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
3M CO COM 88579Y101   368,294 2,853 SH   SOLE   2,853 0 0
8X8 INC NEW COM 282914100   42,378 15,872 SH   SOLE   15,872 0 0
ABBOTT LABS COM 002824100   7,166,056 63,355 SH   SOLE   62,079 0 1,276
ABBVIE INC COM 00287Y109   1,264,158 7,114 SH   SOLE   7,114 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,944,886 19,742 SH   SOLE   19,448 0 294
ADOBE INC COM 00724F101   8,263,044 18,582 SH   SOLE   18,170 0 412
ADVANCED MICRO DEVICES INC COM 007903107   2,427,709 20,099 SH   SOLE   19,774 0 325
AFLAC INC COM 001055102   770,731 7,451 SH   SOLE   7,451 0 0
ALPHABET INC CAP STK CL A 02079K305   24,109,352 127,361 SH   SOLE   123,005 0 4,356
ALPHABET INC CAP STK CL C 02079K107   3,467,387 18,207 SH   SOLE   18,207 0 0
AMAZON COM INC COM 023135106   23,066,217 105,138 SH   SOLE   103,036 0 2,102
AMERICAN ELEC PWR CO INC COM 025537101   5,432,372 58,900 SH   SOLE   56,473 0 2,427
AMERICAN EXPRESS CO COM 025816109   621,775 2,095 SH   SOLE   2,095 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,473,049 13,484 SH   SOLE   13,157 0 327
APOLLO GLOBAL MGMT INC COM 03769M106   327,843 1,985 SH   SOLE   1,985 0 0
APPLE INC COM 037833100   35,694,668 142,539 SH   SOLE   140,075 0 2,464
APPLIED MATLS INC COM 038222105   995,133 6,119 SH   SOLE   6,119 0 0
ARISTA NETWORKS INC COM SHS 040413205   1,443,632 13,061 SH   SOLE   13,061 0 0
AUTODESK INC COM 052769106   8,631,235 29,202 SH   SOLE   28,568 0 634
AUTOMATIC DATA PROCESSING IN COM 053015103   660,984 2,258 SH   SOLE   2,258 0 0
BANK MONTREAL QUE COM 063671101   456,329 4,702 SH   SOLE   4,702 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,348,803 7,388 SH   SOLE   7,388 0 0
BILL HOLDINGS INC COM 090043100   1,068,024 12,608 SH   SOLE   12,608 0 0
BLACKROCK INC COM 09290D101   9,377,526 9,148 SH   SOLE   8,964 0 184
BOOKING HOLDINGS INC COM 09857L108   7,209,426 1,451 SH   SOLE   1,421 0 30
BRISTOL-MYERS SQUIBB CO COM 110122108   297,732 5,264 SH   SOLE   4,564 0 700
BROADCOM INC COM 11135F101   730,296 3,150 SH   SOLE   3,150 0 0
BRUKER CORP COM 116794108   235,183 4,012 SH   SOLE   4,012 0 0
CATERPILLAR INC COM 149123101   280,051 772 SH   SOLE   772 0 0
CHENIERE ENERGY INC COM NEW 16411R208   5,035,746 23,436 SH   SOLE   22,823 0 613
CHEVRON CORP NEW COM 166764100   8,821,487 60,905 SH   SOLE   59,272 0 1,633
CISCO SYS INC COM 17275R102   723,424 12,220 SH   SOLE   11,628 0 592
CME GROUP INC COM 12572Q105   8,993,287 38,726 SH   SOLE   37,740 0 986
COCA COLA CO COM 191216100   493,597 7,928 SH   SOLE   7,128 0 800
COSTCO WHSL CORP NEW COM 22160K105   3,370,219 3,678 SH   SOLE   3,678 0 0
DANAHER CORPORATION COM 235851102   5,966,754 25,993 SH   SOLE   25,330 0 663
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   3,816,840 59,872 SH   SOLE   59,872 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   481,570 8,652 SH   SOLE   8,652 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   462,122 13,360 SH   SOLE   13,360 0 0
DISNEY WALT CO COM 254687106   7,149,582 64,208 SH   SOLE   62,976 0 1,232
DOORDASH INC CL A 25809K105   8,758,563 52,212 SH   SOLE   52,212 0 0
DOXIMITY INC CL A 26622P107   3,364,264 63,013 SH   SOLE   63,013 0 0
EATON CORP PLC SHS G29183103   5,556,966 16,744 SH   SOLE   16,396 0 348
ECOLAB INC COM 278865100   7,849,461 33,499 SH   SOLE   32,907 0 592
ELI LILLY & CO COM 532457108   6,614,744 8,568 SH   SOLE   8,399 0 169
EXPENSIFY INC COM CL A 30219Q106   91,083 27,189 SH   SOLE   27,189 0 0
EXXON MOBIL CORP COM 30231G102   1,818,039 16,901 SH   SOLE   16,588 0 313
FAIR ISAAC CORP COM 303250104   304,612 153 SH   SOLE   153 0 0
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109   261,364 2,506 SH   SOLE   2,506 0 0
