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
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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
AMAZON COM INC COM Stock 023135106   291,725 1,920 SH   SOLE 0 0 0 1,920
BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF ETF 46431W838   501,800 10,038 SH   SOLE 0 0 0 10,038
JOHNSON & JOHNSON COM Stock 478160104   1,097,807 7,004 SH   SOLE 0 367 0 6,637
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   28,693,306 120,957 SH   SOLE 0 18,653 0 102,303
WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527   459,014 9,136 SH   SOLE 0 0 0 9,136
COSTCO WHSL CORP NEW COM Stock 22160K105   330,040 500 SH   SOLE 0 0 0 500
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570   664,574 7,299 SH   SOLE 0 144 0 7,155
VANGUARD REIT INDEX ETF ETF 922908553   1,884,277 21,325 SH   SOLE 0 4,403 0 16,921
ISHARES MSCI USA ESG SELECT ETF ETF 464288802   2,367,413 23,554 SH   SOLE 0 0 0 23,554
ISHARES MSCI ACWI EX US ETF 464288240   2,910,483 57,024 SH   SOLE 0 0 0 57,023
INTEL CORP COM Stock 458140100   408,834 8,136 SH   SOLE 0 0 0 8,136
STATE STR CORP COM Stock 857477103   429,206 5,541 SH   SOLE 0 3,734 0 1,807
ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516   554,086 7,335 SH   SOLE 0 29 0 7,306
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158   818,137 7,760 SH   SOLE 0 0 0 7,760
ISHARES CORE U.S. REIT ETF ETF 464288521   206,139 3,797 SH   SOLE 0 2,687 0 1,110
ISHARES S&P 100 ETF ETF 464287101   707,569 3,167 SH   SOLE 0 53 0 3,114
VERIZON COMMUNICATIONS Stock 92343V104   231,214 6,133 SH   SOLE 0 500 0 5,633
ISHARES COHEN & STEERS REIT ETF ETF 464287564   750,670 12,782 SH   SOLE 0 2,963 0 9,818
PEPSICO INC COM Stock 713448108   1,152,534 6,786 SH   SOLE 0 861 0 5,925
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356   1,088,517 18,787 SH   SOLE 0 0 0 18,786
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243   629,528 25,716 SH   SOLE 0 25,716 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102   1,040,806 18,696 SH   SOLE 0 3,540 0 15,156
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   2,114,002 57,197 SH   SOLE 0 0 0 57,197
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   2,549,393 45,202 SH   SOLE 0 8,274 0 36,928
ISHARES S&P SMALL-CAP FUND ETF 464287804   224,294 2,072 SH   SOLE 0 72 0 2,000
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   653,758 1,833 SH   SOLE 0 1,283 0 550
VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409   1,050,759 13,581 SH   SOLE 0 3,476 0 10,104
ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665   249,173 5,740 SH   SOLE 0 5,740 0 0
MICROSOFT CORP COM Stock 594918104   3,320,057 8,829 SH   SOLE 0 466 0 8,363
SCHLUMBERGER LTD COM STK Stock 806857108   239,436 4,601 SH   SOLE 0 0 0 4,601
VANGUARD SMALL-CAP ETF ETF 922908751   216,530 1,015 SH   SOLE 0 1,015 0 0
VANGUARD MID CAP ETF 922908629   400,241 1,720 SH   SOLE 0 0 0 1,720
VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102   820,703 14,070 SH   SOLE 0 903 0 13,167
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702   382,360 790 SH   SOLE 0 775 0 15
VANGUARD S&P 500 ETF ETF 922908363   598,416 1,370 SH   SOLE 0 1,370 0 0
ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747   1,364,584 13,841 SH   SOLE 0 7,258 0 6,583
GLADSTONE LD CORP COM REIT 376549101   289,000 20,000 SH   SOLE 0 0 0 20,000
ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759   643,208 10,069 SH   SOLE 0 9,239 0 830
ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767   925,417 23,240 SH   SOLE 0 19,109 0 4,131
SCHWAB US AGGREGATE BOND ETF ETF 808524839   1,042,732 22,367 SH   SOLE 0 1,303 0 21,063
COUPANG INC CL A Stock 22266T109   427,821 26,425 SH   SOLE 0 0 0 26,425
VINTAGE WINE ESTATES INC COM Stock 92747V106   5,023 10,000 SH   SOLE 0 0 0 10,000
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697   1,824,831 23,386 SH   SOLE 0 5,230 0 18,155
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880   1,067,618 43,719 SH   SOLE 0 21,110 0 22,609
DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807   232,652 6,771 SH   SOLE 0 6,771 0 0
ISHARES TR S&P 1500 INDEX FD ETF 464287150   411,028 3,906 SH   SOLE 0 0 0 3,906
DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724   475,486 12,775 SH   SOLE 0 12,775 0 0
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805   201,310 4,239 SH   SOLE 0 50 0 4,189
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834   668,389 10,294 SH   SOLE 0 3,000 0 7,294
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   379,199 7,497 SH   SOLE 0 267 0 7,230
VANGUARD TOTAL BOND MARKET ETF ETF 921937835   1,363,057 18,532 SH   SOLE 0 695 0 17,837
VANGUARD FTSE ALL-WORLD EX-US ETF 922042775   8,331,709 148,409 SH   SOLE 0 43,961 0 104,448
QUALCOMM INC Stock 747525103   1,118,135 7,731 SH   SOLE 0 800 0 6,931
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407   350,564 7,101 SH   SOLE 0 988 0 6,113
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556   1,208,828 8,898 SH   SOLE 0 8,898 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301   476,443 3,733 SH   SOLE 0 0 0 3,733
ISHARES CORE S&P 500 ETF ETF 464287200   18,194,780 38,094 SH   SOLE 0 4,243 0 33,850
CINTAS CORP Stock 172908105   923,275 1,532 SH   SOLE 0 0 0 1,532
ISHARES PREFERRED & INCOME SECURITIES ETF ETF 464288687   275,096 8,820 SH   SOLE 0 0 0 8,820
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   504,251 950 SH   SOLE 0 0 0 950
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858   2,960,986 61,816 SH   SOLE 0 6,279 0 55,537
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858   3,458,565 84,150 SH   SOLE 0 4,797 0 79,353
GILEAD SCIENCES INC Stock 375558103   454,466 5,610 SH   SOLE 0 3,000 0 2,610
ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803   2,808,709 89,137 SH   SOLE 0 14,016 0 75,121
ALLIANT ENERGY CORP COM Stock 018802108   843,526 16,443 SH   SOLE 0 0 0 16,443
VANGUARD SHORT-TERM BOND ETF ETF 921937827   830,969 10,789 SH   SOLE 0 4,789 0 6,000
ISHARES RUSSELL 3000 ETF ETF 464287689   483,972 1,768 SH   SOLE 0 0 0 1,768
EXXON MOBIL CORP COM Stock 30231G102   793,841 7,940 SH   SOLE 0 300 0 7,640
ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381   315,395 5,268 SH   SOLE 0 65 0 5,203
ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224   307,274 19,735 SH   SOLE 0 10,152 0 9,583
APPLE INC COM Stock 037833100   339,238 1,762 SH   SOLE 0 34 0 1,728