Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VNQ	VANGUARD INDEX FDS	536,901	$44.97M	16.7%	$111.20	—	REAL ESTATE ETF	922908553
VTEB	VANGUARD MUN BD FDS	681,740	$34.16M	12.7%	$53.51	—	TAX EXEMPT BD	922907746
DFAC	DIMENSIONAL ETF TRUST	954,883	$30.79M	11.4%	$25.89	—	US CORE EQUITY 2	25434V708
SCHO	SCHWAB STRATEGIC TR	550,408	$26.49M	9.8%	$50.23	—	SHT TM US TRES	808524862
AVUS	AMERICAN CENTY ETF TR	197,655	$17.83M	6.6%	$65.69	—	US EQT ETF	025072885
AVDE	AMERICAN CENTY ETF TR	187,187	$11.65M	4.3%	$56.46	—	INTL EQT ETF	025072703
SCHB	SCHWAB STRATEGIC TR	184,628	$11.61M	4.3%	$75.00	—	US BRD MKT ETF	808524102
DFIC	DIMENSIONAL ETF TRUST	391,861	$10.3M	3.8%	$20.74	—	INTL CORE EQUITY	25434V799
AVEM	AMERICAN CENTY ETF TR	124,118	$7.582M	2.8%	$54.73	—	AVANTIS EMGMKT	025072604
DFAT	DIMENSIONAL ETF TRUST	134,295	$6.966M	2.6%	$41.78	—	US TARGETED VLU	25434V609
MUB	ISHARES TR	60,627	$6.46M	2.4%	$109.03	—	NATIONAL MUN ETF	464288414
VTIP	VANGUARD MALVERN FDS	102,038	$4.953M	1.8%	$49.51	—	STRM INFPROIDX	922020805
AVUV	AMERICAN CENTY ETF TR	55,032	$4.938M	1.8%	$78.62	—	US SML CP VALU	025072877
SCHH	SCHWAB STRATEGIC TR	209,478	$4.183M	1.6%	$23.13	—	US REIT ETF	808524847
SCHR	SCHWAB STRATEGIC TR	79,590	$3.882M	1.4%	$54.51	—	INT-TRM U.S TRES	808524854
DFEM	DIMENSIONAL ETF TRUST	139,584	$3.731M	1.4%	$22.59	—	EMERGING MKTS CO	25434V732
AVSC	AMERICAN CENTY ETF TR	62,500	$3.119M	1.2%	$51.06	—	AVANTIS US SMALL	025072323
DFSD	DIMENSIONAL ETF TRUST	62,194	$2.923M	1.1%	$46.85	—	SHORT DURATION F	25434V864
SCHP	SCHWAB STRATEGIC TR	38,203	$1.987M	0.7%	$62.46	—	US TIPS ETF	808524870
VOO	VANGUARD INDEX FDS	3,944	$1.973M	0.7%	$423.73	—	S&P 500 ETF SHS	922908363
EMXC	ISHARES INC	33,000	$1.954M	0.7%	$55.41	—	MSCI EMRG CHN	46434G764
STIP	ISHARES TR	19,097	$1.9M	0.7%	$99.08	—	0-5 YR TIPS ETF	46429B747
SCHF	SCHWAB STRATEGIC TR	46,784	$1.797M	0.7%	$36.55	—	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	54,096	$1.437M	0.5%	$28.09	—	EMRG MKTEQ ETF	808524706
NOW	SERVICENOW INC	1,811	$1.425M	0.5%	$131.29	+11.8%	COM	81762P102
SCHA	SCHWAB STRATEGIC TR	26,654	$1.265M	0.5%	$71.48	—	US SML CAP ETF	808524607
QQQ	INVESCO QQQ TR	2,588	$1.24M	0.5%	$396.92	—	UNIT SER 1	46090E103
AVDV	AMERICAN CENTY ETF TR	18,622	$1.21M	0.4%	$63.66	—	INTL SMCP VLU	025072802
BND	VANGUARD BD INDEX FDS	14,695	$1.059M	0.4%	$72.05	—	TOTAL BND MRKT	921937835
SCHC	SCHWAB STRATEGIC TR	27,104	$964K	0.4%	$40.09	—	INTL SCEQT ETF	808524888
SPY	SPDR S&P 500 ETF TR	1,723	$938K	0.3%	$474.50	—	TR UNIT	78462F103
AAPL	APPLE INC	4,244	$894K	0.3%	$162.18	+14.1%	COM	037833100
