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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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
AMAZON COM INC COM 023135106 2,618 23,165 SH   SOLE CliftonLarsonAllen 0 0 23,165
APPLE INC COM 037833100 9,403 68,042 SH   SOLE CliftonLarsonAllen 0 0 68,042
AT&T INC COM 00206R102 322 21,000 SH   SOLE CliftonLarsonAllen 0 0 21,000
BK OF AMERICA CORP COM 060505104 1,018 33,710 SH   SOLE CliftonLarsonAllen 0 0 33,710
BOEING CO COM 097023105 1,254 10,353 SH   SOLE CliftonLarsonAllen 0 0 10,353
BRISTOL-MYERS SQUIBB CO COM 110122108 879 12,366 SH   SOLE CliftonLarsonAllen 0 0 12,366
CHEVRON CORP NEW COM 166764100 1,491 10,375 SH   SOLE CliftonLarsonAllen 0 0 10,375
CISCO SYS INC COM 17275R102 545 13,623 SH   SOLE CliftonLarsonAllen 0 0 13,623
COCA COLA CO COM 191216100 1,140 20,348 SH   SOLE CliftonLarsonAllen 0 0 20,348
COLUMBIA ETF TR I MULTI SEC MUNI 19761L607 1,033 53,051 SH   SOLE CliftonLarsonAllen 0 0 53,051
CONSTELLATION ENERGY CORP COM 21037T109 1,337 16,066 SH   SOLE CliftonLarsonAllen 0 0 16,066
DEVON ENERGY CORP NEW COM 25179M103 5,812 96,657 SH   SOLE CliftonLarsonAllen 0 0 96,657
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 58,214 2,617,529 SH   SOLE CliftonLarsonAllen 0 0 2,617,529
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 677 17,427 SH   SOLE CliftonLarsonAllen 0 0 17,427
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 597 20,178 SH   SOLE CliftonLarsonAllen 0 0 20,178
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 33,444 1,770,461 SH   SOLE CliftonLarsonAllen 0 0 1,770,461
DISNEY WALT CO COM 254687106 1,117 11,840 SH   SOLE CliftonLarsonAllen 0 0 11,840
ENBRIDGE INC COM 29250N105 616 16,597 SH   SOLE CliftonLarsonAllen 0 0 16,597
EXELON CORP COM 30161N101 1,806 48,200 SH   SOLE CliftonLarsonAllen 0 0 48,200
EXXON MOBIL CORP COM 30231G102 2,356 26,984 SH   SOLE CliftonLarsonAllen 0 0 26,984
FORD MTR CO DEL COM 345370860 432 38,564 SH   SOLE CliftonLarsonAllen 0 0 38,564
GENERAL MTRS CO COM 37045V100 608 18,955 SH   SOLE CliftonLarsonAllen 0 0 18,955
INNOVATOR ETFS TR BUFFER STEP UP S 45783Y731 363 16,000 SH   SOLE CliftonLarsonAllen 0 0 16,000
INNOVATOR ETFS TR IBD 50 ETF 45782C102 246 10,077 SH   SOLE CliftonLarsonAllen 0 0 10,077
INTEL CORP COM 458140100 454 17,606 SH   SOLE CliftonLarsonAllen 0 0 17,606
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 1,722 11,910 SH   SOLE CliftonLarsonAllen 0 0 11,910
ISHARES INC ESG AWR MSCI EM 46434G863 655 23,674 SH   SOLE CliftonLarsonAllen 0 0 23,674
ISHARES TR AGGRES ALLOC ETF 464289859 1,349 24,321 SH   SOLE CliftonLarsonAllen 0 0 24,321
ISHARES TR BLACKROCK ULTRA 46434V878 996 19,923 SH   SOLE CliftonLarsonAllen 0 0 19,923
