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
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,497,395 29,218 SH   SOLE   29,218 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,504,259 28,968 SH   SOLE   28,968 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 5,818,879 44,637 SH   SOLE   44,637 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 5,686,154 25,611 SH   SOLE   25,611 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 703,020 4,084 SH   SOLE   4,084 0 0
APPLE INC COM 037833100 BBG001S5N8V8 25,576,690 131,859 SH   SOLE   131,859 0 0
BANCO SANTANDER S.A. ADR 05964H105 BBG001S5WCX7 74,200 20,000 SH   SOLE   20,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 8,031,573 23,553 SH   SOLE   23,553 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 3,212,419 4,648 SH   SOLE   4,648 0 0
BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 BBG001SBLZS1 274,505 25,300 SH   SOLE   25,300 0 0
BOEING CO COM 097023105 BBG001S5P0V3 1,079,450 5,112 SH   SOLE   5,112 0 0
CALAMOS ETF TR ANTETOKOUNMPO GL 12811T209 BBG01DZBX162 3,605,125 138,712 SH   SOLE   138,712 0 0
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 BBG015DN3GR4 936,768 38,566 SH   SOLE   38,566 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3,622,197 23,020 SH   SOLE   23,020 0 0
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 200,460 2,000 SH   SOLE   2,000 0 0
COMMUNITY WEST BANCSHARES COM 204157101 BBG001SB3FH7 145,281 11,850 SH   SOLE   11,850 0 0
CORNING INC COM 219350105 BBG001S5RLH1 374,753 10,695 SH   SOLE   10,695 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,840,641 10,849 SH   SOLE   10,849 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DBBGRY0 236,518 4,213 SH   SOLE   4,213 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 3,927,912 9,694 SH   SOLE   9,694 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,834,461 31,748 SH   SOLE   31,748 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 377,949 3,524 SH   SOLE   3,524 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 3,294,203 42,743 SH   SOLE   42,743 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 404,797 806 SH   SOLE   806 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 5,600,293 16,378 SH   SOLE   16,378 0 0
INVESCO CALIF VALUE MUN INCO COM 46132H106 BBG001S6XHW4 215,550 22,500 SH   SOLE   22,500 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 BBG001SS8729 8,301,444 184,641 SH   SOLE   184,641 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 8,924,899 54,537 SH   SOLE   54,537 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 BBG001SPSDJ2 6,642,341 38,656 SH   SOLE   38,656 0 0
ISHARES INC MSCI WORLD ETF 464286392 BBG002D9R378 490,322 3,938 SH   SOLE   3,938 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2,650,464 5,947 SH   SOLE   5,947 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 3,095,293 129,456 SH   SOLE   129,456 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 24,385,141 1,325,279 SH   SOLE   1,325,279 0 0
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 1,765,802 20,979 SH   SOLE   20,979 0 0
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 230,003 2,155 SH   SOLE   2,155 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4,013,417 27,595 SH   SOLE   27,595 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 328,440 5,865 SH   SOLE   5,865 0 0
MATTHEWS ASIA FDS ASIA INNOV ACTIV 577125826 BBG018PKX9G6 18,604,814 784,229 SH   SOLE   784,229 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,522,381 4,470 SH   SOLE   4,470 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 3,497,625 31,690 SH   SOLE   31,690 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 1,662,442 44,943 SH   SOLE   44,943 0 0
PFIZER INC COM 717081103 BBG001S5V466 735,434 20,050 SH   SOLE   20,050 0 0
PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 3,692,365 121,439 SH   SOLE   121,439 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 741,473 11,395 SH   SOLE   11,395 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 3,446,707 16,315 SH   SOLE   16,315 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 29,376,683 510,278 SH   SOLE   510,278 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 BBG0051NXNX3 18,055,442 357,888 SH   SOLE   357,888 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 24,512,617 759,140 SH   SOLE   759,140 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 1,180,285 16,617 SH   SOLE   16,617 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 921,562 17,577 SH   SOLE   17,577 0 0
SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 285,695 1,001 SH   SOLE   1,001 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 3,562,291 42,816 SH   SOLE   42,816 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 2,972,007 30,002 SH   SOLE   30,002 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 4,479,670 17,113 SH   SOLE   17,113 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 325,019 4,209 SH   SOLE   4,209 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 1,882,330 25,021 SH   SOLE   25,021 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 1,907,417 35,056 SH   SOLE   35,056 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 205,046 1,037 SH   SOLE   1,037 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 607,236 2,557 SH   SOLE   2,557 0 0