2024-11-05T14:11:21-05:00 2023-12-31 990183523 ROBERT HY LEONG & COMPANY 1164 BISHOP ST STE 530 HONOLULU HI 96813 990PF 2023-01-01 990331596 MARIAN C & WALTER G CHUCK FOUNDATION MARI 8085365617 1001 BISHOP STREET SUITE 2450 HONOLULU HI 96813 MARIAN C CHUCK PRES 8085365617 2024-10-28 false DARRYL T KOMO P00149853 8085231621 2024-10-29 2023 2024-10-15 13:58:12Z X 62653 X X 1825 967 1052 49650 62 2877 1029 875 875 65 65 940 940 0 10000 10000 10940 940 10000 -8063 89 67547 59707 62653 67547 59707 62653 2930 3153 2930 3153 X 64617 56554 64617 56554 67547 59707 64617 -8063 56554 56554 62 1 1 1 1 false false false false false false false true true HI true false false false false true N/A ROBERT HY LEONG COMPANY 8085231621 1164 BISHOP STREET SUITE 530 HONOLULU HI 96813 false false false false false false false false false false false false false false false false false false false false MARIAN C CHUCK 2691 AALIAMANU PL HONOLULU HI 96813 PRES 000.00 0 0 0 W GREGORY CHUCK 3225 PATY DRIVE HONOLULU HI 96822 VICE PRES 000.00 0 0 0 MEREDITH CHUCK CHING 3769 DIAMOND HEAD HONOLULU HI 96816 SEC 000.00 0 0 0 JAMIE A CHUCK MACLAREN 4684 SIERRA DRIVE HONOLULU HI 96816 TREAS 000.00 0 0 0 NONE NONE N/A 68063 853 0 68916 68916 1034 67882 3394 3394 1 1 3393 3393 3393 10000 10000 3393 5202 839 823 526 5358 12748 10000 3393 6607 19355 0 5202 14153 839 823 526 5358 6607 X KAPIOLANI HEALTH FOUNDATION 55 MERCHANT STREET HONOLULU HI 96813 GENERAL 5000 UNIVERSITY OF HAWAII FOUNDATION 1314 S KING STREET HONOLULU HI 96813 GENERAL 5000 10000 14 1825 18 62 990 1887 990 2877 false false false false false false false false false false ST SALE - UBS PURCHASE 34730 34048 682 LT SALE - UBS PURCHASE 14858 14550 308 11 ISHARES S&P SMALLCAP 600 682 758 81 ISHARES CORE MSCI EAFE ETF 6 VANGUARD MID-CAP EFT 758 698 25 VANGUARD INTER TERM 528 LORD ABBETT INTERMEDIATE 3434 3153 ISHARES RUSSELL MID-CAP GROWTH SPDR S&P 500 ETF TR 814 951 EXPL & PRODTN VANGUARD SMALL CAP VALUE ETF 433 540 VANGUARD FTSE EMERGING MARKETS 2160 2178 VANGUARD RUSSELL 1000 GROWTH 4207 5227 VANGUARD RUSSELL 1000 VALUE 5353 5803 VANGUARD RUSSELL 2000 587 649 JOHN HANCOCK DISCIPLINED 1208 1285 ISHARES BROAD USD INVT 1192 1230 ISHARES NATL MUNI BOND 5971 6179 ISHARES JP MORGAN USD EMERGING 624 623 JPMORGAN ULTRA-SHORT MUNICIPAL CURRENCY BOND ETF 599 634 MUNICIPAL FUND CLASS I 3630 3692 INVESCO OPTIMUM DIMENSIONAL ETF TRUST EMGR CRE 2027 2218 INVESCO S&P 500 EQUAL WEIGHT 1184 1262 VANGUARD FTSE DEVELOPED MARKET 8979 9484 BAIRD MIDCAP FUND INSTITUTIONAL 1237 1308 SCHWAB US TIPS ETF 610 626 ALLSPRING MUNICIPAL BOND 12824 12902 AMERICAN CENTURY HIGH INCOME 1194 1253 INVESTMENT MANAGEMENT FEES 875 875 FOREIGN TAXES 34 34 DCCA 31 31