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
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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
ENERGY VAULT HOLDINGS INC COM 29280W109 53,146 13,387 SH SOLE 0 0 13,387
HALEON PLC SPON ADS 405552100 97,839 10,871 SH SOLE 0 0 10,871
WESTERN ASSET MANAGED MUNS F COM 95766M105 133,950 15,000 SH SOLE 0 0 15,000
EMERSON ELECTRIC CO COM 291011104 206,903 1,334 SH SOLE 0 0 1,334
ISHARES TR MSCI CHINA ETF 46429B671 210,743 4,038 SH SOLE 0 0 4,038
3M CO COM 88579Y101 213,559 1,301 SH SOLE 0 0 1,301
ISHARES TR CORE S&P500 ETF 464287200 216,736 283 SH SOLE 0 0 283
PIMCO CALIF MUN INCOME FD COM 72200N106 225,356 29,229 SH SOLE 0 0 29,229
ISHARES TR S&P 100 ETF 464287101 225,809 591 SH SOLE 0 0 591
STARBUCKS CORP COM 855244109 227,477 2,421 SH SOLE 0 0 2,421
ALTRIA GROUP INC COM 02209S103 235,690 3,500 SH SOLE 0 0 3,500
PRUDENTIAL FINL INC COM 744320102 236,246 2,080 SH SOLE 0 0 2,080
JOHNSON CTLS INTL PLC SHS G51502105 246,759 1,660 SH SOLE 0 0 1,660
DOORDASH INC CL A 25809K105 247,242 1,347 SH SOLE 0 0 1,347
PROCTER & GAMBLE CO COM 742718109 257,146 1,770 SH SOLE 0 0 1,770
FEDEX CORPORATION COM 31428X106 261,713 918 SH SOLE 0 0 918
AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 265,964 3,340 SH SOLE 0 0 3,340
GILEAD SCIENCES INC COM 375558103 275,892 1,851 SH SOLE 0 0 1,851
MARVELL TECHNOLOGY INC COM 573874104 292,480 1,107 SH SOLE 0 0 1,107
BOEING CO COM 097023105 294,331 1,582 SH SOLE 0 0 1,582
VANGUARD INTL EQUITY INDEX F A ALLWRLD EX US 922042775 311,469 3,754 SH SOLE 0 0 3,754
ISHARES TR CORE S&P US VLU 464287663 319,150 2,894 SH SOLE 0 0 2,894
IDACORP INC COM 451107106 321,727 2,461 SH SOLE 0 0 2,461
AMERICAN CENTY ETF TR INTL EQT ETF 025072703 330,073 3,663 SH SOLE 0 0 3,663
LENNOX INTL INC COM 526107107 335,917 712 SH SOLE 0 0 712
Marsh COM 571748102 338,216 1,981 SH SOLE 0 0 1,981
VANGUARD INDEX FDS VALUE ETF 922908744 339,894 1,573 SH SOLE 0 0 1,573
AEYE INC CL A NEW 008183204 344,014 969 SH SOLE 0 0 969
CITIGROUP INC COM NEW 172967424 347,136 2,681 SH SOLE 0 0 2,681
SELECT SECTOR SPDR TR ENERGY 81369Y506 359,775 5,850 SH SOLE 0 0 5,850
NETFLIX INC COM 64110L106 363,834 5,229 SH SOLE 0 0 5,229
CISCO SYS INC COM 17275R102 365,942 3,400 SH SOLE 0 0 3,400
BANK OF AMERICA CORP COM 060505104 375,730 6,903 SH SOLE 0 0 6,903
GOLDMAN SACHS GROUP INC COM 38141G104 377,251 419 SH SOLE 0 0 419
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 402,707 8,409 SH SOLE 0 0 8,409
UNITED RENTALS INC COM 911363109 403,314 403 SH SOLE 0 0 403
UNION PACIFIC CORP COM 907818108 406,290 1,493 SH SOLE 0 0 1,493
HALLIBURTON CO COM 406216101 412,128 12,960 SH SOLE 0 0 12,960
KAYNE ANDERSON ENERGY INFRST COM 486606106 426,700 31,375 SH SOLE 0 0 31,375
ISHARES TR GLOBAL 100 ETF 464287572 449,023 3,118 SH SOLE 0 0 3,118
VANGUARD INDEX FDS SMALL CP ETF 922908751 454,615 1,598 SH SOLE 0 0 1,598
ISHARES GOLD TR SHARES REPRESENT 46436F103 459,182 11,086 SH SOLE 0 0 11,086
PALANTIR TECHNOLOGIES INC CL A 69608A108 464,071 2,481 SH SOLE 0 0 2,481
BRISTOL MYERS SQUIBB CO COM 110122108 473,741 7,592 SH SOLE 0 0 7,592
NUVEEN CA QUALTY MUN INCOME COM 67066Y105 485,696 47,385 SH SOLE 0 0 47,385
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 506,398 21,349 SH SOLE 0 0 21,349
ARCHER DANIELS MIDLAND CO COM 039483102 506,762 6,384 SH SOLE 0 0 6,384
EATON VANCE CALIF MUN INCOM SH BEN INT 27826F101 533,181 52,582 SH SOLE 0 0 52,582
THERMO FISHER SCIENTIFIC INC COM 883556102 539,365 799 SH SOLE 0 0 799
BLACKROCK MUNIYIELD QUALITY COM 09254E103 543,558 54,739 SH SOLE 0 0 54,739
AVNET INC COM 053807103 548,526 5,488 SH SOLE 0 0 5,488
AMERICAN EXPRESS COMPANY COM 025816109 557,415 1,833 SH SOLE 0 0 1,833
JOHNSON & JOHNSON COM 478160104 561,778 2,122 SH SOLE 0 0 2,122
SPOTIFY TECHNOLOGY S A SHS L8681T102 588,755 1,208 SH SOLE 0 0 1,208
WELLS FARGO & CO NEW COM 949746101 591,890 7,394 SH SOLE 0 0 7,394
ISHARES TR RUS 1000 VAL ETF 464287598 592,553 2,390 SH SOLE 0 0 2,390
CATERPILLAR INC COM 149123101 630,795 778 SH SOLE 0 0 778
ELI LILLY & CO COM 532457108 632,923 547 SH SOLE 0 0 547
META PLATFORMS INC CLASS A CL A 30303M102 637,733 1,358 SH SOLE 0 0 1,358
VANGUARD INDEX FDS MID CAP ETF 922908629 638,025 8,136 SH SOLE 0 0 8,136
EXXON MOBIL CORP COM 30231G102 690,887 4,245 SH SOLE 0 0 4,245
MASTERCARD INC CL A CL A 57636Q104 720,771 1,307 SH SOLE 0 0 1,307
PAYPAL HOLDINGS INC COM 70450Y103 721,554 13,736 SH SOLE 0 0 13,736
CAPITAL ONE FINANCIAL CORP COM 14040H105 768,165 2,669 SH SOLE 0 0 2,669
FLEXSHARES TR IBOXX 5YR TRGT 33939L605 774,068 34,130 SH SOLE 0 0 34,130
PALO ALTO NETWORKS COM 697435105 778,330 1,959 SH SOLE 0 0 1,959
VANGUARD INDEX FDS INF TECH ETF 92204A702 779,577 6,203 SH SOLE 0 0 6,203
VANGUARD INTER-TERM TREAS INDEX FD INTM TERM BOND 92206C706 834,920 14,736 SH SOLE 0 0 14,736
RTX CORP COM 75513E101 867,171 4,671 SH SOLE 0 0 4,671
CONOCOPHILLIPS COM 20825C104 893,044 981 SH SOLE 0 0 981
TEXAS PAC LD CORP COM 88262P102 897,662 2,755 SH SOLE 0 0 2,755
FOX CORP CL A COM 35137L105 908,425 14,500 SH SOLE 0 0 14,500
ON HOLDING AG NAMEN AKT A H5919C104 927,622 31,328 SH SOLE 0 0 31,328
VISA INC CLASS A COM CL A 92826C839 946,835 2,635 SH SOLE 0 0 2,635
NEUBERGER BERMAN MUN FD INC COM 64124P101 975,562 107,323 SH SOLE 0 0 107,323
MERCADOLIBRE INC COM 58733R102 983,534 569 SH SOLE 0 0 569
TESLA INC COM 88160R101 1,022,562 2,882 SH SOLE 0 0 2,882
JPMORGAN CHASE & CO COM 46625H100 1,039,799 3,143 SH SOLE 0 0 3,143
LAM RESEARCH CORP COM NEW 512807306 1,062,401 3,234 SH SOLE 0 0 3,234
VANGUARD INDEX FDS HEALTH CARE ETF 92204A504 1,084,154 3,430 SH SOLE 0 0 3,430
BLACKROCK MUNIYIELD QUALITY COM 09254G108 1,086,326 112,806 SH SOLE 0 0 112,806
CROWDSTRIKE HLDGS INC CL A 22788C105 1,221,821 4,615 SH SOLE 0 0 4,615
HOME DEPOT INC COM 437076102 1,230,988 4,327 SH SOLE 0 0 4,327
MICRON TECHNOLOGY INC COM 595112103 1,267,481 1,190 SH SOLE 0 0 1,190
ISHARES GOLD TR ISHARES NEW 464285204 1,270,062 16,262 SH SOLE 0 0 16,262
ISHARES TR RUSSELL 3000 ETF 464287689 1,460,306 3,383 SH SOLE 0 0 3,383
GE HEALTHCARE TECHS INC COMMON STOCK 36266G107 1,486,297 22,737 SH SOLE 0 0 22,737
ISHARES TR RUS 1000 GRW ETF 464287614 1,490,594 11,900 SH SOLE 0 0 11,900
WESTERN AST INFL LKD OPP & I COM 95766R104 1,515,636 192,584 SH SOLE 0 0 192,584
ADOBE INC COM 00724F101 1,553,612 6,475 SH SOLE 0 0 6,475
CHEVRON CORP NEW COM 166764100 1,627,554 7,970 SH SOLE 0 0 7,970
AMERICAN CENTY ETF TR US EQT ETF 025072885 1,748,429 13,650 SH SOLE 0 0 13,650
NEXTRACKER INC CLASS A COM 65290E101 1,852,942 23,777 SH SOLE 0 0 23,777
WALT DISNEY COMPANY COM 254687106 1,890,298 18,020 SH SOLE 0 0 18,020
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,892,745 10,322 SH SOLE 0 0 10,322
BROADCOM INC COM 11135F101 2,015,831 5,740 SH SOLE 0 0 5,740
ISHARES TR RUS MID CAP ETF 464287499 2,058,520 19,291 SH SOLE 0 0 19,291
AXON ENTERPRISE INC COM 05464C101 2,181,893 5,164 SH SOLE 0 0 5,164
MCGRATH RENTCORP COM 580589109 2,352,882 3,245 SH SOLE 0 0 3,245
TJX COS INC NEW COM 872540109 2,426,168 18,337 SH SOLE 0 0 18,337
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2,457,952 34,810 SH SOLE 0 0 34,810
ROBLOX CORP CL A 771049103 2,541,564 59,985 SH SOLE 0 0 59,985
COCA-COLA COMPANY COM 191216100 2,574,825 29,912 SH SOLE 0 0 29,912
QUALCOMM INC COM 747525103 2,625,331 14,265 SH SOLE 0 0 14,265
ORACLE CORPORATION COM 68389X105 2,649,509 19,297 SH SOLE 0 0 19,297
SALESFORCE INC COM 79466L302 2,666,718 11,616 SH SOLE 0 0 11,616
WALMART INC COM 931142103 2,672,615 25,718 SH SOLE 0 0 25,718
AMERICAN CENTY ETF TR US SML CP VALU 025072877 3,152,425 26,768 SH SOLE 0 0 26,768
SHOPIFY INC CL A CL A 82509L107 3,233,533 21,804 SH SOLE 0 0 21,804
GEHC2518C85 CAP STK CL C 02079K107 3,251,341 9,542 SH SOLE 0 0 9,542
BLACKROCK MUNIHOLDINGS FD IN COM 09253N104 3,658,381 356,567 SH SOLE 0 0 356,567
INTERNATIONAL BUSINESS MACHS COM 459200101 3,681,628 16,740 SH SOLE 0 0 16,740
BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 3,800,005 389,744 SH SOLE 0 0 389,744
APPLE INC COM 037833100 4,269,649 12,821 SH SOLE 0 0 12,821
AMAZON COM INC COM 023135106 4,287,622 17,209 SH SOLE 0 0 17,209
MARRIOTT INTL INC NEW CL A CL A 571903202 4,869,122 13,690 SH SOLE 0 0 13,690
NVIDIA CORP COM 67066G104 5,735,349 25,113 SH SOLE 0 0 25,113
MICROSOFT CORP COM 594918104 5,923,280 11,549 SH SOLE 0 0 11,549
DEERE & CO COM 244199105 7,513,973 11,189 SH SOLE 0 0 11,189
ALPHABET INC CAP STK CL A 02079K305 11,430,036 33,219 SH SOLE 0 0 33,219
VANGUARD INDEX FDS TOTAL STK MKT 922908769 15,368,310 41,065 SH SOLE 0 0 41,065