ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3035451 29263 SH SOLE 29263 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2992080 28770 SH SOLE 28770 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 4517698 43738 SH SOLE 43738 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 6140692 25401 SH SOLE 25401 0 0 APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 508376 4084 SH SOLE 4084 0 0 APPLE INC COM 037833100 BBG001S5N8V8 21441287 130026 SH SOLE 130026 0 0 BANCO SANTANDER S.A. ADR 05964H105 BBG001S5WCX7 73800 20000 SH SOLE 20000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7254551 23495 SH SOLE 23495 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 3075276 4596 SH SOLE 4596 0 0 BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 BBG001SBLZS1 279818 25300 SH SOLE 25300 0 0 BOEING CO COM 097023105 BBG001S5P0V3 1085942 5112 SH SOLE 5112 0 0 CALAMOS ETF TR ANTETOKOUNMPO GL 12811T209 BBG01DZBX162 3447181 139670 SH SOLE 139670 0 0 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 BBG015DN3GR4 889332 38566 SH SOLE 38566 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3744685 22951 SH SOLE 22951 0 0 COMMUNITY WEST BANCSHARES COM 204157101 BBG001SB3FH7 149903 11850 SH SOLE 11850 0 0 CORNING INC COM 219350105 BBG001S5RLH1 377320 10695 SH SOLE 10695 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5419581 10907 SH SOLE 10907 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 3969428 9614 SH SOLE 9614 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 3166311 31622 SH SOLE 31622 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 388635 3544 SH SOLE 3544 0 0 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 3546221 42741 SH SOLE 42741 0 0 IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 403064 806 SH SOLE 806 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 4192774 16412 SH SOLE 16412 0 0 INVESCO CALIF VALUE MUN INCO COM 46132H106 BBG001S6XHW4 228825 22500 SH SOLE 22500 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 BBG001SS8729 7960570 180676 SH SOLE 180676 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 8792391 56081 SH SOLE 56081 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 BBG001SPSDJ2 6453665 39227 SH SOLE 39227 0 0 ISHARES INC MSCI WORLD ETF 464286392 BBG002D9R378 457148 3885 SH SOLE 3885 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 300797 5986 SH SOLE 5986 0 0 ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 281473 4902 SH SOLE 4902 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2344584 5703 SH SOLE 5703 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 2809342 116764 SH SOLE 116764 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 25812618 1304986 SH SOLE 1304986 0 0 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 1636386 20982 SH SOLE 20982 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 232180 2155 SH SOLE 2155 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3561763 27333 SH SOLE 27333 0 0 KKR & CO INC COM 48251W104 BBG001S6PW05 308345 5871 SH SOLE 5871 0 0 MATTHEWS ASIA FDS ASIA INNOV ACTIV 577125826 BBG018PKX9G6 18590904 751002 SH SOLE 751002 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1324553 4594 SH SOLE 4594 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 3783567 30851 SH SOLE 30851 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 1605844 45350 SH SOLE 45350 0 0 PFIZER INC COM 717081103 BBG001S5V466 822446 20158 SH SOLE 20158 0 0 PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 3554301 122996 SH SOLE 122996 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 713669 11395 SH SOLE 11395 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 201029 1352 SH SOLE 1352 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 3242629 16231 SH SOLE 16231 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 27663595 503707 SH SOLE 503707 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 BBG0051NXNX3 17029534 349898 SH SOLE 349898 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 23134519 739831 SH SOLE 739831 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 1077059 15874 SH SOLE 15874 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 889122 16585 SH SOLE 16585 0 0 SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 217047 1001 SH SOLE 1001 0 0 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 BBG001SRXRB9 429366 4279 SH SOLE 4279 0 0 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 3220635 42260 SH SOLE 42260 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 3137652 30132 SH SOLE 30132 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 3522878 16981 SH SOLE 16981 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 1814210 23641 SH SOLE 23641 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 1786667 33414 SH SOLE 33414 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 583265 2587 SH SOLE 2587 0 0