{"url":"https://nivawealth.com/firms/corient-shc-wealth-management-us-151225","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/151225","regulatoryAum":2343505235,"crd":"151225","history":[{"filedOn":"2021-04-16","regulatoryAum":1446653148,"clients":17,"employees":24,"offices":3},{"filedOn":"2022-05-06","regulatoryAum":3654702946,"clients":23,"employees":20,"offices":3},{"filedOn":"2023-07-18","regulatoryAum":2495479421,"clients":42,"employees":26,"offices":4},{"filedOn":"2024-04-04","regulatoryAum":3126000000,"clients":55,"employees":30,"offices":4},{"filedOn":"2025-03-31","regulatoryAum":6051403909,"clients":66,"employees":45,"offices":4},{"filedOn":"2026-07-13","regulatoryAum":2343505235,"clients":74,"employees":36,"offices":4}],"secFileNumber":"801-70638","legalName":"Corient SHC Wealth Management (US) LP","displayName":"Corient SHC Wealth Management (US)","slug":"corient-shc-wealth-management-us-151225","website":"https://corient.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"Two Liberty Place, Floor 34","city":"Philadelphia","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19102"},"tradeNames":[],"registration":{"secApproved":"7 October 2009","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":31937595.397260275,"staff":{"employees":36,"advisory":22,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":2343505235,"discretionary":1463322922,"discretionaryAccounts":71,"nonDiscretionary":880182313,"nonDiscretionaryAccounts":59,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":73,"regulatoryAum":2331444464},{"label":"Investment companies","clients":1,"regulatoryAum":12060771}],"feePrograms":[{"role":"main","program":"Investment Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050279","versionId":1050279,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-06-30","documentName":"FFT FORM ADV PART 2A","fee_rate_low":0.25,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting Fees","summary":"Standalone financial planning and consulting is a negotiable fixed fee, generally $5,000 to $2,000,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050279","versionId":1050279,"submittedOn":"2026-06-30","documentName":"FFT FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T03:38:47.569485+00:00","documents":[{"name":"FFT FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050279","versionId":1050279,"submittedOn":"2026-06-30"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":1214146169}],"custodyNote":"Corient SHC Wealth Management (US) has custody of $323M in client assets for 31 clients.","leadership":[{"name":"Keith Bloomfield","title":"Chief Executive Officer","crd":"5256516"},{"name":"Peter Ortiz","title":"Chief Operating Officer","crd":"4489860"},{"name":"Jonathan Walsh","title":"Chief Compliance Officer","crd":"4961248"},{"name":"Andrew Mehalko","title":"Chief Investment Officer","crd":"1739679"}],"ownership":[{"label":"Corient Partners US LP","detail":"Owner in the 75% or more ownership band and a control person, since June 2026."},{"label":"Corient Management LLC (US)","detail":"Indirect owner: a owner of Corient Partners US LP in the 75% or more band and a control person, since June 2026.","parent":"Corient Partners US LP"},{"label":"Corient Holdings Inc. (US)","detail":"Indirect owner: a owner of Corient Management LLC (US) in the 75% or more band and a control person, since June 2026.","parent":"Corient Management LLC (US)"},{"label":"Corient Global Holdco Limited (Uk)","detail":"Indirect owner: a owner of Corient Topco LLC (US) in the 75% or more band and a control person, since June 2026.","parent":"Corient Topco LLC (US)"},{"label":"MC Accelerate Aggregator 1, LLC (US)","detail":"Indirect owner: a owner of Corient Global Holdco Limited (Uk) in the 75% or more band and a control person, since June 2026.","parent":"Corient Global Holdco Limited (Uk)"},{"label":"Ci Financial Holdings LTD. (Uk)","detail":"Indirect owner: a owner of MC Accelerate Aggregator 1, LLC (US) in the 75% or more band and a control person, since June 2026.","parent":"MC Accelerate Aggregator 1, LLC (US)"},{"label":"MC Cif Wealth Management (Uk) Limited","detail":"Indirect owner: a owner of Ci Financial Holdings LTD. (Uk) in the 75% or more band and a control person, since June 2026.","parent":"Ci Financial Holdings LTD. (Uk)"},{"label":"MC Accelerate Holdings (Uk) LP","detail":"Indirect owner: a owner of MC Cif Wealth Management (Uk) Limited in the 75% or more band and a control person, since June 2026.","parent":"MC Cif Wealth Management (Uk) Limited"},{"label":"MC Accelerate Co-Invest (Uk) LP","detail":"Indirect owner: a owner of MC Accelerate Holdings (Uk) LP in the 75% or more band and a control person, since June 2026.","parent":"MC Accelerate Holdings (Uk) LP"},{"label":"MC Cif Wealth Management Holdings (Uk) LTD","detail":"Indirect owner: a owner of MC Accelerate Co-Invest (Uk) LP in the 75% or more band and a control person, since June 2026.","parent":"MC Accelerate Co-Invest (Uk) LP"},{"label":"MC Manager Holdco Cif (Uk) LTD","detail":"Indirect owner: a owner of MC Cif Wealth Management Holdings (Uk) LTD in the 50% to 75% band and a control person, since June 2026.","parent":"MC Cif Wealth Management Holdings (Uk) LTD"},{"label":"Mubadala Capital LP (Uk)","detail":"Indirect owner: a owner of MC Manager Holdco Cif (Uk) LTD in the 75% or more band and a control person, since June 2026.","parent":"MC Manager Holdco Cif (Uk) LTD"},{"label":"MDC Capital Management LLC (Uae)","detail":"Indirect owner: a owner of Mubadala Capital LP (Uk) in the 50% to 75% band and a control person, since June 2026.","parent":"Mubadala Capital LP (Uk)"},{"label":"Mubadala Capital LLC (Uae)","detail":"Indirect owner: a owner of MDC Capital Management LLC (Uae) in the 75% or more band and a control person, since June 2026.","parent":"MDC Capital Management LLC (Uae)"},{"label":"Mamoura Diversified Global Holding PJSC (Uae)","detail":"Indirect owner: a owner of Mubadala Capital LLC (Uae) in the 75% or more band and a control person, since June 2026.","parent":"Mubadala Capital LLC (Uae)"},{"label":"Mubadala Investment Company PJSC (Uae)","detail":"Indirect owner: a owner of Mamoura Diversified Global Holding PJSC (Uae) in the 75% or more band and a control person, since June 2026.","parent":"Mamoura Diversified Global Holding PJSC (Uae)"},{"label":"Government of the Emirate of Abu Dhabi","detail":"Indirect owner: a owner of Mubadala Investment Company PJSC (Uae) in the 75% or more band and a control person, since June 2026.","parent":"Mubadala Investment Company PJSC (Uae)"}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"230 Royal Palm Way","city":"Palm Beach"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"175 Federal Street","city":"Boston"}]},{"state":"New York","offices":1,"addresses":[{"street":"10 E 53rd Street","city":"New York"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"Two Liberty Place, Floor 34","city":"Philadelphia","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-545-6100","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":18},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":33},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":36},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":1,"detail":"Real Estate, Real Assets, Insurance, Etc."}],"privateFunds":1},"sources":{"adv1FilingDate":"13 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/151225/PDF/151225.pdf","brochureDate":"30 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050279","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 Corient SHC Wealth Management (US) have?","answer":"Corient SHC Wealth Management (US) has 74 clients and manages $2.34 billion for them, as of July 2026. They include 73 high-net-worth individuals and 1 investment company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Corient SHC Wealth Management (US) offer?","answer":"Corient SHC Wealth Management (US) provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Corient SHC Wealth Management (US) charge?","answer":"Corient SHC Wealth Management (US) charges 0.25%–1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.","source":"FFT FORM ADV PART 2A, filed 30 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Corient SHC Wealth Management (US) use?","answer":"Corient SHC Wealth Management (US)’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.21B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Corient SHC Wealth Management (US) have?","answer":"Corient SHC Wealth Management (US) has 1 investment adviser representative registered with state securities authorities, out of 36 employees, and 22 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 Corient SHC Wealth Management (US) invest in?","answer":"At the end of its last fiscal year, Corient SHC Wealth Management (US)’s separately managed accounts held 36% pooled vehicles (private funds and similar), 33% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 10% cash and equivalents, 1% non-exchange-traded equities and 1% other. The 1% other category is described as: Real Estate, Real Assets, Insurance, Etc. It advises 1 private fund.","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 Corient SHC Wealth Management (US)?","answer":"Corient SHC Wealth Management (US) is owned through a chain of holding companies by Corient Holdings Inc. (US) and Government of the Emirate of Abu Dhabi. Its direct owners are Corient Partners US LP (75% or more) and Corient Global Holdco Limited (Uk) (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Corient SHC Wealth Management (US) get paid?","answer":"Corient SHC Wealth Management (US) is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions 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 Corient SHC Wealth Management (US) registered with the SEC?","answer":"Yes, Corient SHC Wealth Management (US) has been registered with the SEC as an investment adviser since 7 October 2009. Its CRD number is 151225 and its SEC file number is 801-70638.","source":"Form ADV Part 1A, Item 1, filed 13 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Corient SHC Wealth Management (US)?","answer":"Corient SHC Wealth Management (US)’s main office is at Two Liberty Place, Floor 34, Philadelphia, PA 19102. Its phone number is 610-545-6100. Its website is corient.com.","source":"Form ADV Part 1A, Item 1.F, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/corient-shc-wealth-management-us-151225/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-27","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1653199/000165319926000004/0001653199-26-000004-index.html","totalValue":638247586,"positionCount":96,"top10Share":0.7551596505372447,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":156740290,"shares":209297,"shareType":"SH","priorValue":106665583,"priorShares":163294},{"issuer":"GMO ETF TRUST","titleOfClass":"US QUALITY ETF","cusip":"90139K100","value":75350860,"shares":1807174,"shareType":"SH","priorValue":59266947,"priorShares":1635379},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":58354913,"shares":136855,"shareType":"SH","priorValue":51117619,"priorShares":137902},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":56554264,"shares":746197,"shareType":"SH","priorValue":49737403,"priorShares":708712},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":39061876,"shares":53044,"shareType":"SH","priorValue":19267726,"priorShares":33383},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":30920389,"shares":208485,"shareType":"SH","priorValue":23850182,"priorShares":191861},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":26435332,"shares":35400,"shareType":"SH","priorValue":27041245,"priorShares":41466},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":14833149,"shares":192363,"shareType":"SH","priorValue":11923585,"priorShares":176567},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":13141309,"shares":35492,"shareType":"SH","priorValue":11476049,"priorShares":35747},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":10586442,"shares":365554,"shareType":"SH","priorValue":9378083,"priorShares":373629}],"positionsListed":96,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":156740290,"shares":209297,"shareType":"SH","priorValue":106665583,"priorShares":163294},{"issuer":"GMO ETF TRUST","titleOfClass":"US QUALITY ETF","cusip":"90139K100","value":75350860,"shares":1807174,"shareType":"SH","priorValue":59266947,"priorShares":1635379},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":58354913,"shares":136855,"shareType":"SH","priorValue":51117619,"priorShares":137902},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":56554264,"shares":746197,"shareType":"SH","priorValue":49737403,"priorShares":708712},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":39061876,"shares":53044,"shareType":"SH","priorValue":19267726,"priorShares":33383},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":30920389,"shares":208485,"shareType":"SH","priorValue":23850182,"priorShares":191861},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":26435332,"shares":35400,"shareType":"SH","priorValue":27041245,"priorShares":41466},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":14833149,"shares":192363,"shareType":"SH","priorValue":11923585,"priorShares":176567},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":13141309,"shares":35492,"shareType":"SH","priorValue":11476049,"priorShares":35747},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":10586442,"shares":365554,"shareType":"SH","priorValue":9378083,"priorShares":373629},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":9153966,"shares":330468,"shareType":"SH","priorValue":8218588,"priorShares":332064},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7756643,"shares":26806,"shareType":"SH","priorValue":6878889,"priorShares":27105},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI ETF","cusip":"464288257","value":6955991,"shares":44314,"shareType":"SH","priorValue":5852913,"priorShares":42299},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":6929026,"shares":101287,"shareType":"SH","priorValue":5616816,"priorShares":98905},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":6721426,"shares":28201,"shareType":"SH","priorValue":5894249,"priorShares":28301},{"issuer":"WILLIAMS COS INC","titleOfClass":"COM","cusip":"969457100","value":6227938,"shares":107582,"shareType":"SH","priorValue":7855966,"priorShares":107941},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":5982944,"shares":16933,"shareType":"SH","priorValue":7149848,"priorShares":24925},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":5916949,"shares":16557,"shareType":"SH","priorValue":4638742,"priorShares":16131},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":5815466,"shares":70201,"shareType":"SH","priorValue":3455148,"priorShares":49536},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":5631444,"shares":111337,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":5231727,"shares":54170,"shareType":"SH","priorValue":3312160,"priorShares":36586},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":5055440,"shares":8975,"shareType":"SH","priorValue":9422075,"priorShares":16468},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":4945678,"shares":47610,"shareType":"SH","priorValue":4688276,"priorShares":48268},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":4495682,"shares":63097,"shareType":"SH","priorValue":4035699,"priorShares":62979},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":4160577,"shares":54924,"shareType":"SH","priorValue":1964978,"priorShares":27394},{"issuer":"PROFESIONALLY MANAGED PORTFO","titleOfClass":"AKRE FOCUS ETF","cusip":"74316P579","value":3856530,"shares":72505,"shareType":"SH","priorValue":5827970,"priorShares":110274},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":2902937,"shares":48634,"shareType":"SH","priorValue":2444458,"priorShares":45226},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":2836463,"shares":19386,"shareType":"SH","priorValue":1435533,"priorShares":9693},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":2793496,"shares":28223,"shareType":"SH","priorValue":3053399,"priorShares":30759},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":2614413,"shares":24293,"shareType":"SH","priorValue":2826031,"priorShares":26623},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":2559150,"shares":31232,"shareType":"SH","priorValue":2214661,"priorShares":31232},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":2368720,"shares":7022,"shareType":"SH","priorValue":823302,"priorShares":2724},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":2243013,"shares":1870,"shareType":"SH","priorValue":1724191,"priorShares":1875},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":2216658,"shares":10171,"shareType":"SH","priorValue":2047101,"priorShares":10434},{"issuer":"ONEMAIN HLDGS INC","titleOfClass":"COM","cusip":"68268W103","value":2062127,"shares":33822,"shareType":"SH","priorValue":1809139,"priorShares":33822},{"issuer":"ISHARES TR","titleOfClass":"EXPANDED TECH","cusip":"464287515","value":1875607,"shares":20702,"shareType":"SH","priorValue":1334514,"priorShares":16671},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1667299,"shares":3332,"shareType":"SH","priorValue":1692534,"priorShares":3532},{"issuer":"VULCAN MATLS CO","titleOfClass":"COM","cusip":"929160109","value":1441044,"shares":4994,"shareType":"SH","priorValue":679933,"priorShares":2497},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":1437919,"shares":18195,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":1435746,"shares":15182,"shareType":"SH","priorValue":1434538,"priorShares":15031},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1428856,"shares":3831,"shareType":"SH","priorValue":1276716,"priorShares":3449},{"issuer":"ISHARES INC","titleOfClass":"MSCI EMRG CHN","cusip":"46434G764","value":1276499,"shares":12478,"shareType":"SH","priorValue":981519,"priorShares":12478},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":1229105,"shares":27708,"shareType":"SH","priorValue":1076713,"priorShares":27708},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1176056,"shares":9471,"shareType":"SH","priorValue":500837,"priorShares":1175},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":1143342,"shares":8313,"shareType":"SH","priorValue":996515,"priorShares":8810},{"issuer":"CENTRAL SECS CORP","titleOfClass":"COM","cusip":"155123102","value":1132710,"shares":21596,"shareType":"SH","priorValue":1072457,"priorShares":21596},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":1101857,"shares":3258,"shareType":"SH","priorValue":984732,"priorShares":3256},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":1006808,"shares":3287,"shareType":"SH","priorValue":845909,"priorShares":3287},{"issuer":"ISHARES TR","titleOfClass":"FUTU AI TECH ETF","cusip":"46435U556","value":984200,"shares":12923,"shareType":"SH","priorValue":244980,"priorShares":5265},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":976354,"shares":1901,"shareType":"SH","priorValue":949854,"priorShares":1901},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":974652,"shares":2630,"shareType":"SH","priorValue":860194,"priorShares":2630},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI USA ETF","cusip":"46436E767","value":923815,"shares":13302,"shareType":"SH","priorValue":275325,"priorShares":4988},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":880796,"shares":4402,"shareType":"SH","priorValue":789553,"priorShares":4527},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":861527,"shares":23760,"shareType":"SH","priorValue":782656,"priorShares":23753},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":744639,"shares":1084,"shareType":"SH","priorValue":646470,"priorShares":1082},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":737845,"shares":6201,"shareType":"SH","priorValue":621946,"priorShares":6352},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP BIOT","cusip":"78464A870","value":729374,"shares":4609,"shareType":"SH","priorValue":588708,"priorShares":4609},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":678703,"shares":7370,"shareType":"SH","priorValue":680325,"priorShares":7370},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":653006,"shares":2595,"shareType":"SH","priorValue":564387,"priorShares":2595},{"issuer":"MNTN