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
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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
AMAZON COM INC COM Stock 023135106   250,291 1,920 SH   SOLE 0 0 0 1,920
JOHNSON & JOHNSON COM Stock 478160104   1,226,172 7,408 SH   SOLE 0 414 0 6,994
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   26,688,027 121,155 SH   SOLE 0 17,854 0 103,301
WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527   455,619 9,054 SH   SOLE 0 0 0 9,054
COSTCO WHSL CORP NEW COM Stock 22160K105   269,190 500 SH   SOLE 0 0 0 500
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570   615,704 7,315 SH   SOLE 0 144 0 7,171
VANGUARD REIT INDEX ETF ETF 922908553   1,979,283 23,687 SH   SOLE 0 6,500 0 17,186
ISHARES MSCI USA ESG SELECT ETF ETF 464288802   2,205,597 23,554 SH   SOLE 0 0 0 23,554
ISHARES MSCI ACWI EX US ETF 464288240   2,802,373 56,936 SH   SOLE 0 0 0 56,935
INTEL CORP COM Stock 458140100   280,428 8,386 SH   SOLE 0 100 0 8,286
STATE STR CORP COM Stock 857477103   405,490 5,541 SH   SOLE 0 3,734 0 1,807
ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516   493,517 6,767 SH   SOLE 0 29 0 6,738
ISHARES S&P 100 ETF ETF 464287101   644,871 3,114 SH   SOLE 0 0 0 3,114
VERIZON COMMUNICATIONS Stock 92343V104   228,086 6,133 SH   SOLE 0 500 0 5,633
ISHARES COHEN & STEERS REIT ETF ETF 464287564   537,679 9,676 SH   SOLE 0 0 0 9,675
PEPSICO INC COM Stock 713448108   1,266,164 6,836 SH   SOLE 0 861 0 5,975
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356   1,069,918 18,787 SH   SOLE 0 0 0 18,786
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243   617,261 25,816 SH   SOLE 0 23,835 0 1,981
SCHWAB U.S. BROAD MARKET ETF ETF 808524102   969,995 18,762 SH   SOLE 0 3,606 0 15,156
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   2,042,659 57,298 SH   SOLE 0 0 0 57,297
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   2,476,996 47,298 SH   SOLE 0 8,274 0 39,024
ISHARES S&P SMALL-CAP FUND ETF 464287804   206,475 2,072 SH   SOLE 0 72 0 2,000
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   625,053 1,833 SH   SOLE 0 1,283 0 550
VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409   1,298,721 17,165 SH   SOLE 0 3,476 0 13,689
ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665   242,458 5,740 SH   SOLE 0 5,740 0 0
MICROSOFT CORP COM Stock 594918104   3,008,330 8,834 SH   SOLE 0 471 0 8,363
SCHLUMBERGER LTD COM STK Stock 806857108   226,001 4,601 SH   SOLE 0 0 0 4,601
VANGUARD SMALL-CAP ETF ETF 922908751   201,873 1,015 SH   SOLE 0 1,015 0 0
VANGUARD MID CAP ETF 922908629   376,762 1,711 SH   SOLE 0 0 0 1,711
VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102   854,866 14,808 SH   SOLE 0 774 0 14,034
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702   349,306 790 SH   SOLE 0 775 0 15
VANGUARD S&P 500 ETF ETF 922908363   557,974 1,370 SH   SOLE 0 1,370 0 0
ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747   708,381 7,258 SH   SOLE 0 7,258 0 0
GLADSTONE LD CORP COM REIT 376549101   325,400 20,000 SH   SOLE 0 0 0 20,000
ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF ETF 46436E619   822,646 19,320 SH   SOLE 0 6,159 0 13,161
ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759   616,226 10,117 SH   SOLE 0 9,011 0 1,106
ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767   754,339 20,983 SH   SOLE 0 16,852 0 4,131
SCHWAB US AGGREGATE BOND ETF ETF 808524839   2,580,529 55,904 SH   SOLE 0 1,303 0 54,601
COUPANG INC CL A Stock 22266T109   459,795 26,425 SH   SOLE 0 0 0 26,425
VINTAGE WINE ESTATES INC COM Stock 92747V106   8,555 10,000 SH   SOLE 0 0 0 10,000
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697   1,843,776 24,805 SH   SOLE 0 5,409 0 19,395
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880   1,019,090 43,719 SH   SOLE 0 21,110 0 22,609
DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807   222,427 6,771 SH   SOLE 0 6,771 0 0
ISHARES TR S&P 1500 INDEX FD ETF 464287150   397,230 4,060 SH   SOLE 0 0 0 4,060
DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724   440,738 12,775 SH   SOLE 0 12,775 0 0
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805   376,942 7,949 SH   SOLE 0 50 0 7,899
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834   456,750 7,294 SH   SOLE 0 0 0 7,294
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   386,952 7,851 SH   SOLE 0 757 0 7,093
VANGUARD TOTAL BOND MARKET ETF ETF 921937835   1,702,620 23,423 SH   SOLE 0 2,683 0 20,740
VANGUARD FTSE ALL-WORLD EX-US ETF 922042775   7,730,214 142,073 SH   SOLE 0 45,330 0 96,743
QUALCOMM INC Stock 747525103   936,964 7,871 SH   SOLE 0 900 0 6,971
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407   485,775 9,938 SH   SOLE 0 988 0 8,950
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556   1,129,723 8,898 SH   SOLE 0 8,898 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301   410,070 3,733 SH   SOLE 0 0 0 3,733
ISHARES CORE S&P 500 ETF ETF 464287200   17,014,926 38,175 SH   SOLE 0 4,324 0 33,850
CINTAS CORP Stock 172908105   785,386 1,580 SH   SOLE 0 0 0 1,580
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   509,750 977 SH   SOLE 0 0 0 977
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   493,616 4,625 SH   SOLE 0 0 0 4,624
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858   2,799,616 60,624 SH   SOLE 0 5,087 0 55,537
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858   3,271,160 80,412 SH   SOLE 0 1,059 0 79,353
GILEAD SCIENCES INC Stock 375558103   444,925 5,773 SH   SOLE 0 3,000 0 2,773
ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803   2,895,558 93,405 SH   SOLE 0 14,016 0 79,389
ALLIANT ENERGY CORP COM Stock 018802108   862,929 16,443 SH   SOLE 0 0 0 16,443
VANGUARD SHORT-TERM BOND ETF ETF 921937827   679,072 8,986 SH   SOLE 0 3,718 0 5,268
ISHARES RUSSELL 3000 ETF ETF 464287689   500,562 1,967 SH   SOLE 0 0 0 1,967
EXXON MOBIL CORP COM Stock 30231G102   851,565 7,940 SH   SOLE 0 300 0 7,640
ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381   306,078 5,505 SH   SOLE 0 65 0 5,440
ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224   312,138 16,964 SH   SOLE 0 8,701 0 8,263
APPLE INC COM Stock 037833100   341,775 1,762 SH   SOLE 0 34 0 1,728