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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101 BBG001S5NCQ5 2,526,601 4,235 SH   SOLE   4,147 0 88
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 759,187 5,461 SH   SOLE   5,419 0 42
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 583,266 4,037 SH   SOLE   4,037 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 441,414 1,611 SH   SOLE   1,611 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,809,306 20,111 SH   SOLE   19,863 0 248
AMAZON COM INC COM 023135106 BBG001S5PQL7 3,589,022 23,621 SH   SOLE   22,310 0 1,311
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 813,826 6,166 SH   SOLE   6,130 0 35
APPLE INC COM 037833100 BBG001S5N8V8 3,736,123 19,405 SH   SOLE   19,067 0 339
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 392,851 2,424 SH   SOLE   2,320 0 104
APTIV PLC SHS G6095L109 BBG001TRL2T7 399,344 4,451 SH   SOLE   4,360 0 91
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 392,124 1,665 SH   SOLE   1,630 0 35
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 389,845 515 SH   SOLE   492 0 23
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,561,356 46,372 SH   SOLE   45,009 0 1,364
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,942,656 5,447 SH   SOLE   5,351 0 96
BIOGEN INC COM 09062X103 BBG001S67826 950,980 3,675 SH   SOLE   3,642 0 33
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 746,043 14,254 SH   SOLE   14,185 0 68
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 329,891 93 SH   SOLE   93 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 571,930 512 SH   SOLE   512 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 359,256 1,319 SH   SOLE   1,259 0 60
CINTAS CORP COM 172908105 BBG001S7CRG1 2,328,088 3,863 SH   SOLE   3,803 0 60
CISCO SYS INC COM 17275R102 BBG001S6HC62 476,415 9,430 SH   SOLE   9,430 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 1,601,376 27,174 SH   SOLE   26,501 0 673
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 502,741 2,080 SH   SOLE   2,080 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2,242,354 3,397 SH   SOLE   3,330 0 67
CUMMINS INC COM 231021106 BBG001S5Q9M3 325,337 1,358 SH   SOLE   1,358 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 377,084 1,630 SH   SOLE   1,596 0 34
DEERE & CO COM 244199105 BBG001S5QFF7 1,556,485 3,892 SH   SOLE   3,811 0 82
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 508,916 3,282 SH   SOLE   3,282 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 726,051 8,041 SH   SOLE   7,541 0 501
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 506,172 1,073 SH   SOLE   1,073 0 0
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 389,318 10,808 SH   SOLE   10,808 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 508,962 4,208 SH   SOLE   4,208 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 736,652 7,368 SH   SOLE   7,067 0 301
FASTENAL CO COM 311900104 BBG001S5R1F7 333,524 5,149 SH   SOLE   5,149 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 945,041 3,491 SH   SOLE   3,461 0 30
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,472,472 4,249 SH   SOLE   4,152 0 97
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 329,900 1,259 SH   SOLE   1,259 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,317,211 3,707 SH   SOLE   3,614 0 93
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 BBG001T06LF6 638,065 30,944 SH   SOLE   29,615 0 1,329
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7,033,984 17,176 SH   SOLE   16,293 0 883
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 942,642 4,074 SH   SOLE   3,997 0 77
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 776,268 19,889 SH   SOLE   19,883 0 6
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 3,574,479 111,493 SH   SOLE   110,374 0 1,119
ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 1,539,548 36,465 SH   SOLE   35,654 0 811
ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1,530,747 28,442 SH   SOLE   26,679 0 1,763
ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 636,296 12,777 SH   SOLE   11,258 0 1,519
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 14,124,336 200,772 SH   SOLE   190,241 0 10,531
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 3,919,879 60,371 SH   SOLE   58,029 0 2,342
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 3,648,508 13,164 SH   SOLE   12,296 0 868
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 3,691,154 34,098 SH   SOLE   32,435 0 1,663
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 22,932,072 217,923 SH   SOLE   210,801 0 7,123
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 5,827,742 126,498 SH   SOLE   124,260 0 2,238
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 914,935 9,218 SH   SOLE   7,200 0 2,018
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 2,240,039 23,129 SH   SOLE   21,771 0 1,358
ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1,328,739 21,466 SH   SOLE   20,321 0 1,145
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 2,665,239 51,156 SH   SOLE   48,349 0 2,807
ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 751,802 17,379 SH   SOLE   17,125 0 253
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 12,775,491 169,122 SH   SOLE   167,224 0 1,898
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 2,650,903 69,742 SH   SOLE   68,849 0 894
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 19,876,132 189,441 SH   SOLE   187,503 0 1,938
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 8,480,783 177,645 SH   SOLE   175,064 0 2,582
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 250,120 10,217 SH   SOLE   10,217 0 0
ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 3,289,303 141,354 SH   SOLE   139,452 0 1,901
ISHARES TR ESG SCRD S&P MID 46436E551 BBG00XDJF7W4 1,166,558 30,923 SH   SOLE   30,145 0 778
ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 2,364,474 89,563 SH   SOLE   87,935 0 1,629
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 2,773,879 54,798 SH   SOLE   53,355 0 1,443
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 639,009 8,257 SH   SOLE   7,902 0 355
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 651,870 5,891 SH   SOLE   5,644 0 247
