{"url":"https://nivawealth.com/firms/independent-family-office-144811","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144811","regulatoryAum":760100086,"crd":"144811","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6993180","suffix":null,"lastName":"AVINO","firstName":"CHRISTOPHER","middleName":null},{"crd":"5611394","suffix":null,"lastName":"RAJAN","firstName":"VIJU","middleName":"PHILIP"},{"crd":"1673416","suffix":null,"lastName":"REICKERT","firstName":"WILLIAM","middleName":"MICHAEL"}],"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":"2021-03-21","regulatoryAum":492084143,"clients":14,"employees":15,"offices":1},{"filedOn":"2022-06-07","regulatoryAum":508162463,"clients":21,"employees":13,"offices":1},{"filedOn":"2023-03-02","regulatoryAum":525800009,"clients":26,"employees":13,"offices":1},{"filedOn":"2024-03-07","regulatoryAum":556353136,"clients":33,"employees":15,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":617830484,"clients":34,"employees":18,"offices":1},{"filedOn":"2026-04-21","regulatoryAum":760100086,"clients":43,"employees":19,"offices":1}],"secFileNumber":"801-74757","legalName":"Independent Family Office, LLC","displayName":"Independent Family Office","slug":"independent-family-office-144811","website":"https://ifollc.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/144811/e15247eb9f27d76d-r1.webp","tone":"dark","width":520,"height":200,"sourceUrl":"https://ifollc.com","sourceLabel":"Independent Family Office, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/independent-family-office-llc","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"677 Broadway, 7th Floor","city":"Albany","state":"NY","stateName":"New York","country":"United States","postalCode":"12207"},"tradeNames":[],"registration":{"secApproved":"16 April 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":17676746.18604651,"staff":{"employees":19,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":760100086,"discretionary":760071506,"discretionaryAccounts":197,"nonDiscretionary":28580,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":43,"regulatoryAum":760100086}],"feePrograms":[{"role":"main","program":"Investment Supervisory Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042110","versionId":1042110,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-04-21","documentName":"IFO FORM ADV PART 2A","fee_rate_low":0.2,"fee_rate_high":0.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning, Tax and Bill Paying Services","summary":"Financial planning, tax preparation and bill paying are charged an annual fixed retainer, billed quarterly in advance, or a negotiated fixed fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042110","versionId":1042110,"submittedOn":"2026-04-21","documentName":"IFO FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:41:33.25726+00:00","documents":[{"name":"IFO FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042110","versionId":1042110,"submittedOn":"2026-04-21"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":661929748}],"custodyNote":"Independent Family Office has custody of $72.7M in client assets for 4 clients.","otherCustodians":[],"leadership":[{"name":"William Reickert","title":"Founding Member and Chief Compliance Officer","crd":"1673416"},{"name":"Viju Rajan","title":"Managing Member","crd":"5611394"}],"ownership":[{"label":"William Reickert","detail":"Founding member and chief compliance officer in the 75% or more ownership band and a control person, since January 2026."},{"label":"Viju Rajan","detail":"Managing member in the 25% to 50% ownership band and a control person, since January 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"677 Broadway, 7th Floor","city":"Albany","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"518-452-8050","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","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"U.S. government/agency bonds","percent":21},{"label":"Securities issued by registered investment companies or business development companies","percent":48},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":5},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"21 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/144811/PDF/144811.pdf","brochureDate":"21 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042110","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 Independent Family Office have?","answer":"Independent Family Office has 43 clients and manages $760 million for them, as of April 2026. They include 43 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Independent Family Office offer?","answer":"Independent Family Office provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Independent Family Office charge?","answer":"Independent Family Office charges 0.20%–0.75% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.","source":"IFO FORM ADV PART 2A, filed 21 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Independent Family Office use?","answer":"Independent Family Office’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $662M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Independent Family Office have?","answer":"Independent Family Office has 3 investment adviser representatives registered with state securities authorities, out of 19 employees, and 3 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 Independent Family Office invest in?","answer":"At the end of its last fiscal year, Independent Family Office’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 21% U.S. government and agency bonds, 5% pooled vehicles (private funds and similar) and 4% 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 Independent Family Office?","answer":"Independent Family Office’s direct owners are William Reickert (75% or more) and Viju Rajan (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Independent Family Office get paid?","answer":"Independent Family Office 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 Independent Family Office?","answer":"Independent Family Office’s main office is at 677 Broadway, 7th Floor, Albany, NY 12207. Its phone number is 518-452-8050. Its website is ifollc.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/independent-family-office-144811/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-11","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1756485/000195175726001227/0001951757-26-001227-index.html","totalValue":248940932,"positionCount":85,"top10Share":0.6418414710522575,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":34503014,"shares":46203,"shareType":"SH","priorValue":30054162,"priorShares":46213},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":28385417,"shares":375916,"shareType":"SH","priorValue":32940543,"priorShares":373645},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":20888496,"shares":86163,"shareType":"SH","priorValue":18090371,"priorShares":84665},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":19090571,"shares":27796,"shareType":"SH","priorValue":15554824,"priorShares":26031},{"issuer":"PTC INC","titleOfClass":"COM","cusip":"69370C100","value":12702507,"shares":111808,"shareType":"SH","priorValue":16179740,"priorShares":113550},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":10185707,"shares":27650,"shareType":"SH","priorValue":11689688,"priorShares":27167},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":9918155,"shares":33011,"shareType":"SH","priorValue":8186728,"priorShares":33011},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":8575294,"shares":120355,"shareType":"SH","priorValue":7315885,"priorShares":114168},{"issuer":"LISTED FDS TR","titleOfClass":"HORI KI INFL ETF","cusip":"53656F623","value":7914210,"shares":158665,"shareType":"SH","priorValue":7805200,"priorShares":149927},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":7617243,"shares":34436,"shareType":"SH","priorValue":6522465,"priorShares":34403}],"positionsListed":85,"positions":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":34503014,"shares":46203,"shareType":"SH","priorValue":30054162,"priorShares":46213},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":28385417,"shares":375916,"shareType":"SH","priorValue":32940543,"priorShares":373645},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":20888496,"shares":86163,"shareType":"SH","priorValue":18090371,"priorShares":84665},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":19090571,"shares":27796,"shareType":"SH","priorValue":15554824,"priorShares":26031},{"issuer":"PTC INC","titleOfClass":"COM","cusip":"69370C100","value":12702507,"shares":111808,"shareType":"SH","priorValue":16179740,"priorShares":113550},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":10185707,"shares":27650,"shareType":"SH","priorValue":11689688,"priorShares":27167},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":9918155,"shares":33011,"shareType":"SH","priorValue":8186728,"priorShares":33011},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":8575294,"shares":120355,"shareType":"SH","priorValue":7315885,"priorShares":114168},{"issuer":"LISTED FDS TR","titleOfClass":"HORI KI INFL ETF","cusip":"53656F623","value":7914210,"shares":158665,"shareType":"SH","priorValue":7805200,"priorShares":149927},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":7617243,"shares":34436,"shareType":"SH","priorValue":6522465,"priorShares":34403},{"issuer":"TOAST INC","titleOfClass":"CL A","cusip":"888787108","value":6955000,"shares":250000,"shareType":"SH","priorValue":6627500,"priorShares":250000},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":6112264,"shares":12215,"shareType":"SH","priorValue":5853428,"priorShares":12215},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":5725258,"shares":24196,"shareType":"SH","priorValue":5322090,"priorShares":24747},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":4950491,"shares":10366,"shareType":"SH","priorValue":3493051,"priorShares":10336},{"issuer":"DOUBLELINE ETF TRUST","titleOfClass":"COMMERCIAL REAL","cusip":"25861R303","value":3784770,"shares":73058,"shareType":"SH","priorValue":3796094,"priorShares":73058},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":3573678,"shares":24096,"shareType":"SH","priorValue":2816119,"priorShares":22654},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2591798,"shares":8957,"shareType":"SH","priorValue":2273197,"priorShares":8957},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":2130580,"shares":6030,"shareType":"SH","priorValue":1729766,"priorShares":6030},{"issuer":"ISHARES TR","titleOfClass":"0-5 YR TIPS ETF","cusip":"46429B747","value":2101431,"shares":20570,"shareType":"SH","priorValue":2127555,"priorShares":20570},{"issuer":"VANECK ETF TRUST","titleOfClass":"GOLD MINERS ETF","cusip":"92189F106","value":2000934,"shares":26520,"shareType":"SH","priorValue":2433740,"priorShares":26520},{"issuer":"SCOTTS MIRACLE-GRO CO","titleOfClass":"CL A","cusip":"810186106","value":1998484,"shares":29342,"shareType":"SH","priorValue":1784287,"priorShares":29342},{"issuer":"SHERWIN WILLIAMS CO","titleOfClass":"COM","cusip":"824348106","value":1928192,"shares":5600,"shareType":"SH","priorValue":1795080,"priorShares":5600},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":1847960,"shares":5171,"shareType":"SH","priorValue":1486973,"priorShares":5171},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1744615,"shares":4677,"shareType":"SH","priorValue":1754606,"priorShares":4740},{"issuer":"SPROTT ASSET MANAGEMENT LP","titleOfClass":"PHYSICAL GOLD TR","cusip":"85207H104","value":1548204,"shares":51316,"shareType":"SH","priorValue":1818639,"priorShares":51316},{"issuer":"GOLUB CAP BDC INC","titleOfClass":"COM","cusip":"38173M102","value":1532887,"shares":119013,"shareType":"SH","priorValue":1506705,"priorShares":119013},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":1497700,"shares":2,"shareType":"SH","priorValue":1436280,"priorShares":2},{"issuer":"VANGUARD WORLD FD","titleOfClass":"UTILITIES ETF","cusip":"92204A876","value":1458188,"shares":7450,"shareType":"SH","priorValue":1476143,"priorShares":7450},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":1436037,"shares":18432,"shareType":"SH","priorValue":829735,"priorShares":10582},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":1415266,"shares":20688,"shareType":"SH","priorValue":1174872,"priorShares":20688},{"issuer":"ISHARES TR","titleOfClass":"US OIL GS EX ETF","cusip":"464288851","value":1400782,"shares":12754,"shareType":"SH","priorValue":1592987,"priorShares":12754},{"issuer":"ISHARES TR","titleOfClass":"SP SMCP600VL ETF","cusip":"464287879","value":1377734,"shares":10080,"shareType":"SH","priorValue":1193976,"priorShares":10080},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":1372713,"shares":16057,"shareType":"SH","priorValue":1216333,"priorShares":15774},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR REAL ETF","cusip":"78467V103","value":1366976,"shares":39611,"shareType":"SH","priorValue":1431938,"priorShares":39611},{"issuer":"VANGUARD WORLD FD","titleOfClass":"CONSUM STP ETF","cusip":"92204A207","value":1271764,"shares":5640,"shareType":"SH","priorValue":1266688,"priorShares":5640},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1249149,"shares":1668,"shareType":"SH","priorValue":1024233,"priorShares":1568},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":1236844,"shares":16040,"shareType":"SH","priorValue":1478232,"priorShares":21890},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"BUYBACK ACHIEV","cusip":"46137V308","value":1191927,"shares":8414,"shareType":"SH","priorValue":1104331,"priorShares":8414},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":1131570,"shares":2257,"shareType":"SH","priorValue":1109383,"priorShares":2257},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":1126866,"shares":33850,"shareType":"SH","priorValue":1300517,"priorShares":33850},{"issuer":"ISHARES TR","titleOfClass":"1 3 YR TREAS BD","cusip":"464287457","value":879198,"shares":10708,"shareType":"SH","priorValue":1135631,"priorShares":13754},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":827516,"shares":3472,"shareType":"SH","priorValue":723113,"priorShares":3472},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":797521,"shares":1083,"shareType":"SH","priorValue":599690,"priorShares":1039},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":794239,"shares":1410,"shareType":"SH","priorValue":806703,"priorShares":1410},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":764344,"shares":3820,"shareType":"SH","priorValue":666208,"priorShares":3820},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":698905,"shares":6728,"shareType":"SH","priorValue":653491,"priorShares":6728},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":694119,"shares":742,"shareType":"SH","priorValue":1020344,"priorShares":1024},{"issuer":"COEUR MNG INC","titleOfClass":"COM NEW","cusip":"192108504","value":680740,"shares":41712,"shareType":"SH","priorValue":782934,"priorShares":41712},{"issuer":"AGNICO EAGLE MINES