Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 04/11/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 26 13.04% |
of those in investment advisory functions | 17 30.77% |
Registration | SEC, Approved, 06/21/2002 |
|
- 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
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker78463X889 | Stock NameSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $ Position$29,682,961 | % Position6.00% | $ Change8.00% | # Change1.00% |
Stck Ticker46137V357 | Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF | $ Position$27,306,067 | % Position6.00% | $ Change | # Change |
Stck Ticker92206C409 | Stock NameVANGUARD SHORT-TERM CORPORATE BOND ETF | $ Position$25,194,398 | % Position5.00% | $ Change-2.00% | # Change-3.00% |
Stck Ticker72651A207 | Stock NamePLAINS GP HLDGS L P LTD PARTNR INT A | $ Position$16,332,866 | % Position4.00% | $ Change14.00% | # Change-2.00% |
Stck Ticker80689H102 | Stock NameSCHNEIDER NATIONAL INC CL B | $ Position$11,931,926 | % Position3.00% | $ Change-20.00% | # Change3.00% |
Stck Ticker513272104 | Stock NameLAMB WESTON HLDGS INC COM | $ Position$12,143,097 | % Position3.00% | $ Change-17.00% | # Change4.00% |
Stck Ticker00751Y106 | Stock NameADVANCE AUTO PARTS INC COM | $ Position$12,304,949 | % Position3.00% | $ Change-14.00% | # Change4.00% |
Stck Ticker500754106 | Stock NameKRAFT HEINZ CO COM | $ Position$12,371,908 | % Position3.00% | $ Change2.00% | # Change3.00% |
Stck Ticker37940X102 | Stock NameGLOBAL PMTS INC COM | $ Position$12,423,751 | % Position3.00% | $ Change-10.00% | # Change2.00% |
Stck Ticker637417106 | Stock NameNNN REIT INC COM | $ Position$13,173,304 | % Position3.00% | $ Change8.00% | # Change3.00% |