|
Q3 2025
|
205 |
82,774 |
Fidelity Municipal Bond Index ETF, IEFA, VV, VEA
|
13F-HR
|
10/22/2025 |
000159360025000005 |
|
Q2 2025
|
224 |
80,348 |
Fidelity Municipal Bond Index ETF, IEFA, VV, VEA
|
13F-HR
|
7/21/2025 |
000159360025000003 |
|
Q1 2025
|
594 |
101,323 |
IEFA, AAPL, VV, MSFT
|
13F-HR
|
4/10/2025 |
000159360025000002 |
|
Q4 2024
|
820 |
109,985 |
IEFA, AAPL, VV, MSFT
|
13F-HR
|
2/5/2025 |
000159360025000001 |
|
Q3 2024
|
821 |
114,015 |
IEFA, AAPL, VV, MSFT
|
13F-HR
|
10/17/2024 |
000159360024000006 |
|
Q2 2024
|
624 |
105,506 |
IEFA, AAPL, MSFT, VV
|
13F-HR
|
7/16/2024 |
000159360024000004 |
|
Q1 2024
|
644 |
129,722 |
IEFA, AAPL, MSFT, VNQ
|
13F-HR
|
4/12/2024 |
000159360024000003 |
|
Q4 2023
|
99 |
98,276 |
IEFA, AAPL, MSFT, VNQ
|
13F-HR
|
1/24/2024 |
000159360024000001 |
|
Q3 2023
|
674 |
112,793 |
IEFA, AAPL, MSFT, AGG
|
13F-HR
|
10/17/2023 |
000159360023000005 |
|
Q2 2023
|
676 |
110,333 |
IEFA, AAPL, MSFT, AGG
|
13F-HR
|
7/17/2023 |
000159360023000004 |
|
Q1 2023
|
704 |
108,796 |
IEFA, AAPL, AGG, MSFT
|
13F-HR
|
4/20/2023 |
000159360023000002 |
|
Q4 2022
|
693 |
105,693 |
IEFA, AAPL, AGG, VNQ
|
13F-HR
|
1/25/2023 |
000159360023000001 |
|
Q3 2022
|
707 |
103,313 |
IEFA, AAPL, AGG, MSFT
|
13F-HR
|
10/27/2022 |
000159360022000004 |
|
Q2 2022
|
706 |
114,739 |
IEFA, AAPL, AGG, MSFT
|
13F-HR
|
7/26/2022 |
000159360022000003 |
|
Q1 2022
|
719 |
134,835 |
IEFA, AGG, AAPL, MSFT
|
13F-HR
|
4/20/2022 |
000159360022000002 |
|
Q4 2021
|
235 |
170,467 |
WCFS Inc. Non Voting Common Stock, IEFA, AGG, AAPL
|
13F-HR
|
1/18/2022 |
000159360022000001 |
|
Q3 2021
|
238 |
94,503 |
IEFA, AAPL, VNQ, AGG
|
13F-HR
|
10/14/2021 |
000159360021000004 |
|
Q2 2021
|
226 |
94,605 |
IEFA, AAPL, VNQ, AGG
|
13F-HR
|
7/16/2021 |
000159360021000003 |
|
Q1 2021
|
223 |
89,650 |
IEFA, AAPL, VNQ, AGG
|
13F-HR
|
4/19/2021 |
000159360021000002 |
|
Q4 2020
|
224 |
90,447 |
IEFA, AAPL, JCTCF, VNQ
|
13F-HR
|
1/22/2021 |
000159360021000001 |
|
Q3 2020
|
242 |
87,001 |
IEFA, AAPL, JCTCF, AGG
|
13F-HR
|
10/15/2020 |
000159360020000008 |
|
Q2 2020
|
262 |
103,093 |
IEFA, JCTCF, AGG, MUB
|
13F-HR
|
7/8/2020 |
000159360020000006 |
|
Q1 2020
|
273 |
104,117 |
IEFA, DON, JCTCF, AGG
|
RESTATEMENT
|
4/15/2020 |
000159360020000004 |
|
Q4 2019
|
268 |
148,625 |
DON, IEFA, JCTCF, REET
|
13F-HR
|
1/10/2020 |
000159360020000002 |
|
Q3 2019
|
275 |
143,590 |
DON, IEFA, JCTCF, REET
|
13F-HR
|
10/16/2019 |
000159360019000015 |
|
Q2 2019
|
269 |
142,351 |
DON, IEFA, JCTCF, REET
|
13F-HR
|
7/12/2019 |
000159360019000014 |
|
Q1 2019
|
443 |
132,288 |
DON, IEFA, REET, SUB
|
13F-HR
|
4/10/2019 |
000159360019000013 |
|
Q4 2018
|
248 |
127,844 |
IEFA, DON, AGG, REET
|
13F-HR
|
2/12/2019 |
000159360019000012 |