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
3M CO COM 88579Y101   416,503 2,684 SH   SOLE   2,684 0 0
ABBOTT LABS COM 002824100   7,883,943 58,862 SH   SOLE   57,572 0 1,290
ABBVIE INC COM 00287Y109   1,523,765 6,581 SH   SOLE   6,581 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   4,753,108 19,275 SH   SOLE   18,997 0 278
AFLAC INC COM 001055102   821,330 7,353 SH   SOLE   7,353 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   5,275,839 63,305 SH   SOLE   61,630 0 1,675
ALPHABET INC CAP STK CL A 02079K305   27,598,508 113,527 SH   SOLE   109,418 0 4,109
ALPHABET INC CAP STK CL C 02079K107   4,092,916 16,805 SH   SOLE   16,805 0 0
AMAZON COM INC COM 023135106   27,280,312 124,244 SH   SOLE   122,139 0 2,105
AMERICAN ELEC PWR CO INC COM 025537101   6,908,037 61,405 SH   SOLE   58,973 0 2,432
AMERICAN EXPRESS CO COM 025816109   323,192 973 SH   SOLE   973 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   264,541 1,985 SH   SOLE   1,985 0 0
APPLE INC COM 037833100   36,622,953 143,828 SH   SOLE   141,429 0 2,399
APPLIED MATLS INC COM 038222105   1,251,576 6,113 SH   SOLE   6,113 0 0
AUTODESK INC COM 052769106   9,266,434 29,170 SH   SOLE   28,563 0 607
AUTOMATIC DATA PROCESSING IN COM 053015103   667,713 2,275 SH   SOLE   2,275 0 0
BANK AMERICA CORP COM 060505104   536,381 10,397 SH   SOLE   10,397 0 0
BANK MONTREAL QUE COM 063671101   595,112 4,569 SH   SOLE   4,569 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   14,329,800 19 SH   SOLE   18 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,236,708 12,405 SH   SOLE   12,214 0 191
BGC GROUP INC CL A 088929104   109,424 11,567 SH   SOLE   11,567 0 0
BILL HOLDINGS INC COM 090043100   667,846 12,608 SH   SOLE   12,608 0 0
BLACKROCK INC COM 09290D101   10,534,013 9,035 SH   SOLE   8,853 0 182
BOOKING HOLDINGS INC COM 09857L108   7,683,431 1,423 SH   SOLE   1,397 0 26
BROADCOM INC COM 11135F101   11,815,803 35,815 SH   SOLE   34,940 0 876
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201   528,307 19,359 SH   SOLE   19,359 0 0
CATERPILLAR INC COM 149123101   355,000 744 SH   SOLE   744 0 0
CHENIERE ENERGY INC COM NEW 16411R208   5,570,963 23,708 SH   SOLE   23,111 0 597
CHEVRON CORP NEW COM 166764100   9,741,815 62,733 SH   SOLE   61,110 0 1,623
CISCO SYS INC COM 17275R102   777,114 11,358 SH   SOLE   10,766 0 592
CME GROUP INC COM 12572Q105   10,297,286 38,111 SH   SOLE   37,145 0 967
COCA COLA CO COM 191216100   424,183 6,396 SH   SOLE   5,596 0 800
COEUR MNG INC COM NEW 192108504   356,440 19,000 SH   SOLE   19,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,431,490 3,707 SH   SOLE   3,707 0 0
COURSERA INC COM 22266M104   581,952 49,697 SH   SOLE   49,697 0 0
DANAHER CORPORATION COM 235851102   453,123 2,286 SH   SOLE   2,263 0 23
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   4,219,558 58,249 SH   SOLE   58,249 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   1,030,706 26,723 SH   SOLE   26,723 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   503,633 8,652 SH   SOLE   8,652 0 0
DISNEY WALT CO COM 254687106   7,396,507 64,598 SH   SOLE   63,434 0 1,164
DOORDASH INC CL A 25809K105   12,074,180 44,392 SH   SOLE   44,392 0 0
