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   689 4,192 SH   OTR 4 5 0 0 4,192
ABBOTT LABS COM 002824100   216 2,580 SH   OTR 5 0 0 2,580
ABBOTT LABS COM 002824100   1 16 SH   SOLE 16 0 0
ABBVIE INC COM 00287Y109   210 2,780 SH   OTR 5 0 0 2,780
ADOBE INC COM 00724F101   388 1,403 SH   OTR 5 0 0 1,403
ADOBE INC COM 00724F101   9 33 SH   SOLE 33 0 0
ALPHABET INC CAP STK CL A 02079K305   753 617 SH   OTR 5 0 0 617
ALPHABET INC CAP STK CL A 02079K305   20 16 SH   SOLE 16 0 0
ALPHABET INC CAP STK CL C 02079K107   410 336 SH   OTR 5 0 0 336
AMAZON COM INC COM 023135106   9 5 SH   SOLE 5 0 0
AMAZON COM INC COM 023135106   1,113 641 SH   OTR 5 0 0 641
AMERICAN TOWER CORP NEW COM 03027X100   276 1,247 SH   OTR 5 0 0 1,247
AMGEN INC COM 031162100   209 1,081 SH   OTR 5 0 0 1,081
AMGEN INC COM 031162100   19 96 SH   SOLE 96 0 0
APPLE INC COM 037833100   21 94 SH   SOLE 94 0 0
APPLE INC COM 037833100   672 3,000 SH Put OTR 4 5 0 0 3,000
APPLE INC COM 037833100   2,373 10,596 SH   OTR 4 5 0 0 10,596
AT&T INC COM 00206R102   23 609 SH   SOLE 609 0 0
AT&T INC COM 00206R102   541 14,284 SH   OTR 5 0 0 14,284
BANK AMER CORP COM 060505104   440 15,097 SH   OTR 5 0 0 15,097
BANK AMER CORP COM 060505104   7 223 SH   SOLE 223 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   548 2,636 SH   OTR 5 0 0 2,636
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9 41 SH   SOLE 41 0 0
BOEING CO COM 097023105   286 751 SH   OTR 5 0 0 751
BOEING CO COM 097023105   5 12 SH   SOLE 12 0 0
BOOKING HLDGS INC COM 09857L108   218 111 SH   OTR 5 0 0 111
CHEVRON CORP NEW COM 166764100   424 3,575 SH   OTR 5 0 0 3,575
CHEVRON CORP NEW COM 166764100   6 49 SH   SOLE 49 0 0
CISCO SYS INC COM 17275R102   299 6,051 SH   OTR 5 0 0 6,051
CISCO SYS INC COM 17275R102   6 113 SH   SOLE 113 0 0
CITIGROUP INC COM NEW 172967424   282 4,085 SH   OTR 5 0 0 4,085
CITIGROUP INC COM NEW 172967424   0 3 SH   SOLE 3 0 0
COCA COLA CO COM 191216100   294 5,401 SH   OTR 5 0 0 5,401
COCA COLA CO COM 191216100   19 351 SH   SOLE 351 0 0
COMCAST CORP NEW CL A 20030N101   356 7,895 SH   OTR 5 0 0 7,895
COMCAST CORP NEW CL A 20030N101   7 158 SH   SOLE 158 0 0
COSTCO WHSL CORP NEW COM 22160K105   195 678 SH   OTR 5 0 0 678
COSTCO WHSL CORP NEW COM 22160K105   6 22 SH   SOLE 22 0 0
DISNEY WALT CO COM DISNEY 254687106   496 3,810 SH   OTR 5 0 0 3,810
DISNEY WALT CO COM DISNEY 254687106   11 81 SH   SOLE 81 0 0
EXXON MOBIL CORP COM 30231G102   1,177 16,671 SH   OTR 4 5 0 0 16,671
EXXON MOBIL CORP COM 30231G102   6 80 SH   SOLE 80 0 0
EXXON MOBIL CORP COM 30231G102   537 7,600 SH Put OTR 4 5 0 0 7,600
FACEBOOK INC CL A 30303M102   624 3,502 SH   OTR 5 0 0 3,502
FACEBOOK INC CL A 30303M102   10 55 SH   SOLE 55 0 0
