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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101 BBG001S5NCQ5 2,140,009 4,241 SH   SOLE   4,150 0 91
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 794,827 5,462 SH   SOLE   5,420 0 42
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 497,783 1,518 SH   SOLE   1,518 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,035,051 20,109 SH   SOLE   19,846 0 263
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,275,962 23,705 SH   SOLE   22,394 0 1,311
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 771,750 6,315 SH   SOLE   6,279 0 36
APPLE INC COM 037833100 BBG001S5N8V8 3,326,753 19,400 SH   SOLE   19,051 0 349
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 996,592 4,832 SH   SOLE   4,738 0 94
APTIV PLC SHS G6095L109 BBG001TRL2T7 680,291 8,541 SH   SOLE   8,450 0 91
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 477,887 1,648 SH   SOLE   1,613 0 35
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,157,457 1,193 SH   SOLE   1,170 0 23
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,894,381 49,957 SH   SOLE   48,582 0 1,375
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,326,654 5,533 SH   SOLE   5,432 0 101
BIOGEN INC COM 09062X103 BBG001S67826 1,413,670 6,556 SH   SOLE   6,451 0 105
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 838,664 14,608 SH   SOLE   14,531 0 78
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 338,202 93 SH   SOLE   93 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 652,479 492 SH   SOLE   492 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 418,360 1,344 SH   SOLE   1,284 0 60
CINTAS CORP COM 172908105 BBG001S7CRG1 2,575,171 3,748 SH   SOLE   3,686 0 62
COCA COLA CO COM 191216100 BBG001S5SMQ8 1,725,250 28,200 SH   SOLE   27,499 0 700
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 616,959 4,847 SH   SOLE   4,847 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1,833,489 6,747 SH   SOLE   6,557 0 190
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2,573,258 3,512 SH   SOLE   3,442 0 70
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 835,192 3,345 SH   SOLE   3,310 0 34
DEERE & CO COM 244199105 BBG001S5QFF7 1,706,896 4,156 SH   SOLE   4,070 0 86
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 705,208 3,559 SH   SOLE   3,559 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,083,431 8,854 SH   SOLE   8,333 0 522
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 926,904 7,974 SH   SOLE   7,648 0 326
FASTENAL CO COM 311900104 BBG001S5R1F7 380,104 4,927 SH   SOLE   4,927 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 910,932 2,731 SH   SOLE   2,701 0 30
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,736,618 4,527 SH   SOLE   4,425 0 102
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 337,650 1,258 SH   SOLE   1,258 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,359,880 3,631 SH   SOLE   3,536 0 94
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7,758,476 17,474 SH   SOLE   16,579 0 894
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 421,568 1,667 SH   SOLE   1,590 0 77
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 808,146 19,237 SH   SOLE   19,229 0 8
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 3,519,107 109,187 SH   SOLE   107,751 0 1,436
ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 1,634,282 38,409 SH   SOLE   37,856 0 552
ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1,567,916 27,005 SH   SOLE   25,353 0 1,652
ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 570,404 11,419 SH   SOLE   10,002 0 1,417
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 16,529,101 222,704 SH   SOLE   209,682 0 13,022
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 7,947,034 117,109 SH   SOLE   112,146 0 4,963
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 4,589,306 75,557 SH   SOLE   70,838 0 4,719
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 4,132,529 37,392 SH   SOLE   35,473 0 1,919
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 21,228,729 184,117 SH   SOLE   177,698 0 6,419
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 214,524 408 SH   SOLE   16 0 392
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 5,998,770 131,581 SH   SOLE   130,309 0 1,272
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 919,614 9,390 SH   SOLE   7,375 0 2,015
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 1,909,476 18,397 SH   SOLE   17,376 0 1,021
ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1,459,055 23,039 SH   SOLE   21,497 0 1,542
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 2,649,880 48,711 SH   SOLE   46,047 0 2,664
ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 752,437 17,568 SH   SOLE   17,313 0 255
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 13,915,414 174,139 SH   SOLE   171,759 0 2,379
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 3,208,872 79,684 SH   SOLE   78,342 0 1,342
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 19,680,508 171,194 SH   SOLE   169,244 0 1,950
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 8,143,160 173,038 SH   SOLE   170,675 0 2,362
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 4,472,252 194,530 SH   SOLE   191,694 0 2,836
ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 1,592,811 23,379 SH   SOLE   23,044 0 335
ISHARES TR ESG MSCI USA ETF 46436E767 BBG00VHK2B74 588,950 13,044 SH   SOLE   12,949 0 95
ISHARES TR ESG SCRD S&P MID 46436E551 BBG00XDJF7W4 1,694,860 41,258 SH   SOLE   40,480 0 777
ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 2,885,060 107,411 SH   SOLE   106,093 0 1,318
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 2,458,081 48,141 SH   SOLE   47,400 0 741
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 841,753 10,829 SH   SOLE   10,356 0 473
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 845,591 7,763 SH   SOLE   7,426 0 337
ISHARES TR INVESTMENT GRADE 46435G219 BBG00H4BPM52 1,541,758 34,376 SH   SOLE   33,888 0 488
ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 985,280 19,214 SH   SOLE   19,050 0 163
