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
3M CO COM 88579Y101 BBG001S5T7X2 212,718 2,024 SH   SOLE   0 0 2,024
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 513,073 3,219 SH   SOLE   0 0 3,219
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 BBG001S7DWV2 3,514 30,315 SH   SOLE   0 0 30,315
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 328,335 852 SH   SOLE   0 0 852
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 446,558 4,305 SH   SOLE   0 0 4,305
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 654,878 6,297 SH   SOLE   0 0 6,297
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 249,024 5,581 SH   SOLE   0 0 5,581
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,215,406 11,767 SH   SOLE   0 0 11,767
AMETEK INC COM 031100100 BBG001S5NN54 1,285,008 8,842 SH   SOLE   0 0 8,842
APPLE INC COM 037833100 BBG001S5N8V8 39,662,707 240,526 SH   SOLE   0 0 240,526
AT&T INC COM 00206R102 BBG001S5VWH2 259,747 13,493 SH   SOLE   0 0 13,493
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 223,746 7,823 SH   SOLE   0 0 7,823
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 875,980 2,837 SH   SOLE   0 0 2,837
BLACKSTONE INC COM 09260D107 BBG001S7H949 254,736 2,900 SH   SOLE   0 0 2,900
BOEING CO COM 097023105 BBG001S5P0V3 426,172 2,006 SH   SOLE   0 0 2,006
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 206,539 2,980 SH   SOLE   0 0 2,980
BURLINGTON STORES INC COM 122017106 BBG004S641P3 529,502 2,620 SH   SOLE   0 0 2,620
CABOT CORP COM 127055101 BBG001S5PK58 246,091 3,211 SH   SOLE   0 0 3,211
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 1,038,475 4,943 SH   SOLE   0 0 4,943
CATERPILLAR INC COM 149123101 BBG001S5PJ06 363,995 1,591 SH   SOLE   0 0 1,591
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 618,573 3,791 SH   SOLE   0 0 3,791
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 205,023 2,319 SH   SOLE   0 0 2,319
CISCO SYS INC COM 17275R102 BBG001S6HC62 605,544 11,584 SH   SOLE   0 0 11,584
CLOROX CO DEL COM 189054109 BBG001S5PX50 295,307 1,866 SH   SOLE   0 0 1,866
COCA COLA CO COM 191216100 BBG001S5SMQ8 565,323 9,114 SH   SOLE   0 0 9,114
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 248,802 3,311 SH   SOLE   0 0 3,311
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 317,601 639 SH   SOLE   0 0 639
DEERE & CO COM 244199105 BBG001S5QFF7 930,117 2,253 SH   SOLE   0 0 2,253
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 344,128 7,375 SH   SOLE   0 0 7,375
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 653,460 25,646 SH   SOLE   0 0 25,646
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 226,565 9,825 SH   SOLE   0 0 9,825
DISNEY WALT CO COM 254687106 BBG001S5QHF3 315,939 3,155 SH   SOLE   0 0 3,155
EVELO BIOSCIENCES INC COM 299734103 BBG00H43XR78 1,915 10,595 SH   SOLE   0 0 10,595
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 575,409 9,669 SH   SOLE   0 0 9,669
HOME DEPOT INC COM 437076102 BBG001S5RTW7 541,029 1,833 SH   SOLE   0 0 1,833
HUBSPOT INC COM 443573100 BBG001T53670 230,668 538 SH   SOLE   0 0 538
INTEL CORP COM 458140100 BBG001S5SF65 385,905 11,812 SH   SOLE   0 0 11,812
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 304,982 2,327 SH   SOLE   0 0 2,327
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,857,500 5,788 SH   SOLE   0 0 5,788
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 11,024,807 225,964 SH   SOLE   0 0 225,964
ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 2,188,476 69,520 SH   SOLE   0 0 69,520
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 377,237 4,591 SH   SOLE   0 0 4,591
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 757,580 7,122 SH   SOLE   0 0 7,122
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 1,097,897 19,768 SH   SOLE   0 0 19,768
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 22,888,726 342,389 SH   SOLE   0 0 342,389
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 269,428 1,077 SH   SOLE   0 0 1,077
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 8,206,263 84,863 SH   SOLE   0 0 84,863
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 4,394,581 95,224 SH   SOLE   0 0 95,224
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 7,824,623 78,529 SH   SOLE   0 0 78,529
ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 2,360,923 25,202 SH   SOLE   0 0 25,202
ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 3,115,626 64,200 SH   SOLE   0 0 64,200
ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 690,556 15,974 SH   SOLE   0 0 15,974
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 3,453,798 48,076 SH   SOLE   0 0 48,076
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 1,530,206 45,019 SH   SOLE   0 0 45,019
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 738,540 8,165 SH   SOLE   0 0 8,165
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 1,131,269 23,539 SH   SOLE   0 0 23,539
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 4,112,306 170,919 SH   SOLE   0 0 170,919
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 223,166 2,036 SH   SOLE   0 0 2,036
ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 1,180,371 13,448 SH   SOLE   0 0 13,448
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 3,183,419 13,029 SH   SOLE   0 0 13,029
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 2,545,570 16,719 SH   SOLE   0 0 16,719
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1,242,673 5,479 SH   SOLE   0 0 5,479
