| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/28/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 14 16.67% |
| of those in investment advisory functions | 14 16.67% |
| Registration | SEC, Approved, 03/22/2017 |
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- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$124,075,336 | % Position24.00% | $ Change26.00% | # Change8.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$125,587,919 | % Position24.00% | $ Change4.00% | # Change-3.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$82,488,194 | % Position16.00% | $ Change116.00% | # Change99.00% |
| Stck Ticker00162Q205 | Stock NameALPS ETF TR | $ Position$40,992,583 | % Position8.00% | $ Change-6.00% | # Change-13.00% |
| Stck Ticker41653L305 | Stock NameHARTFORD FDS EXCHANGE TRADED | $ Position$37,369,347 | % Position7.00% | $ Change13.00% | # Change12.00% |
| Stck Ticker922908751 | Stock NameVANGUARD INDEX FDS | $ Position$33,632,142 | % Position6.00% | $ Change-7.00% | # Change-17.00% |
| Stck Ticker46641Q332 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$13,247,210 | % Position3.00% | $ Change4.00% | # Change1.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$8,553,850 | % Position2.00% | $ Change13.00% | # Change3.00% |
| Stck Ticker46654Q203 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$9,545,736 | % Position2.00% | $ Change4.00% | # Change-2.00% |
| Stck Ticker921946794 | Stock NameVANGUARD WHITEHALL FDS | $ Position$2,675,803 | % Position1.00% | $ Change0.00% | # Change-6.00% |