| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 01/15/2010 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 737 xxxxxxx |
| Websites |
| AUM* | 5,430,907,207 265% |
| of that, discretionary | 5,400,980,805 269% |
| Number of Employees | 64 237% |
| of those in investment advisory functions | 47 176% |
| Private Fund GAV* | 0 |
| Avg Account Size | 512,543 9% |
| % High Net Worth | 38.55% -23% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- 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 Ticker037833100 | Stock NameAPPLE INC | $ Position$241,966,004 | % Position5.00% | $ Change | # Change |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$218,057,928 | % Position4.00% | $ Change | # Change |
| Stck Ticker46432F339 | Stock NameISHARES TR | $ Position$229,715,949 | % Position4.00% | $ Change | # Change |
| Stck Ticker808524805 | Stock NameSCHWAB STRATEGIC TR | $ Position$130,927,049 | % Position3.00% | $ Change | # Change |
| Stck Ticker97717X669 | Stock NameWISDOMTREE TR | $ Position$104,111,755 | % Position2.00% | $ Change | # Change |
| Stck Ticker72201R585 | Stock NamePIMCO ETF TR | $ Position$96,512,643 | % Position2.00% | $ Change | # Change |
| Stck Ticker46434V621 | Stock NameISHARES TR | $ Position$100,578,527 | % Position2.00% | $ Change | # Change |
| Stck Ticker464287101 | Stock NameISHARES TR | $ Position$110,310,830 | % Position2.00% | $ Change | # Change |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$129,612,568 | % Position2.00% | $ Change | # Change |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$103,124,467 | % Position2.00% | $ Change | # Change |