| As of Date | 02/18/2026 |
| ADV Location | BURLINGTON, VT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 -20% |
| Registration | SEC, Approved, 10/25/2019 |
| AUM* | 228,645,287 27% |
| of that, discretionary | 228,645,287 28% |
| Private Fund GAV* | 0 |
| Avg Account Size | 480,347 23% |
| % High Net Worth | 38.15% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 802 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- 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 Ticker464288661 | Stock NameISHARES TR | $ Position$12,513,683 | % Position6.00% | $ Change | # Change |
| Stck Ticker92206C870 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$13,601,846 | % Position6.00% | $ Change | # Change |
| Stck Ticker47103U845 | Stock NameJANUS DETROIT STR TR | $ Position$8,317,485 | % Position4.00% | $ Change | # Change |
| Stck Ticker464288281 | Stock NameISHARES TR | $ Position$7,582,677 | % Position4.00% | $ Change | # Change |
| Stck Ticker33739P855 | Stock NameFIRST TR EXCH TRADED FD III | $ Position$7,480,181 | % Position4.00% | $ Change | # Change |
| Stck Ticker464289180 | Stock NameISHARES TR | $ Position$5,791,132 | % Position3.00% | $ Change | # Change |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$6,601,074 | % Position3.00% | $ Change | # Change |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$6,214,377 | % Position3.00% | $ Change | # Change |
| Stck Ticker78467V608 | Stock NameSSGA ACTIVE ETF TR | $ Position$6,650,542 | % Position3.00% | $ Change | # Change |
| Stck Ticker78464A698 | Stock NameSPDR SERIES TRUST | $ Position$4,011,659 | % Position2.00% | $ Change | # Change |