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   400,444 2,220 SH   SOLE 0 300 0 1,920
BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF ETF 46431W838   772,901 15,421 SH   SOLE 0 0 0 15,421
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   328,025 1,575 SH   SOLE 0 1,575 0 0
JOHNSON & JOHNSON COM Stock 478160104   1,117,612 7,065 SH   SOLE 0 428 0 6,637
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   33,947,527 130,618 SH   SOLE 0 27,925 0 102,692
WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527   461,536 9,177 SH   SOLE 0 0 0 9,177
COSTCO WHSL CORP NEW COM Stock 22160K105   366,315 500 SH   SOLE 0 0 0 500
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570   735,812 7,299 SH   SOLE 0 144 0 7,155
VANGUARD REIT INDEX ETF ETF 922908553   1,811,714 20,950 SH   SOLE 0 3,802 0 17,146
ISHARES MSCI USA ESG SELECT ETF ETF 464288802   2,571,390 23,554 SH   SOLE 0 0 0 23,554
ISHARES MSCI ACWI EX US ETF 464288240   3,044,488 57,024 SH   SOLE 0 0 0 57,023
INTEL CORP COM Stock 458140100   373,148 8,448 SH   SOLE 0 312 0 8,136
STATE STR CORP COM Stock 857477103   401,600 5,194 SH   SOLE 0 3,387 0 1,807
ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516   586,140 7,335 SH   SOLE 0 29 0 7,306
MERCK & CO INC Stock 58933Y105   214,023 1,622 SH   SOLE 0 536 0 1,086
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158   1,081,651 10,328 SH   SOLE 0 0 0 10,328
ISHARES CORE U.S. REIT ETF ETF 464288521   322,585 5,996 SH   SOLE 0 4,886 0 1,110
ISHARES S&P 100 ETF ETF 464287101   770,538 3,114 SH   SOLE 0 0 0 3,114
VERIZON COMMUNICATIONS Stock 92343V104   240,263 5,726 SH   SOLE 0 93 0 5,633
ISHARES COHEN & STEERS REIT ETF ETF 464287564   739,225 12,812 SH   SOLE 0 2,963 0 9,848
PEPSICO INC COM Stock 713448108   1,196,543 6,837 SH   SOLE 0 912 0 5,925
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356   628,049 10,915 SH   SOLE 0 1,475 0 9,440
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   1,141,391 18,696 SH   SOLE 0 3,540 0 15,156
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   2,231,828 57,197 SH   SOLE 0 0 0 57,197
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   2,787,549 44,917 SH   SOLE 0 8,274 0 36,643
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   788,475 1,875 SH   SOLE 0 1,325 0 550
VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409   1,051,300 13,598 SH   SOLE 0 3,476 0 10,122
ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665   245,729 5,740 SH   SOLE 0 5,740 0 0
MICROSOFT CORP COM Stock 594918104   3,845,802 9,141 SH   SOLE 0 778 0 8,363
SCHLUMBERGER LTD COM STK Stock 806857108   252,181 4,601 SH   SOLE 0 0 0 4,601
VANGUARD SMALL-CAP ETF ETF 922908751   232,019 1,015 SH   SOLE 0 1,015 0 0
VANGUARD MID CAP ETF 922908629   371,429 1,487 SH   SOLE 0 0 0 1,486
VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102   1,121,216 19,308 SH   SOLE 0 1,414 0 17,894
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702   414,229 790 SH   SOLE 0 775 0 15
VANGUARD S&P 500 ETF ETF 922908363   954,190 1,985 SH   SOLE 0 1,985 0 0
ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747   1,376,211 13,841 SH   SOLE 0 7,258 0 6,583
GLADSTONE LD CORP COM REIT 376549101   266,800 20,000 SH   SOLE 0 0 0 20,000
ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759   874,789 12,840 SH   SOLE 0 11,366 0 1,474
ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767   1,175,300 26,031 SH   SOLE 0 21,025 0 5,006
SCHWAB US AGGREGATE BOND ETF ETF 808524839   1,035,030 22,501 SH   SOLE 0 1,303 0 21,197
COUPANG INC CL A Stock 22266T109   470,101 26,425 SH   SOLE 0 0 0 26,425
VINTAGE WINE ESTATES INC COM Stock 92747V106   3,600 10,000 SH   SOLE 0 0 0 10,000
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697   1,900,047 22,733 SH   SOLE 0 5,143 0 17,589
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880   1,112,211 43,719 SH   SOLE 0 21,110 0 22,609
DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807   248,834 6,771 SH   SOLE 0 6,771 0 0
ISHARES TR S&P 1500 INDEX FD ETF 464287150   560,473 4,861 SH   SOLE 0 0 0 4,861
DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724   522,498 12,775 SH   SOLE 0 12,775 0 0
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805   203,006 4,239 SH   SOLE 0 50 0 4,189
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834   698,551 10,294 SH   SOLE 0 3,000 0 7,294
ISHARES CORE MSCI EAFE ETF ETF 46432F842   300,591 4,050 SH   SOLE 0 4,050 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   600,419 11,636 SH   SOLE 0 4,406 0 7,230
VANGUARD TOTAL BOND MARKET ETF ETF 921937835   1,119,841 15,418 SH   SOLE 0 695 0 14,723
VANGUARD FTSE ALL-WORLD EX-US ETF 922042775   8,796,506 149,983 SH   SOLE 0 43,873 0 106,110
QUALCOMM INC Stock 747525103   1,319,694 7,795 SH   SOLE 0 864 0 6,931
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407   253,156 5,146 SH   SOLE 0 988 0 4,158
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556   1,221,019 8,898 SH   SOLE 0 8,898 0 0
GE AEROSPACE COM NEW Stock 369604301   655,253 3,733 SH   SOLE 0 0 0 3,733
ISHARES CORE S&P 500 ETF ETF 464287200   19,996,078 38,035 SH   SOLE 0 4,194 0 33,840
CINTAS CORP Stock 172908105   1,051,156 1,530 SH   SOLE 0 0 0 1,530
ISHARES PREFERRED & INCOME SECURITIES ETF ETF 464288687   592,323 18,378 SH   SOLE 0 0 0 18,378
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   552,150 950 SH   SOLE 0 0 0 950
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858   3,184,792 63,480 SH   SOLE 0 7,943 0 55,537
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858   3,529,022 84,487 SH   SOLE 0 5,134 0 79,353
GILEAD SCIENCES INC Stock 375558103   391,009 5,338 SH   SOLE 0 2,728 0 2,610
ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803   2,818,985 80,820 SH   SOLE 0 14,331 0 66,488
ALLIANT ENERGY CORP COM Stock 018802108   828,727 16,443 SH   SOLE 0 0 0 16,443
VANGUARD SHORT-TERM BOND ETF ETF 921937827   968,955 12,638 SH   SOLE 0 6,638 0 6,000
ISHARES GLOBAL INFRASTRUCTURE ETF ETF 464288372   431,866 9,069 SH   SOLE 0 8,745 0 324
ISHARES RUSSELL 3000 ETF ETF 464287689   530,541 1,768 SH   SOLE 0 0 0 1,768
EXXON MOBIL CORP COM Stock 30231G102   922,946 7,940 SH   SOLE 0 300 0 7,640
ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381   702,324 11,780 SH   SOLE 0 7,544 0 4,236
ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224   549,889 39,334 SH   SOLE 0 31,731 0 7,603
APPLE INC COM Stock 037833100   397,491 2,318 SH   SOLE 0 590 0 1,728