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
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 346 1,550 SH   SOLE   1,550 0 0
ALPHABET INC CAP STK CL C 02079K107 269 93 SH   SOLE   93 0 0
AMERICAN TOWER CORP NEW COM 03027X100 920 3,144 SH   SOLE   3,144 0 0
APPLE INC COM 037833100 4,416 24,870 SH   SOLE   24,870 0 0
AVALONBAY CMNTYS INC COM 053484101 420 1,661 SH   SOLE   1,661 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 451 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,309 7,721 SH   SOLE   3,910 0 3,811
CAPSTAR FINL HLDGS INC COM 14070T102 210 10,000 SH   SOLE   10,000 0 0
CASA SYS INC COM 14713L102 113 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100 17,039 145,196 SH   SOLE   140,646 0 4,550
CIGNA CORP NEW COM 125523100 467 2,033 SH   SOLE   2,033 0 0
COLGATE PALMOLIVE CO COM 194162103 498 5,839 SH   SOLE   5,839 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 844 4,045 SH   SOLE   4,045 0 0
DIGITAL RLTY TR INC COM 253868103 594 3,359 SH   SOLE   3,359 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1,312 47,960 SH   SOLE   47,522 0 438
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1,337 40,746 SH   SOLE   40,746 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2,548 86,153 SH   SOLE   85,339 0 814
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2,051 62,141 SH   SOLE   62,141 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 32,374 626,184 SH   SOLE   622,820 0 3,364
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 8,870 147,861 SH   SOLE   145,636 0 2,225
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 9,600 202,019 SH   SOLE   190,024 0 11,995
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 14,072 538,956 SH   SOLE   535,112 0 3,844
DISNEY WALT CO COM 254687106 2,232 14,410 SH   SOLE   14,406 0 4
DOW INC COM 260557103 14,946 263,503 SH   SOLE   254,621 0 8,882
DUKE REALTY CORP COM NEW 264411505 292 4,453 SH   SOLE   4,453 0 0
EQUINIX INC COM 29444U700 883 1,044 SH   SOLE   1,044 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 369 4,078 SH   SOLE   4,078 0 0
ESSEX PPTY TR INC COM 297178105 273 775 SH   SOLE   775 0 0
EXTRA SPACE STORAGE INC COM 30225T102 353 1,556 SH   SOLE   1,556 0 0
EXXON MOBIL CORP COM 30231G102 3,360 54,912 SH   SOLE   53,195 0 1,717
GLOBAL X FDS US PFD ETF 37954Y657 201 7,789 SH   SOLE   7,789 0 0
HOME DEPOT INC COM 437076102 899 2,166 SH   SOLE   2,166 0 0
HOMOLOGY MEDICINES INC COM 438083107 135 36,955 SH   SOLE   36,955 0 0
ILLINOIS TOOL WKS INC COM 452308109 238 966 SH   SOLE   966 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 15,127 113,178 SH   SOLE   109,420 0 3,758
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,905 11,705 SH   SOLE   11,705 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 11,471 28,832 SH   SOLE   28,832 0 0
INVITATION HOMES INC COM 46187W107 306 6,746 SH   SOLE   6,746 0 0
ISHARES GOLD TR ISHARES NEW 464285204 12,665 363,835 SH   SOLE   331,640 0 32,195
ISHARES INC MSCI EMRG CHN 46434G764 215 3,538 SH   SOLE   3,538 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,554 29,854 SH   SOLE   29,557 0 297
ISHARES TR COHEN STEER REIT 464287564 444 5,840 SH   SOLE   5,840 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,320 11,527 SH   SOLE   11,527 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,045 2,191 SH   SOLE   2,191 0 0
ISHARES TR CORE US AGGBD ET 464287226 2,193 19,225 SH   SOLE   17,960 0 1,265
ISHARES TR MSCI EAFE ETF 464287465 350 4,454 SH   SOLE   3,344 0 1,110
ISHARES TR MSCI EMG MKT ETF 464287234 660 13,509 SH   SOLE   12,408 0 1,101
ISHARES TR RUS 1000 GRW ETF 464287614 1,760 5,759 SH   SOLE   4,937 0 822
ISHARES TR RUS 1000 VAL ETF 464287598 425 2,530 SH   SOLE   2,530 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 227 1,368 SH   SOLE   1,368 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 795 3,572 SH   SOLE   3,572 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 1,577 18,851 SH   SOLE   16,386 0 2,465
ISHARES TR S&P 500 VAL ETF 464287408 423 2,699 SH   SOLE   2,699 0 0
ISHARES TR SHORT TREAS BD 464288679 212 1,923 SH   SOLE   1,923 0 0
ISHARES TR SP SMCP600VL ETF 464287879 1,319 12,621 SH   SOLE   12,111 0 510
ISHARES TR TIPS BD ETF 464287176 1,123 8,691 SH   SOLE   7,851 0 840
JOHNSON CTLS INTL PLC SHS G51502105 255 3,130 SH   SOLE   3,130 0 0
JPMORGAN CHASE & CO COM 46625H100 477 3,012 SH   SOLE   3,012 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 368 20,344 SH   SOLE   19,628 0 716
LILLY ELI & CO COM 532457108 787 2,850 SH   SOLE   2,850 0 0
MASTERCARD INCORPORATED CL A 57636Q104 761 2,117 SH   SOLE   2,117 0 0
MCDONALDS CORP COM 580135101 963 3,594 SH   SOLE   3,594 0 0
MEDTRONIC PLC SHS G5960L103 300 2,902 SH   SOLE   2,902 0 0
