Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ESGV	VANGUARD WORLD FD	457,426	$46.5M	24.0%	$87.93	—	ESG US STK ETF	921910733
ESGU	ISHARES TR	277,161	$34.97M	18.1%	$107.14	—	ESG AWR MSCI USA	46435G425
ESGD	ISHARES TR	387,977	$32.66M	16.9%	$74.05	—	ESG AW MSCI EAFE	46435G516
EUSB	ISHARES TR	408,570	$18.1M	9.3%	$47.39	—	ESG ADV TTL USD	46436E619
ESGE	ISHARES INC	308,247	$11.22M	5.8%	$35.47	—	ESG AWR MSCI EM	46434G863
SUSC	ISHARES TR	387,517	$9.219M	4.8%	$25.87	—	ESG AWRE USD ETF	46435G193
MUB	ISHARES TR	52,086	$5.658M	2.9%	$107.68	—	NATIONAL MUN ETF	464288414
AAPL	APPLE INC	20,940	$4.879M	2.5%	$157.07	+41.3%	COM	037833100
NUSC	NUSHARES ETF TR	107,982	$4.626M	2.4%	$38.75	—	NUVEEN ESG SMLCP	67092P607
SUSB	ISHARES TR	110,340	$2.776M	1.4%	$24.52	—	ESG AWRE 1 5 YR	46435G243
NULG	NUSHARES ETF TR	30,726	$2.539M	1.3%	$59.97	—	NUVEEN ESG LRGCP	67092P201
ESML	ISHARES TR	59,654	$2.495M	1.3%	$40.27	—	ESG AWARE MSCI	46435U663
SMB	VANECK ETF TRUST	132,024	$2.283M	1.2%	$17.03	—	VANECK SHRT MUNI	92189F528
MSFT	MICROSOFT CORP	3,834	$1.65M	0.9%	$314.46	+34.5%	COM	594918104
VOO	VANGUARD INDEX FDS	2,726	$1.438M	0.7%	$409.40	—	S&P 500 ETF SHS	922908363
—	INVESTMENT MANAGERS SER TR I	24,110	$928K	0.5%	$29.57	—	AXS CHANGE FINAN	46144X107
VTI	VANGUARD INDEX FDS	2,815	$797K	0.4%	$242.83	—	TOTAL STK MKT	922908769
META	META PLATFORMS INC	1,360	$779K	0.4%	$354.55	+44.4%	CL A	30303M102
SPY	SPDR S&P 500 ETF TR	1,175	$674K	0.3%	$447.79	—	TR UNIT	78462F103
AMAT	APPLIED MATLS INC	3,178	$642K	0.3%	$155.55	+30.1%	COM	038222105
SYK	STRYKER CORPORATION	1,754	$634K	0.3%	$274.84	+23.9%	COM	863667101
FDX	FEDEX CORP	2,300	$629K	0.3%	$219.91	+27.9%	COM	31428X106
ZTS	ZOETIS INC	2,690	$526K	0.3%	$183.41	-1.1%	CL A	98978V103
NUDM	NUSHARES ETF TR	13,486	$454K	0.2%	$29.58	—	NUVEEN ESG INTL	67092P805
IVV	ISHARES TR	552	$318K	0.2%	$525.73	—	CORE S&P500 ETF	464287200
CBRE	CBRE GROUP INC	2,160	$269K	0.1%	$109.03	0.0%	CL A	12504L109
CMF	ISHARES TR	4,621	$269K	0.1%	$57.04	—	CALIF MUN BD ETF	464288356
CSCO	CISCO SYS INC	4,996	$266K	0.1%	$47.96	-2.5%	COM	17275R102
ABBV	ABBVIE INC	1,316	$260K	0.1%	$135.72	+31.7%	COM	00287Y109
NVDA	NVIDIA CORPORATION	2,119	$257K	0.1%	$94.00	+25.6%	COM	67066G104
TT	TRANE TECHNOLOGIES PLC	645	$251K	0.1%	$314.31	+9.2%	SHS	G8994E103
AMZN	AMAZON COM INC	1,280	$239K	0.1%	$168.91	+8.0%	COM	023135106
—	KELLANOVA	2,914	$235K	0.1%	$68.41	0.0%	COM	487836108
VFC	V F CORP	11,784	$235K	0.1%	$13.17	+27.1%	COM	918204108
VGSH	VANGUARD SCOTTSDALE FDS	3,908	$231K	0.1%	$60.36	—	SHORT TERM TREAS	92206C102
BBY	BEST BUY INC	2,210	$228K	0.1%	$83.90	0.0%	COM	086516101
CMCSA	COMCAST CORP NEW	5,444	$227K	0.1%	$37.12	+1.7%	CL A	20030N101
HAS	HASBRO INC	3,080	$223K	0.1%	$61.36	0.0%	COM	418056107
PNR	PENTAIR PLC	2,255	$221K	0.1%	$84.45	0.0%	SHS	G7S00T104
HPE	HEWLETT PACKARD ENTERPRISE C	10,762	$220K	0.1%	$14.53	+26.5%	COM	42824C109
TXN	TEXAS INSTRS INC	1,048	$216K	0.1%	$176.15	+9.5%	COM	882508104
CMI	CUMMINS INC	666	$216K	0.1%	$287.98	0.0%	COM	231021106
CHRW	C H ROBINSON WORLDWIDE INC	1,937	$214K	0.1%	$76.80	+22.5%	COM NEW	12541W209
MA	MASTERCARD INCORPORATED	430	$212K	0.1%	$461.72	0.0%	CL A	57636Q104
ADSK	AUTODESK INC	768	$212K	0.1%	$251.72	0.0%	COM	052769106
ECL	ECOLAB INC	824	$210K	0.1%	$241.07	0.0%	COM	278865100
VLTO	VERALTO CORP	1,880	$210K	0.1%	$105.00	0.0%	COM SHS	92338C103
LEN	LENNAR CORP	1,114	$209K	0.1%	$164.24	0.0%	CL A	526057104
DGX	QUEST DIAGNOSTICS INC	1,344	$209K	0.1%	$145.81	0.0%	COM	74834L100
ADBE	ADOBE INC	395	$205K	0.1%	$485.52	+13.0%	COM	00724F101
KEYS	KEYSIGHT TECHNOLOGIES INC	1,281	$204K	0.1%	$142.34	0.0%	COM	49338L103
CLX	CLOROX CO DEL	1,231	$201K	0.1%	$141.19	0.0%	COM	189054109
KO	COCA COLA CO	2,785	$200K	0.1%	$65.65	0.0%	COM	191216100