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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ISHARES INC MSCI JPN ETF NEW 46434G822   2 31 SH   SOLE   0 0 31
ISHARES TR CORE S&P MCP ETF 464287507   4 80 SH   SOLE   0 0 80
ISHARES TR CORE S&P SCP ETF 464287804   42 403 SH   SOLE   0 0 403
ISHARES TR CORE S&P500 ETF 464287200   3,076 5,475 SH   SOLE   0 0 5,475
ISHARES TR RUSSELL 2000 ETF 464287655   29 150 SH   SOLE   0 0 150
ISHARES TR RUS 2000 VAL ETF 464287630   98 655 SH   SOLE   0 0 655
AMAZON COM INC COM 023135106   74 393 SH   SOLE   0 0 393
BRISTOL-MYERS SQUIBB CO COM 110122108   24 400 SH   SOLE   0 0 400
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   26 50 SH   SOLE   0 0 50
BOEING CO COM 097023105   68 401 SH   SOLE   0 0 401
REALTY INCOME CORP COM 756109104   11 200 SH   SOLE   0 0 200
ONEOK INC NEW COM 682680103   72 726 SH   SOLE   0 0 726
INVESCO QQQ TR UNIT SER 1 46090E103   7 15 SH   SOLE   0 0 15
AMGEN INC COM 031162100   629 2,019 SH   SOLE   0 0 2,019
FEDEX CORP COM 31428X106   12 50 SH   SOLE   0 0 50
INTEL CORP COM 458140100   4 200 SH   SOLE   0 0 200
DISNEY WALT CO COM 254687106   21 213 SH   SOLE   0 0 213
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 409735206   6 200 SH   SOLE   0 0 200
JOHNSON & JOHNSON COM 478160104   12 75 SH   SOLE   0 0 75
PFIZER INC COM 717081103   22 880 SH   SOLE   0 0 880
EDISON INTL COM 281020107   89 1,519 SH   SOLE   0 0 1,519
LOWES COS INC COM 548661107   19 83 SH   SOLE   0 0 83
CHEVRON CORP NEW COM 166764100   39 234 SH   SOLE   0 0 234
MICROSOFT CORP COM 594918104   87 232 SH   SOLE   0 0 232
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   2 238 SH   SOLE   0 0 238
AT&T INC COM 00206R102   134 4,766 SH   SOLE   0 0 4,766
TRUIST FINL CORP COM 89832Q109   24 600 SH   SOLE   0 0 600
CISCO SYS INC COM 17275R102   27 440 SH   SOLE   0 0 440
INTERNATIONAL BUSINESS MACHS COM 459200101   9 40 SH   SOLE   0 0 40
LOCKHEED MARTIN CORP COM 539830109   56 127 SH   SOLE   0 0 127
VERIZON COMMUNICATIONS INC COM 92343V104   18 418 SH   SOLE   0 0 418
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1 12 SH   SOLE   0 0 12
ISHARES TR EXPND TEC SC ETF 464287549   48 540 SH   SOLE   0 0 540
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   13 69 SH   SOLE   0 0 69
STARBUCKS CORP COM 855244109   11 120 SH   SOLE   0 0 120
EXXON MOBIL CORP COM 30231G102   127 1,074 SH   SOLE   0 0 1,074
WABTEC COM 929740108   2 13 SH   SOLE   0 0 13
TARGET CORP COM 87612E106   2 21 SH   SOLE   0 0 21
COLGATE PALMOLIVE CO COM 194162103   206 2,200 SH   SOLE   0 0 2,200
ELI LILLY & CO COM 532457108   83 101 SH   SOLE   0 0 101
DOMINION ENERGY INC COM 25746U109   30 550 SH   SOLE   0 0 550
MERCK & CO INC COM 58933Y105   5 65 SH   SOLE   0 0 65
PROCTER AND GAMBLE CO COM 742718109   31 187 SH   SOLE   0 0 187
GE AEROSPACE COM NEW 369604301   67 337 SH   SOLE   0 0 337
KIMBERLY-CLARK CORP COM 494368103   21 150 SH   SOLE   0 0 150
HOME DEPOT INC COM 437076102   27 75 SH   SOLE   0 0 75
JPMORGAN CHASE & CO. COM 46625H100   174 711 SH   SOLE   0 0 711