ISHARES TR INVESTMENT GRADE 46435G219 BBG00H4BPM52 1,510,116 33,376 SH   SOLE   32,637 0 740
ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 956,767 18,660 SH   SOLE   18,355 0 305
ISHARES TR MBS ETF 464288588 BBG001SSD8B1 5,432,384 57,742 SH   SOLE   56,768 0 974
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1,841,492 24,439 SH   SOLE   23,389 0 1,050
ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 738,564 10,651 SH   SOLE   10,156 0 495
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 325,945 8,106 SH   SOLE   7,758 0 348
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 4,777,180 52,468 SH   SOLE   52,405 0 62
ISHARES TR MSCI LW CRB TG 46434V464 BBG007PGJH85 344,589 2,082 SH   SOLE   2,082 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1,719,890 22,041 SH   SOLE   21,280 0 761
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 2,538,903 17,255 SH   SOLE   15,210 0 2,045
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 22,510,243 207,640 SH   SOLE   204,703 0 2,937
ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 24,670,002 214,354 SH   SOLE   198,853 0 15,501
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 280,994 1,400 SH   SOLE   1,400 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 4,699,471 62,576 SH   SOLE   58,877 0 3,699
ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 4,804,359 27,629 SH   SOLE   25,993 0 1,635
ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 4,849,709 61,218 SH   SOLE   57,588 0 3,630
ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 3,265,898 64,710 SH   SOLE   63,521 0 1,189
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 955,235 7,782 SH   SOLE   6,950 0 832
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,761,415 11,238 SH   SOLE   10,981 0 257
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1,454,623 8,552 SH   SOLE   8,232 0 319
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 417,770 2,626 SH   SOLE   2,570 0 56
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 500,441 639 SH   SOLE   629 0 10
LINDE PLC SHS G54950103 BBG01FND0CH6 500,552 1,219 SH   SOLE   1,219 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 1,019,001 1,993 SH   SOLE   1,976 0 17
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 374,476 878 SH   SOLE   860 0 18
MCDONALDS CORP COM 580135101 BBG001S5T110 661,727 2,232 SH   SOLE   2,232 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 510,751 325 SH   SOLE   325 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1,474,243 4,165 SH   SOLE   4,037 0 128
METLIFE INC COM 59156R108 BBG001S5T3R8 558,506 8,446 SH   SOLE   8,446 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,713,281 15,193 SH   SOLE   15,069 0 125
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 434,977 7,161 SH   SOLE   7,161 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 618,880 5,700 SH   SOLE   5,520 0 181
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3,312,510 6,689 SH   SOLE   6,519 0 170
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 327,778 345 SH   SOLE   345 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 996,694 3,380 SH   SOLE   3,320 0 60
PAYCHEX INC COM 704326107 BBG001S5V135 386,203 3,242 SH   SOLE   3,242 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 635,278 4,342 SH   SOLE   4,342 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 BBG001T618D9 632,569 6,339 SH   SOLE   6,067 0 272
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 904,307 6,171 SH   SOLE   5,975 0 196
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 376,556 2,825 SH   SOLE   2,825 0 0
PTC INC COM 69370C100 BBG001S6DNK6 401,883 2,297 SH   SOLE   2,193 0 104
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 557,826 6,630 SH   SOLE   6,170 0 460
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,056,032 4,667 SH   SOLE   4,640 0 27
SALESFORCE INC COM 79466L302 BBG001SDLP09 271,824 1,033 SH   SOLE   1,033 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 913,492 1,293 SH   SOLE   1,282 0 11
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 267,578 710 SH   SOLE   710 0 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 5,148,338 145,392 SH   SOLE   137,149 0 8,244
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5,488,429 11,547 SH   SOLE   10,946 0 601
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 329,797 650 SH   SOLE   650 0 0
SPDR SER TR NUVEEN BLOOMBERG 78464A284 BBG001V11QG4 1,015,796 40,150 SH   SOLE   39,480 0 670
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 245,313 3,771 SH   SOLE   3,771 0 0
SPDR SER TR SSGA US SMAL ETF 78468R887 BBG0045LCCP2 436,091 3,876 SH   SOLE   3,694 0 181
STARBUCKS CORP COM 855244109 BBG001S72KH6 622,612 6,485 SH   SOLE   6,485 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 337,781 656 SH   SOLE   642 0 14
TARGET CORP COM 87612E106 BBG001SC0K41 525,344 3,689 SH   SOLE   3,655 0 34
TESLA INC COM 88160R101 BBG001SQKGD7 2,298,626 9,251 SH   SOLE   9,110 0 141
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 842,710 4,944 SH   SOLE   4,918 0 25
TJX COS INC NEW COM 872540109 BBG001S5WQ93 529,238 5,642 SH   SOLE   5,642 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 419,431 856 SH   SOLE   838 0 18
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3,026,664 5,749 SH   SOLE   5,683 0 66
VANECK ETF TRUST VANECK SHRT MUNI 92189F528 BBG001SSZW79 4,252,531 248,832 SH   SOLE   244,463 0 4,369
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 3,398,542 14,609 SH   SOLE   14,425 0 184
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1,270,873 5,957 SH   SOLE   5,842 0 115
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 205,217 865 SH   SOLE   865 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 1,994,686 39,073 SH   SOLE   39,073 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 686,494 14,332 SH   SOLE   14,332 0 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 445,375 8,057 SH   SOLE   8,057 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 10,360,417 121,801 SH   SOLE   120,346 0 1,456
VISA INC COM CL A 92826C839 BBG001SRCFY3 3,063,061 11,765 SH   SOLE   11,595 0 170
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2,079,439 11,610 SH   SOLE   11,394 0 217