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Overview

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Insights

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Holdings

ETF Holdings

Name Assets
iShares MSCI EAFE ETF $58,645,000
iShares Core S&P Mid-Cap ETF $34,691,000
Vanguard Short-Term Corporate Bond Index Fund $17,574,000
Vanguard Small-Cap Index Fund $16,795,000
Vanguard FTSE All-World ex US Index Fund $14,847,000
Vanguard Tax-Managed International Fund $14,823,000
iShares 3-7 Year Treasury Bond ETF $14,697,000
Vanguard Emerging Markets Stock Index Fund $11,839,000
iShares Russell 1000 Value ETF $9,319,000
iShares Russell 2000 ETF $8,180,000
Vanguard European Stock Index Fund $8,037,000
Vanguard Large-Cap Index Fund $7,023,000
iShares Russell 1000 Growth ETF $6,843,000
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio $6,545,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $6,380,000
Vanguard Growth Index Fund $6,325,000
iShares Russell Mid-Cap Growth ETF $5,895,000
iShares MSCI Pacific ex Japan ETF $5,142,000
iShares S&P Small-Cap 600 Growth ETF $4,928,000
iShares MSCI ACWI ex US ETF $4,661,000
iShares Russell 2000 Growth ETF $4,418,000
Powershares S&P 500 Low Volatility Portfolio $4,092,000
iShares Russell 2000 Value ETF $4,046,000
PowerShares FTSE RAFI US 1000 Portfolio $3,961,000
iShares Russell Mid-Cap ETF $3,877,000
Vanguard Short-Term Bond Index Fund $3,718,000
iShares Core S&P Small-Cap ETF $3,288,000
Vanguard High Dividend Yield Index Fund $3,265,000
iShares Core MSCI EAFE ETF $3,163,000
Vanguard Intermediate-Term Corporate Bond Index Fund $2,988,000
iShares Intermediate Government/Credit Bond ETF $2,851,000
iShares Russell 1000 ETF $2,647,000
SPDR S&P MidCap 400 ETF $2,185,000
Vanguard Total Stock Market Index Fund $1,834,000
iShares Core US Aggregate Bond ETF $1,240,000
Energy Select Sector SPDR Fund $975,000
iShares Russell Mid-Cap Value ETF $903,000
iShares TIPS Bond ETF $765,000
Vanguard Mid-Cap Index Fund $339,000
iShares Core S&P 500 ETF $303,000
SPDR S&P Dividend ETF $211,000

    Assets

    Assets

    Last updated on June 5, 2019
      • $2.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $1.6M
        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

    20

    name start date
    Calvin Mandel Spranger
    January 2002
    Mitchell T Steiner
    April 2018
    Mitzi Wilson Carletti
    March 1996
    Jose Francisco Barbosa
    October 2004
    Jan Hatsuko Yamamoto
    May 2012

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Steven Clemmer Phelps Director And Chief Executive Officer January, 1990 10% to 25%
      James Kevin Callaghan Chairman, Director And Officer January, 1990 10% to 25%
      Lisa Peightal Guzman Chief Compliance Officer January, 2004 5% to 10%
      Mitzi Wilson Carletti Director And Officer January, 1998 5% to 10%
      Curtis Lee Pepin Director And Officer October, 2006 5% to 10%
      Michael Robert Gerke Officer June, 2014 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees