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
3M CO COM Stock 88579Y101   25,277 270 SH   SOLE   0 0 270
ABBOTT LABS COM Stock 002824100   90,748 937 SH   SOLE   0 0 937
ABBVIE INC COM Stock 00287Y109   198,399 1,331 SH   SOLE   0 0 1,331
ACCENTURE LTD BERMUDA CL A Stock G1151C101   6,142 20 SH   SOLE   0 0 20
ADVANCED MICRO DEVICES INC COM Stock 007903107   7,095 69 SH   SOLE   0 0 69
AECOM TECHNOLOGY CORP Stock 00766T100   3,986 48 SH   SOLE   0 0 48
AIR PRODS & CHEMS INC COM Stock 009158106   6,802 24 SH   SOLE   0 0 24
AMARIN CORP PLC SPONS ADR NEW ADR 023111206   170 185 SH   SOLE   0 0 185
AMAZON.COM INC Stock 023135106   1,364,379 10,733 SH   SOLE   0 0 10,733
AMERIPRISE FINANCIAL INC. Stock 03076C106   18,462 56 SH   SOLE   0 0 56
AMGEN INC Stock 031162100   7,794 29 SH   SOLE   0 0 29
AMPHENOL CORP CL A Stock 032095101   13,438 160 SH   SOLE   0 0 160
ANALOG DEVICES INC COM Stock 032654105   10,155 58 SH   SOLE   0 0 58
AON PLC SHS CL A Stock G0403H108   648 2 SH   SOLE   0 0 2
APA CORPORATION COM Stock 03743Q108   26,386 642 SH   SOLE   0 0 642
APPLE INC Stock 037833100   4,443,387 25,953 SH   SOLE   0 0 25,953
AT&T INC COM Stock 00206R102   49,626 3,304 SH   SOLE   0 0 3,304
AUTODESK INC Stock 052769106   9,932 48 SH   SOLE   0 0 48
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   157,070 653 SH   SOLE   0 0 653
AVAGO TECHNOLOGIES LTD Stock 11135F101   46,512 56 SH   SOLE   0 0 56
AVANTIS ALL EQUITY MARKETS ETF ETF 025072232   156,670 2,664 SH   SOLE   0 0 2,664
AVANTIS EMERGING MARKETS EQUITY ETF ETF 025072604   588,714 11,152 SH   SOLE   0 0 11,152
AVANTIS U.S. SMALL CAP VALUE ETF ETF 025072877   22,048,781 282,858 SH   SOLE   0 0 282,858
BANK AMERICA CORP COM Stock 060505104   5,421 198 SH   SOLE   0 0 198
BANK NEW YORK MELLON CORP COM Stock 064058100   1,535 36 SH   SOLE   0 0 36
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   1,062,954 2 SH   SOLE   0 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   854,031 2,438 SH   SOLE   0 0 2,438
BOEING CO COM Stock 097023105   6,900 36 SH   SOLE   0 0 36
BOSTON SCIENTIFIC CORP Stock 101137107   11,616 220 SH   SOLE   0 0 220
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   84,158 1,450 SH   SOLE   0 0 1,450
CARRIER GLOBAL CORPORATION COM Stock 14448C104   104,604 1,895 SH   SOLE   0 0 1,895
CATERPILLAR INC COM Stock 149123101   62,244 228 SH   SOLE   0 0 228
CELANESE CORP DEL COM Stock 150870103   13,933 111 SH   SOLE   0 0 111
CENTENE CORP DEL COM Stock 15135B101   11,021 160 SH   SOLE   0 0 160
CHARLES SCHWAB CORP Stock 808513105   7,961 145 SH   SOLE   0 0 145
CHEVRON CORP NEW COM Stock 166764100   188,517 1,118 SH   SOLE   0 0 1,118
CIGNA CORP Stock 125523100   3,147 11 SH   SOLE   0 0 11
CISCO SYS INC Stock 17275R102   69,888 1,300 SH   SOLE   0 0 1,300
COCA COLA CO COM Stock 191216100   17,914 320 SH   SOLE   0 0 320
CONOCOPHILLIPS COM Stock 20825C104   2,636 22 SH   SOLE   0 0 22
CONSTELLATION ENERGY CORP COM Stock 21037T109   6,872 63 SH   SOLE   0 0 63
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308   27,937 406 SH   SOLE   0 0 406
