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Overview

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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Core MSCI Emerging Markets ETF $40,012,000
SPDR S&P China ETF $25,275,000
Vanguard Total Stock Market Index Fund $18,193,000
iShares Dow Jones US ETF $14,678,000
Vanguard Mega Cap Value Index Fund $10,937,000
Vanguard Tax-Managed International Fund $10,926,000
Vanguard Value Index Fund $7,350,000
iShares Core S&P 500 ETF $6,158,000
Vanguard Small-Cap Value Index Fund $5,967,000
iShares MSCI EAFE Small-Cap ETF $3,563,000
Schwab US Broad Market ETF $3,350,000
Vanguard Emerging Markets Stock Index Fund $3,164,000
Vanguard Small-Cap Index Fund $2,822,000
SPDR S&P 500 ETF Trust $2,614,000
iShares MSCI EAFE Value ETF $2,445,000
Vanguard FTSE All-World ex US Index Fund $2,165,000
iShares S&P Small-Cap 600 Value ETF $1,499,000
iShares Russell 1000 Value ETF $1,296,000
Schwab International Equity ETF $1,138,000
Schwab International Small-Cap Equity ETF $1,112,000
iShares MSCI EAFE ETF $1,049,000
iShares Core S&P Small-Cap ETF $965,000
iShares S&P 500 Value ETF $917,000
ProShares UltraPro QQQ $843,000
WisdomTree India Earnings Fund $748,000
Schwab US Large-Cap Value ETF $742,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $666,000
Vanguard Mega Cap Index Fund $544,000
iShares Russell 2000 ETF $543,000
Schwab US Small-Cap ETF $461,000
iShares Russell 1000 Growth ETF $455,000
iShares Core S&P Mid-Cap ETF $388,000
iShares MSCI Emerging Markets ETF $379,000
iShares S&P 500 Growth ETF $360,000
iShares China Large-Cap ETF $347,000
Schwab Emerging Markets Equity ETF $341,000
iShares Russell 2000 Value ETF $337,000
iShares Russell 3000 ETF $254,000
Vanguard Dividend Appreciation Index Fund $241,000
Guggenheim S&P 500 Top 50 ETF $217,000
FlexShares Quality Dividend Index Fund $208,000

    Assets

    Assets

    Last updated on Sept. 13, 2019
      • $6.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 5K
        Accounts
      • $1.2M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    78

    name start date
    Brian Jay Knabe
    January 2008
    Stacy Renea Roggensack
    November 2013
    Jacob Daniel Vaiden
    October 2015
    Jonathan Jordan Fuller
    August 2018
    Christopher N Ruedi
    November 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Savant Tax & Consulting -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Douglas David Moffitt Chief Advisory And Development Officer July, 2018 less than 5%
        Kevin Michael Hrdlicka Chief Operating Officer, Member And Chief Compliance Officer - C Shares March, 2017 less than 5%
        Michael Thomas Cyrs Director Of Wealth Advisory, Member - B & C Shares March, 2017 less than 5%
        Patrick C Beaird Manager, Member - D Shares September, 2016 less than 5%
        Ellen Kay Poppen Secretary, Member - D Shares November, 2015 less than 5%
        Lavonne Lynn Brown Chief Communications & Culture Officer, Member - C Shares October, 2016 less than 5%
        Richard Allen Bennett Executive Vice President, Financial Advisor, Member - E Shares June, 1998 less than 5%
        David Floyd Barton Chief Wealth Management Officer, Member - B & C Shares January, 2016 less than 5%
        Timothy Brian Rogowski Chief Platform Officer, Member - B Shares March, 2015 less than 5%
        Richard Keith Taylor Manager September, 2016 less than 5%
        Brent Raymond Brodeski Chief Executive Officer, Manager January, 1995 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees