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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   259,113 2,675 SH   SOLE 0 150 0 2,525
ABBVIE INC COM 00287Y109   509,487 3,418 SH   SOLE 0 239 0 3,179
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   400,260 1,303 SH   SOLE 0 134 0 1,169
ADOBE INC COM 00724F101   347,242 681 SH   SOLE 0 46 0 635
ADVANCED MICRO DEVICES INC COM 007903107   947,723 9,217 SH   SOLE 0 118 0 9,099
AEGON N V NY REGISTRY SHS 007924103   72,235 15,049 SH   SOLE 0 373 0 14,676
AFLAC INC COM 001055102   479,611 6,249 SH   SOLE 0 88 0 6,161
AIRBNB INC COM CL A 009066101   3,956,450 28,835 SH   SOLE 0 14 0 28,821
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,883,906 21,719 SH   SOLE 0 452 0 21,267
ALPHABET INC CAP STK CL C 02079K107   6,665,682 50,555 SH   SOLE 0 1,561 0 48,994
ALPHABET INC CAP STK CL A 02079K305   3,731,342 28,514 SH   SOLE 0 1,655 0 26,859
AMAZON COM INC COM 023135106   2,812,933 22,128 SH   SOLE 0 1,081 0 21,047
AMERICAN CENTY ETF TR US EQT ETF 025072885   85,516,255 1,167,298 SH   SOLE 0 5,132 0 1,162,166
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   46,525,494 836,038 SH   SOLE 0 2,445 0 833,593
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   36,977,004 700,455 SH   SOLE 0 1,738 0 698,717
AMERICAN EXPRESS CO COM 025816109   645,844 4,329 SH   SOLE 0 86 0 4,243
APPLE INC COM 037833100   16,588,801 96,892 SH   SOLE 0 1,907 0 94,985
APPLIED MATLS INC COM 038222105   470,499 3,398 SH   SOLE 0 205 0 3,193
BANCO SANTANDER S.A. ADR 05964H105   132,935 35,355 SH   SOLE 0 9,798 0 25,557
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,182,019 6,229 SH   SOLE 0 152 0 6,077
BOEING CO COM 097023105   393,327 2,052 SH   SOLE 0 43 0 2,009
BROADCOM INC COM 11135F101   349,674 421 SH   SOLE 0 56 0 365
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   309,577 1,729 SH   SOLE 0 23 0 1,706
BUILDERS FIRSTSOURCE INC COM 12008R107   313,839 2,521 SH   SOLE 0 49 0 2,472
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   66,549,750 4,985,000 SH   SOLE 0 337,500 0 4,647,500
CERIDIAN HCM HLDG INC COM 15677J108   5,662,286 83,453 SH   SOLE 0 23 0 83,430
CHEVRON CORP NEW COM 166764100   755,923 4,483 SH   SOLE 0 192 0 4,291
CISCO SYS INC COM 17275R102   455,615 8,475 SH   SOLE 0 511 0 7,964
COCA COLA CO COM 191216100   390,852 6,982 SH   SOLE 0 390 0 6,592
CROWDSTRIKE HLDGS INC CL A 22788C105   1,726,190 10,313 SH   SOLE 0 7 0 10,306
DANAHER CORPORATION COM 235851102   450,098 1,814 SH   SOLE 0 582 0 1,232
DATADOG INC CL A COM 23804L103   24,738,222 271,580 SH   SOLE 0 8 0 271,572
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   7,423,099 284,301 SH   SOLE 0 0 0 284,301
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   2,059,851 91,265 SH   SOLE 0 0 0 91,265
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   13,099,822 281,414 SH   SOLE 0 0 0 281,414
