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
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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
3M CO COM 88579Y101 BBG001S5T7X2 235,822 2,157 SH   SOLE   0 0 2,157
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 525,403 3,390 SH   SOLE   0 0 3,390
ADOBE INC COM 00724F101 BBG001S5NCQ5 500,547 839 SH   SOLE   0 0 839
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 574,545 4,113 SH   SOLE   0 0 4,113
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,104,434 14,932 SH   SOLE   0 0 14,932
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 240,771 5,969 SH   SOLE   0 0 5,969
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,675,431 11,027 SH   SOLE   0 0 11,027
AMETEK INC COM 031100100 BBG001S5NN54 1,457,957 8,842 SH   SOLE   0 0 8,842
AMGEN INC COM 031162100 BBG001S5NNL6 234,275 813 SH   SOLE   0 0 813
APPLE INC COM 037833100 BBG001S5N8V8 40,738,746 211,597 SH   SOLE   0 0 211,597
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 254,079 7,546 SH   SOLE   0 0 7,546
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 864,544 2,424 SH   SOLE   0 0 2,424
BLACKSTONE INC COM 09260D107 BBG001S7H949 379,668 2,900 SH   SOLE   0 0 2,900
BLOCK H & R INC COM 093671105 BBG001S5S031 244,510 5,055 SH   SOLE   0 0 5,055
BOEING CO COM 097023105 BBG001S5P0V3 454,070 1,742 SH   SOLE   0 0 1,742
BURLINGTON STORES INC COM 122017106 BBG004S641P3 509,538 2,620 SH   SOLE   0 0 2,620
CABOT CORP COM 127055101 BBG001S5PK58 268,119 3,211 SH   SOLE   0 0 3,211
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 778,161 2,857 SH   SOLE   0 0 2,857
CATERPILLAR INC COM 149123101 BBG001S5PJ06 469,019 1,586 SH   SOLE   0 0 1,586
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 560,836 3,760 SH   SOLE   0 0 3,760
CISCO SYS INC COM 17275R102 BBG001S6HC62 507,712 10,050 SH   SOLE   0 0 10,050
CLOROX CO DEL COM 189054109 BBG001S5PX50 203,969 1,430 SH   SOLE   0 0 1,430
COCA COLA CO COM 191216100 BBG001S5SMQ8 492,683 8,360 SH   SOLE   0 0 8,360
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 263,457 3,305 SH   SOLE   0 0 3,305
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 404,245 612 SH   SOLE   0 0 612
DEERE & CO COM 244199105 BBG001S5QFF7 857,768 2,145 SH   SOLE   0 0 2,145
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 749,633 25,646 SH   SOLE   0 0 25,646
DISNEY WALT CO COM 254687106 BBG001S5QHF3 223,132 2,471 SH   SOLE   0 0 2,471
ELI LILLY & CO COM 532457108 BBG001S5STL8 3,516,173 6,032 SH   SOLE   0 0 6,032
HOME DEPOT INC COM 437076102 BBG001S5RTW7 639,472 1,845 SH   SOLE   0 0 1,845
HUBSPOT INC COM 443573100 BBG001T53670 296,075 510 SH   SOLE   0 0 510
INTEL CORP COM 458140100 BBG001S5SF65 439,781 8,752 SH   SOLE   0 0 8,752
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 367,165 2,245 SH   SOLE   0 0 2,245
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 BBG001T06LL9 4,252,245 170,226 SH   SOLE   0 0 170,226
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 BBG00KJR2976 433,768 13,446 SH   SOLE   0 0 13,446
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,203,957 5,382 SH   SOLE   0 0 5,382
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 5,563,774 109,999 SH   SOLE   0 0 109,999
ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 808,297 18,859 SH   SOLE   0 0 18,859
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 1,315,635 41,037 SH   SOLE   0 0 41,037
ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 8,046,930 145,225 SH   SOLE   0 0 145,225
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 5,289,185 48,856 SH   SOLE   0 0 48,856
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 960,700 9,716 SH   SOLE   0 0 9,716
ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 3,772,989 65,119 SH   SOLE   0 0 65,119
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 683,922 11,645 SH   SOLE   0 0 11,645
ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 361,456 7,600 SH   SOLE   0 0 7,600
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 10,711,831 152,265 SH   SOLE   0 0 152,265
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 4,200,994 15,158 SH   SOLE   0 0 15,158
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 3,653,048 33,746 SH   SOLE   0 0 33,746
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 27,495,746 57,567 SH   SOLE   0 0 57,567
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 28,317,334 614,659 SH   SOLE   0 0 614,659
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 3,231,211 32,556 SH   SOLE   0 0 32,556
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 10,528,270 108,707 SH   SOLE   0 0 108,707
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 14,778,277 283,652 SH   SOLE   0 0 283,652
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1,878,664 24,870 SH   SOLE   0 0 24,870
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 989,364 26,029 SH   SOLE   0 0 26,029
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 11,913,966 113,553 SH   SOLE   0 0 113,553
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 6,186,870 129,595 SH   SOLE   0 0 129,595
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 1,517,462 61,988 SH   SOLE   0 0 61,988
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 380,767 16,363 SH   SOLE   0 0 16,363
ISHARES TR ESG MSCI LEADR 46435U218 BBG00P35VT10 321,741 3,813 SH   SOLE   0 0 3,813
ISHARES TR EUROPE ETF 464287861 BBG001SFGXD9 1,164,664 22,033 SH   SOLE   0 0 22,033
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 493,669 31,706 SH   SOLE   0 0 31,706
ISHARES TR GLOBAL ENERG ETF 464287341 BBG001S7RSN5 279,196 7,139 SH   SOLE   0 0 7,139
ISHARES TR GOV/CRED BD ETF 464288596 BBG001SSD894 469,326 4,460 SH   SOLE   0 0 4,460
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 869,938 9,768 SH   SOLE   0 0 9,768
ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 905,449 34,155 SH   SOLE   0 0 34,155
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 3,772,366 12,443 SH   SOLE   0 0 12,443
