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
Expires: July 31, 2015
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
ABBOTT LABS COM 002824100 229,592 2,020 SH SOLE 0 0 2,020
ALPHABET INC CAP STK CL C 02079K107 765,716 5,029 SH SOLE 0 0 5,029
ALPHABET INC CAP STK CL A 02079K305 491,579 3,257 SH SOLE 0 0 3,257
AMAZON COM INC COM 023135106 551,602 3,058 SH SOLE 0 0 3,058
APPLE INC COM 037833100 4,934,162 28,774 SH SOLE 0 0 28,774
ASML HOLDING N V N Y REGISTRY SHS N07059210 390,129 402 SH SOLE 0 0 402
AXON ENTERPRISE INC COM 05464C101 247,175 790 SH SOLE 0 0 790
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,090,357 38,263 SH SOLE 0 0 38,263
BLUE OWL CAPITAL CORPORATION COM 69121K104 10,221,464 664,595 SH SOLE 0 0 664,595
BOOKING HOLDINGS INC COM 09857L108 384,677 106 SH SOLE 0 0 106
CATERPILLAR INC COM 149123101 622,931 1,700 SH SOLE 0 0 1,700
CHEVRON CORP NEW COM 166764100 226,651 1,437 SH SOLE 0 0 1,437
COCA COLA CO COM 191216100 235,526 3,850 SH SOLE 0 0 3,850
CORNING INC COM 219350105 247,200 7,500 SH SOLE 0 0 7,500
COSTCO WHSL CORP NEW COM 22160K105 742,828 1,014 SH SOLE 0 0 1,014
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 21,689,784 590,198 SH SOLE 0 0 590,198
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 6,121,222 98,191 SH SOLE 0 0 98,191
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 2,100,469 70,039 SH SOLE 0 0 70,039
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 203,322 8,225 SH SOLE 0 0 8,225
EMERSON ELEC CO COM 291011104 399,579 3,523 SH SOLE 0 0 3,523
EXXON MOBIL CORP COM 30231G102 1,205,543 10,371 SH SOLE 0 0 10,371
FISERV INC COM 337738108 3,096,672 19,376 SH SOLE 0 0 19,376
GALLAGHER ARTHUR J & CO COM 363576109 250,040 1,000 SH SOLE 0 0 1,000
GENERAL DYNAMICS CORP COM 369550108 338,988 1,200 SH SOLE 0 0 1,200
GOLDMAN SACHS GROUP INC COM 38141G104 290,855 696 SH SOLE 0 0 696
HOME DEPOT INC COM 437076102 907,627 2,366 SH SOLE 0 0 2,366
HUMANA INC COM 444859102 346,720 1,000 SH SOLE 0 0 1,000
HUNTINGTON BANCSHARES INC COM 446150104 613,947 44,011 SH SOLE 0 0 44,011
ICON PLC SHS G4705A100 210,641 627 SH SOLE 0 0 627
ILLINOIS TOOL WKS INC COM 452308109 487,287 1,816 SH SOLE 0 0 1,816
INTEL CORP COM 458140100 329,711 7,465 SH SOLE 0 0 7,465
ISHARES TR CORE S&P MCP ETF 464287507 6,729,141 110,786 SH SOLE 0 0 110,786
ISHARES TR MSCI EAFE ETF 464287465 1,397,969 17,505 SH SOLE 0 0 17,505
ISHARES TR CORE S&P TTL STK 464287150 731,371 6,343 SH SOLE 0 0 6,343
ISHARES TR CORE S&P500 ETF 464287200 367,711 699 SH SOLE 0 0 699
JOHNSON & JOHNSON COM 478160104 442,685 2,798 SH SOLE 0 0 2,798
JPMORGAN CHASE & CO COM 46625H100 3,802,354 18,983 SH SOLE 0 0 18,983
MASTERCARD INCORPORATED CL A 57636Q104 276,060 573 SH SOLE 0 0 573
MERCADOLIBRE INC COM 58733R102 312,976 207 SH SOLE 0 0 207
META PLATFORMS INC CL A 30303M102 551,651 1,136 SH SOLE 0 0 1,136
MICROSOFT CORP COM 594918104 1,500,133 3,566 SH SOLE 0 0 3,566
NEXTERA ENERGY INC COM 65339F101 207,835 3,252 SH SOLE 0 0 3,252
NORFOLK SOUTHN CORP COM 655844108 281,610 1,105 SH SOLE 0 0 1,105
NVIDIA CORPORATION COM 67066G104 1,790,056 1,981 SH SOLE 0 0 1,981
OAKTREE SPECIALTY LENDING CO COM 67401P405 8,824,837 448,873 SH SOLE 0 0 448,873
PALO ALTO NETWORKS INC COM 697435105 663,159 2,334 SH SOLE 0 0 2,334
PEPSICO INC COM 713448108 467,277 2,670 SH SOLE 0 0 2,670
PFIZER INC COM 717081103 285,021 10,271 SH SOLE 0 0 10,271
PROCTER AND GAMBLE CO COM 742718109 523,003 3,223 SH SOLE 0 0 3,223
RTX CORPORATION COM 75513E101 445,517 4,568 SH SOLE 0 0 4,568
ROOT INC COM CL A 77664L108 617,397 10,108 SH SOLE 0 0 10,108
SALESFORCE INC COM 79466L302 301,782 1,002 SH SOLE 0 0 1,002
SCHWAB CHARLES CORP COM 808513105 228,777 3,163 SH SOLE 0 0 3,163
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9,958,071 123,503 SH SOLE 0 0 123,503
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6,918,126 177,297 SH SOLE 0 0 177,297
SOUTHERN CO COM 842587107 311,814 4,346 SH SOLE 0 0 4,346
SPDR S&P 500 ETF TR TR UNIT 78462F103 46,573,293 89,038 SH SOLE 0 0 89,038
TOAST INC CL A 888787108 263,903 10,590 SH SOLE 0 0 10,590
UNION PAC CORP COM 907818108 553,097 2,249 SH SOLE 0 0 2,249
UNITED PARCEL SERVICE INC CL B 911312106 204,690 1,377 SH SOLE 0 0 1,377
US BANCORP DEL COM NEW 902973304 297,247 6,650 SH SOLE 0 0 6,650
VANGUARD INDEX FDS TOTAL STK MKT 922908769 14,785,048 56,887 SH SOLE 0 0 56,887
VANGUARD INDEX FDS VALUE ETF 922908744 14,200,737 87,196 SH SOLE 0 0 87,196
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,739,193 9,859 SH SOLE 0 0 9,859
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,833,634 12,396 SH SOLE 0 0 12,396
VANGUARD INDEX FDS GROWTH ETF 922908736 1,251,643 3,636 SH SOLE 0 0 3,636
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2,851,695 56,358 SH SOLE 0 0 56,358
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 658,052 3,604 SH SOLE 0 0 3,604
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,383,783 27,582 SH SOLE 0 0 27,582
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6,481,637 53,572 SH SOLE 0 0 53,572
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 228,319 844 SH SOLE 0 0 844
WALMART INC COM 931142103 536,897 8,923 SH SOLE 0 0 8,923
WELLS FARGO CO NEW COM 949746101 1,474,070 25,433 SH SOLE 0 0 25,433