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
ABBVIE INC COM 00287Y109   207,354 1,050 SH   DFND 1,2 0 48 1,002
ALPHABET INC CAP STK CL A 02079K305   255,907 1,543 SH   DFND 1,2 0 260 1,283
ALPHABET INC CAP STK CL C 02079K107   546,210 3,267 SH   SOLE 2 0 0 3,267
ALTUS POWER INC COM CL A 02217A102   207,171 65,148 SH   SOLE   0 0 65,148
AMAZON COM INC COM 023135106   764,326 4,102 SH   DFND 1,2 0 200 3,902
AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356   2,263,757 48,022 SH   SOLE   0 0 48,022
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   3,110,490 48,150 SH   SOLE   0 0 48,150
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   15,060,099 224,677 SH   SOLE   0 0 224,677
AMERICAN CENTY ETF TR US EQT ETF 025072885   15,779,105 165,834 SH   SOLE   0 0 165,834
APPLE INC COM 037833100   2,987,862 12,823 SH   DFND 1,2 0 396 12,427
AT&T INC COM 00206R102   206,184 9,372 SH   SOLE 1 0 236 9,136
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   423,439 920 SH   SOLE 1 0 20 900
CATERPILLAR INC COM 149123101   352,107 900 SH   DFND 1,2 0 4 896
CBRE GROUP INC CL A 12504L109   18,070,762 145,170 SH   SOLE 2 0 0 145,170
CHEVRON CORP NEW COM 166764100   711,461 4,831 SH   DFND 1 0 19 4,812
COLGATE PALMOLIVE CO COM 194162103   846,259 8,152 SH   DFND 1,2 0 66 8,086
CONDUENT INC COM 206787103   50,270 12,474 SH   SOLE   0 0 12,474
CRA INTL INC COM 12618T105   2,213,240 12,624 SH   SOLE   0 0 12,624
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   5,719,766 144,111 SH   SOLE   0 0 144,111
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   3,735,608 60,058 SH   SOLE   0 0 60,058
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   2,815,183 43,404 SH   SOLE   0 0 43,404
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   407,657 7,328 SH   SOLE   0 0 7,328
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   24,696,378 720,221 SH   SOLE   0 0 720,221
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   7,767,317 275,926 SH   SOLE   0 0 275,926
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   16,280,003 578,536 SH   SOLE   0 0 578,536
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880   16,312,662 603,949 SH   SOLE   0 0 603,949
EXXON MOBIL CORP COM 30231G102   843,828 7,199 SH   DFND 1,2 0 46 7,153
GE AEROSPACE COM NEW 369604301   736,782 3,907 SH   DFND 1,2 0 19 3,888
GE VERNOVA INC COM 36828A101   249,115 977 SH   DFND 1,2 0 4 973
IDEXX LABS INC COM 45168D104   204,109 404 SH   DFND 1,2 0 5 399
INTERNATIONAL BUSINESS MACHS COM 459200101   376,057 1,701 SH   DFND 1,2 0 7 1,694
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   474,104 6,610 SH   SOLE   0 0 6,610
INVESCO QQQ TR UNIT SER 1 46090E103   497,508 1,019 SH   SOLE   0 0 1,019
ISHARES TR CORE US AGGBD ET 464287226   10,064,213 99,380 SH   SOLE   0 0 99,380
ISHARES TR S&P 500 VAL ETF 464287408   210,578 1,068 SH   SOLE   0 0 1,068
ISHARES TR CORE S&P MCP ETF 464287507   4,243,965 68,100 SH   SOLE   0 0 68,100
ISHARES TR RUS 1000 GRW ETF 464287614   1,740,262 4,636 SH   SOLE   0 0 4,636
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647   3,188,840 62,197 SH   SOLE   0 0 62,197
JOHNSON & JOHNSON COM 478160104   282,713 1,744 SH   DFND 1,2 0 42 1,702
JPMORGAN CHASE & CO. COM 46625H100   719,243 3,411 SH   DFND 1,2 0 58 3,353
MICROSOFT CORP COM 594918104   951,102 2,210 SH   DFND 1,2 0 168 2,042
NVIDIA CORPORATION COM 67066G104   514,336 4,235 SH   DFND 1,2 0 530 3,705
ORACLE CORP COM 68389X105   455,093 2,671 SH   DFND 1,2 0 27 2,644
PPG INDS INC COM 693506107   382,677 2,889 SH   SOLE 2 0 0 2,889
PROCTER AND GAMBLE CO COM 742718109   1,187,607 6,857 SH   DFND 1,2 0 85 6,772
RPM INTL INC COM 749685103   293,425 2,425 SH   SOLE   0 0 2,425
RTX CORPORATION COM 75513E101   223,661 1,846 SH   DFND 1,2 0 38 1,808
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   223,021 1,448 SH   SOLE   0 0 1,448
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   752,931 3,335 SH   SOLE   0 0 3,335
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,003,025 1,748 SH   SOLE   0 0 1,748
SPDR SER TR S&P DIVID ETF 78464A763   467,041 3,288 SH   SOLE   0 0 3,288
TKO GROUP HOLDINGS INC CL A 87256C101   225,292 1,821 SH   SOLE   0 0 1,821
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   11,989,884 152,369 SH   SOLE   0 0 152,369
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   2,385,644 31,762 SH   SOLE   0 0 31,762
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   3,307,395 66,227 SH   SOLE   0 0 66,227
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,054,219 3,893 SH   SOLE   0 0 3,893
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   349,935 2,087 SH   SOLE   0 0 2,087
VANGUARD INDEX FDS MID CAP ETF 922908629   270,162 1,024 SH   SOLE   0 0 1,024
VANGUARD INDEX FDS GROWTH ETF 922908736   5,517,842 14,372 SH   SOLE   0 0 14,372
VANGUARD INDEX FDS VALUE ETF 922908744   7,929,842 45,425 SH   SOLE   0 0 45,425
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,072,312 7,319 SH   SOLE   0 0 7,319
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   1,744,111 14,571 SH   SOLE   0 0 14,571
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   263,718 4,186 SH   SOLE   0 0 4,186
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   677,970 14,169 SH   SOLE   0 0 14,169
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   617,899 11,700 SH   SOLE   0 0 11,700
VANGUARD WORLD FD INF TECH ETF 92204A702   212,677 363 SH   SOLE   0 0 363
VERIZON COMMUNICATIONS INC COM 92343V104   243,008 5,411 SH   DFND 1,2 0 112 5,299