| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 08/05/2025 |
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| ADV Location | UPLAND, CA, United States |
| Contact Info | 909 xxxxxxx |
| Websites |
| AUM* | 359,215,149 |
| of that, discretionary | 327,309,565 100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 473,899 |
| % High Net Worth | 22.93% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- 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 Ticker02079K305 | Stock NameALPHABET INC | $ Position$7,159,362 | % Position4.00% | $ Change26.00% | # Change2.00% |
| Stck Ticker316092113 | Stock NameFIDELITY COVINGTON TRUST | $ Position$7,674,705 | % Position4.00% | $ Change15.00% | # Change-1.00% |
| Stck Ticker316188309 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$6,540,137 | % Position4.00% | $ Change12.00% | # Change13.00% |
| Stck Ticker69344A107 | Stock NamePGIM ETF TR | $ Position$6,539,241 | % Position4.00% | $ Change-15.00% | # Change-15.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$4,753,193 | % Position3.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$5,522,153 | % Position3.00% | $ Change25.00% | # Change9.00% |
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$5,222,254 | % Position3.00% | $ Change96.00% | # Change4.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$5,085,355 | % Position3.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$5,037,978 | % Position3.00% | $ Change19.00% | # Change4.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$6,312,023 | % Position3.00% | $ Change50.00% | # Change23.00% |