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
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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 3,780,284 28,888 SH   SOLE   28,888 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,777,239 28,648 SH   SOLE   28,648 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 5,612,348 44,150 SH   SOLE   44,150 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 6,839,942 25,450 SH   SOLE   25,450 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 727,598 3,984 SH   SOLE   3,984 0 0
APPLE INC COM 037833100 BBG001S5N8V8 22,778,121 133,042 SH   SOLE   133,042 0 0
BANCO SANTANDER S.A. ADR 05964H105 BBG001S5WCX7 75,200 20,000 SH   SOLE   20,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 8,177,754 23,345 SH   SOLE   23,345 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 3,013,936 4,662 SH   SOLE   4,662 0 0
BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 BBG001SBLZS1 241,868 25,300 SH   SOLE   25,300 0 0
BOEING CO COM 097023105 BBG001S5P0V3 977,568 5,100 SH   SOLE   5,100 0 0
CALAMOS ETF TR ANTETOKOUNMPO GL 12811T209 BBG01DZBX162 3,297,186 137,047 SH   SOLE   137,047 0 0
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 BBG015DN3GR4 883,933 38,566 SH   SOLE   38,566 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3,859,206 22,887 SH   SOLE   22,887 0 0
CORNING INC COM 219350105 BBG001S5RLH1 325,877 10,695 SH   SOLE   10,695 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 6,107,016 10,810 SH   SOLE   10,810 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 3,648,132 9,667 SH   SOLE   9,667 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,622,535 32,357 SH   SOLE   32,357 0 0
ETF SER SOLUTIONS DISTILLATE US 26922A321 BBG00MC56321 18,350,924 411,087 SH   SOLE   411,087 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 411,765 3,502 SH   SOLE   3,502 0 0
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 BBG001T61KB4 10,677,171 113,720 SH   SOLE   113,720 0 0
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 BBG001SSSWQ6 6,163,531 144,582 SH   SOLE   144,582 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 3,228,715 43,084 SH   SOLE   43,084 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 352,440 806 SH   SOLE   806 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 4,741,528 16,222 SH   SOLE   16,222 0 0
INVESCO CALIF VALUE MUN INCO COM 46132H106 BBG001S6XHW4 189,675 22,500 SH   SOLE   22,500 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 BBG001SS8729 7,916,093 181,854 SH   SOLE   181,854 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 7,242,067 227,595 SH   SOLE   227,595 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 BBG001SPSDJ2 6,239,847 189,144 SH   SOLE   189,144 0 0
ISHARES INC MSCI WORLD ETF 464286392 BBG002D9R378 485,210 4,038 SH   SOLE   4,038 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2,491,385 5,802 SH   SOLE   5,802 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 2,988,388 125,721 SH   SOLE   125,721 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 3,954,252 270,469 SH   SOLE   270,469 0 0
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 1,662,881 20,426 SH   SOLE   20,426 0 0
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 BBG012NLLCC9 12,554,087 244,910 SH   SOLE   244,910 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3,972,388 27,392 SH   SOLE   27,392 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 361,284 5,865 SH   SOLE   5,865 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,411,284 4,470 SH   SOLE   4,470 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 3,087,092 32,285 SH   SOLE   32,285 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 1,563,662 44,907 SH   SOLE   44,907 0 0
PFIZER INC COM 717081103 BBG001S5V466 665,059 20,050 SH   SOLE   20,050 0 0
PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 3,466,066 119,194 SH   SOLE   119,194 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 744,321 11,395 SH   SOLE   11,395 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 3,291,525 16,232 SH   SOLE   16,232 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 19,623,773 350,612 SH   SOLE   350,612 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 BBG0051NXNX3 17,722,642 365,491 SH   SOLE   365,491 0 0
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 BBG0051QPC87 18,086,163 689,785 SH   SOLE   689,785 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 24,633,071 777,805 SH   SOLE   777,805 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 1,171,693 17,312 SH   SOLE   17,312 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 948,960 18,795 SH   SOLE   18,795 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 3,158,261 43,252 SH   SOLE   43,252 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 2,760,380 30,244 SH   SOLE   30,244 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 4,212,203 16,834 SH   SOLE   16,834 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 328,933 4,209 SH   SOLE   4,209 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 1,937,257 26,791 SH   SOLE   26,791 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 1,886,843 36,376 SH   SOLE   36,376 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 210,978 1,037 SH   SOLE   1,037 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 585,835 2,547 SH   SOLE   2,547 0 0