{"url":"https://nivawealth.com/firms/asset-management-group-110116","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110116","regulatoryAum":898343327,"crd":"110116","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"865752","suffix":"JR","lastName":"REDFIELD","firstName":"LEGRAND","middleName":"SNOWDEN"},{"crd":"5809802","suffix":null,"lastName":"ROSS","firstName":"MICHELLE","middleName":null}],"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":"2021-07-23","regulatoryAum":595964798,"clients":263,"employees":5,"offices":1},{"filedOn":"2022-06-23","regulatoryAum":704164743,"clients":263,"employees":5,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":590748005,"clients":269,"employees":5,"offices":1},{"filedOn":"2024-02-23","regulatoryAum":695507968,"clients":267,"employees":6,"offices":1},{"filedOn":"2025-03-13","regulatoryAum":804479043,"clients":265,"employees":6,"offices":1},{"filedOn":"2026-03-04","regulatoryAum":898343327,"clients":264,"employees":6,"offices":1}],"secFileNumber":"801-55461","legalName":"Asset Management Group, Inc.","displayName":"Asset Management Group","slug":"asset-management-group-110116","website":"https://amgplanning.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/asset-management-group-inc./","founded":"1983","organization":"Connecticut corporation","fiscalYearEnd":"December","headquarters":{"street":"60 Long Ridge Road","city":"Stamford","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06902"},"tradeNames":[],"registration":{"secApproved":"30 April 1998","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3427069.1377952755,"staff":{"employees":6,"advisory":2,"brokerDealerReps":1,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":898343327,"discretionary":898343327,"discretionaryAccounts":1478,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":156,"regulatoryAum":73736884},{"label":"High-net-worth individuals","clients":98,"regulatoryAum":796738677},{"label":"Pension and profit-sharing plans","clients":8,"regulatoryAum":3581576},{"label":"Corporations and other businesses","clients":2,"regulatoryAum":24286190}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"marginal","fee_tiers":[{"to":2500000,"pct":1,"from":0},{"to":17500000,"pct":0.75,"from":2500000},{"to":42500000,"pct":0.65,"from":17500000},{"to":92500000,"pct":0.5,"from":42500000},{"to":null,"pct":0.25,"from":92500000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014288","versionId":1014288,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-04","documentName":"ADV PART 2A AND B","fee_rate_low":0.25,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"A flat fee based on complexity, calculated from an hourly rate of $925 and typically ranging from $2,500 to $10,000 per year.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014288","versionId":1014288,"submittedOn":"2026-03-04","documentName":"ADV PART 2A AND B"},{"role":"other","program":"Hourly Consulting and Limited Planning","summary":"Hourly rates: Senior Financial Adviser $925, Financial Planner $420, Certified Insurance Consultant $260, Registered Paraplanner $165, administrative staff $95.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014288","versionId":1014288,"submittedOn":"2026-03-04","documentName":"ADV PART 2A AND B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:08:10.395816+00:00","documents":[{"name":"ADV PART 2A AND B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014288","versionId":1014288,"submittedOn":"2026-03-04"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":786544449}],"custodyNote":"Asset Management Group has custody of $9.44M in client assets for 7 clients.","otherCustodians":[],"leadership":[{"name":"Legrand Redfield","title":"Director, President & Chief Compliance Officer, Trustee","crd":"865752"},{"name":"James Cuminale","title":"Director","crd":"4367052"},{"name":"Helen Redfield","title":"Director, Secretary","crd":"4367082"}],"ownership":[{"label":"The Legrand S. Redfield Revocable Trust DTD April 26, 2018","detail":"Owner in the 75% or more ownership band and a control person, since April 2018."