{"url":"https://nivawealth.com/firms/elevate-wealth-advisory-149713","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/149713","regulatoryAum":385513316,"crd":"149713","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4708174","suffix":null,"lastName":"BLOOM","firstName":"DEANNA","middleName":"LOUISE"},{"crd":"8047360","suffix":null,"lastName":"Colmenarez","firstName":"Jose","middleName":"Andres"},{"crd":"2972284","suffix":null,"lastName":"FEZEKAS","firstName":"ROBERT","middleName":"MATTHEW"},{"crd":"8165052","suffix":null,"lastName":"Hall","firstName":"Benjamin","middleName":"Cecil"},{"crd":"8145685","suffix":null,"lastName":"Hardeman","firstName":"Joseph","middleName":"Collinsworth"},{"crd":"3206937","suffix":null,"lastName":"HOLT","firstName":"CLARKE","middleName":"CAMERON"},{"crd":"6082305","suffix":null,"lastName":"ROSSO","firstName":"BRIAN","middleName":"JAMES"},{"crd":"5021755","suffix":null,"lastName":"ROSSO","firstName":"CYNTHIA","middleName":"DEANNE"},{"crd":"7929588","suffix":null,"lastName":"Stoller","firstName":"Gary","middleName":null},{"crd":"8257760","suffix":null,"lastName":"Townley","firstName":"Aspen","middleName":"Elizabeth"},{"crd":"454591","suffix":null,"lastName":"VICKERY","firstName":"CHARLES","middleName":"JACKSON"},{"crd":"7412557","suffix":null,"lastName":"WILKIE","firstName":"PRESTON","middleName":"DEVEREAUX"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":261347199,"clients":552,"employees":9,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":312545715,"clients":564,"employees":11,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":290883747,"clients":608,"employees":9,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":314072325,"clients":589,"employees":11,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":338136673,"clients":585,"employees":12,"offices":1},{"filedOn":"2026-03-19","regulatoryAum":385513316,"clients":635,"employees":13,"offices":1}],"secFileNumber":"801-77776","legalName":"Elevate Wealth Advisory, Inc.","displayName":"Elevate Wealth Advisory","slug":"elevate-wealth-advisory-149713","website":"https://elevate-wealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/149713/7da4d6f917a5c773-r1.webp","tone":"light","width":668,"height":200,"sourceUrl":"https://elevate-wealth.com/","sourceLabel":"Elevate Wealth Advisory, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/elevate-wealth-advisory/","founded":null,"organization":"Georgia corporation","fiscalYearEnd":"December","headquarters":{"street":"2500 Daniells Bridge RD, Building 200, Suite 2b","city":"Athens","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30606"},"tradeNames":["Vickery Financial Services, Inc."],"registration":{"secApproved":"1 April 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":608336.1402936379,"staff":{"employees":13,"advisory":10,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":385513316,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":385513316,"nonDiscretionaryAccounts":1706,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":506,"regulatoryAum":123165554},{"label":"High-net-worth individuals","clients":107,"regulatoryAum":249744500},{"label":"Pension and profit-sharing plans","clients":9,"regulatoryAum":9293870},{"label":"Charitable organizations","clients":12,"regulatoryAum":3214051},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":95341}],"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=1022096","versionId":1022096,"ratePeriod":"not_stated","fee_billing":null,"submittedOn":"2026-03-19","documentName":"EWA ADV 2A 3.19.2026","fee_rate_low":1.05,"fee_rate_high":1.65,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Tax preparation","summary":"Tax preparation is billed at $175 an hour with a two-hour minimum, or as a fixed fee starting at $350.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022096","versionId":1022096,"submittedOn":"2026-03-19","documentName":"EWA ADV 2A 3.19.2026"},{"role":"other","program":"Wealth planning","summary":"Wealth planning is billed at an hourly rate of $300, or as a fixed fee individually negotiated between $1,500 and $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022096","versionId":1022096,"submittedOn":"2026-03-19","documentName":"EWA ADV 2A 3.19.2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:24:26.585066+00:00","documents":[{"name":"EWA ADV 2A 3.19.2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022096","versionId":1022096,"submittedOn":"2026-03-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"El Paso, TX","smaAssets":337271484}],"custodyNote":"Elevate Wealth Advisory does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Cynthia Rosso","title":"President, CEO","crd":"5021755"},{"name":"Clarke Holt","title":"Chief Compliance Officer","crd":"3206937"}],"ownership":[{"label":"Cynthia Rosso","detail":"President, ceo in the 75% or more ownership band and a control person, since June 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"2500 Daniells Bridge RD, Building 200, Suite 2b","city":"Athens","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"706-353-2728","stateRegisteredReps":10,"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","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":92},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/149713/PDF/149713.pdf","brochureDate":"19 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022096","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 Elevate Wealth Advisory have?","answer":"Elevate Wealth Advisory has 635 clients and manages $386 million for them, as of March 2026. They include 506 individual clients, 107 high-net-worth individuals and 12 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Elevate Wealth Advisory offer?","answer":"Elevate Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.","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 Elevate Wealth Advisory charge?","answer":"Elevate Wealth Advisory charges 1.05%–1.65% for its Investment Management Fees. The brochure does not state whether the rate is annual. The fee is negotiable.","source":"EWA ADV 2A 3.19.2026, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Elevate Wealth Advisory use?","answer":"Elevate Wealth Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $337M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Elevate Wealth Advisory have?","answer":"Elevate Wealth Advisory has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 10 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 Elevate Wealth Advisory invest in?","answer":"At the end of its last fiscal year, Elevate Wealth Advisory’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 7% 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":"Who owns Elevate Wealth Advisory?","answer":"Elevate Wealth Advisory’s direct owner is Cynthia Rosso (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Elevate Wealth Advisory get paid?","answer":"Elevate Wealth Advisory 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 Elevate Wealth Advisory?","answer":"Elevate Wealth Advisory’s main office is at 2500 Daniells Bridge RD, Building 200, Suite 2b, Athens, GA 30606. Its phone number is 706-353-2728. Its website is elevate-wealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/elevate-wealth-advisory-149713/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2011651/000139834426014584/0001398344-26-014584-index.html","totalValue":175078610,"positionCount":127,"top10Share":0.5883335320059944,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":18167783,"shares":110597,"shareType":"SH","priorValue":15576163,"priorShares":109360},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":13760964,"shares":254738,"shareType":"SH","priorValue":12855241,"priorShares":243563},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":12883914,"shares":218445,"shareType":"SH","priorValue":12023215,"priorShares":201901},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":12789338,"shares":164155,"shareType":"SH","priorValue":12322416,"priorShares":157154},{"issuer":"ISHARES TR","titleOfClass":"0-5 YR TIPS ETF","cusip":"46429B747","value":9301196,"shares":91045,"shareType":"SH","priorValue":8640025,"priorShares":83535},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":9264054,"shares":74255,"shareType":"SH","priorValue":7647796,"priorShares":69230},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":7858379,"shares":76258,"shareType":"SH","priorValue":7210271,"priorShares":72204},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":7133736,"shares":86115,"shareType":"SH","priorValue":6237407,"priorShares":89425},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US LARG VALU ETF","cusip":"25434V666","value":6127687,"shares":154974,"shareType":"SH","priorValue":5058477,"priorShares":141654},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI INTL","cusip":"46435G326","value":5717566,"shares":64235,"shareType":"SH","priorValue":5520848,"priorShares":66063}],"positionsListed":127,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":18167783,"shares":110597,"shareType":"SH","priorValue":15576163,"priorShares":109360},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":13760964,"shares":254738,"shareType":"SH","priorValue":12855241,"priorShares":243563},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":12883914,"shares":218445,"shareType":"SH","priorValue":12023215,"priorShares":201901},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":12789338,"shares":164155,"shareType":"SH","priorValue":12322416,"priorShares":157154},{"issuer":"ISHARES TR","titleOfClass":"0-5 YR TIPS ETF","cusip":"46429B747","value":9301196,"shares":91045,"shareType":"SH","priorValue":8640025,"priorShares":83535},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":9264054,"shares":74255,"shareType":"SH","priorValue":7647796,"priorShares":69230},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":7858379,"shares":76258,"shareType":"SH","priorValue":7210271,"priorShares":72204},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":7133736,"shares":86115,"shareType":"SH","priorValue":6237407,"priorShares":89425},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US LARG VALU ETF","cusip":"25434V666","value":6127687,"shares":154974,"shareType":"SH","priorValue":5058477,"priorShares":141654},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI INTL","cusip":"46435G326","value":5717566,"shares":64235,"shareType":"SH","priorValue":5520848,"priorShares":66063},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":5650635,"shares":73816,"shareType":"SH","priorValue":5438678,"priorShares":73150},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":4770575,"shares":68249,"shareType":"SH","priorValue":4401358,"priorShares":70478},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":4543010,"shares":47112,"shareType":"SH","priorValue":3912468,"priorShares":44109},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":4119495,"shares":50275,"shareType":"SH","priorValue":3563603,"priorShares":50255},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQT MKT","cusip":"25434V104","value":2709498,"shares":52418,"shareType":"SH","priorValue":2356312,"priorShares":52223},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":2384343,"shares":47469,"shareType":"SH","priorValue":2258294,"priorShares":45211},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":2180475,"shares":26481,"shareType":"SH","priorValue":1971541,"priorShares":27717},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":2050687,"shares":64670,"shareType":"SH","priorValue":1918999,"priorShares":62549},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":1966182,"shares":12799,"shareType":"SH","priorValue":1030571,"priorShares":12611},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EX US CORE","cusip":"25434V880","value":1812563,"shares":49201,"shareType":"SH","priorValue":1668488,"priorShares":49117},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"NATL MUN BD ETF","cusip":"25434V849","value":1757205,"shares":36355,"shareType":"SH","priorValue":1756299,"priorShares":36643},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE SMCAP ETF","cusip":"922042718","value":1756715,"shares":11386,"shareType":"SH","priorValue":1641616,"priorShares":11260},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":1705899,"shares":41355,"shareType":"SH","priorValue":1614544,"priorShares":41441},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":1660918,"shares":17219,"shareType":"SH","priorValue":1704623,"priorShares":18381},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":1621306,"shares":32054,"shareType":"SH","priorValue":1461227,"priorShares":28867},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":1424327,"shares":14882,"shareType":"SH","priorValue":1438735,"priorShares":14906},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"SHOR DUR FIX ETF","cusip":"25434V864","value":1134545,"shares":23760,"shareType":"SH","priorValue":1123012,"priorShares":23455},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":1122991,"shares":4632,"shareType":"SH","priorValue":1006770,"priorShares":4712},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US VLU","cusip":"464287663","value":1076386,"shares":9772,"shareType":"SH","priorValue":997142,"priorShares":9752},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":1031546,"shares":23254,"shareType":"SH","priorValue":943240,"priorShares":24273},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":922579,"shares":18240,"shareType":"SH","priorValue":899317,"priorShares":18026},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":877870,"shares":2353,"shareType":"SH","priorValue":755639,"priorShares":2041},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":857109,"shares":5424,"shareType":"SH","priorValue":837345,"priorShares":5654},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":812397,"shares":4060,"shareType":"SH","priorValue":577817,"priorShares":3313},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":777754,"shares":2688,"shareType":"SH","priorValue":642781,"priorShares":2533},{"issuer":"ISHARES U S ETF TR","titleOfClass":"SHOR DURA BD ETF","cusip":"46431W507","value":734176,"shares":14492,"shareType":"SH","priorValue":687252,"priorShares":13519},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EQUITY ETF","cusip":"25434V617","value":695767,"shares":8404,"shareType":"SH","priorValue":568401,"priorShares":7704},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":687979,"shares":6834,"shareType":"SH","priorValue":637983,"priorShares":6338},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US HIGH PROF ETF","cusip":"25434V831","value":681893,"shares":16341,"shareType":"SH","priorValue":523817,"priorShares":14250},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":662461,"shares":12043,"shareType":"SH","priorValue":582581,"priorShares":12022},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CORE FIXE IN ETF","cusip":"25434V872","value":619980,"shares":14688,"shareType":"SH","priorValue":612654,"priorShares":14511},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":614514,"shares":2801,"shareType":"SH","priorValue":571240,"priorShares":2978},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":600798,"shares":3167,"shareType":"SH","priorValue":604465,"priorShares":3134},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":572280,"shares":6996,"shareType":"SH","priorValue":543294,"priorShares":7094},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 1 ETF","cusip":"25434V625","value":550414,"shares":6714,"shareType":"SH","priorValue":240891,"priorShares":3342},{"issuer":"ISHARES TR","titleOfClass":"SHRT NAT MUN ETF","cusip":"464288158","value":494553,"shares":4645,"shareType":"SH","priorValue":511520,"priorShares":4803},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":483222,"shares":5008,"shareType":"SH","priorValue":89121,"priorShares":1106},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":464786,"shares":11582,"shareType":"SH","priorValue":495840,"priorShares":12572},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":463300,"shares":723,"shareType":"SH","priorValue":237531,"priorShares":723},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":452853,"shares":905,"shareType":"SH","priorValue":658900,"priorShares":1375},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US REAL ESTA ETF","cusip":"25434V823","value":441293,"shares":16869,"shareType":"SH","priorValue":406780,"priorShares":17200},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":437045,"shares":4061,"shareType":"SH","priorValue":502620,"priorShares":4735},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":430894,"shares":11108,"shareType":"SH","priorValue":388819,"priorShares":11096},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":426286,"shares":1152,"shareType":"SH","priorValue":367648,"priorShares":1146},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":419474,"shares":569,"shareType":"SH","priorValue":328415,"priorShares":569},{"issuer":"VANGUARD WORLD FD","titleOfClass":"UTILITIES ETF","cusip":"92204A876","value":414017,"shares":2115,"shareType":"SH","priorValue":424266,"priorShares":2141},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMGR CRE EQT MNG","cusip":"25434V302","value":400070,"shares":9950,"shareType":"SH","priorValue":336891,"priorShares":9950},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":387410,"shares":3241,"shareType":"SH","priorValue":243772,"priorShares":349},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":383499,"shares":1609,"shareType":"SH","priorValue":272009,"priorShares":1306},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL HIGH PROFIT","cusip":"25434V765","value":369335,"shares":10823,"shareType":"SH","priorValue":300935,"priorShares":9340},{"issuer":"ISHARES TR","titleOfClass":"CORE 60 BALA ETF","cusip":"464289867","value":361261,"shares":5198,"shareType":"SH","priorValue":335521,"priorShares":5214},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":361028,"shares":313,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":348358,"shares":1437,"shareType":"SH","priorValue":314344,"priorShares":1437},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US L","cusip":"808524771","value":341945,"shares":10995,"shareType":"SH","priorValue":220990,"priorShares":7935},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":326566,"shares":914,"shareType":"SH","priorValue":652988,"priorShares":2271},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP E","cusip":"25434V773","value":319624,"shares":9124,"shareType":"SH","priorValue":303664,"priorShares":9019},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":311868,"shares":953,"shareType":"SH","priorValue":277892,"priorShares":945},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":311527,"shares":1028,"shareType":"SH","priorValue":269165,"priorShares":1028},{"issuer":"ISHARES TR","titleOfClass":"CORE 1 5 YR USD","cusip":"46432F859","value":304651,"shares":6314,"shareType":"SH","priorValue":298950,"priorShares":6169},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":300092,"shares":8054,"shareType":"SH","priorValue":266759,"priorShares":7508},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":283007,"shares":1803,"shareType":"SH","priorValue":246956,"priorShares":1785},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":278318,"shares":2173,"shareType":"SH","priorValue":231477,"priorShares":2082},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":268206,"shares":5050,"shareType":"SH","priorValue":309363,"priorShares":5050},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE MIN VL","cusip":"46429B689","value":266694,"shares":3041,"shareType":"SH","priorValue":284378,"priorShares":3112},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":240633,"shares":637,"shareType":"SH"},{"issuer":"CARRIER GLOBAL CORPORATION","titleOfClass":"COM","cusip":"14448C104","value":233620,"shares":3185,"shareType":"SH"},{"issuer":"KEYSIGHT TECHNOLOGIES INC","titleOfClass":"COM","cusip":"49338L103","value":223695,"shares":639,"shareType":"SH"},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":218902,"shares":2854,"shareType":"SH","priorValue":220272,"priorShares":2854},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":217401,"shares":2543,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":210871,"shares":2448,"shareType":"SH","priorValue":178210,"priorShares":408},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"INTERMEDIATE TRM","cusip":"922907738","value":181241,"shares":1795,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL VLU FT","cusip":"46435G409","value":173598,"shares":4151,"shareType":"SH","priorValue":164715,"priorShares":4151},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":164615,"shares":466,"shareType":"SH","priorValue":68526,"priorShares":239},{"issuer":"ISHARES TR","titleOfClass":"CORE 80 20 ETF","cusip":"464289859","value":163480,"shares":1675,"shareType":"SH","priorValue":146893,"priorShares":1660},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS VA","cusip":"25434V740","value":154370,"shares":3618,"shareType":"SH","priorValue":129703,"priorShares":3625},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":143772,"shares":4963,"shareType":"SH","priorValue":126174,"priorShares":4747},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":137465,"shares":545,"shareType":"SH","priorValue":98874,"priorShares":545},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":128060,"shares":171,"shareType":"SH","priorValue":111699,"priorShares":171},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS INFLATIN","cusip":"025072240","value":109965,"shares":1479,"shareType":"SH","priorValue":107926,"priorShares":1479},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INFLATION