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   316,128 2,872 SH   SOLE 0 126 0 2,746
ABBVIE INC COM 00287Y109   454,643 2,934 SH   SOLE 0 218 0 2,716
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   437,417 1,247 SH   SOLE 0 106 0 1,141
ADOBE INC COM 00724F101   388,822 652 SH   SOLE 0 49 0 603
ADVANCED MICRO DEVICES INC COM 007903107   1,252,202 8,495 SH   SOLE 0 103 0 8,392
AEGON LTD AMER REG 1 CERT 0076CA104   87,218 15,142 SH   SOLE 0 373 0 14,769
AFLAC INC COM 001055102   450,698 5,463 SH   SOLE 0 98 0 5,365
AIRBNB INC COM CL A 009066101   3,933,526 28,893 SH   SOLE 0 16 0 28,877
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,276,503 42,272 SH   SOLE 0 401 0 41,871
ALPHABET INC CAP STK CL C 02079K107   6,879,131 48,812 SH   SOLE 0 1,546 0 47,266
ALPHABET INC CAP STK CL A 02079K305   3,800,489 27,207 SH   SOLE 0 1,644 0 25,563
AMAZON COM INC COM 023135106   3,536,155 23,273 SH   SOLE 0 1,090 0 22,183
AMERICAN CENTY ETF TR US EQT ETF 025072885   101,497,214 1,244,601 SH   SOLE 0 8,484 0 1,236,117
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   55,174,797 913,037 SH   SOLE 0 3,712 0 909,325
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   42,511,432 753,882 SH   SOLE 0 2,654 0 751,228
AMERICAN EXPRESS CO COM 025816109   790,387 4,219 SH   SOLE 0 69 0 4,150
AMGEN INC COM 031162100   221,709 770 SH   SOLE 0 80 0 690
APPLE INC COM 037833100   19,186,274 99,653 SH   SOLE 0 1,645 0 98,008
APPLIED MATLS INC COM 038222105   514,274 3,173 SH   SOLE 0 101 0 3,072
ASML HOLDING N V N Y REGISTRY SHS N07059210   249,027 329 SH   SOLE 0 86 0 243
BANCO SANTANDER S.A. ADR 05964H105   227,708 55,002 SH   SOLE 0 9,886 0 45,116
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,420,280 6,786 SH   SOLE 0 156 0 6,630
BOEING CO COM 097023105   673,426 2,584 SH   SOLE 0 43 0 2,541
BROADCOM INC COM 11135F101   314,827 282 SH   SOLE 0 60 0 222
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   357,182 1,736 SH   SOLE 0 25 0 1,711
BUILDERS FIRSTSOURCE INC COM 12008R107   410,505 2,459 SH   SOLE 0 49 0 2,410
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   34,425,797 3,022,458 SH   SOLE 0 168,750 0 2,853,708
CERIDIAN HCM HLDG INC COM 15677J108   5,601,835 83,460 SH   SOLE 0 26 0 83,434
CHEVRON CORP NEW COM 166764100   673,571 4,516 SH   SOLE 0 178 0 4,338
CISCO SYS INC COM 17275R102   427,118 8,454 SH   SOLE 0 420 0 8,034
COCA COLA CO COM 191216100   390,322 6,623 SH   SOLE 0 372 0 6,251
COSTCO WHSL CORP NEW COM 22160K105   301,441 457 SH   SOLE 0 44 0 413
CROWDSTRIKE HLDGS INC CL A 22788C105   2,637,014 10,328 SH   SOLE 0 7 0 10,321
DANAHER CORPORATION COM 235851102   348,853 1,508 SH   SOLE 0 560 0 948
DATADOG INC CL A COM 23804L103   32,964,240 271,579 SH   SOLE 0 1 0 271,578
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   7,642,784 266,857 SH   SOLE 0 0 0 266,857
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   2,200,399 91,265 SH   SOLE 0 0 0 91,265
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   14,585,688 281,414 SH   SOLE 0 0 0 281,414
