ADVANCED MICRO DEVICES INC COM 007903107 659914 1136 SH SOLE 0 0 1136 AMAZON COM INC COM 023135106 378961 1590 SH SOLE 365 0 1225 AMERICAN TOWER CORP COM 03027X100 531276 3248 SH SOLE 3128 0 120 AMGEN INC COM 031162100 4426382 12224 SH SOLE 11474 0 750 APPLE INC COM 037833100 581489 2010 SH SOLE 2000 0 10 AVALONBAY CMNTYS INC COM 053484101 279450 1481 SH SOLE 1481 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 748850 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2840715 5677 SH SOLE 1670 0 4007 CHEVRON CORPORATION COM 166764100 9400391 56711 SH SOLE 53206 0 3505 COCA COLA CO COM 191216100 576012 7088 SH SOLE 6739 0 349 COLGATE PALMOLIVE CO COM 194162103 440064 4800 SH SOLE 0 0 4800 CROWN CASTLE INC COM 22822V101 273689 3614 SH SOLE 3614 0 0 DIGITAL RLTY TR INC COM 253868103 544128 3030 SH SOLE 3030 0 0 DIMENSIONAL ETF TRUST CORE FIXE IN ETF 25434V872 334641 7928 SH SOLE 3219 0 4709 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 10951016 269464 SH SOLE 197713 0 71751 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 353668 8289 SH SOLE 5667 0 2622 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1662041 41334 SH SOLE 27944 0 13390 DIMENSIONAL ETF TRUST GLOB CO PLUS ETF 25434V583 2032156 37315 SH SOLE 22360 0 14955 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 11198618 386559 SH SOLE 280251 0 106308 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1924193 35620 SH SOLE 35079 0 541 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2549292 61801 SH SOLE 57046 0 4755 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 15045223 403790 SH SOLE 224745 0 179045 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 4762980 98541 SH SOLE 49208 0 49333 DIMENSIONAL ETF TRUST SHOR DUR FIX ETF 25434V864 2287273 47901 SH SOLE 36979 0 10922 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2088897 40412 SH SOLE 36986 0 3426 DIMENSIONAL ETF TRUST US EQUI MARK ETF 25434V401 14903893 181888 SH SOLE 133366 0 48522 DIMENSIONAL ETF TRUST US HIGH PROF ETF 25434V831 1517178 36357 SH SOLE 23609 0 12748 DIMENSIONAL ETF TRUST US LARG VALU ETF 25434V666 5406972 136747 SH SOLE 47835 0 88912 DIMENSIONAL ETF TRUST US LARG VECT ETF 25434V641 672683 8180 SH SOLE 1171 0 7009 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 26112249 474682 SH SOLE 378479 0 96203 DIMENSIONAL ETF TRUST US REAL ESTA ETF 25434V823 626349 23943 SH SOLE 18254 0 5689 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 15125932 183701 SH SOLE 135429 0 48272 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V815 6045518 155852 SH SOLE 103345 0 52507 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 9956577 142440 SH SOLE 119120 0 23320 DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 9107197 110004 SH SOLE 82376 0 27628 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 9100261 247021 SH SOLE 181955 0 65066 ELI LILLY & CO COM 532457108 1689997 1409 SH SOLE 1385 0 24 EQUINIX INC COM 29444U700 968381 929 SH SOLE 929 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 248964 3665 SH SOLE 3665 0 0 ESSEX PPTY TR INC COM 297178105 201781 692 SH SOLE 692 0 0 EXTRA SPACE STORAGE INC COM 30225T102 326780 2249 SH SOLE 2249 0 0 EXXON MOBIL CORP COM 30231G102 772605 5651 SH SOLE 5078 0 573 FLEX LTD ORD Y2573F102 286216 1766 SH SOLE 0 0 1766 GE AEROSPACE COM NEW 369604301 673836 1803 SH SOLE 1695 0 108 GE VERNOVA INC