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 |
ABBVIE INC | COM | 00287Y109 | 277,848 | 1,200 | SH | SOLE | 0 | 0 | 1,200 | ||
APPLE INC | COM | 037833100 | 733,080 | 2,879 | SH | SOLE | 0 | 0 | 2,879 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 779,750 | 1,551 | SH | SOLE | 0 | 0 | 1,551 | ||
CINCINNATI FINL CORP | COM | 172062101 | 265,608 | 1,680 | SH | SOLE | 0 | 0 | 1,680 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | 20,720,941 | 484,587 | SH | SOLE | 0 | 0 | 484,587 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 14,913,736 | 465,037 | SH | SOLE | 0 | 0 | 465,037 | ||
DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | 21,027,186 | 389,681 | SH | SOLE | 0 | 0 | 389,681 | ||
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | 21,686,407 | 794,083 | SH | SOLE | 0 | 0 | 794,083 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | 224,030 | 5,305 | SH | SOLE | 0 | 0 | 5,305 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | 43,014,579 | 1,311,820 | SH | SOLE | 0 | 0 | 1,311,820 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 2,218,259 | 46,233 | SH | SOLE | 0 | 0 | 46,233 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | 18,099,827 | 375,593 | SH | SOLE | 0 | 0 | 375,593 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 2,221,099 | 48,538 | SH | SOLE | 0 | 0 | 48,538 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 83,968,296 | 2,177,036 | SH | SOLE | 0 | 0 | 2,177,036 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | 513,038 | 16,113 | SH | SOLE | 0 | 0 | 16,113 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 260,358 | 389 | SH | SOLE | 0 | 0 | 389 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 2,240,826 | 8,604 | SH | SOLE | 0 | 0 | 8,604 | ||
MICROSOFT CORP | COM | 594918104 | 1,054,028 | 2,035 | SH | SOLE | 0 | 0 | 2,035 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 239,575 | 316 | SH | SOLE | 0 | 0 | 316 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 307,630 | 6,144 | SH | SOLE | 0 | 0 | 6,144 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 289,423 | 3,441 | SH | SOLE | 0 | 0 | 3,441 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 202,143 | 2,529 | SH | SOLE | 0 | 0 | 2,529 | ||
WALMART INC | COM | 931142103 | 498,398 | 4,836 | SH | SOLE | 0 | 0 | 4,836 |