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
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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
ABBOTT LABS COM 002824100   6,645,932 68,621 SH   SOLE   66,626 0 1,995
ABBVIE INC COM 00287Y109   824,898 5,534 SH   SOLE   5,534 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,494,655 8,123 SH   SOLE   8,123 0 0
ADOBE INC COM 00724F101   10,572,777 20,735 SH   SOLE   20,127 0 608
AFLAC INC COM 001055102   603,562 7,864 SH   SOLE   7,864 0 0
ALBEMARLE CORP COM 012653101   3,379,990 19,878 SH   SOLE   19,531 0 347
ALPHABET INC CAP STK CL A 02079K305   20,867,100 159,461 SH   SOLE   153,716 0 5,745
ALPHABET INC CAP STK CL C 02079K107   1,895,167 14,374 SH   SOLE   14,374 0 0
AMAZON COM INC COM 023135106   14,589,412 114,769 SH   SOLE   111,760 0 3,009
AMERICAN TOWER CORP NEW COM 03027X100   2,574,596 15,656 SH   SOLE   15,404 0 252
APPLE INC COM 037833100   26,926,680 157,273 SH   SOLE   153,677 0 3,596
ARISTA NETWORKS INC COM 040413106   597,773 3,250 SH   SOLE   3,250 0 0
AUTODESK INC COM 052769106   6,227,577 30,098 SH   SOLE   29,210 0 888
AUTOMATIC DATA PROCESSING IN COM 053015103   528,073 2,195 SH   SOLE   2,195 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,599,622 4,566 SH   SOLE   4,566 0 0
BLACKROCK INC COM 09247X101   6,390,108 9,884 SH   SOLE   9,624 0 260
BOEING CO COM 097023105   7,195,667 37,540 SH   SOLE   36,309 0 1,231
BOOKING HOLDINGS INC COM 09857L108   4,724,611 1,532 SH   SOLE   1,490 0 42
BRISTOL-MYERS SQUIBB CO COM 110122108   352,941 6,081 SH   SOLE   5,381 0 700
BRUKER CORP COM 116794108   249,948 4,012 SH   SOLE   4,012 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,887,372 23,424 SH   SOLE   22,669 0 755
CHEVRON CORP NEW COM 166764100   10,381,938 61,570 SH   SOLE   59,484 0 2,086
CISCO SYS INC COM 17275R102   762,693 14,187 SH   SOLE   13,595 0 592
CME GROUP INC COM 12572Q105   9,099,604 45,448 SH   SOLE   43,974 0 1,474
COCA COLA CO COM 191216100   359,168 6,416 SH   SOLE   5,616 0 800
CONSTELLATION BRANDS INC CL A 21036P108   3,960,925 15,760 SH   SOLE   15,412 0 348
COSTCO WHSL CORP NEW COM 22160K105   2,163,341 3,829 SH   SOLE   3,829 0 0
CVS HEALTH CORP COM 126650100   5,612,229 80,381 SH   SOLE   77,432 0 2,949
DANAHER CORPORATION COM 235851102   7,597,239 30,622 SH   SOLE   29,595 0 1,027
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   3,532,726 75,891 SH   SOLE   75,891 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   460,007 10,068 SH   SOLE   10,068 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   373,769 14,266 SH   SOLE   14,266 0 0
DISNEY WALT CO COM 254687106   5,000,305 61,694 SH   SOLE   60,071 0 1,623
DOLLAR GEN CORP NEW COM 256677105   892,229 8,433 SH   SOLE   8,433 0 0
DOORDASH INC CL A 25809K105   3,927,090 49,416 SH   SOLE   49,416 0 0
ECOLAB INC COM 278865100   6,408,111 37,828 SH   SOLE   37,061 0 767
ENPHASE ENERGY INC COM 29355A107   3,221,942 26,816 SH   SOLE   26,277 0 539
EXPENSIFY INC COM CL A 30219Q106   88,364 27,189 SH   SOLE   27,189 0 0
EXXON MOBIL CORP COM 30231G102   680,904 5,791 SH   SOLE   5,458 0 333
FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109   247,274 3,049 SH   SOLE   3,049 0 0
FIVE9 INC COM 338307101   207,303 3,224 SH   SOLE   3,224 0 0
HERCULES CAPITAL INC COM 427096508   892,394 54,348 SH   SOLE   54,348 0 0
HERSHEY CO COM 427866108   4,578,923 22,885 SH   SOLE   22,205 0 681
HOME DEPOT INC COM 437076102   1,977,486 6,545 SH   SOLE   6,545 0 0
HONEYWELL INTL INC COM 438516106   6,764,466 36,616 SH   SOLE   35,764 0 852
INTERNATIONAL BUSINESS MACHS COM 459200101   361,693 2,578 SH   SOLE   2,578 0 0
INTUIT COM 461202103   521,159 1,020 SH   SOLE   1,020 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   272,854 762 SH   SOLE   762 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   4,357,937 143,921 SH   SOLE   139,569 0 4,352
ISHARES TR MSCI EAFE ETF 464287465   184,731,356 2,680,374 SH   SOLE   2,469,465 0 210,908
ISHARES TR RUSSELL 2000 ETF 464287655   110,547,143 625,479 SH   SOLE   573,064 0 52,415
ISHARES TR CORE S&P MCP ETF 464287507   109,989,080 441,103 SH   SOLE   401,597 0 39,506
ISHARES TR CORE US AGGBD ET 464287226   53,167,992 565,376 SH   SOLE   486,111 0 79,265
ISHARES TR CORE S&P500 ETF 464287200   40,069,106 93,308 SH   SOLE   45,072 0 48,236
ISHARES TR 20 YR TR BD ETF 464287432   31,596,288 356,255 SH   SOLE   346,024 0 10,231
ISHARES TR US TREAS BD ETF 46429B267   26,461,779 1,200,625 SH   SOLE   1,171,466 0 29,159
ISHARES TR ESG AWR MSCI USA 46435G425   15,281,599 162,726 SH   SOLE   162,726 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   12,158,220 320,375 SH   SOLE   318,758 0 1,617
ISHARES TR BLACKROCK ULTRA 46434V878   10,514,256 208,699 SH   SOLE   181,131 0 27,568
ISHARES TR ESG AWARE MSCI 46435U663   9,613,640 285,695 SH   SOLE   280,844 0 4,851
ISHARES TR ESG AW MSCI EAFE 46435G516   7,619,389 110,218 SH   SOLE   110,218 0 0
ISHARES TR NATIONAL MUN ETF 464288414   6,276,678 61,212 SH   SOLE   61,212 0 0
ISHARES TR MSCI ACWI EX US 464288240   5,058,887 107,613 SH   SOLE   107,613 0 0
ISHARES TR MSCI ACWI ETF 464288257   4,101,043 44,398 SH   SOLE   44,398 0 0
ISHARES TR RUS 1000 ETF 464287622   2,749,323 11,704 SH   SOLE   11,704 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   2,749,225 11,219 SH   SOLE   11,219 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   2,624,178 179,492 SH   SOLE   175,974 0 3,518
ISHARES TR SHRT NAT MUN ETF 464288158   1,741,076 16,927 SH   SOLE   16,927 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   1,483,201 6,617 SH   SOLE   6,454 0 163
ISHARES TR S&P 100 ETF 464287101   825,232 4,113 SH   SOLE   4,113 0 0
ISHARES TR U.S. REAL ES ETF 464287739   813,594 10,412 SH   SOLE   10,412 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   731,473 2,750 SH   SOLE   2,750 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   486,279 3,203 SH   SOLE   3,203 0 0
ISHARES TR ESG AWR US AGRGT 46435U549   365,118 8,060 SH   SOLE   8,060 0 0
ISHARES TR JPMORGAN USD EMG 464288281   338,827 4,106 SH   SOLE   4,106 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   288,989 4,551 SH   SOLE   4,551 0 0
ISHARES TR MSCI INTL VLU FT 46435G409   284,083 11,202 SH   SOLE   11,202 0 0
ISHARES TR MSCI USA ESG SLC 464288802   279,840 3,110 SH   SOLE   3,110 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   200,803 1,481 SH   SOLE   1,481 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   6,376,222 127,067 SH   SOLE   126,885 0 182
JACOBS SOLUTIONS INC COM 46982L108   278,733 2,042 SH   SOLE   2,042 0 0
JOHNSON & JOHNSON COM 478160104   9,079,798 58,297 SH   SOLE   56,912 0 1,385
JPMORGAN CHASE & CO COM 46625H100   13,366,905 92,173 SH   SOLE   89,703 0 2,470
KEYSIGHT TECHNOLOGIES INC COM 49338L103   3,554,905 26,868 SH   SOLE   26,145 0 723
LINDE PLC SHS G54950103   280,380 753 SH   SOLE   753 0 0
LOWES COS INC COM 548661107   345,430 1,662 SH   SOLE   1,662 0 0
MASTERCARD INCORPORATED CL A 57636Q104   401,984 1,015 SH   SOLE   1,015 0 0
MCDONALDS CORP COM 580135101   576,072 2,187 SH   SOLE   2,187 0 0
MERCK & CO INC COM 58933Y105   382,622 3,717 SH   SOLE   3,717 0 0
META PLATFORMS INC CL A 30303M102   7,703,389 25,660 SH   SOLE   25,078 0 582
META PLATFORMS INC CL A 30303M102   5,152,504 17,163 SH   OTR   17,163 0 0
MICROSOFT CORP COM 594918104   19,929,120 63,117 SH   SOLE   60,648 0 2,468
MONDELEZ INTL INC CL A 609207105   7,032,892 101,338 SH   SOLE   97,549 0 3,789
NU HLDGS LTD ORD SHS CL A G6683N103   83,614 11,533 SH   SOLE   11,533 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   1,107,903 31,818 SH   SOLE   31,818 0 0
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   377,562 13,820 SH   SOLE   13,820 0 0
NUSHARES ETF TR NUVEEN ESG US 67092P870   239,147 11,334 SH   SOLE   11,334 0 0
NVIDIA CORPORATION COM 67066G104   13,828,458 31,790 SH   SOLE   30,984 0 806
ORACLE CORP COM 68389X105   606,034 5,722 SH   SOLE   5,722 0 0
PALO ALTO NETWORKS INC COM 697435105   4,990,993 21,289 SH   SOLE   20,674 0 615
PARKER-HANNIFIN CORP COM 701094104   7,735,283 19,859 SH   SOLE   19,338 0 521
PEPSICO INC COM 713448108   546,952 3,228 SH   SOLE   3,228 0 0
PFIZER INC COM 717081103   251,163 7,572 SH   SOLE   5,572 0 2,000
PIMCO ETF TR INTER MUN BD ACT 72201R866   876,125 17,498 SH   SOLE   17,498 0 0
PROCTER AND GAMBLE CO COM 742718109   8,088,275 55,452 SH   SOLE   53,724 0 1,728
PROGRESSIVE CORP COM 743315103   1,091,694 7,837 SH   SOLE   7,837 0 0
ROPER TECHNOLOGIES INC COM 776696106   200,008 413 SH   SOLE   413 0 0
RTX CORPORATION COM 75513E101   325,448 4,522 SH   SOLE   4,468 0 54
SALESFORCE INC COM 79466L302   7,963,982 39,274 SH   SOLE   38,198 0 1,076
SCHWAB CHARLES CORP COM 808513105   315,565 5,748 SH   SOLE   5,748 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,833,296 55,994 SH   SOLE   55,994 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,182,134 64,256 SH   SOLE   64,256 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   744,702 31,107 SH   SOLE   31,107 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   582,500 18,062 SH   SOLE   18,062 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,914,494 14,871 SH   SOLE   14,871 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,162,545 7,092 SH   SOLE   7,092 0 0
