| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 04/02/2019 |
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| Contact Info | 402 xxxxxxx |
| Websites |
| AUM* | 175,486,596 0% |
| of that, discretionary | 175,486,596 0% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 890,795 -17% |
| % High Net Worth | 28.10% -10% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$28,776,259 | % Position16.00% | $ Change17.00% | # Change-5.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$19,091,880 | % Position11.00% | $ Change2.00% | # Change-2.00% |
| Stck Ticker244199105 | Stock NameDEERE & CO | $ Position$18,154,525 | % Position10.00% | $ Change10.00% | # Change-2.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$15,930,475 | % Position9.00% | $ Change-14.00% | # Change-6.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$13,256,947 | % Position8.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$13,858,962 | % Position8.00% | $ Change11.00% | # Change-2.00% |
| Stck Ticker94106L109 | Stock NameWASTE MGMT INC DEL | $ Position$11,803,502 | % Position7.00% | $ Change-5.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$13,022,138 | % Position7.00% | $ Change-1.00% | # Change-2.00% |
| Stck Ticker872540109 | Stock NameTJX COS INC NEW | $ Position$10,842,704 | % Position6.00% | $ Change-7.00% | # Change-2.00% |
| Stck Ticker22160K105 | Stock NameCOSTCO WHOLESALE CORPORATION | $ Position$10,383,717 | % Position6.00% | $ Change-12.00% | # Change-6.00% |