2025-10-15T17:44:58-07:00 2024-11-30 205935248 OneStop Financial Services Inc 20045 STEVENS CREEK BLVD STE 2G CUPERTINO CA 95014 990PF 2023-12-01 464343352 JIUN HU FOUNDATION JIUN 4084898888 13425 SURREY LANE SARATOGA CA 95070 HSIAO-CHIH WANG CEO 2025-10-15 true true Cindy S Shi P00536223 4088731021 2023 2025-03-06 01:10:19Z X 637769 X X 15 15 15 14796 14796 14796 9467 39942 9467 24278 24278 14811 1580 1580 1580 435 435 435 908 908 908 4920 4007 4920 4920 7843 4007 7843 7843 28000 28000 35843 4007 7843 35843 -11565 20271 6968 1329 296 296 405505 394976 637473 573 573 1 406835 395272 637769 2 2 X 145381 145381 261454 249889 406835 395270 406835 395272 406835 -11565 395270 395270 21.82 SCHWAB S&P 500 P 2018-01-05 2024-07-05 1875 922 953 953 142.931 SCHWAB S&P 500 P 2018-01-05 2024-09-03 12222 6041 6181 6181 80 DIMENSIONL US LARGE CAP VALUE P 2018-01-01 2024-10-15 2501 1924 577 577 38.854 SCHWAB S&P 500 P 2018-01-05 2024-10-16 3500 1620 1880 1880 36 AVANTIS US SMALL CAP VALUE P 2018-01-01 2024-10-16 3522 2659 863 863 1063.303 VANGUARD HIGH YIELD P 2018-01-01 2024-11-05 5780 6369 -589 -589 1584.944 PIMCO EMERG MKTS P 2018-01-01 2024-11-05 9637 10612 -975 -975 7.917 SCHWAB S&P 500 P 2018-01-05 2024-11-25 733 328 405 405 Capital Gain Dividends 172 9467 282 282 282 282 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 606835 0 0 606835 0 606835 9103 597732 29887 X 35843 35843 X 6968 7386 2069 5957 22380 5923 6278 1759 5063 19023 35843 28297 28717 32573 125430 35843 28297 28717 32573 125430 19925 17875 18443 20019 76262 X SOAR FOUNDATION 4 UNION SQUARE SUITE H UNION CITY CA 94587 PC CHARITY 12000 CHRISTIAN SONG-ZHU CARING MINISTRIES PO BOX 375 CUPERTINO CA 95015 PC CHARITY 4000 WCEO-VOX NATIVE 44599 S GRIMMER BLVD FREMONT CA 94538 PC CHARITY 5000 ZIGEN FUND 136-61 41st Ave 355 Flushing NY 11355 PC CHARITY 3000 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 CHINESE FOR AFFIRMATIVE ACTION 17 WALTER U LUM PL SAN FRANCISCO CA 94108 PC CHARITY 1000 28000 15 14796 9467 24278 24278 false false false false false false false false false false ACCOUNTING 1580 0 1580 1580 DODGE & COX INCOME FUND 48312 44785 PIMCO EMERG MKTS FULL PIMCO TOTAL RETURN FUND 46272 40769 DFA EMERGING MKTS CORE 22689 34350 DFA INTL SMALL CAP VALUE 21341 27122 DFA INTL VALUE PORT 39218 59585 DFA US LARGE CAP VALUE SCHWAB S&P 500 INDEX FD 66802 221541 VANGUARD SMALL CAP GWTH 18379 40606 VANGUARD INTL GROWTH FD 20359 23875 VANGUARD HIGH-YIELD CORPORATE 15386 14768 AVANTIS US SMALL CAP 43498 62134 AMERICAN FUNDS EMERGING 9815 9762 DIMENSIONL US LARGE CAP 42905 58176 Machinery and Equipment 573 573 BANK SERVICE FEE 4007 4007 4007 4007 LICENSE 25 25 25 MEETING EXPENSE 888 888 888 Rounding 2 FEDERAL TAX 435 435 435