Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	760,857	$234M	23.8%	$200.26	—	TOTAL STK MKT	922908769
BND	VANGUARD BD INDEX FDS	1,588,404	$116M	11.8%	$74.01	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	1,076,225	$74.67M	7.6%	$56.28	—	VG TL INTL STK F	921909768
AVSF	AMERICAN CENTY ETF TR	1,502,977	$70.35M	7.2%	$45.87	—	AVANTIS SHFXDINC	025072687
AVIG	AMERICAN CENTY ETF TR	1,354,347	$55.93M	5.7%	$41.32	—	AVANTIS CORE FI	025072562
MGC	VANGUARD WORLD FD	208,041	$47.18M	4.8%	$133.45	—	MEGA CAP INDEX	921910873
VEU	VANGUARD INTL EQUITY INDEX F	653,201	$44.07M	4.5%	$57.95	—	ALLWRLD EX US	922042775
BIV	VANGUARD BD INDEX FDS	558,110	$42.82M	4.4%	$75.47	—	INTERMED TERM	921937819
DFIV	DIMENSIONAL ETF TRUST	854,083	$37.16M	3.8%	$33.52	—	INTERNATNAL VAL	25434V807
IVV	ISHARES TR	48,758	$30.57M	3.1%	$361.68	—	CORE S&P500 ETF	464287200
VBR	VANGUARD INDEX FDS	148,415	$29.86M	3.0%	$128.39	—	SM CP VAL ETF	922908611
AVLV	AMERICAN CENTY ETF TR	416,887	$28.92M	2.9%	$69.37	—	US LARGE CAP VLU	025072349
SCHD	SCHWAB STRATEGIC TR	1,016,613	$27.74M	2.8%	$41.79	—	US DIVIDEND EQ	808524797
VV	VANGUARD INDEX FDS	71,721	$20.65M	2.1%	$174.21	—	LARGE CAP ETF	922908637
IXUS	ISHARES TR	156,155	$12.14M	1.2%	$66.81	—	CORE MSCI TOTAL	46432F834
VTEB	VANGUARD MUN BD FDS	182,517	$8.934M	0.9%	$50.10	—	TAX EXEMPT BD	922907746
VO	VANGUARD INDEX FDS	29,947	$8.484M	0.9%	$203.13	—	MID CAP ETF	922908629
DVY	ISHARES TR	58,321	$7.935M	0.8%	$98.07	—	SELECT DIVID ETF	464287168
VCRM	VANGUARD MUN BD FDS	68,215	$5.004M	0.5%	$73.35	—	CORE TAX EXEMPT	922907712
DFNM	DIMENSIONAL ETF TRUST	94,002	$4.463M	0.5%	$47.72	—	NATL MUN BD ETF	25434V849
PM	PHILIP MORRIS INTL INC	24,367	$4.337M	0.4%	$64.87	+158.0%	COM	718172109
IJH	ISHARES TR	62,554	$3.982M	0.4%	$94.90	—	CORE S&P MCP ETF	464287507
SPY	SPDR S&P 500 ETF TR	5,116	$3.193M	0.3%	$454.09	—	TR UNIT	78462F103
MO	ALTRIA GROUP INC	53,468	$3.088M	0.3%	$27.75	+101.6%	COM	02209S103
AAPL	APPLE INC	14,528	$3.067M	0.3%	$108.56	+85.5%	COM	037833100
VOO	VANGUARD INDEX FDS	4,897	$2.809M	0.3%	$320.54	—	S&P 500 ETF SHS	922908363
VTHR	VANGUARD SCOTTSDALE FDS	8,358	$2.305M	0.2%	$187.06	—	VNG RUS3000IDX	92206C599
IWD	ISHARES TR	10,734	$2.107M	0.2%	$137.51	—	RUS 1000 VAL ETF	464287598
HCA	HCA HEALTHCARE INC	5,300	$2.006M	0.2%	$139.80	+156.5%	COM	40412C101
VT	VANGUARD INTL EQUITY INDEX F	14,736	$1.911M	0.2%	$109.60	—	TT WRLD ST ETF	922042742
IBM	INTERNATIONAL BUSINESS MACHS	6,483	$1.881M	0.2%	$186.46	+36.1%	COM	459200101
DFCF	DIMENSIONAL ETF TRUST	43,109	$1.816M	0.2%	$41.71	—	CORE FIXED INCOM	25434V872
VGSH	VANGUARD SCOTTSDALE FDS	30,682	$1.795M	0.2%	$58.15	—	SHORT TERM TREAS	92206C102
MSFT	MICROSOFT CORP	3,349	$1.686M	0.2%	$185.59	+133.0%	COM	594918104
