Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	158,154	$46.62M	14.0%	$208.55	—	CORE S&P500 ETF	464287200
IJR	ISHARES TR	417,931	$32.72M	9.9%	$89.68	—	CORE S&P SCP ETF	464287804
VEA	VANGUARD TAX MANAGED INTL FD	738,935	$30.82M	9.3%	$38.26	—	FTSE DEV MKT ETF	921943858
VBR	VANGUARD INDEX FDS	172,454	$22.51M	6.8%	$107.55	—	SM CP VAL ETF	922908611
IGF	ISHARES TR	410,243	$18.95M	5.7%	$43.02	—	GLB INFRASTR ETF	464288372
VIG	VANGUARD GROUP	162,708	$18.74M	5.6%	$101.04	—	DIV APP ETF	921908844
META	FACEBOOK INC	88,311	$17.04M	5.1%	$118.87	+52.6%	CL A	30303M102
SCZ	ISHARES TR	213,793	$12.27M	3.7%	$48.26	—	EAFE SML CP ETF	464288273
VT	VANGUARD INTL EQUITY INDEX F	136,679	$10.27M	3.1%	$61.16	—	TT WRLD ST ETF	922042742
VV	VANGUARD INDEX FDS	70,653	$9.518M	2.9%	$94.04	—	LARGE CAP ETF	922908637
VTV	VANGUARD INDEX FDS	83,479	$9.26M	2.8%	$98.96	—	VALUE ETF	922908744
AAPL	APPLE INC	39,060	$7.731M	2.3%	$31.80	+46.6%	COM	037833100
SPY	SPDR S&P 500 ETF TR	22,532	$6.602M	2.0%	$221.34	—	TR UNIT	78462F103
AMZN	AMAZON COM INC	2,807	$5.316M	1.6%	$32.02	+190.9%	COM	023135106
BRK/B	BERKSHIRE HATHAWAY INC DEL	22,308	$4.755M	1.4%	$156.01	+32.6%	CL B NEW	084670702
IJS	ISHARES TR	29,528	$4.388M	1.3%	$121.89	—	SP SMCP600VL ETF	464287879
IEFA	ISHARES TR	69,972	$4.296M	1.3%	$55.39	—	CORE MSCI EAFE	46432F842
SCHF	SCHWAB STRATEGIC TR	129,477	$4.155M	1.3%	$28.59	—	INTL EQTY ETF	808524805
VB	VANGUARD INDEX FDS	19,977	$3.13M	0.9%	$120.59	—	SMALL CP ETF	922908751
GII	SPDR INDEX SHS FDS	56,050	$2.978M	0.9%	$52.56	—	S&P GBLINF ETF	78463X855
VTIP	VANGUARD MALVERN FDS	43,386	$2.14M	0.6%	$48.71	—	STRM INFPROIDX	922020805
WDAY	WORKDAY INC	9,537	$1.961M	0.6%	$77.31	+161.2%	CL A	98138H101
BSV	VANGUARD BD INDEX FD INC	22,880	$1.843M	0.6%	$79.54	—	SHORT TRM BOND	921937827
MSFT	MICROSOFT CORP	12,490	$1.673M	0.5%	$60.59	+97.3%	COM	594918104
MMM	3M CO	9,179	$1.591M	0.5%	$88.50	+36.3%	COM	88579Y101
INTC	INTEL CORP	31,749	$1.52M	0.5%	$27.18	+58.5%	COM	458140100
—	VARIAN MED SYS INC	9,989	$1.36M	0.4%	$86.49	—	COM	92220P105
IWV	ISHARES TR	7,612	$1.312M	0.4%	$122.27	—	RUSSELL 3000 ETF	464287689
UNH	UNITEDHEALTH GROUP INC	5,215	$1.273M	0.4%	$145.80	+47.8%	COM	91324P102
—	VMWARE INC	7,530	$1.259M	0.4%	$78.53	—	CL A COM	928563402
