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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
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   248,693,034 517,356 SH   SOLE   454,062 0 63,294
ISHARES TR MSCI EAFE ETF 464287465   216,218,720 2,707,472 SH   SOLE   2,495,599 0 211,873
SPDR S&P 500 ETF TR TR UNIT 78462F103   211,085,229 403,551 SH   SOLE   385,437 0 18,114
ISHARES TR CORE S&P MCP ETF 464287507   130,538,117 2,149,129 SH   SOLE   1,959,099 0 190,031
ISHARES TR RUSSELL 2000 ETF 464287655   129,757,325 617,011 SH   SOLE   565,345 0 51,665
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   123,915,919 2,966,625 SH   SOLE   2,719,112 0 247,513
SPDR SER TR PORTFOLIO S&P500 78464A854   95,809,048 1,557,111 SH   SOLE   1,532,743 0 24,369
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   67,237,032 777,486 SH   SOLE   757,489 0 19,998
ISHARES TR CORE US AGGBD ET 464287226   61,708,315 630,062 SH   SOLE   541,862 0 88,200
ISHARES TR CORE S&P500 ETF 464287200   53,952,266 102,624 SH   SOLE   54,364 0 48,260
PIMCO ETF TR ACTIVE BD ETF 72201R775   36,724,103 399,783 SH   SOLE   324,593 0 75,190
ISHARES TR US TREAS BD ETF 46429B267   28,685,525 1,259,795 SH   SOLE   1,244,781 0 15,014
MICROSOFT CORP COM 594918104   27,210,195 64,675 SH   SOLE   62,417 0 2,258
NVIDIA CORPORATION COM 67066G104   25,518,143 28,242 SH   SOLE   27,564 0 678
APPLE INC COM 037833100   24,791,283 144,572 SH   SOLE   141,204 0 3,368
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   23,189,423 391,449 SH   SOLE   332,026 0 59,423
ALPHABET INC CAP STK CL A 02079K305   22,971,132 152,197 SH   SOLE   146,931 0 5,266
AMAZON COM INC COM 023135106   19,142,434 106,123 SH   SOLE   103,327 0 2,796
ISHARES TR ESG AWR MSCI USA 46435G425   18,089,876 157,358 SH   SOLE   155,812 0 1,546
JPMORGAN CHASE & CO COM 46625H100   17,614,966 87,943 SH   SOLE   85,704 0 2,239
VISA INC COM CL A 92826C839   16,729,483 59,945 SH   SOLE   58,269 0 1,676
ISHARES TR NATIONAL MUN ETF 464288414   16,493,896 153,289 SH   SOLE   147,027 0 6,262
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   16,378,065 326,451 SH   SOLE   282,888 0 43,563
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   15,052,294 259,209 SH   SOLE   227,180 0 32,030
ISHARES TR MSCI EMG MKT ETF 464287234   14,293,240 347,937 SH   SOLE   346,548 0 1,389
ISHARES TR U.S. REAL ES ETF 464287739   14,135,358 157,234 SH   SOLE   151,443 0 5,791
ISHARES TR BLACKROCK ULTRA 46434V878   13,688,311 270,734 SH   SOLE   237,886 0 32,848
WASTE MGMT INC DEL COM 94106L109   12,090,061 56,721 SH   SOLE   55,225 0 1,496
ISHARES TR ESG AWARE MSCI 46435U663   11,955,361 296,880 SH   SOLE   292,029 0 4,851
SALESFORCE INC COM 79466L302   11,080,111 36,789 SH   SOLE   35,806 0 983
META PLATFORMS INC CL A 30303M102   10,110,776 20,822 SH   SOLE   20,326 0 496
PARKER-HANNIFIN CORP COM 701094104   10,011,723 18,014 SH   SOLE   17,547 0 467
CHEVRON CORP NEW COM 166764100   9,722,577 61,637 SH   SOLE   59,699 0 1,937
TJX COS INC NEW COM 872540109   9,688,362 95,527 SH   SOLE   93,186 0 2,341
ADOBE INC COM 00724F101   9,518,774 18,864 SH   SOLE   18,335 0 529
PIMCO ETF TR INTER MUN BD ACT 72201R866   9,092,631 173,292 SH   SOLE   170,795 0 2,497
JOHNSON & JOHNSON COM 478160104   8,942,434 56,530 SH   SOLE   55,336 0 1,194
