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 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | 2,443,598 | 44,714 | SH | SOLE | 0 | 0 | 44,714 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 305,506 | 1,065 | SH | SOLE | 0 | 0 | 1,065 | ||
| APPLE INC | COM | 037833100 | 9,507,033 | 37,460 | SH | SOLE | 0 | 0 | 37,460 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 324,898 | 678 | SH | SOLE | 0 | 0 | 678 | ||
| BROADCOM INC | COM | 11135F101 | 251,632 | 813 | SH | SOLE | 0 | 0 | 813 | ||
| META PLATFORMS INC | CL A | 30303M102 | 292,931 | 512 | SH | SOLE | 0 | 0 | 512 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 361,878 | 554 | SH | SOLE | 0 | 0 | 554 | ||
| ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,324,964 | 12,482 | SH | SOLE | 0 | 0 | 12,482 | ||
| ISHARES TR | CORE 40/60 MODER | 464289875 | 329,695 | 6,960 | SH | SOLE | 0 | 0 | 6,960 | ||
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | 529,168 | 11,638 | SH | SOLE | 0 | 0 | 11,638 | ||
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | 6,442,449 | 139,477 | SH | SOLE | 0 | 0 | 139,477 | ||
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | 1,204,995 | 8,521 | SH | SOLE | 0 | 0 | 8,521 | ||
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 6,297,234 | 65,857 | SH | SOLE | 0 | 0 | 65,857 | ||
| ISHARES TR | CORE INTL AGGR | 46435G672 | 4,952,982 | 98,980 | SH | SOLE | 0 | 0 | 98,980 | ||
| ISHARES TR | ESG MSCI LEADR | 46435U218 | 6,802,258 | 59,878 | SH | SOLE | 0 | 0 | 59,878 | ||
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | 524,006 | 11,020 | SH | SOLE | 0 | 0 | 11,020 | ||
| ISHARES TR | ESG AWARE MSCI | 46435U663 | 302,807 | 6,440 | SH | SOLE | 0 | 0 | 6,440 | ||
| ISHARES TR | ESG ADVANCED UNI | 46436E619 | 1,987,508 | 45,690 | SH | SOLE | 0 | 0 | 45,690 | ||
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | 46654Q815 | 377,752 | 7,593 | SH | SOLE | 0 | 0 | 7,593 | ||
| MICROSOFT CORP | COM | 594918104 | 594,538 | 1,606 | SH | SOLE | 0 | 0 | 1,606 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 249,043 | 1,428 | SH | SOLE | 0 | 0 | 1,428 | ||
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | 1,824,751 | 40,496 | SH | SOLE | 0 | 0 | 40,496 | ||
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | 2,841,703 | 60,505 | SH | SOLE | 0 | 0 | 60,505 | ||
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | 9,484,812 | 207,551 | SH | SOLE | 0 | 0 | 207,551 | ||
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 226,555 | 9,154 | SH | SOLE | 0 | 0 | 9,154 | ||
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 236,505 | 3,297 | SH | SOLE | 0 | 0 | 3,297 | ||
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 1,117,125 | 9,950 | SH | SOLE | 0 | 0 | 9,950 | ||
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 501,035 | 10,427 | SH | SOLE | 0 | 0 | 10,427 | ||
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 428,654 | 3,099 | SH | SOLE | 0 | 0 | 3,099 | ||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 6,807,508 | 136,450 | SH | SOLE | 0 | 0 | 136,450 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 14,240,324 | 23,800 | SH | SOLE | 0 | 0 | 23,800 | ||
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 3,196,592 | 15,514 | SH | SOLE | 0 | 0 | 15,514 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,307,924 | 7,194 | SH | SOLE | 0 | 0 | 7,194 | ||