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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,258,247 25,595 SH   SOLE   25,595 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,244,958 25,301 SH   SOLE   25,301 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,888,760 34,390 SH   SOLE   34,390 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 6,899,553 26,270 SH   SOLE   26,270 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 430,372 4,084 SH   SOLE   4,084 0 0
APPLE INC COM 037833100 BBG001S5N8V8 16,869,332 129,834 SH   SOLE   129,834 0 0
APPLE INC COM 037833100 BBG001S5N8V8 494 3,800 SH Call SOLE   3,800 0 0
BANCO SANTANDER S.A. ADR 05964H105 BBG001S5WCX7 59,000 20,000 SH   SOLE   20,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7,341,626 23,767 SH   SOLE   23,767 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 3,028,685 4,274 SH   SOLE   4,274 0 0
BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 BBG001SBLZS1 271,722 25,300 SH   SOLE   25,300 0 0
BOEING CO COM 097023105 BBG001S5P0V3 971,499 5,100 SH   SOLE   5,100 0 0
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 BBG015DN3GR4 1,554,257 73,977 SH   SOLE   73,977 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 4,538,405 25,285 SH   SOLE   25,285 0 0
CORNING INC COM 219350105 BBG001S5RLH1 376,732 11,795 SH   SOLE   11,795 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 4,900,687 10,735 SH   SOLE   10,735 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 4,226,716 9,858 SH   SOLE   9,858 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,769,051 20,362 SH   SOLE   20,362 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 386,271 3,502 SH   SOLE   3,502 0 0
FLEXSHARES TR STOX GBL ESG SLT 33939L688 BBG00D9WQ9Z5 632,953 5,219 SH   SOLE   5,219 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 4,222,361 49,183 SH   SOLE   49,183 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 228,866 561 SH   SOLE   561 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 4,243,212 15,991 SH   SOLE   15,991 0 0
INVESCO CALIF VALUE MUN INCO COM 46132H106 BBG001S6XHW4 213,300 22,500 SH   SOLE   22,500 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 BBG001SS8729 5,969,275 143,699 SH   SOLE   143,699 0 0
INVESCO EXCHANGE TRADED FD T DYNMC MEDIA 46137V696 BBG001SN6GN9 290,884 9,059 SH   SOLE   9,059 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 11,361,874 73,232 SH   SOLE   73,232 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 BBG001SPSDJ2 7,208,771 45,507 SH   SOLE   45,507 0 0
ISHARES INC MSCI WORLD ETF 464286392 BBG002D9R378 1,821,962 16,677 SH   SOLE   16,677 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 847,974 8,960 SH   SOLE   8,960 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,952,668 5,082 SH   SOLE   5,082 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 3,022,902 127,173 SH   SOLE   127,173 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 24,467,661 1,232,628 SH   SOLE   1,232,628 0 0
ISHARES TR MSCI AC ASIA ETF 464288182 BBG001T2V2D8 1,031,327 15,918 SH   SOLE   15,918 0 0
ISHARES TR MSCI GBL SUS DEV 46435G532 BBG00CRHS639 203,667 2,581 SH   SOLE   2,581 0 0
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2,310,848 32,189 SH   SOLE   32,189 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 202,618 1,147 SH   SOLE   1,147 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3,726,773 27,791 SH   SOLE   27,791 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 272,253 5,865 SH   SOLE   5,865 0 0
MATTHEWS ASIA FDS ASIA INNOV ACTIV 577125826 BBG018PKX9G6 15,915,237 655,161 SH   SOLE   655,161 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,064,844 4,440 SH   SOLE   4,440 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 3,436,701 29,371 SH   SOLE   29,371 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 866,907 25,363 SH   SOLE   25,363 0 0
PFIZER INC COM 717081103 BBG001S5V466 958,188 18,700 SH   SOLE   18,700 0 0
PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 3,606,045 129,179 SH   SOLE   129,179 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 569,463 12,070 SH   SOLE   12,070 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,797,788 13,559 SH   SOLE   13,559 0 0
SAP SE SPON ADR 803054204 BBG001S6RD41 350,640 3,398 SH   SOLE   3,398 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 26,484,113 495,586 SH   SOLE   495,586 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 BBG0051NXNX3 13,657,631 292,329 SH   SOLE   292,329 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 15,594,343 536,441 SH   SOLE   536,441 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 952,960 14,525 SH   SOLE   14,525 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 795,339 15,357 SH   SOLE   15,357 0 0
SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 205,816 1,001 SH   SOLE   1,001 0 0
SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 BBG001SRXRB9 512,267 5,335 SH   SOLE   5,335 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 3,378,847 40,709 SH   SOLE   40,709 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,244,936 32,711 SH   SOLE   32,711 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 1,759,010 14,280 SH   SOLE   14,280 0 0
UNIFIED SER TR BALLAST SMLMD CP 90470L550 BBG00YC6P3V0 281,665 8,869 SH   SOLE   8,869 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 1,711,887 23,034 SH   SOLE   23,034 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 1,178,887 8,717 SH   SOLE   8,717 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 850,692 5,357 SH   SOLE   5,357 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 1,590,922 31,730 SH   SOLE   31,730 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 617,982 7,170 SH   SOLE   7,170 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 529,165 2,547 SH   SOLE   2,547 0 0