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 2,803,612 6,305 SH   SOLE   6,037 0 268
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 752,820 5,604 SH   SOLE   5,560 0 44
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,050,882 21,399 SH   SOLE   20,281 0 1,118
AMAZON COM INC COM 023135106 BBG001S5PQL7 8,427,751 38,414 SH   SOLE   34,015 0 4,400
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 644,039 5,173 SH   SOLE   5,013 0 161
AMGEN INC COM 031162100 BBG001S5NNL6 952,644 3,655 SH   SOLE   3,632 0 23
APPLE INC COM 037833100 BBG001S5N8V8 5,360,515 21,406 SH   SOLE   19,222 0 2,184
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 785,816 4,832 SH   SOLE   4,700 0 132
APTIV PLC COM SHS G3265R107 BBG01R914M77 567,423 9,382 SH   SOLE   8,943 0 439
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 561,271 5,078 SH   SOLE   4,861 0 217
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,021,280 1,474 SH   SOLE   1,403 0 70
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 2,343,232 53,316 SH   SOLE   49,767 0 3,549
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,496,576 5,508 SH   SOLE   5,157 0 351
BIOGEN INC COM 09062X103 BBG001S67826 1,338,472 8,753 SH   SOLE   8,402 0 351
BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 BBG00NNWBWQ2 1,464,086 28,568 SH   SOLE   25,841 0 2,726
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 1,042,509 16,276 SH   SOLE   15,894 0 382
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 923,788 186 SH   SOLE   182 0 4
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,246,608 5,377 SH   SOLE   4,419 0 958
CINTAS CORP COM 172908105 BBG001S7CRG1 2,561,937 14,023 SH   SOLE   13,270 0 752
CISCO SYS INC COM 17275R102 BBG001S6HC62 240,335 4,060 SH   SOLE   3,905 0 155
COCA COLA CO COM 191216100 BBG001S5SMQ8 1,811,178 29,091 SH   SOLE   27,519 0 1,572
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 666,102 6,717 SH   SOLE   6,698 0 19
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1,524,172 6,897 SH   SOLE   6,662 0 235
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,277,144 3,577 SH   SOLE   3,372 0 205
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 394,457 1,718 SH   SOLE   1,699 0 19
DEERE & CO COM 244199105 BBG001S5QFF7 2,030,664 4,793 SH   SOLE   4,527 0 265
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,130,902 10,156 SH   SOLE   8,814 0 1,343
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1,073,283 9,978 SH   SOLE   9,096 0 882
FASTENAL CO COM 311900104 BBG001S5R1F7 367,363 5,109 SH   SOLE   5,018 0 91
FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100 BBG001SS8248 220,262 2,158 SH   SOLE   0 0 2,158
FISERV INC COM 337738108 BBG001S5R6Q4 846,947 4,123 SH   SOLE   4,099 0 24
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 771,003 4,623 SH   SOLE   4,584 0 39
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 790,313 2,633 SH   SOLE   2,596 0 37
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,451,869 6,303 SH   SOLE   5,899 0 404
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 328,624 1,296 SH   SOLE   1,284 0 12
INTUIT COM 461202103 BBG001S6TWR2 2,509,778 3,993 SH   SOLE   3,771 0 222
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 BBG001T0NSB6 607,710 52,707 SH   SOLE   43,212 0 9,495
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 11,310,704 22,124 SH   SOLE   20,452 0 1,672
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 1,084,735 5,520 SH   SOLE   5,442 0 78
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 972,834 19,649 SH   SOLE   19,646 0 3
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 4,295,662 128,651 SH   SOLE   126,209 0 2,442
ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 1,114,265 26,150 SH   SOLE   25,734 0 416
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 1,058,565 10,635 SH   SOLE   10,470 0 165
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 664,298 7,607 SH   SOLE   6,372 0 1,235
ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1,610,006 26,247 SH   SOLE   24,542 0 1,706
ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 334,668 6,704 SH   SOLE   5,542 0 1,162