GENERAL ELECTRIC CO COM 369604103   153 17,124 SH   OTR 5 0 0 17,124
HOME DEPOT INC COM 437076102   443 1,908 SH   OTR 5 0 0 1,908
HOME DEPOT INC COM 437076102   35 152 SH   SOLE 152 0 0
HONEYWELL INTL INC COM 438516106   354 2,095 SH   OTR 5 0 0 2,095
HONEYWELL INTL INC COM 438516106   22 131 SH   SOLE 131 0 0
INGERSOLL-RAND PLC SHS G47791101   862 7,000 SH Put OTR 4 5 0 0 7,000
INGERSOLL-RAND PLC SHS G47791101   908 7,368 SH   OTR 4 5 0 0 7,368
INTEL CORP COM 458140100   375 7,271 SH   OTR 5 0 0 7,271
INTEL CORP COM 458140100   22 432 SH   SOLE 432 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   268 1,844 SH   OTR 5 0 0 1,844
INTUIT COM 461202103   239 898 SH   OTR 5 0 0 898
ISHARES INC ESG MSCI EM ETF 46434G863   343 10,548 SH   SOLE 10,548 0 0
ISHARES TR CORE MSCI EAFE 46432F842   497 8,133 SH   SOLE 8,133 0 0
ISHARES TR CORE S&P500 ETF 464287200   879 2,946 SH   SOLE 2,946 0 0
ISHARES TR CORE US AGGBD ET 464287226   77,041 680,758 SH   SOLE 680,758 0 0
ISHARES TR ESG MSCI EAFE 46435G516   679 10,594 SH   SOLE 10,594 0 0
ISHARES TR ESG MSCI USA ETF 46435G425   1,334 20,408 SH   SOLE 20,408 0 0
ISHARES TR ESG USD CORPT 46435G193   745 28,340 SH   SOLE 28,340 0 0
ISHARES TR INTL DEV RE ETF 464288489   436 14,701 SH   SOLE 14,701 0 0
ISHARES TR MSCI EAFE ETF 464287465   88,382 1,355,346 SH   SOLE 1,355,346 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   5,728 140,161 SH   SOLE 140,161 0 0
ISHARES TR NATIONAL MUN ETF 464288414   52,123 456,822 SH   SOLE 456,822 0 0
ISHARES TR RUS 1000 ETF 464287622   101,284 615,559 SH   SOLE 615,559 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   345 2,279 SH   SOLE 2,279 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   1,663 9,570 SH   SOLE 9,570 0 0
JOHNSON & JOHNSON COM 478160104   684 5,286 SH   OTR 4 5 0 0 5,286
JOHNSON & JOHNSON COM 478160104   7 52 SH   SOLE 52 0 0
JOHNSON & JOHNSON COM 478160104   259 2,000 SH Put OTR 4 5 0 0 2,000
JPMORGAN CHASE & CO COM 46625H100   882 7,494 SH   OTR 4 5 0 0 7,494
JPMORGAN CHASE & CO COM 46625H100   26 223 SH   SOLE 223 0 0
JPMORGAN CHASE & CO COM 46625H100   82 700 SH Put OTR 4 5 0 0 700
MASTERCARD INC CL A 57636Q104   449 1,655 SH   OTR 5 0 0 1,655
MASTERCARD INC CL A 57636Q104   20 73 SH   SOLE 73 0 0
MCDONALDS CORP COM 580135101   263 1,226 SH   OTR 5 0 0 1,226
MCDONALDS CORP COM 580135101   6 26 SH   SOLE 26 0 0
MERCK & CO INC COM 58933Y105   342 4,059 SH   OTR 5 0 0 4,059
MERCK & CO INC COM 58933Y105   21 251 SH   SOLE 251 0 0
MICROSOFT CORP COM 594918104   3,299 23,728 SH   OTR 4 5 0 0 23,728
MICROSOFT CORP COM 594918104   29 209 SH   SOLE 209 0 0
MICROSOFT CORP COM 594918104   1,641 11,800 SH Put OTR 4 5 0 0 11,800
MONDELEZ INTL INC CL A 609207105   244 4,414 SH   OTR 5 0 0 4,414
