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
LINDE PLC SHS G5494J103 2,775 9,459 SH   SOLE   9,459 0 0
MEDTRONIC PLC SHS G5960L103 4,372 34,876 SH   SOLE   34,876 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 4,544 26,321 SH   SOLE   26,321 0 0
AT&T INC COM 00206R102 894 33,108 SH   SOLE   33,108 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,766 3,068 SH   SOLE   3,068 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,401 13,396 SH   SOLE   13,396 0 0
ALPHABET INC CAP STK CL C 02079K107 10,541 3,955 SH   SOLE   3,955 0 0
ALPHABET INC CAP STK CL A 02079K305 1,970 737 SH   SOLE   737 0 0
AMAZON COM INC COM 023135106 10,006 3,046 SH   SOLE   3,046 0 0
ANALOG DEVICES INC COM 032654105 265 1,583 SH   SOLE   1,583 0 0
APPLE INC COM 037833100 11,769 83,175 SH   SOLE   83,175 0 0
ASPEN TECHNOLOGY INC COM 045327103 1,395 11,357 SH   SOLE   11,357 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 401 1,469 SH   SOLE   1,469 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 451 620 SH   SOLE   620 0 0
CHEVRON CORP NEW COM 166764100 340 3,356 SH   SOLE   3,356 0 0
CHEWY INC CL A 16679L109 1,657 24,325 SH   SOLE   24,325 0 0
CISCO SYS INC COM 17275R102 4,196 77,094 SH   SOLE   77,094 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,575 5,730 SH   SOLE   5,730 0 0
DANAHER CORPORATION COM 235851102 402 1,320 SH   SOLE   1,320 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 2,302 11,930 SH   SOLE   11,930 0 0
DIGITAL RLTY TR INC COM 253868103 1,962 13,584 SH   SOLE   13,584 0 0
DISNEY WALT CO COM 254687106 4,317 25,519 SH   SOLE   25,519 0 0
DOCUSIGN INC COM 256163106 2,635 10,237 SH   SOLE   10,237 0 0
DUPONT DE NEMOURS INC COM 26614N102 2,172 31,939 SH   SOLE   31,939 0 0
ENVESTNET INC COM 29404K106 1,453 18,106 SH   SOLE   18,106 0 0
EXXON MOBIL CORP COM 30231G102 753 12,803 SH   SOLE   12,803 0 0
FACEBOOK INC CL A 30303M102 286 844 SH   SOLE   844 0 0
FEDEX CORP COM 31428X106 763 3,481 SH   SOLE   3,481 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,271 27,327 SH   SOLE   27,327 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 2,458 64,328 SH   SOLE   64,328 0 0
HOME DEPOT INC COM 437076102 3,924 11,954 SH   SOLE   11,954 0 0
ILLUMINA INC COM 452327109 4,268 10,522 SH   SOLE   10,522 0 0
INTUIT COM 461202103 2,666 4,941 SH   SOLE   4,941 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 720 4,805 SH   SOLE   4,805 0 0
IRON MTN INC NEW COM 46284V101 1,834 42,212 SH   SOLE   42,212 0 0
ISHARES TR CORE S&P500 ETF 464287200 955 2,217 SH   SOLE   2,217 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,167 25,154 SH   SOLE   25,154 0 0
ISHARES TR CORE S&P SCP ETF 464287804 2,030 18,593 SH   SOLE   18,593 0 0
ISHARES TR U.S. PHARMA ETF 464288836 301 1,646 SH   SOLE   1,646 0 0
JPMORGAN CHASE & CO COM 46625H100 3,841 23,464 SH   SOLE   23,464 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 5,645 110,519 SH   SOLE   110,519 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 16,601 327,301 SH   SOLE   327,301 0 0
KELLOGG CO COM 487836108 2,027 31,709 SH   SOLE   31,709 0 0
LOWES COS INC COM 548661107 784 3,863 SH   SOLE   3,863 0 0
MASCO CORP COM 574599106 3,143 56,574 SH   SOLE   56,574 0 0
MERCK & CO INC COM 58933Y105 1,153 15,351 SH   SOLE   15,351 0 0
MICROSOFT CORP COM 594918104 10,440 37,030 SH   SOLE   37,030 0 0
NORFOLK SOUTHN CORP COM 655844108 479 2,000 SH   SOLE   2,000 0 0
ORACLE CORP COM 68389X105 2,675 30,698 SH   SOLE   30,698 0 0
PAYPAL HLDGS INC COM 70450Y103 630 2,420 SH   SOLE   2,420 0 0
PROCTER AND GAMBLE CO COM 742718109 3,346 23,934 SH   SOLE   23,934 0 0
QUALCOMM INC COM 747525103 3,895 30,202 SH   SOLE   30,202 0 0
QUALYS INC COM 74758T303 827 7,432 SH   SOLE   7,432 0 0
ROKU INC COM CL A 77543R102 212 678 SH   SOLE   678 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,953 6,619 SH   SOLE   6,619 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 1,118 25,245 SH   SOLE   25,245 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,110 2,587 SH   SOLE   2,587 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101 10,179 332,324 SH   SOLE   332,324 0 0
SPDR SER TR SPDR BLOOMBERG 78468R663 306 3,350 SH   SOLE   3,350 0 0
SALESFORCE COM INC COM 79466L302 3,608 13,303 SH   SOLE   13,303 0 0
SCHWAB CHARLES CORP COM 808513105 4,142 56,865 SH   SOLE   56,865 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,476 38,136 SH   SOLE   38,136 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2,380 46,494 SH   SOLE   46,494 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 243 3,073 SH   SOLE   3,073 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,397 10,971 SH   SOLE   10,971 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 761 11,059 SH   SOLE   11,059 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,059 5,900 SH   SOLE   5,900 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 294 5,653 SH   SOLE   5,653 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 950 25,326 SH   SOLE   25,326 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 829 8,475 SH   SOLE   8,475 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,401 16,079 SH   SOLE   16,079 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1,222 15,257 SH   SOLE   15,257 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 326 7,339 SH   SOLE   7,339 0 0
SNAP INC CL A 83304A106 409 5,533 SH   SOLE   5,533 0 0
SNOWFLAKE INC CL A 833445109 1,224 4,046 SH   SOLE   4,046 0 0
STERICYCLE INC COM 858912108 1,570 23,102 SH   SOLE   23,102 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,766 6,592 SH   SOLE   6,592 0 0
TILRAY INC COM CL 2 88688T100 503 44,553 SH   SOLE   44,553 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7,744 153,374 SH   SOLE   153,374 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 245 3,311 SH   SOLE   3,311 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 1,775 12,755 SH   SOLE   12,755 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,053 101,035 SH   SOLE   101,035 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9,381 113,828 SH   SOLE   113,828 0 0
VENTAS INC COM 92276F100 2,233 40,437 SH   SOLE   40,437 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 795 2,015 SH   SOLE   2,015 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 8,557 39,131 SH   SOLE   39,131 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,334 61,721 SH   SOLE   61,721 0 0
VISA INC COM CL A 92826C839 3,466 15,562 SH   SOLE   15,562 0 0
WELLS FARGO CO NEW COM 949746101 1,424 30,675 SH   SOLE   30,675 0 0
ZOETIS INC CL A 98978V103 3,127 16,105 SH   SOLE   16,105 0 0
ZUORA INC COM CL A 98983V106 679 40,938 SH   SOLE   40,938 0 0