| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 08/17/2017 |
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| ADV Location | SAN ANTONIO, TX, United States |
| Contact Info | 210 xxxxxxx |
| Websites |
| AUM* | 366,325,843 13% |
| of that, discretionary | 354,540,023 28% |
| Number of Employees | 11 22% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 487,135 6% |
| % High Net Worth | 56.46% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287309 | Stock NameISHARES TR | $ Position$46,441,321 | % Position13.00% | $ Change14.00% | # Change-6.00% |
| Stck Ticker464287408 | Stock NameISHARES TR | $ Position$37,003,872 | % Position11.00% | $ Change5.00% | # Change-2.00% |
| Stck Ticker808524839 | Stock NameSCHWAB STRATEGIC TR | $ Position$36,389,117 | % Position10.00% | $ Change4.00% | # Change5.00% |
| Stck Ticker78464A383 | Stock NameSPDR SERIES TRUST | $ Position$29,025,278 | % Position8.00% | $ Change24.00% | # Change25.00% |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$20,838,672 | % Position6.00% | $ Change8.00% | # Change-7.00% |
| Stck Ticker46434V613 | Stock NameISHARES TR | $ Position$17,064,783 | % Position5.00% | $ Change44.00% | # Change44.00% |
| Stck Ticker464288877 | Stock NameISHARES TR | $ Position$17,537,295 | % Position5.00% | $ Change0.00% | # Change-2.00% |
| Stck Ticker92206C847 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$17,095,481 | % Position5.00% | $ Change5.00% | # Change6.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$14,109,818 | % Position4.00% | $ Change18.00% | # Change500.00% |
| Stck Ticker464288885 | Stock NameISHARES TR | $ Position$12,420,616 | % Position4.00% | $ Change36.00% | # Change21.00% |