{"url":"https://nivawealth.com/firms/mutual-advisors-167658","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167658","regulatoryAum":9449420841,"crd":"167658","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6685452","suffix":null,"lastName":"Ackerman","firstName":"Ricky","middleName":null},{"crd":"5359335","suffix":null,"lastName":"ADLER","firstName":"JEFFREY","middleName":null},{"crd":"1056989","suffix":null,"lastName":"AGIERT","firstName":"SUSAN","middleName":"CAROL"},{"crd":"1413706","suffix":null,"lastName":"AGRESTO","firstName":"JOSEPH","middleName":"ROCCO"},{"crd":"2619340","suffix":"Jr","lastName":"Aikins","firstName":"Charles","middleName":"Robert"},{"crd":"5765599","suffix":null,"lastName":"ANGEL","firstName":"MIRIAM","middleName":"OCHOA"},{"crd":"3041797","suffix":null,"lastName":"Bachelier","firstName":"Brian","middleName":"Anthony"},{"crd":"5290755","suffix":null,"lastName":"BARBER","firstName":"CHRISTOPHER","middleName":"J"},{"crd":"5480678","suffix":null,"lastName":"BARRETT","firstName":"EVAN","middleName":"CROOK"},{"crd":"2530957","suffix":null,"lastName":"BERGMAN","firstName":"MAILI","middleName":"RENAE"},{"crd":"1859333","suffix":null,"lastName":"Biermann","firstName":"Scott","middleName":"David"},{"crd":"5588955","suffix":null,"lastName":"BLOOMBERG","firstName":"STEPHANIE","middleName":"MARGO"},{"crd":"3068881","suffix":null,"lastName":"BOCK","firstName":"KENNETH","middleName":"ALAN"},{"crd":"5000247","suffix":null,"lastName":"BORQUIST","firstName":"CHARLES","middleName":"RUSSELL"},{"crd":"1817613","suffix":null,"lastName":"BOYDELL","firstName":"DAVID","middleName":"CODD"},{"crd":"3027960","suffix":null,"lastName":"BUNTING","firstName":"EDWARD","middleName":"JOSEPH"},{"crd":"1057931","suffix":"III","lastName":"CAMPBELL","firstName":"ERIC","middleName":"MARTIN"},{"crd":"6334346","suffix":null,"lastName":"Carlon","firstName":"Nicole","middleName":"Quiroga Galinsky"},{"crd":"872114","suffix":null,"lastName":"CARSON","firstName":"RANDAL","middleName":"ROY"},{"crd":"8162320","suffix":null,"lastName":"CHAN","firstName":"JEFFERSON","middleName":"YUHAN"},{"crd":"1128419","suffix":null,"lastName":"COLEMAN","firstName":"JAMES","middleName":"CRAIG"},{"crd":"4537704","suffix":null,"lastName":"COLLOP","firstName":"RICHARD","middleName":"MICHAEL"},{"crd":"2271129","suffix":null,"lastName":"CORDOBA","firstName":"CHRISTIAN","middleName":"RAUL"},{"crd":"4759369","suffix":null,"lastName":"CROSS","firstName":"ALEXANDER","middleName":"JAMES"},{"crd":"5669491","suffix":null,"lastName":"DAMIANI","firstName":"NICHOLAS","middleName":"ARTHUR"},{"crd":"5739648","suffix":null,"lastName":"DELAFUENTE","firstName":"MICHAEL","middleName":null},{"crd":"4801678","suffix":null,"lastName":"DERING","firstName":"JUSTIN","middleName":"MICHAEL"},{"crd":"7122285","suffix":null,"lastName":"Dobbs","firstName":"Grant","middleName":"Knowlton"},{"crd":"2157864","suffix":"JR","lastName":"DOBBS","firstName":"ROBERT","middleName":"LOMAX"},{"crd":"4065448","suffix":null,"lastName":"DODD","firstName":"JEREMY","middleName":"ANDREW"},{"crd":"4577156","suffix":null,"lastName":"Domangue","firstName":"Troy","middleName":"A"},{"crd":"7740275","suffix":null,"lastName":"DOMINGUEZ","firstName":"DANIEL","middleName":"ANTONIO"},{"crd":"6015122","suffix":null,"lastName":"DONNELLY","firstName":"MATTHEW","middleName":"JAMES"},{"crd":"7705688","suffix":null,"lastName":"Donovan","firstName":"Madison","middleName":"Lee"},{"crd":"5526860","suffix":null,"lastName":"DOWN","firstName":"STEVEN","middleName":"A"},{"crd":"1832027","suffix":null,"lastName":"DUBA","firstName":"RENEE","middleName":null},{"crd":"5758549","suffix":null,"lastName":"DUKE","firstName":"CHRISTOPHER","middleName":"ALLEN"},{"crd":"6196738","suffix":null,"lastName":"DUNGCA","firstName":"STAN","middleName":"MICHAEL"},{"crd":"5276291","suffix":"III","lastName":"DUNLAP","firstName":"DANIEL","middleName":"R"},{"crd":"5574202","suffix":null,"lastName":"ECKFELDT","firstName":"BRUCE","middleName":"DOUGLAS"},{"crd":"1237500","suffix":null,"lastName":"FAIRBANKS","firstName":"JONATHAN","middleName":"MARK"},{"crd":"5830800","suffix":null,"lastName":"FLORES","firstName":"PATRICIA","middleName":"T"},{"crd":"1625081","suffix":null,"lastName":"FOLLESE","firstName":"MICHAEL","middleName":"JAMES"},{"crd":"4896624","suffix":null,"lastName":"FRATELLO","firstName":"ANTHONY","middleName":"J"},{"crd":"1982445","suffix":null,"lastName":"GALINSKY","firstName":"EYAL","middleName":"(NMN)"},{"crd":"6981612","suffix":null,"lastName":"Garcia","firstName":"Mark","middleName":"Allen"},{"crd":"5534858","suffix":null,"lastName":"GIERSZEWSKA","firstName":"ALEKSANDRA","middleName":"ANNA"},{"crd":"2099188","suffix":null,"lastName":"GIONGO","firstName":"MICHAEL","middleName":"JAMES"},{"crd":"6759648","suffix":null,"lastName":"Goosen","firstName":"Ryan","middleName":"Louis"},{"crd":"7655636","suffix":null,"lastName":"GRANDPRE","firstName":"CAMERON","middleName":"GARRETT"},{"crd":"6478944","suffix":null,"lastName":"GREEK","firstName":"ETHAN","middleName":"L"},{"crd":"6911862","suffix":null,"lastName":"GREEN","firstName":"DANIAL","middleName":"OTTO"},{"crd":"1593431","suffix":null,"lastName":"GREENE","firstName":"WILLIAM","middleName":"PATRICK"},{"crd":"6712567","suffix":null,"lastName":"Grusell","firstName":"Zachary","middleName":"Michael"},{"crd":"2437089","suffix":"IV","lastName":"GUILLEN","firstName":"TRINIDAD","middleName":"JOHN"},{"crd":"5067082","suffix":null,"lastName":"HAUGH","firstName":"REBECCA","middleName":"L"},{"crd":"7913994","suffix":null,"lastName":"HAWLEY","firstName":"DAVID","middleName":"M"},{"crd":"6561838","suffix":null,"lastName":"HAYDEN","firstName":"CASEY","middleName":"SCOTT"},{"crd":"1949958","suffix":null,"lastName":"HAYS","firstName":"BRIAN","middleName":"JAMES"},{"crd":"5069968","suffix":"III","lastName":"HENDERSON","firstName":"ARCHIE","middleName":"ANDERSON"},{"crd":"4708256","suffix":null,"lastName":"HENDERSON","firstName":"DAVID","middleName":"REILLY"},{"crd":"2454703","suffix":null,"lastName":"HENDRIX","firstName":"HUGH","middleName":"NICKOLAS"},{"crd":"1088298","suffix":null,"lastName":"HENNESSY","firstName":"DENNIS","middleName":"GERARD"},{"crd":"2942729","suffix":null,"lastName":"HERO","firstName":"PEDRO","middleName":null},{"crd":"1687041","suffix":null,"lastName":"HOLCOMB","firstName":"CLAYTON","middleName":"MONROE"},{"crd":"2581041","suffix":null,"lastName":"HOSLER","firstName":"BRUCE","middleName":"ROBERT"},{"crd":"5294470","suffix":null,"lastName":"HOSLER","firstName":"JASON","middleName":"ROBERT"},{"crd":"4601732","suffix":null,"lastName":"HU","firstName":"JAMES","middleName":"K"},{"crd":"4501885","suffix":null,"lastName":"Jacobson","firstName":"Lucas","middleName":"Alan"},{"crd":"5016734","suffix":null,"lastName":"JASPER","firstName":"AARON","middleName":"T"},{"crd":"8325779","suffix":null,"lastName":"JASSO","firstName":"BRODY","middleName":"KANE"},{"crd":"3136246","suffix":null,"lastName":"JOHNSON","firstName":"BRENT","middleName":"DAVID"},{"crd":"6456077","suffix":null,"lastName":"KEANE","firstName":"ARCADIA","middleName":"BERJONNEAU"},{"crd":"6106107","suffix":null,"lastName":"KEARNS","firstName":"BRIAN","middleName":"JAMES"},{"crd":"5395066","suffix":null,"lastName":"KELSEY","firstName":"CHARLES","middleName":"ADAM"},{"crd":"7186115","suffix":null,"lastName":"KEMPER","firstName":"JESSTINE","middleName":"OLIVIA"},{"crd":"2980829","suffix":null,"lastName":"KIELY","firstName":"CHRISTOPHER","middleName":"HENRI"},{"crd":"2797805","suffix":null,"lastName":"KIENZLE","firstName":"KRIS","middleName":"AL"},{"crd":"6130535","suffix":null,"lastName":"KING","firstName":"JAMES","middleName":"CHRISTIAN"},{"crd":"7482571","suffix":null,"lastName":"KINNEY","firstName":"ALYSSA","middleName":"NICOLE"},{"crd":"4836836","suffix":null,"lastName":"KNIGHT","firstName":"THOMAS","middleName":"JASON"},{"crd":"1183001","suffix":null,"lastName":"KOCH","firstName":"RICHARD","middleName":"THOMAS"},{"crd":"5607498","suffix":null,"lastName":"KOURY","firstName":"ALEXANDER","middleName":"GIBRAN"},{"crd":"4426141","suffix":null,"lastName":"KRIEGER","firstName":"ANDREW","middleName":"MEYERS"},{"crd":"4532723","suffix":null,"lastName":"LACKEY","firstName":"RICHARD","middleName":"WILLIAM"},{"crd":"6104986","suffix":null,"lastName":"Laninga","firstName":"Bradley","middleName":"John"},{"crd":"5846573","suffix":null,"lastName":"LARSEN","firstName":"LEVI","middleName":"GLADE"},{"crd":"2358390","suffix":null,"lastName":"LENNON","firstName":"RENEE","middleName":"SMYTH"},{"crd":"2121910","suffix":null,"lastName":"LEVIN","firstName":"RICHARD","middleName":"BENJAMIN"},{"crd":"2162289","suffix":null,"lastName":"LINDERMAN","firstName":"ROBERT","middleName":"REED"},{"crd":"5030354","suffix":null,"lastName":"LINVILLE","firstName":"ERIC","middleName":"LEE"},{"crd":"2535336","suffix":null,"lastName":"LOPEZ","firstName":"VIVIAN","middleName":"JOYCE"},{"crd":"1496459","suffix":null,"lastName":"MANLEY","firstName":"ELAINE","middleName":"ROSE"},{"crd":"4145202","suffix":null,"lastName":"MANLEY","firstName":"SCOTT","middleName":"EDWARD"},{"crd":"6157324","suffix":null,"lastName":"MARTIN","firstName":"JEFFREY","middleName":"ROBERTSON"},{"crd":"4689923","suffix":null,"lastName":"MCPHERSON","firstName":"JOHN","middleName":"T"},{"crd":"8262864","suffix":null,"lastName":"MILLER","firstName":"JOSHUA","middleName":"JAMES"},{"crd":"1825253","suffix":null,"lastName":"MLINAR","firstName":"GERARD","middleName":"PAUL"},{"crd":"5748907","suffix":null,"lastName":"MOWEN","firstName":"EVAN","middleName":"LYLE JOHNSON"},{"crd":"5032478","suffix":null,"lastName":"NAKDEE","firstName":"SASIWIPA","middleName":null},{"crd":"2612648","suffix":null,"lastName":"NANAMURA","firstName":"MARK","middleName":null},{"crd":"7252027","suffix":null,"lastName":"NANAMURA","firstName":"PATRICK","middleName":"HENRY"},{"crd":"4249164","suffix":null,"lastName":"NANCE","firstName":"MICHAEL","middleName":"B"},{"crd":"4790460","suffix":null,"lastName":"OCONNOR","firstName":"LISA","middleName":null},{"crd":"2181498","suffix":null,"lastName":"OMID","firstName":"HAMID","middleName":"MICHAEL"},{"crd":"4993506","suffix":null,"lastName":"OPEL","firstName":"CHAD","middleName":"MICHAEL"},{"crd":"1696684","suffix":null,"lastName":"OWEN","firstName":"JOHN","middleName":"LEWIS"},{"crd":"6146793","suffix":"JR","lastName":"PANDO","firstName":"FLAVIO","middleName":null},{"crd":"1005385","suffix":null,"lastName":"PANICHELLE","firstName":"RONALD","middleName":"VICTOR"},{"crd":"4704647","suffix":null,"lastName":"PARSONS","firstName":"ROBB","middleName":"PATTON"},{"crd":"2641098","suffix":null,"lastName":"PASCARELLA","firstName":"MATTHEW","middleName":"PATRICK"},{"crd":"1491490","suffix":null,"lastName":"PETERSON","firstName":"KENNETH","middleName":"JOHN"},{"crd":"2948874","suffix":"II","lastName":"PETERSON","firstName":"RICHARD","middleName":"SPENCER"},{"crd":"4977524","suffix":null,"lastName":"PETTUS","firstName":"WILLIAM","middleName":"HAMADA"},{"crd":"7185908","suffix":null,"lastName":"Ralph","firstName":"Christopher","middleName":null},{"crd":"2468484","suffix":null,"lastName":"Rapp","firstName":"David","middleName":"Raymond"},{"crd":"1751501","suffix":null,"lastName":"RIVERA","firstName":"EDDIE","middleName":"BENJAMIN"},{"crd":"6963563","suffix":null,"lastName":"RYNE","firstName":"MICHAEL","middleName":"JOHN"},{"crd":"4419285","suffix":null,"lastName":"SABOL","firstName":"RYAN","middleName":"STEPHEN"},{"crd":"4341878","suffix":null,"lastName":"SADIQ","firstName":"ZAHID","middleName":null},{"crd":"2764560","suffix":null,"lastName":"SCANLON","firstName":"JAMES","middleName":"BERNARD"},{"crd":"6441395","suffix":null,"lastName":"SCHREACKE","firstName":"GREGORY","middleName":"SCOTT"},{"crd":"3024755","suffix":null,"lastName":"SENTNOR","firstName":"DAVID","middleName":"ALAN"},{"crd":"7207731","suffix":null,"lastName":"Sewell","firstName":"Christopher","middleName":"Scott"},{"crd":"2603576","suffix":null,"lastName":"Shearin","firstName":"Ellen","middleName":"Kathia"},{"crd":"6654400","suffix":null,"lastName":"SHEEHY","firstName":"MASON","middleName":"THOMAS"},{"crd":"3107054","suffix":null,"lastName":"SHILES","firstName":"JULIA","middleName":"RAMONA"},{"crd":"2802056","suffix":null,"lastName":"SIMMS","firstName":"ALAN","middleName":"DALE"},{"crd":"2312292","suffix":null,"lastName":"SIMPSON","firstName":"DAMON","middleName":"CURTIS"},{"crd":"4648852","suffix":null,"lastName":"SLOTHOWER","firstName":"CURTIS","middleName":"VAN"},{"crd":"5588688","suffix":null,"lastName":"STALCUP","firstName":"JEREMY","middleName":"MARK"},{"crd":"2420645","suffix":null,"lastName":"STONE","firstName":"LAWRENCE","middleName":"RICHARD"},{"crd":"4733405","suffix":null,"lastName":"SULLIVAN","firstName":"BRADLEY","middleName":"SCOTT"},{"crd":"1233017","suffix":null,"lastName":"TAYLOR","firstName":"MARK","middleName":"ALEXANDER"},{"crd":"4442804","suffix":null,"lastName":"TAYLOR","firstName":"THOMAS","middleName":null},{"crd":"4918600","suffix":null,"lastName":"Thaman","firstName":"Joseph","middleName":"Benjamin"},{"crd":"3074861","suffix":null,"lastName":"THOMPSON","firstName":"JARED","middleName":"F."},{"crd":"3276733","suffix":null,"lastName":"TJIPUTRA","firstName":"LINDA","middleName":"SAMUEL"},{"crd":"5711104","suffix":null,"lastName":"Tremble","firstName":"Chris","middleName":"Michael"},{"crd":"1029100","suffix":null,"lastName":"VOSS","firstName":"MITCHELL","middleName":"CRAIG"},{"crd":"3237123","suffix":null,"lastName":"WALLACE","firstName":"AMY","middleName":"M"},{"crd":"4611868","suffix":null,"lastName":"WEBBER","firstName":"TUCKER","middleName":null},{"crd":"2522552","suffix":null,"lastName":"WEED","firstName":"THOMAS","middleName":"ELLIOT"},{"crd":"1286276","suffix":null,"lastName":"WEISMAN","firstName":"MICHAEL","middleName":"SCOTT"},{"crd":"4558176","suffix":null,"lastName":"WHITEHOUSE","firstName":"ALEXANDER","middleName":"DOUGLAS"},{"crd":"5463719","suffix":null,"lastName":"WILK","firstName":"VICTORIA","middleName":"ANN"},{"crd":"7255037","suffix":null,"lastName":"Willden","firstName":"Marc","middleName":"Petro"},{"crd":"2218017","suffix":null,"lastName":"WILLIS","firstName":"WARN","middleName":"DEE"},{"crd":"6418346","suffix":null,"lastName":"Wise","firstName":"Christopher","middleName":"Matthew"},{"crd":"4348439","suffix":null,"lastName":"WRIGHT","firstName":"JEFFREY","middleName":"DAVID"},{"crd":"7959426","suffix":null,"lastName":"ZENT","firstName":"ZANE","middleName":"GABRIEL"},{"crd":"2976679","suffix":null,"lastName":"ZINN","firstName":"ANDREW","middleName":"LAWRENCE"},{"crd":"5785057","suffix":null,"lastName":"ZUCK","firstName":"DUSTIN","middleName":"JAY"}],"total":153,"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":"2022-06-08","regulatoryAum":4614864198,"clients":7065,"employees":207,"offices":68},{"filedOn":"2023-06-21","regulatoryAum":5305999278,"clients":8870,"employees":262,"offices":72},{"filedOn":"2024-06-18","regulatoryAum":6947119840,"clients":8882,"employees":255,"offices":76},{"filedOn":"2026-06-25","regulatoryAum":8545398177,"clients":9473,"employees":208,"offices":76},{"filedOn":"2026-09-30","regulatoryAum":9449420841,"clients":9960,"employees":223,"offices":76}],"acquisitions":[{"date":"2022-06-30","datePrecision":"day","name":"Gaia