ISHARES TR CORE DIV GRWTH 46434V621 7,781 174,977 SH   SOLE CliftonLarsonAllen 0 0 174,977
ISHARES TR CORE MSCI EAFE 46432F842 124,575 2,365,197 SH   SOLE CliftonLarsonAllen 0 0 2,365,197
ISHARES TR CORE MSCI TOTAL 46432F834 21,426 420,784 SH   SOLE CliftonLarsonAllen 0 0 420,784
ISHARES TR ESG AW MSCI EAFE 46435G516 2,479 44,170 SH   SOLE CliftonLarsonAllen 0 0 44,170
ISHARES TR ESG AWARE MSCI 46435U663 825 26,906 SH   SOLE CliftonLarsonAllen 0 0 26,906
ISHARES TR ESG AWR US AGRGT 46435U549 2,931 63,111 SH   SOLE CliftonLarsonAllen 0 0 63,111
ISHARES TR ESG MSCI EM LDRS 46436E601 610 14,958 SH   SOLE CliftonLarsonAllen 0 0 14,958
ISHARES TR ESG MSCI LEADR 46435U218 5,069 82,073 SH   SOLE CliftonLarsonAllen 0 0 82,073
ISHARES TR FALN ANGLS USD 46435G474 614 25,671 SH   SOLE CliftonLarsonAllen 0 0 25,671
ISHARES TR GRWT ALLOCAT ETF 464289867 815 18,210 SH   SOLE CliftonLarsonAllen 0 0 18,210
ISHARES TR HDG MSCI EAFE 46434V803 351 11,745 SH   SOLE CliftonLarsonAllen 0 0 11,745
ISHARES TR IBDS DEC28 ETF 46435U515 287 12,084 SH   SOLE CliftonLarsonAllen 0 0 12,084
ISHARES TR IBONDS 22 TRM TS 46436E809 7,096 279,483 SH   SOLE CliftonLarsonAllen 0 0 279,483
ISHARES TR IBONDS 23 TRM TS 46436E882 7,258 293,028 SH   SOLE CliftonLarsonAllen 0 0 293,028
ISHARES TR IBONDS 24 TRM TS 46436E874 5,284 220,622 SH   SOLE CliftonLarsonAllen 0 0 220,622
ISHARES TR IBONDS 25 TRM TS 46436E866 679 29,160 SH   SOLE CliftonLarsonAllen 0 0 29,160
ISHARES TR IBONDS 27 ETF 46435UAA9 446 19,409 SH   SOLE CliftonLarsonAllen 0 0 19,409
ISHARES TR IBONDS DEC2026 46435GAA0 1,643 71,116 SH   SOLE CliftonLarsonAllen 0 0 71,116
ISHARES TR IBONDS DEC22 ETF 46434VBA7 2,722 108,738 SH   SOLE CliftonLarsonAllen 0 0 108,738
ISHARES TR IBONDS DEC23 ETF 46434VAX8 3,148 126,183 SH   SOLE CliftonLarsonAllen 0 0 126,183
ISHARES TR IBONDS DEC24 ETF 46434VBG4 2,511 103,117 SH   SOLE CliftonLarsonAllen 0 0 103,117
ISHARES TR IBONDS DEC25 ETF 46434VBD1 1,781 73,818 SH   SOLE CliftonLarsonAllen 0 0 73,818
ISHARES TR INTL DIV GRWTH 46435G524 1,378 27,211 SH   SOLE CliftonLarsonAllen 0 0 27,211
ISHARES TR ISHS 1-5YR INVS 464288646 919 18,640 SH   SOLE CliftonLarsonAllen 0 0 18,640
ISHARES TR JPMORGAN USD EMG 464288281 17,455 219,840 SH   SOLE CliftonLarsonAllen 0 0 219,840
ISHARES TR MSCI INTL QUALTY 46434V456 2,591 93,251 SH   SOLE CliftonLarsonAllen 0 0 93,251
ISHARES TR MSCI USA QLT FCT 46432F339 13,522 130,089 SH   SOLE CliftonLarsonAllen 0 0 130,089
ISHARES TR MSCI USA VALUE 46432F388 99,812 1,219,302 SH   SOLE CliftonLarsonAllen 0 0 1,219,302
ISHARES TR US TREAS BD ETF 46429B267 10,781 473,683 SH   SOLE CliftonLarsonAllen 0 0 473,683
ISHARES TR USD GRN BOND ETF 46435U440 714 15,664 SH   SOLE CliftonLarsonAllen 0 0 15,664
