{"url":"https://nivawealth.com/firms/sage-financial-management-group-143562","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143562","regulatoryAum":423234598,"crd":"143562","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7380735","suffix":null,"lastName":"Amir","firstName":"Iram","middleName":"Mina"},{"crd":"6809446","suffix":null,"lastName":"Matteo","firstName":"Anthony","middleName":"Walter"},{"crd":"2908448","suffix":null,"lastName":"MYERS","firstName":"JENNIFER","middleName":"ELISE"},{"crd":"5525135","suffix":null,"lastName":"SERRA","firstName":"DANIEL","middleName":"A"}],"total":4,"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":"2021-01-25","regulatoryAum":262566925,"clients":114,"employees":6,"offices":1},{"filedOn":"2022-05-27","regulatoryAum":297681010,"clients":113,"employees":7,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":254174296,"clients":113,"employees":8,"offices":1},{"filedOn":"2024-03-19","regulatoryAum":300646604,"clients":118,"employees":6,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":358501012,"clients":132,"employees":6,"offices":1},{"filedOn":"2026-06-15","regulatoryAum":423234598,"clients":150,"employees":6,"offices":1}],"secFileNumber":"801-67703","legalName":"Sage Financial Management Group, Inc.","displayName":"Sage Financial Management Group","slug":"sage-financial-management-group-143562","website":"https://sagevestwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/sagevest-wealth-management/posts/?feedView=all","founded":"2007","organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"1320 Old Chain Bridge Road, Suite 250","city":"McLean","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22101"},"tradeNames":["Sagevest Wealth Management"],"registration":{"secApproved":"30 March 2007","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2821563.986666667,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":423234598,"discretionary":423234598,"discretionaryAccounts":475,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":35,"regulatoryAum":14330137},{"label":"High-net-worth individuals","clients":115,"regulatoryAum":408904461}],"feePrograms":[{"role":"main","program":"Investment Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048355","versionId":1048355,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-15","documentName":"SAGEVEST ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Planning hours are included at up to five hours a year per $500,000 of AUM; hours beyond that, and separate planning agreements, are billed hourly at $100 to $500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048355","versionId":1048355,"submittedOn":"2026-06-15","documentName":"SAGEVEST ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:14:35.873912+00:00","documents":[{"name":"SAGEVEST ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048355","versionId":1048355,"submittedOn":"2026-06-15"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":404778898}],"custodyNote":"Sage Financial Management Group does not have custody of client assets.","leadership":[{"name":"Jennifer Myers","title":"President","crd":"2908448"},{"name":"Catherine Fellows-Jaquette","title":"Chief Compliance Officer","crd":"8257549"}],"ownership":[{"label":"Jennifer Myers","detail":"President in the 75% or more ownership band and a control person, since March 2007."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"1320 Old Chain Bridge Road, Suite 250","city":"McLean","headquarters":true}]}],"brochureServices":["education planning","estate planning","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-992-7650","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":93},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"15 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/143562/PDF/143562.pdf","brochureDate":"15 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048355","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 Sage Financial Management Group have?","answer":"Sage Financial Management Group has 150 clients and manages $423 million for them, as of June 2026. They include 115 high-net-worth individuals and 35 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sage Financial Management Group offer?","answer":"Sage Financial Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sage Financial Management Group charge?","answer":"Sage Financial Management Group charges 0.50%–1.00% a year for its Investment Management Fees. The fee is billed in advance and requires an account of at least $1,000,000.","source":"SAGEVEST ADV PART 2A, filed 15 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sage Financial Management Group use?","answer":"Sage Financial Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $405M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sage Financial Management Group have?","answer":"Sage Financial Management Group has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 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 Sage Financial Management Group invest in?","answer":"At the end of its last fiscal year, Sage Financial Management Group’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Sage Financial Management Group have a minimum investment?","answer":"Yes, Sage Financial Management Group’s minimum account size for its Investment Management Fees is $1M.","source":"SAGEVEST ADV PART 2A, filed 15 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Sage Financial Management Group?","answer":"Sage Financial Management Group’s direct owner is Jennifer Myers (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sage Financial Management Group get paid?","answer":"Sage Financial Management Group is paid through a percentage of assets under management and hourly charges. 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":"Is Sage Financial Management Group registered with the SEC?","answer":"Yes, Sage Financial Management Group has been registered with the SEC as an investment adviser since 30 March 2007. Its CRD number is 143562 and its SEC file number is 801-67703.","source":"Form ADV Part 1A, Item 1, filed 15 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Sage Financial Management Group?","answer":"Sage Financial Management Group’s main office is at 1320 Old Chain Bridge Road, Suite 250, McLean, VA 22101. Its phone number is 703-992-7650. Its website is sagevestwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/sage-financial-management-group-143562/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-24","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1762086/000176208626000003/0001762086-26-000003-index.html","totalValue":363961853,"positionCount":61,"top10Share":0.731784962640027,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":55194369,"shares":73702,"shareType":"SH","priorValue":48787321,"priorShares":74689},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":54584379,"shares":711661,"shareType":"SH","priorValue":51748762,"priorShares":670494},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":37318675,"shares":445596,"shareType":"SH","priorValue":33128489,"priorShares":441125},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":32611957,"shares":418585,"shareType":"SH","priorValue":29614281,"priorShares":377685},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":27976274,"shares":950604,"shareType":"SH","priorValue":24430526,"priorShares":952828},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":13813311,"shares":116088,"shareType":"SH","priorValue":11493263,"priorShares":117386},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":11588722,"shares":146637,"shareType":"SH","priorValue":10970889,"priorShares":138399},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":11468612,"shares":148731,"shareType":"SH","priorValue":9995220,"priorShares":148012},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":11022106,"shares":106104,"shareType":"SH","priorValue":10409832,"priorShares":107174},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":10763406,"shares":388571,"shareType":"SH","priorValue":9631255,"priorShares":389142}],"positionsListed":61,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":55194369,"shares":73702,"shareType":"SH","priorValue":48787321,"priorShares":74689},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":54584379,"shares":711661,"shareType":"SH","priorValue":51748762,"priorShares":670494},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":37318675,"shares":445596,"shareType":"SH","priorValue":33128489,"priorShares":441125},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":32611957,"shares":418585,"shareType":"SH","priorValue":29614281,"priorShares":377685},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":27976274,"shares":950604,"shareType":"SH","priorValue":24430526,"priorShares":952828},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":13813311,"shares":116088,"shareType":"SH","priorValue":11493263,"priorShares":117386},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":11588722,"shares":146637,"shareType":"SH","priorValue":10970889,"priorShares":138399},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":11468612,"shares":148731,"shareType":"SH","priorValue":9995220,"priorShares":148012},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":11022106,"shares":106104,"shareType":"SH","priorValue":10409832,"priorShares":107174},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":10763406,"shares":388571,"shareType":"SH","priorValue":9631255,"priorShares":389142},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":10361655,"shares":306195,"shareType":"SH","priorValue":8929437,"priorShares":306537},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":10285549,"shares":65086,"shareType":"SH","priorValue":9571119,"priorShares":64626},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":9629629,"shares":303678,"shareType":"SH","priorValue":9079899,"priorShares":295955},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":9245382,"shares":13461,"shareType":"SH","priorValue":8331245,"priorShares":13942},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":7344814,"shares":21357,"shareType":"SH","priorValue":6760224,"priorShares":22621},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE SMCAP ETF","cusip":"922042718","value":6595280,"shares":42746,"shareType":"SH","priorValue":6063552,"priorShares":41591},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":4975664,"shares":134951,"shareType":"SH","priorValue":4203305,"priorShares":135765},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":4484880,"shares":77768,"shareType":"SH","priorValue":3698171,"priorShares":76535},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":2855782,"shares":79042,"shareType":"SH","priorValue":2290103,"priorShares":78752},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":2800221,"shares":3981,"shareType":"SH","priorValue":2530764,"priorShares":4103},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":2674624,"shares":18034,"shareType":"SH","priorValue":2257347,"priorShares":18159},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":2014643,"shares":23388,"shareType":"SH","priorValue":1601709,"priorShares":3667},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":1992749,"shares":41147,"shareType":"SH","priorValue":1590551,"priorShares":33102},{"issuer":"SHERWIN