LTD","titleOfClass":"COM","cusip":"008474108","value":663181,"shares":4275,"shareType":"SH","priorValue":867740,"priorShares":4275},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":653499,"shares":1932,"shareType":"SH","priorValue":584391,"priorShares":1932},{"issuer":"MONSTER BEVERAGE CORP NEW","titleOfClass":"COM","cusip":"61174X109","value":610843,"shares":6355,"shareType":"SH","priorValue":624315,"priorShares":8616},{"issuer":"SPROTT ASSET MANAGEMENT LP","titleOfClass":"PHYSICAL GOLD AN","cusip":"85208R101","value":609082,"shares":15140,"shareType":"SH","priorValue":722481,"priorShares":15140},{"issuer":"MODINE MFG CO","titleOfClass":"COM","cusip":"607828100","value":534040,"shares":2000,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":523728,"shares":1600,"shareType":"SH","priorValue":595674,"priorShares":2025},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":522386,"shares":5593,"shareType":"SH","priorValue":605442,"priorShares":5593},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":483818,"shares":2848,"shareType":"SH","priorValue":460548,"priorShares":3751},{"issuer":"ISHARES TR","titleOfClass":"FLTG RATE NT ETF","cusip":"46429B655","value":480891,"shares":9420,"shareType":"SH","priorValue":479949,"priorShares":9420},{"issuer":"PROGRESSIVE CORP","titleOfClass":"COM","cusip":"743315103","value":471634,"shares":2159,"shareType":"SH","priorValue":493221,"priorShares":2488},{"issuer":"PACER FDS TR","titleOfClass":"GLOBL CASH ETF","cusip":"69374H709","value":446640,"shares":10315,"shareType":"SH","priorValue":476966,"priorShares":10315},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":431495,"shares":1699,"shareType":"SH","priorValue":415304,"priorShares":1699},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":419773,"shares":3836,"shareType":"SH","priorValue":1823809,"priorShares":16526},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":403664,"shares":1350,"shareType":"SH","priorValue":367646,"priorShares":1350},{"issuer":"JABIL INC","titleOfClass":"COM","cusip":"466313103","value":385480,"shares":1000,"shareType":"SH"},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":380412,"shares":2268,"shareType":"SH","priorValue":476348,"priorShares":2268},{"issuer":"ONTO INNOVATION INC","titleOfClass":"COM","cusip":"683344105","value":378450,"shares":1000,"shareType":"SH"},{"issuer":"ISHARES INC","titleOfClass":"MSCI CDA ETF","cusip":"464286509","value":357368,"shares":6200,"shareType":"SH","priorValue":339698,"priorShares":6200},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":343767,"shares":1271,"shareType":"SH","priorValue":330829,"priorShares":1271},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":326622,"shares":952,"shareType":"SH","priorValue":287732,"priorShares":952},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":325699,"shares":3444,"shareType":"SH","priorValue":474241,"priorShares":4969},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":324507,"shares":816,"shareType":"SH","priorValue":376168,"priorShares":816},{"issuer":"CHIPOTLE MEXICAN GRILL INC","titleOfClass":"COM","cusip":"169656105","value":317900,"shares":9350,"shareType":"SH","priorValue":299294,"priorShares":9350},{"issuer":"EMCOR GROUP INC","titleOfClass":"COM","cusip":"29084Q100","value":307885,"shares":371,"shareType":"SH","priorValue":495406,"priorShares":671},{"issuer":"PENGUIN SOLUTIONS INC","titleOfClass":"COM","cusip":"706915105","value":304040,"shares":4000,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":285415,"shares":2520,"shareType":"SH","priorValue":313186,"priorShares":2520},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":276100,"shares":1884,"shareType":"SH","priorValue":277155,"priorShares":1884},{"issuer":"STRATEGY INC","titleOfClass":"CL A NEW","cusip":"594972408","value":269483,"shares":3100,"shareType":"SH","priorValue":511680,"priorShares":4100},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":249378,"shares":600,"shareType":"SH"},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":246220,"shares":1000,"shareType":"SH","priorValue":208090,"priorShares":1000},{"issuer":"TRI CONTL CORP","titleOfClass":"COM","cusip":"895436103","value":240493,"shares":6987,"shareType":"SH","priorValue":220719,"priorShares":6987},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":239851,"shares":467,"shareType":"SH","priorValue":233341,"priorShares":467},{"issuer":"TACTILE SYS TECHNOLOGY INC","titleOfClass":"COM","cusip":"87357P100","value":238240,"shares":8000,"shareType":"SH"},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":236939,"shares":1058,"shareType":"SH","priorValue":214964,"priorShares":1058},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":231672,"shares":2100,"shareType":"SH","priorValue":204183,"priorShares":2100},{"issuer":"PENNANT GROUP INC","titleOfClass":"COM","cusip":"70805E109","value":221700,"shares":6000,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":221379,"shares":1635,"shareType":"SH","priorValue":253899,"priorShares":1635}]},"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."}