SHOPIFY INC CL A 82509L107   371,131 6,801 SH   SOLE   6,801 0 0
SOUNDHOUND AI INC CLASS A COM 836100107   97,636 48,575 SH   SOLE   48,575 0 0
SPDR GOLD TR GOLD SHS 78463V107   501,663 2,926 SH   SOLE   2,657 0 269
SPDR S&P 500 ETF TR TR UNIT 78462F103   304,519,897 712,361 SH   SOLE   685,608 0 26,753
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   5,428,757 11,888 SH   SOLE   11,739 0 149
SPDR SER TR PORTFOLIO S&P600 78468R853   494,681 13,406 SH   SOLE   13,406 0 0
STARBUCKS CORP COM 855244109   309,885 3,395 SH   SOLE   3,395 0 0
STRYKER CORPORATION COM 863667101   7,171,726 26,244 SH   SOLE   25,437 0 808
SYNOPSYS INC COM 871607107   241,418 526 SH   SOLE   526 0 0
TARGET CORP COM 87612E106   223,904 2,025 SH   SOLE   2,025 0 0
TESLA INC COM 88160R101   5,943,726 23,754 SH   SOLE   23,232 0 522
TEXAS INSTRS INC COM 882508104   232,632 1,463 SH   SOLE   1,463 0 0
TJX COS INC NEW COM 872540109   8,763,813 98,603 SH   SOLE   96,062 0 2,541
TURTLE BEACH CORP COM NEW 900450206   190,230 20,962 SH   SOLE   20,962 0 0
UBER TECHNOLOGIES INC COM 90353T100   515,272 11,204 SH   SOLE   11,204 0 0
UNION PAC CORP COM 907818108   510,042 2,505 SH   SOLE   2,505 0 0
UNITED PARCEL SERVICE INC CL B 911312106   6,278,486 40,280 SH   SOLE   38,988 0 1,292
UNITEDHEALTH GROUP INC COM 91324P102   1,471,487 2,919 SH   SOLE   2,919 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   17,452,112 241,351 SH   SOLE   194,540 0 46,812
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   170,648,327 434,551 SH   SOLE   369,130 0 65,421
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   67,584,211 893,262 SH   SOLE   868,526 0 24,736
VANGUARD INDEX FDS MID CAP ETF 922908629   6,471,683 31,078 SH   SOLE   31,078 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   5,637,500 29,817 SH   SOLE   29,817 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,728,227 22,260 SH   SOLE   22,260 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   1,822,886 8,511 SH   SOLE   8,511 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   722,096 3,690 SH   SOLE   3,690 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   115,796,570 2,953,241 SH   SOLE   2,700,345 0 252,896
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,017,262 19,612 SH   SOLE   19,612 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   36,546,569 658,378 SH   SOLE   559,557 0 98,821
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   14,982,615 260,115 SH   SOLE   229,548 0 30,567
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,065,617 6,858 SH   SOLE   6,858 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   14,660,040 335,317 SH   SOLE   287,019 0 48,298
VERALTO CORP COM SHS 92338C103   855,630 10,119 SH   SOLE   9,778 0 341
VISA INC COM CL A 92826C839   14,454,926 62,845 SH   SOLE   61,060 0 1,785
WASTE MGMT INC DEL COM 94106L109   9,189,790 60,285 SH   SOLE   58,746 0 1,539
WELLS FARGO CO NEW COM 949746101   274,497 6,718 SH   SOLE   6,718 0 0
ZOETIS INC CL A 98978V103   3,981,231 22,883 SH   SOLE   22,237 0 646