Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD TOTAL STOCK MARKET ETF	133,844	$36.79M	27.3%	$157.69	—	ETF	922908769
IVV	ISHARES CORE S&P 500 ETF	37,884	$21.29M	15.8%	$256.01	—	ETF	464287200
VEU	VANGUARD FTSE ALL-WORLD EX-US	153,730	$9.325M	6.9%	$48.59	—	ETF	922042775
VWO	VANGUARD FTSE EMERGING MARKETS ETF	86,128	$3.898M	2.9%	$38.32	—	ETF	922042858
VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	68,024	$3.458M	2.6%	$39.18	—	ETF	921943858
MSFT	MICROSOFT CORP COM	9,141	$3.431M	2.5%	$124.12	+226.4%	Stock	594918104
ACWX	ISHARES MSCI ACWI EX US	55,903	$3.1M	2.3%	$42.54	—	ETF	464288240
SCHX	SCHWAB U.S. LARGE-CAP ETF	130,640	$2.885M	2.1%	$34.44	—	ETF	808524201
SUSA	ISHARES MSCI USA ESG SELECT ETF	23,554	$2.706M	2.0%	$92.89	—	ETF	464288802
HEFA	ISHARES CURRENCY HEDGED MSCI EAFE ETF	71,565	$2.597M	1.9%	$25.95	—	ETF	46434V803
SCHF	SCHWAB INTERNATIONAL EQUITY ETF	111,125	$2.198M	1.6%	$23.91	—	ETF	808524805
VNQ	VANGUARD REIT INDEX ETF	22,199	$2.01M	1.5%	$78.92	—	ETF	922908553
VGSH	VANGUARD SHORT-TERM TREASURY ETF	25,227	$1.481M	1.1%	$58.95	—	ETF	92206C102
STIP	ISHARES 0-5 YEAR TIPS BOND ETF	13,841	$1.432M	1.1%	$98.62	—	ETF	46429B747
USXF	ISHARES ESG ADVANCED MSCI USA ETF	26,031	$1.215M	0.9%	$33.59	—	ETF	46436E767
SCHB	SCHWAB U.S. BROAD MARKET ETF	56,088	$1.208M	0.9%	$34.02	—	ETF	808524102
QCOM	QUALCOMM INC	7,795	$1.197M	0.9%	$58.41	+173.4%	Stock	747525103
CTAS	CINTAS CORP	5,746	$1.181M	0.9%	$152.20	+29.9%	Stock	172908105
JNJ	JOHNSON & JOHNSON COM	7,065	$1.172M	0.9%	$116.67	+30.7%	Stock	478160104
BND	VANGUARD TOTAL BOND MARKET ETF	15,834	$1.163M	0.9%	$81.80	—	ETF	921937835
BSV	VANGUARD SHORT-TERM BOND ETF	14,673	$1.149M	0.9%	$77.00	—	ETF	921937827
DFAX	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	43,719	$1.145M	0.8%	$25.87	—	ETF	25434V880
IBB	ISHARES NASDAQ BIOTECHNOLOGY	8,898	$1.138M	0.8%	$96.44	—	ETF	464287556
USMV	ISHARES MSCI USA MIN VOL FACTOR ETF	12,011	$1.125M	0.8%	$53.27	—	ETF	46429B697
VCSH	VANGUARD SHORT TERM CORP BOND FD ETF	13,503	$1.066M	0.8%	$78.20	—	ETF	92206C409
LNT	ALLIANT ENERGY CORP COM	16,443	$1.058M	0.8%	$35.19	+69.3%	Stock	018802108
PEP	PEPSICO INC COM	6,837	$1.025M	0.8%	$98.07	+46.3%	Stock	713448108
VOO	VANGUARD S&P 500 ETF	1,985	$1.02M	0.8%	$388.23	—	ETF	922908363
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	1,835	$977K	0.7%	$254.95	+90.7%	Stock	084670702
XOM	EXXON MOBIL CORP COM	7,940	$944K	0.7%	$79.00	+35.7%	Stock	30231G102
DMXF	ISHARES ESG ADVANCED MSCI EAFE ETF	13,266	$893K	0.7%	$56.50	—	ETF	46436E759
SCHZ	SCHWAB US AGGREGATE BOND ETF	38,321	$888K	0.7%	$37.12	—	ETF	808524839
OEF	ISHARES S&P 100 ETF	3,114	$843K	0.6%	$113.40	—	ETF	464287101
ICF	ISHARES COHEN & STEERS REIT ETF	13,091	$805K	0.6%	$70.63	—	ETF	464287564
DSI	ISHARES ESG MSCI KLD 400 ETF	7,299	$747K	0.6%	$79.29	—	ETF	464288570
GE	GE AEROSPACE COM NEW	3,733	$747K	0.6%	$62.95	+210.9%	Stock	369604301
