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 265,631 2,001 SH   SOLE   0 0 2,001
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 613,875 3,419 SH   SOLE   0 0 3,419
ADOBE INC COM 00724F101 BBG001S5NCQ5 346,557 820 SH   SOLE   0 0 820
AFLAC INC COM 001055102 BBG001S5NGJ4 203,315 1,977 SH   SOLE   0 0 1,977
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 837,634 4,285 SH   SOLE   0 0 4,285
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,688,271 13,666 SH   SOLE   0 0 13,666
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 328,427 6,382 SH   SOLE   0 0 6,382
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,419,222 10,892 SH   SOLE   0 0 10,892
AMETEK INC COM 031100100 BBG001S5NN54 1,579,977 8,842 SH   SOLE   0 0 8,842
AMGEN INC COM 031162100 BBG001S5NNL6 215,967 824 SH   SOLE   0 0 824
APPLE INC COM 037833100 BBG001S5N8V8 38,151,764 157,515 SH   SOLE   0 0 157,515
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 436,476 9,472 SH   SOLE   0 0 9,472
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,165,816 2,574 SH   SOLE   0 0 2,574
BLACKSTONE INC COM 09260D107 BBG001S7H949 496,886 2,900 SH   SOLE   0 0 2,900
BLOCK H & R INC COM 093671105 BBG001S5S031 298,081 5,555 SH   SOLE   0 0 5,555
BOEING CO COM 097023105 BBG001S5P0V3 279,466 1,620 SH   SOLE   0 0 1,620
BURLINGTON STORES INC COM 122017106 BBG004S641P3 552,440 1,965 SH   SOLE   0 0 1,965
CABOT CORP COM 127055101 BBG001S5PK58 284,880 3,211 SH   SOLE   0 0 3,211
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 768,957 2,549 SH   SOLE   0 0 2,549
CANADIAN IMPERIAL BK COMM COM 136069101 BBG001S5YBB1 531,438 8,503 SH   SOLE   0 0 8,503
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 626,040 6,000 SH   SOLE   0 0 6,000
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 534,897 6,935 SH   SOLE   0 0 6,935
CATERPILLAR INC COM 149123101 BBG001S5PJ06 556,059 1,532 SH   SOLE   0 0 1,532
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 582,640 3,895 SH   SOLE   0 0 3,895
CISCO SYS INC COM 17275R102 BBG001S6HC62 494,589 8,393 SH   SOLE   0 0 8,393
CLOROX CO DEL COM 189054109 BBG001S5PX50 219,851 1,377 SH   SOLE   0 0 1,377
COCA COLA CO COM 191216100 BBG001S5SMQ8 511,629 8,409 SH   SOLE   0 0 8,409
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 248,252 2,841 SH   SOLE   0 0 2,841
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 287,328 1,124 SH   SOLE   0 0 1,124
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 551,320 598 SH   SOLE   0 0 598
DBX ETF TR XTRACK MSCI EAFE 233051200 BBG001S9Z3V8 4,215,708 100,566 SH   SOLE   0 0 100,566
DEERE & CO COM 244199105 BBG001S5QFF7 901,640 2,182 SH   SOLE   0 0 2,182
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 892,737 25,646 SH   SOLE   0 0 25,646
DISNEY WALT CO COM 254687106 BBG001S5QHF3 257,101 2,308 SH   SOLE   0 0 2,308
EATON CORP PLC SHS G29183103 BBG001S5QZ45 272,377 792 SH   SOLE   0 0 792
ELI LILLY & CO COM 532457108 BBG001S5STL8 4,263,148 5,513 SH   SOLE   0 0 5,513
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 239,141 2,199 SH   SOLE   0 0 2,199
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 BBG008748J97 392,953 5,140 SH   SOLE   0 0 5,140
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,085,551 2,825 SH   SOLE   0 0 2,825
HUBSPOT INC COM 443573100 BBG001T53670 291,720 416 SH   SOLE   0 0 416
INTEL CORP COM 458140100 BBG001S5SF65 283,367 14,161 SH   SOLE   0 0 14,161
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 460,459 2,056 SH   SOLE   0 0 2,056
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 BBG001T06LL9 5,168,661 209,682 SH   SOLE   0 0 209,682
INVESCO EXCH TRADED FD TR II GBL CLEAN ENRG 46138G847 BBG001SS70P0 308,157 25,321 SH   SOLE   0 0 25,321
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 BBG00KJR2976 755,717 18,101 SH   SOLE   0 0 18,101
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,749,442 5,337 SH   SOLE   0 0 5,337
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 2,953,536 56,376 SH   SOLE   0 0 56,376
ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 624,901 13,778 SH   SOLE   0 0 13,778
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 490,159 14,597 SH   SOLE   0 0 14,597
ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 17,034,812 301,661 SH   SOLE   0 0 301,661
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 8,275,792 84,215 SH   SOLE   0 0 84,215
