NOVO-NORDISK A S ADR 670100205 602580 15895 SH SOLE Human Investing 0 0 15895 ALPHABET INC CAP STK CL A 02079K305 2774361 8063 SH SOLE Human Investing 0 0 8063 ALPHABET INC CAP STK CL C 02079K107 719337 2111 SH SOLE Human Investing 0 0 2111 MASTERCARD INCORPORATED CL A 57636Q104 219654 398 SH SOLE Human Investing 0 0 398 META PLATFORMS INC CL A 30303M102 591349 815 SH SOLE Human Investing 0 0 815 TOAST INC CL A 888787108 388640 13406 SH SOLE Human Investing 0 0 13406 NIKE INC CL B 654106103 830749 23467 SH SOLE Human Investing 0 0 23467 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2457882 4936 SH SOLE Human Investing 0 0 4936 ABBOTT LABORATORIES COM 002824100 340361 3444 SH SOLE Human Investing 0 0 3444 ABBVIE INC COM 00287Y109 2516082 9618 SH SOLE Human Investing 0 0 9618 ADVANCED MICRO DEVICES INC COM 007903107 496200 811 SH SOLE Human Investing 0 0 811 AMAZON COM INC COM 023135106 1701700 6830 SH SOLE Human Investing 0 0 6830 AMGEN INC COM 031162100 1541450 3657 SH SOLE Human Investing 0 0 3657 APPLE INC COM 037833100 6469691 19427 SH SOLE Human Investing 0 0 19427 APPLIED MATLS INC COM 038222105 374422 732 SH SOLE Human Investing 0 0 732 BLOCK H & R INC COM 093671105 1045501 25594 SH SOLE Human Investing 0 0 25594 BROADCOM INC COM 11135F101 8874818 25271 SH SOLE Human Investing 0 0 25271 CAPITAL ONE FINL CORP COM 14040H105 256419 1328 SH SOLE Human Investing 0 0 1328 CATERPILLAR INC COM 149123101 616518 760 SH SOLE Human Investing 0 0 760 CISCO SYS INC COM 17275R102 515778 4792 SH SOLE Human Investing 0 0 4792 COSTCO WHOLESALE CORPORATION COM 22160K105 224322 246 SH SOLE Human Investing 0 0 246 ELI LILLY & CO COM 532457108 2787104 2409 SH SOLE Human Investing 0 0 2409 EMERSON ELEC CO COM 291011104 212581 1371 SH SOLE Human Investing 0 0 1371 FORTINET INC COM 34959E109 366280 2049 SH SOLE Human Investing 0 0 2049 HOME DEPOT INC COM 437076102 718664 2526 SH SOLE Human Investing 0 0 2526 HP INC COM 40434L105 387758 12396 SH SOLE Human Investing 0 0 12396 INTEL CORP COM 458140100 631088 5249 SH SOLE Human Investing 0 0 5249 INTERDIGITAL INC COM 45867G101 978210 3000 SH SOLE Human Investing 0 0 3000 INTERNATIONAL BUSINESS MACHS COM 459200101 366887 1668 SH SOLE Human Investing 0 0 1668 JOHNSON & JOHNSON COM 478160104 979477 3700 SH SOLE Human Investing 0 0 3700 JPMORGAN CHASE & CO COM 46625H100 578291 1748 SH SOLE Human Investing 0 0 1748 MCDONALDS CORP COM 580135101 499781 2164 SH SOLE Human Investing 0 0 2164 MCKESSON CORP COM 58155Q103 537135 629 SH SOLE Human Investing 0 0 629 MERCK & CO INC COM 58933Y105 556614 3831 SH SOLE Human Investing 0 0 3831 MICRON TECHNOLOGY INC COM 595112103 552175 518 SH SOLE Human Investing 0 0 518 MICROSOFT CORP COM 594918104 17439 34 SH DFND 1 0 0 34 MICROSOFT CORP COM 594918104 4715174 9193 SH SOLE Human Investing 0 0 9193 NVIDIA CORPORATION COM 67066G104 1996231 8741 SH SOLE Human Investing 0 0 8741 ORACLE CORP COM 68389X105 271997 1981 SH SOLE Human Investing 0 0 1981 PALO ALTO NETWORKS INC COM 697435105 217901 548 SH SOLE Human Investing 0 0 548 PAYCHEX INC COM 704326107 374218 3799 SH SOLE Human Investing 0 0 3799 PHILIP MORRIS INTL INC COM 718172109 476154 2495 SH SOLE Human Investing 0 0 2495 PROCTER & GAMBLE CO COM 742718109 215974 1487 SH SOLE Human Investing 0 0 1487 QUALCOMM INC COM 747525103 830743 4514 SH SOLE Human Investing 0 0 4514 RTX CORPORATION COM 75513E101 246571 1328 SH SOLE Human Investing 0 0 1328 STARBUCKS CORP COM 855244109 260076 2768 SH SOLE Human Investing 0 0 2768 TESLA INC COM 88160R101 445672 1256 SH SOLE Human Investing 0 0 1256 TEXAS INSTRS INC COM 882508104 593343 2118 SH SOLE Human Investing 0 0 2118 THERMO FISHER SCIENTIFIC INC COM 883556102 501563 743 SH SOLE Human Investing 0 0 743 UNITED RENTALS INC COM 911363109 230180 230 SH SOLE Human Investing 0 0 230 VISA INC COM CL A 92826C839 339424 945 SH SOLE Human Investing 0 0 945 