| As of Date | 02/17/2026 |
| Registration | SEC, Approved, 02/25/2015 |
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| ADV Location | TEMPE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 439,606,710 25% |
| of that, discretionary | 439,606,710 25% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 687,960 9% |
| % High Net Worth | 30.77% -16% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker81369Y704 | Stock NameSELECT SECTOR SPDR TR | $ Position$39,620,617 | % Position12.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$39,769,152 | % Position12.00% | $ Change37.00% | # Change-5.00% |
| Stck Ticker81369Y209 | Stock NameSELECT SECTOR SPDR TR | $ Position$28,814,018 | % Position9.00% | $ Change12.00% | # Change4.00% |
| Stck Ticker72201R577 | Stock NamePIMCO ETF TR | $ Position$26,608,852 | % Position8.00% | $ Change44.00% | # Change44.00% |
| Stck Ticker72201R874 | Stock NamePIMCO ETF TR | $ Position$21,441,293 | % Position7.00% | $ Change2.00% | # Change1.00% |
| Stck Ticker81369Y407 | Stock NameSELECT SECTOR SPDR TR | $ Position$23,416,767 | % Position7.00% | $ Change11.00% | # Change3.00% |
| Stck Ticker464288521 | Stock NameISHARES TR | $ Position$15,054,133 | % Position5.00% | $ Change14.00% | # Change1.00% |
| Stck Ticker81369Y308 | Stock NameSELECT SECTOR SPDR TR | $ Position$16,730,929 | % Position5.00% | $ Change5.00% | # Change4.00% |
| Stck Ticker81369Y100 | Stock NameSELECT SECTOR SPDR TR | $ Position$13,905,918 | % Position4.00% | $ Change10.00% | # Change8.00% |
| Stck Ticker81369Y886 | Stock NameSELECT SECTOR SPDR TR | $ Position$13,972,628 | % Position4.00% | $ Change2.00% | # Change3.00% |