STRYKER CORPORATION COM 863667101   8,796,061 24,579 SH   SOLE   23,845 0 734
ISHARES TR ESG AW MSCI EAFE 46435G516   8,753,283 109,539 SH   SOLE   109,248 0 291
CME GROUP INC COM 12572Q105   8,706,470 40,441 SH   SOLE   39,157 0 1,284
PROCTER AND GAMBLE CO COM 742718109   8,552,647 52,713 SH   SOLE   51,193 0 1,520
ECOLAB INC COM 278865100   8,380,415 36,295 SH   SOLE   35,650 0 645
DISNEY WALT CO COM 254687106   8,327,701 68,059 SH   SOLE   66,561 0 1,498
VANGUARD INDEX FDS SMALL CP ETF 922908751   8,306,503 36,338 SH   SOLE   36,338 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   8,109,706 32,457 SH   SOLE   32,457 0 0
AUTODESK INC COM 052769106   7,745,932 29,744 SH   SOLE   28,985 0 759
ABBOTT LABS COM 002824100   7,743,215 68,126 SH   SOLE   66,425 0 1,701
BLACKROCK INC COM 09247X101   7,742,933 9,287 SH   SOLE   9,049 0 238
HONEYWELL INTL INC COM 438516106   7,508,075 36,580 SH   SOLE   35,809 0 771
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   7,455,804 147,786 SH   SOLE   147,786 0 0
BOEING CO COM 097023105   7,279,390 37,719 SH   SOLE   36,559 0 1,160
META PLATFORMS INC CL A 30303M102   7,013,232 14,443 SH   SOLE   14,443 0 0
MONDELEZ INTL INC CL A 609207105   6,977,635 99,680 SH   SOLE   96,183 0 3,497
DANAHER CORPORATION COM 235851102   6,923,501 27,725 SH   SOLE   26,816 0 909
DOORDASH INC CL A 25809K105   6,805,572 49,416 SH   SOLE   49,416 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   6,574,135 11,815 SH   SOLE   11,666 0 149
CVS HEALTH CORP COM 126650100   6,206,085 77,809 SH   SOLE   75,747 0 2,062
ISHARES TR MSCI ACWI EX US 464288240   6,195,643 116,045 SH   SOLE   116,045 0 0
PALO ALTO NETWORKS INC COM 697435105   6,089,474 21,432 SH   SOLE   20,837 0 595
VANGUARD INDEX FDS TOTAL STK MKT 922908769   5,956,287 22,918 SH   SOLE   22,918 0 0
UNITED PARCEL SERVICE INC CL B 911312106   5,698,987 38,343 SH   SOLE   37,148 0 1,196
BOOKING HOLDINGS INC COM 09857L108   5,576,102 1,537 SH   SOLE   1,497 0 40
AMERICAN ELEC PWR CO INC COM 025537101   5,188,846 60,265 SH   SOLE   57,505 0 2,760
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   4,889,883 96,638 SH   SOLE   65,088 0 31,550
ISHARES INC ESG AWR MSCI EM 46434G863   4,811,530 149,287 SH   SOLE   144,935 0 4,352
ISHARES TR ESG AWR US AGRGT 46435U549   4,659,834 99,019 SH   SOLE   80,160 0 18,859
ISHARES TR MSCI ACWI ETF 464288257   4,300,026 39,045 SH   SOLE   39,045 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   4,293,044 75,343 SH   SOLE   75,343 0 0
CONSTELLATION BRANDS INC CL A 21036P108   4,256,624 15,663 SH   SOLE   15,407 0 256
KEYSIGHT TECHNOLOGIES INC COM 49338L103   4,212,095 26,935 SH   SOLE   26,302 0 633
LAUDER ESTEE COS INC CL A 518439104   4,061,066 26,345 SH   SOLE   25,608 0 737
NEWMONT CORP COM 651639106   4,055,722 113,162 SH   SOLE   109,851 0 3,311
TESLA INC COM 88160R101   3,963,361 22,546 SH   SOLE   22,150 0 396
ZOETIS INC CL A 98978V103   3,934,753 23,254 SH   SOLE   22,734 0 520
CHENIERE ENERGY INC COM NEW 16411R208   3,825,269 23,718 SH   SOLE   23,014 0 704
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   3,359,308 54,130 SH   SOLE   54,130 0 0
ISHARES TR RUS 1000 ETF 464287622   3,245,062 11,266 SH   SOLE   11,266 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   3,179,120 10,594 SH   SOLE   10,594 0 0
