The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CAP STK CL A 02079K305 873,396 4,956 SH SOLE 0 0 4,956
ALPHABET INC CAP STK CL C 02079K107 271,052 1,528 SH SOLE 0 0 1,528
AMAZON COM INC COM 023135106 1,459,821 6,654 SH SOLE 0 0 6,654
APPLE INC COM 037833100 2,973,263 14,492 SH SOLE 0 0 14,492
BANK AMERICA CORP COM 060505104 327,549 6,922 SH SOLE 0 0 6,922
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 423,106 871 SH SOLE 0 0 871
BROADCOM INC COM 11135F101 622,969 2,260 SH SOLE 0 0 2,260
COSTCO WHSL CORP NEW COM 22160K105 1,923,508 1,943 SH SOLE 0 0 1,943
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 1,790,975 26,723 SH SOLE 0 0 26,723
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 316,324 8,826 SH SOLE 0 0 8,826
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 22,339,245 350,640 SH SOLE 0 0 350,640
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 17,760,943 414,685 SH SOLE 0 0 414,685
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1,149,332 39,133 SH SOLE 0 0 39,133
DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 12,132,031 290,171 SH SOLE 0 0 290,171
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 55,505,068 1,156,115 SH SOLE 0 0 1,156,115
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 57,536,215 1,361,482 SH SOLE 0 0 1,361,482
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 41,811,019 1,175,788 SH SOLE 0 0 1,175,788
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 14,352,754 486,699 SH SOLE 0 0 486,699
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 26,747,077 860,311 SH SOLE 0 0 860,311
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 1,333,858 49,715 SH SOLE 0 0 49,715
DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 34,187,002 673,636 SH SOLE 0 0 673,636
DIMENSIONAL ETF TRUST GLOBAL EX US COR 25434V575 25,286,927 473,893 SH SOLE 0 0 473,893
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 3,055,091 72,122 SH SOLE 0 0 72,122
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 5,173,737 149,660 SH SOLE 0 0 149,660
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 23,674,598 817,775 SH SOLE 0 0 817,775
DUKE ENERGY CORP NEW COM NEW 26441C204 363,187 3,078 SH SOLE 0 0 3,078
ELI LILLY & CO COM 532457108 12,269,246 15,739 SH SOLE 0 0 15,739
GE AEROSPACE COM NEW 369604301 514,008 1,997 SH SOLE 0 0 1,997
GE VERNOVA INC COM 36828A101 270,396 511 SH SOLE 0 0 511
HOME DEPOT INC COM 437076102 314,210 857 SH SOLE 0 0 857
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4,770,650 26,250 SH SOLE 0 0 26,250
INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 4,793,066 113,392 SH SOLE 0 0 113,392
INVESCO EXCHANGE TRADED FD T RAFI US 1500 46137V597 551,150 13,552 SH SOLE 0 0 13,552
ISHARES INC MSCI EMERG MRKT 464286533 644,516 10,263 SH SOLE 0 0 10,263
ISHARES TR 0-5 YR TIPS ETF 46429B747 346,910 3,371 SH SOLE 0 0 3,371
ISHARES TR ISHS 5-10YR INVT 464288638 1,905,864 35,764 SH SOLE 0 0 35,764
ISHARES TR MBS ETF 464288588 285,895 3,045 SH SOLE 0 0 3,045
ISHARES TR USD INV GRDE ETF 464288620 681,992 13,258 SH SOLE 0 0 13,258
ISHARES TR 10-20 YR TRS ETF 464288653 238,557 2,348 SH SOLE 0 0 2,348
ISHARES TR TIPS BD ETF 464287176 440,930 4,007 SH SOLE 0 0 4,007
ISHARES TR EAFE VALUE ETF 464288877 3,966,230 62,480 SH SOLE 0 0 62,480
ISHARES TR EAFE GRWTH ETF 464288885 2,481,920 22,160 SH SOLE 0 0 22,160
ISHARES TR U.S. TECH ETF 464287721 2,039,908 11,773 SH SOLE 0 0 11,773
ISHARES TR 1 3 YR TREAS BD 464287457 227,865 2,750 SH SOLE 0 0 2,750
ISHARES TR IBOXX INV CP ETF 464287242 290,467 2,650 SH SOLE 0 0 2,650
ISHARES TR CORE S&P MCP ETF 464287507 236,296 3,810 SH SOLE 0 0 3,810
ISHARES TR CORE S&P SCP ETF 464287804 485,794 4,445 SH SOLE 0 0 4,445
ISHARES TR SP SMCP600VL ETF 464287879 608,680 6,118 SH SOLE 0 0 6,118
ISHARES TR S&P 500 VAL ETF 464287408 2,786,885 14,261 SH SOLE 0 0 14,261
ISHARES TR CORE S&P500 ETF 464287200 18,712,504 30,138 SH SOLE 0 0 30,138
ISHARES TR S&P 500 GRWT ETF 464287309 1,880,728 17,082 SH SOLE 0 0 17,082
ISHARES TR RUS 1000 VAL ETF 464287598 1,388,550 7,149 SH SOLE 0 0 7,149
ISHARES TR RUS 1000 GRW ETF 464287614 8,115,313 19,114 SH SOLE 0 0 19,114
ISHARES TR RUSSELL 2000 ETF 464287655 426,703 1,977 SH SOLE 0 0 1,977
ISHARES TR CORE DIV GRWTH 46434V621 846,054 13,232 SH SOLE 0 0 13,232
ISHARES TR U S EQUITY FACTR 46434V282 2,199,723 34,301 SH SOLE 0 0 34,301
ISHARES TR CORE MSCI EAFE 46432F842 1,274,072 15,262 SH SOLE 0 0 15,262
ISHARES TR MSCI USA QLT FCT 46432F339 3,626,783 19,838 SH SOLE 0 0 19,838
ISHARES TR ULTRA SHORT DUR 46434V878 575,508 11,349 SH SOLE 0 0 11,349
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 780,523 15,401 SH SOLE 0 0 15,401
JPMORGAN CHASE & CO. COM 46625H100 1,131,809 3,904 SH SOLE 0 0 3,904
META PLATFORMS INC CL A 30303M102 941,065 1,275 SH SOLE 0 0 1,275
MICROSOFT CORP COM 594918104 2,748,541 5,526 SH SOLE 0 0 5,526
NETFLIX INC COM 64110L106 270,504 202 SH SOLE 0 0 202
NVIDIA CORPORATION COM 67066G104 2,476,809 15,677 SH SOLE 0 0 15,677
PALANTIR TECHNOLOGIES INC CL A 69608A108 201,754 1,480 SH SOLE 0 0 1,480
PROCTER AND GAMBLE CO COM 742718109 450,716 2,829 SH SOLE 0 0 2,829
RAYMOND JAMES FINL INC COM 754730109 213,184 1,390 SH SOLE 0 0 1,390
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 928,586 36,703 SH SOLE 0 0 36,703
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 942,302 34,055 SH SOLE 0 0 34,055
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 273,272 11,468 SH SOLE 0 0 11,468
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 665,763 30,125 SH SOLE 0 0 30,125
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1,940,340 79,392 SH SOLE 0 0 79,392
SIMON PPTY GROUP INC NEW COM 828806109 475,326 2,957 SH SOLE 0 0 2,957
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,031,751 11,381 SH SOLE 0 0 11,381
SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 335,630 4,208 SH SOLE 0 0 4,208
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 39,253,554 540,013 SH SOLE 0 0 540,013
SPDR SERIES TRUST S&P DIVID ETF 78464A763 614,450 4,527 SH SOLE 0 0 4,527
TESLA INC COM 88160R101 593,071 1,867 SH SOLE 0 0 1,867
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 263,699 665 SH SOLE 0 0 665
VANGUARD BD INDEX FDS INTERMED TERM 921937819 1,086,472 14,048 SH SOLE 0 0 14,048
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4,915,539 66,760 SH SOLE 0 0 66,760
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 600,451 12,042 SH SOLE 0 0 12,042
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 18,642,904 376,548 SH SOLE 0 0 376,548
VANGUARD INDEX FDS LARGE CAP ETF 922908637 2,300,945 8,065 SH SOLE 0 0 8,065
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,485,103 11,417 SH SOLE 0 0 11,417
VANGUARD INDEX FDS VALUE ETF 922908744 24,664,463 139,552 SH SOLE 0 0 139,552
VANGUARD INDEX FDS SM CP VAL ETF 922908611 1,553,255 7,965 SH SOLE 0 0 7,965
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,138,838 9,025 SH SOLE 0 0 9,025
VANGUARD INDEX FDS GROWTH ETF 922908736 22,473,559 51,263 SH SOLE 0 0 51,263
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,874,835 37,906 SH SOLE 0 0 37,906
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 393,177 7,006 SH SOLE 0 0 7,006
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6,095,386 73,509 SH SOLE 0 0 73,509
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 21,279,338 267,665 SH SOLE 0 0 267,665
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 361,248 6,337 SH SOLE 0 0 6,337
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 293,682 2,203 SH SOLE 0 0 2,203
VANGUARD WORLD FD INF TECH ETF 92204A702 1,063,901 1,604 SH SOLE 0 0 1,604
VANGUARD WORLD FD ESG US STK ETF 921910733 389,661 3,554 SH SOLE 0 0 3,554
VISA INC COM CL A 92826C839 203,799 574 SH SOLE 0 0 574