|
Q3 2024
|
45 |
153,238 |
DFCF, BRK-B, DFNM, DFAI
|
13F-HR
|
10/21/2024 |
000195175724001080 |
|
Q2 2024
|
39 |
133,667 |
VEA, BRK-B, DFNM, DFCF
|
13F-HR
|
7/31/2024 |
000195175724000579 |
|
Q1 2024
|
41 |
136,967 |
VEA, DFNM, BRK-B, DFCF
|
13F-HR
|
4/29/2024 |
000195175724000386 |
|
Q4 2023
|
41 |
129,467 |
DIMENSIONAL ETF TRUST, VEA, VB, BRK-B
|
13F-HR
|
1/18/2024 |
000195175724000072 |
|
Q3 2023
|
41 |
130,004 |
DIMENSIONAL ETF TRUST, VEA, VCSH, SCHO
|
13F-HR
|
10/16/2023 |
000195175723000565 |
|
Q2 2023
|
41 |
131,533 |
DIMENSIONAL ETF TRUST, VEA, SCHO, VCSH
|
13F-HR
|
7/12/2023 |
000195175723000326 |
|
Q1 2023
|
37 |
124,460 |
DIMENSIONAL ETF TRUST, VEA, VCSH, SCHO
|
13F-HR
|
4/14/2023 |
000195175723000161 |
|
Q4 2022
|
38 |
120,110 |
DIMENSIONAL ETF TRUST, VEA, VCSH, SCHO
|
13F-HR
|
1/27/2023 |
000195175723000076 |
|
Q3 2022
|
34 |
106,861 |
VCSH, VEA, BNDX, SCHO
|
13F-HR
|
10/31/2022 |
000195175722000003 |
|
Q2 2022
|
34 |
115,104 |
VCSH, VEA, SCHO, BNDX
|
13F-HR
|
7/26/2022 |
000000777322000003 |
|
Q1 2022
|
34 |
114,549 |
VEA, BNDX, VCSH, SCHO
|
13F-HR
|
5/13/2022 |
000000777322000001 |
|
Q4 2021
|
35 |
116,899 |
BNDX, VEA, SCHO, VCSH
|
13F-HR
|
2/7/2022 |
000081067222000004 |
|
Q3 2021
|
31 |
108,040 |
BNDX, VEA, SCHO, VCSH
|
13F-HR
|
11/15/2021 |
000000777321000006 |
|
Q2 2021
|
31 |
102,713 |
BNDX, VEA, VCSH, SCHO
|
13F-HR
|
8/16/2021 |
000000777321000005 |
|
Q1 2021
|
29 |
96,126 |
BNDX, VEA, SCHO, VCSH
|
13F-HR
|
5/17/2021 |
000000777321000004 |
|
Q4 2020
|
68 |
100,755 |
BNDX, VEA, SCHR, SCHO
|
13F-HR
|
2/16/2021 |
000000777321000002 |