| 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 | Colorado, Terminated, 04/14/2017 |
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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 Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$120,292,511 | % Position26.00% | $ Change11.00% | # Change17.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$98,109,263 | % Position21.00% | $ Change-6.00% | # Change5.00% |
| Stck Ticker00162Q205 | Stock NameALPS ETF TR | $ Position$43,695,161 | % Position9.00% | $ Change | # Change |
| Stck Ticker922908751 | Stock NameVANGUARD INDEX FDS | $ Position$36,257,007 | % Position8.00% | $ Change-5.00% | # Change10.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$38,112,756 | % Position8.00% | $ Change34.00% | # Change24.00% |
| Stck Ticker41653L305 | Stock NameHARTFORD FDS EXCHANGE TRADED | $ Position$33,074,907 | % Position7.00% | $ Change-1.00% | # Change-2.00% |
| Stck Ticker921932885 | Stock NameVANGUARD ADMIRAL FDS INC | $ Position$29,217,467 | % Position6.00% | $ Change-24.00% | # Change-13.00% |
| Stck Ticker46641Q332 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$12,688,920 | % Position3.00% | $ Change10.00% | # Change17.00% |
| Stck Ticker46654Q203 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$9,183,825 | % Position2.00% | $ Change9.00% | # Change24.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$7,558,238 | % Position2.00% | $ Change-20.00% | # Change-22.00% |