|
Q1 2025
|
993 |
146,928 |
NVDA, MSFT, V, VNQ
|
13F-HR
|
4/22/2025 |
000183209725000005 |
|
Q4 2024
|
958 |
151,045 |
NVDA, MSFT, AAPL, V
|
13F-HR
|
1/14/2025 |
000183209725000001 |
|
Q3 2024
|
987 |
146,157 |
NVDA, MSFT, AAPL, VNQ
|
13F-HR
|
10/16/2024 |
000183209724000009 |
|
Q2 2024
|
787 |
125,796 |
NVDA, MSFT, AAPL, V
|
13F-HR
|
7/12/2024 |
000183209724000003 |
|
Q1 2024
|
715 |
116,011 |
NVDA, MSFT, AAPL, V
|
13F-HR
|
4/18/2024 |
000183209724000002 |
|
Q4 2023
|
722 |
105,245 |
MSFT, AAPL, V, NVDA
|
13F-HR
|
1/16/2024 |
000183209724000001 |
|
Q3 2023
|
799 |
122,967 |
AAPL, MSFT, DIMENSIONAL ETF TRUST, NVDA
|
13F-HR
|
10/30/2023 |
000183209723000005 |
|
Q2 2023
|
805 |
129,526 |
AAPL, MSFT, DIMENSIONAL ETF TRUST, NVDA
|
13F-HR
|
8/1/2023 |
000183209723000004 |
|
Q1 2023
|
768 |
123,197 |
AAPL, MSFT, DIMENSIONAL ETF TRUST, ABBV
|
13F-HR
|
4/18/2023 |
000183209723000003 |
|
Q4 2022
|
773 |
116,639 |
DIMENSIONAL ETF TRUST, ABBV, AAPL, MSFT
|
13F-HR
|
2/8/2023 |
000183209723000002 |
|
Q3 2022
|
956 |
124,452 |
AAPL, MSFT, ABBV, DIMENSIONAL ETF TRUST
|
13F-HR
|
10/26/2022 |
000183209722000007 |
|
Q2 2022
|
965 |
136,998 |
AAPL, MSFT, ABBV, DIMENSIONAL ETF TRUST
|
13F-HR
|
7/15/2022 |
000183209722000004 |
|
Q1 2022
|
847 |
149,186 |
AAPL, MSFT, ABBV, NVDA
|
13F-HR
|
5/9/2022 |
000183209722000003 |
|
Q4 2021
|
835 |
154,889 |
AAPL, MSFT, ABBV, NVDA
|
13F-HR
|
1/18/2022 |
000183209722000001 |
|
Q3 2021
|
835 |
141,858 |
AAPL, MSFT, ABBV, NVDA
|
RESTATEMENT
|
11/1/2021 |
000183209721000008 |
|
Q2 2021
|
854 |
140,162 |
AAPL, MSFT, NVDA, ABBV
|
13F-HR
|
7/15/2021 |
000183209721000006 |
|
Q1 2021
|
760 |
127,965 |
AAPL, MSFT, ABBV, NVDA
|
13F-HR
|
4/15/2021 |
000183209721000004 |
|
Q4 2020
|
707 |
118,495 |
AAPL, MSFT, ABBV, QCOM
|
13F-HR
|
1/27/2021 |
000183209721000002 |