| As of Date | 10/31/2025 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 31 -3% |
| of those in investment advisory functions | 6 |
| Registration | SEC, Approved, 09/13/2013 |
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- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD | $ Position$107,829 | % Position12.00% | $ Change1.00% | # Change-1.00% |
| Stck Ticker46138E339 | Stock NameINVESCO | $ Position$74,350 | % Position8.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker90214Q774 | Stock NameLEADERSHARES | $ Position$54,144 | % Position6.00% | $ Change-3.00% | # Change-4.00% |
| Stck Ticker464287465 | Stock NameISHARES | $ Position$45,170 | % Position5.00% | $ Change-7.00% | # Change-10.00% |
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$35,808 | % Position4.00% | $ Change3.00% | # Change1.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TRUST | $ Position$32,774 | % Position4.00% | $ Change8.00% | # Change5.00% |
| Stck Ticker90214Q691 | Stock NameLEADERSHARES | $ Position$32,322 | % Position4.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker808524888 | Stock NameSCHWAB | $ Position$16,402 | % Position2.00% | $ Change-11.00% | # Change-11.00% |
| Stck Ticker922042718 | Stock NameVANGUARD | $ Position$16,296 | % Position2.00% | $ Change-10.00% | # Change-11.00% |
| Stck Ticker90214Q675 | Stock NameLEADERSHARES | $ Position$12,252 | % Position1.00% | $ Change6.00% | # Change7.00% |