MICROSOFT CORP COM 594918104 364 1,082 SH   SOLE   1,082 0 0
MONDELEZ INTL INC CL A 609207105 2,797 42,183 SH   SOLE   42,183 0 0
NEXTERA ENERGY INC COM 65339F101 720 7,708 SH   SOLE   7,708 0 0
NIKE INC CL B 654106103 589 3,532 SH   SOLE   3,532 0 0
PEPSICO INC COM 713448108 721 4,151 SH   SOLE   4,151 0 0
PFIZER INC COM 717081103 329 5,571 SH   SOLE   5,571 0 0
PHILIP MORRIS INTL INC COM 718172109 950 10,000 SH   SOLE   10,000 0 0
PROCTER AND GAMBLE CO COM 742718109 796 4,868 SH   SOLE   4,868 0 0
PROLOGIS INC. COM 74340W103 1,080 6,415 SH   SOLE   6,415 0 0
PUBLIC STORAGE COM 74460D109 678 1,811 SH   SOLE   1,811 0 0
REALTY INCOME CORP COM 756109104 322 4,498 SH   SOLE   4,498 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 502 1,291 SH   SOLE   1,291 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1,071 36,169 SH   SOLE   36,169 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,239 31,884 SH   SOLE   31,884 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 13,802 122,130 SH   SOLE   122,130 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1,483 20,260 SH   SOLE   20,260 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1,867 16,402 SH   SOLE   16,402 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2,912 28,440 SH   SOLE   26,360 0 2,080
SERVICENOW INC COM 81762P102 260 400 SH   SOLE   400 0 0
SIMON PPTY GROUP INC NEW COM 828806109 646 4,041 SH   SOLE   4,041 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 759 2,088 SH   SOLE   2,088 0 0
SPDR GOLD TR GOLD SHS 78463V107 490 2,869 SH   SOLE   2,819 0 50
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4,438 121,645 SH   SOLE   117,637 0 4,008
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2,276 54,862 SH   SOLE   52,973 0 1,889
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,738 24,714 SH   SOLE   24,441 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 2,335 41,823 SH   SOLE   36,776 0 5,047
SPDR SER TR PORTFOLIO S&P600 78468R853 979 21,909 SH   SOLE   20,404 0 1,505
SPDR SER TR PRTFLO S&P500 VL 78464A508 2,785 66,317 SH   SOLE   65,327 0 990
SPDR SER TR S&P 600 SMCP VAL 78464A300 1,699 20,051 SH   SOLE   20,051 0 0
STANLEY BLACK & DECKER INC COM 854502101 226 1,200 SH   SOLE   1,200 0 0
SUN CMNTYS INC COM 866674104 277 1,321 SH   SOLE   1,321 0 0
TE CONNECTIVITY LTD SHS H84989104 434 2,689 SH   SOLE   2,689 0 0
TESLA INC COM 88160R101 6,204 5,871 SH   SOLE   5,871 0 0
UDR INC COM 902653104 212 3,530 SH   SOLE   3,530 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5,467 67,640 SH   SOLE   60,502 0 7,138
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3,453 40,749 SH   SOLE   37,802 0 2,947
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2,610 47,312 SH   SOLE   46,773 0 539
VANGUARD INDEX FDS GROWTH ETF 922908736 39,697 123,705 SH   SOLE   114,635 0 9,070
VANGUARD INDEX FDS LARGE CAP ETF 922908637 3,325 15,042 SH   SOLE   14,482 0 560
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6,728 57,993 SH   SOLE   55,577 0 2,416
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,354 7,683 SH   SOLE   7,683 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 7,322 40,938 SH   SOLE   37,976 0 2,962
VANGUARD INDEX FDS SMALL CP ETF 922908751 6,236 27,593 SH   SOLE   24,312 0 3,281
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,246 9,301 SH   SOLE   9,301 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 10,868 73,877 SH   SOLE   69,827 0 4,050
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 360 5,875 SH   SOLE   5,875 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,637 113,976 SH   SOLE   112,827 0 1,149
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1,437 26,642 SH   SOLE   26,403 0 239
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4,243 77,276 SH   SOLE   68,128 0 9,148
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 276 4,156 SH   SOLE   4,156 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 552 5,952 SH   SOLE   5,952 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 245 1,425 SH   SOLE   1,425 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 8,725 170,874 SH   SOLE   164,862 0 6,012
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 20,151 300,000 SH   SOLE   300,000 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 12,742 75,809 SH   SOLE   75,809 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 10,279 65,721 SH   SOLE   64,282 0 1,439
VERIZON COMMUNICATIONS INC COM 92343V104 9,788 188,380 SH   SOLE   181,818 0 6,562
VISA INC COM CL A 92826C839 222 1,023 SH   SOLE   1,023 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,507 67,231 SH   SOLE   65,018 0 2,213
WORLD GOLD TR SPDR GLD MINIS 98149E204 31,555 1,735,722 SH   SOLE   1,628,416 0 107,306