| AUM* | 1,086,887,166 31% |
| of that, discretionary | 957,862,399 31% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,244,439 22% |
| % High Net Worth | 45.97% 10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker25434V807 | Stock NameDIMENSIONAL ETF TRUST | $ Position$66,642,442 | % Position27.00% | $ Change2.00% | # Change-1.00% |
| Stck Ticker25434V500 | Stock NameDIMENSIONAL ETF TRUST | $ Position$45,589,821 | % Position18.00% | $ Change15.00% | # Change-1.00% |
| Stck Ticker25434V724 | Stock NameDIMENSIONAL ETF TRUST | $ Position$41,025,578 | % Position17.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker25434V401 | Stock NameDIMENSIONAL ETF TRUST | $ Position$35,155,783 | % Position14.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$8,045,731 | % Position3.00% | $ Change19.00% | # Change4.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$8,088,930 | % Position3.00% | $ Change16.00% | # Change300.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,664,075 | % Position2.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker084670108 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$3,744,250 | % Position2.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker464287598 | Stock NameISHARES TR | $ Position$4,589,200 | % Position2.00% | $ Change13.00% | # Change0.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$1,926,510 | % Position1.00% | $ Change149.00% | # Change-27.00% |