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
ADOBE INC COM 00724F101 341 992 SH   SOLE   0 0 992
ALPHABET INC CAP STK CL A 02079K305 363 284 SH   SOLE   0 0 284
ALPHABET INC CAP STK CL C 02079K107 373 291 SH   SOLE   0 0 291
ALTRIA GROUP INC COM 02209S103 276 6,748 SH   SOLE   0 0 6,748
AMAZON COM INC COM 023135106 1,216 512 SH   SOLE   0 0 512
AMETEK INC COM 031100100 659 8,207 SH   SOLE   0 0 8,207
AMGEN INC COM 031162100 204 869 SH   SOLE   0 0 869
APPLE INC COM 037833100 4,919 17,395 SH   SOLE   0 0 17,395
AT&T INC COM 00206R102 309 9,893 SH   SOLE   0 0 9,893
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 281 1,469 SH   SOLE   0 0 1,469
BK OF AMERICA CORP COM 060505104 232 9,962 SH   SOLE   0 0 9,962
BOEING CO COM 097023105 234 1,520 SH   SOLE   0 0 1,520
CATERPILLAR INC DEL COM 149123101 302 2,597 SH   SOLE   0 0 2,597
CHEVRON CORP NEW COM 166764100 788 9,035 SH   SOLE   0 0 9,035
CHURCH & DWIGHT INC COM 171340102 215 2,927 SH   SOLE   0 0 2,927
CISCO SYS INC COM 17275R102 606 14,269 SH   SOLE   0 0 14,269
CLOROX CO DEL COM 189054109 620 3,203 SH   SOLE   0 0 3,203
COCA COLA CO COM 191216100 389 8,103 SH   SOLE   0 0 8,103
COLGATE PALMOLIVE CO COM 194162103 276 3,756 SH   SOLE   0 0 3,756
COSTCO WHSL CORP NEW COM 22160K105 283 889 SH   SOLE   0 0 889
DEERE & CO COM 244199105 419 3,026 SH   SOLE   0 0 3,026
DISNEY WALT CO COM DISNEY 254687106 445 4,169 SH   SOLE   0 0 4,169
ELECTRONIC ARTS INC COM 285512109 320 2,782 SH   SOLE   0 0 2,782
FACEBOOK INC CL A 30303M102 994 5,545 SH   SOLE   0 0 5,545
FATE THERAPEUTICS INC COM 31189P102 282 9,004 SH   SOLE   0 0 9,004
HOME DEPOT INC COM 437076102 344 1,641 SH   SOLE   0 0 1,641
INTEL CORP COM 458140100 1,040 17,224 SH   SOLE   0 0 17,224
INVESCO QQQ TR UNIT SER 1 46090E103 3 3,000 SH Put SOLE   0 0 3,000
INVESCO QQQ TR UNIT SER 1 46090E103 1,214 5,637 SH   SOLE   0 0 5,637
ISHARES INC CORE MSCI EMKT 46434G103 1,439 33,355 SH   SOLE   0 0 33,355
ISHARES INC ESG MSCI EM ETF 46434G863 396 13,543 SH   SOLE   0 0 13,543
ISHARES INC MSCI EURZONE ETF 464286608 605 19,080 SH   SOLE   0 0 19,080
ISHARES TR 1 3 YR TREAS BD 464287457 249 2,875 SH   SOLE   0 0 2,875
ISHARES TR BARCLAYS 7 10 YR 464287440 897 7,366 SH   SOLE   0 0 7,366
ISHARES TR CALIF MUN BD ETF 464288356 389 6,372 SH   SOLE   0 0 6,372
ISHARES TR COHEN STEER REIT 464287564 1,237 12,302 SH   SOLE   0 0 12,302
ISHARES TR CORE MSCI EAFE 46432F842 10,937 210,372 SH   SOLE   0 0 210,372
ISHARES TR CORE US AGGBD ET 464287226 7,984 68,097 SH   SOLE   0 0 68,097
ISHARES TR ESG MSCI EAFE 46435G516 779 14,112 SH   SOLE   0 0 14,112
ISHARES TR ESG MSCI USA ETF 46435G425 612 9,543 SH   SOLE   0 0 9,543
ISHARES TR ESG MSCI USA SML 46435U663 810 37,706 SH   SOLE   0 0 37,706
ISHARES TR IBOXX INV CP ETF 464287242 604 4,629 SH   SOLE   0 0 4,629
ISHARES TR MSCI EAFE ETF 464287465 779 13,967 SH   SOLE   0 0 13,967
ISHARES TR MSCI EMG MKT ETF 464287234 362 9,980 SH   SOLE   0 0 9,980
ISHARES TR RUS 1000 GRW ETF 464287614 4,633 27,334 SH   SOLE   0 0 27,334
ISHARES TR RUS 1000 VAL ETF 464287598 3,590 32,957 SH   SOLE   0 0 32,957
ISHARES TR RUS 2000 GRW ETF 464287648 2,248 13,075 SH   SOLE   0 0 13,075
ISHARES TR RUS 2000 VAL ETF 464287630 1,700 19,798 SH   SOLE   0 0 19,798
ISHARES TR RUS MDCP VAL ETF 464287473 1,348 19,160 SH   SOLE   0 0 19,160
ISHARES TR S&P 500 GRWT ETF 464287309 455 2,458 SH   SOLE   0 0 2,458
