ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 94987B105 BBG001SJH6Q5 150379 21452 SH SOLE 0 0 21452 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1124485 4626 SH SOLE 81 0 4545 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 993952 4081 SH SOLE 99 0 3982 AMAZON COM INC COM 023135106 BBG001S5PQL7 848418 3864 SH SOLE 7 0 3857 APPLE INC COM 037833100 BBG001S5N8V8 8190029 32164 SH SOLE 1291 0 30873 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1139704 5567 SH SOLE 0 0 5567 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2574601 5121 SH SOLE 273 0 4848 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 252178 4751 SH SOLE 0 0 4751 CATERPILLAR INC COM 149123101 BBG001S5PJ06 569147 1193 SH SOLE 72 0 1121 CISCO SYS INC COM 17275R102 BBG001S6HC62 310462 4538 SH SOLE 381 0 4157 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 359416 388 SH SOLE 5 0 383 CSX CORP COM 126408103 BBG001S5Q7Q3 965442 27188 SH SOLE 332 0 26856 DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 204066 1072 SH SOLE 0 0 1072 DBX ETF TR XTRACKERS MSCI 233051150 BBG00NJ41T41 2175451 35463 SH SOLE 1213 0 34250 ELI LILLY & CO COM 532457108 BBG001S5STL8 788626 1034 SH SOLE 6 0 1028 EQUINIX INC COM 29444U700 BBG001SKBNS9 350005 447 SH SOLE 72 0 375 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 431362 3826 SH SOLE 10 0 3816 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 BBG005FHWBL1 4449488 20027 SH SOLE 693 0 19334 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 BBG008229899 548109 19709 SH SOLE 1632 0 18077 FIRST TR EXCHANGE-TRADED FD SHS 337345102 BBG001SQWVL2 688455 2998 SH SOLE 36 0 2962 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1207648 2980 SH SOLE 250 0 2730 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 356221 1262 SH SOLE 0 0 1262 INVESCO EXCH TRADED FD TR II ESG NASDAQ 100 46138G540 BBG0136JTG07 2860551 69208 SH SOLE 960 0 68248 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 BBG001V18CH7 391108 3562 SH SOLE 0 0 3562 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 BBG00KJR2X19 555356 5588 SH SOLE 684 0 4904 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 8670650 14442 SH SOLE 1490 0 12952 INVESCO TR INVT GRADE NEW YO COM 46131T101 BBG001S71JD4 111291 10099 SH SOLE 0 0 10099 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1951930 28671 SH SOLE 1614 0 27057 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 340252 5214 SH SOLE 872 0 4342 ISHARES TR CORE S&P US GWT 464287671 BBG001SFQL99 242497 1474 SH SOLE 1156 0 318 ISHARES TR CORE S&P US VLU 464287663 BBG001SFQL80 246195 2463 SH SOLE 1290 0 1173 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2070036 3093 SH SOLE 184 0 2909 ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 378883 6452 SH SOLE 79 0 6373 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 202201 2636 SH SOLE 222 0 2414 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 401905 4322 SH SOLE 92 0 4230 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 783819 17387 SH SOLE 529 0 16858 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 2560124 17583 SH SOLE 391 0 17192 ISHARES TR ESG MSCI KLD 400 464288570 BBG001SRYH02 2414193 19168 SH SOLE 121 0 19047 ISHARES TR ESG OPTIMIZED 464288802 BBG001SN86J4 2384545 17579 SH SOLE 170 0 17409 ISHARES TR MRGSTR MD CP ETF 464288208 BBG001SBRK26 213656 2573 SH SOLE 0 0 2573 ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 526877 2055 SH SOLE 0 0 2055 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 586561 4119 SH SOLE 0 0 4119 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 211851 2194 SH SOLE 0 0 2194 ISHARES TR RUS TP200 GR ETF 464289438 BBG001T5LBR7 1937212 7079 SH SOLE 421 0 6658 J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399 BBG00NKWFC12 3390592 28100 SH SOLE 1153 0 26947 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 466110 2514 SH SOLE 72 0 2442 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 353234 708 SH SOLE 0 0 708 LOWES COS INC COM 548661107 BBG001S5SVL3 1724393 6862 SH SOLE 0 0 6862 MCDONALDS CORP COM 580135101 BBG001S5T110 541956 1783 SH SOLE 24 0 1759 MICROSOFT CORP COM 594918104 BBG001S5TD05 4621537 8923 SH SOLE 646 0 8277 