DOXIMITY INC CL A 26622P107   17,578,018 240,301 SH   SOLE   240,301 0 0
EA SERIES TRUST JLENS 500 JEWISH 02072Q846   909,864 32,387 SH   SOLE   32,387 0 0
EATON CORP PLC SHS G29183103   6,083,773 16,256 SH   SOLE   15,890 0 366
ECOLAB INC COM 278865100   8,821,824 32,213 SH   SOLE   31,693 0 520
ELI LILLY & CO COM 532457108   6,631,859 8,692 SH   SOLE   8,522 0 170
ENTERGY CORP NEW COM 29364G103   4,092,946 43,920 SH   SOLE   42,833 0 1,087
EXPENSIFY INC COM CL A 30219Q106   37,581 20,314 SH   SOLE   20,314 0 0
EXXON MOBIL CORP COM 30231G102   1,725,863 15,307 SH   SOLE   14,994 0 313
FAIR ISAAC CORP COM 303250104   224,480 150 SH   SOLE   150 0 0
FASTENAL CO COM 311900104   260,697 5,316 SH   SOLE   5,316 0 0
FIRST TR EXCHANGE-TRADED ALP COM SHS 33734K109   229,319 1,963 SH   SOLE   1,963 0 0
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755   336,239 10,061 SH   SOLE   10,061 0 0
GE AEROSPACE COM NEW 369604301   435,287 1,447 SH   SOLE   1,447 0 0
GE VERNOVA INC COM 36828A101   231,202 376 SH   SOLE   376 0 0
GILEAD SCIENCES INC COM 375558103   303,141 2,731 SH   SOLE   2,731 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   277,926 349 SH   SOLE   349 0 0
HERCULES CAPITAL INC COM 427096508   299,383 15,832 SH   SOLE   15,832 0 0
HOME DEPOT INC COM 437076102   2,662,301 6,571 SH   SOLE   6,571 0 0
HONEYWELL INTL INC COM 438516106   7,346,059 34,898 SH   SOLE   34,289 0 609
INTERNATIONAL BUSINESS MACHS COM 459200101   713,583 2,529 SH   SOLE   2,529 0 0
INTUIT COM 461202103   5,174,797 7,578 SH   SOLE   7,418 0 160
INTUITIVE SURGICAL INC COM NEW 46120E602   459,305 1,027 SH   SOLE   1,027 0 0
INVESCO EXCH TRADED FD TR II ESG NASDAQ 100 46138G540   3,419,520 82,732 SH   SOLE   82,732 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   285,918 1,157 SH   SOLE   1,157 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   79,085,421 131,728 SH   SOLE   123,416 0 8,312
ISHARES GOLD TR ISHARES NEW 464285204   485,303 6,669 SH   SOLE   6,669 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   4,795,969 110,455 SH   SOLE   107,903 0 2,552
ISHARES INC CORE MSCI EMKT 46434G103   252,020 3,823 SH   SOLE   3,823 0 0
ISHARES TR MSCI EAFE ETF 464287465   265,291,079 2,841,288 SH   SOLE   2,642,451 0 198,837
ISHARES TR CORE S&P MCP ETF 464287507   147,504,119 2,260,253 SH   SOLE   2,106,242 0 154,011
ISHARES TR RUSSELL 2000 ETF 464287655   140,973,454 582,631 SH   SOLE   547,083 0 35,549
ISHARES TR CORE US AGGBD ET 464287226   66,873,394 667,066 SH   SOLE   586,780 0 80,286
ISHARES TR CORE S&P500 ETF 464287200   50,559,401 75,541 SH   SOLE   39,052 0 36,489
ISHARES TR ESG AWR MSCI USA 46435G425   23,490,667 161,337 SH   SOLE   158,504 0 2,833
ISHARES TR ULTRA SHORT DUR 46434V878   15,963,963 314,561 SH   SOLE   314,561 0 0
ISHARES TR U.S. REAL ES ETF 464287739   15,304,774 157,651 SH   SOLE   152,315 0 5,336
ISHARES TR ESG AWARE MSCI 46435U663   13,591,849 301,505 SH   SOLE   290,999 0 10,506
ISHARES TR ESG AW MSCI EAFE 46435G516   11,718,387 126,031 SH   SOLE   124,463 0 1,568
ISHARES TR MSCI ACWI EX US 464288240   7,622,553 117,252 SH   SOLE   117,252 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   6,781,979 127,003 SH   SOLE   125,843 0 1,160
