The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 249 | 142 | SH | SOLE | 0 | 0 | 142 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 701 | 400 | SH | SOLE | 0 | 0 | 400 | ||
| AMAZON COM INC | COM | 023135106 | 231 | 71 | SH | SOLE | 0 | 0 | 71 | ||
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 16,963 | 274,597 | SH | SOLE | 0 | 0 | 274,597 | ||
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 39,282 | 686,876 | SH | SOLE | 0 | 0 | 686,876 | ||
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 24,846 | 394,386 | SH | SOLE | 0 | 0 | 394,386 | ||
| APPLE INC | COM | 037833100 | 2,226 | 16,774 | SH | SOLE | 0 | 0 | 16,774 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 295 | 1,274 | SH | SOLE | 0 | 0 | 1,274 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 271 | 720 | SH | SOLE | 0 | 0 | 720 | ||
| CSX CORP | COM | 126408103 | 485 | 5,340 | SH | SOLE | 0 | 0 | 5,340 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 652 | 36,000 | SH | SOLE | 0 | 0 | 36,000 | ||
| HERITAGE COMM CORP | COM | 426927109 | 202 | 22,801 | SH | SOLE | 0 | 0 | 22,801 | ||
| HOME DEPOT INC | COM | 437076102 | 230 | 866 | SH | SOLE | 0 | 0 | 866 | ||
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | 277 | 6,590 | SH | SOLE | 0 | 0 | 6,590 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 214 | 2,479 | SH | SOLE | 0 | 0 | 2,479 | ||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 4,605 | 66,649 | SH | SOLE | 0 | 0 | 66,649 | ||
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 4,489 | 61,465 | SH | SOLE | 0 | 0 | 61,465 | ||
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | 5,710 | 66,368 | SH | SOLE | 0 | 0 | 66,368 | ||
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | 1,200 | 50,129 | SH | SOLE | 0 | 0 | 50,129 | ||
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | 1,067 | 19,332 | SH | SOLE | 0 | 0 | 19,332 | ||
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | 1,438 | 12,370 | SH | SOLE | 0 | 0 | 12,370 | ||
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | 424 | 1,895 | SH | SOLE | 0 | 0 | 1,895 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 413 | 2,624 | SH | SOLE | 0 | 0 | 2,624 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 464 | 1,954 | SH | SOLE | 0 | 0 | 1,954 | ||
| OKTA INC | CL A | 679295105 | 313 | 1,232 | SH | SOLE | 0 | 0 | 1,232 | ||
| SALESFORCE COM INC | COM | 79466L302 | 344 | 1,545 | SH | SOLE | 0 | 0 | 1,545 | ||
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 970 | 10,660 | SH | SOLE | 0 | 0 | 10,660 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 396 | 1,058 | SH | SOLE | 0 | 0 | 1,058 | ||
| TESLA INC | COM | 88160R101 | 1,411 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 13,785 | 81,858 | SH | SOLE | 0 | 0 | 81,858 | ||
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 837 | 9,857 | SH | SOLE | 0 | 0 | 9,857 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 359 | 1,845 | SH | SOLE | 0 | 0 | 1,845 | ||
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 542 | 5,851 | SH | SOLE | 0 | 0 | 5,851 | ||
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 1,285 | 27,229 | SH | SOLE | 0 | 0 | 27,229 | ||
| VISA INC | COM CL A | 92826C839 | 348 | 1,592 | SH | SOLE | 0 | 0 | 1,592 | ||