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1,250,523 9,127 SH   SOLE   0 0 9,127
ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 1,248,623 11,757 SH   SOLE   0 0 11,757
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 5,867,636 24,925 SH   SOLE   0 0 24,925
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 436,508 6,832 SH   SOLE   0 0 6,832
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 695,783 4,489 SH   SOLE   0 0 4,489
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 545,202 4,184 SH   SOLE   0 0 4,184
KLA CORP COM NEW 482480100 BBG001S5SLM4 279,419 700 SH   SOLE   0 0 700
LILLY ELI & CO COM 532457108 BBG001S5STL8 2,080,438 6,058 SH   SOLE   0 0 6,058
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,063,066 2,925 SH   SOLE   0 0 2,925
MCDONALDS CORP COM 580135101 BBG001S5T110 2,749,134 9,832 SH   SOLE   0 0 9,832
MERCK & CO INC COM 58933Y105 BBG001S5TC52 433,578 4,075 SH   SOLE   0 0 4,075
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1,408,553 6,646 SH   SOLE   0 0 6,646
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,740,066 9,504 SH   SOLE   0 0 9,504
NETFLIX INC COM 64110L106 BBG001SF6L46 860,268 2,490 SH   SOLE   0 0 2,490
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 255,622 3,316 SH   SOLE   0 0 3,316
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 340,288 737 SH   SOLE   0 0 737
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 204,152 2,164 SH   SOLE   0 0 2,164
PEPSICO INC COM 713448108 BBG001S695T1 363,538 1,994 SH   SOLE   0 0 1,994
PFIZER INC COM 717081103 BBG001S5V466 347,637 8,521 SH   SOLE   0 0 8,521
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,067,643 7,180 SH   SOLE   0 0 7,180
RENOVORX INC COM NEW 75989R107 BBG005XWWZL5 46,277 13,279 SH   SOLE   0 0 13,279
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 232,798 4,444 SH   SOLE   0 0 4,444
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 2,917,947 83,849 SH   SOLE   0 0 83,849
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 6,783,211 104,085 SH   SOLE   0 0 104,085
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 4,866,651 74,209 SH   SOLE   0 0 74,209
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8,401,718 123,828 SH   SOLE   0 0 123,828
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 552,168 8,351 SH   SOLE   0 0 8,351
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 761,083 5,879 SH   SOLE   0 0 5,879
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 863,609 5,719 SH   SOLE   0 0 5,719
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 314,222 1,715 SH   SOLE   0 0 1,715
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 829,463 2,026 SH   SOLE   0 0 2,026
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 5,853,633 105,738 SH   SOLE   0 0 105,738
SPDR SER TR S&P 600 SML CAP 78464A813 BBG001SPTB69 3,624,615 43,135 SH   SOLE   0 0 43,135
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 1,479,187 44,500 SH   SOLE   0 0 44,500
STEREOTAXIS INC COM NEW 85916J409 BBG001SKC124 24,276 11,900 SH   SOLE   0 0 11,900
STRYKER CORPORATION COM 863667101 BBG001S8FR03 256,019 897 SH   SOLE   0 0 897
SYNOPSYS INC COM 871607107 BBG001S5VTR8 3,069,529 7,947 SH   SOLE   0 0 7,947
TESLA INC COM 88160R101 BBG001SQKGD7 1,781,666 8,588 SH   SOLE   0 0 8,588
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 211,883 6,684 SH   SOLE   0 0 6,684
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 5,242,823 161,616 SH   SOLE   0 0 161,616
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 407,132 2,775 SH   SOLE   0 0 2,775
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 7,869,170 102,878 SH   SOLE   0 0 102,878
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 227,650 3,083 SH   SOLE   0 0 3,083
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 3,596,716 73,522 SH   SOLE   0 0 73,522
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 26,495,168 106,219 SH   SOLE   0 0 106,219
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1,467,731 6,959 SH   SOLE   0 0 6,959
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 5,268,254 63,442 SH   SOLE   0 0 63,442
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 241,332 642 SH   SOLE   0 0 642
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2,630,148 13,875 SH   SOLE   0 0 13,875
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 551,689 2,703 SH   SOLE   0 0 2,703
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 35,016,328 253,539 SH   SOLE   0 0 253,539
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,228,750 30,415 SH   SOLE   0 0 30,415
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 4,072,323 53,422 SH   SOLE   0 0 53,422
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 2,636,748 58,374 SH   SOLE   0 0 58,374
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 441,903 7,092 SH   SOLE   0 0 7,092
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 342,816 6,547 SH   SOLE   0 0 6,547
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 12,098,603 168,716 SH   SOLE   0 0 168,716
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 256,050 664 SH   SOLE   0 0 664
VASCULAR BIOGENICS LTD COM M96883109 BBG002WK6CP5 3,729 22,265 SH   SOLE   0 0 22,265
VISA INC COM CL A 92826C839 BBG001SRCFY3 805,803 3,574 SH   SOLE   0 0 3,574
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 280,329 8,107 SH   SOLE   0 0 8,107
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 327,810 4,200 SH   SOLE   0 0 4,200