COSTCO WHOLESALE CORP Stock 22160K105   185,872 329 SH   SOLE   0 0 329
CSX CORP COM Stock 126408103   10,455 340 SH   SOLE   0 0 340
CVS HEALTH CORP COM Stock 126650100   2,793 40 SH   SOLE   0 0 40
D R HORTON INC Stock 23331A109   42,988 400 SH   SOLE   0 0 400
DANAHER CORP Stock 235851102   16,127 65 SH   SOLE   0 0 65
DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF ETF 233051846   215 11 SH   SOLE   0 0 11
DEERE & CO COM Stock 244199105   16,982 45 SH   SOLE   0 0 45
DIMENSIONAL CORE FIXED INCOME ETF ETF 25434V872   21,585,395 534,689 SH   SOLE   0 0 534,689
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF ETF 25434V302   8,891,023 393,931 SH   SOLE   0 0 393,931
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF ETF 25434V682   133,695 4,549 SH   SOLE   0 0 4,549
DIMENSIONAL GLOBAL REAL ESTATE ETF ETF 25434V658   5,808,851 259,208 SH   SOLE   0 0 259,208
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF ETF 25434V674   642,602 12,889 SH   SOLE   0 0 12,889
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF ETF 25434V203   6,188 237 SH   SOLE   0 0 237
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF ETF 25434V690   42,146 1,468 SH   SOLE   0 0 1,468
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF ETF 25434V849   85,598 1,842 SH   SOLE   0 0 1,842
DIMENSIONAL U.S. CORE EQUITY 2 ETF ETF 25434V708   24,860,289 948,866 SH   SOLE   0 0 948,866
DIMENSIONAL US CORE EQUITY MARKET ETF ETF 25434V104   39,324 1,313 SH   SOLE   0 0 1,313
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF ETF 25434V716   125,768 4,533 SH   SOLE   0 0 4,533
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880   25,871,742 1,148,834 SH   SOLE   0 0 1,148,834
DISNEY WALT CO COM Stock 254687106   94,585 1,167 SH   SOLE   0 0 1,167
DOLBY LABORATORIES INC Stock 25659T107   1,427 18 SH   SOLE   0 0 18
DT MIDSTREAM INC COMMON STOCK Stock 23345M107   24,184 457 SH   SOLE   0 0 457
DTE ENERGY CO COM Stock 233331107   90,785 914 SH   SOLE   0 0 914
EATON CORP PLC SHS Stock G29183103   58,012 272 SH   SOLE   0 0 272
EATON VANCE RISK-MANAGED DIVER COM CEF 27829G106   36,050 4,694 SH   SOLE   0 0 4,694
ELI LILLY & CO COM Stock 532457108   26,319 49 SH   SOLE   0 0 49
EQUINIX INC COM REIT 29444U700   8,715 12 SH   SOLE   0 0 12
ETHO CLIMATE LEADERSHIP U.S. ETF ETF 26924G888   61,158 1,222 SH   SOLE   0 0 1,222
EXELON CORP COM Stock 30161N101   7,558 200 SH   SOLE   0 0 200
EXXON MOBIL CORP COM Stock 30231G102   172,843 1,470 SH   SOLE   0 0 1,470
FEDEX CORP Stock 31428X106   55,333 209 SH   SOLE   0 0 209
FIDELITY TOTAL BOND ETF ETF 316188309   54,058 1,241 SH   SOLE   0 0 1,241
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF ETF 33738R605   71,456 1,613 SH   SOLE   0 0 1,613
FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143   33,909 349 SH   SOLE   0 0 349
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND ETF 33735J101   34,398 531 SH   SOLE   0 0 531
FOX CORP CL A COM Stock 35137L105   624 20 SH   SOLE   0 0 20
GARMIN LTD Stock H2906T109   42,080 400 SH   SOLE   0 0 400
