| As of Date | 02/02/2026 |
| Registration | SEC, Approved, 07/31/2020 |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | (50 xxxxxxx |
| Websites |
| AUM* | 1,131,604,671 23% |
| of that, discretionary | 1,112,976,230 24% |
| Number of Employees | 9 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,366,672 21% |
| % High Net Worth | 27.36% 34% |
| 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
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$81,598,069 | % Position13.00% | $ Change8.00% | # Change-2.00% |
| Stck Ticker808524797 | Stock NameSCHWAB STRATEGIC TR | $ Position$54,489,855 | % Position9.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker921937819 | Stock NameVANGUARD BD INDEX FDS | $ Position$51,943,483 | % Position8.00% | $ Change5.00% | # Change6.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$43,094,257 | % Position7.00% | $ Change11.00% | # Change493.00% |
| Stck Ticker922908751 | Stock NameVANGUARD INDEX FDS | $ Position$40,241,545 | % Position6.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker46434V621 | Stock NameISHARES TR | $ Position$40,886,515 | % Position6.00% | $ Change6.00% | # Change0.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$33,747,452 | % Position5.00% | $ Change15.00% | # Change-5.00% |
| Stck Ticker92206C870 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$29,425,746 | % Position5.00% | $ Change6197.00% | # Change6220.00% |
| Stck Ticker92206C409 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$33,078,364 | % Position5.00% | $ Change911.00% | # Change913.00% |
| Stck Ticker316188309 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$32,886,961 | % Position5.00% | $ Change83.00% | # Change84.00% |