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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 362,888 | 1,065 | SH | SOLE | 0 | 0 | 1,065 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 201,287 | 585 | SH | SOLE | 0 | 0 | 585 | ||
| APPLE INC | COM | 037833100 | 11,816,294 | 35,482 | SH | SOLE | 0 | 0 | 35,482 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 337,610 | 678 | SH | SOLE | 0 | 0 | 678 | ||
| BROADCOM INC | COM | 11135F101 | 285,517 | 813 | SH | SOLE | 0 | 0 | 813 | ||
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | 3,108,509 | 44,433 | SH | SOLE | 0 | 0 | 44,433 | ||
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | 406,338 | 7,503 | SH | SOLE | 0 | 0 | 7,503 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 225,309 | 1,355 | SH | SOLE | 0 | 0 | 1,355 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,261,114 | 1,647 | SH | SOLE | 0 | 0 | 1,647 | ||
| ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,782,088 | 27,518 | SH | SOLE | 0 | 0 | 27,518 | ||
| ISHARES TR | CORE 40 MODE ETF | 464289875 | 339,230 | 6,960 | SH | SOLE | 0 | 0 | 6,960 | ||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 446,139 | 4,605 | SH | SOLE | 0 | 0 | 4,605 | ||
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | 7,194,410 | 163,176 | SH | SOLE | 0 | 0 | 163,176 | ||
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | 1,027,998 | 6,163 | SH | SOLE | 0 | 0 | 6,163 | ||
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 7,354,971 | 71,373 | SH | SOLE | 0 | 0 | 71,373 | ||
| ISHARES TR | CORE INTL AGGR | 46435G672 | 5,408,809 | 109,935 | SH | SOLE | 0 | 0 | 109,935 | ||
| ISHARES TR | ESG MSCI LEADR | 46435U218 | 9,115,111 | 66,882 | SH | SOLE | 0 | 0 | 66,882 | ||
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | 436,607 | 9,649 | SH | SOLE | 0 | 0 | 9,649 | ||
| ISHARES TR | ESG AWARE MSCI | 46435U663 | 230,286 | 4,429 | SH | SOLE | 0 | 0 | 4,429 | ||
| ISHARES TR | ESG ADVAN ETF | 46436E619 | 2,993,662 | 72,015 | SH | SOLE | 0 | 0 | 72,015 | ||
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | 420,459 | 4,176 | SH | SOLE | 0 | 0 | 4,176 | ||
| META PLATFORMS INC | CL A | 30303M102 | 266,866 | 368 | SH | SOLE | 0 | 0 | 368 | ||
| MICROSOFT CORP | COM | 594918104 | 707,006 | 1,378 | SH | SOLE | 0 | 0 | 1,378 | ||
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | 2,119,169 | 43,672 | SH | SOLE | 0 | 0 | 43,672 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 242,083 | 1,060 | SH | SOLE | 0 | 0 | 1,060 | ||
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 215,476 | 7,183 | SH | SOLE | 0 | 0 | 7,183 | ||
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 229,863 | 8,368 | SH | SOLE | 0 | 0 | 8,368 | ||
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | 3,334,675 | 64,426 | SH | SOLE | 0 | 0 | 64,426 | ||
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | 10,603,698 | 211,187 | SH | SOLE | 0 | 0 | 211,187 | ||
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 438,782 | 9,362 | SH | SOLE | 0 | 0 | 9,362 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 16,880,422 | 24,085 | SH | SOLE | 0 | 0 | 24,085 | ||
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 3,802,377 | 16,416 | SH | SOLE | 0 | 0 | 16,416 | ||
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | 2,489,211 | 6,651 | SH | SOLE | 0 | 0 | 6,651 | ||
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 408,042 | 2,585 | SH | SOLE | 0 | 0 | 2,585 | ||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 5,243,296 | 110,711 | SH | SOLE | 0 | 0 | 110,711 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 410,160 | 5,809 | SH | SOLE | 0 | 0 | 5,809 | ||
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 271,841 | 3,353 | SH | SOLE | 0 | 0 | 3,353 | ||
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 1,371,474 | 10,119 | SH | SOLE | 0 | 0 | 10,119 | ||