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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 399 2,460 SH   SOLE   2,460 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 516 1,132 SH   SOLE   1,132 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 91 200 SH Call SOLE   200 0 0
ALPHABET INC CAP STK CL A 02079K305 1,549 557 SH   SOLE   557 0 0
ALPHABET INC CAP STK CL A 02079K305 834 300 SH Call SOLE   300 0 0
ALPHABET INC CAP STK CL C 02079K107 1,005 360 SH   SOLE   360 0 0
AMAZON COM INC COM 023135106 3,211 985 SH   SOLE   985 0 0
AMPLITUDE INC COM CL A 03213A104 1,180 64,000 SH   SOLE   64,000 0 0
AON PLC SHS CL A G0403H108 209 643 SH   SOLE   643 0 0
APPLE INC COM 037833100 10,659 61,044 SH   SOLE   61,044 0 0
APPLE INC COM 037833100 175 1,000 SH Call SOLE   1,000 0 0
APPLIED MATLS INC COM 038222105 178 1,348 SH   SOLE   1,348 0 0
APPLIED MATLS INC COM 038222105 80 600 SH Call SOLE   600 0 0
ASPEN TECHNOLOGY INC COM 045327103 325 1,966 SH   SOLE   1,966 0 0
AT&T INC COM 00206R102 409 17,313 SH   SOLE   17,313 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 697 1,974 SH   SOLE   1,974 0 0
BK OF AMERICA CORP COM 060505104 277 6,712 SH   SOLE   6,712 0 0
BK OF AMERICA CORP COM 060505104 412 10,000 SH Call SOLE   10,000 0 0
BROADCOM INC COM 11135F101 489 777 SH   SOLE   777 0 0
BROADCOM INC COM 11135F101 126 200 SH Call SOLE   200 0 0
CACI INTL INC CL A 127190304 202 671 SH   SOLE   671 0 0
CHEVRON CORP NEW COM 166764100 1,033 6,342 SH   SOLE   6,342 0 0
COCA COLA CO COM 191216100 202 3,261 SH   SOLE   3,261 0 0
COMCAST CORP NEW CL A 20030N101 316 6,739 SH   SOLE   6,739 0 0
CONOCOPHILLIPS COM 20825C104 657 6,569 SH   SOLE   6,569 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 351 1,547 SH   SOLE   1,547 0 0
DANAHER CORPORATION COM 235851102 343 1,168 SH   SOLE   1,168 0 0
DEERE & CO COM 244199105 131 316 SH   SOLE   316 0 0
DEERE & CO COM 244199105 83 200 SH Call SOLE   200 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 208 4,236 SH   SOLE   4,236 0 0
DISNEY WALT CO COM 254687106 489 3,568 SH   SOLE   3,568 0 0
DOMINION ENERGY INC COM 25746U109 331 3,891 SH   SOLE   3,891 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 310 12,000 SH   SOLE   12,000 0 0
EQUIFAX INC COM 294429105 254 1,070 SH   SOLE   1,070 0 0
EXXON MOBIL CORP COM 30231G102 2,866 34,707 SH   SOLE   34,707 0 0
FEDEX CORP COM 31428X106 114 493 SH   SOLE   493 0 0
FEDEX CORP COM 31428X106 139 600 SH Call SOLE   600 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 407 5,484 SH   SOLE   5,484 0 0
HECLA MNG CO COM 422704106 401 61,000 SH   SOLE   61,000 0 0
HOME DEPOT INC COM 437076102 366 1,224 SH   SOLE   1,224 0 0
ILLINOIS TOOL WKS INC COM 452308109 254 1,212 SH   SOLE   1,212 0 0
INTEL CORP COM 458140100 304 6,129 SH   SOLE   6,129 0 0
INTEL CORP COM 458140100 30 600 SH Call SOLE   600 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 320 2,460 SH   SOLE   2,460 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,979 5,459 SH   SOLE   5,459 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 363 1,000 SH Put SOLE   1,000 0 0
ISHARES GOLD TR ISHARES NEW 464285204 2,215 60,139 SH   SOLE   60,139 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 297 8,097 SH   SOLE   8,097 0 0
ISHARES INC MSCI EM ASIA ETF 464286426 1,442 19,520 SH   SOLE   19,520 0 0
ISHARES TR 10-20 YR TRS ETF 464288653 1,980 14,710 SH   SOLE   14,710 0 0
ISHARES TR CORE S&P MCP ETF 464287507 670 2,497 SH   SOLE   2,497 0 0
ISHARES TR CORE S&P500 ETF 464287200 2,414 5,320 SH   SOLE   5,320 0 0
ISHARES TR CORE TOTAL USD 46434V613 6,317 127,286 SH   SOLE   127,286 0 0
ISHARES TR EAFE GRWTH ETF 464288885 14,682 152,510 SH   SOLE   152,510 0 0
