ALPHABET INC CAP STK CL A 02079K305 526820 2167 SH SOLE 0 0 2167 AMAZON COM INC COM 023135106 722605 3291 SH SOLE 0 0 3291 AMERICAN HEALTHCARE REIT INC COM SHS 398182303 216225 5147 SH SOLE 0 0 5147 AMPHENOL CORP NEW CL A 032095101 355286 2871 SH SOLE 0 0 2871 ANGEL STUDIOS INC CL A COM 034948109 161861 27859 SH SOLE 0 0 27859 APPLE INC COM 037833100 1119271 4395 SH SOLE 0 0 4395 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 269971 537 SH SOLE 0 0 537 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2234576 71210 SH SOLE 0 0 71210 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 45412890 1249322 SH SOLE 0 0 1249322 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 164981674 3605368 SH SOLE 0 0 3605368 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 35761469 1134204 SH SOLE 0 0 1134204 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2205008 57169 SH SOLE 0 0 57169 ELI LILLY & CO COM 532457108 450933 591 SH SOLE 0 0 591 ISHARES TR CORE 80/20 AGGRE 464289859 532013 6036 SH SOLE 0 0 6036 ISHARES TR CORE 60/40 BALAN 464289867 295440 4589 SH SOLE 0 0 4589 ISHARES TR TRS FLT RT BD 46434V860 8063679 159392 SH SOLE 0 0 159392 ISHARES TR IBOXX INV CP ETF 464287242 241221 2164 SH SOLE 0 0 2164 ISHARES TR NATIONAL MUN ETF 464288414 11316646 106269 SH SOLE 0 0 106269 ISHARES TR CORE US AGGBD ET 464287226 15970552 159307 SH SOLE 0 0 159307 ISHARES TR RUSSELL 3000 ETF 464287689 5236951 13820 SH SOLE 0 0 13820 META PLATFORMS INC CL A 30303M102 361340 492 SH SOLE 0 0 492 MICROSOFT CORP COM 594918104 418048 807 SH SOLE 0 0 807 NETFLIX INC COM 64110L106 376461 314 SH SOLE 0 0 314 NVIDIA CORPORATION COM 67066G104 1498994 8034 SH SOLE 0 0 8034 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 649460 25261 SH SOLE 0 0 25261 SPDR GOLD TR GOLD SHS 78463V107 536760 1510 SH SOLE 0 0 1510 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 457288 9991 SH SOLE 0 0 9991 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 10318787 220439 SH SOLE 0 0 220439 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 12765233 298322 SH SOLE 0 0 298322 SPDR S&P 500 ETF TR TR UNIT 78462F103 356467 535 SH SOLE 0 0 535 SPDR S&P 500 ETF TR TR UNIT 78462F103 333090 500 SH Call SOLE 0 0 500 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 264637 444 SH SOLE 0 0 444 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 6959473 205354 SH SOLE 0 0 205354 SPDR SERIES TRUST NUVEEN ICE SHORT 78468R739 1848610 38337 SH SOLE 0 0 38337 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 3088951 119495 SH SOLE 0 0 119495 SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 43195237 535588 SH SOLE 0 0 535588 SPDR SERIES TRUST PORTFLI TIPS ETF 78464A656 6662697 253190 SH SOLE 0 0 253190 SPDR SERIES TRUST NUVEEN ICE MUNIC 78468R721 4050125 88877 SH SOLE 0 0 88877 TESLA INC COM 88160R101 957037 2152 SH SOLE 0 0 2152 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 897469 19259 SH SOLE 0 0 19259 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2015066 22041 SH SOLE 0 0 22041 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2692126 8203 SH SOLE 0 0 8203 VANGUARD INDEX FDS MID CAP ETF 922908629 329158 1120 SH SOLE 0 0 1120 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 820001 1339 SH SOLE 0 0 1339 VANGUARD INDEX FDS SM CP VAL ETF 922908611 201446 965 SH SOLE 0 0 965 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 913306 16856 SH SOLE 0 0 16856 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 4451391 36941 SH SOLE 0 0 36941 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2465378 41144 SH SOLE 0 0 41144 VANGUARD WORLD FD INF TECH ETF 92204A702 200097 268 SH SOLE 0 0 268 WESTERN ASSET INTER MUNI FD COM 958435109 155511 19660 SH SOLE 0 0 19660