|
Q3 2024
|
158 |
180,260 |
DFAC, DCOR, LLY, DFIC
|
13F-HR
|
10/15/2024 |
000195175724001036 |
|
Q2 2024
|
147 |
181,129 |
LLY, DFAC, MSFT, DFCF
|
13F-HR
|
7/12/2024 |
000195175724000503 |
|
Q1 2024
|
149 |
168,998 |
LLY, DFAC, MSFT, DFCF
|
13F-HR
|
4/29/2024 |
000195175724000407 |
|
Q4 2023
|
129 |
141,866 |
LLY, DIMENSIONAL ETF TRUST, DFAC, MSFT
|
13F-HR
|
1/22/2024 |
000195175724000088 |
|
Q3 2023
|
114 |
125,776 |
LLY, DIMENSIONAL ETF TRUST, MSFT, DFAC
|
13F-HR
|
10/10/2023 |
000195175723000531 |
|
Q2 2023
|
120 |
125,119 |
LLY, MSFT, DIMENSIONAL ETF TRUST, DFAC
|
13F-HR
|
7/18/2023 |
000195175723000392 |
|
Q1 2023
|
120 |
115,741 |
LLY, MSFT, DIMENSIONAL ETF TRUST, SCHX
|
13F-HR
|
4/10/2023 |
000195175723000129 |
|
Q4 2022
|
108 |
136,336 |
LLY, MSFT, JPST, VOO
|
13F-HR
|
1/31/2023 |
000195175723000093 |
|
Q3 2022
|
92 |
122,464 |
SHY, LLY, MSFT, VOO
|
13F-HR
|
11/14/2022 |
000192011722000004 |
|
Q2 2022
|
106 |
135,676 |
LLY, VOO, MSFT, SCHX
|
13F-HR
|
8/15/2022 |
000192011722000003 |
|
Q1 2022
|
127 |
180,137 |
VOO, LLY, MSFT, JNK
|
13F-HR
|
5/16/2022 |
000192011722000002 |
|
Q4 2021
|
120 |
158,233 |
VOO, LLY, MSFT, SSO
|
13F-HR
|
5/16/2022 |
000192011722000001 |