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
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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
Abbott Laboratories COM 002824100   665,456 6,871 SH   SOLE   0 0 6,871
Abbvie Inc COM 00287Y109   877,069 5,884 SH   SOLE   0 0 5,884
Adobe Inc COM 00724F101   323,787 635 SH   SOLE   0 0 635
Alphabet Inc CAP STK CL A 02079K305   724,964 5,540 SH   SOLE   0 0 5,540
Alphabet Inc Capital Stock Cl C CAP STK CL C 02079K107   746,271 5,660 SH   SOLE   0 0 5,660
Amazon.com Inc COM 023135106   785,602 6,180 SH   SOLE   0 0 6,180
Apple Inc COM 037833100   7,947,537 46,420 SH   SOLE   0 0 46,420
Applied Materials Inc COM 038222105   261,117 1,886 SH   SOLE   0 0 1,886
Bank of America Corp COM 060505104   296,263 10,820 SH   SOLE   0 0 10,820
Berkshire Hathaway Inc Cl B CL B 084670702   420,010 1,199 SH   SOLE   0 0 1,199
Capital Group Dividend Value ETF SHS CREATION UNI 14020W106   200,722 7,583 SH   SOLE   0 0 7,583
Capital Group Global Growth Equity ETF SHS CREATION UNI 14020X104   23,477,714 1,024,333 SH   SOLE   0 0 1,024,333
Capital Group Growth ETF SHS CREATION UNI 14020G101   9,357,792 381,951 SH   SOLE   0 0 381,951
Cisco Systems Inc COM 17275R102   297,239 5,529 SH   SOLE   0 0 5,529
Coca-Cola Co. COM 191216100   1,363,729 24,361 SH   SOLE   0 0 24,361
Constellation Brands Inc CL A 21036P108   201,818 803 SH   SOLE   0 0 803
Constellation Energy Corp COM 21037T109   201,689 1,849 SH   SOLE   0 0 1,849
Danaher Corp COM 235851102   219,569 885 SH   SOLE   0 0 885
Dimensional U.S. Core Equity 2 ETF US CORE EQUITY 2 25434V708   3,253,568 124,182 SH   SOLE   0 0 124,182
Dimensional U.S. Equity ETF US EQUITY ETF 25434V401   2,579,894 55,422 SH   SOLE   0 0 55,422
Dimensional U.S. Marketwide Value ETF US MKTWIDE VALUE 25434V724   836,382 24,585 SH   SOLE   0 0 24,585
Eli Lilly & Co COM 532457108   353,432 658 SH   SOLE   0 0 658
Empire State Realty Trust Inc CL A 292104106   96,520 12,005 SH   SOLE   0 0 12,005
Exelon Corp COM 30161N101   216,310 5,724 SH   SOLE   0 0 5,724
Exxon Mobil Corp COM 30231G102   2,367,944 20,139 SH   SOLE   0 0 20,139
Firstservice Corp COM 33767E202   1,455,400 10,000 SH   SOLE   0 0 10,000
General Electric Co COM NEW 369604301   204,186 1,847 SH   SOLE   0 0 1,847
Humana Inc COM 444859102   264,180 543 SH   SOLE   0 0 543
iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT 46434G103   3,876,919 81,465 SH   SOLE   0 0 81,465
iShares Core MSCI Total International Stock ETF CORE MSCI TOTAL 46432F834   632,954 10,551 SH   SOLE   0 0 10,551
iShares Core S&P 500 ETF CORE S&P500 ETF 464287200   4,140,886 9,643 SH   SOLE   0 0 9,643
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 464287507   4,965,513 19,914 SH   SOLE   0 0 19,914
