3M CO COM 88579Y101 BBG001S5T7X2 1110469 7156 SH SOLE 5962 0 1194 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 692160 3599 SH SOLE 3479 0 120 AMGEN INC COM 031162100 BBG001S5NNL6 2742702 9719 SH SOLE 9164 0 555 APPLE INC COM 037833100 BBG001S5N8V8 516268 2028 SH SOLE 2018 0 10 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 262683 895 SH SOLE 110 0 785 AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 286085 1481 SH SOLE 1481 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 754200 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2854055 5677 SH SOLE 1670 0 4007 CATERPILLAR INC COM 149123101 BBG001S5PJ06 204221 428 SH SOLE 0 0 428 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 8908367 57366 SH SOLE 53149 0 4217 CISCO SYS INC COM 17275R102 BBG001S6HC62 689400 10076 SH SOLE 9101 0 975 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 383712 4800 SH SOLE 0 0 4800 CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 383259 3972 SH SOLE 3972 0 0 DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 523827 3030 SH SOLE 3030 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 8161230 254482 SH SOLE 196275 0 58207 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 350121 10979 SH SOLE 7482 0 3497 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 1314549 41692 SH SOLE 29877 0 11815 DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583 BBG01JXC18B3 1626507 29270 SH SOLE 17582 0 11688 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 BBG01BN60P09 7644596 279919 SH SOLE 212365 0 67554 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 BBG012G21Y06 1660182 35997 SH SOLE 35456 0 541 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 2416548 66480 SH SOLE 56446 0 10034 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 11611789 354126 SH SOLE 222255 0 131871 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 3075998 64110 SH SOLE 44173 0 19937 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 1497746 31080 SH SOLE 26661 0 4419 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 1532366 33487 SH SOLE 30121 0 3366 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 BBG011DXXNJ2 10778412 148791 SH SOLE 120765 0 28026 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 1679104 44456 SH SOLE 28551 0 15905 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 BBG01BN5Z188 3547934 107840 SH SOLE 32473 0 75367 DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 BBG01JXBYPV9 864226 11884 SH SOLE 1669 0 10215 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 21658499 484639 SH SOLE 394962 0 89677 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 580247 24329 SH SOLE 18729 0 5600 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 11495335 167913 SH SOLE 137065 0 30848 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 4689679 147289 SH SOLE 105997 0 41292 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 8464044 145405 SH SOLE 122116 0 23289 DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 BBG01J9W24S6 7381853 102725 SH SOLE 94334 0 8391 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 7564027 241046 SH SOLE 177608 0 63438 DOW INC COM 260557103 BBG00BN96931 1404478 61251 SH SOLE 56627 0 4624 ELI LILLY & CO COM 532457108 BBG001S5STL8 1064385 1395 SH SOLE 1385 0 10 EQUINIX INC COM 29444U700 BBG001SKBNS9 727630 929 SH SOLE 929 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 237236 3665 SH SOLE 3665 0 0 EXTRA SPACE STORAGE INC COM 30225T102 BBG001SLSXK5 316975 2249 SH SOLE 2249 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1844139 16356 SH SOLE 14976 0 1380 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 630820 2097 SH SOLE 1695 0 402 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 220104 11328 SH SOLE 11328 0 0 HARTFORD INSURANCE GROUP INC COM 416515104 BBG001S8PXF3 323204 2423 SH SOLE 2423 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 867107 2140 SH SOLE 2140 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 4049279 14351 SH SOLE 13043 0 1308 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1806324 9522 SH SOLE 9522 0 0 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 316320 3103 SH SOLE 3103 0 0 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 9329769 128209 SH SOLE 101923 0 26286 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 233315 3456 SH SOLE 2155 0 1301 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 2977764 35894 SH SOLE 27958 0 7936 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 687551 5786 SH SOLE 5380 0 406 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 689865 1031 SH SOLE 507 0 524 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1635579 16315 SH SOLE 8332 0 7983 ISHARES TR MICRO-CAP ETF 464288869 BBG001SP7X10 222443 1492 SH SOLE 830 0 662 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 381790 4089 SH SOLE 2584 0 1505 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 625475 11713 SH SOLE 9462 0 2251 ISHARES TR NEW YORK MUN ETF 464288323 BBG001T03XV5 262749 4925 SH SOLE 4925 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1675971 3578 SH SOLE 3130 0 448 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 829833 4076 SH SOLE 2530 0 1546 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 599335 2477 SH SOLE 2477 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 2281005 18895 SH SOLE 12781 0 6114 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 387620 1877 SH SOLE 1306 0 571 ISHARES TR SELECT US REIT 464287564 BBG001SDX760 393383 6384 SH SOLE 6384 0 0 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 5555880 50284 SH SOLE 31255 0 19029 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 1432141 12950 SH SOLE 8995 0 3955 