{"url":"https://nivawealth.com/firms/rmr-capital-management-285334","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285334","regulatoryAum":170842000,"crd":"285334","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3186424","suffix":null,"lastName":"VAN OVEREEM","firstName":"DAVID","middleName":"LEONARD"}],"total":1,"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":"2021-03-11","regulatoryAum":102011206,"clients":75,"employees":1,"offices":1},{"filedOn":"2022-06-27","regulatoryAum":133805000,"clients":73,"employees":1,"offices":1},{"filedOn":"2023-03-16","regulatoryAum":130289685,"clients":71,"employees":1,"offices":1},{"filedOn":"2024-02-14","regulatoryAum":141599000,"clients":73,"employees":1,"offices":1},{"filedOn":"2025-02-21","regulatoryAum":164570000,"clients":74,"employees":1,"offices":1},{"filedOn":"2026-02-24","regulatoryAum":170842000,"clients":72,"employees":1,"offices":1}],"secFileNumber":"801-118066","legalName":"RMR Capital Management LLC","displayName":"RMR Capital Management","slug":"rmr-capital-management-285334","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"14471 Chambers Road, Suite 208","city":"Tustin","state":"CA","stateName":"California","country":"United States","postalCode":"92780"},"tradeNames":[],"registration":{"secApproved":"13 February 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2372805.5555555555,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":170842000,"discretionary":170842000,"discretionaryAccounts":207,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":27,"regulatoryAum":2980000},{"label":"High-net-worth individuals","clients":45,"regulatoryAum":167862000}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011669","versionId":1011669,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-24","documentName":"ADV PART 2A - FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:35:12.549921+00:00","documents":[{"name":"ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011669","versionId":1011669,"submittedOn":"2026-02-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":170842000}],"custodyNote":"RMR Capital Management has custody of $5.68M for 9 clients.","otherCustodians":[],"leadership":[{"name":"David Van Overeem","title":"Managing Member & Chief Compliance Officer","crd":"3186424"}],"ownership":[{"label":"David Van Overeem","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since October 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"14471 Chambers Road, Suite 208","city":"Tustin","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"949-922-3145","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":83},{"label":"Securities issued by registered investment companies or business development companies","percent":15},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"24 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285334/PDF/285334.pdf","brochureDate":"24 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011669","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 RMR Capital Management have?","answer":"RMR Capital Management has 72 clients and manages $171 million for them, as of February 2026. They include 45 high-net-worth individuals and 27 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does RMR Capital Management offer?","answer":"RMR Capital Management provides financial planning and portfolio management for individuals and small businesses.","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 RMR Capital Management charge?","answer":"RMR Capital Management charges up to 1.00% a year for its Asset Management. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A - FIRM BROCHURE, filed 24 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does RMR Capital Management use?","answer":"RMR Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $171M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RMR Capital Management have?","answer":"RMR Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RMR Capital Management invest in?","answer":"At the end of its last fiscal year, RMR Capital Management’s separately managed accounts held 83% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.","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 RMR Capital Management?","answer":"RMR Capital Management’s direct owner is David Van Overeem (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RMR Capital Management get paid?","answer":"RMR Capital Management is paid through a percentage of assets under management. 