| As of Date | 01/23/2026 |
| Registration | SEC, Approved, 05/31/2000 |
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| ADV Location | EXCELSIOR, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 241,994,381 33% |
| of that, discretionary | 241,994,381 33% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 742,314 21% |
| % High Net Worth | 66.06% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- 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 Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$60,248,607 | % Position29.00% | $ Change3.00% | # Change-2.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$27,732,112 | % Position13.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker922042742 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$24,454,980 | % Position12.00% | $ Change13.00% | # Change0.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$15,771,209 | % Position8.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker921909768 | Stock NameVANGUARD STAR FDS | $ Position$11,840,926 | % Position6.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker921937835 | Stock NameVANGUARD BD INDEX FDS | $ Position$9,077,069 | % Position4.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker084670108 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$5,241,950 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker025072232 | Stock NameAMERICAN CENTY ETF TR | $ Position$6,394,012 | % Position3.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$3,299,739 | % Position2.00% | $ Change23.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$3,400,032 | % Position2.00% | $ Change14.00% | # Change0.00% |