ISHARES TR MBS ETF 464288588 BBG001SSD8B1 5,699,475 61,669 SH   SOLE   60,876 0 793
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1,864,687 23,349 SH   SOLE   22,300 0 1,050
ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 746,518 10,532 SH   SOLE   10,037 0 495
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 323,349 7,871 SH   SOLE   7,523 0 348
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 4,813,744 47,751 SH   SOLE   47,656 0 94
ISHARES TR MSCI LW CRB TG 46434V464 BBG007PGJH85 412,727 2,299 SH   SOLE   2,299 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1,822,801 21,809 SH   SOLE   21,045 0 765
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 1,562,955 9,510 SH   SOLE   8,472 0 1,038
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 27,093,043 251,794 SH   SOLE   247,891 0 3,903
ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 27,523,697 216,517 SH   SOLE   200,509 0 16,009
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 294,420 1,400 SH   SOLE   1,400 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 5,383,143 63,751 SH   SOLE   60,017 0 3,734
ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 6,325,278 33,859 SH   SOLE   31,617 0 2,242
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1,007,836 9,117 SH   SOLE   8,969 0 148
ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 2,098,928 41,407 SH   SOLE   40,781 0 626
ISHARES TR U.S. BAS MTL ETF 464287838 BBG001SFGY10 725,530 4,911 SH   SOLE   4,744 0 168
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 1,059,952 7,848 SH   SOLE   7,054 0 794
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,855,865 11,732 SH   SOLE   11,462 0 270
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1,734,855 8,661 SH   SOLE   8,333 0 329
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 410,028 2,622 SH   SOLE   2,566 0 56
LINDE PLC SHS G54950103 BBG01FND0CH6 613,640 1,322 SH   SOLE   1,322 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 805,911 2,063 SH   SOLE   2,046 0 17
MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 933,031 1,520 SH   SOLE   1,504 0 16
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,055,051 2,191 SH   SOLE   2,173 0 18
MCDONALDS CORP COM 580135101 BBG001S5T110 665,441 2,360 SH   SOLE   2,360 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 511,042 338 SH   SOLE   338 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 808,843 6,130 SH   SOLE   6,130 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,031,702 4,184 SH   SOLE   4,056 0 128
METLIFE INC COM 59156R108 BBG001S5T3R8 608,232 8,207 SH   SOLE   8,207 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 6,371,189 15,144 SH   SOLE   15,015 0 129
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 435,980 6,822 SH   SOLE   6,822 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 594,459 6,325 SH   SOLE   6,144 0 181
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6,241,838 6,908 SH   SOLE   6,741 0 167
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 386,077 342 SH   SOLE   342 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 848,980 2,988 SH   SOLE   2,930 0 58
PAYCHEX INC COM 704326107 BBG001S5V135 401,004 3,266 SH   SOLE   3,266 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 446,400 3,840 SH   SOLE   3,840 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,083,973 6,681 SH   SOLE   6,471 0 210
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 367,875 2,825 SH   SOLE   2,825 0 0
PTC INC COM 69370C100 BBG001S6DNK6 435,696 2,306 SH   SOLE   2,202 0 104
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 282,533 2,897 SH   SOLE   2,722 0 175
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1,985,920 4,668 SH   SOLE   4,641 0 27
SALESFORCE INC COM 79466L302 BBG001SDLP09 311,119 1,033 SH   SOLE   1,033 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 703,601 17,799 SH   SOLE   17,218 0 581
SERVICENOW INC COM 81762P102 BBG001T4JFC0 1,013,992 1,330 SH   SOLE   1,319 0 11
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 5,440,335 13,677 SH   SOLE   12,924 0 754
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 5,475,883 151,309 SH   SOLE   142,872 0 8,438
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 6,326,237 12,094 SH   SOLE   11,171 0 923
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 361,660 650 SH   SOLE   650 0 0
SPDR SER TR BBG CONV SEC ETF 78464A359 BBG001T2PMD1 423,278 5,795 SH   SOLE   5,542 0 253
SPDR SER TR NUVEEN BLOOMBERG 78464A284 BBG001V11QG4 1,461,923 56,906 SH   SOLE   56,219 0 687
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 276,221 3,776 SH   SOLE   3,776 0 0
SPDR SER TR SSGA US SMAL ETF 78468R887 BBG0045LCCP2 431,111 3,848 SH   SOLE   3,666 0 182
SYNOPSYS INC COM 871607107 BBG001S5VTR8 817,245 1,430 SH   SOLE   1,415 0 15
TARGET CORP COM 87612E106 BBG001SC0K41 281,523 1,589 SH   SOLE   1,589 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 801,382 4,559 SH   SOLE   4,559 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 600,390 1,033 SH   SOLE   1,033 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 564,178 3,457 SH   SOLE   3,457 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,963,465 5,990 SH   SOLE   5,920 0 70
VANECK ETF TRUST VANECK SHRT MUNI 92189F528 BBG001SSZW79 6,099,506 358,373 SH   SOLE   353,988 0 4,385
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 3,003,987 12,023 SH   SOLE   11,888 0 135
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 993,622 4,347 SH   SOLE   4,341 0 5
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 231,271 890 SH   SOLE   881 0 9
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 1,557,678 30,784 SH   SOLE   30,784 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 725,146 14,454 SH   SOLE   14,454 0 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 3,781,799 65,805 SH   SOLE   64,897 0 908
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 12,031,138 129,103 SH   SOLE   127,577 0 1,526
VISA INC COM CL A 92826C839 BBG001SRCFY3 3,303,232 11,836 SH   SOLE   11,661 0 175
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2,451,899 11,503 SH   SOLE   11,278 0 225