The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 330 | 3,791 | SH | SOLE | 0 | 0 | 3,791 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 59,938 | 648,829 | SH | SOLE | 0 | 0 | 648,829 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 21,961 | 331,389 | SH | SOLE | 0 | 0 | 331,389 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 841 | 13,986 | SH | SOLE | 0 | 0 | 13,986 | ||
AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | 24,620 | 594,831 | SH | SOLE | 0 | 0 | 594,831 | ||
AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | 212 | 2,981 | SH | SOLE | 0 | 0 | 2,981 | ||
APPLE INC | COM | 037833100 | 637 | 2,872 | SH | SOLE | 0 | 0 | 2,872 | ||
DEERE & CO | COM | 244199105 | 439 | 937 | SH | SOLE | 0 | 0 | 937 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 659 | 12,802 | SH | SOLE | 0 | 0 | 12,802 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | 24,272 | 577,098 | SH | SOLE | 0 | 0 | 577,098 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 14,248 | 538,480 | SH | SOLE | 0 | 0 | 538,480 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL INTL | 25434V542 | 13,898 | 267,847 | SH | SOLE | 0 | 0 | 267,847 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL US | 25434V559 | 33,778 | 672,151 | SH | SOLE | 0 | 0 | 672,151 | ||
EMERSON ELEC CO | COM | 291011104 | 392 | 3,578 | SH | SOLE | 0 | 0 | 3,578 | ||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 381 | 3,771 | SH | SOLE | 0 | 0 | 3,771 | ||
ISHARES TR | ULTRA SHORT-TERM | 46434V878 | 3,617 | 71,348 | SH | SOLE | 0 | 0 | 71,348 | ||
LOWES COS INC | COM | 548661107 | 322 | 1,384 | SH | SOLE | 0 | 0 | 1,384 | ||
META PLATFORMS INC | CL A | 30303M102 | 298 | 518 | SH | SOLE | 0 | 0 | 518 | ||
NVIDIA CORPORATION | COM | 67066G104 | 349 | 3,227 | SH | SOLE | 0 | 0 | 3,227 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 229 | 2,478 | SH | SOLE | 0 | 0 | 2,478 | ||
SOUTHERN CO | COM | 842587107 | 577 | 6,285 | SH | SOLE | 0 | 0 | 6,285 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,148 | 3,840 | SH | SOLE | 0 | 0 | 3,840 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 10,529 | 116,300 | SH | SOLE | 0 | 0 | 116,300 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 677 | 3,935 | SH | SOLE | 0 | 0 | 3,935 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 399 | 3,449 | SH | SOLE | 0 | 0 | 3,449 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | 11,985 | 154,792 | SH | SOLE | 0 | 0 | 154,792 |