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
3M CO COM 88579Y101 469,633 2,861 SH SOLE 0 0 2,861
ABBOTT LABORATORIES COM 002824100 5,089,826 51,501 SH SOLE 0 0 51,501
ABBVIE INC COM 00287Y109 11,411,556 43,624 SH SOLE 0 0 43,624
ALPHABET INC CAP STK CL A 02079K305 1,036,713 3,013 SH SOLE 0 0 3,013
ALPHABET INC CAP STK CL C 02079K107 965,316 2,833 SH SOLE 0 0 2,833
ALTRIA GROUP INC COM 02209S103 277,386 4,119 SH SOLE 0 0 4,119
AMAZON COM INC COM 023135106 2,803,934 11,254 SH SOLE 0 0 11,254
AMERICAN CENTY ETF TR AVA MID EQU ETF 025072125 19,072,348 250,195 SH SOLE 0 0 250,195
AMERICAN CENTY ETF TR AVA RES MAR ETF 025072315 588,625 7,441 SH SOLE 0 0 7,441
AMERICAN CENTY ETF TR AVAN RE INTL ETF 025072299 537,304 6,745 SH SOLE 0 0 6,745
AMERICAN CENTY ETF TR AVAN TOTA EQ ETF 02507A606 21,652,302 395,590 SH SOLE 0 0 395,590
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 46,872,107 498,533 SH SOLE 0 0 498,533
AMERICAN CENTY ETF TR INTL EQT ETF 025072703 26,534,144 294,464 SH SOLE 0 0 294,464
AMERICAN CENTY ETF TR US SML CP VALU 025072877 26,178,442 222,284 SH SOLE 0 0 222,284
APPLE INC COM 037833100 7,818,230 23,477 SH SOLE 0 0 23,477
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,735,025 5 SH SOLE 0 0 5
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 930,669 1,869 SH SOLE 0 0 1,869
BOEING CO COM 097023105 2,239,856 12,039 SH SOLE 0 0 12,039
BROADCOM INC COM 11135F101 7,548,478 21,494 SH SOLE 0 0 21,494
CATERPILLAR INC COM 149123101 1,445,639 1,783 SH SOLE 0 0 1,783
CISCO SYS INC COM 17275R102 368,202 3,421 SH SOLE 0 0 3,421
CITIGROUP INC COM NEW 172967424 486,649 3,758 SH SOLE 0 0 3,758
COCA COLA CO COM 191216100 726,410 8,439 SH SOLE 0 0 8,439
COSTCO WHOLESALE CORPORATION COM 22160K105 701,872 771 SH SOLE 0 0 771
CROWN HLDGS INC COM 228368106 221,361 2,100 SH SOLE 0 0 2,100
DEERE & CO COM 244199105 4,343,630 6,468 SH SOLE 0 0 6,468
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 2,302,462 41,863 SH SOLE 0 0 41,863
ELI LILLY & CO COM 532457108 639,865 553 SH SOLE 0 0 553
EMERSON ELEC CO COM 291011104 456,459 2,943 SH SOLE 0 0 2,943
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 963,296 5,919 SH SOLE 0 0 5,919
GILEAD SCIENCES INC COM 375558103 418,532 2,808 SH SOLE 0 0 2,808
HERSHEY CO COM 427866108 517,491 3,283 SH SOLE 0 0 3,283
INGREDION INC COM 457187102 252,938 2,640 SH SOLE 0 0 2,640
INTERNATIONAL PAPER CO COM 460146103 335,946 10,128 SH SOLE 0 0 10,128
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 576,980 12,188 SH SOLE 0 0 12,188
ISHARES GOLD TR ISHARES NEW 464285204 1,339,259 17,148 SH SOLE 0 0 17,148
ISHARES INC CORE MSCI EMKT 46434G103 12,963,201 159,724 SH SOLE 0 0 159,724
ISHARES TR CORE 80 20 ETF 464289859 515,219 5,297 SH SOLE 0 0 5,297
ISHARES TR CORE INTL AGGR 46435G672 563,293 11,449 SH SOLE 0 0 11,449
ISHARES TR CORE MSCI EAFE 46432F842 27,558,258 284,458 SH SOLE 0 0 284,458
ISHARES TR CORE S&P MCP ETF 464287507 53,177,144 739,085 SH SOLE 0 0 739,085
ISHARES TR CORE S&P SCP ETF 464287804 10,621,315 78,075 SH SOLE 0 0 78,075
ISHARES TR CORE S&P TTL STK 464287150 774,281 4,656 SH SOLE 0 0 4,656
ISHARES TR CORE S&P500 ETF 464287200 236,947,629 309,392 SH SOLE 0 0 309,392
ISHARES TR CORE UNIVRSL USD 46434V613 430,677 9,768 SH SOLE 0 0 9,768
ISHARES TR ESG ADVAN ETF 46436E619 763,545 18,368 SH SOLE 0 0 18,368
ISHARES TR ESG AWR MSCI USA 46435G425 632,655 3,793 SH SOLE 0 0 3,793
ISHARES TR ESG AWR US AGRGT 46435U549 1,028,352 22,726 SH SOLE 0 0 22,726
ISHARES TR ESG SELE SCR ETF 46436E544 483,405 10,013 SH SOLE 0 0 10,013
ISHARES TR ESG SELECT SCRE 46436E551 565,523 11,593 SH SOLE 0 0 11,593
ISHARES TR ESG SELECT SCRE 46436E569 1,600,282 27,449 SH SOLE 0 0 27,449
