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
3M CO COM 88579Y101   204,407 1,576 SH   SOLE   0 0 1,576
ABBOTT LABS COM 002824100   297,788 2,625 SH   SOLE   0 0 2,625
ALPHABET INC CAP STK CL C 02079K107   1,038,230 5,446 SH   SOLE   0 0 5,446
ALPHABET INC CAP STK CL A 02079K305   646,335 3,412 SH   SOLE   0 0 3,412
AMAZON COM INC COM 023135106   830,890 3,773 SH   SOLE   0 0 3,773
APPLE INC COM 037833100   6,944,025 28,477 SH   SOLE   0 0 28,477
ASML HOLDING N V N Y REGISTRY SHS N07059210   351,611 502 SH   SOLE   0 0 502
AXON ENTERPRISE INC COM 05464C101   471,227 790 SH   SOLE   0 0 790
BANK NEW YORK MELLON CORP COM 064058100   248,564 3,211 SH   SOLE   0 0 3,211
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   18,123,394 40,176 SH   SOLE   0 0 40,176
BLUE OWL CAPITAL CORPORATION COM 69121K104   14,784,359 945,289 SH   SOLE   0 0 945,289
BOOKING HOLDINGS INC COM 09857L108   498,037 101 SH   SOLE   0 0 101
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   209,665 924 SH   SOLE   0 0 924
BROWN & BROWN INC COM 115236101   229,006 2,278 SH   SOLE   0 0 2,278
CATERPILLAR INC COM 149123101   611,609 1,700 SH   SOLE   0 0 1,700
CHEVRON CORP NEW COM 166764100   206,819 1,410 SH   SOLE   0 0 1,410
CINTAS CORP COM 172908105   218,508 1,200 SH   SOLE   0 0 1,200
COCA COLA CO COM 191216100   239,530 3,873 SH   SOLE   0 0 3,873
CORNING INC COM 219350105   350,325 7,500 SH   SOLE   0 0 7,500
COSTCO WHSL CORP NEW COM 22160K105   921,710 1,013 SH   SOLE   0 0 1,013
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   21,235,612 600,555 SH   SOLE   0 0 600,555
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   13,865,630 217,876 SH   SOLE   0 0 217,876
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   10,215,483 157,185 SH   SOLE   0 0 157,185
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   5,029,528 198,560 SH   SOLE   0 0 198,560
DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773   2,833,290 115,597 SH   SOLE   0 0 115,597
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666   1,728,617 57,659 SH   SOLE   0 0 57,659
EMERSON ELEC CO COM 291011104   430,440 3,523 SH   SOLE   0 0 3,523
EXXON MOBIL CORP COM 30231G102   1,265,287 11,791 SH   SOLE   0 0 11,791
FISERV INC COM 337738108   3,916,504 19,014 SH   SOLE   0 0 19,014
GALLAGHER ARTHUR J & CO COM 363576109   275,890 1,000 SH   SOLE   0 0 1,000
GENERAL DYNAMICS CORP COM 369550108   313,212 1,200 SH   SOLE   0 0 1,200
GOLDMAN SACHS GROUP INC COM 38141G104   339,922 591 SH   SOLE   0 0 591
HARTFORD FINL SVCS GROUP INC COM 416515104   207,176 1,900 SH   SOLE   0 0 1,900
HOME DEPOT INC COM 437076102   985,159 2,536 SH   SOLE   0 0 2,536
HONEYWELL INTL INC COM 438516106   252,582 1,120 SH   SOLE   0 0 1,120
HUMANA INC COM 444859102   253,535 1,000 SH   SOLE   0 0 1,000
HUNTINGTON BANCSHARES INC COM 446150104   190,130 11,708 SH   SOLE   0 0 11,708
ILLINOIS TOOL WKS INC COM 452308109   452,754 1,800 SH   SOLE   0 0 1,800
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332   202,081 6,911 SH   SOLE   0 0 6,911
INVESCO QQQ TR UNIT SER 1 46090E103   385,917 756 SH   SOLE   0 0 756
ISHARES TR CORE S&P MCP ETF 464287507   3,494,679 56,230 SH   SOLE   0 0 56,230
ISHARES TR MSCI EAFE ETF 464287465   1,421,379 18,864 SH   SOLE   0 0 18,864
