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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 Small-Cap Index Fund $18,307,000
Vanguard Short-Term Corporate Bond Index Fund $11,489,000
Vanguard Tax-Managed International Fund $11,054,000
Vanguard Intermediate-Term Corporate Bond Index Fund $9,923,000
iShares US Preferred Stock ETF $7,214,000
iShares iBoxx $ High Yield Corporate Bond ETF $6,658,000
Vanguard REIT Index Fund $5,265,000
Vanguard Emerging Markets Stock Index Fund $5,092,000
iShares TIPS Bond ETF $4,980,000
iShares 1-3 Year Credit Bond ETF $4,943,000
Vanguard Total Stock Market Index Fund $4,520,000
Vanguard 500 Index Fund $3,463,000
SPDR S&P Biotech ETF $2,665,000
Vanguard Mid-Cap Index Fund $2,392,000
iShares Core S&P Total US Stock Market ETF $2,142,000
iShares JPMorgan USD Emerging Markets Bond ETF $2,130,000
Vanguard FTSE All-World ex US Index Fund $2,116,000
iShares Core S&P 500 ETF $1,627,000
iShares Short-Term National Muni Bond ETF $1,559,000
iShares Core US Aggregate Bond ETF $1,423,000
PowerShares NASDAQ Internet Portfolio $1,122,000
Vanguard Total Bond Market Index Fund $990,000
iShares National Muni Bond ETF $842,000
iShares Intermediate Credit Bond ETF $666,000
iShares Russell 2000 ETF $646,000
Vanguard Short-Term Bond Index Fund $596,000
iShares MSCI EAFE Growth ETF $555,000
WisdomTree Emerging Markets Local Debt Fund $534,000
iShares Russell 2000 Value ETF $487,000
iShares Russell 2000 Growth ETF $484,000
Vanguard Information Technology Index Fund $478,000
iShares Russell 1000 Growth ETF $427,000
iShares MSCI EAFE Value ETF $406,000
iShares Russell Mid-Cap Growth ETF $400,000
iShares Russell Mid-Cap Value ETF $398,000
Vanguard Health Care Index Fund $392,000
iShares Russell 1000 Value ETF $363,000
iShares MSCI Emerging Markets ETF $336,000
Vanguard Financials Index Fund $323,000
Vanguard Consumer Discretionary Index Fund $308,000
Vanguard Consumer Staples Index Fund $294,000
Vanguard Industrials Index Fund $276,000
WisdomTree International MidCap Dividend Fund $271,000
iShares MSCI EAFE ETF $261,000
SPDR Gold Shares $260,000
iShares iBonds Sep 2018 Term Muni Bond ETF $230,000
iShares Micro-Cap ETF $224,000
SPDR S&P 500 ETF Trust $221,000
Vanguard Total World Stock Index Fund $215,000
Health Care Select Sector SPDR Fund $202,000

    Assets

    Assets

    Last updated on Dec. 5, 2019
      • $851.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $444.7K
        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

    5

    name start date
    John Leslie Stull
    August 2009
    Donald Steven Cuppy
    February 2007
    Kipp Christopher Goll
    January 2005
    Mark Andrew Fiedler
    March 2002
    Michael John Konen
    October 2015

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kipp Christopher Goll Member January, 2005 25% to 50%
      Donald Steven Cuppy Member June, 2007 25% to 50%
      Mark Andrew Fiedler Managing Member December, 2001 25% to 50%
      John Leslie Stull Member/Chief Compliance Officer January, 2016 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets