| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 10/31/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 31 |
| of those in investment advisory functions | 6 -25% |
| 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 S&P 500 ETF | $ Position$106,502 | % Position12.00% | $ Change58.00% | # Change46.00% |
| Stck Ticker46138E339 | Stock NameInvesco S&P 500 Momentum ETF | $ Position$75,363 | % Position8.00% | $ Change138.00% | # Change121.00% |
| Stck Ticker90214Q774 | Stock NameLeaderShares AlphaFactor US Co | $ Position$55,771 | % Position6.00% | $ Change-18.00% | # Change-22.00% |
| Stck Ticker464287465 | Stock NameISHARES MSCI EAFE ETF | $ Position$48,638 | % Position5.00% | $ Change17.00% | # Change12.00% |
| Stck Ticker78464A409 | Stock NameSPDR PORTFOLIO S&P 500 GROWT | $ Position$34,893 | % Position4.00% | $ Change20.00% | # Change9.00% |
| Stck Ticker90214Q691 | Stock NameLeaderShares AlphaFactor Tacti | $ Position$34,552 | % Position4.00% | $ Change-12.00% | # Change-16.00% |
| Stck Ticker46090E103 | Stock NameInvesco QQQ Trust Series 1 | $ Position$30,439 | % Position3.00% | $ Change3.00% | # Change-5.00% |
| Stck Ticker808524888 | Stock NameSCHWAB INTERNATIONAL SMALL CAP ETF | $ Position$18,369 | % Position2.00% | $ Change-17.00% | # Change-23.00% |
| Stck Ticker922042718 | Stock NameVANGUARD FTSE ALL WORLD EX US ETF | $ Position$18,159 | % Position2.00% | $ Change-18.00% | # Change-23.00% |
| Stck Ticker90214Q675 | Stock NameLeaderShares Dynamic Yield ETF | $ Position$11,533 | % Position1.00% | $ Change-4.00% | # Change-4.00% |