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 1,276 8,180 SH   SOLE   8,180 0 0
ABBOTT LABS COM 002824100 796 8,711 SH   SOLE   8,711 0 0
ABBVIE INC COM 00287Y109 729 7,429 SH   SOLE   7,429 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,812 8,438 SH   SOLE   8,438 0 0
ADOBE INC COM 00724F101 1,221 2,805 SH   SOLE   2,805 0 0
ALPHABET INC CAP STK CL A 02079K305 1,744 1,230 SH   SOLE   1,230 0 0
ALPHABET INC CAP STK CL C 02079K107 1,740 1,231 SH   SOLE   1,231 0 0
AMAZON COM INC COM 023135106 4,676 1,695 SH   SOLE   1,695 0 0
AMER STATES WTR CO COM 029899101 785 9,981 SH   SOLE   9,980 0 0
AMERICAN TOWER CORP NEW COM 03027X100 564 2,182 SH   SOLE   2,182 0 0
AMERISOURCEBERGEN CORP COM 03073E105 479 4,756 SH   SOLE   4,756 0 0
AMGEN INC COM 031162100 1,800 7,633 SH   SOLE   7,633 0 0
ANAPLAN INC COM 03272L108 3,442 75,957 SH   SOLE   75,957 0 0
ANTHEM INC COM 036752103 488 1,856 SH   SOLE   1,856 0 0
APPLE INC COM 037833100 7,686 21,069 SH   SOLE   21,069 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 724 4,861 SH   SOLE   4,861 0 0
AVALARA INC COM 05338G106 785 5,901 SH   SOLE   5,901 0 0
AVALONBAY CMNTYS INC COM 053484101 431 2,785 SH   SOLE   2,785 0 0
AXOS FINANCIAL INC COM 05465C100 209 9,470 SH   SOLE   9,470 0 0
BECTON DICKINSON & CO COM 075887109 1,063 4,441 SH   SOLE   4,440 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,325 7,420 SH   SOLE   7,420 0 0
BIOGEN INC COM 09062X103 242 905 SH   SOLE   905 0 0
BLACKROCK RES & COMMODITIES SHS 09257A108 101 16,400 SH   SOLE   16,400 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 902 7,700 SH   SOLE   7,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 274 4,666 SH   SOLE   4,665 0 0
BROADCOM INC COM 11135F101 407 1,288 SH   SOLE   1,287 0 0
BROWN FORMAN CORP CL B 115637209 222 3,488 SH   SOLE   3,488 0 0
CACI INTL INC CL A 127190304 1,144 5,275 SH   SOLE   5,275 0 0
CAPITAL ONE FINL CORP COM 14040H105 377 6,026 SH   SOLE   6,025 0 0
CHEVRON CORP NEW COM 166764100 623 6,980 SH   SOLE   6,979 0 0
CISCO SYS INC COM 17275R102 1,706 36,575 SH   SOLE   36,574 0 0
CLOROX CO DEL COM 189054109 1,209 5,511 SH   SOLE   5,510 0 0
COCA COLA CO COM 191216100 219 4,892 SH   SOLE   4,892 0 0
CONOCOPHILLIPS COM 20825C104 348 8,281 SH   SOLE   8,281 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 516 4,042 SH   SOLE   4,042 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 633 10,792 SH   SOLE   10,791 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,745 5,754 SH   SOLE   5,754 0 0
CVS HEALTH CORP COM 126650100 384 5,912 SH   SOLE   5,911 0 0
DARDEN RESTAURANTS INC COM 237194105 237 3,132 SH   SOLE   3,132 0 0
DIGITAL RLTY TR INC COM 253868103 1,144 8,051 SH   SOLE   8,051 0 0
DISCOVER FINL SVCS COM 254709108 323 6,455 SH   SOLE   6,454 0 0
DISNEY WALT CO COM DISNEY 254687106 1,670 14,976 SH   SOLE   14,976 0 0
DOCUSIGN INC COM 256163106 4,980 28,921 SH   SOLE   28,921 0 0
DOMINOS PIZZA INC COM 25754A201 475 1,287 SH   SOLE   1,287 0 0
EBAY INC. COM 278642103 207 3,940 SH   SOLE   3,940 0 0
ECOLAB INC COM 278865100 2,120 10,656 SH   SOLE   10,656 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 204 5,392 SH   SOLE   5,391 0 0
EPIZYME INC COM 29428V104 396 24,687 SH   SOLE   24,687 0 0
EQUINIX INC COM 29444U700 438 624 SH   SOLE   624 0 0
ESSEX PPTY TR INC COM 297178105 336 1,465 SH   SOLE   1,465 0 0
FACEBOOK INC CL A 30303M102 1,268 5,583 SH   SOLE   5,583 0 0
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 647 35,967 SH   SOLE   35,967 0 0
FIRST TR NASDAQ-100 TECH IND DJ INTERNT IDX 33733E302 2,049 12,016 SH   SOLE   12,016 0 0
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 395 6,592 SH   SOLE   6,591 0 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 357 6,904 SH   SOLE   6,903 0 0
FIRST TR MORNINGSTAR DIVID L SHS 336917109 952 37,543 SH   SOLE   37,542 0 0
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 248 12,458 SH   SOLE   12,457 0 0
