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
3M CO COM 88579Y101 13 80 SH   SOLE   80 0 0
ABBOTT LABS COM 002824100 1,081 9,930 SH   SOLE   9,930 0 0
ABBVIE INC COM 00287Y109 860 9,820 SH   SOLE   9,820 0 0
ACCENTURE PLC CLASS A COM G1151C101 40 177 SH   SOLE   177 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 792 1,615 SH   SOLE   1,615 0 0
AFLAC INC COM 001055102 976 26,850 SH   SOLE   26,850 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 92 910 SH   SOLE   910 0 0
AIR PRODS & CHEMS INC COM 009158106 179 600 SH   SOLE   600 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 19 170 SH   SOLE   170 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 3,173 10,792 SH   SOLE   10,792 0 0
ALIGN TECHNOLOGY INC COM 016255101 80 600 SH Call SOLE   600 0 0
ALPHABET INC CL A COM 02079K305 1,228 838 SH   SOLE   838 0 0
ALPHABET INC CL C COM 02079K107 4,509 3,068 SH   SOLE   3,068 0 0
AMAZON COM INC COM 023135106 7,777 2,470 SH   SOLE   2,470 0 0
AMERICAN EXPRESS CO COM 025816109 984 9,820 SH   SOLE   9,820 0 0
AMERICAN TOWER CORP COM 03027X100 6,367 26,341 SH   SOLE   26,341 0 0
AMERICAN WTR WKS CO INC COM 030420103 83 575 SH   SOLE   575 0 0
AMGEN INC COM 031162100 76 300 SH   SOLE   300 0 0
APPLE HOSPITALITY REIT INC COM 03784Y200 106 11,000 SH   SOLE   11,000 0 0
APPLE INC COM 037833100 20,242 174,787 SH   SOLE   174,787 0 0
ASTRAZENECA PLC ADR 046353108 133 2,425 SH   SOLE   2,425 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 58 413 SH   SOLE   413 0 0
AVERY DENNISON CORP COM 053611109 24 185 SH   SOLE   185 0 0
BERKSHIRE HATHAWAY INC CL B COM 084670702 2,288 10,745 SH   SOLE   10,745 0 0
BEYOND MEAT INC COM 08862E109 1 8 SH   SOLE   8 0 0
BK OF AMERICA CORP COM 060505104 73 3,050 SH   SOLE   3,050 0 0
BLACKROCK INC COM 09247X101 15 27 SH   SOLE   27 0 0
BOEING CO COM 097023105 4,512 27,300 SH   SOLE   27,300 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,299 38,125 SH   SOLE   38,125 0 0
BROADCOM INC COM 11135F101 879 2,412 SH   SOLE   2,412 0 0
CATERPILLAR INC COM 149123101 4,832 32,400 SH   SOLE   32,400 0 0
CHEVRON CORP COM 166764100 29 400 SH   SOLE   400 0 0
CHUNGHWA TELECOM CO LTD ADR 17133Q502 29 800 SH   SOLE   800 0 0
CISCO SYS INC COM 17275R102 149 3,777 SH   SOLE   3,777 0 0
CLOROX CO COM 189054109 89 422 SH   SOLE   422 0 0
CLOUDFLARE INC COM 18915M107 53 1,300 SH   SOLE   1,300 0 0
COCA COLA CO COM 191216100 118 2,400 SH   SOLE   2,400 0 0
COLGATE PALMOLIVE CO COM 194162103 10 127 SH   SOLE   127 0 0
COMCAST CORP CL A COM 20030N101 42 900 SH   SOLE   900 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 195 1,030 SH   SOLE   1,030 0 0
COSTCO WHSL CORP COM 22160K105 4,233 11,924 SH   SOLE   11,924 0 0
CRISPR THERAPEUTICS AG COM H17182108 8 100 SH   SOLE   100 0 0
CROWN CASTLE INTL CORP COM 22822V101 26 155 SH   SOLE   155 0 0
CUMMINS INC COM 231021106 196 930 SH   SOLE   930 0 0
CVS HEALTH CORP COM 126650100 106 1,820 SH   SOLE   1,820 0 0
DANAHER CORPORATION COM 235851102 1,759 8,169 SH   SOLE   8,169 0 0
DEXCOM INC COM 252131107 4,339 10,526 SH   SOLE   10,526 0 0
DIAGEO PLC ADR 25243Q205 229 1,661 SH   SOLE   1,661 0 0
DISNEY WALT CO COM 254687106 2,533 20,415 SH   SOLE   20,415 0 0
DOLLAR GEN CORP COM 256677105 16 75 SH   SOLE   75 0 0
EBAY INC COM 278642103 656 12,600 SH   SOLE   12,600 0 0
ELECTRONIC ARTS INC COM 285512109 2,717 20,835 SH   SOLE   20,835 0 0
EQUIFAX INC COM 294429105 7,186 45,800 SH   SOLE   45,800 0 0
ETFMG PRIME CYBER SECURITY ETF ETF 26924G201 30 650 SH   SOLE   650 0 0
ETSY INC COM 29786A106 365 3,000 SH   SOLE   3,000 0 0
EURONET WORLDWIDE INC COM 298736109 64 700 SH   SOLE   700 0 0
EVERSOURCE ENERGY COM 30040W108 590 7,065 SH   SOLE   7,065 0 0
EXXON MOBIL CORP COM 30231G102 3,568 103,941 SH   SOLE   103,941 0 0
FACEBOOK INC CL A COM 30303M102 515 1,966 SH   SOLE   1,966 0 0
FASTENAL CO COM 311900104 14 300 SH   SOLE   300 0 0
FASTLY INC CL A COM 31188V100 1,918 20,469 SH   SOLE   20,469 0 0
FIRST TRUST MUNICIPAL HIGH INCOME ETF ETF 33739P301 65 1,250 SH   SOLE   1,250 0 0
FORTINET INC COM 34959E109 2,047 17,379 SH   SOLE   17,379 0 0
FORTUNE BRANDS HOME & SEC INC COM 34964C106 87 1,000 SH   SOLE   1,000 0 0
GENERAL ELECTRIC CO COM 369604103 718 115,222 SH   SOLE   115,222 0 0
GENERAL MLS INC COM 370334104 15 250 SH   SOLE   250 0 0
GILEAD SCIENCES INC COM 375558103 2,847 45,051 SH   SOLE   45,051 0 0
GLAXOSMITHKLINE PLC ADR 37733W105 38 1,000 SH   SOLE   1,000 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 63 600 SH   SOLE   600 0 0
HOME DEPOT INC COM 437076102 2,472 8,900 SH   SOLE   8,900 0 0
ILLINOIS TOOL WKS INC COM 452308109 31 160 SH   SOLE   160 0 0
ILLUMINA INC COM 452327109 304 985 SH   SOLE   985 0 0
ILLUMINA INC COM 452327109 38 500 SH Call SOLE   500 0 0
INTEL CORP COM 458140100 860 16,600 SH   SOLE   16,600 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 46 378 SH   SOLE   378 0 0
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF ETF 46138E206 8 292 SH   SOLE   292 0 0
INVESCO GLOBAL CLEAN ENERGY ETF ETF 46138G847 9 400 SH   SOLE   400 0 0
INVESCO GLOBAL WATER ETF ETF 46138E651 19 600 SH   SOLE   600 0 0
INVESCO PREFERRED ETF ETF 46138E511 10 689 SH   SOLE   689 0 0
INVESCO QQQ TRUST ETF 46090E103 111 400 SH   SOLE   400 0 0
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 1,041 17,120 SH   SOLE   17,120 0 0
ISHARES AAA - A RATED CORPORATE BOND ETF ETF 46429B291 29 495 SH   SOLE   495 0 0
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 12 200 SH   SOLE   200 0 0
ISHARES COMEX GOLD TRUST ETF 464285105 465 25,875 SH   SOLE   25,875 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 108 321 SH   SOLE   321 0 0
