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

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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
ABBOTT LABS COM 002824100 349,434 2,789 SH SOLE 2,789 0 0
ALPHABET INC CAP STK CL A 02079K305 331,345 1,059 SH SOLE 1,059 0 0
ALPHABET INC CAP STK CL C 02079K107 716,282 2,283 SH SOLE 2,283 0 0
AMAZON COM INC COM 023135106 885,426 3,836 SH SOLE 3,836 0 0
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 47,830,117 508,993 SH SOLE 508,993 0 0
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 149,490,327 1,972,949 SH SOLE 1,972,949 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877 60,826,293 596,453 SH SOLE 596,453 0 0
APPLE INC COM 037833100 2,845,037 10,465 SH SOLE 10,465 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,163,132 2,314 SH SOLE 2,314 0 0
BNY MELLON STRATEGIC MUN BD COM 09662E109 178,498 28,930 SH SOLE 28,930 0 0
BNY MELLON STRATEGIC MUNS IN COM 05588W108 512,648 80,605 SH SOLE 80,605 0 0
BROADCOM INC COM 11135F101 314,605 909 SH SOLE 909 0 0
CONOCOPHILLIPS COM 20825C104 311,440 3,327 SH SOLE 3,327 0 0
CONSTELLATION ENERGY CORP COM 21037T109 263,186 745 SH SOLE 745 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,986,186 2,303 SH SOLE 2,303 0 0
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 186,749,055 4,387,901 SH SOLE 4,387,901 0 0
DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 252,074 6,077 SH SOLE 6,077 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 41,422,254 1,271,792 SH SOLE 1,271,792 0 0
DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 25434V674 679,409 13,116 SH SOLE 13,116 0 0
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 761,013 17,762 SH SOLE 17,762 0 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 56,084,872 1,123,945 SH SOLE 1,123,945 0 0
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 265,101 7,693 SH SOLE 7,693 0 0
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 39,268,687 1,240,129 SH SOLE 1,240,129 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 460,432 11,630 SH SOLE 11,630 0 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 108,832,441 2,861,752 SH SOLE 2,861,752 0 0
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 1,253,523 36,642 SH SOLE 36,642 0 0
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 24,060,809 516,437 SH SOLE 516,437 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1,810,027 25,980 SH SOLE 25,980 0 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1,022,386 31,085 SH SOLE 31,085 0 0
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 2,155,822 49,639 SH SOLE 49,639 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1,118,935 18,793 SH SOLE 18,793 0 0
EXXON MOBIL CORP COM 30231G102 544,779 4,527 SH SOLE 4,527 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 778,745 1,375 SH SOLE 1,375 0 0
ISHARES GOLD TR ISHARES NEW 464285204 678,906 8,364 SH SOLE 8,364 0 0
ISHARES TR CORE S&P MCP ETF 464287507 378,774 5,739 SH SOLE 5,739 0 0
ISHARES TR CORE S&P SCP ETF 464287804 933,198 7,765 SH SOLE 7,765 0 0
ISHARES TR CORE S&P500 ETF 464287200 4,859,697 7,095 SH SOLE 7,095 0 0
ISHARES TR EAFE SML CP ETF 464288273 1,112,323 14,347 SH SOLE 14,347 0 0
ISHARES TR EAFE VALUE ETF 464288877 2,130,946 29,841 SH SOLE 29,841 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 101,783,240 1,889,073 SH SOLE 1,889,073 0 0
ISHARES TR MSCI EAFE ETF 464287465 505,886 5,268 SH SOLE 5,268 0 0
ISHARES TR NATIONAL MUN ETF 464288414 3,930,723 36,698 SH SOLE 36,698 0 0
ISHARES TR NEW YORK MUN ETF 464288323 341,340 6,379 SH SOLE 6,379 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 272,342 704 SH SOLE 704 0 0
ISHARES TR S&P 500 VAL ETF 464287408 7,182,175 33,867 SH SOLE 33,867 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 371,529 3,482 SH SOLE 3,482 0 0
JOHNSON & JOHNSON COM 478160104 269,452 1,302 SH SOLE 1,302 0 0
MICROSOFT CORP COM 594918104 2,657,976 5,496 SH SOLE 5,496 0 0
NVIDIA CORPORATION COM 67066G104 240,214 1,288 SH SOLE 1,288 0 0
ORACLE CORP COM 68389X105 541,850 2,780 SH SOLE 2,780 0 0
REGENERON PHARMACEUTICALS COM 75886F107 293,311 380 SH SOLE 380 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1,133,210 25,517 SH SOLE 25,517 0 0
SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 456,243 11,166 SH SOLE 11,166 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,172,597 3,186 SH SOLE 3,186 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A805 2,734,050 33,140 SH SOLE 33,140 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A300 478,775 5,263 SH SOLE 5,263 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A508 1,120,464 19,723 SH SOLE 19,723 0 0
TESLA INC COM 88160R101 282,424 628 SH SOLE 628 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 591,584 1,520 SH SOLE 1,520 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 59,104,094 749,957 SH SOLE 749,957 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,268,449 17,125 SH SOLE 17,125 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1,032,137 20,709 SH SOLE 20,709 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2,797,064 13,375 SH SOLE 13,375 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 1,640,185 3,362 SH SOLE 3,362 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 265,842 916 SH SOLE 916 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 72,067,081 114,916 SH SOLE 114,916 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,526,318 4,553 SH SOLE 4,553 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,445,983 26,897 SH SOLE 26,897 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 318,655 2,259 SH SOLE 2,259 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4,480,186 90,582 SH SOLE 90,582 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 20,292,493 403,510 SH SOLE 403,510 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 292,518 4,881 SH SOLE 4,881 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 825,105 9,852 SH SOLE 9,852 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 491,451 7,867 SH SOLE 7,867 0 0
VISA INC COM CL A 92826C839 204,113 582 SH SOLE 582 0 0
WEC ENERGY GROUP INC COM 92939U106 240,660 2,282 SH SOLE 2,282 0 0