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
ABBOTT LABS COM 002824100 7,849 65,498 SH   SOLE   63,279 0 2,219
ABBVIE INC COM 00287Y109 688 6,353 SH   SOLE   6,353 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,097 7,591 SH   SOLE   7,591 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 296 622 SH   SOLE   622 0 0
AFLAC INC COM 001055102 406 7,936 SH   SOLE   7,936 0 0
ALPHABET INC CAP STK CL A 02079K305 14,749 7,151 SH   SOLE   6,983 0 168
ALPHABET INC CAP STK CL C 02079K107 1,566 757 SH   SOLE   757 0 0
ALTRIA GROUP INC COM 02209S103 247 4,822 SH   SOLE   4,822 0 0
AMAZON COM INC COM 023135106 18,693 6,041 SH   SOLE   5,874 0 167
AMERICAN TOWER CORP NEW COM 03027X100 3,513 14,697 SH   SOLE   14,183 0 514
APPLE INC COM 037833100 22,643 185,368 SH   SOLE   180,883 0 4,485
ATRECA INC CL A COM 04965G109 192 12,500 SH   SOLE   12,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 821 3,212 SH   SOLE   3,212 0 0
BLACKROCK INC COM 09247X101 7,127 9,453 SH   SOLE   9,125 0 328
BOEING CO COM 097023105 4,952 19,441 SH   SOLE   18,752 0 689
BOOKING HOLDINGS INC COM 09857L108 6,815 2,925 SH   SOLE   2,835 0 90
BRISTOL-MYERS SQUIBB CO COM 110122108 230 3,640 SH   SOLE   2,940 0 700
CATERPILLAR INC COM 149123101 205 885 SH   SOLE   885 0 0
CHEVRON CORP NEW COM 166764100 6,085 58,065 SH   SOLE   56,117 0 1,948
CHUBB LIMITED COM H1467J104 5,948 37,656 SH   SOLE   36,561 0 1,095
CISCO SYS INC COM 17275R102 1,284 24,829 SH   SOLE   24,237 0 592
CLOROX CO DEL COM 189054109 230 1,194 SH   SOLE   1,194 0 0
CME GROUP INC COM 12572Q105 8,434 41,299 SH   SOLE   39,606 0 1,693
CONSTELLATION BRANDS INC CL A 21036P108 3,102 13,607 SH   SOLE   13,275 0 332
COSTCO WHSL CORP NEW COM 22160K105 1,449 4,110 SH   SOLE   4,110 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 597 4,898 SH   SOLE   4,898 0 0
CVS HEALTH CORP COM 126650100 5,549 73,758 SH   SOLE   70,965 0 2,793
DANAHER CORPORATION COM 235851102 7,546 33,527 SH   SOLE   32,458 0 1,069
DISNEY WALT CO COM 254687106 9,340 50,618 SH   SOLE   49,133 0 1,485
DOLLAR GEN CORP NEW COM 256677105 1,718 8,479 SH   SOLE   8,479 0 0
ECOLAB INC COM 278865100 7,649 35,729 SH   SOLE   34,743 0 986
ETSY INC COM 29786A106 313 1,550 SH   SOLE   1,550 0 0
EXXON MOBIL CORP COM 30231G102 275 4,933 SH   SOLE   4,697 0 236
FACEBOOK INC CL A 30303M102 10,944 37,156 SH   SOLE   36,389 0 767
FIDELITY NATL INFORMATION SV COM 31620M106 5,653 40,202 SH   SOLE   39,133 0 1,069
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 280 1,284 SH   SOLE   1,284 0 0
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 297 3,714 SH   SOLE   3,714 0 0
FISERV INC COM 337738108 924 7,758 SH   SOLE   7,758 0 0
FIVE9 INC COM 338307101 504 3,224 SH   SOLE   3,224 0 0
GENERAL ELECTRIC CO COM 369604103 4,098 312,086 SH   SOLE   300,190 0 11,896
GILEAD SCIENCES INC COM 375558103 2,047 31,668 SH   SOLE   29,986 0 1,682
HERSHEY CO COM 427866108 3,954 24,997 SH   SOLE   24,151 0 846
HOLOGIC INC COM 436440101 261 3,509 SH   SOLE   3,509 0 0
HOME DEPOT INC COM 437076102 1,567 5,134 SH   SOLE   5,134 0 0
HONEYWELL INTL INC COM 438516106 7,384 34,018 SH   SOLE   33,075 0 943
INTEL CORP COM 458140100 8,922 139,412 SH   SOLE   135,200 0 4,212
INTERNATIONAL BUSINESS MACHS COM 459200101 320 2,400 SH   SOLE   2,400 0 0
INTUIT COM 461202103 663 1,732 SH   SOLE   1,732 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 918 2,878 SH   SOLE   2,878 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 2,756 63,636 SH   SOLE   63,636 0 0
