|
Q1 2025
|
157 |
370,021 |
JMUB, BSJP, DFAE, AVUV
|
13F-HR
|
4/3/2025 |
000184506625000005 |
|
Q4 2024
|
164 |
364,542 |
JMUB, BSJP, AVUV, FNDA
|
13F-HR
|
1/8/2025 |
000184506625000002 |
|
Q3 2024
|
170 |
368,143 |
JMUB, BSJP, AVUV, FNDA
|
13F-HR
|
10/4/2024 |
000184506624000008 |
|
Q2 2024
|
173 |
339,947 |
JMUB, DFAE, AVUV, FNDA
|
13F-HR
|
7/5/2024 |
000184506624000006 |
|
Q1 2024
|
176 |
308,118 |
JMUB, DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, BSJO
|
13F-HR
|
4/9/2024 |
000184506624000004 |
|
Q4 2023
|
175 |
284,422 |
DIMENSIONAL ETF TRUST, JMUB, AMERICAN CENTY ETF TR, BSJO
|
13F-HR
|
1/9/2024 |
000184506624000002 |
|
Q3 2023
|
166 |
256,605 |
DIMENSIONAL ETF TRUST, BSJO, VTV, AMERICAN CENTY ETF TR
|
13F-HR
|
10/13/2023 |
000184506623000008 |
|
Q2 2023
|
176 |
255,806 |
DIMENSIONAL ETF TRUST, BSJO, VTV, EMLC
|
13F-HR
|
7/12/2023 |
000184506623000006 |
|
Q1 2023
|
167 |
242,541 |
DIMENSIONAL ETF TRUST, BSJN, VBR, PFFD
|
13F-HR
|
4/12/2023 |
000184506623000004 |
|
Q4 2022
|
170 |
222,492 |
DIMENSIONAL ETF TRUST, BSJN, VBR, VTV
|
13F-HR
|
1/11/2023 |
000184506623000001 |
|
Q3 2022
|
166 |
200,921 |
BSJN, PFFD, VBR, VTV
|
13F-HR
|
10/14/2022 |
000184506622000008 |
|
Q2 2022
|
182 |
231,005 |
VBR, VTV, PFFD, JMST
|
13F-HR
|
7/18/2022 |
000184506622000006 |
|
Q1 2022
|
187 |
261,879 |
VBR, VTV, BSJM, PFFD
|
13F-HR
|
4/25/2022 |
000184506622000004 |
|
Q4 2021
|
182 |
254,130 |
PFFD, VBR, BSJM, SPY
|
13F-HR
|
1/18/2022 |
000184506622000002 |
|
Q3 2021
|
170 |
232,521 |
PFFD, BSJM, EMLC, VBR
|
13F-HR
|
10/8/2021 |
000184506621000006 |
|
Q2 2021
|
171 |
233,941 |
PFFD, SPY, BSJM, VBR
|
13F-HR
|
7/14/2021 |
000184506621000004 |
|
Q1 2021
|
165 |
204,870 |
PFFD, MUB, VBR, BSJM
|
13F-HR
|
4/14/2021 |
000184506621000002 |
|
Q4 2020
|
151 |
179,885 |
PFFD, MUB, SCHG, BSJL
|
13F-HR
|
2/12/2021 |
000139834421003083 |