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
TRANSDIGM GROUP INC COM 893641100 273,715 180 SH SOLE 0 0 180
BOOKING HOLDINGS INC COM 09857L108 1,080,416 187 SH SOLE 0 0 187
SERVICENOW INC COM 81762P102 242,627 236 SH SOLE 0 0 236
AXON ENTERPRISE INC COM 05464C101 240,103 290 SH SOLE 0 0 290
ELI LILLY & CO COM 532457108 274,333 352 SH SOLE 0 0 352
SPDR S&P 500 ETF TR TR UNIT 78462F103 297 400 SH Put SOLE 0 0 400
ROPER TECHNOLOGIES INC COM 776696106 257,361 454 SH SOLE 0 0 454
BANK AMERICA CORP COM 060505104 140 500 SH Put SOLE 0 0 500
MCKESSON CORP COM 58155Q103 402,344 549 SH SOLE 0 0 549
MASTERCARD INCORPORATED CL A 57636Q104 409,852 729 SH SOLE 0 0 729
AUTODESK INC COM 052769106 234,344 757 SH SOLE 0 0 757
CENCORA INC COM 03073E105 244,168 814 SH SOLE 0 0 814
SALESFORCE INC COM 79466L302 271,770 997 SH SOLE 0 0 997
HEICO CORP NEW COM 422806109 328,000 1,000 SH SOLE 0 0 1,000
DARDEN RESTAURANTS INC COM 237194105 237,805 1,091 SH SOLE 0 0 1,091
GENERAL DYNAMICS CORP COM 369550108 356,576 1,223 SH SOLE 0 0 1,223
MCDONALDS CORP COM 580135101 369,631 1,265 SH SOLE 0 0 1,265
ELEVANCE HEALTH INC COM 036752103 492,692 1,267 SH SOLE 0 0 1,267
CHECK POINT SOFTWARE TECH LT ORD M22465104 280,988 1,270 SH SOLE 0 0 1,270
CHEVRON CORP NEW COM 166764100 212,582 1,485 SH SOLE 0 0 1,485
ANALOG DEVICES INC COM 032654105 354,020 1,487 SH SOLE 0 0 1,487
IQVIA HLDGS INC COM 46266C105 237,173 1,505 SH SOLE 0 0 1,505
MARATHON PETE CORP COM 56585A102 253,376 1,525 SH SOLE 0 0 1,525
JOHNSON & JOHNSON COM 478160104 233,317 1,527 SH SOLE 0 0 1,527
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 364,948 1,611 SH SOLE 0 0 1,611
RTX CORPORATION COM 75513E101 248,634 1,703 SH SOLE 0 0 1,703
VANGUARD WELLINGTON FD US MINIMUM 921935409 224,114 1,748 SH SOLE 0 0 1,748
AIRBNB INC COM CL A 009066101 242,315 1,831 SH SOLE 0 0 1,831
PEPSICO INC COM 713448108 255,756 1,937 SH SOLE 0 0 1,937
BECTON DICKINSON & CO COM 075887109 337,141 1,957 SH SOLE 0 0 1,957
ISHARES TR CORE S&P500 ETF 464287200 1,227,980 1,978 SH SOLE 0 0 1,978
ABBVIE INC COM 00287Y109 381,415 2,055 SH SOLE 0 0 2,055
TESLA INC COM 88160R101 653,427 2,057 SH SOLE 0 0 2,057
APPLIED MATLS INC COM 038222105 382,355 2,089 SH SOLE 0 0 2,089
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,366,383 2,212 SH SOLE 0 0 2,212
BOEING CO COM 097023105 464,528 2,217 SH SOLE 0 0 2,217
ISHARES TR RUS 1000 GRW ETF 464287614 942,162 2,219 SH SOLE 0 0 2,219
VANGUARD INDEX FDS MID CAP ETF 922908629 654,725 2,340 SH SOLE 0 0 2,340
BROADCOM INC COM 11135F101 652,953 2,369 SH SOLE 0 0 2,369
META PLATFORMS INC CL A 30303M102 1,805,809 2,447 SH SOLE 0 0 2,447
COSTCO WHSL CORP NEW COM 22160K105 2,662,232 2,689 SH SOLE 0 0 2,689
VISA INC COM CL A 92826C839 995,946 2,805 SH SOLE 0 0 2,805
WALMART INC COM 931142103 275,207 2,815 SH SOLE 0 0 2,815
ISHARES TR CORE S&P TTL STK 464287150 423,157 3,134 SH SOLE 0 0 3,134
DISNEY WALT CO COM 254687106 389,620 3,142 SH SOLE 0 0 3,142
ISHARES TR S&P 500 GRWT ETF 464287309 348,364 3,164 SH SOLE 0 0 3,164
ISHARES TR ESG MSCI KLD 400 464288570 382,359 3,292 SH SOLE 0 0 3,292
EBAY INC. COM 278642103 249,764 3,354 SH SOLE 0 0 3,354
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,924,598 3,388 SH SOLE 0 0 3,388
ALPHABET INC CAP STK CL C 02079K107 602,523 3,397 SH SOLE 0 0 3,397
ORACLE CORP COM 68389X105 892,729 4,083 SH SOLE 0 0 4,083
ISHARES TR CORE S&P SCP ETF 464287804 460,640 4,215 SH SOLE 0 0 4,215
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 867,068 4,499 SH SOLE 0 0 4,499
NOVARTIS AG SPONSORED ADR 66987V109 547,903 4,528 SH SOLE 0 0 4,528
ISHARES TR CORE S&P US GWT 464287671 684,043 4,548 SH SOLE 0 0 4,548
CARMAX INC COM 143130102 306,142 4,555 SH SOLE 0 0 4,555
JPMORGAN CHASE & CO. COM 46625H100 1,363,225 4,702 SH SOLE 0 0 4,702
PHILIP MORRIS INTL INC COM 718172109 872,183 4,789 SH SOLE 0 0 4,789
MEDTRONIC PLC SHS G5960L103 423,733 4,861 SH SOLE 0 0 4,861
CONOCOPHILLIPS COM 20825C104 455,096 5,071 SH SOLE 0 0 5,071
BANK NEW YORK MELLON CORP COM 064058100 464,073 5,094 SH SOLE 0 0 5,094
SANOFI SPONSORED ADR 80105N105 246,147 5,095 SH SOLE 0 0 5,095
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 331,292 5,200 SH SOLE 0 0 5,200
STARBUCKS CORP COM 855244109 506,423 5,527 SH SOLE 0 0 5,527
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,166,790 5,701 SH SOLE 0 0 5,701
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,873,910 5,916 SH SOLE 0 0 5,916
INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 260,778 6,169 SH SOLE 0 0 6,169
ISHARES TR CORE US AGGBD ET 464287226 658,541 6,639 SH SOLE 0 0 6,639
WELLS FARGO CO NEW COM 949746101 541,423 6,758 SH SOLE 0 0 6,758
BANK AMERICA CORP COM 060505104 320,946 6,782 SH SOLE 0 0 6,782
UNILEVER PLC SPON ADR NEW 904767704 438,436 7,167 SH SOLE 0 0 7,167
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 214,737 7,311 SH SOLE 0 0 7,311
STRATEGY SHS DAY HAGAN NED 86280R803 339,813 7,556 SH SOLE 0 0 7,556
SCHWAB STRATEGIC TR US TIPS ETF 808524870 209,868 7,866 SH SOLE 0 0 7,866
NVIDIA CORPORATION COM 67066G104 1,267,816 8,025 SH SOLE 0 0 8,025
ALPHABET INC CAP STK CL A 02079K305 1,511,503 8,577 SH SOLE 0 0 8,577
COMCAST CORP NEW CL A 20030N101 306,222 8,580 SH SOLE 0 0 8,580
SCHWAB CHARLES CORP COM 808513105 822,094 9,010 SH SOLE 0 0 9,010
ISHARES TR ESG EAFE ETF 46436E759 729,274 9,797 SH SOLE 0 0 9,797
EXXON MOBIL CORP COM 30231G102 1,065,905 9,888 SH SOLE 0 0 9,888
VANGUARD INDEX FDS VALUE ETF 922908744 1,809,551 10,238 SH SOLE 0 0 10,238
APPLE INC COM 037833100 2,126,213 10,363 SH SOLE 0 0 10,363
MICROSOFT CORP COM 594918104 6,482,324 13,032 SH SOLE 0 0 13,032
MICRON TECHNOLOGY INC COM 595112103 1,700,230 13,795 SH SOLE 0 0 13,795
VANGUARD WORLD FD ESG US STK ETF 921910733 1,718,333 15,673 SH SOLE 0 0 15,673
ISHARES TR ESG AWR US AGRGT 46435U549 819,931 17,247 SH SOLE 0 0 17,247
AMAZON COM INC COM 023135106 4,517,574 20,592 SH SOLE 0 0 20,592
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1,431,058 25,102 SH SOLE 0 0 25,102
ISHARES TR CORE S&P US VLU 464287663 3,226,289 34,094 SH SOLE 0 0 34,094
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4,881,008 37,979 SH SOLE 0 0 37,979
VANGUARD INDEX FDS GROWTH ETF 922908736 18,772,803 42,821 SH SOLE 0 0 42,821
ISHARES TR ESG ADV TTL USD 46436E619 1,948,308 44,737 SH SOLE 0 0 44,737
ISHARES TR ESG AWRE 1 5 YR 46435G243 1,162,088 46,170 SH SOLE 0 0 46,170
ISHARES TR CORE MSCI TOTAL 46432F834 3,687,972 47,704 SH SOLE 0 0 47,704
ISHARES TR 0-3 MNTH TREASRY 46436E718 7,822,203 77,686 SH SOLE 0 0 77,686
VANGUARD MALVERN FDS CORE BD ETF 922020748 6,488,879 83,641 SH SOLE 0 0 83,641
ISHARES TR NATIONAL MUN ETF 464288414 11,484,314 109,919 SH SOLE 0 0 109,919
VANGUARD INDEX FDS TOTAL STK MKT 922908769 33,763,049 111,088 SH SOLE 0 0 111,088
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 3,661,829 114,540 SH SOLE 0 0 114,540
ISHARES TR CORE TOTAL USD 46434V613 6,082,747 131,576 SH SOLE 0 0 131,576
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 7,295,020 148,787 SH SOLE 0 0 148,787
ISHARES TR MSCI USA MIN VOL 46429B697 16,613,289 176,982 SH SOLE 0 0 176,982
SCHWAB STRATEGIC TR FUNDAMENTAL US B 808524789 4,302,121 179,405 SH SOLE 0 0 179,405
ISHARES GOLD TR ISHARES NEW 464285204 15,742,501 252,446 SH SOLE 0 0 252,446
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 20,266,326 275,245 SH SOLE 0 0 275,245
VANGUARD STAR FDS VG TL INTL STK F 921909768 19,579,816 283,396 SH SOLE 0 0 283,396
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 29,237,064 367,762 SH SOLE 0 0 367,762
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 32,081,577 477,262 SH SOLE 0 0 477,262
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 14,629,101 492,894 SH SOLE 0 0 492,894
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29,074,475 578,366 SH SOLE 0 0 578,366
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 33,697,926 940,232 SH SOLE 0 0 940,232
ISHARES TR CORE S&P MCP ETF 464287507 72,094,838 1,162,445 SH SOLE 0 0 1,162,445
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 35,587,379 1,450,178 SH SOLE 0 0 1,450,178