ISHARES TR USD INV GRDE ETF 464288620 6,436 133,935 SH   SOLE CliftonLarsonAllen 0 0 133,935
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 42,728 1,196,203 SH   SOLE CliftonLarsonAllen 0 0 1,196,203
ISHARES U S ETF TR INT RT HDG C B 46431W705 49,299 555,546 SH   SOLE CliftonLarsonAllen 0 0 555,546
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 23,116 460,854 SH   SOLE CliftonLarsonAllen 0 0 460,854
MATTHEWS INTL CORP CL A 577128101 286 12,771 SH   SOLE CliftonLarsonAllen 0 0 12,771
MERCK & CO INC COM 58933Y105 2,171 25,209 SH   SOLE CliftonLarsonAllen 0 0 25,209
MICROSOFT CORP COM 594918104 8,472 36,377 SH   SOLE CliftonLarsonAllen 0 0 36,377
MONDELEZ INTL INC CL A 609207105 581 10,591 SH   SOLE CliftonLarsonAllen 0 0 10,591
NEXTERA ENERGY INC COM 65339F101 2,351 29,984 SH   SOLE CliftonLarsonAllen 0 0 29,984
NUVEEN AMT FREE MUN CR INC F COM 67071L106 586 50,214 SH   SOLE CliftonLarsonAllen 0 0 50,214
PFIZER INC COM 717081103 799 18,268 SH   SOLE CliftonLarsonAllen 0 0 18,268
PG&E CORP COM 69331C108 375 30,038 SH   SOLE CliftonLarsonAllen 0 0 30,038
PROCTER AND GAMBLE CO COM 742718109 2,155 17,069 SH   SOLE CliftonLarsonAllen 0 0 17,069
PROSHARES TR S&P 500 DV ARIST 74348A467 81,140 1,014,755 SH   SOLE CliftonLarsonAllen 0 0 1,014,755
ROCKWELL AUTOMATION INC COM 773903109 7,119 33,096 SH   SOLE CliftonLarsonAllen 0 0 33,096
SBA COMMUNICATIONS CORP NEW CL A 78410G104 3,301 11,595 SH   SOLE CliftonLarsonAllen 0 0 11,595
SCHWAB STRATEGIC TR US TIPS ETF 808524870 6,148 118,689 SH   SOLE CliftonLarsonAllen 0 0 118,689
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,743 41,865 SH   SOLE CliftonLarsonAllen 0 0 41,865
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1,182 45,830 SH   SOLE CliftonLarsonAllen 0 0 45,830
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,246 17,486 SH   SOLE CliftonLarsonAllen 0 0 17,486
VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 1,090 50,048 SH   SOLE CliftonLarsonAllen 0 0 50,048
VANGUARD INDEX FDS TOTAL STK MKT 922908769 6,417 35,754 SH   SOLE CliftonLarsonAllen 0 0 35,754
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 66,916 1,833,805 SH   SOLE CliftonLarsonAllen 0 0 1,833,805
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 2,506 54,294 SH   SOLE CliftonLarsonAllen 0 0 54,294
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 1,380 24,022 SH   SOLE CliftonLarsonAllen 0 0 24,022
VANGUARD WORLD FD ESG US STK ETF 921910733 664 10,556 SH   SOLE CliftonLarsonAllen 0 0 10,556
VERIZON COMMUNICATIONS INC COM 92343V104 742 19,537 SH   SOLE CliftonLarsonAllen 0 0 19,537
WHEATON PRECIOUS METALS CORP COM 962879102 385 11,888 SH   SOLE CliftonLarsonAllen 0 0 11,888
WISDOMTREE TR INTRST RATE HDGE 97717W380 2,732 59,931 SH   SOLE CliftonLarsonAllen 0 0 59,931