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
3M CO COM 88579Y101 BBG001S5T7X2 204,264 1,999 SH   SOLE   0 0 1,999
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 583,578 3,402 SH   SOLE   0 0 3,402
ADOBE INC COM 00724F101 BBG001S5NCQ5 442,210 796 SH   SOLE   0 0 796
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 768,539 4,219 SH   SOLE   0 0 4,219
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,651,807 14,458 SH   SOLE   0 0 14,458
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 314,851 6,912 SH   SOLE   0 0 6,912
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,081,868 10,773 SH   SOLE   0 0 10,773
AMETEK INC COM 031100100 BBG001S5NN54 1,474,050 8,842 SH   SOLE   0 0 8,842
AMGEN INC COM 031162100 BBG001S5NNL6 259,292 830 SH   SOLE   0 0 830
APPLE INC COM 037833100 BBG001S5N8V8 34,343,797 163,060 SH   SOLE   0 0 163,060
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 284,590 812 SH   SOLE   0 0 812
AT&T INC COM 00206R102 BBG001S5VWH2 192,848 10,091 SH   SOLE   0 0 10,091
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 298,480 7,505 SH   SOLE   0 0 7,505
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 986,083 2,424 SH   SOLE   0 0 2,424
BLACKSTONE INC COM 09260D107 BBG001S7H949 359,020 2,900 SH   SOLE   0 0 2,900
BLOCK H & R INC COM 093671105 BBG001S5S031 274,133 5,055 SH   SOLE   0 0 5,055
BOEING CO COM 097023105 BBG001S5P0V3 313,421 1,722 SH   SOLE   0 0 1,722
BURLINGTON STORES INC COM 122017106 BBG004S641P3 628,800 2,620 SH   SOLE   0 0 2,620
CABOT CORP COM 127055101 BBG001S5PK58 295,059 3,211 SH   SOLE   0 0 3,211
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 879,242 2,857 SH   SOLE   0 0 2,857
CANADIAN IMPERIAL BK COMM TO COM 136069101 BBG001S5YBB1 404,233 8,503 SH   SOLE   0 0 8,503
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 708,780 6,000 SH   SOLE   0 0 6,000
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 545,993 6,935 SH   SOLE   0 0 6,935
CATERPILLAR INC COM 149123101 BBG001S5PJ06 508,005 1,525 SH   SOLE   0 0 1,525
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 699,825 4,474 SH   SOLE   0 0 4,474
CISCO SYS INC COM 17275R102 BBG001S6HC62 432,948 9,113 SH   SOLE   0 0 9,113
COCA COLA CO COM 191216100 BBG001S5SMQ8 535,536 8,414 SH   SOLE   0 0 8,414
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 275,640 2,840 SH   SOLE   0 0 2,840
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 236,719 1,182 SH   SOLE   0 0 1,182
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 531,420 625 SH   SOLE   0 0 625
DBX ETF TR XTRACK MSCI EAFE 233051200 BBG001S9Z3V8 879,315 21,219 SH   SOLE   0 0 21,219
DEERE & CO COM 244199105 BBG001S5QFF7 813,668 2,178 SH   SOLE   0 0 2,178
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 826,827 25,646 SH   SOLE   0 0 25,646
DISNEY WALT CO COM 254687106 BBG001S5QHF3 230,831 2,325 SH   SOLE   0 0 2,325
EATON CORP PLC SHS G29183103 BBG001S5QZ45 251,781 803 SH   SOLE   0 0 803
ELI LILLY & CO COM 532457108 BBG001S5STL8 5,252,109 5,801 SH   SOLE   0 0 5,801
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 253,840 2,205 SH   SOLE   0 0 2,205
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 BBG008748J97 269,341 5,059 SH   SOLE   0 0 5,059
HOME DEPOT INC COM 437076102 BBG001S5RTW7 639,341 1,857 SH   SOLE   0 0 1,857
HUBSPOT INC COM 443573100 BBG001T53670 245,353 416 SH   SOLE   0 0 416
INTEL CORP COM 458140100 BBG001S5SF65 394,415 12,735 SH   SOLE   0 0 12,735
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 378,941 2,191 SH   SOLE   0 0 2,191
INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 46138E107 BBG001T06L93 5,288,656 214,376 SH   SOLE   0 0 214,376
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 BBG00KJR2976 501,855 13,469 SH   SOLE   0 0 13,469
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,558,427 5,340 SH   SOLE   0 0 5,340
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 3,357,717 62,726 SH   SOLE   0 0 62,726
ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 674,101 14,444 SH   SOLE   0 0 14,444
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 711,599 21,223 SH   SOLE   0 0 21,223
ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 14,487,248 244,717 SH   SOLE   0 0 244,717