MONDELEZ INTL INC CL A 609207105   10 157 SH   SOLE   0 0 157
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   33 108 SH   SOLE   0 0 108
ZIMMER BIOMET HOLDINGS INC COM 98956P102   4 40 SH   SOLE   0 0 40
RTX CORPORATION COM 75513E101   146 1,109 SH   SOLE   0 0 1,109
INTUIT COM 461202103   0 1 SH   SOLE   0 0 1
MARRIOTT INTL INC NEW CL A 571903202   38 160 SH   SOLE   0 0 160
COMCAST CORP NEW CL A 20030N101   10 288 SH   SOLE   0 0 288
HOST HOTELS & RESORTS INC COM 44107P104   0 62 SH   SOLE   0 0 62
WELLTOWER INC COM 95040Q104   9 60 SH   SOLE   0 0 60
NEXTERA ENERGY INC COM 65339F101   2 42 SH   SOLE   0 0 42
CONSTELLATION BRANDS INC CL A 21036P108   1 10 SH   SOLE   0 0 10
CONOCOPHILLIPS COM 20825C104   63 600 SH   SOLE   0 0 600
APPLE INC COM 037833100   2,232 10,049 SH   SOLE   0 0 10,049
AMERICAN WTR WKS CO INC NEW COM 030420103   11 75 SH   SOLE   0 0 75
INTERNATIONAL PAPER CO COM 460146103   11 224 SH   SOLE   0 0 224
KINDER MORGAN INC DEL COM 49456B101   1 41 SH   SOLE   0 0 41
SUNCOR ENERGY INC NEW COM 867224107   16 420 SH   SOLE   0 0 420
ISHARES TR MSCI EMG MKT ETF 464287234   31 732 SH   SOLE   0 0 732
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   9 56 SH   SOLE   0 0 56
CHUBB LIMITED COM H1467J104   15 50 SH   SOLE   0 0 50
ECOLAB INC COM 278865100   34 135 SH   SOLE   0 0 135
ISHARES TR EXPANDED TECH 464287515   1 20 SH   SOLE   0 0 20
PUBLIC STORAGE OPER CO COM 74460D109   59 200 SH   SOLE   0 0 200
AES CORP COM 00130H105   1 135 SH   SOLE   0 0 135
OCCIDENTAL PETE CORP COM 674599105   1 31 SH   SOLE   0 0 31
GENERAL DYNAMICS CORP COM 369550108   0 3 SH   SOLE   0 0 3
HF SINCLAIR CORP COM 403949100   3 100 SH   SOLE   0 0 100
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   41 488 SH   SOLE   0 0 488
SOUTHERN CO COM 842587107   18 200 SH   SOLE   0 0 200
BERKSHIRE HATHAWAY INC DEL CL A 084670108   798 1 SH   SOLE   0 0 1
THE CIGNA GROUP COM 125523100   0 3 SH   SOLE   0 0 3
WESTERN DIGITAL CORP COM 958102105   0 18 SH   SOLE   0 0 18
VALERO ENERGY CORP COM 91913Y100   660 5,000 SH   SOLE   0 0 5,000
ROCKWELL AUTOMATION INC COM 773903109   91 353 SH   SOLE   0 0 353
D R HORTON INC COM 23331A109   131 1,033 SH   SOLE   0 0 1,033
ISHARES TR CORE US AGGBD ET 464287226   56 570 SH   SOLE   0 0 570
NVIDIA CORPORATION COM 67066G104   277 2,557 SH   SOLE   0 0 2,557
ISHARES TR MORNINGSTAR VALU 464288109   113 1,395 SH   SOLE   0 0 1,395
KB HOME COM 48666K109   270 4,652 SH   SOLE   0 0 4,652
UNITED RENTALS INC COM 911363109   1 3 SH   SOLE   0 0 3
HARTFORD INSURANCE GROUP INC COM 416515104   24 200 SH   SOLE   0 0 200
ENTERPRISE PRODS PARTNERS L COM 293792107   141 4,147 SH   SOLE   0 0 4,147
TOLL BROTHERS INC COM 889478103   123 1,171 SH   SOLE   0 0 1,171
POLARIS INC COM 731068102   1 27 SH   SOLE   0 0 27
LIBERTY ALL-STAR GROWTH FD I COM 529900102   0 35 SH   SOLE   0 0 35
ALPHABET INC CAP STK CL A 02079K305   48 311 SH   SOLE   0 0 311
VANGUARD INDEX FDS VALUE ETF 922908744   7 45 SH   SOLE   0 0 45
VANGUARD INDEX FDS SM CP VAL ETF 922908611   6 37 SH   SOLE   0 0 37
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1 19 SH   SOLE   0 0 19