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 230 4,200 SH   SOLE   4,200 0 0
FIRST TR VALUE LINE DIVID IN SHS 33734H106 343 11,299 SH   SOLE   11,299 0 0
GALLAGHER ARTHUR J & CO COM 363576109 781 8,014 SH   SOLE   8,014 0 0
GILEAD SCIENCES INC COM 375558103 610 7,933 SH   SOLE   7,933 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 783 7,823 SH   SOLE   7,823 0 0
HOME DEPOT INC COM 437076102 445 1,775 SH   SOLE   1,775 0 0
HONEYWELL INTL INC COM 438516106 1,556 10,763 SH   SOLE   10,762 0 0
IDEX CORP COM 45167R104 451 2,856 SH   SOLE   2,856 0 0
ILLINOIS TOOL WKS INC COM 452308109 253 1,445 SH   SOLE   1,445 0 0
INTEL CORP COM 458140100 1,031 17,231 SH   SOLE   17,230 0 0
INTUIT COM 461202103 2,053 6,933 SH   SOLE   6,933 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,425 9,794 SH   SOLE   9,794 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 336 6,756 SH   SOLE   6,756 0 0
INVESCO EXCHANGE-TRADED FD T S&P ULTRA DIVIDE 46138G656 269 9,765 SH   SOLE   9,764 0 0
IRON MTN INC NEW COM 46284V101 315 12,065 SH   SOLE   12,064 0 0
ISHARES TR CALIF MUN BD ETF 464288356 249 4,000 SH   SOLE   4,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 304 17,888 SH   SOLE   17,888 0 0
ISHARES TR CORE HIGH DV ETF 46429B663 419 5,160 SH   SOLE   5,160 0 0
ISHARES TR CORE MSCI EAFE 46432F842 211 3,684 SH   SOLE   3,683 0 0
ISHARES TR CORE MSCI EURO 46434V738 476 11,128 SH   SOLE   11,128 0 0
ISHARES TR MIN VOL EAFE ETF 46429B689 2,169 32,837 SH   SOLE   32,837 0 0
ISHARES INC MIN VOL EMRG MKT 464286533 637 12,242 SH   SOLE   12,241 0 0
ISHARES TR EXPANDED TECH 464287515 298 1,049 SH   SOLE   1,048 0 0
ISHARES TR INTL SEL DIV ETF 464288448 886 35,266 SH   SOLE   35,265 0 0
ISHARES TR JPMORGAN USD EMG 464288281 292 2,671 SH   SOLE   2,670 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 292 5,321 SH   SOLE   5,320 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 421 2,196 SH   SOLE   2,195 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 207 1,834 SH   SOLE   1,833 0 0
ISHARES TR S&P 100 ETF 464287101 922 6,475 SH   SOLE   6,475 0 0
ISHARES TR CORE S&P MCP ETF 464287507 1,014 5,700 SH   SOLE   5,700 0 0
ISHARES TR SELECT DIVID ETF 464287168 1,033 12,800 SH   SOLE   12,800 0 0
ISHARES TR US HOME CONS ETF 464288752 508 11,505 SH   SOLE   11,504 0 0
JOHNSON & JOHNSON COM 478160104 1,934 13,751 SH   SOLE   13,750 0 0
JPMORGAN CHASE & CO COM 46625H100 1,039 11,046 SH   SOLE   11,046 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 243 1,460 SH   SOLE   1,460 0 0
LINDE PLC SHS G5494J103 580 2,737 SH   SOLE   2,736 0 0
LIVONGO HEALTH INC COM 539183103 1,498 19,924 SH   SOLE   19,924 0 0
LYFT INC CL A COM 55087P104 2,436 73,808 SH   SOLE   73,808 0 0
MARRIOTT INTL INC NEW CL A 571903202 226 2,631 SH   SOLE   2,631 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 370 6,099 SH   SOLE   6,099 0 0
MCDONALDS CORP COM 580135101 820 4,444 SH   SOLE   4,444 0 0
MERCADOLIBRE INC COM 58733R102 1,420 1,441 SH   SOLE   1,441 0 0
METLIFE INC COM 59156R108 261 7,137 SH   SOLE   7,136 0 0
MICROSOFT CORP COM 594918104 3,036 14,916 SH   SOLE   14,915 0 0
NETFLIX INC COM 64110L106 936 2,058 SH   SOLE   2,058 0 0
NIKE INC CL B 654106103 2,001 20,413 SH   SOLE   20,413 0 0
NORDSON CORP COM 655663102 814 4,293 SH   SOLE   4,292 0 0
NORTHERN TR CORP COM 665859104 615 7,753 SH   SOLE   7,752 0 0
NOVAGOLD RES INC COM NEW 66987E206 262 28,575 SH   SOLE   28,575 0 0
NOVARTIS AG SPONSORED ADR 66987V109 214 2,448 SH   SOLE   2,448 0 0
NOVO-NORDISK A S ADR 670100205 427 6,522 SH   SOLE   6,522 0 0
NUVEEN CALIF MUN VALUE FD IN COM 67062C107 396 38,700 SH   SOLE   38,700 0 0
NVIDIA CORPORATION COM 67066G104 2,485 6,542 SH   SOLE   6,542 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 203 482 SH   SOLE   482 0 0
OTIS WORLDWIDE CORP COM 68902V107 223 3,917 SH   SOLE   3,917 0 0
PALO ALTO NETWORKS INC COM 697435105 551 2,397 SH   SOLE   2,397 0 0