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 7,031,910 68,470 SH   SOLE   0 0 68,470
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1,097,759 11,961 SH   SOLE   0 0 11,961
ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 5,907,128 103,852 SH   SOLE   0 0 103,852
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 585,628 10,222 SH   SOLE   0 0 10,222
ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 396,771 8,376 SH   SOLE   0 0 8,376
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 7,454,116 102,617 SH   SOLE   0 0 102,617
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 6,008,810 102,680 SH   SOLE   0 0 102,680
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 2,052,477 19,243 SH   SOLE   0 0 19,243
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 44,799,489 81,866 SH   SOLE   0 0 81,866
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 41,933,321 927,318 SH   SOLE   0 0 927,318
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1,101,041 11,343 SH   SOLE   0 0 11,343
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 14,702,837 143,723 SH   SOLE   0 0 143,723
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 18,471,733 348,260 SH   SOLE   0 0 348,260
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1,447,554 18,375 SH   SOLE   0 0 18,375
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 761,984 19,792 SH   SOLE   0 0 19,792
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 16,958,749 142,128 SH   SOLE   0 0 142,128
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 6,946,039 149,025 SH   SOLE   0 0 149,025
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 1,116,813 45,603 SH   SOLE   0 0 45,603
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 744,375 32,763 SH   SOLE   0 0 32,763
ISHARES TR ESG MSCI LEADR 46435U218 BBG00P35VT10 416,708 4,277 SH   SOLE   0 0 4,277
ISHARES TR EUROPE ETF 464287861 BBG001SFGXD9 1,200,613 21,925 SH   SOLE   0 0 21,925
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 836,502 62,800 SH   SOLE   0 0 62,800
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 452,221 5,111 SH   SOLE   0 0 5,111
ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 925,112 33,714 SH   SOLE   0 0 33,714
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 4,535,625 12,443 SH   SOLE   0 0 12,443
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 3,046,293 17,460 SH   SOLE   0 0 17,460
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1,319,031 5,024 SH   SOLE   0 0 5,024
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1,213,091 7,965 SH   SOLE   0 0 7,965
ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 1,387,096 11,488 SH   SOLE   0 0 11,488
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 386,589 4,768 SH   SOLE   0 0 4,768
ISHARES TR RUS TP200 VL ETF 464289420 BBG001T5LBS6 247,056 3,302 SH   SOLE   0 0 3,302
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 866,865 2,808 SH   SOLE   0 0 2,808
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 8,557,307 32,377 SH   SOLE   0 0 32,377
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 589,645 6,372 SH   SOLE   0 0 6,372
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 423,736 2,899 SH   SOLE   0 0 2,899
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 869,675 4,300 SH   SOLE   0 0 4,300
KLA CORP COM NEW 482480100 BBG001S5SLM4 540,054 655 SH   SOLE   0 0 655
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 266,322 250 SH   SOLE   0 0 250
MACYS INC COM 55616P104 BBG001S6KRW6 208,666 10,868 SH   SOLE   0 0 10,868
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,226,979 2,781 SH   SOLE   0 0 2,781
MCDONALDS CORP COM 580135101 BBG001S5T110 2,481,710 9,738 SH   SOLE   0 0 9,738
MERCK & CO INC COM 58933Y105 BBG001S5TC52 474,158 3,830 SH   SOLE   0 0 3,830
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,978,579 5,907 SH   SOLE   0 0 5,907
MICROSOFT CORP COM 594918104 BBG001S5TD05 4,335,443 9,700 SH   SOLE   0 0 9,700
NETFLIX INC COM 64110L106 BBG001SF6L46 1,310,662 1,942 SH   SOLE   0 0 1,942
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 228,243 3,223 SH   SOLE   0 0 3,223
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 323,911 743 SH   SOLE   0 0 743
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 939,243 7,603 SH   SOLE   0 0 7,603