ISHARES TR MSCI ACWI ETF 464288257   5,812,439 42,046 SH   SOLE   42,046 0 0
ISHARES TR ESG AWR US AGRGT 46435U549   5,255,875 109,429 SH   SOLE   101,195 0 8,234
ISHARES TR NATIONAL MUN ETF 464288414   5,035,593 47,287 SH   SOLE   47,287 0 0
ISHARES TR RUS 1000 ETF 464287622   4,716,618 12,905 SH   SOLE   12,905 0 0
ISHARES TR CALIF MUN BD ETF 464288356   4,417,919 77,453 SH   SOLE   74,849 0 2,604
ISHARES TR RUSSELL 3000 ETF 464287689   3,714,522 9,802 SH   SOLE   9,802 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   2,875,239 8,984 SH   SOLE   8,984 0 0
ISHARES TR S&P 100 ETF 464287101   1,233,983 3,707 SH   SOLE   3,707 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   1,231,918 2,630 SH   SOLE   2,630 0 0
ISHARES TR CORE MSCI EAFE 46432F842   600,002 6,872 SH   SOLE   6,872 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   513,454 2,522 SH   SOLE   2,522 0 0
ISHARES TR EAFE SML CP ETF 464288273   431,409 5,623 SH   SOLE   5,623 0 0
ISHARES TR ESG OPTIMIZED 464288802   412,155 3,038 SH   SOLE   3,038 0 0
ISHARES TR SP SMCP600VL ETF 464287879   301,247 2,724 SH   SOLE   1,081 0 1,643
ISHARES TR US TREAS BD ETF 46429B267   298,918 12,929 SH   SOLE   265 0 12,664
ISHARES TR CORE S&P SCP ETF 464287804   286,031 2,407 SH   SOLE   2,407 0 0
ISHARES TR JPMORGAN USD EMG 464288281   283,476 2,978 SH   SOLE   2,978 0 0
ISHARES TR US REGNL BKS ETF 464288778   214,848 4,090 SH   SOLE   4,090 0 0
ISHARES TR SELECT DIVID ETF 464287168   213,150 1,500 SH   SOLE   1,500 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   211,864 1,755 SH   SOLE   1,755 0 0
ISHARES U S ETF TR SHORT DURATION B 46431W507   7,259,504 141,566 SH   SOLE   141,566 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   14,337,769 282,629 SH   SOLE   282,629 0 0
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647   1,165,655 23,096 SH   SOLE   23,096 0 0
JACOBS SOLUTIONS INC COM 46982L108   306,314 2,044 SH   SOLE   2,044 0 0
JOHNSON & JOHNSON COM 478160104   9,172,712 49,470 SH   SOLE   48,620 0 850
JPMORGAN CHASE & CO. COM 46625H100   25,059,967 79,447 SH   SOLE   77,561 0 1,886
KIMBERLY-CLARK CORP COM 494368103   5,070,958 40,783 SH   SOLE   39,903 0 880
KKR & CO INC COM 48251W104   309,411 2,381 SH   SOLE   2,381 0 0
LAM RESEARCH CORP COM NEW 512807306   571,084 4,265 SH   SOLE   4,265 0 0
LINDE PLC SHS G54950103   352,925 743 SH   SOLE   743 0 0
LOWES COS INC COM 548661107   839,627 3,341 SH   SOLE   3,341 0 0
MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695   3,991,524 374,791 SH   SOLE   358,141 0 16,650
MAPLEBEAR INC COM 565394103   256,033 6,965 SH   SOLE   6,965 0 0
MASTERCARD INCORPORATED CL A 57636Q104   751,593 1,321 SH   SOLE   1,321 0 0
MCDONALDS CORP COM 580135101   595,624 1,960 SH   SOLE   1,960 0 0
META PLATFORMS INC CL A 30303M102   24,908,578 33,918 SH   SOLE   33,528 0 390
MICROSOFT CORP COM 594918104   34,617,558 66,836 SH   SOLE   64,924 0 1,911
NETFLIX INC COM 64110L106   531,122 443 SH   SOLE   443 0 0
NEW YORK TIMES CO CL A 650111107   253,536 4,417 SH   SOLE   4,417 0 0
NEWMONT CORP COM 651639106   4,367,212 51,799 SH   SOLE   50,507 0 1,293
NEXTERA ENERGY INC COM 65339F101   235,906 3,125 SH   SOLE   3,125 0 0
