{"url":"https://nivawealth.com/firms/resolute-wealth-advisor-290349","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290349","regulatoryAum":293754297,"crd":"290349","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6751854","suffix":null,"lastName":"GEARY","firstName":"RYAN","middleName":null},{"crd":"2365196","suffix":null,"lastName":"HOHMAN","firstName":"SCOTT","middleName":"JEFFREY"},{"crd":"7774994","suffix":null,"lastName":"THOMAS","firstName":"BRAYDEN","middleName":"ALLAN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-14","regulatoryAum":171070892,"clients":275,"employees":3,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":189786416,"clients":261,"employees":5,"offices":1},{"filedOn":"2023-05-04","regulatoryAum":169339312,"clients":285,"employees":6,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":199674818,"clients":313,"employees":6,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":258423654,"clients":366,"employees":6,"offices":1},{"filedOn":"2026-06-23","regulatoryAum":293754297,"clients":816,"employees":4,"offices":1}],"secFileNumber":"801-112074","legalName":"Resolute Wealth Advisor, Inc.","displayName":"Resolute Wealth Advisor","slug":"resolute-wealth-advisor-290349","website":"https://resoluteadvisor.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/290349/be803b6b15a2c3b5-r1.webp","tone":"light","width":707,"height":200,"sourceUrl":"https://www.resoluteadvisor.com","sourceLabel":"Resolute Wealth Advisor, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"http://www.linkedin.com/company/resolute-wealth-advisor","xUrl":"https://twitter.com/resolutewealth1","founded":null,"organization":"Ohio corporation","fiscalYearEnd":"December","headquarters":{"street":"1100 East Main Cross Street, Suite 157","city":"Findlay","state":"OH","stateName":"Ohio","country":"United States","postalCode":"45840"},"tradeNames":[],"registration":{"secApproved":"27 November 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":265167.02010050253,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":1},"aum":{"regulatory":293754297,"discretionary":214322209,"discretionaryAccounts":801,"nonDiscretionary":79432088,"nonDiscretionaryAccounts":15,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":354,"regulatoryAum":48874247},{"label":"High-net-worth individuals","clients":442,"regulatoryAum":162198701},{"label":"Charitable organizations","clients":5,"regulatoryAum":1685236},{"label":"State or municipal government entities","clients":2,"fewerThan5":true,"regulatoryAum":223437},{"label":"Corporations and other businesses","clients":13,"regulatoryAum":80772676}],"feePrograms":[{"role":"main","program":"Investment Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024850","versionId":1024850,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-24","documentName":"2A BROCHURE","fee_rate_low":0.2,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Fixed fees range from $2,500 to $15,000 and are negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024850","versionId":1024850,"submittedOn":"2026-03-24","documentName":"2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:23:55.938836+00:00","documents":[{"name":"2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024850","versionId":1024850,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Fransisco, CA","smaAssets":219644026}],"custodyNote":"Resolute Wealth Advisor has custody of $75.1M in client assets for 253 clients.","otherCustodians":[],"leadership":[{"name":"Scott Hohman","title":"CCO, President","crd":"2365196"}],"ownership":[{"label":"Scott Hohman","detail":"Cco, president in the 75% or more ownership band and a control person, since October 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"1100 East Main Cross Street, Suite 157","city":"Findlay","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"419-422-4400","stateRegisteredReps":3,"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","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":62},{"label":"Securities issued by registered investment companies or business development companies","percent":31},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"23 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290349/PDF/290349.