{"url":"https://nivawealth.com/firms/burton-enright-welch-118376","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/118376","regulatoryAum":1553063539,"crd":"118376","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8312509","suffix":null,"lastName":"Binunsky","firstName":"Eugene","middleName":"Daniel"},{"crd":"1609642","suffix":null,"lastName":"BURTON","firstName":"PETER","middleName":"MICHAEL"},{"crd":"7892274","suffix":null,"lastName":"de Haan","firstName":"Gerwin","middleName":null},{"crd":"736439","suffix":null,"lastName":"ENRIGHT","firstName":"ROBERT","middleName":"DANIEL"},{"crd":"5848324","suffix":null,"lastName":"ESPINEIRA","firstName":"DAVID","middleName":"ANTHONY"},{"crd":"5095941","suffix":null,"lastName":"HUGHES","firstName":"CHRISTOPHER","middleName":"STEPHEN"},{"crd":"7453326","suffix":null,"lastName":"Klopstock","firstName":"Annie","middleName":"Claire"},{"crd":"7435930","suffix":null,"lastName":"Kovacs","firstName":"Sydney","middleName":"Irene"},{"crd":"6260565","suffix":null,"lastName":"PETERS","firstName":"BENJAMIN","middleName":"ROSS"},{"crd":"5932738","suffix":null,"lastName":"RANDALL","firstName":"KELLY","middleName":"METZLER"},{"crd":"7504281","suffix":null,"lastName":"Soderberg","firstName":"Alex","middleName":"Kyle"},{"crd":"4812552","suffix":null,"lastName":"WELCH","firstName":"JEREMY","middleName":"ADAM"}],"total":12,"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":"2021-04-08","regulatoryAum":869510634,"clients":530,"employees":11,"offices":1},{"filedOn":"2022-06-27","regulatoryAum":1035154309,"clients":551,"employees":16,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":922643880,"clients":597,"employees":17,"offices":1},{"filedOn":"2024-05-14","regulatoryAum":1133790712,"clients":620,"employees":16,"offices":1},{"filedOn":"2025-02-19","regulatoryAum":1245864655,"clients":642,"employees":17,"offices":1},{"filedOn":"2026-07-29","regulatoryAum":1553063539,"clients":652,"employees":19,"offices":1}],"secFileNumber":"801-68890","legalName":"Burton Enright Welch","displayName":"Burton Enright Welch","slug":"burton-enright-welch-118376","website":"https://bewinvest.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/118376/db34f4a1b678d7df-r1.webp","tone":"light","width":1046,"height":200,"sourceUrl":"https://bewinvest.com/","sourceLabel":"Burton Enright Welch, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/burton-enright-welch/about/","founded":null,"organization":"California partnership","fiscalYearEnd":"December","headquarters":{"street":"1850 MT. Diablo Boulevard, Suite 335","city":"Walnut Creek","state":"CA","stateName":"California","country":"United States","postalCode":"94596"},"tradeNames":[],"registration":{"secApproved":"11 March 2008","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2268682.5375816994,"staff":{"employees":19,"advisory":11,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":1553063539,"discretionary":1408307907,"discretionaryAccounts":2312,"nonDiscretionary":144755632,"nonDiscretionaryAccounts":38,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":241,"regulatoryAum":108615541},{"label":"High-net-worth individuals","clients":371,"regulatoryAum":1279818172},{"label":"Pension and profit-sharing plans","clients":40,"regulatoryAum":160740875},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":3888951}],"feePrograms":[{"role":"main","program":"Standard tiered fee schedule","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024119","versionId":1024119,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-23","documentName":"BURTON ENRIGHT WELCH FORM ADV PART 2A - MARCH 2026","fee_rate_low":0.3,"fee_rate_high":1.5,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Financial planning and consulting are billed hourly at $350 or as a flat fee generally from $2,500 to $10,000, with a 50% retainer.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024119","versionId":1024119,"submittedOn":"2026-03-23","documentName":"BURTON ENRIGHT WELCH FORM ADV PART 2A - MARCH 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:26:17.064856+00:00","documents":[{"name":"BURTON ENRIGHT WELCH FORM ADV PART 2A - MARCH 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024119","versionId":1024119,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":1379875400}],"custodyNote":"Burton Enright Welch does not have custody of client assets.","leadership":[{"name":"Benjamin Peters","title":"Chief Compliance Officer","crd":"6260565"}],"ownership":[{"label":"PMB Asset Management","detail":"Partner in the 25% to 50% ownership band and a control person, since January 2010."},{"label":"Rde Asset Management","detail":"Partner in the 25% to 50% ownership band and a control person, since January 2010."},{"label":"Jaw Asset Management","detail":"Partner in the 25% to 50% ownership band and a control person, since January 2010."},{"label":"BRP Asset Management","detail":"Partner in the 10% to 25% ownership band, since April 2021."