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
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,309,508 27,868 SH   SOLE   27,868 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 4,332,883 27,734 SH   SOLE   27,734 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 7,906,445 41,556 SH   SOLE   41,556 0 0
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 BBG019T9ZBN0 269,197 3,781 SH   SOLE   3,781 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 25,615,930 425,726 SH   SOLE   425,725 0 0
AMERICAN CENTY ETF TR AVANTIS US MID C 025072125 BBG01JYBR2Z3 1,210,160 19,525 SH   SOLE   19,525 0 0
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 BBG012NL46D0 15,739,346 241,364 SH   SOLE   241,364 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 11,964,344 137,253 SH   SOLE   137,253 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 8,177,253 26,247 SH   SOLE   26,247 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 209,345 952 SH   SOLE   952 0 0
APPLE INC COM 037833100 BBG001S5N8V8 21,209,759 95,484 SH   SOLE   95,483 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 327,339 494 SH   SOLE   494 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1,596,883 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 11,734,335 22,033 SH   SOLE   22,033 0 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 4,483,476 4,737 SH   SOLE   4,737 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 244,615 1,750 SH   SOLE   1,750 0 0
BOEING CO COM 097023105 BBG001S5P0V3 675,037 3,958 SH   SOLE   3,958 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 271,922 1,624 SH   SOLE   1,624 0 0
CALAMOS ETF TR ANTETOKOUNMPO GL 12811T209 BBG01DZBX162 4,524,941 157,813 SH   SOLE   157,813 0 0
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 BBG015DN3GR4 33,821,062 1,193,825 SH   SOLE   1,193,825 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 5,248,891 31,376 SH   SOLE   31,376 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 9,437,762 9,979 SH   SOLE   9,978 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 638,170 1,810 SH   SOLE   1,810 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 321,677 2,877 SH   SOLE   2,877 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 4,879,832 10,397 SH   SOLE   10,397 0 0
DICKS SPORTING GOODS INC COM 253393102 BBG001SK2651 418,237 2,075 SH   SOLE   2,075 0 0
DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 BBG01B92W7S9 305,511 9,071 SH   SOLE   9,071 0 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 15,996,247 482,687 SH   SOLE   482,687 0 0
DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 BBG01J9W24S6 32,228,071 525,915 SH   SOLE   525,915 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 3,524,953 35,714 SH   SOLE   35,713 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 536,842 650 SH   SOLE   650 0 0
ETF SER SOLUTIONS DISTILLATE US 26922A321 BBG00MC56321 24,933,524 459,689 SH   SOLE   459,688 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1,222,748 10,281 SH   SOLE   10,281 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 833,560 452 SH   SOLE   452 0 0
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 BBG001T61KB4 25,112,281 221,977 SH   SOLE   221,977 0 0
GARTNER INC COM 366651107 BBG001S5SD60 351,322 837 SH   SOLE   837 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 5,214,695 46,539 SH   SOLE   46,539 0 0
HARBOR ETF TRUST INTERNATNAL COMP 41151J885 BBG019FG0845 21,017,479 792,066 SH   SOLE   792,066 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 258,269 615 SH   SOLE   615 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 558,242 2,245 SH   SOLE   2,245 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 8,403,246 16,967 SH   SOLE   16,967 0 0
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 BBG001SS8729 11,300,677 217,363 SH   SOLE   217,362 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 8,233,738 203,755 SH   SOLE   203,754 0 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 BBG001SPSDJ2 6,117,118 161,572 SH   SOLE   161,572 0 0
ISHARES INC MSCI WORLD ETF 464286392 BBG002D9R378 649,957 4,243 SH   SOLE   4,243 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 227,858 2,179 SH   SOLE   2,179 0 0
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 620,421 5,085 SH   SOLE   5,085 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 3,067,187 5,459 SH   SOLE   5,458 0 0
ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 645,301 13,591 SH   SOLE   13,591 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 4,269,891 170,864 SH   SOLE   170,864 0 0
ISHARES TR GLOBAL 100 ETF 464287572 BBG001SGL748 209,623 2,177 SH   SOLE   2,177 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 2,156,522 16,861 SH   SOLE   16,861 0 0
ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2,029,971 19,822 SH   SOLE   19,822 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1,022,968 2,833 SH   SOLE   2,833 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 624,691 3,320 SH   SOLE   3,320 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 408,081 4,396 SH   SOLE   4,396 0 0
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 BBG018R2GN27 12,573,964 170,402 SH   SOLE   170,402 0 0
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 BBG012NLLCC9 19,772,922 311,189 SH   SOLE   311,188 0 0
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 BBG00N6W8XF5 24,022,293 510,678 SH   SOLE   510,678 0 0
J P MORGAN EXCHANGE TRADED F GLOBAL SEL EQUIT 46654Q740 BBG01J1LP500 16,000,029 271,463 SH   SOLE   271,463 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 885,917 5,342 SH   SOLE   5,342 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 6,139,089 25,027 SH   SOLE   25,026 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 405,838 14,225 SH   SOLE   14,224 0 0
MANULIFE FINL CORP COM 56501R106 BBG001S76KD6 313,431 10,062 SH   SOLE   10,062 0 0
MATSON INC COM 57686G105 BBG001S5NL21 243,523 1,900 SH   SOLE   1,900 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 601,720 1,044 SH   SOLE   1,044 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,807,670 7,479 SH   SOLE   7,479 0 0
NEOVOLTA INC COM 640655106 BBG00QN90LV6 125,860 58,000 SH   SOLE   58,000 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 234,065 251 SH   SOLE   251 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 2,883,150 45,418 SH   SOLE   45,418 0 0
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 2,067,024 53,913 SH   SOLE   53,913 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 614,109 5,666 SH   SOLE   5,666 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 BBG011RJST56 359,135 9,842 SH   SOLE   9,842 0 0
PIMCO EQUITY SER RAFI ESG US 72201T342 BBG00QQF57H1 4,779,974 131,571 SH   SOLE   131,571 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 353,867 5,360 SH   SOLE   5,360 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 274,098 1,608 SH   SOLE   1,608 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 266,982 2,016 SH   SOLE   2,015 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 4,092,758 15,251 SH   SOLE   15,251 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 BBG0051K49J8 25,207,631 697,499 SH   SOLE   697,499 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 BBG0051J0PJ9 9,063,384 383,879 SH   SOLE   383,879 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 BBG0051NXNX3 7,849,921 286,598 SH   SOLE   286,598 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 222,327 11,240 SH   SOLE   11,240 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 397,086 17,984 SH   SOLE   17,983 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 209,941 8,013 SH   SOLE   8,013 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 342,494 3,551 SH   SOLE   3,551 0 0
SPDR SER TR PORTFOLIO CRPORT 78464A144 BBG001V10544 239,904 8,264 SH   SOLE   8,264 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 1,839,754 22,685 SH   SOLE   22,685 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,277,207 33,410 SH   SOLE   33,410 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 3,961,404 15,286 SH   SOLE   15,285 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 409,962 7,492 SH   SOLE   7,492 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109 BBG001S5WTN1 419,340 12,265 SH   SOLE   12,265 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 2,324,818 30,362 SH   SOLE   30,362 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1,054,638 2,844 SH   SOLE   2,844 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 794,530 3,583 SH   SOLE   3,583 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2,881,697 10,485 SH   SOLE   10,485 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1,294,341 7,493 SH   SOLE   7,493 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 332,417 5,480 SH   SOLE   5,480 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,430,488 31,606 SH   SOLE   31,606 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 19,399,922 388,776 SH   SOLE   388,776 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 322,423 5,428 SH   SOLE   5,428 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 1,210,702 14,808 SH   SOLE   14,808 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 2,559,400 13,193 SH   SOLE   13,193 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 18,088,516 355,863 SH   SOLE   355,863 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 364,354 1,573 SH   SOLE   1,573 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 457,740 1,538 SH   SOLE   1,538 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 261,803 540 SH   SOLE   540 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 969,723 2,767 SH   SOLE   2,767 0 0
WISDOMTREE TR INTL EQUITY FD 97717W703 BBG001SHKSW0 284,203 4,887 SH   SOLE   4,887 0 0