|
Q1 2025
|
318 |
246,722 |
AAPL, OUNZ, SPY, BRK-B
|
13F-HR
|
5/14/2025 |
000117266125001910 |
|
Q4 2024
|
293 |
233,011 |
AAPL, SPY, OUNZ, MSFT
|
13F-HR
|
2/11/2025 |
000117266125000656 |
|
Q3 2024
|
285 |
229,813 |
AAPL, SPY, OUNZ, DFAC
|
13F-HR
|
11/13/2024 |
000117266124004595 |
|
Q2 2024
|
275 |
214,045 |
AAPL, SPY, MSFT, DFAC
|
13F-HR
|
8/13/2024 |
000117266124003266 |
|
Q1 2024
|
278 |
209,868 |
AAPL, SPY, DFAC, MSFT
|
13F-HR
|
5/13/2024 |
000117266124002195 |
|
Q4 2023
|
272 |
197,962 |
AAPL, DIMENSIONAL ETF TRUST, SPY, MSFT
|
13F-HR
|
2/14/2024 |
000117266124001040 |
|
Q3 2023
|
257 |
174,149 |
AAPL, DIMENSIONAL ETF TRUST, MSFT, DFAC
|
13F-HR
|
11/13/2023 |
000117266123003773 |
|
Q2 2023
|
276 |
185,025 |
AAPL, DIMENSIONAL ETF TRUST, SPY, TIP
|
13F-HR
|
8/3/2023 |
000117266123002726 |
|
Q1 2023
|
262 |
165,832 |
AAPL, DIMENSIONAL ETF TRUST, TIP, EFAV
|
13F-HR
|
5/9/2023 |
000117266123001916 |
|
Q4 2022
|
250 |
158,240 |
AAPL, DIMENSIONAL ETF TRUST, TIP, EFAV
|
13F-HR
|
2/10/2023 |
000117266123000658 |
|
Q3 2022
|
231 |
136,310 |
AAPL, TIP, EFAV, HTD
|
13F-HR
|
11/10/2022 |
000160658722002261 |
|
Q2 2022
|
229 |
141,863 |
AAPL, TIP, HTD, EFAV
|
13F-HR
|
8/15/2022 |
000160658722001800 |
|
Q1 2022
|
248 |
164,941 |
AAPL, TIP, MSFT, SPY
|
RESTATEMENT
|
10/13/2022 |
000160658722001864 |
|
Q4 2021
|
254 |
166,545 |
AAPL, SPY, TIP, MSFT
|
RESTATEMENT
|
10/13/2022 |
000160658722001865 |
|
Q3 2021
|
238 |
153,741 |
AAPL, SPY, TIP, EEM
|
RESTATEMENT
|
10/13/2022 |
000160658722001866 |
|
Q2 2021
|
233 |
154,263 |
AAPL, TIP, SPY, HTD
|
RESTATEMENT
|
10/13/2022 |
000160658722001867 |
|
Q1 2021
|
230 |
149,049 |
AAPL, TIP, HTD, SPY
|
13F-HR
|
5/11/2021 |
000160658721000682 |
|
Q4 2020
|
223 |
133,184 |
AAPL, TIP, HTD, EFAV
|
RESTATEMENT
|
10/13/2022 |
000160658722001868 |
|
Q3 2020
|
200 |
112,091 |
AAPL, IJH, TIP, EFAV
|
RESTATEMENT
|
10/13/2022 |
000160658722001869 |
|
Q2 2020
|
169 |
95,456 |
AAPL, IJH, TIP, HTD
|
13F-HR
|
8/5/2020 |
000160658720000825 |
|
Q1 2020
|
146 |
74,740 |
TIP, AAPL, IJH, HTD
|
13F-HR
|
5/4/2020 |
000160658720000572 |
|
Q4 2019
|
561 |
119,069 |
IJH, TIP, AAPL, HTD
|
13F-HR
|
2/5/2020 |
000160658720000197 |