{"url":"https://nivawealth.com/firms/glr-partners-334902","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/334902","regulatoryAum":260700422,"crd":"334902","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4581002","suffix":null,"lastName":"Gaige","firstName":"Richard","middleName":"Michael"},{"crd":"2801169","suffix":null,"lastName":"Lavallee","firstName":"Wayne","middleName":"Thomas"},{"crd":"5929998","suffix":null,"lastName":"Reed","firstName":"Jeremy","middleName":"Joseph"}],"total":3,"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":"2025-06-03","regulatoryAum":0,"clients":0,"employees":4,"offices":1},{"filedOn":"2026-07-02","regulatoryAum":260700422,"clients":173,"employees":5,"offices":1}],"secFileNumber":"801-132581","legalName":"GLR Partners, LLC","displayName":"GLR Partners","slug":"glr-partners-334902","website":"https://glrpartners.net/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/334902/20f13368cfd3027a-r1.webp","tone":"light","width":1716,"height":200,"sourceUrl":"https://www.glrpartners.net/","sourceLabel":"GLR Partners, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/glr-partnersllc/","founded":null,"organization":"Maryland limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8820 Columbia 100 Parkway, Suite 230","city":"Columbia","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21045"},"tradeNames":[],"registration":{"secApproved":"15 May 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1526828.5352941176,"staff":{"employees":5,"advisory":3,"brokerDealerReps":3,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":260700422,"discretionary":260700422,"discretionaryAccounts":674,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":103,"regulatoryAum":35470562},{"label":"High-net-worth individuals","clients":67,"regulatoryAum":224090289},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":15407},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":1124164}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.25,"from":0},{"to":3000000,"pct":1,"from":500000},{"to":10000000,"pct":0.75,"from":3000000},{"to":null,"pct":0.5,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050708","versionId":1050708,"ratePeriod":"not_stated","fee_billing":"advance","submittedOn":"2026-07-02","documentName":"GLR PARNTERS ADV PART 2A 9-2025","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting Services","summary":"Financial-planning-only clients pay a fixed fee with a $1,500 minimum, which may be higher depending on the complexity of the plan.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050708","versionId":1050708,"submittedOn":"2026-07-02","documentName":"GLR PARNTERS ADV PART 2A 9-2025"},{"role":"other","program":"Retirement Plan Investment Management","summary":"Retirement plan advisory clients pay an asset-based fee of up to 0.75% per annum.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050708","versionId":1050708,"submittedOn":"2026-07-02","documentName":"GLR PARNTERS ADV PART 2A 9-2025"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:58:00.536751+00:00","documents":[{"name":"GLR PARNTERS ADV PART 2A 9-2025","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050708","versionId":1050708,"submittedOn":"2026-07-02"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":245960198}],"custodyNote":"GLR Partners has custody of $11.1M in client assets for 33 clients.","otherCustodians":[],"leadership":[{"name":"Kevin Kim","title":"Chief Compliance Officer","crd":"8004229"},{"name":"Richard Gaige","title":"Managing Member","crd":"4581002"},{"name":"Wayne Lavallee","title":"Managing Member","crd":"2801169"},{"name":"Jeremy Reed","title":"Managing Member","crd":"5929998"}],"ownership":[{"label":"Jeremy Reed","detail":"Managing member in the 25% to 50% ownership band and a control person, since May 2025."},{"label":"Wayne Lavallee","detail":"Managing member in the 25% to 50% ownership band and a control person, since May 2025."},{"label":"Richard Gaige","detail":"Managing member in the 25% to 50% ownership band and a control person, since May 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"8820 Columbia 100 Parkway, Suite 230","city":"Columbia","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-446-9094","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","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","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":30},{"label":"U.S. government/agency bonds","percent":1},{"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":4},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":3,"detail":"Alternative Funds"}],"privateFunds":0},"sources":{"adv1FilingDate":"2 