| As of Date | 04/16/2026 |
| Registration | SEC, Approved, 03/23/2018 |
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| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 219,756,972 11% |
| of that, discretionary | 210,292,910 10% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 487,266 -61% |
| % High Net Worth | 42.65% 18% |
| 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
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker808524755 | Stock NameSCHWAB STRATEGIC TR | $ Position$11,149,944 | % Position4.00% | $ Change24.00% | # Change15.00% |
| Stck Ticker808524102 | Stock NameSCHWAB STRATEGIC TR | $ Position$7,580,212 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$8,105,208 | % Position3.00% | $ Change1121.00% | # Change998.00% |
| Stck Ticker808524771 | Stock NameSCHWAB STRATEGIC TR | $ Position$8,621,824 | % Position3.00% | $ Change1.00% | # Change-10.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$7,863,938 | % Position3.00% | $ Change23.00% | # Change6.00% |
| Stck Ticker46435G409 | Stock NameISHARES TR | $ Position$6,666,283 | % Position3.00% | $ Change583.00% | # Change548.00% |
| Stck Ticker46432F396 | Stock NameISHARES TR | $ Position$6,605,942 | % Position3.00% | $ Change36.00% | # Change-4.00% |
| Stck Ticker46429B697 | Stock NameISHARES TR | $ Position$4,186,962 | % Position2.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker46434V282 | Stock NameISHARES TR | $ Position$3,785,821 | % Position2.00% | $ Change166.00% | # Change132.00% |
| Stck Ticker46434V449 | Stock NameISHARES TR | $ Position$4,715,385 | % Position2.00% | $ Change49.00% | # Change34.00% |