| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| ADV Location | BETHLEHEM, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 339,374,782 19% |
| of that, discretionary | 339,374,782 19% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,373,250 349% |
| % High Net Worth | 43.36% -33% |
| 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
- 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 Ticker808524805 | Stock NameSCHWAB INTERNATIONAL EQUITY ETF | $ Position$32,210,175 | % Position12.00% | $ Change15.00% | # Change2.00% |
| Stck Ticker464287200 | Stock NameISHARES CORE S&P 500 ETF | $ Position$31,199,821 | % Position12.00% | $ Change27.00% | # Change10.00% |
| Stck Ticker92206C870 | Stock NameVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $ Position$22,996,867 | % Position9.00% | $ Change4.00% | # Change5.00% |
| Stck Ticker808524201 | Stock NameSCHWAB U.S. LARGE-CAP ETF | $ Position$13,971,737 | % Position5.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker46641Q167 | Stock NameJPMORGAN ACTIVE VALUE ETF | $ Position$12,460,938 | % Position5.00% | $ Change19.00% | # Change8.00% |
| Stck Ticker46641Q647 | Stock NameJPMORGAN MUNICIPAL ETF | $ Position$13,017,981 | % Position5.00% | $ Change85.00% | # Change83.00% |
| Stck Ticker922907738 | Stock NameVANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $ Position$9,533,991 | % Position4.00% | $ Change575.00% | # Change569.00% |
| Stck Ticker922908629 | Stock NameVANGUARD MORNINGSTAR MID-CAP ETF | $ Position$10,998,288 | % Position4.00% | $ Change26.00% | # Change349.00% |
| Stck Ticker25434V732 | Stock NameDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $ Position$9,048,780 | % Position3.00% | $ Change20.00% | # Change2.00% |
| Stck Ticker808524300 | Stock NameSCHWAB U.S. LARGE-CAP GROWTH ETF | $ Position$9,209,184 | % Position3.00% | $ Change14.00% | # Change-2.00% |