The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
ABBOTT LABORATORIES COM 002824100 205,163 2,261 SH SOLE 0 0 2,261
ABBVIE INC COM 00287Y109 653,006 2,595 SH SOLE 0 0 2,595
ALKERMES PLC SHS G01767105 261,975 5,000 SH SOLE 0 0 5,000
ALPHABET INC CAP STK CL A 02079K305 5,916,949 16,557 SH SOLE 0 0 16,557
ALPHABET INC CAP STK CL C 02079K107 5,982,944 16,933 SH SOLE 0 0 16,933
ALPS ETF TR ALERIAN MLP 00162Q452 314,445 6,065 SH SOLE 0 0 6,065
AMAZON COM INC COM 023135106 6,721,426 28,201 SH SOLE 0 0 28,201
AMERICAN CENTY ETF TR INTL EQT ETF 025072703 325,803 3,653 SH SOLE 0 0 3,653
AMERICAN EXPRESS CO COM 025816109 1,101,857 3,258 SH SOLE 0 0 3,258
AMERICAN TOWER CORP COM 03027X100 272,844 1,650 SH SOLE 0 0 1,650
AMPHENOL CORP CL A 032095101 516,997 2,928 SH SOLE 0 0 2,928
APPLE INC COM 037833100 7,756,643 26,806 SH SOLE 0 0 26,806
BANK OF AMER CORP COM 060505104 201,887 3,543 SH SOLE 0 0 3,543
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,667,299 3,332 SH SOLE 0 0 3,332
BLUE OWL CAPITAL INC COM CL A 09581B103 254,825 29,123 SH SOLE 0 0 29,123
CATERPILLAR INC COM 149123101 319,470 300 SH SOLE 0 0 300
CENTRAL SECS CORP COM 155123102 1,132,710 21,596 SH SOLE 0 0 21,596
DIMENSIONAL ETF TRUST US COR EQU 2 ETF 25434V708 1,229,105 27,708 SH SOLE 0 0 27,708
DIMENSIONAL ETF TRUST US EQUI MARK ETF 25434V401 2,559,150 31,232 SH SOLE 0 0 31,232
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 259,224 3,709 SH SOLE 0 0 3,709
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 293,486 7,967 SH SOLE 0 0 7,967
ELI LILLY & CO COM 532457108 2,243,013 1,870 SH SOLE 0 0 1,870
EXXON MOBIL CORP COM 30231G102 278,537 2,037 SH SOLE 0 0 2,037
FLEXSHARES TR IBOXX 3R TARGT 33939L506 508,757 21,278 SH SOLE 0 0 21,278
FLEXSHARES TR MORNSTAR UPSTR 33939L407 333,921 6,776 SH SOLE 0 0 6,776
FLEXSHARES TR STOXX GLOBR INF 33939L795 222,497 3,470 SH SOLE 0 0 3,470
GMO ETF TRUST US QUALITY ETF 90139K100 75,350,860 1,807,174 SH SOLE 0 0 1,807,174
HA SUSTAINABLE INFRA CAP INC COM 41068X100 351,450 9,000 SH SOLE 0 0 9,000
INVESCO QQQ TR UNIT SER 1 46090E103 39,061,876 53,044 SH SOLE 0 0 53,044
ISHARES INC CORE MSCI EMKT 46434G103 5,815,466 70,201 SH SOLE 0 0 70,201
ISHARES INC MSCI EMRG CHN 46434G764 1,276,499 12,478 SH SOLE 0 0 12,478
ISHARES TR 7-10 YR TRSY BD 464287440 1,435,746 15,182 SH SOLE 0 0 15,182
ISHARES TR CORE DIV GRWTH 46434V621 56,554,264 746,197 SH SOLE 0 0 746,197
ISHARES TR CORE MSCI EAFE 46432F842 5,231,727 54,170 SH SOLE 0 0 54,170
ISHARES TR CORE S&P MCP ETF 464287507 14,833,149 192,363 SH SOLE 0 0 192,363
ISHARES TR CORE S&P SCP ETF 464287804 30,920,389 208,485 SH SOLE 0 0 208,485
ISHARES TR CORE S&P500 ETF 464287200 156,740,290 209,297 SH SOLE 0 0 209,297
ISHARES TR CORE US AGGBD ET 464287226 2,793,496 28,223 SH SOLE 0 0 28,223
ISHARES TR ESG MSCI USA ETF 46436E767 923,815 13,302 SH SOLE 0 0 13,302
ISHARES TR EXPANDED TECH 464287515 1,875,607 20,702 SH SOLE 0 0 20,702
ISHARES TR FUTU AI TECH ETF 46435U556 984,200 12,923 SH SOLE 0 0 12,923
ISHARES TR GLB INFRASTR ETF 464288372 237,429 3,565 SH SOLE 0 0 3,565
ISHARES TR MSCI ACWI ETF 464288257 6,955,991 44,314 SH SOLE 0 0 44,314
ISHARES TR MSCI EAFE ETF 464287465 4,945,678 47,610 SH SOLE 0 0 47,610
ISHARES TR MSCI EMG MKT ETF 464287234 6,929,026 101,287 SH SOLE 0 0 101,287
ISHARES TR NATIONAL MUN ETF 464288414 2,614,413 24,293 SH SOLE 0 0 24,293
ISHARES TR RUS 1000 ETF 464287622 404,405 988 SH SOLE 0 0 988
ISHARES TR RUS 1000 GRW ETF 464287614 1,176,056 9,471 SH SOLE 0 0 9,471
ISHARES TR RUS 1000 VAL ETF 464287598 390,427 1,610 SH SOLE 0 0 1,610
ISHARES TR RUSSELL 3000 ETF 464287689 58,354,913 136,855 SH SOLE 0 0 136,855
ISHARES TR S&P 500 GRWT ETF 464287309 1,143,342 8,313 SH SOLE 0 0 8,313
ISHARES TR S&P MC 400GR ETF 464287606 245,810 2,092 SH SOLE 0 0 2,092
ISHARES TR ULTRA SHORT DUR 46434V878 5,631,444 111,337 SH SOLE 0 0 111,337
JOHNSON & JOHNSON COM 478160104 296,637 1,168 SH SOLE 0 0 1,168
JPMORGAN CHASE & CO COM 46625H100 320,456 979 SH SOLE 0 0 979
LISTED FDS TR ROUN MA SEVE ETF 53656G498 372,297 5,790 SH SOLE 0 0 5,790
MARRIOTT INTL INC NEW CL A 571903202 974,652 2,630 SH SOLE 0 0 2,630
MASTERCARD INCORPORATED CL A 57636Q104 976,354 1,901 SH SOLE 0 0 1,901
MCDONALDS CORP COM 580135101 483,314 1,788 SH SOLE 0 0 1,788
META PLATFORMS INC CL A 30303M102 5,055,440 8,975 SH SOLE 0 0 8,975
MICROSOFT CORP COM 594918104 1,428,856 3,831 SH SOLE 0 0 3,831
MISSION PRODUCE INC COM 60510V108 216,111 18,330 SH SOLE 0 0 18,330
MNTN INC CL A 55318A108 637,183 69,259 SH SOLE 0 0 69,259
NEXTERA ENERGY INC COM 65339F101 461,407 5,257 SH SOLE 0 0 5,257
NVIDIA CORPORATION COM 67066G104 880,796 4,402 SH SOLE 0 0 4,402
ONEMAIN HLDGS INC COM 68268W103 2,062,127 33,822 SH SOLE 0 0 33,822
ORACLE CORP COM 68389X105 236,092 1,611 SH SOLE 0 0 1,611
OREILLY AUTOMOTIVE INC COM 67103H107 678,703 7,370 SH SOLE 0 0 7,370
PALANTIR TECHNOLOGIES INC CL A 69608A108 455,130 3,901 SH SOLE 0 0 3,901
PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF 74316P579 3,856,530 72,505 SH SOLE 0 0 72,505
ROBINHOOD MKTS INC COM CL A 770700102 322,300 3,214 SH SOLE 0 0 3,214
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 861,527 23,760 SH SOLE 0 0 23,760
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9,153,966 330,468 SH SOLE 0 0 330,468
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 10,586,442 365,554 SH SOLE 0 0 365,554
SHOPIFY INC CL A SUB VTG SHS 82509L107 396,890 3,476 SH SOLE 0 0 3,476
SPDR SERIES TRUST ST STR P500GRW 78464A409 737,845 6,201 SH SOLE 0 0 6,201
SPDR SERIES TRUST ST STR SP BIOT 78464A870 729,374 4,609 SH SOLE 0 0 4,609
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 26,435,332 35,400 SH SOLE 0 0 35,400
TRANSDIGM GROUP INC COM 893641100 282,392 212 SH SOLE 0 0 212
VANECK ETF TRUST ALTE ASSE MA ETF 92189H649 316,240 14,750 SH SOLE 0 0 14,750
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,006,808 3,287 SH SOLE 0 0 3,287
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 225,066 1,139 SH SOLE 0 0 1,139
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 744,639 1,084 SH SOLE 0 0 1,084
VANGUARD INDEX FDS TOTAL STK MKT 922908769 13,141,309 35,492 SH SOLE 0 0 35,492
VANGUARD INDEX FDS VALUE ETF 922908744 2,216,658 10,171 SH SOLE 0 0 10,171
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,902,937 48,634 SH SOLE 0 0 48,634
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 431,591 2,750 SH SOLE 0 0 2,750
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 424,569 8,394 SH SOLE 0 0 8,394
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,437,919 18,195 SH SOLE 0 0 18,195
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 259,572 1,097 SH SOLE 0 0 1,097
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4,495,682 63,097 SH SOLE 0 0 63,097
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,531,785 9,693 SH SOLE 0 0 9,693
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,304,678 9,693 SH SOLE 0 0 9,693
VANGUARD WORLD FD ESG INTL STK ETF 921910725 2,649,850 32,182 SH SOLE 0 0 32,182
VANGUARD WORLD FD ESG INTL STK ETF 921910725 1,510,727 22,742 SH SOLE 0 0 22,742
VISA INC COM CL A 92826C839 1,147,293 3,344 SH SOLE 0 0 3,344
VISA INC COM CL A 92826C839 1,221,427 3,678 SH SOLE 0 0 3,678
VULCAN MATLS CO COM 929160109 736,640 2,497 SH SOLE 0 0 2,497
VULCAN MATLS CO COM 929160109 704,404 2,497 SH SOLE 0 0 2,497
WILLIAMS COS INC COM 969457100 6,227,938 107,582 SH SOLE 0 0 107,582