| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 10/19/2004 |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | 240 xxxxxxx |
| AUM* | 405,718,205 10% |
| of that, discretionary | 405,718,205 10% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 586,298 4% |
| % High Net Worth | 56.17% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameiShares Core S&P 500 ETF | $ Position$61,491,358 | % Position26.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker464287465 | Stock NameiShares MSCI EAFE ETF | $ Position$59,340,203 | % Position25.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker882508104 | Stock NameTexas Instrs Inc | $ Position$7,585,882 | % Position3.00% | $ Change53.00% | # Change0.00% |
| Stck Ticker91324P102 | Stock NameUnitedHealth Group Inc | $ Position$3,670,429 | % Position2.00% | $ Change53.00% | # Change-1.00% |
| Stck Ticker92343V104 | Stock NameVerizon Communications Inc | $ Position$4,901,405 | % Position2.00% | $ Change-17.00% | # Change-1.00% |
| Stck Ticker478160104 | Stock NameJohnson & Johnson | $ Position$3,717,867 | % Position2.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker548661107 | Stock NameLowes Cos Inc | $ Position$4,136,392 | % Position2.00% | $ Change-6.00% | # Change1.00% |
| Stck Ticker58933Y105 | Stock NameMerck & Co Inc | $ Position$5,801,004 | % Position2.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker704326107 | Stock NamePaychex Inc | $ Position$4,228,878 | % Position2.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker742718109 | Stock NameProcter & Gamble Co | $ Position$4,960,538 | % Position2.00% | $ Change1.00% | # Change0.00% |