{"url":"https://nivawealth.com/firms/wedmont-private-capital-305815","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305815","regulatoryAum":3440714185,"crd":"305815","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6212510","suffix":null,"lastName":"CORABI","firstName":"DOMINIC","middleName":"JOSEPH"},{"crd":"7871766","suffix":null,"lastName":"Frank","firstName":"Drew","middleName":"Brian"},{"crd":"5761053","suffix":null,"lastName":"Ginty","firstName":"Thomas","middleName":"FRANCIS"},{"crd":"7413278","suffix":null,"lastName":"GRAHAM","firstName":"RYAN","middleName":"EVERETT"},{"crd":"6707138","suffix":null,"lastName":"Holdridge","firstName":"Daniel","middleName":"Earl"},{"crd":"6878453","suffix":null,"lastName":"KROOT","firstName":"ALEXANDRA","middleName":"Eve"},{"crd":"6415492","suffix":null,"lastName":"KUBIK","firstName":"ROBERT","middleName":null},{"crd":"6162847","suffix":null,"lastName":"MCCALLA","firstName":"CLINTON","middleName":"DANIEL"},{"crd":"6541038","suffix":null,"lastName":"Miles","firstName":"Tyler","middleName":"Jones"},{"crd":"6228242","suffix":null,"lastName":"PELLETIER","firstName":"JAMES","middleName":"LUCE"},{"crd":"5501229","suffix":null,"lastName":"SNODGRASS","firstName":"JEFFREY","middleName":"ROBERT"},{"crd":"5605421","suffix":null,"lastName":"Stewart","firstName":"Emmett","middleName":"Nathaniel"}],"total":12,"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":"2021-07-23","regulatoryAum":140051863,"clients":60,"employees":3,"offices":2},{"filedOn":"2022-06-13","regulatoryAum":501328174,"clients":126,"employees":5,"offices":4},{"filedOn":"2023-07-27","regulatoryAum":1022151670,"clients":235,"employees":6,"offices":4},{"filedOn":"2024-02-27","regulatoryAum":1577291043,"clients":310,"employees":7,"offices":5},{"filedOn":"2025-06-30","regulatoryAum":2370836249,"clients":391,"employees":8,"offices":5},{"filedOn":"2026-09-02","regulatoryAum":3440714185,"clients":498,"employees":16,"offices":11}],"secFileNumber":"801-121179","legalName":"Wedmont Private Capital, LLC","displayName":"Wedmont Private Capital","slug":"wedmont-private-capital-305815","website":"https://wedmont.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/305815/3f78bdf69cb4edb9-r1.webp","tone":"light","width":877,"height":200,"sourceUrl":"https://wedmont.com/","sourceLabel":"Wedmont Private Capital, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/wedmontprivatecapital","founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"26 South Church Street, Suite 1a","city":"West Chester","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19382"},"tradeNames":[],"registration":{"secApproved":"19 May 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":6902613.616935484,"staff":{"employees":16,"advisory":12,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":3440714185,"discretionary":3426600557,"discretionaryAccounts":2418,"nonDiscretionary":14113628,"nonDiscretionaryAccounts":19,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":5,"regulatoryAum":929057},{"label":"High-net-worth individuals","clients":491,"regulatoryAum":3422767297},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":670601},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":16347230}],"feePrograms":[{"role":"other","program":"Ongoing Financial Planning with Investment Management","summary":"$3,750 per quarter ($15,000 per year), billed quarterly in arrears; a higher fee may be proposed in limited cases.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061036","versionId":1061036,"submittedOn":"2026-10-14","documentName":"WPC PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T05:28:40.403935+00:00","documents":[{"name":"WPC PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061036","versionId":1061036,"submittedOn":"2026-10-14"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":3440714185}],"custodyNote":"Wedmont Private Capital does not have custody of client assets.","leadership":[{"name":"Dominic Corabi","title":"Co-Founder, Managing Member, Chief Compliance Officer","crd":"6212510"},{"name":"James Pelletier","title":"Co-Founder, Managing Member","crd":"6228242"}],"ownership":[{"label":"James Pelletier","detail":"Co-founder, managing member in the 25% to 50% ownership band and a control person, since September 2019."},{"label":"Dominic Corabi","detail":"Co-founder, managing member, chief compliance officer in the 25% to 50% ownership band and a control person, since September 2019."},{"label":"MMT Wedmont Investment LLC","detail":"Llc in the 10% to 25% ownership band, since September 2019."