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
ADOBE SYSTEMS INCORPORATED COM 00724F101 219 380 SH   SOLE   380 0 0
ALPHABET INC CAP STK CL A 02079K305 3,358 1,256 SH   SOLE   1,256 0 0
ALPHABET INC CAP STK CL C 02079K107 3,268 1,226 SH   SOLE   1,226 0 0
AMAZON COM INC COM 023135106 5,489 1,671 SH   SOLE   1,671 0 0
AMGEN INC COM 031162100 5,494 25,837 SH   SOLE   25,837 0 0
APPLE INC COM 037833100 13,351 94,352 SH   SOLE   94,352 0 0
APPLE INC COM 037833100 354 2,500 SH Call SOLE   2,500 0 0
ATLASSIAN CORP PLC CL A G06242104 420 1,073 SH   SOLE   1,073 0 0
BANCO SANTANDER S.A. ADR 05964H105 72 20,000 SH   SOLE   20,000 0 0
BANCO SANTANDER S.A. ADR 05964H105 74 20,500 SH Call SOLE   20,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,270 26,635 SH   SOLE   26,635 0 0
BLACKROCK INC COM 09247X101 3,610 4,304 SH   SOLE   4,304 0 0
BLACKSTONE INC COM 09260D107 320 2,750 SH   SOLE   2,750 0 0
CHEVRON CORP NEW COM 166764100 3,263 32,159 SH   SOLE   32,159 0 0
CORNING INC COM 219350105 430 11,795 SH   SOLE   11,795 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,968 13,281 SH   SOLE   13,281 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 347 3,103 SH   SOLE   3,103 0 0
DEERE & CO COM 244199105 3,607 10,766 SH   SOLE   10,766 0 0
DISNEY WALT CO COM 254687106 3,847 22,738 SH   SOLE   22,738 0 0
DOMO INC COM CL B 257554105 211 2,500 SH   SOLE   2,500 0 0
EXXON MOBIL CORP COM 30231G102 270 4,588 SH   SOLE   4,588 0 0
FACEBOOK INC CL A 30303M102 4,020 11,846 SH   SOLE   11,846 0 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,577 248,659 SH   SOLE   248,659 0 0
GILEAD SCIENCES INC COM 375558103 3,550 50,828 SH   SOLE   50,828 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,440 5,472 SH   SOLE   5,472 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 6,574 140,292 SH   SOLE   140,292 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 11,010 69,524 SH   SOLE   69,524 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 7,551 41,376 SH   SOLE   41,376 0 0
ISHARES INC MSCI WORLD ETF 464286392 3,218 25,450 SH   SOLE   25,450 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,786 4,146 SH   SOLE   4,146 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243 3,455 132,969 SH   SOLE   132,969 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 24,608 1,136,648 SH   SOLE   1,136,648 0 0
ISHARES TR MSCI GLOBAL IMP 46435G532 1,919 19,982 SH   SOLE   19,982 0 0
ISHARES TR MSCI KLD400 SOC 464288570 3,451 41,477 SH   SOLE   41,477 0 0
JOHNSON & JOHNSON COM 478160104 208 1,286 SH   SOLE   1,286 0 0
JPMORGAN CHASE & CO COM 46625H100 4,340 26,515 SH   SOLE   26,515 0 0
KKR & CO INC COM 48251W104 357 5,865 SH   SOLE   5,865 0 0
MICROSOFT CORP COM 594918104 1,630 5,781 SH   SOLE   5,781 0 0
NIKE INC CL B 654106103 4,483 30,871 SH   SOLE   30,871 0 0
PAYPAL HLDGS INC COM 70450Y103 3,421 13,148 SH   SOLE   13,148 0 0
PFIZER INC COM 717081103 861 20,014 SH   SOLE   20,014 0 0
PIMCO EQUITY SER RAFI ESG US 72201T342 3,738 122,894 SH   SOLE   122,894 0 0
SALESFORCE COM INC COM 79466L302 3,909 14,413 SH   SOLE   14,413 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 29,814 552,631 SH   SOLE   552,631 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 16,781 318,540 SH   SOLE   318,540 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 16,681 508,105 SH   SOLE   508,105 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 909 11,857 SH   SOLE   11,857 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 831 13,278 SH   SOLE   13,278 0 0
SHOCKWAVE MED INC COM 82489T104 309 1,500 SH   SOLE   1,500 0 0
SPDR SER TR S&P BIOTECH 78464A870 3,715 29,554 SH   SOLE   29,554 0 0
SQUARE INC CL A 852234103 336 1,400 SH   SOLE   1,400 0 0
STARBUCKS CORP COM 855244109 3,217 29,162 SH   SOLE   29,162 0 0
TESLA INC COM 88160R101 4,114 5,305 SH   SOLE   5,305 0 0
TRUIST FINL CORP COM 89832Q109 317 5,400 SH   SOLE   5,400 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 1,669 18,666 SH   SOLE   18,666 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 575 3,400 SH   SOLE   3,400 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,435 23,538 SH   SOLE   23,538 0 0
VEEVA SYS INC CL A COM 922475108 222 770 SH   SOLE   770 0 0
VISA INC COM CL A 92826C839 735 3,300 SH   SOLE   3,300 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 235 554 SH   SOLE   554 0 0
WORKIVA INC COM CL A 98139A105 211 1,500 SH   SOLE   1,500 0 0