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 |
GE AEROSPACE COM NEW | COM | 369604301 | 219 | 796 | SH | SOLE | 0 | 0 | 796 | ||
WELLS FARGO CO NEW COM | COM | 949746101 | 228 | 2,950 | SH | SOLE | 0 | 0 | 2,950 | ||
HOME DEPOT INC COM | COM | 437076102 | 234 | 616 | SH | SOLE | 0 | 0 | 616 | ||
PROCTER AND GAMBLE CO COM | COM | 742718109 | 239 | 1,590 | SH | SOLE | 0 | 0 | 1,590 | ||
SHOPIFY INC CL A SUB VTG SHS | COM | 82509L107 | 239 | 1,914 | SH | SOLE | 0 | 0 | 1,914 | ||
EATON CORP PLC SHS | COM | G29183103 | 251 | 653 | SH | SOLE | 0 | 0 | 653 | ||
SPDR PORTFOLIO SP 500 GROWTH | COM | 78464A409 | 259 | 2,633 | SH | SOLE | 0 | 0 | 2,633 | ||
META PLATFORMS INC CL A | COM | 30303M102 | 276 | 356 | SH | SOLE | 0 | 0 | 356 | ||
MASTERCARD INCORPORATED CL A | COM | 57636Q104 | 286 | 502 | SH | SOLE | 0 | 0 | 502 | ||
NIKE INC CL B | COM | 654106103 | 296 | 3,962 | SH | SOLE | 0 | 0 | 3,962 | ||
ARISTA NETWORKS INC COM SHS | COM | 040413205 | 351 | 2,919 | SH | SOLE | 0 | 0 | 2,919 | ||
INVESCO QQQ TRUST SERIES I | COM | 46090E103 | 371 | 658 | SH | SOLE | 0 | 0 | 658 | ||
MICROSOFT CORP COM | COM | 594918104 | 381 | 712 | SH | SOLE | 0 | 0 | 712 | ||
BROADCOM INC COM | COM | 11135F101 | 392 | 1,319 | SH | SOLE | 0 | 0 | 1,319 | ||
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME | COM | 25434V674 | 394 | 7,473 | SH | SOLE | 0 | 0 | 7,473 | ||
BERKSHIRE HATHAWAY INC DEL CL B NEW | COM | 084670702 | 428 | 934 | SH | SOLE | 0 | 0 | 934 | ||
TESLA INC COM | COM | 88160R101 | 471 | 1,523 | SH | SOLE | 0 | 0 | 1,523 | ||
ISHARES CORE SP 500 | COM | 464287200 | 485 | 765 | SH | SOLE | 0 | 0 | 765 | ||
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 | COM | 25434V690 | 511 | 13,041 | SH | SOLE | 0 | 0 | 13,041 | ||
PACCAR INC COM | COM | 693718108 | 558 | 5,792 | SH | SOLE | 0 | 0 | 5,792 | ||
COSTCO WHSL CORP NEW COM | COM | 22160K105 | 577 | 604 | SH | SOLE | 0 | 0 | 604 | ||
INTERNATIONAL BUSINESS MACHS COM | COM | 459200101 | 623 | 2,476 | SH | SOLE | 0 | 0 | 2,476 | ||
ELI LILLY CO COM | COM | 532457108 | 736 | 958 | SH | SOLE | 0 | 0 | 958 | ||
CHEVRON CORP NEW COM | COM | 166764100 | 807 | 5,345 | SH | SOLE | 0 | 0 | 5,345 | ||
APPLE INC COM | COM | 037833100 | 1,034 | 5,087 | SH | SOLE | 0 | 0 | 5,087 | ||
DIMENSIONAL US SUSTAINABILITY CORE 1 | COM | 25434V716 | 1,042 | 25,974 | SH | SOLE | 0 | 0 | 25,974 | ||
JPMORGAN CHASE COM | COM | 46625H100 | 1,078 | 3,666 | SH | SOLE | 0 | 0 | 3,666 | ||
DIMENSIONAL GLOBAL REAL ESTATE | COM | 25434V658 | 4,081 | 152,426 | SH | SOLE | 0 | 0 | 152,426 | ||
DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY | COM | 25434V757 | 7,597 | 267,984 | SH | SOLE | 0 | 0 | 267,984 | ||
DIMENSIONAL EMERGING MARKETS VALUE | COM | 25434V740 | 7,602 | 251,390 | SH | SOLE | 0 | 0 | 251,390 | ||
DIMENSIONAL SHORT-DURATION FIXED INCOME | COM | 25434V864 | 7,917 | 164,361 | SH | SOLE | 0 | 0 | 164,361 | ||
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY | COM | 25434V765 | 13,424 | 462,206 | SH | SOLE | 0 | 0 | 462,206 | ||
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE | COM | 25434V781 | 13,950 | 420,313 | SH | SOLE | 0 | 0 | 420,313 | ||
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 | COM | 25434V880 | 15,020 | 507,458 | SH | SOLE | 0 | 0 | 507,458 | ||
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 | COM | 25434V732 | 15,341 | 510,350 | SH | SOLE | 0 | 0 | 510,350 | ||
DIMENSIONAL US SMALL CAP VALUE | COM | 25434V815 | 24,475 | 826,046 | SH | SOLE | 0 | 0 | 826,046 | ||
DIMENSIONAL US HIGH PROFITABILITY | COM | 25434V831 | 24,879 | 683,869 | SH | SOLE | 0 | 0 | 683,869 | ||
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 | COM | 25434V799 | 41,316 | 1,326,811 | SH | SOLE | 0 | 0 | 1,326,811 | ||
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME | COM | 25434V583 | 68,339 | 1,244,794 | SH | SOLE | 0 | 0 | 1,244,794 | ||
DIMENSIONAL U.S. CORE EQUITY 2 | COM | 25434V708 | 122,639 | 3,349,885 | SH | SOLE | 0 | 0 | 3,349,885 |