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 | 298,445 | 1,186 | SH | SOLE | 0 | 0 | 1,186 | ||
| ALLIANT ENERGY CORP | COM | 018802108 | 377,483 | 4,948 | SH | SOLE | 0 | 0 | 4,948 | ||
| EA SERIES TRUST | BRID OMN SMA ETF | 02072L532 | 4,193,427 | 143,661 | SH | SOLE | 8,057 | 0 | 135,604 | ||
| AMAZON COM INC | COM | 023135106 | 1,400,963 | 5,878 | SH | SOLE | 0 | 0 | 5,878 | ||
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | 311,174 | 3,140 | SH | SOLE | 0 | 0 | 3,140 | ||
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | 025072323 | 342,865 | 4,675 | SH | SOLE | 0 | 0 | 4,675 | ||
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | 4,498,329 | 49,318 | SH | SOLE | 1,502 | 0 | 47,816 | ||
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | 1,014,291 | 21,408 | SH | SOLE | 0 | 0 | 21,408 | ||
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | 8,184,005 | 105,709 | SH | SOLE | 9,259 | 0 | 96,450 | ||
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | 5,728,990 | 87,332 | SH | SOLE | 1,331 | 0 | 86,001 | ||
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 1,399,394 | 14,503 | SH | SOLE | 0 | 0 | 14,503 | ||
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 4,900,648 | 54,940 | SH | SOLE | 4,266 | 0 | 50,674 | ||
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 8,840,381 | 85,787 | SH | SOLE | 7,366 | 0 | 78,421 | ||
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 10,953,785 | 87,799 | SH | SOLE | 2,398 | 0 | 85,401 | ||
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 10,085,281 | 78,742 | SH | SOLE | 3,275 | 0 | 75,467 | ||
| APPLE INC | COM | 037833100 | 1,735,581 | 5,998 | SH | SOLE | 0 | 0 | 5,998 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 347,123 | 1,550 | SH | SOLE | 0 | 0 | 1,550 | ||
| BROADCOM INC | COM | 11135F101 | 483,142 | 1,279 | SH | SOLE | 0 | 0 | 1,279 | ||
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 449,973 | 8,705 | SH | SOLE | 0 | 0 | 8,705 | ||
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 466,312 | 11,305 | SH | SOLE | 0 | 0 | 11,305 | ||
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | 9,682,638 | 118,167 | SH | SOLE | 0 | 0 | 118,167 | ||
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 6,197,133 | 75,263 | SH | SOLE | 0 | 0 | 75,263 | ||
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 57,083,610 | 816,647 | SH | SOLE | 4,548 | 0 | 812,099 | ||
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 50,626,645 | 1,141,268 | SH | SOLE | 29,267 | 0 | 1,112,001 | ||
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 27,853,203 | 506,330 | SH | SOLE | 7,539 | 0 | 498,791 | ||
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 1,251,875 | 30,804 | SH | SOLE | 13,853 | 0 | 16,951 | ||
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 3,950,116 | 98,433 | SH | SOLE | 0 | 0 | 98,433 | ||
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 23,729,919 | 439,280 | SH | SOLE | 0 | 0 | 439,280 | ||
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V815 | 3,481,148 | 89,743 | SH | SOLE | 19,690 | 0 | 70,053 | ||
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | 25434V823 | 284,647 | 10,881 | SH | SOLE | 0 | 0 | 10,881 | ||
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 8,306,296 | 225,469 | SH | SOLE | 0 | 0 | 225,469 | ||
| DOMINION ENERGY INC | COM | 25746U109 | 568,446 | 8,324 | SH | SOLE | 0 | 0 | 8,324 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 240,080 | 1,756 | SH | SOLE | 0 | 0 | 1,756 | ||
| META PLATFORMS INC | CL A | 30303M102 | 1,470,750 | 2,611 | SH | SOLE | 0 | 0 | 2,611 | ||
| HUMANA INC | COM | 444859102 | 553,327 | 1,393 | SH | SOLE | 0 | 0 | 1,393 | ||
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | 2,841,392 | 28,225 | SH | SOLE | 0 | 0 | 28,225 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 228,476 | 698 | SH | SOLE | 0 | 0 | 698 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 300,447 | 1,183 | SH | SOLE | 0 | 0 | 1,183 | ||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 252,100 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
| MICROSOFT CORP | COM | 594918104 | 1,398,452 | 3,749 | SH | SOLE | 0 | 0 | 3,749 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 587,532 | 6,694 | SH | SOLE | 0 | 0 | 6,694 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,062,478 | 5,310 | SH | SOLE | 0 | 0 | 5,310 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 2,535,143 | 7,434 | SH | SOLE | 0 | 0 | 7,434 | ||
| RADIAN GROUP INC | COM | 750236101 | 303,244 | 8,050 | SH | SOLE | 0 | 0 | 8,050 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 359,196 | 481 | SH | SOLE | 0 | 0 | 481 | ||
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 322,169 | 1,691 | SH | SOLE | 0 | 0 | 1,691 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 301,744 | 439 | SH | SOLE | 0 | 0 | 439 | ||
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 6,924,517 | 71,809 | SH | SOLE | 0 | 0 | 71,809 | ||
| WALMART INC | COM | 931142103 | 215,647 | 1,904 | SH | SOLE | 0 | 0 | 1,904 | ||
| EATON CORP PLC | SHS | G29183103 | 206,242 | 484 | SH | SOLE | 0 | 0 | 484 | ||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 229,221 | 830 | SH | SOLE | 0 | 0 | 830 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 445,177 | 1,402 | SH | SOLE | 0 | 0 | 1,402 | ||