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

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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
ALPHABET INC CAP STK CL A 02079K305   827,247 5,481 SH   SOLE 0 0 0 5,481
ALPHABET INC CAP STK CL C 02079K107   2,349,372 15,430 SH   SOLE 0 0 0 15,430
AMAZON COM INC COM 023135106   633,134 3,510 SH   SOLE 0 0 0 3,510
APPLE INC COM 037833100   5,117,548 29,843 SH   SOLE 0 0 0 29,843
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   260,302 619 SH   SOLE 0 0 0 619
BROADCOM INC COM 11135F101   212,066 160 SH   SOLE 0 0 0 160
CHARTER COMMUNICATIONS INC N CL A 16119P108   693,153 2,385 SH   SOLE 0 0 0 2,385
CISCO SYS INC COM 17275R102   325,363 6,519 SH   SOLE 0 0 0 6,519
COSTCO WHSL CORP NEW COM 22160K105   993,318 1,356 SH   SOLE 0 0 0 1,356
CROWN CASTLE INC COM 22822V101   535,076 5,056 SH   SOLE 0 0 0 5,056
DECKERS OUTDOOR CORP COM 243537107   468,747 498 SH   SOLE 0 0 0 498
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   19,257,396 527,022 SH   SOLE 0 0 0 527,022
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   6,985,172 231,144 SH   SOLE 0 0 0 231,144
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   839,841 14,739 SH   SOLE 0 0 0 14,739
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   4,213,916 77,419 SH   SOLE 0 0 0 77,419
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   2,187,736 46,508 SH   SOLE 0 0 0 46,508
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690   816,228 24,242 SH   SOLE 0 0 0 24,242
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716   1,225,375 35,611 SH   SOLE 0 0 0 35,611
EQUINIX INC COM 29444U700   820,378 994 SH   SOLE 0 0 0 994
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108   341,194 2,977 SH   SOLE 0 0 0 2,977
INVENTRUST PPTYS CORP COM NEW 46124J201   658,533 25,614 SH   SOLE 0 0 0 25,614
INVESCO QQQ TR UNIT SER 1 46090E103   321,752 725 SH   SOLE 0 0 0 725
ISHARES TR RUS MD CP GR ETF 464287481   208,990 1,831 SH   SOLE 0 0 0 1,831
ISHARES TR GLOBAL TECH ETF 464287291   14,401,324 192,505 SH   SOLE 0 0 0 192,505
ISHARES TR US HLTHCARE ETF 464287762   748,941 12,099 SH   SOLE 0 0 0 12,099
ISHARES TR CORE S&P MCP ETF 464287507   328,201 5,403 SH   SOLE 0 0 0 5,403
ISHARES TR 1 3 YR TREAS BD 464287457   1,111,799 13,595 SH   SOLE 0 0 0 13,595
ISHARES TR MORNINGSTAR GRWT 464287119   1,744,238 23,109 SH   SOLE 0 0 0 23,109
ISHARES TR CALIF MUN BD ETF 464288356   346,286 6,018 SH   SOLE 0 0 0 6,018
ISHARES TR MSCI USA ESG SLC 464288802   29,972,330 274,547 SH   SOLE 0 0 0 274,547
ISHARES TR CORE S&P TTL STK 464287150   358,468 3,109 SH   SOLE 0 0 0 3,109
ISHARES TR CORE HIGH DV ETF 46429B663   2,152,057 19,527 SH   SOLE 0 0 0 19,527
ISHARES TR FLTG RATE NT ETF 46429B655   3,932,542 77,018 SH   SOLE 0 0 0 77,018
ISHARES TR MSCI USA MIN VOL 46429B697   203,601 2,436 SH   SOLE 0 0 0 2,436
ISHARES TR MSCI EAFE MIN VL 46429B689   899,983 12,697 SH   SOLE 0 0 0 12,697
ISHARES TR ESG AW MSCI EAFE 46435G516   8,357,954 104,592 SH   SOLE 0 0 0 104,592
