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 278,404 2,817 SH SOLE 2,817 0 0
ALPHABET INC CAP STK CL A 02079K305 493,433 1,434 SH SOLE 1,434 0 0
ALPHABET INC CAP STK CL C 02079K107 950,930 2,791 SH SOLE 2,791 0 0
AMAZON COM INC COM 023135106 1,018,027 4,086 SH SOLE 4,086 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 261,752 2,784 SH SOLE 2,784 0 0
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 53,954,415 493,275 SH SOLE 493,275 0 0
AMERICAN CENTY ETF TR US EQT ETF 025072885 232,227 1,813 SH SOLE 1,813 0 0
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 180,041,991 1,990,734 SH SOLE 1,990,734 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877 72,658,835 616,955 SH SOLE 616,955 0 0
APPLE INC COM 037833100 7,988,602 23,988 SH SOLE 23,988 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,160,107 4,338 SH SOLE 4,338 0 0
BNY MELLON STRATEGIC MUN BD COM 09662E109 150,725 28,930 SH SOLE 28,930 0 0
BNY MELLON STRATEGIC MUNS IN COM 05588W108 448,164 80,605 SH SOLE 80,605 0 0
BROADCOM INC COM 11135F101 410,895 1,170 SH SOLE 1,170 0 0
CHEVRON CORPORATION COM 166764100 304,273 1,490 SH SOLE 1,490 0 0
CONOCOPHILLIPS COM 20825C104 389,592 3,113 SH SOLE 3,113 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 2,107,611 2,315 SH SOLE 2,315 0 0
DELL TECHNOLOGIES INC CL C 24703L202 406,690 756 SH SOLE 756 0 0
DFA INVT DIMENSIONS GROUP IN U.S. HIGH RELATI 25239Y196 130,695,432 3,118,478 SH SOLE 3,118,478 0 0
DFA INVT DIMENSIONS GROUP IN U.S. SML CP VAL 25239Y170 1,117,992 29,837 SH SOLE 29,837 0 0
DIMENSIONAL ETF TRUST CORE FIXE IN ETF 25434V872 208,530,008 5,197,657 SH SOLE 5,197,657 0 0
DIMENSIONAL ETF TRUST EMER MARK SU ETF 25434V682 310,214 6,416 SH SOLE 6,416 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 49,005,093 1,246,632 SH SOLE 1,246,632 0 0
DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 25434V674 831,343 16,778 SH SOLE 16,778 0 0
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 891,204 19,730 SH SOLE 19,730 0 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 62,439,266 1,117,781 SH SOLE 1,117,781 0 0
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 283,467 7,537 SH SOLE 7,537 0 0
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 44,516,663 1,321,361 SH SOLE 1,321,361 0 0
DIMENSIONAL ETF TRUST US COR EQU 2 ETF 25434V708 490,861 11,043 SH SOLE 11,043 0 0
DIMENSIONAL ETF TRUST US LARG VALU ETF 25434V666 1,352,644 33,673 SH SOLE 33,673 0 0
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 27,260,541 495,646 SH SOLE 495,646 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1,957,952 25,290 SH SOLE 25,290 0 0
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 2,661,567 56,425 SH SOLE 56,425 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1,232,661 18,553 SH SOLE 18,553 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 740,838 4,552 SH SOLE 4,552 0 0
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 200,102 2,259 SH SOLE 2,259 0 0
INTEL CORP COM 458140100 206,074 1,714 SH SOLE 1,714 0 0
INTUIT COM 461202103 368,624 1,337 SH SOLE 1,337 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 559,116 1,375 SH SOLE 1,375 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 208,615 282 SH SOLE 282 0 0
ISHARES GOLD TR ISHARES NEW 464285204 576,222 7,378 SH SOLE 7,378 0 0
ISHARES TR CORE S&P MCP ETF 464287507 398,027 5,532 SH SOLE 5,532 0 0
ISHARES TR CORE S&P SCP ETF 464287804 954,185 7,014 SH SOLE 7,014 0 0
ISHARES TR CORE S&P500 ETF 464287200 5,281,685 6,897 SH SOLE 6,897 0 0
ISHARES TR EAFE SML CP ETF 464288273 1,138,910 13,491 SH SOLE 13,491 0 0
ISHARES TR EAFE VALUE ETF 464288877 2,352,753 29,729 SH SOLE 29,729 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 111,232,239 2,209,181 SH SOLE 2,209,181 0 0
ISHARES TR MSCI EAFE ETF 464287465 537,319 5,172 SH SOLE 5,172 0 0
ISHARES TR NATIONAL MUN ETF 464288414 3,593,600 35,545 SH SOLE 35,545 0 0
ISHARES TR NEW YORK MUN ETF 464288323 370,867 7,341 SH SOLE 7,341 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 303,889 704 SH SOLE 704 0 0
ISHARES TR S&P 500 VAL ETF 464287408 7,399,011 32,412 SH SOLE 32,412 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 345,191 3,302 SH SOLE 3,302 0 0
JOHNSON & JOHNSON COM 478160104 345,221 1,304 SH SOLE 1,304 0 0
MICROSOFT CORP COM 594918104 4,838,613 9,434 SH SOLE 9,434 0 0
NVIDIA CORPORATION COM 67066G104 388,803 1,702 SH SOLE 1,702 0 0
ORACLE CORP COM 68389X105 381,694 2,780 SH SOLE 2,780 0 0
PHILLIPS 66 COM 718546104 357,179 1,399 SH SOLE 1,399 0 0
REGENERON PHARMACEUTICALS COM 75886F107 288,901 381 SH SOLE 381 0 0
ROCKWELL AUTOMATION INC COM 773903109 217,665 500 SH SOLE 500 0 0
SPDR INDEX SHS FDS ST INTL CAP ETF 78463X871 478,758 10,506 SH SOLE 10,506 0 0
SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 1,280,958 25,512 SH SOLE 25,512 0 0
SPDR SERIES TRUST ST STR P500VAL 78464A508 1,077,539 17,627 SH SOLE 17,627 0 0
SPDR SERIES TRUST ST STR PR SP1500 78464A805 3,175,817 34,501 SH SOLE 34,501 0 0
SPDR SERIES TRUST ST STR SP600SM C 78464A300 439,858 4,306 SH SOLE 4,306 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,460,245 3,226 SH SOLE 3,226 0 0
TESLA INC COM 88160R101 1,221,256 3,442 SH SOLE 3,442 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 971,757 2,150 SH SOLE 2,150 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 67,687,434 885,961 SH SOLE 885,961 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,302,966 18,574 SH SOLE 18,574 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1,015,329 20,491 SH SOLE 20,491 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2,940,358 12,694 SH SOLE 12,694 0 0
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 989,318 10,979 SH SOLE 10,979 0 0
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 283,880 3,620 SH SOLE 3,620 0 0
VANGUARD INDEX FDS MRNGSTR SML CP V 922908611 214,858 930 SH SOLE 930 0 0
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 1,883,739 5,034 SH SOLE 5,034 0 0
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 200,090 926 SH SOLE 926 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 87,327,475 124,600 SH SOLE 124,600 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,588,025 26,775 SH SOLE 26,775 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 338,746 2,146 SH SOLE 2,146 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4,600,692 93,472 SH SOLE 93,472 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 27,332,427 577,121 SH SOLE 577,121 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 302,961 5,347 SH SOLE 5,347 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 886,234 11,317 SH SOLE 11,317 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 511,711 7,247 SH SOLE 7,247 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 223,441 1,778 SH SOLE 1,778 0 0
WEC ENERGY GROUP INC COM 92939U106 230,081 2,283 SH SOLE 2,283 0 0