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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   442,103 3,878 SH   SOLE 0 126 0 3,752
ABBVIE INC COM 00287Y109   843,190 4,270 SH   SOLE 0 222 0 4,048
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   429,662 1,216 SH   SOLE 0 106 0 1,110
ADOBE INC COM 00724F101   382,500 739 SH   SOLE 0 43 0 696
ADVANCED MICRO DEVICES INC COM 007903107   1,468,793 8,952 SH   SOLE 0 103 0 8,849
AEGON LTD AMER REG 1 CERT 0076CA104   98,451 15,407 SH   SOLE 0 373 0 15,034
AFLAC INC COM 001055102   658,167 5,887 SH   SOLE 0 94 0 5,793
AIRBNB INC COM CL A 009066101   3,512,891 27,702 SH   SOLE 0 14 0 27,688
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   4,553,397 42,908 SH   SOLE 0 389 0 42,519
ALPHABET INC CAP STK CL C 02079K107   11,843,509 70,839 SH   SOLE 0 1,546 0 69,293
ALPHABET INC CAP STK CL A 02079K305   6,179,503 37,260 SH   SOLE 0 1,657 0 35,603
AMAZON COM INC COM 023135106   4,170,055 22,380 SH   SOLE 0 1,095 0 21,285
AMERICAN CENTY ETF TR US EQT ETF 025072885   137,279,503 1,442,769 SH   SOLE 0 12,583 0 1,430,186
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   71,776,642 1,070,814 SH   SOLE 0 6,453 0 1,064,361
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   57,451,859 889,348 SH   SOLE 0 4,832 0 884,516
AMERICAN EXPRESS CO COM 025816109   1,340,813 4,944 SH   SOLE 0 69 0 4,875
AMERICAN WTR WKS CO INC NEW COM 030420103   244,806 1,674 SH   SOLE 0 109 0 1,565
AMERIPRISE FINL INC COM 03076C106   250,705 534 SH   SOLE 0 23 0 511
AMGEN INC COM 031162100   349,398 1,084 SH   SOLE 0 80 0 1,004
ANALOG DEVICES INC COM 032654105   314,531 1,367 SH   SOLE 0 34 0 1,333
APPLE INC COM 037833100   28,889,493 123,989 SH   SOLE 0 1,646 0 122,343
APPLIED MATLS INC COM 038222105   587,189 2,906 SH   SOLE 0 91 0 2,815
ASML HOLDING N V N Y REGISTRY SHS N07059210   341,633 410 SH   SOLE 0 86 0 324
BANCO SANTANDER S.A. ADR 05964H105   344,342 67,518 SH   SOLE 0 9,624 0 57,894
BANK AMERICA CORP COM 060505104   277,438 6,992 SH   SOLE 0 365 0 6,627
BANK NOVA SCOTIA HALIFAX COM 064149107   204,828 3,759 SH   SOLE 0 169 0 3,590
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,317,536 7,208 SH   SOLE 0 156 0 7,052
BEST BUY INC COM 086516101   208,613 2,019 SH   SOLE 0 54 0 1,965
BHP GROUP LTD SPONSORED ADS 088606108   242,726 3,908 SH   SOLE 0 728 0 3,180
BLEND LABS INC CL A 09352U108   55,556 14,815 SH   SOLE 0 0 0 14,815
BOEING CO COM 097023105   361,095 2,375 SH   SOLE 0 39 0 2,336
BOOKING HOLDINGS INC COM 09857L108   213,597 51 SH   SOLE 0 28 0 23
BOSTON SCIENTIFIC CORP COM 101137107   303,090 3,617 SH   SOLE 0 86 0 3,531
BROADCOM INC COM 11135F101   504,287 2,923 SH   SOLE 0 568 0 2,355
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   385,334 1,792 SH   SOLE 0 25 0 1,767
CATERPILLAR INC COM 149123101   307,420 786 SH   SOLE 0 61 0 725
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   63,879,221 5,780,925 SH   SOLE 0 84,375 0 5,696,550
CHEVRON CORP NEW COM 166764100   703,067 4,774 SH   SOLE 0 164 0 4,610
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601   27,344 13,274 SH   SOLE 0 460 0 12,814
CISCO SYS INC COM 17275R102   385,096 7,236 SH   SOLE 0 420 0 6,816
