| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 05/26/2023 |
|
|
|
| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 1,381,234,310 42% |
| of that, discretionary | 1,350,718,777 42% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,263,709 30% |
| % High Net Worth | 71.02% -7% |
| 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
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$282,630,275 | % Position25.00% | $ Change28618.00% | # Change21922.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$52,946,695 | % Position5.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$42,738,813 | % Position4.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$36,718,998 | % Position3.00% | $ Change23.00% | # Change8.00% |
| Stck Ticker713448108 | Stock NamePEPSICO INC | $ Position$17,503,023 | % Position2.00% | $ Change-14.00% | # Change-2.00% |
| Stck Ticker464287176 | Stock NameISHARES TR | $ Position$18,018,379 | % Position2.00% | $ Change19.00% | # Change20.00% |
| Stck Ticker714046109 | Stock NameREVVITY INC | $ Position$18,098,775 | % Position2.00% | $ Change27.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$18,463,783 | % Position2.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker46434G103 | Stock NameISHARES INC | $ Position$19,488,235 | % Position2.00% | $ Change20.00% | # Change1.00% |
| Stck Ticker97717W794 | Stock NameWISDOMTREE TR | $ Position$22,869,667 | % Position2.00% | $ Change25.00% | # Change14.00% |