{"url":"https://nivawealth.com/firms/moneta-group-investment-advisors-104727","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104727","regulatoryAum":50536192552,"crd":"104727","secFileNumber":"801-34723","legalName":"Moneta Group Investment Advisors, LLC","displayName":"Moneta Group Investment Advisors","website":"https://monetagroup.com/","linkedinUrl":"https://www.linkedin.com/company/moneta-group/","founded":null,"organization":"Missouri limited liability company","fiscalYearEnd":"December","headquarters":{"street":"190 Carondelet Plaza, Suite 1200","city":"ST. Louis","state":"MO","stateName":"Missouri","country":"United States","postalCode":"63105"},"tradeNames":["Moneta Group"],"registration":{"secApproved":"30 June 1989","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":585,"advisory":239,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":42555843219,"discretionaryAccounts":36367,"nonDiscretionary":7980349333,"nonDiscretionaryAccounts":12043,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":638},"clientTypes":[{"label":"Individuals (other than HNW)","clients":3380,"regulatoryAum":2097068372},{"label":"High-net-worth individuals","clients":5460,"regulatoryAum":44617807093},{"label":"Pension and profit-sharing plans","clients":191,"regulatoryAum":2781640775},{"label":"Charitable organizations","clients":66,"regulatoryAum":719720806},{"label":"Corporations and other businesses","clients":66,"regulatoryAum":319955506}],"fees":[],"feeNotes":[],"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"211 Main Street, CA","smaAssets":28918533872},{"name":"Commerce Bank, N.A.","shortName":"Commerce Bank, N.A.","location":"1000 Walnut Street, 16th Floor, MO","smaAssets":11846768142}],"custodyNote":"Moneta Group Investment Advisors has custody of $25.49B for 4,928 clients.","otherCustodians":[],"leadership":[{"name":"Keith Bowles","title":"President/Chief Operating Officer","crd":"2966021"},{"name":"Adam Kruger","title":"Chief Compliance Officer","crd":"5949504"},{"name":"Amanda Barrale","title":"Chief Platform Officer","crd":"7325533"},{"name":"Andrew Kelsen","title":"Chief Investment Officer","crd":"1517644"},{"name":"Eric Kittner","title":"CEO & Board Chair","crd":"4740097"},{"name":"Dan Sherman","title":"Chief Technology Officer","crd":"2248367"},{"name":"Bethany Wilkinson","title":"Chief Talent Officer","crd":"8068860"}],"ownership":[{"label":"Moneta Group, LLC","detail":"Member in the 75% or more ownership band and a control person, since January 2005."},{"label":"Eric Kittner","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since January 2016.","parent":"Moneta Group, LLC"},{"label":"Patrick McGinnis","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since January 2017.","parent":"Moneta Group, LLC"},{"label":"Joseph Sheehan","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since January 2019.","parent":"Moneta Group, LLC"},{"label":"Kenneth Winegrad","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since January 2021.","parent":"Moneta Group, LLC"},{"label":"Kara Harmon","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since January 2021.","parent":"Moneta Group, LLC"},{"label":"Logan Finerty","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since January 2021.","parent":"Moneta Group, LLC"},{"label":"Michael Machnowski","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since January 2022.","parent":"Moneta Group, LLC"},{"label":"Nicole Bailey","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since December 2022.","parent":"Moneta Group, LLC"},{"label":"Travis Freeman","detail":"Indirect owner: board member of Moneta Group, LLC and a control person, since December 2024.","parent":"Moneta Group, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":9,"privateResidences":0},"listedOfficeAddresses":10,"officesByState":[{"state":"Colorado","offices":2,"addresses":[{"street":"200 Columbine Street","city":"Denver"},{"street":"2034 Pearl ST.","city":"Boulder"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"10 South Wacker Drive","city":"Chicago"}]},{"state":"Kansas","offices":1,"addresses":[{"street":"1900 Shawnee Mission Parkway","city":"Mission Woods"}]},{"state":"Massachusetts","offices":2,"addresses":[{"street":"1 Mercantile Street","city":"Worcester"},{"street":"380 Washington Street","city":"Wellesley"}]},{"state":"Missouri","offices":3,"addresses":[{"street":"190 Carondelet Plaza, Suite 1200","city":"ST. Louis","headquarters":true},{"street":"100 South Brentwood BLVD","city":"ST. Louis"},{"street":"1 North Brentwood BLVD","city":"ST. Louis"}]},{"state":"New Jersey","offices":1,"addresses":[{"street":"155 E 3rd Street","city":"Moorestown"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"314-726-2300","stateRegisteredReps":239,"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 pooled investment vehicles (other than investment companies)","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":"8000","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":12},{"label":"Investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":58},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":6},{"label":"Cash and cash equivalents","percent":11}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/104727/PDF/104727.