{"url":"https://nivawealth.com/firms/cairn-investment-group-143601","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143601","regulatoryAum":384958456,"crd":"143601","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4457364","suffix":null,"lastName":"FARRELLY","firstName":"MARK","middleName":"PATRICK"},{"crd":"4585346","suffix":null,"lastName":"MASON","firstName":"PATRICK","middleName":"JAMES"},{"crd":"4650900","suffix":null,"lastName":"MOSIER","firstName":"TIMOTHY","middleName":"ALLEN"}],"total":3,"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":"2021-03-22","regulatoryAum":217608443,"clients":294,"employees":5,"offices":1},{"filedOn":"2022-06-03","regulatoryAum":295119171,"clients":323,"employees":6,"offices":2},{"filedOn":"2023-07-25","regulatoryAum":290627773,"clients":323,"employees":6,"offices":3},{"filedOn":"2024-06-02","regulatoryAum":336564032,"clients":355,"employees":6,"offices":3},{"filedOn":"2025-04-22","regulatoryAum":350764864,"clients":352,"employees":6,"offices":3},{"filedOn":"2026-09-30","regulatoryAum":384958456,"clients":315,"employees":6,"offices":3}],"secFileNumber":"801-68016","legalName":"Cairn Investment Group, Inc.","displayName":"Cairn Investment Group","slug":"cairn-investment-group-143601","website":"https://cairnw.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/cairn-investment-group/","founded":"2007","organization":"Oregon corporation","fiscalYearEnd":"December","headquarters":{"street":"500 Broadway Street, Suite 480","city":"Vancouver","state":"WA","stateName":"Washington","country":"United States","postalCode":"98660"},"tradeNames":["Cairn Investment Group"],"registration":{"secApproved":"7 June 2007","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1240093.634304207,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":384958456,"discretionary":355535477,"discretionaryAccounts":774,"nonDiscretionary":29422979,"nonDiscretionaryAccounts":32,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":189,"regulatoryAum":57755949},{"label":"High-net-worth individuals","clients":120,"regulatoryAum":325432984},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":270823},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":1498700}],"feePrograms":[{"role":"main","program":"Investment Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059706","versionId":1059706,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-30","documentName":"FIRM BROCHURE ADV PART 2A","fee_rate_low":0.3,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Standalone Financial Planning","summary":"Fixed fee generally $2,500 to $7,000 for clients without an investment management relationship; hourly consulting afterwards is $300 to $450 an hour, both negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059706","versionId":1059706,"submittedOn":"2026-09-30","documentName":"FIRM BROCHURE ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:14:41.553136+00:00","documents":[{"name":"FIRM BROCHURE ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059706","versionId":1059706,"submittedOn":"2026-09-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Phoenix, AZ","smaAssets":380874528}],"custodyNote":"Cairn Investment Group has custody of $121M in client assets for 174 clients.","otherCustodians":[],"leadership":[{"name":"Timothy Mosier","title":"CCO President","crd":"4650900"},{"name":"Mark Farrelly","title":"Senior Advisor and Director of Financial Planning","crd":"4457364"},{"name":"Cherie King","title":"Director of Operations and Compliance","crd":"4368038"},{"name":"Patrick Mason","title":"Chief Investment Officer","crd":"4585346"}],"ownership":[{"label":"Timothy Mosier","detail":"Cco president in the 50% to 75% ownership band and a control person, since July 2007."