IXUS	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	9,734	$680K	0.5%	$59.93	—	ETF	46432F834
XT	ISHARES EXPONENTIAL TECHNOLOGIES ETF	11,780	$678K	0.5%	$54.32	—	ETF	46434V381
SUSB	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	26,322	$658K	0.5%	$24.72	—	ETF	46435G243
IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	11,905	$642K	0.5%	$49.27	—	ETF	46434G103
CMF	ISHARES CALIFORNIA MUNI BOND ETF	10,915	$614K	0.5%	$58.42	—	ETF	464288356
ESGD	ISHARES ESG AWARE MSCI EAFE ETF	7,335	$599K	0.4%	$72.83	—	ETF	46435G516
GILD	GILEAD SCIENCES INC	5,338	$598K	0.4%	$54.09	+85.9%	Stock	375558103
CPNG	COUPANG INC CL A	26,425	$580K	0.4%	$34.57	-32.8%	Stock	22266T109
MEAR	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	11,425	$574K	0.4%	$50.04	—	ETF	46431W838
PFF	ISHARES PREFERRED & INCOME SECURITIES ETF	18,378	$565K	0.4%	$31.73	—	ETF	464288687
DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	12,775	$526K	0.4%	$29.59	—	ETF	25434V724
IWV	ISHARES RUSSELL 3000 ETF	1,651	$524K	0.4%	$146.71	—	ETF	464287689
ITOT	ISHARES TR S&P 1500 INDEX FD	4,282	$522K	0.4%	$90.79	—	ETF	464287150
AAPL	APPLE INC COM	2,318	$515K	0.4%	$126.27	+82.8%	Stock	037833100
IGF	ISHARES GLOBAL INFRASTRUCTURE ETF	9,069	$496K	0.4%	$47.62	—	ETF	464288372
COST	COSTCO WHSL CORP NEW COM	500	$473K	0.4%	$418.22	+132.1%	Stock	22160K105
ICLN	ISHARES GLOBAL CLEAN ENERGY ETF	39,334	$449K	0.3%	$16.28	—	ETF	464288224
TMO	THERMO FISHER SCIENTIFIC INC COM	896	$446K	0.3%	$230.26	+134.4%	Stock	883556102
STT	STATE STR CORP COM	4,964	$444K	0.3%	$62.27	+49.0%	Stock	857477103
VGT	VANGUARD INFORMATION TECHNOLOGY ETF	790	$428K	0.3%	$278.48	—	ETF	92204A702
VO	VANGUARD MID CAP	1,417	$366K	0.3%	$138.05	—	ETF	922908629
USRT	ISHARES CORE U.S. REIT ETF	5,996	$345K	0.3%	$54.11	—	ETF	464288521
AMZN	AMAZON COM INC COM	1,780	$339K	0.3%	$121.32	+78.9%	Stock	023135106
XLK	TECHNOLOGY SELECT SECTOR SPDR FUND	1,575	$325K	0.2%	$208.27	—	ETF	81369Y803
VXUS	VANGUARD TOTAL INTERNATIONAL STOCK ETF	5,172	$321K	0.2%	$62.10	—	ETF	921909768
IEFA	ISHARES CORE MSCI EAFE ETF	4,050	$306K	0.2%	$74.22	—	ETF	46432F842
BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	6,018	$294K	0.2%	$53.16	—	ETF	92203J407
GEV	GE VERNOVA INC COM	933	$285K	0.2%	$191.56	+81.7%	Stock	36828A101
T	AT&T INC COM	9,962	$282K	0.2%	$18.78	+29.7%	Stock	00206R102
SUB	ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD	2,568	$271K	0.2%	$105.26	—	ETF	464288158
DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	6,771	$267K	0.2%	$30.40	—	ETF	25434V807
USFR	WISDOMTREE FLOATING RATE TREASURY FUND	5,267	$265K	0.2%	$50.26	—	ETF	97717Y527
VZ	VERIZON COMMUNICATIONS	5,726	$260K	0.2%	$31.00	+27.7%	Stock	92343V104
EPP	ISHARES MSCI PACIFIC EX JAPAN ETF	5,740	$253K	0.2%	$39.72	—	ETF	464286665
VB	VANGUARD SMALL-CAP ETF	1,015	$225K	0.2%	$213.33	—	ETF	922908751
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	4,239	$212K	0.2%	$50.40	—	ETF	922020805