{"url":"https://nivawealth.com/firms/aimz-investment-advisors-155810","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155810","regulatoryAum":584799436,"crd":"155810","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4576711","suffix":null,"lastName":"FRIEDMAN","firstName":"STUART","middleName":"EDWIN"},{"crd":"2947957","suffix":null,"lastName":"RILEY","firstName":"JONATHAN","middleName":"GIDEON"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-24","regulatoryAum":402120531,"clients":199,"employees":2,"offices":1},{"filedOn":"2022-03-17","regulatoryAum":461971927,"clients":204,"employees":2,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":406505193,"clients":224,"employees":2,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":453285061,"clients":213,"employees":2,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":504925941,"clients":210,"employees":2,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":584799436,"clients":221,"employees":2,"offices":1}],"secFileNumber":"801-72721","legalName":"Aimz Investment Advisors LLC","displayName":"Aimz Investment Advisors","slug":"aimz-investment-advisors-155810","website":"https://rfasset.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2010","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4984 El Camino Real, Suite 101","city":"Los Altos","state":"CA","stateName":"California","country":"United States","postalCode":"94022"},"tradeNames":[],"registration":{"secApproved":"19 September 2011","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2680333.8798076925,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":584799436,"discretionary":582892444,"discretionaryAccounts":561,"nonDiscretionary":1906992,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":86,"regulatoryAum":42632058},{"label":"High-net-worth individuals","clients":122,"regulatoryAum":514877389},{"label":"Pension and profit-sharing plans","clients":13,"regulatoryAum":27289989}],"feePrograms":[{"role":"main","program":"Investment supervisory services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023901","versionId":1023901,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-23","documentName":"ADV FORM 2A","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:57:55.960299+00:00","documents":[{"name":"ADV FORM 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023901","versionId":1023901,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":131156733},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":452596724},{"name":"Vanguard Group","shortName":"Vanguard Group","location":"Malvern, PA","smaAssets":1045979}],"custodyNote":"Aimz Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Stuart Friedman","title":"Managing Member","crd":"4576711"},{"name":"Jonathan Riley","title":"Managing Member/Chief","crd":"2947957"}],"ownership":[{"label":"Stuart Friedman","detail":"Managing member in the 50% to 75% ownership band and a control person, since February 2011."},{"label":"Jonathan Riley","detail":"Managing member/chief in the 50% to 75% ownership band and a control person, since February 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"4984 El Camino Real, Suite 101","city":"Los Altos","headquarters":true}]}],"brochureServices":["estate planning","financial planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-988-1088","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":58},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. state and local bonds","percent":15},{"label":"Investment grade corporate bonds","percent":5},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":7},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155810/PDF/155810.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023901","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Aimz Investment Advisors have?","answer":"Aimz Investment Advisors has 221 clients and manages $585 million for them, as of March 2026. They include 122 high-net-worth individuals, 86 individual clients, and 13 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aimz Investment Advisors offer?","answer":"Aimz Investment Advisors provides portfolio management for individuals and small businesses, estate planning, financial planning, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Aimz Investment Advisors charge?","answer":"Aimz Investment Advisors charges 0.40%–1.00% a year for its Investment supervisory services. The fee is billed in advance and is negotiable.","source":"ADV FORM 2A, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aimz Investment Advisors use?","answer":"Aimz Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $453M, Fidelity Brokerage Services LLC (Smithfield, RI), with $131M and Vanguard Group (Malvern, PA), with $1.05M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aimz Investment Advisors have?","answer":"Aimz Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aimz Investment Advisors invest in?","answer":"At the end of its last fiscal year, Aimz Investment Advisors’ separately managed accounts held 58% exchange-traded equities, 15% state and local bonds, 13% cash and equivalents, 7% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds, 1% non-exchange-traded equities and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aimz Investment Advisors?","answer":"Aimz Investment Advisors’ direct owners are Stuart Friedman (50% to 75%) and Jonathan Riley (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aimz Investment Advisors get paid?","answer":"Aimz Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Aimz Investment Advisors?","answer":"Aimz Investment Advisors’ main office is at 4984 El Camino Real, Suite 101, Los Altos, CA 94022. Its phone number is 650-988-1088. Its website is rfasset.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/aimz-investment-advisors-155810/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1630365/000163036526000007/0001630365-26-000007-index.html","totalValue":363487660,"positionCount":153,"top10Share":0.339045198948432,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":25945542,"shares":89665,"shareType":"SH","priorValue":22998406,"priorShares":90620},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":14994904,"shares":41959,"shareType":"SH","priorValue":12154304,"priorShares":42267},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":14095769,"shares":25024,"shareType":"SH","priorValue":14316981,"priorShares":25024},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":13612845,"shares":38527,"shareType":"SH","priorValue":11396168,"priorShares":39727},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":10405922,"shares":27896,"shareType":"SH","priorValue":10344683,"priorShares":27946},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":10318595,"shares":55840,"shareType":"SH","priorValue":7203580,"priorShares":55937},{"issuer":"VERTEX PHARMACEUTICALS INC","titleOfClass":"COM","cusip":"92532F100","value":9900326,"shares":19931,"shareType":"SH","priorValue":8911152,"priorShares":19956},{"issuer":"NETAPP INC","titleOfClass":"COM","cusip":"64110D104","value":8517466,"shares":55037,"shareType":"SH","priorValue":5634904,"priorShares":55034},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":7746994,"shares":61319,"shareType":"SH","priorValue":8548734,"priorShares":61338},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":7700383,"shares":65557,"shareType":"SH","priorValue":5107604,"priorShares":65828}],"positionsListed":153,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":25945542,"shares":89665,"shareType":"SH","priorValue":22998406,"priorShares":90620},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":14994904,"shares":41959,"shareType":"SH","priorValue":12154304,"priorShares":42267},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":14095769,"shares":25024,"shareType":"SH","priorValue":14316981,"priorShares":25024},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":13612845,"shares":38527,"shareType":"SH","priorValue":11396168,"priorShares":39727},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":10405922,"shares":27896,"shareType":"SH","priorValue":10344683,"priorShares":27946},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":10318595,"shares":55840,"shareType":"SH","priorValue":7203580,"priorShares":55937},{"issuer":"VERTEX PHARMACEUTICALS INC","titleOfClass":"COM","cusip":"92532F100","value":9900326,"shares":19931,"shareType":"SH","priorValue":8911152,"priorShares":19956},{"issuer":"NETAPP INC","titleOfClass":"COM","cusip":"64110D104","value":8517466,"shares":55037,"shareType":"SH","priorValue":5634904,"priorShares":55034},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":7746994,"shares":61319,"shareType":"SH","priorValue":8548734,"priorShares":61338},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":7700383,"shares":65557,"shareType":"SH","priorValue":5107604,"priorShares":65828},{"issuer":"C H ROBINSON WORLDWIDE IN","titleOfClass":"COM NEW","cusip":"12541W209","value":7557953,"shares":40129,"shareType":"SH","priorValue":6718478,"priorShares":40456},{"issuer":"INCYTE CORP","titleOfClass":"COM","cusip":"45337C102","value":7383474,"shares":65133,"shareType":"SH","priorValue":6132669,"priorShares":65158},{"issuer":"TEVA PHARMACEUTICAL INDS LTD","titleOfClass":"SPONSORED ADS","cusip":"881624209","value":7215687,"shares":212978,"shareType":"SH","priorValue":6475131,"priorShares":214978},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":6301013,"shares":15160,"shareType":"SH","priorValue":4101822,"priorShares":15159},{"issuer":"EXPEDITORS INTL WASH INC","titleOfClass":"COM","cusip":"302130109","value":6047492,"shares":37106,"shareType":"SH","priorValue":5357295,"priorShares":37403},{"issuer":"REGENERON PHARMACEUTICALS","titleOfClass":"COM","cusip":"75886F107","value":5918015,"shares":9491,"shareType":"SH","priorValue":7333122,"priorShares":9491},{"issuer":"PRICE T ROWE GROUP INC","titleOfClass":"COM","cusip":"74144T108","value":5486404,"shares":48258,"shareType":"SH","priorValue":4351776,"priorShares":48278},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":5198098,"shares":45895,"shareType":"SH","priorValue":5729782,"priorShares":46104},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":5193047,"shares":10378,"shareType":"SH","priorValue":4973138,"priorShares":10378},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":5159791,"shares":27221,"shareType":"SH","priorValue":5382082,"priorShares":27296},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":4986736,"shares":17733,"shareType":"SH","priorValue":4297938,"priorShares":17731},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":4684119,"shares":12935,"shareType":"SH","priorValue":4533087,"priorShares":12884},{"issuer":"EURONET WORLDWIDE INC","titleOfClass":"COM","cusip":"298736109","value":4511139,"shares":61636,"shareType":"SH","priorValue":4077507,"priorShares":61436},{"issuer":"GENMAB A/S","titleOfClass":"SPONSORED ADS","cusip":"372303206","value":4420198,"shares":160910,"shareType":"SH","priorValue":4317215,"priorShares":160910},{"issuer":"CINTAS CORP","titleOfClass":"COM","cusip":"172908105","value":4240605,"shares":24933,"shareType":"SH","priorValue":4217168,"priorShares":24933},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":4041201,"shares":28942,"shareType":"SH","priorValue":1279868,"priorShares":29002},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":4024388,"shares":20113,"shareType":"SH","priorValue":3804168,"priorShares":21813},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":3869138,"shares":15376,"shareType":"SH","priorValue":3370742,"priorShares":15498},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":3543791,"shares":13954,"shareType":"SH","priorValue":3453340,"priorShares":14128},{"issuer":"ZOETIS INC","titleOfClass":"CL A","cusip":"98978V103","value":3534793,"shares":49190,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":3380424,"shares":17107,"shareType":"SH","priorValue":3286973,"priorShares":17837},{"issuer":"NICE LTD","titleOfClass":"SPONSORED ADR","cusip":"653656108","value":3286953,"shares":36180,"shareType":"SH","priorValue":4101672,"priorShares":37200},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":3273524,"shares":25475,"shareType":"SH","priorValue":3046170,"priorShares":25324},{"issuer":"PROTO LABS INC","titleOfClass":"COM","cusip":"743713109","value":3156717,"shares":38728,"shareType":"SH","priorValue":2208269,"priorShares":38728},{"issuer":"ADOBE INC","titleOfClass":"COM","cusip":"00724F101","value":3147057,"shares":15350,"shareType":"SH","priorValue":3717909,"priorShares":15295},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":3110790,"shares":7832,"shareType":"SH","priorValue":2765205,"priorShares":8692},{"issuer":"GSK PLC","titleOfClass":"SPONSORED ADR","cusip":"37733W204","value":3103998,"shares":59214,"shareType":"SH","priorValue":3274643,"priorShares":59334},{"issuer":"INFOSYS LTD","titleOfClass":"SPONSORED ADR","cusip":"456788108","value":3082690,"shares":293869,"shareType":"SH","priorValue":3969338,"priorShares":293807},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":3026336,"shares":52522,"shareType":"SH","priorValue":3185479,"priorShares":52522},{"issuer":"CHECK POINT SOFTWARE TECH LT","titleOfClass":"ORD","cusip":"M22465104","value":3026044,"shares":23024,"shareType":"SH","priorValue":3288978,"priorShares":23024},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":2959775,"shares":9810,"shareType":"SH","priorValue":1444434,"priorShares":981},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":2938499,"shares":13484,"shareType":"SH","priorValue":2646268,"priorShares":13488},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":2843865,"shares":9033,"shareType":"SH","priorValue":2967916,"priorShares":9032},{"issuer":"URBAN OUTFITTERS INC","titleOfClass":"COM","cusip":"917047102","value":2787562,"shares":39339,"shareType":"SH","priorValue":2587151,"priorShares":40839},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":2717593,"shares":11485,"shareType":"SH","priorValue":2469403,"priorShares":11482},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":2658647,"shares":16824,"shareType":"SH","priorValue":2589386,"priorShares":17484},{"issuer":"THE CIGNA GROUP","titleOfClass":"COM","cusip":"125523100","value":2548401,"shares":9244,"shareType":"SH","priorValue":2473854,"priorShares":9274},{"issuer":"TELEDYNE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"879360105","value":2546892,"shares":3819,"shareType":"SH","priorValue":2312349,"priorShares":3822},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":2492639,"shares":11305,"shareType":"SH","priorValue":2670807,"priorShares":11304},{"issuer":"FRANKLIN RESOURCES INC","titleOfClass":"COM","cusip":"354613101","value":2478380,"shares":74493,"shareType":"SH","priorValue":1788704,"priorShares":75728},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":2408740,"shares":8906,"shareType":"SH","priorValue":2324165,"priorShares":8929},{"issuer":"HENRY JACK & ASSOC INC","titleOfClass":"COM","cusip":"426281101","value":2389789,"shares":17350,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":2331286,"shares":7797,"shareType":"SH","priorValue":2162313,"priorShares":7940},{"issuer":"PAYPAL HLDGS INC","titleOfClass":"COM","cusip":"70450Y103","value":2300709,"shares":53282,"shareType":"SH","priorValue":2416865,"priorShares":53435},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":2139148,"shares":7181,"shareType":"SH","priorValue":707514,"priorShares":7143},{"issuer":"NOVARTIS AG","titleOfClass":"SPONSORED ADR","cusip":"66987V109","value":2081888,"shares":13284,"shareType":"SH","priorValue":2036787,"priorShares":13334},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":2044987,"shares":14286,"shareType":"SH","priorValue":1885862,"priorShares":14394},{"issuer":"FACTSET RESH SYS INC","titleOfClass":"COM","cusip":"303075105","value":2020102,"shares":8780,"shareType":"SH","priorValue":1905172,"priorShares":8780},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":1984772,"shares":24422,"shareType":"SH","priorValue":1870980,"priorShares":24602},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":1899690,"shares":12963,"shareType":"SH","priorValue":1906949,"priorShares":12963},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":1834125,"shares":17948,"shareType":"SH","priorValue":1607863,"priorShares":17947},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":1761893,"shares":12887,"shareType":"SH","priorValue":2194444,"priorShares":12934},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":1748691,"shares":12915,"shareType":"SH","priorValue":2005570,"priorShares":12915},{"issuer":"EPAM SYS INC","titleOfClass":"COM","cusip":"29414B104","value":1676666,"shares":21130,"shareType":"SH","priorValue":2917193,"priorShares":21545},{"issuer":"DOLBY LABORATORIES INC","titleOfClass":"COM CL A","cusip":"25659T107","value":1655513,"shares":31486,"shareType":"SH","priorValue":1890753,"priorShares":31481},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":1498890,"shares":4250,"shareType":"SH","priorValue":1397783,"priorShares":4250},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":1489047,"shares":20855,"shareType":"SH","priorValue":2053283,"priorShares":21355},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":1485913,"shares":16376,"shareType":"SH","priorValue":1681047,"priorShares":16373},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1431113,"shares":6005,"shareType":"SH","priorValue":1250557,"priorShares":6005},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":1387410,"shares":17735,"shareType":"SH","priorValue":1536323,"priorShares":17730},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"RAFI US 1000 ETF","cusip":"46137V613","value":1350750,"shares":25000,"shareType":"SH","priorValue":1188250,"priorShares":25000},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":1307184,"shares":1808,"shareType":"SH","priorValue":621374,"priorShares":1818},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1205019,"shares":2865,"shareType":"SH","priorValue":1065064,"priorShares":2865},{"issuer":"S&P GLOBAL INC","titleOfClass":"COM SHS","cusip":"78409V112","value":1194134,"shares":2932,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":1055314,"shares":12251,"shareType":"SH","priorValue":890003,"priorShares":2038},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1028908,"shares":3143,"shareType":"SH","priorValue":924644,"priorShares":3143},{"issuer":"EBAY INC.","titleOfClass":"COM","cusip":"278642103","value":976803,"shares":8741,"shareType":"SH","priorValue":813719,"priorShares":8940},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":921920,"shares":11008,"shareType":"SH","priorValue":858618,"priorShares":11433},{"issuer":"AMDOCS LTD","titleOfClass":"SHS","cusip":"G02602103","value":909886,"shares":18003,"shareType":"SH","priorValue":1174609,"priorShares":17999},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":896148,"shares":10844,"shareType":"SH","priorValue":888288,"priorShares":11158},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":875907,"shares":1367,"shareType":"SH","priorValue":485425,"priorShares":1477},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":875441,"shares":15364,"shareType":"SH","priorValue":797745,"priorShares":16364},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":830561,"shares":1925,"shareType":"SH","priorValue":324075,"priorShares":1975},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":823172,"shares":686,"shareType":"SH","priorValue":562258,"priorShares":611},{"issuer":"DOLLAR TREE INC","titleOfClass":"COM","cusip":"256746108","value":810970,"shares":6705,"shareType":"SH","priorValue":735907,"priorShares":6720},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":773995,"shares":8024,"shareType":"SH","priorValue":744146,"priorShares":8024},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":751713,"shares":4643,"shareType":"SH","priorValue":674269,"priorShares":4643},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":722586,"shares":626,"shareType":"SH"},{"issuer":"GLOBANT S A","titleOfClass":"COM","cusip":"L44385109","value":716033,"shares":24742,"shareType":"SH","priorValue":1169672,"priorShares":25367},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":714875,"shares":6650,"shareType":"SH","priorValue":654227,"priorShares":6650},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":706486,"shares":959,"shareType":"SH","priorValue":553733,"priorShares":959},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":697861,"shares":746,"shareType":"SH","priorValue":743337,"priorShares":746},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":672830,"shares":901,"shareType":"SH","priorValue":585656,"priorShares":901},{"issuer":"WIPRO LTD","titleOfClass":"SPON ADR 1 SH","cusip":"97651M109","value":623776,"shares":277234,"shareType":"SH","priorValue":587735,"priorShares":277234},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":602484,"shares":5164,"shareType":"SH","priorValue":755390,"priorShares":5164},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"RAFI US 1500","cusip":"46137V597","value":585585,"shares":10500,"shareType":"SH","priorValue":481635,"priorShares":10500},{"issuer":"HIPPO HLDGS INC","titleOfClass":"COM NEW","cusip":"433539202","value":571135,"shares":20210,"shareType":"SH","priorValue":526673,"priorShares":20210},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":549157,"shares":2260,"shareType":"SH","priorValue":499675,"priorShares":2300},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":533761,"shares":1413,"shareType":"SH","priorValue":429290,"priorShares":1387},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":491867,"shares":1345,"shareType":"SH","priorValue":424661,"priorShares":1405},{"issuer":"WESTERN ALLIANCE BANCORP","titleOfClass":"COM","cusip":"957638109","value":433276,"shares":5271,"shareType":"SH","priorValue":373450,"priorShares":5271},{"issuer":"HALEON PLC","titleOfClass":"SPON ADS","cusip":"405552100","value":433173,"shares":46428,"shareType":"SH","priorValue":521801,"priorShares":52128},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":431420,"shares":1257,"shareType":"SH","priorValue":380053,"priorShares":1257},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":417022,"shares":392,"shareType":"SH","priorValue":277438,"priorShares":392},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":412763,"shares":1527,"shareType":"SH","priorValue":474576,"priorShares":1527},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":412394,"shares":1037,"shareType":"SH","priorValue":478047,"priorShares":1037},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":411850,"shares":1102,"shareType":"SH","priorValue":312715,"priorShares":1102},{"issuer":"SEMPRA","titleOfClass":"COM","cusip":"816851109","value":408851,"shares":4410,"shareType":"SH","priorValue":477105,"priorShares":4910},{"issuer":"PPL CORP","titleOfClass":"COM","cusip":"69351T106","value":407120,"shares":11200,"shareType":"SH","priorValue":427840,"priorShares":11200},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":396834,"shares":11400,"shareType":"SH","priorValue":347700,"priorShares":11400},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":393596,"shares":1285,"shareType":"SH","priorValue":330695,"priorShares":1285},{"issuer":"SHELL PLC","titleOfClass":"SPON ADS","cusip":"780259305","value":389639,"shares":5025,"shareType":"SH","priorValue":462675,"priorShares":4975},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":379819,"shares":1696,"shareType":"SH","priorValue":344593,"priorShares":1696},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INFO TECH I","cusip":"316092808","value":375366,"shares":1314,"shareType":"SH","priorValue":296346,"priorShares":1424},{"issuer":"CAPRI HOLDINGS LIMITED","titleOfClass":"SHS","cusip":"G1890L107","value":367036,"shares":19765,"shareType":"SH","priorValue":360593,"priorShares":20465},{"issuer":"ISHARES TR","titleOfClass":"US BR DEL SE ETF","cusip":"464288794","value":357741,"shares":2040,"shareType":"SH","priorValue":334990,"priorShares":2040},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":357602,"shares":1400,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST SHO TREAS ETF","cusip":"78468R101","value":356301,"shares":12282,"shareType":"SH","priorValue":399241,"priorShares":13682},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":346135,"shares":1015,"shareType":"SH"},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DEFIA QUANT ETF","cusip":"26922A420","value":337706,"shares":2042,"shareType":"SH","priorValue":219107,"priorShares":2042},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":332287,"shares":2834,"shareType":"SH","priorValue":310918,"priorShares":2834},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":330550,"shares":1527,"shareType":"SH","priorValue":303919,"priorShares":1527},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":328680,"shares":7968,"shareType":"SH","priorValue":310433,"priorShares":7968},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":323001,"shares":13414,"shareType":"SH","priorValue":391156,"priorShares":13930},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":316888,"shares":617,"shareType":"SH","priorValue":308287,"priorShares":617},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":307775,"shares":1250,"shareType":"SH","priorValue":260113,"priorShares":1250},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":298767,"shares":1802,"shareType":"SH","priorValue":372917,"priorShares":1802},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":295984,"shares":993,"shareType":"SH"},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":292336,"shares":2812,"shareType":"SH","priorValue":371184,"priorShares":2812},{"issuer":"FUNDX INVT TR","titleOfClass":"FUNDX ETF","cusip":"360876809","value":279406,"shares":3084,"shareType":"SH","priorValue":249795,"priorShares":3259},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":270867,"shares":1847,"shareType":"SH","priorValue":252359,"priorShares":1747},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":270218,"shares":230,"shareType":"SH","priorValue":200767,"priorShares":230},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":269934,"shares":530,"shareType":"SH","priorValue":361587,"priorShares":530},{"issuer":"SITIME CORP","titleOfClass":"COM","cusip":"82982T106","value":268402,"shares":360,"shareType":"SH"},{"issuer":"DIREXION SHARES ETF TRUST","titleOfClass":"DAI SEM BUL ETF","cusip":"25459W458","value":266710,"shares":1000,"shareType":"SH"},{"issuer":"UNITED RENTALS INC","titleOfClass":"COM","cusip":"911363109","value":251502,"shares":222,"shareType":"SH"},{"issuer":"NOKIA CORP","titleOfClass":"SPONSORED ADR","cusip":"654902204","value":237712,"shares":17900,"shareType":"SH","priorValue":143916,"priorShares":17900},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":234818,"shares":3098,"shareType":"SH","priorValue":252527,"priorShares":3598},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":233054,"shares":488,"shareType":"SH"},{"issuer":"FIFTH THIRD BANCORP","titleOfClass":"COM","cusip":"316773100","value":232695,"shares":4128,"shareType":"SH","priorValue":238247,"priorShares":5128},{"issuer":"ISHARES INC","titleOfClass":"MSCI EMRG CHN","cusip":"46434G764","value":229254,"shares":2241,"shareType":"SH"},{"issuer":"UBIQUITI INC","titleOfClass":"COM","cusip":"90353W103","value":226963,"shares":425,"shareType":"SH","priorValue":414902,"priorShares":525},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":222608,"shares":10754,"shareType":"SH","priorValue":317556,"priorShares":10954},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":222431,"shares":8030,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":220549,"shares":5209,"shareType":"SH","priorValue":261492,"priorShares":5209},{"issuer":"SOUTHWEST AIRLS CO","titleOfClass":"COM","cusip":"844741108","value":219049,"shares":4260,"shareType":"SH"},{"issuer":"MYRIAD GENETICS INC","titleOfClass":"COM","cusip":"62855J104","value":205903,"shares":36060,"shareType":"SH","priorValue":167445,"priorShares":37210},{"issuer":"METLIFE INC","titleOfClass":"COM","cusip":"59156R108","value":205179,"shares":2425,"shareType":"SH"},{"issuer":"NISOURCE INC","titleOfClass":"COM","cusip":"65473P105","value":204465,"shares":4300,"shareType":"SH","priorValue":200638,"priorShares":4300},{"issuer":"GENERAL MTRS CO","titleOfClass":"COM","cusip":"37045V100","value":202335,"shares":2625,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":200707,"shares":1353,"shareType":"SH"},{"issuer":"KOHLS CORP","titleOfClass":"COM","cusip":"500255104","value":184240,"shares":10397,"shareType":"SH","priorValue":140492,"priorShares":10891},{"issuer":"BEYOND MEAT INC","titleOfClass":"COM","cusip":"08862E109","value":7500,"shares":10000,"shareType":"SH","priorValue":7016,"priorShares":10000}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}