| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 07/15/2022 |
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| ADV Location | SAN RAFAEL, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 144,815,568 17% |
| of that, discretionary | 144,815,568 17% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,012,696 19% |
| % High Net Worth | 45.77% 5% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- 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 Ticker92204A702 | Stock NameVANGUARD WORLD FD | $ Position$8,288,353 | % Position6.00% | $ Change | # Change |
| Stck Ticker09260D107 | Stock NameBLACKSTONE INC | $ Position$6,479,616 | % Position5.00% | $ Change | # Change |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$7,122,027 | % Position5.00% | $ Change | # Change |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,768,468 | % Position4.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$4,365,740 | % Position3.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker369604301 | Stock NameGENERAL ELECTRIC CO | $ Position$3,479,426 | % Position3.00% | $ Change34.00% | # Change1.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$3,929,597 | % Position3.00% | $ Change10.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$3,755,565 | % Position3.00% | $ Change8.00% | # Change7.00% |
| Stck Ticker75513E101 | Stock NameRAYTHEON TECHNOLOGIES CORP | $ Position$4,046,372 | % Position3.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker808524797 | Stock NameSCHWAB STRATEGIC TR | $ Position$2,092,004 | % Position2.00% | $ Change26.00% | # Change22.00% |