{"url":"https://nivawealth.com/firms/stephenson-and-company-111453","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111453","regulatoryAum":446981303,"crd":"111453","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"862866","suffix":null,"lastName":"STEPHENSON","firstName":"BRADLEY","middleName":null},{"crd":"5948265","suffix":null,"lastName":"STEPHENSON","firstName":"RILEY","middleName":"SEAN"},{"crd":"7069188","suffix":null,"lastName":"ZINES","firstName":"COLLIN","middleName":"CHRISTOPHER"}],"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":"2021-04-06","regulatoryAum":173985830,"clients":160,"employees":4,"offices":1},{"filedOn":"2022-04-28","regulatoryAum":227767519,"clients":201,"employees":5,"offices":1},{"filedOn":"2023-02-23","regulatoryAum":216345222,"clients":220,"employees":4,"offices":1},{"filedOn":"2024-03-15","regulatoryAum":266373224,"clients":223,"employees":4,"offices":1},{"filedOn":"2025-03-03","regulatoryAum":311784935,"clients":236,"employees":4,"offices":1},{"filedOn":"2026-03-17","regulatoryAum":446981303,"clients":265,"employees":5,"offices":2}],"secFileNumber":"801-117128","legalName":"Stephenson and Company, Inc.","displayName":"Stephenson and Company","slug":"stephenson-and-company-111453","website":"https://stephensonfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/stephenson-&-company","founded":"1991","organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"241 Avenida Del Mar","city":"San Clemente","state":"CA","stateName":"California","country":"United States","postalCode":"92672"},"tradeNames":[],"registration":{"secApproved":"2 August 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1674641.362264151,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":446981303,"discretionary":353412228,"discretionaryAccounts":531,"nonDiscretionary":93569075,"nonDiscretionaryAccounts":125,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":9},"clientTypes":[{"label":"Individuals (other than HNW)","clients":133,"regulatoryAum":41692932},{"label":"High-net-worth individuals","clients":132,"regulatoryAum":402087029},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":1092612},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":2108730}],"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=1020434","versionId":1020434,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-17","documentName":"STEPHENSON AND COMPANY, INC. ADV BROCHURE","fee_rate_low":0.3,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Comprehensive Financial Planning","summary":"Comprehensive financial planning is quoted by the planner in advance, subject to a $2,000 minimum; one-half is paid at the first appointment.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020434","versionId":1020434,"submittedOn":"2026-03-17","documentName":"STEPHENSON AND COMPANY, INC. ADV BROCHURE"},{"role":"other","program":"Custom Designed Modular Financial Planning","summary":"Modular financial planning is quoted by the planner in advance, subject to a $1,000 minimum; one-half is paid at the first appointment.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020434","versionId":1020434,"submittedOn":"2026-03-17","documentName":"STEPHENSON AND COMPANY, INC. ADV BROCHURE"},{"role":"other","program":"Hourly Consultations","summary":"Hourly consultations are billed at $400 to $600 an hour, negotiable depending on scope and complexity, and paid on completion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020434","versionId":1020434,"submittedOn":"2026-03-17","documentName":"STEPHENSON AND COMPANY, INC. ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:28:31.872321+00:00","documents":[{"name":"STEPHENSON AND COMPANY, INC. ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020434","versionId":1020434,"submittedOn":"2026-03-17"}]},"custodians":[{"name":"SEI Investments Distribution Co.","shortName":"SEI Investments Distribution","location":"Oaks, PA","smaAssets":193351425},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":253629785}],"custodyNote":"Stephenson and Company has custody of $93.3M in client assets for 58 clients.","otherCustodians":[],"leadership":[{"name":"Bradley Stephenson","title":"President/CCO","crd":"862866"},{"name":"Riley Stephenson","title":"Shareholder/Chief Financial Officer","crd":"5948265"}],"ownership":[{"label":"Riley Stephenson","detail":"Shareholder/chief financial officer in the 10% to 25% ownership band and a control person, since January 2016."},{"label":"Bradley and Teresa Ann Stephenson Trust Dated 7-27-98","detail":"Shareholder in the 50% to 75% ownership band and a control person, since January 2016."},{"label":"The Hubbert Stephenson Trust DTD 5/14/18 Fbo Briana J. Stephenson","detail":"Shareholder in the 5% to 10% ownership band, since March 2022."},{"label":"Teresa Stephenson","detail":"Indirect owner: trustee of Bradley and Teresa Ann Stephenson Trust Dated 7-27-98 and a control person, since July 1998.","parent":"Bradley and Teresa Ann Stephenson Trust Dated 7-27-98"},{"label":"Bradley Stephenson","detail":"Indirect owner: trustee of Bradley and Teresa Ann Stephenson Trust Dated 7-27-98 and a control person, since July 1998.","parent":"Bradley and Teresa Ann Stephenson Trust Dated 7-27-98"},{"label":"Briana Stephenson","detail":"Indirect owner: trustee of The Hubbert Stephenson Trust DTD 5/14/18 Fbo Briana J. Stephenson and a control person, since March 2022.","parent":"The Hubbert Stephenson Trust DTD 5/14/18 Fbo Briana J. Stephenson"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"241 Avenida Del Mar","city":"San Clemente","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"949-727-4255","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":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":83},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"17 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111453/PDF/111453.