GE AEROSPACE COM NEW 369604301   308,895 1,852 SH   SOLE   1,852 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   206,716 361 SH   SOLE   361 0 0
HERCULES CAPITAL INC COM 427096508   550,808 27,417 SH   SOLE   27,417 0 0
HOME DEPOT INC COM 437076102   2,492,453 6,408 SH   SOLE   6,408 0 0
HONEYWELL INTL INC COM 438516106   8,026,808 35,534 SH   SOLE   34,915 0 619
INTERNATIONAL BUSINESS MACHS COM 459200101   704,995 3,207 SH   SOLE   3,207 0 0
INTUIT COM 461202103   4,817,453 7,665 SH   SOLE   7,504 0 161
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   530,187 40,815 SH   SOLE   40,815 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   72,599,709 414,311 SH   SOLE   384,835 0 29,476
INVESCO QQQ TR UNIT SER 1 46090E103   3,548,385 6,941 SH   SOLE   6,941 0 0
ISHARES GOLD TR ISHARES NEW 464285204   393,852 7,955 SH   SOLE   7,955 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   3,746,335 112,199 SH   SOLE   109,647 0 2,552
ISHARES INC CORE MSCI EMKT 46434G103   920,175 17,621 SH   SOLE   17,621 0 0
ISHARES TR MSCI EAFE ETF 464287465   206,388,268 2,729,642 SH   SOLE   2,509,139 0 220,504
ISHARES TR RUSSELL 2000 ETF 464287655   140,072,755 633,928 SH   SOLE   584,136 0 49,792
ISHARES TR CORE S&P MCP ETF 464287507   137,053,141 2,199,537 SH   SOLE   2,023,143 0 176,394
ISHARES TR CORE US AGGBD ET 464287226   63,984,868 660,319 SH   SOLE   556,099 0 104,220
ISHARES TR CORE S&P500 ETF 464287200   59,544,815 101,150 SH   SOLE   54,008 0 47,142
ISHARES TR US TREAS BD ETF 46429B267   35,820,613 1,558,773 SH   SOLE   1,520,078 0 38,695
ISHARES TR ESG AWR MSCI USA 46435G425   21,727,812 168,668 SH   SOLE   167,122 0 1,546
ISHARES TR ULTRA SHORT-TERM 46434V878   15,324,776 303,882 SH   SOLE   287,618 0 16,264
ISHARES TR U.S. REAL ES ETF 464287739   14,264,994 153,288 SH   SOLE   148,102 0 5,186
ISHARES TR NATIONAL MUN ETF 464288414   13,711,600 128,687 SH   SOLE   122,425 0 6,262
ISHARES TR ESG AWARE MSCI 46435U663   12,853,764 305,678 SH   SOLE   300,000 0 5,678
ISHARES TR ESG AW MSCI EAFE 46435G516   8,920,278 117,156 SH   SOLE   116,344 0 812
ISHARES TR MSCI ACWI EX US 464288240   6,007,424 115,173 SH   SOLE   115,173 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   5,829,529 139,396 SH   SOLE   137,837 0 1,559
ISHARES TR ESG AWR US AGRGT 46435U549   4,737,762 102,019 SH   SOLE   87,416 0 14,603
ISHARES TR MSCI ACWI ETF 464288257   4,650,298 39,577 SH   SOLE   39,577 0 0
ISHARES TR RUS 1000 ETF 464287622   3,460,729 10,742 SH   SOLE   10,742 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   3,319,345 9,931 SH   SOLE   9,931 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   2,510,877 8,724 SH   SOLE   8,724 0 0
ISHARES TR CORE S&P TTL STK 464287150   2,144,353 16,672 SH   SOLE   16,672 0 0
ISHARES TR CORE S&P US GWT 464287671   1,450,494 10,409 SH   SOLE   10,409 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   1,376,616 3,428 SH   SOLE   3,428 0 0
ISHARES TR S&P 100 ETF 464287101   1,098,208 3,802 SH   SOLE   3,802 0 0
ISHARES TR CORE S&P US VLU 464287663   889,142 9,603 SH   SOLE   9,603 0 0
ISHARES TR CORE MSCI EAFE 46432F842   736,611 10,481 SH   SOLE   10,481 0 0
ISHARES TR SP SMCP600VL ETF 464287879   615,819 5,670 SH   SOLE   5,670 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   517,438 2,795 SH   SOLE   2,795 0 0
ISHARES TR MSCI USA ESG SLC 464288802   369,435 3,038 SH   SOLE   3,038 0 0
ISHARES TR CORE S&P SCP ETF 464287804   345,091 2,995 SH   SOLE   2,995 0 0
ISHARES TR EAFE SML CP ETF 464288273   341,607 5,623 SH   SOLE   5,623 0 0
ISHARES TR JPMORGAN USD EMG 464288281   307,989 3,459 SH   SOLE   3,459 0 0
ISHARES TR INTRM GOV CR ETF 464288612   307,374 2,949 SH   SOLE   2,949 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   217,243 4,202 SH   SOLE   4,202 0 0
