2024-04-14T09:53:17-07:00 2023-11-30 205935248 OneStop Financial Services Inc 20045 STEVENS CREEK BLVD STE 2G CUPERTINO CA 95014 990PF 2022-12-01 464343352 JIUN HU FOUNDATION JIUN 4084898888 13425 SURREY LANE SARATOGA CA 95070 HSIAO-CHIH WANG CEO 2024-04-14 true HSIAO-CHIH WANG 999009999 true Cindy S Shi P00536223 4088731021 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 544232 X X 12 12 12 13921 13921 13921 21231 72430 21231 35164 35164 13933 1300 1300 1300 600 600 600 4647 3834 4647 4647 6547 3834 6547 6547 21750 21750 28297 3834 6547 28297 6867 31330 7386 1329 1329 405659 405505 542903 573 573 1 1 405660 406835 544232 3235 2457 5692 0 X 145381 145381 254587 261454 399968 406835 405660 406835 399968 6867 406835 406835 45.555 SCHWAB S&P 500 INDEX P 2019-11-11 2022-12-01 2885 2186 699 699 1115.11 DFA US LARGE CAP VALUE I P 2020-01-01 2023-05-26 45125 35268 9857 9857 53.058 SCHWAB S&P 500 INDEX P 2019-11-11 2023-08-22 3600 2546 1054 1054 62.394 SCHWAB S&P 500 INDEX P 2019-11-11 2023-09-05 4342 2732 1610 1610 200.315 SCHWAB S&P 500 INDEX P 2018-01-05 2023-11-15 14000 8467 5533 5533 Capital Gain Dividends 2478 21231 435 435 435 435 0 false false false false false false false false true true true false false false true N/A JOY WANG 4084898888 13425 SURREY LANE SARATOGA CA 95070 false false false false false false false false false false false false false false false false false false false false false false HSIAO-CHIH WANG 13425 SURREY LANE SARATOGA CA 95070 CEO 0.00 0 NONE NONE CHARITABLE CONTRIBUTIONS TO RELIGIOUS AND EDUCATIONAL ORGANIZATIONS. 0 544410 0 0 544410 0 544410 8166 536244 26812 X 28297 28297 X 7386 2069 5957 4714 20126 6278 1759 5063 4007 17107 28297 28717 32573 25343 114930 28297 28717 32573 25343 114930 17875 18443 20019 15865 72202 X SOAR FOUNDATION 4 UNION SQUARE SUITE H UNION CITY CA 94587 PC CHARITY 9750 CHRISTIAN SONG-ZHU CARING MINISTRIES PO BOX 375 CUPERTINO CA 95015 PC CHARITY 3000 ZIGEN FUND 136-61 41st Ave 355 Flushing NY 11355 PC CHARITY 2000 United Moms Charity Association 6 Hardley Dr East Windsor NJ 08512 PC CHARITY 2000 Go and Love Foundation 433 Airport Blvd Ste 218 Burlingame CA 94010 PC CHARITY 1000 CALIFORNIA LINE DANCE ASSOCIATION 262 E GISH RD SAN JOSE CA 95112 PC CHARITY 3000 CHINESE FOR AFFIRMATIVE ACTION 17 WALTER U LUM PL SAN FRANCISCO CA 94108 PC CHARITY 1000 21750 12 13921 21231 TAX REFUND 35164 35164 false false false false false false false false false false ACCOUNTING 1300 0 1300 1300 DODGE & COX INCOME FUND 42497 37394 PIMCO EMERG MKTS FULL 10612 9478 PIMCO TOTAL RETURN FUND 41957 35097 DFA EMERGING MKTS CORE 22689 31435 DFA INTL SMALL CAP VALUE 21341 24623 DFA INTL VALUE PORT 39218 54140 DFA US LARGE CAP VALUE 44829 47756 SCHWAB S&P 500 INDEX FD 75715 182982 VANGUARD SMALL CAP GWTH 18378 29463 VANGUARD INTL GROWTH FD 20358 20505 VANGUARD HIGH-YIELD CORPORATE 21755 19805 AVANTIS US SMALL CAP 46156 50225 Machinery and Equipment 573 573 Rounding 1 1 BANK SERVICE FEE 3834 3834 3834 3834 LICENSE 25 25 25 MEETING EXPENSE 788 788 788 FEDERAL TAX 600 600 600