},{"label":"Robert Enright","detail":"Indirect owner: a president of Rde Asset Management in the 75% or more band and a control person, since January 2010.","parent":"Rde Asset Management"},{"label":"Peter Burton","detail":"Indirect owner: a president of PMB Asset Managment in the 75% or more band and a control person, since January 2010.","parent":"PMB Asset Managment"},{"label":"Jeremy Welch","detail":"Indirect owner: a president of Jaw Asset Management in the 75% or more band and a control person, since January 2010.","parent":"Jaw Asset Management"},{"label":"Benjamin Peters","detail":"Indirect owner: a owner of BRP Asset Management in the 75% or more band and a control person, since April 2021.","parent":"BRP Asset Management"},{"label":"Kelly Metzler","detail":"Indirect owner: a owner of KMR Asset Management, Inc. in the 75% or more band, since April 2024.","parent":"KMR Asset Management, Inc."},{"label":"Christopher Hughes","detail":"Indirect owner: a owner of CSH Asset Management in the 75% or more band, since April 2024.","parent":"CSH Asset Management"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1850 MT. Diablo Boulevard, Suite 335","city":"Walnut Creek","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"925-932-8010","stateRegisteredReps":11,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":53},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":43},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"29 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/118376/PDF/118376.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024119","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 Burton Enright Welch have?","answer":"Burton Enright Welch has 652 clients and manages $1.55 billion for them, as of July 2026. They include 371 high-net-worth individuals, 241 individual clients, and 40 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Burton Enright Welch offer?","answer":"Burton Enright Welch provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, 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 Burton Enright Welch charge?","answer":"Burton Enright Welch charges 0.30%–1.50% a year for its Standard tiered fee schedule. The fee is billed in advance or in arrears.","source":"BURTON ENRIGHT WELCH FORM ADV PART 2A - MARCH 2026, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Burton Enright Welch use?","answer":"Burton Enright Welch’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.38B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Burton Enright Welch have?","answer":"Burton Enright Welch has 11 investment adviser representatives registered with state securities authorities, out of 19 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 Burton Enright Welch invest in?","answer":"At the end of its last fiscal year, Burton Enright Welch’s separately managed accounts held 53% exchange-traded equities, 43% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% U.S. government and agency 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 Burton Enright Welch?","answer":"Burton Enright Welch is owned through holding companies by Robert Enright, Jeremy Welch and Benjamin Peters. Its direct owners are PMB Asset Management (25% to 50%), Rde Asset Management (25% to 50%), Jaw Asset Management (25% to 50%), BRP Asset Management (10% to 25%), Peter Burton (75% or more), Kelly Metzler (75% or more) and Christopher Hughes (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Burton Enright Welch get paid?","answer":"Burton Enright Welch is paid through a percentage of assets under management, hourly charges and fixed fees. 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":"Is Burton Enright Welch registered with the SEC?","answer":"Yes, Burton Enright Welch has been registered with the SEC as an investment adviser since 11 March 2008. Its CRD number is 118376 and its SEC file number is 801-68890.","source":"Form ADV Part 1A, Item 1, filed 29 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Burton Enright Welch?","answer":"Burton Enright Welch’s main office is at 1850 MT. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596. Its phone number is 925-932-8010. Its website is bewinvest.com.","source":"Form ADV Part 1A, Item 1.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/burton-enright-welch-118376/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-17","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2105919/000210591926000020/0002105919-26-000020-index.html","totalValue":851518797,"positionCount":136,"top10Share":0.6779572806071597,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":176403422,"shares":3976632,"shareType":"SH","priorValue":145495787,"priorShares":3744102},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":63376968,"shares":507991,"shareType":"SH","priorValue":53865293,"priorShares":487601},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":57135896,"shares":554449,"shareType":"SH","priorValue":55660998,"priorShares":557390},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":56887512,"shares":1174634,"shareType":"SH","priorValue":49076687,"priorShares":1021367},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US HIGH PROF