The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CHESAPEAKE UTILS CORP | COM | 165303108 | 245 | 2,069 | SH | SOLE | 0 | 0 | 2,069 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | 42,581 | 1,025,556 | SH | SOLE | 0 | 0 | 1,025,556 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | 6,295 | 152,935 | SH | SOLE | 0 | 0 | 152,935 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 69,704 | 2,870,854 | SH | SOLE | 0 | 0 | 2,870,854 | ||
DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | 5,992 | 283,301 | SH | SOLE | 0 | 0 | 283,301 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 42,812 | 1,982,025 | SH | SOLE | 0 | 0 | 1,982,025 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 859 | 38,257 | SH | SOLE | 0 | 0 | 38,257 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 3,654 | 76,428 | SH | SOLE | 0 | 0 | 76,428 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 360 | 1,633 | SH | SOLE | 0 | 0 | 1,633 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 1,279 | 13,187 | SH | SOLE | 0 | 0 | 13,187 | ||
MCDONALDS CORP | COM | 580135101 | 264 | 1,001 | SH | SOLE | 0 | 0 | 1,001 | ||
MICROSOFT CORP | COM | 594918104 | 327 | 1,362 | SH | SOLE | 0 | 0 | 1,362 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 1,406 | 16,813 | SH | SOLE | 0 | 0 | 16,813 | ||
PAYCHEX INC | COM | 704326107 | 282 | 2,436 | SH | SOLE | 0 | 0 | 2,436 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 304 | 2,007 | SH | SOLE | 0 | 0 | 2,007 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 331 | 2,649 | SH | SOLE | 0 | 0 | 2,649 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 358 | 1,872 | SH | SOLE | 0 | 0 | 1,872 |