AMERICAN TOWER CORP NEW COM 03027X100   3,042,189 15,396 SH   SOLE   15,178 0 218
COSTCO WHSL CORP NEW COM 22160K105   2,894,031 3,950 SH   SOLE   3,950 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,631,810 7,593 SH   SOLE   7,593 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,541,880 65,143 SH   SOLE   65,143 0 0
HOME DEPOT INC COM 437076102   2,446,025 6,377 SH   SOLE   6,377 0 0
ALPHABET INC CAP STK CL C 02079K107   2,300,749 15,111 SH   SOLE   15,111 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   2,204,854 8,142 SH   SOLE   7,979 0 163
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,193,053 14,845 SH   SOLE   14,845 0 0
EXXON MOBIL CORP COM 30231G102   2,037,104 17,525 SH   SOLE   17,202 0 323
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,871,917 4,451 SH   SOLE   4,451 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   1,705,652 29,132 SH   SOLE   23,694 0 5,438
PROGRESSIVE CORP COM 743315103   1,620,848 7,837 SH   SOLE   7,837 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,524,306 8,347 SH   SOLE   8,347 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,356,195 6,512 SH   SOLE   6,512 0 0
DOLLAR GEN CORP NEW COM 256677105   1,305,754 8,367 SH   SOLE   8,367 0 0
APPLIED MATLS INC COM 038222105   1,302,961 6,318 SH   SOLE   6,318 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,295,529 2,918 SH   SOLE   2,918 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,209,987 2,446 SH   SOLE   2,446 0 0
ABBVIE INC COM 00287Y109   1,187,474 6,521 SH   SOLE   6,521 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,088,250 18,555 SH   SOLE   18,555 0 0
HERCULES CAPITAL INC COM 427096508   1,002,721 54,348 SH   SOLE   54,348 0 0
ISHARES TR S&P 100 ETF 464287101   949,560 3,838 SH   SOLE   3,838 0 0
ARISTA NETWORKS INC COM 040413106   942,435 3,250 SH   SOLE   3,250 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   888,464 2,636 SH   SOLE   2,636 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   884,714 3,690 SH   SOLE   3,690 0 0
ORACLE CORP COM 68389X105   795,818 6,336 SH   SOLE   6,336 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   785,452 31,107 SH   SOLE   31,107 0 0
ISHARES TR 20 YR TR BD ETF 464287432   740,969 7,831 SH   SOLE   7,296 0 535
LOWES COS INC COM 548661107   720,631 2,829 SH   SOLE   2,829 0 0
AFLAC INC COM 001055102   675,203 7,864 SH   SOLE   7,864 0 0
CISCO SYS INC COM 17275R102   661,058 13,245 SH   SOLE   12,653 0 592
INTUIT COM 461202103   654,550 1,007 SH   SOLE   1,007 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   646,620 18,062 SH   SOLE   18,062 0 0
MASTERCARD INCORPORATED CL A 57636Q104   644,987 1,339 SH   SOLE   1,339 0 0
PEPSICO INC COM 713448108   634,236 3,624 SH   SOLE   3,624 0 0
UNION PAC CORP COM 907818108   604,496 2,458 SH   SOLE   2,458 0 0
MCDONALDS CORP COM 580135101   598,298 2,122 SH   SOLE   2,122 0 0
SPDR GOLD TR GOLD SHS 78463V107   564,290 2,743 SH   SOLE   2,474 0 269
ISHARES TR JPMORGAN USD EMG 464288281   535,330 5,970 SH   SOLE   5,970 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853   533,395 12,393 SH   SOLE   12,393 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   522,206 2,091 SH   SOLE   2,091 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   514,364 9,450 SH   SOLE   9,450 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   500,506 2,621 SH   SOLE   2,621 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   484,672 2,706 SH   SOLE   2,706 0 0
