| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 10/07/2019 |
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| ADV Location | YORK, PA, United States |
| Contact Info | 717 xxxxxxx |
| Websites |
| AUM* | 370,874,878 78% |
| of that, discretionary | 360,667,420 80% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 224,909 54% |
| % High Net Worth | 9.66% 75% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker33740F755 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$64,721,370 | % Position21.00% | $ Change-4.00% | # Change-11.00% |
| Stck Ticker46434V878 | Stock NameISHARES TR | $ Position$47,019,517 | % Position15.00% | $ Change48.00% | # Change48.00% |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$42,219,316 | % Position13.00% | $ Change38.00% | # Change18.00% |
| Stck Ticker33733E690 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$22,299,520 | % Position7.00% | $ Change | # Change |
| Stck Ticker464287721 | Stock NameISHARES TR | $ Position$19,627,864 | % Position6.00% | $ Change3.00% | # Change-26.00% |
| Stck Ticker092528504 | Stock NameBLACKROCK ETF TRUST II | $ Position$15,616,760 | % Position5.00% | $ Change88.00% | # Change87.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$14,129,616 | % Position5.00% | $ Change28.00% | # Change15.00% |
| Stck Ticker464287671 | Stock NameISHARES TR | $ Position$14,089,822 | % Position4.00% | $ Change29.00% | # Change7.00% |
| Stck Ticker81369Y704 | Stock NameSELECT SECTOR SPDR TR | $ Position$9,806,076 | % Position3.00% | $ Change40.00% | # Change23.00% |
| Stck Ticker33740U752 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$8,439,359 | % Position3.00% | $ Change574.00% | # Change506.00% |