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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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
ALPHABET INC CAP STK CL A 02079K305   747,761 5,353 SH   SOLE 0 0 0 5,353
ALPHABET INC CAP STK CL C 02079K107   2,174,550 15,430 SH   SOLE 0 0 0 15,430
AMAZON COM INC COM 023135106   437,587 2,880 SH   SOLE 0 0 0 2,880
APPLE INC COM 037833100   6,416,312 33,326 SH   SOLE 0 0 0 33,326
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   220,773 619 SH   SOLE 0 0 0 619
BROADCOM INC COM 11135F101   200,925 180 SH   SOLE 0 0 0 180
CHARTER COMMUNICATIONS INC N CL A 16119P108   929,723 2,392 SH   SOLE 0 0 0 2,392
CISCO SYS INC COM 17275R102   336,514 6,661 SH   SOLE 0 0 0 6,661
COSTCO WHSL CORP NEW COM 22160K105   902,162 1,367 SH   SOLE 0 0 0 1,367
CROWN CASTLE INC COM 22822V101   582,401 5,056 SH   SOLE 0 0 0 5,056
DECKERS OUTDOOR CORP COM 243537107   332,878 498 SH   SOLE 0 0 0 498
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   17,906,597 538,544 SH   SOLE 0 0 0 538,544
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   6,753,713 235,814 SH   SOLE 0 0 0 235,814
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   773,248 14,919 SH   SOLE 0 0 0 14,919
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   4,133,023 78,980 SH   SOLE 0 0 0 78,980
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   2,319,520 49,341 SH   SOLE 0 0 0 49,341
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690   757,303 23,642 SH   SOLE 0 0 0 23,642
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716   1,054,560 33,876 SH   SOLE 0 0 0 33,876
EQUINIX INC COM 29444U700   819,082 1,017 SH   SOLE 0 0 0 1,017
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108   357,480 3,414 SH   SOLE 0 0 0 3,414
INTEL CORP COM 458140100   224,590 4,469 SH   SOLE 0 0 0 4,469
INVENTRUST PPTYS CORP COM NEW 46124J201   649,056 25,614 SH   SOLE 0 0 0 25,614
INVESCO QQQ TR UNIT SER 1 46090E103   298,397 729 SH   SOLE 0 0 0 729
ISHARES TR GLOBAL TECH ETF 464287291   13,058,266 191,526 SH   SOLE 0 0 0 191,526
ISHARES TR US HLTHCARE ETF 464287762   717,045 2,505 SH   SOLE 0 0 0 2,505
ISHARES TR 1 3 YR TREAS BD 464287457   1,346,112 16,408 SH   SOLE 0 0 0 16,408
ISHARES TR CORE S&P MCP ETF 464287507   296,429 1,070 SH   SOLE 0 0 0 1,070
ISHARES TR MSCI USA ESG SLC 464288802   27,651,161 275,109 SH   SOLE 0 0 0 275,109
ISHARES TR CORE S&P TTL STK 464287150   327,160 3,109 SH   SOLE 0 0 0 3,109
ISHARES TR CALIF MUN BD ETF 464288356   334,151 5,767 SH   SOLE 0 0 0 5,767
ISHARES TR CORE HIGH DV ETF 46429B663   3,911,172 38,349 SH   SOLE 0 0 0 38,349
ISHARES TR FLTG RATE NT ETF 46429B655   3,885,612 76,760 SH   SOLE 0 0 0 76,760
ISHARES TR MSCI USA MIN VOL 46429B697   350,745 4,495 SH   SOLE 0 0 0 4,495
ISHARES TR MSCI EAFE MIN VL 46429B689   862,400 12,437 SH   SOLE 0 0 0 12,437
ISHARES TR MORNINGSTAR GRWT 464287119   1,575,364 23,229 SH   SOLE 0 0 0 23,229
ISHARES TR GL CLEAN ENE ETF 464288224   334,433 21,479 SH   SOLE 0 0 0 21,479