},{"label":"Patrick Mason","detail":"Chief investment officer in the 10% to 25% ownership band and a control person, since January 2021."},{"label":"Mark Farrelly","detail":"Senior advisor and director of financial planning in the 10% to 25% ownership band, since March 2021."},{"label":"Cherie King","detail":"Director of operations and compliance in the 5% to 10% ownership band, since January 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":1,"addresses":[{"street":"111 SW Fifth Avenue","city":"Portland"}]},{"state":"Washington","offices":1,"addresses":[{"street":"500 Broadway Street, Suite 480","city":"Vancouver","headquarters":true}]}],"brochureServices":["divorce planning","education planning","estate planning","insurance","philanthropic planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-241-4901","stateRegisteredReps":3,"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","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":43},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":35},{"label":"Cash and cash equivalents","percent":16}],"privateFunds":0},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/143601/PDF/143601.pdf","brochureDate":"30 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059706","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 Cairn Investment Group have?","answer":"Cairn Investment Group has 315 clients and manages $385 million for them, as of September 2026. They include 189 individual clients, 120 high-net-worth individuals, and 5 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cairn Investment Group offer?","answer":"Cairn Investment Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, divorce planning, education planning, estate planning, insurance, and philanthropic 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 Cairn Investment Group charge?","answer":"Cairn Investment Group charges 0.30%–1.00% a year for its Investment Management. The fee is billed in advance and is negotiable.","source":"FIRM BROCHURE ADV PART 2A, filed 30 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cairn Investment Group use?","answer":"Cairn Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $381M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cairn Investment Group have?","answer":"Cairn Investment Group has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 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 Cairn Investment Group invest in?","answer":"At the end of its last fiscal year, Cairn Investment Group’s separately managed accounts held 43% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 4% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade 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 Cairn Investment Group?","answer":"Cairn Investment Group’s direct owners are Timothy Mosier (50% to 75%), Patrick Mason (10% to 25%), Mark Farrelly (10% to 25%) and Cherie King (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cairn Investment Group get paid?","answer":"Cairn Investment Group 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":"How do I contact Cairn Investment Group?","answer":"Cairn Investment Group’s main office is at 500 Broadway Street, Suite 480, Vancouver, WA 98660. Its phone number is 503-241-4901. Its website is cairnw.