VUSB	VANGUARD BD INDEX FDS	27,912	$1.388M	0.1%	$49.21	—	VANGUARD ULTRA	92203C303
GWW	GRAINGER W W INC	1,177	$1.23M	0.1%	$410.21	+151.9%	COM	384802104
BDN	BRANDYWINE RLTY TR	273,349	$1.134M	0.1%	$7.81	—	SH BEN INT NEW	105368203
DFUV	DIMENSIONAL ETF TRUST	26,314	$1.129M	0.1%	$32.96	—	US MKTWIDE VALUE	25434V724
D	DOMINION ENERGY INC	19,323	$1.104M	0.1%	$56.21	-5.4%	COM	25746U109
XOM	EXXON MOBIL CORP	9,550	$1.087M	0.1%	$67.23	+55.5%	COM	30231G102
FBTC	FIDELITY WISE ORIGIN BITCOIN	10,447	$1.02M	0.1%	$54.78	—	SHS	315948109
IWF	ISHARES TR	2,362	$1.013M	0.1%	$241.62	—	RUS 1000 GRW ETF	464287614
VB	VANGUARD INDEX FDS	4,098	$998K	0.1%	$153.01	—	SMALL CP ETF	922908751
DFAS	DIMENSIONAL ETF TRUST	14,020	$921K	0.1%	$51.03	—	US SMALL CAP ETF	25434V500
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,868	$895K	0.1%	$209.06	+142.9%	CL B NEW	084670702
QCOM	QUALCOMM INC	5,504	$877K	0.1%	$159.52	-9.1%	COM	747525103
AVIV	AMERICAN CENTY ETF TR	13,825	$871K	0.1%	$49.43	—	INTERNATIONAL LR	025072364
JPM	JPMORGAN CHASE & CO.	3,054	$865K	0.1%	$156.74	+61.2%	COM	46625H100
LOW	LOWES COS INC	3,476	$784K	0.1%	$115.83	+90.5%	COM	548661107
JNJ	JOHNSON & JOHNSON	4,168	$651K	0.1%	$125.49	+20.2%	COM	478160104
NDAQ	NASDAQ INC	7,150	$642K	0.1%	$50.41	+57.1%	COM	631103108
IBIT	ISHARES BITCOIN TRUST ETF	9,122	$580K	0.1%	$38.76	—	SHS BEN INT	46438F101
ELV	ELEVANCE HEALTH INC	1,667	$577K	0.1%	$286.49	+38.4%	COM	036752103
MCK	MCKESSON CORP	790	$575K	0.1%	$360.35	+95.3%	COM	58155Q103
QQQ	INVESCO QQQ TR	1,011	$562K	0.1%	$359.81	—	UNIT SER 1	46090E103
META	META PLATFORMS INC	766	$561K	0.1%	$398.77	+54.6%	CL A	30303M102
SO	SOUTHERN CO	5,950	$547K	0.1%	$50.94	+72.7%	COM	842587107
AMZN	AMAZON COM INC	2,407	$536K	0.1%	$153.12	+29.2%	COM	023135106
NSC	NORFOLK SOUTHN CORP	1,994	$519K	0.1%	$184.64	+26.2%	COM	655844108
COF	CAPITAL ONE FINL CORP	2,349	$512K	0.1%	$99.85	+85.3%	COM	14040H105
ABBV	ABBVIE INC	2,636	$502K	0.1%	$102.56	+78.1%	COM	00287Y109
BAC	BANK AMERICA CORP	10,595	$496K	0.1%	$24.23	+71.0%	COM	060505104
DFAX	DIMENSIONAL ETF TRUST	16,724	$495K	0.1%	$21.56	—	WORLD EX US CORE	25434V880
DISV	DIMENSIONAL ETF TRUST	14,632	$489K	0.0%	$25.28	—	INTL SMALL CAP V	25434V781
VUG	VANGUARD INDEX FDS	1,102	$488K	0.0%	$209.63	—	GROWTH ETF	922908736
GOOGL	ALPHABET INC	2,710	$479K	0.0%	$124.43	+31.2%	CAP STK CL A	02079K305
GE	GE AEROSPACE	1,826	$457K	0.0%	$81.88	+167.0%	COM NEW	369604301
TJX	TJX COS INC NEW	3,625	$455K	0.0%	$66.89	+88.2%	COM	872540109
KMX	CARMAX INC	6,461	$435K	0.0%	$92.13	-27.0%	COM	143130102
HD	HOME DEPOT INC	1,156	$429K	0.0%	$207.64	+71.4%	COM	437076102
PG	PROCTER AND GAMBLE CO	2,722	$429K	0.0%	$113.75	+41.3%	COM	742718109
VTV	VANGUARD INDEX FDS	2,390	$426K	0.0%	$163.22	—	VALUE ETF	922908744
