{"url":"https://nivawealth.com/firms/mclean-asset-management-108067","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108067","regulatoryAum":993930145,"crd":"108067","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6319726","suffix":null,"lastName":"BASS","firstName":"BRIAN","middleName":"MICHAEL"},{"crd":"7852288","suffix":null,"lastName":"Bruce","firstName":"Claudia","middleName":null},{"crd":"4792507","suffix":null,"lastName":"CHANG","firstName":"ATHENA","middleName":null},{"crd":"3007592","suffix":null,"lastName":"CORDEAU","firstName":"ROBERT","middleName":"RICHARD"},{"crd":"5439229","suffix":null,"lastName":"FRIEDMAN","firstName":"PAULA","middleName":"BONNIE"},{"crd":"6206415","suffix":null,"lastName":"HOLLMAN","firstName":"ELIZABETH","middleName":"M"},{"crd":"7325326","suffix":null,"lastName":"MARCELLINO","firstName":"JONATHAN","middleName":"Stephen"},{"crd":"4773144","suffix":null,"lastName":"MURGUIA","firstName":"ALEJANDRO","middleName":null},{"crd":"6344036","suffix":null,"lastName":"PFAU","firstName":"WADE","middleName":"DONALD"},{"crd":"5179827","suffix":null,"lastName":"RIZKALLAH","firstName":"JASON","middleName":"VICTOR"},{"crd":"4442359","suffix":null,"lastName":"SCOTT","firstName":"ALEXANDER","middleName":"EVAN"},{"crd":"4551035","suffix":null,"lastName":"Smith Ducey","firstName":"Paige","middleName":"Rita"},{"crd":"5120829","suffix":null,"lastName":"SQUEGLIA","firstName":"LAUREN","middleName":"E"},{"crd":"8068219","suffix":null,"lastName":"Studebaker","firstName":"Nicholas","middleName":null},{"crd":"708206","suffix":null,"lastName":"UMEMOTO","firstName":"DEAN","middleName":"TAKAYUKI"},{"crd":"4529546","suffix":null,"lastName":"WUNDER","firstName":"JESSICA","middleName":"NOELLE"}],"total":16,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-19","regulatoryAum":844361971,"clients":730,"employees":26,"offices":5},{"filedOn":"2022-06-02","regulatoryAum":990867575,"clients":759,"employees":29,"offices":7},{"filedOn":"2023-05-15","regulatoryAum":883990338,"clients":732,"employees":26,"offices":7},{"filedOn":"2024-02-29","regulatoryAum":749379462,"clients":504,"employees":26,"offices":6},{"filedOn":"2025-03-31","regulatoryAum":819201980,"clients":506,"employees":26,"offices":5},{"filedOn":"2026-05-22","regulatoryAum":993930145,"clients":512,"employees":26,"offices":5}],"acquisitions":[{"date":"2010-01-01","datePrecision":"year","name":"Unnamed New Hampshire adviser (book of $110 million)","crd":null,"source":"press","dealType":"team_lift_out","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://riabiz.com/a/2011/8/29/how-mclean-asset-management-is-adding-practices-without-making-acquisitions"}],"secFileNumber":"801-55363","legalName":"McLean Asset Management Corporation","displayName":"McLean Asset Management","slug":"mclean-asset-management-108067","website":"https://mcleanam.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/mclean-asset-management-corporation","xUrl":"https://twitter.com/McLeanAssetMgmt","founded":"1984","organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"1900 Gallows Road, Suite 350","city":"Tysons","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22182"},"tradeNames":[],"registration":{"secApproved":"19 March 1998","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1884859.7222222222,"staff":{"employees":26,"advisory":17,"brokerDealerReps":0,"insuranceAgents":6,"promoters":2},"aum":{"regulatory":993930145,"discretionary":984969837,"discretionaryAccounts":1497,"nonDiscretionary":8960308,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":228,"regulatoryAum":113788234},{"label":"High-net-worth individuals","clients":258,"regulatoryAum":802253591},{"label":"Pension and profit-sharing plans","clients":21,"regulatoryAum":71594155},{"label":"Charitable organizations","clients":4,"fewerThan5":true,"regulatoryAum":6220920},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":73245}],"feePrograms":[{"role":"main","program":"Investment management services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.25,"from":0},{"to":2500000,"pct":1,"from":1000000},{"to":5000000,"pct":0.8,"from":2500000},{"to":10000000,"pct":0.7,"from":5000000},{"to":null,"pct":0.5,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046047","versionId":1046047,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-22","documentName":"MCLEAN ASSET MANAGEMENT CORP ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"quarterly","fee_minimum_annual":12500},{"role":"other","program":"Consulting Services","summary":"Consulting services are billed hourly at $250 to $1,000 per hour or as flat fees of $1,000 to $50,000, negotiable, with a retainer that may be required.