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
Johnson & Johnson Stock 478160104   451,158 2,852 SH   SOLE 0 0 0 2,852
Seagate Technology Holdings Stock G7997R103   9,346,779 100,449 SH   SOLE 0 0 0 100,449
Vanguard Total Stock Market ETF ETF 922908769   271,929 1,046 SH   SOLE 0 0 0 1,046
Coca-Cola Stock 191216100   247,480 4,045 SH   SOLE 0 0 0 4,045
Intel Stock 458140100   262,945 5,953 SH   SOLE 0 0 0 5,953
Paychex Stock 704326107   288,580 2,350 SH   SOLE 0 0 0 2,350
iShares ESG Aware MSCI EAFE ETF ETF 46435G516   528,372 6,612 SH   SOLE 0 0 0 6,612
SPDR S&P 500 Index ETF ETF 78462F103   768,913 1,470 SH   SOLE 0 0 0 1,470
SPDR MSCI EAFE Fossil Fuel Free ETF ETF 78470E106   272,599 6,555 SH   SOLE 0 0 0 6,554
PepsiCo Stock 713448108   208,437 1,191 SH   SOLE 0 0 0 1,191
iShares Core S&P Small-Cap Index ETF ETF 464287804   427,550 3,869 SH   SOLE 0 0 0 3,868
Berkshire Hathaway Cl B Stock 084670702   3,275,851 7,790 SH   SOLE 0 0 0 7,790
Alphabet Cl A Stock 02079K305   273,485 1,812 SH   SOLE 0 0 0 1,812
Microsoft Stock 594918104   931,346 2,214 SH   SOLE 0 0 0 2,213
iShares ESG Aware MSCI USA Small-Cap ETF ETF 46435U663   762,446 18,933 SH   SOLE 0 0 0 18,933
Vanguard Small-Cap Index ETF ETF 922908751   34,168,189 149,474 SH   SOLE 0 0 0 149,473
Vanguard Mid-Cap Index ETF ETF 922908629   705,771 2,825 SH   SOLE 0 0 0 2,824
Moderna Stock 60770K107   458,208 4,300 SH   SOLE 0 0 0 4,300
Vanguard 500 Index ETF ETF 922908363   33,415,653 69,515 SH   SOLE 0 0 0 69,514
Vanguard Total Int'l Stock Index ETF ETF 921909768   780,586 12,945 SH   SOLE 0 0 0 12,945
PPL Stock 69351T106   271,143 9,849 SH   SOLE 0 0 0 9,849
Alto Ingredients Stock 021513106   420,548 192,912 SH   SOLE 0 0 0 192,912
iShares ESG Advanced MSCI USA ETF ETF 46436E767   611,543 13,545 SH   SOLE 0 0 0 13,544
Vanguard Mid-Cap Growth Index ETF ETF 922908538   6,276,566 26,619 SH   SOLE 0 0 0 26,619
Forian Stock 34630N106   174,821 52,657 SH   SOLE 0 0 0 52,657
Meta Platforms Cl A Stock 30303M102   258,845 533 SH   SOLE 0 0 0 533
AbbVie Stock 00287Y109   448,106 2,461 SH   SOLE 0 0 0 2,460
Vanguard FTSE All-World ex US Index ETF ETF 922042775   3,208,768 54,710 SH   SOLE 0 0 0 54,710
Schwab Fundamental US Large Company Index ETF ETF 808524771   323,429 4,799 SH   SOLE 0 0 0 4,799
iShares S&P 500 Growth Index ETF ETF 464287309   206,456 2,445 SH   SOLE 0 0 0 2,445
iShares Core S&P 500 Index ETF ETF 464287200   3,739,170 7,112 SH   SOLE 0 0 0 7,112
Chevron Stock 166764100   267,091 1,693 SH   SOLE 0 0 0 1,693
ConocoPhillips Stock 20825C104   358,675 2,818 SH   SOLE 0 0 0 2,818
Vanguard Developed Markets Index ETF ETF 921943858   23,645,180 471,301 SH   SOLE 0 0 0 471,301
Revvity Stock 714046109   1,945,545 18,529 SH   SOLE 0 0 0 18,529
Alphabet Cl C Stock 02079K107   1,327,485 8,719 SH   SOLE 0 0 0 8,718
Minerals Technologies Stock 603158106   4,171,265 55,410 SH   SOLE 0 0 0 55,410
SPDR DoubleLine Total Return Tactical ETF ETF 78467V848   279,928 6,989 SH   SOLE 0 0 0 6,989
Exxon Mobil Stock 30231G102   848,625 7,301 SH   SOLE 0 0 0 7,300
UnitedHealth Group Stock 91324P102   309,357 625 SH   SOLE 0 0 0 625
Crown Castle International REIT 22822V101   2,243,596 21,200 SH   SOLE 0 0 0 21,200
iShares Core S&P Mid-Cap Index ETF ETF 464287507   306,433 5,045 SH   SOLE 0 0 0 5,045
Apple Stock 037833100   1,280,721 7,469 SH   SOLE 0 0 0 7,468
Abbott Laboratories Stock 002824100   346,777 3,051 SH   SOLE 0 0 0 3,051
The Walt Disney Company Stock 254687106   437,826 3,578 SH   SOLE 0 0 0 3,578
Fidelity NASDAQ Composite Index ETF ETF 315912808   485,576 7,540 SH   SOLE 0 0 0 7,540