XOM	EXXON MOBIL CORP	14,261	$1.093M	0.3%	$55.18	+3.1%	COM	30231G102
MGRC	MCGRATH RENTCORP	16,113	$1.001M	0.3%	$35.04	+70.6%	COM	580589109
SCHC	SCHWAB STRATEGIC TR	30,347	$991K	0.3%	$29.07	—	INTL SCEQT ETF	808524888
VTI	VANGUARD INDEX FDS	6,448	$968K	0.3%	$109.10	—	TOTAL STK MKT	922908769
BRK/A	BERKSHIRE HATHAWAY INC DEL	300	$955K	0.3%	$284799.47	+9.2%	CL A	084670108
MRK	MERCK & CO INC	10,648	$893K	0.3%	$42.11	+47.5%	COM	58933Y105
VIOV	VANGUARD ADMIRAL FDS INC	6,885	$884K	0.3%	$101.38	—	SMLCP 600 VAL	921932778
JPM	JPMORGAN CHASE & CO	7,842	$877K	0.3%	$54.33	+69.4%	COM	46625H100
ROKU	ROKU INC	9,616	$871K	0.3%	$80.28	0.0%	COM CL A	77543R102
BAC	BANK AMER CORP	29,864	$866K	0.3%	$17.71	+38.3%	COM	060505104
DLS	WISDOMTREE TR	12,800	$832K	0.3%	$60.35	—	INTL SMCAP DIV	97717W760
VUG	VANGUARD INDEX FDS	5,000	$817K	0.2%	$109.94	—	GROWTH ETF	922908736
ELV	ANTHEM INC	2,849	$804K	0.2%	$137.52	+81.7%	COM	036752103
IBM	INTERNATIONAL BUSINESS MACHS	5,705	$787K	0.2%	$99.32	-0.7%	COM	459200101
VWO	VANGUARD INTL EQUITY INDEX F	16,922	$720K	0.2%	$39.55	—	FTSE EMR MKT ETF	922042858
ADBE	ADOBE INC	2,383	$702K	0.2%	$78.24	+255.0%	COM	00724F101
GOOG	ALPHABET INC	643	$695K	0.2%	$37.09	+54.4%	CAP STK CL C	02079K107
EBAY	EBAY INC	17,196	$679K	0.2%	$34.17	-1.6%	COM	278642103
VZ	VERIZON COMMUNICATIONS INC	11,676	$667K	0.2%	$30.15	+32.8%	COM	92343V104
VEU	VANGUARD INTL EQUITY INDEX F	12,991	$662K	0.2%	$45.95	—	ALLWRLD EX US	922042775
ED	CONSOLIDATED EDISON INC	7,317	$642K	0.2%	$46.36	+46.3%	COM	209115104
DIS	DISNEY WALT CO	4,500	$628K	0.2%	$95.90	+33.5%	COM DISNEY	254687106
SCHG	SCHWAB STRATEGIC TR	7,442	$619K	0.2%	$52.29	—	US LCAP GR ETF	808524300
GOOGL	ALPHABET INC	565	$612K	0.2%	$41.10	+39.8%	CAP STK CL A	02079K305
JNJ	JOHNSON & JOHNSON	4,279	$596K	0.2%	$83.55	+37.4%	COM	478160104
BAX	BAXTER INTL INC	7,057	$578K	0.2%	$44.04	+55.5%	COM	071813109
VO	VANGUARD INDEX FDS	3,246	$543K	0.2%	$124.67	—	MID CAP ETF	922908629
ABT	ABBOTT LABS	6,387	$537K	0.2%	$41.21	+70.4%	COM	002824100
MDY	SPDR S&P MIDCAP 400 ETF TR	1,450	$514K	0.2%	$273.27	—	UTSER1 S&PDCRP	78467Y107
ORCL	ORACLE CORP	8,682	$495K	0.1%	$38.22	+28.6%	COM	68389X105
IWF	ISHARES TR	3,121	$491K	0.1%	$105.28	—	RUS 1000 GRW ETF	464287614
PG	PROCTER AND GAMBLE CO	4,214	$462K	0.1%	$65.78	+37.6%	COM	742718109
