Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VNQ	VANGUARD INDEX FDS	507,737	$49.46M	17.3%	$111.20	—	REAL ESTATE ETF	922908553
VTEB	VANGUARD MUN BD FDS	681,452	$34.84M	12.2%	$53.51	—	TAX EXEMPT BD	922907746
DFAC	DIMENSIONAL ETF TRUST	982,300	$33.68M	11.8%	$26.12	—	US CORE EQUITY 2	25434V708
SCHO	SCHWAB STRATEGIC TR	551,521	$27.01M	9.4%	$50.23	—	SHT TM US TRES	808524862
AVUS	AMERICAN CENTY ETF TR	196,813	$18.73M	6.5%	$65.69	—	US EQT ETF	025072885
AVDE	AMERICAN CENTY ETF TR	190,823	$12.79M	4.5%	$56.66	—	INTL EQT ETF	025072703
SCHB	SCHWAB STRATEGIC TR	181,532	$12.08M	4.2%	$75.00	—	US BRD MKT ETF	808524102
DFIC	DIMENSIONAL ETF TRUST	404,782	$11.39M	4.0%	$20.98	—	INTL CORE EQUITY	25434V799
AVEM	AMERICAN CENTY ETF TR	124,306	$8.03M	2.8%	$54.73	—	AVANTIS EMGMKT	025072604
DFAT	DIMENSIONAL ETF TRUST	134,365	$7.475M	2.6%	$41.78	—	US TARGETED VLU	25434V609
MUB	ISHARES TR	59,829	$6.499M	2.3%	$109.03	—	NATIONAL MUN ETF	464288414
AVUV	AMERICAN CENTY ETF TR	55,098	$5.287M	1.8%	$78.62	—	US SML CP VALU	025072877
SCHH	SCHWAB STRATEGIC TR	210,865	$4.886M	1.7%	$23.13	—	US REIT ETF	808524847
DFEM	DIMENSIONAL ETF TRUST	146,223	$4.116M	1.4%	$22.84	—	EMERGING MKTS CO	25434V732
DFSD	DIMENSIONAL ETF TRUST	83,265	$3.975M	1.4%	$47.07	—	SHORT DURATION F	25434V864
VTIP	VANGUARD MALVERN FDS	77,236	$3.808M	1.3%	$49.51	—	STRM INFPROIDX	922020805
AVSC	AMERICAN CENTY ETF TR	62,500	$3.376M	1.2%	$51.06	—	AVANTIS US SMALL	025072323
SCHR	SCHWAB STRATEGIC TR	64,671	$3.272M	1.1%	$54.51	—	INT-TRM U.S TRES	808524854
STIP	ISHARES TR	31,447	$3.186M	1.1%	$99.96	—	0-5 YR TIPS ETF	46429B747
SCHP	SCHWAB STRATEGIC TR	38,687	$2.075M	0.7%	$62.35	—	US TIPS ETF	808524870
EMXC	ISHARES INC	33,000	$2.017M	0.7%	$55.41	—	MSCI EMRG CHN	46434G764
VOO	VANGUARD INDEX FDS	3,664	$1.933M	0.7%	$423.73	—	S&P 500 ETF SHS	922908363
SCHF	SCHWAB STRATEGIC TR	44,851	$1.844M	0.6%	$36.55	—	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	54,038	$1.577M	0.6%	$28.09	—	EMRG MKTEQ ETF	808524706
SCHA	SCHWAB STRATEGIC TR	26,891	$1.385M	0.5%	$71.48	—	US SML CAP ETF	808524607
BND	VANGUARD BD INDEX FDS	17,633	$1.324M	0.5%	$72.56	—	TOTAL BND MRKT	921937835
AVDV	AMERICAN CENTY ETF TR	18,622	$1.316M	0.5%	$63.66	—	INTL SMCP VLU	025072802
NOW	SERVICENOW INC	1,441	$1.289M	0.4%	$131.29	+25.2%	COM	81762P102
QQQ	INVESCO QQQ TR	2,588	$1.263M	0.4%	$396.92	—	UNIT SER 1	46090E103
SCHC	SCHWAB STRATEGIC TR	26,441	$1.019M	0.4%	$40.09	—	INTL SCEQT ETF	808524888
AAPL	APPLE INC	4,265	$994K	0.3%	$162.18	+36.9%	COM	037833100
