|
Q2 2025
|
623 |
330,644 |
VUG, DFUS, DFAW, DFAC
|
13F-HR
|
7/16/2025 |
000106299325012891 |
|
Q1 2025
|
659 |
344,644 |
VUG, DFUS, DFAW, DFAC
|
13F-HR
|
5/9/2025 |
000106299325008965 |
|
Q4 2024
|
725 |
298,924 |
VUG, DFUS, DUHP, SCHD
|
13F-HR
|
2/13/2025 |
000106299325002339 |
|
Q3 2024
|
683 |
333,762 |
VUG, DFUS, DFAC, DUHP
|
13F-HR
|
10/23/2024 |
000106299324017896 |
|
Q2 2024
|
651 |
309,650 |
VUG, DFUS, DFAC, DUHP
|
13F-HR
|
8/29/2024 |
000106299324015897 |
|
Q4 2023
|
1,156 |
576,433 |
DFA GLOBAL ALLOCATION 6040 I, DFA GLOBAL EQUITY I, SCHWAB VALUE ADVANTAGE MONEY INV, VUG
|
13F-HR
|
2/13/2024 |
000106299324002891 |
|
Q3 2023
|
751 |
8,105,022 |
DFA GLOBAL EQUITY I, SCHD, DFA GLOBAL ALLOCATION 25/75 I, DFAT
|
13F-HR
|
11/14/2023 |
000106299323020781 |
|
Q2 2023
|
887 |
487,354 |
Net Worth, SCHWAB VALUE ADVANTAGE MONEY INV, DFA GLOBAL ALLOCATION 60/40 I, DFA US HI RELATV PROFITABILITY INSTL
|
13F-HR
|
8/15/2023 |
000106299323016497 |
|
Q1 2023
|
1,035 |
510,551 |
DFA GLOBAL ALLOCATION 60/40 I, SCHD, DFA GLOBAL EQUITY I, DFA SHORT-DURATION REAL RETURN INSTL
|
13F-HR
|
5/15/2023 |
000106299323011088 |
|
Q4 2022
|
91 |
202,628 |
SCHD, DFAT, VCSH, DUHP
|
13F-HR
|
2/14/2023 |
000106299323003302 |