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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 513,531 3,445 SH   SOLE   0 0 3,445
ADOBE INC COM 00724F101 BBG001S5NCQ5 431,375 846 SH   SOLE   0 0 846
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 530,376 4,053 SH   SOLE   0 0 4,053
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,071,624 15,712 SH   SOLE   0 0 15,712
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 234,256 5,571 SH   SOLE   0 0 5,571
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,476,489 11,615 SH   SOLE   0 0 11,615
AMETEK INC COM 031100100 BBG001S5NN54 1,306,494 8,842 SH   SOLE   0 0 8,842
AMGEN INC COM 031162100 BBG001S5NNL6 200,602 746 SH   SOLE   0 0 746
APPLE INC COM 037833100 BBG001S5N8V8 36,909,551 215,581 SH   SOLE   0 0 215,581
AT&T INC COM 00206R102 BBG001S5VWH2 211,128 14,056 SH   SOLE   0 0 14,056
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 213,631 7,802 SH   SOLE   0 0 7,802
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 971,732 2,774 SH   SOLE   0 0 2,774
BLACKSTONE INC COM 09260D107 BBG001S7H949 310,706 2,900 SH   SOLE   0 0 2,900
BLOCK H & R INC COM 093671105 BBG001S5S031 215,300 5,000 SH   SOLE   0 0 5,000
BOEING CO COM 097023105 BBG001S5P0V3 359,975 1,878 SH   SOLE   0 0 1,878
BURLINGTON STORES INC COM 122017106 BBG004S641P3 354,486 2,620 SH   SOLE   0 0 2,620
CABOT CORP COM 127055101 BBG001S5PK58 222,426 3,211 SH   SOLE   0 0 3,211
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 945,401 4,035 SH   SOLE   0 0 4,035
CATERPILLAR INC COM 149123101 BBG001S5PJ06 401,046 1,469 SH   SOLE   0 0 1,469
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 620,527 3,680 SH   SOLE   0 0 3,680
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 210,932 2,302 SH   SOLE   0 0 2,302
CISCO SYS INC COM 17275R102 BBG001S6HC62 534,736 9,947 SH   SOLE   0 0 9,947
CLOROX CO DEL COM 189054109 BBG001S5PX50 216,178 1,649 SH   SOLE   0 0 1,649
COCA COLA CO COM 191216100 BBG001S5SMQ8 479,193 8,560 SH   SOLE   0 0 8,560
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 235,448 3,311 SH   SOLE   0 0 3,311
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 391,504 693 SH   SOLE   0 0 693
DEERE & CO COM 244199105 BBG001S5QFF7 821,378 2,177 SH   SOLE   0 0 2,177
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 671,925 25,646 SH   SOLE   0 0 25,646
DISNEY WALT CO COM 254687106 BBG001S5QHF3 230,448 2,843 SH   SOLE   0 0 2,843
ELI LILLY & CO COM 532457108 BBG001S5STL8 3,300,127 6,144 SH   SOLE   0 0 6,144
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 242,332 2,061 SH   SOLE   0 0 2,061
HOME DEPOT INC COM 437076102 BBG001S5RTW7 558,770 1,849 SH   SOLE   0 0 1,849
HUBSPOT INC COM 443573100 BBG001T53670 251,175 510 SH   SOLE   0 0 510
INTEL CORP COM 458140100 BBG001S5SF65 373,795 10,515 SH   SOLE   0 0 10,515
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 314,014 2,238 SH   SOLE   0 0 2,238
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 BBG001T06LL9 3,579,879 152,530 SH   SOLE   0 0 152,530
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 BBG00KJR2976 413,990 13,731 SH   SOLE   0 0 13,731
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,859,713 5,191 SH   SOLE   0 0 5,191
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 11,040,538 231,993 SH   SOLE   0 0 231,993
ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 814,892 19,924 SH   SOLE   0 0 19,924
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 2,593,056 85,636 SH   SOLE   0 0 85,636
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 540,896 5,493 SH   SOLE   0 0 5,493
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1,675,351 18,890 SH   SOLE   0 0 18,890
ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 3,696,678 67,408 SH   SOLE   0 0 67,408
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 607,896 12,119 SH   SOLE   0 0 12,119
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 11,870,109 184,462 SH   SOLE   0 0 184,462
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 2,963,268 11,884 SH   SOLE   0 0 11,884
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 3,891,300 41,252 SH   SOLE   0 0 41,252
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 20,007,950 46,592 SH   SOLE   0 0 46,592
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 26,680,586 610,330 SH   SOLE   0 0 610,330
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 3,903,561 41,510 SH   SOLE   0 0 41,510
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 11,522,478 133,517 SH   SOLE   0 0 133,517
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 12,825,023 262,110 SH   SOLE   0 0 262,110
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1,799,166 26,026 SH   SOLE   0 0 26,026
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 941,181 27,970 SH   SOLE   0 0 27,970
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 8,501,219 90,525 SH   SOLE   0 0 90,525
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 5,911,744 130,502 SH   SOLE   0 0 130,502
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 2,013,838 84,722 SH   SOLE   0 0 84,722
ISHARES TR ESG MSCI LEADR 46435U218 BBG00P35VT10 342,361 4,540 SH   SOLE   0 0 4,540
ISHARES TR EUROPE ETF 464287861 BBG001SFGXD9 1,411,233 29,567 SH   SOLE   0 0 29,567
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 254,488 3,088 SH   SOLE   0 0 3,088
ISHARES TR GOV/CRED BD ETF 464288596 BBG001SSD894 734,454 7,340 SH   SOLE   0 0 7,340
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 997,914 12,093 SH   SOLE   0 0 12,093
ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 1,367,462 53,922 SH   SOLE   0 0 53,922
ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 774,153 8,605 SH   SOLE   0 0 8,605
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 3,347,205 12,584 SH   SOLE   0 0 12,584
