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
10X GENOMICS INC CL A COM 88025U109   2,694,285 65,316 SH   SOLE   65,316 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,607,961 8,492 SH   SOLE   8,492 0 0
ADOBE INC COM 00724F101   3,555,533 6,973 SH   SOLE   6,973 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,047,482 29,639 SH   SOLE   29,639 0 0
AIR PRODS & CHEMS INC COM 009158106   1,530,523 5,380 SH   SOLE   5,380 0 0
ALIGN TECHNOLOGY INC COM 016255101   2,833,523 9,281 SH   SOLE   9,281 0 0
ALPHABET INC CAP STK CL A 02079K305   13,518,493 103,305 SH   SOLE   103,305 0 0
ALPHABET INC CAP STK CL C 02079K107   3,689,467 27,982 SH   SOLE   27,982 0 0
AMAZON COM INC COM 023135106   16,756,959 131,820 SH   SOLE   131,820 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,126,426 12,931 SH   SOLE   12,931 0 0
AMGEN INC COM 031162100   3,962,662 14,744 SH   SOLE   14,744 0 0
ANALOG DEVICES INC COM 032654105   2,904,628 16,589 SH   SOLE   16,589 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   409,667 4,564 SH   SOLE   4,564 0 0
APPLE INC COM 037833100   18,573,924 108,486 SH   SOLE   108,486 0 0
APTIV PLC SHS G6095L109   2,723,329 27,623 SH   SOLE   27,623 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,586,688 4,394 SH   SOLE   4,394 0 0
AUTODESK INC COM 052769106   2,953,951 14,277 SH   SOLE   14,277 0 0
BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778   864,470 26,897 SH   SOLE   26,897 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,973,910 14,199 SH   SOLE   14,199 0 0
BIONTECH SE SPONSORED ADS 09075V102   2,771,884 25,514 SH   SOLE   25,514 0 0
BLACKSTONE INC COM 09260D107   429,509 4,009 SH   SOLE   4,009 0 0
BLOCK INC CL A 852234103   929,416 20,999 SH   SOLE   20,999 0 0
BROADCOM INC COM 11135F101   19,068,371 22,958 SH   SOLE   22,958 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,213,901 9,449 SH   SOLE   9,449 0 0
CARLYLE GROUP INC COM 14316J108   302,505 10,030 SH   SOLE   10,030 0 0
CATERPILLAR INC COM 149123101   3,326,351 12,184 SH   SOLE   12,184 0 0
CHEVRON CORP NEW COM 166764100   337,240 2,000 SH   SOLE   2,000 0 0
CHUBB LIMITED COM H1467J104   2,546,440 12,213 SH   SOLE   12,213 0 0
CISCO SYS INC COM 17275R102   2,471,533 45,973 SH   SOLE   45,973 0 0
CLOROX CO DEL COM 189054109   1,916,265 14,621 SH   SOLE   14,621 0 0
COGNEX CORP COM 192422103   2,136,195 50,334 SH   SOLE   50,334 0 0
COSTCO WHSL CORP NEW COM 22160K105   9,558,328 16,919 SH   SOLE   16,919 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   3,006,089 66,228 SH   SOLE   66,228 0 0
DEERE & CO COM 244199105   2,090,616 5,535 SH   SOLE   5,535 0 0
DOMINION ENERGY INC COM 25746U109   1,278,942 28,631 SH   SOLE   28,631 0 0
EQUINIX INC COM 29444U700   2,999,241 4,130 SH   SOLE   4,130 0 0
EXACT SCIENCES CORP COM 30063P105   4,533,424 66,453 SH   SOLE   66,453 0 0
EXXON MOBIL CORP COM 30231G102   1,145,818 9,745 SH   SOLE   9,745 0 0
FIRST SOLAR INC COM 336433107   4,820,473 29,832 SH   SOLE   29,832 0 0
FORTINET INC COM 34959E109   4,791,281 81,651 SH   SOLE   81,651 0 0
HONEYWELL INTL INC COM 438516106   6,377,403 34,521 SH   SOLE   34,521 0 0
