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   2,052,481 105,526 SH   SOLE   105,526 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,742,092 9,038 SH   SOLE   9,038 0 0
ADOBE INC COM 00724F101   3,524,902 6,345 SH   SOLE   6,345 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,545,774 28,024 SH   SOLE   28,024 0 0
AIR PRODS & CHEMS INC COM 009158106   1,575,331 6,105 SH   SOLE   6,105 0 0
ALIGN TECHNOLOGY INC COM 016255101   2,419,733 10,023 SH   SOLE   10,023 0 0
ALPHABET INC CAP STK CL A 02079K305   15,957,683 87,607 SH   SOLE   87,607 0 0
ALPHABET INC CAP STK CL C 02079K107   5,127,588 27,955 SH   SOLE   27,955 0 0
AMAZON COM INC COM 023135106   24,376,362 126,139 SH   SOLE   126,139 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,766,415 14,186 SH   SOLE   14,186 0 0
AMGEN INC COM 031162100   4,217,573 13,498 SH   SOLE   13,498 0 0
ANALOG DEVICES INC COM 032654105   3,939,436 17,259 SH   SOLE   17,259 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   240,866 2,040 SH   SOLE   2,040 0 0
APPLE INC COM 037833100   19,119,392 90,777 SH   SOLE   90,777 0 0
APPLIED MATLS INC COM 038222105   301,596 1,278 SH   SOLE   1,278 0 0
APTIV PLC SHS G6095L109   1,921,816 27,291 SH   SOLE   27,291 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,233,361 4,139 SH   SOLE   4,139 0 0
AUTODESK INC COM 052769106   4,414,385 17,840 SH   SOLE   17,840 0 0
BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778   736,002 22,957 SH   SOLE   22,957 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,698,862 14,009 SH   SOLE   14,009 0 0
BIONTECH SE SPONSORED ADS 09075V102   4,104,769 51,080 SH   SOLE   51,080 0 0
BLACKSTONE INC COM 09260D107   246,344 1,990 SH   SOLE   1,990 0 0
BROADCOM INC COM 11135F101   33,022,326 20,568 SH   SOLE   20,568 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,158,746 10,264 SH   SOLE   10,264 0 0
CARLYLE GROUP INC COM 14316J108   202,397 5,041 SH   SOLE   5,041 0 0
CATERPILLAR INC COM 149123101   3,966,547 11,908 SH   SOLE   11,908 0 0
CHEVRON CORP NEW COM 166764100   312,840 2,000 SH   SOLE   2,000 0 0
CHUBB LIMITED COM H1467J104   2,889,181 11,309 SH   SOLE   11,309 0 0
CISCO SYS INC COM 17275R102   2,040,360 42,946 SH   SOLE   42,946 0 0
CLOROX CO DEL COM 189054109   2,485,792 18,215 SH   SOLE   18,215 0 0
COGNEX CORP COM 192422103   3,328,279 71,178 SH   SOLE   71,178 0 0
COSTCO WHSL CORP NEW COM 22160K105   12,383,483 14,569 SH   SOLE   14,569 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,278,457 79,216 SH   SOLE   79,216 0 0
DEERE & CO COM 244199105   2,926,503 7,823 SH   SOLE   7,823 0 0
ENPHASE ENERGY INC COM 29355A107   635,203 6,371 SH   SOLE   6,371 0 0
EQUINIX INC COM 29444U700   3,391,089 4,482 SH   SOLE   4,482 0 0
EXACT SCIENCES CORP COM 30063P105   3,076,307 72,812 SH   SOLE   72,812 0 0
EXXON MOBIL CORP COM 30231G102   1,092,489 9,490 SH   SOLE   9,490 0 0
FIRST SOLAR INC COM 336433107   5,526,138 24,511 SH   SOLE   24,511 0 0
FORTINET INC COM 34959E109   4,925,627 81,726 SH   SOLE   81,726 0 0
GRAIL INC COM 384747101   169,455 11,025 SH   SOLE   11,025 0 0
HONEYWELL INTL INC COM 438516106   7,656,304 35,854 SH   SOLE   35,854 0 0
HUBSPOT INC COM 443573100   3,761,976 6,379 SH   SOLE   6,379 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,606,746 10,965 SH   SOLE   10,965 0 0
ILLUMINA INC COM 452327109   6,956,145 66,643 SH   SOLE   66,643 0 0
INTEL CORP COM 458140100   1,655,381 53,451 SH   SOLE   53,451 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   17,956,148 40,365 SH   SOLE   40,365 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   22,064,353 219,088 SH   SOLE   219,088 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747   3,263,108 32,798 SH   SOLE   32,798 0 0
ISHARES TR BLACKROCK ULTRA 46434V878   7,384,455 146,140 SH   SOLE   146,140 0 0
ISHARES TR CALIF MUN BD ETF 464288356   16,796,437 295,296 SH   SOLE   295,296 0 0
ISHARES TR CORE S&P500 ETF 464287200   831,203 1,519 SH   SOLE   1,519 0 0
ISHARES TR CORE US AGGBD ET 464287226   9,024,566 92,970 SH   SOLE   92,970 0 0
ISHARES TR GBL COMM SVC ETF 464287275   2,275,549 25,631 SH   SOLE   25,631 0 0
ISHARES TR GLB CNS DISC ETF 464288745   2,365,028 14,702 SH   SOLE   14,702 0 0
ISHARES TR GLB CNSM STP ETF 464288737   1,680,317 27,954 SH   SOLE   27,954 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325   1,528,275 16,461 SH   SOLE   16,461 0 0
ISHARES TR GLOB INDSTRL ETF 464288729   2,532,049 18,743 SH   SOLE   18,743 0 0
ISHARES TR GLOB UTILITS ETF 464288711   369,299 6,168 SH   SOLE   6,168 0 0
ISHARES TR GLOBAL MATER ETF 464288695   382,777 4,507 SH   SOLE   4,507 0 0
ISHARES TR GLOBAL TECH ETF 464287291   4,782,817 57,750 SH   SOLE   57,750 0 0