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 12 475 SH   SOLE   475 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 946 7,025 SH   SOLE   7,025 0 0
ISHARES MBS ETF ETF 464288588 390 3,530 SH   SOLE   3,530 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 117 1,005 SH   SOLE   1,005 0 0
ISHARES RUSSELL MID-CAP ETF ETF 464287499 74 1,292 SH   SOLE   1,292 0 0
ISHARES S&P 500 VALUE ETF ETF 464287408 60 530 SH   SOLE   530 0 0
ISHARES S&P MIDCAP FUND ETF 464287507 69 373 SH   SOLE   373 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 42 598 SH   SOLE   598 0 0
ISHARES TIPS BOND ETF ETF 464287176 8 65 SH   SOLE   65 0 0
JOHNSON & JOHNSON COM 478160104 1,208 8,112 SH   SOLE   8,111 0 0
JPMORGAN CHASE & CO COM 46625H100 180 1,867 SH   SOLE   1,867 0 0
KANSAS CITY SOUTHERN COM 485170302 36 200 SH   SOLE   200 0 0
KIMBERLY-CLARK CORP COM 494368103 22 147 SH   SOLE   147 0 0
KINDER MORGAN INC COM 49456B101 113 9,165 SH   SOLE   9,165 0 0
LILLY ELI & CO COM 532457108 37 250 SH   SOLE   250 0 0
LINDE PLC COM G5494J103 14 57 SH   SOLE   57 0 0
LOWES COS INC COM 548661107 53 320 SH   SOLE   320 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 1,507 4,455 SH   SOLE   4,455 0 0
MCDONALDS CORP COM 580135101 33 150 SH   SOLE   150 0 0
MEDTRONIC PLC COM G5960L103 33 315 SH   SOLE   315 0 0
MERCADOLIBRE INC COM 58733R102 2,981 2,754 SH   SOLE   2,754 0 0
MERCK & CO. INC COM 58933Y105 1,529 18,435 SH   SOLE   18,435 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,818 17,691 SH   SOLE   17,691 0 0
MICROSOFT CORP COM 594918104 10,350 49,208 SH   SOLE   49,208 0 0
MONDELEZ INTL INC CL A COM 609207105 115 2,000 SH   SOLE   2,000 0 0
MONSTER BEVERAGE CORP COM 61174X109 4,170 51,989 SH   SOLE   51,989 0 0
NETEASE INC ADR 64110W102 11 25 SH   SOLE   25 0 0
NETFLIX INC COM 64110L106 378 755 SH   SOLE   755 0 0
NEXTERA ENERGY INC COM 65339F101 2,639 9,507 SH   SOLE   9,507 0 0
NIKE INC CL B COM 654106103 3,572 28,452 SH   SOLE   28,452 0 0
NVIDIA CORPORATION COM 67066G104 643 1,188 SH   SOLE   1,188 0 0
OKTA INC CL A COM 679295105 3,392 15,861 SH   SOLE   15,861 0 0
ORACLE CORP COM 68389X105 842 14,101 SH   SOLE   14,101 0 0
PAYPAL HLDGS INC COM 70450Y103 3,534 17,937 SH   SOLE   17,937 0 0
PEPSICO INC COM 713448108 2,087 15,058 SH   SOLE   15,058 0 0
PERKINELMER INC COM 714046109 35 277 SH   SOLE   277 0 0
PFIZER INC COM 717081103 3,759 102,418 SH   SOLE   102,418 0 0
PIMCO CALIF MUN INCOME FD III CEF 72201C109 57 5,400 SH   SOLE   5,400 0 0
PROCTER AND GAMBLE CO COM 742718109 22,374 160,975 SH   SOLE   160,975 0 0
PROGRESSIVE CORP COM 743315103 172 1,816 SH   SOLE   1,816 0 0
PROLOGIS INC COM 74340W103 70 700 SH   SOLE   700 0 0
PUBLIC SVC ENTERPRISE GRP INC COM 744573106 32 583 SH   SOLE   583 0 0
QUALCOMM INC COM 747525103 957 8,128 SH   SOLE   8,128 0 0
QUEST DIAGNOSTICS INC COM 74834L100 11 100 SH   SOLE   100 0 0
