| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 09/13/2019 |
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| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 619 xxxxxxx |
| Websites |
| AUM* | 239,428,000 23% |
| of that, discretionary | 239,428,000 23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 496,739 27% |
| % High Net Worth | 40.82% -18% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Number of Employees 5 25%
of those in investment advisory functions 5 25%
- 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
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$17,041,668 | % Position10.00% | $ Change | # Change |
| Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$11,486,491 | % Position7.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$9,356,449 | % Position5.00% | $ Change | # Change |
| Stck Ticker464288620 | Stock NameISHARES BRD USD INV GRD CORP BD ETF | $ Position$9,060,682 | % Position5.00% | $ Change | # Change |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$8,034,710 | % Position5.00% | $ Change | # Change |
| Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$6,168,203 | % Position4.00% | $ Change | # Change |
| Stck Ticker369604301 | Stock NameGE AEROSPACE | $ Position$5,791,580 | % Position3.00% | $ Change | # Change |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$5,635,675 | % Position3.00% | $ Change | # Change |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE CO | $ Position$5,049,832 | % Position3.00% | $ Change | # Change |
| Stck Ticker09857L108 | Stock NameBOOKING HLDGS INC | $ Position$4,648,426 | % Position3.00% | $ Change | # Change |