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Moneta Group Investment Advisors have?","answer":"Moneta Group Investment Advisors has 9,163 clients and manages $50.5 billion for them, as of March 2026. They include 5,460 high-net-worth individuals, 3,380 other individuals and 191 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Moneta Group Investment Advisors offer?","answer":"Moneta Group Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Moneta Group Investment Advisors use?","answer":"Moneta Group Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (211 Main Street, CA), with $28,918,533,872 and Commerce Bank, N.A. (1000 Walnut Street, 16th Floor, MO), with $11,846,768,142. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Moneta Group Investment Advisors have?","answer":"Moneta Group Investment Advisors has 239 investment adviser representatives registered with state securities authorities, out of 585 employees, and 239 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 Moneta Group Investment Advisors invest in?","answer":"At the end of its last fiscal year, Moneta Group Investment Advisors’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 12% state and local bonds, 11% cash and equivalents, 6% exchange-traded equities, 6% pooled vehicles (private funds and similar), 4% U.S. government and agency bonds, 2% derivatives and 1% investment grade corporate bonds. It advises no private funds of its own.","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 Moneta Group Investment Advisors?","answer":"Moneta Group Investment Advisors’ direct owner is Moneta Group, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Moneta Group Investment Advisors get paid?","answer":"Moneta Group Investment Advisors 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"}}],"holdings":{"url":"https://nivawealth.com/firms/moneta-group-investment-advisors-104727/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1120927/000112092726000008/0001120927-26-000008-index.html","totalValue":13515615172,"positionCount":883,"top10Share":0.4695876778992979,"top10":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":1138901586,"shares":38698661,"shareType":"SH","priorValue":958138006,"priorShares":37368877},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":810493630,"shares":10059496,"shareType":"SH","priorValue":714132864,"priorShares":9946833},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":780753799,"shares":10957948,"shareType":"SH","priorValue":701558988,"priorShares":10948174},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":750212539,"shares":3442447,"shareType":"SH","priorValue":661491488,"priorShares":3371516},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":744159610,"shares":8638955,"shareType":"SH","priorValue":617699430,"priorShares":8485080},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":491612746,"shares":1429481,"shareType":"SH","priorValue":409331873,"priorShares":1369690},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":481184174,"shares":5808597,"shareType":"SH","priorValue":387795614,"priorShares":5559794},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":434483776,"shares":580170,"shareType":"SH","priorValue":359836767,"priorShares":550875},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":433854725,"shares":11767147,"shareType":"SH","priorValue":348852383,"priorShares":11267842},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":281109759,"shares":2910642,"shareType":"SH","priorValue":243009851,"priorShares":2684302}],"positionsListed":200,"positions":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":1138901586,"shares":38698661,"shareType":"SH","priorValue":958138006,"priorShares":37368877},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":810493630,"shares":10059496,"shareType":"SH","priorValue":714132864,"priorShares":9946833},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":780753799,"shares":10957948,"shareType":"SH","priorValue":701558988,"priorShares":10948174},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":750212539,"shares":3442447,"shareType":"SH","priorValue":661491488,"priorShares":3371516},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":744159610,"shares":8638955,"shareType":"SH","priorValue":617699430,"priorShares":8485080},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":491612746,"shares":1429481,"shareType":"SH","priorValue":409331873,"priorShares":1369690},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":481184174,"shares":5808597,"shareType":"SH","priorValue":387795614,"priorShares":5559794},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":434483776,"shares":580170,"shareType":"SH","priorValue":359836767,"priorShares":550875},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":433854725,"shares":11767147,"shareType":"SH","priorValue":348852383,"priorShares":11267842},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":281109759,"shares":2910642,"shareType":"SH","priorValue":243009851,"priorShares":2684302},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":231811788,"shares":756813,"shareType":"SH","priorValue":184654323,"priorShares":717522},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":225471132,"shares":6662859,"shareType":"SH","priorValue":187428139,"priorShares":6434196},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":224381795,"shares":1135535,"shareType":"SH","priorValue":200886943,"priorShares":1090118},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":219796051,"shares":1482004,"shareType":"SH","priorValue":182513121,"priorShares":1468209},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":215514741,"shares":744798,"shareType":"SH","priorValue":180018804,"priorShares":709322},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":196892709,"shares":538400,"shareType":"SH","priorValue":162065309,"priorShares":536196},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":195541725,"shares":528434,"shareType":"SH","priorValue":169865661,"priorShares":529490},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":184213968,"shares":5291984,"shareType":"SH","priorValue":154498898,"priorShares":5065538},{"issuer":"ARCHER DANIELS MIDLAND CO","titleOfClass":"COM","cusip":"039483102","value":178591785,"shares":2337589,"shareType":"SH","priorValue":202000181,"priorShares":2778927},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":177253402,"shares":1288834,"shareType":"SH","priorValue":145429466,"priorShares":1285735},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":176378632,"shares":1924690,"shareType":"SH","priorValue":160078302,"priorShares":1746817},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":153379723,"shares":506003,"shareType":"SH","priorValue":133531177,"priorShares":509817},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":136132851,"shares":182296,"shareType":"SH","priorValue":118727106,"priorShares":182562},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":136015180,"shares":1095395,"shareType":"SH","priorValue":116840428,"priorShares":1096064},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":135605760,"shares":1758601,"shareType":"SH","priorValue":116510940,"priorShares":1725321},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":129814012,"shares":4686426,"shareType":"SH","priorValue":113333181,"priorShares":4579118},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":123702138,"shares":509083,"shareType":"SH","priorValue":107606931,"priorShares":495314},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":116730677,"shares":269381,"shareType":"SH","priorValue":60465229,"priorShares":282997},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":85586920,"shares":353038,"shareType":"SH","priorValue":75839675,"priorShares":354938},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":83408363,"shares":367341,"shareType":"SH","priorValue":78258875,"priorShares":370632},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":83206623,"shares":166284,"shareType":"SH","priorValue":76205891,"priorShares":159027},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":75520221,"shares":2090236,"shareType":"SH","priorValue":58906391,"priorShares":2025667},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":74355616,"shares":199334,"shareType":"SH","priorValue":71112665,"priorShares":192108},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":71858876,"shares":840553,"shareType":"SH","priorValue":59811722,"priorShares":775668},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":71594521,"shares":238291,"shareType":"SH","priorValue":58797344,"priorShares":237086},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":71567421,"shares":357676,"shareType":"SH","priorValue":56191600,"priorShares":322200},{"issuer":"ISHARES TR","titleOfClass":"GLB INFRASTR ETF","cusip":"464288372","value":71069756,"shares":1067113,"shareType":"SH","priorValue":69074837,"priorShares":1030968},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":70384323,"shares":1941101,"shareType":"SH","priorValue":63092256,"priorShares":1914788},{"issuer":"EA SERIES TRUST","titleOfClass":"ARGENT MID CAP","cusip":"02072L839","value":64031044,"shares":1756927,"shareType":"SH","priorValue":57996545,"priorShares":1804278},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":61713611,"shares":736879,"shareType":"SH","priorValue":55218266,"priorShares":735263},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":56862437,"shares":160933,"shareType":"SH","priorValue":30014408,"priorShares":104631},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":55697792,"shares":155855,"shareType":"SH","priorValue":43168709,"priorShares":150121},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":53768113,"shares":432150,"shareType":"SH","priorValue":49069226,"priorShares":440596},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":50909169,"shares":852893,"shareType":"SH","priorValue":44690849,"priorShares":826843},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":49678296,"shares":314360,"shareType":"SH","priorValue":49297004,"priorShares":332863},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":48301390,"shares":202658,"shareType":"SH","priorValue":39061566,"priorShares":187553},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"SMLLCP 600 IDX","cusip":"921932828","value":46583866,"shares":338693,"shareType":"SH","priorValue":29739044,"priorShares":258983},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQT MKT","cusip":"25434V104","value":46531415,"shares":900201,"shareType":"SH","priorValue":40475383,"priorShares":897061},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":45356203,"shares":470354,"shareType":"SH","priorValue":40180672,"priorShares":452995},{"issuer":"ISHARES TR","titleOfClass":"EAFE SML CP ETF","cusip":"464288273","value":43606430,"shares":530040,"shareType":"SH","priorValue":36789121,"priorShares":469189},{"issuer":"GMO ETF TRUST","titleOfClass":"US QUALITY ETF","cusip":"90139K100","value":43029711,"shares":1033871,"shareType":"SH","priorValue":15229132,"priorShares":420927},{"issuer":"EA SERIES TRUST","titleOfClass":"ARGE LAR CAP ETF","cusip":"02072Q747","value":41633273,"shares":1203653,"shareType":"SH","priorValue":32424396,"priorShares":1106816},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":41308280,"shares":56095,"shareType":"SH","priorValue":31979216,"priorShares":55406},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":40964262,"shares":229363,"shareType":"SH","priorValue":33653077,"priorShares":232555},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":39817837,"shares":261650,"shareType":"SH","priorValue":40933419,"priorShares":280481},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":38170659,"shares":367450,"shareType":"SH","priorValue":35575787,"priorShares":366270},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"MIDCP 400 GRTH","cusip":"921932869","value":37769322,"shares":258164,"shareType":"SH","priorValue":26945655,"priorShares":215514},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":37372241,"shares":255257,"shareType":"SH","priorValue":32869447,"priorShares":256552},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":37134651,"shares":422561,"shareType":"SH","priorValue":32349148,"priorShares":422644},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":35944800,"shares":48,"shareType":"SH","priorValue":35188860,"priorShares":49},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":31203798,"shares":76200,"shareType":"SH","priorValue":27451413,"priorShares":76990},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 GRW ETF","cusip":"464287648","value":30621880,"shares":77728,"shareType":"SH","priorValue":25071030,"priorShares":79892},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":28435759,"shares":172757,"shareType":"SH","priorValue":25870826,"priorShares":177514},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"MIDCP 400 IDX","cusip":"921932885","value":28200220,"shares":216259,"shareType":"SH","priorValue":18125809,"priorShares":158553},{"issuer":"PGIM ETF TR","titleOfClass":"PGIM ULTRA SH BD","cusip":"69344A107","value":26919958,"shares":543289,"shareType":"SH","priorValue":24258575,"priorShares":490072},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US REIT ETF","cusip":"808524847","value":26276578,"shares":1109653,"shareType":"SH","priorValue":22876944,"priorShares":1064539},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":26020016,"shares":218674,"shareType":"SH","priorValue":20196159,"priorShares":206273},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":25862539,"shares":1352643,"shareType":"SH","priorValue":26062158,"priorShares":1350371},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":25019763,"shares":76436,"shareType":"SH","priorValue":21998633,"priorShares":74785},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":24649911,"shares":157056,"shareType":"SH","priorValue":21443137,"priorShares":155026},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMGR CRE EQT MNG","cusip":"25434V302","value":24407176,"shares":606993,"shareType":"SH","priorValue":21232850,"priorShares":627078},{"issuer":"ISHARES TR","titleOfClass":"SP SMCP600VL ETF","cusip":"464287879","value":23962856,"shares":175321,"shareType":"SH","priorValue":20690512,"priorShares":174677},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":23613559,"shares":744672,"shareType":"SH","priorValue":26551611,"priorShares":865437},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":22917784,"shares":120316,"shareType":"SH","priorValue":5909262,"priorShares":31167},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":22269163,"shares":58952,"shareType":"SH","priorValue":16422439,"priorShares":53059},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":21875232,"shares":587097,"shareType":"SH","priorValue":20394987,"priorShares":574022},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR AGGRE ETF","cusip":"78464A649","value":21153448,"shares":828897,"shareType":"SH","priorValue":21781103,"priorShares":850160},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":20965953,"shares":37221,"shareType":"SH","priorValue":17276576,"priorShares":30197},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":20363664,"shares":148944,"shareType":"SH","priorValue":25039424,"priorShares":147586},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":19457872,"shares":360198,"shareType":"SH","priorValue":19258037,"priorShares":364874},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US AGGREGATE B","cusip":"808524839","value":19445679,"shares":840712,"shareType":"SH","priorValue":18524246,"priorShares":797771},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":18515614,"shares":15437,"shareType":"SH","priorValue":13498369,"priorShares":14676},{"issuer":"EA SERIES TRUST","titleOfClass":"ARGENT FOCUSED","cusip":"02072Q754","value":18189514,"shares":545871,"shareType":"SH","priorValue":15797214,"priorShares":566064},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":17981603,"shares":42752,"shareType":"SH","priorValue":14399686,"priorShares":38735},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":17654678,"shares":74612,"shareType":"SH","priorValue":15231375,"priorShares":70824},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":17631625,"shares":397467,"shareType":"SH","priorValue":15982572,"priorShares":411286},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":17568009,"shares":69174,"shareType":"SH","priorValue":16632451,"priorShares":68043},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOB CO PLUS ETF","cusip":"25434V583","value":17556824,"shares":322380,"shareType":"SH","priorValue":16106611,"priorShares":298326},{"issuer":"AMEREN CORP","titleOfClass":"COM","cusip":"023608102","value":17313187,"shares":153160,"shareType":"SH","priorValue":16319346,"priorShares":148466},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":16205389,"shares":143081,"shareType":"SH","priorValue":17756466,"priorShares":142875},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":16097546,"shares":235310,"shareType":"SH","priorValue":13357308,"priorShares":235205},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":15992407,"shares":161572,"shareType":"SH","priorValue":15279390,"priorShares":153917},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":15665013,"shares":133319,"shareType":"SH","priorValue":13305696,"priorShares":132237},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400VL ETF","cusip":"464287705","value":15597114,"shares":105579,"shareType":"SH","priorValue":13541499,"priorShares":102200},{"issuer":"UNITED RENTALS INC","titleOfClass":"COM","cusip":"911363109","value":15557731,"shares":13733,"shareType":"SH","priorValue":9972810,"priorShares":13688},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":15547561,"shares":70287,"shareType":"SH","priorValue":13560952,"priorShares":71528},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":15327483,"shares":200228,"shareType":"SH","priorValue":15910078,"priorShares":213989},{"issuer":"FIREFLY AEROSPACE INC","titleOfClass":"COM","cusip":"31816X106","value":14636849,"shares":497852,"shareType":"SH"},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":14544951,"shares":101606,"shareType":"SH","priorValue":19224268,"priorShares":146728},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":14448290,"shares":42112,"shareType":"SH","priorValue":12346364,"priorShares":40850},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":14378069,"shares":156131,"shareType":"SH","priorValue":14558360,"priorShares":157712},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P400MID","cusip":"78464A847","value":14186272,"shares":209980,"shareType":"SH","priorValue":12115088,"priorShares":204578},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":14102511,"shares":41354,"shareType":"SH","priorValue":1609599,"priorShares":10040},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US