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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   222,104 2,018 SH   SOLE   0 0 2,018
ABBVIE INC COM 00287Y109   201,214 1,298 SH   SOLE   0 0 1,298
ALPHABET INC CAP STK CL C 02079K107   708,737 5,029 SH   SOLE   0 0 5,029
ALPHABET INC CAP STK CL A 02079K305   464,749 3,327 SH   SOLE   0 0 3,327
AMAZON COM INC COM 023135106   465,392 3,063 SH   SOLE   0 0 3,063
APPLE INC COM 037833100   5,697,530 29,593 SH   SOLE   0 0 29,593
ASML HOLDING N V N Y REGISTRY SHS N07059210   379,974 502 SH   SOLE   0 0 502
AXON ENTERPRISE INC COM 05464C101   204,081 790 SH   SOLE   0 0 790
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   13,145,418 36,857 SH   SOLE   0 0 36,857
BLUE OWL CAPITAL CORPORATION COM 69121K104   12,395,536 839,806 SH   SOLE   0 0 839,806
BOOKING HOLDINGS INC COM 09857L108   376,005 106 SH   SOLE   0 0 106
CATERPILLAR INC COM 149123101   502,639 1,700 SH   SOLE   0 0 1,700
CHEVRON CORP NEW COM 166764100   245,341 1,645 SH   SOLE   0 0 1,645
COCA COLA CO COM 191216100   226,864 3,850 SH   SOLE   0 0 3,850
CORNING INC COM 219350105   228,375 7,500 SH   SOLE   0 0 7,500
COSTCO WHSL CORP NEW COM 22160K105   669,268 1,014 SH   SOLE   0 0 1,014
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   19,494,663 567,365 SH   SOLE   0 0 567,365
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   4,959,821 83,191 SH   SOLE   0 0 83,191
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666   1,850,685 68,417 SH   SOLE   0 0 68,417
EMERSON ELEC CO COM 291011104   342,894 3,523 SH   SOLE   0 0 3,523
EXXON MOBIL CORP COM 30231G102   1,287,239 12,875 SH   SOLE   0 0 12,875
FISERV INC COM 337738108   2,573,908 19,376 SH   SOLE   0 0 19,376
GALLAGHER ARTHUR J & CO COM 363576109   224,880 1,000 SH   SOLE   0 0 1,000
GENERAL DYNAMICS CORP COM 369550108   311,604 1,200 SH   SOLE   0 0 1,200
GOLDMAN SACHS GROUP INC COM 38141G104   267,147 693 SH   SOLE   0 0 693
HOME DEPOT INC COM 437076102   819,780 2,366 SH   SOLE   0 0 2,366
HUMANA INC COM 444859102   457,810 1,000 SH   SOLE   0 0 1,000
HUNTINGTON BANCSHARES INC COM 446150104   696,353 54,745 SH   SOLE   0 0 54,745
ILLINOIS TOOL WKS INC COM 452308109   475,683 1,816 SH   SOLE   0 0 1,816
INTEL CORP COM 458140100   655,359 13,042 SH   SOLE   0 0 13,042
ISHARES TR CORE S&P MCP ETF 464287507   5,503,151 19,856 SH   SOLE   0 0 19,856
ISHARES TR MSCI EAFE ETF 464287465   1,456,534 19,330 SH   SOLE   0 0 19,330
ISHARES TR CORE S&P TTL STK 464287150   612,615 5,822 SH   SOLE   0 0 5,822
ISHARES TR CORE S&P500 ETF 464287200   323,489 677 SH   SOLE   0 0 677
JOHNSON & JOHNSON COM 478160104   429,807 2,742 SH   SOLE   0 0 2,742
JPMORGAN CHASE & CO COM 46625H100   3,754,421 22,072 SH   SOLE   0 0 22,072
MASTERCARD INCORPORATED CL A 57636Q104   244,458 573 SH   SOLE   0 0 573
MERCADOLIBRE INC COM 58733R102   325,309 207 SH   SOLE   0 0 207