Capital Management","crd":"134697","source":"adv_w","dealType":"acquisition","sellerAum":36441168,"sellerAumDate":"2021-03-26","sourceUrl":"https://adviserinfo.sec.gov/firm/summary/134697"}],"secFileNumber":"801-78089","legalName":"Mutual Advisors, LLC","displayName":"Mutual Advisors","slug":"mutual-advisors-167658","website":"https://stillwaterwm.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"ria_network","typeLabel":"RIA network","feeDisclosure":"summary"},"linkedinUrl":"https://www.linkedin.com/company/mutualadvisors","founded":null,"organization":"Wyoming limited liability company","fiscalYearEnd":"June","headquarters":{"street":"9140 W Dodge Road, Suite 230","city":"Omaha","state":"NE","stateName":"Nebraska","country":"United States","postalCode":"68114"},"tradeNames":["21:5 Wealth Management","Adler Capital Advisors","Bamboo Financial Advisors","Barrett Planning Group","Beyond","Beyond Financial Advisors","California Retirement Advisors","Collop Capital","Context Wealth","DCH Wealth Management","Del Rey Capital Management","Dmi Wealth Management & Insurance Solutions","Erx Wealth Partners","Fairbanks Wealth Management","Financial Journey Partners","Front Office Wealth Strategies","Gaia Capital Management","Grey Fox Financial Partners","Haddam Road Advisors","Hawthorne Capital Wealth Advisors","Hosler Wealth Management","Insightful Advisory","Ironcladnil","Kiely Consulting","King Capital Management","Larsen Wealth Strategies","Long Term Capital Management","Monument Investment Advisors","Mutual Group","Mutual Group Investment Solutions","Myers Dewitt","Nance Wealth Management","Nfuse Cpaital","North Country Wealth Management","Oasis Advisers","Pascarella Planning Group","Polaris Financial","Prime Solutions Investments","Purple Clover Wealth Management","R. S. Peterson Financial","Resultpoint Financial","Rosehill Asset Management","Scanlon Wealth Management","Sierra Investment Advisors","Silver State Wealth Management","Sonder Private Wealth Management","Soul Wealth Advisor","Spectra Private Wealth","Sterling Oaks Financial Services","Stillwater Wealth Management","Stone & Down Wealth Management","Stoneford Advisors","Sullivan Wealth Management Group","Swain Financial Services","Vision Wealth","Wealth Management Strategies","Wealth Partners","Whitehouse Wealth Management","Willis Eckfeldt","Winthrop Taylor Financial","Wise Capital Partners","Wise Oak Wealth","Yield Advisory","Zealand Wealth Management"],"registration":{"secApproved":"26 May 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":916007.9449352784,"staff":{"employees":223,"advisory":158,"brokerDealerReps":76,"insuranceAgents":85,"promoters":1},"aum":{"regulatory":9449420841,"discretionary":9169070128,"discretionaryAccounts":22524,"nonDiscretionary":280350713,"nonDiscretionaryAccounts":1771,"wrapProgram":13802261302,"nonUsClientsPct":0,"nonAumClients":30},"clientTypes":[{"label":"Individuals (other than HNW)","clients":7501,"regulatoryAum":2281795837},{"label":"High-net-worth individuals","clients":2233,"regulatoryAum":6634625499},{"label":"Pension and profit-sharing plans","clients":140,"regulatoryAum":280350713},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"fewerThan5":true,"regulatoryAum":24408884},{"label":"Corporations and other businesses","clients":86,"regulatoryAum":228239908}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059587","versionId":1059587,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-30","documentName":"ADV PART 2A","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T03:40:52.681062+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059587","versionId":1059587,"submittedOn":"2026-09-30"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059588","versionId":1059588,"submittedOn":null}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":5195927818},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":3897480613}],"custodyNote":"Mutual Advisors has custody of $1.08B in client assets for 1,872 clients.","otherCustodians":[],"leadership":[{"name":"Aaron Jasper","title":"Chief Executive Officer/Chairman","crd":"5016734"},{"name":"Chris Tremble","title":"Vice President Operations","crd":"5711104"},{"name":"Debra Shannon","title":"Chief Compliance Officer","crd":"5021297"},{"name":"Nicholas Damiani","title":"Chief Administrative Officer","crd":"5669491"},{"name":"Ryan Sabol","title":"Managing Principal","crd":"4419285"}],"ownership":[{"label":"Mutual Group, Inc.","detail":"Corporation in the 75% or more ownership band and a control person, since October 2023."},{"label":"Sabol Single Family Private Trust Company, LLC","detail":"Indirect owner: a trustee of The Sabol Wyoming Trust in the 75% or more band and a control person, since April 2013.","parent":"The Sabol Wyoming Trust"},{"label":"Jasper Single Family Private Trust Company LLC","detail":"Indirect owner: a trustee of The Jasper Wyoming Trust in the 75% or more band and a control person, since March 2016.","parent":"The Jasper Wyoming Trust"},{"label":"Aaron Jasper","detail":"Indirect owner: a owner of Jasper Single Family Private Trust Company LLC in the 75% or more band and a control person, since March 2016.","parent":"Jasper Single Family Private Trust Company LLC"},{"label":"Ryan Sabol","detail":"Indirect owner: a owner of Sabol Single Family Private Trust Company, LLC in the 75% or more band and a control person, since December 2015.","parent":"Sabol Single Family Private Trust Company, LLC"},{"label":"Nicholas Damiani","detail":"Indirect owner: owner of Mutual Group, Inc. and a control person, since October 2023.","parent":"Mutual Group, Inc."},{"label":"The Jasper Wyoming Trust","detail":"Indirect owner: a member of Mutual Group, Inc. in the 50% to 75% band and a control person, since October 2023.","parent":"Mutual Group, Inc."},{"label":"The Sabol Wyoming Trust","detail":"Indirect owner: member of Mutual Group, Inc. and a control person, since October 2023.","parent":"Mutual Group, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":75,"privateResidences":0},"listedOfficeAddresses":27,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":2,"addresses":[{"street":"7400 E Pinnacle Peak RD","city":"Scottsdale"},{"street":"700 S. Montezuma St","city":"Prescott"}]},{"state":"California","offices":9,"addresses":[{"street":"113 N Church Street","city":"Visalia"},{"street":"807-A Camarillo Springs Road","city":"Camarillo"},{"street":"898 N Pacific Coast Hwy","city":"El Segundo"},{"street":"1297 Flynn Road","city":"Camarillo"},{"street":"967 Reserve Drive","city":"Roseville"},{"street":"3721 Douglas Boulevard","city":"Roseville"},{"street":"27451 Tourney RD","city":"Valencia"},{"street":"482 N Rosemead BLVD.","city":"Pasadena"},{"street":"101 Metro Drive","city":"San Jose"}]},{"state":"Florida","offices":1,"addresses":[{"street":"147 Second Avenue S","city":"St. Petersburg"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"1010 Enclave BLVD","city":"Edwardsville"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"743 Washington Street","city":"Newton"}]},{"state":"Michigan","offices":1,"addresses":[{"street":"12675 Windy Ridge DR","city":"Caledonia"}]},{"state":"Missouri","offices":2,"addresses":[{"street":"165 N. Meramec Avenue","city":"Clayton"},{"street":"16020 Swingley Ridge RD","city":"Chesterfield"}]},{"state":"Nebraska","offices":2,"addresses":[{"street":"9140 W Dodge Road, Suite 230","city":"Omaha","headquarters":true},{"street":"9140 W. Dodge","city":"Omaha"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"620 Green Valley Road","city":"Greensboro"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"535 Lloyd Ave","city":"Latrobe"}]},{"state":"Texas","offices":3,"addresses":[{"street":"110 E. Broadway Street","city":"Sweetwater"},{"street":"17611 Lasting Rose Drive","city":"Cypress"},{"street":"1801 Kingwood DR","city":"Kingwood"}]},{"state":"Washington","offices":2,"addresses":[{"street":"201 Ne Park Plaza Drive","city":"Vancouver"},{"street":"7525 Se 24th St","city":"Mercer Island"}]},{"state":"Wisconsin","offices":1,"addresses":[{"street":"W62 N582 Washington Ave.","city":"Cedarburg"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"307-439-6357","stateRegisteredReps":158,"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)","Other"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":24},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":61},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":1,"detail":"Illiquid Alternative Investment Assets, Structured Notes, Variable Annuities, Principal Paydown Bonds"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/167658/PDF/167658.pdf","brochureDate":"30 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059587","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 Mutual Advisors have?","answer":"Mutual Advisors has 9,960 clients and manages $9.45 billion for them, as of September 2026. They include 7,501 individual clients, 2,233 high-net-worth individuals, and 140 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mutual Advisors offer?","answer":"Mutual Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Mutual Advisors charge?","answer":"Mutual Advisors charges up to 2.00% a year for its Investment Management Services.","source":"ADV PART 2A, filed 30 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mutual Advisors use?","answer":"Mutual Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $5.2B and Charles Schwab & Co., Inc. (San Francisco, CA), with $3.9B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mutual Advisors have?","answer":"Mutual Advisors has 158 investment adviser representatives registered with state securities authorities, out of 223 employees, and 158 perform investment advisory functions. 76 employees are registered representatives of a broker-dealer and 85 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 Mutual Advisors invest in?","answer":"At the end of its last fiscal year, Mutual Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 8% cash and equivalents, 2% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Illiquid Alternative Investment Assets, Structured Notes, Variable Annuities, Principal Paydown 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 Mutual Advisors?","answer":"Mutual Advisors is owned through a chain of holding companies by Aaron Jasper and Ryan Sabol. Its direct owner is Mutual Group, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mutual Advisors get paid?","answer":"Mutual 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"}},{"question":"How do I contact Mutual Advisors?","answer":"Mutual Advisors’ main office is at 9140 W Dodge Road, Suite 230, Omaha, NE 68114. Its phone number is 307-439-6357. Its website is stillwaterwm.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/mutual-advisors-167658/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1694080/000198615226000154/0001986152-26-000154-index.html","totalValue":5310825790,"positionCount":1392,"top10Share":0.26688737308402655,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":279805364,"shares":374687,"shareType":"SH","priorValue":260545313,"priorShares":400629},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":237650270,"shares":2512956,"shareType":"SH","priorValue":207087758,"priorShares":2169821},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":191804877,"shares":662859,"shareType":"SH","priorValue":162258640,"priorShares":639342},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":156614015,"shares":209128,"shareType":"SH","priorValue":134971511,"priorShares":206628},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":108124335,"shares":216080,"shareType":"SH","priorValue":102694947,"priorShares":214305},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":105990384,"shares":1052850,"shareType":"SH","priorValue":102924112,"priorShares":1022493},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":92141836,"shares":247016,"shareType":"SH","priorValue":89264301,"priorShares":241144},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":82482635,"shares":68768,"shareType":"SH","priorValue":62822547,"priorShares":68302},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":82069163,"shares":119493,"shareType":"SH","priorValue":64100630,"priorShares":107272},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":80709465,"shares":403366,"shareType":"SH","priorValue":60171169,"priorShares":345018}],"positionsListed":200,"positions":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":279805364,"shares":374687,"shareType":"SH","priorValue":260545313,"priorShares":400629},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":237650270,"shares":2512956,"shareType":"SH","priorValue":207087758,"priorShares":2169821},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":191804877,"shares":662859,"shareType":"SH","priorValue":162258640,"priorShares":639342},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":156614015,"shares":209128,"shareType":"SH","priorValue":134971511,"priorShares":206628},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":108124335,"shares":216080,"shareType":"SH","priorValue":102694947,"priorShares":214305},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":105990384,"shares":1052850,"shareType":"SH","priorValue":102924112,"priorShares":1022493},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":92141836,"shares":247016,"shareType":"SH","priorValue":89264301,"priorShares":241144},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":82482635,"shares":68768,"shareType":"SH","priorValue":62822547,"priorShares":68302},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":82069163,"shares":119493,"shareType":"SH","priorValue":64100630,"priorShares":107272},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":80709465,"shares":403366,"shareType":"SH","priorValue":60171169,"priorShares":345018},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":62619460,"shares":878870,"shareType":"SH","priorValue":53227670,"priorShares":830644},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":55304916,"shares":232042,"shareType":"SH","priorValue":46864444,"priorShares":225018},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":50712060,"shares":68865,"shareType":"SH","priorValue":45037128,"priorShares":78030},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":47588849,"shares":134687,"shareType":"SH","priorValue":37760413,"priorShares":131634},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":44447006,"shares":124373,"shareType":"SH","priorValue":35748191,"priorShares":124316},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHAN SHRT MA AC","cusip":"72201R833","value":38453173,"shares":381442,"shareType":"SH","priorValue":1654577,"priorShares":16452},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":38008114,"shares":636758,"shareType":"SH","priorValue":32499240,"priorShares":601281},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":34257036,"shares":1291743,"shareType":"SH","priorValue":31659042,"priorShares":1208360},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":33897885,"shares":214503,"shareType":"SH","priorValue":29330988,"priorShares":198049},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":33181937,"shares":89671,"shareType":"SH","priorValue":28065614,"priorShares":87484},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":32925079,"shares":151081,"shareType":"SH","priorValue":25163248,"priorShares":128253},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":32415589,"shares":99030,"shareType":"SH","priorValue":28907589,"priorShares":98272},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":30863322,"shares":54791,"shareType":"SH","priorValue":30680215,"priorShares":53625},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C508","value":28656316,"shares":579032,"shareType":"SH","priorValue":26641018,"priorShares":577520},{"issuer":"COMMERCE BANCSHARES INC","titleOfClass":"COM","cusip":"200525103","value":28455344,"shares":492733,"shareType":"SH","priorValue":24240950,"priorShares":492702},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":28320720,"shares":74972,"shareType":"SH","priorValue":22353440,"priorShares":72222},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":28290037,"shares":119559,"shareType":"SH","priorValue":25291300,"priorShares":117601},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"GRWT100 PWR BF","cusip":"45782C466","value":28272941,"shares":479040,"shareType":"SH","priorValue":25855684,"priorShares":484461},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":28187084,"shares":307585,"shareType":"SH","priorValue":30979781,"priorShares":338060},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":27691521,"shares":47669,"shareType":"SH","priorValue":11052847,"priorShares":54332},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":27242614,"shares":23601,"shareType":"SH","priorValue":7779944,"priorShares":23028},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":26628803,"shares":63311,"shareType":"SH","priorValue":21964529,"priorShares":59084},{"issuer":"CAPITAL GROUP DIVIDEND VALUE","titleOfClass":"SHS CREAT UNIT","cusip":"14020W106","value":24830592,"shares":503868,"shareType":"SH","priorValue":17257027,"priorShares":405666},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":24530332,"shares":724892,"shareType":"SH","priorValue":21007342,"priorShares":721158},{"issuer":"ISHARES TR","titleOfClass":"FLTG RATE NT ETF","cusip":"46429B655","value":23791944,"shares":466052,"shareType":"SH","priorValue":1836648,"priorShares":36048},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":22578839,"shares":24136,"shareType":"SH","priorValue":23741625,"priorShares":23827},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":22024907,"shares":20683,"shareType":"SH","priorValue":13688231,"priorShares":19321},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":21114142,"shares":606554,"shareType":"SH","priorValue":16984707,"priorShares":556876},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"CORE PLUS BD ETF","cusip":"46641Q670","value":20403481,"shares":434672,"shareType":"SH","priorValue":20938369,"priorShares":444740},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":19363344,"shares":284713,"shareType":"SH","priorValue":16871305,"priorShares":289985},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":19351375,"shares":255329,"shareType":"SH","priorValue":17152437,"priorShares":244406},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":19034283,"shares":99907,"shareType":"SH","priorValue":14389205,"priorShares":108271},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":19009842,"shares":220685,"shareType":"SH","priorValue":15780175,"priorShares":36128},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":18870367,"shares":399796,"shareType":"SH","priorValue":20625521,"priorShares":513200},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":18509534,"shares":28220,"shareType":"SH","priorValue":10871514,"priorShares":28356},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":18239139,"shares":132619,"shareType":"SH","priorValue":15781183,"priorShares":139521},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":18054616,"shares":151059,"shareType":"SH","priorValue":13708060,"priorShares":19647},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":18034597,"shares":205218,"shareType":"SH","priorValue":13832700,"priorShares":180725},{"issuer":"NORTHERN LTS FD TR IV","titleOfClass":"MAIN SECTR ROTN","cusip":"66538H591","value":17781378,"shares":246758,"shareType":"SH","priorValue":14149996,"priorShares":234310},{"issuer":"OMEGA HEALTHCARE INVS INC","titleOfClass":"COM","cusip":"681936100","value":17394190,"shares":364811,"shareType":"SH","priorValue":15866419,"priorShares":362082},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":17205261,"shares":146478,"shareType":"SH","priorValue":11806432,"priorShares":152164},{"issuer":"IRON MTN INC DEL","titleOfClass":"COM","cusip":"46284V101","value":16266434,"shares":128782,"shareType":"SH","priorValue":13181661,"priorShares":129055},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US AGGREGATE B","cusip":"808524839","value":15816425,"shares":683806,"shareType":"SH","priorValue":15970965,"priorShares":687811},{"issuer":"CAPITAL GROUP CORE EQUITY ET","titleOfClass":"SHS CREAT UNIT","cusip":"14020V108","value":15700693,"shares":352983,"shareType":"SH","priorValue":12176826,"priorShares":316940},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":15414879,"shares":92995,"shareType":"SH","priorValue":19197049,"priorShares":92784},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INFO TECH