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
10X GENOMICS INC CL A COM 88025U109   3,582,336 64,016 SH   SOLE   64,004 0 12
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,006,060 8,566 SH   SOLE   8,524 0 42
ADOBE INC COM 00724F101   4,052,108 6,792 SH   SOLE   5,210 0 1,582
ADVANCED MICRO DEVICES INC COM 007903107   4,387,364 29,763 SH   SOLE   23,624 0 6,139
AIR PRODS & CHEMS INC COM 009158106   1,687,620 6,138 SH   SOLE   4,352 0 1,786
ALIGN TECHNOLOGY INC COM 016255101   2,614,645 9,543 SH   SOLE   9,484 0 59
ALPHABET INC CAP STK CL A 02079K305   14,361,809 102,812 SH   SOLE   94,736 0 8,076
ALPHABET INC CAP STK CL C 02079K107   3,768,088 26,737 SH   SOLE   26,737 0 0
AMAZON COM INC COM 023135106   19,921,158 131,112 SH   SOLE   123,593 0 7,519
AMERICAN TOWER CORP NEW COM 03027X100   2,846,106 13,145 SH   SOLE   13,074 0 71
AMGEN INC COM 031162100   4,197,220 14,573 SH   SOLE   11,061 0 3,512
ANALOG DEVICES INC COM 032654105   3,333,765 16,790 SH   SOLE   16,699 0 91
APOLLO GLOBAL MGMT INC COM 03769M106   341,730 3,667 SH   SOLE   3,667 0 0
APPLE INC COM 037833100   19,766,022 102,665 SH   SOLE   95,795 0 6,870
APPLIED MATLS INC COM 038222105   207,126 1,278 SH   SOLE   1,278 0 0
APTIV PLC SHS G6095L109   2,342,927 26,114 SH   SOLE   19,464 0 6,650
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,335,918 4,407 SH   SOLE   3,483 0 924
AUTODESK INC COM 052769106   3,510,373 14,418 SH   SOLE   14,340 0 78
BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778   788,834 25,957 SH   SOLE   25,769 0 188
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,063,146 14,196 SH   SOLE   11,000 0 3,196
BIONTECH SE SPONSORED ADS 09075V102   3,116,216 29,526 SH   SOLE   29,520 0 6
BLACKSTONE INC COM 09260D107   447,335 3,417 SH   SOLE   3,417 0 0
BROADCOM INC COM 11135F101   26,241,573 23,509 SH   SOLE   22,787 0 722
CADENCE DESIGN SYSTEM INC COM 127387108   2,591,601 9,515 SH   SOLE   7,513 0 2,002
CARLYLE GROUP INC COM 14316J108   383,789 9,432 SH   SOLE   9,432 0 0
CATERPILLAR INC COM 149123101   3,600,867 12,179 SH   SOLE   9,436 0 2,743
CHEVRON CORP NEW COM 166764100   298,320 2,000 SH   SOLE   2,000 0 0
CHUBB LIMITED COM H1467J104   2,785,099 12,306 SH   SOLE   12,241 0 65
CISCO SYS INC COM 17275R102   2,328,662 46,094 SH   SOLE   36,638 0 9,456
CLOROX CO DEL COM 189054109   2,223,924 15,597 SH   SOLE   15,503 0 94
COGNEX CORP COM 192422103   2,068,368 49,554 SH   SOLE   49,545 0 9
COSTCO WHSL CORP NEW COM 22160K105   11,114,347 16,838 SH   SOLE   14,868 0 1,970
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,171,414 66,636 SH   SOLE   66,624 0 12
DEERE & CO COM 244199105   2,307,593 5,765 SH   SOLE   5,729 0 36
DOMINION ENERGY INC COM 25746U109   1,236,046 26,299 SH   SOLE   17,576 0 8,723
ENPHASE ENERGY INC COM 29355A107   3,262,801 24,692 SH   SOLE   24,591 0 101
EQUINIX INC COM 29444U700   3,310,759 4,111 SH   SOLE   4,109 0 2
EXACT SCIENCES CORP COM 30063P105   4,833,780 65,339 SH   SOLE   65,331 0 8
EXXON MOBIL CORP COM 30231G102   974,306 9,745 SH   SOLE   9,745 0 0
FIRST SOLAR INC COM 336433107   5,201,564 30,193 SH   SOLE   30,042 0 151
FORTINET INC COM 34959E909   4,752,636 81,200 SH   SOLE   81,191 0 9
