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   3,293,821 87,765 SH   SOLE   87,765 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,016,884 8,704 SH   SOLE   8,704 0 0
ADOBE INC COM 00724F101   3,223,385 6,388 SH   SOLE   6,388 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,336,368 29,566 SH   SOLE   29,566 0 0
AIR PRODS & CHEMS INC COM 009158106   1,515,516 6,228 SH   SOLE   6,228 0 0
ALIGN TECHNOLOGY INC COM 016255101   3,216,076 9,808 SH   SOLE   9,808 0 0
ALPHABET INC CAP STK CL A 02079K305   15,454,629 102,396 SH   SOLE   102,396 0 0
ALPHABET INC CAP STK CL C 02079K107   3,733,614 24,521 SH   SOLE   24,521 0 0
AMAZON COM INC COM 023135106   23,377,790 129,603 SH   SOLE   129,603 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,756,609 13,951 SH   SOLE   13,951 0 0
AMGEN INC COM 031162100   4,118,673 14,486 SH   SOLE   14,486 0 0
ANALOG DEVICES INC COM 032654105   3,455,624 17,471 SH   SOLE   17,471 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   381,208 3,390 SH   SOLE   3,390 0 0
APPLE INC COM 037833100   16,881,704 98,447 SH   SOLE   98,447 0 0
APPLIED MATLS INC COM 038222105   263,562 1,278 SH   SOLE   1,278 0 0
APTIV PLC SHS G6095L109   2,239,819 28,121 SH   SOLE   28,121 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,425,584 4,560 SH   SOLE   4,560 0 0
AUTODESK INC COM 052769106   3,809,554 14,629 SH   SOLE   14,629 0 0
BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778   717,198 23,061 SH   SOLE   23,061 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,005,867 14,282 SH   SOLE   14,282 0 0
BIONTECH SE SPONSORED ADS 09075V102   4,207,777 45,613 SH   SOLE   45,613 0 0
BLACKSTONE INC COM 09260D107   444,012 3,380 SH   SOLE   3,380 0 0
BROADCOM INC COM 11135F101   30,491,478 23,005 SH   SOLE   23,005 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,258,480 10,468 SH   SOLE   10,468 0 0
CARLYLE GROUP INC COM 14316J108   409,384 8,727 SH   SOLE   8,727 0 0
CATERPILLAR INC COM 149123101   4,451,703 12,149 SH   SOLE   12,149 0 0
CHEVRON CORP NEW COM 166764100   315,480 2,000 SH   SOLE   2,000 0 0
CHUBB LIMITED COM H1467J104   3,248,023 12,519 SH   SOLE   12,519 0 0
CISCO SYS INC COM 17275R102   2,179,984 43,678 SH   SOLE   43,678 0 0
CLOROX CO DEL COM 189054109   2,713,553 17,723 SH   SOLE   17,723 0 0
COGNEX CORP COM 192422103   2,770,187 65,304 SH   SOLE   65,304 0 0
COSTCO WHSL CORP NEW COM 22160K105   12,261,096 16,736 SH   SOLE   16,736 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,605,504 67,569 SH   SOLE   67,569 0 0
DEERE & CO COM 244199105   2,579,917 6,275 SH   SOLE   6,275 0 0
ENPHASE ENERGY INC COM 29355A107   3,118,260 25,775 SH   SOLE   25,775 0 0
EQUINIX INC COM 29444U700   3,378,045 4,093 SH   SOLE   4,093 0 0
EXACT SCIENCES CORP COM 30063P105   4,820,527 69,802 SH   SOLE   69,802 0 0
EXXON MOBIL CORP COM 30231G102   1,132,759 9,745 SH   SOLE   9,745 0 0
FIRST SOLAR INC COM 336433107   5,197,099 30,789 SH   SOLE   30,789 0 0
FORTINET INC COM 34959E109   5,536,458 81,049 SH   SOLE   81,049 0 0
HONEYWELL INTL INC COM 438516106   7,138,794 34,781 SH   SOLE   34,781 0 0
HUBSPOT INC COM 443573100   4,000,899 6,386 SH   SOLE   6,386 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,994,109 11,140 SH   SOLE   11,140 0 0
ILLUMINA INC COM 452327109   8,113,072 59,082 SH   SOLE   59,082 0 0
