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 BBG001S5T7X2 1,002,052 8,356 SH   SOLE   8,088 0 268
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG001S6CPH6 225,788 1,550 SH   SOLE   1,550 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,562,817 29,047 SH   SOLE   29,020 0 27
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 5,836,771 65,781 SH   SOLE   63,301 0 2,480
AMAZON COM INC COM 023135106 BBG001S5PQL7 308,784 3,676 SH   SOLE   3,676 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 594,267 2,805 SH   SOLE   2,805 0 0
APPLE INC COM 037833100 BBG001S5N8V8 10,189,349 78,422 SH   SOLE   75,812 0 2,610
AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 233,881 1,448 SH   SOLE   1,448 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 468,711 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4,006,433 12,970 SH   SOLE   7,564 0 5,406
BROWN FORMAN CORP CL A 115637100 BBG001S5P4G2 1,715,941 26,094 SH   SOLE   25,200 0 894
BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 472,042 7,187 SH   SOLE   7,062 0 125
CAPSTAR FINL HLDGS INC COM 14070T102 BBG00CW88W92 176,600 10,000 SH   SOLE   10,000 0 0
CASA SYS INC COM 14713L102 BBG001T8LF83 54,600 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 12,062,266 67,203 SH   SOLE   65,556 0 1,647
CIGNA CORP NEW COM 125523100 BBG00KXRCDQ9 673,614 2,033 SH   SOLE   2,033 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 461,988 5,864 SH   SOLE   5,864 0 0
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 541,611 3,993 SH   SOLE   3,993 0 0
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 296,699 2,959 SH   SOLE   2,959 0 0
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 418,937 10,090 SH   SOLE   9,890 0 200
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 2,928,694 130,396 SH   SOLE   127,496 0 2,900
DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 211,358 9,348 SH   SOLE   8,537 0 811
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 1,797,376 81,885 SH   SOLE   75,755 0 6,130
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 BBG012G21Y06 1,304,221 42,902 SH   SOLE   42,902 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 1,834,401 73,259 SH   SOLE   68,925 0 4,334
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 5,668,596 253,628 SH   SOLE   233,385 0 20,243
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 2,968,236 62,084 SH   SOLE   59,345 0 2,739
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 813,734 30,116 SH   SOLE   25,524 0 4,592
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 221,239 9,112 SH   SOLE   9,112 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 27,455,569 659,831 SH   SOLE   649,831 0 10,000
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 762,654 31,764 SH   SOLE   30,319 0 1,445
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 34,541,236 1,031,698 SH   SOLE   997,464 0 34,234
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 814,169 38,495 SH   SOLE   36,900 0 1,595
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 8,353,704 163,318 SH   SOLE   158,228 0 5,090
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 1,268,070 51,194 SH   SOLE   46,046 0 5,148
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 8,216,157 186,943 SH   SOLE   175,019 0 11,924
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 10,257,109 474,866 SH   SOLE   467,366 0 7,500
DISNEY WALT CO COM 254687106 BBG001S5QHF3 3,012,187 34,671 SH   SOLE   34,667 0 4
DOW INC COM 260557103 BBG00BN96931 13,613,211 270,157 SH   SOLE   262,758 0 7,399
EQUINIX INC COM 29444U700 BBG001SKBNS9 617,693 943 SH   SOLE   943 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 208,624 3,536 SH   SOLE   3,536 0 0
EXTRA SPACE STORAGE INC COM 30225T102 BBG001SLSXK5 207,082 1,407 SH   SOLE   1,407 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 2,160,887 19,591 SH   SOLE   19,422 0 169
HOME DEPOT INC COM 437076102 BBG001S5RTW7 823,640 2,608 SH   SOLE   2,608 0 0
HOMOLOGY MEDICINES INC COM 438083107 BBG00CTTJWS7 46,563 36,955 SH   SOLE   36,955 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 217,215 986 SH   SOLE   986 0 0
INTEL CORP COM 458140100 BBG001S5SF65 1,646,140 62,283 SH   SOLE   60,107 0 2,176
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 14,576,198 103,458 SH   SOLE   100,697 0 2,761
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1,661,100 11,760 SH   SOLE   11,760 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 8,755,623 32,881 SH   SOLE   32,779 0 102
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 11,337,979 327,782 SH   SOLE   291,106 0 36,676
ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 216,131 4,553 SH   SOLE   4,553 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 4,286,624 52,810 SH   SOLE   48,628 0 4,182
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 351,470 6,409 SH   SOLE   6,409 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1,072,460 11,332 SH   SOLE   11,332 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 817,493 2,128 SH   SOLE   2,128 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 337,816 3,483 SH   SOLE   2,218 0 1,265
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 286,781 4,369 SH   SOLE   3,294 0 1,075
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 534,845 14,112 SH   SOLE   13,392 0 720
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1,225,453 5,720 SH   SOLE   4,898 0 822
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 941,746 6,210 SH   SOLE   2,530 0 3,680
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 206,341 1,488 SH   SOLE   1,368 0 120
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 632,578 3,628 SH   SOLE   3,628 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 1,092,115 18,669 SH   SOLE   15,927 0 2,742
ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 394,300 2,718 SH   SOLE   2,718 0 0
ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 1,147,128 12,563 SH   SOLE   12,053 0 510
ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 6,600,209 62,009 SH   SOLE   33,512 0 28,497
JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 200,320 3,130 SH   SOLE   3,130 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3,755,894 28,008 SH   SOLE   27,642 0 366
LILLY ELI & CO COM 532457108 BBG001S5STL8 786,556 2,150 SH   SOLE   2,150 0 0
MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 2,425,949 7,178 SH   SOLE   6,890 0 288
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 6,082,128 17,491 SH   SOLE   16,703 0 788
MCDONALDS CORP COM 580135101 BBG001S5T110 968,365 3,675 SH   SOLE   3,675 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 222,901 2,868 SH   SOLE   2,868 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,059,428 8,587 SH   SOLE   8,587 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 2,876,269 43,155 SH   SOLE   43,155 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 644,389 7,708 SH   SOLE   7,708 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 2,640,550 22,567 SH   SOLE   22,567 0 0
PEPSICO INC COM 713448108 BBG001S695T1 765,637 4,238 SH   SOLE   4,238 0 0
PFIZER INC COM 717081103 BBG001S5V466 285,505 5,572 SH   SOLE   5,572 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 1,157,376 11,435 SH   SOLE   10,415 0 1,020
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 783,310 5,168 SH   SOLE   4,898 0 270
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 829,016 7,354 SH   SOLE   7,354 0 0
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 445,502 1,590 SH   SOLE   1,590 0 0
REALTY INCOME CORP COM 756109104 BBG001S884K0 388,953 6,132 SH   SOLE   6,132 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 315,629 1,126 SH   SOLE   1,126 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 755,348 31,912 SH   SOLE   31,912 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1,005,189 31,207 SH   SOLE   31,207 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 2,055,892 42,618 SH   SOLE   42,618 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 16,439,578 366,873 SH   SOLE   366,873 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 1,337,565 20,260 SH   SOLE   20,260 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1,377,978 30,520 SH   SOLE   30,520 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1,889,638 46,646 SH   SOLE   42,486 0 4,160
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 400,019 3,405 SH   SOLE   3,405 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 703,267 2,123 SH   SOLE   2,123 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 361,842 2,133 SH   SOLE   1,983 0 150
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 3,216,339 108,331 SH   SOLE   106,023 0 2,308
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 1,699,715 51,569 SH   SOLE   49,851 0 1,718
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 10,631,798 27,801 SH   SOLE   27,528 0 273
SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 2,201,946 48,954 SH   SOLE   45,175 0 3,779
SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 851,049 23,020 SH   SOLE   21,515 0 1,505
SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 2,639,425 67,869 SH   SOLE   64,967 0 2,902
SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1,488,185 20,051 SH   SOLE   20,051 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 265,073 2,309 SH   SOLE   2,309 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 2,211,697 17,955 SH   SOLE   17,955 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2,709,929 35,998 SH   SOLE   26,098 0 9,900
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 602,997 8,394 SH   SOLE   8,394 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 262,909 5,543 SH   SOLE   4,698 0 845
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 26,609,030 124,861 SH   SOLE   115,295 0 9,566
VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 2,620,821 15,045 SH   SOLE   14,485 0 560
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 5,403,408 65,512 SH   SOLE   63,362 0 2,150
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 3,363,905 9,575 SH   SOLE   9,575 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 7,460,509 46,981 SH   SOLE   42,170 0 4,811
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 5,269,523 28,710 SH   SOLE   25,469 0 3,241
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1,769,569 9,256 SH   SOLE   9,256 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 10,895,808 77,622 SH   SOLE   73,525 0 4,097
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 441,232 8,800 SH   SOLE   8,800 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 4,064,320 104,267 SH   SOLE   102,891 0 1,376
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 BBG001TCVT65 275,363 6,661 SH   SOLE   6,422 0 239
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 934,282 20,002 SH   SOLE   9,523 0 10,479
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 4,167,009 84,199 SH   SOLE   75,376 0 8,823
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 BBG00LWSF8K0 298,104 4,446 SH   SOLE   4,254 0 192
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 609,561 3,498 SH   SOLE   3,498 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 321,344 2,116 SH   SOLE   1,425 0 691
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 7,563,512 180,212 SH   SOLE   174,190 0 6,022
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 364,776 3,371 SH   SOLE   3,371 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 18,123,041 304,231 SH   SOLE   304,231 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 BBG001T0Y6Y7 10,061,371 75,992 SH   SOLE   75,992 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 BBG001SHVTP4 9,005,951 58,724 SH   SOLE   54,486 0 4,238
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 11,344,885 287,941 SH   SOLE   278,802 0 9,139
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 318,654 9,835 SH   SOLE   9,835 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,495,788 12,013 SH   SOLE   11,348 0 665
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 6,439,145 172,354 SH   SOLE   167,224 0 5,130
WORLD GOLD TR SPDR GLD MINIS 98149E303 BBG00L8YYQ05 32,481,507 897,527 SH   SOLE   838,602 0 58,925