| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 12/09/1992 |
| ADV Location | REDWOOD CITY, CA, United States |
| Contact Info | (65 xxxxxxx |
| Websites |
| AUM* | 269,926,419 25% |
| of that, discretionary | 269,926,419 25% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 368,752 12% |
| % High Net Worth | 27.46% 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- 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 Ticker46436E718 | Stock NameISHARES 0-3 MONTH TREASURY BOND ETF | $ Position$19,139,524 | % Position15.00% | $ Change-3.00% | # Change-3.00% |
| Stck Ticker808524300 | Stock NameSCHWAB U.S. LARGE-CAP GROWTH ETF | $ Position$10,928,532 | % Position9.00% | $ Change13.00% | # Change-3.00% |
| Stck Ticker921937835 | Stock NameVANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $ Position$5,773,460 | % Position5.00% | $ Change-28.00% | # Change-28.00% |
| Stck Ticker922908744 | Stock NameVANGUARD VALUE INDEX FUND ETF SHARES | $ Position$6,787,054 | % Position5.00% | $ Change15.00% | # Change4.00% |
| Stck Ticker922908736 | Stock NameVANGUARD GROWTH INDEX FUND ETF SHARES | $ Position$5,481,837 | % Position4.00% | $ Change6179.00% | # Change31720.00% |
| Stck Ticker921937819 | Stock NameVANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $ Position$5,229,779 | % Position4.00% | $ Change-12.00% | # Change-11.00% |
| Stck Ticker14020W106 | Stock NameCAPITAL GROUP DIVIDEND VALUE ETF | $ Position$5,388,297 | % Position4.00% | $ Change12.00% | # Change-3.00% |
| Stck Ticker808524805 | Stock NameSCHWAB INTERNATIONAL EQUITY ETF | $ Position$3,703,759 | % Position3.00% | $ Change352.00% | # Change304.00% |
| Stck Ticker921908844 | Stock NameVANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $ Position$3,424,488 | % Position3.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$3,290,951 | % Position3.00% | $ Change-3.00% | # Change-15.00% |