Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VNQ	VANGUARD INDEX FDS	512,388	$45.64M	16.1%	$111.20	—	REAL ESTATE ETF	922908553
DFAC	DIMENSIONAL ETF TRUST	1,011,762	$35M	12.3%	$26.37	—	US CORE EQUITY 2	25434V708
VTEB	VANGUARD MUN BD FDS	654,869	$32.83M	11.6%	$53.51	—	TAX EXEMPT BD	922907746
SCHO	SCHWAB STRATEGIC TR	1,151,364	$27.7M	9.7%	$36.60	—	SHT TM US TRES	808524862
AVUS	AMERICAN CENTURY ETF TR	197,041	$19.1M	6.7%	$65.69	—	US EQT ETF	025072885
SCHB	SCHWAB STRATEGIC TR	539,226	$12.24M	4.3%	$40.31	—	US BRD MKT ETF	808524102
AVDE	AMERICAN CENTURY ETF TR	195,147	$11.98M	4.2%	$56.76	—	INTL EQT ETF	025072703
DFIC	DIMENSIONAL ETF TRUST	432,745	$11.18M	3.9%	$21.29	—	INTL CORE EQUITY	25434V799
DFAT	DIMENSIONAL ETF TRUST	134,416	$7.482M	2.6%	$41.78	—	US TARGETED VLU	25434V609
AVEM	AMERICAN CENTURY ETF TR	125,729	$7.392M	2.6%	$54.77	—	AVANTIS EMGMKT	025072604
MUB	iSHARES TR	54,025	$5.756M	2.0%	$109.03	—	NATIONAL MUN ETF	464288414
AVUV	AMERICAN CENTURY ETF TR	55,294	$5.337M	1.9%	$78.62	—	US SML CP VALU	025072877
DFSD	DIMENSIONAL ETF TRUST	113,449	$5.318M	1.9%	$47.02	—	SHORT DURATION	25434V864
SCHH	SCHWAB STRATEGIC TR	220,079	$4.635M	1.6%	$23.04	—	US REIT ETF	808524847
DFEM	DIMENSIONAL ETF TRUST	157,651	$4.129M	1.5%	$23.09	—	EMERGING MKTS CO	25434V732
VTIP	VANGUARD MALVERN FDS	81,337	$3.938M	1.4%	$49.45	—	STRM INFPROIDX	922020805
AVSC	AMERICAN CENTURY ETF TR	62,500	$3.397M	1.2%	$51.06	—	AVANTIS US SMALL	025072323
STIP	iSHARES TR	31,447	$3.164M	1.1%	$99.96	—	0-5 YR TIPS ETF	46429B747
SCHR	SCHWAB STRATEGIC TR	126,302	$3.068M	1.1%	$39.77	—	INT-TRM US TRES	808524854
VTES	VANGUARD WELLINGTON FD	25,091	$2.515M	0.9%	$100.25	—	SHORT TRM TAX EX	921935870
VOO	VANGUARD INDEX FDS	3,626	$1.954M	0.7%	$423.73	—	S&P 500 ETF SHS	922908363
SCHP	SCHWAB STRATEGIC TR	74,463	$1.923M	0.7%	$44.81	—	US TIPS ETF	808524870
EMXC	iSHARES INC	33,000	$1.83M	0.6%	$55.41	—	MSCI EMRG CHN	46434G764
SCHF	SCHWAB STRATEGIC TR	90,200	$1.669M	0.6%	$27.48	—	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	54,510	$1.452M	0.5%	$28.09	—	EMRG MKTEQ ETF	808524706
NOW	SERVICENOW INC	1,354	$1.435M	0.5%	$131.29	+54.3%	COM	81762P102
BND	VANGUARD BD INDEX FDS	19,573	$1.407M	0.5%	$72.50	—	TOTAL BND MRKT	921937835
SCHA	SCHWAB STRATEGIC TR	53,601	$1.386M	0.5%	$48.75	—	US SML CAP ETF	808524607
QQQ	INVESCO QQQ TR	2,597	$1.328M	0.5%	$396.92	—	UNIT SER 1	46090E103
AVDV	AMERICAN CENTURY ETF TR	18,938	$1.233M	0.4%	$63.68	—	INTL SMCP VLU	025072802
SPY	SPDR S&P 500 ETF TR	1,723	$1.01M	0.4%	$474.50	—	TR UNIT	78462F103