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 15,594,515 221,891 SH   SOLE   209,201 0 12,690
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 8,460,747 127,922 SH   SOLE   122,031 0 5,890
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 5,314,093 85,285 SH   SOLE   76,155 0 9,130
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 2,677,803 23,241 SH   SOLE   22,273 0 968
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 24,155,447 187,805 SH   SOLE   176,885 0 10,920
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 370,905 630 SH   SOLE   235 0 395
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 9,783,064 216,439 SH   SOLE   211,685 0 4,755
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 2,334,984 24,097 SH   SOLE   19,548 0 4,549
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 3,065,599 31,660 SH   SOLE   29,981 0 1,679
ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1,474,292 24,268 SH   SOLE   22,565 0 1,704
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 2,885,863 55,000 SH   SOLE   52,101 0 2,899
ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 902,468 21,245 SH   SOLE   20,887 0 357
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 12,663,910 166,324 SH   SOLE   159,955 0 6,369
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 2,221,815 52,837 SH   SOLE   51,973 0 865
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 22,800,943 176,998 SH   SOLE   172,662 0 4,337
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 10,507,137 226,252 SH   SOLE   222,078 0 4,174
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 5,089,641 224,016 SH   SOLE   220,326 0 3,690
ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 1,786,559 27,647 SH   SOLE   27,125 0 522
ISHARES TR ESG MSCI USA ETF 46436E767 BBG00VHK2B74 1,982,436 39,872 SH   SOLE   39,184 0 688
ISHARES TR ESG SCRD S&P MID 46436E551 BBG00XDJF7W4 1,786,189 42,695 SH   SOLE   40,931 0 1,764
ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 3,778,461 141,462 SH   SOLE   139,290 0 2,173
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 2,938,951 57,762 SH   SOLE   56,665 0 1,097
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 551,655 7,014 SH   SOLE   5,715 0 1,299
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 604,177 5,655 SH   SOLE   4,643 0 1,012
ISHARES TR INVESTMENT GRADE 46435G219 BBG00H4BPM52 2,981,630 67,214 SH   SOLE   66,063 0 1,151
ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 1,897,397 36,700 SH   SOLE   36,017 0 683
ISHARES TR MBS ETF 464288588 BBG001SSD8B1 4,731,718 51,611 SH   SOLE   50,879 0 732
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 2,728,254 36,083 SH   SOLE   29,610 0 6,473
ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 499,862 7,069 SH   SOLE   6,558 0 512
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 486,814 11,641 SH   SOLE   9,546 0 2,094
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 5,499,643 49,883 SH   SOLE   46,226 0 3,657
ISHARES TR MSCI LW CRB TG 46434V464 BBG007PGJH85 855,942 4,421 SH   SOLE   2,804 0 1,617
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1,505,379 16,954 SH   SOLE   16,180 0 774
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 2,940,590 16,513 SH   SOLE   14,732 0 1,781
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 30,008,000 281,633 SH   SOLE   275,446 0 6,187
ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 29,158,183 201,494 SH   SOLE   184,015 0 17,479
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 309,344 1,400 SH   SOLE   1,400 0 0
ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 1,711,020 8,964 SH   SOLE   8,050 0 914
ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 2,446,322 48,471 SH   SOLE   47,540 0 931
ISHARES TR U.S. REAL ES ETF 464287739 BBG001SFGXJ3 703,246 7,557 SH   SOLE   6,800 0 756
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 1,297,374 8,133 SH   SOLE   7,301 0 832
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,727,312 11,944 SH   SOLE   11,401 0 543
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 2,340,558 9,764 SH   SOLE   8,874 0 890
