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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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 4,093,895 29,307 SH   SOLE   29,307 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 4,094,439 29,053 SH   SOLE   29,053 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 6,661,961 43,846 SH   SOLE   43,846 0 0
AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 BBG00XTVX1T7 288,711 6,902 SH   SOLE   6,902 0 0
AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 3,401,940 41,716 SH   SOLE   41,716 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 4,361,317 48,567 SH   SOLE   48,567 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 7,325,213 25,433 SH   SOLE   25,433 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 629,554 3,634 SH   SOLE   3,634 0 0
APPLE INC COM 037833100 BBG001S5N8V8 24,057,394 124,954 SH   SOLE   124,954 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 367,106 485 SH   SOLE   485 0 0
BANCO SANTANDER S.A. ADR 05964H105 BBG001S5WCX7 82,800 20,000 SH   SOLE   20,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 8,244,196 23,115 SH   SOLE   23,115 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 3,493,175 4,303 SH   SOLE   4,303 0 0
BOEING CO COM 097023105 BBG001S5P0V3 1,153,421 4,425 SH   SOLE   4,425 0 0
CALAMOS ETF TR ANTETOKOUNMPO GL 12811T209 BBG01DZBX162 3,761,545 141,062 SH   SOLE   141,062 0 0
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 BBG015DN3GR4 2,343,669 91,087 SH   SOLE   91,087 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 395,015 1,336 SH   SOLE   1,336 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3,126,543 20,961 SH   SOLE   20,961 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,380,485 54,287 SH   SOLE   54,287 0 0
CORNING INC COM 219350105 BBG001S5RLH1 329,713 10,828 SH   SOLE   10,828 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 7,018,455 10,633 SH   SOLE   10,633 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DBBGRY0 266,864 4,263 SH   SOLE   4,263 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 3,555,644 8,892 SH   SOLE   8,892 0 0
DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 BBG01J9W24S6 692,738 12,617 SH   SOLE   12,617 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 542,553 6,009 SH   SOLE   6,009 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 213,349 366 SH   SOLE   366 0 0
ETF SER SOLUTIONS DISTILLATE US 26922A321 BBG00MC56321 17,510,996 354,689 SH   SOLE   354,689 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 612,477 6,126 SH   SOLE   6,126 0 0
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 BBG001T61KB4 7,227,608 69,025 SH   SOLE   69,025 0 0
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 BBG001SSSWQ6 5,493,655 130,274 SH   SOLE   130,274 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 3,493,394 43,123 SH   SOLE   43,123 0 0
GOLDMAN SACHS ETF TR BLOOMBERG CLEAN 38149W754 BBG0140C6VR9 1,242,383 36,271 SH   SOLE   36,271 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 447,370 806 SH   SOLE   806 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 5,456,461 16,174 SH   SOLE   16,174 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 BBG001SS8729 8,745,899 184,537 SH   SOLE   184,537 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727 BBG001SSJYS0 10,627,527 556,415 SH   SOLE   556,415 0 0
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 BBG001T06LJ2 264,819 10,952 SH   SOLE   10,952 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 7,963,196 226,227 SH   SOLE   226,227 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 BBG001SPSDJ2 8,845,893 235,953 SH   SOLE   235,953 0 0
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 BBG001SNPT69 5,073,055 170,695 SH   SOLE   170,695 0 0
ISHARES INC MSCI WORLD ETF 464286392 BBG002D9R378 1,266,978 9,525 SH   SOLE   9,525 0 0
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 250,165 3,556 SH   SOLE   3,556 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2,681,422 5,614 SH   SOLE   5,614 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 3,146,880 128,549 SH   SOLE   128,549 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 4,319,081 277,398 SH   SOLE   277,398 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 2,403,866 17,695 SH   SOLE   17,695 0 0
ISHARES TR MRGSTR MD CP VAL 464288406 BBG001SBRK53 12,670,683 187,104 SH   SOLE   187,104 0 0
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 1,819,907 19,988 SH   SOLE   19,988 0 0
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 BBG012NLLCC9 13,963,679 251,055 SH   SOLE   251,055 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4,662,441 27,410 SH   SOLE   27,410 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 452,775 5,465 SH   SOLE   5,465 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,926,738 5,124 SH   SOLE   5,124 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 2,969,281 27,349 SH   SOLE   27,349 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 1,860,534 47,584 SH   SOLE   47,584 0 0
PFIZER INC COM 717081103 BBG001S5V466 394,567 13,705 SH   SOLE   13,705 0 0
PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 3,979,558 122,370 SH   SOLE   122,370 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 788,762 11,395 SH   SOLE   11,395 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 4,274,972 16,246 SH   SOLE   16,246 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 330,928 4,810 SH   SOLE   4,810 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 21,811,558 352,140 SH   SOLE   352,140 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 BBG0051NXNX3 18,716,269 338,144 SH   SOLE   338,144 0 0
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 BBG0051QPC87 8,615,322 317,440 SH   SOLE   317,440 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 27,205,755 806,574 SH   SOLE   806,574 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 1,316,598 17,480 SH   SOLE   17,480 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 987,102 18,910 SH   SOLE   18,910 0 0
SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 328,716 1,725 SH   SOLE   1,725 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 1,237,827 13,863 SH   SOLE   13,863 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,061,772 31,890 SH   SOLE   31,890 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 4,318,582 17,380 SH   SOLE   17,380 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 518,760 7,209 SH   SOLE   7,209 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 1,751,088 22,926 SH   SOLE   22,926 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 429,636 1,382 SH   SOLE   1,382 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 542,237 3,627 SH   SOLE   3,627 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 2,023,722 36,048 SH   SOLE   36,048 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 633,327 13,336 SH   SOLE   13,336 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 219,858 1,142 SH   SOLE   1,142 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 203,445 500 SH   SOLE   500 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 663,111 2,547 SH   SOLE   2,547 0 0