HONEYWELL INTL INC COM 438516106   7,316,951 34,891 SH   SOLE   30,995 0 3,896
HUBSPOT INC COM 443573100   3,657,693 6,301 SH   SOLE   6,271 0 30
ILLINOIS TOOL WKS INC COM 452308109   3,071,170 11,705 SH   SOLE   9,138 0 2,567
ILLUMINA INC COM 452327109   5,016,330 36,027 SH   SOLE   35,900 0 127
INSULET CORP COM 45784P101   228,480 1,053 SH   SOLE   1,053 0 0
INTEL CORP COM 458140100   2,749,060 54,708 SH   SOLE   38,544 0 16,164
INTUITIVE SURGICAL INC COM NEW 46120E602   13,396,735 39,711 SH   SOLE   39,624 0 87
ISHARES TR 0-5 YR TIPS ETF 46429B747   2,796,674 28,367 SH   SOLE   27,925 0 442
ISHARES TR CALIF MUN BD ETF 464288356   24,495,758 422,778 SH   SOLE   420,390 0 2,388
ISHARES TR CORE S&P500 ETF 464287200   1,074,156 2,249 SH   SOLE   2,249 0 0
ISHARES TR CORE US AGGBD ET 464287226   7,771,422 78,301 SH   SOLE   77,081 0 1,220
ISHARES TR GBL COMM SVC ETF 464287275   3,734,425 50,048 SH   SOLE   49,840 0 208
ISHARES TR GLB CNS DISC ETF 464288745   4,093,677 25,737 SH   SOLE   25,633 0 104
ISHARES TR GLB CNSM STP ETF 464288737   2,806,430 47,334 SH   SOLE   47,119 0 215
ISHARES TR GLOB HLTHCRE ETF 464287325   2,363,970 27,260 SH   SOLE   27,139 0 121
ISHARES TR GLOB INDSTRL ETF 464288729   4,153,534 32,595 SH   SOLE   32,463 0 132
ISHARES TR GLOB UTILITS ETF 464288711   492,067 8,419 SH   SOLE   8,374 0 45
ISHARES TR GLOBAL MATER ETF 464288695   651,241 7,463 SH   SOLE   7,431 0 32
ISHARES TR GLOBAL TECH ETF 464287291   7,130,174 104,579 SH   SOLE   104,182 0 397
ISHARES TR IBOXX HI YD ETF 464288513   225,205 2,910 SH   SOLE   2,910 0 0
ISHARES TR NATIONAL MUN ETF 464288414   25,364,471 233,968 SH   SOLE   232,511 0 1,457
ISHARES TR PFD AND INCM SEC 464288687   244,281 7,832 SH   SOLE   7,832 0 0
ISHARES TR S&P MC 400GR ETF 464287606   3,900,877 49,241 SH   SOLE   49,033 0 208
ISHARES TR S&P SML 600 GWT 464287887   1,317,990 10,532 SH   SOLE   10,487 0 45
ISHARES TR SHRT NAT MUN ETF 464288158   22,308,451 211,595 SH   SOLE   210,702 0 893
ISHARES TR TIPS BD ETF 464287176   4,674,622 43,489 SH   SOLE   42,812 0 677
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   1,105,875 21,149 SH   SOLE   21,022 0 127
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   7,181,383 141,171 SH   SOLE   140,935 0 236
JOHNSON & JOHNSON COM 478160104   2,517,449 16,061 SH   SOLE   12,160 0 3,901
LAUDER ESTEE COS INC CL A 518439104   1,838,984 12,574 SH   SOLE   9,064 0 3,510
LOWES COS INC COM 548661107   3,068,709 13,789 SH   SOLE   10,670 0 3,119
MERCADOLIBRE INC COM 58733R102   15,506,604 9,867 SH   SOLE   9,850 0 17
METTLER TOLEDO INTERNATIONAL COM 592688105   2,529,629 2,086 SH   SOLE   2,073 0 13
MICRON TECHNOLOGY INC COM 595112103   3,806,058 44,568 SH   SOLE   34,806 0 9,762
MICROSOFT CORP COM 594918104   7,748,376 20,605 SH   SOLE   16,324 0 4,281
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   3,773,432 87,106 SH   SOLE   87,095 0 11
MODERNA INC COM 60770K107   2,423,100 24,365 SH   SOLE   24,181 0 184
MONGODB INC CL A 60937P106   6,104,540 14,931 SH   SOLE   14,929 0 2
MOODYS CORP COM 615369105   2,946,662 7,545 SH   SOLE   5,917 0 1,628
NETFLIX INC COM 64110L106   14,912,405 30,629 SH   SOLE   30,553 0 76
