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
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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
APPLE INC COM 037833100 4,832,399 19,297 SH SOLE 0 0 19,297
BROOKFIELD CORP CL A LTD VT SH 11271J107 205,771 3,582 SH SOLE 0 0 3,582
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 15,843,900 458,049 SH SOLE 0 0 458,049
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 569,093 10,224 SH SOLE 0 0 10,224
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 10,335,037 305,861 SH SOLE 0 0 305,861
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 236,202 7,190 SH SOLE 0 0 7,190
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 1,402,740 37,012 SH SOLE 0 0 37,012
ELI LILLY & CO COM 532457108 946,255 1,226 SH SOLE 0 0 1,226
EXTRA SPACE STORAGE INC COM 30225T102 227,915 1,523 SH SOLE 0 0 1,523
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 254,843 3,351 SH SOLE 0 0 3,351
INTERNATIONAL BUSINESS MACHS COM 459200101 503,645 2,291 SH SOLE 0 0 2,291
ISHARES TR CORE S&P TTL STK 464287150 393,108 3,056 SH SOLE 0 0 3,056
ISHARES TR IBONDS 29 TRM TS 46436E825 593,839 27,845 SH SOLE 0 0 27,845
ISHARES TR IBONDS 26 TRM TS 46436E858 8,026,689 351,893 SH SOLE 0 0 351,893
ISHARES TR IBONDS 25 TRM TS 46436E866 8,214,018 352,231 SH SOLE 0 0 352,231
ISHARES TR IBONDS 27 TRM TS 46436E841 7,794,907 351,174 SH SOLE 0 0 351,174
ISHARES TR IBONDS 28 TRM TS 46436E833 6,958,295 317,678 SH SOLE 0 0 317,678
MEDTRONIC PLC SHS G5960L103 262,006 3,280 SH SOLE 0 0 3,280
MICROSOFT CORP COM 594918104 1,059,545 2,514 SH SOLE 0 0 2,514
NVIDIA CORPORATION COM 67066G104 338,417 2,520 SH SOLE 0 0 2,520
PNC FINL SVCS GROUP INC COM 693475105 428,862 2,224 SH SOLE 0 0 2,224
PROCTER AND GAMBLE CO COM 742718109 272,785 1,627 SH SOLE 0 0 1,627
SPDR S&P 500 ETF TR TR UNIT 78462F103 327,712 559 SH SOLE 0 0 559
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 876,921 1,628 SH SOLE 0 0 1,628
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,212,239 7,633 SH SOLE 0 0 7,633
VANGUARD INDEX FDS VALUE ETF 922908744 5,979,669 35,320 SH SOLE 0 0 35,320
VANGUARD INDEX FDS MID CAP ETF 922908629 347,040 1,314 SH SOLE 0 0 1,314
VANGUARD INDEX FDS SMALL CP ETF 922908751 6,267,220 26,083 SH SOLE 0 0 26,083
VANGUARD INDEX FDS GROWTH ETF 922908736 24,541,432 59,793 SH SOLE 0 0 59,793
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,941,968 134,922 SH SOLE 0 0 134,922
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 587,944 3,002 SH SOLE 0 0 3,002
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12,855,967 268,841 SH SOLE 0 0 268,841
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 376,982 2,955 SH SOLE 0 0 2,955
VANGUARD WORLD FD ESG US STK ETF 921910733 296,421 2,826 SH SOLE 0 0 2,826
VANGUARD WORLD FD ESG INTL STK ETF 921910725 206,128 3,635 SH SOLE 0 0 3,635
WP CAREY INC COM 92936U109 234,537 4,305 SH SOLE 0 0 4,305