ETF","cusip":"25434V831","value":49865892,"shares":1194965,"shareType":"SH","priorValue":40929059,"priorShares":1113413},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":46145772,"shares":1238480,"shareType":"SH","priorValue":40576066,"priorShares":1142023},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":43614372,"shares":1073188,"shareType":"SH","priorValue":35642726,"priorShares":1031628},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":34014188,"shares":265570,"shareType":"SH","priorValue":29522174,"priorShares":265535},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"CORE BD ETF","cusip":"922020748","value":28618006,"shares":370543,"shareType":"SH","priorValue":22649109,"priorShares":292700},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":21231340,"shares":422683,"shareType":"SH","priorValue":18330198,"priorShares":366971}],"positionsListed":136,"positions":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":176403422,"shares":3976632,"shareType":"SH","priorValue":145495787,"priorShares":3744102},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":63376968,"shares":507991,"shareType":"SH","priorValue":53865293,"priorShares":487601},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":57135896,"shares":554449,"shareType":"SH","priorValue":55660998,"priorShares":557390},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":56887512,"shares":1174634,"shareType":"SH","priorValue":49076687,"priorShares":1021367},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US HIGH PROF ETF","cusip":"25434V831","value":49865892,"shares":1194965,"shareType":"SH","priorValue":40929059,"priorShares":1113413},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":46145772,"shares":1238480,"shareType":"SH","priorValue":40576066,"priorShares":1142023},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":43614372,"shares":1073188,"shareType":"SH","priorValue":35642726,"priorShares":1031628},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":34014188,"shares":265570,"shareType":"SH","priorValue":29522174,"priorShares":265535},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"CORE BD ETF","cusip":"922020748","value":28618006,"shares":370543,"shareType":"SH","priorValue":22649109,"priorShares":292700},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":21231340,"shares":422683,"shareType":"SH","priorValue":18330198,"priorShares":366971},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":19644204,"shares":220226,"shareType":"SH","priorValue":19017821,"priorShares":224161},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US REAL ESTA ETF","cusip":"25434V823","value":19630761,"shares":750411,"shareType":"SH","priorValue":16510456,"priorShares":698117},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":16533042,"shares":171345,"shareType":"SH","priorValue":14825265,"priorShares":183982},{"issuer":"CAPITAL GROUP INTL FOCUS EQT","titleOfClass":"SHS CREAT UNIT","cusip":"14019W109","value":15430780,"shares":445713,"shareType":"SH","priorValue":10275632,"priorShares":348445},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":13131078,"shares":79217,"shareType":"SH","priorValue":16683666,"priorShares":80636},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":9757778,"shares":33722,"shareType":"SH","priorValue":8333665,"priorShares":32837},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":8874522,"shares":11745,"shareType":"SH","priorValue":10433646,"priorShares":12057},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EUROPE ETF","cusip":"922042874","value":7752564,"shares":87560,"shareType":"SH","priorValue":7506365,"priorShares":91064},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":6092604,"shares":30449,"shareType":"SH","priorValue":2889450,"priorShares":16568},{"issuer":"LINCOLN ELEC HLDGS INC","titleOfClass":"COM","cusip":"533900106","value":6044070,"shares":22764,"shareType":"SH","priorValue":5670058,"priorShares":22764},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"US QUALTY FCTR","cusip":"46641Q761","value":5793760,"shares":80157,"shareType":"SH","priorValue":4960671,"priorShares":80898},{"issuer":"CAPITAL GROUP INTERNATIONAL","titleOfClass":"SHS","cusip":"14021M107","value":5238074,"shares":142416,"shareType":"SH","priorValue":5006218,"priorShares":148025},{"issuer":"VANGUARD INSTL INDEX FD","titleOfClass":"0 3 MO TR BI ETF","cusip":"922040845","value":4777511,"shares":63128,"shareType":"SH","priorValue":3117358,"priorShares":41208},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMGR CRE EQT MNG","cusip":"25434V302","value":4621171,"shares":114926,"shareType":"SH","priorValue":3938860,"priorShares":116328},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":4240554,"shares":60666,"shareType":"SH","priorValue":3891760,"priorShares":62318},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQT MKT","cusip":"25434V104","value":4109611,"shares":79505,"shareType":"SH","priorValue":3887900,"priorShares":86168},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 1 ETF","cusip":"25434V625","value":3875851,"shares":47278,"shareType":"SH","priorValue":3576754,"priorShares":49622},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":3463762,"shares":89295,"shareType":"SH","priorValue":3127569,"priorShares":89257},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":3370696,"shares":8923,"shareType":"SH","priorValue":2732974,"priorShares":8830},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SUSTAINABILTY","cusip":"25434V716","value":3147292,"shares":67495,"shareType":"SH","priorValue":2887682,"priorShares":70277},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":3131788,"shares":13140,"shareType":"SH","priorValue":2643572,"priorShares":12693},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":3116806,"shares":107587,"shareType":"SH","priorValue":2950275,"priorShares":110996},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3103103,"shares":8319,"shareType":"SH","priorValue":3120003,"priorShares":8429},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"SHORT TRM TAX EX","cusip":"921935870","value":3094312,"shares":30543,"shareType":"SH","priorValue":2058907,"priorShares":20357},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":3065846,"shares":76398,"shareType":"SH","priorValue":3027409,"priorShares":76760},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":3052603,"shares":53573,"shareType":"SH","priorValue":2628582,"priorShares":53920},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":2724600,"shares":3967,"shareType":"SH","priorValue":2220514,"priorShares":3716},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2712710,"shares":7591,"shareType":"SH","priorValue":2402866,"priorShares":8356},{"issuer":"VANGUARD CALIF TAX FREE FDS","titleOfClass":"TAX EXEMPT BD FD","cusip":"922021605","value":2662882,"shares":26470,"shareType":"SH","priorValue":1965153,"priorShares":19834},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":2644313,"shares":6287,"shareType":"SH","priorValue":2300761,"priorShares":6189},{"issuer":"CONNECTONE BANCORP INC","titleOfClass":"COM","cusip":"20786W107","value":2591734,"shares":77504,"shareType":"SH","priorValue":2072668,"priorShares":77425},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":2581559,"shares":62583,"shareType":"SH","priorValue":2449458,"priorShares":62871},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":2471568,"shares":6995,"shareType":"SH","priorValue":1970197,"priorShares":6868},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":2419875,"shares":11028,"shareType":"SH","priorValue":2112212,"priorShares":11012},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":2413876,"shares":3223,"shareType":"SH","priorValue":2113311,"priorShares":3235},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":2371661,"shares":1977,"shareType":"SH","priorValue":2328202,"priorShares":2531},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EURO","cusip":"46434V738","value":2173231,"shares":28911,"shareType":"SH","priorValue":2114951,"priorShares":30097},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":2003505,"shares":14349,"shareType":"SH","priorValue":623278,"priorShares":14124},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":1865445,"shares":2498,"shareType":"SH","priorValue":1273924,"priorShares":1959},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"CORE TAX EXEMPT","cusip":"922907712","value":1783657,"shares":23346,"shareType":"SH","priorValue":1607936,"priorShares":21396},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"CORE-PLUS BD ETF","cusip":"922020755","value":1757946,"shares":22661,"shareType":"SH","priorValue":1423679,"priorShares":18349},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS RESPON U","cusip":"025072281","value":1693831,"shares":19135,"shareType":"SH","priorValue":1431632,"priorShares":19366},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"SHORT TAX EXEMPT","cusip":"922907696","value":1638870,"shares":21387,"shareType":"SH","priorValue":1182096,"priorShares":15495},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1618762,"shares":3235,"shareType":"SH","priorValue":1530086,"priorShares":3193},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1593091,"shares":1496,"shareType":"SH","priorValue":1184546,"priorShares":1672},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"MUN INM ETF","cusip":"14020Y201","value":1592334,"shares":57966,"shareType":"SH","priorValue":1183449,"priorShares":43589},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":1565896,"shares":6360,"shareType":"SH","priorValue":1308888,"priorShares":6360},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":1461590,"shares":15157,"shareType":"SH","priorValue":1485016,"priorShares":16742},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":1383479,"shares":2456,"shareType":"SH","priorValue":1176328,"priorShares":2056},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":1350926,"shares":1444,"shareType":"SH","priorValue":1538595,"priorShares":1544},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1302713,"shares":3797,"shareType":"SH","priorValue":1250065,"priorShares":4136},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMER MARK SU ETF","cusip":"25434V682","value":1236016,"shares":25287,"shareType":"SH","priorValue":1135932,"priorShares":26810},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN RE INTL ETF","cusip":"025072299","value":1213445,"shares":15190,"shareType":"SH","priorValue":1119065,"priorShares":15195},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"SHOR DUR MUN ETF","cusip":"14020Y607","value":1164206,"shares":44124,"shareType":"SH","priorValue":1139050,"priorShares":43343},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1152723,"shares":16179,"shareType":"SH","priorValue":1053576,"priorShares":16442},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":1016650,"shares":35105,"shareType":"SH","priorValue":881916,"priorShares":35136},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CALIF MUN BD ETF","cusip":"25434V633","value":995622,"shares":19841,"shareType":"SH","priorValue":914499,"priorShares":18345},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVA RES MAR ETF","cusip":"025072315","value":927617,"shares":11335,"shareType":"SH","priorValue":770931,"priorShares":11581},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":893467,"shares":3518,"shareType":"SH","priorValue":913473,"priorShares":3737},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":888172,"shares":2713,"shareType":"SH","priorValue":1013200,"priorShares":3444},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":875355,"shares":10239,"shareType":"SH","priorValue":792865,"priorShares":10282},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":873667,"shares":7036,"shareType":"SH","priorValue":759441,"priorShares":1781},{"issuer":"WILLIAMS SONOMA INC","titleOfClass":"COM","cusip":"969904101","value":841958,"shares":3612,"shareType":"SH","priorValue":695225,"priorShares":3813},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":835087,"shares":2225,"shareType":"SH","priorValue":707458,"priorShares":2546},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":720593,"shares":9345,"shareType":"SH","priorValue":780715,"priorShares":11561},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":719259,"shares":6123,"shareType":"SH","priorValue":474264,"priorShares":6112},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":706738,"shares":2004,"shareType":"SH","priorValue":733066,"priorShares":2229},{"issuer":"EXPEDITORS INTL WASH INC","titleOfClass":"COM","cusip":"302130109","value":686309,"shares":4211,"shareType":"SH","priorValue":602712,"priorShares":4208},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":679076,"shares":2801,"shareType":"SH","priorValue":608558,"priorShares":2848},{"issuer":"VANGUARD INSTL INDEX FD","titleOfClass":"ULTR SHOR TR ETF","cusip":"922040852","value":676776,"shares":8945,"shareType":"SH","priorValue":572083,"priorShares":7561},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":673600,"shares":4596,"shareType":"SH","priorValue":670731,"priorShares":4559},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":655036,"shares":4264,"shareType":"SH","priorValue":256356,"priorShares":3137},{"issuer":"CAPITAL GROUP INTERNATIONAL","titleOfClass":"SHS","cusip":"14021T102","value":634315,"shares":17431,"shareType":"SH","priorValue":577141,"priorShares":17431},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":628186,"shares":7601,"shareType":"SH","priorValue":557067,"priorShares":6997},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":616943,"shares":2755,"shareType":"SH","priorValue":559928,"priorShares":2756},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":572778,"shares":986,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":566410,"shares":1531,"shareType":"SH","priorValue":430676,"priorShares":1342},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":552794,"shares":7530,"shareType":"SH","priorValue":659177,"priorShares":8951},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":551059,"shares":9232,"shareType":"SH","priorValue":522116,"priorShares":9660},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":549625,"shares":1471,"shareType":"SH","priorValue":392070,"priorShares":1382},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":548757,"shares":759,"shareType":"SH","priorValue":371868,"priorShares":1088},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":545835,"shares":1734,"shareType":"SH","priorValue":561787,"priorShares":1710},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATIONAL","cusip":"25434V690","value":532902,"shares":11816,"shareType":"SH","priorValue":500914,"priorShares":11814},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"NATL MUN BD ETF","cusip":"25434V849","value":508726,"shares":10525,"shareType":"SH","priorValue":487736,"priorShares":10176},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":500580,"shares":3189,"shareType":"SH","priorValue":429315,"priorShares":3104},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":497074,"shares":3636,"shareType":"SH","priorValue":704547,"priorShares":4153},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 GRTH IDX F","cusip":"921932505","value":486718,"shares":5891,"shareType":"SH","priorValue":393829,"priorShares":966},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":461583,"shares":15684,"shareType":"SH","priorValue":402140,"priorShares":15684},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":460845,"shares":392,"shareType":"SH","priorValue":302024,"priorShares":346},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":445017,"shares":3035,"shareType":"SH","priorValue":470960,"priorShares":3261},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":444442,"shares":604,"shareType":"SH","priorValue":377207,"priorShares":654},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":440459,"shares":3889,"shareType":"SH","priorValue":601008,"priorShares":4836},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":426534,"shares":1261,"shareType":"SH","priorValue":460073,"priorShares":1521},{"issuer":"SPROTT ASSET MANAGEMENT LP","titleOfClass":"PHYSICAL GOLD TR","cusip":"85207H104","value":424523,"shares":14071,"shareType":"SH","priorValue":498677,"priorShares":14071},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"VANGUARD ULTRA","cusip":"92203C303","value":421884,"shares":8475,"shareType":"SH","priorValue":435447,"priorShares":8747},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":421835,"shares":3115,"shareType":"SH","priorValue":511754,"priorShares":3295},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":417516,"shares":4323,"shareType":"SH","priorValue":391362,"priorShares":4323},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":415432,"shares":7138,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":410457,"shares":1896,"shareType":"SH","priorValue":355667,"priorShares":1787},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":393539,"shares":4089,"shareType":"SH","priorValue":405360,"priorShares":4206},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":384379,"shares":333,"shareType":"SH"},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":365732,"shares":1227,"shareType":"SH","priorValue":224426,"priorShares":1156},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":365382,"shares":1452,"shareType":"SH","priorValue":337980,"priorShares":1554},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP E","cusip":"25434V773","value":361930,"shares":10332,"shareType":"SH","priorValue":347879,"priorShares":10332},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":357781,"shares":9903,"shareType":"SH","priorValue":287968,"priorShares":9903},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":355532,"shares":1315,"shareType":"SH","priorValue":425246,"priorShares":1368},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":334750,"shares":1190,"shareType":"SH","priorValue":248303,"priorShares":1024},{"issuer":"INVESCO LTD","titleOfClass":"SHS","cusip":"G491BT108","value":323674,"shares":12265,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":318655,"shares":11504,"shareType":"SH","priorValue":284917,"priorShares":11512},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":316217,"shares":2646,"shareType":"SH","priorValue":230749,"priorShares":331},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":303178,"shares":3700,"shareType":"SH","priorValue":264069,"priorShares":3724},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":299056,"shares":752,"shareType":"SH","priorValue":380317,"priorShares":825},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":296332,"shares":293,"shareType":"SH","priorValue":330783,"priorShares":391},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"SHOR DURA BD ETF","cusip":"922020730","value":274519,"shares":3596,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CORE FIXE IN ETF","cusip":"25434V872","value":262420,"shares":6217,"shareType":"SH","priorValue":259231,"priorShares":6140},{"issuer":"EVERGY INC","titleOfClass":"COM","cusip":"30034W106","value":253413,"shares":2932,"shareType":"SH","priorValue":238552,"priorShares":2912},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":240086,"shares":663,"shareType":"SH","priorValue":230814,"priorShares":656},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":238458,"shares":468,"shareType":"SH","priorValue":268954,"priorShares":445},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":235583,"shares":245,"shareType":"SH","priorValue":208692,"priorShares":217},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":233185,"shares":633,"shareType":"SH","priorValue":220739,"priorShares":513},{"issuer":"BROADRIDGE FINL SOLUTIONS IN","titleOfClass":"COM","cusip":"11133T103","value":232131,"shares":1695,"shareType":"SH","priorValue":273129,"priorShares":1681},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":229944,"shares":1100,"shareType":"SH"},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":228987,"shares":1782,"shareType":"SH","priorValue":262714,"priorShares":2184},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":224579,"shares":10849,"shareType":"SH","priorValue":338436,"priorShares":11674},{"issuer":"FEDEX CORP","titleOfClass":"COM","cusip":"31428X106","value":204474,"shares":653,"shareType":"SH","priorValue":230093,"priorShares":646},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":202715,"shares":2516,"shareType":"SH"}]},"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."}