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020434","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 Stephenson and Company have?","answer":"Stephenson and Company has 265 clients and manages $447 million for them, as of March 2026. They include 133 individual clients and 132 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stephenson and Company offer?","answer":"Stephenson and Company provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, 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 Stephenson and Company charge?","answer":"Stephenson and Company charges 0.30%–1.00% a year for its Investment Management. The fee is billed in arrears and is negotiable.","source":"STEPHENSON AND COMPANY, INC. ADV BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stephenson and Company use?","answer":"Stephenson and Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $254M and SEI Investments Distribution Co. (Oaks, PA), with $193M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stephenson and Company have?","answer":"Stephenson and Company has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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 Stephenson and Company invest in?","answer":"At the end of its last fiscal year, Stephenson and Company’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 5% cash and equivalents and 1% U.S. government and agency 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 Stephenson and Company?","answer":"Stephenson and Company’s direct owners are Riley Stephenson (10% to 25%), Bradley and Teresa Ann Stephenson Trust Dated 7-27-98 (50% to 75%), and the Hubbert Stephenson Trust DTD 5/14/18 Fbo Briana J. Stephenson (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stephenson and Company get paid?","answer":"Stephenson and Company 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 Stephenson and Company?","answer":"Stephenson and Company’s main office is at 241 Avenida Del Mar, San Clemente, CA 92672. Its phone number is 949-727-4255. Its website is stephensonfinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/stephenson-and-company-111453/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-28","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2001544/000117266126002880/0001172661-26-002880-index.html","totalValue":213459582,"positionCount":50,"top10Share":0.8527697950799885,"top10":[{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":30926840,"shares":145353,"shareType":"SH","priorValue":26128708,"priorShares":136144},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":30359468,"shares":40539,"shareType":"SH","priorValue":25036202,"priorShares":38328},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":29939613,"shares":420205,"shareType":"SH","priorValue":25707165,"priorShares":401173},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":29111189,"shares":58177,"shareType":"SH","priorValue":26013851,"priorShares":54286},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":19162069,"shares":245951,"shareType":"SH","priorValue":18993058,"priorShares":242227},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":11920791,"shares":155421,"shareType":"SH","priorValue":11731437,"priorShares":152001},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":9368013,"shares":63165,"shareType":"SH","priorValue":7400880,"priorShares":59536},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":8831618,"shares":114533,"shareType":"SH","priorValue":7273100,"priorShares":107702},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":7497237,"shares":125603,"shareType":"SH","priorValue":6450050,"priorShares":119335},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":4915046,"shares":44915,"shareType":"SH","priorValue":4427576,"priorShares":40119}],"positionsListed":50,"positions":[{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":30926840,"shares":145353,"shareType":"SH","priorValue":26128708,"priorShares":136144},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":30359468,"shares":40539,"shareType":"SH","priorValue":25036202,"priorShares":38328},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":29939613,"shares":420205,"shareType":"SH","priorValue":25707165,"priorShares":401173},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":29111189,"shares":58177,"shareType":"SH","priorValue":26013851,"priorShares":54286},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":19162069,"shares":245951,"shareType":"SH","priorValue":18993058,"priorShares":242227},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":11920791,"shares":155421,"shareType":"SH","priorValue":11731437,"priorShares":152001},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":9368013,"shares":63165,"shareType":"SH","priorValue":7400880,"priorShares":59536},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":8831618,"shares":114533,"shareType":"SH","priorValue":7273100,"priorShares":107702},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":7497237,"shares":125603,"shareType":"SH","priorValue":6450050,"priorShares":119335},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":4915046,"shares":44915,"shareType":"SH","priorValue":4427576,"priorShares":40119},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":4850685,"shares":6496,"shareType":"SH","priorValue":4130632,"priorShares":6351},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":2344609,"shares":21786,"shareType":"SH","priorValue":2329143,"priorShares":21942},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2229215,"shares":7704,"shareType":"SH","priorValue":1940190,"priorShares":7645},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":2168693,"shares":13202,"shareType":"SH","priorValue":1880361,"priorShares":13202},{"issuer":"ISHARES TR","titleOfClass":"JPMORGAN USD EMG","cusip":"464288281","value":2145115,"shares":22243,"shareType":"SH","priorValue":2046547,"priorShares":21788},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST BLOO HIGH ETF","cusip":"78468R622","value":2043815,"shares":21208,"shareType":"SH","priorValue":1975852,"priorShares":20642},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":1549596,"shares":5158,"shareType":"SH","priorValue":1326417,"priorShares":5348},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":1497700,"shares":2,"shareType":"SH","priorValue":1436280,"priorShares":2},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":1428311,"shares":2080,"shareType":"SH","priorValue":248947,"priorShares":417},{"issuer":"SEI EXCHANGE TRADED FUNDS","titleOfClass":"HIGH YIELD BOND","cusip":"81589A874","value":1072242,"shares":42600,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":973667,"shares":9373,"shareType":"SH","priorValue":992474,"priorShares":10218},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":766745,"shares":3832,"shareType":"SH","priorValue":668301,"priorShares":3832},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":575214,"shares":3386,"shareType":"SH","priorValue":453427,"priorShares":3693},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":462930,"shares":6767,"shareType":"SH","priorValue":382140,"priorShares":6729},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":418480,"shares":1136,"shareType":"SH","priorValue":512045,"priorShares":1190},{"issuer":"CAPITAL GROUP INTERNATIONAL","titleOfClass":"SHS","cusip":"14021T102","value":417612,"shares":11476,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":397772,"shares":3869,"shareType":"SH","priorValue":368806,"priorShares":3857},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":361298,"shares":4314,"shareType":"SH","priorValue":348990,"priorShares":4647},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":338710,"shares":3422,"shareType":"SH","priorValue":339702,"priorShares":3422},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":329217,"shares":519,"shareType":"SH","priorValue":292353,"priorShares":519},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":324784,"shares":921,"shareType":"SH","priorValue":285100,"priorShares":867},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":323992,"shares":1336,"shareType":"SH","priorValue":331495,"priorShares":1551},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":310514,"shares":918,"shareType":"SH","priorValue":277677,"priorShares":918},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":303975,"shares":315,"shareType":"SH"},{"issuer":"GRAYSCALE BITCOIN TRUST ETF","titleOfClass":"SHS REP COM UT","cusip":"389637109","value":291328,"shares":6400,"shareType":"SH","priorValue":337664,"priorShares":6400},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":282213,"shares":679,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":274930,"shares":907,"shareType":"SH","priorValue":224989,"priorShares":859},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":268609,"shares":1127,"shareType":"SH","priorValue":234720,"priorShares":1127},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":265534,"shares":752,"shareType":"SH","priorValue":215570,"priorShares":751},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":261091,"shares":1249,"shareType":"SH","priorValue":205548,"priorShares":1249},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":257928,"shares":2338,"shareType":"SH","priorValue":265438,"priorShares":2730},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":257615,"shares":500,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":256869,"shares":2982,"shareType":"SH","priorValue":217085,"priorShares":497},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":255034,"shares":9207,"shareType":"SH","priorValue":227873,"priorShares":9207},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":240997,"shares":857,"shareType":"SH","priorValue":207728,"priorShares":857},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":222307,"shares":1626,"shareType":"SH","priorValue":275867,"priorShares":1626},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":213830,"shares":1290,"shareType":"SH","priorValue":266901,"priorShares":1290},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":211162,"shares":559,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":206560,"shares":578,"shareType":"SH"},{"issuer":"MILESTONE PHARMACEUTICALS IN","titleOfClass":"COM","cusip":"59935V107","value":26800,"shares":20000,"shareType":"SH","priorValue":23800,"priorShares":20000}]},"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."}