| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 12/19/2025 |
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| ADV Location | TROY, MI, United States |
| Contact Info | (24 xxxxxxx |
| Websites |
| AUM* | 343,192,521 |
| of that, discretionary | 343,192,521 |
| Number of Employees | 12 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 519,202 |
| % High Net Worth | 35.15% |
| 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
- Portfolio management for 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 Ticker921937819 | Stock NameVANGUARD BD INDEX FDS | $ Position$15,019,380 | % Position5.00% | $ Change33.00% | # Change34.00% |
| Stck Ticker921937827 | Stock NameVANGUARD BD INDEX FDS | $ Position$14,868,968 | % Position5.00% | $ Change6.00% | # Change6.00% |
| Stck Ticker922020805 | Stock NameVANGUARD MALVERN FDS | $ Position$13,169,605 | % Position4.00% | $ Change6.00% | # Change5.00% |
| Stck Ticker46429B655 | Stock NameISHARES TR | $ Position$11,887,605 | % Position4.00% | $ Change | # Change |
| Stck Ticker78464A508 | Stock NameSPDR SERIES TRUST | $ Position$12,145,077 | % Position4.00% | $ Change0.00% | # Change-7.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$9,002,468 | % Position3.00% | $ Change10.00% | # Change-3.00% |
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$8,817,956 | % Position3.00% | $ Change13.00% | # Change-7.00% |
| Stck Ticker872540109 | Stock NameTJX COS INC NEW | $ Position$4,493,187 | % Position2.00% | $ Change8.00% | # Change14.00% |
| Stck Ticker78467V608 | Stock NameSSGA ACTIVE ETF TR | $ Position$5,905,184 | % Position2.00% | $ Change | # Change |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$6,023,626 | % Position2.00% | $ Change-7.00% | # Change2.00% |