| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 10/27/1999 |
| ADV Location | MILWAUKEE, WI, United States |
| Contact Info | 414 xxxxxxx |
| Websites |
| AUM* | 496,900,624 27% |
| of that, discretionary | 488,364,912 28% |
| Number of Employees | 8 -20% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 604,502 22% |
| % High Net Worth | 74.58% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908637 | Stock NameVANGUARD INDEX FDS | $ Position$103,646,266 | % Position22.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker922908751 | Stock NameVANGUARD INDEX FDS | $ Position$52,530,956 | % Position11.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker922042775 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$45,993,528 | % Position10.00% | $ Change10.00% | # Change-1.00% |
| Stck Ticker92206C706 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$40,497,539 | % Position9.00% | $ Change7.00% | # Change8.00% |
| Stck Ticker92206C870 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$42,680,487 | % Position9.00% | $ Change7.00% | # Change7.00% |
| Stck Ticker25434V708 | Stock NameDIMENSIONAL ETF TRUST | $ Position$35,859,997 | % Position8.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker92203J407 | Stock NameVANGUARD CHARLOTTE FDS | $ Position$31,054,630 | % Position7.00% | $ Change9.00% | # Change8.00% |
| Stck Ticker25434V583 | Stock NameDIMENSIONAL ETF TRUST | $ Position$30,308,765 | % Position6.00% | $ Change10.00% | # Change9.00% |
| Stck Ticker25434V880 | Stock NameDIMENSIONAL ETF TRUST | $ Position$24,706,166 | % Position5.00% | $ Change8.00% | # Change-1.00% |
| Stck Ticker922042718 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$18,262,338 | % Position4.00% | $ Change6.00% | # Change1.00% |