILITS ETF 464287697 54,982 642,308 SH   SOLE   608,803 0 33,505
SPDR SER TR PORTFOLIO AGRGTE 78464A649 2,028 76,969 SH   SOLE   67,527 0 9,442
UNILEVER PLC SPON ADR NEW 904767704 5,861 127,878 SH   SOLE   120,559 0 7,319
META PLATFORMS INC CL A 30303M102 738 4,578 SH   SOLE   3,333 0 1,245
MCDONALDS CORP COM 580135101 22,442 90,903 SH   SOLE   84,475 0 6,428
ALPHABET INC CAP STK CL A 02079K305 39,536 18,142 SH   SOLE   16,992 0 1,150
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 2,179 107,514 SH   SOLE   103,073 0 4,441
ISHARES TR CORE 1 5 YR USD 46432F859 22,734 479,624 SH   SOLE   457,836 0 21,788
APPLIED MATLS INC COM 038222105 548 6,019 SH   SOLE   3,190 0 2,829
ISHARES TR ISHS 1-5YR INVS 464288646 61,220 1,211,072 SH   SOLE   1,149,035 0 62,037
SPDR SER TR PORTFOLIO SHORT 78464A474 89,088 2,996,584 SH   SOLE   2,829,767 0 166,817
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 453 9,215 SH   SOLE   9,215 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 871 3,092 SH   SOLE   3,092 0 0
HONEYWELL INTL INC COM 438516106 403 2,319 SH   SOLE   2,315 0 4
CALIFORNIA BANCORP INC COM 13005U101 506 26,250 SH   SOLE   26,250 0 0
ISHARES TR MSCI EAFE ETF 464287465 26,273 420,433 SH   SOLE   399,796 0 20,637
WISDOMTREE TR US MIDCAP DIVID 97717W505 9,072 232,724 SH   SOLE   224,074 0 8,650
ALPHABET INC CAP STK CL C 02079K107 3,716 1,699 SH   SOLE   1,535 0 164
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 22,277 224,770 SH   SOLE   212,164 0 12,606
CLOROX CO DEL COM 189054109 365 2,591 SH   SOLE   2,591 0 0
ISHARES TR CORE S&P500 ETF 464287200 51,935 136,977 SH   SOLE   128,542 0 8,435
BAXTER INTL INC COM 071813109 16,028 249,546 SH   SOLE   233,748 0 15,798
ISHARES TR CORE HIGH DV ETF 46429B663 534 5,319 SH   SOLE   5,319 0 0
SPDR SER TR S&P DIVID ETF 78464A763 85,477 720,172 SH   SOLE   681,709 0 38,463
CONOCOPHILLIPS COM 20825C104 286 3,181 SH   SOLE   2,357 0 823
ISHARES INC MSCI FRONTIER 464286145 254 9,452 SH   SOLE   8,655 0 797
ISHARES TR MSCI USA ESG SLC 464288802 2,367 29,340 SH   SOLE   27,975 0 1,365
BLACKROCK INC COM 09247X101 772 1,267 SH   SOLE   1,160 0 107
AFLAC INC COM 001055102 17,826 322,182 SH   SOLE   301,379 0 20,803
ISHARES TR SHORT TREAS BD 464288679 675 6,135 SH   SOLE   5,673 0 462
MORGAN STANLEY COM NEW 617446448 312 4,098 SH   SOLE   4,098 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2,017 32,150 SH   SOLE   29,389 0 2,761
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 214 6,804 SH   SOLE   6,804 0 0
ISHARES TR EXPONENTIAL TECH 46434V381 12,563 262,108 SH   SOLE   245,529 0 16,579
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 225 11,056 SH   SOLE   11,056 0 0
JOHNSON & JOHNSON COM 478160104 44,424 250,264 SH   SOLE   233,841 0 16,423