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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 253 3,305 SH   SOLE   0 0 3,305
ANALOG DEVICES INC COM 032654105 713 4,881 SH   SOLE   0 0 4,881
APPLE INC COM 037833100 1,450 10,603 SH   SOLE   0 0 10,603
AT&T INC COM 00206R102 503 23,994 SH   SOLE   0 0 23,994
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 568 2,082 SH   SOLE   0 0 2,082
CANO HEALTH INC *W EXP 06/03/202 13781Y111 43 62,532 SH   SOLE   0 0 62,532
CANO HEALTH INC COM CL A 13781Y103 447 101,963 SH   SOLE   0 0 101,963
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 304 13,043 SH   SOLE   0 0 13,043
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 438 10,896 SH   SOLE   0 0 10,896
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2,753 128,406 SH   SOLE   0 0 128,406
ELEVANCE HEALTH INC COM 036752103 421 872 SH   SOLE   0 0 872
EXXON MOBIL CORP COM 30231G102 402 4,690 SH   SOLE   0 0 4,690
HERITAGE INSURANCE HLDGS INC COM 42727J102 50 18,918 SH   SOLE   0 0 18,918
INTUIT COM 461202103 512 1,329 SH   SOLE   0 0 1,329
INVESCO QQQ TR UNIT SER 1 46090E103 425 1,516 SH   SOLE   0 0 1,516
ISHARES TR CORE S&P MCP ETF 464287507 25,555 112,961 SH   SOLE   0 0 112,961
ISHARES TR CORE S&P SCP ETF 464287804 15,745 170,382 SH   SOLE   0 0 170,382
ISHARES TR CORE S&P500 ETF 464287200 6,865 18,106 SH   SOLE   0 0 18,106
ISHARES TR CORE TOTAL USD 46434V613 577 12,324 SH   SOLE   0 0 12,324
ISHARES TR EAFE GRWTH ETF 464288885 1,596 19,825 SH   SOLE   0 0 19,825
ISHARES TR EAFE VALUE ETF 464288877 241 5,553 SH   SOLE   0 0 5,553
ISHARES TR GRWT ALLOCAT ETF 464289867 371 7,729 SH   SOLE   0 0 7,729
ISHARES TR MSCI EMG MKT ETF 464287234 326 8,131 SH   SOLE   0 0 8,131
ISHARES TR MSCI USA ESG SLC 464288802 229 2,834 SH   SOLE   0 0 2,834
ISHARES TR RUS 1000 ETF 464287622 210 1,012 SH   SOLE   0 0 1,012
ISHARES TR RUS 1000 GRW ETF 464287614 373 1,704 SH   SOLE   0 0 1,704
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 300 5,923 SH   SOLE   0 0 5,923
JOHNSON & JOHNSON COM 478160104 295 1,662 SH   SOLE   0 0 1,662
JPMORGAN CHASE & CO COM 46625H100 414 3,680 SH   SOLE   0 0 3,680
MASTERCARD INCORPORATED CL A 57636Q104 222 703 SH   SOLE   0 0 703
MICROSOFT CORP COM 594918104 391 1,521 SH   SOLE   0 0 1,521
RAYTHEON TECHNOLOGIES CORP COM 75513E101 623 6,483 SH   SOLE   0 0 6,483
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1,339 26,301 SH   SOLE   0 0 26,301
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 14,472 249,557 SH   SOLE   0 0 249,557
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 7,471 119,695 SH   SOLE   0 0 119,695
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4,819 107,899 SH   SOLE   0 0 107,899
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11,064 176,375 SH   SOLE   0 0 176,375
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2,130 54,636 SH   SOLE   0 0 54,636
SPDR S&P 500 ETF TR TR UNIT 78462F103 494 1,309 SH   SOLE   0 0 1,309
SPDR SER TR NUVEEN BLMBRG MU 78468R721 725 15,800 SH   SOLE   0 0 15,800
SPDR SER TR NUVEEN BLOOMBERG 78464A284 917 17,838 SH   SOLE   0 0 17,838
SPDR SER TR PRTFLO S&P500 GW 78464A409 5,840 111,704 SH   SOLE   0 0 111,704
SPDR SER TR PRTFLO S&P500 VL 78464A508 12,863 349,360 SH   SOLE   0 0 349,360
SPRINKLR INC CL A 85208T107 110 10,875 SH   SOLE   0 0 10,875
SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 4,034 144,209 SH   SOLE   0 0 144,209
T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 3,962 180,354 SH   SOLE   0 0 180,354
VANGUARD INDEX FDS GROWTH ETF 922908736 846 3,794 SH   SOLE   0 0 3,794
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 268 6,574 SH   SOLE   0 0 6,574
VELO3D INC COMMON STOCK 92259N104 25 18,292 SH   SOLE   0 0 18,292
VERIZON COMMUNICATIONS INC COM 92343V104 398 7,844 SH   SOLE   0 0 7,844
VISA INC COM CL A 92826C839 722 3,666 SH   SOLE   0 0 3,666