{"url":"https://nivawealth.com/firms/lifelong-wealth-advisors-331847","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331847","regulatoryAum":710413652,"crd":"331847","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5362686","suffix":null,"lastName":"BONINE","firstName":"ROBERT","middleName":"MILLER"},{"crd":"7927923","suffix":null,"lastName":"Drobinski","firstName":"Jack","middleName":null},{"crd":"5227103","suffix":null,"lastName":"HAUGEN","firstName":"ANDERS","middleName":"JOHN"},{"crd":"7940093","suffix":null,"lastName":"KNUTSON","firstName":"DYLAN","middleName":"MICHAEL"},{"crd":"5227102","suffix":null,"lastName":"LIPINSKI","firstName":"JEREMY","middleName":"MATTHEW"},{"crd":"2342299","suffix":null,"lastName":"OHM","firstName":"STEVEN","middleName":"WILLIAM"},{"crd":"5475235","suffix":null,"lastName":"Petroff","firstName":"Dori","middleName":"Lynn"},{"crd":"6076926","suffix":null,"lastName":"TAFT","firstName":"LOGAN","middleName":"BRIAR"},{"crd":"5419233","suffix":null,"lastName":"WIEDEWITSCH","firstName":"PETER","middleName":"JOE"}],"total":9,"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":"2025-07-17","regulatoryAum":615076306,"clients":852,"employees":11,"offices":3},{"filedOn":"2026-03-06","regulatoryAum":710413652,"clients":865,"employees":12,"offices":3}],"secFileNumber":"801-130930","legalName":"Lifelong Wealth Advisors, Inc.","displayName":"Lifelong Wealth Advisors","slug":"lifelong-wealth-advisors-331847","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Minnesota corporation","fiscalYearEnd":"December","headquarters":{"street":"1150 County Road E West","city":"Arden Hills","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55112"},"tradeNames":[],"registration":{"secApproved":"16 August 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":821287.4589595376,"staff":{"employees":12,"advisory":8,"brokerDealerReps":0,"insuranceAgents":6,"promoters":0},"aum":{"regulatory":710413652,"discretionary":710413652,"discretionaryAccounts":2618,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":670,"regulatoryAum":257300498},{"label":"High-net-worth individuals","clients":195,"regulatoryAum":453113154}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"Stand-alone financial planning and consulting is a negotiable fixed fee of up to $15,000, depending on scope and the professional providing it.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015605","versionId":1015605,"submittedOn":"2026-03-06","documentName":"DISCLOSURE BROCHURE FOR LIFELONG WEALTH ADVISORS, INC."}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T07:55:49.54325+00:00","documents":[{"name":"DISCLOSURE BROCHURE FOR LIFELONG WEALTH ADVISORS, INC.","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015605","versionId":1015605,"submittedOn":"2026-03-06"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":695750516}],"custodyNote":"Lifelong Wealth Advisors has custody of $539M in client assets for 1,522 clients.","otherCustodians":[],"leadership":[{"name":"Robert Bonine","title":"Partner & Chief Compliance Officer","crd":"5362686"},{"name":"Dori Petroff","title":"Chief Operations Officer","crd":"5475235"},{"name":"Jeremy Lipinski","title":"Partner","crd":"5227102"},{"name":"Anders Haugen","title":"Partner","crd":"5227103"}],"ownership":[{"label":"Robert Bonine","detail":"Partner & chief compliance officer in the 25% to 50% ownership band and a control person, since November 2014."},{"label":"Jeremy Lipinski","detail":"Partner in the 25% to 50% ownership band and a control person, since November 2014."},{"label":"Anders Haugen","detail":"Partner in the 25% to 50% ownership band and a control person, since November 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"1150 County Road E West","city":"Arden Hills","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"651-444-6500","stateRegisteredReps":8,"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":"1000","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":91},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"6 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331847/PDF/331847.pdf","brochureDate":"6 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015605","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 Lifelong Wealth Advisors have?","answer":"Lifelong Wealth Advisors has 865 clients and manages $710 million for them, as of March 2026. They include 670 individual clients and 195 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lifelong Wealth Advisors offer?","answer":"Lifelong Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, 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":"Which custodians does Lifelong Wealth Advisors use?","answer":"Lifelong Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $696M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lifelong Wealth Advisors have?","answer":"Lifelong Wealth Advisors has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 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 Lifelong Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Lifelong Wealth Advisors’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lifelong Wealth Advisors?","answer":"Lifelong Wealth Advisors’ direct owners are Robert Bonine, Jeremy Lipinski and Anders Haugen, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lifelong Wealth Advisors get paid?","answer":"Lifelong Wealth Advisors 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 Lifelong Wealth Advisors?","answer":"Lifelong Wealth Advisors’ main office is at 1150 County Road E West, Arden Hills, MN 55112. Its phone number is 651-444-6500.","source":"Form ADV Part 1A, Item 1.