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   48,657,791 1,857,168 SH   SOLE 0 0 0 1,857,168
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   32,074,093 611,052 SH   SOLE 0 1,178 0 609,874
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   14,276,719 312,469 SH   SOLE 0 0 0 312,469
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   2,413,608 73,992 SH   SOLE 0 0 0 73,992
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   169,278,098 6,589,260 SH   SOLE 0 10,820 0 6,578,440
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   3,635,951 186,268 SH   SOLE 0 0 0 186,268
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   132,059,171 5,694,660 SH   SOLE 0 6,326 0 5,688,334
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724   2,339,214 68,760 SH   SOLE 0 0 0 68,760
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690   10,509,302 366,050 SH   SOLE 0 0 0 366,050
DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682   3,411,294 116,070 SH   SOLE 0 0 0 116,070
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716   10,505,311 378,638 SH   SOLE 0 0 0 378,638
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   583,198 26,024 SH   SOLE 0 0 0 26,024
DOORDASH INC CL A 25809K105   23,038,830 289,906 SH   SOLE 0 15 0 289,891
DYNATRACE INC COM NEW 268150109   8,859,494 189,589 SH   SOLE 0 41 0 189,548
ELEVANCE HEALTH INC COM 036752103   220,832 507 SH   SOLE 0 73 0 434
ELI LILLY & CO COM 532457108   435,142 810 SH   SOLE 0 189 0 621
ENEL CHILE S.A. SPONSORED ADR 29278D105   34,469 11,645 SH   SOLE 0 131 0 11,514
EXXON MOBIL CORP COM 30231G102   346,715 2,949 SH   SOLE 0 505 0 2,444
FARFETCH LTD ORD SH CL A 30744W107   1,162,205 556,079 SH   SOLE 0 0 0 556,079
FINVOLUTION GROUP SPONSORED ADS 31810T101   55,029 11,050 SH   SOLE 0 3,569 0 7,481
FISERV INC COM 337738108   276,526 2,448 SH   SOLE 0 2,161 0 287
GAMESTOP CORP NEW CL A 36467W109   181,060 11,000 SH   SOLE 0 0 0 11,000
GLOBAL X FDS NASDAQ 100 COVER 37954Y483   495,268 29,533 SH   SOLE 0 0 0 29,533
GRAINGER W W INC COM 384802104   261,516 378 SH   SOLE 0 50 0 328
HEALTH CATALYST INC COM 42225T107   126,267 12,477 SH   SOLE 0 0 0 12,477
HOME DEPOT INC COM 437076102   695,466 2,302 SH   SOLE 0 167 0 2,135
INTEL CORP COM 458140100   463,616 13,041 SH   SOLE 0 680 0 12,361
INTUIT COM 461202103   1,622,827 3,176 SH   SOLE 0 60 0 3,116
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   2,279,677 38,777 SH   SOLE 0 0 0 38,777
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   204,034 1,440 SH   SOLE 0 0 0 1,440
INVESCO QQQ TR UNIT SER 1 46090E103   897,755 2,506 SH   SOLE 0 0 0 2,506
ISHARES TR RUS MID CAP ETF 464287499   408,666 5,901 SH   SOLE 0 0 0 5,901
ISHARES TR RUS MD CP GR ETF 464287481   365,400 4,000 SH   SOLE 0 0 0 4,000
ISHARES TR CORE S&P MCP ETF 464287507   221,173 887 SH   SOLE 0 0 0 887
ISHARES TR CORE S&P SCP ETF 464287804   344,399 3,651 SH   SOLE 0 0 0 3,651
ISHARES TR CORE S&P500 ETF 464287200   885,914 2,063 SH   SOLE 0 0 0 2,063