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024850","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 Resolute Wealth Advisor have?","answer":"Resolute Wealth Advisor has 816 clients and manages $294 million for them, as of June 2026. They include 442 high-net-worth individuals, 354 individual clients, and 13 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Resolute Wealth Advisor offer?","answer":"Resolute Wealth Advisor provides financial planning, portfolio management for individuals and small businesses, 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 Resolute Wealth Advisor charge?","answer":"Resolute Wealth Advisor charges 0.20%–1.00% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.","source":"2A BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Resolute Wealth Advisor use?","answer":"Resolute Wealth Advisor’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $220M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Resolute Wealth Advisor have?","answer":"Resolute Wealth Advisor has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Resolute Wealth Advisor invest in?","answer":"At the end of its last fiscal year, Resolute Wealth Advisor’s separately managed accounts held 62% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 2% pooled vehicles (private funds and similar).","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":"Does Resolute Wealth Advisor have a minimum investment?","answer":"Yes, Resolute Wealth Advisor’s minimum account size for its Investment Management is $500K.","source":"2A BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Resolute Wealth Advisor?","answer":"Resolute Wealth Advisor’s direct owner is Scott Hohman (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Resolute Wealth Advisor get paid?","answer":"Resolute Wealth Advisor 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 Resolute Wealth Advisor?","answer":"Resolute Wealth Advisor’s main office is at 1100 East Main Cross Street, Suite 157, Findlay, OH 45840. Its phone number is 419-422-4400. Its website is resoluteadvisor.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/resolute-wealth-advisor-290349/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-19","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2005292/000142050626001876/0001420506-26-001876-index.html","totalValue":175655298,"positionCount":78,"top10Share":0.5481740323027433,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":15002929,"shares":22968,"shareType":"SH","priorValue":15002929,"priorShares":22968},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":11753209,"shares":254454,"shareType":"SH","priorValue":11753209,"priorShares":254454},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":11387957,"shares":53933,"shareType":"SH","priorValue":11387957,"priorShares":53933},{"issuer":"TRUST FOR PROFESSIONAL MANAG","titleOfClass":"ACTIVEPASSIVE US","cusip":"89834G729","value":10868254,"shares":271164,"shareType":"SH","priorValue":10868254,"priorShares":271164},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":10512614,"shares":92942,"shareType":"SH","priorValue":10512614,"priorShares":92942},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":10073915,"shares":173151,"shareType":"SH","priorValue":10073915,"priorShares":173151},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":8901566,"shares":127621,"shareType":"SH","priorValue":8901566,"priorShares":127621},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":7940209,"shares":106795,"shareType":"SH","priorValue":7940209,"priorShares":106795},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":4941265,"shares":44368,"shareType":"SH","priorValue":4941265,"priorShares":44368},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":4907755,"shares":148946,"shareType":"SH","priorValue":4907755,"priorShares":148946}],"positionsListed":78,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":15002929,"shares":22968,"shareType":"SH","priorValue":15002929,"priorShares":22968},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":11753209,"shares":254454,"shareType":"SH","priorValue":11753209,"priorShares":254454},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":11387957,"shares":53933,"shareType":"SH","priorValue":11387957,"priorShares":53933},{"issuer":"TRUST FOR PROFESSIONAL MANAG","titleOfClass":"ACTIVEPASSIVE US","cusip":"89834G729","value":10868254,"shares":271164,"shareType":"SH","priorValue":10868254,"priorShares":271164},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":10512614,"shares":92942,"shareType":"SH","priorValue":10512614,"priorShares":92942},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":10073915,"shares":173151,"shareType":"SH","priorValue":10073915,"priorShares":173151},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":8901566,"shares":127621,"shareType":"SH","priorValue":8901566,"priorShares":127621},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":7940209,"shares":106795,"shareType":"SH","priorValue":7940209,"priorShares":106795},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":4941265,"shares":44368,"shareType":"SH","priorValue":4941265,"priorShares":44368},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":4907755,"shares":148946,"shareType":"SH","priorValue":4907755,"priorShares":148946},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":4846273,"shares":25266,"shareType":"SH","priorValue":4846273,"priorShares":25266},{"issuer":"TRUST FOR PROFESSIONAL MANAG","titleOfClass":"ACTIVEPASSIVE EQ","cusip":"89834G737","value":4657513,"shares":132128,"shareType":"SH","priorValue":4657513,"priorShares":132128},{"issuer":"ISHARES TR","titleOfClass":"10-20 YR TRS