INTUITIVE SURGICAL INC COM NEW 46120E602   324 655 SH   SOLE   0 0 655
VANGUARD INDEX FDS SMALL CP ETF 922908751   21 97 SH   SOLE   0 0 97
PARKER-HANNIFIN CORP COM 701094104   2 4 SH   SOLE   0 0 4
THERMO FISHER SCIENTIFIC INC COM 883556102   32 65 SH   SOLE   0 0 65
ISHARES TR EAFE VALUE ETF 464288877   79 1,348 SH   SOLE   0 0 1,348
MASTERCARD INCORPORATED CL A 57636Q104   35 64 SH   SOLE   0 0 64
ISHARES TR US AER DEF ETF 464288760   2 15 SH   SOLE   0 0 15
COMPASS DIVERSIFIED SH BEN INT 20451Q104   8 440 SH   SOLE   0 0 440
WISDOMTREE TR JAPN HEDGE EQT 97717W851   4 44 SH   SOLE   0 0 44
ISHARES TR ISHS 1-5YR INVS 464288646   205 3,919 SH   SOLE   0 0 3,919
THE ARENA GROUP HOLDINGS INC COM 040044109   0 19 SH   SOLE   0 0 19
SPDR SER TR NUVEEN BLMBRG MU 78468R721   9 200 SH   SOLE   0 0 200
ISHARES TR JPMORGAN USD EMG 464288281   0 8 SH   SOLE   0 0 8
VISA INC COM CL A 92826C839   59 170 SH   SOLE   0 0 170
SPDR SER TR PORTFOLIO LN TSR 78464A664   3 111 SH   SOLE   0 0 111
SEACOAST BKG CORP FLA COM NEW 811707801   309 12,017 SH   SOLE   0 0 12,017
WARNER BROS DISCOVERY INC COM SER A 934423104   12 1,152 SH   SOLE   0 0 1,152
INDEPENDENCE RLTY TR INC COM 45378A106   8 422 SH   SOLE   0 0 422
WASTE CONNECTIONS INC COM 94106B101   1 6 SH   SOLE   0 0 6
BROADCOM INC COM 11135F101   3 20 SH   SOLE   0 0 20
FORTINET INC COM 34959E109   1 15 SH   SOLE   0 0 15
TESLA INC COM 88160R101   24 93 SH   SOLE   0 0 93
SCHWAB STRATEGIC TR US TIPS ETF 808524870   0 9 SH   SOLE   0 0 9
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   58 114 SH   SOLE   0 0 114
TARGA RES CORP COM 87612G101   2 11 SH   SOLE   0 0 11
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   0 7 SH   SOLE   0 0 7
PHILLIPS 66 COM 718546104   24 200 SH   SOLE   0 0 200
META PLATFORMS INC CL A 30303M102   1,239 2,150 SH   SOLE   0 0 2,150
CLEARSIGN TECHNOLOGIES CORP COM 185064102   0 23 SH   SOLE   0 0 23
SERVICENOW INC COM 81762P102   2 3 SH   SOLE   0 0 3
PALO ALTO NETWORKS INC COM 697435105   1 10 SH   SOLE   0 0 10
ISHARES INC CORE MSCI EMKT 46434G103   5 97 SH   SOLE   0 0 97
ISHARES TR CORE MSCI EAFE 46432F842   17 229 SH   SOLE   0 0 229
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   0 1 SH   SOLE   0 0 1
ABBVIE INC COM 00287Y109   104 500 SH   SOLE   0 0 500
ZOETIS INC CL A 98978V103   30 185 SH   SOLE   0 0 185
THE MARYGOLD COMPANIES INC COM 57403M104   0 200 SH   SOLE   0 0 200
T-MOBILE US INC COM 872590104   0 3 SH   SOLE   0 0 3
NEWS CORP NEW CL A 65249B109   2 104 SH   SOLE   0 0 104
ISHARES TR MSCI USA QLT FCT 46432F339   108 634 SH   SOLE   0 0 634
ALPHABET INC CAP STK CL C 02079K107   312 2,000 SH   SOLE   0 0 2,000
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   0 54 SH   SOLE   0 0 54
ISHARES TR MSCI INTL QUALTY 46434V456   34 880 SH   SOLE   0 0 880
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846   1 21 SH   SOLE   0 0 21
DBX ETF TR XTRACK USD HIGH 233051432   0 10 SH   SOLE   0 0 10
VANGUARD WORLD FD ESG US STK ETF 921910733   19 200 SH   SOLE   0 0 200
LINDE PLC SHS G54950103   53 115 SH   SOLE   0 0 115