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/334902/PDF/334902.pdf","brochureDate":"2 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050708","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 GLR Partners have?","answer":"GLR Partners has 173 clients and manages $261 million for them, as of July 2026. They include 103 individual clients, 67 high-net-worth individuals, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does GLR Partners offer?","answer":"GLR Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does GLR Partners charge?","answer":"GLR Partners charges 0.50%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"GLR PARNTERS ADV PART 2A 9-2025, filed 2 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does GLR Partners use?","answer":"GLR Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $246M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does GLR Partners have?","answer":"GLR Partners has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does GLR Partners invest in?","answer":"At the end of its last fiscal year, GLR Partners’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 4% pooled vehicles (private funds and similar), 3% other, 2% cash and equivalents and 1% U.S. government and agency bonds. The 3% other category is described as: Alternative Funds.","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 GLR Partners?","answer":"GLR Partners’ direct owners are Jeremy Reed, Wayne Lavallee and Richard Gaige, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does GLR Partners get paid?","answer":"GLR Partners is paid through a percentage of assets under management 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 GLR Partners?","answer":"GLR Partners’ main office is at 8820 Columbia 100 Parkway, Suite 230, Columbia, MD 21045. Its phone number is 410-446-9094. Its website is glrpartners.net.","source":"Form ADV Part 1A, Item 1.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/glr-partners-334902/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-27","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2134831/000176538026000228/0001765380-26-000228-index.html","totalValue":214735086,"positionCount":111,"top10Share":0.4617637752965996,"top10":[{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":17737512,"shares":285169,"shareType":"SH","priorValue":16520157,"priorShares":264069},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":13733464,"shares":149863,"shareType":"SH","priorValue":10990568,"priorShares":119932},{"issuer":"WISDOMTREE TR","titleOfClass":"US QUALITY GROW","cusip":"97717Y477","value":13575504,"shares":205596,"shareType":"SH","priorValue":10537091,"priorShares":197213},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":11865268,"shares":137744,"shareType":"SH","priorValue":10317417,"priorShares":23621},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":9605701,"shares":44077,"shareType":"SH","priorValue":8770925,"priorShares":44704},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":8526704,"shares":94636,"shareType":"SH","priorValue":6302125,"priorShares":83816},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":6427364,"shares":54016,"shareType":"SH","priorValue":4953561,"priorShares":50593},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":6258863,"shares":21630,"shareType":"SH","priorValue":5487846,"priorShares":21546},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":5884871,"shares":15975,"shareType":"SH","priorValue":6410030,"priorShares":14897},{"issuer":"PACER FDS TR","titleOfClass":"TRENDP US LAR CP","cusip":"69374H105","value":5541633,"shares":95119,"shareType":"SH","priorValue":4898138,"priorShares":93369}],"positionsListed":111,"positions":[{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":17737512,"shares":285169,"shareType":"SH","priorValue":16520157,"priorShares":264069},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":13733464,"shares":149863,"shareType":"SH","priorValue":10990568,"priorShares":119932},{"issuer":"WISDOMTREE TR","titleOfClass":"US QUALITY GROW","cusip":"97717Y477","value":13575504,"shares":205596,"shareType":"SH","priorValue":10537091,"priorShares":197213},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":11865268,"shares":137744,"shareType":"SH","priorValue":10317417,"priorShares":23621},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":9605701,"shares":44077,"shareType":"SH","priorValue":8770925,"priorShares":44704},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":8526704,"shares":94636,"shareType":"SH","priorValue":6302125,"priorShares":83816},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":6427364,"shares":54016,"shareType":"SH","priorValue":4953561,"priorShares":50593},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":6258863,"shares":21630,"shareType":"SH","priorValue":5487846,"priorShares":21546},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":5884871,"shares":15975,"shareType":"SH","priorValue":6410030,"priorShares":14897},{"issuer":"PACER FDS TR","titleOfClass":"TRENDP US LAR CP","cusip":"69374H105","value":5541633,"shares":95119,"shareType":"SH","priorValue":4898138,"priorShares":93369},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":5089546,"shares":16869,"shareType":"SH","priorValue":2520766,"priorShares":1712},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":5019720,"shares":46643,"shareType":"SH","priorValue":4556489,"priorShares":42925},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":4220880,"shares":11946,"shareType":"SH","priorValue":3276802,"priorShares":11423},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3760042,"shares":10080,"shareType":"SH","priorValue":3619892,"priorShares":9779},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":3599788,"shares":10073,"shareType":"SH","priorValue":2922472,"priorShares":10163},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":3558900,"shares":5060,"shareType":"SH","priorValue":3082566,"priorShares":4998},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":3403531,"shares":17010,"shareType":"SH","priorValue":2947709,"priorShares":16902},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":3350869,"shares":33854,"shareType":"SH","priorValue":3189744,"priorShares":32132},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":3250183,"shares":5770,"shareType":"SH","priorValue":3163879,"priorShares":5530},{"issuer":"COMFORT SYS USA INC","titleOfClass":"COM","cusip":"199908104","value":3244452,"shares":1637,"shareType":"SH","priorValue":2308429,"priorShares":1674},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":3164790,"shares":8378,"shareType":"SH","priorValue":2609788,"priorShares":8432},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":3124515,"shares":2605,"shareType":"SH","priorValue":2447508,"priorShares":2661},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":2994490,"shares":8728,"shareType":"SH","priorValue":2588081,"priorShares":8563},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":2976867,"shares":12490,"shareType":"SH","priorValue":2472998,"priorShares":11874},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":2859972,"shares":4010,"shareType":"SH","priorValue":2234935,"priorShares":4154},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":2819501,"shares":46381,"shareType":"SH","priorValue":2348353,"priorShares":41505},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":2372349,"shares":4741,"shareType":"SH","priorValue":2356706,"priorShares":4918},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":2249676,"shares":2300,"shareType":"SH","priorValue":2122614,"priorShares":2371},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1869229,"shares":2496,"shareType":"SH","priorValue":1506955,"priorShares":2307},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":1861735,"shares":12553,"shareType":"SH","priorValue":1406692,"priorShares":11316},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":1851545,"shares":25932,"shareType":"SH","priorValue":2356060,"priorShares":24504},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":1818565,"shares":10705,"shareType":"SH"},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":1772699,"shares":3416,"shareType":"SH","priorValue":1629067,"priorShares":3286},{"issuer":"ROBINHOOD MKTS INC","titleOfClass":"COM CL A","cusip":"770700102","value":1765730,"shares":17608,"shareType":"SH","priorValue":1305751,"priorShares":18842},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":1714796,"shares":4312,"shareType":"SH","priorValue":1941229,"priorShares":4211},{"issuer":"MEDPACE HLDGS INC","titleOfClass":"COM","cusip":"58506Q109","value":1588770,"shares":3000,"shareType":"SH","priorValue":1442011,"priorShares":3003},{"issuer":"MERCADOLIBRE INC","titleOfClass":"COM","cusip":"58733R102","value":1469940,"shares":866,"shareType":"SH","priorValue":1497331,"priorShares":866},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":1464979,"shares":4833,"shareType":"SH","priorValue":1180997,"priorShares":4509},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":1456495,"shares":15816,"shareType":"SH","priorValue":1491083,"priorShares":16153},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":1395756,"shares":3221,"shareType":"SH","priorValue":674311,"priorShares":3156},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1379156,"shares":11107,"shareType":"SH","priorValue":1193494,"priorShares":2799},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1356708,"shares":5342,"shareType":"SH","priorValue":1313865,"priorShares":5375},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":1272549,"shares":25254,"shareType":"SH","priorValue":1170877,"priorShares":25649},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1198028,"shares":3660,"shareType":"SH","priorValue":1109866,"priorShares":3773},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400VL