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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 278,856 908 SH   SOLE   0 0 908
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1,325,350 10,128 SH   SOLE   0 0 10,128
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,518,648 11,518 SH   SOLE   0 0 11,518
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,792,011 14,097 SH   SOLE   0 0 14,097
APPLE INC COM 037833100 BBG001S5N8V8 5,176,801 30,237 SH   SOLE   0 0 30,237
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 447,970 761 SH   SOLE   0 0 761
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 369,531 1,536 SH   SOLE   0 0 1,536
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 469,052 1,339 SH   SOLE   0 0 1,339
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 351,859 3,840 SH   SOLE   0 0 3,840
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 230,923 5,208 SH   SOLE   0 0 5,208
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 668,913 1,184 SH   SOLE   0 0 1,184
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 645,551 9,318 SH   SOLE   0 0 9,318
ENGINE NO 1 ETF TRUST TRANSFRM 500 ETF 29287L106 BBG011KFPMT3 5,116,092 102,568 SH   SOLE   0 0 102,568
HOME DEPOT INC COM 437076102 BBG001S5RTW7 411,542 1,362 SH   SOLE   0 0 1,362
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 265,448 1,892 SH   SOLE   0 0 1,892
INTUIT COM 461202103 BBG001S6TWR2 223,792 438 SH   SOLE   0 0 438
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 868,518 18,250 SH   SOLE   0 0 18,250
ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 1,119,833 20,420 SH   SOLE   0 0 20,420
ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 569,349 11,672 SH   SOLE   0 0 11,672
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 643,286 1,498 SH   SOLE   0 0 1,498
ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 244,959 5,192 SH   SOLE   0 0 5,192
ISHARES TR EGSADVNCDMSCI EM 46436E742 BBG00XR16C66 853,001 25,192 SH   SOLE   0 0 25,192
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1,316,650 19,046 SH   SOLE   0 0 19,046
ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 231,243 6,872 SH   SOLE   0 0 6,872
ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 2,248,318 39,382 SH   SOLE   0 0 39,382
ISHARES TR ESG MSCI EM LDRS 46436E601 BBG00RMS4GK2 425,644 9,950 SH   SOLE   0 0 9,950
ISHARES TR ESG MSCI LEADR 46435U218 BBG00P35VT10 485,037 6,432 SH   SOLE   0 0 6,432
ISHARES TR ESG MSCI USA ETF 46436E767 BBG00VHK2B74 243,452 7,024 SH   SOLE   0 0 7,024
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 352,533 3,438 SH   SOLE   0 0 3,438
ISHARES TR NEW YORK MUN ETF 464288323 BBG001T03XV5 365,732 7,167 SH   SOLE   0 0 7,167
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 244,711 920 SH   SOLE   0 0 920
ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 420,484 4,603 SH   SOLE   0 0 4,603
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 229,576 1,474 SH   SOLE   0 0 1,474
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 428,735 2,966 SH   SOLE   0 0 2,966
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 530,293 1,339 SH   SOLE   0 0 1,339
MCDONALDS CORP COM 580135101 BBG001S5T110 263,440 1,000 SH   SOLE   0 0 1,000
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 336,235 1,120 SH   SOLE   0 0 1,120
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,538,966 4,874 SH   SOLE   0 0 4,874
MOODYS CORP COM 615369105 BBG001S5VP87 270,958 857 SH   SOLE   0 0 857
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 497,382 1,827 SH   SOLE   0 0 1,827
NIKE INC CL B 654106103 BBG001S6NTK2 378,273 3,956 SH   SOLE   0 0 3,956
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 224,276 6,441 SH   SOLE   0 0 6,441
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 355,822 818 SH   SOLE   0 0 818
PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 247,150 5,000 SH   SOLE   0 0 5,000
PEPSICO INC COM 713448108 BBG001S695T1 262,632 1,550 SH   SOLE   0 0 1,550
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 274,058 1,465 SH   SOLE   0 0 1,465
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 580,351 24,242 SH   SOLE   0 0 24,242
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 625,679 18,424 SH   SOLE   0 0 18,424
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 1,241,005 28,058 SH   SOLE   0 0 28,058
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1,782,519 35,758 SH   SOLE   0 0 35,758
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 2,253,522 44,536 SH   SOLE   0 0 44,536
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 670,235 9,903 SH   SOLE   0 0 9,903
SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 658,632 37,106 SH   SOLE   0 0 37,106
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1,530,013 36,939 SH   SOLE   0 0 36,939
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 10,911,813 351,880 SH   SOLE   0 0 351,880
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 4,805,656 143,153 SH   SOLE   0 0 143,153
SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 4,334,768 82,583 SH   SOLE   0 0 82,583
SPDR SER TR PORTFOLIO AGRGTE 78464A649 BBG001STKD11 5,077,507 208,608 SH   SOLE   0 0 208,608
SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 3,145,271 62,580 SH   SOLE   0 0 62,580
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 723,166 19,598 SH   SOLE   0 0 19,598
SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 377,793 10,878 SH   SOLE   0 0 10,878
STRYKER CORPORATION COM 863667101 BBG001S8FR03 479,589 1,755 SH   SOLE   0 0 1,755
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 239,787 1,508 SH   SOLE   0 0 1,508
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 387,220 765 SH   SOLE   0 0 765
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 452,258 897 SH   SOLE   0 0 897
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 5,946,066 85,212 SH   SOLE   0 0 85,212
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 2,911,032 20,310 SH   SOLE   0 0 20,310
VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 990,778 5,063 SH   SOLE   0 0 5,063
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 326,104 1,566 SH   SOLE   0 0 1,566
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1,952,897 4,973 SH   SOLE   0 0 4,973
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 3,926,399 18,485 SH   SOLE   0 0 18,485
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 3,046,896 58,741 SH   SOLE   0 0 58,741
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 3,264,451 83,256 SH   SOLE   0 0 83,256
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 980,374 20,382 SH   SOLE   0 0 20,382
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 7,602,444 173,889 SH   SOLE   0 0 173,889
VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 522,760 10,364 SH   SOLE   0 0 10,364
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 897,074 11,926 SH   SOLE   0 0 11,926
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 473,021 2,012 SH   SOLE   0 0 2,012
VISA INC COM CL A 92826C839 BBG001SRCFY3 566,285 2,462 SH   SOLE   0 0 2,462
WALMART INC COM 931142103 BBG001S5XH92 204,466 1,278 SH   SOLE   0 0 1,278