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
ABBOTT LABORATORIES COM 002824100 282,160 2,855 SH SOLE 2,855 0 0
ABBVIE INC COM 00287Y109 879,204 3,361 SH SOLE 3,361 0 0
ADVISORS INNER CIRCLE FD III BROWN ADVISORY 00775Y272 6,954,282 245,664 SH SOLE 245,664 0 0
ALPHABET INC CAP STK CL A 02079K305 1,724,529 5,012 SH SOLE 5,012 0 0
ALPHABET INC CAP STK CL C 02079K107 1,775,955 5,212 SH SOLE 5,212 0 0
AMAZON COM INC COM 023135106 785,072 3,151 SH SOLE 3,151 0 0
AMERICAN EXPRESS CO COM 025816109 295,282 971 SH SOLE 971 0 0
AMPHENOL CORP CL A 032095101 242,447 2,876 SH SOLE 2,876 0 0
APPLE INC COM 037833100 10,363,086 31,119 SH SOLE 31,119 0 0
APPLIED MATLS INC COM 038222105 2,510,365 4,909 SH SOLE 4,909 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,241,015 3 SH SOLE 3 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,887,115 5,798 SH SOLE 5,798 0 0
CATERPILLAR INC COM 149123101 855,384 1,055 SH SOLE 1,055 0 0
CISCO SYS INC COM 17275R102 588,091 5,464 SH SOLE 5,464 0 0
CLOROX CO DEL COM 189054109 200,176 2,471 SH SOLE 2,471 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 599,045 658 SH SOLE 658 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 243,570 920 SH SOLE 920 0 0
DFA INVT DIMENSIONS GROUP IN REAL ESTATE SECU 25239Y147 17,661,719 731,031 SH SOLE 731,031 0 0
EA SERIES TRUST ALPHA ARCHITECT 02072L516 309,138 3,414 SH SOLE 3,414 0 0
GE AEROSPACE COM NEW 369604301 582,421 1,865 SH SOLE 1,865 0 0
GE VERNOVA INC COM 36828A101 326,019 343 SH SOLE 343 0 0
HUBBELL INC COM 443510607 438,178 966 SH SOLE 966 0 0
INTEL CORP COM 458140100 478,155 3,977 SH SOLE 3,977 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 432,026 584 SH SOLE 584 0 0
INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA 46144X586 2,096,748 43,205 SH SOLE 43,205 0 0
ISHARES INC CORE MSCI EMKT 46434G103 11,570,933 142,569 SH SOLE 142,569 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 5,463,986 100,886 SH SOLE 100,886 0 0
ISHARES TR CALIF MUN BD ETF 464288356 389,719 7,201 SH SOLE 7,201 0 0
ISHARES TR CORE MSCI EAFE 46432F842 8,400,222 86,707 SH SOLE 86,707 0 0
ISHARES TR CORE S&P MCP ETF 464287507 8,150,148 113,275 SH SOLE 113,275 0 0
ISHARES TR CORE S&P SCP ETF 464287804 9,905,672 72,814 SH SOLE 72,814 0 0
ISHARES TR CORE S&P500 ETF 464287200 15,383,665 20,087 SH SOLE 20,087 0 0
ISHARES TR CORE US AGGBD ET 464287226 20,853,957 220,583 SH SOLE 220,583 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 541,013 5,250 SH SOLE 5,250 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 641,346 3,845 SH SOLE 3,845 0 0
ISHARES TR ESG AWR US AGRGT 46435U549 730,788 16,150 SH SOLE 16,150 0 0
ISHARES TR LOW CA OP MS ETF 46434V464 909,054 3,549 SH SOLE 3,549 0 0
ISHARES TR MSCI ACWI ETF 464288257 13,757,974 86,656 SH SOLE 86,656 0 0
ISHARES TR MSCI EAFE ETF 464287465 273,673 2,634 SH SOLE 2,634 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 439,946 6,587 SH SOLE 6,587 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 625,173 4,991 SH SOLE 4,991 0 0
ISHARES TR RUS MID CAP ETF 464287499 1,399,822 13,118 SH SOLE 13,118 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 12,519,255 88,003 SH SOLE 88,003 0 0
JOHNSON & JOHNSON COM 478160104 1,196,625 4,520 SH SOLE 4,520 0 0
JPMORGAN CHASE & CO COM 46625H100 432,395 1,307 SH SOLE 1,307 0 0
MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695 5,031,636 473,686 SH SOLE 473,686 0 0
META PLATFORMS INC CL A 30303M102 317,629 438 SH SOLE 438 0 0
MICROSOFT CORP COM 594918104 1,476,192 2,878 SH SOLE 2,878 0 0
MORGAN STANLEY ETF TRUST CALVE INDEX ETF 61774R106 11,485,478 138,168 SH SOLE 138,168 0 0
MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 11,659,932 123,203 SH SOLE 123,203 0 0
MORGAN STANLEY ETF TRUST CALVERT US MDCP 61774R403 4,997,312 68,461 SH SOLE 68,461 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 14,084,091 290,244 SH SOLE 290,244 0 0
NVIDIA CORPORATION COM 67066G104 2,248,858 9,847 SH SOLE 9,847 0 0
PITNEY BOWES INC COM 724479100 221,952 13,600 SH SOLE 13,600 0 0
PNC FINL SVCS GROUP INC COM 693475105 288,494 1,298 SH SOLE 1,298 0 0
PROCTER & GAMBLE CO COM 742718109 224,894 1,548 SH SOLE 1,548 0 0
QUALCOMM INC COM 747525103 278,637 1,514 SH SOLE 1,514 0 0
SCHWAB STRATEGIC TR MORTGAGE BACKED 808524615 491,664 20,486 SH SOLE 20,486 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 421,537 14,382 SH SOLE 14,382 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,280,208 1,388 SH SOLE 1,388 0 0
SERVICENOW INC COM 81762P102 285,442 2,130 SH SOLE 2,130 0 0
SIMPSON MFG INC COM 829073105 12,378,548 72,440 SH SOLE 72,440 0 0
SPDR GOLD TR GOLD SHS 78463V107 276,871 727 SH SOLE 727 0 0
SPDR SERIES TRUST ST STR SP500FF 78468R796 468,476 7,498 SH SOLE 7,498 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,415,378 3,167 SH SOLE 3,167 0 0
TESLA INC COM 88160R101 1,449,045 4,084 SH SOLE 4,084 0 0
TIDAL TRUST I ADASINA SOCIAL 886364876 704,095 31,366 SH SOLE 31,366 0 0
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605 1,038,212 11,012 SH SOLE 11,012 0 0
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 679,230 1,815 SH SOLE 1,815 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,430,249 15,957 SH SOLE 15,957 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 214,895 307 SH SOLE 307 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 225,776 2,657 SH SOLE 2,657 0 0
VANGUARD WORLD FD ESG US CORP BD 921910691 11,713,190 196,596 SH SOLE 196,596 0 0
WELLS FARGO & CO COM 949746101 378,397 4,727 SH SOLE 4,727 0 0