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 2,888,614 17,480 SH   SOLE   0 0 17,480
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1,272,779 5,046 SH   SOLE   0 0 5,046
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1,302,464 8,385 SH   SOLE   0 0 8,385
ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 1,335,973 11,488 SH   SOLE   0 0 11,488
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 370,461 4,766 SH   SOLE   0 0 4,766
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 1,621,069 5,922 SH   SOLE   0 0 5,922
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 5,926,100 26,528 SH   SOLE   0 0 26,528
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 481,479 6,411 SH   SOLE   0 0 6,411
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 616,227 3,932 SH   SOLE   0 0 3,932
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 714,373 4,200 SH   SOLE   0 0 4,200
KLA CORP COM NEW 482480100 BBG001S5SLM4 415,630 715 SH   SOLE   0 0 715
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,195,191 2,802 SH   SOLE   0 0 2,802
MCDONALDS CORP COM 580135101 BBG001S5T110 2,898,511 9,775 SH   SOLE   0 0 9,775
MERCK & CO INC COM 58933Y105 BBG001S5TC52 435,538 3,995 SH   SOLE   0 0 3,995
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,277,025 6,433 SH   SOLE   0 0 6,433
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,693,123 9,821 SH   SOLE   0 0 9,821
NETFLIX INC COM 64110L106 BBG001SF6L46 962,594 1,977 SH   SOLE   0 0 1,977
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 208,965 3,440 SH   SOLE   0 0 3,440
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 343,147 733 SH   SOLE   0 0 733
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 305,631 617 SH   SOLE   0 0 617
PEPSICO INC COM 713448108 BBG001S695T1 361,431 2,128 SH   SOLE   0 0 2,128
PFIZER INC COM 717081103 BBG001S5V466 238,950 8,300 SH   SOLE   0 0 8,300
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,042,889 7,117 SH   SOLE   0 0 7,117
RENOVORX INC COM NEW 75989R107 BBG005XWWZL5 30,409 13,279 SH   SOLE   0 0 13,279
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 252,418 573 SH   SOLE   0 0 573
SALESFORCE INC COM 79466L302 BBG001SDLP09 213,670 812 SH   SOLE   0 0 812
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 468,970 6,816 SH   SOLE   0 0 6,816
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 2,348,454 63,540 SH   SOLE   0 0 63,540
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 4,215,940 90,432 SH   SOLE   0 0 90,432
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 6,949,740 83,772 SH   SOLE   0 0 83,772
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 4,011,345 57,223 SH   SOLE   0 0 57,223
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 4,279,397 56,816 SH   SOLE   0 0 56,816
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 723,169 8,471 SH   SOLE   0 0 8,471
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 2,206,166 26,314 SH   SOLE   0 0 26,314
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 497,528 3,648 SH   SOLE   0 0 3,648
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 7,433,018 38,617 SH   SOLE   0 0 38,617
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,030,879 2,169 SH   SOLE   0 0 2,169
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 2,785,292 66,033 SH   SOLE   0 0 66,033
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 5,420,949 83,322 SH   SOLE   0 0 83,322
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 813,803 20,969 SH   SOLE   0 0 20,969
STRYKER CORPORATION COM 863667101 BBG001S8FR03 238,010 795 SH   SOLE   0 0 795
SYNOPSYS INC COM 871607107 BBG001S5VTR8 2,291,864 4,451 SH   SOLE   0 0 4,451
TESLA INC COM 88160R101 BBG001SQKGD7 2,216,193 8,919 SH   SOLE   0 0 8,919
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 274,300 521 SH   SOLE   0 0 521
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 6,645,034 162,510 SH   SOLE   0 0 162,510
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 444,794 2,648 SH   SOLE   0 0 2,648
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 5,384,965 69,916 SH   SOLE   0 0 69,916
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 213,989 2,909 SH   SOLE   0 0 2,909
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 1,295,005 26,233 SH   SOLE   0 0 26,233
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 35,913,969 115,524 SH   SOLE   0 0 115,524
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1,334,778 5,738 SH   SOLE   0 0 5,738
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1,984,998 22,465 SH   SOLE   0 0 22,465
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 281,746 645 SH   SOLE   0 0 645
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2,050,912 9,614 SH   SOLE   0 0 9,614
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 235,642 993 SH   SOLE   0 0 993
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 30,275,121 202,509 SH   SOLE   0 0 202,509
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 694,372 16,895 SH   SOLE   0 0 16,895
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1,577,239 20,386 SH   SOLE   0 0 20,386
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 2,046,108 42,716 SH   SOLE   0 0 42,716
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 819,638 12,857 SH   SOLE   0 0 12,857
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 320,156 5,792 SH   SOLE   0 0 5,792
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 6,907,468 81,207 SH   SOLE   0 0 81,207
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 306,393 633 SH   SOLE   0 0 633
VISA INC COM CL A 92826C839 BBG001SRCFY3 953,936 3,664 SH   SOLE   0 0 3,664
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 208,723 7,994 SH   SOLE   0 0 7,994
WALMART INC COM 931142103 BBG001S5XH92 243,701 1,546 SH   SOLE   0 0 1,546
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 220,606 4,482 SH   SOLE   0 0 4,482
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 282,198 4,200 SH   SOLE   0 0 4,200