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 | 1,972,614 | 4,690 | SH | SOLE | 0 | 0 | 4,690 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 643,061 | 1,820 | SH | SOLE | 0 | 0 | 1,820 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 496,223 | 2,480 | SH | SOLE | 0 | 0 | 2,480 | ||
| ISHARES INC | CORE MSCI EMKT | 46434G103 | 466,141 | 5,627 | SH | SOLE | 0 | 0 | 5,627 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 550,822 | 802 | SH | SOLE | 0 | 0 | 802 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 1,086,371 | 15,247 | SH | SOLE | 0 | 0 | 15,247 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,873,723 | 2,502 | SH | SOLE | 0 | 0 | 2,502 | ||
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 381,566 | 1,931 | SH | SOLE | 0 | 0 | 1,931 | ||
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | 2,163,620 | 23,610 | SH | SOLE | 0 | 0 | 23,610 | ||
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,172,771 | 3,869 | SH | SOLE | 0 | 0 | 3,869 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 689,819 | 1,864 | SH | SOLE | 0 | 0 | 1,864 | ||
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | 954,751 | 4,381 | SH | SOLE | 0 | 0 | 4,381 | ||
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 419,644 | 1,727 | SH | SOLE | 0 | 0 | 1,727 | ||
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 885,303 | 10,988 | SH | SOLE | 0 | 0 | 10,988 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 662,548 | 7,750 | SH | SOLE | 0 | 0 | 7,750 | ||
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 263,134 | 8,941 | SH | SOLE | 0 | 0 | 8,941 | ||
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 341,736 | 3,480 | SH | SOLE | 0 | 0 | 3,480 | ||
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 2,333,804 | 24,187 | SH | SOLE | 0 | 0 | 24,187 | ||
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 11,218,769 | 87,592 | SH | SOLE | 0 | 0 | 87,592 | ||
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 3,808,316 | 42,694 | SH | SOLE | 0 | 0 | 42,694 | ||
| SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | 459,434 | 4,623 | SH | SOLE | 0 | 0 | 4,623 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 2,440,736 | 20,920 | SH | SOLE | 0 | 0 | 20,920 | ||
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 36,465,563 | 822,037 | SH | SOLE | 0 | 0 | 822,037 | ||
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 2,490,458 | 67,602 | SH | SOLE | 0 | 0 | 67,602 | ||
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | 2,448,729 | 58,013 | SH | SOLE | 0 | 0 | 58,013 | ||
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | 4,158,739 | 87,094 | SH | SOLE | 0 | 0 | 87,094 | ||
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 9,111,341 | 188,504 | SH | SOLE | 0 | 0 | 188,504 | ||
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V815 | 3,442,248 | 88,741 | SH | SOLE | 0 | 0 | 88,741 | ||
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | 25434V831 | 3,235,296 | 77,529 | SH | SOLE | 0 | 0 | 77,529 | ||
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | 887,505 | 26,007 | SH | SOLE | 0 | 0 | 26,007 | ||
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 920,972 | 22,950 | SH | SOLE | 0 | 0 | 22,950 | ||
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | 9,348,662 | 250,903 | SH | SOLE | 0 | 0 | 250,903 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | 601,191 | 14,090 | SH | SOLE | 0 | 0 | 14,090 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 4,852,718 | 119,407 | SH | SOLE | 0 | 0 | 119,407 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 | 633,661 | 14,816 | SH | SOLE | 0 | 0 | 14,816 | ||
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | 415,281 | 9,208 | SH | SOLE | 0 | 0 | 9,208 | ||
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | 1,250,663 | 26,821 | SH | SOLE | 0 | 0 | 26,821 | ||
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | 1,719,775 | 59,364 | SH | SOLE | 0 | 0 | 59,364 | ||
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | 3,842,914 | 75,678 | SH | SOLE | 0 | 0 | 75,678 | ||
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | 25434V625 | 3,432,585 | 41,871 | SH | SOLE | 0 | 0 | 41,871 | ||
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | 2,431,757 | 45,373 | SH | SOLE | 0 | 0 | 45,373 | ||
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | 9,566,485 | 174,986 | SH | SOLE | 0 | 0 | 174,986 | ||
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | 25434V583 | 16,753,857 | 307,636 | SH | SOLE | 0 | 0 | 307,636 | ||
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | 803,193 | 10,513 | SH | SOLE | 0 | 0 | 10,513 | ||
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | 305,596 | 4,038 | SH | SOLE | 0 | 0 | 4,038 | ||