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 | 302,471 | 1,202 | SH | SOLE | 0 | 0 | 1,202 | ||
| APPLE INC | COM | 037833100 | 752,624 | 2,601 | SH | SOLE | 0 | 0 | 2,601 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 778,107 | 1,555 | SH | SOLE | 0 | 0 | 1,555 | ||
| CINCINNATI FINL CORP | COM | 172062101 | 311,405 | 1,682 | SH | SOLE | 0 | 0 | 1,682 | ||
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | 23,109,512 | 547,489 | SH | SOLE | 0 | 0 | 547,489 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 18,179,288 | 447,325 | SH | SOLE | 0 | 0 | 447,325 | ||
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | 25,215,574 | 870,403 | SH | SOLE | 0 | 0 | 870,403 | ||
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | 699,681 | 13,427 | SH | SOLE | 0 | 0 | 13,427 | ||
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | 24,168,199 | 450,943 | SH | SOLE | 0 | 0 | 450,943 | ||
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | 47,591,789 | 1,277,289 | SH | SOLE | 0 | 0 | 1,277,289 | ||
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 2,091,214 | 43,265 | SH | SOLE | 0 | 0 | 43,265 | ||
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | 20,218,496 | 423,424 | SH | SOLE | 0 | 0 | 423,424 | ||
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 96,565,984 | 2,176,870 | SH | SOLE | 0 | 0 | 2,176,870 | ||
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 2,534,102 | 49,025 | SH | SOLE | 0 | 0 | 49,025 | ||
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | 25434V823 | 234,080 | 8,948 | SH | SOLE | 0 | 0 | 8,948 | ||
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V815 | 638,134 | 16,451 | SH | SOLE | 0 | 0 | 16,451 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 451,581 | 603 | SH | SOLE | 0 | 0 | 603 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 3,147,051 | 8,492 | SH | SOLE | 0 | 0 | 8,492 | ||
| MICROSOFT CORP | COM | 594918104 | 773,644 | 2,074 | SH | SOLE | 0 | 0 | 2,074 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 204,953 | 601 | SH | SOLE | 0 | 0 | 601 | ||
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 213,210 | 1,079 | SH | SOLE | 0 | 0 | 1,079 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 276,097 | 402 | SH | SOLE | 0 | 0 | 402 | ||
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 219,420 | 903 | SH | SOLE | 0 | 0 | 903 | ||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 278,241 | 5,501 | SH | SOLE | 0 | 0 | 5,501 | ||
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 257,868 | 3,120 | SH | SOLE | 0 | 0 | 3,120 | ||
| WALMART INC | COM | 931142103 | 548,744 | 4,845 | SH | SOLE | 0 | 0 | 4,845 | ||