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
Abbott Laboratories COM 002824100   756,291 6,871 SH   SOLE   0 0 6,871
Abbvie Inc COM 00287Y109   911,843 5,884 SH   SOLE   0 0 5,884
Accenture PLC SHS CLASS A G1151C101   224,231 639 SH   SOLE   0 0 639
Adobe Inc COM 00724F101   378,841 635 SH   SOLE   0 0 635
Alphabet Inc CAP STK CL A 02079K305   801,821 5,740 SH   SOLE   0 0 5,740
Alphabet Inc Capital Stock Cl C CAP STK CL C 02079K107   797,664 5,660 SH   SOLE   0 0 5,660
Amazon.com Inc COM 023135106   961,780 6,330 SH   SOLE   0 0 6,330
Apple Inc COM 037833100   9,351,448 48,571 SH   SOLE   0 0 48,571
Applied Materials Inc COM 038222105   305,664 1,886 SH   SOLE   0 0 1,886
Bank of America Corp COM 060505104   342,329 10,167 SH   SOLE   0 0 10,167
Berkshire Hathaway Inc Cl B CL B 084670702   427,635 1,199 SH   SOLE   0 0 1,199
Broadcom Inc COM 11135F101   207,623 186 SH   SOLE   0 0 186
Capital Group Dividend Value ETF SHS CREATION UNI 14020W106   578,866 19,399 SH   SOLE   0 0 19,399
Capital Group Global Growth Equity ETF SHS CREATION UNI 14020X104   27,639,359 1,074,207 SH   SOLE   0 0 1,074,207
Capital Group Growth ETF SHS CREATION UNI 14020G101   10,755,166 380,984 SH   SOLE   0 0 380,984
Chipotle Mexican Grill Inc COM 169656105   228,696 100 SH   SOLE   0 0 100
Cisco Systems Inc COM 17275R102   279,325 5,529 SH   SOLE   0 0 5,529
Coca-Cola Co. COM 191216100   1,435,594 24,361 SH   SOLE   0 0 24,361
Constellation Energy Corp COM 21037T109   216,130 1,849 SH   SOLE   0 0 1,849
Costco Wholesale Corp COM 22160K105   222,447 337 SH   SOLE   0 0 337
Danaher Corp COM 235851102   204,736 885 SH   SOLE   0 0 885
Dimensional U.S. Core Equity 2 ETF US CORE EQUITY 2 25434V708   4,001,441 136,895 SH   SOLE   0 0 136,895
Dimensional U.S. Equity ETF US EQUITY ETF 25434V401   2,872,522 55,422 SH   SOLE   0 0 55,422
Dimensional U.S. Marketwide Value ETF US MKTWIDE VALUE 25434V724   915,054 24,585 SH   SOLE   0 0 24,585
Eaton Corp PLC SHS G29183103   213,846 888 SH   SOLE   0 0 888
Elevance Health Inc COM 036752103   205,129 435 SH   SOLE   0 0 435
Eli Lilly & Co COM 532457108   712,911 1,223 SH   SOLE   0 0 1,223
Empire State Realty Trust Inc CL A 292104106   116,328 12,005 SH   SOLE   0 0 12,005
Exelon Corp COM 30161N101   205,492 5,724 SH   SOLE   0 0 5,724
Exxon Mobil Corp COM 30231G102   2,027,294 20,277 SH   SOLE   0 0 20,277
Firstservice Corp COM 33767E202   1,620,900 10,000 SH   SOLE   0 0 10,000
General Electric Co COM NEW 369604301   235,733 1,847 SH   SOLE   0 0 1,847
Honeywell International Inc COM 438516106   217,260 1,036 SH   SOLE   0 0 1,036
Humana Inc COM 444859102   248,591 543 SH   SOLE   0 0 543
iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT 46434G103   4,206,081 83,157 SH   SOLE   0 0 83,157
iShares Core MSCI Total International Stock ETF CORE MSCI TOTAL 46432F834   687,674 10,591 SH   SOLE   0 0 10,591
iShares Core S&P 500 ETF CORE S&P500 ETF 464287200   4,558,859 9,545 SH   SOLE   0 0 9,545
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 464287507   5,515,515 19,901 SH   SOLE   0 0 19,901
iShares Core S&P Small-Cap ETF CORE S&P SCP ETF 464287804   376,710 3,480 SH   SOLE   0 0 3,480
