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 |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 26,719,182 | 744,592 | SH | SOLE | 0 | 0 | 744,592 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | 20,720,444 | 671,011 | SH | SOLE | 0 | 0 | 671,011 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 11,928,029 | 279,679 | SH | SOLE | 0 | 0 | 279,679 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 11,576,629 | 390,571 | SH | SOLE | 0 | 0 | 390,571 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | 9,326,667 | 183,205 | SH | SOLE | 0 | 0 | 183,205 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | 8,439,163 | 202,204 | SH | SOLE | 0 | 0 | 202,204 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | 5,970,685 | 123,815 | SH | SOLE | 0 | 0 | 123,815 | ||
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | 4,735,966 | 174,207 | SH | SOLE | 0 | 0 | 174,207 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 2,453,440 | 49,031 | SH | SOLE | 0 | 0 | 49,031 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 1,720,035 | 58,564 | SH | SOLE | 0 | 0 | 58,564 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 1,669,750 | 30,944 | SH | SOLE | 0 | 0 | 30,944 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 1,196,364 | 27,933 | SH | SOLE | 0 | 0 | 27,933 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 847,920 | 17,877 | SH | SOLE | 0 | 0 | 17,877 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | 513,962 | 17,224 | SH | SOLE | 0 | 0 | 17,224 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | 462,989 | 6,908 | SH | SOLE | 0 | 0 | 6,908 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 399,358 | 5,396 | SH | SOLE | 0 | 0 | 5,396 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 339,262 | 8,009 | SH | SOLE | 0 | 0 | 8,009 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 233,655 | 481 | SH | SOLE | 0 | 0 | 481 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 226,017 | 6,868 | SH | SOLE | 0 | 0 | 6,868 |