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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 238 856 SH   SOLE   0 0 856
ABBVIE INC COM 00287Y109 160 1,046 SH   SOLE   0 0 1,046
ALPHABET INC CAP STK CL C 02079K107 13 6 SH   SOLE   0 0 6
ALPHABET INC CAP STK CL A 02079K305 17 8 SH   SOLE   0 0 8
AMAZON COM INC COM 023135106 474 4,460 SH   SOLE   0 0 4,460
AMERICAN EXPRESS CO COM 025816109 189 1,361 SH   SOLE   0 0 1,361
AMGEN INC COM 031162100 397 1,632 SH   SOLE   0 0 1,632
APPLE INC COM 037833100 1,476 10,794 SH   SOLE   0 0 10,794
BK OF AMERICA CORP COM 060505104 34 1,093 SH   SOLE   0 0 1,093
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 172 631 SH   SOLE   0 0 631
BOEING CO COM 097023105 137 1,002 SH   SOLE   0 0 1,002
CHEVRON CORP NEW COM 166764100 446 3,080 SH   SOLE   0 0 3,080
CISCO SYS INC COM 17275R102 29 669 SH   SOLE   0 0 669
COCA COLA CO COM 191216100 68 1,084 SH   SOLE   0 0 1,084
COSTCO WHSL CORP NEW COM 22160K105 133 277 SH   SOLE   0 0 277
ENTERPRISE PRODS PARTNERS L COM 293792107 822 33,739 SH   SOLE   0 0 33,739
EXXON MOBIL CORP COM 30231G102 149 1,744 SH   SOLE   0 0 1,744
META PLATFORMS INC CL A 30303M102 201 1,249 SH   SOLE   0 0 1,249
HOME DEPOT INC COM 437076102 44 160 SH   SOLE   0 0 160
INTUIT COM 461202103 339 879 SH   SOLE   0 0 879
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 967 7,204 SH   SOLE   0 0 7,204
ISHARES TR MSCI EMG MKT ETF 464287234 1,154 28,776 SH   SOLE   0 0 28,776
ISHARES TR MSCI EAFE ETF 464287465 1,107 17,707 SH   SOLE   0 0 17,707
ISHARES TR RUSSELL 2000 ETF 464287655 301 1,775 SH   SOLE   0 0 1,775
ISHARES TR RUSSELL 3000 ETF 464287689 2,470 11,364 SH   SOLE   0 0 11,364
ISHARES TR CORE S&P SCP ETF 464287804 538 5,822 SH   SOLE   0 0 5,822
ISHARES TR EAFE SML CP ETF 464288273 6,674 122,261 SH   SOLE   0 0 122,261
ISHARES TR MSCI KLD400 SOC 464288570 2,406 33,458 SH   SOLE   0 0 33,458
ISHARES TR EAFE GRWTH ETF 464288885 1,892 23,502 SH   SOLE   0 0 23,502
ISHARES TR MSCI USA QLT FCT 46432F339 632 20,069 SH   SOLE   0 0 20,069
JPMORGAN CHASE & CO COM 46625H100 29 257 SH   SOLE   0 0 257
JOHNSON & JOHNSON COM 478160104 121 683 SH   SOLE   0 0 683
LABORATORY CORP AMER HLDGS COM NEW 50540R409 338 1,442 SH   SOLE   0 0 1,442
LILLY ELI & CO COM 532457108 496 1,531 SH   SOLE   0 0 1,531
LOWES COS INC COM 548661107 90 518 SH   SOLE   0 0 518
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 426 8,922 SH   SOLE   0 0 8,922
MASTERCARD INCORPORATED CL A 57636Q104 6 18 SH   SOLE   0 0 18
MERCK & CO INC COM 58933Y105 39 424 SH   SOLE   0 0 424
MICROSOFT CORP COM 594918104 3,065 11,935 SH   SOLE   0 0 11,935
NIKE INC CL B 654106103 103 1,008 SH   SOLE   0 0 1,008
NVIDIA CORPORATION COM 67066G104 14 92 SH   SOLE   0 0 92
PEPSICO INC COM 713448108 75 448 SH   SOLE   0 0 448
PFIZER INC COM 717081103 114 2,177 SH   SOLE   0 0 2,177
PROCTER AND GAMBLE CO COM 742718109 178 1,236 SH   SOLE   0 0 1,236
QUALCOMM INC COM 747525103 836 6,542 SH   SOLE   0 0 6,542
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 7,817 176,891 SH   SOLE   0 0 176,891
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 226 5,785 SH   SOLE   0 0 5,785
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,630 64,213 SH   SOLE   0 0 64,213
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 278 3,879 SH   SOLE   0 0 3,879
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,567 49,831 SH   SOLE   0 0 49,831
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1,055 33,781 SH   SOLE   0 0 33,781
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 582 4,233 SH   SOLE   0 0 4,233
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 310 9,855 SH   SOLE   0 0 9,855
STARBUCKS CORP COM 855244109 2,131 27,894 SH   SOLE   0 0 27,894
STRYKER CORPORATION COM 863667101 146 735 SH   SOLE   0 0 735
TESLA INC COM 88160R101 1,799 2,672 SH   SOLE   0 0 2,672
THERMO FISHER SCIENTIFIC INC COM 883556102 55 102 SH   SOLE   0 0 102
