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 202 1,154 SH   SOLE   0 0 1,154
ADOBE SYSTEMS INCORPORATED COM 00724F101 489 977 SH   SOLE   0 0 977
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 226 971 SH   SOLE   0 0 971
ALPHABET INC CAP STK CL A 02079K305 498 284 SH   SOLE   0 0 284
ALPHABET INC CAP STK CL C 02079K107 424 242 SH   SOLE   0 0 242
AMAZON COM INC COM 023135106 1,861 571 SH   SOLE   0 0 571
AMERICAN EXPRESS CO COM 025816109 202 1,673 SH   SOLE   0 0 1,673
AMETEK INC COM 031100100 993 8,207 SH   SOLE   0 0 8,207
AMGEN INC COM 031162100 201 874 SH   SOLE   0 0 874
APPLE INC COM 037833100 37,640 283,669 SH   SOLE   0 0 283,669
AT&T INC COM 00206R102 277 9,618 SH   SOLE   0 0 9,618
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 820 3,536 SH   SOLE   0 0 3,536
BK OF AMERICA CORP COM 060505104 303 10,004 SH   SOLE   0 0 10,004
BLACKSTONE GROUP INC COM CL A 09260D107 210 3,240 SH   SOLE   0 0 3,240
BOEING CO COM 097023105 431 2,011 SH   SOLE   0 0 2,011
CATERPILLAR INC COM 149123101 284 1,563 SH   SOLE   0 0 1,563
CHEGG INC COM 163092109 294 3,255 SH   SOLE   0 0 3,255
CHEVRON CORP NEW COM 166764100 317 3,758 SH   SOLE   0 0 3,758
CHURCH & DWIGHT INC COM 171340102 262 3,004 SH   SOLE   0 0 3,004
CISCO SYS INC COM 17275R102 503 11,246 SH   SOLE   0 0 11,246
CLOROX CO DEL COM 189054109 585 2,899 SH   SOLE   0 0 2,899
COCA COLA CO COM 191216100 462 8,422 SH   SOLE   0 0 8,422
COLGATE PALMOLIVE CO COM 194162103 322 3,768 SH   SOLE   0 0 3,768
COMCAST CORP NEW CL A 20030N101 218 4,154 SH   SOLE   0 0 4,154
COSTCO WHSL CORP NEW COM 22160K105 413 1,097 SH   SOLE   0 0 1,097
DEERE & CO COM 244199105 696 2,587 SH   SOLE   0 0 2,587
DISNEY WALT CO COM 254687106 689 3,804 SH   SOLE   0 0 3,804
ELECTRONIC ARTS INC COM 285512109 355 2,469 SH   SOLE   0 0 2,469
EPAM SYS INC COM 29414B104 228 635 SH   SOLE   0 0 635
FACEBOOK INC CL A 30303M102 1,713 6,270 SH   SOLE   0 0 6,270
FATE THERAPEUTICS INC COM 31189P102 667 7,339 SH   SOLE   0 0 7,339
HOME DEPOT INC COM 437076102 421 1,584 SH   SOLE   0 0 1,584
HONEYWELL INTL INC COM 438516106 273 1,285 SH   SOLE   0 0 1,285
HUBSPOT INC COM 443573100 292 736 SH   SOLE   0 0 736
INTEL CORP COM 458140100 858 17,230 SH   SOLE   0 0 17,230
INTUITIVE SURGICAL INC COM NEW 46120E602 272 333 SH   SOLE   0 0 333
INVESCO QQQ TR UNIT SER 1 46090E103 1,794 5,717 SH   SOLE   0 0 5,717
ISHARES INC CORE MSCI EMKT 46434G103 4,092 65,963 SH   SOLE   0 0 65,963
ISHARES INC ESG AWR MSCI EM 46434G863 1,220 29,064 SH   SOLE   0 0 29,064
ISHARES TR BARCLAYS 7 10 YR 464287440 435 3,623 SH   SOLE   0 0 3,623
ISHARES TR CALIF MUN BD ETF 464288356 489 7,783 SH   SOLE   0 0 7,783
