| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/29/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 32 3.23% |
| of those in investment advisory functions | 6 -25.00% |
| Registration | California, Terminated, 10/17/2013 |
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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
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287655 | Stock NameISHARES RUSSELL 2000 ETF | $ Position$142,774 | % Position13.00% | $ Change | # Change |
| Stck Ticker90214Q774 | Stock NameTWO RDS SHARED TR LDRSHS ALPFACT | $ Position$77,086 | % Position7.00% | $ Change19.00% | # Change9.00% |
| Stck Ticker90214Q691 | Stock NameTWO RDS SHARED TR LEASERSHS ALPHAF | $ Position$51,831 | % Position5.00% | $ Change-4.00% | # Change-12.00% |
| Stck Ticker90214Q683 | Stock NameTWO RDS SHARED TR LEADERSHARES EQT | $ Position$50,598 | % Position4.00% | $ Change-21.00% | # Change-24.00% |
| Stck Ticker90214Q717 | Stock NameTWO RDS SHARED TR LEADERSHS ACTIVI | $ Position$38,517 | % Position3.00% | $ Change-9.00% | # Change-14.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FUNDS S&P 500 ETF USD | $ Position$33,383 | % Position3.00% | $ Change72.00% | # Change63.00% |
| Stck Ticker90214Q675 | Stock NameTWO RDS SHARED TRUST LEADERSHARES DYNAMIC YIELD ETF | $ Position$19,459 | % Position2.00% | $ Change-5.00% | # Change-6.00% |
| Stck Ticker78464A201 | Stock NameSPDR S&P 600 SMALL CAP GROWT | $ Position$16,963 | % Position2.00% | $ Change-17.00% | # Change-23.00% |
| Stck Ticker922042858 | Stock NameVANGUARD FTSE EMERGING MARKE | $ Position$27,442 | % Position2.00% | $ Change-13.00% | # Change-23.00% |
| Stck Ticker922042718 | Stock NameVANGUARD FTSE ALL WORLD EX US ETF | $ Position$8,688 | % Position1.00% | $ Change11.00% | # Change4.00% |