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 RMR Capital Management?","answer":"RMR Capital Management’s main office is at 14471 Chambers Road, Suite 208, Tustin, CA 92780. Its phone number is 949-922-3145.","source":"Form ADV Part 1A, Item 1.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/rmr-capital-management-285334/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-27","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2032709/000117266126002833/0001172661-26-002833-index.html","totalValue":145243382,"positionCount":76,"top10Share":0.4965491508590732,"top10":[{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":25071040,"shares":50103,"shareType":"SH","priorValue":24028046,"priorShares":50142},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":12241925,"shares":121605,"shareType":"SH","priorValue":14638095,"priorShares":145421},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":5969151,"shares":16703,"shareType":"SH","priorValue":4803115,"priorShares":16703},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":5336264,"shares":25080,"shareType":"SH","priorValue":4692293,"priorShares":24449},{"issuer":"SIXTH STREET SPECIALTY LENDI","titleOfClass":"COM","cusip":"83012A109","value":4869053,"shares":283579,"shareType":"SH","priorValue":4646627,"priorShares":252808},{"issuer":"AB ACTIVE ETFS INC","titleOfClass":"SHOR DU YIEL ETF","cusip":"00039J830","value":4414905,"shares":123615,"shareType":"SH","priorValue":4020079,"priorShares":113177},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":3744250,"shares":5,"shareType":"SH","priorValue":3590700,"priorShares":5},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":3678896,"shares":63792,"shareType":"SH","priorValue":2974150,"priorShares":61551},{"issuer":"PATHWARD FINANCIAL INC","titleOfClass":"COM","cusip":"59100U108","value":3402044,"shares":39077,"shareType":"SH","priorValue":3486841,"priorShares":39077},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":3392950,"shares":3627,"shareType":"SH","priorValue":3614052,"priorShares":3627}],"positionsListed":76,"positions":[{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":25071040,"shares":50103,"shareType":"SH","priorValue":24028046,"priorShares":50142},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":12241925,"shares":121605,"shareType":"SH","priorValue":14638095,"priorShares":145421},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":5969151,"shares":16703,"shareType":"SH","priorValue":4803115,"priorShares":16703},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":5336264,"shares":25080,"shareType":"SH","priorValue":4692293,"priorShares":24449},{"issuer":"SIXTH STREET SPECIALTY LENDI","titleOfClass":"COM","cusip":"83012A109","value":4869053,"shares":283579,"shareType":"SH","priorValue":4646627,"priorShares":252808},{"issuer":"AB ACTIVE ETFS INC","titleOfClass":"SHOR DU YIEL ETF","cusip":"00039J830","value":4414905,"shares":123615,"shareType":"SH","priorValue":4020079,"priorShares":113177},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":3744250,"shares":5,"shareType":"SH","priorValue":3590700,"priorShares":5},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":3678896,"shares":63792,"shareType":"SH","priorValue":2974150,"priorShares":61551},{"issuer":"PATHWARD FINANCIAL INC","titleOfClass":"COM","cusip":"59100U108","value":3402044,"shares":39077,"shareType":"SH","priorValue":3486841,"priorShares":39077},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":3392950,"shares":3627,"shareType":"SH","priorValue":3614052,"priorShares":3627},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHA FLEX IN ETF","cusip":"092528603","value":3296976,"shares":62992,"shareType":"SH","priorValue":2914682,"priorShares":56127},{"issuer":"ST JOE CO","titleOfClass":"COM","cusip":"790148100","value":2690835,"shares":42964,"shareType":"SH","priorValue":2716979,"priorShares":43264},{"issuer":"ISHARES TR","titleOfClass":"PFD AND INCM