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
ABB LTD SPONSORED ADR 000375204   612,220 15,569 SH   SOLE   0 0 15,569
ABBOTT LABS COM 002824100   1,489,245 13,660 SH   SOLE   0 0 13,660
ABBVIE INC COM 00287Y109   786,232 5,836 SH   SOLE   0 0 5,836
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   457,624 1,483 SH   SOLE   0 0 1,483
ADOBE SYSTEMS INCORPORATED COM 00724F101   723,705 1,480 SH   SOLE   0 0 1,480
ADVANCED MICRO DEVICES INC COM 007903107   395,382 3,471 SH   SOLE   0 0 3,471
ALPHABET INC CAP STK CL C 02079K107   1,216,111 10,053 SH   SOLE   0 0 10,053
ALPHABET INC CAP STK CL A 02079K305   1,656,768 13,841 SH   SOLE   0 0 13,841
AMAZON COM INC COM 023135106   1,496,167 11,477 SH   SOLE   0 0 11,477
AMERICAN EXPRESS CO COM 025816109   564,060 3,238 SH   SOLE   0 0 3,238
AMGEN INC COM 031162100   608,012 2,739 SH   SOLE   0 0 2,739
ELEVANCE HEALTH INC COM 036752103   356,321 802 SH   SOLE   0 0 802
APPLE INC COM 037833100   12,047,413 62,110 SH   SOLE   0 0 62,110
APPLIED MATLS INC COM 038222105   476,548 3,297 SH   SOLE   0 0 3,297
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   359,919 43,045 SH   SOLE   0 0 43,045
ASML HOLDING N V N Y REGISTRY SHS N07059210   752,290 1,038 SH   SOLE   0 0 1,038
AT&T INC COM 00206R102   307,870 19,302 SH   SOLE   0 0 19,302
ATMOS ENERGY CORP COM 049560105   238,497 2,050 SH   SOLE   0 0 2,050
BANK NEW YORK MELLON CORP COM 064058100   225,805 5,072 SH   SOLE   0 0 5,072
BECTON DICKINSON & CO COM 075887109   378,854 1,435 SH   SOLE   0 0 1,435
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,395,325 7,024 SH   SOLE   0 0 7,024
BERKSHIRE HATHAWAY INC DEL CL A 084670108   95,277,040 184 SH   SOLE   0 0 184
BIOMARIN PHARMACEUTICAL INC COM 09061G101   375,324 4,330 SH   SOLE   0 0 4,330
BOOKING HOLDINGS INC COM 09857L108   229,528 85 SH   SOLE   0 0 85
BOSTON SCIENTIFIC CORP COM 101137107   357,643 6,612 SH   SOLE   0 0 6,612
BROADCOM INC COM 11135F101   790,229 911 SH   SOLE   0 0 911
CATERPILLAR INC COM 149123101   398,620 1,620 SH   SOLE   0 0 1,620
CHEVRON CORP NEW COM 166764100   913,102 5,803 SH   SOLE   0 0 5,803
CHIPOTLE MEXICAN GRILL INC COM 169656105   316,572 148 SH   SOLE   0 0 148
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502   229,266 5,906 SH   SOLE   0 0 5,906
CHURCH & DWIGHT CO INC COM 171340102   291,770 2,911 SH   SOLE   0 0 2,911
THE CIGNA GROUP COM 125523100   231,776 826 SH   SOLE   0 0 826
CISCO SYS INC COM 17275R102   1,010,959 19,539 SH   SOLE   0 0 19,539
COCA COLA CO COM 191216100   397,499 6,551 SH   SOLE   0 0 6,551
COMCAST CORP NEW CL A 20030N101   429,585 10,339 SH   SOLE   0 0 10,339
CONSTELLATION BRANDS INC CL A 21036P108   209,210 850 SH   SOLE   0 0 850
COPA HOLDINGS SA CL A P31076105   337,158 3,049 SH   SOLE   0 0 3,049
COSTCO WHSL CORP NEW COM 22160K105   827,490 1,537 SH   SOLE   0 0 1,537
CVS HEALTH CORP COM 126650100   533,168 7,713 SH   SOLE   0 0 7,713
DANAHER CORPORATION COM 235851102   275,788 1,148 SH   SOLE   0 0 1,148
DEERE & CO COM 244199105   487,322 1,199 SH   SOLE   0 0 1,199
DIAGEO PLC SPON ADR NEW 25243Q205   614,640 3,543 SH   SOLE   0 0 3,543
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   54,223,840 2,311,332 SH   SOLE   0 0 2,311,332
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   7,391,438 303,052 SH   SOLE   0 0 303,052
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   131,699,972 4,820,643 SH   SOLE   0 0 4,820,643
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666   7,963,757 313,534 SH   SOLE   0 0 313,534
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   7,124,203 277,206 SH   SOLE   0 0 277,206
DISNEY WALT CO COM 254687106   370,038 4,145 SH   SOLE   0 0 4,145
DOVER CORP COM 260003108   408,843 2,769 SH   SOLE   0 0 2,769
D R HORTON INC COM 23331A109   225,613 1,854 SH   SOLE   0 0 1,854
DT MIDSTREAM INC COMMON STOCK 23345M107   376,297 7,487 SH   SOLE   0 0 7,487
EDISON INTL COM 281020107   218,490 3,146 SH   SOLE   0 0 3,146
EDWARDS LIFESCIENCES CORP COM 28176E108   399,626 4,236 SH   SOLE   0 0 4,236
LILLY ELI & CO COM 532457108   6,380,177 13,604 SH   SOLE   0 0 13,604
EMERSON ELEC CO COM 291011104   264,843 2,930 SH   SOLE   0 0 2,930
EVERSOURCE ENERGY COM 30040W108   263,255 3,712 SH   SOLE   0 0 3,712
EXCELERATE ENERGY INC CL A COM 30069T101   221,048 10,873 SH   SOLE   0 0 10,873
EXXON MOBIL CORP COM 30231G102   1,784,433 16,638 SH   SOLE   0 0 16,638
META PLATFORMS INC CL A 30303M102   443,097 1,544 SH   SOLE   0 0 1,544
FISERV INC COM 337738108   226,313 1,794 SH   SOLE   0 0 1,794
FMC CORP COM NEW 302491303   369,004 3,517 SH   SOLE   0 0 3,517
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   304,699 2,749 SH   SOLE   0 0 2,749
FREEPORT-MCMORAN INC CL B 35671D857   200,000 5,000 SH   SOLE   0 0 5,000
GENERAC HLDGS INC COM 368736104   353,438 2,370 SH   SOLE   0 0 2,370
GENERAL MLS INC COM 370334104   382,733 4,990 SH   SOLE   0 0 4,990
GOLDMAN SACHS GROUP INC COM 38141G104   451,556 1,400 SH   SOLE   0 0 1,400
HOME DEPOT INC COM 437076102   1,030,434 3,317 SH   SOLE   0 0 3,317
HONDA MOTOR LTD AMERN SHS 438128308   257,938 8,510 SH   SOLE   0 0 8,510
HUBSPOT INC COM 443573100   452,276 850 SH   SOLE   0 0 850
ICICI BANK LIMITED ADR 45104G104   475,471 20,601 SH   SOLE   0 0 20,601
INFOSYS LTD SPONSORED ADR 456788108   242,106 14,888 SH   SOLE   0 0 14,888
INGERSOLL RAND INC COM 45687V106   286,538 4,384 SH   SOLE   0 0 4,384
INTEL CORP COM 458140100   864,504 25,852 SH   SOLE   0 0 25,852
INTERCONTINENTAL EXCHANGE IN COM 45866F104   213,043 1,884 SH   SOLE   0 0 1,884
INTERNATIONAL BUSINESS MACHS COM 459200101   726,454 5,429 SH   SOLE   0 0 5,429
INTUIT COM 461202103   400,180 873 SH   SOLE   0 0 873
INTUITIVE SURGICAL INC COM NEW 46120E602   481,452 1,408 SH   SOLE   0 0 1,408
ISHARES TR 0-5 YR TIPS ETF 46429B747   20,752,867 212,632 SH   SOLE   0 0 212,632
ISHARES TR CORE 1 5 YR USD 46432F859   423,750 9,086 SH   SOLE   0 0 9,086
ISHARES TR CORE US AGGBD ET 464287226   44,196,014 451,210 SH   SOLE   0 0 451,210
ISHARES TR CORE S&P500 ETF 464287200   746,802 1,676 SH   SOLE   0 0 1,676
ISHARES TR ESG ADV TTL USD 46436E619   2,528,186 59,375 SH   SOLE   0 0 59,375
ISHARES TR ESG AWR US AGRGT 46435U549   2,518,173 53,385 SH   SOLE   0 0 53,385
ISHARES TR ESG AWRE 1 5 YR 46435G243   1,222,255 51,119 SH   SOLE   0 0 51,119
ISHARES TR MSCI INTL QUALTY 46434V456   206,485 5,800 SH   SOLE   0 0 5,800
ISHARES TR MSCI USA QLT FCT 46432F339   49,810,197 369,320 SH   SOLE   0 0 369,320
ISHARES TR RUS 1000 GRW ETF 464287614   578,346 2,102 SH   SOLE   0 0 2,102
JELD-WEN HLDG INC COM 47580P103   650,471 37,085 SH   SOLE   0 0 37,085
JOHNSON & JOHNSON COM 478160104   1,507,705 9,109 SH   SOLE   0 0 9,109
JOHNSON CTLS INTL PLC SHS G51502105   261,009 3,810 SH   SOLE   0 0 3,810
JPMORGAN CHASE & CO COM 46625H100   326,892 2,248 SH   SOLE   0 0 2,248
