Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 08/08/2025 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - Related adviser |
|
Number of Employees | 28 64.71% |
of those in investment advisory functions | 8 |
Registration | SEC, Approved, 06/06/2014 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$100,490,013 | % Position1.00% | $ Change56.00% | # Change7.00% |
Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$62,086,297 | % Position1.00% | $ Change8.00% | # Change-1.00% |
Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$101,994,710 | % Position1.00% | $ Change6.00% | # Change-6.00% |
Stck Ticker166764100 | Stock NameCHEVRON CORP NEW | $ Position$60,076,796 | % Position1.00% | $ Change-18.00% | # Change-4.00% |
Stck Ticker30231G102 | Stock NameEXXON MOBIL CORP | $ Position$71,520,665 | % Position1.00% | $ Change-16.00% | # Change-7.00% |
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$62,385,837 | % Position1.00% | $ Change-5.00% | # Change3.00% |
Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$48,443,282 | % Position1.00% | $ Change80.00% | # Change9.00% |
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$79,485,123 | % Position1.00% | $ Change41.00% | # Change7.00% |
Stck Ticker025072802 | Stock NameAMERICAN CENTY ETF TR | $ Position$52,141,663 | % Position1.00% | $ Change5.00% | # Change-8.00% |
Stck Ticker025072877 | Stock NameAMERICAN CENTY ETF TR | $ Position$102,861,557 | % Position1.00% | $ Change17.00% | # Change12.00% |