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 219 850 SH   SOLE   0 0 850
ABBVIE INC COM 00287Y109 150 1,115 SH   SOLE   0 0 1,115
ALPHABET INC CAP STK CL C 02079K107 28 288 SH   SOLE   0 0 288
ALPHABET INC CAP STK CL A 02079K305 33 349 SH   SOLE   0 0 349
AMAZON COM INC COM 023135106 795 7,038 SH   SOLE   0 0 7,038
AMERICAN EXPRESS CO COM 025816109 187 1,386 SH   SOLE   0 0 1,386
AMGEN INC COM 031162100 373 1,657 SH   SOLE   0 0 1,657
APPLE INC COM 037833100 2,074 15,005 SH   SOLE   0 0 15,005
BK OF AMERICA CORP COM 060505104 42 1,405 SH   SOLE   0 0 1,405
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 186 697 SH   SOLE   0 0 697
CHEVRON CORP NEW COM 166764100 451 3,140 SH   SOLE   0 0 3,140
COCA COLA CO COM 191216100 61 1,092 SH   SOLE   0 0 1,092
COSTCO WHSL CORP NEW COM 22160K105 130 276 SH   SOLE   0 0 276
DANAHER CORPORATION COM 235851102 23 88 SH   SOLE   0 0 88
ENTERPRISE PRODS PARTNERS L COM 293792107 802 33,739 SH   SOLE   0 0 33,739
EXXON MOBIL CORP COM 30231G102 155 1,780 SH   SOLE   0 0 1,780
META PLATFORMS INC CL A 30303M102 180 1,324 SH   SOLE   0 0 1,324
HOME DEPOT INC COM 437076102 48 175 SH   SOLE   0 0 175
INTUIT COM 461202103 334 863 SH   SOLE   0 0 863
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 917 7,204 SH   SOLE   0 0 7,204
ISHARES TR MSCI EMG MKT ETF 464287234 1,004 28,776 SH   SOLE   0 0 28,776
ISHARES TR MSCI EAFE ETF 464287465 991 17,702 SH   SOLE   0 0 17,702
ISHARES TR RUSSELL 2000 ETF 464287655 293 1,775 SH   SOLE   0 0 1,775
ISHARES TR RUSSELL 3000 ETF 464287689 2,294 11,082 SH   SOLE   0 0 11,082
ISHARES TR CORE S&P SCP ETF 464287804 508 5,822 SH   SOLE   0 0 5,822
ISHARES TR EAFE SML CP ETF 464288273 5,965 122,275 SH   SOLE   0 0 122,275
ISHARES TR MSCI KLD400 SOC 464288570 2,237 33,409 SH   SOLE   0 0 33,409
ISHARES TR EAFE GRWTH ETF 464288885 425 5,852 SH   SOLE   0 0 5,852
ISHARES TR ESG AWARE MSCI 46435U663 610 19,881 SH   SOLE   0 0 19,881
JPMORGAN CHASE & CO COM 46625H100 32 309 SH   SOLE   0 0 309
JOHNSON & JOHNSON COM 478160104 114 696 SH   SOLE   0 0 696
LABORATORY CORP AMER HLDGS COM NEW 50540R409 295 1,439 SH   SOLE   0 0 1,439
LILLY ELI & CO COM 532457108 498 1,540 SH   SOLE   0 0 1,540
LOWES COS INC COM 548661107 103 548 SH   SOLE   0 0 548
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 424 8,922 SH   SOLE   0 0 8,922
MASTERCARD INCORPORATED CL A 57636Q104 4 13 SH   SOLE   0 0 13
MERCK & CO INC COM 58933Y105 40 465 SH   SOLE   0 0 465
MICROSOFT CORP COM 594918104 3,066 13,165 SH   SOLE   0 0 13,165
NEXTERA ENERGY INC COM 65339F101 72 919 SH   SOLE   0 0 919
NIKE INC CL B 654106103 88 1,063 SH   SOLE   0 0 1,063
NVIDIA CORPORATION COM 67066G104 11 88 SH   SOLE   0 0 88
PEPSICO INC COM 713448108 84 513 SH   SOLE   0 0 513
PFIZER INC COM 717081103 93 2,135 SH   SOLE   0 0 2,135
PROCTER AND GAMBLE CO COM 742718109 168 1,333 SH   SOLE   0 0 1,333
QUALCOMM INC COM 747525103 738 6,531 SH   SOLE   0 0 6,531
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8,229 195,981 SH   SOLE   0 0 195,981
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 245 6,475 SH   SOLE   0 0 6,475
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,456 65,020 SH   SOLE   0 0 65,020
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 258 3,879 SH   SOLE   0 0 3,879
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,810 64,339 SH   SOLE   0 0 64,339
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1,042 37,567 SH   SOLE   0 0 37,567
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 603 4,233 SH   SOLE   0 0 4,233
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 299 9,855 SH   SOLE   0 0 9,855
STARBUCKS CORP COM 855244109 2,356 27,957 SH   SOLE   0 0 27,957
STRYKER CORPORATION COM 863667101 154 760 SH   SOLE   0 0 760
TESLA INC COM 88160R101 989 3,727 SH   SOLE   0 0 3,727