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 424,262 5,874 SH   SOLE   5,659 0 215
MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 396,309 767 SH   SOLE   764 0 3
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,370,782 2,603 SH   SOLE   2,524 0 79
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 664,872 391 SH   SOLE   387 0 4
MERCK & CO INC COM 58933Y105 BBG001S5TC52 794,290 7,984 SH   SOLE   7,888 0 96
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,560,014 4,372 SH   SOLE   3,944 0 428
METLIFE INC COM 59156R108 BBG001S5T3R8 718,726 8,778 SH   SOLE   8,652 0 126
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 631,750 18,232 SH   SOLE   18,228 0 4
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,033,624 16,687 SH   SOLE   15,236 0 1,451
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 486,667 6,788 SH   SOLE   6,742 0 46
NIKE INC CL B 654106103 BBG001S6NTK2 375,442 4,962 SH   SOLE   4,721 0 241
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6,887,459 51,288 SH   SOLE   47,330 0 3,958
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 410,287 346 SH   SOLE   344 0 2
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,317,936 7,243 SH   SOLE   7,073 0 170
PAYCHEX INC COM 704326107 BBG001S5V135 464,128 3,310 SH   SOLE   3,285 0 25
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 544,405 5,613 SH   SOLE   5,573 0 40
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,469,371 8,765 SH   SOLE   8,051 0 714
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 311,880 2,951 SH   SOLE   2,913 0 38
PTC INC COM 69370C100 BBG001S6DNK6 494,978 2,692 SH   SOLE   2,571 0 121
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 364,713 512 SH   SOLE   483 0 29
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 248,188 2,145 SH   SOLE   1,814 0 330
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,506,885 5,034 SH   SOLE   4,940 0 93
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,819,520 5,442 SH   SOLE   5,336 0 106
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 483,185 11,881 SH   SOLE   10,022 0 1,859
SERVICENOW INC COM 81762P102 BBG001T4JFC0 1,474,627 1,391 SH   SOLE   1,362 0 29
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 8,556,455 20,109 SH   SOLE   18,403 0 1,706
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 6,283,713 163,766 SH   SOLE   154,172 0 9,595
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 17,800,026 30,371 SH   SOLE   27,528 0 2,843
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 370,227 650 SH   SOLE   650 0 0
SPDR SER TR NUVEEN BLOOMBERG 78464A284 BBG001V11QG4 1,984,646 77,586 SH   SOLE   76,221 0 1,365
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 333,587 3,795 SH   SOLE   3,795 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 375,741 7,804 SH   SOLE   0 0 7,803
SPDR SER TR SSGA US SMAL ETF 78468R887 BBG0045LCCP2 327,712 2,568 SH   SOLE   2,381 0 187
SYNOPSYS INC COM 871607107 BBG001S5VTR8 774,149 1,595 SH   SOLE   1,568 0 27
TESLA INC COM 88160R101 BBG001SQKGD7 1,440,799 3,568 SH   SOLE   3,403 0 165
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 1,660,570 7,523 SH   SOLE   4,080 0 3,443
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,422,511 4,789 SH   SOLE   4,487 0 302
VANECK ETF TRUST VANECK SHRT MUNI 92189F528 BBG001SSZW79 6,275,264 367,189 SH   SOLE   360,310 0 6,879
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1,113,921 4,217 SH   SOLE   4,162 0 56
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 579,862 11,567 SH   SOLE   9,682 0 1,885
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 703,134 14,704 SH   SOLE   14,704 0 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 4,729,092 83,405 SH   SOLE   81,869 0 1,537
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 15,000,221 143,009 SH   SOLE   140,873 0 2,136
VISA INC COM CL A 92826C839 BBG001SRCFY3 4,173,119 13,204 SH   SOLE   12,661 0 543
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2,336,553 11,579 SH   SOLE   11,037 0 542
WORKDAY INC CL A 98138H101 BBG001T21KQ7 465,486 1,804 SH   SOLE   1,754 0 50
ZOETIS INC CL A 98978V103 BBG0039320P7 407,933 2,504 SH   SOLE   2,423 0 81