| As of Date | 08/10/2026 |
| Registration | SEC, Approved, 04/24/2025 |
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| ADV Location | CHANDLER, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 229,766,959 |
| of that, discretionary | 229,766,959 100% |
| Number of Employees | 6 200% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 540,628 |
| % High Net Worth | 66.67% |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$25,049,953 | % Position16.00% | $ Change32.00% | # Change24.00% |
| Stck Ticker464287440 | Stock NameISHARES TR | $ Position$21,379,809 | % Position14.00% | $ Change48.00% | # Change49.00% |
| Stck Ticker92206C847 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$17,091,415 | % Position11.00% | $ Change22.00% | # Change22.00% |
| Stck Ticker46434G103 | Stock NameISHARES INC | $ Position$14,208,683 | % Position9.00% | $ Change16.00% | # Change-2.00% |
| Stck Ticker46138J783 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$12,795,920 | % Position8.00% | $ Change | # Change |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$11,522,343 | % Position7.00% | $ Change15.00% | # Change2.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$8,878,255 | % Position6.00% | $ Change16.00% | # Change-3.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$7,075,388 | % Position5.00% | $ Change21.00% | # Change6.00% |
| Stck Ticker09661T826 | Stock NameBNY MELLON ETF TRUST | $ Position$5,647,018 | % Position4.00% | $ Change | # Change |
| Stck Ticker06738C778 | Stock NameBARCLAYS BANK PLC | $ Position$2,722,259 | % Position2.00% | $ Change-10.00% | # Change0.00% |