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046047","versionId":1046047,"submittedOn":"2026-05-22","documentName":"MCLEAN ASSET MANAGEMENT CORP ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:02:05.001943+00:00","documents":[{"name":"MCLEAN ASSET MANAGEMENT CORP ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046047","versionId":1046047,"submittedOn":"2026-05-22"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":682660309},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":232220312}],"custodyNote":"McLean Asset Management has custody of $315M for 190 clients.","otherCustodians":[],"leadership":[{"name":"Paige Smith Ducey","title":"Chief Compliance Officer","crd":"4551035"},{"name":"Paula Friedman","title":"Managing Principal and CEO","crd":"5439229"},{"name":"Wade Pfau","title":"Principal","crd":"6344036"},{"name":"Jessica Wunder","title":"Principal","crd":"4529546"},{"name":"Dean Umemoto","title":"Managing Principal","crd":"708206"},{"name":"Alejandro Murguia","title":"Managing Principal","crd":"4773144"},{"name":"Karen Umemoto","title":"Shareholder","crd":"5877126"}],"ownership":[{"label":"Dean Umemoto","detail":"Managing principal in the 10% to 25% ownership band and a control person, since September 1984."},{"label":"Alejandro Murguia","detail":"Managing principal in the 25% to 50% ownership band and a control person, since November 2014."},{"label":"Karen Umemoto","detail":"Shareholder in the 10% to 25% ownership band and a control person, since February 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":4},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"1900 Gallows Road, Suite 350","city":"Tysons","headquarters":true}]}],"brochureServices":["business succession planning","education planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-827-0636","stateRegisteredReps":17,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":81},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"22 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108067/PDF/108067.pdf","brochureDate":"22 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046047","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 McLean Asset Management have?","answer":"McLean Asset Management has 512 clients and manages $994 million for them, as of May 2026. They include 258 high-net-worth individuals, 228 individual clients, and 21 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McLean Asset Management offer?","answer":"McLean Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, business succession planning, education planning, insurance, 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 McLean Asset Management charge?","answer":"McLean Asset Management charges 0.50%–1.25% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $12,500 annual minimum.","source":"MCLEAN ASSET MANAGEMENT CORP ADV PART 2A, filed 22 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does McLean Asset Management use?","answer":"McLean Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $683M and Fidelity Brokerage Services LLC (Smithfield, RI), with $232M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McLean Asset Management have?","answer":"McLean Asset Management has 17 investment adviser representatives registered with state securities authorities, out of 26 employees, and 17 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 McLean Asset Management invest in?","answer":"At the end of its last fiscal year, McLean Asset Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local 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 McLean Asset Management?","answer":"McLean Asset Management’s direct owners are Dean Umemoto, Alejandro Murguia and Karen Umemoto, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 22 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McLean Asset Management get paid?","answer":"McLean Asset Management 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 McLean Asset Management?","answer":"McLean Asset Management’s main office is at 1900 Gallows Road, Suite 350, Tysons, VA 22182. Its phone number is 703-827-0636. Its website is mcleanam.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/mclean-asset-management-108067/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-12","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1833140/000183314026000003/0001833140-26-000003-index.html","totalValue":756536565,"positionCount":181,"top10Share":0.5742172541257143,"top10":[{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":95845105,"shares":751137,"shareType":"SH","priorValue":82435854,"priorShares":741463},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":53436559,"shares":585863,"shareType":"SH","priorValue":46171168,"priorShares":544215},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":50677663,"shares":621126,"shareType":"SH","priorValue":45564723,"priorShares":642571},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":44604925,"shares":767727,"shareType":"SH","priorValue":16487942,"priorShares":281653},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":43800142,"shares":489332,"shareType":"SH","priorValue":39626098,"priorShares":491761},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":36174773,"shares":371519,"shareType":"SH","priorValue":3630105,"priorShares":36568},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":33357379,"shares":600061,"shareType":"SH","priorValue":29780217,"priorShares