|
Q4 2024
|
46 |
950,683 |
CHH, RSP, ITOT, JPST
|
13F-HR
|
2/12/2025 |
000095012325001727 |
|
Q3 2024
|
46 |
872,334 |
ITOT, CHH, AGG, GOVT
|
13F-HR
|
11/12/2024 |
000095012324010929 |
|
Q2 2024
|
74 |
748,834 |
ITOT, CHH, AGG, TIP
|
13F-HR
|
8/13/2024 |
000095012324007983 |
|
Q1 2024
|
62 |
794,270 |
ITOT, CHH, AGG, TIP
|
13F-HR
|
5/13/2024 |
000095012324004564 |
|
Q4 2023
|
63 |
692,822 |
ITOT, CHH, AGG, TIP
|
13F-HR
|
2/13/2024 |
000095012324001710 |
|
Q3 2023
|
190 |
775,749 |
ITOT, CHH, AGG, GBIL
|
13F-HR
|
11/13/2023 |
000095012323010136 |
|
Q2 2023
|
177 |
689,813 |
ITOT, CHH, AGG, IDEV
|
13F-HR
|
8/9/2023 |
000095012323006990 |
|
Q1 2023
|
187 |
771,961 |
CHH, ITOT, AGG, ASHR
|
13F-HR
|
5/10/2023 |
000095012323004252 |
|
Q4 2022
|
166 |
820,241 |
MCHI, ITOT, EWY, EWT
|
13F-HR
|
2/13/2023 |
000095012323001761 |
|
Q3 2022
|
170 |
762,003 |
ITOT, CHH, MCHI, EWY
|
13F-HR
|
11/10/2022 |
000095012322011421 |
|
Q2 2022
|
170 |
862,495 |
ITOT, CHH, MCHI, IDEV
|
13F-HR
|
8/8/2022 |
000095012322007959 |
|
Q1 2022
|
181 |
734,936 |
ITOT, CHH, ECH, IDEV
|
13F-HR
|
5/11/2022 |
000095012322005177 |
|
Q4 2021
|
213 |
672,561 |
ITOT, INDA, CHH, IDEV
|
13F-HR
|
2/11/2022 |
000095012322001956 |
|
Q3 2021
|
180 |
591,563 |
ITOT, INDA, EEM, IEFA
|
13F-HR
|
11/12/2021 |
000095012321014777 |
|
Q2 2021
|
183 |
677,103 |
ITOT, INDA, EEM, IEFA
|
13F-HR
|
8/10/2021 |
000095012321010126 |
|
Q1 2021
|
227 |
595,425 |
ITOT, IEMG, INDA, IEFA
|
13F-HR
|
5/14/2021 |
000095012321006516 |
|
Q4 2020
|
170 |
244,233 |
MFO VANGUARD WORLD FD MEGA CAP 300 GROWTH INDEX FD, EWZ, INDA, MINT
|
13F-HR
|
2/12/2021 |
000095012321001893 |
|
Q3 2020
|
191 |
194,498 |
MFO VANGUARD WORLD FD MEGA CAP 300 GROWTH INDEX FD, MINT, MSFT, AAPL
|
13F-HR
|
10/30/2020 |
000095012320010611 |
|
Q2 2020
|
181 |
187,810 |
MFO VANGUARD WORLD FD MEGA CAP 300 GROWTH INDEX FD, BABA, BFYT, PAR
|
13F-HR
|
8/13/2020 |
000095012320008586 |
|
Q1 2020
|
106 |
181,319 |
VANGUARD WORLD FD, EWY, RST, XLC
|
13F-HR
|
5/15/2020 |
000095012320005124 |
|
Q4 2019
|
114 |
250,529 |
MINT, AGG, BFYT, RST
|
13F-HR
|
2/14/2020 |
000095012320002365 |
|
Q3 2019
|
110 |
210,197 |
MINT, BABA, RST, PAR
|
13F-HR
|
11/13/2019 |
000095012319010864 |
|
Q2 2019
|
112 |
219,053 |
MINT, BABA, INDA, IVV
|
13F-HR
|
8/14/2019 |
000095012319008133 |
|
Q1 2019
|
79 |
224,529 |
BABA, MINT, EWZ, EWW
|
13F-HR
|
5/10/2019 |
000095012319004336 |
|
Q4 2018
|
83 |
231,397 |
BABA, MINT, 0A2S.IL, EWZ
|
13F-HR
|
2/14/2019 |
000095012319002125 |
|
Q3 2018
|
87 |
236,647 |
MINT, BABA, PAM, BAP
|
13F-HR
|
11/13/2018 |
000095012318011343 |
|
Q1 2014
|
15 |
247,075 |
EWT, EWW, FM, EWZ
|
13F-HR
|
5/15/2014 |
000095012314006196 |
|
Q4 2013
|
25 |
913,236 |
WUBA, EWT, EWW, EWY
|
13F-HR
|
2/14/2014 |
000095012314002607 |