ACVA	ACV AUCTIONS INC	41,583	$759K	0.3%	$8.38	+114.5%	COM CL A	00091G104
ESGV	VANGUARD WORLD FD	7,683	$742K	0.3%	$69.82	—	ESG US STK ETF	921910733
AVSU	AMERICAN CENTY ETF TR	11,974	$739K	0.3%	$48.16	—	AVANTIS RESPON U	025072281
LLY	ELI LILLY & CO	718	$650K	0.2%	$790.93	0.0%	COM	532457108
LOW	LOWES COS INC	2,911	$642K	0.2%	$219.81	+0.7%	COM	548661107
DHS	WISDOMTREE TR	6,062	$513K	0.2%	$82.54	—	US HIGH DIVIDEND	97717W208
BHRB	BURKE HERBERT FINL SVCS CORP	9,360	$477K	0.2%	$69.98	-31.9%	COM	12135Y108
VV	VANGUARD INDEX FDS	1,892	$472K	0.2%	$219.39	—	LARGE CAP ETF	922908637
VEU	VANGUARD INTL EQUITY INDEX F	7,587	$445K	0.2%	$51.87	—	ALLWRLD EX US	922042775
VB	VANGUARD INDEX FDS	2,012	$439K	0.2%	$226.01	—	SMALL CP ETF	922908751
PG	PROCTER AND GAMBLE CO	2,633	$434K	0.2%	$136.10	+15.5%	COM	742718109
DFSI	DIMENSIONAL ETF TRUST	13,100	$432K	0.2%	$27.79	—	INTERNATIONAL	25434V690
DISV	DIMENSIONAL ETF TRUST	15,500	$417K	0.2%	$22.21	—	INTL SMALL CAP V	25434V781
DFAI	DIMENSIONAL ETF TRUST	13,784	$409K	0.2%	$25.30	—	INTL CORE EQT MK	25434V203
DFSU	DIMENSIONAL ETF TRUST	10,800	$376K	0.1%	$24.93	—	US SUSTAINABILTY	25434V716
R	RYDER SYS INC	3,027	$375K	0.1%	$83.86	+44.0%	COM	783549108
MSFT	MICROSOFT CORP	792	$354K	0.1%	$417.26	0.0%	COM	594918104
RSP	INVESCO EXCHANGE TRADED FD T	1,915	$315K	0.1%	$164.28	—	S&P500 EQL WGT	46137V357
VSGX	VANGUARD WORLD FD	5,399	$309K	0.1%	$50.32	—	ESG INTL STK ETF	921910725
DVY	ISHARES TR	2,500	$302K	0.1%	$120.98	—	SELECT DIVID ETF	464287168
BRK/B	BERKSHIRE HATHAWAY INC DEL	735	$299K	0.1%	$408.62	0.0%	CL B NEW	084670702
AVSD	AMERICAN CENTY ETF TR	5,080	$282K	0.1%	$48.47	—	AVANTIS RESPONSI	025072299
DTH	WISDOMTREE TR	7,270	$279K	0.1%	$38.71	—	ITL HIGH DIV FD	97717W802
HON	HONEYWELL INTL INC	1,169	$250K	0.1%	$173.55	+5.9%	COM	438516106
VBR	VANGUARD INDEX FDS	1,307	$239K	0.1%	$159.49	—	SM CP VAL ETF	922908611
PLD	PROLOGIS INC.	2,100	$236K	0.1%	$131.96	-20.8%	COM	74340W103
BAC	BANK AMERICA CORP	5,810	$231K	0.1%	$32.80	+12.3%	COM	060505104
VXF	VANGUARD INDEX FDS	1,295	$219K	0.1%	$174.55	—	EXTEND MKT ETF	922908652
DFAE	DIMENSIONAL ETF TRUST	8,274	$214K	0.1%	$24.72	—	EMGR CRE EQT MNG	25434V302
PM	PHILIP MORRIS INTL INC	2,087	$211K	0.1%	$91.29	0.0%	COM	718172109
DFSE	DIMENSIONAL ETF TRUST	6,300	$211K	0.1%	$32.20	—	EMERGING MARKETS	25434V682
MA	MASTERCARD INCORPORATED	464	$205K	0.1%	$452.51	-0.2%	CL A	57636Q104
COF	CAPITAL ONE FINL CORP	1,462	$202K	0.1%	$137.19	0.0%	COM	14040H105
JBGS	JBG SMITH PPTYS	10,000	$152K	0.1%	$26.20	—	COM	46590V100