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 314985 5042 SH SOLE 0 0 5042 NEUBERGER BERMAN REAL ESTATE COM 64190A103 BBG001SDQJG1 42455 13144 SH SOLE 0 0 13144 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1224054 16215 SH SOLE 0 0 16215 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 BBG00FJ5GY57 426124 4285 SH SOLE 0 0 4285 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 BBG00FJ5HKX5 431813 8870 SH SOLE 299 0 8571 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 BBG00FJ5HT75 719486 18596 SH SOLE 405 0 18191 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 618049 3313 SH SOLE 0 0 3313 ORACLE CORP COM 68389X105 BBG001S5SJG6 469527 1669 SH SOLE 295 0 1374 PLANET LABS PBC COM CL A 72703X106 BBG00ZCV3Q27 129800 10000 SH SOLE 0 0 10000 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 240999 1568 SH SOLE 0 0 1568 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 BBG0051J0PJ9 237752 9040 SH SOLE 25 0 9015 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 6964298 218248 SH SOLE 10342 0 207906 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 350062 11810 SH SOLE 0 0 11810 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 383087 2484 SH SOLE 0 0 2484 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 6955869 24678 SH SOLE 817 0 23861 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 3292090 7099 SH SOLE 807 0 6292 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 225723 635 SH SOLE 0 0 635 SPDR INDEX SHS FDS MSCI ACWI CLMTE 78463X194 BBG007LP6Q83 516254 12178 SH SOLE 0 0 12178 SPDR INDEX SHS FDS MSCI WRLD STRGIC 78463X418 BBG006LCS5J4 4006345 28529 SH SOLE 1484 0 27045 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1696307 2546 SH SOLE 230 0 2316 SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 BBG001SG6843 2423541 30050 SH SOLE 0 0 30050 SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 BBG001SPT9T9 1327424 23211 SH SOLE 286 0 22925 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 BBG001SPTB87 1154572 14738 SH SOLE 241 0 14497 SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 BBG004T58LZ5 565127 12200 SH SOLE 18 0 12182 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 1217796 11652 SH SOLE 800 0 10852 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 202140 2208 SH SOLE 0 0 2208 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 BBG001SG4275 476622 5054 SH SOLE 944 0 4110 SPDR SERIES TRUST SPDR MSCI USA GE 78468R747 BBG00CDGPF02 494690 3881 SH SOLE 53 0 3828 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 299859 4032 SH SOLE 61 0 3971 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1063674 2218 SH SOLE 453 0 1765 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 2836926 9656 SH SOLE 850 0 8806 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2462153 8382 SH SOLE 671 0 7711 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 811353 8875 SH SOLE 444 0 8431 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1220460 1993 SH SOLE 215 0 1778 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 660656 2598 SH SOLE 142 0 2456 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 704675 2368 SH SOLE 123 0 2245 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 4830674 14720 SH SOLE 865 0 13855 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1928494 13995 SH SOLE 1390 0 12605 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 489661 2269 SH SOLE 0 0 2269 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 924519 15429 SH SOLE 1678 0 13751 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 729615 5176 SH SOLE 0 0 5176 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 232698 3354 SH SOLE 148 0 3206 VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 2557774 21596 SH SOLE 534 0 21062 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 5621583 7529 SH SOLE 285 0 7244 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 BBG001T0Y6L1 6493515 47143 SH SOLE 2182 0 44961 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 12047325 29937 SH SOLE 927 0 29010 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 215460 976 SH SOLE 0 0 976 WISDOMTREE TR US AI ENHANCED 97717W406 BBG001SHL7F4 285127 2495 SH SOLE 0 0 2495