KB FINL GROUP INC SPONSORED ADR 48241A105   250,214 6,874 SH   SOLE   0 0 6,874
KIMBERLY-CLARK CORP COM 494368103   216,797 1,557 SH   SOLE   0 0 1,557
LAM RESEARCH CORP COM 512807108   9,291,693 14,415 SH   SOLE   0 0 14,415
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   224,200 101,909 SH   SOLE   0 0 101,909
LOCKHEED MARTIN CORP COM 539830109   300,307 652 SH   SOLE   0 0 652
LOEWS CORP COM 540424108   204,267 3,440 SH   SOLE   0 0 3,440
MARSH & MCLENNAN COS INC COM 571748102   256,541 1,364 SH   SOLE   0 0 1,364
MARTIN MARIETTA MATLS INC COM 573284106   430,295 932 SH   SOLE   0 0 932
MARVELL TECHNOLOGY INC COM 573874104   357,903 5,987 SH   SOLE   0 0 5,987
MASTERCARD INCORPORATED CL A 57636Q104   363,409 924 SH   SOLE   0 0 924
MCDONALDS CORP COM 580135101   243,922 817 SH   SOLE   0 0 817
MEDTRONIC PLC SHS G5960L103   351,459 3,958 SH   SOLE   0 0 3,958
MERCADOLIBRE INC COM 58733R102   227,443 192 SH   SOLE   0 0 192
MERCK & CO INC COM 58933Y105   1,348,415 11,612 SH   SOLE   0 0 11,612
MICROCHIP TECHNOLOGY INC. COM 595017104   501,704 5,600 SH   SOLE   0 0 5,600
MICROSOFT CORP COM 594918104   7,052,747 20,710 SH   SOLE   0 0 20,710
MODERNA INC COM 60770K107   330,480 2,720 SH   SOLE   0 0 2,720
MONDELEZ INTL INC CL A 609207105   297,073 4,051 SH   SOLE   0 0 4,051
MORGAN STANLEY COM NEW 617446448   433,943 5,081 SH   SOLE   0 0 5,081
NETFLIX INC COM 64110L106   633,425 1,438 SH   SOLE   0 0 1,438
NIKE INC CL B 654106103   2,715,387 24,527 SH   SOLE   0 0 24,527
NOVARTIS AG SPONSORED ADR 66987V109   821,508 8,141 SH   SOLE   0 0 8,141
NOVO-NORDISK A S ADR 670100205   629,964 3,893 SH   SOLE   0 0 3,893
NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888   2,912,396 106,642 SH   SOLE   0 0 106,642
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   3,002,959 81,183 SH   SOLE   0 0 81,183
NVIDIA CORPORATION COM 67066G104   2,260,039 5,343 SH   SOLE   0 0 5,343
ONE GAS INC COM 68235P108   221,059 2,878 SH   SOLE   0 0 2,878
ORACLE CORP COM 68389X105   1,907,226 16,015 SH   SOLE   0 0 16,015
PACCAR INC COM 693718108   221,003 2,642 SH   SOLE   0 0 2,642
PACWEST BANCORP DEL COM 695263103   799,075 98,046 SH   SOLE   0 0 98,046
PARK CITY GROUP INC COM NEW 700215304   202,100 20,000 SH   SOLE   0 0 20,000
PEPSICO INC COM 713448108   717,839 3,876 SH   SOLE   0 0 3,876
PFIZER INC COM 717081103   512,096 13,961 SH   SOLE   0 0 13,961
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201   293,344 8,584 SH   SOLE   0 0 8,584
PNC FINL SVCS GROUP INC COM 693475105   259,331 2,059 SH   SOLE   0 0 2,059
PPG INDS INC COM 693506107   289,037 1,949 SH   SOLE   0 0 1,949
PROCTER AND GAMBLE CO COM 742718109   412,320 2,717 SH   SOLE   0 0 2,717
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   258,204 4,124 SH   SOLE   0 0 4,124
QUALCOMM INC COM 747525103   297,957 2,503 SH   SOLE   0 0 2,503
RAYTHEON TECHNOLOGIES CORP COM 75513E101   476,501 4,864 SH   SOLE   0 0 4,864
RBB FD INC MOTLEY FOL ETF 74933W601   338,142 8,300 SH   SOLE   0 0 8,300
REGENERON PHARMACEUTICALS COM 75886F107   339,869 473 SH   SOLE   0 0 473
RELIANCE STEEL & ALUMINUM CO COM 759509102   291,959 1,075 SH   SOLE   0 0 1,075
RELX PLC SPONSORED ADR 759530108   319,758 9,565 SH   SOLE   0 0 9,565
SALESFORCE INC COM 79466L302   2,678,988 12,681 SH   SOLE   0 0 12,681
SANOFI SPONSORED ADR 80105N105   238,076 4,417 SH   SOLE   0 0 4,417
SAP SE SPON ADR 803054204   416,586 3,045 SH   SOLE   0 0 3,045
