| AUM* | 491,447,684 62% |
| of that, discretionary | 485,408,656 69% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,919,718 24% |
| % High Net Worth | 42.39% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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 Ticker922908637 | Stock NameVanguard Index Funds | $ Position$18,273,658 | % Position12.00% | $ Change25.00% | # Change8.00% |
| Stck Ticker921943858 | Stock NameVanguard Index Funds | $ Position$16,256,400 | % Position11.00% | $ Change14.00% | # Change2.00% |
| Stck Ticker922908629 | Stock NameVanguard Index Funds | $ Position$11,614,649 | % Position8.00% | $ Change15.00% | # Change309.00% |
| Stck Ticker922042858 | Stock NameVanguard Index Funds | $ Position$8,250,949 | % Position5.00% | $ Change17.00% | # Change6.00% |
| Stck Ticker922908751 | Stock NameVanguard Index Funds | $ Position$5,360,071 | % Position4.00% | $ Change17.00% | # Change1.00% |
| Stck Ticker464288877 | Stock NameiShares Trust | $ Position$5,397,128 | % Position4.00% | $ Change15.00% | # Change12.00% |
| Stck Ticker921937835 | Stock NameVanguard Bond Index Funds | $ Position$5,521,827 | % Position4.00% | $ Change5.00% | # Change5.00% |
| Stck Ticker922908744 | Stock NameVanguard Index Funds | $ Position$5,847,062 | % Position4.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBerkshire Hathaway Inc Del | $ Position$5,891,592 | % Position4.00% | $ Change6.00% | # Change2.00% |
| Stck Ticker808524201 | Stock NameSchwab Strategic Trust | $ Position$3,987,206 | % Position3.00% | $ Change24.00% | # Change8.00% |