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 271305 1667 SH SOLE Human Investing 0 0 1667 ISHARES TR CORE DIV GRWTH 46434V621 1285943 17057 SH SOLE Human Investing 0 0 17057 ISHARES TR CORE HIGH DV ETF 46429B663 849043 30366 SH SOLE Human Investing 0 0 30366 ISHARES TR CORE MSCI EAFE 46432F842 953470 9842 SH SOLE Human Investing 0 0 9842 ISHARES INC CORE MSCI EMKT 46434G103 53699 662 SH DFND 1 0 0 662 ISHARES INC CORE MSCI EMKT 46434G103 992517 12229 SH SOLE Human Investing 0 0 12229 ISHARES TR CORE MSCI INTL 46435G326 67068 750 SH DFND 1 0 0 750 ISHARES TR CORE MSCI INTL 46435G326 1102080 12316 SH SOLE Human Investing 0 0 12316 ISHARES TR CORE S&P MCP ETF 464287507 2574103 35776 SH DFND 1 0 0 35776 ISHARES TR CORE S&P MCP ETF 464287507 39112829 543611 SH SOLE Human Investing 0 0 543611 ISHARES TR CORE S&P SCP ETF 464287804 1305514 9597 SH DFND 1 0 0 9597 ISHARES TR CORE S&P SCP ETF 464287804 19613740 144176 SH SOLE Human Investing 0 0 144176 ISHARES TR CORE S&P TTL STK 464287150 1545 9 SH DFND 1 0 0 9 ISHARES TR CORE S&P TTL STK 464287150 1405355 8452 SH SOLE Human Investing 0 0 8452 ISHARES TR CORE S&P500 ETF 464287200 45485 59 SH DFND 1 0 0 59 ISHARES TR CORE S&P500 ETF 464287200 30141605 39357 SH SOLE Human Investing 0 0 39357 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1122719 4812 SH DFND 1 0 0 4812 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 34571772 148180 SH SOLE Human Investing 0 0 148180 DIREXION SHARES ETF TRUST DLY PANW BEAR 1X 25461A361 137958 14918 SH SOLE Human Investing 0 0 14918 ISHARES TR ESG AWR US AGRGT 46435U549 4 0 SH DFND 1 0 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 288570 6377 SH SOLE Human Investing 0 0 6377 ISHARES TR ESG EAFE ETF 46436E759 27299 322 SH DFND 1 0 0 322 ISHARES TR ESG EAFE ETF 46436E759 304569 3598 SH SOLE Human Investing 0 0 3598 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1085573 13391 SH DFND 1 0 0 13391 VANGUARD WORLD FD ESG INTL STK ETF 921910725 5147932 63500 SH SOLE Human Investing 0 0 63500 ISHARES TR ESG SELECT SCRE 46436E569 353217 6059 SH DFND 1 0 0 6059 ISHARES TR ESG SELECT SCRE 46436E569 644915 11062 SH SOLE Human Investing 0 0 11062 VANGUARD WORLD FD ESG US CORP BD 921910691 471204 7909 SH DFND 1 0 0 7909 VANGUARD WORLD FD ESG US CORP BD 921910691 3865114 64873 SH SOLE Human Investing 0 0 64873 VANGUARD WORLD FD ESG US STK ETF 921910733 3011855 22223 SH DFND 1 0 0 22223 VANGUARD WORLD FD ESG US STK ETF 921910733 17088424 126086 SH SOLE Human Investing 0 0 126086 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1310259 22092 SH DFND 1 0 0 22092 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 19870996 335036 SH SOLE Human Investing 0 0 335036 SPDR GOLD TR GOLD SHS 78463V107 665709 1748 SH SOLE Human Investing 0 0 1748 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1108101 7140 SH DFND 1 0 0 7140 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 35925530 231479 SH SOLE Human Investing 0 0 231479 VANGUARD WORLD FD INF TECH ETF 92204A702 215148 1712 SH SOLE Human Investing 0 0 1712 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 317246 5599 SH DFND 1 0 0 5599 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3188635 56277 SH SOLE Human Investing 0 0 56277 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1928299 26466 SH DFND 1 0 0 26466 VANGUARD BD INDEX FDS INTERMED TERM 921937819 19370810 265863 SH SOLE Human Investing 0 0 265863 ISHARES TR INTL DIV GRWTH 46435G524 4 0 SH DFND 1 0 0 0 ISHARES TR INTL DIV GRWTH 46435G524 622244 7010 SH SOLE Human Investing 0 0 7010 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 397350 4208 SH DFND 1 0 0 4208 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 12100632 128158 SH SOLE Human Investing 0 0 128158 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 318488 11594 SH SOLE Human Investing 0 0 11594 