ISHARES TR EAFE SML CP ETF 464288273 14,629 220,511 SH   SOLE   220,511 0 0
ISHARES TR EAFE VALUE ETF 464288877 12,796 254,598 SH   SOLE   254,598 0 0
ISHARES TR ESG ADV TTL USD 46436E619 1,965 42,275 SH   SOLE   42,275 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 498 6,749 SH   SOLE   6,749 0 0
ISHARES TR ESG AWARE MSCI 46435U663 794 20,885 SH   SOLE   20,885 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 34,996 345,295 SH   SOLE   345,295 0 0
ISHARES TR ESG AWRE USD ETF 46435G193 326 12,983 SH   SOLE   12,983 0 0
ISHARES TR ESG EAFE ETF 46436E759 628 10,300 SH   SOLE   10,300 0 0
ISHARES TR ESG MSCI USA ETF 46436E767 1,343 37,627 SH   SOLE   37,627 0 0
ISHARES TR FALN ANGLS USD 46435G474 2,443 87,992 SH   SOLE   87,992 0 0
ISHARES TR MBS ETF 464288588 1,566 15,369 SH   SOLE   15,369 0 0
ISHARES TR MSCI KLD400 SOC 464288570 461 5,326 SH   SOLE   5,326 0 0
ISHARES TR MSCI USA ESG SLC 464288802 239 2,464 SH   SOLE   2,464 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 2,871 37,012 SH   SOLE   37,012 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 219 1,624 SH   SOLE   1,624 0 0
ISHARES TR MSCI USA VALUE 46432F388 2,954 28,246 SH   SOLE   28,246 0 0
ISHARES TR NATIONAL MUN ETF 464288414 20,197 184,216 SH   SOLE   184,216 0 0
ISHARES TR PFD AND INCM SEC 464288687 314 8,623 SH   SOLE   8,623 0 0
ISHARES TR RUS 1000 ETF 464287622 19,125 76,477 SH   SOLE   76,477 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 261 1,019 SH   SOLE   1,019 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 449 2,783 SH   SOLE   2,783 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,291 20,906 SH   SOLE   20,906 0 0
ISHARES TR U.S. TECH ETF 464287721 2,919 28,328 SH   SOLE   28,328 0 0
ISHARES TR US TREAS BD ETF 46429B267 9,113 365,825 SH   SOLE   365,825 0 0
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 2,465 61,554 SH   SOLE   61,554 0 0
JOHNSON & JOHNSON COM 478160104 721 4,068 SH   SOLE   4,068 0 0
JPMORGAN CHASE & CO COM 46625H100 708 5,193 SH   SOLE   5,193 0 0
JPMORGAN CHASE & CO COM 46625H100 41 300 SH Call SOLE   300 0 0
LAM RESEARCH CORP COM 512807108 158 293 SH   SOLE   293 0 0
LAM RESEARCH CORP COM 512807108 54 100 SH Call SOLE   100 0 0
LOCKHEED MARTIN CORP COM 539830109 233 527 SH   SOLE   527 0 0
MASTERCARD INCORPORATED CL A 57636Q104 275 769 SH   SOLE   769 0 0
MCDONALDS CORP COM 580135101 432 1,747 SH   SOLE   1,747 0 0
MEDTRONIC PLC SHS G5960L103 208 1,876 SH   SOLE   1,876 0 0
MERCK & CO INC COM 58933Y105 401 4,892 SH   SOLE   4,892 0 0
META PLATFORMS INC CL A 30303M102 797 3,586 SH   SOLE   3,586 0 0
META PLATFORMS INC CL A 30303M102 111 500 SH Call SOLE   500 0 0
MICROSOFT CORP COM 594918104 4,236 13,739 SH   SOLE   13,739 0 0
MICROSOFT CORP COM 594918104 647 2,100 SH Call SOLE   2,100 0 0
NEW GOLD INC CDA COM 644535106 20 11,000 SH   SOLE   11,000 0 0
NVIDIA CORPORATION COM 67066G104 1,933 7,083 SH   SOLE   7,083 0 0
NVIDIA CORPORATION COM 67066G104 627 2,300 SH Call SOLE   2,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 449 2,426 SH   SOLE   2,426 0 0
NXP SEMICONDUCTORS N V COM N6596X109 37 200 SH Call SOLE   200 0 0
ORACLE CORP COM 68389X105 767 9,274 SH   SOLE   9,274 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104 217 14,667 SH   SOLE   14,667 0 0
PALO ALTO NETWORKS INC COM 697435105 311 499 SH   SOLE   499 0 0
PAYPAL HLDGS INC COM 70450Y103 411 3,555 SH   SOLE   3,555 0 0
PAYPAL HLDGS INC COM 70450Y103 104 900 SH Call SOLE   900 0 0
PEPSICO INC COM 713448108 360 2,152 SH   SOLE   2,152 0 0
PFIZER INC COM 717081103 721 13,931 SH   SOLE   13,931 0 0
PHILLIPS 66 COM 718546104 377 4,366 SH   SOLE   4,366 0 0
PROCTER AND GAMBLE CO COM 742718109 556 3,640 SH   SOLE   3,640 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 287 2,901 SH   SOLE   2,901 0 0