ISHARES TR RUS 1000 ETF 464287622   1,181,751 5,031 SH   SOLE 0 0 0 5,031
ISHARES TR RUS 1000 VAL ETF 464287598   1,406,764 9,266 SH   SOLE 0 0 0 9,266
ISHARES TR RUS 1000 GRW ETF 464287614   771,371 2,900 SH   SOLE 0 0 0 2,900
ISHARES TR RUSSELL 2000 ETF 464287655   2,735,380 15,477 SH   SOLE 0 0 0 15,477
ISHARES TR CORE S&P US GWT 464287671   226,928 2,393 SH   SOLE 0 0 0 2,393
ISHARES TR CORE US AGGBD ET 464287226   261,995 2,786 SH   SOLE 0 0 0 2,786
ISHARES TR MSCI EMG MKT ETF 464287234   332,708 8,767 SH   SOLE 0 0 0 8,767
ISHARES TR CALIF MUN BD ETF 464288356   470,088 8,572 SH   SOLE 0 0 0 8,572
ISHARES TR MSCI USA QLT FCT 46432F339   3,482,287 26,423 SH   SOLE 0 0 0 26,423
ISHARES TR CORE MSCI EAFE 46432F842   751,195 11,674 SH   SOLE 0 0 0 11,674
ISHARES TR ESG AW MSCI EAFE 46435G516   341,157 4,935 SH   SOLE 0 0 0 4,935
ISHARES TR MSCI INTL QUALTY 46434V456   6,792,715 202,104 SH   SOLE 0 0 0 202,104
ISHARES TR NATIONAL MUN ETF 464288414   660,563 6,442 SH   SOLE 0 0 0 6,442
ISHARES TR EAFE SML CP ETF 464288273   919,896 16,290 SH   SOLE 0 0 0 16,290
ISHARES TR CORE S&P TTL STK 464287150   457,763 4,860 SH   SOLE 0 0 0 4,860
ISHARES TR SELECT DIVID ETF 464287168   1,359,493 12,630 SH   SOLE 0 0 0 12,630
JOHNSON & JOHNSON COM 478160104   1,299,783 8,345 SH   SOLE 0 422 0 7,923
JPMORGAN CHASE & CO COM 46625H100   2,365,961 16,315 SH   SOLE 0 350 0 15,965
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   2,218,578 158,131 SH   SOLE 0 0 0 158,131
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   28,921 13,578 SH   SOLE 0 2,922 0 10,656
LYELL IMMUNOPHARMA INC COM 55083R104   30,677 20,869 SH   SOLE 0 0 0 20,869
LYFT INC CL A COM 55087P104   1,619,671 153,669 SH   SOLE 0 0 0 153,669
MARSH & MCLENNAN COS INC COM 571748102   241,016 1,267 SH   SOLE 0 44 0 1,223
MASTERCARD INCORPORATED CL A 57636Q104   805,791 2,035 SH   SOLE 0 184 0 1,851
MCDONALDS CORP COM 580135101   230,320 874 SH   SOLE 0 59 0 815
MCKESSON CORP COM 58155Q103   423,949 975 SH   SOLE 0 16 0 959
MERCK & CO INC COM 58933Y105   606,207 5,888 SH   SOLE 0 1,743 0 4,145
META PLATFORMS INC CL A 30303M102   5,632,240 18,761 SH   SOLE 0 332 0 18,429
MICROSOFT CORP COM 594918104   6,074,251 19,238 SH   SOLE 0 1,967 0 17,271
MONGODB INC CL A 60937P106   2,522,011 7,292 SH   SOLE 0 5 0 7,287
MSA SAFETY INC COM 553498106   319,241 2,025 SH   SOLE 0 0 0 2,025
NEKTAR THERAPEUTICS COM 640268108   30,673 51,500 SH   SOLE 0 0 0 51,500
NERDWALLET INC COM CL A 64082B102   138,115 15,536 SH   SOLE 0 0 0 15,536
NETFLIX INC COM 64110L106   278,669 738 SH   SOLE 0 34 0 704
NIKE INC CL B 654106103   783,729 8,196 SH   SOLE 0 184 0 8,012
NOKIA CORP SPONSORED ADR 654902204   80,496 21,523 SH   SOLE 0 3,077 0 18,446
NOVO-NORDISK A S ADR 670100205   340,034 3,739 SH   SOLE 0 1,294 0 2,445
NU HLDGS LTD ORD SHS CL A G6683N103   36,992,647 5,102,434 SH   SOLE 0 0 0 5,102,434
