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
AT&T INC COM 00206R102   168,421 10,037 SH   DFND 1 0 236 9,801
ALPHABET INC CAP STK CL C 02079K107   488,604 3,467 SH   DFND 2 0 0 3,467
ALPHABET INC CAP STK CL A 02079K305   202,690 1,451 SH   DFND 1,2 0 260 1,191
ALTUS POWER INC COM CL A 02217A102   409,800 60,000 SH   SOLE   0 0 60,000
AMAZON COM INC COM 023135106   737,061 4,851 SH   DFND 1,2 0 200 4,651
AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356   1,128,096 26,047 SH   SOLE   0 0 26,047
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   2,402,383 42,603 SH   SOLE   0 0 42,603
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   6,540,883 108,239 SH   SOLE   0 0 108,239
AMERICAN CENTY ETF TR US EQT ETF 025072885   11,204,155 137,390 SH   SOLE   0 0 137,390
APPLE INC COM 037833100   3,026,773 15,721 SH   DFND 1,2 0 396 15,325
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   341,680 958 SH   DFND 1 0 20 938
CBRE GROUP INC CL A 12504L109   16,742,516 179,853 SH   DFND 2 0 0 179,853
CRA INTL INC COM 12618T105   1,191,933 12,058 SH   SOLE   0 0 12,058
CATERPILLAR INC COM 149123101   270,317 914 SH   DFND 1,2 0 4 910
CHEVRON CORP NEW COM 166764100   713,432 4,783 SH   DFND 1 0 19 4,764
COLGATE PALMOLIVE CO COM 194162103   649,796 8,152 SH   DFND 1,2 0 66 8,086
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   3,548,507 106,722 SH   SOLE   0 0 106,722
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   3,112,806 60,058 SH   SOLE   0 0 60,058
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   1,948,441 32,681 SH   SOLE   0 0 32,681
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   383,474 7,328 SH   SOLE   0 0 7,328
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   18,717,051 640,337 SH   SOLE   0 0 640,337
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   5,794,464 232,150 SH   SOLE   0 0 232,150
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   11,197,892 438,617 SH   SOLE   0 0 438,617
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880   15,490,784 634,348 SH   SOLE   0 0 634,348
EXXON MOBIL CORP COM 30231G102   811,805 8,120 SH   DFND 2 0 0 8,120
GENERAL ELECTRIC CO COM NEW 369604301   484,356 3,795 SH   DFND 1,2 0 19 3,776
IDEXX LABS INC COM 45168D104   224,240 404 SH   DFND 1,2 0 5 399
INTERNATIONAL BUSINESS MACHS COM 459200101   297,661 1,820 SH   DFND 1 0 7 1,813
INVESCO QQQ TR UNIT SER 1 46090E103   303,183 740 SH   SOLE   0 0 740
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   414,155 6,610 SH   SOLE   0 0 6,610
ISHARES TR CORE S&P500 ETF 464287200   266,083 557 SH   SOLE   0 0 557
ISHARES TR CORE US AGGBD ET 464287226   7,474,716 75,312 SH   SOLE   0 0 75,312
ISHARES TR S&P 500 VAL ETF 464287408   200,843 1,155 SH   SOLE   0 0 1,155
ISHARES TR CORE S&P MCP ETF 464287507   3,225,907 11,640 SH   SOLE   0 0 11,640
ISHARES TR RUS 1000 GRW ETF 464287614   1,643,788 5,422 SH   SOLE   0 0 5,422
JPMORGAN CHASE & CO COM 46625H100   615,082 3,616 SH   DFND 1,2 0 58 3,558
JOHNSON & JOHNSON COM 478160104   337,382 2,152 SH   DFND 1,2 0 48 2,104
MICROSOFT CORP COM 594918104   897,729 2,387 SH   DFND 1,2 0 168 2,219
NVIDIA CORPORATION COM 67066G104   205,036 414 SH   DFND 1,2 0 50 364
ORACLE CORP COM 68389X105   384,770 3,650 SH   DFND 1,2 0 27 3,623
PPG INDS INC COM 693506107   432,050 2,889 SH   DFND 2 0 0 2,889
PHILIP MORRIS INTL INC COM 718172109   205,601 2,185 SH   DFND 1 0 24 2,161
PROCTER AND GAMBLE CO COM 742718109   1,021,362 6,970 SH   DFND 1 0 85 6,885
RPM INTL INC COM 749685103   270,703 2,425 SH   SOLE   0 0 2,425
SPDR S&P 500 ETF TR TR UNIT 78462F103   856,585 1,802 SH   SOLE   0 0 1,802
SPDR GOLD TR GOLD SHS 78463V107   250,242 1,309 SH   SOLE   0 0 1,309
SPDR SER TR S&P DIVID ETF 78464A763   464,526 3,717 SH   SOLE   0 0 3,717
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   640,399 3,327 SH   SOLE   0 0 3,327
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   6,770,142 87,901 SH   SOLE   0 0 87,901
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   478,149 6,501 SH   SOLE   0 0 6,501
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   561,511 11,723 SH   SOLE   0 0 11,723
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   2,443,377 49,421 SH   SOLE   0 0 49,421
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   1,387,843 13,490 SH   SOLE   0 0 13,490
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   587,143 14,286 SH   SOLE   0 0 14,286
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,778,650 4,072 SH   SOLE   0 0 4,072
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   321,929 2,220 SH   SOLE   0 0 2,220
VANGUARD INDEX FDS MID CAP ETF 922908629   254,276 1,093 SH   SOLE   0 0 1,093
VANGUARD INDEX FDS GROWTH ETF 922908736   3,875,413 12,466 SH   SOLE   0 0 12,466
VANGUARD INDEX FDS VALUE ETF 922908744   4,383,340 29,320 SH   SOLE   0 0 29,320
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,736,099 7,319 SH   SOLE   0 0 7,319
VERIZON COMMUNICATIONS INC COM 92343V104   205,804 5,459 SH   DFND 1,2 0 112 5,347