ISHARES TR BLACKROCK ULTRA 46434V878   2,453,741 48,724 SH   SOLE 0 0 0 48,724
ISHARES TR TRS FLT RT BD 46434V860   376,304 7,456 SH   SOLE 0 0 0 7,456
ISHARES TR ESG SCRD S&P MID 46436E551   4,953,029 131,293 SH   SOLE 0 0 0 131,293
ISHARES TR ESG AW MSCI EAFE 46435G516   7,917,355 104,810 SH   SOLE 0 0 0 104,810
ISHARES TR CORE TOTAL USD 46434V613   792,404 17,200 SH   SOLE 0 0 0 17,200
ISHARES TR ESG AWARE MSCI 46435U663   218,481 5,748 SH   SOLE 0 0 0 5,748
ISHARES TR US INFRASTRUC 46435U713   3,180,404 78,977 SH   SOLE 0 0 0 78,977
ISHARES U S ETF TR U.S. TECH INDEPD 46431W648   1,097,509 17,597 SH   SOLE 0 0 0 17,597
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   1,086,242 21,408 SH   SOLE 0 0 0 21,408
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134   236,565 4,048 SH   SOLE 0 0 0 4,048
JPMORGAN CHASE & CO COM 46625H100   267,008 1,570 SH   SOLE 0 0 0 1,570
LEGG MASON ETF INVT CLEARBRIDGE DI 524682309   5,772,653 130,090 SH   SOLE 0 0 0 130,090
LIBERTY GLOBAL LTD COM CL C G61188127   608,726 32,657 SH   SOLE 0 0 0 32,657
LOCKHEED MARTIN CORP COM 539830109   208,037 459 SH   SOLE 0 0 0 459
MARSH & MCLENNAN COS INC COM 571748102   695,165 3,669 SH   SOLE 0 0 0 3,669
MARVELL TECHNOLOGY INC COM 573874104   211,688 3,510 SH   SOLE 0 0 0 3,510
MCDONALDS CORP COM 580135101   202,220 682 SH   SOLE 0 0 0 682
META PLATFORMS INC CL A 30303M102   446,344 1,261 SH   SOLE 0 0 0 1,261
MICROSOFT CORP COM 594918104   2,719,926 7,233 SH   SOLE 0 0 0 7,233
NVIDIA CORPORATION COM 67066G104   223,354 451 SH   SOLE 0 0 0 451
PROSHARES TR S&P 500 DV ARIST 74348A467   770,644 8,095 SH   SOLE 0 0 0 8,095
SCHWAB CHARLES CORP COM 808513105   746,155 10,845 SH   SOLE 0 0 0 10,845
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   391,812 7,038 SH   SOLE 0 0 0 7,038
SELECT SECTOR SPDR TR INDL 81369Y704   3,121,160 27,381 SH   SOLE 0 0 0 27,381
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   4,835,681 35,457 SH   SOLE 0 0 0 35,457
SPDR SER TR PORTFOLIO S&P500 78464A854   642,347 11,491 SH   SOLE 0 0 0 11,491
TRANSDIGM GROUP INC COM 893641100   2,196,184 2,171 SH   SOLE 0 0 0 2,171
VAIL RESORTS INC COM 91879Q109   471,982 2,211 SH   SOLE 0 0 0 2,211
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   635,763 1,456 SH   SOLE 0 0 0 1,456
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   2,886,583 13,147 SH   SOLE 0 0 0 13,147
VANGUARD INDEX FDS TOTAL STK MKT 922908769   927,584 3,910 SH   SOLE 0 0 0 3,910
VANGUARD INDEX FDS VALUE ETF 922908744   535,360 3,581 SH   SOLE 0 0 0 3,581
VANGUARD INDEX FDS MID CAP ETF 922908629   416,863 1,792 SH   SOLE 0 0 0 1,792
VANGUARD INDEX FDS GROWTH ETF 922908736   561,138 1,805 SH   SOLE 0 0 0 1,805
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   3,383,566 71,248 SH   SOLE 0 0 0 71,248
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   2,359,002 13,844 SH   SOLE 0 0 0 13,844
VANGUARD WORLD FDS UTILITIES ETF 92204A876   984,844 7,185 SH   SOLE 0 0 0 7,185
VANGUARD WORLD FDS INF TECH ETF 92204A702   3,103,805 6,413 SH   SOLE 0 0 0 6,413