COM 36828A101 269043 229 SH SOLE 203 0 26 HARTFORD INSURANCE GROUP INC COM 416515104 321096 2423 SH SOLE 2423 0 0 HOME DEPOT INC COM 437076102 1472792 4176 SH SOLE 4111 0 65 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 870400 10000 SH SOLE 0 0 10000 INTERNATIONAL BUSINESS MACHS COM 459200101 544704 1937 SH SOLE 1096 0 841 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2025996 9522 SH SOLE 9522 0 0 IRON MTN INC DEL COM 46284V101 417329 3304 SH SOLE 3103 0 201 ISHARES GOLD TR ISHARES NEW 464285204 6751723 89415 SH SOLE 72231 0 17184 ISHARES TR 1 3 YR TREAS BD 464287457 2716547 33084 SH SOLE 24770 0 8314 ISHARES TR CORE S&P SCP ETF 464287804 791531 5337 SH SOLE 4852 0 485 ISHARES TR CORE S&P500 ETF 464287200 746438 997 SH SOLE 299 0 698 ISHARES TR CORE US AGGBD ET 464287226 1914274 19340 SH SOLE 15846 0 3494 ISHARES TR MSCI EAFE ETF 464287465 379682 3655 SH SOLE 2564 0 1091 ISHARES TR MSCI EMG MKT ETF 464287234 652769 9542 SH SOLE 7386 0 2156 ISHARES TR RUS 1000 GRW ETF 464287614 1683373 13557 SH SOLE 11865 0 1692 ISHARES TR RUS 1000 VAL ETF 464287598 988145 4076 SH SOLE 2530 0 1546 ISHARES TR RUSSELL 2000 ETF 464287655 744215 2477 SH SOLE 2477 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2210383 16072 SH SOLE 12028 0 4044 ISHARES TR S&P 500 VAL ETF 464287408 378282 1666 SH SOLE 1306 0 360 ISHARES TR SELECT US REIT 464287564 431750 6384 SH SOLE 6384 0 0 ISHARES TR SP SMCP600VL ETF 464287879 1687315 12345 SH SOLE 8472 0 3873 ISHARES TR TIPS BD ETF 464287176 1362898 12455 SH SOLE 8956 0 3499 ISHARES TR TRUST ISHARE 0-1 464288679 4340728 39336 SH SOLE 31459 0 7877 JOHNSON & JOHNSON COM 478160104 3577089 14085 SH SOLE 12766 0 1319 JOHNSON CONTROLS INTERNATION SHS G51502105 457325 3130 SH SOLE 3130 0 0 JPMORGAN CHASE & CO COM 46625H100 753514 2302 SH SOLE 2302 0 0 MEDTRONIC PLC SHS G5960L103 224364 2868 SH SOLE 2868 0 0 MERCK & CO INC COM 58933Y105 9277877 72201 SH SOLE 68340 0 3861 MICROSOFT CORP COM 594918104 326766 876 SH SOLE 805 0 71 NEXTERA ENERGY INC COM 65339F101 665824 7586 SH SOLE 7586 0 0 NIKE INC CL B 654106103 1969990 47990 SH SOLE 45907 0 2083 PEPSICO INC COM 713448108 534966 3951 SH SOLE 3900 0 51 PROCTER & GAMBLE CO COM 742718109 1069006 7290 SH SOLE 7062 0 228 PROLOGIS INC. COM 74340W103 957773 7070 SH SOLE 7070 0 0 PUBLIC STORAGE COM 74460D109 517573 1626 SH SOLE 1626 0 0 REALTY INCOME CORP COM 756109104 466311 7526 SH SOLE 7526 0 0 SBA COMMUNICATIONS CORP CL A 78410G104 202224 1146 SH SOLE 1146 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1068145 29458 SH SOLE 29378 0 80 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1110073 40075 SH SOLE 40033 0 42 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4465587 184987 SH SOLE 184987 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2979604 102887 SH SOLE 102663 0 224 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 545230 15663 SH SOLE 15663 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2505229 85125 SH SOLE 83178 0 1947 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2725220 75428 SH SOLE 65100 0 10328 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 352081 1848 SH SOLE 1848 0 0 SIMON PPTY GROUP INC NEW COM 828806109 594015 2656 SH SOLE 2656 0 0 SPDR INDEX SHS FDS ST PORT MARK ETF 78463X509 984833 19020 SH SOLE 14495 0 4525 SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 3637294 72183 SH SOLE 68480 0 3703 SPDR SERIES TRUST ST STR P500ETF 78464A854 2812160 32000 SH SOLE 27010 0 4990 SPDR SERIES TRUST ST STR P500VAL 78464A508 3540230 58237 SH SOLE 54923 0 3314 SPDR SERIES TRUST ST STR SP600 SML 78468R853 482929 8374 SH SOLE 5905 0 2469 SPDR SERIES TRUST ST STR SP600SM C 78464A300 1471458 13486 SH SOLE 13486 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 586230 785 SH SOLE 240 0 545 TE CONNECTIVITY PLC ORD SHS G87052109 226610 1124 SH SOLE 1124 0 0 THE CIGNA GROUP COM 125523100 560458 2033 SH SOLE 2033 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1743984 4196 SH SOLE 4030 0 166 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2591443 33262 SH SOLE 23279 0 9983 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1247310 16991 SH SOLE 14277 0 2714 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 345397 7132 SH SOLE 4911 0 2221 VANGUARD INDEX FDS GROWTH ETF 922908736 38902936 451625 SH SOLE 377586 0 74039 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2048028 5955 SH SOLE 2685 0 3270 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6902479 71580 SH SOLE 57470 0 14110 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5971248 8694 SH SOLE 7770 0 924 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7380690 30374 SH SOLE 21194 0 9180 VANGUARD INDEX FDS SMALL CP ETF 922908751 6717960 22163 SH SOLE 16646 0 5517 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2446861 6612 SH SOLE 4657 0 1955 VANGUARD INDEX FDS VALUE ETF 922908744 13075779 60000 SH SOLE 49363 0 10637 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3925876 65771 SH SOLE 44737 0 21034 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 267881 1707 SH SOLE 1029 0 678 VANGUARD MALVERN FDS SHOR DURA BD ETF 922020730 909425 11913 SH SOLE 9449 0 2464 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 942704 18768 SH SOLE 9702 0 9066 VANGUARD MUN BD FDS SHORT TAX EXEMPT 922907696 9862971 128709 SH SOLE 105631 0 23078 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4157373 82194 SH SOLE 60252 0 21942 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3205752 38787 SH SOLE 26029 0 12758 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2677724 46009 SH SOLE 28059 0 17950 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 271073 3430 SH SOLE 2320 0 1110 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 231221 3011 SH SOLE 988 0 2023 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 254041 3707 SH SOLE 1735 0 1972 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1436173 4240 SH SOLE 3061 0 1179 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 337657 1427 SH SOLE 1380 0 47 VANGUARD STAR FDS VG TL INTL STK F 921909768 297164 3476 SH SOLE 2161 0 1315 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8825132 123861 SH SOLE 101237 0 22624 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 20317286 206897 SH SOLE 206897 0 0 VANGUARD WORLD FD ESG US CORP BD 921910691 421622 6718 SH SOLE 6718 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 811780 6792 SH SOLE 4352 0 2440 VANGUARD WORLD FD UTILITIES ETF 92204A876 10793981 55147 SH SOLE 54062 0 1085 VERIZON COMMUNICATIONS INC COM 92343V104 8704939 205596 SH SOLE 191912 0 13684 VICI PPTYS INC COM 925652109 294493 11092 SH SOLE 11092 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E303 39044858 491625 SH SOLE 424392 0 67233