ISHARES TR SELECT DIVID ETF 464287168   216,235 1,647 SH   SOLE   1,647 0 0
ISHARES TR US REGNL BKS ETF 464288778   205,972 4,090 SH   SOLE   4,090 0 0
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853   1,312,374 51,852 SH   SOLE   48,488 0 3,364
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   11,622,626 230,745 SH   SOLE   230,745 0 0
JACOBS SOLUTIONS INC COM 46982L108   272,852 2,042 SH   SOLE   2,042 0 0
JOHNSON & JOHNSON COM 478160104   7,548,169 52,193 SH   SOLE   51,496 0 697
JPMORGAN CHASE & CO. COM 46625H100   20,537,399 85,676 SH   SOLE   83,931 0 1,745
KKR & CO INC COM 48251W104   352,174 2,381 SH   SOLE   2,381 0 0
LINDE PLC SHS G54950103   343,728 821 SH   SOLE   821 0 0
LOWES COS INC COM 548661107   717,694 2,908 SH   SOLE   2,908 0 0
MAPLEBEAR INC COM 565394103   288,490 6,965 SH   SOLE   6,965 0 0
MARTIN MARIETTA MATLS INC COM 573284106   285,108 552 SH   SOLE   552 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,409,019 2,676 SH   SOLE   2,676 0 0
MCDONALDS CORP COM 580135101   596,884 2,059 SH   SOLE   2,059 0 0
MERCK & CO INC COM 58933Y105   381,506 3,835 SH   SOLE   3,835 0 0
META PLATFORMS INC CL A 30303M102   20,641,472 35,254 SH   SOLE   34,841 0 413
MICROSOFT CORP COM 594918104   27,380,670 64,960 SH   SOLE   63,073 0 1,887
MONDELEZ INTL INC CL A 609207105   5,596,432 93,695 SH   SOLE   90,747 0 2,948
NETFLIX INC COM 64110L106   1,022,344 1,147 SH   SOLE   1,147 0 0
NEW YORK TIMES CO CL A 650111107   229,905 4,417 SH   SOLE   4,417 0 0
NEWMONT CORP COM 651639106   3,044,669 81,802 SH   SOLE   79,841 0 1,961
NU HLDGS LTD ORD SHS CL A G6683N103   661,838 63,884 SH   SOLE   63,884 0 0
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   386,211 12,848 SH   SOLE   12,848 0 0
NVIDIA CORPORATION COM 67066G104   35,858,928 267,026 SH   SOLE   261,345 0 5,681
ORACLE CORP COM 68389X105   780,146 4,682 SH   SOLE   4,682 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   715,687 9,463 SH   SOLE   9,463 0 0
PALO ALTO NETWORKS INC COM 697435105   7,771,330 42,709 SH   SOLE   41,759 0 950
PARKER-HANNIFIN CORP COM 701094104   10,219,412 16,068 SH   SOLE   15,753 0 315
PEPSICO INC COM 713448108   447,513 2,943 SH   SOLE   2,943 0 0
PGIM ETF TR PGIM ULTRA SH BD 69344A107   11,487,523 231,837 SH   SOLE   231,837 0 0
PHILIP MORRIS INTL INC COM 718172109   214,223 1,780 SH   SOLE   1,080 0 700
PIMCO ETF TR ACTIVE BD ETF 72201R775   47,691,385 527,443 SH   SOLE   437,144 0 90,299
PIMCO ETF TR INTER MUN BD ACT 72201R866   7,870,047 152,137 SH   SOLE   144,746 0 7,391
PROCTER AND GAMBLE CO COM 742718109   8,723,796 52,036 SH   SOLE   50,714 0 1,322
PROGRESSIVE CORP COM 743315103   1,902,983 7,942 SH   SOLE   7,942 0 0
PROLOGIS INC. COM 74340W103   4,153,081 39,291 SH   SOLE   38,472 0 819
RTX CORPORATION COM 75513E101   366,254 3,165 SH   SOLE   3,111 0 54
S&P GLOBAL INC COM 78409V104   340,653 684 SH   SOLE   684 0 0
SALESFORCE INC COM 79466L302   13,040,166 39,004 SH   SOLE   38,216 0 788
SCHWAB CHARLES CORP COM 808513105   425,409 5,748 SH   SOLE   5,748 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   3,845,122 165,881 SH   SOLE   165,881 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,239,647 121,062 SH   SOLE   121,062 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   816,895 29,901 SH   SOLE   29,901 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   637,575 23,942 SH   SOLE   23,942 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   620,068 18,062 SH   SOLE   18,062 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   600,692 25,367 SH   SOLE   25,367 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763   224,489 7,559 SH   SOLE   7,559 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,034,937 14,792 SH   SOLE   14,792 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,486,667 6,394 SH   SOLE   6,394 0 0
