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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 898 6,936 SH   SOLE   6,809 0 127
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 233 1,604 SH   SOLE   1,604 0 0
ALPHABET INC CAP STK CL A 02079K305 3,171 1,455 SH   SOLE   1,455 0 0
ALPHABET INC CAP STK CL C 02079K107 5,147 2,353 SH   SOLE   2,353 0 0
AMERICAN TOWER CORP NEW COM 03027X100 921 3,604 SH   SOLE   3,604 0 0
APPLE INC COM 037833100 10,098 73,856 SH   SOLE   73,371 0 485
AVALONBAY CMNTYS INC COM 053484101 304 1,567 SH   SOLE   1,567 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,097 7,679 SH   SOLE   3,868 0 3,811
CAPSTAR FINL HLDGS INC COM 14070T102 196 10,000 SH   SOLE   10,000 0 0
CASA SYS INC COM 14713L102 79 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100 15,556 107,443 SH   SOLE   104,741 0 2,702
CIGNA CORP NEW COM 125523100 536 2,033 SH   SOLE   2,033 0 0
COLGATE PALMOLIVE CO COM 194162103 469 5,851 SH   SOLE   5,851 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 744 4,418 SH   SOLE   4,418 0 0
DIGITAL RLTY TR INC COM 253868103 430 3,314 SH   SOLE   3,314 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1,939 83,716 SH   SOLE   83,278 0 438
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1,239 42,902 SH   SOLE   42,902 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2,198 91,056 SH   SOLE   85,909 0 5,147
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1,340 62,260 SH   SOLE   61,615 0 645
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 471 9,800 SH   SOLE   9,800 0 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 580 21,959 SH   SOLE   21,959 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 25,544 626,850 SH   SOLE   623,381 0 3,469
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 30,320 959,495 SH   SOLE   934,943 0 24,552
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7,998 166,625 SH   SOLE   164,704 0 1,921
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 391 17,350 SH   SOLE   17,350 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 8,011 199,178 SH   SOLE   187,458 0 11,720
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 10,585 493,698 SH   SOLE   489,204 0 4,494
DISNEY WALT CO COM 254687106 1,360 14,410 SH   SOLE   14,406 0 4
DOW INC COM 260557103 13,095 253,732 SH   SOLE   247,060 0 6,672
DUKE REALTY CORP COM NEW 264411505 235 4,275 SH   SOLE   4,275 0 0
EQUINIX INC COM 29444U700 671 1,021 SH   SOLE   1,021 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 278 3,854 SH   SOLE   3,854 0 0
EXTRA SPACE STORAGE INC COM 30225T102 254 1,496 SH   SOLE   1,496 0 0
EXXON MOBIL CORP COM 30231G102 1,818 21,232 SH   SOLE   21,038 0 194
HOME DEPOT INC COM 437076102 594 2,166 SH   SOLE   2,166 0 0
HOMOLOGY MEDICINES INC COM 438083107 73 36,955 SH   SOLE   36,955 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 16,477 116,700 SH   SOLE   113,534 0 3,166
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,581 11,775 SH   SOLE   11,775 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 7,870 28,079 SH   SOLE   28,011 0 68
INVITATION HOMES INC COM 46187W107 240 6,746 SH   SOLE   6,746 0 0
ISHARES GOLD TR ISHARES NEW 464285204 11,125 324,242 SH   SOLE   294,784 0 29,458
ISHARES TR 1 3 YR TREAS BD 464287457 2,399 28,981 SH   SOLE   28,684 0 297
ISHARES TR COHEN STEER REIT 464287564 331 5,451 SH   SOLE   5,451 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,066 11,532 SH   SOLE   11,532 0 0
ISHARES TR CORE S&P500 ETF 464287200 814 2,146 SH   SOLE   2,146 0 0
ISHARES TR CORE US AGGBD ET 464287226 2,219 21,828 SH   SOLE   20,563 0 1,265
ISHARES TR MSCI EAFE ETF 464287465 276 4,419 SH   SOLE   3,344 0 1,075
ISHARES TR MSCI EMG MKT ETF 464287234 541 13,499 SH   SOLE   12,528 0 971
ISHARES TR RUS 1000 GRW ETF 464287614 1,255 5,739 SH   SOLE   4,917 0 822
ISHARES TR RUS 1000 VAL ETF 464287598 367 2,530 SH   SOLE   2,530 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 614 3,628 SH   SOLE   3,628 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 1,094 18,120 SH   SOLE   16,720 0 1,400
ISHARES TR S&P 500 VAL ETF 464287408 377 2,746 SH   SOLE   2,746 0 0
ISHARES TR SHORT TREAS BD 464288679 212 1,923 SH   SOLE   1,923 0 0
ISHARES TR SP SMCP600VL ETF 464287879 1,135 12,743 SH   SOLE   12,233 0 510
ISHARES TR TIPS BD ETF 464287176 4,933 43,306 SH   SOLE   21,292 0 22,014
JPMORGAN CHASE & CO COM 46625H100 339 3,012 SH   SOLE   3,012 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 134 13,745 SH   SOLE   13,307 0 438
LILLY ELI & CO COM 532457108 924 2,850 SH   SOLE   2,850 0 0
MASTERCARD INCORPORATED CL A 57636Q104 670 2,123 SH   SOLE   2,123 0 0
MCDONALDS CORP COM 580135101 905 3,666 SH   SOLE   3,666 0 0
