{"url":"https://nivawealth.com/firms/three-arch-wealth-management-333733","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333733","regulatoryAum":662439902,"crd":"333733","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6621073","suffix":null,"lastName":"Allen","firstName":"Sunni","middleName":"Danae"},{"crd":"8235230","suffix":null,"lastName":"Childers","firstName":"Sasha","middleName":"Yuiko"},{"crd":"2554231","suffix":null,"lastName":"VASQUEZ","firstName":"BECKY","middleName":"REES"},{"crd":"7260149","suffix":null,"lastName":"VASQUEZ","firstName":"TYLER","middleName":"RICHARD"}],"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":"2025-07-08","regulatoryAum":503048544,"clients":228,"employees":5,"offices":1},{"filedOn":"2026-08-31","regulatoryAum":662439902,"clients":256,"employees":5,"offices":1}],"secFileNumber":"801-131587","legalName":"Three Arch Wealth Management LLC","displayName":"Three Arch Wealth Management","slug":"three-arch-wealth-management-333733","website":"https://threearchwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/three-arch-wealth-management/","founded":"2024","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"300 Spectrum Center Drive, Suite 1030","city":"Irvine","state":"CA","stateName":"California","country":"United States","postalCode":"92618"},"tradeNames":[],"registration":{"secApproved":"8 January 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2545549.515625,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":662439902,"discretionary":662439902,"discretionaryAccounts":826,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":138,"regulatoryAum":50610181},{"label":"High-net-worth individuals","clients":118,"regulatoryAum":601050495},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":8502230},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":2226731},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":50265}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":0.9,"from":0},{"to":3000000,"pct":0.75,"from":1000000},{"to":5000000,"pct":0.6,"from":3000000},{"to":10000000,"pct":0.5,"from":5000000},{"to":25000000,"pct":0.4,"from":10000000},{"to":50000000,"pct":0.3,"from":25000000},{"to":null,"pct":0.2,"from":50000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050020","versionId":1050020,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-29","documentName":"THREE ARCH WEALTH DISCLOSURE BROCHURE","fee_rate_low":0.2,"fee_rate_high":0.9,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Retirement Plan Advisory Services","summary":"Retirement plan advisory fees are an annual asset-based fee of up to 0.90%, billed monthly or quarterly in advance or arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050020","versionId":1050020,"submittedOn":"2026-06-29","documentName":"THREE ARCH WEALTH DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:57:23.985386+00:00","documents":[{"name":"THREE ARCH WEALTH DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050020","versionId":1050020,"submittedOn":"2026-06-29"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":621485870}],"custodyNote":"Three Arch Wealth Management has custody of $167M in client assets for 84 clients.","leadership":[{"name":"Tyler Vasquez","title":"Managing Member, Co-Founder, and Chief Compliance Officer","crd":"7260149"},{"name":"Becky Vasquez","title":"Managing Member and Co-Founder","crd":"2554231"}],"ownership":[{"label":"Tyler Vasquez","detail":"Managing member, co-founder, and chief compliance officer in the 25% to 50% ownership band and a control person, since October 2024."},{"label":"Becky Vasquez","detail":"Managing member and co-founder in the 50% to 75% ownership band and a control person, since October 2024."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"300 Spectrum Center Drive, Suite 1030","city":"Irvine","headquarters":true}]}],"brochureServices":["education planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"949-400-7107","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":82},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":18}],"privateFunds":0},"sources":{"adv1FilingDate":"31 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333733/PDF/333733.pdf","brochureDate":"29 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050020","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 Three Arch Wealth Management have?","answer":"Three Arch Wealth Management has 256 clients and manages $662 million for them, as of August 2026. They include 138 individual clients and 118 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Three Arch Wealth Management offer?","answer":"Three Arch Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and insurance.","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 Three Arch Wealth Management charge?","answer":"Three Arch Wealth Management charges 0.20%–0.90% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"THREE ARCH WEALTH DISCLOSURE BROCHURE, filed 29 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Three Arch Wealth Management use?","answer":"Three Arch Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $621M. 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 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Three Arch Wealth Management have?","answer":"Three Arch Wealth Management 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 Three Arch Wealth Management invest in?","answer":"At the end of its last fiscal year, Three Arch Wealth Management’s separately managed accounts held 82% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs) 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 Three Arch Wealth Management?","answer":"Three Arch Wealth Management’s direct owners are Tyler Vasquez (25% to 50%) and Becky Vasquez (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Three Arch Wealth Management get paid?","answer":"Three Arch Wealth 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":"Is Three Arch Wealth Management registered with the SEC?","answer":"Yes, Three Arch Wealth Management has been registered with the SEC as an investment adviser since 8 January 2025. Its CRD number is 333733 and its SEC file number is 801-131587.","source":"Form ADV Part 1A, Item 1, filed 31 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Three Arch Wealth Management?","answer":"Three Arch Wealth Management’s main office is at 300 Spectrum Center Drive, Suite 1030, Irvine, CA 92618. Its phone number is 949-400-7107. Its website is threearchwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/three-arch-wealth-management-333733/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-06","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2109462/000195175726001131/0001951757-26-001131-index.html","totalValue":651945353,"positionCount":69,"top10Share":0.5940776879806979,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":51217698,"shares":622027,"shareType":"SH","priorValue":44818736,"priorShares":630096},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":51092928,"shares":730943,"shareType":"SH","priorValue":46089735,"priorShares":738026},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":46978117,"shares":573323,"shareType":"SH","priorValue":40825962,"priorShares":575743},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":45538839,"shares":365012,"shareType":"SH","priorValue":37947039,"priorShares":343505},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN US SMAL ETF","cusip":"025072323","value":37109429,"shares":505992,"shareType":"SH","priorValue":29234116,"priorShares":469247},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":32934661,"shares":598703,"shareType":"SH","priorValue":29137067,"priorShares":601260},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":32564389,"shares":602821,"shareType":"SH","priorValue":30898363,"priorShares":585418},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN US VALU ETF","cusip":"025072133","value":32308101,"shares":401168,"shareType":"SH","priorValue":28448844,"priorShares":383511},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL CR ETF","cusip":"25434V567","value":31243670,"shares":571496,"shareType":"SH","priorValue":30291783,"priorShares":559563},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS HI","cusip":"25434V757","value":26318356,"shares":615346,"shareType":"SH","priorValue":20003965,"priorShares":592008}],"positionsListed":69,"positions":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":51217698,"shares":622027,"shareType":"SH","priorValue":44818736,"priorShares":630096},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":51092928,"shares":730943,"shareType":"SH","priorValue":46089735,"priorShares":738026},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":46978117,"shares":573323,"shareType":"SH","priorValue":40825962,"priorShares":575743},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":45538839,"shares":365012,"shareType":"SH","priorValue":37947039,"priorShares":343505},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN US SMAL ETF","cusip":"025072323","value":37109429,"shares":505992,"shareType":"SH","priorValue":29234116,"priorShares":469247},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":32934661,"shares":598703,"shareType":"SH","priorValue":29137067,"priorShares":601260},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":32564389,"shares":602821,"shareType":"SH","priorValue":30898363,"priorShares":585418},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN US VALU ETF","cusip":"025072133","value":32308101,"shares":401168,"shareType":"SH","priorValue":28448844,"priorShares":383511},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL CR ETF","cusip":"25434V567","value":31243670,"shares":571496,"shareType":"SH","priorValue":30291783,"priorShares":559563},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS HI","cusip":"25434V757","value":26318356,"shares":615346,"shareType":"SH","priorValue":20003965,"priorShares":592008},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US HIGH PROF ETF","cusip":"25434V831","value":26087808,"shares":625157,"shareType":"SH","priorValue":21291751,"priorShares":579210},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US LARG VALU ETF","cusip":"25434V666","value":25812892,"shares":652830,"shareType":"SH","priorValue":22053591,"priorShares":617575},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"SHOR DUR FIX ETF","cusip":"25434V864","value":21876581,"shares":458148,"shareType":"SH","priorValue":18013770,"priorShares":376227},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"ULTR FIX INC ETF","cusip":"25434V591","value":21557757,"shares":424532,"shareType":"SH","priorValue":18425614,"priorShares":363353},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"EMERGING MKT VAL","cusip":"025072372","value":17048695,"shares":259889,"shareType":"SH","priorValue":14390475,"priorShares":239921},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":16037411,"shares":479301,"shareType":"SH","priorValue":13120171,"priorShares":391180},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":15920295,"shares":164994,"shareType":"SH","priorValue":12329932,"priorShares":153015},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL HIGH PROFIT","cusip":"25434V765","value":15392875,"shares":451073,"shareType":"SH","priorValue":13385437,"priorShares":415439},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":15131168,"shares":52292,"shareType":"SH","priorValue":12916095,"priorShares":50893},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":14891351,"shares":144506,"shareType":"SH","priorValue":12970285,"priorShares":129885},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP E","cusip":"25434V773","value":13449155,"shares":383932,"shareType":"SH","priorValue":12034071,"priorShares":357412},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"REAL ESTATE ETF","cusip":"025072356","value":12525535,"shares":264363,"shareType":"SH","priorValue":10722019,"priorShares":243572},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":4759476,"shares":122699,"shareType":"SH","priorValue":4607884,"priorShares":131504},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN U S QUA ETF","cusip":"02507A507","value":3822462,"shares":57916,"shareType":"SH","priorValue":3290794,"priorShares":57999},{"issuer":"VANGUARD CALIF TAX FREE FDS","titleOfClass":"TAX EXEMPT BD FD","cusip":"922021605","value":2937793,"shares":29203,"shareType":"SH"},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US LARGE CAP VLU","cusip":"025072349","value":2532381,"shares":27764,"shareType":"SH","priorValue":2238080,"priorShares":27764},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CALIF MUN BD ETF","cusip":"25434V633","value":2388673,"shares":47602,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":2142738,"shares":13044,"shareType":"SH","priorValue":1857857,"priorShares":13044},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST PORT HIGH ETF","cusip":"78468R606","value":2024340,"shares":86363,"shareType":"SH","priorValue":1831507,"priorShares":78538},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMGR CRE EQT MNG","cusip":"25434V302","value":1944805,"shares":48366,"shareType":"SH","priorValue":1642488,"priorShares":48508},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1795654,"shares":7534,"shareType":"SH","priorValue":1360836,"priorShares":6534},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":1634878,"shares":40740,"shareType":"SH","priorValue":1617566,"priorShares":41013},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":1583593,"shares":21572,"shareType":"SH","priorValue":1593512,"priorShares":21639},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":1581788,"shares":8005,"shareType":"SH","priorValue":1479953,"priorShares":8031},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS VA","cusip":"25434V740","value":1544091,"shares":36189,"shareType":"SH","priorValue":1294852,"priorShares":36189},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":1477518,"shares":6081,"shareType":"SH","priorValue":1317528,"priorShares":6065},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":1376531,"shares":47516,"shareType":"SH","priorValue":1577756,"priorShares":59359},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":1236615,"shares":7879,"shareType":"SH","priorValue":1089829,"priorShares":7879},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS INTL SML","cusip":"025072190","value":976475,"shares":12975,"shareType":"SH","priorValue":932231,"priorShares":12975},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":917329,"shares":2181,"shareType":"SH","priorValue":811159,"priorShares":2182},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"SHORT TRM TAX EX","cusip":"921935870","value":888419,"shares":8769,"shareType":"SH","priorValue":877442,"priorShares":8676},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SUSTAINABILTY","cusip":"25434V716","value":884290,"shares":18964,"shareType":"SH","priorValue":494083,"priorShares":12024},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVA MAR SMA ETF","cusip":"025072141","value":814079,"shares":11743,"shareType":"SH","priorValue":744858,"priorShares":11743},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":748850,"shares":1,"shareType":"SH","priorValue":718140,"priorShares":1},{"issuer":"F N B CORP","titleOfClass":"COM","cusip":"302520101","value":623286,"shares":32667,"shareType":"SH","priorValue":582893,"priorShares":34862},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMER MARK SU ETF","cusip":"25434V682","value":602649,"shares":12329,"shareType":"SH","priorValue":338845,"priorShares":7997},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":583234,"shares":1004,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATIONAL","cusip":"25434V690","value":519185,"shares":11512,"shareType":"SH","priorValue":257845,"priorShares":6081},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":486182,"shares":1376,"shareType":"SH","priorValue":228054,"priorShares":795},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":468869,"shares":1312,"shareType":"SH","priorValue":210206,"priorShares":731},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":455138,"shares":808,"shareType":"SH","priorValue":351288,"priorShares":614},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":420115,"shares":561,"shareType":"SH","priorValue":272389,"priorShares":417},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":402275,"shares":1078,"shareType":"SH","priorValue":433097,"priorShares":1170},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":382991,"shares":1035,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":348923,"shares":1017,"shareType":"SH","priorValue":308587,"priorShares":1021},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":339330,"shares":1696,"shareType":"SH","priorValue":293974,"priorShares":1686},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":335395,"shares":488,"shareType":"SH","priorValue":274477,"priorShares":459},{"issuer":"ALKERMES PLC","titleOfClass":"SHS","cusip":"G01767105","value":315366,"shares":6019,"shareType":"SH","priorValue":228390,"priorShares":6459},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":312209,"shares":1433,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":309664,"shares":5094,"shareType":"SH","priorValue":288219,"priorShares":5094},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":301182,"shares":2157,"shareType":"SH"},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":294632,"shares":2155,"shareType":"SH","priorValue":365617,"priorShares":2155},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":274473,"shares":1290,"shareType":"SH","priorValue":247577,"priorShares":1290},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":243690,"shares":487,"shareType":"SH","priorValue":256372,"priorShares":535},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":215190,"shares":4851,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":213121,"shares":1437,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":206830,"shares":632,"shareType":"SH"},{"issuer":"MANAGER DIRECTED PORTFOLIOS","titleOfClass":"VERT GLB SUST RE","cusip":"56170L695","value":146962,"shares":12908,"shareType":"SH"},{"issuer":"NEWELL BRANDS INC","titleOfClass":"COM","cusip":"651229106","value":93973,"shares":15305,"shareType":"SH","priorValue":51844,"priorShares":15115}]},"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."}