ISHARES TR MSCI EAFE ETF 464287465 4,818,171 46,378 SH SOLE 0 0 46,378
ISHARES TR MSCI USA QLT FCT 46432F339 1,295,895 5,831 SH SOLE 0 0 5,831
ISHARES TR RUS 1000 GRW ETF 464287614 2,542,485 20,298 SH SOLE 0 0 20,298
ISHARES TR RUSSELL 2000 ETF 464287655 23,776,378 85,560 SH SOLE 0 0 85,560
ISHARES TR S&P 500 GRWT ETF 464287309 1,184,061 8,323 SH SOLE 0 0 8,323
ISHARES TR S&P 500 VAL ETF 464287408 1,093,004 4,788 SH SOLE 0 0 4,788
ISHARES TR U.S. TECH ETF 464287721 357,085 1,348 SH SOLE 0 0 1,348
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 28,218,970 630,169 SH SOLE 0 0 630,169
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 1,035,761 20,563 SH SOLE 0 0 20,563
JOHNSON & JOHNSON COM 478160104 1,901,591 7,183 SH SOLE 0 0 7,183
JPMORGAN CHASE & CO COM 46625H100 520,396 1,573 SH SOLE 0 0 1,573
LOWES COS INC COM 548661107 533,151 2,893 SH SOLE 0 0 2,893
MARTIN MARIETTA MATLS INC COM 573284106 528,751 1,102 SH SOLE 0 0 1,102
MASTERCARD INCORPORATED CL A 57636Q104 762,132 1,382 SH SOLE 0 0 1,382
MERCK & CO INC COM 58933Y105 332,051 2,285 SH SOLE 0 0 2,285
META PLATFORMS INC CL A 30303M102 359,689 496 SH SOLE 0 0 496
MICROSOFT CORP COM 594918104 3,216,380 6,271 SH SOLE 0 0 6,271
MSA SAFETY INC COM 553498106 579,711 3,259 SH SOLE 0 0 3,259
NVIDIA CORPORATION COM 67066G104 359,716 1,575 SH SOLE 0 0 1,575
PATRIOT NATL BANCORP INC COM NEW 70336F203 18,400 20,000 SH SOLE 0 0 20,000
PEPSICO INC COM 713448108 561,116 4,428 SH SOLE 0 0 4,428
PFIZER INC COM 717081103 781,166 27,390 SH SOLE 0 0 27,390
PHILLIPS 66 COM 718546104 450,112 1,763 SH SOLE 0 0 1,763
PIPER SANDLER COMPANIES COM NEW 724078209 350,697 5,316 SH SOLE 0 0 5,316
PPG INDS INC COM 693506107 2,213,043 21,212 SH SOLE 0 0 21,212
PROCTER & GAMBLE CO COM 742718109 286,574 1,973 SH SOLE 0 0 1,973
REALTY INCOME CORP COM 756109104 428,435 7,890 SH SOLE 0 0 7,890
SOUTHWEST AIRLS CO COM 844741108 656,788 15,773 SH SOLE 0 0 15,773
SPDR GOLD TR GOLD SHS 78463V107 987,137 2,592 SH SOLE 0 0 2,592
SPDR SERIES TRUST ST STR P500ETF 78464A854 655,588 7,304 SH SOLE 0 0 7,304
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 411,141 539 SH SOLE 0 0 539
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 342,803 522 SH SOLE 0 0 522
TESLA INC COM 88160R101 222,111 626 SH SOLE 0 0 626
US BANCORP COM NEW 902973304 2,825,216 48,913 SH SOLE 0 0 48,913
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605 11,533,367 122,331 SH SOLE 0 0 122,331
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 388,569 4,312 SH SOLE 0 0 4,312
VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 13,505,882 38,385 SH SOLE 0 0 38,385
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 15,729,000 200,574 SH SOLE 0 0 200,574
VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 1,626,326 5,717 SH SOLE 0 0 5,717
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 1,754,063 4,687 SH SOLE 0 0 4,687
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 315,944 1,462 SH SOLE 0 0 1,462
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 848,994 1,211 SH SOLE 0 0 1,211
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 12,244,140 206,443 SH SOLE 0 0 206,443
VANGUARD MUN BD FDS INTERMEDIATE TRM 922907738 4,165,909 43,693 SH SOLE 0 0 43,693
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,526,774 6,544 SH SOLE 0 0 6,544
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 10,968,994 155,346 SH SOLE 0 0 155,346
WEC ENERGY GROUP INC COM 92939U106 219,902 2,182 SH SOLE 0 0 2,182
WELLS FARGO & CO COM 949746101 601,095 7,509 SH SOLE 0 0 7,509
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 453,945 1,216 SH SOLE 0 0 1,216