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

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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 Stock 88579Y101   187,621 1,836 SH   SOLE NONE 368 0 1,468
ALPHABET INC CAP STK CL A Stock 02079K305   287,797 1,580 SH   SOLE NONE 1,580 0 0
AMAZON COM INC COM Stock 023135106   655,118 3,390 SH   SOLE NONE 1,841 0 1,549
APPLE INC COM Stock 037833100   1,569,961 7,454 SH   SOLE NONE 3,365 0 4,089
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ETF 025072802   1,367,717 21,058 SH   SOLE NONE 21,058 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   12,857,061 21 SH   SOLE NONE 21 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   3,029,846 7,448 SH   SOLE NONE 6,291 0 1,157
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF ETF 02072L532   10,940,327 537,020 SH   SOLE NONE 536,960 0 59
CHEVRON CORP NEW COM Stock 166764100   519,314 3,320 SH   SOLE NONE 976 0 2,344
COCA COLA CO COM Stock 191216100   412,961 6,488 SH   SOLE NONE 6,488 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   548,244 645 SH   SOLE NONE 645 0 0
DIMENSIONAL EMERGING MARKETS VALUE ETF ETF 25434V740   879,505 31,982 SH   SOLE NONE 31,982 0 0
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF ETF 25434V781   289,014 10,742 SH   SOLE NONE 10,742 0 0
DIMENSIONAL U.S. TARGETED VALUE ETF ETF 25434V609   5,206,244 100,371 SH   SOLE NONE 100,371 0 0
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF ETF 25434V716   13,990,120 401,323 SH   SOLE NONE 401,323 0 0
EATON CORP PLC SHS Stock G29183103   243,942 778 SH   SOLE NONE 778 0 0
ENCOMPASS HEALTH CORP COM Stock 29261A100   210,786 2,457 SH   SOLE NONE 2,457 0 0
EXXON MOBIL CORP COM Stock 30231G102   309,558 2,689 SH   SOLE NONE 450 0 2,239
F N B CORP COM Stock 302520101   248,949 18,198 SH   SOLE NONE 0 0 18,198
FIDELITY ENHANCED LARGE CAP GROWTH ETF ETF 31609A305   523,588 16,230 SH   SOLE NONE 16,230 0 0
FIDELITY WISE ORIGIN BITCOIN FUND ETF 315948109   248,031 4,728 SH   SOLE NONE 4,728 0 0
FIFTH THIRD BANCORP COM Stock 316773100   209,380 5,738 SH   SOLE NONE 0 0 5,738
HOME DEPOT INC COM Stock 437076102   402,072 1,168 SH   SOLE NONE 1,118 0 50
INVESCO QQQ TRUST SERIES I ETF 46090E103   512,169 1,069 SH   SOLE NONE 1,069 0 0
ISHARES BITCOIN TRUST REGISTERED ETF 46438F101   337,440 9,884 SH   SOLE NONE 9,884 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   761,301 1,391 SH   SOLE NONE 1,391 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150   683,777 5,757 SH   SOLE NONE 5,756 0 0
ISHARES GOLD TRUST ETF 464285204   3,796,255 86,416 SH   SOLE NONE 86,416 0 0
ISHARES MSCI EAFE ETF ETF 464287465   285,826 3,649 SH   SOLE NONE 3,649 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   333,054 7,820 SH   SOLE NONE 7,820 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570   2,837,494 27,323 SH   SOLE NONE 27,060 0 263
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697   510,477 6,080 SH   SOLE NONE 6,080 0 0
ISHARES RUSSELL 1000 ETF ETF 464287622   285,043 958 SH   SOLE NONE 958 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   703,504 1,930 SH   SOLE NONE 1,930 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   374,413 2,146 SH   SOLE NONE 2,146 0 0
