| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 01/29/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 -11.11% |
| of those in investment advisory functions | 3 |
| Registration | SEC, Approved, 05/26/1998 |
- 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
- Portfolio management for individuals and/or small 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 Ticker464287200 | Stock NameIshares TRUST S&P 500 | $ Position$245,905,626 | % Position19.00% | $ Change-6.00% | # Change-1.00% |
| Stck Ticker46137V357 | Stock NameInvesco S&P 500 Eql Wgt | $ Position$230,548,624 | % Position18.00% | $ Change-2.00% | # Change-1.00% |
| Stck Ticker464287655 | Stock NameIshares Russell 2000 | $ Position$141,675,111 | % Position11.00% | $ Change-10.00% | # Change-1.00% |
| Stck Ticker46429B663 | Stock NameIshares Msci ETF High Dividend Equity Fund | $ Position$55,470,574 | % Position4.00% | $ Change6.00% | # Change-1.00% |
| Stck Ticker464287465 | Stock NameIshares Tr MSCI EAFE Fd | $ Position$40,920,192 | % Position3.00% | $ Change7.00% | # Change-1.00% |
| Stck Ticker46432F842 | Stock NameIshares Core Msci Eafe | $ Position$42,808,902 | % Position3.00% | $ Change9.00% | # Change1.00% |
| Stck Ticker46436E387 | Stock NameiShares iBonds 2028 Term High Yield and Income ETF | $ Position$19,532,108 | % Position2.00% | $ Change95.00% | # Change95.00% |
| Stck Ticker921943858 | Stock NameVanguard Europe Pac Etf | $ Position$20,327,853 | % Position2.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker464287168 | Stock NameIshares Tr Dow Jones Select Divid Index | $ Position$31,042,067 | % Position2.00% | $ Change1.00% | # Change-1.00% |
| Stck Ticker464287697 | Stock NameIshares Tr Dj US Utils | $ Position$11,544,381 | % Position1.00% | $ Change6.00% | # Change0.00% |