SEC","cusip":"464288687","value":2665636,"shares":87427,"shareType":"SH","priorValue":2664075,"priorShares":87865},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":2562358,"shares":12967,"shareType":"SH","priorValue":2358478,"priorShares":12798},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":2493127,"shares":10260,"shareType":"SH","priorValue":2200565,"priorShares":10129},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":2477684,"shares":13059,"shareType":"SH","priorValue":2519081,"priorShares":13059},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":2432108,"shares":29427,"shareType":"SH","priorValue":2292193,"priorShares":27700},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":2396176,"shares":10920,"shareType":"SH","priorValue":2048147,"priorShares":10678},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":2318108,"shares":9212,"shareType":"SH","priorValue":2003518,"priorShares":9212},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":2228530,"shares":84032,"shareType":"SH","priorValue":1868495,"priorShares":71316},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":2180860,"shares":27068,"shareType":"SH","priorValue":1908091,"priorShares":6644},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":2151634,"shares":8472,"shareType":"SH","priorValue":2070896,"priorShares":8472},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":2133139,"shares":18834,"shareType":"SH","priorValue":2436385,"priorShares":19604},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":2117445,"shares":6260,"shareType":"SH","priorValue":1893525,"priorShares":6260},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1865582,"shares":5280,"shareType":"SH","priorValue":1635102,"priorShares":5700},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1858252,"shares":5677,"shareType":"SH","priorValue":1669946,"priorShares":5677},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 PUR VAL","cusip":"46137V258","value":1751471,"shares":15388,"shareType":"SH","priorValue":1537606,"priorShares":14317},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":1715284,"shares":1696,"shareType":"SH","priorValue":1434799,"priorShares":1696},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":1632402,"shares":6039,"shareType":"SH","priorValue":1876861,"priorShares":6039},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":1554288,"shares":16845,"shareType":"SH","priorValue":1583093,"priorShares":16845},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1531993,"shares":4107,"shareType":"SH","priorValue":1520288,"priorShares":4107},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1496559,"shares":4362,"shareType":"SH","priorValue":1318371,"priorShares":4362},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1448536,"shares":5006,"shareType":"SH","priorValue":1534414,"priorShares":6046},{"issuer":"SKY HARBOUR GROUP CORPORATIO","titleOfClass":"COM CL A","cusip":"83085C107","value":1293645,"shares":131468,"shareType":"SH","priorValue":1169737,"priorShares":121468},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1222446,"shares":5129,"shareType":"SH","priorValue":1068217,"priorShares":5129},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":1190236,"shares":3231,"shareType":"SH","priorValue":1390267,"priorShares":3231},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":1189184,"shares":3357,"shareType":"SH","priorValue":1152190,"priorShares":3357},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1121837,"shares":1498,"shareType":"SH","priorValue":978509,"priorShares":1498},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":1103076,"shares":23208,"shareType":"SH","priorValue":954330,"priorShares":23248},{"issuer":"ISHARES TR","titleOfClass":"10+ YR INVST GRD","cusip":"464289511","value":1074720,"shares":21477,"shareType":"SH","priorValue":1065168,"priorShares":21462},{"issuer":"FIRST TR EXCHANGE-TRADED ALP","titleOfClass":"COM SHS","cusip":"33735J101","value":1073495,"shares":11090,"shareType":"SH","priorValue":1030626,"priorShares":11160},{"issuer":"ALPS ETF TR","titleOfClass":"BARRONS 400 ETF","cusip":"00162Q726","value":1062084,"shares":11107,"shareType":"SH","priorValue":938159,"priorShares":11302},{"issuer":"ISHARES TR","titleOfClass":"BB RAT CORP BD","cusip":"46435U473","value":883499,"shares":18890,"shareType":"SH","priorValue":872420,"priorShares":18765},{"issuer":"LIQUIDIA CORPORATION","titleOfClass":"COM NEW","cusip":"53635D202","value":830388,"shares":10415,"shareType":"SH","priorValue":279842,"priorShares":7415},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":697714,"shares":3487,"shareType":"SH","priorValue":610923,"priorShares":3503},{"issuer":"BROWN & BROWN INC","titleOfClass":"COM","cusip":"115236101","value":621742,"shares":9692,"shareType":"SH","priorValue":320703,"priorShares":4918},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":600064,"shares":6613,"shareType":"SH","priorValue":811093,"priorShares":7900},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":565395,"shares":6957,"shareType":"SH","priorValue":529080,"priorShares":6957},{"issuer":"NELNET INC","titleOfClass":"CL A","cusip":"64031N108","value":563053,"shares":4223,"shareType":"SH","priorValue":563942,"priorShares":4373},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":560927,"shares":751,"shareType":"SH","priorValue":491800,"priorShares":860},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST LONG BD ETF","cusip":"78464A367","value":536950,"shares":23971,"shareType":"SH","priorValue":532636,"priorShares":23971},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":451481,"shares":1325,"shareType":"SH","priorValue":431857,"priorShares":1325},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":450901,"shares":1860,"shareType":"SH","priorValue":406875,"priorShares":1860},{"issuer":"HIREQUEST INC","titleOfClass":"COM","cusip":"433535101","value":447312,"shares":35614,"shareType":"SH","priorValue":295548,"priorShares":29614},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":417673,"shares":2643,"shareType":"SH","priorValue":391428,"priorShares":2643},{"issuer":"WISDOMTREE TR","titleOfClass":"US TOTAL DIVIDND","cusip":"97717W109","value":410286,"shares":4400,"shareType":"SH","priorValue":379984,"priorShares":4400},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":404738,"shares":2729,"shareType":"SH","priorValue":339242,"priorShares":2729},{"issuer":"MGM RESORTS INTERNATIONAL","titleOfClass":"COM","cusip":"552953101","value":401891,"shares":8406,"shareType":"SH","priorValue":311106,"priorShares":8406},{"issuer":"GALLAGHER ARTHUR J & CO","titleOfClass":"COM","cusip":"363576109","value":393713,"shares":1715,"shareType":"SH"},{"issuer":"GLASS HOUSE BRANDS INC","titleOfClass":"SUB REG LTD VTG","cusip":"377130406","value":374439,"shares":28803,"shareType":"SH"},{"issuer":"MARKEL GROUP INC","titleOfClass":"COM","cusip":"570535104","value":363260,"shares":186,"shareType":"SH","priorValue":356017,"priorShares":186},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":344745,"shares":3506,"shareType":"SH","priorValue":322973,"priorShares":3506},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":308613,"shares":1273,"shareType":"SH","priorValue":272002,"priorShares":1273},{"issuer":"AMERICAN INTL GROUP INC","titleOfClass":"COM NEW","cusip":"026874784","value":303263,"shares":4069,"shareType":"SH","priorValue":306192,"priorShares":4069},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":277001,"shares":403,"shareType":"SH","priorValue":231744,"priorShares":387},{"issuer":"AMRIZE LTD","titleOfClass":"SHS","cusip":"H2927K103","value":274655,"shares":5153,"shareType":"SH","priorValue":288671,"priorShares":5153},{"issuer":"ISHARES TR","titleOfClass":"MRNING SM CP ETF","cusip":"464288703","value":273018,"shares":3486,"shareType":"SH","priorValue":251696,"priorShares":3621},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EUROPE ETF","cusip":"922042874","value":265531,"shares":2999,"shareType":"SH","priorValue":247208,"priorShares":2999},{"issuer":"SIMPSON MFG INC","titleOfClass":"COM","cusip":"829073105","value":264409,"shares":1263,"shareType":"SH","priorValue":216756,"priorShares":1263},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":234228,"shares":8088,"shareType":"SH","priorValue":203009,"priorShares":8088},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":222462,"shares":2885,"shareType":"SH"},{"issuer":"REAVES UTIL INCOME FD","titleOfClass":"COM SH BEN INT","cusip":"756158101","value":218789,"shares":5373,"shareType":"SH","priorValue":211051,"priorShares":5373},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":217823,"shares":1867,"shareType":"SH","priorValue":273105,"priorShares":1867},{"issuer":"CANADIAN NAT RES LTD MED TER","titleOfClass":"COM","cusip":"136385101","value":207059,"shares":5242,"shareType":"SH","priorValue":255443,"priorShares":5242},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":203215,"shares":399,"shareType":"SH","priorValue":272214,"priorShares":399},{"issuer":"MONDELEZ INTL INC","titleOfClass":"CL A","cusip":"609207105","value":202961,"shares":3509,"shareType":"SH","priorValue":202259,"priorShares":3509}]},"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."}