Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AVUS	AMERICAN CENTY ETF TR	234,041	$21.62M	16.0%	$96.21	—	US EQT ETF	025072885
AVDE	AMERICAN CENTY ETF TR	281,321	$18.64M	13.8%	$61.73	—	INTL EQT ETF	025072703
IVV	ISHARES TR	28,417	$15.97M	11.8%	$587.66	—	CORE S&P500 ETF	464287200
DFAI	DIMENSIONAL ETF TRUST	379,989	$11.87M	8.8%	$29.20	—	INTL CORE EQT MK	25434V203
AVEM	AMERICAN CENTY ETF TR	124,259	$7.477M	5.5%	$58.93	—	AVANTIS EMGMKT	025072604
AVUV	AMERICAN CENTY ETF TR	83,331	$7.264M	5.4%	$96.21	—	US SML CP VALU	025072877
HELO	J P MORGAN EXCHANGE TRADED F	103,515	$6.178M	4.6%	$61.53	—	HEDGED EQUITY LA	46654Q724
DFAU	DIMENSIONAL ETF TRUST	151,650	$5.829M	4.3%	$40.44	—	US CORE EQT MKT	25434V104
DFUS	DIMENSIONAL ETF TRUST	82,019	$4.961M	3.7%	$63.75	—	US EQUITY MARKET	25434V401
AVDV	AMERICAN CENTY ETF TR	60,247	$4.202M	3.1%	$65.51	—	INTL SMCP VLU	025072802
BND	VANGUARD BD INDEX FDS	52,037	$3.822M	2.8%	$71.93	—	TOTAL BND MRKT	921937835
DFSV	DIMENSIONAL ETF TRUST	68,202	$1.92M	1.4%	$30.78	—	US SMALL CAP VAL	25434V815
VTEB	VANGUARD MUN BD FDS	37,424	$1.857M	1.4%	$50.00	—	TAX EXEMPT BD	922907746
MUB	ISHARES TR	17,406	$1.835M	1.4%	$106.55	—	NATIONAL MUN ETF	464288414
DFAE	DIMENSIONAL ETF TRUST	46,586	$1.206M	0.9%	$25.38	—	EMGR CRE EQT MNG	25434V302
VB	VANGUARD INDEX FDS	5,373	$1.191M	0.9%	$236.28	—	SMALL CP ETF	922908751
AAPL	APPLE INC	5,243	$1.165M	0.9%	$233.52	-1.2%	COM	037833100
VTV	VANGUARD INDEX FDS	6,275	$1.084M	0.8%	$169.30	—	VALUE ETF	922908744
VEU	VANGUARD INTL EQUITY INDEX F	15,203	$922K	0.7%	$58.40	—	ALLWRLD EX US	922042775
MCD	MCDONALDS CORP	2,919	$912K	0.7%	$290.22	+0.9%	COM	580135101
DFUV	DIMENSIONAL ETF TRUST	21,190	$873K	0.6%	$40.92	—	US MKTWIDE VALUE	25434V724
SMMU	PIMCO ETF TR	16,623	$831K	0.6%	$49.87	—	SHTRM MUN BD ACT	72201R874
DFNM	DIMENSIONAL ETF TRUST	17,239	$820K	0.6%	$47.76	—	NATL MUN BD ETF	25434V849
IWF	ISHARES TR	2,224	$803K	0.6%	$401.58	—	RUS 1000 GRW ETF	464287614
MSFT	MICROSOFT CORP	2,069	$777K	0.6%	$422.35	-4.1%	COM	594918104
SPY	SPDR S&P 500 ETF TR	1,323	$740K	0.5%	$586.18	—	TR UNIT	78462F103
DFAC	DIMENSIONAL ETF TRUST	19,574	$646K	0.5%	$34.53	—	US CORE EQUITY 2	25434V708
QQQ	INVESCO QQQ TR	1,327	$622K	0.5%	$501.95	—	UNIT SER 1	46090E103
AGG	ISHARES TR	5,799	$574K	0.4%	$96.99	—	CORE US AGGBD ET	464287226
AVSU	AMERICAN CENTY ETF TR	9,058	$565K	0.4%	$66.08	—	AVANTIS RESPON U	025072281
VEA	VANGUARD TAX-MANAGED FDS	10,946	$556K	0.4%	$47.89	—	VAN FTSE DEV MKT	921943858
DFAX	DIMENSIONAL ETF TRUST	20,985	$550K	0.4%	$24.86	—	WORLD EX US CORE	25434V880
IVW	ISHARES TR	5,176	$480K	0.4%	$101.53	—	S&P 500 GRWT ETF	464287309
DFIV	DIMENSIONAL ETF TRUST	12,180	$479K	0.4%	$35.48	—	INTERNATNAL VAL	25434V807
VTI	VANGUARD INDEX FDS	1,701	$468K	0.3%	$289.85	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	7,302	$453K	0.3%	$59.02	—	VG TL INTL STK F	921909768
VOO	VANGUARD INDEX FDS	871	$448K	0.3%	$536.67	—	S&P 500 ETF SHS	922908363
AVNM	AMERICAN CENTY ETF TR	7,364	$429K	0.3%	$55.63	—	AVANTIS ALL INT	025072174
ICF	ISHARES TR	6,507	$400K	0.3%	$60.41	—	COHEN STEER REIT	464287564
BRK/B	BERKSHIRE HATHAWAY INC DEL	683	$364K	0.3%	$461.73	+5.3%	CL B NEW	084670702
LLY	ELI LILLY & CO	435	$359K	0.3%	$821.14	+0.7%	COM	532457108
AVGE	AMERICAN CENTY ETF TR	4,948	$352K	0.3%	$72.37	—	AVANTIS ALL EQT	025072232
VNQ	VANGUARD INDEX FDS	3,770	$341K	0.3%	$89.07	—	REAL ESTATE ETF	922908553
PYLD	PIMCO ETF TR	12,178	$321K	0.2%	$26.03	—	MULTISECTOR BD	72201R585
AVSD	AMERICAN CENTY ETF TR	4,890	$293K	0.2%	$55.68	—	AVANTIS RESPONSI	025072299
VUG	VANGUARD INDEX FDS	783	$290K	0.2%	$410.44	—	GROWTH ETF	922908736
VTEI	VANGUARD MUN BD FDS	2,935	$290K	0.2%	$99.39	—	INTERMEDIATE TRM	922907738
AMZN	AMAZON COM INC	1,272	$242K	0.2%	$204.58	+6.1%	COM	023135106
FNDX	SCHWAB STRATEGIC TR	9,794	$231K	0.2%	$23.68	—	FUNDAMENTAL US L	808524771
IJT	ISHARES TR	1,750	$218K	0.2%	$135.37	—	S&P SML 600 GWT	464287887
DFAS	DIMENSIONAL ETF TRUST	3,643	$218K	0.2%	$65.08	—	US SMALL CAP ETF	25434V500
IVE	ISHARES TR	1,063	$203K	0.1%	$190.88	—	S&P 500 VAL ETF	464287408