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   622,882 3,140 SH   SOLE 0 0 0 3,140
ALPHABET INC CAP STK CL C 02079K107   1,176,604 5,882 SH   SOLE 0 0 0 5,882
AMAZON COM INC COM 023135106   886,928 3,774 SH   SOLE 0 0 0 3,774
APPLE INC COM 037833100   3,095,458 13,830 SH   SOLE 0 0 0 13,830
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,731,287 3,760 SH   SOLE 0 0 0 3,760
CBIZ INC COM 124805102   741,322 8,742 SH   SOLE 0 0 0 8,742
COCA COLA CO COM 191216100   231,028 3,740 SH   SOLE 0 0 0 3,740
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   3,843,808 91,476 SH   SOLE 0 0 0 91,476
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   4,696,026 156,274 SH   SOLE 0 0 0 156,274
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   1,898,784 28,696 SH   SOLE 0 0 0 28,696
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   813,605 12,018 SH   SOLE 0 0 0 12,018
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   239,922 10,315 SH   SOLE 0 0 0 10,315
DISNEY WALT CO COM 254687106   293,451 2,697 SH   SOLE 0 0 0 2,697
ELI LILLY & CO COM 532457108   204,329 271 SH   SOLE 0 0 0 271
HCA HEALTHCARE INC COM 40412C101   255,608 800 SH   SOLE 0 0 0 800
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420   255,618 5,093 SH   SOLE 0 0 0 5,093
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,146,417 11,827 SH   SOLE 0 0 0 11,827
INVESCO QQQ TR UNIT SER 1 46090E103   680,205 1,280 SH   SOLE 0 0 0 1,280
ISHARES TR CORE S&P MCP ETF 464287507   1,565,730 23,912 SH   SOLE 0 0 0 23,912
ISHARES TR CORE S&P500 ETF 464287200   1,215,606 1,995 SH   SOLE 0 0 0 1,995
ISHARES TR U.S. TECH ETF 464287721   280,036 1,688 SH   SOLE 0 0 0 1,688
ISHARES TR SELECT DIVID ETF 464287168   1,045,548 7,802 SH   SOLE 0 0 0 7,802
ISHARES TR ISHS 1-5YR INVS 464288646   614,794 11,866 SH   SOLE 0 0 0 11,866
ISHARES TR PFD AND INCM SEC 464288687   320,127 10,007 SH   SOLE 0 0 0 10,007
ISHARES TR ISHS 5-10YR INVT 464288638   38,500,911 746,576 SH   SOLE 0 0 0 746,576
ISHARES TR US TREAS BD ETF 46429B267   22,626,130 1,006,500 SH   SOLE 0 0 0 1,006,500
ISHARES TR BROAD USD HIGH 46435U853   2,520,944 67,749 SH   SOLE 0 0 0 67,749
JOHNSON & JOHNSON COM 478160104   449,437 3,094 SH   SOLE 0 0 0 3,094
JPMORGAN CHASE & CO. COM 46625H100   435,789 1,658 SH   SOLE 0 0 0 1,658
LIVEPERSON INC COM 538146101   96,385 67,402 SH   SOLE 0 0 0 67,402
MARRIOTT INTL INC NEW CL A 571903202   424,111 1,512 SH   SOLE 0 0 0 1,512
MICROSOFT CORP COM 594918104   812,060 1,820 SH   SOLE 0 0 0 1,820
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   566,974 13,025 SH   SOLE 0 0 0 13,025
NVIDIA CORPORATION COM 67066G104   2,100,507 14,282 SH   SOLE 0 0 0 14,282
PAYCHEX INC COM 704326107   284,032 1,962 SH   SOLE 0 0 0 1,962
PEPSICO INC COM 713448108   440,623 2,975 SH   SOLE 0 0 0 2,975
PIMCO CORPORATE & INCOME OPP COM 72201B101   335,601 23,113 SH   SOLE 0 0 0 23,113
PROCTER AND GAMBLE CO COM 742718109   235,718 1,431 SH   SOLE 0 0 0 1,431
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   17,702,309 752,010 SH   SOLE 0 0 0 752,010
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   6,544,423 243,378 SH   SOLE 0 0 0 243,378
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   34,600,222 1,278,176 SH   SOLE 0 0 0 1,278,176
SCHWAB STRATEGIC TR US REIT ETF 808524847   200,968 9,529 SH   SOLE 0 0 0 9,529
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   5,624,060 23,299 SH   SOLE 0 0 0 23,299
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,822,867 19,854 SH   SOLE 0 0 0 19,854
SPDR S&P 500 ETF TR TR UNIT 78462F103   365,844 603 SH   SOLE 0 0 0 603
SPDR SER TR PORTFOLIO INTRMD 78464A375   45,646,522 1,391,238 SH   SOLE 0 0 0 1,391,238
TESLA INC COM 88160R101   231,631 558 SH   SOLE 0 0 0 558
US BANCORP DEL COM NEW 902973304   380,043 7,815 SH   SOLE 0 0 0 7,815
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   249,329 1,497 SH   SOLE 0 0 0 1,497
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   5,681,306 63,309 SH   SOLE 0 0 0 63,309
VANGUARD INDEX FDS GROWTH ETF 922908736   12,228,213 28,806 SH   SOLE 0 0 0 28,806
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   16,470,120 29,537 SH   SOLE 0 0 0 29,537
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   917,928 7,571 SH   SOLE 0 0 0 7,571
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   262,960 2,848 SH   SOLE 0 0 0 2,848
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   45,919,096 571,631 SH   SOLE 0 0 0 571,631
VANGUARD STAR FDS VG TL INTL STK F 921909768   8,397,620 139,056 SH   SOLE 0 0 0 139,056
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   654,671 13,252 SH   SOLE 0 0 0 13,252
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   6,331,742 47,964 SH   SOLE 0 0 0 47,964
WALMART INC COM 931142103   279,690 3,000 SH   SOLE 0 0 0 3,000
WELLTOWER INC COM 95040Q104   842,245 6,422 SH   SOLE 0 0 0 6,422