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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 353 1,046 SH   SOLE   0 0 1,046
AGILENT TECHNOLOGIES INC COM 00846U101 305 2,307 SH   SOLE   0 0 2,307
AMERICAN EXPRESS CO COM 025816109 324 1,730 SH   SOLE   0 0 1,730
APPLE INC COM 037833100 4,249 24,332 SH   SOLE   0 0 24,332
BLACKROCK INC COM 09247X101 339 443 SH   SOLE   0 0 443
CADENCE DESIGN SYSTEM INC COM 127387108 348 2,113 SH   SOLE   0 0 2,113
CBRE GROUP INC CL A 12504L109 342 3,734 SH   SOLE   0 0 3,734
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 285 8,500 SH   SOLE   0 0 8,500
ETF SER SOLUTIONS CHANG FIN US LRG 26922A560 12,912 411,380 SH   SOLE   0 0 411,380
FEDEX CORP COM 31428X106 532 2,300 SH   SOLE   0 0 2,300
HESKA CORP COM RESTRC NEW 42805E306 404 2,923 SH   SOLE   0 0 2,923
INTUIT COM 461202103 256 532 SH   SOLE   0 0 532
ISHARES INC ESG AWR MSCI EM 46434G863 6,738 183,450 SH   SOLE   0 0 183,450
ISHARES TR ESG AWRE 1 5 YR 46435G243 2,244 91,101 SH   SOLE   0 0 91,101
ISHARES TR ESG AW MSCI EAFE 46435G516 19,098 259,027 SH   SOLE   0 0 259,027
ISHARES TR ESG AWR MSCI USA 46435G425 16,123 159,078 SH   SOLE   0 0 159,078
ISHARES TR CALIF MUN BD ETF 464288356 952 16,355 SH   SOLE   0 0 16,355
ISHARES TR CORE S&P500 ETF 464287200 257 567 SH   SOLE   0 0 567
ISHARES TR EGSADVNCDMSCI EM 46436E742 206 5,025 SH   SOLE   0 0 5,025
ISHARES TR ESG ADV TTL USD 46436E619 14,247 306,587 SH   SOLE   0 0 306,587
ISHARES TR ESG AWARE MSCI 46435U663 2,813 73,961 SH   SOLE   0 0 73,961
ISHARES TR ESG AWRE USD ETF 46435G193 7,164 285,071 SH   SOLE   0 0 285,071
ISHARES TR NATIONAL MUN ETF 464288414 6,381 58,199 SH   SOLE   0 0 58,199
KRANESHARES TR GLOBAL CARB STRA 500767678 2,012 43,116 SH   SOLE   0 0 43,116
MICROSOFT CORP COM 594918104 2,159 7,004 SH   SOLE   0 0 7,004
MORGAN STANLEY COM NEW 617446448 270 3,093 SH   SOLE   0 0 3,093
MOTOROLA SOLUTIONS INC COM NEW 620076307 308 1,270 SH   SOLE   0 0 1,270
NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 284 9,322 SH   SOLE   0 0 9,322
NUSHARES ETF TR NUVEEN ESG INTL 67092P805 745 25,882 SH   SOLE   0 0 25,882
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 8,073 202,633 SH   SOLE   0 0 202,633
NVIDIA CORPORATION COM 67066G104 362 1,325 SH   SOLE   0 0 1,325
ORACLE CORP COM 68389X105 259 3,129 SH   SOLE   0 0 3,129
PEPSICO INC COM 713448108 372 2,223 SH   SOLE   0 0 2,223
PFIZER INC COM 717081103 366 7,072 SH   SOLE   0 0 7,072
PNC FINL SVCS GROUP INC COM 693475105 335 1,817 SH   SOLE   0 0 1,817
REGIONS FINANCIAL CORP NEW COM 7591EP100 310 13,941 SH   SOLE   0 0 13,941
ROBERT HALF INTL INC COM 770323103 356 3,114 SH   SOLE   0 0 3,114
S&P GLOBAL INC COM 78409V104 340 830 SH   SOLE   0 0 830
SPDR S&P 500 ETF TR TR UNIT 78462F103 269 595 SH   SOLE   0 0 595
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2,272 47,016 SH   SOLE   0 0 47,016
TESLA INC COM 88160R101 670 622 SH   SOLE   0 0 622
TRANE TECHNOLOGIES PLC SHS G8994E103 280 1,831 SH   SOLE   0 0 1,831
VANGUARD WORLD FD ESG US STK ETF 921910733 14,781 182,305 SH   SOLE   0 0 182,305
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 891 2,146 SH   SOLE   0 0 2,146
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 534 9,013 SH   SOLE   0 0 9,013
VANGUARD INDEX FDS TOTAL STK MKT 922908769 252 1,108 SH   SOLE   0 0 1,108
WEST PHARMACEUTICAL SVSC INC COM 955306105 319 777 SH   SOLE   0 0 777
XYLEM INC COM 98419M100 256 3,006 SH   SOLE   0 0 3,006
ZOETIS INC CL A 98978V103 384 2,037 SH   SOLE   0 0 2,037