ISHARES TR CORE S&P MCP ETF 464287507 83,458 320,647 SH   SOLE   311,074 0 9,573
ISHARES TR CORE S&P500 ETF 464287200 33,005 82,965 SH   SOLE   82,965 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 215 3,299 SH   SOLE   3,299 0 0
ISHARES TR RUS 1000 ETF 464287622 2,339 10,450 SH   SOLE   10,450 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 441 2,912 SH   SOLE   2,912 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 615 2,531 SH   SOLE   2,531 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 97,461 441,118 SH   SOLE   426,905 0 14,213
ISHARES TR RUS 2000 VAL ETF 464287630 229 1,436 SH   SOLE   1,436 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 3,655 15,406 SH   SOLE   15,406 0 0
ISHARES TR CORE S&P US VLU 464287663 57,810 839,036 SH   SOLE   811,721 0 27,315
ISHARES TR RUS 2000 GRW ETF 464287648 2,088 6,942 SH   SOLE   6,942 0 0
ISHARES TR MSCI EAFE ETF 464287465 131,198 1,729,247 SH   SOLE   1,680,910 0 48,337
ISHARES TR MSCI EMG MKT ETF 464287234 1,495 28,034 SH   SOLE   28,034 0 0
ISHARES TR S&P 100 ETF 464287101 17,052 94,824 SH   SOLE   93,824 0 999
ISHARES TR CORE US AGGBD ET 464287226 25,316 222,402 SH   SOLE   221,768 0 634
ISHARES TR MBS ETF 464288588 214 1,970 SH   SOLE   1,970 0 0
ISHARES TR NATIONAL MUN ETF 464288414 2,126 18,323 SH   SOLE   11,041 0 7,282
ISHARES TR MSCI ACWI EX US 464288240 3,597 65,183 SH   SOLE   65,183 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 3,668 150,930 SH   SOLE   149,251 0 1,679
ISHARES TR BLACKROCK ULTRA 46434V878 27,500 544,334 SH   SOLE   544,334 0 0
ISHARES TR MSCI INTL VLU FT 46435G409 369 14,571 SH   SOLE   14,514 0 57
ISHARES TR ESG AW MSCI EAFE 46435G516 4,347 57,275 SH   SOLE   57,275 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 3,899 42,905 SH   SOLE   42,905 0 0
ISHARES TR ESG AWARE MSCI 46435U663 3,494 90,662 SH   SOLE   90,662 0 0
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 17,057 339,852 SH   SOLE   339,852 0 0
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 12,386 244,036 SH   SOLE   244,036 0 0
JACOBS ENGR GROUP INC COM 469814107 264 2,042 SH   SOLE   2,042 0 0
JOHNSON & JOHNSON COM 478160104 8,645 52,601 SH   SOLE   51,313 0 1,288
JPMORGAN CHASE & CO COM 46625H100 12,832 84,292 SH   SOLE   81,590 0 2,702
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,955 27,578 SH   SOLE   26,521 0 1,057
LOWES COS INC COM 548661107 226 1,187 SH   SOLE   1,187 0 0
MCDONALDS CORP COM 580135101 384 1,712 SH   SOLE   1,712 0 0
MERCK & CO. INC COM 58933Y105 2,783 36,106 SH   SOLE   35,030 0 1,076
MICROSOFT CORP COM 594918104 15,161 64,305 SH   SOLE   61,801 0 2,504
MONDELEZ INTL INC CL A 609207105 5,201 88,853 SH   SOLE   84,801 0 4,052
MOODYS CORP COM 615369105 242 810 SH   SOLE   810 0 0
NEW YORK TIMES CO CL A 650111107 246 4,865 SH   SOLE   4,865 0 0
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1,697 46,865 SH   SOLE   46,092 0 773
NVIDIA CORPORATION COM 67066G104 7,006 13,122 SH   SOLE   12,704 0 418
OKTA INC CL A 679295105 314 1,423 SH   SOLE   1,423 0 0
ONCTERNAL THERAPEUTICS INC COM 68236P107 83 10,000 SH   SOLE   10,000 0 0
ORACLE CORP COM 68389X105 710 10,123 SH   SOLE   10,123 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 370 15,901 SH   SOLE   15,901 0 0
PARKER-HANNIFIN CORP COM 701094104 7,828 24,817 SH   SOLE   23,957 0 860
PAYPAL HLDGS INC COM 70450Y103 6,089 25,075 SH   SOLE   24,344 0 731