ISHARES TR U.S. REAL ES ETF 464287739 245 3,214 SH   SOLE   0 0 3,214
J2 GLOBAL INC COM 48123V102 313 4,200 SH   SOLE   0 0 4,200
JOHNSON & JOHNSON COM 478160104 836 5,497 SH   SOLE   0 0 5,497
JPMORGAN CHASE & CO COM 46625H100 684 7,184 SH   SOLE   0 0 7,184
L3HARRIS TECHNOLOGIES INC COM 502431109 324 1,592 SH   SOLE   0 0 1,592
LILLY ELI & CO COM 532457108 1,064 6,762 SH   SOLE   0 0 6,762
MASTERCARD INC CL A 57636Q104 241 928 SH   SOLE   0 0 928
MCDONALDS CORP COM 580135101 630 3,385 SH   SOLE   0 0 3,385
MERCK & CO. INC COM 58933Y105 551 6,599 SH   SOLE   0 0 6,599
MICROSOFT CORP COM 594918104 1,514 8,478 SH   SOLE   0 0 8,478
NETFLIX INC COM 64110L106 905 2,139 SH   SOLE   0 0 2,139
NEXTERA ENERGY INC COM 65339F101 208 844 SH   SOLE   0 0 844
NORTHROP GRUMMAN CORP COM 666807102 332 933 SH   SOLE   0 0 933
PEPSICO INC COM 713448108 258 1,874 SH   SOLE   0 0 1,874
PFIZER INC COM 717081103 410 11,104 SH   SOLE   0 0 11,104
PROCTER & GAMBLE CO COM 742718109 1,030 8,262 SH   SOLE   0 0 8,262
RINGCENTRAL INC CL A 76680R206 517 2,186 SH   SOLE   0 0 2,186
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,251 83,376 SH   SOLE   0 0 83,376
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 11,136 124,428 SH   SOLE   0 0 124,428
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 8,829 180,987 SH   SOLE   0 0 180,987
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 203 2,973 SH   SOLE   0 0 2,973
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4,165 90,672 SH   SOLE   0 0 90,672
SEAGATE TECHNOLOGY PLC SHS G7945M107 494 9,607 SH   SOLE   0 0 9,607
SPDR S&P 500 ETF TR TR UNIT 78462F103 534 1,863 SH   SOLE   0 0 1,863
SPDR S&P 500 ETF TR TR UNIT 78462F103 5 500 SH Put SOLE   0 0 500
SPDR SER TR PRTFLO S&P500 GW 78464A409 8,967 223,734 SH   SOLE   0 0 223,734
SPDR SER TR S&P 600 SML CAP 78464A813 4,891 95,446 SH   SOLE   0 0 95,446
SPDR SER TR SPDR S&P 500 ETF 78468R796 2,304 32,515 SH   SOLE   0 0 32,515
STARBUCKS CORP COM 855244109 220 2,848 SH   SOLE   0 0 2,848
STEREOTAXIS INC COM NEW 85916J409 44 11,900 SH   SOLE   0 0 11,900
STRYKER CORP COM 863667101 214 1,131 SH   SOLE   0 0 1,131
TESLA INC COM 88160R101 507 672 SH   SOLE   0 0 672
TWILIO INC CL A 90138F102 602 5,577 SH   SOLE   0 0 5,577
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 268 2,608 SH   SOLE   0 0 2,608
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 941 16,554 SH   SOLE   0 0 16,554
VANGUARD INDEX FDS MID CAP ETF 922908629 1,064 7,238 SH   SOLE   0 0 7,238
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2,915 38,298 SH   SOLE   0 0 38,298
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,493 11,951 SH   SOLE   0 0 11,951
VANGUARD INDEX FDS TOTAL STK MKT 922908769 253 1,767 SH   SOLE   0 0 1,767
VANGUARD INDEX FDS VALUE ETF 922908744 11,730 119,460 SH   SOLE   0 0 119,460
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 301 8,438 SH   SOLE   0 0 8,438
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 969 27,711 SH   SOLE   0 0 27,711
VANGUARD WORLD FD ESG INTL STK ETF 921910725 244 5,612 SH   SOLE   0 0 5,612
VERIZON COMMUNICATIONS INC COM 92343V104 232 3,969 SH   SOLE   0 0 3,969
VISA INC COM CL A 92826C839 416 2,455 SH   SOLE   0 0 2,455
WALGREENS BOOTS ALLIANCE INC COM 931427108 341 7,654 SH   SOLE   0 0 7,654
WALMART INC COM 931142103 207 1,570 SH   SOLE   0 0 1,570