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 | 768,005 | 3,052 | SH | SOLE | 0 | 0 | 3,052 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 648,296 | 1,116 | SH | SOLE | 0 | 0 | 1,116 | ||
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | 628,285 | 2,143 | SH | SOLE | 0 | 0 | 2,143 | ||
| ALLSTATE CORP | COM | 020002101 | 268,158 | 1,127 | SH | SOLE | 0 | 0 | 1,127 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 505,947 | 1,432 | SH | SOLE | 0 | 0 | 1,432 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 396,279 | 1,109 | SH | SOLE | 0 | 0 | 1,109 | ||
| AMAZON COM INC | COM | 023135106 | 694,046 | 2,912 | SH | SOLE | 0 | 0 | 2,912 | ||
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | 12,733,281 | 139,604 | SH | SOLE | 0 | 0 | 139,604 | ||
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 1,730,532 | 13,511 | SH | SOLE | 0 | 0 | 13,511 | ||
| ANALOG DEVICES INC | COM | 032654105 | 704,580 | 1,774 | SH | SOLE | 0 | 0 | 1,774 | ||
| APPLE INC | COM | 037833100 | 3,624,348 | 12,525 | SH | SOLE | 0 | 0 | 12,525 | ||
| APPLIED MATLS INC | COM | 038222105 | 258,111 | 357 | SH | SOLE | 0 | 0 | 357 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 796,120 | 1,591 | SH | SOLE | 0 | 0 | 1,591 | ||
| BNY MELLON ETF TRUST | US LRG CP CORE | 09661T107 | 424,004 | 2,957 | SH | SOLE | 0 | 0 | 2,957 | ||
| BROADCOM INC | COM | 11135F101 | 1,589,572 | 4,208 | SH | SOLE | 0 | 0 | 4,208 | ||
| BROWN & BROWN INC | COM | 115236101 | 530,713 | 8,273 | SH | SOLE | 0 | 0 | 8,273 | ||
| CHUBB LIMITED | COM | H1467J104 | 918,635 | 2,696 | SH | SOLE | 0 | 0 | 2,696 | ||
| CME GROUP INC | COM | 12572Q105 | 663,152 | 3,003 | SH | SOLE | 0 | 0 | 3,003 | ||
| COCA COLA CO | COM | 191216100 | 348,866 | 4,293 | SH | SOLE | 0 | 0 | 4,293 | ||
| CORNING INC | COM | 219350105 | 532,183 | 2,083 | SH | SOLE | 0 | 0 | 2,083 | ||
| CUMMINS INC | COM | 231021106 | 784,531 | 1,100 | SH | SOLE | 0 | 0 | 1,100 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 722,477 | 3,507 | SH | SOLE | 0 | 0 | 3,507 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 204,081 | 1,161 | SH | SOLE | 0 | 0 | 1,161 | ||
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | 25434V625 | 33,228,462 | 405,324 | SH | SOLE | 0 | 0 | 405,324 | ||
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 11,639,626 | 290,048 | SH | SOLE | 0 | 0 | 290,048 | ||
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | 13,053,665 | 157,672 | SH | SOLE | 0 | 0 | 157,672 | ||
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 15,711,696 | 390,741 | SH | SOLE | 0 | 0 | 390,741 | ||
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | 25,878,857 | 541,966 | SH | SOLE | 0 | 0 | 541,966 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 2,635,711 | 64,855 | SH | SOLE | 0 | 0 | 64,855 | ||
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V815 | 1,481,041 | 38,181 | SH | SOLE | 0 | 0 | 38,181 | ||
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 21,091,854 | 301,743 | SH | SOLE | 0 | 0 | 301,743 | ||
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 32,152,024 | 779,443 | SH | SOLE | 0 | 0 | 779,443 | ||
| DISNEY WALT CO | COM | 254687106 | 505,432 | 5,251 | SH | SOLE | 0 | 0 | 5,251 | ||
| EATON CORP PLC | SHS | G29183103 | 1,219,555 | 2,862 | SH | SOLE | 0 | 0 | 2,862 | ||
| ELI LILLY & CO | COM | 532457108 | 638,097 | 532 | SH | SOLE | 0 | 0 | 532 | ||
| ENTERGY CORP NEW | COM | 29364G103 | 246,260 | 2,144 | SH | SOLE | 0 | 0 | 2,144 | ||
| EQUINIX INC | COM | 29444U700 | 431,549 | 414 | SH | SOLE | 0 | 0 | 414 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 204,353 | 5,256 | SH | SOLE | 0 | 0 | 5,256 | ||
| GE VERNOVA INC | COM | 36828A101 | 508,217 | 433 | SH | SOLE | 0 | 0 | 433 | ||
| HOME DEPOT INC | COM | 437076102 | 937,819 | 2,659 | SH | SOLE | 0 | 0 | 2,659 | ||
| ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,339,523 | 16,170 | SH | SOLE | 0 | 0 | 16,170 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 1,245,977 | 4,906 | SH | SOLE | 0 | 0 | 4,906 | ||
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | 1,066,603 | 7,300 | SH | SOLE | 0 | 0 | 7,300 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 2,294,504 | 7,010 | SH | SOLE | 0 | 0 | 7,010 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 256,768 | 504 | SH | SOLE | 0 | 0 | 504 | ||
| MARATHON PETE CORP | COM | 56585A102 | 1,334,597 | 5,220 | SH | SOLE | 0 | 0 | 5,220 | ||
| META PLATFORMS INC | CL A | 30303M102 | 648,682 | 1,152 | SH | SOLE | 0 | 0 | 1,152 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 511,755 | 443 | SH | SOLE | 0 | 0 | 443 | ||
| MICROSOFT CORP | COM | 594918104 | 1,537,422 | 4,122 | SH | SOLE | 0 | 0 | 4,122 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 909,070 | 2,189 | SH | SOLE | 0 | 0 | 2,189 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 703,073 | 8,010 | SH | SOLE | 0 | 0 | 8,010 | ||
| NUVEEN FLOATING RATE INCOME | COM | 67072T108 | 132,852 | 17,321 | SH | SOLE | 0 | 0 | 17,321 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 577,099 | 2,884 | SH | SOLE | 0 | 0 | 2,884 | ||
| PEPSICO INC | COM | 713448108 | 254,417 | 1,879 | SH | SOLE | 0 | 0 | 1,879 | ||
| QUANTA SVCS INC | COM | 74762E102 | 268,575 | 373 | SH | SOLE | 0 | 0 | 373 | ||
| REALTY INCOME CORP | COM | 756109104 | 637,073 | 10,282 | SH | SOLE | 0 | 0 | 10,282 | ||
| ROYCE SMALL CAP TRUST INC | COM | 780910105 | 289,887 | 15,695 | SH | SOLE | 0 | 0 | 15,695 | ||
| SEACOAST BKG CORP FLA | COM NEW | 811707801 | 220,381 | 6,628 | SH | SOLE | 0 | 0 | 6,628 | ||
| SERVICE CORP INTL | COM | 817565104 | 501,108 | 6,597 | SH | SOLE | 0 | 0 | 6,597 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 225,817 | 613 | SH | SOLE | 0 | 0 | 613 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 273,318 | 366 | SH | SOLE | 0 | 0 | 366 | ||
| TESLA INC | COM | 88160R101 | 256,566 | 610 | SH | SOLE | 0 | 0 | 610 | ||
| TJX COS INC NEW | COM | 872540109 | 236,643 | 1,562 | SH | SOLE | 0 | 0 | 1,562 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 289,293 | 589 | SH | SOLE | 0 | 0 | 589 | ||
| UNION PAC CORP | COM | 907818108 | 718,352 | 2,641 | SH | SOLE | 0 | 0 | 2,641 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 411,889 | 991 | SH | SOLE | 0 | 0 | 991 | ||
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 30,291,804 | 394,939 | SH | SOLE | 0 | 0 | 394,939 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 7,553,256 | 20,412 | SH | SOLE | 0 | 0 | 20,412 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 598,259 | 6,998 | SH | SOLE | 0 | 0 | 6,998 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 451,298 | 6,334 | SH | SOLE | 0 | 0 | 6,334 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 670,666 | 15,840 | SH | SOLE | 0 | 0 | 15,840 | ||
| VISA INC | COM CL A | 92826C839 | 474,493 | 1,383 | SH | SOLE | 0 | 0 | 1,383 | ||
| WALMART INC | COM | 931142103 | 1,119,688 | 9,886 | SH | SOLE | 0 | 0 | 9,886 | ||
| ZOETIS INC | CL A | 98978V103 | 295,704 | 4,115 | SH | SOLE | 0 | 0 | 4,115 | ||