Adviser Profile
| As of Date | 05/04/2026 |
| Registration | Illinois, Approved, 08/06/2026 |
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| Former registrations | |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 4,783,912 |
| of that, discretionary | 4,783,912 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 956,782 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Portfolio management for businesses
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46137V357 | Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF | $ Position$8,544,072 | % Position13.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker74348A467 | Stock NamePROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $ Position$5,073,146 | % Position8.00% | $ Change4.00% | # Change3.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF TR TR UNIT | $ Position$3,692,394 | % Position6.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker46641Q837 | Stock NameJPMORGAN ULTRA-SHORT INCOME ETF | $ Position$3,326,900 | % Position5.00% | $ Change80.00% | # Change80.00% |
| Stck Ticker92206C409 | Stock NameVANGUARD SHORT-TERM CORPORATE BOND ETF | $ Position$3,030,856 | % Position5.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker25434V203 | Stock NameDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $ Position$2,949,028 | % Position4.00% | $ Change18.00% | # Change13.00% |
| Stck Ticker464287168 | Stock NameISHARES SELECT DIVIDEND ETF | $ Position$1,991,627 | % Position3.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker464288687 | Stock NameISHARES PREFERRED & INCOME SECURITIES ETF | $ Position$2,181,798 | % Position3.00% | $ Change-36.00% | # Change-35.00% |
| Stck Ticker302301106 | Stock NameEZCORP INC CL A NON VTG | $ Position$1,014,248 | % Position2.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker025072364 | Stock NameAVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $ Position$1,209,345 | % Position2.00% | $ Change4.00% | # Change-2.00% |