| AUM* | 981,689,638 29% |
| of that, discretionary | 765,595,573 29% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,638,881 23% |
| % High Net Worth | 77.61% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker25434V708 | Stock NameDIMENSIONAL ETF TRUST | $ Position$128,058,923 | % Position20.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker25434V880 | Stock NameDIMENSIONAL ETF TRUST | $ Position$54,117,359 | % Position9.00% | $ Change10.00% | # Change2.00% |
| Stck Ticker25434V864 | Stock NameDIMENSIONAL ETF TRUST | $ Position$41,872,466 | % Position7.00% | $ Change-5.00% | # Change-5.00% |
| Stck Ticker922040845 | Stock NameVANGUARD INSTL INDEX FD | $ Position$36,157,392 | % Position6.00% | $ Change27.00% | # Change27.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$37,362,289 | % Position6.00% | $ Change31.00% | # Change13.00% |
| Stck Ticker922907746 | Stock NameVANGUARD MUN BD FDS | $ Position$16,116,726 | % Position3.00% | $ Change20.00% | # Change18.00% |
| Stck Ticker25434V609 | Stock NameDIMENSIONAL ETF TRUST | $ Position$16,405,830 | % Position3.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker808524854 | Stock NameSCHWAB STRATEGIC TR | $ Position$16,954,105 | % Position3.00% | $ Change4.00% | # Change5.00% |
| Stck Ticker25434V625 | Stock NameDIMENSIONAL ETF TRUST | $ Position$18,294,627 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker25434V807 | Stock NameDIMENSIONAL ETF TRUST | $ Position$9,849,628 | % Position2.00% | $ Change1.00% | # Change-2.00% |