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   54,068,786 1,849,770 SH   SOLE 0 0 0 1,849,770
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   39,203,949 657,564 SH   SOLE 0 1,999 0 655,565
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   16,117,643 308,000 SH   SOLE 0 0 0 308,000
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   2,528,280 73,582 SH   SOLE 0 0 0 73,582
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   191,813,673 6,704,428 SH   SOLE 0 17,778 0 6,686,650
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   3,851,428 169,368 SH   SOLE 0 0 0 169,368
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   149,055,920 5,808,882 SH   SOLE 0 9,613 0 5,799,269
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724   2,559,516 68,767 SH   SOLE 0 0 0 68,767
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690   12,138,120 378,936 SH   SOLE 0 0 0 378,936
DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682   4,221,707 133,493 SH   SOLE 0 0 0 133,493
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716   12,213,080 392,325 SH   SOLE 0 0 0 392,325
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   679,481 26,154 SH   SOLE 0 0 0 26,154
DOORDASH INC CL A 25809K105   29,000,580 293,261 SH   SOLE 0 14 0 293,247
DYNATRACE INC COM NEW 268150109   10,368,896 189,594 SH   SOLE 0 40 0 189,554
ELEVANCE HEALTH INC COM 036752103   279,890 594 SH   SOLE 0 31 0 563
ELI LILLY & CO COM 532457108   486,158 834 SH   SOLE 0 154 0 680
ENEL CHILE S.A. SPONSORED ADR 29278D105   56,016 17,289 SH   SOLE 0 149 0 17,140
EXXON MOBIL CORP COM 30231G102   308,906 3,090 SH   SOLE 0 461 0 2,629
FISERV INC COM 337738108   327,318 2,464 SH   SOLE 0 2,165 0 299
GLOBAL X FDS NASDAQ 100 COVER 37954Y483   409,796 23,633 SH   SOLE 0 0 0 23,633
GRAINGER W W INC COM 384802104   291,699 352 SH   SOLE 0 29 0 323
HEALTH CATALYST INC COM 42225T107   115,537 12,477 SH   SOLE 0 0 0 12,477
HOME DEPOT INC COM 437076102   798,378 2,304 SH   SOLE 0 122 0 2,182
INTEL CORP COM 458140100   616,991 12,278 SH   SOLE 0 462 0 11,816
INTUIT COM 461202103   1,964,451 3,143 SH   SOLE 0 60 0 3,083
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   2,418,798 38,602 SH   SOLE 0 0 0 38,602
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613   200,640 5,700 SH   SOLE 0 0 0 5,700
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   227,232 1,440 SH   SOLE 0 0 0 1,440
INVESCO QQQ TR UNIT SER 1 46090E103   1,472,724 3,596 SH   SOLE 0 0 0 3,596
ISHARES TR RUS MID CAP ETF 464287499   458,710 5,901 SH   SOLE 0 0 0 5,901
ISHARES TR RUS MD CP GR ETF 464287481   417,840 4,000 SH   SOLE 0 0 0 4,000
ISHARES TR CORE S&P MCP ETF 464287507   242,229 874 SH   SOLE 0 0 0 874
ISHARES TR CORE S&P SCP ETF 464287804   469,480 4,337 SH   SOLE 0 0 0 4,337
ISHARES TR CORE S&P500 ETF 464287200   982,485 2,057 SH   SOLE 0 0 0 2,057
ISHARES TR RUS 1000 ETF 464287622   1,308,849 4,991 SH   SOLE 0 0 0 4,991
ISHARES TR RUS 1000 VAL ETF 464287598   1,552,359 9,394 SH   SOLE 0 0 0 9,394
ISHARES TR RUS 1000 GRW ETF 464287614   945,890 3,120 SH   SOLE 0 0 0 3,120
