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
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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
ALPHABET INC CAP STK CL A 02079K305 929,999 2,971 SH SOLE 0 0 0 2,971
ALPHABET INC CAP STK CL C 02079K107 1,877,244 5,982 SH SOLE 0 0 0 5,982
AMAZON COM INC COM 023135106 789,404 3,420 SH SOLE 0 0 0 3,420
APPLE INC COM 037833100 3,647,962 13,419 SH SOLE 0 0 0 13,419
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,738,918 3,460 SH SOLE 0 0 0 3,460
CBIZ INC COM 124805102 441,034 8,742 SH SOLE 0 0 0 8,742
COCA COLA CO COM 191216100 261,471 3,740 SH SOLE 0 0 0 3,740
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 5,691,656 149,348 SH SOLE 0 0 0 149,348
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 2,101,853 28,338 SH SOLE 0 0 0 28,338
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 236,221 10,315 SH SOLE 0 0 0 10,315
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 6,078,010 129,872 SH SOLE 0 0 0 129,872
DISNEY WALT CO COM 254687106 303,559 2,668 SH SOLE 0 0 0 2,668
ELI LILLY & CO COM 532457108 291,427 271 SH SOLE 0 0 0 271
HCA HEALTHCARE INC COM 40412C101 373,488 800 SH SOLE 0 0 0 800
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 268,096 5,093 SH SOLE 0 0 0 5,093
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 46137V738 343,908 5,170 SH SOLE 0 0 0 5,170
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,252,631 11,759 SH SOLE 0 0 0 11,759
INVESCO QQQ TR UNIT SER 1 46090E103 809,356 1,318 SH SOLE 0 0 0 1,318
ISHARES TR SELECT DIVID ETF 464287168 1,062,283 7,526 SH SOLE 0 0 0 7,526
ISHARES TR US TREAS BD ETF 46429B267 46,207,904 2,006,858 SH SOLE 0 0 0 2,006,858
ISHARES TR PFD AND INCM SEC 464288687 350,804 11,331 SH SOLE 0 0 0 11,331
ISHARES TR ISHS 5-10YR INVT 464288638 45,188,465 838,687 SH SOLE 0 0 0 838,687
ISHARES TR U.S. TECH ETF 464287721 791,544 3,964 SH SOLE 0 0 0 3,964
ISHARES TR CORE S&P500 ETF 464287200 1,064,731 1,554 SH SOLE 0 0 0 1,554
ISHARES TR CORE S&P MCP ETF 464287507 1,308,332 19,823 SH SOLE 0 0 0 19,823
ISHARES TR ISHS 1-5YR INVS 464288646 560,488 10,599 SH SOLE 0 0 0 10,599
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 6,643,730 131,559 SH SOLE 0 0 0 131,559
JOHNSON & JOHNSON COM 478160104 628,779 3,038 SH SOLE 0 0 0 3,038
JPMORGAN CHASE & CO. COM 46625H100 453,364 1,407 SH SOLE 0 0 0 1,407
MARRIOTT INTL INC NEW CL A 571903202 429,828 1,385 SH SOLE 0 0 0 1,385
META PLATFORMS INC CL A 30303M102 203,968 309 SH SOLE 0 0 0 309
MICROSOFT CORP COM 594918104 892,037 1,844 SH SOLE 0 0 0 1,844
NVIDIA CORPORATION COM 67066G104 2,047,921 10,981 SH SOLE 0 0 0 10,981
PALANTIR TECHNOLOGIES INC CL A 69608A108 223,610 1,258 SH SOLE 0 0 0 1,258
PAYCHEX INC COM 704326107 216,158 1,927 SH SOLE 0 0 0 1,927
PEPSICO INC COM 713448108 311,779 2,172 SH SOLE 0 0 0 2,172
PIMCO CORPORATE & INCOME OPP COM 72201B101 298,158 23,113 SH SOLE 0 0 0 23,113
PROCTER AND GAMBLE CO COM 742718109 205,055 1,431 SH SOLE 0 0 0 1,431
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 25,829,970 984,749 SH SOLE 0 0 0 984,749
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 31,483,411 1,063,270 SH SOLE 0 0 0 1,063,270
SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 1,142,526 7,381 SH SOLE 0 0 0 7,381
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 5,401,139 37,516 SH SOLE 0 0 0 37,516
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,808,559 2,652 SH SOLE 0 0 0 2,652
SPDR SERIES TRUST STATE STREET SPD 78464A375 53,746,351 1,589,658 SH SOLE 0 0 0 1,589,658
US BANCORP DEL COM NEW 902973304 408,631 7,658 SH SOLE 0 0 0 7,658
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21,053,744 33,572 SH SOLE 0 0 0 33,572
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4,312,894 48,739 SH SOLE 0 0 0 48,739
VANGUARD INDEX FDS GROWTH ETF 922908736 50,142,707 102,781 SH SOLE 0 0 0 102,781
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 264,244 1,490 SH SOLE 0 0 0 1,490
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1,069,480 7,582 SH SOLE 0 0 0 7,582
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 54,569,270 651,573 SH SOLE 0 0 0 651,573
VANGUARD STAR FDS VG TL INTL STK F 921909768 13,033,041 172,760 SH SOLE 0 0 0 172,760
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 729,178 11,672 SH SOLE 0 0 0 11,672
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3,844,393 26,786 SH SOLE 0 0 0 26,786
WALMART INC COM 931142103 334,230 3,000 SH SOLE 0 0 0 3,000
WELLTOWER INC COM 95040Q104 1,116,815 6,017 SH SOLE 0 0 0 6,017