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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 17 6.25%
of those in investment advisory functions 7 -12.50%
Registration SEC, Approved, 01/22/2009
AUM* 2,622,930,742 26.14%
of that, discretionary 2,489,128,347 28.10%
Private Fund GAV* 0
Avg Account Size 2,224,708 4.75%
% High Net Worth 77.37% 0.06%
SMA’s Yes
Private Funds 0
Contact Info 724 xxxxxxx
Websites

Client Types

- 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 968M 645M 323M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908769 Stock NameVANGUARD TOTAL STOCK MARKET ETF $ Position$243,229,538 % Position51.00% $ Change24983.00% # Change26357.00%
Stck Ticker922908553 Stock NameVANGUARD REAL ESTATE ETF $ Position$111,245,807 % Position23.00% $ Change118161.00% # Change116253.00%
Stck Ticker084670108 Stock NameBERKSHIRE HATHAWAY INC DEL CL A $ Position$16,767,274 % Position4.00% $ Change17.00% # Change0.00%
Stck Ticker25434V716 Stock NameDIMENSIONAL US SUSTAINABILITY CORE 1 ETF $ Position$13,993,366 % Position3.00% $ Change-8.00% # Change-3.00%
Stck Ticker02072L532 Stock NameBRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF $ Position$10,995,439 % Position2.00% $ Change5458.00% # Change6090.00%
Stck Ticker922908637 Stock NameVANGUARD LARGE-CAP ETF $ Position$9,848,619 % Position2.00% $ Change-4.00% # Change0.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL CL B NEW $ Position$3,513,963 % Position1.00% $ Change273.00% # Change217.00%
Stck Ticker921908844 Stock NameVANGUARD DIVIDEND APPRECIATION ETF $ Position$5,345,782 % Position1.00% $ Change-6.00% # Change-5.00%
Stck Ticker25434V609 Stock NameDIMENSIONAL U.S. TARGETED VALUE ETF $ Position$5,000,863 % Position1.00% $ Change-8.00% # Change0.00%
Stck Ticker264147109 Stock NameDUCOMMUN INC DEL COM $ Position$6,164,469 % Position1.00% $ Change-9.00% # Change0.00%

Brochure Summary