| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 10/21/2022 |
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| ADV Location | MANHATTAN, KS, United States |
| Contact Info | 785 xxxxxxx |
| Websites |
| AUM* | 1,450,270,834 390% |
| of that, discretionary | 905,187,151 100% |
| Number of Employees | 65 117% |
| of those in investment advisory functions | 25 -4% |
| Private Fund GAV* | 0 |
| Avg Account Size | 222,571 -89% |
| % High Net Worth | 4.44% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Pension consulting services
- Educational seminars/workshops
- 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 Ticker037833100 | Stock NameAPPLE INC | $ Position$137,848,861 | % Position18.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker25434V104 | Stock NameDIMENSIONAL ETF TRUST | $ Position$55,245,290 | % Position7.00% | $ Change32.00% | # Change15.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$31,930,195 | % Position4.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$29,695,385 | % Position4.00% | $ Change66.00% | # Change44.00% |
| Stck Ticker25434V831 | Stock NameDIMENSIONAL ETF TRUST | $ Position$16,192,540 | % Position2.00% | $ Change30.00% | # Change14.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$11,897,587 | % Position2.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker46138E339 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$18,572,301 | % Position2.00% | $ Change149.00% | # Change73.00% |
| Stck Ticker45782C318 | Stock NameINNOVATOR ETFS TRUST | $ Position$3,815,501 | % Position1.00% | $ Change8.00% | # Change4.00% |
| Stck Ticker25434V203 | Stock NameDIMENSIONAL ETF TRUST | $ Position$9,429,348 | % Position1.00% | $ Change22.00% | # Change15.00% |
| Stck Ticker25434V302 | Stock NameDIMENSIONAL ETF TRUST | $ Position$4,984,709 | % Position1.00% | $ Change38.00% | # Change16.00% |