I","cusip":"316092808","value":15376767,"shares":53844,"shareType":"SH","priorValue":10949858,"priorShares":52631},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":15287427,"shares":119611,"shareType":"SH","priorValue":12057672,"priorShares":109925},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":15004105,"shares":43732,"shareType":"SH","priorValue":13125599,"priorShares":43428},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 GRTH IDX F","cusip":"921932505","value":14786455,"shares":178969,"shareType":"SH","priorValue":10572559,"priorShares":25933},{"issuer":"INVESCO ACTIVELY MANAGED EXC","titleOfClass":"ULTRA SHRT DUR","cusip":"46090A887","value":14697500,"shares":293071,"shareType":"SH","priorValue":13885654,"priorShares":277048},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":14501356,"shares":161395,"shareType":"SH","priorValue":9941919,"priorShares":158614},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":14457651,"shares":56927,"shareType":"SH","priorValue":13535522,"priorShares":55374},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":14354683,"shares":452686,"shareType":"SH","priorValue":14334608,"priorShares":467230},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":14265472,"shares":57940,"shareType":"SH","priorValue":11119737,"priorShares":54032},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":14199880,"shares":103861,"shareType":"SH","priorValue":17908435,"priorShares":105555},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":13940279,"shares":99837,"shareType":"SH","priorValue":4892232,"priorShares":110860},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":13891175,"shares":61178,"shareType":"SH","priorValue":12941725,"priorShares":61292},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":13843622,"shares":122229,"shareType":"SH","priorValue":17663181,"priorShares":142124},{"issuer":"ISHARES TR","titleOfClass":"TRS FLT RT BD","cusip":"46434V860","value":13490896,"shares":266461,"shareType":"SH","priorValue":21870304,"priorShares":431963},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"LADERD ALCTN PWR","cusip":"45783Y814","value":12988939,"shares":246563,"shareType":"SH","priorValue":11467419,"priorShares":232087},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":12840589,"shares":265137,"shareType":"SH","priorValue":11934919,"priorShares":248385},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":12823954,"shares":254494,"shareType":"SH","priorValue":10438755,"priorShares":228669},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":12663361,"shares":34376,"shareType":"SH","priorValue":16074987,"priorShares":37358},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"CORE PLUS INCM","cusip":"14020Y102","value":12194014,"shares":547062,"shareType":"SH","priorValue":11439566,"priorShares":512067},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":12113110,"shares":155476,"shareType":"SH","priorValue":11876736,"priorShares":151470},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"MTG-BKD SECS ETF","cusip":"92206C771","value":12061848,"shares":257677,"shareType":"SH","priorValue":11485618,"priorShares":244635},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":11887727,"shares":521849,"shareType":"SH","priorValue":14044012,"priorShares":613008},{"issuer":"EA SERIES TRUST","titleOfClass":"ALPHA ARCH 1-3","cusip":"02072L565","value":11801493,"shares":100790,"shareType":"SH","priorValue":9996861,"priorShares":85965},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL QUALTY","cusip":"46434V456","value":11584507,"shares":233794,"shareType":"SH","priorValue":13974400,"priorShares":302280},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"KBW PPTY CASUT","cusip":"46138E586","value":11494283,"shares":90674,"shareType":"SH","priorValue":10980891,"priorShares":92291},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"INDXX AEROSPACE","cusip":"33733E831","value":11422491,"shares":249563,"shareType":"SH","priorValue":10710184,"priorShares":239548},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":11303747,"shares":136453,"shareType":"SH","priorValue":6238932,"priorShares":89447},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":11280129,"shares":157985,"shareType":"SH","priorValue":16225216,"priorShares":168749},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":11127848,"shares":89194,"shareType":"SH","priorValue":9321713,"priorShares":84382},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":10929458,"shares":22886,"shareType":"SH","priorValue":7378268,"priorShares":21832},{"issuer":"TCW ETF TRUST","titleOfClass":"TRANSFRM 500 ETF","cusip":"29287L106","value":10908162,"shares":123719,"shareType":"SH","priorValue":9530117,"priorShares":124903},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENHANCED SML CAP","cusip":"31609A206","value":10813090,"shares":223920,"shareType":"SH","priorValue":8061844,"priorShares":212154},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":10715749,"shares":129652,"shareType":"SH","priorValue":8786541,"priorShares":106182},{"issuer":"ISHARES TR","titleOfClass":"IBOXX HI YD ETF","cusip":"464288513","value":10713875,"shares":133974,"shareType":"SH","priorValue":10387827,"priorShares":130566},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":10475501,"shares":142699,"shareType":"SH","priorValue":10190726,"priorShares":138386},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":10425591,"shares":37074,"shareType":"SH","priorValue":8615957,"priorShares":35546},{"issuer":"CAPITAL GROUP GBL GROWTH EQT","titleOfClass":"SHS CREAT UNIT","cusip":"14020X104","value":10371387,"shares":245013,"shareType":"SH","priorValue":7143105,"priorShares":214058},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"DEFINED WLT SHLD","cusip":"45783Y855","value":10196625,"shares":297538,"shareType":"SH","priorValue":8368022,"priorShares":250053},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":10191333,"shares":33920,"shareType":"SH","priorValue":7382397,"priorShares":29768},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":10189424,"shares":85532,"shareType":"SH","priorValue":7958737,"priorShares":82372},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":10182281,"shares":126378,"shareType":"SH","priorValue":9616781,"priorShares":33487},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":10158919,"shares":200888,"shareType":"SH","priorValue":11605677,"priorShares":229316},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":10151450,"shares":28784,"shareType":"SH","priorValue":9550133,"priorShares":29037},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"SHT TM US TRES","cusip":"808524862","value":10104686,"shares":418587,"shareType":"SH","priorValue":10328392,"priorShares":425562},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":10100839,"shares":78606,"shareType":"SH","priorValue":9336805,"priorShares":77619},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":9770533,"shares":32249,"shareType":"SH","priorValue":6508145,"priorShares":27389},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":9719528,"shares":135087,"shareType":"SH","priorValue":8118851,"priorShares":123032},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INCOME