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 211,897 1,998 SH   SOLE   0 0 1,998
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 623,987 3,427 SH   SOLE   0 0 3,427
ADOBE INC COM 00724F101 BBG001S5NCQ5 402,166 797 SH   SOLE   0 0 797
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 629,227 4,169 SH   SOLE   0 0 4,169
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,292,011 15,053 SH   SOLE   0 0 15,053
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 261,319 5,991 SH   SOLE   0 0 5,991
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,966,128 10,900 SH   SOLE   0 0 10,900
AMETEK INC COM 031100100 BBG001S5NN54 1,617,202 8,842 SH   SOLE   0 0 8,842
AMGEN INC COM 031162100 BBG001S5NNL6 235,884 830 SH   SOLE   0 0 830
APPLE INC COM 037833100 BBG001S5N8V8 34,076,041 198,717 SH   SOLE   0 0 198,717
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 235,464 812 SH   SOLE   0 0 812
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 262,298 6,917 SH   SOLE   0 0 6,917
BANK NOVA SCOTIA HALIFAX COM 064149107 BBG001S5Y2B1 200,648 3,875 SH   SOLE   0 0 3,875
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,019,340 2,424 SH   SOLE   0 0 2,424
BLACKSTONE INC COM 09260D107 BBG001S7H949 380,973 2,900 SH   SOLE   0 0 2,900
BLOCK H & R INC COM 093671105 BBG001S5S031 248,251 5,055 SH   SOLE   0 0 5,055
BOEING CO COM 097023105 BBG001S5P0V3 332,329 1,722 SH   SOLE   0 0 1,722
BURLINGTON STORES INC COM 122017106 BBG004S641P3 608,338 2,620 SH   SOLE   0 0 2,620
CABOT CORP COM 127055101 BBG001S5PK58 296,054 3,211 SH   SOLE   0 0 3,211
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 889,327 2,857 SH   SOLE   0 0 2,857
CANADIAN IMPERIAL BK COMM TO COM 136069101 BBG001S5YBB1 431,374 8,505 SH   SOLE   0 0 8,505
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 790,260 6,000 SH   SOLE   0 0 6,000
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 611,459 6,935 SH   SOLE   0 0 6,935
CATERPILLAR INC COM 149123101 BBG001S5PJ06 557,934 1,523 SH   SOLE   0 0 1,523
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 599,581 3,801 SH   SOLE   0 0 3,801
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 217,695 2,087 SH   SOLE   0 0 2,087
CISCO SYS INC COM 17275R102 BBG001S6HC62 447,879 8,974 SH   SOLE   0 0 8,974
CLOROX CO DEL COM 189054109 BBG001S5PX50 209,951 1,371 SH   SOLE   0 0 1,371
COCA COLA CO COM 191216100 BBG001S5SMQ8 516,082 8,435 SH   SOLE   0 0 8,435
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 297,646 3,305 SH   SOLE   0 0 3,305
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 218,493 1,182 SH   SOLE   0 0 1,182
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 458,995 627 SH   SOLE   0 0 627
DEERE & CO COM 244199105 BBG001S5QFF7 893,739 2,176 SH   SOLE   0 0 2,176
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 819,390 25,646 SH   SOLE   0 0 25,646
DISNEY WALT CO COM 254687106 BBG001S5QHF3 268,752 2,196 SH   SOLE   0 0 2,196
EATON CORP PLC SHS G29183103 BBG001S5QZ45 251,082 803 SH   SOLE   0 0 803
ELI LILLY & CO COM 532457108 BBG001S5STL8 4,512,946 5,801 SH   SOLE   0 0 5,801
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 472,511 13,060 SH   SOLE   0 0 13,060
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 242,593 2,087 SH   SOLE   0 0 2,087
HOME DEPOT INC COM 437076102 BBG001S5RTW7 715,520 1,865 SH   SOLE   0 0 1,865
HUBSPOT INC COM 443573100 BBG001T53670 260,649 416 SH   SOLE   0 0 416
IMPERIAL OIL LTD COM NEW 453038408 BBG001S5T1N6 405,309 5,863 SH   SOLE   0 0 5,863
INTEL CORP COM 458140100 BBG001S5SF65 385,012 8,717 SH   SOLE   0 0 8,717
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 429,169 2,247 SH   SOLE   0 0 2,247
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 BBG001T06LL9 4,287,538 172,398 SH   SOLE   0 0 172,398
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 BBG00KJR2976 493,737 13,446 SH   SOLE   0 0 13,446
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,368,484 5,334 SH   SOLE   0 0 5,334
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 3,634,039 70,427 SH   SOLE   0 0 70,427
ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 648,235 14,554 SH   SOLE   0 0 14,554
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 1,045,201 32,429 SH   SOLE   0 0 32,429
ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 11,365,022 197,412 SH   SOLE   0 0 197,412
ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 6,483,901 61,734 SH   SOLE   0 0 61,734
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1,230,295 13,002 SH   SOLE   0 0 13,002
ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 5,530,009 96,107 SH   SOLE   0 0 96,107
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 655,188 11,355 SH   SOLE   0 0 11,355
ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 526,204 11,092 SH   SOLE   0 0 11,092
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 7,935,935 106,924 SH   SOLE   0 0 106,924
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 6,052,426 99,645 SH   SOLE   0 0 99,645
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 2,194,200 19,853 SH   SOLE   0 0 19,853
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 38,485,293 73,204 SH   SOLE   0 0 73,204
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 36,459,087 799,717 SH   SOLE   0 0 799,717
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1,594,550 16,281 SH   SOLE   0 0 16,281
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 13,447,444 129,564 SH   SOLE   0 0 129,564
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 18,272,587 335,893 SH   SOLE   0 0 335,893
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1,489,241 18,636 SH   SOLE   0 0 18,636
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 828,487 20,573 SH   SOLE   0 0 20,573
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 14,847,938 129,157 SH   SOLE   0 0 129,157
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 6,728,325 142,973 SH   SOLE   0 0 142,973
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 1,193,927 48,772 SH   SOLE   0 0 48,772
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 509,734 22,172 SH   SOLE   0 0 22,172
ISHARES TR ESG MSCI LEADR 46435U218 BBG00P35VT10 357,850 3,813 SH   SOLE   0 0 3,813
ISHARES TR EUROPE ETF 464287861 BBG001SFGXD9 1,222,402 21,958 SH   SOLE   0 0 21,958
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 519,797 37,181 SH   SOLE   0 0 37,181
ISHARES TR GOV/CRED BD ETF 464288596 BBG001SSD894 351,718 3,397 SH   SOLE   0 0 3,397
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 467,898 5,218 SH   SOLE   0 0 5,218
ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 949,657 33,640 SH   SOLE   0 0 33,640
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 4,193,938 12,443 SH   SOLE   0 0 12,443
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 3,130,353 17,477 SH   SOLE   0 0 17,477
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1,360,582 5,024 SH   SOLE   0 0 5,024
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1,324,656 8,341 SH   SOLE   0 0 8,341
ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 1,439,828 11,488 SH   SOLE   0 0 11,488
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 395,980 4,709 SH   SOLE   0 0 4,709
ISHARES TR RUS TP200 VL ETF 464289420 BBG001T5LBS6 208,812 2,736 SH   SOLE   0 0 2,736
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 1,272,791 4,242 SH   SOLE   0 0 4,242
ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 7,534,935 30,455 SH   SOLE   0 0 30,455
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 538,033 6,372 SH   SOLE   0 0 6,372
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 491,528 3,107 SH   SOLE   0 0 3,107
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 863,194 4,310 SH   SOLE   0 0 4,310
KLA CORP COM NEW 482480100 BBG001S5SLM4 457,563 655 SH   SOLE   0 0 655
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 242,893 250 SH   SOLE   0 0 250
LOWES COS INC COM 548661107 BBG001S5SVL3 202,256 794 SH   SOLE   0 0 794
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,339,370 2,781 SH   SOLE   0 0 2,781
MCDONALDS CORP COM 580135101 BBG001S5T110 2,754,737 9,770 SH   SOLE   0 0 9,770
MERCK & CO INC COM 58933Y105 BBG001S5TC52 505,373 3,830 SH   SOLE   0 0 3,830
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,929,043 6,032 SH   SOLE   0 0 6,032
MICROSOFT CORP COM 594918104 BBG001S5TD05 4,089,350 9,720 SH   SOLE   0 0 9,720
NETFLIX INC COM 64110L106 BBG001SF6L46 1,204,984 1,984 SH   SOLE   0 0 1,984
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 206,002 3,223 SH   SOLE   0 0 3,223
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 355,644 743 SH   SOLE   0 0 743
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 614,570 680 SH   SOLE   0 0 680
