{"url":"https://nivawealth.com/firms/centerline-wealth-advisors-164485","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164485","regulatoryAum":326036978,"crd":"164485","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2424616","suffix":null,"lastName":"ARNOLD","firstName":"ANDREW","middleName":"WILLIAM"},{"crd":"4586784","suffix":null,"lastName":"HUNT","firstName":"MATTHEW","middleName":"CHARLES"},{"crd":"7373001","suffix":null,"lastName":"Wilson","firstName":"Jack","middleName":"Kelly"},{"crd":"6581954","suffix":null,"lastName":"WOOD","firstName":"JEFFREY","middleName":"ALLEN"}],"total":4,"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":"2021-05-04","regulatoryAum":200415125,"clients":253,"employees":4,"offices":1},{"filedOn":"2022-05-26","regulatoryAum":231139543,"clients":266,"employees":5,"offices":1},{"filedOn":"2023-01-11","regulatoryAum":207812779,"clients":267,"employees":7,"offices":1},{"filedOn":"2024-02-16","regulatoryAum":260999907,"clients":282,"employees":7,"offices":1},{"filedOn":"2025-02-07","regulatoryAum":293280909,"clients":274,"employees":7,"offices":1},{"filedOn":"2026-02-27","regulatoryAum":326036978,"clients":268,"employees":8,"offices":1}],"secFileNumber":"801-76852","legalName":"Centerline Wealth Advisors, LLC","displayName":"Centerline Wealth Advisors","slug":"centerline-wealth-advisors-164485","website":"https://centerlinewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/164485/7fe4b7aedfd8164e-r1.webp","tone":"dark","width":871,"height":200,"sourceUrl":"https://www.centerlinewealth.com/","sourceLabel":"Centerline Wealth Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/10421975","xUrl":"https://twitter.com/centerlinewa","founded":"2015","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10200 Forest Green BLVD., Suite 306","city":"Louisville","state":"KY","stateName":"Kentucky","country":"United States","postalCode":"40223"},"tradeNames":[],"registration":{"secApproved":"28 June 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1208479.5675675676,"staff":{"employees":8,"advisory":4,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":326036978,"discretionary":325307864,"discretionaryAccounts":818,"nonDiscretionary":729114,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":162,"regulatoryAum":12255988},{"label":"High-net-worth individuals","clients":97,"regulatoryAum":300740220},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":729114},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":9074518},{"label":"Other","clients":1,"fewerThan5":true,"regulatoryAum":3237138}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012702","versionId":1012702,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-27","documentName":"CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE","fee_rate_low":0.4,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning and consulting are billed hourly or as a flat fee, negotiable and not exceeding $25,000, with up to 50% due upfront.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012702","versionId":1012702,"submittedOn":"2026-02-27","documentName":"CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting is a percentage of managed plan assets, not to exceed 1.00%, set case by case.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012702","versionId":1012702,"submittedOn":"2026-02-27","documentName":"CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:44:54.996532+00:00","documents":[{"name":"CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012702","versionId":1012702,"submittedOn":"2026-02-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Phoenix, AZ","smaAssets":352671595}],"custodyNote":"Centerline Wealth Advisors has custody of $191M for 270 clients.","otherCustodians":[],"leadership":[{"name":"Andrew Arnold","title":"Managing Member/Chief Executive Officer","crd":"2424616"},{"name":"Matthew Hunt","title":"Chief Operations Officer & Chief Compliance Officer","crd":"4586784"}],"ownership":[{"label":"Andrew Arnold","detail":"Managing member/chief executive officer in the 75% or more ownership band and a control person, since January 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Kentucky","offices":1,"addresses":[{"street":"10200 Forest Green BLVD., Suite 306","city":"Louisville","headquarters":true}]}],"brochureServices":["business succession planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"502-242-1561","stateRegisteredReps":4,"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","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":94},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"27 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/164485/PDF/164485.pdf","brochureDate":"27 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012702","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 Centerline Wealth Advisors have?","answer":"Centerline Wealth Advisors has 268 clients and manages $326 million for them, as of February 2026. They include 162 individual clients, 97 high-net-worth individuals, and 7 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Centerline Wealth Advisors offer?","answer":"Centerline Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, business succession 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 Centerline Wealth Advisors charge?","answer":"Centerline Wealth Advisors charges 0.40%–2.00% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.","source":"CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Centerline Wealth Advisors use?","answer":"Centerline Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $353M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Centerline Wealth Advisors have?","answer":"Centerline Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Centerline Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Centerline Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities 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":"Does Centerline Wealth Advisors have a minimum investment?","answer":"Yes, Centerline Wealth Advisors’ minimum account size for its Wealth Management Services is $1M.","source":"CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Centerline Wealth Advisors?","answer":"Centerline Wealth Advisors’ direct owner is Andrew Arnold (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Centerline Wealth Advisors get paid?","answer":"Centerline Wealth Advisors 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 Centerline Wealth Advisors?","answer":"Centerline Wealth Advisors’ main office is at 10200 Forest Green BLVD., Suite 306, Louisville, KY 40223. Its phone number is 502-242-1561. Its website is centerlinewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/centerline-wealth-advisors-164485/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-17","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1802059/000180205926000009/0001802059-26-000009-index.html","totalValue":319163593,"positionCount":79,"top10Share":0.5422321116682002,"top10":[{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":28682756,"shares":421743,"shareType":"SH","priorValue":24767216,"priorShares":425700},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"BLUE CHIP GRWTH","cusip":"316092352","value":25582847,"shares":411896,"shareType":"SH","priorValue":22125574,"priorShares":441452},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE VALUE ETF","cusip":"46641Q167","value":24242769,"shares":305286,"shareType":"SH","priorValue":20778929,"priorShares":289602},{"issuer":"AB ACTIVE ETFS INC","titleOfClass":"EMERGING MKTS OP","cusip":"00039J780","value":15359387,"shares":294072,"shareType":"SH","priorValue":13008712,"priorShares":296867},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES A I INNO","cusip":"09290C780","value":15127751,"shares":286945,"shareType":"SH","priorValue":15792540,"priorShares":479288},{"issuer":"TCW ETF TRUST","titleOfClass":"TRANSFORM SYSTEM","cusip":"29287L205","value":14035031,"shares":114143,"shareType":"SH","priorValue":14681129,"priorShares":150166},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHARES FLEXIBLE","cusip":"092528603","value":14006550,"shares":267607,"shareType":"SH","priorValue":13026152,"priorShares":250841},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHARES TOTAL RE","cusip":"092528876","value":13463621,"shares":267533,"shareType":"SH","priorValue":8618558,"priorShares":171719},{"issuer":"ABACUS FCF ETF TR","titleOfClass":"ABACUS FCF LEADE","cusip":"89628W302","value":11308144,"shares":131704,"shareType":"SH","priorValue":9678487,"priorShares":136048},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":11251893,"shares":27477,"shareType":"SH"}],"positionsListed":79,"positions":[{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":28682756,"shares":421743,"shareType":"SH","priorValue":24767216,"priorShares":425700},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"BLUE CHIP GRWTH","cusip":"316092352","value":25582847,"shares":411896,"shareType":"SH","priorValue":22125574,"priorShares":441452},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE VALUE ETF","cusip":"46641Q167","value":24242769,"shares":305286,"shareType":"SH","priorValue":20778929,"priorShares":289602},{"issuer":"AB ACTIVE ETFS INC","titleOfClass":"EMERGING MKTS OP","cusip":"00039J780","value":15359387,"shares":294072,"shareType":"SH","priorValue":13008712,"priorShares":296867},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES A I INNO","cusip":"09290C780","value":15127751,"shares":286945,"shareType":"SH","priorValue":15792540,"priorShares":479288},{"issuer":"TCW ETF TRUST","titleOfClass":"TRANSFORM SYSTEM","cusip":"29287L205","value":14035031,"shares":114143,"shareType":"SH","priorValue":14681129,"priorShares":150166},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHARES FLEXIBLE","cusip":"092528603","value":14006550,"shares":267607,"shareType":"SH","priorValue":13026152,"priorShares":250841},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHARES TOTAL RE","cusip":"092528876","value":13463621,"shares":267533,"shareType":"SH","priorValue":8618558,"priorShares":171719},{"issuer":"ABACUS FCF ETF TR","titleOfClass":"ABACUS FCF LEADE","cusip":"89628W302","value":11308144,"shares":131704,"shareType":"SH","priorValue":9678487,"priorShares":136048},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":11251893,"shares":27477,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":10882846,"shares":142167,"shareType":"SH","priorValue":8397981,"priorShares":112952},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":10013824,"shares":34607,"shareType":"SH","priorValue":8843840,"priorShares":34847},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":9122579,"shares":200540,"shareType":"SH","priorValue":10741055,"priorShares":235446},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"HIGH DIVID ETF","cusip":"316092840","value":8198425,"shares":135983,"shareType":"SH","priorValue":7229419,"priorShares":130873},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INTRNL RES EQT","cusip":"46641Q134","value":7479549,"shares":90672,"shareType":"SH","priorValue":6723213,"priorShares":88767},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":7231799,"shares":317463,"shareType":"SH","priorValue":7449699,"priorShares":325172},{"issuer":"ISHARES TR","titleOfClass":"3 7 YR TREAS BD","cusip":"464288661","value":6584436,"shares":56062,"shareType":"SH","priorValue":5955499,"priorShares":50215},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":6479288,"shares":25688,"shareType":"SH","priorValue":5666655,"priorShares":31235},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":5549369,"shares":33782,"shareType":"SH","priorValue":4903865,"priorShares":34430},{"issuer":"ABACUS FCF ETF TR","titleOfClass":"ABACUS FCF REAL","cusip":"89628W708","value":4614130,"shares":153324,"shareType":"SH","priorValue":4567599,"priorShares":146262},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":4439180,"shares":127526,"shareType":"SH","priorValue":3887500,"priorShares":127459},{"issuer":"ISHARES TR","titleOfClass":"U.S. FIN SVC ETF","cusip":"464287770","value":4170029,"shares":46093,"shareType":"SH","priorValue":5493949,"priorShares":66320},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":4064397,"shares":57044,"shareType":"SH","priorValue":3661759,"priorShares":57144},{"issuer":"ISHARES TR","titleOfClass":"US CONSM STAPLES","cusip":"464287812","value":3297293,"shares":45380,"shareType":"SH","priorValue":4479259,"priorShares":63962},{"issuer":"ISHARES TR","titleOfClass":"10-20 YR TRS ETF","cusip":"464288653","value":3128416,"shares":31175,"shareType":"SH","priorValue":3067830,"priorShares":30459},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":2875725,"shares":38084,"shareType":"SH","priorValue":3337385,"priorShares":37856},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":2870156,"shares":35623,"shareType":"SH","priorValue":2618662,"priorShares":9119},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHARES INTERMED","cusip":"092528207","value":2811836,"shares":115952,"shareType":"SH","priorValue":2420027,"priorShares":101214},{"issuer":"PIMCO ETF TR","titleOfClass":"ACTIVE BD ETF","cusip":"72201R775","value":2779947,"shares":30148,"shareType":"SH"},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"QLTY FCTOR ETF","cusip":"316092790","value":2663264,"shares":32734,"shareType":"SH","priorValue":2371189,"priorShares":32661},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":2635571,"shares":27869,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":2305422,"shares":9510,"shareType":"SH","priorValue":2060626,"priorShares":9420},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":2158603,"shares":42677,"shareType":"SH","priorValue":1969607,"priorShares":39479},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":1875856,"shares":22644,"shareType":"SH","priorValue":1866231,"priorShares":26756},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREATION UNI","cusip":"14020G101","value":1798981,"shares":38114,"shareType":"SH","priorValue":1556519,"priorShares":38729},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":1704270,"shares":15836,"shareType":"SH","priorValue":1776526,"priorShares":16736},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI MATLS INDEX","cusip":"316092881","value":1525000,"shares":26064,"shareType":"SH","priorValue":1543825,"priorShares":26784},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":1458664,"shares":10773,"shareType":"SH","priorValue":1672939,"priorShares":10773},{"issuer":"ISHARES TR","titleOfClass":"CONV BD ETF","cusip":"46435G102","value":1311723,"shares":10775,"shareType":"SH","priorValue":1102771,"priorShares":10834},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":1278402,"shares":1736,"shareType":"SH","priorValue":1199389,"priorShares":2078},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":1107881,"shares":1967,"shareType":"SH","priorValue":1124632,"priorShares":1966},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":1046431,"shares":20658,"shareType":"SH","priorValue":626475,"priorShares":12532},{"issuer":"ISHARES TR","titleOfClass":"20 YR TR BD ETF","cusip":"464287432","value":907927,"shares":10506,"shareType":"SH","priorValue":690210,"priorShares":7962},{"issuer":"OMNICOM