SHOPIFY INC CL A 82509L107   522,506 4,914 SH   SOLE   4,914 0 0
SPDR GOLD TR GOLD SHS 78463V107   819,852 3,386 SH   SOLE   3,117 0 269
SPDR S&P 500 ETF TR TR UNIT 78462F103   218,027,946 372,011 SH   SOLE   359,884 0 12,127
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   6,961,112 12,221 SH   SOLE   12,072 0 149
SPDR SER TR PORTFOLIO S&P500 78464A854   114,694,170 1,663,681 SH   SOLE   1,632,169 0 31,512
SPDR SER TR PORTFOLIO S&P600 78468R853   490,751 10,925 SH   SOLE   10,925 0 0
STARBUCKS CORP COM 855244109   206,581 2,264 SH   SOLE   2,264 0 0
STRYKER CORPORATION COM 863667101   8,473,385 23,534 SH   SOLE   22,967 0 567
SYNOPSYS INC COM 871607107   243,651 502 SH   SOLE   502 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   340,078 1,722 SH   SOLE   1,722 0 0
TARGET CORP COM 87612E106   228,049 1,687 SH   SOLE   1,687 0 0
TESLA INC COM 88160R101   8,083,871 20,018 SH   SOLE   19,633 0 385
TEXAS INSTRS INC COM 882508104   272,265 1,452 SH   SOLE   1,452 0 0
TJX COS INC NEW COM 872540109   10,805,358 89,441 SH   SOLE   87,596 0 1,845
UBER TECHNOLOGIES INC COM 90353T100   814,049 13,496 SH   SOLE   13,496 0 0
UNION PAC CORP COM 907818108   559,154 2,452 SH   SOLE   2,452 0 0
UNITED PARCEL SERVICE INC CL B 911312106   4,085,099 32,396 SH   SOLE   31,675 0 721
UNITEDHEALTH GROUP INC COM 91324P102   1,374,584 2,717 SH   SOLE   2,717 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   439,214 6,108 SH   SOLE   6,108 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   284,422 3,806 SH   SOLE   3,806 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   262,374,365 486,952 SH   SOLE   424,504 0 62,448
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   74,492,684 836,245 SH   SOLE   820,058 0 16,187
VANGUARD INDEX FDS SMALL CP ETF 922908751   9,018,266 37,532 SH   SOLE   37,532 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   7,222,044 24,920 SH   SOLE   24,920 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   2,140,879 7,938 SH   SOLE   7,938 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   1,632,864 6,435 SH   SOLE   6,435 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   1,186,472 4,492 SH   SOLE   4,492 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   514,190 1,836 SH   SOLE   1,836 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   140,926,423 3,199,964 SH   SOLE   2,952,787 0 247,177
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,381,162 24,058 SH   SOLE   24,058 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   3,575,171 71,318 SH   SOLE   68,639 0 2,679
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   21,923,591 396,090 SH   SOLE   336,633 0 59,458
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   12,464,842 214,246 SH   SOLE   179,303 0 34,943
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   3,399,160 58,606 SH   SOLE   57,622 0 984
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,585,385 8,096 SH   SOLE   8,096 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   15,771,891 329,818 SH   SOLE   302,496 0 27,322
VANGUARD WORLD FD INF TECH ETF 92204A702   249,342 401 SH   SOLE   401 0 0
VEEVA SYS INC CL A COM 922475108   10,264,405 48,820 SH   SOLE   48,820 0 0
VISA INC COM CL A 92826C839   16,199,479 51,258 SH   SOLE   50,210 0 1,047
WASTE MGMT INC DEL COM 94106L109   6,539,551 32,408 SH   SOLE   31,725 0 683
WELLS FARGO CO NEW COM 949746101   435,558 6,201 SH   SOLE   6,201 0 0
WYNN RESORTS LTD COM 983134107   2,253,052 26,150 SH   SOLE   25,229 0 920
ZOETIS INC CL A 98978V103   2,943,387 18,065 SH   SOLE   17,611 0 454
ZOOM COMMUNICATIONS INC CL A 98980L101   10,087,812 123,610 SH   SOLE   123,610 0 0