| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 04/10/2020 |
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| ADV Location | VIRGINIA, MN, United States |
| Contact Info | 218 xxxxxxx |
| Websites |
| AUM* | 234,953,770 35% |
| of that, discretionary | 234,953,770 35% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 426,413 22% |
| % High Net Worth | 30.04% 40% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker09789C812 | Stock NameBONDBLOXX ETF TRUST | $ Position$26,917,939 | % Position15.00% | $ Change4.00% | # Change4.00% |
| Stck Ticker808524771 | Stock NameSCHWAB STRATEGIC TR | $ Position$18,909,727 | % Position10.00% | $ Change13.00% | # Change1.00% |
| Stck Ticker46429B747 | Stock NameISHARES TR | $ Position$16,757,497 | % Position9.00% | $ Change2.00% | # Change4.00% |
| Stck Ticker025072349 | Stock NameAMERICAN CENTY ETF TR | $ Position$15,478,591 | % Position8.00% | $ Change-28.00% | # Change-36.00% |
| Stck Ticker316188838 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$12,109,994 | % Position7.00% | $ Change | # Change |
| Stck Ticker46429B333 | Stock NameISHARES TR | $ Position$10,933,468 | % Position6.00% | $ Change4.00% | # Change4.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$11,508,318 | % Position6.00% | $ Change-9.00% | # Change-21.00% |
| Stck Ticker025072364 | Stock NameAMERICAN CENTY ETF TR | $ Position$9,753,330 | % Position5.00% | $ Change9.00% | # Change6.00% |
| Stck Ticker808524755 | Stock NameSCHWAB STRATEGIC TR | $ Position$9,591,237 | % Position5.00% | $ Change32.00% | # Change22.00% |
| Stck Ticker025072877 | Stock NameAMERICAN CENTY ETF TR | $ Position$7,144,478 | % Position4.00% | $ Change16.00% | # Change3.00% |