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
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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
ADOBE INC COM 00724F101 BBG001S5NCQ5 3,349,906 6,030 SH   SOLE   5,924 0 106
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 702,489 5,419 SH   SOLE   5,340 0 79
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 366,491 1,518 SH   SOLE   1,518 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,684,048 20,225 SH   SOLE   19,931 0 294
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,593,222 23,768 SH   SOLE   22,457 0 1,311
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 885,020 6,852 SH   SOLE   6,776 0 76
APPLE INC COM 037833100 BBG001S5N8V8 4,194,856 19,917 SH   SOLE   19,538 0 378
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,045,809 4,432 SH   SOLE   4,348 0 83
APTIV PLC SHS G6095L109 BBG001TRL2T7 375,550 5,333 SH   SOLE   5,270 0 63
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 492,074 1,404 SH   SOLE   1,377 0 27
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 437,032 427 SH   SOLE   410 0 17
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 2,020,155 50,796 SH   SOLE   49,274 0 1,522
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,264,982 5,568 SH   SOLE   5,454 0 114
BIOGEN INC COM 09062X103 BBG001S67826 1,838,796 7,932 SH   SOLE   7,803 0 129
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 906,309 15,256 SH   SOLE   15,178 0 78
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 370,107 93 SH   SOLE   93 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 865,079 539 SH   SOLE   539 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 2,608,721 3,725 SH   SOLE   3,656 0 69
COCA COLA CO COM 191216100 BBG001S5SMQ8 1,841,201 28,927 SH   SOLE   28,136 0 791
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 439,941 6,037 SH   SOLE   5,920 0 117
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 583,848 5,104 SH   SOLE   5,104 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1,963,870 7,633 SH   SOLE   7,423 0 210
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,633,316 4,275 SH   SOLE   4,197 0 77
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 425,721 1,704 SH   SOLE   1,704 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 438,481 453 SH   SOLE   444 0 9
DEERE & CO COM 244199105 BBG001S5QFF7 1,680,025 4,496 SH   SOLE   4,397 0 99
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 606,588 3,030 SH   SOLE   3,030 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 887,201 8,935 SH   SOLE   8,414 0 522
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 919,872 7,991 SH   SOLE   7,662 0 329
FASTENAL CO COM 311900104 BBG001S5R1F7 311,402 4,955 SH   SOLE   4,955 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 452,159 1,508 SH   SOLE   1,446 0 62
FISERV INC COM 337738108 BBG001S5R6Q4 566,650 3,802 SH   SOLE   3,802 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 834,344 2,597 SH   SOLE   2,573 0 24
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,623,815 4,717 SH   SOLE   4,600 0 118
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 299,769 1,265 SH   SOLE   1,265 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,423,600 3,688 SH   SOLE   3,585 0 102
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 BBG001T06LF6 481,050 24,052 SH   SOLE   19,318 0 4,735
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 8,786,851 18,340 SH   SOLE   17,028 0 1,311
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 392,433 1,856 SH   SOLE   1,779 0 77
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 833,528 18,974 SH   SOLE   18,968 0 6
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 4,260,258 127,058 SH   SOLE   125,084 0 1,974
ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 2,286,167 54,175 SH   SOLE   53,153 0 1,022
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 521,655 5,079 SH   SOLE   5,052 0 27
ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1,488,031 25,829 SH   SOLE   24,162 0 1,667
ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 472,415 9,463 SH   SOLE   8,340 0 1,123
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 16,772,425 230,898 SH   SOLE   217,563 0 13,335
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 8,366,613 123,840 SH   SOLE   118,613 0 5,227
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 4,686,761 80,088 SH   SOLE   74,491 0 5,597
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 4,724,234 44,292 SH   SOLE   42,312 0 1,980
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 22,343,013 188,104 SH   SOLE   181,425 0 6,680
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 248,659 454 SH   SOLE   62 0 392
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 5,616,587 124,206 SH   SOLE   120,905 0 3,301
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 745,639 7,681 SH   SOLE   6,317 0 1,365
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 2,547,973 24,907 SH   SOLE   23,243 0 1,663
ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1,485,174 24,094 SH   SOLE   22,541 0 1,554
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 2,791,117 52,623 SH   SOLE   49,646 0 2,977
ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 797,632 18,746 SH   SOLE   18,489 0 257
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 14,705,022 186,659 SH   SOLE   183,568 0 3,091
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 3,274,610 85,055 SH   SOLE   83,472 0 1,583
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 20,582,427 172,498 SH   SOLE   170,380 0 2,118
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 8,766,214 188,076 SH   SOLE   185,494 0 2,582
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 4,740,348 208,642 SH   SOLE   205,593 0 3,049
ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 1,704,672 25,281 SH   SOLE   24,941 0 340
ISHARES TR ESG MSCI USA ETF 46436E767 BBG00VHK2B74 966,762 20,755 SH   SOLE   20,659 0 95
ISHARES TR ESG SCRD S&P MID 46436E551 BBG00XDJF7W4 1,696,455 42,872 SH   SOLE   41,849 0 1,024
ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 3,474,645 132,671 SH   SOLE   130,746 0 1,924
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 3,384,578 66,247 SH   SOLE   65,149 0 1,098