UNION PAC CORP COM 907818108 116 543 SH   SOLE   0 0 543
UNITEDHEALTH GROUP INC COM 91324P102 10 19 SH   SOLE   0 0 19
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 1,463 9,256 SH   SOLE   0 0 9,256
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 700 9,117 SH   SOLE   0 0 9,117
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 15,466 205,503 SH   SOLE   0 0 205,503
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 10,830 265,446 SH   SOLE   0 0 265,446
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1,215 11,768 SH   SOLE   0 0 11,768
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 284 3,329 SH   SOLE   0 0 3,329
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,877 117,092 SH   SOLE   0 0 117,092
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 16,609 332,716 SH   SOLE   0 0 332,716
VANGUARD INDEX FDS SM CP VAL ETF 922908611 568 3,791 SH   SOLE   0 0 3,791
VANGUARD INDEX FDS MID CAP ETF 922908629 730 3,708 SH   SOLE   0 0 3,708
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 317 2,417 SH   SOLE   0 0 2,417
VANGUARD INDEX FDS SMALL CP ETF 922908751 3,515 19,960 SH   SOLE   0 0 19,960
VANGUARD INDEX FDS TOTAL STK MKT 922908769 64,961 344,401 SH   SOLE   0 0 344,401
VERIZON COMMUNICATIONS INC COM 92343V104 60 1,178 SH   SOLE   0 0 1,178
VISA INC COM CL A 92826C839 159 810 SH   SOLE   0 0 810
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 166 597 SH   OTR 1 0 0 597
ABBVIE INC COM 00287Y109 279 1,824 SH   OTR 1 0 0 1,824
ALPHABET INC CAP STK CL C 02079K107 567 259 SH   OTR 1 0 0 259
ALPHABET INC CAP STK CL A 02079K305 634 291 SH   OTR 1 0 0 291
AMAZON COM INC COM 023135106 806 7,588 SH   OTR 1 0 0 7,588
AMERICAN EXPRESS CO COM 025816109 72 520 SH   OTR 1 0 0 520
AMGEN INC COM 031162100 158 648 SH   OTR 1 0 0 648
APPLE INC COM 037833100 1,974 14,438 SH   OTR 1 0 0 14,438
BK OF AMERICA CORP COM 060505104 195 6,258 SH   OTR 1 0 0 6,258
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 443 1,624 SH   OTR 1 0 0 1,624
BOEING CO COM 097023105 68 499 SH   OTR 1 0 0 499
CHEVRON CORP NEW COM 166764100 114 787 SH   OTR 1 0 0 787
CISCO SYS INC COM 17275R102 177 4,162 SH   OTR 1 0 0 4,162
COCA COLA CO COM 191216100 181 2,871 SH   OTR 1 0 0 2,871
COSTCO WHSL CORP NEW COM 22160K105 206 430 SH   OTR 1 0 0 430
EXXON MOBIL CORP COM 30231G102 194 2,263 SH   OTR 1 0 0 2,263
META PLATFORMS INC CL A 30303M102 288 1,785 SH   OTR 1 0 0 1,785
HOME DEPOT INC COM 437076102 279 1,019 SH   OTR 1 0 0 1,019
INTUIT COM 461202103 112 290 SH   OTR 1 0 0 290
JPMORGAN CHASE & CO COM 46625H100 288 2,561 SH   OTR 1 0 0 2,561
JOHNSON & JOHNSON COM 478160104 442 2,489 SH   OTR 1 0 0 2,489
LABORATORY CORP AMER HLDGS COM NEW 50540R409 14 58 SH   OTR 1 0 0 58
LILLY ELI & CO COM 532457108 315 972 SH   OTR 1 0 0 972
LOWES COS INC COM 548661107 150 859 SH   OTR 1 0 0 859
MASTERCARD INCORPORATED CL A 57636Q104 236 748 SH   OTR 1 0 0 748
MERCK & CO INC COM 58933Y105 195 2,140 SH   OTR 1 0 0 2,140
MICROSOFT CORP COM 594918104 1,729 6,734 SH   OTR 1 0 0 6,734
NIKE INC CL B 654106103 142 1,388 SH   OTR 1 0 0 1,388
NVIDIA CORPORATION COM 67066G104 325 2,147 SH   OTR 1 0 0 2,147
PEPSICO INC COM 713448108 215 1,292 SH   OTR 1 0 0 1,292
PFIZER INC COM 717081103 272 5,195 SH   OTR 1 0 0 5,195
PROCTER AND GAMBLE CO COM 742718109 280 1,948 SH   OTR 1 0 0 1,948
QUALCOMM INC COM 747525103 133 1,041 SH   OTR 1 0 0 1,041
STARBUCKS CORP COM 855244109 97 1,268 SH   OTR 1 0 0 1,268
STRYKER CORPORATION COM 863667101 73 365 SH   OTR 1 0 0 365
TESLA INC COM 88160R101 493 732 SH   OTR 1 0 0 732
THERMO FISHER SCIENTIFIC INC COM 883556102 228 420 SH   OTR 1 0 0 420
UNION PAC CORP COM 907818108 129 607 SH   OTR 1 0 0 607
UNITEDHEALTH GROUP INC COM 91324P102 409 797 SH   OTR 1 0 0 797
VERIZON COMMUNICATIONS INC COM 92343V104 153 3,008 SH   OTR 1 0 0 3,008
VISA INC COM CL A 92826C839 320 1,627 SH   OTR 1 0 0 1,627