HIGH PROF ETF","cusip":"25434V831","value":13955746,"shares":334430,"shareType":"SH","priorValue":12247434,"priorShares":333173},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":13726890,"shares":114850,"shareType":"SH","priorValue":9462622,"priorShares":108498},{"issuer":"VANECK ETF TRUST","titleOfClass":"CLO ETF","cusip":"92189H748","value":13722575,"shares":259161,"shareType":"SH","priorValue":13268121,"priorShares":251767},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP MOMNTUM","cusip":"46137V464","value":13129379,"shares":77168,"shareType":"SH","priorValue":11180522,"priorShares":77096},{"issuer":"FIRSTSUN CAP BANCORP","titleOfClass":"COM","cusip":"33767U107","value":12913740,"shares":333000,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":12827396,"shares":87475,"shareType":"SH","priorValue":13738678,"priorShares":95117},{"issuer":"COMMERCE BANCSHARES INC","titleOfClass":"COM","cusip":"200525103","value":12679058,"shares":219551,"shareType":"SH","priorValue":12261821,"priorShares":249224},{"issuer":"AMETEK INC","titleOfClass":"COM","cusip":"031100100","value":12621768,"shares":52169,"shareType":"SH","priorValue":11262903,"priorShares":52542},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":12569099,"shares":80417,"shareType":"SH","priorValue":15763528,"priorShares":104112},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":12235455,"shares":110909,"shareType":"SH","priorValue":10878569,"priorShares":111885},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":12181296,"shares":11439,"shareType":"SH","priorValue":8243546,"priorShares":11636},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":12177577,"shares":13018,"shareType":"SH","priorValue":12794204,"priorShares":12840},{"issuer":"GMO ETF TRUST","titleOfClass":"INTL QUALITY ETF","cusip":"90139K308","value":11156335,"shares":412710,"shareType":"SH","priorValue":3552851,"priorShares":142262},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":11000932,"shares":379866,"shareType":"SH","priorValue":9771763,"priorShares":389313},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":10954171,"shares":329053,"shareType":"SH","priorValue":14201129,"priorShares":369629},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":10903373,"shares":43329,"shareType":"SH","priorValue":8951115,"priorShares":41156},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":10604141,"shares":18254,"shareType":"SH","priorValue":2030508,"priorShares":9981},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":10142833,"shares":24404,"shareType":"SH","priorValue":6047646,"priorShares":22350},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDQ CLN EDGE","cusip":"33737A108","value":9974768,"shares":52020,"shareType":"SH","priorValue":872541,"priorShares":5334},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":9801623,"shares":23002,"shareType":"SH","priorValue":7608249,"priorShares":21272},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":9153164,"shares":7791,"shareType":"SH","priorValue":4204471,"priorShares":4817},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":9089880,"shares":17401,"shareType":"SH","priorValue":8186149,"priorShares":17673},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP INDEX","cusip":"921910873","value":9074367,"shares":33163,"shareType":"SH","priorValue":7926228,"priorShares":33536},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US REAL ESTA ETF","cusip":"25434V823","value":8694668,"shares":332365,"shareType":"SH","priorValue":1756652,"priorShares":74277},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":8428367,"shares":78403,"shareType":"SH","priorValue":7720994,"priorShares":78481},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":8322169,"shares":214544,"shareType":"SH","priorValue":7126454,"priorShares":203381},{"issuer":"RBB FUND TRUST","titleOfClass":"LONGVIEW ADVANTG","cusip":"75526L852","value":8247283,"shares":126978,"shareType":"SH","priorValue":4255780,"priorShares":73552},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL SCEQT ETF","cusip":"808524888","value":8193858,"shares":170280,"shareType":"SH","priorValue":7764628,"priorShares":166124},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":7885186,"shares":28040,"shareType":"SH","priorValue":6774781,"priorShares":27950},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":7884022,"shares":61354,"shareType":"SH","priorValue":7584476,"priorShares":63052},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":7766036,"shares":35876,"shareType":"SH","priorValue":6883017,"priorShares":34583},{"issuer":"ESCO TECHNOLOGIES