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
ALPHABET INC CAP STK CL A 02079K305   485,607 3,140 SH   SOLE 0 0 0 3,140
ALPHABET INC CAP STK CL C 02079K107   918,974 5,882 SH   SOLE 0 0 0 5,882
AMAZON COM INC COM 023135106   712,524 3,745 SH   SOLE 0 0 0 3,745
APPLE INC COM 037833100   3,051,382 13,737 SH   SOLE 0 0 0 13,737
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,002,235 3,760 SH   SOLE 0 0 0 3,760
CBIZ INC COM 124805102   663,168 8,742 SH   SOLE 0 0 0 8,742
COCA COLA CO COM 191216100   267,825 3,740 SH   SOLE 0 0 0 3,740
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   4,943,615 128,606 SH   SOLE 0 0 0 128,606
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   4,820,041 154,340 SH   SOLE 0 0 0 154,340
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   1,725,359 28,528 SH   SOLE 0 0 0 28,528
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   776,873 13,002 SH   SOLE 0 0 0 13,002
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   245,183 10,315 SH   SOLE 0 0 0 10,315
DISNEY WALT CO COM 254687106   263,323 2,668 SH   SOLE 0 0 0 2,668
ELI LILLY & CO COM 532457108   223,967 271 SH   SOLE 0 0 0 271
HCA HEALTHCARE INC COM 40412C101   276,440 800 SH   SOLE 0 0 0 800
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420   240,695 5,093 SH   SOLE 0 0 0 5,093
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,036,776 11,758 SH   SOLE 0 0 0 11,758
INVESCO QQQ TR UNIT SER 1 46090E103   601,511 1,283 SH   SOLE 0 0 0 1,283
ISHARES TR CORE S&P MCP ETF 464287507   1,310,946 22,467 SH   SOLE 0 0 0 22,467
ISHARES TR CORE S&P500 ETF 464287200   1,078,419 1,919 SH   SOLE 0 0 0 1,919
ISHARES TR U.S. TECH ETF 464287721   561,721 4,000 SH   SOLE 0 0 0 4,000
ISHARES TR SELECT DIVID ETF 464287168   1,054,165 7,850 SH   SOLE 0 0 0 7,850
ISHARES TR ISHS 1-5YR INVS 464288646   565,488 10,798 SH   SOLE 0 0 0 10,798
ISHARES TR PFD AND INCM SEC 464288687   310,926 10,118 SH   SOLE 0 0 0 10,118
ISHARES TR ISHS 5-10YR INVT 464288638   39,716,943 756,225 SH   SOLE 0 0 0 756,225
ISHARES TR US TREAS BD ETF 46429B267   23,831,047 1,036,809 SH   SOLE 0 0 0 1,036,809
ISHARES TR BROAD USD HIGH 46435U853   2,874,923 78,102 SH   SOLE 0 0 0 78,102
JOHNSON & JOHNSON COM 478160104   593,031 3,576 SH   SOLE 0 0 0 3,576
JPMORGAN CHASE & CO. COM 46625H100   406,707 1,658 SH   SOLE 0 0 0 1,658
LIVEPERSON INC COM 538146101   53,861 67,402 SH   SOLE 0 0 0 67,402
MARRIOTT INTL INC NEW CL A 571903202   420,058 1,763 SH   SOLE 0 0 0 1,763
MICROSOFT CORP COM 594918104   678,771 1,808 SH   SOLE 0 0 0 1,808
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   527,478 13,758 SH   SOLE 0 0 0 13,758
NVIDIA CORPORATION COM 67066G104   1,510,965 13,941 SH   SOLE 0 0 0 13,941
PAYCHEX INC COM 704326107   302,679 1,962 SH   SOLE 0 0 0 1,962
PEPSICO INC COM 713448108   446,128 2,975 SH   SOLE 0 0 0 2,975
PIMCO CORPORATE & INCOME OPP COM 72201B101   334,214 23,113 SH   SOLE 0 0 0 23,113
PROCTER AND GAMBLE CO COM 742718109   243,845 1,431 SH   SOLE 0 0 0 1,431
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   18,530,509 860,683 SH   SOLE 0 0 0 860,683
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   6,123,561 261,356 SH   SOLE 0 0 0 261,356
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   29,396,901 1,105,978 SH   SOLE 0 0 0 1,105,978
SCHWAB STRATEGIC TR US REIT ETF 808524847   205,045 9,533 SH   SOLE 0 0 0 9,533
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   4,650,384 22,522 SH   SOLE 0 0 0 22,522
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,419,655 9,723 SH   SOLE 0 0 0 9,723
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,499,941 2,681 SH   SOLE 0 0 0 2,681
SPDR SER TR PORTFOLIO INTRMD 78464A375   47,272,607 1,422,160 SH   SOLE 0 0 0 1,422,160
US BANCORP DEL COM NEW 902973304   329,949 7,815 SH   SOLE 0 0 0 7,815
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   240,435 1,498 SH   SOLE 0 0 0 1,498
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   4,406,444 48,668 SH   SOLE 0 0 0 48,668
VANGUARD INDEX FDS GROWTH ETF 922908736   10,677,350 28,794 SH   SOLE 0 0 0 28,794
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   16,114,863 31,357 SH   SOLE 0 0 0 31,357
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   878,792 7,579 SH   SOLE 0 0 0 7,579
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   471,117 5,841 SH   SOLE 0 0 0 5,841
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   47,264,393 578,087 SH   SOLE 0 0 0 578,087
VANGUARD STAR FDS VG TL INTL STK F 921909768   10,339,099 166,491 SH   SOLE 0 0 0 166,491
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   670,473 13,191 SH   SOLE 0 0 0 13,191
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   4,041,987 31,343 SH   SOLE 0 0 0 31,343
WALMART INC COM 931142103   263,370 3,000 SH   SOLE 0 0 0 3,000
WELLTOWER INC COM 95040Q104   983,915 6,422 SH   SOLE 0 0 0 6,422