INTEL CORP COM 458140100   2,572,561 58,242 SH   SOLE   58,242 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   15,957,814 39,986 SH   SOLE   39,986 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   6,615,943 65,693 SH   SOLE   65,693 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747   3,093,238 31,110 SH   SOLE   31,110 0 0
ISHARES TR BLACKROCK ULTRA 46434V878   203,757 4,030 SH   SOLE   4,030 0 0
ISHARES TR CALIF MUN BD ETF 464288356   22,593,714 392,661 SH   SOLE   392,661 0 0
ISHARES TR CORE S&P500 ETF 464287200   901,590 1,715 SH   SOLE   1,715 0 0
ISHARES TR CORE US AGGBD ET 464287226   8,471,510 86,497 SH   SOLE   86,497 0 0
ISHARES TR GBL COMM SVC ETF 464287275   3,187,424 37,882 SH   SOLE   37,882 0 0
ISHARES TR GBL COMM SVC ETF 464287275   1,033,240 12,280 SH   SOLE   12,280 0 0
ISHARES TR GLB CNS DISC ETF 464288745   3,397,503 20,238 SH   SOLE   20,238 0 0
ISHARES TR GLB CNS DISC ETF 464288745   941,975 5,611 SH   SOLE   5,611 0 0
ISHARES TR GLB CNSM STP ETF 464288737   1,718,602 28,160 SH   SOLE   28,160 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325   1,524,382 16,365 SH   SOLE   16,365 0 0
ISHARES TR GLOB INDSTRL ETF 464288729   3,586,629 25,676 SH   SOLE   25,676 0 0
ISHARES TR GLOB INDSTRL ETF 464288729   970,008 6,944 SH   SOLE   6,944 0 0
ISHARES TR GLOB UTILITS ETF 464288711   361,941 6,130 SH   SOLE   6,130 0 0
ISHARES TR GLOBAL MATER ETF 464288695   401,154 4,485 SH   SOLE   4,485 0 0
ISHARES TR GLOBAL TECH ETF 464287291   6,223,644 83,193 SH   SOLE   83,193 0 0
ISHARES TR GLOBAL TECH ETF 464287291   1,554,627 20,781 SH   SOLE   20,781 0 0
ISHARES TR IBOXX HI YD ETF 464288513   281,305 3,619 SH   SOLE   3,619 0 0
ISHARES TR NATIONAL MUN ETF 464288414   30,311,996 281,710 SH   SOLE   281,710 0 0
ISHARES TR PFD AND INCM SEC 464288687   353,757 10,976 SH   SOLE   10,976 0 0
ISHARES TR S&P MC 400GR ETF 464287606   3,534,896 38,739 SH   SOLE   38,739 0 0
ISHARES TR S&P MC 400GR ETF 464287606   977,470 10,712 SH   SOLE   10,712 0 0
ISHARES TR S&P SML 600 GWT 464287887   850,037 6,502 SH   SOLE   6,502 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   25,136,133 240,009 SH   SOLE   240,009 0 0
ISHARES TR TIPS BD ETF 464287176   5,186,603 48,288 SH   SOLE   48,288 0 0
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   753,499 14,098 SH   SOLE   14,098 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   8,785,327 173,144 SH   SOLE   173,144 0 0
JOHNSON & JOHNSON COM 478160104   2,385,306 15,079 SH   SOLE   15,079 0 0
LAUDER ESTEE COS INC CL A 518439104   2,780,168 18,035 SH   SOLE   18,035 0 0
LOWES COS INC COM 548661107   3,356,352 13,176 SH   SOLE   13,176 0 0
MERCADOLIBRE INC COM 58733R102   16,956,842 11,215 SH   SOLE   11,215 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,928,173 2,200 SH   SOLE   2,200 0 0
MICRON TECHNOLOGY INC COM 595112103   5,289,076 44,843 SH   SOLE   44,843 0 0
MICROSOFT CORP COM 594918104   8,431,866 20,042 SH   SOLE   20,042 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   3,037,661 94,484 SH   SOLE   94,484 0 0
MODERNA INC COM 60770K107   4,058,125 38,083 SH   SOLE   38,083 0 0
MONGODB INC CL A 60937P106   5,497,593 15,329 SH   SOLE   15,329 0 0
MOODYS CORP COM 615369105   2,863,526 7,286 SH   SOLE   7,286 0 0
