|
Q2 2025
|
35 |
95,633 |
CGCP, SCHG, DFAU, DFLV
|
13F-HR
|
7/24/2025 |
000117266125002708 |
|
Q1 2025
|
38 |
101,148 |
CGCP, SCHG, DFAU, DFLV
|
13F-HR
|
5/15/2025 |
000117266125002097 |
|
Q4 2024
|
39 |
144,018 |
CGCP, CGDV, DFAU, DFCF
|
13F-HR
|
2/14/2025 |
000117266125001071 |
|
Q3 2024
|
42 |
172,251 |
CGCP, CGDV, DFAU, DFLV
|
13F-HR
|
11/14/2024 |
000117266124004828 |
|
Q2 2024
|
41 |
158,441 |
CGCP, CGDV, DFAU, DFLV
|
13F-HR
|
7/17/2024 |
000117266124002807 |
|
Q1 2024
|
43 |
159,099 |
CGCP, DFAU, CGDV, DFLV
|
13F-HR
|
5/13/2024 |
000117266124002212 |
|
Q4 2023
|
43 |
149,653 |
CGCP, DIMENSIONAL ETF TRUST, DFAU, CGDV
|
13F-HR
|
2/7/2024 |
000117266124000518 |
|
Q3 2023
|
44 |
138,414 |
CGCP, DIMENSIONAL ETF TRUST, DFLV, DFAU
|
13F-HR
|
10/19/2023 |
000117266123003457 |
|
Q2 2023
|
45 |
142,955 |
CGCP, DIMENSIONAL ETF TRUST, DFLV, DFAU
|
13F-HR
|
7/19/2023 |
000117266123002544 |
|
Q1 2023
|
43 |
132,228 |
CGCP, DIMENSIONAL ETF TRUST, DFLV, DFAU
|
13F-HR
|
5/10/2023 |
000117266123001964 |
|
Q4 2022
|
41 |
121,026 |
CGCP, DFLV, DIMENSIONAL ETF TRUST, DFAU
|
13F-HR
|
1/25/2023 |
000117266123000281 |