TMO	THERMO FISHER SCIENTIFIC INC	1,571	$461K	0.1%	$143.21	+89.0%	COM	883556102
MO	ALTRIA GROUP INC	9,746	$461K	0.1%	$25.64	+20.6%	COM	02209S103
MA	MASTERCARD INC	1,740	$460K	0.1%	$115.18	+109.5%	CL A	57636Q104
PM	PHILIP MORRIS INTL INC	5,806	$456K	0.1%	$50.77	+14.8%	COM	718172109
AWK	AMERICAN WTR WKS CO INC NEW	3,903	$453K	0.1%	$66.71	+46.1%	COM	030420103
RSP	INVESCO EXCHANGE TRADED FD T	4,157	$448K	0.1%	$101.92	—	S&P500 EQL WGT	46137V357
WFC	WELLS FARGO CO NEW	9,410	$445K	0.1%	$39.53	-1.1%	COM	949746101
HON	HONEYWELL INTL INC	2,543	$444K	0.1%	$83.03	+67.0%	COM	438516106
CMA	COMERICA INC	5,725	$416K	0.1%	$39.73	+35.2%	COM	200340107
PFE	PFIZER INC	9,599	$416K	0.1%	$21.10	+38.5%	COM	717081103
VYM	VANGUARD WHITEHALL FDS INC	4,642	$406K	0.1%	$72.84	—	HIGH DIV YLD	921946406
HPQ	HP INC	19,234	$400K	0.1%	$9.12	+72.4%	COM	40434L105
WEC	WEC ENERGY GROUP INC	4,784	$399K	0.1%	$35.71	+81.9%	COM	92939U106
CAT	CATERPILLAR INC DEL	2,897	$395K	0.1%	$75.23	+52.5%	COM	149123101
EFA	ISHARES TR	5,996	$394K	0.1%	$63.56	—	MSCI EAFE ETF	464287465
AMGN	AMGEN INC	2,092	$386K	0.1%	$138.42	+5.6%	COM	031162100
PEP	PEPSICO INC	2,922	$383K	0.1%	$74.98	+39.7%	COM	713448108
CSCO	CISCO SYS INC	6,888	$377K	0.1%	$28.00	+61.4%	COM	17275R102
EA	ELECTRONIC ARTS INC	3,643	$369K	0.1%	$41.18	+124.9%	COM	285512109
IWD	ISHARES TR	2,794	$355K	0.1%	$107.77	—	RUS 1000 VAL ETF	464287598
KO	COCA COLA CO	6,966	$355K	0.1%	$33.62	+18.8%	COM	191216100
IWM	ISHARES TR	2,276	$354K	0.1%	$136.41	—	RUSSELL 2000 ETF	464287655
VNQ	VANGUARD INDEX FDS	4,001	$350K	0.1%	$80.51	—	REAL ESTATE ETF	922908553
T	AT&T INC	10,099	$338K	0.1%	$13.15	+14.6%	COM	00206R102
APD	AIR PRODS & CHEMS INC	1,473	$333K	0.1%	$105.54	+67.0%	COM	009158106
CWT	CALIFORNIA WTR SVC GROUP	6,567	$332K	0.1%	$30.17	+45.6%	COM	130788102
—	NEVRO CORP	5,000	$324K	0.1%	$62.60	—	COM	64157F103
RH	RH	2,800	$324K	0.1%	$90.43	+14.1%	COM	74967X103
MOH	MOLINA HEALTHCARE INC	2,250	$322K	0.1%	$87.16	+57.2%	COM	60855R100
NKE	NIKE INC	3,682	$309K	0.1%	$50.24	+53.4%	CL B	654106103
BMY	BRISTOL MYERS SQUIBB CO	6,680	$303K	0.1%	$39.54	-8.7%	COM	110122108
FNDF	SCHWAB STRATEGIC TR	10,501	$293K	0.1%	$28.35	—	SCHWB FDT INT LG	808524755
CWI	SPDR INDEX SHS FDS	7,918	$290K	0.1%	$34.42	—	MSCI ACWI EXUS	78463X848
V	VISA INC	1,667	$289K	0.1%	$132.66	+17.8%	COM CL A	92826C839
EFV	ISHARES TR	6,000	$288K	0.1%	$51.00	—	EAFE VALUE ETF	464288877
HD	HOME DEPOT INC	1,381	$287K	0.1%	$146.20	+16.0%	COM	437076102
BA	BOEING CO	787	$286K	0.1%	$170.15	+109.9%	COM	097023105
MDLZ	MONDELEZ INTL INC	5,296	$285K	0.1%	$35.60	+23.9%	CL A	609207105
NFLX	NETFLIX INC	768	$282K	0.1%	$34.67	+4.1%	COM	64110L106
ACWI	ISHARES TR	3,790	$279K	0.1%	$64.46	—	MSCI ACWI ETF	464288257
VLO	VALERO ENERGY CORP NEW	3,226	$276K	0.1%	$44.07	+43.0%	COM	91913Y100
IYR	ISHARES TR	3,150	$275K	0.1%	$76.82	—	U.S. REAL ES ETF	464287739
INDB	INDEPENDENT BANK CORP MASS	3,500	$267K	0.1%	$47.06	+33.9%	COM	453836108
ARWR	ARROWHEAD PHARMACEUTICALS IN	10,000	$265K	0.1%	$13.67	+60.5%	COM	04280A100
—	GENERAL ELECTRIC CO	25,099	$264K	0.1%	$20.02	—	COM	369604103
TSLA	TESLA INC	1,173	$262K	0.1%	$18.30	-15.0%	COM	88160R101
MCD	MCDONALDS CORP	1,249	$259K	0.1%	$134.80	+25.9%	COM	580135101
CMCSA	COMCAST CORP NEW	5,971	$252K	0.1%	$35.54	0.0%	CL A	20030N101
COST	COSTCO WHSL CORP NEW	950	$251K	0.1%	$199.24	+13.7%	COM	22160K105
AXP	AMERICAN EXPRESS CO	2,003	$247K	0.1%	$96.07	+11.9%	COM	025816109
AMT	AMERICAN TOWER CORP NEW	1,186	$242K	0.1%	$146.03	+15.2%	COM	03027X100
SCHB	SCHWAB STRATEGIC TR	3,419	$241K	0.1%	$50.46	—	US BRD MKT ETF	808524102
HPE	HEWLETT PACKARD ENTERPRISE C	16,121	$241K	0.1%	$6.50	+88.5%	COM	42824C109
BDX	BECTON DICKINSON & CO	939	$237K	0.1%	$185.70	+12.9%	COM	075887109
—	UNITED TECHNOLOGIES CORP	1,812	$236K	0.1%	$129.01	—	COM	913017109
VXF	VANGUARD INDEX FDS	1,922	$228K	0.1%	$115.50	—	EXTEND MKT ETF	922908652
XLF	SELECT SECTOR SPDR TR	8,135	$225K	0.1%	$25.96	—	SBI INT-FINL	81369Y605
CVS	CVS HEALTH CORP	4,042	$220K	0.1%	$67.54	-35.5%	COM	126650100
SCHA	SCHWAB STRATEGIC TR	3,069	$219K	0.1%	$69.91	—	US SML CAP ETF	808524607
SCHE	SCHWAB STRATEGIC TR	8,266	$217K	0.1%	$26.06	—	EMRG MKTEQ ETF	808524706
JKS	JINKOSOLAR HLDG CO LTD	9,838	$213K	0.1%	$9.87	—	SPONSORED ADR	47759T100
PYPL	PAYPAL HLDGS INC	1,861	$213K	0.1%	$110.58	0.0%	COM	70450Y103
BABA	ALIBABA GROUP HLDG LTD	1,211	$205K	0.1%	$182.32	—	SPONSORED ADS	01609W102
CVX	CHEVRON CORP NEW	1,636	$204K	0.1%	$87.45	+3.2%	COM	166764100
IWO	ISHARES TR	1,012	$203K	0.1%	$196.66	—	RUS 2000 GRW ETF	464287648