":614532},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":29897706,"shares":96785,"shareType":"SH","priorValue":24854834,"priorShares":97935},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":26395957,"shares":552563,"shareType":"SH","priorValue":12979719,"priorShares":270129},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":20226140,"shares":353172,"shareType":"SH","priorValue":18910668,"priorShares":358292}],"positionsListed":181,"positions":[{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":95845105,"shares":751137,"shareType":"SH","priorValue":82435854,"priorShares":741463},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":53436559,"shares":585863,"shareType":"SH","priorValue":46171168,"priorShares":544215},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":50677663,"shares":621126,"shareType":"SH","priorValue":45564723,"priorShares":642571},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":44604925,"shares":767727,"shareType":"SH","priorValue":16487942,"priorShares":281653},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":43800142,"shares":489332,"shareType":"SH","priorValue":39626098,"priorShares":491761},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":36174773,"shares":371519,"shareType":"SH","priorValue":3630105,"priorShares":36568},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":33357379,"shares":600061,"shareType":"SH","priorValue":29780217,"priorShares":614532},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":29897706,"shares":96785,"shareType":"SH","priorValue":24854834,"priorShares":97935},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":26395957,"shares":552563,"shareType":"SH","priorValue":12979719,"priorShares":270129},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":20226140,"shares":353172,"shareType":"SH","priorValue":18910668,"priorShares":358292},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":19566584,"shares":241473,"shareType":"SH","priorValue":18319547,"priorShares":257550},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":19250866,"shares":236905,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":16020122,"shares":226497,"shareType":"SH","priorValue":14424399,"priorShares":230975},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US LARGE CAP VLU","cusip":"025072349","value":14407259,"shares":156329,"shareType":"SH","priorValue":11489571,"priorShares":142533},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":14037004,"shares":18790,"shareType":"SH","priorValue":12372161,"priorShares":19024},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":13440832,"shares":302109,"shareType":"SH","priorValue":11906439,"priorShares":306393},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":13121016,"shares":45058,"shareType":"SH","priorValue":11564908,"priorShares":46633},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":12830652,"shares":430559,"shareType":"SH","priorValue":7105889,"priorShares":267340},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":12725219,"shares":256247,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":10947591,"shares":135356,"shareType":"SH","priorValue":10395753,"priorShares":139822},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":9690882,"shares":48273,"shareType":"SH","priorValue":8705832,"priorShares":49919},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":9593507,"shares":241894,"shareType":"SH","priorValue":8293303,"priorShares":236681},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":9363472,"shares":25430,"shareType":"SH","priorValue":8137103,"priorShares":25364},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":6422546,"shares":29030,"shareType":"SH","priorValue":5630589,"priorShares":29699},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":6418286,"shares":29181,"shareType":"SH","priorValue":5759394,"priorShares":29355},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":6099379,"shares":13125,"shareType":"SH","priorValue":4826174,"priorShares":13038},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTERNATIONAL LR","cusip":"025072364","value":5288030,"shares":65519,"shareType":"SH","priorValue":4604454,"priorShares":61532},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":4720594,"shares":111493,"shareType":"SH","priorValue":3885964,"priorShares":98529},{"issuer":"GALLAGHER ARTHUR J & CO","titleOfClass":"COM","cusip":"363576109","value":4341976,"shares":17408,"shareType":"SH","priorValue":2249407,"priorShares":10386},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":4137265,"shares":33024,"shareType":"SH","priorValue":4054886,"priorShares":36706},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":3330542,"shares":31545,"shareType":"SH","priorValue":3262616,"priorShares":33590},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":3239678,"shares":9097,"shareType":"SH","priorValue":2551651,"priorShares":8873},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":3074694,"shares":11322,"shareType":"SH","priorValue":2425544,"priorShares":11646},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":3035563,"shares":30142,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"SHT