THERMO FISHER SCIENTIFIC INC COM 883556102 54 107 SH   SOLE   0 0 107
UNION PAC CORP COM 907818108 109 561 SH   SOLE   0 0 561
UNITEDHEALTH GROUP INC COM 91324P102 27 54 SH   SOLE   0 0 54
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 1,449 9,209 SH   SOLE   0 0 9,209
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 760 10,151 SH   SOLE   0 0 10,151
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14,677 205,763 SH   SOLE   0 0 205,763
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9,797 269,439 SH   SOLE   0 0 269,439
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1,324 14,267 SH   SOLE   0 0 14,267
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 268 3,395 SH   SOLE   0 0 3,395
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,366 119,644 SH   SOLE   0 0 119,644
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 18,913 392,873 SH   SOLE   0 0 392,873
VANGUARD INDEX FDS SM CP VAL ETF 922908611 461 3,211 SH   SOLE   0 0 3,211
VANGUARD INDEX FDS MID CAP ETF 922908629 697 3,708 SH   SOLE   0 0 3,708
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 307 2,419 SH   SOLE   0 0 2,419
VANGUARD INDEX FDS SMALL CP ETF 922908751 3,504 20,501 SH   SOLE   0 0 20,501
VANGUARD INDEX FDS TOTAL STK MKT 922908769 61,359 341,891 SH   SOLE   0 0 341,891
VISA INC COM CL A 92826C839 151 850 SH   SOLE   0 0 850
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 156 607 SH   OTR 1 0 0 607
ABBVIE INC COM 00287Y109 244 1,816 SH   OTR 1 0 0 1,816
ALPHABET INC CAP STK CL C 02079K107 501 5,208 SH   OTR 1 0 0 5,208
ALPHABET INC CAP STK CL A 02079K305 563 5,883 SH   OTR 1 0 0 5,883
AMAZON COM INC COM 023135106 869 7,687 SH   OTR 1 0 0 7,687
AMERICAN EXPRESS CO COM 025816109 66 492 SH   OTR 1 0 0 492
AMGEN INC COM 031162100 145 645 SH   OTR 1 0 0 645
APPLE INC COM 037833100 1,963 14,201 SH   OTR 1 0 0 14,201
BK OF AMERICA CORP COM 060505104 195 6,448 SH   OTR 1 0 0 6,448
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 439 1,643 SH   OTR 1 0 0 1,643
CHEVRON CORP NEW COM 166764100 141 984 SH   OTR 1 0 0 984
COCA COLA CO COM 191216100 157 2,805 SH   OTR 1 0 0 2,805
COSTCO WHSL CORP NEW COM 22160K105 204 433 SH   OTR 1 0 0 433
DANAHER CORPORATION COM 235851102 178 691 SH   OTR 1 0 0 691
EXXON MOBIL CORP COM 30231G102 210 2,409 SH   OTR 1 0 0 2,409
META PLATFORMS INC CL A 30303M102 250 1,840 SH   OTR 1 0 0 1,840
HOME DEPOT INC COM 437076102 267 969 SH   OTR 1 0 0 969
INTUIT COM 461202103 113 293 SH   OTR 1 0 0 293
JPMORGAN CHASE & CO COM 46625H100 270 2,588 SH   OTR 1 0 0 2,588
JOHNSON & JOHNSON COM 478160104 396 2,425 SH   OTR 1 0 0 2,425
LABORATORY CORP AMER HLDGS COM NEW 50540R409 11 56 SH   OTR 1 0 0 56
LILLY ELI & CO COM 532457108 312 966 SH   OTR 1 0 0 966
LOWES COS INC COM 548661107 161 856 SH   OTR 1 0 0 856
MASTERCARD INCORPORATED CL A 57636Q104 210 738 SH   OTR 1 0 0 738
MERCK & CO INC COM 58933Y105 182 2,114 SH   OTR 1 0 0 2,114
MICROSOFT CORP COM 594918104 1,553 6,666 SH   OTR 1 0 0 6,666
NEXTERA ENERGY INC COM 65339F101 137 1,750 SH   OTR 1 0 0 1,750
NIKE INC CL B 654106103 114 1,368 SH   OTR 1 0 0 1,368
NVIDIA CORPORATION COM 67066G104 256 2,109 SH   OTR 1 0 0 2,109
PEPSICO INC COM 713448108 213 1,302 SH   OTR 1 0 0 1,302
PFIZER INC COM 717081103 231 5,276 SH   OTR 1 0 0 5,276
PROCTER AND GAMBLE CO COM 742718109 261 2,065 SH   OTR 1 0 0 2,065
QUALCOMM INC COM 747525103 119 1,056 SH   OTR 1 0 0 1,056
STARBUCKS CORP COM 855244109 108 1,280 SH   OTR 1 0 0 1,280
STRYKER CORPORATION COM 863667101 76 377 SH   OTR 1 0 0 377
TESLA INC COM 88160R101 595 2,242 SH   OTR 1 0 0 2,242
THERMO FISHER SCIENTIFIC INC COM 883556102 216 425 SH   OTR 1 0 0 425
UNION PAC CORP COM 907818108 118 607 SH   OTR 1 0 0 607
UNITEDHEALTH GROUP INC COM 91324P102 404 800 SH   OTR 1 0 0 800
VISA INC COM CL A 92826C839 288 1,621 SH   OTR 1 0 0 1,621