| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/05/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 16.67% |
| of those in investment advisory functions | 5 -16.67% |
| Registration | SEC, Approved, 10/19/2005 |
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker25434V708 | Stock NameDIMENSIONAL ETF TRUST | $ Position$128,258,673 | % Position9.00% | $ Change-8.00% | # Change-4.00% |
| Stck Ticker85207H104 | Stock NameSPROTT PHYSICAL GOLD TR | $ Position$120,939,728 | % Position9.00% | $ Change13.00% | # Change-6.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$92,538,239 | % Position7.00% | $ Change-13.00% | # Change-1.00% |
| Stck Ticker25434V500 | Stock NameDIMENSIONAL ETF TRUST | $ Position$64,280,792 | % Position5.00% | $ Change-7.00% | # Change1.00% |
| Stck Ticker25434V609 | Stock NameDIMENSIONAL ETF TRUST | $ Position$55,891,695 | % Position4.00% | $ Change-9.00% | # Change-2.00% |
| Stck Ticker25434V401 | Stock NameDIMENSIONAL ETF TRUST | $ Position$58,654,200 | % Position4.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker25434V724 | Stock NameDIMENSIONAL ETF TRUST | $ Position$54,023,102 | % Position4.00% | $ Change-1.00% | # Change-2.00% |
| Stck Ticker25434V880 | Stock NameDIMENSIONAL ETF TRUST | $ Position$62,479,122 | % Position4.00% | $ Change-5.00% | # Change-10.00% |
| Stck Ticker25434V807 | Stock NameDIMENSIONAL ETF TRUST | $ Position$49,349,916 | % Position3.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker53656F417 | Stock NameLISTED FD TR | $ Position$38,322,045 | % Position3.00% | $ Change-11.00% | # Change-9.00% |