| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/17/2025 |
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| ADV Location | FAIRFAX, VA, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 394,812,451 |
| of that, discretionary | 393,487,696 |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 298,422 |
| % High Net Worth | 30.71% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$15,548,393 | % Position13.00% | $ Change27.00% | # Change21.00% |
| Stck Ticker26923N405 | Stock NameETF OPPORTUNITIES TRUST | $ Position$13,225,031 | % Position11.00% | $ Change26.00% | # Change14.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$9,155,231 | % Position7.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker921946810 | Stock NameVANGUARD WHITEHALL FDS | $ Position$8,324,207 | % Position7.00% | $ Change-7.00% | # Change-12.00% |
| Stck Ticker398182303 | Stock NameAMERICAN HEALTHCARE REIT INC | $ Position$6,272,659 | % Position5.00% | $ Change7.00% | # Change-3.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$4,343,824 | % Position4.00% | $ Change16.00% | # Change300.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$3,243,639 | % Position3.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker464287598 | Stock NameISHARES TR | $ Position$2,420,175 | % Position2.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker437076102 | Stock NameHOME DEPOT INC | $ Position$1,895,580 | % Position2.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$1,984,934 | % Position2.00% | $ Change4.00% | # Change0.00% |