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107   3,198 47 SH   SOLE   0 0 47
GENERAC HLDGS INC COM Stock 368736104   2,942 27 SH   SOLE   0 0 27
GENERAL ELECTRIC CO COM NEW Stock 369604301   15,809 143 SH   SOLE   0 0 143
GOOGLE INC Stock 02079K305   311,447 2,380 SH   SOLE   0 0 2,380
HEALTH CARE PPTY INVS INC REIT 42250P103   3,856 210 SH   SOLE   0 0 210
HERSHEY CO COM Stock 427866108   69,960 350 SH   SOLE   0 0 350
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109   1,841 106 SH   SOLE   0 0 106
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203   3,004 20 SH   SOLE   0 0 20
HOME DEPOT Stock 437076102   501,134 1,659 SH   SOLE   0 0 1,659
HONEYWELL INTL INC Stock 438516106   95,200 515 SH   SOLE   0 0 515
HORIZON THERAPEUTICS PUB L SHS Stock G46188101   10,181 88 SH   SOLE   0 0 88
HP INC COM Stock 40434L105   5,294 206 SH   SOLE   0 0 206
HUNTSMAN CORP COM Stock 447011107   6,759 277 SH   SOLE   0 0 277
ICON PLC SHS Stock G4705A100   246 1 SH   SOLE   0 0 1
ILLINOIS TOOL WKS INC COM Stock 452308109   23,722 103 SH   SOLE   0 0 103
ILLUMINA INC Stock 452327109   10,296 75 SH   SOLE   0 0 75
INTEL CORP COM Stock 458140100   111,816 3,145 SH   SOLE   0 0 3,145
INTL BUSINESS MACHINES Stock 459200101   18,239 130 SH   SOLE   0 0 130
INVESCO BUYBACK ACHIEVERS ETF ETF 46137V308   33,739 375 SH   SOLE   0 0 375
INVESCO FTSE RAFI EMERGING MARKETS ETF ETF 46138E727   36 2 SH   SOLE   0 0 2
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   18,136 128 SH   SOLE   0 0 128
INVESCO S&P MIDCAP LOW VOLATILITY ETF ETF 46138E198   56,841 1,156 SH   SOLE   0 0 1,156
INVESCO SENIOR LOAN ETF ETF 46138G508   142,732 6,800 SH   SOLE   0 0 6,800
ISHARES AGGREGATE BOND ETF ETF 464287226   1,072,902 11,409 SH   SOLE   0 0 11,409
ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356   3,848,671 70,180 SH   SOLE   0 0 70,180
ISHARES CORE S&P MID-CAP ETF ETF 464287507   232,145 931 SH   SOLE   0 0 931
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   80,181 850 SH   SOLE   0 0 850
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243   281,365 11,837 SH   SOLE   0 0 11,837
ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516   22,191 321 SH   SOLE   0 0 321
ISHARES ESG AWARE MSCI USA ETF ETF 46435G425   14,462 154 SH   SOLE   0 0 154
ISHARES GLOBAL REIT ETF ETF 46434V647   266,213 12,575 SH   SOLE   0 0 12,575
ISHARES GOLD TRUST ETF ETF 464285204   245 7 SH   SOLE   0 0 7
ISHARES MSCI EAFE ETF ETF 464287465   221,785 3,218 SH   SOLE   0 0 3,218
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570   148,085 1,819 SH   SOLE   0 0 1,819
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   199,493 750 SH   SOLE   0 0 750
ISHARES RUSSELL 2000 ETF ETF 464287655   53,022 300 SH   SOLE   0 0 300
ISHARES RUSSELL MIDCAP ETF ETF 464287499   83,100 1,200 SH   SOLE   0 0 1,200
ISHARES S&P 500 GROWTH ETF ETF 464287309   13,684 200 SH   SOLE   0 0 200
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   14,737 204 SH   SOLE   0 0 204
ISHARES S&P SMALLCAP 600 GROWTH ETF ETF 464287887   11,407 104 SH   SOLE   0 0 104
