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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
Vanguard Value Index Fund $37,261,000
Vanguard Growth Index Fund $36,311,000
Vanguard European Stock Index Fund $20,065,000
Vanguard Total Bond Market Index Fund $16,785,000
Vanguard Pacific Stock Index Fund $15,665,000
Vanguard Emerging Markets Stock Index Fund $13,266,000
iShares TIPS Bond ETF $10,467,000
Vanguard Tax-Managed International Fund $9,414,000
Vanguard REIT Index Fund $7,354,000
Vanguard Total Stock Market Index Fund $7,071,000
Vanguard Intermediate-Term Corporate Bond Index Fund $6,758,000
Vanguard Small-Cap Index Fund $5,807,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $5,767,000
Vanguard Small-Cap Value Index Fund $5,279,000
iShares National Muni Bond ETF $4,955,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $4,820,000
Vanguard Total International Bond Index Fund $4,805,000
Vanguard Small-Cap Growth Index Fund $4,483,000
Schwab Emerging Markets Equity ETF $3,454,000
iShares Russell 1000 Growth ETF $3,309,000
iShares International Treasury Bond ETF $2,580,000
Schwab International Equity ETF $2,578,000
Vanguard Emerging Markets Government Bond Index Fund $2,556,000
Vanguard FTSE All-World ex US Index Fund $2,318,000
iShares Core US Aggregate Bond ETF $1,994,000
iShares Russell 1000 Value ETF $1,876,000
iShares US Real Estate ETF $1,685,000
Vanguard Large-Cap Index Fund $1,542,000
iShares MSCI China ETF $1,445,000
iShares MSCI EAFE ETF $1,435,000
iPath Exchange Traded Notes MSCI India Index Notes Series A $1,324,000
iShares China Large-Cap ETF $1,283,000
ProShares UltraPro QQQ $1,209,000
iShares Russell 2000 Growth ETF $1,192,000
SPDR Bloomberg Barclays International Treasury Bond ETF $1,038,000
iShares MSCI Emerging Markets ETF $781,000
iShares MSCI Eurozone ETF $725,000
Vanguard Short-Term Inflation-Protected Securities Index Fund $708,000
iShares MSCI India ETF $675,000
Schwab US Large-Cap Value ETF $668,000
iShares Core MSCI Emerging Markets ETF $667,000
iShares Select Dividend ETF $654,000
iShares Russell 2000 Value ETF $586,000
Schwab US TIPS ETF $574,000
IQ Hedge Multi-Strategy Tracker ETF $558,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $556,000
Vanguard Short-Term Bond Index Fund $491,000
SPDR Bloomberg Barclays Intermediate Term Corporate Bond ETF $483,000
Vanguard Financials Index Fund $452,000
iShares Floating Rate Bond ETF $428,000
iShares MSCI Canada ETF $384,000
SPDR S&P 500 ETF Trust $333,000
Vanguard Total World Stock Index Fund $306,000
Financial Select Sector SPDR Fund $275,000
WisdomTree Emerging Markets Local Debt Fund $264,000
SPDR S&P Dividend ETF $260,000
iShares Russell 1000 ETF $259,000
Schwab US Small-Cap ETF $248,000
Vanguard Mortgage-Backed Securities Index Fund $243,000
WisdomTree Europe Hedged Equity Fund $222,000
iShares Currency Hedged MSCI EAFE ETF $210,000
iShares Gold Trust $192,000
iShares MSCI Japan ETF $161,000
iPath Exchange Traded Notes S&P GSCI Crude Oil Total Return Index Medium-Term Notes Series A $66,000

    Assets

    Assets

    Last updated on June 28, 2019
      • $993.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 495
        Accounts
      • $2.0M
        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

    9

    name start date
    Cody Bill Barney
    December 2015
    Richard Scott Severs
    August 2009
    Marshal Kerry Mcreal
    August 2009
    Terry Marc Thompson
    January 2011
    John Cabral Cruz
    February 2011

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Timothy C. Richards and Associates -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Jeffery Lee Lippens President & Treasurer September, 2009 25% to 50%
        Richard Scott Severs Chief Compliance Officer September, 2009 10% to 25%
        Thomas Reese Owens Principal September, 2009 10% to 25%
        Marshal Kerry Mcreal Vice President July, 2009 10% to 25%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees