{"url":"https://nivawealth.com/firms/switchpoint-financial-planning-282856","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/282856","regulatoryAum":367109076,"crd":"282856","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5964234","suffix":null,"lastName":"SWEENEY","firstName":"JAMES","middleName":"RHEAD"},{"crd":"6066686","suffix":null,"lastName":"Wilhelm","firstName":"Kyle","middleName":"David"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-04-15","regulatoryAum":129688276,"clients":56,"employees":3,"offices":2},{"filedOn":"2023-03-23","regulatoryAum":156872918,"clients":77,"employees":3,"offices":3},{"filedOn":"2024-03-15","regulatoryAum":227356165,"clients":93,"employees":4,"offices":5},{"filedOn":"2025-03-28","regulatoryAum":281485944,"clients":90,"employees":3,"offices":3},{"filedOn":"2026-03-31","regulatoryAum":367109076,"clients":102,"employees":3,"offices":4}],"secFileNumber":"801-125029","legalName":"Switchpoint Financial Planning LLC","displayName":"SwitchPoint Financial Planning","slug":"switchpoint-financial-planning-282856","website":"https://switchpointfinancial.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/282856/9dd3496a39b08dca-r1.webp","tone":"light","width":1012,"height":200,"sourceUrl":"https://switchpointfinancial.com/","sourceLabel":"Switchpoint Financial Planning LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2016","organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2901 W Bluegrass BLVD, Suite 200 - 26","city":"Lehi","state":"UT","stateName":"Utah","country":"United States","postalCode":"84048"},"tradeNames":[],"registration":{"secApproved":"13 May 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3654719.04,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":367109076,"discretionary":360786258,"discretionaryAccounts":523,"nonDiscretionary":6322818,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":34,"regulatoryAum":23760110},{"label":"High-net-worth individuals","clients":66,"regulatoryAum":341711794},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":1095102},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":542070}],"feePrograms":[{"role":"other","program":"Financial Planning Projects","summary":"Financial planning projects are fixed fees, typically $1,000 to $3,000, or $300 an hour where work exceeds the typical range.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034944","versionId":1034944,"submittedOn":"2026-03-31","documentName":"SWITCHPOINT FINANCIAL FORM ADV PART 2A"},{"role":"other","program":"Investment Management Only","summary":"Investment management only is 1.5% of assets under management a year, paid quarterly in advance and generally not offered above $500,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034944","versionId":1034944,"submittedOn":"2026-03-31","documentName":"SWITCHPOINT FINANCIAL FORM ADV PART 2A"},{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting is a flat fee based on plan complexity, with a minimum annual fee of $2,400.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034944","versionId":1034944,"submittedOn":"2026-03-31","documentName":"SWITCHPOINT FINANCIAL FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T10:11:05.941662+00:00","documents":[{"name":"SWITCHPOINT FINANCIAL FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034944","versionId":1034944,"submittedOn":"2026-03-31"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034947","versionId":1034947,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034946","versionId":1034946,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034945","versionId":1034945,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":225048747}],"custodyNote":"SwitchPoint Financial Planning does not have custody of client assets.","leadership":[{"name":"Kyle Wilhelm","title":"Operations Manager/Chief Compliance Officer","crd":"6066686"},{"name":"James Sweeney","title":"Managing Member","crd":"5964234"}],"ownership":[{"label":"James Sweeney","detail":"Managing member in the 75% or more ownership band and a control person, since December 2015."},{"label":"Kyle Wilhelm","detail":"Operations manager/chief compliance officer in the 10% to 25% ownership band and a control person, since January 2022."}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":3},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"2901 W Bluegrass BLVD, Suite 200 - 26","city":"Lehi","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-753-8538","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"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":9},{"label":"Securities issued by registered investment companies or business development companies","percent":89},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/282856/PDF/282856.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034944","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-26","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does SwitchPoint Financial Planning have?","answer":"SwitchPoint Financial Planning has 102 clients and manages $367 million for them, as of March 2026. They include 66 high-net-worth individuals, 34 individual clients and 1 pension or profit-sharing plan.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SwitchPoint Financial Planning offer?","answer":"SwitchPoint Financial Planning provides financial planning, portfolio management for individuals and small businesses, pension consulting, 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":"Which custodians does SwitchPoint Financial Planning use?","answer":"SwitchPoint Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $225M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SwitchPoint Financial Planning have?","answer":"SwitchPoint Financial Planning has 3 investment adviser representatives registered with state securities authorities, out of 3 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 SwitchPoint Financial Planning invest in?","answer":"At the end of its last fiscal year, SwitchPoint Financial Planning’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities and 1% 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 SwitchPoint Financial Planning?","answer":"SwitchPoint Financial Planning’s direct owners are James Sweeney (75% or more) and Kyle Wilhelm (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SwitchPoint Financial Planning get paid?","answer":"SwitchPoint Financial Planning 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":"Is SwitchPoint Financial Planning registered with the SEC?","answer":"Yes, SwitchPoint Financial Planning has been registered with the SEC as an investment adviser since 13 May 2022. Its CRD number is 282856 and its SEC file number is 801-125029.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact SwitchPoint Financial Planning?","answer":"SwitchPoint Financial Planning’s main office is at 2901 W Bluegrass BLVD, Suite 200 - 26, Lehi, UT 84048. Its phone number is 801-753-8538. Its website is switchpointfinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/switchpoint-financial-planning-282856/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-17","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2055526/000205552626000003/0002055526-26-000003-index.html","totalValue":173193838,"positionCount":71,"top10Share":0.6319173607088723,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":36118358,"shares":814210,"shareType":"SH","priorValue":28708363,"priorShares":738764},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":28535074,"shares":765837,"shareType":"SH","priorValue":24979740,"priorShares":703061},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":10988776,"shares":270393,"shareType":"SH","priorValue":8886467,"priorShares":257206},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":6456539,"shares":92368,"shareType":"SH","priorValue":5760331,"priorShares":92239},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"SHOR DUR FIX ETF","cusip":"25434V864","value":5698959,"shares":119350,"shareType":"SH","priorValue":5365637,"priorShares":112064},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":5349691,"shares":97249,"shareType":"SH","priorValue":4704719,"priorShares":97085},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EX US CORE","cusip":"25434V880","value":4344910,"shares":117940,"shareType":"SH","priorValue":4006422,"priorShares":117940},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":4214274,"shares":11927,"shareType":"SH","priorValue":3469285,"priorShares":12094},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":3886063,"shares":10354,"shareType":"SH","priorValue":2875955,"priorShares":10350},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":3851549,"shares":17673,"shareType":"SH","priorValue":3469470,"priorShares":17683}],"positionsListed":71,"positions":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":36118358,"shares":814210,"shareType":"SH","priorValue":28708363,"priorShares":738764},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":28535074,"shares":765837,"shareType":"SH","priorValue":24979740,"priorShares":703061},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":10988776,"shares":270393,"shareType":"SH","priorValue":8886467,"priorShares":257206},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":6456539,"shares":92368,"shareType":"SH","priorValue":5760331,"priorShares":92239},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"SHOR DUR FIX ETF","cusip":"25434V864","value":5698959,"shares":119350,"shareType":"SH","priorValue":5365637,"priorShares":112064},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":5349691,"shares":97249,"shareType":"SH","priorValue":4704719,"priorShares":97085},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EX US CORE","cusip":"25434V880","value":4344910,"shares":117940,"shareType":"SH","priorValue":4006422,"priorShares":117940},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":4214274,"shares":11927,"shareType":"SH","priorValue":3469285,"priorShares":12094},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":3886063,"shares":10354,"shareType":"SH","priorValue":2875955,"priorShares":10350},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":3851549,"shares":17673,"shareType":"SH","priorValue":3469470,"priorShares":17683},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQT MKT","cusip":"25434V104","value":3726901,"shares":72101,"shareType":"SH","priorValue":3253197,"priorShares":72101},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":3673017,"shares":9926,"shareType":"SH","priorValue":2944073,"priorShares":9177},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":3359234,"shares":33369,"shareType":"SH","priorValue":2952150,"priorShares":29328},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":3102498,"shares":36017,"shareType":"SH","priorValue":2622018,"priorShares":6003},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":3043301,"shares":73777,"shareType":"SH","priorValue":2706162,"priorShares":69460},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":2965863,"shares":54903,"shareType":"SH","priorValue":2869612,"priorShares":54369},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":2959148,"shares":34614,"shareType":"SH","priorValue":2145738,"priorShares":27827},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CORE FIXE IN ETF","cusip":"25434V872","value":2361851,"shares":55955,"shareType":"SH","priorValue":2227150,"priorShares":52751},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":2305849,"shares":28004,"shareType":"SH","priorValue":1991925,"priorShares":28004},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":2241016,"shares":17497,"shareType":"SH","priorValue":1998683,"priorShares":17977},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMGR CRE EQT MNG","cusip":"25434V302","value":2135030,"shares":53097,"shareType":"SH","priorValue":1854207,"priorShares":54761},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":1954462,"shares":38641,"shareType":"SH","priorValue":1840941,"priorShares":36900},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"NATL MUN BD ETF","cusip":"25434V849","value":1768674,"shares":36592,"shareType":"SH","priorValue":1961775,"priorShares":40930},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":1757732,"shares":21451,"shareType":"SH","priorValue":1521122,"priorShares":21451},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1549905,"shares":5356,"shareType":"SH","priorValue":1360396,"priorShares":5360},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":1528028,"shares":5041,"shareType":"SH","priorValue":1334482,"priorShares":5095},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1383622,"shares":6915,"shareType":"SH","priorValue":1088605,"priorShares":6242},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1336769,"shares":1785,"shareType":"SH","priorValue":1165980,"priorShares":1785},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"SHORT TRM TAX EX","cusip":"921935870","value":1250773,"shares":12346,"shareType":"SH","priorValue":1258991,"priorShares":12448},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1139961,"shares":3056,"shareType":"SH","priorValue":1050139,"priorShares":2837},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"DIMENSIONAL US","cusip":"25434V559","value":1132761,"shares":17034,"shareType":"SH","priorValue":937671,"priorShares":15799},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":1095462,"shares":1595,"shareType":"SH","priorValue":979982,"priorShares":1640},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":1005536,"shares":2814,"shareType":"SH","priorValue":809111,"priorShares":2814},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":798570,"shares":11208,"shareType":"SH","priorValue":718209,"priorShares":11208},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":765071,"shares":3210,"shareType":"SH","priorValue":583155,"priorShares":2800},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":763235,"shares":3587,"shareType":"SH","priorValue":688443,"priorShares":3587},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":748850,"shares":1,"shareType":"SH","priorValue":718140,"priorShares":1},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":680319,"shares":4976,"shareType":"SH","priorValue":849657,"priorShares":5008},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":662628,"shares":1324,"shareType":"SH","priorValue":622108,"priorShares":1298},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":640340,"shares":4656,"shareType":"SH","priorValue":526640,"priorShares":4656},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS VA","cusip":"25434V740","value":584411,"shares":13697,"shareType":"SH","priorValue":490079,"priorShares":13697},{"issuer":"ISHARES TR","titleOfClass":"3YRTB ETF","cusip":"464288125","value":578443,"shares":7791,"shareType":"SH","priorValue":577969,"priorShares":7791},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":572825,"shares":2037,"shareType":"SH","priorValue":495931,"priorShares":2046},{"issuer":"TEXAS PACIFIC LAND CORPORATI","titleOfClass":"COM","cusip":"88262P102","value":497595,"shares":1137,"shareType":"SH","priorValue":549538,"priorShares":1158},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":491068,"shares":6415,"shareType":"SH","priorValue":476955,"priorShares":6415},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOB CO PLUS ETF","cusip":"25434V583","value":483823,"shares":8884,"shareType":"SH","priorValue":261204,"priorShares":4838},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":419628,"shares":3705,"shareType":"SH","priorValue":461079,"priorShares":3710},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":417535,"shares":348,"shareType":"SH","priorValue":313744,"priorShares":341},{"issuer":"EA SERIES TRUST","titleOfClass":"FREEDOM 100 EM","cusip":"02072L607","value":409624,"shares":5619,"shareType":"SH","priorValue":343081,"priorShares":6278},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":369608,"shares":2250,"shareType":"SH","priorValue":320468,"priorShares":2250},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":337052,"shares":292,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":299089,"shares":7453,"shareType":"SH","priorValue":293946,"priorShares":7453},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":289634,"shares":964,"shareType":"SH","priorValue":239072,"priorShares":964},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COM","cusip":"036752103","value":285235,"shares":738,"shareType":"SH","priorValue":214465,"priorShares":733},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":283119,"shares":1115,"shareType":"SH","priorValue":280074,"priorShares":1146},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":276012,"shares":490,"shareType":"SH","priorValue":275195,"priorShares":481},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":270338,"shares":634,"shareType":"SH","priorValue":235011,"priorShares":634},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":269246,"shares":2792,"shareType":"SH","priorValue":246204,"priorShares":2776},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":266735,"shares":285,"shareType":"SH","priorValue":286109,"priorShares":287},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":257284,"shares":4362,"shareType":"SH","priorValue":257249,"priorShares":4320},{"issuer":"VANGUARD WORLD FD","titleOfClass":"EXTENDED DUR","cusip":"921910709","value":226088,"shares":3474,"shareType":"SH","priorValue":225636,"priorShares":3474},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":222684,"shares":308,"shareType":"SH"},{"issuer":"CNX RES CORP","titleOfClass":"COM","cusip":"12653C108","value":220274,"shares":6492,"shareType":"SH","priorValue":251115,"priorShares":6514},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":220160,"shares":461,"shareType":"SH"},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":219301,"shares":3674,"shareType":"SH"},{"issuer":"NUCOR CORP","titleOfClass":"COM","cusip":"670346105","value":218072,"shares":979,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":212765,"shares":3500,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"US MIDCAP DIVID","cusip":"97717W505","value":212402,"shares":3758,"shareType":"SH"},{"issuer":"CONSOLIDATED WATER CO INC","titleOfClass":"ORD","cusip":"G23773107","value":209716,"shares":7109,"shareType":"SH","priorValue":235450,"priorShares":7109},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":201102,"shares":7260,"shareType":"SH"},{"issuer":"SIBANYE STILLWATER LTD","titleOfClass":"SPONSORED ADR","cusip":"82575P107","value":92371,"shares":10880,"shareType":"SH","priorValue":134042,"priorShares":10880}]},"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."}