PROTE","cusip":"25434V856","value":99095,"shares":2402,"shareType":"SH","priorValue":100211,"priorShares":2402},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":87159,"shares":1150,"shareType":"SH","priorValue":57548,"priorShares":820},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL REIT ETF","cusip":"46434V647","value":82631,"shares":2992,"shareType":"SH","priorValue":75241,"priorShares":2992},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524748","value":81289,"shares":1674,"shareType":"SH","priorValue":77607,"priorShares":1674},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US S","cusip":"808524763","value":81144,"shares":2132,"shareType":"SH","priorValue":69141,"priorShares":2132},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":80532,"shares":543,"shareType":"SH","priorValue":67500,"priorShares":543},{"issuer":"ISHARES TR","titleOfClass":"ISHS 1-5YR INVS","cusip":"464288646","value":80397,"shares":1534,"shareType":"SH","priorValue":80627,"priorShares":1534},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":78279,"shares":2703,"shareType":"SH","priorValue":67845,"priorShares":2703},{"issuer":"ISHARES TR","titleOfClass":"EAFE SML CP ETF","cusip":"464288273","value":68942,"shares":838,"shareType":"SH","priorValue":75274,"priorShares":960},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":64071,"shares":294,"shareType":"SH","priorValue":57683,"priorShares":294},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL CR ETF","cusip":"25434V567","value":61012,"shares":1116,"shareType":"SH","priorValue":60414,"priorShares":1116},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":54058,"shares":494,"shareType":"SH","priorValue":54518,"priorShares":494},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL SUSTAINA","cusip":"25434V674","value":47264,"shares":907,"shareType":"SH","priorValue":46931,"priorShares":907},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":40780,"shares":412,"shareType":"SH","priorValue":32362,"priorShares":326},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":33731,"shares":830,"shareType":"SH","priorValue":49959,"priorShares":1446},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOB CO PLUS ETF","cusip":"25434V583","value":31859,"shares":585,"shareType":"SH","priorValue":31584,"priorShares":585},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":30800,"shares":516,"shareType":"SH","priorValue":27890,"priorShares":516},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL HIGH ETF","cusip":"921946794","value":24845,"shares":253,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":24290,"shares":315,"shareType":"SH","priorValue":21272,"priorShares":315},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":23878,"shares":56,"shareType":"SH","priorValue":20758,"priorShares":56},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL QUALTY","cusip":"46434V456","value":23733,"shares":479,"shareType":"SH","priorValue":22143,"priorShares":479},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR DISCR ETF","cusip":"81369Y407","value":21119,"shares":180,"shareType":"SH","priorValue":19624,"priorShares":180},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":20570,"shares":60,"shareType":"SH","priorValue":14399,"priorShares":60},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":19981,"shares":224,"shareType":"SH","priorValue":19004,"priorShares":224},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":18004,"shares":110,"shareType":"SH","priorValue":24890,"priorShares":176},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":15892,"shares":53,"shareType":"SH","priorValue":14474,"priorShares":53},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SUSTAINABILTY","cusip":"25434V716","value":15714,"shares":337,"shareType":"SH","priorValue":13847,"priorShares":337},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ENERGY ETF","cusip":"92204A306","value":11560,"shares":77,"shareType":"SH","priorValue":13324,"priorShares":77},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS ALL EQT","cusip":"025072232","value":11297,"shares":114,"shareType":"SH","priorValue":9682,"priorShares":110},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":11117,"shares":37,"shareType":"SH","priorValue":9176,"priorShares":37},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":5960,"shares":48,"shareType":"SH","priorValue":5117,"priorShares":12},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US LARG VECT ETF","cusip":"25434V641","value":5756,"shares":70,"shareType":"SH","priorValue":5201,"priorShares":70},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US LARGE CAP VLU","cusip":"025072349","value":5564,"shares":61,"shareType":"SH","priorValue":4917,"priorShares":61},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MATERIALS ETF","cusip":"92204A801","value":5491,"shares":24,"shareType":"SH","priorValue":5408,"priorShares":24},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"EMERGING MKT VAL","cusip":"025072372","value":3149,"shares":48,"shareType":"SH","priorValue":2879,"priorShares":48},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000IDX","cusip":"92206C730","value":2710,"shares":8,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EXPANDED TECH","cusip":"464287515","value":91,"shares":1,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US TRSPRTION","cusip":"464287192","value":87,"shares":1,"shareType":"SH","priorValue":75,"priorShares":1}]},"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."}