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   309,550 8,890 SH   SOLE 0 0 0 8,890
NVIDIA CORPORATION COM 67066G104   10,043,159 23,088 SH   SOLE 0 333 0 22,755
OKTA INC CL A 679295105   226,761 2,782 SH   SOLE 0 18 0 2,764
OREILLY AUTOMOTIVE INC COM 67103H107   369,906 407 SH   SOLE 0 383 0 24
PALANTIR TECHNOLOGIES INC CL A 69608A108   232,608 14,538 SH   SOLE 0 74 0 14,464
PARAMOUNT GROUP INC COM 69924R108   60,360 13,065 SH   SOLE 0 2,093 0 10,972
PAYCHEX INC COM 704326107   251,073 2,177 SH   SOLE 0 2,141 0 36
PEPSICO INC COM 713448108   342,759 2,023 SH   SOLE 0 734 0 1,289
PINTEREST INC CL A 72352L106   340,551 12,599 SH   SOLE 0 34 0 12,565
PROCORE TECHNOLOGIES INC COM 74275K108   15,438,186 236,347 SH   SOLE 0 1 0 236,346
PROCTER AND GAMBLE CO COM 742718109   702,698 4,818 SH   SOLE 0 1,093 0 3,725
PROLOGIS INC. COM 74340W103   237,294 2,115 SH   SOLE 0 135 0 1,980
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   225,250 3,958 SH   SOLE 0 53 0 3,905
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   3,626,467 2,401,634 SH   SOLE 0 0 0 2,401,634
ROBLOX CORP CL A 771049103   1,762,100 60,846 SH   SOLE 0 1 0 60,845
ROCKWELL AUTOMATION INC COM 773903109   394,409 1,380 SH   SOLE 0 16 0 1,364
RTX CORPORATION COM 75513E101   404,966 5,627 SH   SOLE 0 26 0 5,601
SALESFORCE INC COM 79466L302   650,493 3,208 SH   SOLE 0 57 0 3,151
SAMSARA INC COM CL A 79589L106   512,872 20,344 SH   SOLE 0 6 0 20,338
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 808515530   803,655 803,655 SH   SOLE 0 0 0 803,655
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   237,148 6,983 SH   SOLE 0 0 0 6,983
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,117,251 22,080 SH   SOLE 0 0 0 22,080
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   203,662 4,917 SH   SOLE 0 0 0 4,917
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   548,961 7,549 SH   SOLE 0 0 0 7,549
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763   291,754 6,017 SH   SOLE 0 0 0 6,017
SERVICENOW INC COM 81762P102   1,914,997 3,426 SH   SOLE 0 9 0 3,417
SKILLZ INC COM CL A 83067L208   95,441 18,714 SH   SOLE 0 0 0 18,714
SNAP INC CL A 83304A106   479,670 53,835 SH   SOLE 0 63 0 53,772
SNOWFLAKE INC CL A 833445109   33,489,628 219,216 SH   SOLE 0 6 0 219,210
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,534,825 10,608 SH   SOLE 0 0 0 10,608
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   746,150 1,634 SH   SOLE 0 0 0 1,634
SPDR SER TR PORTFOLIO S&P600 78468R853   265,090 7,184 SH   SOLE 0 0 0 7,184
SPDR SER TR S&P DIVID ETF 78464A763   790,694 6,875 SH   SOLE 0 0 0 6,875
SPOTIFY TECHNOLOGY S A SHS L8681T102   465,621 3,011 SH   SOLE 0 9 0 3,002
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   242,017 2,785 SH   SOLE 0 1,695 0 1,090
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   229,116 1,632 SH   SOLE 0 22 0 1,610
TESLA INC COM 88160R101   3,917,194 15,655 SH   SOLE 0 272 0 15,383
