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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

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 232,387 1,153 SH SOLE 0 0 0 1,153
ADVANCED MICRO DEVICES INC COM 007903107 416,044 914 SH SOLE 0 0 0 914
ALPHABET INC CAP STK CL A 02079K305 1,052,514 2,626 SH SOLE 0 0 0 2,626
ALPHABET INC CAP STK CL C 02079K107 1,726,770 4,349 SH SOLE 0 0 0 4,349
AMAZON COM INC COM 023135106 1,521,827 5,581 SH SOLE 0 0 0 5,581
AMPHENOL CORP CL A 032095101 222,644 1,739 SH SOLE 0 0 0 1,739
APPLE INC COM 037833100 2,387,430 8,139 SH SOLE 0 0 0 8,139
ARISTA NETWORKS INC COM SHS 040413205 375,123 2,646 SH SOLE 0 0 0 2,646
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 303,174 637 SH SOLE 0 0 0 637
BLACKROCK INC COM 09290D101 352,570 325 SH SOLE 0 0 0 325
BROADCOM INC COM 11135F101 1,038,474 2,415 SH SOLE 0 0 0 2,415
CENCORA INC COM 03073E105 331,049 1,268 SH SOLE 0 0 0 1,268
CHEVRON CORPORATION COM 166764100 281,329 1,549 SH SOLE 0 0 0 1,549
COSTCO WHOLESALE CORPORATION COM 22160K105 783,830 777 SH SOLE 0 0 0 777
CROWDSTRIKE HLDGS INC CL A 22788C105 315,606 598 SH SOLE 0 0 0 598
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1,490,374 36,493 SH SOLE 0 0 0 36,493
DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 6,606,653 81,806 SH SOLE 0 0 0 81,806
EATON CORP PLC SHS G29183103 299,526 746 SH SOLE 0 0 0 746
ELI LILLY & CO COM 532457108 564,807 596 SH SOLE 0 0 0 596
GE AEROSPACE COM NEW 369604301 344,694 1,160 SH SOLE 0 0 0 1,160
GE VERNOVA INC COM 36828A101 405,659 390 SH SOLE 0 0 0 390
GENERAL DYNAMICS CORP COM 369550108 273,759 790 SH SOLE 0 0 0 790
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 438,551 6,517 SH SOLE 0 0 0 6,517
ISHARES TR CORE MSCI EAFE 46432F842 231,963 2,384 SH SOLE 0 0 0 2,384
JPMORGAN CHASE & CO COM 46625H100 812,951 2,691 SH SOLE 0 0 0 2,691
LINDE PLC SHS G54950103 367,404 745 SH SOLE 0 0 0 745
MASTERCARD INCORPORATED CL A 57636Q104 202,156 408 SH SOLE 0 0 0 408
MCDONALDS CORP COM 580135101 262,238 951 SH SOLE 0 0 0 951
META PLATFORMS INC CL A 30303M102 1,068,681 1,753 SH SOLE 0 0 0 1,753
META PLATFORMS INC CL A 30303M102 121,926 200 SH Call SOLE 0 0 0 200
MICRON TECHNOLOGY INC COM 595112103 273,332 366 SH SOLE 0 0 0 366
MICROSOFT CORP COM 594918104 1,729,450 4,166 SH SOLE 0 0 0 4,166
NEXTERA ENERGY INC COM 65339F101 308,227 3,311 SH SOLE 0 0 0 3,311
NVIDIA CORPORATION COM 67066G104 3,728,151 17,324 SH SOLE 0 0 0 17,324
ORACLE CORP COM 68389X105 461,658 2,356 SH SOLE 0 0 0 2,356
PARKER-HANNIFIN CORP COM 701094104 294,408 335 SH SOLE 0 0 0 335
PROCTER & GAMBLE CO COM 742718109 250,990 1,714 SH SOLE 0 0 0 1,714
RTX CORPORATION COM 75513E101 215,534 1,224 SH SOLE 0 0 0 1,224
S&P GLOBAL INC COM 78409V104 206,279 491 SH SOLE 0 0 0 491
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 221,780 6,025 SH SOLE 0 0 0 6,025
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 205,221 7,221 SH SOLE 0 0 0 7,221
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 13,990,879 482,444 SH SOLE 0 0 0 482,444
SHELL PLC SPON ADS 780259305 206,650 2,461 SH SOLE 0 0 0 2,461
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 248,065 500 SH SOLE 0 0 0 500
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 820,098 1,112 SH SOLE 0 0 0 1,112
TESLA INC COM 88160R101 747,471 1,745 SH SOLE 0 0 0 1,745
TJX COS INC NEW COM 872540109 219,151 1,429 SH SOLE 0 0 0 1,429
UBER TECHNOLOGIES INC COM 90353T100 275,543 3,652 SH SOLE 0 0 0 3,652
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 539,042 795 SH SOLE 0 0 0 795
VANGUARD MALVERN FDS CORE BD ETF 922020748 3,236,802 41,857 SH SOLE 0 0 0 41,857
VANGUARD MUN BD FDS CORE TAX EXEMPT 922907712 13,164,979 173,841 SH SOLE 0 0 0 173,841
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 475,942 3,742 SH SOLE 0 0 0 3,742
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 236,628 5,040 SH SOLE 0 0 0 5,040
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 11,611,374 163,933 SH SOLE 0 0 0 163,933
VISA INC COM CL A 92826C839 672,599 2,110 SH SOLE 0 0 0 2,110
WALMART INC COM 931142103 555,110 4,256 SH SOLE 0 0 0 4,256
WELLTOWER INC COM 95040Q104 249,185 1,161 SH SOLE 0 0 0 1,161