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 415826 4112 SH DFND 1 0 0 4112 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 14559538 143969 SH SOLE Human Investing 0 0 143969 ISHARES SILVER TR ISHARES 46428Q109 579769 10636 SH SOLE Human Investing 0 0 10636 VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 273451 777 SH DFND 1 0 0 777 VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 7212695 20499 SH SOLE Human Investing 0 0 20499 VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 677833 8644 SH SOLE Human Investing 0 0 8644 VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 834607 2934 SH SOLE Human Investing 0 0 2934 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 71427 191 SH DFND 1 0 0 191 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 8424127 22510 SH SOLE Human Investing 0 0 22510 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 144532 1613 SH DFND 1 0 0 1613 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4225181 47140 SH SOLE Human Investing 0 0 47140 GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 783754 8643 SH SOLE Human Investing 0 0 8643 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15892754 22676 SH DFND 1 0 0 22676 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 215971025 308151 SH SOLE Human Investing 0 0 308151 ISHARES TR S&P 500 GRWT ETF 464287309 11523 81 SH DFND 1 0 0 81 ISHARES TR S&P 500 GRWT ETF 464287309 272855 1918 SH SOLE Human Investing 0 0 1918 ISHARES TR S&P 500 VAL ETF 464287408 214127 938 SH SOLE Human Investing 0 0 938 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1870734 32501 SH DFND 1 0 0 32501 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 19019211 330424 SH SOLE Human Investing 0 0 330424 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3480220 45553 SH DFND 1 0 0 45553 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 35124119 459740 SH SOLE Human Investing 0 0 459740 ISHARES TR SHRT NAT MUN ETF 464288158 1485322 14208 SH SOLE Human Investing 0 0 14208 EATON CORP PLC SHS G29183103 245211 571 SH SOLE Human Investing 0 0 571 TRANE TECHNOLOGIES PLC SHS G8994E103 325426 720 SH SOLE Human Investing 0 0 720 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 229239 1250 SH SOLE Human Investing 0 0 1250 INFOSYS LTD SPONSORED ADR 456788108 159954 14866 SH SOLE Human Investing 0 0 14866 SPDR SERIES TRUST ST STR SP500FF 78468R796 621482 9947 SH SOLE Human Investing 0 0 9947 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1368346 28892 SH SOLE Human Investing 0 0 28892 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5435316 77481 SH SOLE Human Investing 0 0 77481 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2976570 63507 SH DFND 1 0 0 63507 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 30775450 656613 SH SOLE Human Investing 0 0 656613 ISHARES TR U.S. TECH ETF 464287721 7947 30 SH DFND 1 0 0 30 ISHARES TR U.S. TECH ETF 464287721 477880 1804 SH SOLE Human Investing 0 0 1804 INVESCO QQQ TR UNIT SER 1 46090E103 302566 409 SH SOLE Human Investing 0 0 409 DIMENSIONAL ETF TRUST US COR EQU 2 ETF 25434V708 216161 4863 SH SOLE Human Investing 0 0 4863 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 324284 10809 SH DFND 1 0 0 10809 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1562091 52070 SH SOLE Human Investing 0 0 52070 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 53200 1564 SH DFND 1 0 0 1564 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 185207 5444 SH SOLE Human Investing 0 0 5444 SCHWAB STRATEGIC TR US REIT ETF 808524847 526958 23909 SH SOLE Human Investing 0 0 23909 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5477791 77578 SH DFND 1 0 0 77578 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 80971358 1146741 SH SOLE Human Investing 0 0 1146741 VANGUARD STAR FDS VG TL INTL STK F 921909768 2658430 31290 SH SOLE Human Investing 0 0 31290