ETF","cusip":"464287705","value":1005746,"shares":6808,"shareType":"SH","priorValue":927500,"priorShares":7000},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":916041,"shares":1267,"shareType":"SH","priorValue":443302,"priorShares":1297},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":903855,"shares":11970,"shareType":"SH","priorValue":1055275,"priorShares":11970},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":890203,"shares":3672,"shareType":"SH","priorValue":808741,"priorShares":3785},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":863418,"shares":2361,"shareType":"SH","priorValue":737490,"priorShares":2440},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"CALL","cusip":"78462F903","value":821447,"shares":1100,"shareType":"SH"},{"issuer":"BARINTHUS BIOTHERAPEUTICS PL","titleOfClass":"ADS","cusip":"91864C107","value":820629,"shares":1243377,"shareType":"SH","priorValue":707482,"priorShares":1243377},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":814502,"shares":3352,"shareType":"SH","priorValue":758637,"priorShares":3492},{"issuer":"PRECIGEN INC","titleOfClass":"COM","cusip":"74017N105","value":798963,"shares":140169,"shareType":"SH","priorValue":1594622,"priorShares":412047},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":688224,"shares":1340,"shareType":"SH","priorValue":669544,"priorShares":1340},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":683666,"shares":642,"shareType":"SH","priorValue":461207,"priorShares":651},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":673266,"shares":1909,"shareType":"SH","priorValue":733754,"priorShares":2231},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":635995,"shares":2135,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":634195,"shares":27840,"shareType":"SH","priorValue":646474,"priorShares":28218},{"issuer":"WILLIAMS SONOMA INC","titleOfClass":"COM","cusip":"969904101","value":602330,"shares":2584,"shareType":"SH","priorValue":492473,"priorShares":2701},{"issuer":"ISHARES TR","titleOfClass":"NEW YORK MUN ETF","cusip":"464288323","value":595542,"shares":11048,"shareType":"SH","priorValue":586870,"priorShares":11048},{"issuer":"RESMED INC","titleOfClass":"COM","cusip":"761152107","value":561839,"shares":2883,"shareType":"SH","priorValue":610810,"priorShares":2721},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":557232,"shares":3800,"shareType":"SH","priorValue":549016,"priorShares":3801},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":547145,"shares":743,"shareType":"SH","priorValue":423650,"priorShares":734},{"issuer":"ISHARES TR","titleOfClass":"TRUST ISHARE 0-1","cusip":"464288679","value":524163,"shares":4750,"shareType":"SH","priorValue":524353,"priorShares":4750},{"issuer":"ISHARES TR","titleOfClass":"EXPND TEC SC ETF","cusip":"464287549","value":520675,"shares":3183,"shareType":"SH","priorValue":377217,"priorShares":3183},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":519862,"shares":5923,"shareType":"SH","priorValue":499880,"priorShares":5382},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":506127,"shares":2260,"shareType":"SH"},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":493231,"shares":3904,"shareType":"SH","priorValue":522359,"priorShares":3748},{"issuer":"PUBLIC SVC ENTERPRISE GROUP","titleOfClass":"COM","cusip":"744573106","value":485661,"shares":5984,"shareType":"SH","priorValue":482138,"priorShares":5956},{"issuer":"WW GRAINGER INC","titleOfClass":"COM","cusip":"384802104","value":474780,"shares":349,"shareType":"SH","priorValue":377420,"priorShares":346},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":460289,"shares":1532,"shareType":"SH","priorValue":364560,"priorShares":1470},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":419764,"shares":1774,"shareType":"SH","priorValue":415281,"priorShares":1931},{"issuer":"NETAPP