| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/18/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 16 14.29% |
| of those in investment advisory functions | 9 |
| Registration | SEC, Approved, 07/09/1999 |
- 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
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$64,498,161 | % Position9.00% | $ Change-3.00% | # Change1.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$54,319,490 | % Position8.00% | $ Change8.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$51,602,474 | % Position7.00% | $ Change-9.00% | # Change3.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$33,500,902 | % Position5.00% | $ Change17.00% | # Change29.00% |
| Stck Ticker922908595 | Stock NameVANGUARD INDEX FDS | $ Position$24,885,451 | % Position4.00% | $ Change-14.00% | # Change-4.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$23,968,167 | % Position3.00% | $ Change9.00% | # Change6.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$23,117,413 | % Position3.00% | $ Change-9.00% | # Change3.00% |
| Stck Ticker464285204 | Stock NameISHARES GOLD TR | $ Position$21,842,263 | % Position3.00% | $ Change21.00% | # Change1.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$19,577,605 | % Position3.00% | $ Change-18.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$19,479,390 | % Position3.00% | $ Change-9.00% | # Change5.00% |