| As of Date | 01/27/2026 |
| Registration | SEC, Approved, 10/28/1991 |
| ADV Location | FRESNO, CA, United States |
| Contact Info | 559 xxxxxxx |
| Websites |
| AUM* | 781,750,987 37% |
| of that, discretionary | 781,750,987 37% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 455,035 10% |
| % High Net Worth | 43.36% 19% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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 Ticker46138G649 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$64,560,504 | % Position18.00% | $ Change27.00% | # Change0.00% |
| Stck Ticker808524797 | Stock NameSCHWAB STRATEGIC TR | $ Position$56,722,674 | % Position15.00% | $ Change4.00% | # Change1.00% |
| Stck Ticker922908751 | Stock NameVANGUARD INDEX FDS | $ Position$39,282,335 | % Position11.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker92206C706 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$22,033,812 | % Position6.00% | $ Change4.00% | # Change5.00% |
| Stck Ticker922908553 | Stock NameVANGUARD INDEX FDS | $ Position$23,697,129 | % Position6.00% | $ Change1.00% | # Change-7.00% |
| Stck Ticker92206C409 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$17,766,553 | % Position5.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker921937835 | Stock NameVANGUARD BD INDEX FDS | $ Position$16,438,488 | % Position4.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker922908629 | Stock NameVANGUARD INDEX FDS | $ Position$15,844,235 | % Position4.00% | $ Change13.00% | # Change304.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$10,020,734 | % Position3.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker464287572 | Stock NameISHARES TR | $ Position$6,635,315 | % Position2.00% | $ Change23.00% | # Change9.00% |