The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 |
| AIRBNB INC | COM CL A | 009066101 | 772,455 | 6,117 | SH | SOLE | 0 | 0 | 0 | 6,117 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,468,856 | 5,108 | SH | SOLE | 0 | 0 | 0 | 5,108 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 681,467 | 2,376 | SH | SOLE | 0 | 0 | 0 | 2,376 | |
| AMAZON COM INC | COM | 023135106 | 4,078,343 | 19,582 | SH | SOLE | 0 | 0 | 0 | 19,582 | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 798,359 | 9,908 | SH | SOLE | 0 | 0 | 0 | 9,908 | |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | 1,388,418 | 22,286 | SH | SOLE | 0 | 0 | 0 | 22,286 | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | 1,448,078 | 17,964 | SH | SOLE | 0 | 0 | 0 | 17,964 | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | 1,626,804 | 21,740 | SH | SOLE | 0 | 0 | 0 | 21,740 | |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | 025072190 | 1,044,699 | 14,540 | SH | SOLE | 0 | 0 | 0 | 14,540 | |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | 925,404 | 11,933 | SH | SOLE | 0 | 0 | 0 | 11,933 | |
| AMGEN INC | COM | 031162100 | 473,590 | 1,346 | SH | SOLE | 0 | 0 | 0 | 1,346 | |
| APPLE INC | COM | 037833100 | 6,786,896 | 26,742 | SH | SOLE | 0 | 0 | 0 | 26,742 | |
| APPLIED MATLS INC | COM | 038222105 | 424,845 | 1,243 | SH | SOLE | 0 | 0 | 0 | 1,243 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 3,590,700 | 5 | SH | SOLE | 0 | 0 | 0 | 5 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 297,104 | 620 | SH | SOLE | 0 | 0 | 0 | 620 | |
| BROADCOM INC | COM | 11135F101 | 354,389 | 1,145 | SH | SOLE | 0 | 0 | 0 | 1,145 | |
| CHEVRON CORPORATION | COM | 166764100 | 1,220,483 | 5,899 | SH | SOLE | 0 | 0 | 0 | 5,899 | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 487,773 | 10,811 | SH | SOLE | 0 | 0 | 0 | 10,811 | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 388,827 | 9,980 | SH | SOLE | 0 | 0 | 0 | 9,980 | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | 204,863 | 5,573 | SH | SOLE | 0 | 0 | 0 | 5,573 | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | 233,015 | 7,232 | SH | SOLE | 0 | 0 | 0 | 7,232 | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 36,372,380 | 750,565 | SH | SOLE | 0 | 0 | 0 | 750,565 | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | 243,578 | 6,821 | SH | SOLE | 0 | 0 | 0 | 6,821 | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | 30,574,336 | 431,171 | SH | SOLE | 0 | 0 | 0 | 431,171 | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 339,089 | 8,726 | SH | SOLE | 0 | 0 | 0 | 8,726 | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 39,654,378 | 557,492 | SH | SOLE | 0 | 0 | 0 | 557,492 | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 65,602,401 | 1,242,941 | SH | SOLE | 0 | 0 | 0 | 1,242,941 | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | 604,677 | 12,629 | SH | SOLE | 0 | 0 | 0 | 12,629 | |
| DISNEY WALT CO | COM | 254687106 | 253,769 | 2,633 | SH | SOLE | 0 | 0 | 0 | 2,633 | |
| GE AEROSPACE | COM NEW | 369604301 | 205,733 | 725 | SH | SOLE | 0 | 0 | 0 | 725 | |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 494,066 | 856 | SH | SOLE | 0 | 0 | 0 | 856 | |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | 4,044,773 | 18,930 | SH | SOLE | 0 | 0 | 0 | 18,930 | |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 6,944,350 | 16,286 | SH | SOLE | 0 | 0 | 0 | 16,286 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 750,990 | 2,553 | SH | SOLE | 0 | 0 | 0 | 2,553 | |
| MCKESSON CORP | COM | 58155Q103 | 452,583 | 523 | SH | SOLE | 0 | 0 | 0 | 523 | |
| META PLATFORMS INC | CL A | 30303M102 | 292,580 | 511 | SH | SOLE | 0 | 0 | 0 | 511 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 772,302 | 2,286 | SH | SOLE | 0 | 0 | 0 | 2,286 | |
| MICROSOFT CORP | COM | 594918104 | 3,049,841 | 8,239 | SH | SOLE | 0 | 0 | 0 | 8,239 | |
| NORFOLK SOUTHN CORP | COM | 655844108 | 315,700 | 1,100 | SH | SOLE | 0 | 0 | 0 | 1,100 | |
| NVIDIA CORPORATION | COM | 67066G104 | 1,136,216 | 6,515 | SH | SOLE | 0 | 0 | 0 | 6,515 | |
| ORACLE CORP | COM | 68389X105 | 231,845 | 1,576 | SH | SOLE | 0 | 0 | 0 | 1,576 | |
| PRIMERICA INC | COM | 74164M108 | 1,216,581 | 4,857 | SH | SOLE | 0 | 0 | 0 | 4,857 | |
| SEMPRA | COM | 816851109 | 226,600 | 2,332 | SH | SOLE | 0 | 0 | 0 | 2,332 | |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 259,338 | 2,903 | SH | SOLE | 0 | 0 | 0 | 2,903 | |