PARKER HANNIFIN CORP COM 701094104 387 2,110 SH   SOLE   2,110 0 0
PAYCHEX INC COM 704326107 1,008 13,309 SH   SOLE   13,309 0 0
PAYPAL HLDGS INC COM 70450Y103 990 5,683 SH   SOLE   5,683 0 0
PFIZER INC COM 717081103 266 8,141 SH   SOLE   8,141 0 0
PHREESIA INC COM 71944F106 472 16,705 SH   SOLE   16,705 0 0
PINTEREST INC CL A 72352L106 10,210 460,542 SH   SOLE   460,542 0 0
PROCTER AND GAMBLE CO COM 742718109 391 3,274 SH   SOLE   3,274 0 0
PROLOGIS INC. COM 74340W103 327 3,505 SH   SOLE   3,505 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 506 8,207 SH   SOLE   8,206 0 0
REPUBLIC SVCS INC COM 760759100 387 4,720 SH   SOLE   4,720 0 0
ROSS STORES INC COM 778296103 692 8,117 SH   SOLE   8,117 0 0
ROYAL BK CDA COM 780087102 544 8,025 SH   SOLE   8,025 0 0
SALESFORCE COM INC COM 79466L302 376 2,007 SH   SOLE   2,007 0 0
SAP SE SPON ADR 803054204 383 2,735 SH   SOLE   2,735 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3,460 47,099 SH   SOLE   47,099 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 263 3,552 SH   SOLE   3,552 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 11,307 201,055 SH   SOLE   201,055 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3,635 70,235 SH   SOLE   70,235 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 330 2,451 SH   SOLE   2,451 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 14,336 461,113 SH   SOLE   461,113 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3,538 13,719 SH   SOLE   13,719 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,503 8,978 SH   SOLE   8,978 0 0
SPDR SER TR PRTFLO S&P500 HI 78468R788 549 19,717 SH   SOLE   19,716 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,162 7,011 SH   SOLE   7,010 0 0
SPDR SER TR S&P DIVID ETF 78464A763 366 4,014 SH   SOLE   4,013 0 0
STANLEY BLACK & DECKER INC COM 854502101 938 6,731 SH   SOLE   6,730 0 0
STARBUCKS CORP COM 855244109 986 13,399 SH   SOLE   13,399 0 0
STERIS PLC SHS USD G8473T100 1,295 8,440 SH   SOLE   8,440 0 0
STRYKER CORPORATION COM 863667101 278 1,545 SH   SOLE   1,545 0 0
SYSCO CORP COM 871829107 604 11,053 SH   SOLE   11,052 0 0
TARGET CORP COM 87612E106 412 3,435 SH   SOLE   3,434 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,370 22,678 SH   SOLE   22,678 0 0
TESLA INC COM 88160R101 734 680 SH   SOLE   680 0 0
TEXAS INSTRS INC COM 882508104 297 2,343 SH   SOLE   2,343 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 630 1,740 SH   SOLE   1,740 0 0
TRUIST FINL CORP COM 89832Q109 980 26,101 SH   SOLE   26,101 0 0
UNION PAC CORP COM 907818108 697 4,124 SH   SOLE   4,124 0 0
UNITED PARCEL SERVICE INC CL B 911312106 432 3,889 SH   SOLE   3,889 0 0
UNITEDHEALTH GROUP INC COM 91324P102 702 2,380 SH   SOLE   2,379 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 336 1,206 SH   SOLE   1,206 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 726 7,633 SH   SOLE   7,633 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 622 8,808 SH   SOLE   8,808 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 888 8,356 SH   SOLE   8,356 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 686 6,857 SH   SOLE   6,857 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 350 4,459 SH   SOLE   4,459 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 515 1,818 SH   SOLE   1,818 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 869 8,127 SH   SOLE   8,127 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 718 13,028 SH   SOLE   13,027 0 0
VISA INC COM CL A 92826C839 3,479 18,009 SH   SOLE   18,009 0 0
WELLS FARGO CO NEW COM 949746101 376 14,671 SH   SOLE   14,670 0 0
WESTERN ASSET INTER MUNI FD COM 958435109 89 10,400 SH   SOLE   10,400 0 0
WORKDAY INC CL A 98138H101 1,025 5,473 SH   SOLE   5,473 0 0
WP CAREY INC COM 92936U109 762 11,260 SH   SOLE   11,260 0 0
XYLEM INC COM 98419M100 302 4,647 SH   SOLE   4,647 0 0
YUM BRANDS INC COM 988498101 425 4,894 SH   SOLE   4,894 0 0
ZOETIS INC CL A 98978V103 252 1,841 SH   SOLE   1,841 0 0