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/cairn-investment-group-143601/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-28","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1800358/000180035826000003/0001800358-26-000003-index.html","totalValue":226748,"positionCount":65,"top10Share":0.4953869493887487,"top10":[{"issuer":"Vanguard Total International S","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":26641,"shares":311629,"shareType":"SH","priorValue":23728,"priorShares":307719},{"issuer":"Vanguard INTL Equity Index","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":12973,"shares":217342,"shareType":"SH","priorValue":11622,"priorShares":215017},{"issuer":"SPDR Ser Tr","titleOfClass":"SPDR BLOOMBERG","cusip":"78468R663","value":12613,"shares":137640,"shareType":"SH","priorValue":9702,"priorShares":105875},{"issuer":"iShares Trust","titleOfClass":"MSCI BRAZIL ETF","cusip":"464286400","value":9810,"shares":284345,"shareType":"SH","priorValue":10933,"priorShares":284790},{"issuer":"Select Sector SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":9583,"shares":60400,"shareType":"SH"},{"issuer":"Goldman Sachs Group Inc","titleOfClass":"COM","cusip":"38141G104","value":9215,"shares":9111,"shareType":"SH","priorValue":7644,"priorShares":9036},{"issuer":"Acuity Brands Inc","titleOfClass":"COM","cusip":"00508Y102","value":8530,"shares":22647,"shareType":"SH","priorValue":6352,"priorShares":22667},{"issuer":"Apple Inc","titleOfClass":"COM","cusip":"037833100","value":8460,"shares":29235,"shareType":"SH","priorValue":9534,"priorShares":37565},{"issuer":"Expeditors INTL Wash Inc","titleOfClass":"COM","cusip":"302130109","value":7270,"shares":44608,"shareType":"SH","priorValue":6389,"priorShares":44608},{"issuer":"BorgWarner Inc","titleOfClass":"COM","cusip":"011536697","value":7233,"shares":108925,"shareType":"SH","priorValue":8612,"priorShares":158725}],"positionsListed":65,"positions":[{"issuer":"Vanguard Total International S","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":26641,"shares":311629,"shareType":"SH","priorValue":23728,"priorShares":307719},{"issuer":"Vanguard INTL Equity Index","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":12973,"shares":217342,"shareType":"SH","priorValue":11622,"priorShares":215017},{"issuer":"SPDR Ser Tr","titleOfClass":"SPDR BLOOMBERG","cusip":"78468R663","value":12613,"shares":137640,"shareType":"SH","priorValue":9702,"priorShares":105875},{"issuer":"iShares Trust","titleOfClass":"MSCI BRAZIL ETF","cusip":"464286400","value":9810,"shares":284345,"shareType":"SH","priorValue":10933,"priorShares":284790},{"issuer":"Select Sector SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":9583,"shares":60400,"shareType":"SH"},{"issuer":"Goldman Sachs Group Inc","titleOfClass":"COM","cusip":"38141G104","value":9215,"shares":9111,"shareType":"SH","priorValue":7644,"priorShares":9036},{"issuer":"Acuity Brands Inc","titleOfClass":"COM","cusip":"00508Y102","value":8530,"shares":22647,"shareType":"SH","priorValue":6352,"priorShares":22667},{"issuer":"Apple Inc","titleOfClass":"COM","cusip":"037833100","value":8460,"shares":29235,"shareType":"SH","priorValue":9534,"priorShares":37565},{"issuer":"Expeditors INTL Wash Inc","titleOfClass":"COM","cusip":"302130109","value":7270,"shares":44608,"shareType":"SH","priorValue":6389,"priorShares":44608},{"issuer":"BorgWarner Inc","titleOfClass":"COM","cusip":"011536697","value":7233,"shares":108925,"shareType":"SH","priorValue":8612,"priorShares":158725},{"issuer":"iShares Inc","titleOfClass":"MSCI MLY ETF","cusip":"46434G814","value":7099,"shares":263410,"shareType":"SH","priorValue":7494,"priorShares":263785},{"issuer":"Merck & Co Inc","titleOfClass":"COM","cusip":"58933Y105","value":7051,"shares":54875,"shareType":"SH","priorValue":6577,"priorShares":54675},{"issuer":"F5 Networks Inc","titleOfClass":"COM","cusip":"315616102","value":6322,"shares":15198,"shareType":"SH","priorValue":4420,"priorShares":15278},{"issuer":"Booking Holdings","titleOfClass":"COM","cusip":"09857L108","value":5861,"shares":32880,"shareType":"SH","priorValue":5398,"priorShares":1282},{"issuer":"Sysco Corp","titleOfClass":"COM","cusip":"009810862","value":5580,"shares":66760,"shareType":"SH","priorValue":4762,"priorShares":66760},{"issuer":"PepsiCo