WILLIAMS CO","titleOfClass":"COM","cusip":"824348106","value":1610040,"shares":4676,"shareType":"SH","priorValue":1498892,"priorShares":4676},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1409110,"shares":4870,"shareType":"SH","priorValue":1238938,"priorShares":4882},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US AGGREGATE B","cusip":"808524839","value":1322778,"shares":57189,"shareType":"SH","priorValue":1327801,"priorShares":57184},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":1302960,"shares":9474,"shareType":"SH","priorValue":979193,"priorShares":8657},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":1245271,"shares":11571,"shareType":"SH","priorValue":1356279,"priorShares":12777},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":1048465,"shares":1404,"shareType":"SH","priorValue":751143,"priorShares":1155},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1046526,"shares":2962,"shareType":"SH","priorValue":384679,"priorShares":1341},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":879753,"shares":2462,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":864287,"shares":2317,"shareType":"SH","priorValue":857684,"priorShares":2317},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US GWT","cusip":"464287671","value":828348,"shares":4404,"shareType":"SH","priorValue":683105,"priorShares":4404},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":819561,"shares":3227,"shareType":"SH","priorValue":788808,"priorShares":3227},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":719605,"shares":3302,"shareType":"SH","priorValue":647852,"priorShares":3302},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":643427,"shares":9405,"shareType":"SH","priorValue":534135,"priorShares":9405},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":555968,"shares":2044,"shareType":"SH","priorValue":495915,"priorShares":2044},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI USA ETF","cusip":"46436E767","value":552544,"shares":7956,"shareType":"SH","priorValue":422169,"priorShares":7648},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":526019,"shares":1607,"shareType":"SH","priorValue":472715,"priorShares":1607},{"issuer":"ISHARES TR","titleOfClass":"SHRT NAT MUN ETF","cusip":"464288158","value":504455,"shares":4738,"shareType":"SH","priorValue":492669,"priorShares":4626},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI KLD ETF","cusip":"464288570","value":458211,"shares":3218,"shareType":"SH","priorValue":403078,"priorShares":3326},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":455382,"shares":5652,"shareType":"SH","priorValue":405785,"priorShares":1413},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":430371,"shares":1530,"shareType":"SH","priorValue":380552,"priorShares":1570},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":420814,"shares":1235,"shareType":"SH","priorValue":402524,"priorShares":1235},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":378961,"shares":1590,"shareType":"SH","priorValue":206812,"priorShares":993},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":363284,"shares":3293,"shareType":"SH","priorValue":320179,"priorShares":3293},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":350535,"shares":1393,"shareType":"SH","priorValue":302964,"priorShares":1393},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":342158,"shares":5879,"shareType":"SH","priorValue":344157,"priorShares":5879},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":341644,"shares":1406,"shareType":"SH","priorValue":307409,"priorShares":1415},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US B","cusip":"808524789","value":323028,"shares":10605,"shareType":"SH","priorValue":288456,"priorShares":10605},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":305228,"shares":1709,"shareType":"SH","priorValue":258452,"priorShares":1786},{"issuer":"ISHARES TR","titleOfClass":"ESG EAFE ETF","cusip":"46436E759","value":296777,"shares":3508,"shareType":"SH","priorValue":345108,"priorShares":4574},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":261054,"shares":1595,"shareType":"SH","priorValue":202796,"priorShares":1434},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":243181,"shares":1071,"shareType":"SH","priorValue":226142,"priorShares":1071},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":239899,"shares":656,"shareType":"SH"},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":234952,"shares":2891,"shareType":"SH","priorValue":219861,"priorShares":2891},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":216239,"shares":587,"shareType":"SH","priorValue":252580,"priorShares":587},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":206981,"shares":403,"shareType":"SH","priorValue":201363,"priorShares":403},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":206518,"shares":2350,"shareType":"SH"},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":203134,"shares":2851,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":201702,"shares":832,"shareType":"SH"}]},"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."}