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
ADVANCED MICRO DEVICES INC COM 007903107   1,600,436 14,050 SH   SOLE   14,050 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   664,383 7,971 SH   SOLE   7,971 0 0
ALLIANCEBERNSTEIN NATL MUN I COM 01864U106   250,009 23,300 SH   SOLE   23,300 0 0
ALPHABET INC CAP STK CL A 02079K305   1,527,731 12,763 SH   SOLE   12,763 0 0
ALPHABET INC CAP STK CL C 02079K107   2,051,718 16,961 SH   SOLE   16,961 0 0
AMAZON COM INC COM 023135106   1,680,340 12,890 SH   SOLE   12,890 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   330,904 5,834 SH   SOLE   5,834 0 0
APPLE INC COM 037833100   23,807,672 122,739 SH   SOLE   122,739 0 0
APPLIED MATLS INC COM 038222105   1,653,741 11,441 SH   SOLE   11,441 0 0
BAIDU INC SPON ADR REP A 056752108   568,724 4,154 SH   SOLE   4,154 0 0
BANK AMERICA CORP COM 060505104   2,421,776 84,412 SH   SOLE   84,412 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   470,921 1,381 SH   SOLE   1,381 0 0
BOEING CO COM 097023105   289,078 1,369 SH   SOLE   1,369 0 0
BOX INC CL A 10316T104   941,600 32,049 SH   SOLE   32,049 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   365,523 5,716 SH   SOLE   5,716 0 0
CHEVRON CORP NEW COM 166764100   1,498,874 9,526 SH   SOLE   9,526 0 0
CISCO SYS INC COM 17275R102   409,315 7,911 SH   SOLE   7,911 0 0
CITIGROUP INC COM NEW 172967424   510,306 11,084 SH   SOLE   11,084 0 0
COCA COLA CO COM 191216100   990,150 16,442 SH   SOLE   16,442 0 0
CONOCOPHILLIPS COM 20825C104   321,535 3,103 SH   SOLE   3,103 0 0
CVS HEALTH CORP COM 126650100   247,278 3,577 SH   SOLE   3,577 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   355,212 2,048 SH   SOLE   2,048 0 0
DISNEY WALT CO COM 254687106   2,034,602 22,789 SH   SOLE   22,789 0 0
DOMINION ENERGY INC COM 25746U109   323,055 6,238 SH   SOLE   6,238 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   932,859 10,395 SH   SOLE   10,395 0 0
DUPONT DE NEMOURS INC COM 26614N102   471,695 6,603 SH   SOLE   6,603 0 0
EXXON MOBIL CORP COM 30231G102   1,782,305 16,618 SH   SOLE   16,618 0 0
FIDELITY COVINGTON TRUST INT HG DIV ETF 316092725   317,343 16,524 SH   SOLE   16,524 0 0
FIDELITY MERRIMACK STR TR INVESTMENT GR BD 316188606   1,120,956 26,160 SH   SOLE   26,160 0 0
GENERAL ELECTRIC CO COM NEW 369604301   385,683 3,511 SH   SOLE   3,511 0 0
GENERAL MTRS CO COM 37045V100   452,694 11,740 SH   SOLE   11,740 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,914,526 5,936 SH   SOLE   5,936 0 0
HOME DEPOT INC COM 437076102   764,796 2,462 SH   SOLE   2,462 0 0
ISHARES TR CORE DIV GRWTH 46434V621   924,775 17,946 SH   SOLE   17,946 0 0
ISHARES TR CORE MSCI TOTAL 46432F834   1,299,553 20,753 SH   SOLE   20,753 0 0
ISHARES TR CORE S&P US GWT 464287671   219,007 2,243 SH   SOLE   2,243 0 0
ISHARES TR CORE S&P500 ETF 464287200   10,036,719 22,518 SH   SOLE   22,518 0 0
ISHARES TR CORE US AGGBD ET 464287226   241,447 2,465 SH   SOLE   2,465 0 0
ISHARES TR GRWT ALLOCAT ETF 464289867   200,346 3,894 SH   SOLE   3,894 0 0
ISHARES TR IBONDS DEC 25 46435U432   458,150 17,397 SH   SOLE   17,397 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   291,780 7,376 SH   SOLE   7,376 0 0
ISHARES TR NATIONAL MUN ETF 464288414   2,992,176 28,035 SH   SOLE   28,035 0 0
ISHARES TR RUS 1000 ETF 464287622   1,510,944 6,199 SH   SOLE   6,199 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   658,782 4,174 SH   SOLE   4,174 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   302,712 4,295 SH   SOLE   4,295 0 0
ISHARES TR S&P 500 VAL ETF 464287408   349,299 2,167 SH   SOLE   2,167 0 0
JD.COM INC SPON ADR CL A 47215P106   1,022,177 29,950 SH   SOLE   29,950 0 0
JOHNSON & JOHNSON COM 478160104   2,694,170 16,277 SH   SOLE   16,277 0 0
JPMORGAN CHASE & CO COM 46625H100   4,999,343 34,374 SH   SOLE   34,374 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678   337,834 8,909 SH   SOLE   8,909 0 0
LILLY ELI & CO COM 532457108   419,268 894 SH   SOLE   894 0 0
MCDONALDS CORP COM 580135101   431,104 1,445 SH   SOLE   1,445 0 0
MCKESSON CORP COM 58155Q103   251,258 588 SH   SOLE   588 0 0
MERCK & CO INC COM 58933Y105   1,878,329 16,278 SH   SOLE   16,278 0 0
MICROSOFT CORP COM 594918104   6,379,596 18,734 SH   SOLE   18,734 0 0
MONDELEZ INTL INC CL A 609207105   826,957 11,337 SH   SOLE   11,337 0 0
MORGAN STANLEY COM NEW 617446448   1,070,916 12,540 SH   SOLE   12,540 0 0
NEXTERA ENERGY INC COM 65339F101   305,233 4,114 SH   SOLE   4,114 0 0
NORDSON CORP COM 655663102   336,036 1,354 SH   SOLE   1,354 0 0
NVIDIA CORPORATION COM 67066G104   537,751 1,271 SH   SOLE   1,271 0 0
ORACLE CORP COM 68389X105   530,070 4,451 SH   SOLE   4,451 0 0
PEPSICO INC COM 713448108   1,146,821 6,192 SH   SOLE   6,192 0 0
PFIZER INC COM 717081103   1,569,202 42,781 SH   SOLE   42,781 0 0
PROCTER AND GAMBLE CO COM 742718109   1,640,995 10,815 SH   SOLE   10,815 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   94,785 11,863 SH   SOLE   11,863 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   211,096 6,251 SH   SOLE   6,251 0 0
SHELL PLC SPON ADS 780259305   308,300 5,106 SH   SOLE   5,106 0 0
SI-BONE INC COM 825704109   256,796 9,518 SH   SOLE   9,518 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,463,297 12,671 SH   SOLE   12,671 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,983,496 6,731 SH   SOLE   6,731 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409   338,056 5,541 SH   SOLE   5,541 0 0
STARBUCKS CORP COM 855244109   1,353,380 13,662 SH   SOLE   13,662 0 0
TESLA INC COM 88160R101   386,111 1,475 SH   SOLE   1,475 0 0
THE CIGNA GROUP COM 125523100   453,730 1,617 SH   SOLE   1,617 0 0
TRAVELERS COMPANIES INC COM 89417E109   208,392 1,200 SH   SOLE   1,200 0 0
TRIP COM GROUP LTD ADS 89677Q107   247,800 7,080 SH   SOLE   7,080 0 0
UNDER ARMOUR INC CL A 904311107   174,118 24,116 SH   SOLE   24,116 0 0
UNION PAC CORP COM 907818108   478,606 2,339 SH   SOLE   2,339 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,635,199 9,122 SH   SOLE   9,122 0 0
UNITY SOFTWARE INC COM 91332U101   946,469 21,798 SH   SOLE   21,798 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   450,024 6,191 SH   SOLE   6,191 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   719,161 5,197 SH   SOLE   5,197 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,657,265 4,069 SH   SOLE   4,069 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   20,545,754 144,587 SH   SOLE   144,587 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,438,385 35,359 SH   SOLE   35,359 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,854,876 36,935 SH   SOLE   36,935 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   716,226 4,409 SH   SOLE   4,409 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,575,033 14,849 SH   SOLE   14,849 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   10,557,388 167,047 SH   SOLE   167,047 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   280,567 2,704 SH   SOLE   2,704 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816   1,503,503 6,389 SH   SOLE   6,389 0 0
WALMART INC COM 931142103   1,587,361 10,099 SH   SOLE   10,099 0 0
WASTE MGMT INC DEL COM 94106L109   527,571 3,042 SH   SOLE   3,042 0 0