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 |
| TESLA INC | COM | 88160R101 | 1,489,825 | 4,690 | SH | SOLE | 0 | 0 | 4,690 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 322,850 | 1,820 | SH | SOLE | 0 | 0 | 1,820 | ||
| MCKESSON CORP | COM | 58155Q103 | 363,459 | 496 | SH | SOLE | 0 | 0 | 496 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 320,720 | 2,030 | SH | SOLE | 0 | 0 | 2,030 | ||
| ISHARES INC | CORE MSCI EMKT | 46434G103 | 335,688 | 5,592 | SH | SOLE | 0 | 0 | 5,592 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 573,710 | 1,010 | SH | SOLE | 0 | 0 | 1,010 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 685,431 | 12,023 | SH | SOLE | 0 | 0 | 12,023 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,598,818 | 2,575 | SH | SOLE | 0 | 0 | 2,575 | ||
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 275,964 | 1,678 | SH | SOLE | 0 | 0 | 1,678 | ||
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | 1,544,458 | 16,837 | SH | SOLE | 0 | 0 | 16,837 | ||
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 916,876 | 3,869 | SH | SOLE | 0 | 0 | 3,869 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 733,079 | 2,412 | SH | SOLE | 0 | 0 | 2,412 | ||
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | 775,005 | 4,385 | SH | SOLE | 0 | 0 | 4,385 | ||
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 299,340 | 1,535 | SH | SOLE | 0 | 0 | 1,535 | ||
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 768,693 | 2,747 | SH | SOLE | 0 | 0 | 2,747 | ||
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 285,068 | 11,664 | SH | SOLE | 0 | 0 | 11,664 | ||
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 278,783 | 3,480 | SH | SOLE | 0 | 0 | 3,480 | ||
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 1,695,885 | 24,743 | SH | SOLE | 0 | 0 | 24,743 | ||
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 8,952,211 | 88,794 | SH | SOLE | 0 | 0 | 88,794 | ||
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 3,259,400 | 44,040 | SH | SOLE | 0 | 0 | 44,040 | ||
| SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | 568,143 | 5,714 | SH | SOLE | 0 | 0 | 5,714 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 2,851,814 | 20,920 | SH | SOLE | 0 | 0 | 20,920 | ||
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 22,981,107 | 641,214 | SH | SOLE | 0 | 0 | 641,214 | ||
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | 1,241,514 | 29,378 | SH | SOLE | 0 | 0 | 29,378 | ||
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | 3,170,148 | 66,031 | SH | SOLE | 0 | 0 | 66,031 | ||
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 7,220,506 | 152,235 | SH | SOLE | 0 | 0 | 152,235 | ||
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V815 | 3,056,682 | 103,863 | SH | SOLE | 0 | 0 | 103,863 | ||
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | 25434V831 | 3,183,082 | 89,513 | SH | SOLE | 0 | 0 | 89,513 | ||
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | 991,530 | 33,623 | SH | SOLE | 0 | 0 | 33,623 | ||
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 1,044,834 | 31,748 | SH | SOLE | 0 | 0 | 31,748 | ||
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | 6,645,993 | 213,766 | SH | SOLE | 0 | 0 | 213,766 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | 558,359 | 18,618 | SH | SOLE | 0 | 0 | 18,618 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 2,872,853 | 96,794 | SH | SOLE | 0 | 0 | 96,794 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 | 554,223 | 19,794 | SH | SOLE | 0 | 0 | 19,794 | ||
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | 386,454 | 9,806 | SH | SOLE | 0 | 0 | 9,806 | ||
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | 1,105,084 | 28,155 | SH | SOLE | 0 | 0 | 28,155 | ||
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | 1,198,040 | 44,653 | SH | SOLE | 0 | 0 | 44,653 | ||
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | 1,700,937 | 33,516 | SH | SOLE | 0 | 0 | 33,516 | ||
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | 25434V625 | 2,017,332 | 30,177 | SH | SOLE | 0 | 0 | 30,177 | ||
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | 1,241,634 | 23,269 | SH | SOLE | 0 | 0 | 23,269 | ||
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | 6,772,188 | 124,879 | SH | SOLE | 0 | 0 | 124,879 | ||
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | 25434V583 | 12,597,598 | 231,191 | SH | SOLE | 0 | 0 | 231,191 | ||