ISHARES TR COHEN STEER REIT 464287564 1,159 21,514 SH   SOLE   0 0 21,514
ISHARES TR CORE MSCI EAFE 46432F842 19,427 281,180 SH   SOLE   0 0 281,180
ISHARES TR CORE S&P MCP ETF 464287507 254 1,107 SH   SOLE   0 0 1,107
ISHARES TR CORE S&P SCP ETF 464287804 2,448 26,633 SH   SOLE   0 0 26,633
ISHARES TR CORE US AGGBD ET 464287226 15,180 128,440 SH   SOLE   0 0 128,440
ISHARES TR ESG AW MSCI EAFE 46435G516 2,167 29,662 SH   SOLE   0 0 29,662
ISHARES TR ESG AWARE MSCI 46435U663 2,002 58,660 SH   SOLE   0 0 58,660
ISHARES TR ESG AWR MSCI USA 46435G425 1,001 11,634 SH   SOLE   0 0 11,634
ISHARES TR ESG AWR US AGRGT 46435U549 1,280 22,635 SH   SOLE   0 0 22,635
ISHARES TR ESG AWRE 1 5 YR 46435G243 1,051 40,157 SH   SOLE   0 0 40,157
ISHARES TR IBOXX INV CP ETF 464287242 534 3,865 SH   SOLE   0 0 3,865
ISHARES TR MSCI EAFE ETF 464287465 458 6,280 SH   SOLE   0 0 6,280
ISHARES TR MSCI EMG MKT ETF 464287234 250 4,848 SH   SOLE   0 0 4,848
ISHARES TR RUS 1000 GRW ETF 464287614 4,376 18,146 SH   SOLE   0 0 18,146
ISHARES TR RUS 1000 VAL ETF 464287598 3,060 22,381 SH   SOLE   0 0 22,381
ISHARES TR RUS 2000 GRW ETF 464287648 2,273 7,927 SH   SOLE   0 0 7,927
ISHARES TR RUS 2000 VAL ETF 464287630 1,523 11,559 SH   SOLE   0 0 11,559
ISHARES TR RUS MDCP VAL ETF 464287473 1,371 14,135 SH   SOLE   0 0 14,135
ISHARES TR S&P 500 GRWT ETF 464287309 463 7,257 SH   SOLE   0 0 7,257
J2 GLOBAL INC COM 48123V102 410 4,200 SH   SOLE   0 0 4,200
JOHNSON & JOHNSON COM 478160104 881 5,601 SH   SOLE   0 0 5,601
JPMORGAN CHASE & CO COM 46625H100 645 5,076 SH   SOLE   0 0 5,076
LILLY ELI & CO COM 532457108 956 5,662 SH   SOLE   0 0 5,662
MASTERCARD INCORPORATED CL A 57636Q104 1,161 3,254 SH   SOLE   0 0 3,254
MCDONALDS CORP COM 580135101 700 3,262 SH   SOLE   0 0 3,262
MERCK & CO. INC COM 58933Y105 525 6,414 SH   SOLE   0 0 6,414
MICROSOFT CORP COM 594918104 1,837 8,260 SH   SOLE   0 0 8,260
NETFLIX INC COM 64110L106 1,094 2,024 SH   SOLE   0 0 2,024
NEXTERA ENERGY INC COM 65339F101 256 3,316 SH   SOLE   0 0 3,316
NORFOLK SOUTHN CORP COM 655844108 205 862 SH   SOLE   0 0 862
NORTHROP GRUMMAN CORP COM 666807102 225 740 SH   SOLE   0 0 740
PAYPAL HLDGS INC COM 70450Y103 274 1,171 SH   SOLE   0 0 1,171
PEPSICO INC COM 713448108 280 1,889 SH   SOLE   0 0 1,889
PFIZER INC COM 717081103 374 10,172 SH   SOLE   0 0 10,172
PROCTER AND GAMBLE CO COM 742718109 1,109 7,968 SH   SOLE   0 0 7,968
RINGCENTRAL INC CL A 76680R206 750 1,978 SH   SOLE   0 0 1,978
S&P GLOBAL INC COM 78409V104 223 678 SH   SOLE   0 0 678
SCHWAB CHARLES CORP COM 808513105 212 3,998 SH   SOLE   0 0 3,998
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3,446 95,694 SH   SOLE   0 0 95,694
