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
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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 764 6,910 SH   SOLE   6,758 0 152
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 225 1,604 SH   SOLE   1,604 0 0
ALPHABET INC CAP STK CL A 02079K305 2,776 29,020 SH   SOLE   29,020 0 0
ALPHABET INC CAP STK CL C 02079K107 4,510 46,901 SH   SOLE   46,901 0 0
AMAZON COM INC COM 023135106 415 3,676 SH   SOLE   3,676 0 0
AMERICAN TOWER CORP NEW COM 03027X100 602 2,805 SH   SOLE   2,805 0 0
APPLE INC COM 037833100 10,551 76,346 SH   SOLE   75,861 0 485
AVALONBAY CMNTYS INC COM 053484101 267 1,448 SH   SOLE   1,448 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,044 7,655 SH   SOLE   3,844 0 3,811
CAPSTAR FINL HLDGS INC COM 14070T102 185 10,000 SH   SOLE   10,000 0 0
CASA SYS INC COM 14713L102 63 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100 11,985 83,423 SH   SOLE   81,156 0 2,267
CIGNA CORP NEW COM 125523100 564 2,033 SH   SOLE   2,033 0 0
COLGATE PALMOLIVE CO COM 194162103 411 5,857 SH   SOLE   5,857 0 0
CROWN CASTLE INC COM 22822V101 577 3,993 SH   SOLE   3,993 0 0
DIGITAL RLTY TR INC COM 253868103 303 3,059 SH   SOLE   3,059 0 0
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 382 18,693 SH   SOLE   18,693 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1,928 95,963 SH   SOLE   95,063 0 900
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1,105 42,902 SH   SOLE   42,902 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1,542 71,509 SH   SOLE   67,175 0 4,334
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3,143 164,055 SH   SOLE   157,284 0 6,771
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 576 12,345 SH   SOLE   12,345 0 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 579 23,024 SH   SOLE   21,724 0 1,300
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 24,697 636,203 SH   SOLE   632,682 0 3,521
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 29,552 998,044 SH   SOLE   973,002 0 25,042
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 564 27,435 SH   SOLE   26,970 0 465
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7,733 166,239 SH   SOLE   164,103 0 2,136
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 785 36,040 SH   SOLE   35,575 0 465
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7,681 197,109 SH   SOLE   185,569 0 11,540
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 9,176 485,739 SH   SOLE   479,841 0 5,898
DISNEY WALT CO COM 254687106 3,270 34,671 SH   SOLE   34,667 0 4
DOW INC COM 260557103 11,734 267,098 SH   SOLE   259,945 0 7,153
EQUINIX INC COM 29444U700 536 943 SH   SOLE   943 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 238 3,536 SH   SOLE   3,536 0 0
EXTRA SPACE STORAGE INC COM 30225T102 243 1,407 SH   SOLE   1,407 0 0
EXXON MOBIL CORP COM 30231G102 1,745 19,985 SH   SOLE   19,816 0 169
HOME DEPOT INC COM 437076102 719 2,605 SH   SOLE   2,605 0 0
HOMOLOGY MEDICINES INC COM 438083107 59 36,955 SH   SOLE   36,955 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 14,219 119,678 SH   SOLE   116,407 0 3,271
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,497 11,760 SH   SOLE   11,760 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 7,636 28,573 SH   SOLE   28,505 0 68
INVITATION HOMES INC COM 46187W107 210 6,226 SH   SOLE   6,226 0 0
ISHARES GOLD TR ISHARES NEW 464285204 9,980 316,512 SH   SOLE   287,942 0 28,570
ISHARES TR 1 3 YR TREAS BD 464287457 2,647 32,590 SH   SOLE   32,293 0 297
ISHARES TR COHEN STEER REIT 464287564 293 5,451 SH   SOLE   5,451 0 0
ISHARES TR CORE S&P SCP ETF 464287804 992 11,382 SH   SOLE   11,382 0 0
ISHARES TR CORE S&P500 ETF 464287200 766 2,136 SH   SOLE   2,136 0 0
ISHARES TR CORE US AGGBD ET 464287226 1,108 11,503 SH   SOLE   10,238 0 1,265
ISHARES TR IBONDS 22 TRM TS 46436E809 238 9,366 SH   SOLE   9,366 0 0
ISHARES TR MSCI EAFE ETF 464287465 246 4,394 SH   SOLE   3,319 0 1,075
ISHARES TR MSCI EMG MKT ETF 464287234 468 13,419 SH   SOLE   12,448 0 971
ISHARES TR RUS 1000 GRW ETF 464287614 1,207 5,739 SH   SOLE   4,917 0 822
ISHARES TR RUS 1000 VAL ETF 464287598 844 6,210 SH   SOLE   2,530 0 3,680
ISHARES TR RUSSELL 2000 ETF 464287655 598 3,628 SH   SOLE   3,628 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 1,003 17,336 SH   SOLE   15,936 0 1,400
ISHARES TR S&P 500 VAL ETF 464287408 349 2,718 SH   SOLE   2,718 0 0
ISHARES TR SP SMCP600VL ETF 464287879 1,051 12,743 SH   SOLE   12,233 0 510
ISHARES TR TIPS BD ETF 464287176 5,877 56,028 SH   SOLE   32,361 0 23,667
JPMORGAN CHASE & CO COM 46625H100 2,256 21,585 SH   SOLE   21,585 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 94 11,337 SH   SOLE   11,090 0 247