ETF","cusip":"464288653","value":4569667,"shares":45370,"shareType":"SH","priorValue":4569667,"priorShares":45370},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":4509413,"shares":18790,"shareType":"SH","priorValue":4509413,"priorShares":18790},{"issuer":"TRUST FOR PROFESSIONAL MANAG","titleOfClass":"ACTIVEPASSIVE CR","cusip":"89834G752","value":4477756,"shares":152046,"shareType":"SH","priorValue":4477756,"priorShares":152046},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA US THEM ETF","cusip":"09290C806","value":4105139,"shares":113339,"shareType":"SH","priorValue":4105139,"priorShares":113339},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR MSCI EAFE","cusip":"78463X434","value":3517306,"shares":37711,"shareType":"SH","priorValue":3517306,"priorShares":37711},{"issuer":"ISHARES TR","titleOfClass":"MBS ETF","cusip":"464288588","value":3222096,"shares":33935,"shareType":"SH","priorValue":3222096,"priorShares":33935},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES DEFENSE","cusip":"09290C699","value":3012400,"shares":92066,"shareType":"SH","priorValue":3012400,"priorShares":92066},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA LA CORE ETF","cusip":"09290C855","value":2992043,"shares":72870,"shareType":"SH","priorValue":2992043,"priorShares":72870},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":2780954,"shares":121386,"shareType":"SH","priorValue":2780954,"priorShares":121386},{"issuer":"ISHARES TR","titleOfClass":"CORE INTL AGGR","cusip":"46435G672","value":2400569,"shares":47973,"shareType":"SH","priorValue":2400569,"priorShares":47973},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"US MULTIFACTOR","cusip":"921935607","value":2199739,"shares":14185,"shareType":"SH","priorValue":2199739,"priorShares":14185},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHA FLEX IN ETF","cusip":"092528603","value":1871350,"shares":36036,"shareType":"SH","priorValue":1871350,"priorShares":36036},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR AGGRE ETF","cusip":"78464A649","value":1788866,"shares":69823,"shareType":"SH","priorValue":1788866,"priorShares":69823},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":1757918,"shares":5345,"shareType":"SH","priorValue":1757918,"priorShares":5345},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":1434087,"shares":13510,"shareType":"SH","priorValue":1434087,"priorShares":13510},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"DYNAMIC EQTY ACT","cusip":"09290C723","value":1407142,"shares":57883,"shareType":"SH","priorValue":1407142,"priorShares":57883},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":1241343,"shares":25834,"shareType":"SH","priorValue":1241343,"priorShares":25834},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":1225777,"shares":13904,"shareType":"SH","priorValue":1225777,"priorShares":13904},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":1034431,"shares":26619,"shareType":"SH","priorValue":1034431,"priorShares":26619},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1024640,"shares":2403,"shareType":"SH","priorValue":1024640,"priorShares":2403},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":970909,"shares":12049,"shareType":"SH","priorValue":970909,"priorShares":12049},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":937397,"shares":2629,"shareType":"SH","priorValue":937397,"priorShares":2629},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":901461,"shares":6783,"shareType":"SH","priorValue":901461,"priorShares":6783},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":900671,"shares":30919,"shareType":"SH","priorValue":900671,"priorShares":30919},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":711374,"shares":2803,"shareType":"SH","priorValue":711374,"priorShares":2803},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":706531,"shares":4051,"shareType":"SH","priorValue":706531,"priorShares":4051},{"issuer":"ISHARES INC","titleOfClass":"MSCI WORLD ETF","cusip":"464286392","value":700998,"shares":3894,"shareType":"SH","priorValue":706939,"priorShares":3927},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":692878,"shares":9741,"shareType":"SH","priorValue":692878,"priorShares":9741},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":681510,"shares":7528,"shareType":"SH","priorValue":681510,"priorShares":7528},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":630209,"shares":12765,"shareType":"SH","priorValue":630209,"priorShares":12765},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":548792,"shares":2635,"shareType":"SH","priorValue":548792,"priorShares":2635},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":531712,"shares":6708,"shareType":"SH","priorValue":531712,"priorShares":6708},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":512671,"shares":2613,"shareType":"SH","priorValue":512671,"priorShares":2613},{"issuer":"ISHARES TR","titleOfClass":"S&P 100 