},{"label":"The Legrand S. Redfield","detail":"Owner in the 75% or more ownership band and a control person, since April 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"60 Long Ridge Road","city":"Stamford","headquarters":true}]}],"brochureServices":["estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-964-8300","stateRegisteredReps":2,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":70},{"label":"Securities issued by registered investment companies or business development companies","percent":29},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"4 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110116/PDF/110116.pdf","brochureDate":"4 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014288","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 Asset Management Group have?","answer":"Asset Management Group has 264 clients and manages $898 million for them, as of March 2026. They include 156 individual clients, 98 high-net-worth individuals, and 8 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Asset Management Group offer?","answer":"Asset Management Group provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning.","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 Asset Management Group charge?","answer":"Asset Management Group charges 0.25%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A AND B, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Asset Management Group use?","answer":"Asset Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $787M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Asset Management Group have?","answer":"Asset Management Group has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 4 employees are 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 Asset Management Group invest in?","answer":"At the end of its last fiscal year, Asset Management Group’s separately managed accounts held 70% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","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 Asset Management Group?","answer":"Asset Management Group’s direct owners are the Legrand S. Redfield Revocable Trust DTD April 26, 2018 (75% or more) and the Legrand S. Redfield (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Asset Management Group get paid?","answer":"Asset Management Group is paid through a percentage of assets under management and hourly charges. 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 Asset Management Group?","answer":"Asset Management Group’s main office is at 60 Long Ridge Road, Stamford, CT 06902. Its phone number is 203-964-8300. Its website is amgplanning.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/asset-management-group-110116/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1511550/000139834426014545/0001398344-26-014545-index.html","totalValue":683250806,"positionCount":137,"top10Share":0.34852731809291126,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":36462593,"shares":150058,"shareType":"SH","priorValue":33165948,"priorShares":152663},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":29175238,"shares":39619,"shareType":"SH","priorValue":23260870,"priorShares":40301},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":25585928,"shares":88422,"shareType":"SH","priorValue":23333674,"priorShares":91941},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":24750032,"shares":150365,"shareType":"SH","priorValue":22119852,"priorShares":151776},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":22543285,"shares":292352,"shareType":"SH","priorValue":20122913,"priorShares":297985},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":22378663,"shares":29882,"shareType":"SH","priorValue":19726633,"priorShares":30200},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":21133235,"shares":57788,"shareType":"SH","priorValue":17829176,"priorShares":58988},{"issuer":"PROSHARES TR","titleOfClass":"PSHS ULT S&P 500","cusip":"74347R107","value":19055397,"shares":282805,"shareType":"SH","priorValue":14927881,"priorShares":287739},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":18683835,"shares":94554,"shareType":"SH","priorValue":17650482,"priorShares":95781},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":18363365,"shares":498057,"shareType":"SH","priorValue":15723243,"priorShares":507857}],"positionsListed":137,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":36462593,"shares":150058,"shareType":"SH","priorValue":33165948,"priorShares":152663},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":29175238,"shares":39619,"shareType":"SH","priorValue":23260870,"priorShares":40301},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":25585928,"shares":88422,"shareType":"SH","priorValue":23333674,"priorShares":91941},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":24750032,"shares":150365,"shareType":"SH","priorValue":22119852,"priorShares":151776},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":22543285,"shares":292352,"shareType":"SH","priorValue":20122913,"priorShares":297985},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":22378663,"shares":29882,"shareType":"SH","priorValue":19726633,"priorShares":30200},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":21133235,"shares":57788,"shareType":"SH","priorValue":17829176,"priorShares":58988},{"issuer":"PROSHARES TR","titleOfClass":"PSHS ULT S&P 500","cusip":"74347R107","value":19055397,"shares":282805,"shareType":"SH","priorValue":14927881,"priorShares":287739},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":18683835,"shares":94554,"shareType":"SH","priorValue":17650482,"priorShares":95781},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":18363365,"shares":498057,"shareType":"SH","priorValue":15723243,"priorShares":507857},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":18343292,"shares":227669,"shareType":"SH","priorValue":16525446,"priorShares":57544},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":17746304,"shares":74999,"shareType":"SH","priorValue":16432350,"priorShares":76408},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US TIPS ETF","cusip":"808524870","value":16382185,"shares":618196,"shareType":"SH","priorValue":16459005,"priorShares":618527},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":16021351,"shares":43296,"shareType":"SH","priorValue":14095277,"priorShares":43937},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":15591447,"shares":51437,"shareType":"SH","priorValue":13563629,"priorShares":51785},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":14887608,"shares":188379,"shareType":"SH","priorValue":15204779,"priorShares":191810},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400VL ETF","cusip":"464287705","value":13140197,"shares":88947,"shareType":"SH","priorValue":11857745,"priorShares":89492},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":11644244,"shares":51283,"shareType":"SH","priorValue":10877139,"priorShares":51514},{"issuer":"ISHARES TR","titleOfClass":"SP SMCP600VL ETF","cusip":"464287879","value":11479102,"shares":83985,"shareType":"SH","priorValue":9997849,"priorShares":84406},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":10654196,"shares":10005,"shareType":"SH","priorValue":7651936,"priorShares":10801},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":10266027,"shares":133847,"shareType":"SH","priorValue":10528502,"priorShares":136415},{"issuer":"DOMINOS PIZZA INC","titleOfClass":"COM","cusip":"25754A201","value":9589547,"shares":32393,"shareType":"SH","priorValue":11622192,"priorShares":32393},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":9573641,"shares":40168,"shareType":"SH","priorValue":8531156,"priorShares":40962},{"issuer":"ISHARES TR","titleOfClass":"EXPND TEC SC ETF","cusip":"464287549","value":8428351,"shares":51524,"shareType":"SH","priorValue":6582269,"priorShares":55542},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":8289264,"shares":229429,"shareType":"SH","priorValue":7049236,"priorShares":242408},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":8240202,"shares":75301,"shareType":"SH","priorValue":8265310,"priorShares":74894},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":8236595,"shares":142823,"shareType":"SH","priorValue":7083063,"priorShares":146587},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE MIN VL","cusip":"46429B689","value":7416958,"shares":84562,"shareType":"SH","priorValue":7701028,"priorShares":84284},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":6701437,"shares":57034,"shareType":"SH","priorValue":5774397,"priorShares":57388},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":6261636,"shares":35060,"shareType":"SH","priorValue":5066802,"priorShares":35013},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":6202853,"shares":51898,"shareType":"SH","priorValue":4564197,"priorShares":6542},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":6103127,"shares":51291,"shareType":"SH","priorValue":5183782,"priorShares":52944},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":6078047,"shares":19843,"shareType":"SH","priorValue":5295378,"priorShares":20577},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":5818050,"shares":16280,"shareType":"SH","priorValue":4679223,"priorShares":16272},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":5780326,"shares":114281,"shareType":"SH","priorValue":5306505,"priorShares":106364},{"issuer":"ISHARES TR","titleOfClass":"SELECT US REIT","cusip":"464287564","value":5757788,"shares":85137,"shareType":"SH","priorValue":5621719,"priorShares":90834},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":5397418,"shares":22264,"shareType":"SH","priorValue":4763756,"priorShares":22295},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":5271897,"shares":86723,"shareType":"SH","priorValue":5223906,"priorShares":92328},{"issuer":"PJT PARTNERS INC","titleOfClass":"COM CL A","cusip":"69343T107","value":5254414,"shares":34811,"shareType":"SH","priorValue":4863686,"priorShares":34810},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":5201773,"shares":54044,"shareType":"SH","priorValue":5315010,"priorShares":55146},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":4994203,"shares":73004,"shareType":"SH","priorValue":4170763,"priorShares":73442},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":4944468,"shares":168008,"shareType":"SH","priorValue":4321094,"priorShares":168529},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":4735533,"shares":12695,"shareType":"SH","priorValue":4667660,"priorShares":12610},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":4618480,"shares":44460,"shareType":"SH","priorValue":4268243,"priorShares":43944},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US VLU","cusip":"464287663","value":4601693,"shares":41777,"shareType":"SH","priorValue":4445832,"priorShares":43480},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":4412049,"shares":17372,"shareType":"SH","priorValue":4437942,"priorShares":18156},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":4321560,"shares":31423,"shareType":"SH","priorValue":4172614,"priorShares":36890},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":4296250,"shares":28968,"shareType":"SH","priorValue":3591190,"priorShares":28889},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":4287402,"shares":38863,"shareType":"SH","priorValue":3850312,"priorShares":39600},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 GRTH IDX F","cusip":"921932505","value":4160243,"shares":50354,"shareType":"SH","priorValue":3494980,"priorShares":8573},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":4076333,"shares":30106,"shareType":"SH","priorValue":4909629,"priorShares":31616},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":3943667,"shares":74255,"shareType":"SH","priorValue":4548006,"priorShares":74241},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":3864630,"shares":25395,"shareType":"SH","priorValue":3751787,"priorShares":25708},{"issuer":"BERKLEY W R CORP","titleOfClass":"COM","cusip":"084423102","value":3846589,"shares":54538,"shareType":"SH","priorValue":3644892,"priorShares":54992},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":3629461,"shares":23125,"shareType":"SH","priorValue":3055909,"priorShares":22093},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":3384582,"shares":4532,"shareType":"SH","priorValue":3040489,"priorShares":4675},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":3379645,"shares":15279,"shareType":"SH","priorValue":2925121,"priorShares":15429},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":3341776,"shares":4751,"shareType":"SH","priorValue":2960391,"priorShares":4800},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":3294043,"shares":6583,"shareType":"SH","priorValue":3265724,"priorShares":6815},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":3183792,"shares":33017,"shareType":"SH","priorValue":3139169,"priorShares":35391},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP BIOT","cusip":"78464A870","value":2953887,"shares":18666,"shareType":"SH","priorValue":2609916,"priorShares":20433},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":2912488,"shares":80322,"shareType":"SH","priorValue":2666388,"priorShares":80922},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":2644900,"shares":7486,"shareType":"SH","priorValue":2146437,"priorShares":7483},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":2596652,"shares":89663,"shareType":"SH","priorValue":2296377,"priorShares":91489},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":2473385,"shares":24989,"shareType":"SH","priorValue":2523247,"priorShares":25418},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":2462533,"shares":15755,"shareType":"SH","priorValue":2369279,"priorShares":15648},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR GLB DOW","cusip":"78464A706","value":2383379,"shares":12898,"shareType":"SH","priorValue":2172933,"priorShares":12816},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP400GRW","cusip":"78464A821","value":2165944,"shares":19323,"shareType":"SH","priorValue":1904298,"priorShares":19845},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":2158182,"shares":22821,"shareType":"SH","priorValue":2162260,"priorShares":22656},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":2081942,"shares":14198,"shareType":"SH","priorValue":2037897,"priorShares":14109},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":2001629,"shares":23237,"shareType":"SH","priorValue":1699706,"priorShares":3891},{"issuer":"DECKERS OUTDOOR CORP","titleOfClass":"COM","cusip":"243537107","value":2000892,"shares":20152,"shareType":"SH","priorValue":1972173,"priorShares":19704},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI RL EST ETF","cusip":"316092857","value":1846738,"shares":63029,"shareType":"SH","priorValue":1685752,"priorShares":62644},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":1553133,"shares":3910,"shareType":"SH","priorValue":1241494,"priorShares":3902},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1532273,"shares":12340,"shareType":"SH","priorValue":1315146,"priorShares":3084},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1519316,"shares":7593,"shareType":"SH","priorValue":1322852,"priorShares":7585},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":1505461,"shares":25221,"shareType":"SH","priorValue":1367980,"priorShares":25310},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":1497700,"shares":2,"shareType":"SH","priorValue":1436280,"priorShares":2},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1496880,"shares":13216,"shareType":"SH","priorValue":1636452,"priorShares":13167},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":1394212,"shares":2475,"shareType":"SH","priorValue":1415703,"priorShares":2474},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ENERGY ETF","cusip":"92204A306","value":1358876,"shares":9051,"shareType":"SH","priorValue":1619082,"priorShares":9357},{"issuer":"ISHARES TR","titleOfClass":"NORTH AMERN NAT","cusip":"464287374","value":1348500,"shares":24003,"shareType":"SH","priorValue":1626056,"priorShares":25835},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":1310819,"shares":14446,"shareType":"SH","priorValue":1498862,"priorShares":14599},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":1299470,"shares":38400,"shareType":"SH","priorValue":1117476,"priorShares":38362},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INT-TRM U.S TRES","cusip":"808524854","value":1299347,"shares":52690,"shareType":"SH","priorValue":1328197,"priorShares":53320},{"issuer":"ISHARES TR","titleOfClass":"U.S. PHARMA ETF","cusip":"464288836","value":1286841,"shares":12997,"shareType":"SH","priorValue":1123088,"priorShares":12957},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTERNL DIVID","cusip":"808524672","value":1202550,"shares":37899,"shareType":"SH","priorValue":1238766,"priorShares":39127},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":1136356,"shares":47191,"shareType":"SH","priorValue":1338812,"priorShares":47678},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":1105625,"shares":2563,"shareType":"SH","priorValue":419324,"priorShares":2555},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524755","value":1077172,"shares":20416,"shareType":"SH","priorValue":1007667,"priorShares":20594},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":1056796,"shares":5547,"shareType":"SH","priorValue":736273,"priorShares":5540},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US GWT","cusip":"464287671","value":1022940,"shares":5439,"shareType":"SH","priorValue":887811,"priorShares":5724},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":931070,"shares":7927,"shareType":"SH","priorValue":832647,"priorShares":10731},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":894297,"shares":6960,"shareType":"SH","priorValue":831811,"priorShares":6915},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":848792,"shares":8632,"shareType":"SH","priorValue":787029,"priorShares":8544},{"issuer":"MOODYS CORP","titleOfClass":"COM","cusip":"615369105","value":843337,"shares":1862,"shareType":"SH","priorValue":812298,"priorShares":1862},{"issuer":"ISHARES TR","titleOfClass":"S&P 100 ETF","cusip":"464287101","value":842375,"shares":2302,"shareType":"SH","priorValue":731368,"priorShares":2299},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":835180,"shares":11722,"shareType":"SH","priorValue":749647,"priorShares":11699},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":805928,"shares":9427,"shareType":"SH","priorValue":723702,"priorShares":9385},{"issuer":"CANADIAN PACIFIC KANSAS CITY","titleOfClass":"COM","cusip":"13646K108","value":783836,"shares":9046,"shareType":"SH","priorValue":711558,"priorShares":9046},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":754804,"shares":9688,"shareType":"SH","priorValue":753799,"priorShares":9614},{"issuer":"CURTISS WRIGHT CORP","titleOfClass":"COM","cusip":"231561101","value":747080,"shares":986,"shareType":"SH","priorValue":671300,"priorShares":986},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":713736,"shares":5112,"shareType":"SH","priorValue":225576,"priorShares":5112},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":698677,"shares":2770,"shareType":"SH","priorValue":502533,"priorShares":2770},{"issuer":"ISHARES TR","titleOfClass":"YLD OPTIM BD","cusip":"46434V787","value":659285,"shares":29108,"shareType":"SH","priorValue":647073,"priorShares":28721},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":594663,"shares":1817,"shareType":"SH","priorValue":547606,"priorShares":1862},{"issuer":"PIMCO ETF TR","titleOfClass":"ACTIVE BD ETF","cusip":"72201R775","value":556671,"shares":6037,"shareType":"SH","priorValue":587917,"priorShares":6371},{"issuer":"PARAMOUNT SKYDANCE CORP","titleOfClass":"COM CL B","cusip":"69932A204","value":529455,"shares":53697,"shareType":"SH","priorValue":484188,"priorShares":53679},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":528546,"shares":1291,"shareType":"SH","priorValue":459266,"priorShares":1288},{"issuer":"VULCAN MATLS CO","titleOfClass":"COM","cusip":"929160109","value":524384,"shares":1778,"shareType":"SH","priorValue":483308,"priorShares":1775},{"issuer":"OMNICOM GROUP INC","titleOfClass":"COM","cusip":"681919106","value":523588,"shares":7189,"shareType":"SH","priorValue":537903,"priorShares":7143},{"issuer":"ASSURANT INC","titleOfClass":"COM","cusip":"04621X108","value":522828,"shares":1947,"shareType":"SH","priorValue":471341,"priorShares":2164},{"issuer":"KEURIG DR PEPPER INC","titleOfClass":"COM","cusip":"49271V100","value":510130,"shares":15586,"shareType":"SH","priorValue":502982,"priorShares":19103},{"issuer":"ISHARES TR","titleOfClass":"MORNINGSTR US EQ","cusip":"464287127","value":480186,"shares":4633,"shareType":"SH","priorValue":452148,"priorShares":5032},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":479959,"shares":1707,"shareType":"SH","priorValue":412165,"priorShares":1700},{"issuer":"ISHARES INC","titleOfClass":"MSCI CDA ETF","cusip":"464286509","value":469170,"shares":8140,"shareType":"SH","priorValue":444293,"priorShares":8109},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":462391,"shares":1237,"shareType":"SH","priorValue":350612,"priorShares":1236},{"issuer":"ISHARES TR","titleOfClass":"MRGSTR MD CP GRW","cusip":"464288307","value":449045,"shares":4568,"shareType":"SH","priorValue":359445,"priorShares":4563},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":413116,"shares":994,"shareType":"SH","priorValue":322461,"priorShares":1192},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":401898,"shares":2940,"shareType":"SH","priorValue":496424,"priorShares":2926},{"issuer":"ISHARES TR","titleOfClass":"1 3 YR TREAS BD","cusip":"464287457","value":389271,"shares":4741,"shareType":"SH","priorValue":387985,"priorShares":4699},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":345409,"shares":294,"shareType":"SH","priorValue":256633,"priorShares":294},{"issuer":"ISHARES TR","titleOfClass":"ISHARES BIOTECH","cusip":"464287556","value":333995,"shares":1756,"shareType":"SH","priorValue":296498,"priorShares":1756},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL MAT","cusip":"46137V316","value":323434,"shares":8370,"shareType":"SH","priorValue":321901,"priorShares":8325},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":313155,"shares":5841,"shareType":"SH","priorValue":287915,"priorShares":5832},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":311576,"shares":908,"shareType":"SH","priorValue":274226,"priorShares":907},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":298809,"shares":2365,"shareType":"SH","priorValue":327653,"priorShares":2351},{"issuer":"HP INC","titleOfClass":"COM","cusip":"40434L105","value":293183,"shares":13363,"shareType":"SH","priorValue":252672,"priorShares":13153},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":275061,"shares":915,"shareType":"SH","priorValue":226586,"priorShares":914},{"issuer":"PROSHARES TR","titleOfClass":"PSHS ULTRA QQQ","cusip":"74347R206","value":266271,"shares":2752,"shareType":"SH"},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":243520,"shares":3225,"shareType":"SH","priorValue":284316,"priorShares":3225},{"issuer":"COLGATE PALMOLIVE CO","titleOfClass":"COM","cusip":"194162103","value":241533,"shares":2635,"shareType":"SH","priorValue":223205,"priorShares":2619},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":225881,"shares":1896,"shareType":"SH"},{"issuer":"XERIS BIOPHARMA HOLDINGS INC","titleOfClass":"COM","cusip":"98422E103","value":209722,"shares":26480,"shareType":"SH","priorValue":153584,"priorShares":26480},{"issuer":"PUBLIC SVC ENTERPRISE GROUP","titleOfClass":"COM","cusip":"744573106","value":207002,"shares":2551,"shareType":"SH","priorValue":204797,"priorShares":2530},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":205270,"shares":2225,"shareType":"SH","priorValue":215879,"priorShares":2297},{"issuer":"NEWELL BRANDS INC","titleOfClass":"COM","cusip":"651229106","value":69222,"shares":11274,"shareType":"SH","priorValue":38670,"priorShares":11274}]},"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."}