LILLY ELI & CO COM 532457108 695 2,150 SH   SOLE   2,150 0 0
MASTERCARD INCORPORATED CL A 57636Q104 604 2,126 SH   SOLE   2,126 0 0
MCDONALDS CORP COM 580135101 843 3,654 SH   SOLE   3,654 0 0
MEDTRONIC PLC SHS G5960L103 232 2,868 SH   SOLE   2,868 0 0
MICROSOFT CORP COM 594918104 2,021 8,678 SH   SOLE   8,678 0 0
MONDELEZ INTL INC CL A 609207105 2,363 43,098 SH   SOLE   43,098 0 0
NEXTERA ENERGY INC COM 65339F101 604 7,708 SH   SOLE   7,708 0 0
NIKE INC CL B 654106103 1,873 22,538 SH   SOLE   22,538 0 0
PEPSICO INC COM 713448108 692 4,238 SH   SOLE   4,238 0 0
PFIZER INC COM 717081103 244 5,572 SH   SOLE   5,572 0 0
PHILIP MORRIS INTL INC COM 718172109 852 10,263 SH   SOLE   10,263 0 0
PROCTER AND GAMBLE CO COM 742718109 617 4,890 SH   SOLE   4,890 0 0
PROLOGIS INC. COM 74340W103 563 5,542 SH   SOLE   5,542 0 0
PUBLIC STORAGE COM 74460D109 466 1,590 SH   SOLE   1,590 0 0
REALTY INCOME CORP COM 756109104 357 6,132 SH   SOLE   6,132 0 0
SALESFORCE INC COM 79466L302 1,693 11,767 SH   SOLE   11,767 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 321 1,126 SH   SOLE   1,126 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 810 36,169 SH   SOLE   36,169 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 880 31,280 SH   SOLE   31,280 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 15,405 366,872 SH   SOLE   366,872 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1,185 20,260 SH   SOLE   20,260 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1,359 32,084 SH   SOLE   32,084 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2,157 57,060 SH   SOLE   52,900 0 4,160
SIMON PPTY GROUP INC NEW COM 828806109 306 3,405 SH   SOLE   3,405 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 607 2,113 SH   SOLE   2,113 0 0
SPDR GOLD TR GOLD SHS 78463V107 375 2,422 SH   SOLE   2,372 0 50
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3,007 116,556 SH   SOLE   114,436 0 2,120
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1,622 52,252 SH   SOLE   50,792 0 1,460
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,864 24,818 SH   SOLE   24,545 0 273
SPDR SER TR PORTFOLIO S&P500 78464A854 1,915 45,602 SH   SOLE   41,823 0 3,779
SPDR SER TR PORTFOLIO S&P600 78468R853 784 23,020 SH   SOLE   21,515 0 1,505
SPDR SER TR PRTFLO S&P500 VL 78464A508 2,275 65,957 SH   SOLE   64,967 0 990
SPDR SER TR S&P 600 SMCP VAL 78464A300 1,346 20,051 SH   SOLE   20,051 0 0
TE CONNECTIVITY LTD SHS H84989104 297 2,689 SH   SOLE   2,689 0 0
TESLA INC COM 88160R101 4,675 17,625 SH   SOLE   17,625 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,731 36,502 SH   SOLE   29,403 0 7,099
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 608 8,527 SH   SOLE   8,527 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 361 7,574 SH   SOLE   7,031 0 543
VANGUARD INDEX FDS GROWTH ETF 922908736 27,136 126,833 SH   SOLE   117,503 0 9,330
VANGUARD INDEX FDS LARGE CAP ETF 922908637 2,452 14,990 SH   SOLE   14,430 0 560
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4,961 61,877 SH   SOLE   59,727 0 2,150
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,714 8,267 SH   SOLE   8,267 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 6,298 43,919 SH   SOLE   40,768 0 3,151
VANGUARD INDEX FDS SMALL CP ETF 922908751 4,932 28,858 SH   SOLE   25,652 0 3,206
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,701 9,475 SH   SOLE   9,475 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 9,422 76,305 SH   SOLE   72,208 0 4,097
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 390 8,800 SH   SOLE   8,800 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,315 118,246 SH   SOLE   117,070 0 1,176
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 340 8,907 SH   SOLE   8,668 0 239
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 716 14,887 SH   SOLE   4,873 0 10,014
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4,397 91,342 SH   SOLE   90,561 0 781
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6,529 179,559 SH   SOLE   173,537 0 6,022
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 15,832 304,231 SH   SOLE   304,231 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 9,400 75,306 SH   SOLE   75,306 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 8,418 59,171 SH   SOLE   54,957 0 4,214
VERIZON COMMUNICATIONS INC COM 92343V104 11,322 298,173 SH   SOLE   289,430 0 8,743
VICI PPTYS INC COM 925652109 294 9,835 SH   SOLE   9,835 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,277 136,201 SH   SOLE   132,261 0 3,940
WORLD GOLD TR SPDR GLD MINIS 98149E303 29,653 899,106 SH   SOLE   848,622 0 50,484