| As of Date | 06/11/2026 |
| Registration | SEC, Approved, 11/22/2016 |
|
|
|
| ADV Location | TOPSFIELD, MA, United States |
| Contact Info | (97 xxxxxxx |
| Websites |
| AUM* | 330,541,181 13% |
| of that, discretionary | 316,178,550 12% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 414,732 8% |
| % High Net Worth | 43.84% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$6,079,114 | % Position14.00% | $ Change5.00% | # Change-1.00% |
| Stck Ticker46429B663 | Stock NameISHARES TR | $ Position$5,267,081 | % Position12.00% | $ Change12.00% | # Change3.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$3,283,972 | % Position8.00% | $ Change15.00% | # Change5.00% |
| Stck Ticker46137V282 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$2,906,247 | % Position7.00% | $ Change2.00% | # Change-1.00% |
| Stck Ticker316188309 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$2,653,880 | % Position6.00% | $ Change8.00% | # Change4.00% |
| Stck Ticker81369Y407 | Stock NameSELECT SECTOR SPDR TR | $ Position$2,677,285 | % Position6.00% | $ Change12.00% | # Change2.00% |
| Stck Ticker92204A504 | Stock NameVANGUARD WORLD FD | $ Position$2,681,805 | % Position6.00% | $ Change9.00% | # Change2.00% |
| Stck Ticker46434V381 | Stock NameISHARES TR | $ Position$2,122,512 | % Position5.00% | $ Change5.00% | # Change2.00% |
| Stck Ticker31609A107 | Stock NameFIDELITY COVINGTON TRUST | $ Position$1,807,116 | % Position4.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker46137V357 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$1,173,800 | % Position3.00% | $ Change12.00% | # Change2.00% |