META PLATFORMS INC CL A 30303M102   402,099 1,136 SH   SOLE   0 0 1,136
MICROSOFT CORP COM 594918104   1,387,700 3,690 SH   SOLE   0 0 3,690
NORFOLK SOUTHN CORP COM 655844108   261,143 1,105 SH   SOLE   0 0 1,105
NVIDIA CORPORATION COM 67066G104   1,129,633 2,281 SH   SOLE   0 0 2,281
OAKTREE SPECIALTY LENDING CO COM 67401P405   9,901,454 484,890 SH   SOLE   0 0 484,890
PALO ALTO NETWORKS INC COM 697435105   688,250 2,334 SH   SOLE   0 0 2,334
PEPSICO INC COM 713448108   444,981 2,620 SH   SOLE   0 0 2,620
PFIZER INC COM 717081103   291,582 10,128 SH   SOLE   0 0 10,128
PROCTER AND GAMBLE CO COM 742718109   439,797 3,001 SH   SOLE   0 0 3,001
RTX CORPORATION COM 75513E101   384,352 4,568 SH   SOLE   0 0 4,568
ROOT INC COM CL A 77664L108   105,932 10,108 SH   SOLE   0 0 10,108
SALESFORCE INC COM 79466L302   263,666 1,002 SH   SOLE   0 0 1,002
SCHWAB CHARLES CORP COM 808513105   537,658 7,815 SH   SOLE   0 0 7,815
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   8,451,308 111,012 SH   SOLE   0 0 111,012
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   5,794,919 156,789 SH   SOLE   0 0 156,789
SNOWFLAKE INC CL A 833445109   201,189 1,011 SH   SOLE   0 0 1,011
SOUTHERN CO COM 842587107   317,618 4,530 SH   SOLE   0 0 4,530
SPDR S&P 500 ETF TR TR UNIT 78462F103   42,434,622 89,278 SH   SOLE   0 0 89,278
SPLUNK INC COM 848637104   208,567 1,369 SH   SOLE   0 0 1,369
TOAST INC CL A 888787108   381,817 20,910 SH   SOLE   0 0 20,910
UNION PAC CORP COM 907818108   552,399 2,249 SH   SOLE   0 0 2,249
UNITED PARCEL SERVICE INC CL B 911312106   227,237 1,445 SH   SOLE   0 0 1,445
UNITEDHEALTH GROUP INC COM 91324P102   288,554 548 SH   SOLE   0 0 548
US BANCORP DEL COM NEW 902973304   341,087 7,881 SH   SOLE   0 0 7,881
VANGUARD INDEX FDS VALUE ETF 922908744   15,009,346 100,397 SH   SOLE   0 0 100,397
VANGUARD INDEX FDS TOTAL STK MKT 922908769   9,796,133 41,296 SH   SOLE   0 0 41,296
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   4,316,900 9,883 SH   SOLE   0 0 9,883
VANGUARD INDEX FDS SMALL CP ETF 922908751   2,590,856 12,145 SH   SOLE   0 0 12,145
VANGUARD INDEX FDS GROWTH ETF 922908736   989,777 3,184 SH   SOLE   0 0 3,184
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   2,572,463 50,391 SH   SOLE   0 0 50,391
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   612,874 3,597 SH   SOLE   0 0 3,597
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858   1,412,192 29,482 SH   SOLE   0 0 29,482
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   6,492,782 58,163 SH   SOLE   0 0 58,163
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   211,591 844 SH   SOLE   0 0 844
VERIZON COMMUNICATIONS INC COM 92343V104   516,801 13,708 SH   SOLE   0 0 13,708
WALMART INC COM 931142103   468,851 2,974 SH   SOLE   0 0 2,974
WELLS FARGO CO NEW COM 949746101   1,317,609 26,770 SH   SOLE   0 0 26,770