Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 02/29/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 5 -28.57% |
of those in investment advisory functions | 3 -40.00% |
Registration | California, Cancelled, 01/06/2006 |
|
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$70,789,392 | % Position10.00% | $ Change2.00% | # Change0.00% |
Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$30,458,325 | % Position4.00% | $ Change-1.00% | # Change0.00% |
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$23,523,727 | % Position3.00% | $ Change-3.00% | # Change-1.00% |
Stck Ticker921946406 | Stock NameVANGUARD WHITEHALL FDS | $ Position$18,805,384 | % Position3.00% | $ Change-1.00% | # Change-1.00% |
Stck Ticker92204A702 | Stock NameVANGUARD WORLD FD | $ Position$21,480,703 | % Position3.00% | $ Change4.00% | # Change-2.00% |
Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$16,524,388 | % Position2.00% | $ Change9.00% | # Change6.00% |
Stck Ticker381430529 | Stock NameGOLDMAN SACHS ETF TR | $ Position$11,581,529 | % Position2.00% | $ Change2.00% | # Change3.00% |
Stck Ticker381430107 | Stock NameGOLDMAN SACHS ETF TR | $ Position$11,635,854 | % Position2.00% | $ Change-6.00% | # Change2.00% |
Stck Ticker47804J206 | Stock NameJOHN HANCOCK EXCHANGE TRADED | $ Position$12,577,498 | % Position2.00% | $ Change-1.00% | # Change0.00% |
Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO. | $ Position$12,433,759 | % Position2.00% | $ Change13.00% | # Change0.00% |