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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 284 1,620 SH   SOLE 1 0 0 1,620
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 326 2,200 SH   SOLE 1 0 0 2,200
ALPHABET INC CAP STK CL C 02079K107 7,020 2,634 SH   SOLE 1 0 0 2,634
ALPHABET INC CAP STK CL A 02079K305 1,703 637 SH   SOLE 1 0 0 637
AMAZON COM INC COM 023135106 526 160 SH   SOLE 1 0 0 160
APPLE INC COM 037833100 15,673 110,760 SH   SOLE 1 0 0 110,760
AUTOMATIC DATA PROCESSING IN COM 053015103 851 4,257 SH   SOLE 1 0 0 4,257
BERKSHIRE GREY INC COM CL A 084656107 4,701 668,768 SH   SOLE 1 0 0 668,768
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 588 2,156 SH   SOLE 1 0 0 2,156
BOEING CO COM 097023105 645 2,934 SH   SOLE 1 0 0 2,934
CADENCE DESIGN SYSTEM INC COM 127387108 628 4,150 SH   SOLE 1 0 0 4,150
CATERPILLAR INC COM 149123101 480 2,500 SH   SOLE 1 0 0 2,500
CHEGG INC COM 163092109 3,118 45,839 SH   SOLE 1 0 0 45,839
COCA COLA CO COM 191216100 498 9,500 SH   SOLE 1 0 0 9,500
COMFORT SYS USA INC COM 199908104 451 451,166 SH   SOLE 1 0 0 451,166
COUPA SOFTWARE INC COM 22266L106 21,594 98,521 SH   SOLE 1 0 0 98,521
DANAHER CORPORATION COM 235851102 1,400 4,597 SH   SOLE 1 0 0 4,597
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7,519 130,774 SH   SOLE 1 0 0 130,774
DISNEY WALT CO COM 254687106 1,299 7,681 SH   SOLE 1 0 0 7,681
DOORDASH INC CL A 25809K105 1,860 9,028 SH   SOLE 1 0 0 9,028
EMERSON ELEC CO COM 291011104 377 4,000 SH   SOLE 1 0 0 4,000
FACEBOOK INC CL A 30303M102 716 2,109 SH   SOLE 1 0 0 2,109
FOCUS FINL PARTNERS INC COM CL A 34417P100 3,907 74,600 SH   SOLE 1 0 0 74,600
HOME DEPOT INC COM 437076102 316 963 SH   SOLE 1 0 0 963
INTEL CORP COM 458140100 562 10,539 SH   SOLE 1 0 0 10,539
ISHARES TR RUS 1000 ETF 464287622 12,071 49,938 SH   SOLE 1 0 0 49,938
ISHARES TR CORE S&P MCP ETF 464287507 6,711 25,511 SH   SOLE 1 0 0 25,511
ISHARES TR CORE S&P TTL STK 464287150 3,116 31,674 SH   SOLE 1 0 0 31,674
ISHARES TR CORE S&P500 ETF 464287200 1,255 2,913 SH   SOLE 1 0 0 2,913
ISHARES TR MSCI EMG MKT ETF 464287234 948 18,812 SH   SOLE 1 0 0 18,812
ISHARES TR CORE S&P SCP ETF 464287804 801 7,334 SH   SOLE 1 0 0 7,334
ISHARES TR RUSSELL 2000 ETF 464287655 795 3,634 SH   SOLE 1 0 0 3,634
ISHARES TR RUS 1000 GRW ETF 464287614 727 2,653 SH   SOLE 1 0 0 2,653
ISHARES TR RUS 1000 VAL ETF 464287598 697 4,456 SH   SOLE 1 0 0 4,456
ISHARES TR MSCI EAFE ETF 464287465 303 3,880 SH   SOLE 1 0 0 3,880
JOHNSON & JOHNSON COM 478160104 657 4,070 SH   SOLE 1 0 0 4,070
JPMORGAN CHASE & CO COM 46625H100 675 4,125 SH   SOLE 1 0 0 4,125
LYFT INC CL A COM 55087P104 3,187 59,464 SH   SOLE 1 0 0 59,464
MCDONALDS CORP COM 580135101 908 3,765 SH   SOLE 1 0 0 3,765
MEDALLIA INC COM 584021109 836 24,690 SH   SOLE 1 0 0 24,690
MICRON TECHNOLOGY INC COM 595112103 213 3,000 SH   SOLE 1 0 0 3,000
MICROSOFT CORP COM 594918104 4,783 16,965 SH   SOLE 1 0 0 16,965
NEUBERGER BERMAN MLP & ENERG COM 64129H104 529 107,292 SH   SOLE 1 0 0 107,292
OKTA INC CL A 679295105 665 2,800 SH   SOLE 1 0 0 2,800
ORACLE CORP COM 68389X105 466 5,345 SH   SOLE 1 0 0 5,345
PFIZER INC COM 717081103 810 18,837 SH   SOLE 1 0 0 18,837
PINTEREST INC CL A 72352L106 2,615 51,326 SH   SOLE 1 0 0 51,326
PROCTER AND GAMBLE CO COM 742718109 934 6,684 SH   SOLE 1 0 0 6,684
SALESFORCE COM INC COM 79466L302 994 3,665 SH   SOLE 1 0 0 3,665
SPDR GOLD TR GOLD SHS 78463V107 342 2,080 SH   SOLE 1 0 0 2,080
SPDR S&P 500 ETF TR TR UNIT 78462F103 491 1,144 SH   SOLE 1 0 0 1,144
SPDR S&P 500 ETF TR TR UNIT 78462F103 429 1,000 SH Put SOLE 1 0 0 1,000
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 10,659 22,166 SH   SOLE 1 0 0 22,166
SQUARE INC CL A 852234103 283 1,181 SH   SOLE 1 0 0 1,181
TARGET CORP COM 87612E106 704 3,075 SH   SOLE 1 0 0 3,075
TESLA INC COM 88160R101 7,431 9,582 SH   SOLE 1 0 0 9,582
THERMO FISHER SCIENTIFIC INC COM 883556102 1,375 2,406 SH   SOLE 1 0 0 2,406
TWIST BIOSCIENCE CORP COM 90184D100 349 3,267 SH   SOLE 1 0 0 3,267
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 364 4,448 SH   SOLE 1 0 0 4,448
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 296 3,464 SH   SOLE 1 0 0 3,464
VANGUARD INDEX FDS TOTAL STK MKT 922908769 12,708 57,226 SH   SOLE 1 0 0 57,226
VANGUARD INDEX FDS GROWTH ETF 922908736 2,021 6,965 SH   SOLE 1 0 0 6,965
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,897 18,635 SH   SOLE 1 0 0 18,635
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 533 1,352 SH   SOLE 1 0 0 1,352
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,635 52,686 SH   SOLE 1 0 0 52,686
VANGUARD STAR FDS VG TL INTL STK F 921909768 4,609 72,855 SH   SOLE 1 0 0 72,855
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,004 19,887 SH   SOLE 1 0 0 19,887
WELLS FARGO CO NEW COM 949746101 250 5,385 SH   SOLE 1 0 0 5,385
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 5,297 86,563 SH   SOLE 1 0 0 86,563