ISHARES TR CORE S&P TTL STK 464287150   477,545 3,720 SH   SOLE   0 0 3,720
ISHARES TR CORE S&P500 ETF 464287200   216,729 369 SH   SOLE   0 0 369
JOHNSON & JOHNSON COM 478160104   389,375 2,704 SH   SOLE   0 0 2,704
JPMORGAN CHASE & CO COM 46625H100   4,617,798 19,241 SH   SOLE   0 0 19,241
MASTERCARD INCORPORATED CL A 57636Q104   372,217 713 SH   SOLE   0 0 713
MERCADOLIBRE INC COM 58733R102   365,355 207 SH   SOLE   0 0 207
META PLATFORMS INC CL A 30303M102   668,326 1,115 SH   SOLE   0 0 1,115
MICROSOFT CORP COM 594918104   1,727,563 4,127 SH   SOLE   0 0 4,127
NETFLIX INC COM 64110L106   282,867 319 SH   SOLE   0 0 319
NEXTERA ENERGY INC COM 65339F101   229,438 3,204 SH   SOLE   0 0 3,204
NORFOLK SOUTHN CORP COM 655844108   244,321 1,041 SH   SOLE   0 0 1,041
NVIDIA CORPORATION COM 67066G104   3,520,960 25,457 SH   SOLE   0 0 25,457
P3 HEALTH PARTNERS INC COM CL A 744413105   260,884 1,043,537 SH   SOLE   0 0 1,043,537
PALO ALTO NETWORKS INC COM 697435105   816,945 4,520 SH   SOLE   0 0 4,520
PEPSICO INC COM 713448108   397,858 2,625 SH   SOLE   0 0 2,625
PFIZER INC COM 717081103   270,775 10,176 SH   SOLE   0 0 10,176
PROCTER AND GAMBLE CO COM 742718109   672,097 4,049 SH   SOLE   0 0 4,049
ROOT INC COM CL A 77664L108   714,474 9,730 SH   SOLE   0 0 9,730
RTX CORP COM 75513E101   606,616 5,229 SH   SOLE   0 0 5,229
SALESFORCE INC COM 79466L302   403,092 1,218 SH   SOLE   0 0 1,218
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   12,144,153 445,494 SH   SOLE   0 0 445,494
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   6,565,988 356,073 SH   SOLE   0 0 356,073
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   404,907 1,746 SH   SOLE   0 0 1,746
SOUTHERN CO COM 842587107   332,845 4,056 SH   SOLE   0 0 4,056
SPDR S&P 500 ETF TR TR UNIT 78462F103   38,149,888 65,029 SH   SOLE   0 0 65,029
TESLA INC COM 88160R101   482,444 1,272 SH   SOLE   0 0 1,272
TOAST INC CL A 888787108   458,024 12,590 SH   SOLE   0 0 12,590
UNION PAC CORP COM 907818108   546,606 2,386 SH   SOLE   0 0 2,386
VANGUARD INDEX FDS TOTAL STK MKT 922908769   11,265,506 38,946 SH   SOLE   0 0 38,946
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   8,985,863 16,719 SH   SOLE   0 0 16,719
VANGUARD INDEX FDS MID CAP ETF 922908629   5,951,260 22,565 SH   SOLE   0 0 22,565
VANGUARD INDEX FDS VALUE ETF 922908744   5,782,503 34,204 SH   SOLE   0 0 34,204
VANGUARD INDEX FDS GROWTH ETF 922908736   2,273,429 5,550 SH   SOLE   0 0 5,550
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,601,528 6,672 SH   SOLE   0 0 6,672
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   5,442,894 108,424 SH   SOLE   0 0 108,424
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   335,524 1,722 SH   SOLE   0 0 1,722
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858   19,024,601 398,671 SH   SOLE   0 0 398,671
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   6,108,096 47,892 SH   SOLE   0 0 47,892
VANGUARD WORLD FD INF TECH ETF 92204A702   244,728 394 SH   SOLE   0 0 394
VANGUARD WORLD FD ENERGY ETF 92204A306   231,967 1,889 SH   SOLE   0 0 1,889
VISA INC COM CL A 92826C839   259,106 824 SH   SOLE   0 0 824
WALMART INC COM 931142103   804,922 8,923 SH   SOLE   0 0 8,923
WATSCO INC COM 942622200   211,955 452 SH   SOLE   0 0 452
WELLS FARGO CO NEW COM 949746101   1,702,235 24,252 SH   SOLE   0 0 24,252