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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
Powershares S&P 500 Low Volatility Portfolio $7,798,000
SPDR S&P Dividend ETF $7,087,000
iShares Core S&P 500 ETF $5,183,000
Vanguard 500 Index Fund $4,792,000
Schwab US Mid-Cap ETF $4,579,000
Vanguard REIT Index Fund $2,670,000
SPDR S&P 500 ETF Trust $1,382,000
Health Care Select Sector SPDR Fund $1,091,000
Vanguard Intermediate-Term Corporate Bond Index Fund $948,000
Vanguard Extended Market Index Fund $854,000
ProShares UltraPro QQQ $845,000
Vanguard Health Care Index Fund $753,000
iShares Russell 1000 Value ETF $677,000
iShares Russell 1000 Growth ETF $651,000
Vanguard Short-Term Bond Index Fund $600,000
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $260,000
Vanguard Intermediate-Term Bond Index Fund $241,000
Vanguard Dividend Appreciation Index Fund $216,000
iShares Russell 3000 ETF $206,000
Consumer Staples Select Sector SPDR Fund $194,000
Guggenheim S&P 500 Equal Weight ETF $186,000
SPDR S&P MidCap 400 ETF $154,000
iShares Russell Mid-Cap Growth ETF $148,000
WisdomTree MidCap Dividend Fund $140,000
iShares Core S&P Mid-Cap ETF $138,000
First Trust Large Cap Core AlphaDEX Fund $129,000
iShares MSCI KLD 400 Social ETF $128,000
iShares MSCI USA ESG Select ETF $125,000
Energy Select Sector SPDR Fund $93,000
Vanguard Consumer Staples Index Fund $91,000
iShares Edge MSCI Min Vol USA ETF $81,000
SPDR S&P Biotech ETF $61,000
Utilities Select Sector SPDR Fund $45,000
Vanguard Information Technology Index Fund $43,000
iShares S&P 500 Growth ETF $40,000
iShares Russell Mid-Cap Value ETF $27,000
Vanguard Total Stock Market Index Fund $25,000
iShares 7-10 Year Treasury Bond ETF $21,000
VanEck Vectors Gold Miners ETF $21,000
iShares Silver Trust $13,000
iShares Cohen & Steers REIT ETF $11,000
SPDR S&P Regional Banking ETF $10,000
iShares US Real Estate ETF $6,000
Technology Select Sector SPDR Fund $5,000
PowerShares Senior Loan Portfolio $5,000
ProShares Ultra Silver $5,000
PowerShares FTSE RAFI US 1000 Portfolio $1,000
Sprott Gold Miners ETF $1,000

    Assets

    Assets

    Last updated on June 15, 2019
      • $414.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $354.4K
        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

    2

    name start date
    Robby Dean Harfst
    September 2007
    Danette Josephine Harfst
    February 2012

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robby Dean Harfst President/Chief Compliance Officer July, 2007 75% or more
      Danette Josephine Harfst Chief Operating Officer December, 2010 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees