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

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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
ADVANCED MICRO DEVICES INC COM 007903107 659,914 1,136 SH SOLE 0 0 1,136
AMAZON COM INC COM 023135106 378,961 1,590 SH SOLE 365 0 1,225
AMERICAN TOWER CORP COM 03027X100 531,276 3,248 SH SOLE 3,128 0 120
AMGEN INC COM 031162100 4,426,382 12,224 SH SOLE 11,474 0 750
APPLE INC COM 037833100 581,489 2,010 SH SOLE 2,000 0 10
AVALONBAY CMNTYS INC COM 053484101 279,450 1,481 SH SOLE 1,481 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 748,850 1 SH SOLE 0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,840,715 5,677 SH SOLE 1,670 0 4,007
CHEVRON CORPORATION COM 166764100 9,400,391 56,711 SH SOLE 53,206 0 3,505
COCA COLA CO COM 191216100 576,012 7,088 SH SOLE 6,739 0 349
COLGATE PALMOLIVE CO COM 194162103 440,064 4,800 SH SOLE 0 0 4,800
CROWN CASTLE INC COM 22822V101 273,689 3,614 SH SOLE 3,614 0 0
DIGITAL RLTY TR INC COM 253868103 544,128 3,030 SH SOLE 3,030 0 0
DIMENSIONAL ETF TRUST CORE FIXE IN ETF 25434V872 334,641 7,928 SH SOLE 3,219 0 4,709
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 10,951,016 269,464 SH SOLE 197,713 0 71,751
DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 353,668 8,289 SH SOLE 5,667 0 2,622
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1,662,041 41,334 SH SOLE 27,944 0 13,390
DIMENSIONAL ETF TRUST GLOB CO PLUS ETF 25434V583 2,032,156 37,315 SH SOLE 22,360 0 14,955
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 11,198,618 386,559 SH SOLE 280,251 0 106,308
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1,924,193 35,620 SH SOLE 35,079 0 541
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2,549,292 61,801 SH SOLE 57,046 0 4,755
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 15,045,223 403,790 SH SOLE 224,745 0 179,045
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 4,762,980 98,541 SH SOLE 49,208 0 49,333
DIMENSIONAL ETF TRUST SHOR DUR FIX ETF 25434V864 2,287,273 47,901 SH SOLE 36,979 0 10,922
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2,088,897 40,412 SH SOLE 36,986 0 3,426
DIMENSIONAL ETF TRUST US EQUI MARK ETF 25434V401 14,903,893 181,888 SH SOLE 133,366 0 48,522
DIMENSIONAL ETF TRUST US HIGH PROF ETF 25434V831 1,517,178 36,357 SH SOLE 23,609 0 12,748
DIMENSIONAL ETF TRUST US LARG VALU ETF 25434V666 5,406,972 136,747 SH SOLE 47,835 0 88,912
DIMENSIONAL ETF TRUST US LARG VECT ETF 25434V641 672,683 8,180 SH SOLE 1,171 0 7,009
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 26,112,249 474,682 SH SOLE 378,479 0 96,203
DIMENSIONAL ETF TRUST US REAL ESTA ETF 25434V823 626,349 23,943 SH SOLE 18,254 0 5,689
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 15,125,932 183,701 SH SOLE 135,429 0 48,272
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V815 6,045,518 155,852 SH SOLE 103,345 0 52,507
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 9,956,577 142,440 SH SOLE 119,120 0 23,320
DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 9,107,197 110,004 SH SOLE 82,376 0 27,628
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 9,100,261 247,021 SH SOLE 181,955 0 65,066
ELI LILLY & CO COM 532457108 1,689,997 1,409 SH SOLE 1,385 0 24
EQUINIX INC COM 29444U700 968,381 929 SH SOLE 929 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 248,964 3,665 SH SOLE 3,665 0 0
ESSEX PPTY TR INC COM 297178105 201,781 692 SH SOLE 692 0 0
EXTRA SPACE STORAGE INC COM 30225T102 326,780 2,249 SH SOLE 2,249 0 0
EXXON MOBIL CORP COM 30231G102 772,605 5,651 SH SOLE 5,078 0 573
FLEX LTD ORD Y2573F102 286,216 1,766 SH SOLE 0 0 1,766
GE AEROSPACE COM NEW 369604301 673,836 1,803 SH SOLE 1,695 0 108
GE VERNOVA INC COM 36828A101 269,043 229 SH SOLE 203 0 26
HARTFORD INSURANCE GROUP INC COM 416515104 321,096 2,423 SH SOLE 2,423 0 0
HOME DEPOT INC COM 437076102 1,472,792 4,176 SH SOLE 4,111 0 65
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 870,400 10,000 SH SOLE 0 0 10,000
INTERNATIONAL BUSINESS MACHS COM 459200101 544,704 1,937 SH SOLE 1,096 0 841
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,025,996 9,522 SH SOLE 9,522 0 0
IRON MTN INC DEL COM 46284V101 417,329 3,304 SH SOLE 3,103 0 201
ISHARES GOLD TR ISHARES NEW 464285204 6,751,723 89,415 SH SOLE 72,231 0 17,184
ISHARES TR 1 3 YR TREAS BD 464287457 2,716,547 33,084 SH SOLE 24,770 0 8,314
ISHARES TR CORE S&P SCP ETF 464287804 791,531 5,337 SH SOLE 4,852 0 485
ISHARES TR CORE S&P500 ETF 464287200 746,438 997 SH SOLE 299 0 698
ISHARES TR CORE US AGGBD ET 464287226 1,914,274 19,340 SH SOLE 15,846 0 3,494
ISHARES TR MSCI EAFE ETF 464287465 379,682 3,655 SH SOLE 2,564 0 1,091
ISHARES TR MSCI EMG MKT ETF 464287234 652,769 9,542 SH SOLE 7,386 0 2,156
ISHARES TR RUS 1000 GRW ETF 464287614 1,683,373 13,557 SH SOLE 11,865 0 1,692
ISHARES TR RUS 1000 VAL ETF 464287598 988,145 4,076 SH SOLE 2,530 0 1,546
ISHARES TR RUSSELL 2000 ETF 464287655 744,215 2,477 SH SOLE 2,477 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 2,210,383 16,072 SH SOLE 12,028 0 4,044
ISHARES TR S&P 500 VAL ETF 464287408 378,282 1,666 SH SOLE 1,306 0 360
ISHARES TR SELECT US REIT 464287564 431,750 6,384 SH SOLE 6,384 0 0
ISHARES TR SP SMCP600VL ETF 464287879 1,687,315 12,345 SH SOLE 8,472 0 3,873
ISHARES TR TIPS BD ETF 464287176 1,362,898 12,455 SH SOLE 8,956 0 3,499
ISHARES TR TRUST ISHARE 0-1 464288679 4,340,728 39,336 SH SOLE 31,459 0 7,877
JOHNSON & JOHNSON COM 478160104 3,577,089 14,085 SH SOLE 12,766 0 1,319
JOHNSON CONTROLS INTERNATION SHS G51502105 457,325 3,130 SH SOLE 3,130 0 0
JPMORGAN CHASE & CO COM 46625H100 753,514 2,302 SH SOLE 2,302 0 0
MEDTRONIC PLC SHS G5960L103 224,364 2,868 SH SOLE 2,868 0 0
MERCK & CO INC COM 58933Y105 9,277,877 72,201 SH SOLE 68,340 0 3,861
MICROSOFT CORP COM 594918104 326,766 876 SH SOLE 805 0 71
NEXTERA ENERGY INC COM 65339F101 665,824 7,586 SH SOLE 7,586 0 0
NIKE INC CL B 654106103 1,969,990 47,990 SH SOLE 45,907 0 2,083
PEPSICO INC COM 713448108 534,966 3,951 SH SOLE 3,900 0 51
PROCTER & GAMBLE CO COM 742718109 1,069,006 7,290 SH SOLE 7,062 0 228
PROLOGIS INC. COM 74340W103 957,773 7,070 SH SOLE 7,070 0 0
PUBLIC STORAGE COM 74460D109 517,573 1,626 SH SOLE 1,626 0 0
REALTY INCOME CORP COM 756109104 466,311 7,526 SH SOLE 7,526 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 202,224 1,146 SH SOLE 1,146 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,068,145 29,458 SH SOLE 29,378 0 80
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,110,073 40,075 SH SOLE 40,033 0 42
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4,465,587 184,987 SH SOLE 184,987 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2,979,604 102,887 SH SOLE 102,663 0 224
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 545,230 15,663 SH SOLE 15,663 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2,505,229 85,125 SH SOLE 83,178 0 1,947
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2,725,220 75,428 SH SOLE 65,100 0 10,328
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 352,081 1,848 SH SOLE 1,848 0 0
SIMON PPTY GROUP INC NEW COM 828806109 594,015 2,656 SH SOLE 2,656 0 0
SPDR INDEX SHS FDS ST PORT MARK ETF 78463X509 984,833 19,020 SH SOLE 14,495 0 4,525
SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 3,637,294 72,183 SH SOLE 68,480 0 3,703
SPDR SERIES TRUST ST STR P500ETF 78464A854 2,812,160 32,000 SH SOLE 27,010 0 4,990
SPDR SERIES TRUST ST STR P500VAL 78464A508 3,540,230 58,237 SH SOLE 54,923 0 3,314
SPDR SERIES TRUST ST STR SP600 SML 78468R853 482,929 8,374 SH SOLE 5,905 0 2,469
SPDR SERIES TRUST ST STR SP600SM C 78464A300 1,471,458 13,486 SH SOLE 13,486 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 586,230 785 SH SOLE 240 0 545
TE CONNECTIVITY PLC ORD SHS G87052109 226,610 1,124 SH SOLE 1,124 0 0
THE CIGNA GROUP COM 125523100 560,458 2,033 SH SOLE 2,033 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,743,984 4,196 SH SOLE 4,030 0 166
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,591,443 33,262 SH SOLE 23,279 0 9,983
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,247,310 16,991 SH SOLE 14,277 0 2,714
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 345,397 7,132 SH SOLE 4,911 0 2,221
VANGUARD INDEX FDS GROWTH ETF 922908736 38,902,936 451,625 SH SOLE 377,586 0 74,039
VANGUARD INDEX FDS LARGE CAP ETF 922908637 2,048,028 5,955 SH SOLE 2,685 0 3,270
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6,902,479 71,580 SH SOLE 57,470 0 14,110
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,971,248 8,694 SH SOLE 7,770 0 924
VANGUARD INDEX FDS SM CP VAL ETF 922908611 7,380,690 30,374 SH SOLE 21,194 0 9,180
VANGUARD INDEX FDS SMALL CP ETF 922908751 6,717,960 22,163 SH SOLE 16,646 0 5,517
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,446,861 6,612 SH SOLE 4,657 0 1,955
VANGUARD INDEX FDS VALUE ETF 922908744 13,075,779 60,000 SH SOLE 49,363 0 10,637
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3,925,876 65,771 SH SOLE 44,737 0 21,034
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 267,881 1,707 SH SOLE 1,029 0 678
VANGUARD MALVERN FDS SHOR DURA BD ETF 922020730 909,425 11,913 SH SOLE 9,449 0 2,464
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 942,704 18,768 SH SOLE 9,702 0 9,066
VANGUARD MUN BD FDS SHORT TAX EXEMPT 922907696 9,862,971 128,709 SH SOLE 105,631 0 23,078
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4,157,373 82,194 SH SOLE 60,252 0 21,942
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3,205,752 38,787 SH SOLE 26,029 0 12,758
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2,677,724 46,009 SH SOLE 28,059 0 17,950
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 271,073 3,430 SH SOLE 2,320 0 1,110
VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 231,221 3,011 SH SOLE 988 0 2,023
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 254,041 3,707 SH SOLE 1,735 0 1,972
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1,436,173 4,240 SH SOLE 3,061 0 1,179
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 337,657 1,427 SH SOLE 1,380 0 47
VANGUARD STAR FDS VG TL INTL STK F 921909768 297,164 3,476 SH SOLE 2,161 0 1,315
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8,825,132 123,861 SH SOLE 101,237 0 22,624
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 20,317,286 206,897 SH SOLE 206,897 0 0
VANGUARD WORLD FD ESG US CORP BD 921910691 421,622 6,718 SH SOLE 6,718 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 811,780 6,792 SH SOLE 4,352 0 2,440
VANGUARD WORLD FD UTILITIES ETF 92204A876 10,793,981 55,147 SH SOLE 54,062 0 1,085
VERIZON COMMUNICATIONS INC COM 92343V104 8,704,939 205,596 SH SOLE 191,912 0 13,684
VICI PPTYS INC COM 925652109 294,493 11,092 SH SOLE 11,092 0 0
WORLD GOLD TR SPDR GLD MINIS 98149E303 39,044,858 491,625 SH SOLE 424,392 0 67,233