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1,206,025 14,037 SH   SOLE   0 0 14,037
ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 7,233,261 126,721 SH   SOLE   0 0 126,721
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 559,686 9,467 SH   SOLE   0 0 9,467
ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 359,741 7,537 SH   SOLE   0 0 7,537
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 6,873,387 96,822 SH   SOLE   0 0 96,822
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 7,552,901 120,634 SH   SOLE   0 0 120,634
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 2,166,070 18,777 SH   SOLE   0 0 18,777
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 53,000,269 89,593 SH   SOLE   0 0 89,593
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 48,000,862 1,067,397 SH   SOLE   0 0 1,067,397
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 461,613 4,790 SH   SOLE   0 0 4,790
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 15,300,198 155,997 SH   SOLE   0 0 155,997
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 16,756,741 316,344 SH   SOLE   0 0 316,344
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 969,486 12,617 SH   SOLE   0 0 12,617
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 747,832 17,663 SH   SOLE   0 0 17,663
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 19,586,797 151,284 SH   SOLE   0 0 151,284
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 8,483,417 183,624 SH   SOLE   0 0 183,624
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 401,740 16,278 SH   SOLE   0 0 16,278
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 1,014,434 44,986 SH   SOLE   0 0 44,986
ISHARES TR ESG MSCI LEADR 46435U218 BBG00P35VT10 735,091 7,090 SH   SOLE   0 0 7,090
ISHARES TR EUROPE ETF 464287861 BBG001SFGXD9 1,388,424 26,276 SH   SOLE   0 0 26,276
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 624,267 52,814 SH   SOLE   0 0 52,814
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 426,370 4,781 SH   SOLE   0 0 4,781
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 394,548 9,394 SH   SOLE   0 0 9,394
ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 1,149,443 42,135 SH   SOLE   0 0 42,135
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 4,890,734 12,112 SH   SOLE   0 0 12,112
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 3,146,578 16,915 SH   SOLE   0 0 16,915
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1,463,138 4,993 SH   SOLE   0 0 4,993
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1,263,454 7,694 SH   SOLE   0 0 7,694
ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 1,509,021 11,638 SH   SOLE   0 0 11,638
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 409,997 4,615 SH   SOLE   0 0 4,615
ISHARES TR RUS TP200 VL ETF 464289420 BBG001T5LBS6 263,695 3,314 SH   SOLE   0 0 3,314
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 879,945 2,616 SH   SOLE   0 0 2,616
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 10,385,476 35,853 SH   SOLE   0 0 35,853
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 647,312 6,321 SH   SOLE   0 0 6,321
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 371,388 2,540 SH   SOLE   0 0 2,540
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 983,865 4,046 SH   SOLE   0 0 4,046
KLA CORP COM NEW 482480100 BBG001S5SLM4 451,492 655 SH   SOLE   0 0 655
KOPIN CORP COM 500600101 BBG001S6DD46 110,429 76,687 SH   SOLE   0 0 76,687
LIFE360 INC COM 532206109 BBG00256NGD1 406,153 9,393 SH   SOLE   0 0 9,393
MACYS INC COM 55616P104 BBG001S6KRW6 198,218 12,116 SH   SOLE   0 0 12,116
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,468,361 2,871 SH   SOLE   0 0 2,871
MCDONALDS CORP COM 580135101 BBG001S5T110 2,809,366 9,710 SH   SOLE   0 0 9,710
MERCK & CO INC COM 58933Y105 BBG001S5TC52 401,757 3,977 SH   SOLE   0 0 3,977
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 3,643,721 5,897 SH   SOLE   0 0 5,897
MICROSOFT CORP COM 594918104 BBG001S5TD05 4,453,597 10,544 SH   SOLE   0 0 10,544
NETFLIX INC COM 64110L106 BBG001SF6L46 1,556,225 1,770 SH   SOLE   0 0 1,770
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 227,018 3,223 SH   SOLE   0 0 3,223
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 336,126 743 SH   SOLE   0 0 743
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,021,605 7,290 SH   SOLE   0 0 7,290