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 203,081 2,264 SH   SOLE   0 0 2,264
ORACLE CORP COM 68389X105 BBG001S5SJG6 229,548 1,626 SH   SOLE   0 0 1,626
PEPSICO INC COM 713448108 BBG001S695T1 290,783 1,763 SH   SOLE   0 0 1,763
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,153,685 6,995 SH   SOLE   0 0 6,995
RENOVORX INC COM NEW 75989R107 BBG005XWWZL5 15,005 13,279 SH   SOLE   0 0 13,279
ROYAL BK CDA COM 780087102 BBG001S60869 682,534 6,416 SH   SOLE   0 0 6,416
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 261,802 587 SH   SOLE   0 0 587
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 331,342 4,496 SH   SOLE   0 0 4,496
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1,841,544 47,932 SH   SOLE   0 0 47,932
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 4,925,056 108,053 SH   SOLE   0 0 108,053
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 8,373,442 83,037 SH   SOLE   0 0 83,037
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 4,169,527 56,284 SH   SOLE   0 0 56,284
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 2,871,227 36,891 SH   SOLE   0 0 36,891
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 673,320 6,520 SH   SOLE   0 0 6,520
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 3,909,122 42,887 SH   SOLE   0 0 42,887
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 292,395 2,006 SH   SOLE   0 0 2,006
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 11,613,951 51,337 SH   SOLE   0 0 51,337
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2,512,625 4,617 SH   SOLE   0 0 4,617
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 2,437,406 58,690 SH   SOLE   0 0 58,690
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 6,931,367 86,502 SH   SOLE   0 0 86,502
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 929,412 20,839 SH   SOLE   0 0 20,839
STRYKER CORPORATION COM 863667101 BBG001S8FR03 270,694 796 SH   SOLE   0 0 796
SYNOPSYS INC COM 871607107 BBG001S5VTR8 2,154,117 3,620 SH   SOLE   0 0 3,620
TESLA INC COM 88160R101 BBG001SQKGD7 1,678,616 8,483 SH   SOLE   0 0 8,483
TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 582,136 10,592 SH   SOLE   0 0 10,592
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 240,945 473 SH   SOLE   0 0 473
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 2,498,089 153,634 SH   SOLE   0 0 153,634
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 465,504 2,648 SH   SOLE   0 0 2,648
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 4,621,847 60,259 SH   SOLE   0 0 60,259
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 393,977 8,095 SH   SOLE   0 0 8,095
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 45,893,865 122,708 SH   SOLE   0 0 122,708
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1,410,838 5,828 SH   SOLE   0 0 5,828
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 703,439 8,398 SH   SOLE   0 0 8,398
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 654,981 1,310 SH   SOLE   0 0 1,310
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2,074,173 9,513 SH   SOLE   0 0 9,513
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 344,053 1,286 SH   SOLE   0 0 1,286
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 32,328,046 201,534 SH   SOLE   0 0 201,534
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 474,611 10,846 SH   SOLE   0 0 10,846
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 970,846 12,564 SH   SOLE   0 0 12,564
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1,993,298 40,334 SH   SOLE   0 0 40,334
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 456,824 7,262 SH   SOLE   0 0 7,262
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 326,939 5,709 SH   SOLE   0 0 5,709
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 6,077,623 62,902 SH   SOLE   0 0 62,902
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 486,762 844 SH   SOLE   0 0 844
VISA INC COM CL A 92826C839 BBG001SRCFY3 968,263 3,689 SH   SOLE   0 0 3,689
WALMART INC COM 931142103 BBG001S5XH92 327,091 4,831 SH   SOLE   0 0 4,831
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 263,220 4,432 SH   SOLE   0 0 4,432
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 231,210 4,200 SH   SOLE   0 0 4,200