UTZ BRANDS INC COM CL A 918090101   5 420 SH   SOLE   0 0 420
FOX CORP CL A COM 35137L105   7 138 SH   SOLE   0 0 138
AMERICAN CENTY ETF TR US SML CP VALU 025072877   2,628 30,151 SH   SOLE   0 0 30,151
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802   1,274 18,280 SH   SOLE   0 0 18,280
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   1,573 26,155 SH   SOLE   0 0 26,155
CARRIER GLOBAL CORPORATION COM 14448C104   3 50 SH   SOLE   0 0 50
OTIS WORLDWIDE CORP COM 68902V107   2 25 SH   SOLE   0 0 25
AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687   1,224 26,191 SH   SOLE   0 0 26,191
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   8,842 230,022 SH   SOLE   0 0 230,022
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   3,081 119,008 SH   SOLE   0 0 119,008
ORGANON & CO COMMON STOCK 68622V106   0 6 SH   SOLE   0 0 6
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   13 227 SH   SOLE   0 0 227
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   432 13,096 SH   SOLE   0 0 13,096
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   8,300 138,914 SH   SOLE   0 0 138,914
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   11,857 230,287 SH   SOLE   0 0 230,287
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   15,374 390,610 SH   SOLE   0 0 390,610
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880   86 3,319 SH   SOLE   0 0 3,319
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349   4,018 61,629 SH   SOLE   0 0 61,629
AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364   3,207 56,585 SH   SOLE   0 0 56,585
SYLVAMO CORP COMMON STOCK 871332102   0 11 SH   SOLE   0 0 11
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   716 15,085 SH   SOLE   0 0 15,085
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872   4,037 95,986 SH   SOLE   0 0 95,986
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849   194 4,082 SH   SOLE   0 0 4,082
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   455 13,735 SH   SOLE   0 0 13,735
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   7,627 270,971 SH   SOLE   0 0 270,971
ZIMVIE INC COM 98888T107   0 2 SH   SOLE   0 0 2
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   3,214 119,323 SH   SOLE   0 0 119,323
DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781   3,195 109,751 SH   SOLE   0 0 109,751
DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773   2,902 112,312 SH   SOLE   0 0 112,312
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724   13,441 326,182 SH   SOLE   0 0 326,182
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232   11 155 SH   SOLE   0 0 155
DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682   1,169 34,734 SH   SOLE   0 0 34,734
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   9 112 SH   SOLE   0 0 112
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633   98 1,990 SH   SOLE   0 0 1,990
DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591   2,186 43,104 SH   SOLE   0 0 43,104
GE VERNOVA INC COM 36828A101   25 84 SH   SOLE   0 0 84