SPY	SPDR S&P 500 ETF TR	1,723	$989K	0.3%	$474.50	—	TR UNIT	78462F103
ACVA	ACV AUCTIONS INC	40,357	$820K	0.3%	$8.38	+119.9%	COM CL A	00091G104
LOW	LOWES COS INC	2,911	$788K	0.3%	$219.81	+7.4%	COM	548661107
AVSU	AMERICAN CENTY ETF TR	11,667	$762K	0.3%	$48.16	—	AVANTIS RESPON U	025072281
ESGV	VANGUARD WORLD FD	7,487	$761K	0.3%	$69.82	—	ESG US STK ETF	921910733
LLY	ELI LILLY & CO	718	$636K	0.2%	$790.93	+12.6%	COM	532457108
DHS	WISDOMTREE TR	6,062	$569K	0.2%	$82.54	—	US HIGH DIVIDEND	97717W208
BHRB	BURKE HERBERT FINL SVCS CORP	8,868	$541K	0.2%	$69.98	-17.3%	COM	12135Y108
VV	VANGUARD INDEX FDS	1,892	$498K	0.2%	$219.39	—	LARGE CAP ETF	922908637
VEU	VANGUARD INTL EQUITY INDEX F	7,587	$478K	0.2%	$51.87	—	ALLWRLD EX US	922042775
VB	VANGUARD INDEX FDS	2,012	$477K	0.2%	$226.01	—	SMALL CP ETF	922908751
DFSI	DIMENSIONAL ETF TRUST	13,100	$468K	0.2%	$27.79	—	INTERNATIONAL	25434V690
DFAI	DIMENSIONAL ETF TRUST	14,459	$460K	0.2%	$25.61	—	INTL CORE EQT MK	25434V203
PG	PROCTER AND GAMBLE CO	2,633	$456K	0.2%	$136.10	+20.7%	COM	742718109
DISV	DIMENSIONAL ETF TRUST	15,500	$450K	0.2%	$22.21	—	INTL SMALL CAP V	25434V781
R	RYDER SYS INC	3,027	$441K	0.2%	$83.86	+61.6%	COM	783549108
DFSU	DIMENSIONAL ETF TRUST	10,800	$402K	0.1%	$24.93	—	US SUSTAINABILTY	25434V716
VSGX	VANGUARD WORLD FD	5,811	$357K	0.1%	$51.12	—	ESG INTL STK ETF	921910725
MSFT	MICROSOFT CORP	793	$341K	0.1%	$417.26	+1.4%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	735	$338K	0.1%	$408.62	+8.2%	CL B NEW	084670702
DVY	ISHARES TR	2,500	$338K	0.1%	$120.98	—	SELECT DIVID ETF	464287168
DTH	WISDOMTREE TR	7,270	$301K	0.1%	$38.71	—	ITL HIGH DIV FD	97717W802
AVSD	AMERICAN CENTY ETF TR	4,596	$278K	0.1%	$48.47	—	AVANTIS RESPONSI	025072299
PLD	PROLOGIS INC.	2,100	$265K	0.1%	$131.96	-10.5%	COM	74340W103
VBR	VANGUARD INDEX FDS	1,310	$263K	0.1%	$159.49	—	SM CP VAL ETF	922908611
PM	PHILIP MORRIS INTL INC	2,087	$253K	0.1%	$91.29	+20.3%	COM	718172109
DFAE	DIMENSIONAL ETF TRUST	8,821	$242K	0.1%	$24.89	—	EMGR CRE EQT MNG	25434V302
VXF	VANGUARD INDEX FDS	1,295	$236K	0.1%	$174.55	—	EXTEND MKT ETF	922908652
MCD	MCDONALDS CORP	758	$231K	0.1%	$266.70	0.0%	COM	580135101
BAC	BANK AMERICA CORP	5,810	$231K	0.1%	$32.80	+18.2%	COM	060505104
MA	MASTERCARD INCORPORATED	465	$230K	0.1%	$452.51	+2.0%	CL A	57636Q104
DFSE	DIMENSIONAL ETF TRUST	6,300	$223K	0.1%	$32.20	—	EMERGING MARKETS	25434V682
COF	CAPITAL ONE FINL CORP	1,462	$219K	0.1%	$137.19	+2.0%	COM	14040H105
XOM	EXXON MOBIL CORP	1,707	$200K	0.1%	$110.03	0.0%	COM	30231G102