NORTHROP GRUMMAN CORP COM 666807102   205,341 337 SH   SOLE   337 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   941,292 58,794 SH   SOLE   58,794 0 0
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   450,311 11,970 SH   SOLE   11,970 0 0
NVIDIA CORPORATION COM 67066G104   44,102,494 236,373 SH   SOLE   231,613 0 4,760
OPENDOOR TECHNOLOGIES INC COM 683712103   95,640 12,000 SH   SOLE   12,000 0 0
ORACLE CORP COM 68389X105   796,647 2,833 SH   SOLE   2,833 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,137,936 6,238 SH   SOLE   6,238 0 0
PALO ALTO NETWORKS INC COM 697435105   8,543,895 41,960 SH   SOLE   41,082 0 878
PARKER-HANNIFIN CORP COM 701094104   11,916,981 15,719 SH   SOLE   15,419 0 300
PEPSICO INC COM 713448108   453,200 3,227 SH   SOLE   3,227 0 0
PGIM ETF TR PGIM ULTRA SH BD 69344A107   14,254,768 286,068 SH   SOLE   286,068 0 0
PHILIP MORRIS INTL INC COM 718172109   290,662 1,792 SH   SOLE   1,092 0 700
PIMCO ETF TR ACTIVE BD ETF 72201R775   49,659,683 531,973 SH   SOLE   465,741 0 66,232
PIMCO ETF TR INTER MUN BD ACT 72201R866   3,472,333 66,418 SH   SOLE   63,921 0 2,497
PIMCO ETF TR ENHNCD LW DUR AC 72201R718   1,253,442 13,037 SH   SOLE   13,037 0 0
PROCTER AND GAMBLE CO COM 742718109   8,165,057 53,141 SH   SOLE   51,781 0 1,359
PROGRESSIVE CORP COM 743315103   1,964,240 7,954 SH   SOLE   7,954 0 0
PROLOGIS INC. COM 74340W103   4,736,457 41,359 SH   SOLE   40,471 0 888
QUANTA SVCS INC COM 74762E102   5,097,366 12,300 SH   SOLE   12,035 0 265
REALTY INCOME CORP COM 756109104   211,671 3,482 SH   SOLE   3,482 0 0
REDWOOD TRUST INC COM 758075402   75,270 13,000 SH   SOLE   13,000 0 0
ROBLOX CORP CL A 771049103   225,234 1,626 SH   SOLE   1,626 0 0
RTX CORPORATION COM 75513E101   528,595 3,159 SH   SOLE   3,105 0 54
S&P GLOBAL INC COM 78409V104   300,787 618 SH   SOLE   618 0 0
SALESFORCE INC COM 79466L302   7,065,889 29,814 SH   SOLE   29,255 0 559
SCHWAB CHARLES CORP COM 808513105   548,762 5,748 SH   SOLE   5,748 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   4,841,155 198,408 SH   SOLE   198,408 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   4,209,580 159,817 SH   SOLE   159,817 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   3,061,204 131,495 SH   SOLE   131,495 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   905,376 19,894 SH   SOLE   19,894 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   793,939 23,792 SH   SOLE   23,792 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   667,154 25,367 SH   SOLE   25,367 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763   235,524 7,559 SH   SOLE   7,559 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,707,339 12,268 SH   SOLE   12,268 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,685,805 5,981 SH   SOLE   5,981 0 0
SNOWFLAKE INC COM SHS 833445109   6,325,663 28,046 SH   SOLE   27,458 0 588
SPDR GOLD TR GOLD SHS 78463V107   956,214 2,690 SH   SOLE   2,565 0 125
SPDR S&P 500 ETF TR TR UNIT 78462F103   232,334,056 348,756 SH   SOLE   336,795 0 11,961
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   7,116,290 11,939 SH   SOLE   11,790 0 149
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854   131,042,022 1,672,735 SH   SOLE   1,640,524 0 32,211
