|
Q1 2024
|
197 |
194,526 |
VGSH, DFAC, DFSE, SCHB
|
13F-HR
|
4/16/2024 |
000187632624000002 |
|
Q4 2023
|
173 |
178,742 |
VGSH, DIMENSIONAL ETF TRUST, DFSE, DFAC
|
13F-HR
|
1/22/2024 |
000187632624000001 |
|
Q3 2023
|
148 |
155,900 |
VGSH, DIMENSIONAL ETF TRUST, DFSE, DFAC
|
13F-HR
|
10/17/2023 |
000187632623000004 |
|
Q2 2023
|
158 |
155,314 |
VGSH, DIMENSIONAL ETF TRUST, DFSE, SCHB
|
13F-HR
|
7/14/2023 |
000187632623000003 |
|
Q1 2023
|
153 |
154,558 |
VGSH, DIMENSIONAL ETF TRUST, SCHB, DFSE
|
13F-HR
|
4/14/2023 |
000187632623000002 |
|
Q4 2022
|
148 |
144,489 |
VGSH, DIMENSIONAL ETF TRUST, SCHB, DFSE
|
13F-HR
|
1/17/2023 |
000187632623000001 |
|
Q3 2022
|
133 |
126,542 |
VGSH, DIMENSIONAL ETF TRUST, SCHB, DFAC
|
13F-HR
|
11/2/2022 |
000187632622000005 |
|
Q2 2022
|
130 |
134,087 |
VGSH, SCHB, DFIC, SCHF
|
13F-HR
|
7/15/2022 |
000187632622000004 |
|
Q1 2022
|
120 |
112,237 |
SCHB, DIMENSIONAL ETF TRUST, SCHF, VGSH
|
13F-HR
|
4/19/2022 |
000187632622000003 |
|
Q4 2021
|
110 |
113,266 |
SCHB, DIMENSIONAL ETF TRUST, SCHF, VGSH
|
13F-HR
|
1/14/2022 |
000187632622000002 |
|
Q3 2021
|
98 |
86,650 |
SCHB, SCHF, AAPL, VTI
|
13F-HR
|
10/13/2021 |
000187632621000002 |