iShares Core S&P Small-Cap ETF CORE S&P SCP ETF 464287804   328,268 3,480 SH   SOLE   0 0 3,480
iShares Core S&P U.S. Value ETF CORE S&P US VLU 464287663   7,075,842 94,825 SH   SOLE   0 0 94,825
iShares Core U.S. Growth ETF CORE S&P US GWT 464287671   8,895,718 93,807 SH   SOLE   0 0 93,807
iShares Global 100 ETF GLOBAL 100 ETF 464287572   232,615 3,176 SH   SOLE   0 0 3,176
iShares MSCI Acwi ETF MSCI ACWI ETF 464288257   2,679,958 29,013 SH   SOLE   0 0 29,013
iShares MSCI Acwi Ex U.S. ETF MSCI ACWI EX US 464288240   2,436,998 51,840 SH   SOLE   0 0 51,840
iShares Russell 3000 ETF RUSSELL 3000 ETF 464287689   4,265,514 17,406 SH   SOLE   0 0 17,406
Johnson & Johnson COM 478160104   362,531 2,328 SH   SOLE   0 0 2,328
JPMorgan Chase & Co COM 46625H100   846,337 5,836 SH   SOLE   0 0 5,836
Leidos Holdings Inc COM 525327102   278,047 3,017 SH   SOLE   0 0 3,017
Mastercard Inc CL A 57636Q104   325,438 822 SH   SOLE   0 0 822
McDonald's Corp COM 580135101   215,230 817 SH   SOLE   0 0 817
Merck & Co Inc COM 58933Y105   435,425 4,229 SH   SOLE   0 0 4,229
Meta Platforms Inc Cl A CL A 30303M102   434,104 1,446 SH   SOLE   0 0 1,446
Microsoft Corp COM 594918104   3,010,789 9,535 SH   SOLE   0 0 9,535
Nvidia Corp COM 67066G104   821,705 1,889 SH   SOLE   0 0 1,889
Oracle Corp COM 68389X105   274,333 2,590 SH   SOLE   0 0 2,590
PepsiCo Inc COM 713448108   673,355 3,974 SH   SOLE   0 0 3,974
Procter & Gamble Co COM 742718109   2,126,500 14,579 SH   SOLE   0 0 14,579
Science Applications International Corp COM 808625107   215,091 2,038 SH   SOLE   0 0 2,038
SPDR Portfolio S&P 500 Growth ETF PRTFLO S&P500 GW 78464A409   3,439,248 58,017 SH   SOLE   0 0 58,017
SPDR Portfolio S&P 500 Value ETF PRTFLO S&P500 VL 78464A508   6,814,172 165,152 SH   SOLE   0 0 165,152
SPDR S&P 500 ETF Trust TR UNIT 78462F103   1,124,358 2,630 SH   SOLE   0 0 2,630
Starbucks Corp COM 855244109   634,874 6,956 SH   SOLE   0 0 6,956
Technology Select Sector SPDR Fund TECHNOLOGY 81369Y803   284,091 1,733 SH   SOLE   0 0 1,733
Tesla Inc COM 88160R101   309,272 1,236 SH   SOLE   0 0 1,236
Texas Instruments Inc COM 882508104   223,886 1,408 SH   SOLE   0 0 1,408
The Home Depot Inc COM 437076102   324,218 1,073 SH   SOLE   0 0 1,073
Thermo Fisher Scientific Inc COM 883556102   299,146 591 SH   SOLE   0 0 591
UnitedHealth Group Inc COM 91324P102   388,226 770 SH   SOLE   0 0 770
Vanguard Information Technology Index Fund ETF Shares INF TECH ETF 92204A702   424,858 1,024 SH   SOLE   0 0 1,024
Vanguard S&P Small-Cap 600 Index Fund ETF Shares SMLLCP 600 IDX 921932828   829,950 9,496 SH   SOLE   0 0 9,496
Vanguard Total Stock Market Index Fund ETF Shares TOTAL STK MKT 922908769   754,039 3,550 SH   SOLE   0 0 3,550
Visa Inc COM 92826C839   306,373 1,332 SH   SOLE   0 0 1,332