TM US TRES","cusip":"808524862","value":2976181,"shares":123493,"shareType":"SH","priorValue":2997175,"priorShares":123493},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS2000IDX","cusip":"92206C664","value":2893554,"shares":24578,"shareType":"SH","priorValue":2681468,"priorShares":26769},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":2893127,"shares":27648,"shareType":"SH","priorValue":2996702,"priorShares":30009},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":2430023,"shares":6908,"shareType":"SH","priorValue":2003385,"priorShares":6811},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":2093222,"shares":4092,"shareType":"SH","priorValue":1999642,"priorShares":4173},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":2084162,"shares":5844,"shareType":"SH","priorValue":1747844,"priorShares":6093},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US TIPS ETF","cusip":"808524870","value":2018362,"shares":77362,"shareType":"SH","priorValue":2466432,"priorShares":92688},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":1756130,"shares":13302,"shareType":"SH","priorValue":1413367,"priorShares":12589},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":1631828,"shares":1420,"shareType":"SH","priorValue":1325355,"priorShares":1441},{"issuer":"WISDOMTREE TR","titleOfClass":"INTL SMCAP DIV","cusip":"97717W760","value":1598773,"shares":18554,"shareType":"SH","priorValue":1563229,"priorShares":19181},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":1546548,"shares":5278,"shareType":"SH","priorValue":1139974,"priorShares":5335},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":1534301,"shares":3941,"shareType":"SH","priorValue":1155935,"priorShares":3735},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1506786,"shares":2008,"shareType":"SH","priorValue":1177856,"priorShares":1803},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":1501813,"shares":24242,"shareType":"SH","priorValue":1194097,"priorShares":24494},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":1459530,"shares":7983,"shareType":"SH","priorValue":1184742,"priorShares":805},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":1368813,"shares":17547,"shareType":"SH","priorValue":1204403,"priorShares":17162},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1271537,"shares":3473,"shareType":"SH","priorValue":1094853,"priorShares":3622},{"issuer":"FIRST SOLAR INC","titleOfClass":"COM","cusip":"336433107","value":1228828,"shares":5823,"shareType":"SH","priorValue":1464261,"priorShares":7423},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1123666,"shares":15911,"shareType":"SH","priorValue":962929,"priorShares":15027},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":1119358,"shares":13138,"shareType":"SH","priorValue":907723,"priorShares":2078},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE SMCAP ETF","cusip":"922042718","value":1110205,"shares":7376,"shareType":"SH","priorValue":1171443,"priorShares":8035},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS2000VAL","cusip":"92206C649","value":1065932,"shares":5464,"shareType":"SH","priorValue":914192,"priorShares":5467},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"SMLLCP 600 IDX","cusip":"921932828","value":1043682,"shares":7739,"shareType":"SH","priorValue":891655,"priorShares":7765},{"issuer":"ISHARES INC","titleOfClass":"MSCI EQUAL WEITE","cusip":"464286681","value":1041105,"shares":9095,"shareType":"SH","priorValue":925598,"priorShares":9095},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":995939,"shares":1738,"shareType":"SH","priorValue":872812,"priorShares":1747},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":984649,"shares":1769,"shareType":"SH","priorValue":1126892,"priorShares":1970},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":963292,"shares":8663,"shareType":"SH","priorValue":1100025,"priorShares":8851},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 HDL VOL","cusip":"46138E362","value":949891,"shares":18145,"shareType":"SH","priorValue":933710,"priorShares":18821},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":929292,"shares":1351,"shareType":"SH","priorValue":779477,"priorShares":1350},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":919264,"shares":564,"shareType":"SH","priorValue":766861,"priorShares":581},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":871511,"shares":916,"shareType":"SH","priorValue":934643,"priorShares":938},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":852883,"shares":2890,"shareType":"SH","priorValue":761754,"priorShares":2908},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":845754,"shares":2041,"shareType":"SH","priorValue":528000,"priorShares":1951},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":842109,"shares":14334,"shareType":"SH","priorValue":835025,"priorShares":15449},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":841081,"shares":826,"shareType":"SH","priorValue":707646,"priorShares":836},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":839808,"shares":2530,"shareType":"SH","priorValue":879112,"priorShares":2673},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":825016,"shares":3218,"shareType":"SH","priorValue":806486,"priorShares":3299},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":786950,"shares":3136,"shareType":"SH","priorValue":696898,"priorShares":3204},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":769167,"shares":4948,"shareType":"SH","priorValue":954419,"priorShares":5625},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":766600,"shares":1,"shareType":"SH","priorValue":718140,"priorShares":1},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":753269,"shares":1582,"shareType":"SH","priorValue":332717,"priorShares":1636},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":733944,"shares":6328,"shareType":"SH","priorValue":504541,"priorShares":6503},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":732895,"shares":10147,"shareType":"SH","priorValue":1778908,"priorShares":24157},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":730706,"shares":7729,"shareType":"SH","priorValue":750836,"priorShares":7779},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":724789,"shares":7325,"shareType":"SH","priorValue":683425,"priorShares":7705},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":686845,"shares":9125,"shareType":"SH","priorValue":590851,"priorShares":8749},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":678824,"shares":8750,"shareType":"SH"},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":668637,"shares":1989,"shareType":"SH","priorValue":743111,"priorShares":2457},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":664098,"shares":2777,"shareType":"SH","priorValue":672170,"priorShares":3125},{"issuer":"AMERIPRISE FINL INC","titleOfClass":"COM","cusip":"03076C106","value":660148,"shares":1209,"shareType":"SH","priorValue":534798,"priorShares":1203},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":657100,"shares":806,"shareType":"SH","priorValue":582749,"priorShares":823},{"issuer":"ISHARES TR","titleOfClass":"3YRTB ETF","cusip":"464288125","value":648310,"shares":8636,"shareType":"SH","priorValue":640729,"priorShares":8637},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":643657,"shares":937,"shareType":"SH","priorValue":559259,"priorShares":936},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":638765,"shares":4918,"shareType":"SH","priorValue":738820,"priorShares":5022},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":635236,"shares":3019,"shareType":"SH","priorValue":503906,"priorShares":3062},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":632034,"shares":4673,"shareType":"SH","priorValue":528572,"priorShares":4673},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":616692,"shares":12239,"shareType":"SH","priorValue":504555,"priorShares":12291},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL SCEQT ETF","cusip":"808524888","value":612274,"shares":12666,"shareType":"SH","priorValue":732977,"priorShares":15682},{"issuer":"ISHARES TR","titleOfClass":"EAFE SML CP ETF","cusip":"464288273","value":606816,"shares":7233,"shareType":"SH","priorValue":817775,"priorShares":10429},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":595081,"shares":2847,"shareType":"SH","priorValue":589737,"priorShares":3233},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":593182,"shares":1396,"shareType":"SH","priorValue":649487,"priorShares":1752},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":559184,"shares":2028,"shareType":"SH","priorValue":408198,"priorShares":2103},{"issuer":"EMCOR GROUP INC","titleOfClass":"COM","cusip":"29084Q100","value":557404,"shares":699,"shareType":"SH","priorValue":518294,"priorShares":702},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":549634,"shares":3240,"shareType":"SH","priorValue":674098,"priorShares":3418},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":549580,"shares":1881,"shareType":"SH","priorValue":472841,"priorShares":1949},{"issuer":"JABIL INC","titleOfClass":"COM","cusip":"466313103","value":549068,"shares":1743,"shareType":"SH","priorValue":464267,"priorShares":1748},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":531020,"shares":1046,"shareType":"SH","priorValue":366739,"priorShares":1073},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":503934,"shares":3870,"shareType":"SH","priorValue":476225,"priorShares":3959},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"SHOR DUR FIX