SALESFORCE COM INC COM 79466L302 367 1,727 SH   SOLE   1,727 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 2,069 35,372 SH   SOLE   35,372 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 267 4,994 SH   SOLE   4,994 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 8,625 170,551 SH   SOLE   170,551 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 841 10,662 SH   SOLE   10,662 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 242 3,238 SH   SOLE   3,238 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 650 12,070 SH   SOLE   12,070 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4,877 102,971 SH   SOLE   102,971 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 3,080 50,738 SH   SOLE   50,738 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 4,395 57,496 SH   SOLE   57,496 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 153 2,000 SH Call SOLE   2,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 76 1,000 SH Put SOLE   1,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 30 777 SH   SOLE   777 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 191 5,000 SH Call SOLE   5,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 36 348 SH   SOLE   348 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 257 2,500 SH Call SOLE   2,500 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 436 2,745 SH   SOLE   2,745 0 0
SERVICENOW INC COM 81762P102 218 392 SH   SOLE   392 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 745 1,650 SH   SOLE   1,650 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854 38,491 724,461 SH   SOLE   724,461 0 0
TESLA INC COM 88160R101 5,340 4,955 SH   SOLE   4,955 0 0
TEXAS INSTRS INC COM 882508104 702 3,824 SH   SOLE   3,824 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 371 628 SH   SOLE   628 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 59 100 SH Call SOLE   100 0 0
UNION PAC CORP COM 907818108 351 1,283 SH   SOLE   1,283 0 0
UNITEDHEALTH GROUP INC COM 91324P102 496 972 SH   SOLE   972 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51 100 SH Call SOLE   100 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 209 2,554 SH   SOLE   2,554 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 447 2,696 SH   SOLE   2,696 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 368 1,278 SH   SOLE   1,278 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 369 888 SH   SOLE   888 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,452 6,376 SH   SOLE   6,376 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 249 1,686 SH   SOLE   1,686 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,079 18,729 SH   SOLE   18,729 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10,747 232,981 SH   SOLE   232,981 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 102,085 492,689 SH   SOLE   492,689 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 59,676 720,288 SH   SOLE   720,288 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2,081 12,830 SH   SOLE   12,830 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 221 3,695 SH   SOLE   3,695 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 21,145 440,237 SH   SOLE   440,237 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 217 4,265 SH   SOLE   4,265 0 0
VISA INC COM CL A 92826C839 770 3,473 SH   SOLE   3,473 0 0
WALMART INC COM 931142103 696 4,672 SH   SOLE   4,672 0 0
WHEELS UP EXPERIENCE INC COM CL A 96328L106 33 10,600 SH   SOLE   10,600 0 0
WISDOMTREE TR EM EX ST-OWNED 97717X578 5,633 172,473 SH   SOLE   172,473 0 0
WP CAREY INC COM 92936U109 355 4,388 SH   SOLE   4,388 0 0
XCEL ENERGY INC COM 98389B100 257 3,559 SH   SOLE   3,559 0 0