| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 02/22/2018 |
| ADV Location | THE VILLAGES, FL, United States |
| Contact Info | 352 xxxxxxx |
| Websites |
| AUM* | 332,765,429 32% |
| of that, discretionary | 332,765,429 74% |
| Number of Employees | 17 |
| of those in investment advisory functions | 7 75% |
| Private Fund GAV* | 0 |
| Avg Account Size | 181,641 47% |
| % High Net Worth | 6.65% 89% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker921910816 | Stock NameVANGUARD WORLD FD | $ Position$18,953,335 | % Position11.00% | $ Change17.00% | # Change389.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$19,503,322 | % Position11.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$13,812,644 | % Position8.00% | $ Change14.00% | # Change-2.00% |
| Stck Ticker922908637 | Stock NameVANGUARD INDEX FDS | $ Position$13,202,449 | % Position7.00% | $ Change12.00% | # Change-3.00% |
| Stck Ticker92204A207 | Stock NameVANGUARD WORLD FD | $ Position$10,063,197 | % Position6.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker921910873 | Stock NameVANGUARD WORLD FD | $ Position$10,885,273 | % Position6.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker921908844 | Stock NameVANGUARD SPECIALIZED FUNDS | $ Position$11,120,879 | % Position6.00% | $ Change7.00% | # Change-3.00% |
| Stck Ticker922908629 | Stock NameVANGUARD INDEX FDS | $ Position$7,339,961 | % Position4.00% | $ Change10.00% | # Change291.00% |
| Stck Ticker921946406 | Stock NameVANGUARD WHITEHALL FDS | $ Position$5,747,448 | % Position3.00% | $ Change4.00% | # Change-3.00% |
| Stck Ticker92206C680 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$2,709,186 | % Position2.00% | $ Change21.00% | # Change4.00% |