ISHARES TR CORE TOTAL USD 46434V613   803,478 17,624 SH   SOLE 0 0 0 17,624
ISHARES TR GL CLEAN ENE ETF 464288224   229,374 16,407 SH   SOLE 0 0 0 16,407
ISHARES TR BLACKROCK ULTRA 46434V878   2,335,771 46,198 SH   SOLE 0 0 0 46,198
ISHARES TR TRS FLT RT BD 46434V860   572,544 11,295 SH   SOLE 0 0 0 11,295
ISHARES TR ESG AWR US AGRGT 46435U549   273,136 5,804 SH   SOLE 0 0 0 5,804
ISHARES TR ESG SCRD S&P MID 46436E551   5,246,080 127,704 SH   SOLE 0 0 0 127,704
ISHARES TR ESG AWARE MSCI 46435U663   248,305 6,166 SH   SOLE 0 0 0 6,166
ISHARES TR US INFRASTRUC 46435U713   3,017,292 69,587 SH   SOLE 0 0 0 69,587
ISHARES U S ETF TR U.S. TECH INDEPD 46431W648   1,269,788 17,935 SH   SOLE 0 0 0 17,935
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   1,037,887 20,455 SH   SOLE 0 0 0 20,455
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134   263,129 4,202 SH   SOLE 0 0 0 4,202
JPMORGAN CHASE & CO COM 46625H100   318,009 1,588 SH   SOLE 0 0 0 1,588
LEGG MASON ETF INVT CLEARBRIDGE DI 524682309   8,471,228 179,297 SH   SOLE 0 0 0 179,297
LIBERTY GLOBAL LTD COM CL C G61188127   576,069 32,657 SH   SOLE 0 0 0 32,657
MARSH & MCLENNAN COS INC COM 571748102   755,741 3,669 SH   SOLE 0 0 0 3,669
MARVELL TECHNOLOGY INC COM 573874104   248,789 3,510 SH   SOLE 0 0 0 3,510
META PLATFORMS INC CL A 30303M102   612,331 1,261 SH   SOLE 0 0 0 1,261
MICROSOFT CORP COM 594918104   3,086,800 7,337 SH   SOLE 0 0 0 7,337
NVIDIA CORPORATION COM 67066G104   481,618 533 SH   SOLE 0 0 0 533
PROSHARES TR S&P 500 DV ARIST 74348A467   601,767 5,934 SH   SOLE 0 0 0 5,934
SCHWAB CHARLES CORP COM 808513105   786,437 10,871 SH   SOLE 0 0 0 10,871
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   429,678 7,038 SH   SOLE 0 0 0 7,038
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   201,413 3,245 SH   SOLE 0 0 0 3,245
SELECT SECTOR SPDR TR INDL 81369Y704   4,532,293 35,982 SH   SOLE 0 0 0 35,982
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   4,969,326 33,638 SH   SOLE 0 0 0 33,638
SPDR SER TR PORTFOLIO S&P500 78464A854   580,228 9,430 SH   SOLE 0 0 0 9,430
TRANSDIGM GROUP INC COM 893641100   2,673,804 2,171 SH   SOLE 0 0 0 2,171
VAIL RESORTS INC COM 91879Q109   492,677 2,211 SH   SOLE 0 0 0 2,211
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   2,930,095 12,427 SH   SOLE 0 0 0 12,427
VANGUARD INDEX FDS VALUE ETF 922908744   628,965 3,862 SH   SOLE 0 0 0 3,862
VANGUARD INDEX FDS MID CAP ETF 922908629   447,719 1,792 SH   SOLE 0 0 0 1,792
VANGUARD INDEX FDS GROWTH ETF 922908736   619,560 1,800 SH   SOLE 0 0 0 1,800
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,016,112 3,910 SH   SOLE 0 0 0 3,910
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   763,593 1,589 SH   SOLE 0 0 0 1,589
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   2,876,990 60,075 SH   SOLE 0 0 0 60,075
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   2,430,984 13,312 SH   SOLE 0 0 0 13,312
VANGUARD WORLD FD INF TECH ETF 92204A702   3,064,067 5,844 SH   SOLE 0 0 0 5,844