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 2,726,382 17,958 SH   SOLE   0 0 17,958
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1,205,986 5,380 SH   SOLE   0 0 5,380
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1,139,022 8,403 SH   SOLE   0 0 8,403
ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 1,198,670 11,488 SH   SOLE   0 0 11,488
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 241,406 3,486 SH   SOLE   0 0 3,486
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 2,306,760 9,413 SH   SOLE   0 0 9,413
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 1,243,968 6,200 SH   SOLE   0 0 6,200
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 450,489 6,584 SH   SOLE   0 0 6,584
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 701,782 4,506 SH   SOLE   0 0 4,506
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 652,561 4,500 SH   SOLE   0 0 4,500
KLA CORP COM NEW 482480100 BBG001S5SLM4 323,355 705 SH   SOLE   0 0 705
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,154,179 2,915 SH   SOLE   0 0 2,915
MCDONALDS CORP COM 580135101 BBG001S5T110 2,591,085 9,836 SH   SOLE   0 0 9,836
MERCK & CO INC COM 58933Y105 BBG001S5TC52 414,892 4,030 SH   SOLE   0 0 4,030
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,252,776 7,504 SH   SOLE   0 0 7,504
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,132,478 9,921 SH   SOLE   0 0 9,921
NETFLIX INC COM 64110L106 BBG001SF6L46 906,643 2,401 SH   SOLE   0 0 2,401
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 203,856 3,558 SH   SOLE   0 0 3,558
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 322,659 733 SH   SOLE   0 0 733
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 281,944 648 SH   SOLE   0 0 648
PEPSICO INC COM 713448108 BBG001S695T1 360,580 2,128 SH   SOLE   0 0 2,128
PFIZER INC COM 717081103 BBG001S5V466 275,820 8,315 SH   SOLE   0 0 8,315
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,091,794 7,485 SH   SOLE   0 0 7,485
RENOVORX INC COM NEW 75989R107 BBG005XWWZL5 17,661 13,279 SH   SOLE   0 0 13,279
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 209,380 573 SH   SOLE   0 0 573
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 238,893 4,351 SH   SOLE   0 0 4,351
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 2,451,592 72,191 SH   SOLE   0 0 72,191
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 6,889,205 94,736 SH   SOLE   0 0 94,736
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 4,239,862 65,775 SH   SOLE   0 0 65,775
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 4,571,133 67,540 SH   SOLE   0 0 67,540
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 550,748 8,351 SH   SOLE   0 0 8,351
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 3,348,800 26,012 SH   SOLE   0 0 26,012
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3,490,252 21,291 SH   SOLE   0 0 21,291
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 225,971 1,318 SH   SOLE   0 0 1,318
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 853,998 1,998 SH   SOLE   0 0 1,998
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 2,693,502 72,995 SH   SOLE   0 0 72,995
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 5,081,682 85,723 SH   SOLE   0 0 85,723
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 1,043,416 30,044 SH   SOLE   0 0 30,044
STRYKER CORPORATION COM 863667101 BBG001S8FR03 217,162 795 SH   SOLE   0 0 795
SYNOPSYS INC COM 871607107 BBG001S5VTR8 2,885,544 6,287 SH   SOLE   0 0 6,287
TESLA INC COM 88160R101 BBG001SQKGD7 2,246,475 8,978 SH   SOLE   0 0 8,978
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 262,669 521 SH   SOLE   0 0 521
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 5,101,471 162,519 SH   SOLE   0 0 162,519
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 393,693 2,648 SH   SOLE   0 0 2,648
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 7,317,656 97,348 SH   SOLE   0 0 97,348
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 201,721 2,891 SH   SOLE   0 0 2,891
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 1,600,993 33,473 SH   SOLE   0 0 33,473
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 29,020,715 106,572 SH   SOLE   0 0 106,572
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1,264,830 6,074 SH   SOLE   0 0 6,074
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1,945,809 25,718 SH   SOLE   0 0 25,718
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 251,645 641 SH   SOLE   0 0 641
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1,947,251 10,299 SH   SOLE   0 0 10,299
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 461,593 2,173 SH   SOLE   0 0 2,173
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 27,559,410 199,807 SH   SOLE   0 0 199,807
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 670,070 17,089 SH   SOLE   0 0 17,089
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1,780,061 23,687 SH   SOLE   0 0 23,687
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1,900,651 43,473 SH   SOLE   0 0 43,473
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 535,490 9,052 SH   SOLE   0 0 9,052
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 301,003 5,968 SH   SOLE   0 0 5,968
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 7,224,388 96,043 SH   SOLE   0 0 96,043
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 275,678 664 SH   SOLE   0 0 664
VISA INC COM CL A 92826C839 BBG001SRCFY3 904,408 3,932 SH   SOLE   0 0 3,932
WALMART INC COM 931142103 BBG001S5XH92 241,948 1,513 SH   SOLE   0 0 1,513
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 214,109 5,240 SH   SOLE   0 0 5,240
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 267,498 4,200 SH   SOLE   0 0 4,200