NETFLIX INC COM 64110L106   18,404,225 30,304 SH   SOLE   30,304 0 0
NIKE INC CL B 654106103   2,233,118 23,708 SH   SOLE   23,708 0 0
NVIDIA CORPORATION COM 67066G104   29,425,326 32,566 SH   SOLE   32,566 0 0
OKTA INC CL A 679295105   2,799,422 26,758 SH   SOLE   26,758 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,892,708 52,926 SH   SOLE   52,926 0 0
PUBLIC STORAGE COM 74460D109   214,355 739 SH   SOLE   739 0 0
REGENERON PHARMACEUTICALS COM 75886F107   11,588,380 12,040 SH   SOLE   12,040 0 0
REPLIGEN CORP COM 759916109   2,686,520 14,607 SH   SOLE   14,607 0 0
ROSS STORES INC COM 778296103   5,061,013 34,485 SH   SOLE   34,485 0 0
SAMSARA INC COM CL A 79589L106   3,862,327 102,205 SH   SOLE   102,205 0 0
SCHRODINGER INC COM 80810D103   2,304,261 85,343 SH   SOLE   85,343 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   929,039 14,970 SH   SOLE   14,970 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   202,517 2,487 SH   SOLE   2,487 0 0
SERVICENOW INC COM 81762P102   4,045,295 5,306 SH   SOLE   5,306 0 0
SHERWIN WILLIAMS CO COM 824348106   4,830,627 13,908 SH   SOLE   13,908 0 0
SNOWFLAKE INC CL A 833445109   4,039,192 24,995 SH   SOLE   24,995 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   2,816,558 39,681 SH   SOLE   39,681 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622   285,886 3,003 SH   SOLE   3,003 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,919,360 18,641 SH   SOLE   18,641 0 0
STAAR SURGICAL CO COM PAR 852312305   2,512,929 65,646 SH   SOLE   65,646 0 0
STARBUCKS CORP COM 855244109   3,518,669 38,502 SH   SOLE   38,502 0 0
TESLA INC COM 88160R101   13,945,421 79,330 SH   SOLE   79,330 0 0
TEXAS INSTRS INC COM 882508104   3,200,498 18,371 SH   SOLE   18,371 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,267,478 7,340 SH   SOLE   7,340 0 0
TJX COS INC NEW COM 872540109   4,431,903 43,699 SH   SOLE   43,699 0 0
TORO CO COM 891092108   443,460 4,822 SH   SOLE   4,822 0 0
TRAVELERS COMPANIES INC COM 89417E109   4,170,417 18,121 SH   SOLE   18,121 0 0
UNION PAC CORP COM 907818108   2,812,557 11,436 SH   SOLE   11,436 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,830,255 12,314 SH   SOLE   12,314 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   3,515,979 20,873 SH   SOLE   20,873 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   4,225,911 55,118 SH   SOLE   55,118 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   981,304 4,093 SH   SOLE   4,093 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   663,676 2,656 SH   SOLE   2,656 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,721,435 19,906 SH   SOLE   19,906 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,224,742 20,882 SH   SOLE   20,882 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   1,105,150 26,226 SH   SOLE   26,226 0 0
VEEVA SYS INC CL A COM 922475108   2,786,304 12,026 SH   SOLE   12,026 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   5,396,510 12,910 SH   SOLE   12,910 0 0
WALMART INC COM 931142103   4,551,526 75,504 SH   SOLE   75,504 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   230,471 6,418 SH   SOLE   6,418 0 0
WOLFSPEED INC COM 977852102   3,606,434 122,252 SH   SOLE   122,252 0 0
WORKDAY INC CL A 98138H101   2,729,682 10,008 SH   SOLE   10,008 0 0