{"url":"https://nivawealth.com/firms/dominguez-wealth-management-solutions-173083","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173083","regulatoryAum":213124091,"crd":"173083","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5483499","suffix":null,"lastName":"DOMINGUEZ","firstName":"JEFFREY","middleName":"PAUL"},{"crd":"7037407","suffix":null,"lastName":"Li","firstName":"Shaobo","middleName":null}],"total":2,"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":"2021-07-28","regulatoryAum":120789740,"clients":166,"employees":3,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":127498854,"clients":169,"employees":3,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":139281819,"clients":174,"employees":2,"offices":1},{"filedOn":"2024-06-18","regulatoryAum":162693160,"clients":177,"employees":2,"offices":1},{"filedOn":"2025-02-20","regulatoryAum":186553574,"clients":181,"employees":2,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":213124091,"clients":192,"employees":2,"offices":1}],"secFileNumber":"801-121914","legalName":"Dominguez Wealth Management Solutions, Inc.","displayName":"Dominguez Wealth Management Solutions","slug":"dominguez-wealth-management-solutions-173083","website":"https://dominguezwealthsolutions.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/dominguez-wealth-management-solutions/about/","founded":"2014","organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"304 Bulifants Boulevard, Suite 101","city":"Williamsburg","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23188"},"tradeNames":[],"registration":{"secApproved":"29 July 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1099920.9322916667,"staff":{"employees":2,"advisory":2,"brokerDealerReps":1,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":213124091,"discretionary":213124091,"discretionaryAccounts":659,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":123,"regulatoryAum":44854604},{"label":"High-net-worth individuals","clients":69,"regulatoryAum":166330215},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":1417636},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":521636}],"feePrograms":[{"role":"other","program":"Consulting Services","summary":"Hourly at $225 an hour, with an estimate of total hours set at the start of the relationship.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026935","versionId":1026935,"submittedOn":"2026-03-26","documentName":"PART 2A: FIRM BROCHURE"},{"role":"other","program":"Financial Planning Services","summary":"Initial plan fees generally range from $1,500 to $10,000; a 50% deposit is due after fact-finding, and advance payment will not exceed $1,200.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026935","versionId":1026935,"submittedOn":"2026-03-26","documentName":"PART 2A: FIRM BROCHURE"},{"role":"other","program":"Pension Consulting Services","summary":"A percentage of assets under advisement ranging from 0.50% to 1.25%, agreed per client and invoiced quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026935","versionId":1026935,"submittedOn":"2026-03-26","documentName":"PART 2A: FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:02:29.765157+00:00","documents":[{"name":"PART 2A: FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026935","versionId":1026935,"submittedOn":"2026-03-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":202840526}],"custodyNote":"Dominguez Wealth Management Solutions does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jeffrey Dominguez","title":"President & Chief Compliance Officer","crd":"5483499"}],"ownership":[{"label":"Jeffrey Dominguez","detail":"President & chief compliance officer in the 75% or more ownership band and a control person, since August 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"304 Bulifants Boulevard, Suite 101","city":"Williamsburg","headquarters":true}]}],"brochureServices":["estate planning","insurance","philanthropic planning","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"757-645-9252","stateRegisteredReps":2,"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 businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"Securities issued by registered investment companies or business development companies","percent":60},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/173083/PDF/173083.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026935","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 Dominguez Wealth Management Solutions have?","answer":"Dominguez Wealth Management Solutions has 192 clients and manages $213 million for them, as of March 2026. They include 123 individual clients and 69 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Dominguez Wealth Management Solutions offer?","answer":"Dominguez Wealth Management Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, 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":"Which custodians does Dominguez Wealth Management Solutions use?","answer":"Dominguez Wealth Management Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $203M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dominguez Wealth Management Solutions have?","answer":"Dominguez Wealth Management Solutions has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","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 Dominguez Wealth Management Solutions invest in?","answer":"At the end of its last fiscal year, Dominguez Wealth Management Solutions’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 7% cash and equivalents and 1% pooled vehicles (private funds and similar).","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 Dominguez Wealth Management Solutions?","answer":"Dominguez Wealth Management Solutions’ direct owner is Jeffrey Dominguez (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dominguez Wealth Management Solutions get paid?","answer":"Dominguez Wealth Management Solutions 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 Dominguez Wealth Management Solutions?","answer":"Dominguez Wealth Management Solutions’ main office is at 304 Bulifants Boulevard, Suite 101, Williamsburg, VA 23188. Its phone number is 757-645-9252. Its website is dominguezwealthsolutions.