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Insights

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

Holdings

ETF Holdings

Name Assets
Vanguard Total Stock Market Index Fund $57,726,000
Vanguard Total International Bond Index Fund $46,409,000
Guggenheim S&P 500 Equal Weight ETF $28,900,000
Vanguard Information Technology Index Fund $28,709,000
Health Care Select Sector SPDR Fund $27,945,000
Consumer Discretionary Select Sector SPDR Fund $27,118,000
iShares Core S&P Small-Cap ETF $18,170,000
Vanguard Small-Cap Index Fund $16,945,000
Vanguard FTSE All-World ex US Index Fund $7,614,000
iShares Core S&P 500 ETF $7,294,000
iShares Core S&P Mid-Cap ETF $6,814,000
iShares Core US Aggregate Bond ETF $4,263,000
iShares Russell 1000 Growth ETF $3,405,000
iShares Russell 1000 Value ETF $2,336,000
SPDR S&P 500 ETF Trust $1,722,000
iShares Core Aggressive Allocation ETF $1,249,000
iShares Core Moderate Allocation ETF $1,142,000
iShares Core Growth Allocation ETF $1,090,000
iShares Russell 2000 ETF $704,000
Schwab US Broad Market ETF $696,000
iShares Core High Dividend ETF $642,000
WisdomTree Dividend ex-Financials Fund $639,000
Vanguard Dividend Appreciation Index Fund $607,000
iShares Russell 2000 Value ETF $593,000
Powershares S&P 500 Low Volatility Portfolio $524,000
iShares Russell 2000 Growth ETF $478,000
Schwab US Mid-Cap ETF $452,000
Vanguard High Dividend Yield Index Fund $421,000
iShares Select Dividend ETF $409,000
iShares Core Conservative Allocation ETF $358,000
SPDR S&P Dividend ETF $335,000
iShares Russell 1000 ETF $324,000
SPDR Dow Jones Industrial Average ETF Trust $304,000
Technology Select Sector SPDR Fund $294,000
iShares US Financials ETF $264,000
iShares MSCI EAFE ETF $258,000
iShares US Healthcare ETF $239,000
Vanguard Growth Index Fund $222,000
ProShares UltraPro QQQ $210,000
iShares US Technology ETF $207,000

    Assets

    Assets

    Last updated on June 15, 2019
      • $2.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 10K
        Accounts
      • $214.3K
        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

    31

    name start date
    Jason Eugene Ganiere
    October 2013
    Ronald Johnson
    August 2017
    Mark Michael Oswald
    August 2009
    Thomas Alexander Parks
    September 2014
    Mark Ronald Strey
    February 2018

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Joseph Spano Member/President July, 2003 75% or more
      Mark Michael Oswald Chief Compliance Officer July, 2003 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees