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 | 469,641 | 1,795 | SH | SOLE | 0 | 0 | 1,795 | ||
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 575,189 | 4,884 | SH | SOLE | 0 | 0 | 4,884 | ||
| APPLE INC | COM | 037833100 | 2,048,477 | 6,151 | SH | SOLE | 0 | 0 | 6,151 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 6,541,569 | 13,137 | SH | SOLE | 0 | 0 | 13,137 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,494,010 | 2 | SH | SOLE | 0 | 0 | 2 | ||
| FRANKLIN STR PPTYS CORP | COM | 35471R106 | 1,081,391 | 2,869,173 | SH | SOLE | 0 | 0 | 2,869,173 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 13,703,670 | 82,413 | SH | SOLE | 0 | 0 | 82,413 | ||
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | 5,156,247 | 54,282 | SH | SOLE | 0 | 0 | 54,282 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 667,933 | 5,332 | SH | SOLE | 0 | 0 | 5,332 | ||
| ISHARES TR | ESG OPTIMIZED | 464288802 | 609,411 | 3,915 | SH | SOLE | 0 | 0 | 3,915 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 560,350 | 2,016 | SH | SOLE | 0 | 0 | 2,016 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 452,020 | 590 | SH | SOLE | 0 | 0 | 590 | ||
| ISHARES TR | MSCI ACWI EX US | 464288240 | 404,636 | 5,351 | SH | SOLE | 0 | 0 | 5,351 | ||
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | 350,351 | 14,341 | SH | SOLE | 0 | 0 | 14,341 | ||
| ISHARES TR | MSCI EAFE ETF | 464287465 | 278,009 | 2,676 | SH | SOLE | 0 | 0 | 2,676 | ||
| MICROSOFT CORP | COM | 594918104 | 756,750 | 1,475 | SH | SOLE | 0 | 0 | 1,475 | ||
| MOOG INC | CL A | 615394202 | 452,805 | 1,187 | SH | SOLE | 0 | 0 | 1,187 | ||
| ORACLE CORP | COM | 68389X105 | 219,680 | 1,600 | SH | SOLE | 0 | 0 | 1,600 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 250,928 | 1,315 | SH | SOLE | 0 | 0 | 1,315 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 249,446 | 1,717 | SH | SOLE | 0 | 0 | 1,717 | ||
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | 2,742,654 | 50,696 | SH | SOLE | 0 | 0 | 50,696 | ||
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | 629,800 | 5,117 | SH | SOLE | 0 | 0 | 5,117 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 4,135,958 | 5,423 | SH | SOLE | 0 | 0 | 5,423 | ||
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 606,005 | 7,932 | SH | SOLE | 0 | 0 | 7,932 | ||
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 369,522 | 5,268 | SH | SOLE | 0 | 0 | 5,268 | ||
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | 47,945,147 | 128,113 | SH | SOLE | 0 | 0 | 128,113 | ||
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | 3,745,227 | 16,211 | SH | SOLE | 0 | 0 | 16,211 | ||
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | 2,784,804 | 30,904 | SH | SOLE | 0 | 0 | 30,904 | ||
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | 2,146,271 | 9,933 | SH | SOLE | 0 | 0 | 9,933 | ||
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | 1,453,846 | 5,110 | SH | SOLE | 0 | 0 | 5,110 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,211,086 | 1,728 | SH | SOLE | 0 | 0 | 1,728 | ||
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | 922040852 | 2,285,146 | 30,219 | SH | SOLE | 0 | 0 | 30,219 | ||
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | 1,217,235 | 16,075 | SH | SOLE | 0 | 0 | 16,075 | ||
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 2,089,172 | 25,180 | SH | SOLE | 0 | 0 | 25,180 | ||
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | 1,211,770 | 16,460 | SH | SOLE | 0 | 0 | 16,460 | ||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 469,338 | 9,910 | SH | SOLE | 0 | 0 | 9,910 | ||
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 13,424,635 | 233,229 | SH | SOLE | 0 | 0 | 233,229 | ||
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,096,737 | 4,701 | SH | SOLE | 0 | 0 | 4,701 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 8,028,051 | 94,492 | SH | SOLE | 0 | 0 | 94,492 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 7,223,121 | 102,296 | SH | SOLE | 0 | 0 | 102,296 | ||
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 1,335,208 | 10,625 | SH | SOLE | 0 | 0 | 10,625 | ||
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 752,289 | 5,551 | SH | SOLE | 0 | 0 | 5,551 | ||
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 729,577 | 8,999 | SH | SOLE | 0 | 0 | 8,999 | ||