|
|
Q2 2022
Filed on Aug 23, 2022
|
11,152
|
$11.91 - $39.34
$133K - $439K
|
|
|
|
Q2 2022
Filed on Aug 23, 2022
|
4,745
|
$18.04 - $28.29
$85.6K - $134K
|
|
|
|
Q2 2022
Filed on Aug 23, 2022
|
1,462
|
$65.17 - $75.44
$95.3K - $110K
|
|
|
|
Q2 2022
Filed on Aug 23, 2022
|
2,541
|
$23.19 - $50.02
$58.9K - $127K
|
|
Sharespost 100 Fd Shs Ben Int I
|
Q2 2022
Filed on Aug 23, 2022
|
9,676
|
N/A
|
|
|
|
Q2 2022
Filed on Aug 23, 2022
|
12,764
|
$6.33 - $8.94
$80.8K - $114K
|
|
|
|
Q2 2022
Filed on Aug 23, 2022
|
650
|
$47.02 - $191.65
$30.6K - $125K
|
|
Fidelity International Index
|
Q2 2022
Filed on Aug 23, 2022
|
5,049
|
N/A
|
|
Vanguard Institutional Index I
|
Q2 2022
Filed on Aug 23, 2022
|
1,378
|
N/A
|
|
|
|
Q2 2022
Filed on Aug 23, 2022
|
972
|
$69.84 - $121.86
$67.9K - $118K
|
|
Primecap Odyssey Aggressive Growth
|
Q1 2022
Filed on May 27, 2022
|
3,482
|
N/A
|
|
Matthews Asia Dividend Investor
|
Q1 2022
Filed on May 27, 2022
|
12,823
|
N/A
|
|
|
|
Q1 2022
Filed on May 27, 2022
|
3,000
|
$60.68 - $87.84
$182K - $264K
|
|
|
|
Q1 2022
Filed on May 27, 2022
|
1,927
|
$40.54 - $62.63
$78.1K - $121K
|
|
|
|
Q1 2022
Filed on May 27, 2022
|
2,882
|
$55.72 - $67.12
$161K - $193K
|
|
Vanguard Intl Growth Admiral
|
Q1 2022
Filed on May 27, 2022
|
720
|
N/A
|
|
Dfa Tax Managed Us Marketwide Value Ii
|
Q1 2022
Filed on May 27, 2022
|
26,599
|
N/A
|
|
|
|
Q1 2022
Filed on May 27, 2022
|
1,214
|
$59.26 - $81.62
$71.9K - $99.1K
|
|
Schwab Fundamental Us Large Company Idx
|
Q1 2022
Filed on May 27, 2022
|
4,897
|
N/A
|
|
|
|
Q1 2022
Filed on May 27, 2022
|
23,935
|
$15.41 - $17.64
$369K - $422K
|
|
|
|
Q1 2022
Filed on May 27, 2022
|
457
|
$189.9 - $234.17
$86.8K - $107K
|
|
|
|
Q1 2022
Filed on May 27, 2022
|
5,870
|
$34.48 - $44.95
$202K - $264K
|
|
|
|
Q1 2022
Filed on May 27, 2022
|
4,223
|
$30.13 - $38.07
$127K - $161K
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
1,200
|
$68.02 - $99.06
$81.6K - $119K
|
|
Fidelity Large Cap Value Enhanced Index
|
Q4 2021
Filed on Feb 25, 2022
|
14,437
|
N/A
|
|
Dfa Tax Managed Us Marketwide Value
|
Q4 2021
Filed on Feb 25, 2022
|
24,663
|
N/A
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
3,722
|
N/A
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
1,625
|
$59.49 - $79.82
$96.7K - $130K
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
9,800
|
N/A
|
|
Fidelity Large Cap Growth Enhanced Index
|
Q4 2021
Filed on Feb 25, 2022
|
8,953
|
N/A
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
916
|
$70.09 - $111.29
$64.2K - $102K
|
|
Vanguard Institutional Index Instl Plus
|
Q4 2021
Filed on Feb 25, 2022
|
345
|
N/A
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
388
|
$181.81 - $285.66
$70.5K - $111K
|
|
T Rowe Price Blue Chip Growth
|
Q4 2021
Filed on Feb 25, 2022
|
954
|
N/A
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
3,562
|
$34.37 - $41.91
$122K - $149K
|
|
Fidelity International Enhanced Index
|
Q4 2021
Filed on Feb 25, 2022
|
19,048
|
N/A
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
1,163
|
$89.98 - $111.29
$105K - $129K
|
|
|
|
Q4 2021
Filed on Feb 25, 2022
|
2,432
|
$44.18 - $53.27
$107K - $130K
|
|
Mfs Instl Intl Equity Fun
|
Q3 2021
Filed on Nov 17, 2021
|
4,540
|
N/A
|
|
Samsung Electronics CO LTD
|
Q3 2021
Filed on Nov 17, 2021
|
65
|
N/A
|
|
|
|
Q2 2021
Filed on Aug 19, 2021
|
60,310
|
$12.13 - $20.66
$732K - $1.25M
|
|
|
|
Q2 2021
Filed on Aug 19, 2021
|
7,700
|
$16.36 - $19.14
$126K - $147K
|
|
Main Stay Mac Kay Growth A
|
Q2 2021
Filed on Aug 19, 2021
|
2,089
|
N/A
|
|
|
|
Q2 2021
Filed on Aug 19, 2021
|
879
|
$125.41 - $144.63
$110K - $127K
|
|
|
|
Q2 2021
Filed on Aug 19, 2021
|
1,400
|
N/A
|
|
Social Capital Hedosophia Holdings Corp V
|
Q2 2021
Filed on Aug 19, 2021
|
6,800
|
N/A
|
|
|
|
Q2 2021
Filed on Aug 19, 2021
|
18,900
|
$12.01 - $16.87
$227K - $319K
|
|
|
|
Q1 2021
Filed on May 24, 2021
|
1,753
|
$104.81 - $118.61
$184K - $208K
|
|
|
|
Q1 2021
Filed on May 24, 2021
|
7,100
|
$41.14 - $48.67
$292K - $346K
|
|
Churchill Capital Cl A Ord
|
Q1 2021
Filed on May 24, 2021
|
11,000
|
N/A
|
|