ETF","cusip":"46641Q159","value":9701339,"shares":210670,"shareType":"SH","priorValue":7875242,"priorShares":170941},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":9672322,"shares":61627,"shareType":"SH","priorValue":4570382,"priorShares":33042},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":9541782,"shares":31479,"shareType":"SH","priorValue":8019961,"priorShares":30620},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":9376764,"shares":185715,"shareType":"SH","priorValue":11554776,"priorShares":229398},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":9274209,"shares":77941,"shareType":"SH","priorValue":7455296,"priorShares":76144},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":9266209,"shares":175763,"shareType":"SH","priorValue":6816653,"priorShares":206879},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":9165261,"shares":73812,"shareType":"SH","priorValue":7965180,"priorShares":18680},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":8947702,"shares":83234,"shareType":"SH","priorValue":7875544,"priorShares":80052},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":8912611,"shares":76392,"shareType":"SH","priorValue":9268247,"priorShares":63360},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA SYST AL ETF","cusip":"09290C665","value":8783396,"shares":313134,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":8773313,"shares":59829,"shareType":"SH","priorValue":8287885,"priorShares":57379},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":8767805,"shares":192741,"shareType":"SH","priorValue":11402530,"priorShares":249946},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":8676107,"shares":40777,"shareType":"SH","priorValue":7178940,"priorShares":37406},{"issuer":"ISHARES TR","titleOfClass":"IBONDS 28 TR HI","cusip":"46436E387","value":8650513,"shares":368107,"shareType":"SH","priorValue":7816372,"priorShares":333037},{"issuer":"STRATEGIC TRUST","titleOfClass":"RUNNING GWTH ETF","cusip":"48817R870","value":8633424,"shares":266497,"shareType":"SH","priorValue":12022630,"priorShares":373258},{"issuer":"ISHARES TR","titleOfClass":"ISHS 5-10YR INVT","cusip":"464288638","value":8616521,"shares":162056,"shareType":"SH","priorValue":47295323,"priorShares":888676},{"issuer":"HARTFORD FDS EXCHANGE TRADED","titleOfClass":"STRAT INCOM ETF","cusip":"41653L875","value":8596796,"shares":244505,"shareType":"SH","priorValue":7726207,"priorShares":222529},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":8586149,"shares":141243,"shareType":"SH","priorValue":7379566,"priorShares":130427},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":8455765,"shares":33603,"shareType":"SH","priorValue":6899575,"priorShares":31724},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":8395607,"shares":57288,"shareType":"SH","priorValue":8126342,"priorShares":55240},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":8382376,"shares":53630,"shareType":"SH","priorValue":8470014,"priorShares":55941},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":8336498,"shares":287862,"shareType":"SH","priorValue":7206544,"priorShares":287113},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"NASD 100 10 BUFF","cusip":"45783Y160","value":8264082,"shares":268610,"shareType":"SH","priorValue":8740187,"priorShares":299219},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":8257936,"shares":19057,"shareType":"SH","priorValue":2088896,"priorShares":9777},{"issuer":"ISHARES TR","titleOfClass":"1 3 YR TREAS BD","cusip":"464287457","value":8155562,"shares":99325,"shareType":"SH","priorValue":7878768,"priorShares":95419},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST TERM HIGH ETF","cusip":"78468R408","value":8133276,"shares":324941,"shareType":"SH","priorValue":7014106,"priorShares":280789},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":8068910,"shares":142863,"shareType":"SH","priorValue":7821043,"priorShares":137986},{"issuer":"CAPITAL GROUP INTERNATIONAL","titleOfClass":"SHS","cusip":"14021T102","value":7906518,"shares":217272,"shareType":"SH","priorValue":5614825,"priorShares":169581},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":7883659,"shares":10904,"shareType":"SH","priorValue":3696718,"priorShares":10816},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000VAL","cusip":"92206C714","value":7833041,"shares":73681,"shareType":"SH","priorValue":6547922,"priorShares":69852},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":7797546,"shares":43102,"shareType":"SH","priorValue":6859199,"priorShares":41485},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 VAL IDX FD","cusip":"921932703","value":7774771,"shares":35467,"shareType":"SH","priorValue":9272238,"priorShares":45499},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":7699446,"shares":35088,"shareType":"SH","priorValue":7639207,"priorShares":39827},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":7671778,"shares":208699,"shareType":"SH","priorValue":7832695,"priorShares":206995},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":7648839,"shares":40314,"shareType":"SH","priorValue":7565076,"priorShares":39218},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US VLU","cusip":"464287663","value":7643446,"shares":69391,"shareType":"SH","priorValue":6535533,"priorShares":63917},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":7624010,"shares":9990,"shareType":"SH","priorValue":4091600,"priorShares":10480},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":7544972,"shares":93079,"shareType":"SH","priorValue":6176941,"priorShares":90465},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":7497565,"shares":44134,"shareType":"SH","priorValue":4290483,"priorShares":34944},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":7463520,"shares":82206,"shareType":"SH","priorValue":6789478,"priorShares":85878},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":7230808,"shares":7150,"shareType":"SH","priorValue":5856061,"priorShares":6922},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FST LOW OPPT EFT","cusip":"33739Q200","value":7150349,"shares":143639,"shareType":"SH","priorValue":8428649,"priorShares":169216},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":7114488,"shares":92757,"shareType":"SH","priorValue":7055390,"priorShares":91415},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":7056965,"shares":239788,"shareType":"SH","priorValue":6097862,"priorShares":237826},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"SMLCP 600 VAL","cusip":"921932778","value":7030531,"shares":59921,"shareType":"SH","priorValue":5782902,"priorShares":56840},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":7030249,"shares":152335,"shareType":"SH","priorValue":5943493,"priorShares":128675},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":7000258,"shares":20527,"shareType":"SH","priorValue":3359411,"priorShares":20954},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":6994782,"shares":16829,"shareType":"SH","priorValue":4664432,"priorShares":17238},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":6980011,"shares":32245,"shareType":"SH","priorValue":6368941,"priorShares":32000},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FIRST TR ENH