HUBSPOT INC COM 443573100   3,068,029 6,230 SH   SOLE   6,230 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,693,948 11,675 SH   SOLE   11,675 0 0
ILLUMINA INC COM 452327109   4,826,010 35,155 SH   SOLE   35,155 0 0
INSULET CORP COM 45784P101   799,045 5,010 SH   SOLE   5,010 0 0
INTEL CORP COM 458140100   1,926,814 54,200 SH   SOLE   54,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   11,595,291 39,671 SH   SOLE   39,671 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747   2,720,947 28,074 SH   SOLE   28,074 0 0
ISHARES TR CALIF MUN BD ETF 464288356   24,762,053 451,533 SH   SOLE   451,533 0 0
ISHARES TR CORE S&P500 ETF 464287200   970,226 2,249 SH   SOLE   2,249 0 0
ISHARES TR CORE US AGGBD ET 464287226   7,220,191 76,778 SH   SOLE   76,778 0 0
ISHARES TR GBL COMM SVC ETF 464287275   3,505,490 51,317 SH   SOLE   51,317 0 0
ISHARES TR GLB CNS DISC ETF 464288745   3,938,226 26,871 SH   SOLE   26,871 0 0
ISHARES TR GLB CNSM STP ETF 464288737   2,781,886 48,754 SH   SOLE   48,754 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325   2,417,763 29,335 SH   SOLE   29,335 0 0
ISHARES TR GLOB INDSTRL ETF 464288729   3,793,875 33,571 SH   SOLE   33,571 0 0
ISHARES TR GLOB UTILITS ETF 464288711   557,305 10,322 SH   SOLE   10,322 0 0
ISHARES TR GLOBAL MATER ETF 464288695   604,186 7,697 SH   SOLE   7,697 0 0
ISHARES TR GLOBAL TECH ETF 464287291   6,448,811 111,494 SH   SOLE   111,494 0 0
ISHARES TR IBOXX HI YD ETF 464288513   199,782 2,710 SH   SOLE   2,710 0 0
ISHARES TR NATIONAL MUN ETF 464288414   25,436,161 248,061 SH   SOLE   248,061 0 0
ISHARES TR PFD AND INCM SEC 464288687   208,005 6,899 SH   SOLE   6,899 0 0
ISHARES TR S&P MC 400GR ETF 464287606   3,691,368 51,000 SH   SOLE   51,000 0 0
ISHARES TR S&P SML 600 GWT 464287887   1,177,387 10,713 SH   SOLE   10,713 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   23,667,151 230,091 SH   SOLE   230,091 0 0
ISHARES TR TIPS BD ETF 464287176   4,329,940 41,746 SH   SOLE   41,746 0 0
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   1,166,991 23,168 SH   SOLE   23,168 0 0
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647   1,783,644 36,875 SH   SOLE   36,875 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   28,303,157 561,014 SH   SOLE   561,014 0 0
JOHNSON & JOHNSON COM 478160104   2,496,182 16,027 SH   SOLE   16,027 0 0
LAUDER ESTEE COS INC CL A 518439104   1,852,704 12,817 SH   SOLE   12,817 0 0
LOWES COS INC COM 548661107   2,862,072 13,771 SH   SOLE   13,771 0 0
MERCADOLIBRE INC COM 58733R102   12,507,813 9,865 SH   SOLE   9,865 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,283,179 2,061 SH   SOLE   2,061 0 0
MICRON TECHNOLOGY INC COM 595112103   3,059,314 44,970 SH   SOLE   44,970 0 0
MICROSOFT CORP COM 594918104   6,625,713 20,984 SH   SOLE   20,984 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   3,754,749 90,367 SH   SOLE   90,367 0 0
MODERNA INC COM 60770K107   2,122,507 20,549 SH   SOLE   20,549 0 0
MONGODB INC CL A 60937P106   5,280,245 15,267 SH   SOLE   15,267 0 0
MOODYS CORP COM 615369105   2,415,114 7,639 SH   SOLE   7,639 0 0
NETFLIX INC COM 64110L106   11,521,898 30,514 SH   SOLE   30,514 0 0
NEXTERA ENERGY INC COM 65339F101   1,373,512 23,975 SH   SOLE   23,975 0 0
