Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
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 |
- 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
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
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% |