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 253 2,785 SH   SOLE   0 0 2,785
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13,155 102,444 SH   SOLE   0 0 102,444
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 8,946 150,277 SH   SOLE   0 0 150,277
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 230 2,527 SH   SOLE   0 0 2,527
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7,772 113,991 SH   SOLE   0 0 113,991
SEAGATE TECHNOLOGY PLC SHS G7945M107 495 7,958 SH   SOLE   0 0 7,958
SPDR S&P 500 ETF TR TR UNIT 78462F103 862 2,305 SH   SOLE   0 0 2,305
SPDR SER TR PRTFLO S&P500 GW 78464A409 12,993 235,004 SH   SOLE   0 0 235,004
SPDR SER TR S&P 600 SML CAP 78464A813 7,607 95,635 SH   SOLE   0 0 95,635
SPDR SER TR SPDR S&P 500 ETF 78468R796 3,561 38,294 SH   SOLE   0 0 38,294
STARBUCKS CORP COM 855244109 218 2,036 SH   SOLE   0 0 2,036
STEREOTAXIS INC COM NEW 85916J409 61 11,900 SH   SOLE   0 0 11,900
STRYKER CORPORATION COM 863667101 287 1,173 SH   SOLE   0 0 1,173
TESLA INC COM 88160R101 2,547 3,609 SH   SOLE   0 0 3,609
TWILIO INC CL A 90138F102 1,243 3,673 SH   SOLE   0 0 3,673
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 337 2,729 SH   SOLE   0 0 2,729
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2,229 38,075 SH   SOLE   0 0 38,075
VANGUARD INDEX FDS GROWTH ETF 922908736 5,812 22,941 SH   SOLE   0 0 22,941
VANGUARD INDEX FDS MID CAP ETF 922908629 1,478 7,146 SH   SOLE   0 0 7,146
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4,362 51,364 SH   SOLE   0 0 51,364
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,934 15,073 SH   SOLE   0 0 15,073
VANGUARD INDEX FDS TOTAL STK MKT 922908769 252 1,294 SH   SOLE   0 0 1,294
VANGUARD INDEX FDS VALUE ETF 922908744 21,760 182,922 SH   SOLE   0 0 182,922
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 488 9,746 SH   SOLE   0 0 9,746
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 681 8,183 SH   SOLE   0 0 8,183
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,416 30,002 SH   SOLE   0 0 30,002
VANGUARD WORLD FD ESG INTL STK ETF 921910725 320 5,400 SH   SOLE   0 0 5,400
VANGUARD WORLD FD ESG US STK ETF 921910733 2,813 40,093 SH   SOLE   0 0 40,093
VANGUARD WORLD FDS INF TECH ETF 92204A702 233 658 SH   SOLE   0 0 658
VERIZON COMMUNICATIONS INC COM 92343V104 228 3,888 SH   SOLE   0 0 3,888
VISA INC COM CL A 92826C839 1,014 4,637 SH   SOLE   0 0 4,637
WALGREENS BOOTS ALLIANCE INC COM 931427108 306 7,672 SH   SOLE   0 0 7,672
WALMART INC COM 931142103 242 1,675 SH   SOLE   0 0 1,675
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 209 619 SH   SOLE   0 0 619