| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/01/2023 |
|
|
|
| ADV Location | TEMPE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 208,356,675 57% |
| of that, discretionary | 208,322,075 57% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 267,467 34% |
| % High Net Worth | 23.15% 130% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$39,267,966 | % Position25.00% | $ Change31.00% | # Change3.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$32,870,868 | % Position21.00% | $ Change20.00% | # Change4.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$15,463,084 | % Position10.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$6,964,303 | % Position4.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker22160K105 | Stock NameCOSTCO WHOLESALE CORPORATION | $ Position$2,540,023 | % Position2.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$3,593,881 | % Position2.00% | $ Change2.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$3,112,441 | % Position2.00% | $ Change-2.00% | # Change-3.00% |
| Stck Ticker921910816 | Stock NameVANGUARD WORLD FD | $ Position$2,843,485 | % Position2.00% | $ Change19.00% | # Change396.00% |
| Stck Ticker78467Y107 | Stock NameSTATE STR SPDR S&P MIDCAP 40 | $ Position$2,641,259 | % Position2.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker69608A108 | Stock NamePALANTIR TECHNOLOGIES INC | $ Position$2,996,086 | % Position2.00% | $ Change-29.00% | # Change-11.00% |