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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
3M CO COM 88579Y101   6,929,686 63,389 SH   SOLE   59,784 0 3,605
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   223,242 1,761 SH   SOLE   1,761 0 0
ALPHABET INC CAP STK CL A 02079K305   4,029,638 28,847 SH   SOLE   28,820 0 27
ALPHABET INC CAP STK CL C 02079K107   9,083,785 64,456 SH   SOLE   61,850 0 2,606
AMERICAN TOWER CORP NEW COM 03027X100   828,548 3,838 SH   SOLE   3,718 0 120
APPLE INC COM 037833100   14,341,920 74,492 SH   SOLE   71,316 0 3,176
AVALONBAY CMNTYS INC COM 053484101   295,995 1,581 SH   SOLE   1,581 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,444,697 12,462 SH   SOLE   6,550 0 5,912
BROWN FORMAN CORP CL A 115637100   1,569,553 26,339 SH   SOLE   25,436 0 903
BROWN FORMAN CORP CL B 115637209   414,315 7,256 SH   SOLE   7,130 0 126
CAPSTAR FINL HLDGS INC COM 14070T102   187,400 10,000 SH   SOLE   10,000 0 0
CASA SYS INC COM 14713L102   10,600 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100   589,080 3,949 SH   SOLE   3,896 0 53
COLGATE PALMOLIVE CO COM 194162103   406,090 5,095 SH   SOLE   4,800 0 295
CROWN CASTLE INC COM 22822V101   568,348 4,934 SH   SOLE   4,934 0 0
DIGITAL RLTY TR INC COM 253868103   450,440 3,347 SH   SOLE   3,347 0 0
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872   801,403 18,901 SH   SOLE   11,791 0 7,110
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   3,570,304 143,041 SH   SOLE   105,587 0 37,454
DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740   271,278 10,765 SH   SOLE   9,954 0 811
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   2,110,084 87,519 SH   SOLE   73,766 0 13,753
DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583   534,970 10,044 SH   SOLE   7,518 0 2,526
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   3,883,325 149,474 SH   SOLE   100,616 0 48,858
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   1,469,062 42,755 SH   SOLE   42,378 0 377
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   2,033,899 71,016 SH   SOLE   63,591 0 7,425
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   8,423,771 329,956 SH   SOLE   233,182 0 96,774
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849   3,646,449 75,169 SH   SOLE   61,758 0 13,411
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   846,839 18,014 SH   SOLE   12,119 0 5,895
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   1,041,357 31,319 SH   SOLE   26,002 0 5,317
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   293,557 10,043 SH   SOLE   10,043 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   33,955,727 655,137 SH   SOLE   627,995 0 27,142
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   1,465,462 51,222 SH   SOLE   35,006 0 16,216
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666   2,060,913 76,189 SH   SOLE   26,970 0 49,219
DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641   475,716 8,472 SH   SOLE   1,120 0 7,352
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724   34,794,978 934,846 SH   SOLE   840,438 0 94,408
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   1,353,735 59,531 SH   SOLE   54,474 0 5,057
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   10,728,683 179,951 SH   SOLE   154,393 0 25,558
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   3,176,852 109,095 SH   SOLE   69,110 0 39,985
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   9,102,649 173,947 SH   SOLE   149,998 0 23,949
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880   10,120,161 414,421 SH   SOLE   357,275 0 57,146
DISNEY WALT CO COM 254687106   1,286,452 14,248 SH   SOLE   14,244 0 4
DOW INC COM 260557103   9,140,429 166,674 SH   SOLE   158,026 0 8,648
ELI LILLY & CO COM 532457108   1,042,261 1,788 SH   SOLE   1,735 0 53
EQUINIX INC COM 29444U700   739,349 918 SH   SOLE   918 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   237,057 3,876 SH   SOLE   3,876 0 0
EXTRA SPACE STORAGE INC COM 30225T102   378,219 2,359 SH   SOLE   2,359 0 0
EXXON MOBIL CORP COM 30231G102   1,775,645 17,760 SH   SOLE   17,216 0 544