ISHARES TR RUSSELL 2000 ETF 464287655   3,100,148 15,446 SH   SOLE 0 0 0 15,446
ISHARES TR CORE S&P US GWT 464287671   249,111 2,393 SH   SOLE 0 0 0 2,393
ISHARES TR MSCI EMG MKT ETF 464287234   352,521 8,767 SH   SOLE 0 0 0 8,767
ISHARES TR CORE S&P TTL STK 464287150   511,418 4,860 SH   SOLE 0 0 0 4,860
ISHARES TR NATIONAL MUN ETF 464288414   474,836 4,380 SH   SOLE 0 0 0 4,380
ISHARES TR EAFE SML CP ETF 464288273   967,002 15,622 SH   SOLE 0 0 0 15,622
ISHARES TR CORE US AGGBD ET 464287226   218,350 2,200 SH   SOLE 0 0 0 2,200
ISHARES TR SELECT DIVID ETF 464287168   1,480,489 12,630 SH   SOLE 0 0 0 12,630
ISHARES TR CALIF MUN BD ETF 464288356   496,662 8,572 SH   SOLE 0 0 0 8,572
ISHARES TR MSCI INTL QUALTY 46434V456   7,505,164 199,818 SH   SOLE 0 0 0 199,818
ISHARES TR MSCI USA QLT FCT 46432F339   3,776,790 25,668 SH   SOLE 0 0 0 25,668
ISHARES TR CORE MSCI EAFE 46432F842   810,754 11,525 SH   SOLE 0 0 0 11,525
ISHARES TR ESG AW MSCI EAFE 46435G516   372,790 4,935 SH   SOLE 0 0 0 4,935
JOHNSON & JOHNSON COM 478160104   1,324,451 8,450 SH   SOLE 0 211 0 8,239
JPMORGAN CHASE & CO COM 46625H100   2,843,556 16,717 SH   SOLE 0 361 0 16,356
KLA CORP COM NEW 482480100   226,393 389 SH   SOLE 0 23 0 366
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   3,319,170 158,131 SH   SOLE 0 0 0 158,131
LYELL IMMUNOPHARMA INC COM 55083R104   40,486 20,869 SH   SOLE 0 0 0 20,869
LYFT INC CL A COM 55087P104   2,303,498 153,669 SH   SOLE 0 0 0 153,669
MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695   13,301,075 1,335,449 SH   SOLE 0 0 0 1,335,449
MARSH & MCLENNAN COS INC COM 571748102   244,785 1,292 SH   SOLE 0 47 0 1,245
MASTERCARD INCORPORATED CL A 57636Q104   772,554 1,811 SH   SOLE 0 154 0 1,657
MCDONALDS CORP COM 580135101   252,341 851 SH   SOLE 0 56 0 795
MCKESSON CORP COM 58155Q103   454,619 982 SH   SOLE 0 17 0 965
MERCK & CO INC COM 58933Y105   647,567 5,940 SH   SOLE 0 1,699 0 4,241
META PLATFORMS INC CL A 30303M102   6,726,935 19,005 SH   SOLE 0 325 0 18,680
MICROSOFT CORP COM 594918104   7,721,081 20,533 SH   SOLE 0 1,885 0 18,648
MONGODB INC CL A 60937P106   2,989,250 7,311 SH   SOLE 0 3 0 7,308
MSA SAFETY INC COM 553498106   341,881 2,025 SH   SOLE 0 0 0 2,025
NEKTAR THERAPEUTICS COM 640268108   29,098 51,500 SH   SOLE 0 0 0 51,500
NERDWALLET INC COM CL A 64082B102   221,330 15,036 SH   SOLE 0 0 0 15,036
NETFLIX INC COM 64110L106   623,469 1,281 SH   SOLE 0 35 0 1,246
NIKE INC CL B 654106103   825,426 7,603 SH   SOLE 0 118 0 7,485
NOVO-NORDISK A S ADR 670100205   381,845 3,691 SH   SOLE 0 1,051 0 2,640
NU HLDGS LTD ORD SHS CL A G6683N103   42,884,614 5,148,213 SH   SOLE 0 0 0 5,148,213
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   347,599 8,890 SH   SOLE 0 0 0 8,890
NVIDIA CORPORATION COM 67066G104   11,482,778 23,187 SH   SOLE 0 292 0 22,895
OREILLY AUTOMOTIVE INC COM 67103H107   459,734 484 SH   SOLE 0 383 0 101
PALANTIR TECHNOLOGIES INC CL A 69608A108   252,112 14,683 SH   SOLE 0 81 0 14,602
PALO ALTO NETWORKS INC COM 697435105   237,948 807 SH   SOLE 0 18 0 789
PARAMOUNT GROUP INC COM 69924R108   58,194 11,256 SH   SOLE 0 4,242 0 7,014