ETF","cusip":"25434V864","value":501391,"shares":10598,"shareType":"SH"},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":483769,"shares":2248,"shareType":"SH","priorValue":479177,"priorShares":2484},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":475699,"shares":5324,"shareType":"SH","priorValue":494957,"priorShares":5362},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":475416,"shares":2415,"shareType":"SH","priorValue":493997,"priorShares":2388},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":474731,"shares":5730,"shareType":"SH","priorValue":430323,"priorShares":5730},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":467749,"shares":1503,"shareType":"SH","priorValue":597061,"priorShares":1606},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":454523,"shares":4725,"shareType":"SH","priorValue":277880,"priorShares":2883},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":452027,"shares":5344,"shareType":"SH","priorValue":411987,"priorShares":5343},{"issuer":"MANHATTAN ASSOCIATES INC","titleOfClass":"COM","cusip":"562750109","value":448745,"shares":2345,"shareType":"SH","priorValue":312166,"priorShares":2345},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":446292,"shares":1104,"shareType":"SH","priorValue":383235,"priorShares":1134},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":437065,"shares":2778,"shareType":"SH","priorValue":434039,"priorShares":2718},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":437029,"shares":531,"shareType":"SH"},{"issuer":"CASEYS GEN STORES INC","titleOfClass":"COM","cusip":"147528103","value":429667,"shares":493,"shareType":"SH","priorValue":359780,"priorShares":494},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":422670,"shares":6472,"shareType":"SH","priorValue":396681,"priorShares":6540},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":419599,"shares":490,"shareType":"SH","priorValue":425616,"priorShares":492},{"issuer":"CENCORA INC","titleOfClass":"COM","cusip":"03073E105","value":414216,"shares":1330,"shareType":"SH","priorValue":422968,"priorShares":1346},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":412511,"shares":1524,"shareType":"SH","priorValue":476362,"priorShares":1533},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":412387,"shares":2161,"shareType":"SH","priorValue":342437,"priorShares":2071},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":412292,"shares":4707,"shareType":"SH","priorValue":373975,"priorShares":4917},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":409828,"shares":1064,"shareType":"SH","priorValue":384538,"priorShares":1093},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":390487,"shares":1062,"shareType":"SH","priorValue":318991,"priorShares":1076},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":387469,"shares":1055,"shareType":"SH","priorValue":339645,"priorShares":1068},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":377378,"shares":8062,"shareType":"SH","priorValue":400220,"priorShares":7973},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":375923,"shares":1072,"shareType":"SH","priorValue":353302,"priorShares":1084},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":359403,"shares":2714,"shareType":"SH","priorValue":314444,"priorShares":2773},{"issuer":"MOODYS CORP","titleOfClass":"COM","cusip":"615369105","value":358918,"shares":750,"shareType":"SH","priorValue":320970,"priorShares":736},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":357226,"shares":860,"shareType":"SH","priorValue":280464,"priorShares":784},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":355597,"shares":950,"shareType":"SH","priorValue":279249,"priorShares":957},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":351424,"shares":4341,"shareType":"SH","priorValue":310795,"priorShares":1082},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL REIT ETF","cusip":"46434V647","value":350495,"shares":12350,"shareType":"SH","priorValue":311852,"priorShares":12400},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":350297,"shares":646,"shareType":"SH","priorValue":444925,"priorShares":652},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":334870,"shares":1268,"shareType":"SH","priorValue":263343,"priorShares":1270},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":318828,"shares":555,"shareType":"SH","priorValue":278776,"priorShares":567},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST BLOO HIGH ETF","cusip":"78468R622","value":310482,"shares":3245,"shareType":"SH","priorValue":310611,"priorShares":3245},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":309769,"shares":284,"shareType":"SH","priorValue":274684,"priorShares":286},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":306811,"shares":3401,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":297914,"shares":4154,"shareType":"SH","priorValue":452331,"priorShares":4704},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":295435,"shares":792,"shareType":"SH","priorValue":263426,"priorShares":805},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":290529,"shares":490,"shareType":"SH","priorValue":280474,"priorShares":498},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":286204,"shares":904,"shareType":"SH","priorValue":222854,"priorShares":913},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":284720,"shares":1971,"shareType":"SH","priorValue":298669,"priorShares":2068},{"issuer":"MAPLEBEAR