NEW","cusip":"33739Q408","value":6978191,"shares":116829,"shareType":"SH","priorValue":8992075,"priorShares":150419},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":6977780,"shares":43195,"shareType":"SH","priorValue":4990718,"priorShares":44516},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"33734H106","value":6912431,"shares":143471,"shareType":"SH","priorValue":6180809,"priorShares":131423},{"issuer":"ISHARES TR","titleOfClass":"TRUST ISHARE 0-1","cusip":"464288679","value":6872150,"shares":62276,"shareType":"SH","priorValue":7019088,"priorShares":63584},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":6853691,"shares":129047,"shareType":"SH","priorValue":9751481,"priorShares":159182},{"issuer":"ISHARES TR","titleOfClass":"IBONDS 29 TR HI","cusip":"46436E379","value":6848241,"shares":292785,"shareType":"SH","priorValue":400305,"priorShares":17193},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"LONG TERM BOND","cusip":"921937793","value":6811860,"shares":98823,"shareType":"SH","priorValue":6559510,"priorShares":95369},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP AERO","cusip":"78464A631","value":6808006,"shares":23990,"shareType":"SH","priorValue":1030002,"priorShares":4055},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":6732861,"shares":65886,"shareType":"SH","priorValue":6152304,"priorShares":68672},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":6718381,"shares":3377,"shareType":"SH","priorValue":4212923,"priorShares":3190},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":6653403,"shares":5663,"shareType":"SH","priorValue":4978156,"priorShares":5703},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":6599671,"shares":155873,"shareType":"SH","priorValue":7993490,"priorShares":159233},{"issuer":"ISHARES TR","titleOfClass":"ISHS 1-5YR INVS","cusip":"464288646","value":6592444,"shares":125786,"shareType":"SH","priorValue":9749736,"priorShares":185497},{"issuer":"ARES CAPITAL CORP","titleOfClass":"COM","cusip":"04010L103","value":6573145,"shares":354730,"shareType":"SH","priorValue":6244899,"priorShares":346554},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":6548797,"shares":12854,"shareType":"SH","priorValue":7406734,"priorShares":12255},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST UQ EQT","cusip":"33740F672","value":6465740,"shares":138512,"shareType":"SH","priorValue":6268542,"priorShares":144343},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST LON TREAS ETF","cusip":"78464A664","value":6375128,"shares":243047,"shareType":"SH","priorValue":5231674,"priorShares":198923},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":6359428,"shares":38855,"shareType":"SH","priorValue":5584421,"priorShares":39488},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RBA INDL ETF","cusip":"33738R704","value":6298940,"shares":47272,"shareType":"SH","priorValue":4579047,"priorShares":41335},{"issuer":"CAPITAL GROUP CORE BALANCED","titleOfClass":"SHS","cusip":"14021D107","value":6252326,"shares":164708,"shareType":"SH","priorValue":3040811,"priorShares":88370},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":6242613,"shares":80957,"shareType":"SH","priorValue":5322535,"priorShares":78817},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"VEST US EQUITY M","cusip":"33740U588","value":6172173,"shares":175896,"shareType":"SH","priorValue":6567162,"priorShares":191463},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":6140875,"shares":121409,"shareType":"SH","priorValue":8373441,"priorShares":165418},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":6020967,"shares":250040,"shareType":"SH","priorValue":6594836,"priorShares":234859},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":6000808,"shares":60626,"shareType":"SH","priorValue":26125443,"priorShares":263176},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":5990800,"shares":8,"shareType":"SH","priorValue":5745120,"priorShares":8},{"issuer":"GENERAL MILLS INC","titleOfClass":"COM","cusip":"370334104","value":5976131,"shares":171728,"shareType":"SH","priorValue":5252071,"priorShares":141109},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":5969197,"shares":97123,"shareType":"SH","priorValue":5289324,"priorShares":95269},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":5948332,"shares":54189,"shareType":"SH","priorValue":5323120,"priorShares":55179},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":5926850,"shares":19896,"shareType":"SH","priorValue":1381448,"priorShares":13947},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":5917913,"shares":43707,"shareType":"SH","priorValue":5217798,"priorShares":33600},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":5864014,"shares":17514,"shareType":"SH","priorValue":4414973,"priorShares":17619},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":5862584,"shares":142123,"shareType":"SH","priorValue":5592912,"priorShares":143555},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":5857553,"shares":175955,"shareType":"SH","priorValue":7565641,"priorShares":196919},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":5755065,"shares":16787,"shareType":"SH","priorValue":1284373,"priorShares":5352},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":5722208,"shares":100425,"shareType":"SH","priorValue":4780467,"priorShares":98061},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":5710662,"shares":28900,"shareType":"SH","priorValue":5242561,"priorShares":28449},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":5663911,"shares":58846,"shareType":"SH","priorValue":6083551,"priorShares":63120},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":5621179,"shares":8773,"shareType":"SH","priorValue":3042463,"priorShares":9257},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":5599880,"shares":18560,"shareType":"SH","priorValue":3354349,"priorShares":2278},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":5590713,"shares":201831,"shareType":"SH","priorValue":4736702,"priorShares":191382},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":5561090,"shares":89753,"shareType":"SH","priorValue":5062697,"priorShares":82751},{"issuer":"ISHARES TR","titleOfClass":"IBOXX INV CP ETF","cusip":"464287242","value":5526692,"shares":50671,"shareType":"SH","priorValue":6620812,"priorShares":60747},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":5517498,"shares":18013,"shareType":"SH","priorValue":3793019,"priorShares":14739},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":5505073,"shares":29791,"shareType":"SH","priorValue":4106369,"priorShares":31887},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":5473940,"shares":102107,"shareType":"SH","priorValue":6315196,"priorShares":127916},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":5469999,"shares":67306,"shareType":"SH","priorValue":5120657,"priorShares":67333},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":5441043,"shares":29375,"shareType":"SH","priorValue":6001938,"priorShares":37111},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 TOP 50","cusip":"46137V233","value":5375580,"shares":87793,"shareType":"SH","priorValue":5431777,"priorShares":99574}]},"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."}