NIKE INC CL B 654106103   2,556,759 23,508 SH   SOLE   18,550 0 4,958
NVIDIA CORPORATION COM 67066G104   30,442,188 61,472 SH   SOLE   61,400 0 72
OKTA INC CL A 679295105   2,452,911 27,095 SH   SOLE   27,090 0 5
ON SEMICONDUCTOR CORP COM 682189105   3,393,657 40,628 SH   SOLE   40,397 0 231
PUBLIC STORAGE COM 74460D109   225,700 740 SH   SOLE   740 0 0
REGENERON PHARMACEUTICALS COM 75886F107   10,402,467 11,844 SH   SOLE   11,815 0 29
REPLIGEN CORP COM 759916109   2,563,769 14,259 SH   SOLE   14,178 0 81
ROSS STORES INC COM 778296103   4,721,356 34,116 SH   SOLE   33,955 0 161
SAMSARA INC COM CL A 79589L106   3,449,189 103,331 SH   SOLE   103,317 0 14
SCHRODINGER INC COM 80810D103   2,363,516 66,020 SH   SOLE   66,006 0 14
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   909,281 16,122 SH   SOLE   16,122 0 0
SERVICENOW INC COM 81762P102   3,325,449 4,707 SH   SOLE   4,683 0 24
SHERWIN WILLIAMS CO COM 824348106   4,290,744 13,757 SH   SOLE   10,388 0 3,369
SNOWFLAKE INC CL A 833445109   4,155,518 20,882 SH   SOLE   20,879 0 3
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,964,852 20,992 SH   SOLE   20,985 0 7
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,473,893 18,487 SH   SOLE   18,378 0 109
STAAR SURGICAL CO COM PAR 852312305   1,392,840 44,628 SH   SOLE   44,620 0 8
STARBUCKS CORP COM 855244109   3,560,219 37,082 SH   SOLE   36,892 0 190
TESLA INC COM 88160R101   16,103,492 64,808 SH   SOLE   64,664 0 144
TEXAS INSTRS INC COM 882508104   2,832,358 16,616 SH   SOLE   13,277 0 3,339
THERMO FISHER SCIENTIFIC INC COM 883556102   4,096,285 7,715 SH   SOLE   6,061 0 1,654
TJX COS INC NEW COM 872540109   4,096,402 43,667 SH   SOLE   34,116 0 9,551
TORO CO COM 891092108   464,425 4,821 SH   SOLE   4,821 0 0
TRAVELERS COMPANIES INC COM 89417E109   3,450,724 18,115 SH   SOLE   13,781 0 4,334
UNION PAC CORP COM 907818108   2,641,939 10,756 SH   SOLE   8,226 0 2,530
UNITED PARCEL SERVICE INC CL B 911312106   1,942,841 12,357 SH   SOLE   9,408 0 2,949
UNIVERSAL DISPLAY CORP COM 91347P105   4,254,964 22,247 SH   SOLE   22,244 0 3
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   4,102,753 53,269 SH   SOLE   52,510 0 759
VANGUARD INDEX FDS LARGE CAP ETF 922908637   843,525 3,867 SH   SOLE   3,783 0 84
VANGUARD INDEX FDS MID CAP ETF 922908629   599,218 2,576 SH   SOLE   2,545 0 31
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,799,803 20,369 SH   SOLE   20,168 0 201
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,117,615 19,908 SH   SOLE   19,661 0 247
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   1,277,090 29,986 SH   SOLE   29,722 0 264
VEEVA SYS INC CL A COM 922475108   2,120,223 11,013 SH   SOLE   10,939 0 74
VERIZON COMMUNICATIONS INC COM 92343V104   1,787,141 47,404 SH   SOLE   34,951 0 12,453
VERTEX PHARMACEUTICALS INC COM 92532F100   5,288,350 12,997 SH   SOLE   10,326 0 2,671
VISA INC COM CL A 92826C839   208,280 800 SH   SOLE   800 0 0
WALMART INC COM 931142103   4,197,888 26,579 SH   SOLE   20,696 0 5,883
WEYERHAEUSER CO MTN BE COM NEW 962166104   215,192 6,189 SH   SOLE   6,189 0 0
WOLFSPEED INC COM 977852102   2,058,241 47,305 SH   SOLE   47,292 0 13
WORKDAY INC CL A 98138H101   2,727,197 9,879 SH   SOLE   9,826 0 53