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Insights

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

Holdings

ETF Holdings

Name Assets
iShares Russell 2000 ETF $23,354,000
SPDR S&P 500 ETF Trust $20,988,000
Vanguard Short-Term Corporate Bond Index Fund $19,960,000
Vanguard Intermediate-Term Corporate Bond Index Fund $16,060,000
iShares S&P 500 Growth ETF $6,733,000
Vanguard Emerging Markets Stock Index Fund $2,960,000
WisdomTree Emerging Markets Local Debt Fund $2,505,000
Vanguard Tax-Managed International Fund $2,336,000
iShares Russell 1000 Growth ETF $2,090,000
iShares MSCI EAFE ETF $1,851,000
iShares JPMorgan USD Emerging Markets Bond ETF $1,048,000
ProShares UltraPro QQQ $878,000
Vanguard Total Stock Market Index Fund $855,000
Vanguard Mid-Cap Index Fund $813,000
iShares Core S&P Small-Cap ETF $791,000
Vanguard Dividend Appreciation Index Fund $745,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $673,000
SPDR Gold Shares $673,000
Vanguard High Dividend Yield Index Fund $640,000
iShares iBoxx $ High Yield Corporate Bond ETF $603,000
iShares Core S&P Mid-Cap ETF $539,000
Vanguard REIT Index Fund $537,000
iShares Russell Mid-Cap ETF $533,000
Vanguard Mid-Cap Growth Index Fund $449,000
SPDR SSgA Global Allocation ETF $414,000
iShares MSCI Emerging Markets ETF $378,000
Vanguard Growth Index Fund $351,000
SPDR S&P MidCap 400 ETF $337,000
iShares Russell Mid-Cap Value ETF $319,000
iShares Core S&P 500 ETF $308,000
Vanguard Small-Cap Growth Index Fund $259,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $241,000
Vanguard Extended Market Index Fund $230,000
ProShares UltraShort 20+ Year Treasury $220,000
SPDR Dow Jones Industrial Average ETF Trust $209,000
iShares Silver Trust $133,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $411.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 655
        Accounts
      • $628.0K
        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

    7

    name start date
    Zachary Edward Hillard
    February 2011
    Aaron M. Sutton
    January 2013
    Thaddeus William Yasunaga
    December 2015
    Ying Liu
    January 2016
    Robert James Ballsrud
    April 2010

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Busey Bank -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Mercia Sain Moore Secretary March, 2019 less than 5%
        Grant Kent Mckay Director December, 2018 less than 5%
        Jason Scott Niemann Director December, 2018 less than 5%
        Nicole Marie Chaput Chief Compliance Officer June, 2018 less than 5%
        Aron Ward Mcdonald Director September, 2016 less than 5%
        Thaddeus William Yasunaga Director September, 2016 less than 5%
        Aaron M. Sutton Director September, 2016 less than 5%
        Robert James Ballsrud President And Chief Executive Officer March, 2010 less than 5%
        Zachary Edward Hillard Treasurer January, 2011 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Performance-Based Fees