COCA COLA CO COM 191216100   536,685 7,468 SH   SOLE 0 381 0 7,087
COLGATE PALMOLIVE CO COM 194162103   326,034 3,141 SH   SOLE 0 163 0 2,978
COSTCO WHSL CORP NEW COM 22160K105   899,619 1,015 SH   SOLE 0 44 0 971
CROWDSTRIKE HLDGS INC CL A 22788C105   2,355,743 8,399 SH   SOLE 0 7 0 8,392
DANAHER CORPORATION COM 235851102   494,589 1,779 SH   SOLE 0 582 0 1,197
DATADOG INC CL A COM 23804L103   27,330,414 237,532 SH   SOLE 0 1 0 237,531
DAYFORCE INC COM 15677J108   4,987,036 81,421 SH   SOLE 0 0 0 81,421
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   17,448,966 280,530 SH   SOLE 0 0 0 280,530
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   57,915,692 1,688,997 SH   SOLE 0 0 0 1,688,997
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   46,869,933 722,632 SH   SOLE 0 3,041 0 719,591
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   16,327,854 293,508 SH   SOLE 0 0 0 293,508
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   2,753,316 72,303 SH   SOLE 0 0 0 72,303
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   6,864,258 215,993 SH   SOLE 0 0 0 215,993
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   2,156,098 78,661 SH   SOLE 0 0 0 78,661
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   229,533,115 6,737,103 SH   SOLE 0 26,398 0 6,710,705
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   75,634,047 2,949,846 SH   SOLE 0 9,348 0 2,940,498
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   167,537,564 6,048,287 SH   SOLE 0 16,648 0 6,031,639
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724   1,913,790 45,905 SH   SOLE 0 0 0 45,905
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690   18,719,603 523,842 SH   SOLE 0 0 0 523,842
DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682   6,629,427 187,166 SH   SOLE 0 0 0 187,166
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716   19,435,578 522,743 SH   SOLE 0 0 0 522,743
DOORDASH INC CL A 25809K105   38,113,477 267,032 SH   SOLE 0 27 0 267,005
DR REDDYS LABS LTD ADR 256135203   324,633 4,086 SH   SOLE 0 277 0 3,809
DYNATRACE INC COM NEW 268150109   8,919,812 166,819 SH   SOLE 0 53 0 166,766
EA SERIES TRUST ALPHA ARCH 1-3 02072L565   1,026,121 9,420 SH   SOLE 0 0 0 9,420
ELEVANCE HEALTH INC COM 036752103   463,929 892 SH   SOLE 0 31 0 861
ELI LILLY & CO COM 532457108   956,820 1,080 SH   SOLE 0 150 0 930
ENEL CHILE S.A. SPONSORED ADR 29278D105   36,055 12,923 SH   SOLE 0 199 0 12,724
EXXON MOBIL CORP COM 30231G102   465,832 3,974 SH   SOLE 0 522 0 3,452
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   955,560 17,208 SH   SOLE 0 0 0 17,208
FINVOLUTION GROUP SPONSORED ADS 31810T101   75,118 12,155 SH   SOLE 0 1,585 0 10,570
FISERV INC COM 337738108   425,771 2,370 SH   SOLE 0 2,165 0 205
GE AEROSPACE COM NEW 369604301   231,674 1,229 SH   SOLE 0 91 0 1,138
GLOBAL X FDS NASDAQ 100 COVER 37954Y483   206,161 11,428 SH   SOLE 0 0 0 11,428
GRAINGER W W INC COM 384802104   367,739 354 SH   SOLE 0 29 0 325
HEALTH CATALYST INC COM 42225T107   101,563 12,477 SH   SOLE 0 0 0 12,477
HOME DEPOT INC COM 437076102   939,979 2,320 SH   SOLE 0 128 0 2,192
HONEYWELL INTL INC COM 438516106   262,315 1,269 SH   SOLE 0 63 0 1,206
HP INC COM 40434L105   271,798 7,577 SH   SOLE 0 139 0 7,438
HUBBELL INC COM 443510607   234,307 547 SH   SOLE 0 14 0 533
ICICI BANK LIMITED ADR 45104G104   208,472 6,984 SH   SOLE 0 1,768 0 5,216
ILLINOIS TOOL WKS INC COM 452308109   215,946 824 SH   SOLE 0 38 0 786
INFOSYS LTD SPONSORED ADR 456788108   282,695 12,694 SH   SOLE 0 2,556 0 10,138
INTEL CORP COM 458140100   201,725 8,599 SH   SOLE 0 238 0 8,361
INTERCONTINENTAL EXCHANGE IN COM 45866F104   223,557 1,392 SH   SOLE 0 47 0 1,345
INTERNATIONAL BUSINESS MACHS COM 459200101   289,040 1,307 SH   SOLE 0 130 0 1,177
INTUIT COM 461202103   1,370,528 2,207 SH   SOLE 0 60 0 2,147
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   2,374,000 33,096 SH   SOLE 0 0 0 33,096
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   257,990 1,440 SH   SOLE 0 0 0 1,440
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613   246,624 6,070 SH   SOLE 0 0 0 6,070
INVESCO QQQ TR UNIT SER 1 46090E103   2,127,780 4,360 SH   SOLE 0 0 0 4,360
ISHARES TR CORE S&P MCP ETF 464287507   272,338 4,370 SH   SOLE 0 0 0 4,370
ISHARES TR CORE S&P SCP ETF 464287804   479,653 4,101 SH   SOLE 0 0 0 4,101
ISHARES TR CORE S&P500 ETF 464287200   900,993 1,562 SH   SOLE 0 0 0 1,562
ISHARES TR RUS 1000 ETF 464287622   1,569,011 4,991 SH   SOLE 0 0 0 4,991
ISHARES TR RUS 1000 VAL ETF 464287598   1,793,610 9,450 SH   SOLE 0 0 0 9,450
ISHARES TR RUS 1000 GRW ETF 464287614   1,101,365 2,934 SH   SOLE 0 0 0 2,934
ISHARES TR RUSSELL 2000 ETF 464287655   3,331,198 15,081 SH   SOLE 0 0 0 15,081
ISHARES TR CORE S&P US GWT 464287671   315,661 2,393 SH   SOLE 0 0 0 2,393
ISHARES TR RUS MID CAP ETF 464287499   532,835 6,045 SH   SOLE 0 0 0 6,045
ISHARES TR RUS MD CP GR ETF 464287481   469,160 4,000 SH   SOLE 0 0 0 4,000
ISHARES TR EXPND TEC SC ETF 464287549   230,256 2,400 SH   SOLE 0 0 0 2,400
ISHARES TR CORE S&P TTL STK 464287150   557,250 4,436 SH   SOLE 0 0 0 4,436
ISHARES TR NATIONAL MUN ETF 464288414   490,030 4,511 SH   SOLE 0 0 0 4,511
ISHARES TR MSCI EMG MKT ETF 464287234   433,331 9,449 SH   SOLE 0 0 0 9,449
ISHARES TR SELECT DIVID ETF 464287168   1,705,934 12,630 SH   SOLE 0 0 0 12,630
ISHARES TR CORE US AGGBD ET 464287226   262,188 2,589 SH   SOLE 0 0 0 2,589
ISHARES TR EAFE SML CP ETF 464288273   497,324 7,346 SH   SOLE 0 0 0 7,346
ISHARES TR CALIF MUN BD ETF 464288356   713,533 12,279 SH   SOLE 0 0 0 12,279
ISHARES TR CORE MSCI EAFE 46432F842   756,896 9,698 SH   SOLE 0 0 0 9,698
ISHARES TR MSCI INTL QUALTY 46434V456   7,870,985 189,708 SH   SOLE 0 0 0 189,708
ISHARES TR MSCI USA QLT FCT 46432F339   4,313,599 24,058 SH   SOLE 0 0 0 24,058
ISHARES TR ESG AW MSCI EAFE 46435G516   415,379 4,935 SH   SOLE 0 0 0 4,935
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   224,664 4,090 SH   SOLE 0 0 0 4,090
JOHNSON & JOHNSON COM 478160104   1,801,619 11,117 SH   SOLE 0 264 0 10,853
JPMORGAN CHASE & CO. COM 46625H100   3,965,399 18,806 SH   SOLE 0 361 0 18,445
KB FINL GROUP INC SPONSORED ADR 48241A105   314,740 5,097 SH   SOLE 0 899 0 4,198
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   2,607,580 158,131 SH   SOLE 0 0 0 158,131
LOCKHEED MARTIN CORP COM 539830109   734,792 1,257 SH   SOLE 0 43 0 1,214
LYELL IMMUNOPHARMA INC COM 55083R104   28,799 20,869 SH   SOLE 0 0 0 20,869
LYFT INC CL A COM 55087P104   1,959,280 153,669 SH   SOLE 0 0 0 153,669
MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695   11,839,304 1,065,644 SH   SOLE 0 0 0 1,065,644
MAPLEBEAR INC COM 565394103   455,921 11,191 SH   SOLE 0 0 0 11,191
MARSH & MCLENNAN COS INC COM 571748102   607,016 2,721 SH   SOLE 0 47 0 2,674
MASTERCARD INCORPORATED CL A 57636Q104   1,052,455 2,131 SH   SOLE 0 154 0 1,977
MCDONALDS CORP COM 580135101   248,565 816 SH   SOLE 0 56 0 760
MCKESSON CORP COM 58155Q103   394,024 797 SH   SOLE 0 17 0 780
MERCK & CO INC COM 58933Y105   732,322 6,449 SH   SOLE 0 1,687 0 4,762
META PLATFORMS INC CL A 30303M102   10,027,311 17,517 SH   SOLE 0 325 0 17,192
MICRON TECHNOLOGY INC COM 595112103   302,560 2,917 SH   SOLE 0 132 0 2,785
MICROSOFT CORP COM 594918104   8,613,416 20,017 SH   SOLE 0 1,885 0 18,132
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   123,911 12,172 SH   SOLE 0 2,244 0 9,928
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109   58,959 14,105 SH   SOLE 0 2,375 0 11,730
MONGODB INC CL A 60937P106   1,971,490 7,292 SH   SOLE 0 3 0 7,289
MOODYS CORP COM 615369105   313,396 660 SH   SOLE 0 19 0 641
MSA SAFETY INC COM 553498106   362,128 2,042 SH   SOLE 0 0 0 2,042
NATWEST GROUP PLC SPONS ADR 639057207   100,377 10,724 SH   SOLE 0 537 0 10,187
NEKTAR THERAPEUTICS COM 640268108   66,950 51,500 SH   SOLE 0 0 0 51,500
NERDWALLET INC COM CL A 64082B102   148,466 11,681 SH   SOLE 0 0 0 11,681
NETFLIX INC COM 64110L106   609,646 860 SH   SOLE 0 34 0 826
NIKE INC CL B 654106103   737,168 8,339 SH   SOLE 0 95 0 8,244
NOKIA CORP SPONSORED ADR 654902204   130,313 29,820 SH   SOLE 0 1,638 0 28,182
NOVARTIS AG SPONSORED ADR 66987V109   322,861 2,807 SH   SOLE 0 535 0 2,272
NOVO-NORDISK A S ADR 670100205   708,241 5,948 SH   SOLE 0 1,029 0 4,919
NU HLDGS LTD ORD SHS CL A G6683N103   65,784,196 4,819,355 SH   SOLE 0 0 0 4,819,355
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   378,020 8,824 SH   SOLE 0 0 0 8,824
NVIDIA CORPORATION COM 67066G104   30,340,985 249,843 SH   SOLE 0 3,071 0 246,772
ORACLE CORP COM 68389X105   276,414 1,622 SH   SOLE 0 181 0 1,441
OREILLY AUTOMOTIVE INC COM 67103H107   468,701 407 SH   SOLE 0 382 0 25
PALANTIR TECHNOLOGIES INC CL A 69608A108   560,381 15,064 SH   SOLE 0 103 0 14,961
PALO ALTO NETWORKS INC COM 697435105   302,127 884 SH   SOLE 0 18 0 866
PARKER-HANNIFIN CORP COM 701094104   224,296 355 SH   SOLE 0 21 0 334
PAYCHEX INC COM 704326107   310,785 2,316 SH   SOLE 0 2,138 0 178
PEPSICO INC COM 713448108   593,966 3,493 SH   SOLE 0 565 0 2,928
PHILLIPS 66 COM 718546104   240,816 1,832 SH   SOLE 0 67 0 1,765
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   102,353 10,134 SH   SOLE 0 0 0 10,134
PINTEREST INC CL A 72352L106   376,172 11,621 SH   SOLE 0 46 0 11,575
PROCORE TECHNOLOGIES INC COM 74275K108   13,828,613 224,054 SH   SOLE 0 8 0 224,046
PROCTER AND GAMBLE CO COM 742718109   921,704 5,322 SH   SOLE 0 1,091 0 4,231
PROLOGIS INC. COM 74340W103   315,413 2,498 SH   SOLE 0 135 0 2,363
QUALCOMM INC COM 747525103   308,024 1,811 SH   SOLE 0 99 0 1,712
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   3,799,889 2,099,386 SH   SOLE 0 0 0 2,099,386
ROBLOX CORP CL A 771049103   2,645,642 59,775 SH   SOLE 0 14 0 59,761
ROSS STORES INC COM 778296103   202,615 1,346 SH   SOLE 0 53 0 1,293
RTX CORPORATION COM 75513E101   981,529 8,101 SH   SOLE 0 122 0 7,979
S&P GLOBAL INC COM 78409V104   281,737 545 SH   SOLE 0 24 0 521
SALESFORCE INC COM 79466L302   791,220 2,891 SH   SOLE 0 57 0 2,834
SAMSARA INC COM CL A 79589L106   442,271 9,191 SH   SOLE 0 12 0 9,179
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   264,356 3,127 SH   SOLE 0 0 0 3,127
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   388,474 9,447 SH   SOLE 0 0 0 9,447
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,490,673 21,970 SH   SOLE 0 0 0 21,970
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   353,805 6,870 SH   SOLE 0 0 0 6,870
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   738,847 7,092 SH   SOLE 0 0 0 7,092
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   210,526 2,619 SH   SOLE 0 0 0 2,619
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763   361,371 6,066 SH   SOLE 0 0 0 6,066
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   363,158 5,061 SH   SOLE 0 0 0 5,061
SERVICENOW INC COM 81762P102   3,079,564 3,443 SH   SOLE 0 9 0 3,434
SHELL PLC SPON ADS 780259305   202,401 3,069 SH   SOLE 0 856 0 2,213
SKILLZ INC COM CL A 83067L208   105,173 18,714 SH   SOLE 0 0 0 18,714
SNAP INC CL A 83304A106   575,960 53,828 SH   SOLE 0 39 0 53,789
SNOWFLAKE INC CL A 833445109   26,793,613 233,272 SH   SOLE 0 1 0 233,271
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,364,941 12,836 SH   SOLE 0 0 0 12,836
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   935,382 1,642 SH   SOLE 0 0 0 1,642
SPDR SER TR S&P DIVID ETF 78464A763   1,008,484 7,100 SH   SOLE 0 0 0 7,100
SPDR SER TR S&P BIOTECH 78464A870   207,480 2,100 SH   SOLE 0 0 0 2,100
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   969,605 10,561 SH   SOLE 0 0 0 10,561
SPDR SER TR BLOOMBERG INVT 78468R200   202,870 6,576 SH   SOLE 0 0 0 6,576
SPDR SER TR PORTFOLIO S&P600 78468R853   326,944 7,184 SH   SOLE 0 0 0 7,184
SPOTIFY TECHNOLOGY S A SHS L8681T102   964,812 2,618 SH   SOLE 0 11 0 2,607
STATE STR CORP COM 857477103   247,716 2,800 SH   SOLE 0 442 0 2,358
STRYKER CORPORATION COM 863667101   274,533 760 SH   SOLE 0 519 0 241
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,131,286 6,514 SH   SOLE 0 1,896 0 4,618
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   259,616 1,689 SH   SOLE 0 22 0 1,667
TARGET CORP COM 87612E106   267,257 1,715 SH   SOLE 0 68 0 1,647
TESLA INC COM 88160R101   4,151,929 15,869 SH   SOLE 0 219 0 15,650
TEXAS INSTRS INC COM 882508104   795,651 3,852 SH   SOLE 0 158 0 3,694
THE CIGNA GROUP COM 125523100   272,894 788 SH   SOLE 0 32 0 756
TJX COS INC NEW COM 872540109   376,825 3,206 SH   SOLE 0 141 0 3,065
TWILIO INC CL A 90138F102   509,107 7,806 SH   SOLE 0 20 0 7,786
UBER TECHNOLOGIES INC COM 90353T100   13,956,245 185,687 SH   SOLE 0 74 0 185,613
UIPATH INC CL A 90364P105   156,429 12,221 SH   SOLE 0 0 0 12,221
UNION PAC CORP COM 907818108   233,436 947 SH   SOLE 0 70 0 877
UNITED RENTALS INC COM 911363109   238,903 295 SH   SOLE 0 17 0 278
UNITEDHEALTH GROUP INC COM 91324P102   718,838 1,229 SH   SOLE 0 118 0 1,111
VANGUARD BD INDEX FDS INTERMED TERM 921937819   2,515,223 32,094 SH   SOLE 0 0 0 32,094
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,745,782 22,186 SH   SOLE 0 0 0 22,186
VANGUARD INDEX FDS LARGE CAP ETF 922908637   5,839,509 22,179 SH   SOLE 0 0 0 22,179
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,339,762 5,648 SH   SOLE 0 0 0 5,648
VANGUARD INDEX FDS GROWTH ETF 922908736   464,273 1,209 SH   SOLE 0 0 0 1,209
VANGUARD INDEX FDS VALUE ETF 922908744   285,771 1,637 SH   SOLE 0 0 0 1,637
VANGUARD INDEX FDS MID CAP ETF 922908629   1,881,899 7,133 SH   SOLE 0 0 0 7,133
VANGUARD INDEX FDS SM CP VAL ETF 922908611   242,703 1,209 SH   SOLE 0 0 0 1,209
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,260,426 23,203 SH   SOLE 0 0 0 23,203
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,844,678 13,578 SH   SOLE 0 0 0 13,578
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   966,549 5,311 SH   SOLE 0 0 0 5,311
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   14,113,721 26,747 SH   SOLE 0 0 0 26,747
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   2,823,727 23,590 SH   SOLE 0 0 0 23,590
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   781,769 16,338 SH   SOLE 0 0 0 16,338
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   3,406,805 38,125 SH   SOLE 0 0 0 38,125
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   277,680 1,402 SH   SOLE 0 0 0 1,402
VANGUARD STAR FDS VG TL INTL STK F 921909768   3,474,402 53,667 SH   SOLE 0 0 0 53,667
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,147,033 21,720 SH   SOLE 0 0 0 21,720
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   217,940 1,700 SH   SOLE 0 0 0 1,700
VANGUARD WORLD FD INF TECH ETF 92204A702   561,359 957 SH   SOLE 0 0 0 957
VANGUARD WORLD FD MEGA GRWTH IND 921910816   663,861 2,062 SH   SOLE 0 0 0 2,062
VERALTO CORP COM SHS 92338C103   213,429 1,908 SH   SOLE 0 167 0 1,741
VERISK ANALYTICS INC COM 92345Y106   228,838 854 SH   SOLE 0 27 0 827
VERIZON COMMUNICATIONS INC COM 92343V104   231,154 5,147 SH   SOLE 0 759 0 4,388
VERTEX PHARMACEUTICALS INC COM 92532F100   624,119 1,342 SH   SOLE 0 898 0 444
VIATRIS INC COM 92556V106   138,943 11,968 SH   SOLE 0 231 0 11,737
VISA INC COM CL A 92826C839   1,024,272 3,725 SH   SOLE 0 1,453 0 2,272
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   211,903 21,148 SH   SOLE 0 651 0 20,497
WALMART INC COM 931142103   632,592 7,834 SH   SOLE 0 451 0 7,383
WEAVE COMMUNICATIONS INC COM 94724R108   1,255,040 98,050 SH   SOLE 0 0 0 98,050
WELLS FARGO CO NEW COM 949746101   2,090,560 37,008 SH   SOLE 0 270 0 36,738
WESCO INTL INC COM 95082P105   206,783 1,231 SH   SOLE 0 0 0 1,231
WILLIAMS SONOMA INC COM 969904101   357,400 2,307 SH   SOLE 0 32 0 2,275
WORKDAY INC CL A 98138H101   462,463 1,892 SH   SOLE 0 17 0 1,875
WORLD GOLD TR SPDR GLD MINIS 98149E303   625,560 12,000 SH   SOLE 0 0 0 12,000
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   375,201 5,380 SH   SOLE 0 45 0 5,335