UBER TECHNOLOGIES INC COM 90353T100   455,858 5,921 SH   SOLE   5,921 0 0
MERCK & CO INC COM 58933Y105   447,230 3,389 SH   SOLE   3,389 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   440,335 13,782 SH   SOLE   13,782 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   424,175 1,627 SH   SOLE   1,627 0 0
SCHWAB CHARLES CORP COM 808513105   415,810 5,748 SH   SOLE   5,748 0 0
COCA COLA CO COM 191216100   414,678 6,778 SH   SOLE   5,978 0 800
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   413,049 29,780 SH   SOLE   29,780 0 0
LINDE PLC SHS G54950103   399,315 860 SH   SOLE   860 0 0
WELLS FARGO CO NEW COM 949746101   389,375 6,718 SH   SOLE   6,718 0 0
BRUKER CORP COM 116794108   376,887 4,012 SH   SOLE   4,012 0 0
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   371,908 11,970 SH   SOLE   11,970 0 0
SHOPIFY INC CL A 82509L107   364,628 4,725 SH   SOLE   4,725 0 0
RTX CORPORATION COM 75513E101   357,838 3,669 SH   SOLE   3,615 0 54
BRISTOL-MYERS SQUIBB CO COM 110122108   325,543 6,003 SH   SOLE   5,303 0 700
ISHARES TR ISHS 1-5YR INVS 464288646   319,321 6,227 SH   SOLE   6,227 0 0
ISHARES TR MSCI USA ESG SLC 464288802   319,035 2,922 SH   SOLE   2,922 0 0
ISHARES TR MSCI INTL VLU FT 46435G409   314,087 11,126 SH   SOLE   11,126 0 0
JACOBS SOLUTIONS INC COM 46982L108   313,917 2,042 SH   SOLE   2,042 0 0
3M CO COM 88579Y101   307,179 2,896 SH   SOLE   2,896 0 0
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109   297,720 3,000 SH   SOLE   3,000 0 0
TARGET CORP COM 87612E106   294,169 1,660 SH   SOLE   1,660 0 0
SYNOPSYS INC COM 871607107   288,608 505 SH   SOLE   505 0 0
S&P GLOBAL INC COM 78409V104   283,350 666 SH   SOLE   666 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   274,823 19,658 SH   SOLE   19,658 0 0
AMERICAN EXPRESS CO COM 025816109   273,000 1,199 SH   SOLE   1,199 0 0
CONOCOPHILLIPS COM 20825C104   250,968 1,972 SH   SOLE   1,972 0 0
KKR & CO INC COM 48251W104   249,438 2,480 SH   SOLE   2,480 0 0
STARBUCKS CORP COM 855244109   247,567 2,709 SH   SOLE   2,709 0 0
TEXAS INSTRS INC COM 882508104   245,113 1,407 SH   SOLE   1,407 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   241,558 3,204 SH   SOLE   3,204 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   240,320 3,309 SH   SOLE   3,309 0 0
CATERPILLAR INC COM 149123101   238,546 651 SH   SOLE   651 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   223,213 1,985 SH   SOLE   1,985 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   218,125 416 SH   SOLE   416 0 0
HOLOGIC INC COM 436440101   214,000 2,745 SH   SOLE   2,745 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467   211,136 2,082 SH   SOLE   2,082 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   210,333 1,546 SH   SOLE   1,546 0 0
FASTENAL CO COM 311900104   203,110 2,633 SH   SOLE   2,633 0 0
FIVE9 INC COM 338307101   200,243 3,224 SH   SOLE   3,224 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   137,589 11,533 SH   SOLE   11,533 0 0
EXPENSIFY INC COM CL A 30219Q106   50,028 27,189 SH   SOLE   27,189 0 0