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

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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
ALPHABET INC CAP STK CL A 02079K305 651,486 1,823 SH SOLE 0 0 1,823
AMAZON COM INC COM 023135106 321,997 1,351 SH SOLE 0 0 1,351
APPLE INC COM 037833100 1,547,787 5,349 SH SOLE 0 0 5,349
ARISTA NETWORKS INC COM SHS 040413205 213,369 1,256 SH SOLE 0 0 1,256
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 679,530 1,358 SH SOLE 0 0 1,358
MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 11,956,690 126,566 SH SOLE 0 0 126,566
CATERPILLAR INC COM 149123101 256,641 241 SH SOLE 0 0 241
COSTCO WHOLESALE CORPORATION COM 22160K105 304,963 326 SH SOLE 0 0 326
DIMENSIONAL ETF TRUST EMER MARK SU ETF 25434V682 264,340 5,408 SH SOLE 0 0 5,408
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 594,238 13,176 SH SOLE 0 0 13,176
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 2,280,906 48,915 SH SOLE 0 0 48,915
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 420,224 11,407 SH SOLE 0 0 11,407
DUKE ENERGY CORP NEW COM NEW 26441C204 277,084 2,189 SH SOLE 0 0 2,189
ELI LILLY & CO COM 532457108 2,558,384 2,133 SH SOLE 0 0 2,133
HOME DEPOT INC COM 437076102 251,108 712 SH SOLE 0 0 712
INVESCO QQQ TR UNIT SER 1 46090E103 773,220 1,050 SH SOLE 0 0 1,050
ISHARES TR BROAD USD HIGH 46435U853 2,238,833 60,476 SH SOLE 0 0 60,476
ISHARES INC CORE MSCI EMKT 46434G103 2,274,789 27,460 SH SOLE 0 0 27,460
ISHARES TR SHRT NAT MUN ETF 464288158 1,122,112 10,539 SH SOLE 0 0 10,539
ISHARES TR 7-10 YR TRSY BD 464287440 430,212 4,549 SH SOLE 0 0 4,549
ISHARES TR CORE MSCI EAFE 46432F842 5,641,940 58,417 SH SOLE 0 0 58,417
ISHARES TR CORE S&P MCP ETF 464287507 3,312,535 42,959 SH SOLE 0 0 42,959
ISHARES TR CORE S&P SCP ETF 464287804 2,210,612 14,905 SH SOLE 0 0 14,905
ISHARES TR CORE S&P500 ETF 464287200 660,084 881 SH SOLE 0 0 881
ISHARES TR CORE US AGGBD ET 464287226 18,918,855 191,138 SH SOLE 0 0 191,138
ISHARES TR ESG AWR US AGRGT 46435U549 10,926,274 230,463 SH SOLE 0 0 230,463
ISHARES TR ESG AWRE 1 5 YR 46435G243 488,626 19,553 SH SOLE 0 0 19,553
ISHARES TR ESG SELECT SCRE 46436E551 330,719 6,342 SH SOLE 0 0 6,342
ISHARES TR MORNINGSTAR GRWT 464287119 454,077 3,880 SH SOLE 0 0 3,880
ISHARES TR MSCI ACWI EX US 464288240 888,488 11,674 SH SOLE 0 0 11,674
ISHARES TR MSCI USA MIN ETF 46429B697 641,847 6,654 SH SOLE 0 0 6,654
ISHARES TR MSCI USA MMENTM 46432F396 836,095 2,439 SH SOLE 0 0 2,439
ISHARES TR NATIONAL MUN ETF 464288414 3,334,590 30,985 SH SOLE 0 0 30,985
ISHARES TR RUS 1000 GRW ETF 464287614 518,736 4,178 SH SOLE 0 0 4,178
ISHARES TR RUS 1000 VAL ETF 464287598 440,906 1,819 SH SOLE 0 0 1,819
ISHARES TR RUS MDCP VAL ETF 464287473 295,154 1,793 SH SOLE 0 0 1,793
ISHARES TR US TREAS BD ETF 46429B267 620,170 27,224 SH SOLE 0 0 27,224
ISHARES U S ETF TR SHOR DURA BD ETF 46431W507 1,391,783 27,473 SH SOLE 0 0 27,473
JOHNSON & JOHNSON COM 478160104 585,401 2,305 SH SOLE 0 0 2,305
JPMORGAN CHASE & CO COM 46625H100 621,600 1,899 SH SOLE 0 0 1,899
MCDONALDS CORP COM 580135101 231,115 855 SH SOLE 0 0 855
MICROSOFT CORP COM 594918104 549,895 1,474 SH SOLE 0 0 1,474
MORGAN STANLEY ETF TRUST CALVERT US MDCP 61774R403 2,278,266 29,926 SH SOLE 0 0 29,926
NEXTERA ENERGY INC COM 65339F101 222,936 2,540 SH SOLE 0 0 2,540
NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 232,816 5,353 SH SOLE 0 0 5,353
NVIDIA CORPORATION COM 67066G104 318,143 1,590 SH SOLE 0 0 1,590
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5,285,514 52,430 SH SOLE 0 0 52,430
ROSS STORES INC COM 778296103 425,700 2,000 SH SOLE 0 0 2,000
SPDR SERIES TRUST ST NUVE HIGH ETF 78464A284 783,182 30,785 SH SOLE 0 0 30,785
SPDR SERIES TRUST ST INTER BD ETF 78464A375 249,756 7,464 SH SOLE 0 0 7,464
SPDR SERIES TRUST ST STR P500ETF 78464A854 736,358 8,379 SH SOLE 0 0 8,379
SPDR SERIES TRUST ST STR SP DIV 78464A763 716,124 4,706 SH SOLE 0 0 4,706
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 457,629 2,402 SH SOLE 0 0 2,402
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 211,086 442 SH SOLE 0 0 442
ETF SER SOLUTIONS US VEGA CLIM ETF 26922A297 801,642 9,745 SH SOLE 0 0 9,745
VANGUARD WORLD FD ESG INTL STK ETF 921910725 11,903,416 144,564 SH SOLE 0 0 144,564
VANGUARD WORLD FD ESG US STK ETF 921910733 1,305,877 9,875 SH SOLE 0 0 9,875
VANGUARD WORLD FD ESG US CORP BD 921910691 336,760 5,366 SH SOLE 0 0 5,366
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 224,174 3,146 SH SOLE 0 0 3,146
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22,280,623 32,441 SH SOLE 0 0 32,441
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 414,032 7,020 SH SOLE 0 0 7,020
VANGUARD INDEX FDS MID CAP ETF 922908629 2,869,184 35,611 SH SOLE 0 0 35,611
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 10,682,548 211,201 SH SOLE 0 0 211,201
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,040,192 27,792 SH SOLE 0 0 27,792
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 413,446 8,537 SH SOLE 0 0 8,537
VANGUARD STAR FDS VG TL INTL STK F 921909768 4,947,671 57,874 SH SOLE 0 0 57,874
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,719,286 4,646 SH SOLE 0 0 4,646
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 538,376 10,815 SH SOLE 0 0 10,815