MONDELEZ INTL INC CL A 609207105   4 69 SH   SOLE 69 0 0
NEXTERA ENERGY INC COM 65339F101   6 25 SH   SOLE 25 0 0
NEXTERA ENERGY INC COM 65339F101   204 876 SH   OTR 5 0 0 876
NVIDIA CORP COM 67066G104   221 1,269 SH   OTR 5 0 0 1,269
NVIDIA CORP COM 67066G104   2 9 SH   SOLE 9 0 0
ORACLE CORP COM 68389X105   344 6,259 SH   OTR 5 0 0 6,259
ORACLE CORP COM 68389X105   13 243 SH   SOLE 243 0 0
PEPSICO INC COM 713448108   430 3,133 SH   OTR 5 0 0 3,133
PEPSICO INC COM 713448108   5 40 SH   SOLE 40 0 0
PFIZER INC COM 717081103   13 364 SH   SOLE 364 0 0
PFIZER INC COM 717081103   11 300 SH Put OTR 4 5 0 0 300
PFIZER INC COM 717081103   304 8,465 SH   OTR 4 5 0 0 8,465
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   5,066 49,799 SH   SOLE 49,799 0 0
PROCTER & GAMBLE CO COM 742718109   1,406 11,301 SH   OTR 4 5 0 0 11,301
PROCTER & GAMBLE CO COM 742718109   70 566 SH   SOLE 566 0 0
PROCTER & GAMBLE CO COM 742718109   348 2,800 SH Put OTR 4 5 0 0 2,800
SHERWIN WILLIAMS CO COM 824348106   1,710 3,110 SH   OTR 4 5 0 0 3,110
SHERWIN WILLIAMS CO COM 824348106   550 1,000 SH Put OTR 4 5 0 0 1,000
STARBUCKS CORP COM 855244109   258 2,915 SH   OTR 5 0 0 2,915
STARBUCKS CORP COM 855244109   1 6 SH   SOLE 6 0 0
STRYKER CORP COM 863667101   43 200 SH Put OTR 4 5 0 0 200
STRYKER CORP COM 863667101   182 843 SH   OTR 4 5 0 0 843
TEXAS INSTRS INC COM 882508104   232 1,794 SH   OTR 5 0 0 1,794
THERMO FISHER SCIENTIFIC INC COM 883556102   398 1,365 SH   OTR 5 0 0 1,365
THERMO FISHER SCIENTIFIC INC COM 883556102   13 46 SH   SOLE 46 0 0
UNION PACIFIC CORP COM 907818108   5 31 SH   SOLE 31 0 0
UNION PACIFIC CORP COM 907818108   219 1,354 SH   OTR 5 0 0 1,354
UNITED PARCEL SERVICE INC CL B 911312106   1,154 9,630 SH   OTR 4 5 0 0 9,630
UNITED TECHNOLOGIES CORP COM 913017109   250 1,834 SH   OTR 5 0 0 1,834
UNITEDHEALTH GROUP INC COM 91324P102   754 3,470 SH   OTR 4 5 0 0 3,470
UNITEDHEALTH GROUP INC COM 91324P102   10 45 SH   SOLE 45 0 0
UNITEDHEALTH GROUP INC COM 91324P102   456 2,100 SH Put OTR 4 5 0 0 2,100
VERIZON COMMUNICATIONS INC COM 92343V104   60 1,000 SH Put OTR 4 5 0 0 1,000
VERIZON COMMUNICATIONS INC COM 92343V104   456 7,550 SH   OTR 4 5 0 0 7,550
VERIZON COMMUNICATIONS INC COM 92343V104   22 371 SH   SOLE 371 0 0
VISA INC COM CL A 92826C839   591 3,437 SH   OTR 5 0 0 3,437
VISA INC COM CL A 92826C839   3 17 SH   SOLE 17 0 0
WALMART INC COM 931142103   216 1,823 SH   OTR 5 0 0 1,823
WALMART INC COM 931142103   5 46 SH   SOLE 46 0 0
WELLS FARGO CO NEW COM 949746101   544 10,793 SH   OTR 5 0 0 10,793
WELLS FARGO CO NEW COM 949746101   17 337 SH   SOLE 337 0 0
WISDOMTREE TR EMG MKTS SMCAP 97717W281   2,510 56,653 SH   SOLE 56,653 0 0
WISDOMTREE TR INTL EQUITY FD 97717W703   377 7,575 SH   SOLE 7,575 0 0