Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/27/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 8 |
of those in investment advisory functions | 3 -25.00% |
Registration | SEC, Approved, 3/18/1996 |
- 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
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker922908363 | Stock NameVanguard S&P 500 ETF | $ Position$130,060 | % Position19.00% | $ Change4.00% | # Change0.00% |
Stck Ticker808524805 | Stock NameSchwab International Equity ETF | $ Position$42,672 | % Position6.00% | $ Change0.00% | # Change2.00% |
Stck Ticker92206C706 | Stock NameVanguard Intermediate-Term Treasury Index | $ Position$36,209 | % Position5.00% | $ Change6.00% | # Change7.00% |
Stck Ticker921946406 | Stock NameVanguard High Dividend Yield Index Fund | $ Position$33,141 | % Position5.00% | $ Change-2.00% | # Change0.00% |
Stck Ticker92206C102 | Stock NameVanguard Short-Term Treasury Index | $ Position$31,870 | % Position5.00% | $ Change3.00% | # Change3.00% |
Stck Ticker464287804 | Stock NameiShares Core S&P Small-Cap ETF | $ Position$36,268 | % Position5.00% | $ Change-2.00% | # Change1.00% |
Stck Ticker46436E718 | Stock NameiShares 0-3 Month Treasury Bond ETF | $ Position$25,476 | % Position4.00% | $ Change29.00% | # Change29.00% |
Stck Ticker025072349 | Stock NameAvantis US Large Cap Value ETF | $ Position$28,980 | % Position4.00% | $ Change-1.00% | # Change1.00% |
Stck Ticker46432F842 | Stock NameiShares Core MSCI EAFE ETF | $ Position$25,956 | % Position4.00% | $ Change-1.00% | # Change1.00% |
Stck Ticker808524755 | Stock NameSchwab Fundamental International Large Cap | $ Position$19,433 | % Position3.00% | $ Change0.00% | # Change2.00% |