{"url":"https://nivawealth.com/firms/dash-acquisitions-135281","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135281","regulatoryAum":681637820,"crd":"135281","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7553870","suffix":null,"lastName":"Bach","firstName":"Richard","middleName":"Wayne"},{"crd":"6585284","suffix":null,"lastName":"BADGER","firstName":"ROBERT","middleName":"JONATHAN"},{"crd":"6199056","suffix":null,"lastName":"BOWLBY","firstName":"JEFFREY","middleName":"MICHAEL"},{"crd":"4947303","suffix":null,"lastName":"DASH","firstName":"JONATHAN","middleName":null},{"crd":"5741663","suffix":null,"lastName":"GRIFFITH","firstName":"ZAIN","middleName":"L."},{"crd":"7083372","suffix":null,"lastName":"Lopez-Hafen","firstName":"Sebastian","middleName":"Oscar"}],"total":6,"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":"2021-06-29","regulatoryAum":191454826,"clients":229,"employees":8,"offices":2},{"filedOn":"2022-04-15","regulatoryAum":289854977,"clients":268,"employees":8,"offices":3},{"filedOn":"2023-07-19","regulatoryAum":341577536,"clients":335,"employees":7,"offices":3},{"filedOn":"2024-07-03","regulatoryAum":501201606,"clients":391,"employees":9,"offices":2},{"filedOn":"2025-06-10","regulatoryAum":620291414,"clients":429,"employees":9,"offices":2},{"filedOn":"2026-09-10","regulatoryAum":681637820,"clients":433,"employees":9,"offices":1}],"secFileNumber":"801-113360","legalName":"Dash Acquisitions Inc.","displayName":"Dash Acquisitions","slug":"dash-acquisitions-135281","website":"https://dashinvestments.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/dash-investments","founded":"2004","organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"6275 W Plano Pkwy, Suite 555","city":"Plano","state":"TX","stateName":"Texas","country":"United States","postalCode":"75093"},"tradeNames":[],"registration":{"secApproved":"1 June 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1576141.9328703703,"staff":{"employees":9,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":681637820,"discretionary":681637820,"discretionaryAccounts":1295,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":92,"regulatoryAum":30476984},{"label":"High-net-worth individuals","clients":340,"regulatoryAum":650416331},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":744505}],"feePrograms":[{"role":"main","program":"Investment Management Fees","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.25,"from":0},{"to":5000000,"pct":1.15,"from":1000000},{"to":null,"pct":1,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057483","versionId":1057483,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-10","documentName":"2A BROCHURE","fee_rate_low":1,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":"annual","fee_minimum_annual":12500},{"role":"other","program":"Tax preparation and filing","summary":"Clients with at least $1,500,000 under management receive tax preparation and filing through an unaffiliated CPA at no additional charge.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057483","versionId":1057483,"submittedOn":"2026-09-10","documentName":"2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:35:37.317117+00:00","documents":[{"name":"2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057483","versionId":1057483,"submittedOn":"2026-09-10"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057482","versionId":1057482,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":665505598}],"custodyNote":"Dash Acquisitions does not have custody of client assets.","leadership":[{"name":"Jonathan Dash","title":"President","crd":"4947303"},{"name":"Zain Griffith","title":"Chief Compliance Officer","crd":"5741663"}],"ownership":[{"label":"Jonathan Dash","detail":"President in the 75% or more ownership band and a control person, since January 2004."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"6275 W Plano Pkwy, Suite 555","city":"Plano","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","philanthropic planning","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-549-3227","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":77},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Cash and cash equivalents","percent":17}],"privateFunds":0},"sources":{"adv1FilingDate":"10 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/135281/PDF/135281.pdf","brochureDate":"10 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057483","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 Dash Acquisitions have?","answer":"Dash Acquisitions has 433 clients and manages $682 million for them, as of September 2026. They include 340 high-net-worth individuals, 92 individual clients and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Dash Acquisitions offer?","answer":"Dash Acquisitions provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","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 Dash Acquisitions charge?","answer":"Dash Acquisitions charges 1.00%–1.25% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable, has a $12,500 annual minimum and requires an account of at least $1,000,000.","source":"2A BROCHURE, filed 10 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Dash Acquisitions use?","answer":"Dash Acquisitions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $666M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dash Acquisitions have?","answer":"Dash Acquisitions has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 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 Dash Acquisitions invest in?","answer":"At the end of its last fiscal year, Dash Acquisitions’ separately managed accounts held 77% exchange-traded equities, 17% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs) 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":"Does Dash Acquisitions have a minimum investment?","answer":"Yes, Dash Acquisitions’ minimum account size for its Investment Management Fees is $1M. It charges a $12.5K annual minimum fee.","source":"2A BROCHURE, filed 10 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Dash Acquisitions?","answer":"Dash Acquisitions’ direct owner is Jonathan Dash (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dash Acquisitions get paid?","answer":"Dash Acquisitions is paid through a percentage of assets under management. 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 Dash Acquisitions registered with the SEC?","answer":"Yes, Dash Acquisitions has been registered with the SEC as an investment adviser since 1 June 2018. Its CRD number is 135281 and its SEC file number is 801-113360.","source":"Form ADV Part 1A, Item 1, filed 10 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Dash Acquisitions?","answer":"Dash Acquisitions’ main office is at 6275 W Plano Pkwy, Suite 555, Plano, TX 75093. Its phone number is 800-549-3227. Its website is dashinvestments.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/dash-acquisitions-135281/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1745885/000198615226000130/0001986152-26-000130-index.html","totalValue":493676195,"positionCount":72,"top10Share":0.6421557859398102,"top10":[{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":49139349,"shares":143527,"shareType":"SH","priorValue":52130751,"priorShares":155429},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":46211741,"shares":172896,"shareType":"SH","priorValue":44062432,"priorShares":177471},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":41188062,"shares":83642,"shareType":"SH","priorValue":35547969,"priorShares":85029},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":37263138,"shares":200135,"shareType":"SH","priorValue":32890945,"priorShares":208765},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":35108570,"shares":60652,"shareType":"SH","priorValue":41291456,"priorShares":61545},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":28618197,"shares":79623,"shareType":"SH","priorValue":25791189,"priorShares":82153},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":27032517,"shares":48296,"shareType":"SH","priorValue":25845481,"priorShares":50025},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":18091984,"shares":120284,"shareType":"SH","priorValue":16303289,"priorShares":120640},{"issuer":"S&P GLOBAL INC","titleOfClass":"COM","cusip":"78409V104","value":17774144,"shares":43341,"shareType":"SH","priorValue":9284701,"priorShares":20971},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":16589323,"shares":85813,"shareType":"SH","priorValue":16667812,"priorShares":89482}],"positionsListed":72,"positions":[{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":49139349,"shares":143527,"shareType":"SH","priorValue":52130751,"priorShares":155429},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":46211741,"shares":172896,"shareType":"SH","priorValue":44062432,"priorShares":177471},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":41188062,"shares":83642,"shareType":"SH","priorValue":35547969,"priorShares":85029},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":37263138,"shares":200135,"shareType":"SH","priorValue":32890945,"priorShares":208765},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":35108570,"shares":60652,"shareType":"SH","priorValue":41291456,"priorShares":61545},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":28618197,"shares":79623,"shareType":"SH","priorValue":25791189,"priorShares":82153},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":27032517,"shares":48296,"shareType":"SH","priorValue":25845481,"priorShares":50025},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":18091984,"shares":120284,"shareType":"SH","priorValue":16303289,"priorShares":120640},{"issuer":"S&P GLOBAL INC","titleOfClass":"COM","cusip":"78409V104","value":17774144,"shares":43341,"shareType":"SH","priorValue":9284701,"priorShares":20971},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":16589323,"shares":85813,"shareType":"SH","priorValue":16667812,"priorShares":89482},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":16565229,"shares":27471,"shareType":"SH","priorValue":15048013,"priorShares":28607},{"issuer":"SAP SE","titleOfClass":"SPON ADR","cusip":"803054204","value":16172452,"shares":79218,"shareType":"SH","priorValue":14517128,"priorShares":81128},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":13176312,"shares":48923,"shareType":"SH","priorValue":10134159,"priorShares":50072},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":11248357,"shares":73384,"shareType":"SH","priorValue":14258568,"priorShares":80294},{"issuer":"INTERCONTINENTAL EXCHANGE IN","titleOfClass":"COM","cusip":"45866F104","value":10875970,"shares":71869,"shareType":"SH","priorValue":11694064,"priorShares":72810},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":10041428,"shares":80370,"shareType":"SH","priorValue":7721120,"priorShares":77428},{"issuer":"MSCI INC","titleOfClass":"COM","cusip":"55354G100","value":9821908,"shares":17445,"shareType":"SH","priorValue":10072319,"priorShares":17766},{"issuer":"AON PLC","titleOfClass":"SHS CL A","cusip":"G0403H108","value":8022015,"shares":22767,"shareType":"SH","priorValue":7730643,"priorShares":23289},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7152198,"shares":23663,"shareType":"SH","priorValue":6493710,"priorShares":23782},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":6969060,"shares":38687,"shareType":"SH","priorValue":8988606,"priorShares":46081},{"issuer":"IDEXX LABS INC","titleOfClass":"COM","cusip":"45168D104","value":6501759,"shares":11395,"shareType":"SH","priorValue":2223791,"priorShares":3814},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":5208898,"shares":10214,"shareType":"SH","priorValue":4869753,"priorShares":10316},{"issuer":"MATADOR RES CO","titleOfClass":"COM","cusip":"576485205","value":5158687,"shares":98242,"shareType":"SH","priorValue":5544778,"priorShares":98242},{"issuer":"ROPER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"776696106","value":4576289,"shares":11579,"shareType":"SH","priorValue":4232152,"priorShares":11760},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":3437142,"shares":9002,"shareType":"SH","priorValue":2823745,"priorShares":8063},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":3250693,"shares":14506,"shareType":"SH","priorValue":2572060,"priorShares":12729},{"issuer":"COSTAR GROUP INC","titleOfClass":"COM","cusip":"22160N109","value":3220132,"shares":105578,"shareType":"SH","priorValue":4181347,"priorShares":104377},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":3182109,"shares":4397,"shareType":"SH","priorValue":2849110,"priorShares":4405},{"issuer":"INTUIT","titleOfClass":"COM","cusip":"461202103","value":2804822,"shares":8380,"shareType":"SH","priorValue":3399494,"priorShares":8397},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2789201,"shares":8119,"shareType":"SH","priorValue":3031719,"priorShares":8985},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":2492004,"shares":17051,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":2270173,"shares":3197,"shareType":"SH","priorValue":2393874,"priorShares":3674},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":1600609,"shares":1312,"shareType":"SH","priorValue":1405496,"priorShares":1528},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":1560278,"shares":9767,"shareType":"SH","priorValue":1589480,"priorShares":10763},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":1368378,"shares":11046,"shareType":"SH"},{"issuer":"FUNDVANTAGE TR","titleOfClass":"POLE HIGH IN ETF","cusip":"36087T411","value":1108231,"shares":45625,"shareType":"SH","priorValue":1062730,"priorShares":42783},{"issuer":"OTIS WORLDWIDE CORP","titleOfClass":"COM","cusip":"68902V107","value":1025242,"shares":13860,"shareType":"SH","priorValue":1187437,"priorShares":14709},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":885546,"shares":1035,"shareType":"SH"},{"issuer":"CACI INTL INC","titleOfClass":"CL A","cusip":"127190304","value":811335,"shares":1193,"shareType":"SH","priorValue":737163,"priorShares":1412},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":752666,"shares":970,"shareType":"SH","priorValue":684100,"priorShares":961},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":716019,"shares":3642,"shareType":"SH","priorValue":626860,"priorShares":3421},{"issuer":"EXTREME NETWORKS INC","titleOfClass":"COM","cusip":"30226D106","value":691379,"shares":28312,"shareType":"SH","priorValue":483441,"priorShares":26432},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":690669,"shares":1260,"shareType":"SH","priorValue":469944,"priorShares":1200},{"issuer":"MOBILITY GLOBAL INC","titleOfClass":"COM SHS","cusip":"60744M106","value":618108,"shares":31504,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":601591,"shares":5329,"shareType":"SH","priorValue":546169,"priorShares":5329},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":527167,"shares":6022,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":519156,"shares":2200,"shareType":"SH","priorValue":612710,"priorShares":2415},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":499092,"shares":2006,"shareType":"SH","priorValue":394204,"priorShares":1935},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":484060,"shares":1478,"shareType":"SH","priorValue":699435,"priorShares":1782},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":459529,"shares":2233,"shareType":"SH","priorValue":436552,"priorShares":2233},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":434139,"shares":562,"shareType":"SH","priorValue":392631,"priorShares":554},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":383383,"shares":1050,"shareType":"SH","priorValue":330889,"priorShares":1044},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":380818,"shares":1278,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":375831,"shares":1990,"shareType":"SH","priorValue":307574,"priorShares":1990},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"AEROSPACE DEFN","cusip":"46137V100","value":368920,"shares":2000,"shareType":"SH"},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":347374,"shares":3132,"shareType":"SH","priorValue":330384,"priorShares":3442},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":345573,"shares":5425,"shareType":"SH","priorValue":319302,"priorShares":5400},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":339486,"shares":1524,"shareType":"SH","priorValue":293685,"priorShares":1500},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":330283,"shares":1266,"shareType":"SH","priorValue":285625,"priorShares":1238},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"WTR ETF","cusip":"33733B100","value":317748,"shares":2837,"shareType":"SH","priorValue":301570,"priorShares":2797},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":316108,"shares":1284,"shareType":"SH","priorValue":294847,"priorShares":1297},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":304526,"shares":2625,"shareType":"SH","priorValue":319160,"priorShares":2495},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":303103,"shares":1311,"shareType":"SH","priorValue":293054,"priorShares":1302},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516205","value":295116,"shares":1254,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":288818,"shares":673,"shareType":"SH","priorValue":297387,"priorShares":812},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":267308,"shares":3199,"shareType":"SH","priorValue":238389,"priorShares":3199},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":262231,"shares":543,"shareType":"SH","priorValue":334614,"priorShares":1217},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":251972,"shares":606,"shareType":"SH"},{"issuer":"SEMPRA","titleOfClass":"COM","cusip":"816851109","value":236116,"shares":2748,"shareType":"SH","priorValue":254599,"priorShares":2726},{"issuer":"XYLEM INC","titleOfClass":"COM","cusip":"98419M100","value":222035,"shares":1821,"shareType":"SH","priorValue":229356,"priorShares":1904},{"issuer":"ISHARES INC","titleOfClass":"MSCI WORLD ETF","cusip":"464286392","value":221507,"shares":1053,"shareType":"SH","priorValue":233829,"priorShares":1196},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":210882,"shares":2043,"shareType":"SH","priorValue":215898,"priorShares":2031}]},"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."}