INC","titleOfClass":"COM","cusip":"565394103","value":279107,"shares":6258,"shareType":"SH","priorValue":1552867,"priorShares":41454},{"issuer":"ISHARES TR","titleOfClass":"IBONDS 26 TRM TS","cusip":"46436E858","value":275175,"shares":12019,"shareType":"SH","priorValue":275415,"priorShares":12019},{"issuer":"MOTOROLA SOLUTIONS INC","titleOfClass":"COM NEW","cusip":"620076307","value":274499,"shares":630,"shareType":"SH","priorValue":297680,"priorShares":686},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":270486,"shares":464,"shareType":"SH","priorValue":287347,"priorShares":475},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":267619,"shares":698,"shareType":"SH","priorValue":242728,"priorShares":707},{"issuer":"WW GRAINGER INC","titleOfClass":"COM","cusip":"384802104","value":266076,"shares":192,"shareType":"SH","priorValue":210743,"priorShares":193},{"issuer":"AUTONATION INC","titleOfClass":"COM","cusip":"05329W102","value":261252,"shares":1230,"shareType":"SH","priorValue":239975,"priorShares":1229},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":261081,"shares":3004,"shareType":"SH","priorValue":287554,"priorShares":3096},{"issuer":"AUTOZONE INC","titleOfClass":"COM","cusip":"053332102","value":257889,"shares":86,"shareType":"SH","priorValue":293090,"priorShares":87},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":253671,"shares":756,"shareType":"SH","priorValue":334253,"priorShares":1165},{"issuer":"ROSS STORES INC","titleOfClass":"COM","cusip":"778296103","value":252156,"shares":1004,"shareType":"SH","priorValue":253984,"priorShares":1172},{"issuer":"ROPER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"776696106","value":251317,"shares":641,"shareType":"SH","priorValue":226882,"priorShares":641},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":251123,"shares":2905,"shareType":"SH","priorValue":238097,"priorShares":2991},{"issuer":"HARTFORD INSURANCE GROUP INC","titleOfClass":"COM","cusip":"416515104","value":250997,"shares":1769,"shareType":"SH","priorValue":240804,"priorShares":1781},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":248452,"shares":3101,"shareType":"SH"},{"issuer":"BOOKING HOLDINGS INC","titleOfClass":"COM","cusip":"09857L108","value":244260,"shares":1266,"shareType":"SH","priorValue":227383,"priorShares":54},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":243353,"shares":1088,"shareType":"SH"},{"issuer":"DYCOM INDS INC","titleOfClass":"COM","cusip":"267475101","value":241845,"shares":603,"shareType":"SH","priorValue":204647,"priorShares":604},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":240043,"shares":1914,"shareType":"SH","priorValue":253372,"priorShares":1935},{"issuer":"ISHARES TR","titleOfClass":"INTL DIV GRWTH","cusip":"46435G524","value":238984,"shares":2609,"shareType":"SH","priorValue":218556,"priorShares":2609},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":234254,"shares":958,"shareType":"SH","priorValue":208036,"priorShares":958},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":233691,"shares":935,"shareType":"SH"},{"issuer":"AON PLC","titleOfClass":"SHS CL A","cusip":"G0403H108","value":233601,"shares":648,"shareType":"SH","priorValue":205902,"priorShares":638},{"issuer":"FAIR ISAAC CORP","titleOfClass":"COM","cusip":"303250104","value":233578,"shares":208,"shareType":"SH","priorValue":218077,"priorShares":204},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":233429,"shares":1993,"shareType":"SH","priorValue":252254,"priorShares":2127},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":231165,"shares":642,"shareType":"SH"},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":230253,"shares":1768,"shareType":"SH","priorValue":252507,"priorShares":1812},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":228888,"shares":859,"shareType":"SH"},{"issuer":"TE CONNECTIVITY PLC","titleOfClass":"ORD SHS","cusip":"G87052109","value":227596,"shares":1107,"shareType":"SH","priorValue":223959,"priorShares":1071},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COM","cusip":"036752103","value":217535,"shares":579,"shareType":"SH"},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":215742,"shares":2050,"shareType":"SH"},{"issuer":"EBAY INC.","titleOfClass":"COM","cusip":"278642103","value":213940,"shares":1877,"shareType":"SH"},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":210238,"shares":8406,"shareType":"SH","priorValue":250343,"priorShares":8915},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":204264,"shares":1271,"shareType":"SH"},{"issuer":"REGENERON PHARMACEUTICALS","titleOfClass":"COM","cusip":"75886F107","value":203622,"shares":267,"shareType":"SH","priorValue":210235,"priorShares":272},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":201882,"shares":1388,"shareType":"SH"},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":201403,"shares":969,"shareType":"SH","priorValue":241584,"priorShares":1022},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":200608,"shares":1898,"shareType":"SH","priorValue":216971,"priorShares":2113}]},"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."}