GROUP INC","titleOfClass":"COM","cusip":"681919106","value":906224,"shares":12443,"shareType":"SH","priorValue":937082,"priorShares":12443},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI HLTH CARE I","cusip":"316092600","value":895096,"shares":11587,"shareType":"SH","priorValue":904337,"priorShares":12853},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":880518,"shares":19079,"shareType":"SH","priorValue":3698259,"priorShares":80066},{"issuer":"JPMORGAN CHASE & CO.","titleOfClass":"COM","cusip":"46625H100","value":874298,"shares":2671,"shareType":"SH","priorValue":785996,"priorShares":2672},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":829865,"shares":5943,"shareType":"SH","priorValue":262278,"priorShares":5943},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL VLU FT","cusip":"46435G409","value":825610,"shares":19742,"shareType":"SH","priorValue":557980,"priorShares":14062},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":735970,"shares":1973,"shareType":"SH","priorValue":756628,"priorShares":2044},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":702548,"shares":1404,"shareType":"SH","priorValue":672797,"priorShares":1404},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":588508,"shares":2093,"shareType":"SH","priorValue":503228,"priorShares":2076},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000VAL","cusip":"92206C714","value":528361,"shares":4970,"shareType":"SH","priorValue":429048,"priorShares":4577},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":526337,"shares":448,"shareType":"SH","priorValue":391059,"priorShares":448},{"issuer":"ISHARES INC","titleOfClass":"MSCI EQUAL WEITE","cusip":"464286681","value":515910,"shares":4518,"shareType":"SH","priorValue":493890,"priorShares":4853},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":426637,"shares":3767,"shareType":"SH","priorValue":468106,"priorShares":3767},{"issuer":"ISHARES TR","titleOfClass":"CORE 60/40 BALAN","cusip":"464289867","value":399586,"shares":5749,"shareType":"SH","priorValue":516844,"priorShares":8032},{"issuer":"UNITED PARCEL SERVICE INC","titleOfClass":"CL B","cusip":"911312106","value":395609,"shares":3680,"shareType":"SH","priorValue":367594,"priorShares":3736},{"issuer":"ISHARES TR","titleOfClass":"CORE 80/20 AGGRE","cusip":"464289859","value":382544,"shares":3920,"shareType":"SH","priorValue":365918,"priorShares":4135},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"TECHNOLOGY","cusip":"81369Y803","value":376693,"shares":1977,"shareType":"SH","priorValue":272470,"priorShares":2050},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":358718,"shares":479,"shareType":"SH","priorValue":284800,"priorShares":436},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":325654,"shares":1282,"shareType":"SH","priorValue":313364,"priorShares":1282},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":293733,"shares":3614,"shareType":"SH","priorValue":273810,"priorShares":3600},{"issuer":"ISHARES TR","titleOfClass":"IBOXX HI YD ETF","cusip":"464288513","value":291811,"shares":3649,"shareType":"SH"},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":286634,"shares":1956,"shareType":"SH","priorValue":287673,"priorShares":1955},{"issuer":"PROCTER AND GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":279702,"shares":1907,"shareType":"SH","priorValue":275441,"priorShares":1907},{"issuer":"ISHARES TR","titleOfClass":"US INDUSTRIALS","cusip":"464287754","value":264974,"shares":1590,"shareType":"SH","priorValue":265424,"priorShares":1799},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":257923,"shares":2073,"shareType":"SH","priorValue":243455,"priorShares":2186},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":257429,"shares":2933,"shareType":"SH","priorValue":272417,"priorShares":2933},{"issuer":"YUM BRANDS INC","titleOfClass":"COM","cusip":"988498101","value":257215,"shares":1609,"shareType":"SH","priorValue":250167,"priorShares":1609},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":251664,"shares":2615,"shareType":"SH","priorValue":250655,"priorShares":2601},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":246965,"shares":691,"shareType":"SH","priorValue":200732,"priorShares":698},{"issuer":"BLOOM ENERGY CORP","titleOfClass":"COM CL A","cusip":"093712107","value":242160,"shares":800,"shareType":"SH"},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":239501,"shares":2039,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EUROPE ETF","cusip":"464287861","value":237272,"shares":3257,"shareType":"SH","priorValue":242750,"priorShares":3573},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":229194,"shares":4494,"shareType":"SH","priorValue":323213,"priorShares":6340},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":207351,"shares":824,"shareType":"SH"},{"issuer":"GOLDMAN SACHS PHYSICAL GOLD","titleOfClass":"UNIT","cusip":"38150K103","value":207109,"shares":5234,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":206302,"shares":172,"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."}