| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 08/19/2011 |
| ADV Location | REDLANDS, CA, United States |
| Contact Info | (90 xxxxxxx |
| Websites |
| AUM* | 663,058,489 0% |
| of that, discretionary | 663,058,489 0% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 314,246 -9% |
| % High Net Worth | 21.27% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- 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
- 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$18,733,624 | % Position4.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$19,622,645 | % Position4.00% | $ Change21.00% | # Change-1.00% |
| Stck Ticker78464A508 | Stock NameSPDR SERIES TRUST | $ Position$13,224,195 | % Position3.00% | $ Change7.00% | # Change-1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$8,088,091 | % Position2.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$8,015,857 | % Position2.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker78463X889 | Stock NameSPDR INDEX SHS FDS | $ Position$7,971,127 | % Position2.00% | $ Change8.00% | # Change-2.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$3,801,053 | % Position1.00% | $ Change141.00% | # Change-30.00% |
| Stck Ticker78463X509 | Stock NameSPDR INDEX SHS FDS | $ Position$2,714,474 | % Position1.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$5,608,579 | % Position1.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$3,931,141 | % Position1.00% | $ Change-7.00% | # Change2.00% |