TEXAS INSTRS INC COM 882508104   547,110 3,441 SH   SOLE 0 190 0 3,251
THE CIGNA GROUP COM 125523100   288,072 1,007 SH   SOLE 0 105 0 902
TJX COS INC NEW COM 872540109   293,013 3,297 SH   SOLE 0 142 0 3,155
TWILIO INC CL A 90138F102   2,579,651 44,074 SH   SOLE 0 8 0 44,066
UBER TECHNOLOGIES INC COM 90353T100   8,003,364 174,024 SH   SOLE 0 70 0 173,954
UIPATH INC CL A 90364P105   493,144 28,822 SH   SOLE 0 10 0 28,812
UNITEDHEALTH GROUP INC COM 91324P102   511,458 1,014 SH   SOLE 0 124 0 890
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,591,937 21,178 SH   SOLE 0 0 0 21,178
VANGUARD BD INDEX FDS INTERMED TERM 921937819   2,262,711 31,292 SH   SOLE 0 0 0 31,292
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   10,256,146 26,117 SH   SOLE 0 0 0 26,117
VANGUARD INDEX FDS LARGE CAP ETF 922908637   4,040,803 20,649 SH   SOLE 0 0 0 20,649
VANGUARD INDEX FDS MID CAP ETF 922908629   1,784,473 8,569 SH   SOLE 0 0 0 8,569
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,481,817 32,802 SH   SOLE 0 0 0 32,802
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,047,448 5,540 SH   SOLE 0 0 0 5,540
VANGUARD INDEX FDS GROWTH ETF 922908736   377,939 1,388 SH   SOLE 0 0 0 1,388
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,447,653 6,815 SH   SOLE 0 0 0 6,815
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   665,911 4,646 SH   SOLE 0 0 0 4,646
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   615,045 15,686 SH   SOLE 0 0 0 15,686
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   1,904,690 20,441 SH   SOLE 0 0 0 20,441
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   3,432,156 48,043 SH   SOLE 0 0 0 48,043
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   313,401 2,017 SH   SOLE 0 0 0 2,017
VANGUARD STAR FDS VG TL INTL STK F 921909768   3,005,844 56,163 SH   SOLE 0 0 0 56,163
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   967,607 22,132 SH   SOLE 0 0 0 22,132
VANGUARD WORLD FD MEGA GRWTH IND 921910816   467,868 2,062 SH   SOLE 0 0 0 2,062
VANGUARD WORLD FDS INF TECH ETF 92204A702   397,101 957 SH   SOLE 0 0 0 957
VERTEX PHARMACEUTICALS INC COM 92532F100   418,679 1,204 SH   SOLE 0 898 0 306
VISA INC COM CL A 92826C839   798,514 3,472 SH   SOLE 0 1,453 0 2,019
VMWARE INC CL A COM 928563402   1,015,362 6,099 SH   SOLE 0 0 0 6,099
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   109,769 11,579 SH   SOLE 0 720 0 10,859
WALMART INC COM 931142103   266,722 1,668 SH   SOLE 0 147 0 1,521
WEAVE COMMUNICATIONS INC COM 94724R108   799,108 98,050 SH   SOLE 0 0 0 98,050
WELLS FARGO CO NEW COM 949746101   1,517,949 37,150 SH   SOLE 0 330 0 36,820
WIPRO LTD SPON ADR 1 SH 97651M109   81,956 16,933 SH   SOLE 0 3,525 0 13,408
WORKDAY INC CL A 98138H101   398,762 1,856 SH   SOLE 0 10 0 1,846
WORLD GOLD TR SPDR GLD MINIS 98149E303   439,920 12,000 SH   SOLE 0 0 0 12,000
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   512,241 7,324 SH   SOLE 0 19 0 7,305