},{"label":"The 2014 Mary Margaret Trust","detail":"Indirect owner: a trust of MMT Wedmont Investment LLC in the 75% or more band, since September 2019.","parent":"MMT Wedmont Investment LLC"},{"label":"Jason Cannon","detail":"Indirect owner: trustee of The 2014 Mary Margaret Trust, since May 2019.","parent":"The 2014 Mary Margaret Trust"}],"filedOffices":{"otherThanPrincipal":10,"privateResidences":8},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Missouri","offices":1,"addresses":[{"street":"5431 Chippewa St","city":"Saint Louis"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"26 South Church Street, Suite 1a","city":"West Chester","headquarters":true}]},{"state":"Wisconsin","offices":1,"addresses":[{"street":"1574 W Broadway","city":"Madison"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-885-8200","stateRegisteredReps":12,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":35},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":57},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"2 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305815/PDF/305815.pdf","brochureDate":"14 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061036","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 Wedmont Private Capital have?","answer":"Wedmont Private Capital has 498 clients and manages $3.44 billion for them, as of September 2026. They include 491 high-net-worth individuals, 5 individual clients and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wedmont Private Capital offer?","answer":"Wedmont Private Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wedmont Private Capital use?","answer":"Wedmont Private Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.44B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wedmont Private Capital have?","answer":"Wedmont Private Capital has 12 investment adviser representatives registered with state securities authorities, out of 16 employees, and 12 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 Wedmont Private Capital invest in?","answer":"At the end of its last fiscal year, Wedmont Private Capital’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate 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 Wedmont Private Capital?","answer":"Wedmont Private Capital’s direct owners are James Pelletier, Dominic Corabi and MMT Wedmont Investment LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wedmont Private Capital get paid?","answer":"Wedmont Private Capital is paid through 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 Wedmont Private Capital registered with the SEC?","answer":"Yes, Wedmont Private Capital has been registered with the SEC as an investment adviser since 19 May 2021. Its CRD number is 305815 and its SEC file number is 801-121179.","source":"Form ADV Part 1A, Item 1, filed 2 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Wedmont Private Capital?","answer":"Wedmont Private Capital’s main office is at 26 South Church Street, Suite 1a, West Chester, PA 19382. Its phone number is 610-885-8200. Its website is wedmont.com.","source":"Form ADV Part 1A, Item 1.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/wedmont-private-capital-305815/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1904274/000190427426000005/0001904274-26-000005-index.html","totalValue":3645613056,"positionCount":952,"top10Share":0.4360650569822844,"top10":[{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":374296358,"shares":5272522,"shareType":"SH","priorValue":321519396,"priorShares":4740776},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":216830744,"shares":581799,"shareType":"SH","priorValue":158599153,"priorShares":475275},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":213907301,"shares":3571670,"shareType":"SH","priorValue":185368740,"priorShares":3280863},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":142660356,"shares":205604,"shareType":"SH","priorValue":120582244,"priorShares":194068},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":115583020,"shares":1188881,"shareType":"SH","priorValue":110520401,"priorShares":1158252},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"TOTAL CORP BND","cusip":"92206C573","value":111569633,"shares":1469754,"shareType":"SH","priorValue":104497825,"priorShares":1356285},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":109134998,"shares":2167958,"shareType":"SH","priorValue":79595773,"priorShares":1587787},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":105519365,"shares":4672099,"shareType":"SH","priorValue":100104041,"priorShares":4370401},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":105034947,"shares":497890,"shareType":"SH","priorValue":82397211,"priorShares":452533},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":95187743,"shares":301877,"shareType":"SH","priorValue":73882753,"priorShares":285372}],"positionsListed":200,"positions":[{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":374296358,"shares":5272522,"shareType":"SH","priorValue":321519396,"priorShares":4740776},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":216830744,"shares":581799,"shareType":"SH","priorValue":158599153,"priorShares":475275},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":213907301,"shares":3571670,"shareType":"SH","priorValue":185368740,"priorShares":3280863},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":142660356,"shares":205604,"shareType":"SH","priorValue":120582244,"priorShares":194068},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":115583020,"shares":1188881,"shareType":"SH","priorValue":110520401,"priorShares":1158252},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"TOTAL