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 1,014 6,809 SH   SOLE   6,667 0 142
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 312 1,550 SH   SOLE   1,550 0 0
ALPHABET INC CAP STK CL A 02079K305 4,047 1,455 SH   SOLE   1,455 0 0
ALPHABET INC CAP STK CL C 02079K107 6,444 2,307 SH   SOLE   2,307 0 0
AMERICAN TOWER CORP NEW COM 03027X100 905 3,604 SH   SOLE   3,604 0 0
APPLE INC COM 037833100 12,735 72,934 SH   SOLE   72,918 0 16
AVALONBAY CMNTYS INC COM 053484101 389 1,567 SH   SOLE   1,567 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,679 7,591 SH   SOLE   3,780 0 3,811
BOSTON PROPERTIES INC COM 101121101 204 1,583 SH   SOLE   1,583 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 211 10,000 SH   SOLE   10,000 0 0
CASA SYS INC COM 14713L102 90 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100 21,199 130,188 SH   SOLE   126,143 0 4,045
CIGNA CORP NEW COM 125523100 487 2,033 SH   SOLE   2,033 0 0
COLGATE PALMOLIVE CO COM 194162103 443 5,844 SH   SOLE   5,844 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 816 4,418 SH   SOLE   4,418 0 0
DIGITAL RLTY TR INC COM 253868103 456 3,214 SH   SOLE   3,214 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1,367 52,075 SH   SOLE   49,897 0 2,178
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 846 25,283 SH   SOLE   25,283 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3,445 122,379 SH   SOLE   114,405 0 7,974
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2,347 74,476 SH   SOLE   74,476 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 30,633 624,900 SH   SOLE   621,536 0 3,364
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 8,507 151,760 SH   SOLE   148,745 0 3,015
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 9,068 194,666 SH   SOLE   182,721 0 11,945
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 13,387 536,561 SH   SOLE   532,067 0 4,494
DISNEY WALT CO COM 254687106 1,977 14,419 SH   SOLE   14,406 0 13
DOW INC COM 260557103 15,551 244,049 SH   SOLE   236,137 0 7,912
DUKE REALTY CORP COM NEW 264411505 248 4,275 SH   SOLE   4,275 0 0
EQUINIX INC COM 29444U700 757 1,021 SH   SOLE   1,021 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 347 3,854 SH   SOLE   3,854 0 0
ESSEX PPTY TR INC COM 297178105 248 718 SH   SOLE   718 0 0
EXTRA SPACE STORAGE INC COM 30225T102 308 1,496 SH   SOLE   1,496 0 0
EXXON MOBIL CORP COM 30231G102 2,025 24,514 SH   SOLE   24,290 0 224
HOME DEPOT INC COM 437076102 648 2,166 SH   SOLE   2,166 0 0
HOMOLOGY MEDICINES INC COM 438083107 112 36,955 SH   SOLE   36,955 0 0
ILLINOIS TOOL WKS INC COM 452308109 203 970 SH   SOLE   970 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 14,608 112,351 SH   SOLE   108,645 0 3,706
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,549 9,820 SH   SOLE   9,820 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 10,465 28,866 SH   SOLE   28,866 0 0
INVITATION HOMES INC COM 46187W107 271 6,746 SH   SOLE   6,746 0 0
ISHARES GOLD TR ISHARES NEW 464285204 12,227 331,990 SH   SOLE   300,949 0 31,041
ISHARES INC MSCI EMRG CHN 46434G764 206 3,538 SH   SOLE   3,538 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,533 30,384 SH   SOLE   30,087 0 297
ISHARES TR COHEN STEER REIT 464287564 408 5,740 SH   SOLE   5,740 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,240 11,497 SH   SOLE   11,497 0 0
ISHARES TR CORE S&P500 ETF 464287200 994 2,191 SH   SOLE   2,191 0 0
ISHARES TR CORE US AGGBD ET 464287226 2,335 21,798 SH   SOLE   20,533 0 1,265
ISHARES TR MSCI EAFE ETF 464287465 325 4,419 SH   SOLE   3,344 0 1,075
ISHARES TR MSCI EMG MKT ETF 464287234 611 13,529 SH   SOLE   12,558 0 971
ISHARES TR RUS 1000 GRW ETF 464287614 1,593 5,739 SH   SOLE   4,917 0 822
ISHARES TR RUS 1000 VAL ETF 464287598 420 2,530 SH   SOLE   2,530 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 221 1,368 SH   SOLE   1,368 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 745 3,628 SH   SOLE   3,628 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 1,252 16,396 SH   SOLE   13,931 0 2,465
ISHARES TR S&P 500 VAL ETF 464287408 420 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 1,243 12,142 SH   SOLE   11,632 0 510
ISHARES TR TIPS BD ETF 464287176 1,282 10,290 SH   SOLE   9,450 0 840
JOHNSON CTLS INTL PLC SHS G51502105 205 3,130 SH   SOLE   3,130 0 0
JPMORGAN CHASE & CO COM 46625H100 411 3,012 SH   SOLE   3,012 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 188 14,349 SH   SOLE   13,767 0 582
LILLY ELI & CO COM 532457108 816 2,850 SH   SOLE   2,850 0 0
MASTERCARD INCORPORATED CL A 57636Q104 758 2,120 SH   SOLE   2,120 0 0
