The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   229,592 2,020 SH   SOLE   0 0 2,020
ALPHABET INC CAP STK CL C 02079K107   765,716 5,029 SH   SOLE   0 0 5,029
ALPHABET INC CAP STK CL A 02079K305   491,579 3,257 SH   SOLE   0 0 3,257
AMAZON COM INC COM 023135106   551,602 3,058 SH   SOLE   0 0 3,058
APPLE INC COM 037833100   4,934,162 28,774 SH   SOLE   0 0 28,774
ASML HOLDING N V N Y REGISTRY SHS N07059210   390,129 402 SH   SOLE   0 0 402
AXON ENTERPRISE INC COM 05464C101   247,175 790 SH   SOLE   0 0 790
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   16,090,357 38,263 SH   SOLE   0 0 38,263
BLUE OWL CAPITAL CORPORATION COM 69121K104   10,221,464 664,595 SH   SOLE   0 0 664,595
BOOKING HOLDINGS INC COM 09857L108   384,677 106 SH   SOLE   0 0 106
CATERPILLAR INC COM 149123101   622,931 1,700 SH   SOLE   0 0 1,700
CHEVRON CORP NEW COM 166764100   226,651 1,437 SH   SOLE   0 0 1,437
COCA COLA CO COM 191216100   235,526 3,850 SH   SOLE   0 0 3,850
CORNING INC COM 219350105   247,200 7,500 SH   SOLE   0 0 7,500
COSTCO WHSL CORP NEW COM 22160K105   742,828 1,014 SH   SOLE   0 0 1,014
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   21,689,784 590,198 SH   SOLE   0 0 590,198
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   6,121,222 98,191 SH   SOLE   0 0 98,191
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666   2,100,469 70,039 SH   SOLE   0 0 70,039
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   203,322 8,225 SH   SOLE   0 0 8,225
EMERSON ELEC CO COM 291011104   399,579 3,523 SH   SOLE   0 0 3,523
EXXON MOBIL CORP COM 30231G102   1,205,543 10,371 SH   SOLE   0 0 10,371
FISERV INC COM 337738108   3,096,672 19,376 SH   SOLE   0 0 19,376
GALLAGHER ARTHUR J & CO COM 363576109   250,040 1,000 SH   SOLE   0 0 1,000
GENERAL DYNAMICS CORP COM 369550108   338,988 1,200 SH   SOLE   0 0 1,200
GOLDMAN SACHS GROUP INC COM 38141G104   290,855 696 SH   SOLE   0 0 696
HOME DEPOT INC COM 437076102   907,627 2,366 SH   SOLE   0 0 2,366
HUMANA INC COM 444859102   346,720 1,000 SH   SOLE   0 0 1,000
HUNTINGTON BANCSHARES INC COM 446150104   613,947 44,011 SH   SOLE   0 0 44,011
ICON PLC SHS G4705A100   210,641 627 SH   SOLE   0 0 627
ILLINOIS TOOL WKS INC COM 452308109   487,287 1,816 SH   SOLE   0 0 1,816
INTEL CORP COM 458140100   329,711 7,465 SH   SOLE   0 0 7,465
ISHARES TR CORE S&P MCP ETF 464287507   6,729,141 110,786 SH   SOLE   0 0 110,786
ISHARES TR MSCI EAFE ETF 464287465   1,397,969 17,505 SH   SOLE   0 0 17,505
ISHARES TR CORE S&P TTL STK 464287150   731,371 6,343 SH   SOLE   0 0 6,343
ISHARES TR CORE S&P500 ETF 464287200   367,711 699 SH   SOLE   0 0 699
JOHNSON & JOHNSON COM 478160104   442,685 2,798 SH   SOLE   0 0 2,798
JPMORGAN CHASE & CO COM 46625H100   3,802,354 18,983 SH   SOLE   0 0 18,983
MASTERCARD INCORPORATED CL A 57636Q104   276,060 573 SH   SOLE   0 0 573
MERCADOLIBRE INC COM 58733R102   312,976 207 SH   SOLE   0 0 207
META PLATFORMS INC CL A 30303M102   551,651 1,136 SH   SOLE   0 0 1,136
MICROSOFT CORP COM 594918104   1,500,133 3,566 SH   SOLE   0 0 3,566
NEXTERA ENERGY INC COM 65339F101   207,835 3,252 SH   SOLE   0 0 3,252
NORFOLK SOUTHN CORP COM 655844108   281,610 1,105 SH   SOLE   0 0 1,105
NVIDIA CORPORATION COM 67066G104   1,790,056 1,981 SH   SOLE   0 0 1,981
OAKTREE SPECIALTY LENDING CO COM 67401P405   8,824,837 448,873 SH   SOLE   0 0 448,873
PALO ALTO NETWORKS INC COM 697435105   663,159 2,334 SH   SOLE   0 0 2,334
PEPSICO INC COM 713448108   467,277 2,670 SH   SOLE   0 0 2,670
PFIZER INC COM 717081103   285,021 10,271 SH   SOLE   0 0 10,271
PROCTER AND GAMBLE CO COM 742718109   523,003 3,223 SH   SOLE   0 0 3,223
RTX CORPORATION COM 75513E101   445,517 4,568 SH   SOLE   0 0 4,568
ROOT INC COM CL A 77664L108   617,397 10,108 SH   SOLE   0 0 10,108
SALESFORCE INC COM 79466L302   301,782 1,002 SH   SOLE   0 0 1,002
SCHWAB CHARLES CORP COM 808513105   228,777 3,163 SH   SOLE   0 0 3,163
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   9,958,071 123,503 SH   SOLE   0 0 123,503
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   6,918,126 177,297 SH   SOLE   0 0 177,297
SOUTHERN CO COM 842587107   311,814 4,346 SH   SOLE   0 0 4,346
SPDR S&P 500 ETF TR TR UNIT 78462F103   46,573,293 89,038 SH   SOLE   0 0 89,038
TOAST INC CL A 888787108   263,903 10,590 SH   SOLE   0 0 10,590
UNION PAC CORP COM 907818108   553,097 2,249 SH   SOLE   0 0 2,249
UNITED PARCEL SERVICE INC CL B 911312106   204,690 1,377 SH   SOLE   0 0 1,377
US BANCORP DEL COM NEW 902973304   297,247 6,650 SH   SOLE   0 0 6,650
VANGUARD INDEX FDS TOTAL STK MKT 922908769   14,785,048 56,887 SH   SOLE   0 0 56,887
VANGUARD INDEX FDS VALUE ETF 922908744   14,200,737 87,196 SH   SOLE   0 0 87,196
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   4,739,193 9,859 SH   SOLE   0 0 9,859
VANGUARD INDEX FDS SMALL CP ETF 922908751   2,833,634 12,396 SH   SOLE   0 0 12,396
VANGUARD INDEX FDS GROWTH ETF 922908736   1,251,643 3,636 SH   SOLE   0 0 3,636
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   2,851,695 56,358 SH   SOLE   0 0 56,358
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   658,052 3,604 SH   SOLE   0 0 3,604
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858   1,383,783 27,582 SH   SOLE   0 0 27,582
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   6,481,637 53,572 SH   SOLE   0 0 53,572
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   228,319 844 SH   SOLE   0 0 844
WALMART INC COM 931142103   536,897 8,923 SH   SOLE   0 0 8,923
WELLS FARGO CO NEW COM 949746101   1,474,070 25,433 SH   SOLE   0 0 25,433