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/lifelong-wealth-advisors-331847/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2051717/000172554726000233/0001725547-26-000233-index.html","totalValue":425622985,"positionCount":99,"top10Share":0.718699378982082,"top10":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":82644448,"shares":940424,"shareType":"SH","priorValue":61272898,"priorShares":800534},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"ACTIVEBETA US LG","cusip":"381430503","value":77191954,"shares":544027,"shareType":"SH","priorValue":68599794,"priorShares":548228},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE BOND ETF","cusip":"46654Q716","value":37400222,"shares":699070,"shareType":"SH","priorValue":35987723,"priorShares":669290},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENH MID COR ETF","cusip":"31609A503","value":29894286,"shares":736675,"shareType":"SH","priorValue":27385985,"priorShares":761568},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":27271921,"shares":218595,"shareType":"SH","priorValue":24804512,"priorShares":224536},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":11012126,"shares":161919,"shareType":"SH","priorValue":9875124,"priorShares":169734},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":10985631,"shares":43554,"shareType":"SH","priorValue":9255686,"priorShares":51018},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"HEDG EQU LAD ETF","cusip":"46654Q724","value":10121774,"shares":149775,"shareType":"SH","priorValue":9442511,"priorShares":147747},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":9850594,"shares":71625,"shareType":"SH","priorValue":7707202,"priorShares":68139},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":9522019,"shares":41936,"shareType":"SH","priorValue":9346555,"priorShares":44265}],"positionsListed":99,"positions":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":82644448,"shares":940424,"shareType":"SH","priorValue":61272898,"priorShares":800534},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"ACTIVEBETA US LG","cusip":"381430503","value":77191954,"shares":544027,"shareType":"SH","priorValue":68599794,"priorShares":548228},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE BOND ETF","cusip":"46654Q716","value":37400222,"shares":699070,"shareType":"SH","priorValue":35987723,"priorShares":669290},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENH MID COR ETF","cusip":"31609A503","value":29894286,"shares":736675,"shareType":"SH","priorValue":27385985,"priorShares":761568},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":27271921,"shares":218595,"shareType":"SH","priorValue":24804512,"priorShares":224536},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":11012126,"shares":161919,"shareType":"SH","priorValue":9875124,"priorShares":169734},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":10985631,"shares":43554,"shareType":"SH","priorValue":9255686,"priorShares":51018},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"HEDG EQU LAD ETF","cusip":"46654Q724","value":10121774,"shares":149775,"shareType":"SH","priorValue":9442511,"priorShares":147747},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":9850594,"shares":71625,"shareType":"SH","priorValue":7707202,"priorShares":68139},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":9522019,"shares":41936,"shareType":"SH","priorValue":9346555,"priorShares":44265},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":7618128,"shares":100889,"shareType":"SH","priorValue":7996905,"priorShares":90709},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA IN CTRY ETF","cusip":"09290C764","value":6674486,"shares":182363,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":6243965,"shares":135297,"shareType":"SH","priorValue":3495990,"priorShares":75687},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI EX US","cusip":"464288240","value":6108490,"shares":80259,"shareType":"SH"},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":5815596,"shares":110311,"shareType":"SH","priorValue":3830009,"priorShares":116237},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":5042346,"shares":34407,"shareType":"SH","priorValue":5057053,"priorShares":34376},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":4834834,"shares":6456,"shareType":"SH","priorValue":4198181,"priorShares":6427},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US AGGREGATE B","cusip":"808524839","value":4566535,"shares":197429,"shareType":"SH","priorValue":4301549,"priorShares":185252},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":4311993,"shares":26693,"shareType":"SH","priorValue":3649853,"priorShares":32556},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":3476536,"shares":21241,"shareType":"SH","priorValue":2976430,"priorShares":21047},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA LA CORE ETF","cusip":"09290C855","value":3271786,"shares":64955,"shareType":"SH"},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA US THEM ETF","cusip":"09290C806","value":3090127,"shares":71680,"shareType":"SH","priorValue":3683828,"priorShares":101707},{"issuer":"GLOBAL