iShares Core S&P U.S. Value ETF CORE S&P US VLU 464287663   8,030,493 95,227 SH   SOLE   0 0 95,227
iShares Core U.S. Growth ETF CORE S&P US GWT 464287671   9,827,040 94,400 SH   SOLE   0 0 94,400
iShares Esg Screened S&P 500 ETF ESG SCRND S&P500 46436E569   1,245,011 34,217 SH   SOLE   0 0 34,217
iShares Esg Screened S&P Mid-Cap ETF ESG SCRD S&P MID 46436E551   211,097 5,596 SH   SOLE   0 0 5,596
iShares Global 100 ETF GLOBAL 100 ETF 464287572   250,905 3,116 SH   SOLE   0 0 3,116
iShares MSCI Acwi ETF MSCI ACWI ETF 464288257   3,918,277 38,501 SH   SOLE   0 0 38,501
iShares MSCI Acwi Ex U.S. ETF MSCI ACWI EX US 464288240   2,753,808 53,954 SH   SOLE   0 0 53,954
iShares Russell 3000 ETF RUSSELL 3000 ETF 464287689   4,711,613 17,212 SH   SOLE   0 0 17,212
Johnson & Johnson COM 478160104   364,911 2,328 SH   SOLE   0 0 2,328
JPMorgan Chase & Co COM 46625H100   1,095,274 6,439 SH   SOLE   0 0 6,439
Leidos Holdings Inc COM 525327102   296,902 2,743 SH   SOLE   0 0 2,743
Mastercard Inc CL A 57636Q104   350,591 822 SH   SOLE   0 0 822
McDonald's Corp COM 580135101   242,249 817 SH   SOLE   0 0 817
Merck & Co Inc COM 58933Y105   454,271 4,167 SH   SOLE   0 0 4,167
Meta Platforms Inc Cl A CL A 30303M102   511,826 1,446 SH   SOLE   0 0 1,446
Microsoft Corp COM 594918104   3,708,113 9,861 SH   SOLE   0 0 9,861
Nvidia Corp COM 67066G104   935,485 1,889 SH   SOLE   0 0 1,889
Oracle Corp COM 68389X105   273,064 2,590 SH   SOLE   0 0 2,590
PepsiCo Inc COM 713448108   669,509 3,942 SH   SOLE   0 0 3,942
Procter & Gamble Co COM 742718109   2,250,827 15,360 SH   SOLE   0 0 15,360
SPDR Portfolio S&P 500 Growth ETF PRTFLO S&P500 GW 78464A409   4,296,953 66,046 SH   SOLE   0 0 66,046
SPDR Portfolio S&P 500 Value ETF PRTFLO S&P500 VL 78464A508   8,429,632 180,777 SH   SOLE   0 0 180,777
SPDR S&P 500 ETF Trust TR UNIT 78462F103   1,250,161 2,630 SH   SOLE   0 0 2,630
Starbucks Corp COM 855244109   667,846 6,956 SH   SOLE   0 0 6,956
Technology Select Sector SPDR Fund TECHNOLOGY 81369Y803   333,568 1,733 SH   SOLE   0 0 1,733
Tesla Inc COM 88160R101   307,121 1,236 SH   SOLE   0 0 1,236
Texas Instruments Inc COM 882508104   240,008 1,408 SH   SOLE   0 0 1,408
The Home Depot Inc COM 437076102   371,848 1,073 SH   SOLE   0 0 1,073
Thermo Fisher Scientific Inc COM 883556102   313,697 591 SH   SOLE   0 0 591
UnitedHealth Group Inc COM 91324P102   426,441 810 SH   SOLE   0 0 810
Vanguard Esg International Stock ETF ESG INTL STK ETF 921910725   1,071,707 19,387 SH   SOLE   0 0 19,387
Vanguard Information Technology Index Fund ETF Shares INF TECH ETF 92204A702   495,616 1,024 SH   SOLE   0 0 1,024
Vanguard Intermediate-Term Treasury Index Fund ETF Shares INTER TERM TREAS 92206C706   280,250 4,724 SH   SOLE   0 0 4,724
Vanguard S&P Small-Cap 600 Index Fund ETF Shares SMLLCP 600 IDX 921932828   941,908 9,496 SH   SOLE   0 0 9,496
Vanguard Tax-Exempt Bond Index Fund ETF Shares TAX EXEMPT BD 922907746   348,059 6,818 SH   SOLE   0 0 6,818
Vanguard Total Stock Market Index Fund ETF Shares TOTAL STK MKT 922908769   917,681 3,868 SH   SOLE   0 0 3,868
Visa Inc COM 92826C839   346,786 1,332 SH   SOLE   0 0 1,332