|
Q3 2024
|
290 |
1,190,187 |
PTLC, SPLG, IVV, VUG
|
13F-HR
|
11/12/2024 |
000184568824000005 |
|
Q2 2024
|
257 |
1,233,205 |
PTLC, VUG, SPLG, IWD
|
13F-HR
|
8/13/2024 |
000184568824000003 |
|
Q1 2024
|
157 |
594,829 |
PTLC, SPLG, QUAL, IUSB
|
13F-HR
|
5/15/2024 |
000184568824000002 |
|
Q4 2023
|
150 |
555,374 |
SPLG, PTLC, DIMENSIONAL ETF TRUST, QUAL
|
13F-HR
|
2/13/2024 |
000184568824000001 |
|
Q3 2023
|
160 |
627,562 |
SPLG, PTLC, DIMENSIONAL ETF TRUST, VUG
|
13F-HR
|
11/14/2023 |
000184568823000003 |
|
Q2 2023
|
235 |
782,763 |
PTLC, SPLG, QUAL, DIMENSIONAL ETF TRUST
|
13F-HR
|
7/21/2023 |
000184568823000002 |
|
Q1 2023
|
136 |
549,820 |
SPLG, PTLC, DIMENSIONAL ETF TRUST, QUAL
|
13F-HR
|
5/5/2023 |
000184568823000001 |
|
Q4 2022
|
126 |
440,693 |
SPLG, PTLC, ESGU, DIMENSIONAL ETF TRUST
|
13F-HR
|
2/13/2023 |
000196571823000002 |
|
Q3 2022
|
111 |
388,153 |
PTLC, SPLG, ESGU, GOVT
|
NEW HOLDINGS
|
11/2/2022 |
000184568822000004 |
|
Q3 2022
|
281 |
46,645 |
SPMB, XT, NANR, IWD
|
13F-HR
|
10/31/2022 |
000176794022000005 |
|
Q2 2022
|
206 |
653,559 |
SPLG, PTLC, ESGU, VUG
|
13F-HR
|
8/16/2022 |
000184568822000003 |
|
Q1 2022
|
565 |
22,983 |
VUG, PTLC, SPLG, IWD
|
13F-HR
|
5/27/2022 |
000184568822000002 |
|
Q4 2021
|
214 |
744,692 |
SPLG, PTLC, ESGU, VUG
|
13F-HR
|
2/14/2022 |
000184568822000001 |
|
Q3 2021
|
199 |
729,824 |
PTLC, SPLG, ESGU, VUG
|
13F-HR
|
11/19/2021 |
000184568821000002 |
|
Q2 2021
|
27 |
109,676 |
SCHX, SCHG, SCHZ, SCHF
|
13F-HR
|
7/21/2021 |
000176707021000004 |
|
Q4 2020
|
175 |
627,725 |
PTLC, SPLG, ESGU, VUG
|
13F-HR
|
2/11/2021 |
000184568821000001 |