Inc","titleOfClass":"COM","cusip":"713448108","value":4983,"shares":36805,"shareType":"SH","priorValue":5580,"priorShares":35933},{"issuer":"Qualcomm Inc","titleOfClass":"COM","cusip":"747525103","value":4754,"shares":25728,"shareType":"SH","priorValue":4503,"priorShares":34963},{"issuer":"Cigna Group","titleOfClass":"COM","cusip":"125523100","value":4272,"shares":15498,"shareType":"SH","priorValue":4058,"priorShares":15211},{"issuer":"Ingredion Inc","titleOfClass":"COM","cusip":"457187102","value":4265,"shares":45035,"shareType":"SH"},{"issuer":"EOG Resources Inc","titleOfClass":"COM","cusip":"26875P101","value":4036,"shares":31114,"shareType":"SH","priorValue":4464,"priorShares":30881},{"issuer":"PACCAR Inc.","titleOfClass":"COM","cusip":"693718108","value":3939,"shares":32791,"shareType":"SH","priorValue":3731,"priorShares":32304},{"issuer":"Costco Wholesale Corp","titleOfClass":"COM","cusip":"22160K105","value":3846,"shares":4111,"shareType":"SH","priorValue":3897,"priorShares":3911},{"issuer":"Kroger Co","titleOfClass":"COM","cusip":"501044101","value":3196,"shares":57557,"shareType":"SH","priorValue":4165,"priorShares":57557},{"issuer":"Eli Lilly & Co","titleOfClass":"COM","cusip":"532457108","value":3131,"shares":2610,"shareType":"SH","priorValue":2562,"priorShares":2785},{"issuer":"Vaneck Vectors ETF Tr","titleOfClass":"GOLD MINERS ETF","cusip":"92189F106","value":2967,"shares":39330,"shareType":"SH","priorValue":3621,"priorShares":39460},{"issuer":"Comcast Corp","titleOfClass":"CL A","cusip":"20030N101","value":2883,"shares":117440,"shareType":"SH","priorValue":3213,"priorShares":111975},{"issuer":"Cisco Systems Inc","titleOfClass":"COM","cusip":"17275R102","value":2812,"shares":23936,"shareType":"SH","priorValue":1857,"priorShares":23936},{"issuer":"Gilead Sciences","titleOfClass":"COM","cusip":"375558103","value":2684,"shares":21247,"shareType":"SH","priorValue":2977,"priorShares":21363},{"issuer":"McKesson Corp.","titleOfClass":"COM","cusip":"58155Q103","value":2682,"shares":3550,"shareType":"SH","priorValue":3089,"priorShares":3570},{"issuer":"Cardinal Health Inc","titleOfClass":"COM","cusip":"14149Y108","value":2617,"shares":11015,"shareType":"SH","priorValue":2375,"priorShares":11240},{"issuer":"Cognizant Tech Solutions","titleOfClass":"CL A","cusip":"192446102","value":2355,"shares":60810,"shareType":"SH","priorValue":3549,"priorShares":57845},{"issuer":"Vanguard Russell 1000 Value","titleOfClass":"VNG RUS1000VAL","cusip":"92206C714","value":2312,"shares":21752,"shareType":"SH","priorValue":2053,"priorShares":21897},{"issuer":"Alphabet Inc. A","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2306,"shares":6454,"shareType":"SH","priorValue":1856,"priorShares":6454},{"issuer":"Fiserv Inc","titleOfClass":"COM","cusip":"337738108","value":2269,"shares":46255,"shareType":"SH","priorValue":2586,"priorShares":46350},{"issuer":"Berkshire Hathaway Inc B","titleOfClass":"CL B NEW","cusip":"084670702","value":1820,"shares":3637,"shareType":"SH","priorValue":1743,"priorShares":3637},{"issuer":"Biogen Inc","titleOfClass":"COM","cusip":"09062X103","value":1738,"shares":8043,"shareType":"SH","priorValue":1475,"priorShares":8043},{"issuer":"Edwards Lifesciences","titleOfClass":"COM","cusip":"28176E108","value":1610,"shares":17800,"shareType":"SH","priorValue":1425,"priorShares":17800},{"issuer":"U.S. Bancorp","titleOfClass":"COM","cusip":"902973304","value":1571,"shares":26013,"shareType":"SH","priorValue":1380,"priorShares":26538},{"issuer":"Microsoft Corp","titleOfClass":"COM","cusip":"594918104","value":1518,"shares":4070,"shareType":"SH","priorValue":1025,"priorShares":2770},{"issuer":"JPMorgan Chase & Co","titleOfClass":"COM","cusip":"46615H100","value":1230,"shares":3757,"shareType":"SH","priorValue":1046,"priorShares":3557},{"issuer":"Goldman Sachs ETF