SCHNITZER STEEL INDS INC CL A 806882106   407,264 13,580 SH   SOLE   0 0 13,580
SEMPRA COM 816851109   234,400 1,610 SH   SOLE   0 0 1,610
SHERWIN WILLIAMS CO COM 824348106   269,503 1,015 SH   SOLE   0 0 1,015
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100   263,727 10,120 SH   SOLE   0 0 10,120
SITIO ROYALTIES CORP CLASS A COM 82983N108   415,092 15,801 SH   SOLE   0 0 15,801
SONY GROUP CORPORATION SPONSORED ADR 835699307   387,982 4,309 SH   SOLE   0 0 4,309
SPDR S&P 500 ETF TR TR UNIT 78462F103   507,207 1,140 SH   SOLE   0 0 1,140
SPX TECHNOLOGIES INC COM 78473E103   250,067 2,943 SH   SOLE   0 0 2,943
STARBUCKS CORP COM 855244109   1,655,104 16,708 SH   SOLE   0 0 16,708
STRYKER CORPORATION COM 863667101   286,367 936 SH   SOLE   0 0 936
T-MOBILE US INC COM 872590104   230,574 1,660 SH   SOLE   0 0 1,660
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   686,606 6,774 SH   SOLE   0 0 6,774
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205   325,935 20,288 SH   SOLE   0 0 20,288
TARGET CORP COM 87612E106   254,624 1,930 SH   SOLE   0 0 1,930
TELEDYNE TECHNOLOGIES INC COM 879360105   406,935 990 SH   SOLE   0 0 990
TESLA INC COM 88160R101   207,094 791 SH   SOLE   0 0 791
THERMO FISHER SCIENTIFIC INC COM 883556102   629,123 1,205 SH   SOLE   0 0 1,205
TOYOTA MOTOR CORP ADS 892331307   364,099 2,265 SH   SOLE   0 0 2,265
UBER TECHNOLOGIES INC COM 90353T100   271,453 6,288 SH   SOLE   0 0 6,288
UNION PAC CORP COM 907818108   603,381 2,949 SH   SOLE   0 0 2,949
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   207,560 24,488 SH   SOLE   0 0 24,488
UNITEDHEALTH GROUP INC COM 91324P102   1,186,114 2,468 SH   SOLE   0 0 2,468
US BANCORP DEL COM NEW 902973304   1,003,723 29,944 SH   SOLE   0 0 29,944
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   345,859 4,758 SH   SOLE   0 0 4,758
Vanguard Core Bond (fund Admiral) Funds 922020839   43,073,779 2,402,330 SH   SOLE   0 0 2,402,330
VANGUARD INDEX FDS GROWTH ETF 922908736   58,958,159 208,362 SH   SOLE   0 0 208,362
VANGUARD INDEX FDS VALUE ETF 922908744   79,384,159 558,650 SH   SOLE   0 0 558,650
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   249,669 611 SH   SOLE   0 0 611
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   570,619 5,884 SH   SOLE   0 0 5,884
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   21,533,722 284,612 SH   SOLE   0 0 284,612
VANGUARD INDEX FDS SMALL CP ETF 922908751   14,220,861 71,501 SH   SOLE   0 0 71,501
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   950,815 5,826 SH   SOLE   0 0 5,826
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   458,244 9,923 SH   SOLE   0 0 9,923
VANGUARD WORLD FDS INF TECH ETF 92204A702   270,241 610 SH   SOLE   0 0 610
VERIZON COMMUNICATIONS INC COM 92343V104   369,137 9,926 SH   SOLE   0 0 9,926
VERTEX PHARMACEUTICALS INC COM 92532F100   346,983 986 SH   SOLE   0 0 986
VISA INC COM CL A 92826C839   675,518 2,845 SH   SOLE   0 0 2,845
WALMART INC COM 931142103   449,851 2,862 SH   SOLE   0 0 2,862
WEYERHAEUSER CO MTN BE COM NEW 962166104   376,451 11,234 SH   SOLE   0 0 11,234
WOORI FINL GROUP INC SPONSORED ADS 981064108   212,016 7,867 SH   SOLE   0 0 7,867
XYLEM INC COM 98419M100   322,656 2,865 SH   SOLE   0 0 2,865
ZIMMER BIOMET HOLDINGS INC COM 98956P102   263,825 1,809 SH   SOLE   0 0 1,809
ZOETIS INC CL A 98978V103   245,916 1,428 SH   SOLE   0 0 1,428