NVDA	NVIDIA CORPORATION	2,586	$421K	0.0%	$134.96	-6.8%	COM	67066G104
VDE	VANGUARD WORLD FD	3,370	$416K	0.0%	$118.78	—	ENERGY ETF	92204A306
DUK	DUKE ENERGY CORP NEW	3,548	$416K	0.0%	$72.38	+59.5%	COM NEW	26441C204
DFUS	DIMENSIONAL ETF TRUST	5,431	$368K	0.0%	$43.27	—	US EQUITY MARKET	25434V401
CAT	CATERPILLAR INC	914	$368K	0.0%	$220.03	+50.4%	COM	149123101
VZ	VERIZON COMMUNICATIONS INC	8,327	$355K	0.0%	$40.50	+3.3%	COM	92343V104
DFSD	DIMENSIONAL ETF TRUST	7,329	$352K	0.0%	$46.84	—	SHORT DURATION F	25434V864
DFAT	DIMENSIONAL ETF TRUST	6,253	$352K	0.0%	$43.10	—	US TARGETED VLU	25434V609
VBK	VANGUARD INDEX FDS	1,217	$344K	0.0%	$236.31	—	SML CP GRW ETF	922908595
WTV	WISDOMTREE TR	3,918	$343K	0.0%	$77.00	—	WISDOMTREE US VA	97717W547
MDLZ	MONDELEZ INTL INC	4,895	$327K	0.0%	$57.20	+13.9%	CL A	609207105
AVXC	AMERICAN CENTY ETF TR	5,651	$322K	0.0%	$54.01	—	AVANTIS EMERGING	02507A101
AVGO	BROADCOM INC	1,137	$316K	0.0%	$215.92	0.0%	COM	11135F101
WMT	WALMART INC	3,264	$316K	0.0%	$88.32	+7.3%	COM	931142103
ILF	ISHARES TR	11,978	$311K	0.0%	$25.77	—	LATN AMER 40 ETF	464287390
COST	COSTCO WHSL CORP NEW	316	$311K	0.0%	$783.96	+26.4%	COM	22160K105
MCD	MCDONALDS CORP	1,040	$305K	0.0%	$186.90	+62.4%	COM	580135101
MRK	MERCK & CO INC	3,469	$290K	0.0%	$65.87	+17.5%	COM	58933Y105
INDA	ISHARES TR	5,199	$289K	0.0%	$58.17	—	MSCI INDIA ETF	46429B598
YUM	YUM BRANDS INC	1,907	$288K	0.0%	$144.17	0.0%	COM	988498101
KO	COCA COLA CO	3,993	$277K	0.0%	$43.78	+59.4%	COM	191216100
AVIE	AMERICAN CENTY ETF TR	4,447	$274K	0.0%	$56.95	—	AVANTIS INFLATIN	025072240
HON	HONEYWELL INTL INC	1,126	$269K	0.0%	$142.85	+39.8%	COM	438516106
GUNR	FLEXSHARES TR	6,453	$264K	0.0%	$42.52	—	MORNSTAR UPSTR	33939L407
UDR	UDR INC	6,372	$259K	0.0%	$36.57	+10.6%	COM	902653104
V	VISA INC	719	$257K	0.0%	$337.63	+2.8%	COM CL A	92826C839
CVX	CHEVRON CORP NEW	1,678	$257K	0.0%	$129.54	+5.8%	COM	166764100
MMS	MAXIMUS INC	3,387	$244K	0.0%	$70.89	-0.9%	COM	577933104
CMCSA	COMCAST CORP NEW	6,797	$242K	0.0%	$34.89	-2.8%	CL A	20030N101
PEP	PEPSICO INC	1,800	$242K	0.0%	$136.62	-4.1%	COM	713448108
GOOG	ALPHABET INC	1,353	$240K	0.0%	$133.58	+23.4%	CAP STK CL C	02079K107
GEV	GE VERNOVA INC	446	$239K	0.0%	$415.97	0.0%	COM	36828A101
PFE	PFIZER INC	9,292	$237K	0.0%	$24.77	-9.8%	COM	717081103
ABT	ABBOTT LABS	1,781	$237K	0.0%	$125.48	+4.1%	COM	002824100
AEP	AMERICAN ELEC PWR CO INC	2,144	$225K	0.0%	$98.44	+3.6%	COM	025537101
WFC	WELLS FARGO CO NEW	2,661	$218K	0.0%	$71.15	0.0%	COM	949746101
HIG	HARTFORD INSURANCE GROUP INC	1,764	$215K	0.0%	$112.93	+8.8%	COM	416515104
XBIL	RBB FD INC	4,100	$205K	0.0%	$50.14	—	US TRSRY 6 MNTH	74933W460
ADP	AUTOMATIC DATA PROCESSING IN	649	$200K	0.0%	$302.36	0.0%	COM	053015103