|
Q4 2023
|
567 |
2,591,159 |
SCHX, DIMENSIONAL ETF TRUST, VEA, OMFL
|
13F-HR
|
1/25/2024 |
000137999524000002 |
|
Q3 2023
|
564 |
2,271,723 |
SCHX, VEA, DIMENSIONAL ETF TRUST, OMFL
|
13F-HR
|
11/6/2023 |
000137999523000006 |
|
Q2 2023
|
583 |
2,365,309 |
SCHX, VEA, DIMENSIONAL ETF TRUST, OMFL
|
13F-HR
|
8/4/2023 |
000137999523000004 |
|
Q1 2023
|
587 |
2,203,916 |
SCHX, VEA, DIMENSIONAL ETF TRUST, OMFL
|
RESTATEMENT
|
8/15/2023 |
000137999523000005 |
|
Q4 2022
|
799 |
3,717,058 |
SCHX, VEA, OMFL, VONG
|
13F-HR
|
2/9/2023 |
000137999523000002 |
|
Q3 2022
|
604 |
1,494,026 |
SCHX, OMFL, DWM, VONG
|
13F-HR
|
11/14/2022 |
000137999522000005 |
|
Q2 2022
|
467 |
1,356,487 |
SCHX, OMFL, DWM, VONG
|
13F-HR
|
8/15/2022 |
000137999522000004 |
|
Q1 2022
|
553 |
1,828,020 |
SCHX, OMFL, VONG, DWM
|
13F-HR
|
5/13/2022 |
000137999522000003 |
|
Q4 2021
|
595 |
1,976,680 |
SCHX, EFAV, OMFL, VONG
|
13F-HR
|
2/15/2022 |
000137999522000002 |
|
Q3 2021
|
588 |
1,814,282 |
SCHX, EFAV, OMFL, SCHB
|
13F-HR
|
11/15/2021 |
000137999521000005 |
|
Q2 2021
|
590 |
1,812,302 |
SCHX, SCHB, EFAV, OMFL
|
13F-HR
|
8/12/2021 |
000137999521000004 |
|
Q1 2021
|
543 |
1,677,009 |
SCHX, SCHB, EFAV, OMFL
|
13F-HR
|
5/14/2021 |
000137999521000003 |
|
Q4 2020
|
498 |
1,618,782 |
SCHX, LMBS, SCHB, EFAV
|
13F-HR
|
2/12/2021 |
000137999521000002 |
|
Q3 2020
|
451 |
1,407,322 |
SCHX, LMBS, SCHB, EFAV
|
13F-HR
|
11/13/2020 |
000137999520000005 |
|
Q2 2020
|
436 |
1,351,398 |
SCHX, LMBS, EFAV, SCHB
|
13F-HR
|
8/14/2020 |
000137999520000004 |
|
Q1 2020
|
394 |
1,028,385 |
SCHX, LMBS, EFAV, SCHB
|
13F-HR
|
5/15/2020 |
000137999520000003 |
|
Q4 2019
|
438 |
1,146,629 |
SCHX, EFAV, SCHM, LMBS
|
13F-HR
|
2/13/2020 |
000137999520000001 |
|
Q3 2019
|
408 |
1,045,804 |
SCHX, EFAV, SCHM, LMBS
|
13F-HR
|
11/14/2019 |
000137999519000011 |
|
Q2 2019
|
412 |
1,036,440 |
SCHX, EFAV, SCHM, LMBS
|
RESTATEMENT
|
8/15/2019 |
000137999519000007 |
|
Q1 2019
|
432 |
1,001,313 |
SCHX, SCHM, EFAV, SCHF
|
13F-HR
|
5/13/2019 |
000137999519000005 |
|
Q4 2018
|
382 |
874,927 |
SCHX, SCHF, SCHM, IJR
|
13F-HR
|
2/14/2019 |
000137999519000004 |
|
Q3 2018
|
401 |
887,060 |
SCHX, SCHF, SCHM, IJR
|
13F-HR
|
11/15/2018 |
000137999518000007 |
|
Q2 2018
|
389 |
868,508 |
SCHX, SCHF, SCHM, IJR
|
13F-HR
|
8/10/2018 |
000137999518000005 |
|
Q1 2018
|
379 |
797,091 |
SCHX, SCHF, SCHM, IJR
|
13F-HR
|
5/15/2018 |
000137999518000004 |
|
Q4 2017
|
390 |
847,676 |
SCHX, SCHF, SCHM, IJR
|
13F-HR
|
2/15/2018 |
000137999518000003 |
|
Q3 2017
|
318 |
662,299 |
SCHX, SCHF, SCHM, VTI
|
13F-HR
|
11/14/2017 |
000137999517000006 |
|
Q2 2017
|
302 |
623,712 |
SCHX, SCHF, SCHM, VTI
|
13F-HR
|
8/14/2017 |
000137999517000005 |
|
Q1 2017
|
294 |
589,608 |
SCHX, SCHF, SCHM, VTI
|
13F-HR
|
5/15/2017 |
000137999517000004 |
|
Q4 2016
|
290 |
553,321 |
SCHX, SCHF, SCHM, VTI
|
13F-HR
|
2/14/2017 |
000137999517000003 |
|
Q3 2016
|
283 |
503,148 |
SCHX, SCHF, SCHM, VTI
|
RESTATEMENT
|
11/15/2016 |
000137999516000015 |
|
Q2 2016
|
272 |
467,396 |
SCHX, SCHF, SCHA, VTI
|
13F-HR
|
8/12/2016 |
000137999516000011 |
|
Q1 2016
|
246 |
424,505 |
SCHX, SCHF, SCHA, VTI
|
13F-HR
|
5/16/2016 |
000137999516000010 |
|
Q4 2015
|
217 |
382,780 |
SCHX, SCHF, SCHA, GAL
|
13F-HR
|
2/12/2016 |
000137999516000009 |
|
Q3 2015
|
194 |
308,108 |
SCHX, SCHF, SCHA, AMJ
|
13F-HR
|
11/12/2015 |
000137999515000005 |
|
Q2 2015
|
188 |
294,140 |
SCHX, SCHA, SCHF, AMJ
|
13F-HR
|
8/13/2015 |
000137999515000004 |
|
Q1 2015
|
189 |
293,467 |
SCHX, SCHA, SCHF, AMJ
|
13F-HR
|
5/12/2015 |
000137999515000003 |
|
Q4 2014
|
194 |
290,191 |
SCHX, SCHA, SCHF, AMJ
|
13F-HR
|
2/13/2015 |
000137999515000002 |
|
Q3 2014
|
184 |
276,720 |
AMJ, SCHX, SCHA, SCHF
|
13F-HR
|
11/14/2014 |
000137999514000006 |
|
Q2 2014
|
194 |
288,088 |
AMJ, SCHX, SCHA, SCHF
|
13F-HR
|
8/6/2014 |
000137999514000004 |
|
Q1 2014
|
189 |
273,910 |
AMJ, SCHX, SCHA, SCHF
|
13F-HR
|
5/14/2014 |
000137999514000002 |
|
Q4 2013
|
180 |
277,922 |
AMJ, SCHA, SCHX, IWB
|
13F-HR
|
2/12/2014 |
000137999514000001 |