INC","titleOfClass":"CL A","cusip":"55318A108","value":637183,"shares":69259,"shareType":"SH"},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":516997,"shares":2928,"shareType":"SH","priorValue":370685,"priorShares":2928},{"issuer":"FLEXSHARES TR","titleOfClass":"IBOXX 3R TARGT","cusip":"33939L506","value":508757,"shares":21278,"shareType":"SH","priorValue":711711,"priorShares":29361},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":483314,"shares":1788,"shareType":"SH","priorValue":555693,"priorShares":1788},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":461407,"shares":5257,"shareType":"SH"},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":455130,"shares":3901,"shareType":"SH","priorValue":528802,"priorShares":3615},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":431591,"shares":2750,"shareType":"SH","priorValue":379009,"priorShares":2740},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":424569,"shares":8394,"shareType":"SH","priorValue":418777,"priorShares":8394},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":404405,"shares":988,"shareType":"SH","priorValue":351696,"priorShares":986},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":396890,"shares":3476,"shareType":"SH","priorValue":412323,"priorShares":3476},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":390427,"shares":1610,"shareType":"SH","priorValue":298733,"priorShares":1398},{"issuer":"LISTED FDS TR","titleOfClass":"ROUN MA SEVE ETF","cusip":"53656G498","value":372297,"shares":5790,"shareType":"SH","priorValue":335473,"priorShares":5790},{"issuer":"HA SUSTAINABLE INFRA CAP INC","titleOfClass":"COM","cusip":"41068X100","value":351450,"shares":9000,"shareType":"SH"},{"issuer":"FLEXSHARES TR","titleOfClass":"MORNSTAR UPSTR","cusip":"33939L407","value":333921,"shares":6776,"shareType":"SH","priorValue":322741,"priorShares":5851},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":325803,"shares":3653,"shareType":"SH","priorValue":309878,"priorShares":3653},{"issuer":"ROBINHOOD MKTS INC","titleOfClass":"COM CL A","cusip":"770700102","value":322300,"shares":3214,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":320456,"shares":979,"shareType":"SH","priorValue":287983,"priorShares":979},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":319470,"shares":300,"shareType":"SH","priorValue":212538,"priorShares":300},{"issuer":"VANECK ETF TRUST","titleOfClass":"ALTE ASSE MA ETF","cusip":"92189H649","value":316240,"shares":14750,"shareType":"SH"},{"issuer":"ALPS ETF TR","titleOfClass":"ALERIAN MLP","cusip":"00162Q452","value":314445,"shares":6065,"shareType":"SH","priorValue":319236,"priorShares":6065},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":296637,"shares":1168,"shareType":"SH","priorValue":285506,"priorShares":1168},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EX US CORE","cusip":"25434V880","value":293486,"shares":7967,"shareType":"SH","priorValue":270622,"priorShares":7967},{"issuer":"TRANSDIGM GROUP INC","titleOfClass":"COM","cusip":"893641100","value":282392,"shares":212,"shareType":"SH","priorValue":245700,"priorShares":212},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":278537,"shares":2037,"shareType":"SH","priorValue":345645,"priorShares":2037},{"issuer":"AMERICAN TOWER CORP","titleOfClass":"COM","cusip":"03027X100","value":272844,"shares":1650,"shareType":"SH"},{"issuer":"ALKERMES PLC","titleOfClass":"SHS","cusip":"G01767105","value":261975,"shares":5000,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":259572,"shares":1097,"shareType":"SH","priorValue":235921,"priorShares":1097},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":259224,"shares":3709,"shareType":"SH","priorValue":231596,"priorShares":3709},{"issuer":"BLUE OWL CAPITAL INC","titleOfClass":"COM CL A","cusip":"09581B103","value":254825,"shares":29123,"shareType":"SH","priorValue":261359,"priorShares":28626},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":245810,"shares":2092,"shareType":"SH","priorValue":210497,"priorShares":2092},{"issuer":"ISHARES TR","titleOfClass":"GLB INFRASTR ETF","cusip":"464288372","value":237429,"shares":3565,"shareType":"SH","priorValue":288971,"priorShares":4313},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":236092,"shares":1611,"shareType":"SH","priorValue":236994,"priorShares":1611},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":225066,"shares":1139,"shareType":"SH","priorValue":209895,"priorShares":1139},{"issuer":"FLEXSHARES TR","titleOfClass":"STOXX GLOBR INF","cusip":"33939L795","value":222497,"shares":3470,"shareType":"SH","priorValue":271340,"priorShares":4243},{"issuer":"MISSION PRODUCE INC","titleOfClass":"COM","cusip":"60510V108","value":216111,"shares":18330,"shareType":"SH"},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":205163,"shares":2261,"shareType":"SH","priorValue":232137,"priorShares":2261},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":201887,"shares":3543,"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."}