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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
ABBVIE INC COM 00287Y109 244,264 1,316 SH SOLE 0 0 1,316
AMAZON COM INC COM 023135106 258,880 1,180 SH SOLE 0 0 1,180
APPLE INC COM 037833100 4,155,600 20,254 SH SOLE 0 0 20,254
APPLIED MATLS INC COM 038222105 562,391 3,072 SH SOLE 0 0 3,072
CISCO SYS INC COM 17275R102 346,622 4,996 SH SOLE 0 0 4,996
FEDEX CORP COM 31428X106 522,813 2,300 SH SOLE 0 0 2,300
ISHARES TR 0-3 MNTH TREASRY 46436E718 250,819 2,491 SH SOLE 0 0 2,491
ISHARES TR ESG AWRE 1 5 YR 46435G243 5,865,818 233,048 SH SOLE 0 0 233,048
ISHARES TR ESG AWR MSCI USA 46435G425 37,669,336 278,413 SH SOLE 0 0 278,413
ISHARES GOLD TR ISHARES NEW 464285204 2,577,588 41,334 SH SOLE 0 0 41,334
ISHARES TR ESG AW MSCI EAFE 46435G516 34,824,557 390,322 SH SOLE 0 0 390,322
ISHARES INC ESG AWR MSCI EM 46434G863 16,383,000 418,254 SH SOLE 0 0 418,254
ISHARES TR CALIF MUN BD ETF 464288356 274,742 4,929 SH SOLE 0 0 4,929
ISHARES TR CORE S&P500 ETF 464287200 342,737 552 SH SOLE 0 0 552
ISHARES TR ESG ADV TTL USD 46436E619 20,857,140 478,924 SH SOLE 0 0 478,924
ISHARES TR ESG AWRE USD ETF 46435G193 10,822,694 465,893 SH SOLE 0 0 465,893
ISHARES TR NATIONAL MUN ETF 464288414 7,111,455 68,065 SH SOLE 0 0 68,065
MASTERCARD INCORPORATED CL A 57636Q104 241,399 430 SH SOLE 0 0 430
META PLATFORMS INC CL A 30303M102 1,003,834 1,360 SH SOLE 0 0 1,360
MICROSOFT CORP COM 594918104 1,701,412 3,421 SH SOLE 0 0 3,421
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1,558,873 38,264 SH SOLE 0 0 38,264
NVIDIA CORPORATION COM 67066G104 234,931 1,487 SH SOLE 0 0 1,487
SPDR S&P 500 ETF TR TR UNIT 78462F103 725,986 1,175 SH SOLE 0 0 1,175
STRYKER CORPORATION COM 863667101 693,935 1,754 SH SOLE 0 0 1,754
TRANE TECHNOLOGIES PLC SHS G8994E103 211,269 483 SH SOLE 0 0 483
VANECK ETF TRUST VANECK SHRT MUNI 92189F528 2,704,151 156,672 SH SOLE 0 0 156,672
VANGUARD WORLD FD ESG US STK ETF 921910733 54,337,821 495,602 SH SOLE 0 0 495,602
VANGUARD INDEX FDS GROWTH ETF 922908736 203,418 464 SH SOLE 0 0 464
VANGUARD WORLD FD INF TECH ETF 92204A702 231,271 349 SH SOLE 0 0 349
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,061,445 1,869 SH SOLE 0 0 1,869
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 226,244 3,849 SH SOLE 0 0 3,849
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1,313,514 26,790 SH SOLE 0 0 26,790
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,021,519 3,361 SH SOLE 0 0 3,361
ZOETIS INC CL A 98978V103 381,922 2,449 SH SOLE 0 0 2,449