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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 638,585 | 4,231 | SH | SOLE | 0 | 0 | 4,231 | ||
AMAZON COM INC | COM | 023135106 | 225,475 | 1,250 | SH | SOLE | 0 | 0 | 1,250 | ||
APPLE INC | COM | 037833100 | 500,379 | 2,918 | SH | SOLE | 0 | 0 | 2,918 | ||
CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 41,669 | 21,931 | SH | SOLE | 0 | 0 | 21,931 | ||
CHESAPEAKE UTILS CORP | COM | 165303108 | 222,004 | 2,069 | SH | SOLE | 0 | 0 | 2,069 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | 51,443,429 | 1,226,303 | SH | SOLE | 0 | 0 | 1,226,303 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 94,709,798 | 2,964,313 | SH | SOLE | 0 | 0 | 2,964,313 | ||
DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | 8,997,848 | 402,228 | SH | SOLE | 0 | 0 | 402,228 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 55,081,665 | 2,165,160 | SH | SOLE | 0 | 0 | 2,165,160 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | 7,192,610 | 174,366 | SH | SOLE | 0 | 0 | 174,366 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | 708,807 | 14,016 | SH | SOLE | 0 | 0 | 14,016 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 1,170,042 | 45,902 | SH | SOLE | 0 | 0 | 45,902 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 4,462,414 | 92,793 | SH | SOLE | 0 | 0 | 92,793 | ||
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | 672,052 | 26,324 | SH | SOLE | 0 | 0 | 26,324 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 219,103 | 4,025 | SH | SOLE | 0 | 0 | 4,025 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 424,790 | 1,416 | SH | SOLE | 0 | 0 | 1,416 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 261,680 | 3,099 | SH | SOLE | 0 | 0 | 3,099 | ||
MCDONALDS CORP | COM | 580135101 | 965,115 | 3,423 | SH | SOLE | 0 | 0 | 3,423 | ||
MICROSOFT CORP | COM | 594918104 | 568,393 | 1,351 | SH | SOLE | 0 | 0 | 1,351 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 963,699 | 15,079 | SH | SOLE | 0 | 0 | 15,079 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 227,799 | 1,404 | SH | SOLE | 0 | 0 | 1,404 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 316,813 | 2,414 | SH | SOLE | 0 | 0 | 2,414 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 538,513 | 2,072 | SH | SOLE | 0 | 0 | 2,072 |