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 480,689 6,231 SH   SOLE   5,018 0 1,214
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 956,787 8,932 SH   SOLE   7,178 0 1,754
ISHARES TR INVESTMENT GRADE 46435G219 BBG00H4BPM52 2,147,325 48,407 SH   SOLE   47,587 0 820
ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 1,210,119 23,617 SH   SOLE   23,291 0 326
ISHARES TR MBS ETF 464288588 BBG001SSD8B1 5,818,649 63,377 SH   SOLE   62,469 0 908
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 2,052,405 26,202 SH   SOLE   21,122 0 5,080
ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 554,260 7,992 SH   SOLE   7,486 0 505
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 373,244 8,764 SH   SOLE   7,075 0 1,689
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 4,963,301 47,793 SH   SOLE   47,698 0 95
ISHARES TR MSCI LW CRB TG 46434V464 BBG007PGJH85 455,612 2,486 SH   SOLE   2,486 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1,505,612 17,932 SH   SOLE   17,165 0 767
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 2,725,146 15,959 SH   SOLE   14,192 0 1,767
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 28,684,974 269,216 SH   SOLE   265,016 0 4,201
ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 27,003,235 201,592 SH   SOLE   186,484 0 15,108
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 284,046 1,400 SH   SOLE   1,400 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 6,372,331 68,860 SH   SOLE   62,958 0 5,902
ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 1,032,413 5,672 SH   SOLE   5,063 0 609
ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 5,539,351 62,869 SH   SOLE   57,348 0 5,521
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 2,316,107 20,960 SH   SOLE   20,547 0 413
ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 219,044 4,324 SH   SOLE   4,316 0 8
ISHARES TR U.S. BAS MTL ETF 464287838 BBG001SFGY10 751,919 5,370 SH   SOLE   4,556 0 814
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 1,217,069 8,087 SH   SOLE   7,250 0 837
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,838,329 12,578 SH   SOLE   12,269 0 309
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 1,824,464 9,020 SH   SOLE   8,690 0 330
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 765,269 2,562 SH   SOLE   2,541 0 21
MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 412,865 762 SH   SOLE   762 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,025,247 2,324 SH   SOLE   2,306 0 18
MCDONALDS CORP COM 580135101 BBG001S5T110 649,495 2,549 SH   SOLE   2,549 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 608,058 370 SH   SOLE   370 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1,934,578 3,837 SH   SOLE   3,709 0 128
METLIFE INC COM 59156R108 BBG001S5T3R8 581,622 8,286 SH   SOLE   8,213 0 73
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,467,976 16,709 SH   SOLE   15,368 0 1,341
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 486,243 6,867 SH   SOLE   6,867 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 500,554 6,641 SH   SOLE   6,403 0 238
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7,636,520 61,814 SH   SOLE   60,121 0 1,693
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 361,173 342 SH   SOLE   342 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,162,465 3,429 SH   SOLE   3,371 0 58
PAYCHEX INC COM 704326107 BBG001S5V135 390,330 3,292 SH   SOLE   3,292 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 655,975 4,934 SH   SOLE   4,934 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,254,651 7,608 SH   SOLE   7,397 0 211
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 319,916 2,849 SH   SOLE   2,849 0 0
PTC INC COM 69370C100 BBG001S6DNK6 446,363 2,457 SH   SOLE   2,353 0 104
ROSS STORES INC COM 778296103 BBG001S5VRS1 614,056 4,226 SH   SOLE   4,226 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 237,365 2,364 SH   SOLE   2,189 0 175
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,177,297 4,882 SH   SOLE   4,843 0 39
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,163,987 4,527 SH   SOLE   4,501 0 26
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 784,218 20,417 SH   SOLE   17,290 0 3,127
SERVICENOW INC COM 81762P102 BBG001T4JFC0 1,106,058 1,406 SH   SOLE   1,395 0 11
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 278,679 712 SH   SOLE   712 0 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 6,020,303 159,817 SH   SOLE   150,929 0 8,888
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 7,033,955 12,925 SH   SOLE   11,644 0 1,281
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 5,932,432 11,087 SH   SOLE   10,175 0 912
SPDR SER TR BBG CONV SEC ETF 78464A359 BBG001T2PMD1 475,672 6,601 SH   SOLE   5,301 0 1,300
SPDR SER TR NUVEEN BLOOMBERG 78464A284 BBG001V11QG4 1,544,304 60,704 SH   SOLE   59,903 0 801
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 303,048 3,782 SH   SOLE   3,782 0 0
SPDR SER TR SSGA US SMAL ETF 78468R887 BBG0045LCCP2 305,390 2,776 SH   SOLE   2,592 0 184
SYNOPSYS INC COM 871607107 BBG001S5VTR8 880,689 1,480 SH   SOLE   1,465 0 15
TARGET CORP COM 87612E106 BBG001SC0K41 221,421 1,496 SH   SOLE   1,496 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 734,678 3,713 SH   SOLE   3,713 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 648,908 3,683 SH   SOLE   3,683 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3,473,008 6,820 SH   SOLE   6,738 0 81
VANECK ETF TRUST VANECK SHRT MUNI 92189F528 BBG001SSZW79 5,673,681 333,746 SH   SOLE   328,953 0 4,793
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2,509,926 10,367 SH   SOLE   10,276 0 91
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 806,382 3,698 SH   SOLE   3,693 0 5
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 1,252,365 24,992 SH   SOLE   24,992 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 718,846 14,546 SH   SOLE   14,546 0 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 4,301,263 75,105 SH   SOLE   73,916 0 1,189
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 13,087,455 135,453 SH   SOLE   133,539 0 1,914
VISA INC COM CL A 92826C839 BBG001SRCFY3 3,220,954 12,272 SH   SOLE   12,077 0 195
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2,436,711 11,422 SH   SOLE   11,171 0 251
WORKDAY INC CL A 98138H101 BBG001T21KQ7 356,131 1,593 SH   SOLE   1,563 0 30