SPDR SERIES TRUST PORTFOLIO S&P600 78468R853   506,046 10,925 SH   SOLE   10,925 0 0
STARBUCKS CORP COM 855244109   228,412 2,700 SH   SOLE   2,700 0 0
STRYKER CORPORATION COM 863667101   8,610,850 23,293 SH   SOLE   22,763 0 530
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   339,337 1,215 SH   SOLE   1,154 0 61
TARGET CORP COM 87612E106   3,053,461 34,041 SH   SOLE   33,185 0 856
TESLA INC COM 88160R101   8,236,886 18,522 SH   SOLE   18,195 0 327
TEXAS INSTRS INC COM 882508104   244,728 1,332 SH   SOLE   1,332 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   209,529 432 SH   SOLE   432 0 0
TJX COS INC NEW COM 872540109   12,525,392 86,657 SH   SOLE   84,836 0 1,821
UBER TECHNOLOGIES INC COM 90353T100   590,661 6,029 SH   SOLE   6,029 0 0
UNION PAC CORP COM 907818108   518,123 2,192 SH   SOLE   2,192 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   10,789,680 136,734 SH   SOLE   136,734 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   550,623 7,404 SH   SOLE   7,404 0 0
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605   958,989 9,612 SH   SOLE   8,372 0 1,240
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   304,979,971 498,024 SH   SOLE   448,330 0 49,694
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   148,392,050 1,623,190 SH   SOLE   1,587,304 0 35,886
VANGUARD INDEX FDS SML CP GRW ETF 922908595   90,987,195 305,716 SH   SOLE   283,848 0 21,868
VANGUARD INDEX FDS SMALL CP ETF 922908751   9,225,869 36,282 SH   SOLE   36,282 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   6,851,476 20,878 SH   SOLE   19,933 0 945
VANGUARD INDEX FDS MID CAP ETF 922908629   2,499,434 8,509 SH   SOLE   8,509 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   2,443,793 7,938 SH   SOLE   7,938 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   170,331,514 3,143,808 SH   SOLE   2,941,337 0 202,471
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,606,220 22,506 SH   SOLE   22,506 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   67,764,388 1,128,842 SH   SOLE   1,057,198 0 71,644
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   6,089,547 76,186 SH   SOLE   76,186 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   1,042,126 17,708 SH   SOLE   17,708 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,741,581 8,071 SH   SOLE   8,071 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   224,578 3,057 SH   SOLE   3,057 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   19,648,960 327,920 SH   SOLE   303,497 0 24,423
VANGUARD WORLD FD INF TECH ETF 92204A702   356,143 477 SH   SOLE   477 0 0
VEEVA SYS INC CL A COM 922475108   15,750,204 52,869 SH   SOLE   52,869 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,634,171 6,726 SH   SOLE   6,562 0 164
VISA INC COM CL A 92826C839   16,597,277 48,618 SH   SOLE   47,561 0 1,057
WASTE MGMT INC DEL COM 94106L109   7,175,254 32,492 SH   SOLE   31,818 0 674
WELLS FARGO CO NEW COM 949746101   418,849 4,997 SH   SOLE   4,997 0 0
WYNN RESORTS LTD COM 983134107   6,578,344 51,285 SH   SOLE   50,194 0 1,091
ZOOM COMMUNICATIONS INC CL A 98980L101   10,751,565 130,322 SH   SOLE   130,322 0 0