X FDS","titleOfClass":"DEFENSE TECH ETF","cusip":"37960A529","value":3027118,"shares":50697,"shareType":"SH","priorValue":1960355,"priorShares":27673},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":2951067,"shares":30584,"shareType":"SH","priorValue":3208454,"priorShares":39817},{"issuer":"BONDBLOXX ETF TRUST","titleOfClass":"BLOOMBERG TEN YR","cusip":"09789C812","value":2659582,"shares":58350,"shareType":"SH","priorValue":3238450,"priorShares":70616},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":2522504,"shares":110733,"shareType":"SH","priorValue":451190,"priorShares":19694},{"issuer":"ISHARES TR","titleOfClass":"MBS ETF","cusip":"464288588","value":2521929,"shares":26681,"shareType":"SH","priorValue":2344712,"priorShares":24694},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2211135,"shares":7641,"shareType":"SH","priorValue":1888309,"priorShares":7440},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI ETF","cusip":"464288257","value":1935754,"shares":12332,"shareType":"SH","priorValue":1706379,"priorShares":12332},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":1857256,"shares":8464,"shareType":"SH","priorValue":5230365,"priorShares":27268},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA SYST AL ETF","cusip":"09290C665","value":1784156,"shares":63606,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1642976,"shares":4405,"shareType":"SH","priorValue":1477516,"priorShares":3991},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHA GLO USD ETF","cusip":"092528835","value":1450766,"shares":28848,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":1426122,"shares":1189,"shareType":"SH","priorValue":1079810,"priorShares":1174},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":1249609,"shares":8535,"shareType":"SH","priorValue":1191132,"priorShares":9297},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA US AWAR ETF","cusip":"09290C509","value":1151659,"shares":14367,"shareType":"SH","priorValue":1043924,"priorShares":14884},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1114101,"shares":5568,"shareType":"SH","priorValue":970362,"priorShares":5564},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"ACCES TREASURY","cusip":"381430529","value":1100430,"shares":10987,"shareType":"SH","priorValue":590458,"priorShares":5893},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR US AGRGT","cusip":"46435U549","value":932555,"shares":19670,"shareType":"SH","priorValue":804974,"priorShares":16929},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INFO TECH I","cusip":"316092808","value":886277,"shares":3103,"shareType":"SH","priorValue":649749,"priorShares":3123},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI KLD ETF","cusip":"464288570","value":885951,"shares":6222,"shareType":"SH","priorValue":739380,"priorShares":6101},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":839601,"shares":700,"shareType":"SH","putCall":"Put","priorValue":643839,"priorShares":700},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":820869,"shares":1975,"shareType":"SH","priorValue":392085,"priorShares":1449},{"issuer":"WORLD GOLD TR","titleOfClass":"SPDR GLD MINIS","cusip":"98149E303","value":733920,"shares":9241,"shareType":"SH","priorValue":1708647,"priorShares":18434},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":709504,"shares":9269,"shareType":"SH","priorValue":6536478,"priorShares":87915},{"issuer":"ISHARES TR","titleOfClass":"ESG AWRE USD ETF","cusip":"46435G193","value":686763,"shares":29664,"shareType":"SH","priorValue":872662,"priorShares":37716},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":679360,"shares":1901,"shareType":"SH","priorValue":500067,"priorShares":1739},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":665229,"shares":4109,"shareType":"SH","priorValue":577207,"priorShares":3974},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":663707,"shares":1578,"shareType":"SH","priorValue":568778,"priorShares":1530},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":628393,"shares":5839,"shareType":"SH","priorValue":621190,"priorShares":5852},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI USA ETF","cusip":"46436E767","value":625328,"shares":9004,"shareType":"SH","priorValue":459043,"priorShares":8316},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":619560,"shares":7479,"shareType":"SH","priorValue":5481331,"priorShares":78585},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":616990,"shares":579,"shareType":"SH","priorValue":450147,"priorShares":635},{"issuer":"ISHARES INC","titleOfClass":"ESG AWR MSCI EM","cusip":"46434G863","value":595683,"shares":10892,"shareType":"SH","priorValue":571967,"priorShares":12579},{"issuer":"XCEL ENERGY INC","titleOfClass":"COM","cusip":"98389B100","value":575510,"shares":7167,"shareType":"SH","priorValue":598024,"priorShares":7528},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":570219,"shares":1194,"shareType":"SH","priorValue":403512,"priorShares":1194},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHA FLEX IN ETF","cusip":"092528603","value":542661,"shares":10368,"shareType":"SH","priorValue":1820770,"priorShares":35062},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":532409,"shares":3813,"shareType":"SH"},{"issuer":"TARGET