ISHARES TR NATIONAL MUN ETF 464288414   18,734,154 175,825 SH   SOLE   175,825 0 0
ISHARES TR PFD AND INCM SEC 464288687   231,136 7,326 SH   SOLE   7,326 0 0
ISHARES TR S&P MC 400GR ETF 464287606   2,467,155 28,001 SH   SOLE   28,001 0 0
ISHARES TR S&P SML 600 GWT 464287887   839,442 6,536 SH   SOLE   6,536 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   19,652,150 187,969 SH   SOLE   187,969 0 0
ISHARES TR TIPS BD ETF 464287176   5,471,966 51,245 SH   SOLE   51,245 0 0
ISHARES TR TRS FLT RT BD 46434V860   3,692,253 72,883 SH   SOLE   72,883 0 0
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   742,502 13,730 SH   SOLE   13,730 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   2,394,251 47,182 SH   SOLE   47,182 0 0
JOHNSON & JOHNSON COM 478160104   2,164,811 14,811 SH   SOLE   14,811 0 0
LAUDER ESTEE COS INC CL A 518439104   1,869,424 17,570 SH   SOLE   17,570 0 0
LOWES COS INC COM 548661107   2,845,999 12,909 SH   SOLE   12,909 0 0
MERCADOLIBRE INC COM 58733R102   18,976,569 11,547 SH   SOLE   11,547 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   3,113,132 2,228 SH   SOLE   2,228 0 0
MICRON TECHNOLOGY INC COM 595112103   5,399,127 41,049 SH   SOLE   41,049 0 0
MICROSOFT CORP COM 594918104   9,024,037 20,190 SH   SOLE   20,190 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,826,363 100,636 SH   SOLE   100,636 0 0
MODERNA INC COM 60770K107   3,768,769 31,737 SH   SOLE   31,737 0 0
MONGODB INC CL A 60937P106   3,974,864 15,902 SH   SOLE   15,902 0 0
MOODYS CORP COM 615369105   3,022,205 7,180 SH   SOLE   7,180 0 0
NETFLIX INC COM 64110L106   19,936,968 29,542 SH   SOLE   29,542 0 0
NIKE INC CL B 654106103   1,741,818 23,043 SH   SOLE   23,043 0 0
NVIDIA CORPORATION COM 67066G104   35,700,106 288,976 SH   SOLE   288,976 0 0
OKTA INC CL A 679295105   2,687,918 28,714 SH   SOLE   28,714 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,687,579 53,794 SH   SOLE   53,794 0 0
REGENERON PHARMACEUTICALS COM 75886F107   12,732,178 12,114 SH   SOLE   12,114 0 0
REPLIGEN CORP COM 759916109   2,037,760 16,165 SH   SOLE   16,165 0 0
ROSS STORES INC COM 778296103   4,760,934 32,762 SH   SOLE   32,762 0 0
SAMSARA INC COM CL A 79589L106   3,940,710 116,935 SH   SOLE   116,935 0 0
SCHRODINGER INC COM 80810D103   1,841,961 95,241 SH   SOLE   95,241 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   944,746 14,660 SH   SOLE   14,660 0 0
SERVICENOW INC COM 81762P102   4,648,434 5,909 SH   SOLE   5,909 0 0
SHERWIN WILLIAMS CO COM 824348106   3,929,426 13,167 SH   SOLE   13,167 0 0
SNOWFLAKE INC CL A 833445109   4,240,070 31,387 SH   SOLE   31,387 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,158,449 45,861 SH   SOLE   45,861 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101   3,693,080 127,921 SH   SOLE   127,921 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   5,153,060 16,422 SH   SOLE   16,422 0 0
STAAR SURGICAL CO COM PAR 852312305   3,220,769 67,649 SH   SOLE   67,649 0 0
STARBUCKS CORP COM 855244109   484,928 6,229 SH   SOLE   6,229 0 0
TESLA INC COM 88160R101   16,911,023 85,461 SH   SOLE   85,461 0 0
TEXAS INSTRS INC COM 882508104   3,516,505 18,077 SH   SOLE   18,077 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,008,454 7,246 SH   SOLE   7,246 0 0
TJX COS INC NEW COM 872540109   4,532,159 41,164 SH   SOLE   41,164 0 0
TORO CO COM 891092108   452,583 4,822 SH   SOLE   4,822 0 0
TRAVELERS COMPANIES INC COM 89417E109   3,425,564 16,846 SH   SOLE   16,846 0 0
UNION PAC CORP COM 907818108   2,478,597 10,955 SH   SOLE   10,955 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,652,425 12,075 SH   SOLE   12,075 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   4,688,069 22,298 SH   SOLE   22,298 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   4,416,349 57,580 SH   SOLE   57,580 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   951,559 3,807 SH   SOLE   3,807 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   609,712 2,512 SH   SOLE   2,512 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,665,264 19,691 SH   SOLE   19,691 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,161,825 19,813 SH   SOLE   19,813 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   964,868 23,783 SH   SOLE   23,783 0 0
VEEVA SYS INC CL A COM 922475108   2,224,304 12,154 SH   SOLE   12,154 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   5,936,339 12,665 SH   SOLE   12,665 0 0
WALMART INC COM 931142103   4,806,087 70,980 SH   SOLE   70,980 0 0
WOLFSPEED INC COM 977852102   3,126,974 137,389 SH   SOLE   137,389 0 0
WORKDAY INC CL A 98138H101   2,520,639 11,275 SH   SOLE   11,275 0 0