Q3 2024
|
243 |
205,894 |
IGSB, AAPL, VCSH, VTI
|
13F-HR
|
10/22/2024 |
000189120124000006 |
Q2 2024
|
250 |
185,712 |
AAPL, VCSH, IGSB, VTI
|
13F-HR
|
7/25/2024 |
000189120124000005 |
Q1 2024
|
221 |
161,150 |
VCSH, IGSB, VTI, VTV
|
13F-HR
|
4/11/2024 |
000189120124000004 |
Q4 2023
|
227 |
151,376 |
VCSH, DIMENSIONAL ETF TRUST, VTI, VTV
|
13F-HR
|
1/17/2024 |
000189120124000002 |
Q3 2023
|
244 |
130,994 |
VCSH, ISTB, DIMENSIONAL ETF TRUST, VTI
|
13F-HR
|
10/20/2023 |
000189120123000007 |
Q2 2023
|
250 |
124,506 |
ISTB, DIMENSIONAL ETF TRUST, VTI, VTV
|
13F-HR
|
7/25/2023 |
000189120123000005 |
Q1 2023
|
232 |
113,185 |
ISTB, DIMENSIONAL ETF TRUST, VTI, VTV
|
13F-HR
|
4/26/2023 |
000189120123000002 |
Q4 2022
|
226 |
107,078 |
ISTB, DIMENSIONAL ETF TRUST, VTI, VTV
|
13F-HR
|
1/18/2023 |
000189120123000001 |
Q3 2022
|
253 |
95,288 |
ISTB, VTI, VTV, SUB
|
13F-HR
|
11/3/2022 |
000189120122000005 |
Q2 2022
|
230 |
94,762 |
ISTB, VTI, VTV, SUB
|
13F-HR
|
7/25/2022 |
000189120122000004 |
Q1 2022
|
195 |
114,139 |
ISTB, VTI, VTEB, VTV
|
13F-HR
|
5/10/2022 |
000189120122000003 |
Q4 2021
|
189 |
121,221 |
ISTB, VTEB, VTI, VTV
|
13F-HR
|
2/1/2022 |
000189120122000002 |