INC","titleOfClass":"COM","cusip":"296315104","value":7715232,"shares":22041,"shareType":"SH","priorValue":6201676,"priorShares":22041},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":7604446,"shares":45876,"shareType":"SH","priorValue":9700686,"priorShares":46886},{"issuer":"ISHARES TR","titleOfClass":"SELECT US REIT","cusip":"464287564","value":7495571,"shares":110832,"shareType":"SH","priorValue":6880708,"priorShares":111176},{"issuer":"PIMCO ETF TR","titleOfClass":"ACTIVE BD ETF","cusip":"72201R775","value":7461028,"shares":80913,"shareType":"SH","priorValue":7539878,"priorShares":81707},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":7424036,"shares":78503,"shareType":"SH","priorValue":9493424,"priorShares":99470},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":7316003,"shares":20744,"shareType":"SH","priorValue":7249629,"priorShares":22043},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":7239192,"shares":89076,"shareType":"SH","priorValue":7020239,"priorShares":92311},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":7190502,"shares":14000,"shareType":"SH","priorValue":6186883,"priorShares":12382},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":7161906,"shares":60973,"shareType":"SH","priorValue":4381071,"priorShares":56464},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":7009912,"shares":79740,"shareType":"SH","priorValue":5960582,"priorShares":81110},{"issuer":"EQUIFAX INC","titleOfClass":"COM","cusip":"294429105","value":6999983,"shares":44103,"shareType":"SH","priorValue":8019416,"priorShares":44535},{"issuer":"CIPHER DIGITAL INC","titleOfClass":"COM","cusip":"17253J106","value":6924264,"shares":282623,"shareType":"SH","priorValue":3637332,"priorShares":282621},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":6887163,"shares":66989,"shareType":"SH","priorValue":6802837,"priorShares":71144},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":6886588,"shares":25477,"shareType":"SH","priorValue":8105202,"priorShares":26079},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"LG-TERM COR BD","cusip":"92206C813","value":6833678,"shares":90813,"shareType":"SH","priorValue":7495088,"priorShares":100309},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":6692254,"shares":45665,"shareType":"SH","priorValue":6045042,"priorShares":41092},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":6575625,"shares":51448,"shareType":"SH","priorValue":5490408,"priorShares":50054},{"issuer":"ENTERPRISE FINL SVCS CORP","titleOfClass":"COM","cusip":"293712105","value":6560182,"shares":99578,"shareType":"SH","priorValue":5640445,"priorShares":104240},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":6495135,"shares":8984,"shareType":"SH","priorValue":2566291,"priorShares":7508},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS VA","cusip":"25434V740","value":6492995,"shares":152178,"shareType":"SH","priorValue":5665915,"priorShares":158354},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":6465322,"shares":33888,"shareType":"SH","priorValue":1267661,"priorShares":3247},{"issuer":"ISHARES TR","titleOfClass":"S&P 100 ETF","cusip":"464287101","value":6452812,"shares":17637,"shareType":"SH","priorValue":5544592,"priorShares":17432},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":6308537,"shares":171614,"shareType":"SH","priorValue":6879735,"priorShares":181811},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":6208912,"shares":22827,"shareType":"SH","priorValue":5318218,"priorShares":21920},{"issuer":"PROFESIONALLY MANAGED PORTFO","titleOfClass":"AKRE FOCUS ETF","cusip":"74316P579","value":6192327,"shares":116419,"shareType":"SH","priorValue":6615023,"priorShares":125166},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":6184860,"shares":32463,"shareType":"SH","priorValue":3203747,"priorShares":24106},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"SMLCP 600 GRTH","cusip":"921932794","value":6149195,"shares":40081,"shareType":"SH","priorValue":5122204,"priorShares":41155},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":6118158,"shares":16608,"shareType":"SH","priorValue":5733607,"priorShares":13325},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 VAL IDX FD","cusip":"921932703","value":6104938,"shares":27850,"shareType":"SH","priorValue":6227986,"priorShares":30561},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524755","value":6049533,"shares":114661,"shareType":"SH","priorValue":5216935,"priorShares":106620},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":6037836,"shares":24523,"shareType":"SH","priorValue":5311860,"priorShares":25811},{"issuer":"TORTOISE CAPITAL SERIES TRUS","titleOfClass":"MLP