INC","titleOfClass":"COM","cusip":"64110D104","value":393709,"shares":2544,"shareType":"SH","priorValue":254542,"priorShares":2486},{"issuer":"INTUIT","titleOfClass":"COM","cusip":"461202103","value":382887,"shares":1467,"shareType":"SH"},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":374778,"shares":496,"shareType":"SH","priorValue":363451,"priorShares":420},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":373394,"shares":6965,"shareType":"SH","priorValue":203651,"priorShares":4125},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":373253,"shares":399,"shareType":"SH","priorValue":273022,"priorShares":274},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":363390,"shares":2482,"shareType":"SH","priorValue":317994,"priorShares":2482},{"issuer":"NOVO-NORDISK A S","titleOfClass":"ADR","cusip":"670100205","value":361132,"shares":7533,"shareType":"SH","priorValue":276838,"priorShares":7533},{"issuer":"PACCAR INC","titleOfClass":"COM","cusip":"693718108","value":345946,"shares":2880,"shareType":"SH","priorValue":307115,"priorShares":2659},{"issuer":"EBAY INC.","titleOfClass":"COM","cusip":"278642103","value":334244,"shares":2991,"shareType":"SH","priorValue":293266,"priorShares":3222},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":326005,"shares":881,"shareType":"SH"},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":323151,"shares":4402,"shareType":"SH","priorValue":348391,"priorShares":4731},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL TEC","cusip":"46137V282","value":306375,"shares":4750,"shareType":"SH","priorValue":214985,"priorShares":4750},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":299841,"shares":3699,"shareType":"SH","priorValue":375130,"priorShares":5494},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":281608,"shares":2263,"shareType":"SH","priorValue":393606,"priorShares":1985},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":275987,"shares":1021,"shareType":"SH","priorValue":317317,"priorShares":1021},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":274539,"shares":1447,"shareType":"SH","priorValue":279126,"priorShares":1447},{"issuer":"FASTENAL CO","titleOfClass":"COM","cusip":"311900104","value":271177,"shares":5646,"shareType":"SH","priorValue":215946,"priorShares":4654},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":265225,"shares":1693,"shareType":"SH","priorValue":226057,"priorShares":1211},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":264520,"shares":978,"shareType":"SH","priorValue":258208,"priorShares":992},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":261544,"shares":272,"shareType":"SH","priorValue":261585,"priorShares":272},{"issuer":"POWELL INDS INC","titleOfClass":"COM","cusip":"739128106","value":257151,"shares":898,"shareType":"SH"},{"issuer":"ROCKET LAB CORP","titleOfClass":"COM","cusip":"773121108","value":254125,"shares":2500,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":252439,"shares":1325,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":251402,"shares":894,"shareType":"SH"},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":251340,"shares":5325,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":247928,"shares":332,"shareType":"SH","priorValue":204857,"priorShares":315},{"issuer":"CINTAS CORP","titleOfClass":"COM","cusip":"172908105","value":240663,"shares":1415,"shareType":"SH","priorValue":238318,"priorShares":1409},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":240384,"shares":350,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":230045,"shares":1699,"shareType":"SH","priorValue":263838,"priorShares":1699},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":229948,"shares":1957,"shareType":"SH","priorValue":238469,"priorShares":2370},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":224727,"shares":4443,"shareType":"SH","priorValue":255686,"priorShares":5125},{"issuer":"COLGATE PALMOLIVE CO","titleOfClass":"COM","cusip":"194162103","value":224616,"shares":2450,"shareType":"SH"},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":220302,"shares":4635,"shareType":"SH"},{"issuer":"NEBIUS GROUP N.V.","titleOfClass":"SHS CLASS A","cusip":"N97284108","value":219279,"shares":794,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR NUVEE ETF","cusip":"78468R721","value":218970,"shares":4781,"shareType":"SH","priorValue":309446,"priorShares":6825},{"issuer":"INTUITIVE MACHINES INC","titleOfClass":"CLASS A COM","cusip":"46125A100","value":218713,"shares":10225,"shareType":"SH"},{"issuer":"REGENERON PHARMACEUTICALS","titleOfClass":"COM","cusip":"75886F107","value":218239,"shares":350,"shareType":"SH","priorValue":270424,"priorShares":350},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":206703,"shares":1247,"shareType":"SH","priorValue":278901,"priorShares":1348},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":202982,"shares":1954,"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."}