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 1579698 14203 SH SOLE 7958 0 6245 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 4208478 22697 SH SOLE 20948 0 1749 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 344144 3130 SH SOLE 3130 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 894875 2837 SH SOLE 2302 0 535 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 273149 2868 SH SOLE 2868 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 3846177 45826 SH SOLE 43340 0 2486 MICROSOFT CORP COM 594918104 BBG001S5TD05 440258 850 SH SOLE 840 0 10 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 572668 7586 SH SOLE 7586 0 0 PEPSICO INC COM 713448108 BBG001S695T1 554879 3951 SH SOLE 3900 0 51 PFIZER INC COM 717081103 BBG001S5V466 217651 8542 SH SOLE 5392 0 3150 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 690965 4497 SH SOLE 3419 0 1078 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 809657 7070 SH SOLE 7070 0 0 PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 469671 1626 SH SOLE 1626 0 0 REALTY INCOME CORP COM 756109104 BBG001S884K0 457506 7526 SH SOLE 7526 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 221580 1146 SH SOLE 1146 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 983842 29483 SH SOLE 29403 0 80 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1239049 53224 SH SOLE 53182 0 42 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 3424199 140336 SH SOLE 140336 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 503545 17298 SH SOLE 17298 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 2272089 86260 SH SOLE 86080 0 180 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 2210578 79232 SH SOLE 68504 0 10728 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 260439 924 SH SOLE 924 0 0 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 498452 2656 SH SOLE 2656 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 283666 798 SH SOLE 598 0 200 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 3428660 80128 SH SOLE 73430 0 6698 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 928085 19827 SH SOLE 14854 0 4973 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 598936 899 SH SOLE 384 0 515 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 BBG001SPTB87 2895134 36956 SH SOLE 31211 0 5745 SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 BBG004T58LZ5 873318 18854 SH SOLE 15940 0 2914 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 BBG001SG4284 3362129 60765 SH SOLE 57251 0 3514 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1205906 13603 SH SOLE 13603 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 BBG01Q08MMX4 305367 1391 SH SOLE 1391 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 586013 2033 SH SOLE 2033 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2226683 28218 SH SOLE 19794 0 8424 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1018572 13696 SH SOLE 11171 0 2525 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 435715 8809 SH SOLE 6627 0 2182 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 38263662 79781 SH SOLE 64833 0 14948 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 1977150 6422 SH SOLE 2891 0 3531 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 6436992 70411 SH SOLE 57556 0 12855 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 5672503 9263 SH SOLE 8624 0 639 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 6688241 32046 SH SOLE 24238 0 7808 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 6560551 25800 SH SOLE 17209 0 8591 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2315231 7055 SH SOLE 5656 0 1399 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 11002333 58997 SH SOLE 51696 0 7301 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 3596187 66375 SH SOLE 53815 0 12560 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 BBG001TCVT65 200365 4197 SH SOLE 3875 0 322 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 254680 1848 SH SOLE 1057 0 791 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 550082 10865 SH SOLE 4866 0 5999 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 3841471 76722 SH SOLE 60263 0 16459 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 2915753 34666 SH SOLE 22590 0 12076 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 251151 4417 SH SOLE 2628 0 1789 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 2952387 50168 SH SOLE 24399 0 25769 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 BBG00J5M1LD2 231042 2948 SH SOLE 925 0 2023 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 BBG00LWSF8K0 310283 4454 SH SOLE 2482 0 1972 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 1337899 4425 SH SOLE 3061 0 1364 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 305128 1414 SH SOLE 1355 0 59 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 258065 3513 SH SOLE 2381 0 1132 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 8514841 142103 SH SOLE 117644 0 24459 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 217345 1542 SH SOLE 262 0 1280 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 18685320 220658 SH SOLE 220658 0 0 VANGUARD WORLD FD ESG US CORP BD 921910691 BBG00XGJM879 414668 6459 SH SOLE 6459 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 608504 815 SH SOLE 507 0 308 VANGUARD WORLD FD UTILITIES ETF 92204A876 BBG001SHVTP4 10119550 53427 SH SOLE 52401 0 1026 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 9022013 205279 SH SOLE 188429 0 16850 VICI PPTYS INC COM 925652109 BBG00HVVB4B6 361711 11092 SH SOLE 11092 0 0 WALMART INC COM 931142103 BBG001S5XH92 238069 2310 SH SOLE 510 0 1800 WORLD GOLD TR SPDR GLD MINIS 98149E303 BBG00L8YYQ05 43068463 563355 SH SOLE 485428 0 77927