NIKE INC CL B 654106103   2,206,331 23,049 SH   SOLE   23,049 0 0
NVIDIA CORPORATION COM 67066G104   27,441,351 63,085 SH   SOLE   63,085 0 0
OKTA INC CL A 679295105   2,249,513 27,598 SH   SOLE   27,598 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,732,315 40,154 SH   SOLE   40,154 0 0
PUBLIC STORAGE COM 74460D109   240,858 914 SH   SOLE   914 0 0
REGENERON PHARMACEUTICALS COM 75886F107   9,708,460 11,797 SH   SOLE   11,797 0 0
REPLIGEN CORP COM 759916109   2,224,868 13,992 SH   SOLE   13,992 0 0
ROSS STORES INC COM 778296103   3,849,190 34,079 SH   SOLE   34,079 0 0
SCHRODINGER INC COM 80810D103   1,833,084 64,842 SH   SOLE   64,842 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   821,087 16,227 SH   SOLE   16,227 0 0
SERVICENOW INC COM 81762P102   1,963,068 3,512 SH   SOLE   3,512 0 0
SHERWIN WILLIAMS CO COM 824348106   3,534,402 13,858 SH   SOLE   13,858 0 0
SNOWFLAKE INC CL A 833445109   3,261,029 21,346 SH   SOLE   21,346 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   3,857,456 29,785 SH   SOLE   29,785 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622   200,960 2,223 SH   SOLE   2,223 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,844,294 18,393 SH   SOLE   18,393 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   1,843,901 45,891 SH   SOLE   45,891 0 0
STARBUCKS CORP COM 855244109   3,368,426 36,906 SH   SOLE   36,906 0 0
TESLA INC COM 88160R101   16,451,715 65,749 SH   SOLE   65,749 0 0
TEXAS INSTRS INC COM 882508104   2,569,981 16,162 SH   SOLE   16,162 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,895,672 7,694 SH   SOLE   7,694 0 0
TJX COS INC NEW COM 872540109   3,909,417 43,985 SH   SOLE   43,985 0 0
TORO CO COM 891092108   400,578 4,820 SH   SOLE   4,820 0 0
TRAVELERS COMPANIES INC COM 89417E109   2,949,643 18,062 SH   SOLE   18,062 0 0
TWILIO INC CL A 90138F102   2,249,250 38,429 SH   SOLE   38,429 0 0
UNION PAC CORP COM 907818108   2,186,986 10,740 SH   SOLE   10,740 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,905,230 12,223 SH   SOLE   12,223 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   3,503,540 22,317 SH   SOLE   22,317 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   4,079,192 54,266 SH   SOLE   54,266 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   744,290 3,803 SH   SOLE   3,803 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   520,434 2,499 SH   SOLE   2,499 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,527,587 20,057 SH   SOLE   20,057 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   999,061 19,261 SH   SOLE   19,261 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   1,012,091 25,998 SH   SOLE   25,998 0 0
VEEVA SYS INC CL A COM 922475108   2,114,049 10,391 SH   SOLE   10,391 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,647,003 50,818 SH   SOLE   50,818 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   4,501,843 12,946 SH   SOLE   12,946 0 0
WALMART INC COM 931142103   4,248,183 26,563 SH   SOLE   26,563 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   226,394 7,384 SH   SOLE   7,384 0 0
WOLFSPEED INC COM 977852102   1,646,682 43,220 SH   SOLE   43,220 0 0
WORKDAY INC CL A 98138H101   2,084,690 9,703 SH   SOLE   9,703 0 0