PAYCHEX INC COM 704326107   262,639 2,205 SH   SOLE 0 2,140 0 65
PEPSICO INC COM 713448108   495,687 2,919 SH   SOLE 0 678 0 2,241
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   71,640 10,076 SH   SOLE 0 0 0 10,076
PINTEREST INC CL A 72352L106   436,924 11,796 SH   SOLE 0 46 0 11,750
PROCORE TECHNOLOGIES INC COM 74275K108   16,360,147 236,350 SH   SOLE 0 3 0 236,347
PROCTER AND GAMBLE CO COM 742718109   720,698 4,918 SH   SOLE 0 1,093 0 3,825
PROLOGIS INC. COM 74340W103   266,297 1,998 SH   SOLE 0 135 0 1,863
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   210,234 3,438 SH   SOLE 0 56 0 3,382
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   4,345,426 2,172,713 SH   SOLE 0 0 0 2,172,713
ROBLOX CORP CL A 771049103   2,766,700 60,514 SH   SOLE 0 14 0 60,500
ROCKWELL AUTOMATION INC COM 773903109   387,727 1,249 SH   SOLE 0 15 0 1,234
RTX CORPORATION COM 75513E101   494,460 5,877 SH   SOLE 0 122 0 5,755
S&P GLOBAL INC COM 78409V104   273,275 620 SH   SOLE 0 24 0 596
SALESFORCE INC COM 79466L302   1,175,345 4,467 SH   SOLE 0 57 0 4,410
SAMSARA INC COM CL A 79589L106   511,048 15,310 SH   SOLE 0 12 0 15,298
SCHWAB CHARLES CORP COM 808513105   200,752 2,918 SH   SOLE 0 109 0 2,809
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 808515530   133,655 133,655 SH   SOLE 0 0 0 133,655
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   257,839 6,976 SH   SOLE 0 0 0 6,976
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,277,280 22,647 SH   SOLE 0 0 0 22,647
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   231,004 4,890 SH   SOLE 0 0 0 4,890
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   591,863 7,134 SH   SOLE 0 0 0 7,134
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763   331,067 5,981 SH   SOLE 0 0 0 5,981
SERVICENOW INC COM 81762P102   2,442,477 3,457 SH   SOLE 0 9 0 3,448
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   76,655 14,117 SH   SOLE 0 253 0 13,864
SKILLZ INC COM CL A 83067L208   116,775 18,714 SH   SOLE 0 0 0 18,714
SNAP INC CL A 83304A106   911,257 53,825 SH   SOLE 0 39 0 53,786
SNOWFLAKE INC CL A 833445109   46,207,386 232,198 SH   SOLE 0 7 0 232,191
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,310,822 13,277 SH   SOLE 0 0 0 13,277
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   879,797 1,734 SH   SOLE 0 0 0 1,734
SPDR SER TR PORTFOLIO S&P600 78468R853   303,021 7,184 SH   SOLE 0 0 0 7,184
SPDR SER TR BLOOMBERG INVT 78468R200   327,894 10,719 SH   SOLE 0 0 0 10,719
SPDR SER TR S&P DIVID ETF 78464A763   859,169 6,875 SH   SOLE 0 0 0 6,875
SPOTIFY TECHNOLOGY S A SHS L8681T102   566,549 3,015 SH   SOLE 0 11 0 3,004
STARBUCKS CORP COM 855244109   232,601 2,423 SH   SOLE 0 424 0 1,999
STELLANTIS N.V SHS N82405106   241,898 10,373 SH   SOLE 0 1,488 0 8,885
STRYKER CORPORATION COM 863667101   229,665 767 SH   SOLE 0 519 0 248
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   346,632 3,333 SH   SOLE 0 1,904 0 1,429
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   263,475 1,637 SH   SOLE 0 22 0 1,615