MCDONALDS CORP COM 580135101 894 3,615 SH   SOLE   3,615 0 0
MEDTRONIC PLC SHS G5960L103 322 2,902 SH   SOLE   2,902 0 0
MICROSOFT CORP COM 594918104 246 797 SH   SOLE   787 0 10
MID-AMER APT CMNTYS INC COM 59522J103 269 1,284 SH   SOLE   1,284 0 0
MONDELEZ INTL INC CL A 609207105 2,662 42,400 SH   SOLE   42,400 0 0
NEXTERA ENERGY INC COM 65339F101 653 7,708 SH   SOLE   7,708 0 0
NIKE INC CL B 654106103 475 3,532 SH   SOLE   3,532 0 0
PEPSICO INC COM 713448108 695 4,151 SH   SOLE   4,151 0 0
PFIZER INC COM 717081103 288 5,572 SH   SOLE   5,572 0 0
PHILIP MORRIS INTL INC COM 718172109 939 10,000 SH   SOLE   10,000 0 0
PROCTER AND GAMBLE CO COM 742718109 745 4,875 SH   SOLE   4,875 0 0
PROLOGIS INC. COM 74340W103 854 5,289 SH   SOLE   5,289 0 0
PUBLIC STORAGE COM 74460D109 654 1,675 SH   SOLE   1,675 0 0
REALTY INCOME CORP COM 756109104 445 6,421 SH   SOLE   6,421 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 402 1,168 SH   SOLE   1,168 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 690 24,854 SH   SOLE   24,854 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 207 5,629 SH   SOLE   5,629 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 18,166 340,260 SH   SOLE   340,260 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1,446 20,260 SH   SOLE   20,260 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1,728 32,084 SH   SOLE   32,084 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2,172 45,852 SH   SOLE   41,692 0 4,160
SERVICENOW INC COM 81762P102 225 403 SH   SOLE   400 0 3
SIMON PPTY GROUP INC NEW COM 828806109 490 3,724 SH   SOLE   3,724 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 727 2,096 SH   SOLE   2,096 0 0
SPDR GOLD TR GOLD SHS 78463V107 489 2,707 SH   SOLE   2,657 0 50
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3,672 107,123 SH   SOLE   103,115 0 4,008
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1,900 49,165 SH   SOLE   47,276 0 1,889
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,187 24,770 SH   SOLE   24,497 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 2,241 42,183 SH   SOLE   37,036 0 5,147
SPDR SER TR PORTFOLIO S&P600 78468R853 651 15,484 SH   SOLE   13,979 0 1,505
SPDR SER TR PRTFLO S&P500 VL 78464A508 2,164 51,827 SH   SOLE   50,837 0 990
SPDR SER TR S&P 600 SMCP VAL 78464A300 1,455 17,458 SH   SOLE   17,458 0 0
SUN CMNTYS INC COM 866674104 232 1,321 SH   SOLE   1,321 0 0
TE CONNECTIVITY LTD SHS H84989104 352 2,689 SH   SOLE   2,689 0 0
TESLA INC COM 88160R101 6,334 5,878 SH   SOLE   5,875 0 3
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,978 38,224 SH   SOLE   31,146 0 7,078
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,039 13,060 SH   SOLE   10,640 0 2,420
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 323 6,157 SH   SOLE   5,617 0 540
VANGUARD INDEX FDS GROWTH ETF 922908736 35,328 122,836 SH   SOLE   113,617 0 9,219
VANGUARD INDEX FDS LARGE CAP ETF 922908637 3,143 15,077 SH   SOLE   14,517 0 560
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5,601 51,688 SH   SOLE   49,270 0 2,418
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,233 7,787 SH   SOLE   7,787 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 6,875 39,076 SH   SOLE   36,114 0 2,962
VANGUARD INDEX FDS SMALL CP ETF 922908751 5,754 27,073 SH   SOLE   23,748 0 3,325
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,115 9,292 SH   SOLE   9,292 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 9,948 67,316 SH   SOLE   63,341 0 3,975
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 325 5,640 SH   SOLE   5,640 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,956 107,431 SH   SOLE   106,279 0 1,152
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1,145 22,042 SH   SOLE   21,803 0 239
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4,012 77,824 SH   SOLE   68,371 0 9,453
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 231 1,425 SH   SOLE   1,425 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7,885 164,175 SH   SOLE   158,162 0 6,013
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 19,983 295,525 SH   SOLE   295,525 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 12,092 76,030 SH   SOLE   76,030 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 10,552 65,213 SH   SOLE   63,783 0 1,430
VERIZON COMMUNICATIONS INC COM 92343V104 12,250 240,486 SH   SOLE   233,029 0 7,457
VISA INC COM CL A 92826C839 219 989 SH   SOLE   989 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,167 48,395 SH   SOLE   47,037 0 1,358
WORLD GOLD TR SPDR GLD MINIS 98149E303 33,355 867,051 SH   SOLE   817,172 0 49,879