| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 05/15/2015 |
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| ADV Location | EL SEGUNDO, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 366,363,877 22% |
| of that, discretionary | 366,363,877 22% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 772,920 10% |
| % High Net Worth | 48.15% 10% |
| 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
- Pension consulting services
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker97717Y527 | Stock NameWISDOMTREE TR | $ Position$21,338,683 | % Position7.00% | $ Change44.00% | # Change44.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$16,610,725 | % Position5.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker81369Y704 | Stock NameSELECT SECTOR SPDR TR | $ Position$11,469,626 | % Position4.00% | $ Change9.00% | # Change-4.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$9,006,833 | % Position3.00% | $ Change39.00% | # Change-3.00% |
| Stck Ticker46641Q837 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$10,618,133 | % Position3.00% | $ Change49.00% | # Change49.00% |
| Stck Ticker922908512 | Stock NameVANGUARD INDEX FDS | $ Position$8,630,575 | % Position3.00% | $ Change1.00% | # Change-6.00% |
| Stck Ticker464287523 | Stock NameISHARES TR | $ Position$8,346,540 | % Position3.00% | $ Change70.00% | # Change-13.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$8,758,171 | % Position3.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker81369Y605 | Stock NameSELECT SECTOR SPDR TR | $ Position$8,558,461 | % Position3.00% | $ Change13.00% | # Change4.00% |
| Stck Ticker92206C409 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$9,979,908 | % Position3.00% | $ Change13.00% | # Change13.00% |