ISHARES TIPS BOND ETF ETF 464287176   599,101 5,611 SH   SOLE NONE 5,610 0 0
JPMORGAN CHASE & CO. COM Stock 46625H100   289,636 1,432 SH   SOLE NONE 1,332 0 100
LILIUM N V CLASS A ORD SHS Stock N52586109   119,313 150,136 SH   SOLE NONE 39,600 0 110,536
LILIUM N V WT EXP 091426 Stock N52586117   15,740 191,481 SH   SOLE NONE 13,198 0 178,283
MASTERCARD INCORPORATED CL A Stock 57636Q104   218,374 495 SH   SOLE NONE 495 0 0
MERCK & CO INC COM Stock 58933Y105   406,064 3,280 SH   SOLE NONE 3,260 0 20
MERIDIANLINK INC COMMON STOCK Stock 58985J105   1,731,228 81,050 SH   SOLE NONE 4,150 0 76,900
META PLATFORMS INC CL A Stock 30303M102   180,511 358 SH   SOLE NONE 258 0 100
MICROCHIP TECHNOLOGY INC. COM Stock 595017104   237,900 2,600 SH   SOLE NONE 2,600 0 0
MICROSOFT CORP COM Stock 594918104   1,376,606 3,080 SH   SOLE NONE 2,358 0 722
NVIDIA CORPORATION COM Stock 67066G104   1,640,974 13,283 SH   SOLE NONE 11,532 0 1,750
ORACLE CORP COM Stock 68389X105   312,758 2,215 SH   SOLE NONE 2,165 0 50
PINNACLE FINL PARTNERS INC COM Stock 72346Q104   354,177 4,425 SH   SOLE NONE 200 0 4,225
PROCTER AND GAMBLE CO COM Stock 742718109   305,350 1,852 SH   SOLE NONE 945 0 906
REGENERON PHARMACEUTICALS COM Stock 75886F107   283,778 270 SH   SOLE NONE 0 0 270
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF ETF 808524730   694,718 23,494 SH   SOLE NONE 23,494 0 0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109   224,900 575 SH   SOLE NONE 575 0 0
SPDR DOW JONES REIT ETF ETF 78464A607   837,435 8,995 SH   SOLE NONE 8,995 0 0
SPDR S&P DIVIDEND ETF ETF 78464A763   206,286 1,622 SH   SOLE NONE 1,622 0 0
STARBUCKS CORP COM Stock 855244109   177,809 2,284 SH   SOLE NONE 2,284 0 0
STRIVE 500 ETF ETF 02072L680   546,406 15,625 SH   SOLE NONE 15,625 0 0
STRYKER CORPORATION COM Stock 863667101   231,710 681 SH   SOLE NONE 681 0 0
VALLEY NATL BANCORP COM Stock 919794107   78,113 11,191 SH   SOLE NONE 11,191 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   5,440,440 29,802 SH   SOLE NONE 29,802 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858   350,338 7,089 SH   SOLE NONE 7,089 0 0
VANGUARD LARGE-CAP ETF ETF 922908637   9,828,039 39,372 SH   SOLE NONE 39,372 0 0
VANGUARD MEGA CAP ETF ETF 921910873   899,642 4,560 SH   SOLE NONE 4,560 0 0
VANGUARD MID-CAP ETF ETF 922908629   1,899,522 7,846 SH   SOLE NONE 7,846 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   106,144,834 1,267,250 SH   SOLE NONE 1,267,235 0 14
VANGUARD S&P 500 ETF ETF 922908363   962,838 1,925 SH   SOLE NONE 1,925 0 0
VANGUARD SMALL CAP VALUE ETF ETF 922908611   539,529 2,956 SH   SOLE NONE 2,956 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   1,258,316 5,771 SH   SOLE NONE 5,771 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   246,973,730 923,232 SH   SOLE NONE 922,697 0 533
VISA INC COM CL A Stock 92826C839   346,985 1,322 SH   SOLE NONE 1,322 0 0
WALMART INC COM Stock 931142103   413,370 6,105 SH   SOLE NONE 6,105 0 0
ZOETIS INC CL A Stock 98978V103   177,694 1,025 SH   SOLE NONE 1,025 0 0