ISHARES TIPS BOND ETF ETF 464287176   167,508 1,615 SH   SOLE   0 0 1,615
JOHNSON & JOHNSON COM Stock 478160104   44,545 286 SH   SOLE   0 0 286
JPMORGAN CHASE & CO COM Stock 46625H100   38,720 267 SH   SOLE   0 0 267
KENVUE INC COM Stock 49177J102   321 16 SH   SOLE   0 0 16
KLA-TENCOR CORP Stock 482480100   12,384 27 SH   SOLE   0 0 27
KYNDRYL HLDGS INC COMMON STOCK Stock 50155Q100   393 26 SH   SOLE   0 0 26
L3HARRIS TECHNOLOGIES INC COM Stock 502431109   210,685 1,210 SH   SOLE   0 0 1,210
LAS VEGAS SANDS CORP COM Stock 517834107   10,085 220 SH   SOLE   0 0 220
LIBERTY BROADBAND CORP COM SER A Stock 530307107   182 2 SH   SOLE   0 0 2
LIBERTY BROADBAND CORP COM SER C Stock 530307305   639 7 SH   SOLE   0 0 7
LOWES COS INC COM Stock 548661107   88,748 427 SH   SOLE   0 0 427
LSB INDS INC COM Stock 502160104   10 1 SH   SOLE   0 0 1
LULULEMON ATHLETICA INC COM Stock 550021109   202,445 525 SH   SOLE   0 0 525
MARSH & MCLENNAN COS INC COM Stock 571748102   6,661 35 SH   SOLE   0 0 35
MARTIN MARIETTA MATLS INC COM Stock 573284106   7,389 18 SH   SOLE   0 0 18
MASTERCARD INC Stock 57636Q104   32,465 82 SH   SOLE   0 0 82
MCDONALDS CORP COM Stock 580135101   218,168 828 SH   SOLE   0 0 828
MERCK & CO INC Stock 58933Y105   86,787 843 SH   SOLE   0 0 843
META PLATFORMS INC CL A Stock 30303M102   48,934 163 SH   SOLE   0 0 163
MICRON TECHNOLOGY Stock 595112103   26,532 390 SH   SOLE   0 0 390
MICROSOFT Stock 594918104   1,106,161 3,503 SH   SOLE   0 0 3,503
MONDELEZ INTL INC CL A Stock 609207105   78,700 1,134 SH   SOLE   0 0 1,134
MOODYS CORP COM Stock 615369105   316 1 SH   SOLE   0 0 1
MORGAN STANLEY Stock 617446448   5,880 72 SH   SOLE   0 0 72
NEOGEN CORP COM Stock 640491106   111 6 SH   SOLE   0 0 6
NETEASE.COM INC SPONSORED ADR ADR 64110W102   1,002 10 SH   SOLE   0 0 10
NEXTERA ENERGY INC COM Stock 65339F101   17,874 312 SH   SOLE   0 0 312
NIKE INC CLASS B Stock 654106103   53,069 555 SH   SOLE   0 0 555
NORFOLK SOUTHERN CRP Stock 655844108   6,893 35 SH   SOLE   0 0 35
NOVARTIS AG ADR ADR 66987V109   11,408 112 SH   SOLE   0 0 112
NUVEEN CA QUALTY MUN INCOME FD COM CEF 67066Y105   12,796 1,326 SH   SOLE   0 0 1,326
NUVEEN ESG EMERGING MARKETS EQUITY ETF ETF 67092P888   29,235 1,115 SH   SOLE   0 0 1,115
NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF ETF 67092P805   49,121 1,798 SH   SOLE   0 0 1,798
NUVEEN ESG SMALL-CAP ETF ETF 67092P607   18,037 518 SH   SOLE   0 0 518
NVIDIA CORP Stock 67066G104   678,584 1,560 SH   SOLE   0 0 1,560
ORACLE CORPORATION Stock 68389X105   18,006 170 SH   SOLE   0 0 170
OREILLY AUTOMOTIVE INC COM Stock 67103H107   2,727 3 SH   SOLE   0 0 3
ORGANON & CO COMMON STOCK Stock 68622V106   608 35 SH   SOLE   0 0 35
ORION OFFICE REIT INC COM REIT 68629Y103   115 22 SH   SOLE   0 0 22
OTIS WORLDWIDE CORP COM Stock 68902V107   76,054 947 SH   SOLE   0 0 947
PACWEST BANCORP DEL COM Stock 695263103   1,511 191 SH   SOLE   0 0 191
PALO ALTO NETWORKS INC COM Stock 697435105   3,985 17 SH   SOLE   0 0 17
PAYCHEX INC COM Stock 704326107   8,073 70 SH   SOLE   0 0 70
PFIZER INC COM Stock 717081103   76,158 2,296 SH   SOLE   0 0 2,296
PIMCO ENHANCED SHORT MATURITY ETF ETF 72201R833   1,181,652 11,800 SH   SOLE   0 0 11,800
PINNACLE WEST CAP CORP COM Stock 723484101   85,174 1,156 SH   SOLE   0 0 1,156
POWERSHARES FTSE RAFI US 1000 ETF 46137V613   5,846,196 183,727 SH   SOLE   0 0 183,727
POWERSHARES FTSE RAFI US 1500 S/M PT ETF 46137V597   763,769 23,152 SH   SOLE   0 0 23,152
POWERSHARES QQQ TR ETF 46090E103   5,374 15 SH   SOLE   0 0 15
PROCTER AND GAMBLE CO COM Stock 742718109   123,981 850 SH   SOLE   0 0 850
PROGRESSIVE CORP COM Stock 743315103   4,458 32 SH   SOLE   0 0 32
PROLOGIS INC. COM REIT 74340W103   6,733 60 SH   SOLE   0 0 60
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467   35,066 396 SH   SOLE   0 0 396
QUALCOMM INC Stock 747525103   494,439 4,452 SH   SOLE   0 0 4,452
REALTY INCOME CORP REIT 756109104   11,237 225 SH   SOLE   0 0 225
RTX CORPORATION COM Stock 75513E101   129,978 1,806 SH   SOLE   0 0 1,806
RXSIGHT INC COM Stock 78349D107   89,806 3,220 SH   SOLE   0 0 3,220
S&P GLOBAL INC COM Stock 78409V104   15,713 43 SH   SOLE   0 0 43
SCHLUMBERGER LTD COM STK Stock 806857108   2,332 40 SH   SOLE   0 0 40
SCHWAB 5-10 YEAR CORPORATE BOND ETF ETF 808524698   2,194 52 SH   SOLE   0 0 52
SCHWAB EMERGING MARKET EQ ETF ETF 808524706   958 40 SH   SOLE   0 0 40
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF ETF 808524730   1,783 68 SH   SOLE   0 0 68
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF ETF 808524755   1,330 42 SH   SOLE   0 0 42
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF ETF 808524748   1,028 32 SH   SOLE   0 0 32
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF ETF 808524771   2,631 47 SH   SOLE   0 0 47
SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF ETF 808524763   1,940 40 SH   SOLE   0 0 40
SCHWAB INTERMEDIATE-TERM US TREASURY ETF ETF 808524854   1,246 26 SH   SOLE   0 0 26
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   1,053 31 SH   SOLE   0 0 31
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF ETF 808524888   742 23 SH   SOLE   0 0 23
SCHWAB U.S. BROAD MARKET ETF ETF 808524102   196,110 3,934 SH   SOLE   0 0 3,934
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   1,872 37 SH   SOLE   0 0 37
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300   33,194 456 SH   SOLE   0 0 456
SCHWAB U.S. REIT ETF ETF 808524847   249 14 SH   SOLE   0 0 14
SCHWAB U.S. SMALL-CAP ETF ETF 808524607   994 24 SH   SOLE   0 0 24
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   3,609 51 SH   SOLE   0 0 51
SCHWAB US TIPS ETF ETF 808524870   505 10 SH   SOLE   0 0 10
SEMPRA ENERGY Stock 816851109   123,551 1,816 SH   SOLE   0 0 1,816
SIMON PROPERTY GROUP INC REIT 828806109   3,565 33 SH   SOLE   0 0 33
SNAP INC CL A Stock 83304A106   17,000 1,908 SH   SOLE   0 0 1,908
SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF ETF 78464A391   496 25 SH   SOLE   0 0 25
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889   15,474 499 SH   SOLE   0 0 499
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 78464A805   38,370 731 SH   SOLE   0 0 731
SPDR S&P 500 ETF ETF 78462F103   300,518 703 SH   SOLE   0 0 703
STARBUCKS CORP Stock 855244109   66,262 726 SH   SOLE   0 0 726
STRYKER CORP Stock 863667101   19,402 71 SH   SOLE   0 0 71
SUNCOR ENERGY INC NEW COM Stock 867224107   8,836 257 SH   SOLE   0 0 257
SYLVAMO CORP COMMON STOCK Stock 871332102   4,789 109 SH   SOLE   0 0 109
SYNCHRONY FINANCIAL COM Stock 87165B103   11,922 390 SH   SOLE   0 0 390
TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109   308,858 2,200 SH   SOLE   0 0 2,200
TARGET CORP COM Stock 87612E106   6,570 59 SH   SOLE   0 0 59
TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803   45,081 275 SH   SOLE   0 0 275
TESLA INC COM Stock 88160R101   370,075 1,479 SH   SOLE   0 0 1,479
TEXAS INSTRS INC COM Stock 882508104   9,859 62 SH   SOLE   0 0 62
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   14,679 29 SH   SOLE   0 0 29
TJX COS INC NEW COM Stock 872540109   16,887 190 SH   SOLE   0 0 190
T-MOBILE US INC COM Stock 872590104   28,710 205 SH   SOLE   0 0 205
TOYOTA MOTOR CORP ADS ADR 892331307   7,010 39 SH   SOLE   0 0 39
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   10,348 51 SH   SOLE   0 0 51
UNION PAC CORP COM Stock 907818108   28,712 141 SH   SOLE   0 0 141
UNITEDHEALTH GROUP Stock 91324P102   80,670 160 SH   SOLE   0 0 160
VALERO ENERGY CORP Stock 91913Y100   21,257 150 SH   SOLE   0 0 150
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858   55,443 1,414 SH   SOLE   0 0 1,414
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF ETF 922042676   39 1 SH   SOLE   0 0 1
VANGUARD HIGH DIVIDEND YIELD ETF 921946406   42,671 413 SH   SOLE   0 0 413
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702   26,969 65 SH   SOLE   0 0 65
VANGUARD MORTGAGE-BACKED SECURITIES ETF ETF 92206C771   3,152 72 SH   SOLE   0 0 72
VANGUARD SMALL CAP VALUE ETF ETF 922908611   11,324 71 SH   SOLE   0 0 71
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746   832,322 17,304 SH   SOLE   0 0 17,304
VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768   92,322 1,725 SH   SOLE   0 0 1,725
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   1,123,861 5,291 SH   SOLE   0 0 5,291
VERIZON COMMUNICATIONS Stock 92343V104   16,205 500 SH   SOLE   0 0 500
VERTEX PHARMACEUTICALS INC COM Stock 92532F100   8,346 24 SH   SOLE   0 0 24
VIASAT INC Stock 92552V100   5,889 319 SH   SOLE   0 0 319
VIATRIS INC COM Stock 92556V106   434 44 SH   SOLE   0 0 44
VISA INC Stock 92826C839   327,764 1,425 SH   SOLE   0 0 1,425
VOYA FINANCIAL INC COM Stock 929089100   12,626 190 SH   SOLE   0 0 190
WALMART INC COM Stock 931142103   134,501 841 SH   SOLE   0 0 841
WARNER BROS DISCOVERY INC COM SER A Stock 934423104   6,701 617 SH   SOLE   0 0 617
WISDOMTREE INTERNATIONAL EQUITY FUND ETF 97717W703   26,061 539 SH   SOLE   0 0 539
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF ETF 233051432   237 7 SH   SOLE   0 0 7
ZIMMER HLDGS INC Stock 98956P102   22,220 198 SH   SOLE   0 0 198
ZIMVIE INC COM Stock 98888T107   179 19 SH   SOLE   0 0 19
ZOETIS INC CL A Stock 98978V103   4,871 28 SH   SOLE   0 0 28