MEDTRONIC PLC SHS G5960L103 260 2,902 SH   SOLE   2,902 0 0
MICROSOFT CORP COM 594918104 278 1,082 SH   SOLE   1,082 0 0
MID-AMER APT CMNTYS INC COM 59522J103 224 1,284 SH   SOLE   1,284 0 0
MONDELEZ INTL INC CL A 609207105 2,661 42,856 SH   SOLE   42,856 0 0
NEXTERA ENERGY INC COM 65339F101 597 7,708 SH   SOLE   7,708 0 0
NIKE INC CL B 654106103 362 3,539 SH   SOLE   3,539 0 0
PEPSICO INC COM 713448108 706 4,238 SH   SOLE   4,238 0 0
PFIZER INC COM 717081103 292 5,572 SH   SOLE   5,572 0 0
PHILIP MORRIS INTL INC COM 718172109 1,000 10,124 SH   SOLE   10,124 0 0
PROCTER AND GAMBLE CO COM 742718109 702 4,882 SH   SOLE   4,882 0 0
PROLOGIS INC. COM 74340W103 634 5,385 SH   SOLE   5,385 0 0
PUBLIC STORAGE COM 74460D109 524 1,675 SH   SOLE   1,675 0 0
REALTY INCOME CORP COM 756109104 438 6,421 SH   SOLE   6,421 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 374 1,168 SH   SOLE   1,168 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 918 36,169 SH   SOLE   36,169 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 984 31,280 SH   SOLE   31,280 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 15,626 353,611 SH   SOLE   353,611 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1,265 20,260 SH   SOLE   20,260 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1,433 32,084 SH   SOLE   32,084 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2,217 56,862 SH   SOLE   52,702 0 4,160
SIMON PPTY GROUP INC NEW COM 828806109 353 3,724 SH   SOLE   3,724 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 648 2,105 SH   SOLE   2,105 0 0
SPDR GOLD TR GOLD SHS 78463V107 412 2,443 SH   SOLE   2,393 0 50
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3,425 118,769 SH   SOLE   116,649 0 2,120
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1,866 53,675 SH   SOLE   52,215 0 1,460
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,336 24,747 SH   SOLE   24,474 0 273
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 269 2,943 SH   SOLE   2,943 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854 1,894 42,718 SH   SOLE   38,939 0 3,779
SPDR SER TR PORTFOLIO S&P600 78468R853 744 20,673 SH   SOLE   19,168 0 1,505
SPDR SER TR PRTFLO S&P500 VL 78464A508 2,429 65,957 SH   SOLE   64,967 0 990
SPDR SER TR S&P 600 SMCP VAL 78464A300 1,452 20,051 SH   SOLE   20,051 0 0
SUN CMNTYS INC COM 866674104 211 1,321 SH   SOLE   1,321 0 0
TE CONNECTIVITY LTD SHS H84989104 304 2,689 SH   SOLE   2,689 0 0
TESLA INC COM 88160R101 3,956 5,875 SH   SOLE   5,875 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,741 35,693 SH   SOLE   28,615 0 7,078
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 719 9,552 SH   SOLE   9,552 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 305 6,158 SH   SOLE   5,617 0 541
VANGUARD INDEX FDS GROWTH ETF 922908736 28,506 127,894 SH   SOLE   118,550 0 9,344
VANGUARD INDEX FDS LARGE CAP ETF 922908637 2,575 14,939 SH   SOLE   14,379 0 560
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5,677 62,309 SH   SOLE   60,184 0 2,125
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,962 8,540 SH   SOLE   8,540 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 6,694 44,682 SH   SOLE   41,532 0 3,150
VANGUARD INDEX FDS SMALL CP ETF 922908751 5,049 28,667 SH   SOLE   25,485 0 3,182
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,725 9,146 SH   SOLE   9,146 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 9,888 74,974 SH   SOLE   70,883 0 4,091
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 447 8,950 SH   SOLE   8,950 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,741 113,821 SH   SOLE   112,661 0 1,160
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1,144 25,842 SH   SOLE   25,603 0 239
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 685 13,658 SH   SOLE   4,911 0 8,747
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4,526 90,660 SH   SOLE   81,727 0 8,933
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 204 1,425 SH   SOLE   1,425 0 0
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 6,998 171,511 SH   SOLE   165,490 0 6,021
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 17,481 297,201 SH   SOLE   297,201 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 9,926 75,306 SH   SOLE   75,306 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 10,393 68,218 SH   SOLE   63,979 0 4,239
VERIZON COMMUNICATIONS INC COM 92343V104 13,852 272,945 SH   SOLE   265,313 0 7,632
VICI PPTYS INC COM 925652109 204 6,858 SH   SOLE   6,858 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,539 66,985 SH   SOLE   65,382 0 1,603
WORLD GOLD TR SPDR GLD MINIS 98149E303 31,888 888,744 SH   SOLE   840,350 0 48,394