CORP","titleOfClass":"COM","cusip":"87612E106","value":530146,"shares":4059,"shareType":"SH","priorValue":491102,"priorShares":4052},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":529785,"shares":549,"shareType":"SH","priorValue":979400,"priorShares":2500},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":500752,"shares":2101,"shareType":"SH","priorValue":352185,"priorShares":1691},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":495622,"shares":3625,"shareType":"SH","priorValue":606719,"priorShares":3576},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":470636,"shares":1332,"shareType":"SH","priorValue":382098,"priorShares":1332},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":464362,"shares":928,"shareType":"SH","priorValue":432238,"priorShares":902},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":451898,"shares":4679,"shareType":"SH","priorValue":418973,"priorShares":4628},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":432569,"shares":1719,"shareType":"SH","priorValue":367993,"priorShares":1692},{"issuer":"ARK ETF TR","titleOfClass":"BLOC FIN INN ETF","cusip":"00214Q708","value":427707,"shares":10839,"shareType":"SH","priorValue":411990,"priorShares":10839},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":411672,"shares":8072,"shareType":"SH","priorValue":674109,"priorShares":13223},{"issuer":"ISHARES TR","titleOfClass":"ESG AWRE 1 5 YR","cusip":"46435G243","value":403888,"shares":16162,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":399912,"shares":3214,"shareType":"SH","priorValue":398171,"priorShares":3575},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 TOP 50","cusip":"46137V233","value":398669,"shares":6511,"shareType":"SH","priorValue":7571704,"priorShares":138803},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":386000,"shares":400,"shareType":"SH","putCall":"Put","priorValue":940224,"priorShares":2400},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG US","cusip":"67092P870","value":385990,"shares":17438,"shareType":"SH","priorValue":405999,"priorShares":18280},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46436E221","value":380136,"shares":10827,"shareType":"SH","priorValue":324746,"priorShares":10202},{"issuer":"ISHARES TR","titleOfClass":"SYSTEMATIC BD ET","cusip":"46435U796","value":363205,"shares":4094,"shareType":"SH","priorValue":339713,"priorShares":3817},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":358169,"shares":2415,"shareType":"SH","priorValue":301079,"priorShares":2422},{"issuer":"ISHARES TR","titleOfClass":"CORE 80 20 ETF","cusip":"464289859","value":356240,"shares":3650,"shareType":"SH","priorValue":323077,"priorShares":3651},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":341082,"shares":1343,"shareType":"SH","priorValue":310928,"priorShares":1272},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG LRGCP","cusip":"67092P201","value":337835,"shares":2886,"shareType":"SH","priorValue":319108,"priorShares":3509},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":333553,"shares":883,"shareType":"SH","priorValue":254417,"priorShares":822},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":330782,"shares":1295,"shareType":"SH"},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":302767,"shares":3664,"shareType":"SH","priorValue":290312,"priorShares":3647},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG INTL","cusip":"67092P805","value":302231,"shares":7552,"shareType":"SH","priorValue":223449,"priorShares":6188},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":295773,"shares":2017,"shareType":"SH","priorValue":294946,"priorShares":2042},{"issuer":"ISHARES TR","titleOfClass":"ESG EAFE ETF","cusip":"46436E759","value":294408,"shares":3480,"shareType":"SH"},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG LRGVL","cusip":"67092P300","value":292641,"shares":5854,"shareType":"SH","priorValue":290199,"priorShares":6378},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":291727,"shares":788,"shareType":"SH","priorValue":252916,"priorShares":788},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":291261,"shares":890,"shareType":"SH","priorValue":252294,"priorShares":858},{"issuer":"OTTER TAIL CORP","titleOfClass":"COM","cusip":"689648103","value":284697,"shares":3164,"shareType":"SH","priorValue":277704,"priorShares":3164},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":271181,"shares":528,"shareType":"SH","priorValue":259823,"priorShares":520},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":269743,"shares":5333,"shareType":"SH","priorValue":269956,"priorShares":5333},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":256258,"shares":503,"shareType":"SH","priorValue":269558,"priorShares":446},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":247928,"shares":332,"shareType":"SH","priorValue":215913,"priorShares":332},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":244568,"shares":821,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":237723,"shares":323,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":224189,"shares":398,"shareType":"SH","priorValue":208255,"priorShares":364},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":221624,"shares":192,"shareType":"SH"},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":220861,"shares":2434,"shareType":"SH","priorValue":251850,"priorShares":2453},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":216345,"shares":315,"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."}