GLOBAL X FDS US PFD ETF 37954Y657   195,960 10,101 SH   SOLE   10,101 0 0
HOME DEPOT INC COM 437076102   750,628 2,166 SH   SOLE   2,166 0 0
HOMOLOGY MEDICINES INC COM 438083107   22,469 36,955 SH   SOLE   36,955 0 0
INTEL CORP COM 458140100   4,946,661 98,441 SH   SOLE   93,566 0 4,875
INTERNATIONAL BUSINESS MACHS COM 459200101   4,747,366 29,027 SH   SOLE   27,479 0 1,548
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,846,260 11,700 SH   SOLE   11,700 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   13,505,451 32,979 SH   SOLE   32,279 0 700
INVITATION HOMES INC COM 46187W107   215,678 6,323 SH   SOLE   6,323 0 0
ISHARES GOLD TR ISHARES NEW 464285204   9,545,372 244,565 SH   SOLE   211,075 0 33,490
ISHARES INC MSCI EMRG CHN 46434G764   309,465 5,585 SH   SOLE   5,460 0 125
ISHARES TR 1 3 YR TREAS BD 464287457   6,264,463 76,359 SH   SOLE   70,111 0 6,248
ISHARES TR 20 YR TR BD ETF 464287432   224,952 2,275 SH   SOLE   2,275 0 0
ISHARES TR COHEN STEER REIT 464287564   383,742 6,534 SH   SOLE   6,534 0 0
ISHARES TR CORE S&P SCP ETF 464287804   697,347 6,442 SH   SOLE   6,442 0 0
ISHARES TR CORE S&P500 ETF 464287200   863,902 1,809 SH   SOLE   1,809 0 0
ISHARES TR CORE US AGGBD ET 464287226   1,404,388 14,150 SH   SOLE   4,634 0 9,516
ISHARES TR MSCI EAFE ETF 464287465   296,804 3,939 SH   SOLE   2,939 0 1,000
ISHARES TR MSCI EMG MKT ETF 464287234   541,911 13,477 SH   SOLE   12,095 0 1,382
ISHARES TR NEW YORK MUN ETF 464288323   266,394 4,925 SH   SOLE   4,925 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   1,393,976 4,598 SH   SOLE   4,598 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   794,853 4,810 SH   SOLE   2,530 0 2,280
ISHARES TR RUSSELL 2000 ETF 464287655   680,608 3,391 SH   SOLE   3,391 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   1,425,003 18,975 SH   SOLE   16,094 0 2,881
ISHARES TR S&P 500 VAL ETF 464287408   367,952 2,116 SH   SOLE   2,116 0 0
ISHARES TR SP SMCP600VL ETF 464287879   1,314,968 12,758 SH   SOLE   12,020 0 738
ISHARES TR TIPS BD ETF 464287176   3,257,641 30,306 SH   SOLE   20,870 0 9,436
JPMORGAN CHASE & CO COM 46625H100   1,830,645 10,762 SH   SOLE   10,386 0 376
MARTIN MARIETTA MATLS INC COM 573284106   3,598,887 7,213 SH   SOLE   6,924 0 289
MASTERCARD INCORPORATED CL A 57636Q104   6,822,029 15,995 SH   SOLE   14,645 0 1,350
MCDONALDS CORP COM 580135101   1,102,034 3,717 SH   SOLE   3,717 0 0
MEDTRONIC PLC SHS G5960L103   236,266 2,868 SH   SOLE   2,868 0 0
MICROSOFT CORP COM 594918104   277,142 737 SH   SOLE   737 0 0
MONDELEZ INTL INC CL A 609207105   3,164,438 43,690 SH   SOLE   43,690 0 0
NEXTERA ENERGY INC COM 65339F101   463,933 7,638 SH   SOLE   7,638 0 0
NIKE INC CL B 654106103   242,706 2,235 SH   SOLE   1,308 0 927
PEPSICO INC COM 713448108   719,782 4,238 SH   SOLE   4,238 0 0
PHILIP MORRIS INTL INC COM 718172109   2,009,532 21,360 SH   SOLE   18,086 0 3,274
PROCTER AND GAMBLE CO COM 742718109   621,140 4,239 SH   SOLE   3,620 0 619
PROLOGIS INC. COM 74340W103   748,213 5,613 SH   SOLE   5,613 0 0
PUBLIC STORAGE COM 74460D109   545,645 1,789 SH   SOLE   1,789 0 0
REALTY INCOME CORP COM 756109104   445,293 7,755 SH   SOLE   7,755 0 0
SAP SE SPON ADR 803054204   206,069 1,333 SH   SOLE   1,333 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   307,980 1,214 SH   SOLE   1,214 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   754,995 30,456 SH   SOLE   30,376 0 80
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   983,402 26,607 SH   SOLE   26,586 0 21
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   2,171,723 44,824 SH   SOLE   44,824 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   20,640,656 370,768 SH   SOLE   370,768 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   410,786 5,860 SH   SOLE   5,860 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,706,664 30,260 SH   SOLE   30,200 0 60
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   2,018,415 42,727 SH   SOLE   37,970 0 4,757
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   206,916 1,075 SH   SOLE   1,075 0 0
SERVICENOW INC COM 81762P102   247,272 350 SH   SOLE   350 0 0
SIMON PPTY GROUP INC NEW COM 828806109   532,048 3,730 SH   SOLE   3,730 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   741,492 1,967 SH   SOLE   1,520 0 447