ORACLE CORP COM 68389X105 BBG001S5SJG6 308,294 1,903 SH   SOLE   0 0 1,903
PEPSICO INC COM 713448108 BBG001S695T1 229,888 1,581 SH   SOLE   0 0 1,581
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,135,228 7,038 SH   SOLE   0 0 7,038
RENOVORX INC COM NEW 75989R107 BBG005XWWZL5 18,192 13,279 SH   SOLE   0 0 13,279
ROYAL BK CDA COM 780087102 BBG001S60869 778,453 6,416 SH   SOLE   0 0 6,416
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 288,422 587 SH   SOLE   0 0 587
SALESFORCE INC COM 79466L302 BBG001SDLP09 207,686 639 SH   SOLE   0 0 639
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 254,458 3,521 SH   SOLE   0 0 3,521
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1,703,396 91,091 SH   SOLE   0 0 91,091
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 6,285,283 278,233 SH   SOLE   0 0 278,233
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 9,230,127 328,357 SH   SOLE   0 0 328,357
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 3,996,399 153,119 SH   SOLE   0 0 153,119
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 2,669,450 95,679 SH   SOLE   0 0 95,679
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 593,152 6,620 SH   SOLE   0 0 6,620
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 4,775,125 54,300 SH   SOLE   0 0 54,300
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 261,537 1,872 SH   SOLE   0 0 1,872
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 13,812,351 59,037 SH   SOLE   0 0 59,037
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2,602,289 4,421 SH   SOLE   0 0 4,421
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 2,553,729 56,712 SH   SOLE   0 0 56,712
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 6,959,085 78,501 SH   SOLE   0 0 78,501
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 969,886 20,063 SH   SOLE   0 0 20,063
STRYKER CORPORATION COM 863667101 BBG001S8FR03 282,829 796 SH   SOLE   0 0 796
SYNOPSYS INC COM 871607107 BBG001S5VTR8 1,516,498 3,110 SH   SOLE   0 0 3,110
TESLA INC COM 88160R101 BBG001SQKGD7 2,569,255 6,515 SH   SOLE   0 0 6,515
TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 578,638 10,590 SH   SOLE   0 0 10,590
TWILIO INC CL A 90138F102 BBG0029ZX859 284,214 2,588 SH   SOLE   0 0 2,588
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 252,103 490 SH   SOLE   0 0 490
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 3,541,257 153,434 SH   SOLE   0 0 153,434
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 488,887 2,648 SH   SOLE   0 0 2,648
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 5,332,720 69,104 SH   SOLE   0 0 69,104
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 246,500 5,048 SH   SOLE   0 0 5,048
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 56,048,572 135,688 SH   SOLE   0 0 135,688
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1,457,757 5,488 SH   SOLE   0 0 5,488
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 484,779 5,543 SH   SOLE   0 0 5,543
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1,145,463 2,116 SH   SOLE   0 0 2,116
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2,133,131 8,819 SH   SOLE   0 0 8,819
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 284,199 975 SH   SOLE   0 0 975
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 35,614,757 209,499 SH   SOLE   0 0 209,499
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 287,822 6,564 SH   SOLE   0 0 6,564
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 466,671 5,988 SH   SOLE   0 0 5,988
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1,651,258 34,180 SH   SOLE   0 0 34,180
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 401,843 6,355 SH   SOLE   0 0 6,355
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 616,810 7,667 SH   SOLE   0 0 7,667
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 265,340 4,657 SH   SOLE   0 0 4,657
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 5,341,758 50,705 SH   SOLE   0 0 50,705
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 817,954 1,304 SH   SOLE   0 0 1,304
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,143,850 3,670 SH   SOLE   0 0 3,670
WALMART INC COM 931142103 BBG001S5XH92 471,027 5,187 SH   SOLE   0 0 5,187
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 297,822 4,160 SH   SOLE   0 0 4,160
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 224,154 4,200 SH   SOLE   0 0 4,200