ETF","cusip":"464287101","value":490482,"shares":1542,"shareType":"SH","priorValue":490482,"priorShares":1542},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":477845,"shares":1291,"shareType":"SH","priorValue":477845,"priorShares":1291},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":468148,"shares":1628,"shareType":"SH","priorValue":468148,"priorShares":1628},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":444384,"shares":683,"shareType":"SH","priorValue":444384,"priorShares":683},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY BUF DEC","cusip":"45782C557","value":410647,"shares":8555,"shareType":"SH","priorValue":410647,"priorShares":8555},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EURO","cusip":"46434V738","value":379318,"shares":5398,"shareType":"SH","priorValue":379318,"priorShares":5398},{"issuer":"DBX ETF TR","titleOfClass":"XTRACKERS FTSE","cusip":"233051515","value":363166,"shares":9608,"shareType":"SH","priorValue":363166,"priorShares":9608},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":361791,"shares":2237,"shareType":"SH","priorValue":361791,"priorShares":2237},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":331595,"shares":1156,"shareType":"SH","priorValue":331595,"priorShares":1156},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"DISC VOLA EQ ETF","cusip":"09290C715","value":330163,"shares":13394,"shareType":"SH","priorValue":330163,"priorShares":13394},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":318044,"shares":941,"shareType":"SH","priorValue":318044,"priorShares":941},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":317123,"shares":1748,"shareType":"SH","priorValue":317123,"priorShares":1748},{"issuer":"TRUST FOR PROFESSIONAL MANAG","titleOfClass":"ACTIVEPASSIVE MN","cusip":"89834G745","value":311554,"shares":12517,"shareType":"SH","priorValue":311554,"priorShares":12517},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR MSCI USAQ","cusip":"78468R812","value":309639,"shares":1804,"shareType":"SH","priorValue":309639,"priorShares":1804},{"issuer":"ISHARES TR","titleOfClass":"LONG TERM MUNI","cusip":"46438G448","value":306071,"shares":6130,"shareType":"SH","priorValue":306071,"priorShares":6130},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":298080,"shares":521,"shareType":"SH","priorValue":298080,"priorShares":521},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":291168,"shares":1986,"shareType":"SH","priorValue":291168,"priorShares":1986},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"GRWT100 PWR BF","cusip":"45782C466","value":269946,"shares":5058,"shareType":"SH","priorValue":269946,"priorShares":5058},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US HIGH PROF ETF","cusip":"25434V831","value":267910,"shares":7288,"shareType":"SH","priorValue":267910,"priorShares":7288},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR NUVEE ETF","cusip":"78468R721","value":254947,"shares":5623,"shareType":"SH","priorValue":254947,"priorShares":5623},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":254235,"shares":1738,"shareType":"SH","priorValue":254235,"priorShares":1738},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT PWR BUF","cusip":"45782C870","value":246641,"shares":6197,"shareType":"SH","priorValue":246641,"priorShares":6197},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":241719,"shares":1105,"shareType":"SH","priorValue":241719,"priorShares":1105},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":237602,"shares":1112,"shareType":"SH","priorValue":237602,"priorShares":1112},{"issuer":"ISHARES INC","titleOfClass":"EMNG MKTS EQT","cusip":"46434G889","value":236040,"shares":3906,"shareType":"SH","priorValue":236040,"priorShares":3906},{"issuer":"ISHARES TR","titleOfClass":"ESG AWRE USD ETF","cusip":"46435G193","value":230822,"shares":9976,"shareType":"SH","priorValue":230822,"priorShares":9976},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR SVC ETF","cusip":"81369Y852","value":229148,"shares":2067,"shareType":"SH","priorValue":229148,"priorShares":2067},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":226919,"shares":2041,"shareType":"SH","priorValue":226919,"priorShares":2041},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR US AGRGT","cusip":"46435U549","value":226909,"shares":4772,"shareType":"SH","priorValue":226909,"priorShares":4772},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR DISCR ETF","cusip":"81369Y407","value":220903,"shares":2027,"shareType":"SH","priorValue":220903,"priorShares":2027},{"issuer":"ISHARES TR","titleOfClass":"EXPND TEC SC ETF","cusip":"464287549","value":219244,"shares":1850,"shareType":"SH","priorValue":219244,"priorShares":1850},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":202437,"shares":2749,"shareType":"SH","priorValue":202437,"priorShares":2749},{"issuer":"NEUBERGER R/EST SECS INC FD","titleOfClass":"COM","cusip":"64190A103","value":87450,"shares":30792,"shareType":"SH","priorValue":87450,"priorShares":30792}]},"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."}