SPDR GOLD TR GOLD SHS 78463V107   366,473 1,917 SH   SOLE   1,732 0 185
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   3,277,558 96,370 SH   SOLE   91,920 0 4,450
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   1,385,554 39,129 SH   SOLE   34,657 0 4,472
SPDR S&P 500 ETF TR TR UNIT 78462F103   13,427,122 28,249 SH   SOLE   26,474 0 1,775
SPDR SER TR PORTFOLIO S&P500 78464A854   2,513,935 44,972 SH   SOLE   37,879 0 7,093
SPDR SER TR PORTFOLIO S&P600 78468R853   839,593 19,905 SH   SOLE   17,065 0 2,840
SPDR SER TR PRTFLO S&P500 VL 78464A508   2,961,379 63,508 SH   SOLE   58,113 0 5,395
SPDR SER TR S&P 600 SMCP VAL 78464A300   1,168,923 14,031 SH   SOLE   14,031 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   280,912 14,669 SH   SOLE   14,669 0 0
TE CONNECTIVITY LTD SHS H84989104   256,975 1,829 SH   SOLE   1,829 0 0
TESLA INC COM 88160R101   4,533,518 18,245 SH   SOLE   18,240 0 5
THE CIGNA GROUP COM 125523100   608,782 2,033 SH   SOLE   2,033 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   2,783,118 36,135 SH   SOLE   25,897 0 10,238
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   765,656 10,410 SH   SOLE   10,325 0 85
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   347,259 7,035 SH   SOLE   6,846 0 189
VANGUARD INDEX FDS GROWTH ETF 922908736   33,037,258 106,270 SH   SOLE   91,017 0 15,253
VANGUARD INDEX FDS LARGE CAP ETF 922908637   4,028,745 18,468 SH   SOLE   16,056 0 2,412
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   6,324,653 71,578 SH   SOLE   64,121 0 7,457
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   4,169,227 9,545 SH   SOLE   9,463 0 82
VANGUARD INDEX FDS SM CP VAL ETF 922908611   6,656,157 36,985 SH   SOLE   32,975 0 4,010
VANGUARD INDEX FDS SMALL CP ETF 922908751   4,979,590 23,342 SH   SOLE   18,513 0 4,829
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,041,734 8,607 SH   SOLE   7,686 0 921
VANGUARD INDEX FDS VALUE ETF 922908744   10,069,333 67,353 SH   SOLE   62,326 0 5,027
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   484,769 8,635 SH   SOLE   8,635 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,476,781 84,593 SH   SOLE   77,703 0 6,890
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   303,335 2,637 SH   SOLE   2,626 0 11
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   218,445 5,129 SH   SOLE   5,101 0 28
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   343,448 3,338 SH   SOLE   1,950 0 1,388
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,231,241 25,926 SH   SOLE   10,003 0 15,923
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   3,877,248 75,950 SH   SOLE   64,534 0 11,416
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   3,876,554 66,459 SH   SOLE   45,137 0 21,322
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565   521,083 7,529 SH   SOLE   4,220 0 3,309
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   921,128 4,246 SH   SOLE   3,633 0 613
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   351,748 2,064 SH   SOLE   1,355 0 709
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,668,305 160,090 SH   SOLE   151,245 0 8,845
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   269,922 2,418 SH   SOLE   1,068 0 1,350
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   18,193,726 273,631 SH   SOLE   273,631 0 0
VANGUARD WORLD FD ESG US CORP BD 921910691   201,929 3,186 SH   SOLE   3,186 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873   12,969,804 76,617 SH   SOLE   76,617 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702   257,488 532 SH   SOLE   532 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876   8,517,896 62,143 SH   SOLE   57,380 0 4,763
VERIZON COMMUNICATIONS INC COM 92343V104   9,609,796 254,902 SH   SOLE   241,587 0 13,315
VICI PPTYS INC COM 925652109   368,629 11,563 SH   SOLE   11,563 0 0
VISA INC COM CL A 92826C839   2,967,593 11,398 SH   SOLE   10,728 0 670
WALGREENS BOOTS ALLIANCE INC COM 931427108   6,835,390 261,792 SH   SOLE   250,751 0 11,041
WORLD GOLD TR SPDR GLD MINIS 98149E303   34,943,569 854,157 SH   SOLE   766,523 0 87,634