TARGET CORP COM 87612E106   269,305 1,891 SH   SOLE 0 66 0 1,825
TESLA INC COM 88160R101   3,931,798 15,823 SH   SOLE 0 238 0 15,585
TEXAS INSTRS INC COM 882508104   572,694 3,360 SH   SOLE 0 153 0 3,207
THE CIGNA GROUP COM 125523100   252,948 845 SH   SOLE 0 32 0 813
TJX COS INC NEW COM 872540109   294,745 3,142 SH   SOLE 0 141 0 3,001
TWILIO INC CL A 90138F102   3,307,401 43,593 SH   SOLE 0 5 0 43,588
UBER TECHNOLOGIES INC COM 90353T100   11,828,221 192,110 SH   SOLE 0 74 0 192,036
UIPATH INC CL A 90364P105   369,495 14,875 SH   SOLE 0 21 0 14,854
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   93,559 11,059 SH   SOLE 0 890 0 10,169
UNITEDHEALTH GROUP INC COM 91324P102   668,857 1,270 SH   SOLE 0 125 0 1,145
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,546,410 20,078 SH   SOLE 0 0 0 20,078
VANGUARD BD INDEX FDS INTERMED TERM 921937819   2,271,936 29,745 SH   SOLE 0 0 0 29,745
VANGUARD INDEX FDS LARGE CAP ETF 922908637   4,838,349 22,179 SH   SOLE 0 0 0 22,179
VANGUARD INDEX FDS MID CAP ETF 922908629   1,937,426 8,328 SH   SOLE 0 0 0 8,328
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,909,052 32,923 SH   SOLE 0 0 0 32,923
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,219,181 5,715 SH   SOLE 0 0 0 5,715
VANGUARD INDEX FDS GROWTH ETF 922908736   341,346 1,098 SH   SOLE 0 0 0 1,098
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   11,395,238 26,088 SH   SOLE 0 0 0 26,088
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,724,330 7,269 SH   SOLE 0 0 0 7,269
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   763,895 4,646 SH   SOLE 0 0 0 4,646
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   659,364 16,043 SH   SOLE 0 0 0 16,043
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   2,425,254 23,574 SH   SOLE 0 0 0 23,574
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   3,387,101 41,765 SH   SOLE 0 0 0 41,765
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   343,697 2,017 SH   SOLE 0 0 0 2,017
VANGUARD STAR FDS VG TL INTL STK F 921909768   3,255,207 56,163 SH   SOLE 0 0 0 56,163
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,057,723 22,082 SH   SOLE 0 0 0 22,082
VANGUARD WORLD FD MEGA GRWTH IND 921910816   535,110 2,062 SH   SOLE 0 0 0 2,062
VANGUARD WORLD FDS INF TECH ETF 92204A702   463,237 957 SH   SOLE 0 0 0 957
VERTEX PHARMACEUTICALS INC COM 92532F100   517,548 1,272 SH   SOLE 0 898 0 374
VISA INC COM CL A 92826C839   904,274 3,473 SH   SOLE 0 1,453 0 2,020
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   102,025 11,727 SH   SOLE 0 489 0 11,238
WALMART INC COM 931142103   259,710 1,647 SH   SOLE 0 149 0 1,498
WEAVE COMMUNICATIONS INC COM 94724R108   1,124,634 98,050 SH   SOLE 0 0 0 98,050
WELLS FARGO CO NEW COM 949746101   1,124,806 22,853 SH   SOLE 0 270 0 22,583
WESCO INTL INC COM 95082P105   206,569 1,188 SH   SOLE 0 0 0 1,188
WORKDAY INC CL A 98138H101   515,448 1,867 SH   SOLE 0 10 0 1,857
WORLD GOLD TR SPDR GLD MINIS 98149E303   490,920 12,000 SH   SOLE 0 0 0 12,000
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   517,752 7,200 SH   SOLE 0 6 0 7,194