AAPL	APPLE INC	3,983	$997K	0.4%	$162.18	+44.6%	COM	037833100
SCHC	SCHWAB STRATEGIC TR	27,733	$952K	0.3%	$39.83	—	INTL SCEQT ETF	808524888
ESGV	VANGUARD WORLD FD	7,955	$834K	0.3%	$71.88	—	ESG US STK ETF	921910733
AVSU	AMERICAN CENTURY ETF TR	12,598	$833K	0.3%	$49.49	—	AVANTIS RESPONSIBLE U S EQUITY ETF	025072281
ACVA	ACV AUCTIONS INC	37,892	$818K	0.3%	$8.38	+141.3%	COM CL A	00091G104
VB	VANGUARD INDEX FDS	3,012	$724K	0.3%	$230.75	—	SMALL CP ETF	922908751
LOW	LOWES COS INC	2,911	$718K	0.3%	$219.81	+19.0%	COM	548661107
MSFT	MICROSOFT CORP	1,393	$587K	0.2%	$419.45	+0.7%	COM	594918104
DHS	WISDOMTREE TR	6,062	$566K	0.2%	$82.54	—	US HiGH DIVIDEND	97717W208
LLY	ELI LILLY & CO	718	$554K	0.2%	$790.93	+3.8%	COM	532457108
BHRB	BURKE HERBERT FINANCIAL SERVICES CORP	8,868	$553K	0.2%	$69.98	-10.9%	COM	12135Y108
VV	VANGUARD INDEX FDS	1,892	$510K	0.2%	$219.39	—	LARGE CAP ETF	922908637
DFAI	DIMENSIONAL ETF TRUST	16,404	$479K	0.2%	$26.03	—	INTL CORE EQT MK	25434V203
R	RYDER SYS INC	3,027	$475K	0.2%	$83.86	+86.3%	COM	783549108
PG	PROCTER & GAMBLE CO	2,633	$441K	0.2%	$136.10	+21.8%	COM	742718109
VEU	VANGUARD INTL EQUITY INDEX FDS	7,587	$436K	0.2%	$51.87	—	ALLWRLD EX US	922042775
DFSI	DIMENSIONAL ETF TRUST	13,100	$430K	0.2%	$27.79	—	INTERNATIONAL	25434V690
DISV	DIMENSIONAL ETF TRUST	15,500	$412K	0.1%	$22.21	—	INTL SMALL CAP V	25434V781
DFSU	DIMENSIONAL ETF TRUST	10,800	$409K	0.1%	$24.93	—	US SUSTAINABILITY	25434V716
VSGX	VANGUARD WORLD FD	6,301	$357K	0.1%	$51.55	—	ESG INTL STK ETF	921910725
BRK/B	BERKSHIRE HATHAWAY INC	735	$333K	0.1%	$408.62	+13.0%	CL B	084670702
DVY	iSHARES TR	2,500	$328K	0.1%	$120.98	—	SELECT DIVID ETF	464287168
AVSD	AMERICAN CENTURY ETF TR	5,054	$281K	0.1%	$49.12	—	AVANTIS RESPONSIBLE INTL EQUITY ETF	025072299
DTH	WISDOMTREE TR	7,270	$275K	0.1%	$38.71	—	INTL HIGH DIV FD	97717W802
COF	CAPTIAL ONE FINL CORP	1,462	$261K	0.1%	$137.19	+24.4%	COM	14040H105
VBR	VANGUARD INDEX FDS	1,310	$260K	0.1%	$159.49	—	SM CAP VAL ETF	922908611
BAC	BANK OF AMERICA CORP	5,810	$255K	0.1%	$32.80	+30.6%	COM	060505104
PM	PHILIP MORRIS INTL INC	2,087	$251K	0.1%	$91.29	+32.1%	COM	718172109
MA	MASTERCARD INC	468	$246K	0.1%	$452.51	+13.7%	COM	57636Q104
VXF	VANGUARD INDEX FDS	1,295	$246K	0.1%	$174.55	—	EXTENDED MKT ETF	922908652
DFAE	DIMENSIONAL ETF TRUST	8,814	$224K	0.1%	$24.89	—	EMGR CRE EQT MKT	25434V302
PLD	PROLOGIS INC	2,100	$222K	0.1%	$131.96	-16.5%	COM	74340W103
MCD	MCDONALDS CORP	758	$220K	0.1%	$266.70	+8.8%	COM	580135101
DFSE	DIMENSIONAL ETF TRUST	6,300	$209K	0.1%	$32.20	—	EMERGING MARKETS	25434V682