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 209,389 2,164 SH   SOLE   0 0 2,164
ORACLE CORP COM 68389X105 BBG001S5SJG6 204,204 1,626 SH   SOLE   0 0 1,626
PEPSICO INC COM 713448108 BBG001S695T1 328,681 1,878 SH   SOLE   0 0 1,878
PFIZER INC COM 717081103 BBG001S5V466 222,047 8,002 SH   SOLE   0 0 8,002
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,136,876 7,007 SH   SOLE   0 0 7,007
RENOVORX INC COM NEW 75989R107 BBG005XWWZL5 17,794 13,279 SH   SOLE   0 0 13,279
ROYAL BK CDA COM 780087102 BBG001S60869 647,246 6,416 SH   SOLE   0 0 6,416
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 250,165 588 SH   SOLE   0 0 588
SALESFORCE INC COM 79466L302 BBG001SDLP09 217,151 721 SH   SOLE   0 0 721
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 325,272 4,496 SH   SOLE   0 0 4,496
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 2,121,118 54,360 SH   SOLE   0 0 54,360
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 6,091,504 132,424 SH   SOLE   0 0 132,424
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 7,736,953 83,444 SH   SOLE   0 0 83,444
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 4,291,552 56,483 SH   SOLE   0 0 56,483
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 3,231,784 39,688 SH   SOLE   0 0 39,688
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 606,686 6,520 SH   SOLE   0 0 6,520
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 3,576,229 37,880 SH   SOLE   0 0 37,880
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 410,925 2,782 SH   SOLE   0 0 2,782
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 9,816,316 47,133 SH   SOLE   0 0 47,133
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,329,497 2,542 SH   SOLE   0 0 2,542
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 2,627,687 61,052 SH   SOLE   0 0 61,052
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 5,564,573 76,071 SH   SOLE   0 0 76,071
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 894,355 20,896 SH   SOLE   0 0 20,896
STRYKER CORPORATION COM 863667101 BBG001S8FR03 284,573 795 SH   SOLE   0 0 795
SYNOPSYS INC COM 871607107 BBG001S5VTR8 2,543,747 4,451 SH   SOLE   0 0 4,451
TESLA INC COM 88160R101 BBG001SQKGD7 1,539,041 8,755 SH   SOLE   0 0 8,755
TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 641,960 10,632 SH   SOLE   0 0 10,632
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 238,480 482 SH   SOLE   0 0 482
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 4,187,468 156,834 SH   SOLE   0 0 156,834
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 477,924 2,648 SH   SOLE   0 0 2,648
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 4,439,162 57,900 SH   SOLE   0 0 57,900
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 600,245 12,203 SH   SOLE   0 0 12,203
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 40,578,612 117,893 SH   SOLE   0 0 117,893
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1,429,325 5,721 SH   SOLE   0 0 5,721
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 987,330 11,417 SH   SOLE   0 0 11,417
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 317,080 660 SH   SOLE   0 0 660
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2,178,040 9,528 SH   SOLE   0 0 9,528
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 263,053 1,012 SH   SOLE   0 0 1,012
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 31,858,546 195,619 SH   SOLE   0 0 195,619
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 466,315 11,164 SH   SOLE   0 0 11,164
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1,192,275 15,422 SH   SOLE   0 0 15,422
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1,993,509 39,735 SH   SOLE   0 0 39,735
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 512,319 8,024 SH   SOLE   0 0 8,024
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 331,126 5,762 SH   SOLE   0 0 5,762
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 5,938,497 63,725 SH   SOLE   0 0 63,725
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 332,016 633 SH   SOLE   0 0 633
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,029,534 3,689 SH   SOLE   0 0 3,689
WALMART INC COM 931142103 BBG001S5XH92 295,401 4,909 SH   SOLE   0 0 4,909
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 256,825 4,431 SH   SOLE   0 0 4,431
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 264,768 4,200 SH   SOLE   0 0 4,200