| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 03/10/2004 |
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| ADV Location | CHARLOTTESVILLE, VA, United States |
| Contact Info | 434 xxxxxxx |
| Websites |
| AUM* | 686,035,648 14% |
| of that, discretionary | 660,898,118 15% |
| Number of Employees | 16 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 352,355 16% |
| % High Net Worth | 50.55% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908512 | Stock NameVANGUARD MID CAP VALUE ETF | $ Position$42,822,793 | % Position7.00% | $ Change7.00% | # Change-1.00% |
| Stck Ticker19762B202 | Stock NameCOLUMBIA EMRG MKTS CORE EX-CHINA ETF | $ Position$41,866,784 | % Position7.00% | $ Change17.00% | # Change-6.00% |
| Stck Ticker92204A702 | Stock NameVANGUARD INFO TECHNOLOGY ETF | $ Position$34,823,366 | % Position6.00% | $ Change21.00% | # Change627.00% |
| Stck Ticker922908611 | Stock NameVANGUARD SMALL CAP VALUE ETF | $ Position$35,878,428 | % Position6.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker92203J407 | Stock NameVANGUARD TOTAL INTERNATIONAL BOND ETF | $ Position$30,753,622 | % Position5.00% | $ Change4.00% | # Change4.00% |
| Stck Ticker922020805 | Stock NameVANGUARD SHORT INFLATION-PROTECTED ETF | $ Position$33,038,087 | % Position5.00% | $ Change1.00% | # Change2.00% |
| Stck Ticker921946885 | Stock NameVANGUARD EMERGING MARKET GOVT BOND ETF | $ Position$17,592,567 | % Position3.00% | $ Change9.00% | # Change7.00% |
| Stck Ticker92204A504 | Stock NameVANGUARD HEALTH CARE ETF | $ Position$15,222,805 | % Position3.00% | $ Change4.00% | # Change-5.00% |
| Stck Ticker78468R812 | Stock NameSPDR USA STRATEGIC FACTORS | $ Position$15,914,802 | % Position3.00% | $ Change38.00% | # Change27.00% |
| Stck Ticker922042858 | Stock NameVANGUARD FTSE EMERGING MARKET ETF | $ Position$19,993,056 | % Position3.00% | $ Change12.00% | # Change3.00% |