PEPSICO INC COM 713448108 354 2,504 SH   SOLE   2,504 0 0
PFIZER INC COM 717081103 5,417 149,523 SH   SOLE   141,426 0 8,097
PHILIP MORRIS INTL INC COM 718172109 293 3,298 SH   SOLE   2,598 0 700
PROCTER AND GAMBLE CO COM 742718109 7,228 53,368 SH   SOLE   51,385 0 1,983
PROGRESSIVE CORP COM 743315103 927 9,698 SH   SOLE   9,698 0 0
REALTY INCOME CORP COM 756109104 225 3,541 SH   SOLE   3,541 0 0
ROKU INC COM CL A 77543R102 432 1,325 SH   SOLE   1,325 0 0
S&P GLOBAL INC COM 78409V104 224 636 SH   SOLE   636 0 0
SALESFORCE COM INC COM 79466L302 8,119 38,322 SH   SOLE   37,258 0 1,064
SCHWAB CHARLES CORP COM 808513105 392 6,018 SH   SOLE   6,018 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,029 7,746 SH   SOLE   7,746 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,820 15,588 SH   SOLE   15,588 0 0
SHERWIN WILLIAMS CO COM 824348106 6,536 8,856 SH   SOLE   8,535 0 321
SNAP INC CL A 83304A106 390 7,453 SH   SOLE   7,453 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 302,755 763,897 SH   SOLE   739,190 0 24,707
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5,380 11,300 SH   SOLE   11,151 0 149
SPDR SER TR S&P 600 SML CAP 78464A813 721 7,676 SH   SOLE   7,676 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 237 2,418 SH   SOLE   2,418 0 0
SPIRIT RLTY CAP INC NEW NOTE 3.750% 5/1 84860WAB8 18 18,000 PRN   SOLE   18,000 0 0
SQUARE INC CL A 852234103 399 1,756 SH   SOLE   1,756 0 0
SYSCO CORP COM 871829107 291 3,696 SH   SOLE   3,696 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 210 1,775 SH   SOLE   1,775 0 0
TESLA INC COM 88160R101 1,034 1,548 SH   SOLE   1,548 0 0
TJX COS INC NEW COM 872540109 6,483 98,005 SH   SOLE   95,270 0 2,735
UNION PAC CORP COM 907818108 531 2,411 SH   SOLE   2,411 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,116 41,861 SH   SOLE   40,539 0 1,322
UNITEDHEALTH GROUP INC COM 91324P102 1,206 3,242 SH   SOLE   3,242 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 31,444 354,381 SH   SOLE   348,301 0 6,080
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 218 2,571 SH   SOLE   2,571 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,748 22,970 SH   SOLE   22,970 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 6,115 27,629 SH   SOLE   27,629 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 37,327 406,342 SH   SOLE   394,813 0 11,529
VANGUARD INDEX FDS SMALL CP ETF 922908751 5,784 27,017 SH   SOLE   27,017 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 2,276 8,853 SH   SOLE   8,853 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 693 3,741 SH   SOLE   3,741 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 138,423 379,969 SH   SOLE   377,851 0 2,118
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 107,083 2,057,303 SH   SOLE   2,001,013 0 56,290
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,313 21,640 SH   SOLE   21,640 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,047 7,119 SH   SOLE   7,119 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3,403 69,294 SH   SOLE   69,294 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 291 5,006 SH   SOLE   4,160 0 846
VISA INC COM CL A 92826C839 13,788 65,120 SH   SOLE   63,160 0 1,960
WASTE MGMT INC DEL COM 94106L109 10,432 80,856 SH   SOLE   78,284 0 2,572
WELLS FARGO CO NEW COM 949746101 221 5,663 SH   SOLE   5,663 0 0
WISDOMTREE TR US DIVID EX FNCL 97717W406 210 2,232 SH   SOLE   2,232 0 0