QUIDEL CORP COM 74838J101 26 120 SH   SOLE   120 0 0
REPUBLIC SVCS INC COM 760759100 120 1,290 SH   SOLE   1,290 0 0
RESMED INC COM 761152107 29 168 SH   SOLE   168 0 0
ROCKWELL AUTOMATION INC COM 773903109 22 100 SH   SOLE   100 0 0
ROPER TECHNOLOGIES INC COM 776696106 40 100 SH   SOLE   100 0 0
ROYAL DUTCH SHELL PLC ADR 780259206 30 1,200 SH   SOLE   1,200 0 0
SALESFORCE COM INC COM 79466L302 3,311 13,174 SH   SOLE   13,174 0 0
SCHWAB CHARLES CORP COM 808513105 36 1,000 SH   SOLE   1,000 0 0
SEMPRA ENERGY COM 816851109 45 382 SH   SOLE   382 0 0
SERVICENOW INC COM 81762P102 315 650 SH   SOLE   650 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,814 26,215 SH   SOLE   26,215 0 0
SMUCKER J M CO COM 832696405 157 1,358 SH   SOLE   1,358 0 0
SONY CORP ADR 835699307 23 300 SH   SOLE   300 0 0
STARBUCKS CORP COM 855244109 626 7,290 SH   SOLE   7,290 0 0
SYSCO CORP COM 871829107 25 395 SH   SOLE   395 0 0
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 2,204 27,185 SH   SOLE   27,185 0 0
TARGET CORP COM 87612E106 39 250 SH   SOLE   250 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 117 1,000 SH   SOLE   1,000 0 0
TELADOC HEALTH INC COM 87918A105 3,686 16,812 SH   SOLE   16,812 0 0
TEXAS INSTRS INC COM 882508104 479 3,357 SH   SOLE   3,357 0 0
THE TRADE DESK INC CL A COM 88339J105 4,476 8,628 SH   SOLE   8,628 0 0
THE TRADE DESK INC CL A COM 88339J105 160 500 SH Call SOLE   500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,134 11,628 SH   SOLE   11,628 0 0
TJX COS INC COM 872540109 98 1,754 SH   SOLE   1,754 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 18 150 SH   SOLE   150 0 0
TRIMBLE INC COM 896239100 97 2,000 SH   SOLE   2,000 0 0
UNION PAC CORP COM 907818108 707 3,589 SH   SOLE   3,589 0 0
UNITEDHEALTH GROUP INC COM 91324P102 36 115 SH   SOLE   115 0 0
V F CORP COM 918204108 39 551 SH   SOLE   551 0 0
VALERO ENERGY CORP COM 91913Y100 179 4,140 SH   SOLE   4,140 0 0
VANECK VECTORS HIGH YIELD MUNI ETF ETF 92189H409 10 175 SH   SOLE   175 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 58 736 SH   SOLE   736 0 0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 58 695 SH   SOLE   695 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 17 100 SH   SOLE   100 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,645 27,655 SH   SOLE   27,655 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,729 10,029 SH   SOLE   10,029 0 0
VISA INC CL A COM 92826C839 879 4,398 SH   SOLE   4,398 0 0
WABTEC COM 929740108 62 1,000 SH   SOLE   1,000 0 0
WALMART INC COM 931142103 64 460 SH   SOLE   460 0 0
WASTE MGMT INC COM 94106L109 200 1,763 SH   SOLE   1,763 0 0
WILLIAMS COS INC COM 969457100 491 25,000 SH   SOLE   25,000 0 0
ZOETIS INC CL A COM 98978V103 2,482 15,006 SH   SOLE   15,006 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A COM 98980L101 129 275 SH   SOLE   275 0 0