Tr","titleOfClass":"TREASURYACCESS","cusip":"381430529","value":793,"shares":7920,"shareType":"SH","priorValue":794,"priorShares":7920},{"issuer":"Pacer FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":769,"shares":12370,"shareType":"SH","priorValue":740,"priorShares":11835},{"issuer":"Amazon Com Inc","titleOfClass":"COM","cusip":"023135106","value":688,"shares":2885,"shareType":"SH","priorValue":455,"priorShares":2185},{"issuer":"Exxon Mobil Corp","titleOfClass":"COM","cusip":"30231G102","value":654,"shares":4784,"shareType":"SH","priorValue":812,"priorShares":4784},{"issuer":"American Express Co","titleOfClass":"COM","cusip":"025816109","value":643,"shares":1900,"shareType":"SH","priorValue":575,"priorShares":1900},{"issuer":"Visa Inc","titleOfClass":"COM CL A","cusip":"92826C839","value":563,"shares":1640,"shareType":"SH","priorValue":496,"priorShares":1640},{"issuer":"3M Company","titleOfClass":"COM","cusip":"88579Y101","value":546,"shares":3370,"shareType":"SH","priorValue":489,"priorShares":3370},{"issuer":"Emerson Elec Co","titleOfClass":"COM","cusip":"291011104","value":452,"shares":3160,"shareType":"SH","priorValue":414,"priorShares":3160},{"issuer":"Novo Nordisk A/S ADR","titleOfClass":"ADR","cusip":"670100205","value":447,"shares":9333,"shareType":"SH","priorValue":346,"priorShares":9408},{"issuer":"Vanguard Specialized Funds","titleOfClass":"DIV APP ETF","cusip":"921908844","value":415,"shares":1752,"shareType":"SH","priorValue":377,"priorShares":1752},{"issuer":"iShares Trust","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":407,"shares":4211,"shareType":"SH","priorValue":381,"priorShares":4211},{"issuer":"Ameriprise Financial Inc","titleOfClass":"COM","cusip":"03076C106","value":373,"shares":814,"shareType":"SH","priorValue":362,"priorShares":814},{"issuer":"Walt Disney Co","titleOfClass":"COM","cusip":"254687106","value":366,"shares":3810,"shareType":"SH","priorValue":367,"priorShares":3810},{"issuer":"iShares Trust","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":356,"shares":475,"shareType":"SH","priorValue":310,"priorShares":475},{"issuer":"UnitedHealth Group Inc","titleOfClass":"COM","cusip":"91324P102","value":350,"shares":841,"shareType":"SH","priorValue":228,"priorShares":841},{"issuer":"Cintas Corp","titleOfClass":"COM","cusip":"172908105","value":326,"shares":1917,"shareType":"SH","priorValue":324,"priorShares":1917},{"issuer":"iShares Short Treasury","titleOfClass":"SHORT TREAS BD","cusip":"464288679","value":317,"shares":2875,"shareType":"SH","priorValue":317,"priorShares":2875},{"issuer":"Union Pacific Corp","titleOfClass":"COM","cusip":"907818108","value":302,"shares":1110,"shareType":"SH","priorValue":269,"priorShares":1110},{"issuer":"Schwab Strategic TR","titleOfClass":"SHT TM US TRES","cusip":"808524862","value":301,"shares":12474,"shareType":"SH"},{"issuer":"Teledyne Technologies Inc","titleOfClass":"COM","cusip":"879360105","value":297,"shares":446,"shareType":"SH","priorValue":270,"priorShares":446},{"issuer":"Boeing Co","titleOfClass":"COM","cusip":"097023105","value":288,"shares":1331,"shareType":"SH","priorValue":265,"priorShares":1331},{"issuer":"Bank Amer Corp","titleOfClass":"COM","cusip":"060505104","value":272,"shares":4768,"shareType":"SH","priorValue":232,"priorShares":4768},{"issuer":"iShares Trust","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":272,"shares":1742,"shareType":"SH","priorValue":264,"priorShares":1742},{"issuer":"Johnson & Johnson","titleOfClass":"COM","cusip":"478160104","value":269,"shares":1060,"shareType":"SH","priorValue":218,"priorShares":890},{"issuer":"AbbVie Inc","titleOfClass":"COM","cusip":"00287Y109","value":245,"shares":973,"shareType":"SH","priorValue":212,"priorShares":973}]},"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."}