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/dominguez-wealth-management-solutions-173083/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-09","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1881335/000188133526000003/0001881335-26-000003-index.html","totalValue":181484721,"positionCount":75,"top10Share":0.6572564475000625,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":29485952,"shares":342303,"shareType":"SH","priorValue":24754075,"priorShares":56673},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":20946335,"shares":72388,"shareType":"SH","priorValue":18360479,"priorShares":72345},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"SMITH OPPORT FXD","cusip":"33740F805","value":14974901,"shares":343382,"shareType":"SH","priorValue":14257348,"priorShares":327078},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":14261744,"shares":141668,"shareType":"SH","priorValue":14473269,"priorShares":143784},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 LOW VOL","cusip":"46138E354","value":12764973,"shares":170427,"shareType":"SH","priorValue":12379345,"priorShares":169255},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"DEFINED WLT SHLD","cusip":"45783Y855","value":9340768,"shares":272564,"shareType":"SH","priorValue":9159137,"priorShares":273693},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":5874989,"shares":23133,"shareType":"SH","priorValue":5750924,"priorShares":23527},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":5039462,"shares":40504,"shareType":"SH","priorValue":4491842,"priorShares":40333},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FST LOW OPPT EFT","cusip":"33739Q200","value":3411705,"shares":68536,"shareType":"SH","priorValue":3280225,"priorShares":65855},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":3181174,"shares":46502,"shareType":"SH","priorValue":2677479,"priorShares":47147}],"positionsListed":75,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":29485952,"shares":342303,"shareType":"SH","priorValue":24754075,"priorShares":56673},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":20946335,"shares":72388,"shareType":"SH","priorValue":18360479,"priorShares":72345},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"SMITH OPPORT FXD","cusip":"33740F805","value":14974901,"shares":343382,"shareType":"SH","priorValue":14257348,"priorShares":327078},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":14261744,"shares":141668,"shareType":"SH","priorValue":14473269,"priorShares":143784},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 LOW VOL","cusip":"46138E354","value":12764973,"shares":170427,"shareType":"SH","priorValue":12379345,"priorShares":169255},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"DEFINED WLT SHLD","cusip":"45783Y855","value":9340768,"shares":272564,"shareType":"SH","priorValue":9159137,"priorShares":273693},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":5874989,"shares":23133,"shareType":"SH","priorValue":5750924,"priorShares":23527},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":5039462,"shares":40504,"shareType":"SH","priorValue":4491842,"priorShares":40333},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FST LOW OPPT EFT","cusip":"33739Q200","value":3411705,"shares":68536,"shareType":"SH","priorValue":3280225,"priorShares":65855},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":3181174,"shares":46502,"shareType":"SH","priorValue":2677479,"priorShares":47147},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":3073697,"shares":21472,"shareType":"SH","priorValue":2816436,"priorShares":21496},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":2917660,"shares":19897,"shareType":"SH","priorValue":2892257,"priorShares":20024},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":2853140,"shares":22203,"shareType":"SH","priorValue":2674996,"priorShares":22238},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":2808846,"shares":15727,"shareType":"SH","priorValue":2256112,"priorShares":15591},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":2780184,"shares":23712,"shareType":"SH","priorValue":2717837,"priorShares":24773},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":2698227,"shares":18429,"shareType":"SH","priorValue":2355549,"priorShares":18385},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":2264043,"shares":16462,"shareType":"SH","priorValue":1853716,"priorShares":16389},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":2152384,"shares":4225,"shareType":"SH","priorValue":2536528,"priorShares":4197},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":2070983,"shares":10350,"shareType":"SH","priorValue":1791384,"priorShares":10272},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":1914773,"shares":17443,"shareType":"SH","priorValue":1639653,"priorShares":16997},{"issuer":"TARGET CORP","titleOfClass":"COM","cusip":"87612E106","value":1794300,"shares":13738,"shareType":"SH","priorValue":1659457,"priorShares":13692},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":1727972,"shares":1497,"shareType":"SH","priorValue":515882,"priorShares":1527},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"FOCUSED DYNAMIC","cusip":"025072810","value":1556186,"shares":11692,"shareType":"SH","priorValue":1389586,"priorShares":12184},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":1514325,"shares":13727,"shareType":"SH","priorValue":1344461,"priorShares":13828},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":1369953,"shares":23776,"shareType":"SH","priorValue":1390593,"priorShares":22928},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":1369368,"shares":1400,"shareType":"SH","priorValue":1253336,"priorShares":1400},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":1311176,"shares":1756,"shareType":"SH","priorValue":1140419,"priorShares":1754},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":1301941,"shares":62896,"shareType":"SH","priorValue":1753808,"priorShares":60497},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":1241985,"shares":39167,"shareType":"SH","priorValue":1099898,"priorShares":35851},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1024207,"shares":9043,"shareType":"SH","priorValue":1053008,"priorShares":8473},{"issuer":"DOMINION ENERGY INC","titleOfClass":"COM","cusip":"25746U109","value":998751,"shares":14625,"shareType":"SH","priorValue":896084,"priorShares":14495},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":975190,"shares":1042,"shareType":"SH","priorValue":1038208,"priorShares":1042},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":920590,"shares":2468,"shareType":"SH","priorValue":912313,"priorShares":2465},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":877526,"shares":2488,"shareType":"SH","priorValue":855736,"priorShares":2602},{"issuer":"FIRST TR EXCHANGE-TRADED ALP","titleOfClass":"MID CP GR ALPH","cusip":"33737M102","value":834590,"shares":7529,"shareType":"SH","priorValue":683658,"priorShares":7555},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":825032,"shares":1201,"shareType":"SH","priorValue":738954,"priorShares":1237},{"issuer":"ISHARES TR","titleOfClass":"TRUST ISHARE 0-1","cusip":"464288679","value":738935,"shares":6696,"shareType":"SH","priorValue":741079,"priorShares":6713},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":726556,"shares":2887,"shareType":"SH","priorValue":627520,"priorShares":2885},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":703960,"shares":2604,"shareType":"SH","priorValue":892353,"priorShares":2871},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"NASD TECH DIV","cusip":"33738R118","value":703894,"shares":6127,"shareType":"SH","priorValue":572911,"priorShares":6117},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":702003,"shares":1964,"shareType":"SH","priorValue":581109,"priorShares":2021},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":693569,"shares":2910,"shareType":"SH","priorValue":605857,"priorShares":2909},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDERSN CAP ETF","cusip":"47103U100","value":677862,"shares":7285,"shareType":"SH","priorValue":507353,"priorShares":7245},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":674777,"shares":8303,"shareType":"SH","priorValue":630974,"priorShares":8297},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"FOCUSED LRG CAP","cusip":"025072794","value":673365,"shares":8282,"shareType":"SH","priorValue":636770,"priorShares":8304},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":658513,"shares":1316,"shareType":"SH","priorValue":630148,"priorShares":1315},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":639546,"shares":4723,"shareType":"SH","priorValue":785678,"priorShares":5059},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":583303,"shares":6646,"shareType":"SH","priorValue":622537,"priorShares":6703},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INTERNL GWT","cusip":"46641Q324","value":576187,"shares":6610,"shareType":"SH","priorValue":533288,"priorShares":7183},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":523394,"shares":12362,"shareType":"SH","priorValue":611786,"priorShares":12187},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":517757,"shares":2131,"shareType":"SH","priorValue":457477,"priorShares":2106},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":448081,"shares":3277,"shareType":"SH","priorValue":555528,"priorShares":3274},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":423334,"shares":824,"shareType":"SH","priorValue":411491,"priorShares":824},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":377259,"shares":2208,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":371622,"shares":514,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":369269,"shares":998,"shareType":"SH","priorValue":343040,"priorShares":1069},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":361714,"shares":1529,"shareType":"SH","priorValue":316178,"priorShares":1470},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":357663,"shares":6277,"shareType":"SH","priorValue":306004,"priorShares":6277},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY BUFR JAN","cusip":"45782C409","value":346862,"shares":5892,"shareType":"SH","priorValue":314220,"priorShares":5892},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":337578,"shares":1200,"shareType":"SH","priorValue":289803,"priorShares":1196},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"HLTH CARE ALPH","cusip":"33734X143","value":328154,"shares":2681,"shareType":"SH","priorValue":294088,"priorShares":2679},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":304042,"shares":4226,"shareType":"SH","priorValue":277742,"priorShares":4209},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":303083,"shares":2171,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":283484,"shares":674,"shareType":"SH","priorValue":261712,"priorShares":704},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":270398,"shares":3229,"shareType":"SH","priorValue":248591,"priorShares":3310},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NY ARCA BIOTECH","cusip":"33733E203","value":266136,"shares":1074,"shareType":"SH","priorValue":215602,"priorShares":1074},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":259018,"shares":352,"shareType":"SH","priorValue":209941,"priorShares":364},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":259016,"shares":733,"shareType":"SH","priorValue":210248,"priorShares":733},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":242551,"shares":1733,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":236172,"shares":1976,"shareType":"SH"},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":229312,"shares":3797,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":219453,"shares":528,"shareType":"SH"},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":216884,"shares":5900,"shareType":"SH","priorValue":223256,"priorShares":5900},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":212664,"shares":1713,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":208319,"shares":693,"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."}