ETF","cusip":"890930886","value":6022431,"shares":217700,"shareType":"SH","priorValue":6331545,"priorShares":225004},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":6001878,"shares":51443,"shareType":"SH","priorValue":7229626,"priorShares":49423},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":5969955,"shares":32307,"shareType":"SH","priorValue":3251066,"priorShares":25245},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":5831570,"shares":110614,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR MSCI EAFE","cusip":"78463X434","value":5827566,"shares":60694,"shareType":"SH","priorValue":5952656,"priorShares":63822},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":5795102,"shares":74382,"shareType":"SH","priorValue":5565209,"priorShares":70976},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":5785919,"shares":93021,"shareType":"SH","priorValue":5858925,"priorShares":93653},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":5761298,"shares":101111,"shareType":"SH","priorValue":10493132,"priorShares":215244},{"issuer":"BROOKFIELD CORP","titleOfClass":"CL A LTD VT SH","cusip":"11271J107","value":5623647,"shares":132041,"shareType":"SH","priorValue":5336110,"priorShares":131853},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":5487689,"shares":4754,"shareType":"SH","priorValue":1429826,"priorShares":4232},{"issuer":"TIDAL TRUST II","titleOfClass":"ROUNDHILL GENER","cusip":"88636J600","value":5473497,"shares":55467,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":5459917,"shares":33237,"shareType":"SH","priorValue":4622860,"priorShares":32457},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":5452251,"shares":76362,"shareType":"SH","priorValue":5106724,"priorShares":53112},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":5439104,"shares":14554,"shareType":"SH","priorValue":4174800,"priorShares":14712},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":5437341,"shares":38941,"shareType":"SH","priorValue":1538777,"priorShares":34869},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE BOND ETF","cusip":"46654Q716","value":5426291,"shares":101426,"shareType":"SH","priorValue":6878635,"priorShares":127927},{"issuer":"IREN LIMITED","titleOfClass":"ORDINARY SHARES","cusip":"Q4982L109","value":5394860,"shares":117972,"shareType":"SH","priorValue":4012165,"priorShares":117041},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":5310449,"shares":39220,"shareType":"SH","priorValue":6335375,"priorShares":40797},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":5245685,"shares":14486,"shareType":"SH","priorValue":5137823,"priorShares":14602},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":5189476,"shares":28685,"shareType":"SH","priorValue":4863201,"priorShares":29413},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":5185430,"shares":7373,"shareType":"SH","priorValue":4882914,"priorShares":7917},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":5091520,"shares":42739,"shareType":"SH","priorValue":4179907,"priorShares":43261},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":5075858,"shares":28788,"shareType":"SH","priorValue":3610547,"priorShares":28576},{"issuer":"WILLIAMS COS INC","titleOfClass":"COM","cusip":"969457100","value":5066940,"shares":68159,"shareType":"SH","priorValue":4932519,"priorShares":67773},{"issuer":"CENTENE CORP DEL","titleOfClass":"COM","cusip":"15135B101","value":5004165,"shares":77959,"shareType":"SH","priorValue":2636017,"priorShares":80514},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":4900512,"shares":89084,"shareType":"SH","priorValue":4330003,"priorShares":89352},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":4888360,"shares":80933,"shareType":"SH","priorValue":4028098,"priorShares":77449},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":4871008,"shares":18009,"shareType":"SH","priorValue":4691890,"priorShares":18026},{"issuer":"TARGA RES CORP","titleOfClass":"COM","cusip":"87612G101","value":4814990,"shares":17957,"shareType":"SH","priorValue":4506872,"priorShares":17975},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":4812124,"shares":94998,"shareType":"SH","priorValue":5087682,"priorShares":101774},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":4805875,"shares":113507,"shareType":"SH","priorValue":5509738,"priorShares":109756},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":4779839,"shares":19717,"shareType":"SH","priorValue":4119519,"priorShares":18832},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":4650727,"shares":9738,"shareType":"SH","priorValue":2977190,"priorShares":8810},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":4493170,"shares":4443,"shareType":"SH","priorValue":3835918,"priorShares":4534},{"issuer":"DBX ETF TR","titleOfClass":"XTRACK MSCI EAFE","cusip":"233051200","value":4456245,"shares":81571,"shareType":"SH","priorValue":3230861,"priorShares":65402}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth 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."}