CORP BND","cusip":"92206C573","value":111569633,"shares":1469754,"shareType":"SH","priorValue":104497825,"priorShares":1356285},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":109134998,"shares":2167958,"shareType":"SH","priorValue":79595773,"priorShares":1587787},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":105519365,"shares":4672099,"shareType":"SH","priorValue":100104041,"priorShares":4370401},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":105034947,"shares":497890,"shareType":"SH","priorValue":82397211,"priorShares":452533},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":95187743,"shares":301877,"shareType":"SH","priorValue":73882753,"priorShares":285372},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":73023833,"shares":897981,"shareType":"SH","priorValue":66439783,"priorShares":896140},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":52278810,"shares":146365,"shareType":"SH","priorValue":47072386,"priorShares":148344},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":51096129,"shares":477489,"shareType":"SH","priorValue":50441232,"priorShares":472473},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":48747641,"shares":137306,"shareType":"SH","priorValue":50234173,"priorShares":159605},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":42989544,"shares":175224,"shareType":"SH","priorValue":37480493,"priorShares":169403},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":39265508,"shares":101962,"shareType":"SH","priorValue":39762301,"priorShares":106223},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":35748061,"shares":743512,"shareType":"SH","priorValue":32947515,"priorShares":682426},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":33377594,"shares":263251,"shareType":"SH","priorValue":37353903,"priorShares":265373},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":31807710,"shares":79525,"shareType":"SH","priorValue":26868429,"priorShares":76629},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":30370604,"shares":45383,"shareType":"SH","priorValue":29146836,"priorShares":47593},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":30206162,"shares":1096412,"shareType":"SH","priorValue":27141392,"priorShares":1036722},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE SMCAP ETF","cusip":"922042718","value":27468583,"shares":177618,"shareType":"SH","priorValue":27767490,"priorShares":180872},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":26041840,"shares":35895,"shareType":"SH","priorValue":22413635,"priorShares":36981},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":25695668,"shares":301098,"shareType":"SH","priorValue":11763027,"priorShares":144811},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":25445867,"shares":304741,"shareType":"SH","priorValue":15017308,"priorShares":189589},{"issuer":"VANGUARD CALIF TAX FREE FDS","titleOfClass":"TAX EXEMPT BD FD","cusip":"922021605","value":24436033,"shares":244141,"shareType":"SH","priorValue":19408800,"priorShares":194623},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":22841084,"shares":56016,"shareType":"SH","priorValue":19204838,"priorShares":55950},{"issuer":"ISHARES TR","titleOfClass":"BROAD USD HIGH","cusip":"46435U853","value":19600861,"shares":531621,"shareType":"SH","priorValue":17914802,"priorShares":482749},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":19425625,"shares":39346,"shareType":"SH","priorValue":17933643,"priorShares":37381},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":19223317,"shares":237501,"shareType":"SH","priorValue":17643057,"priorShares":59116},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":19093538,"shares":16064,"shareType":"SH","priorValue":14130139,"priorShares":14822},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":18172972,"shares":54011,"shareType":"SH","priorValue":15579227,"priorShares":50587},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":17951972,"shares":60211,"shareType":"SH","priorValue":16399890,"priorShares":60051},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":17594262,"shares":23305,"shareType":"SH","priorValue":15069853,"priorShares":22292},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":16827510,"shares":17183,"shareType":"SH","priorValue":5984813,"priorShares":14714},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":15758221,"shares":540035,"shareType":"SH","priorValue":14105204,"priorShares":540015},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":15733056,"shares":28201,"shareType":"SH","priorValue":6345377,"priorShares":27372},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":15331147,"shares":14045,"shareType":"SH","priorValue":12868185,"priorShares":13747},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL HIGH ETF","cusip":"921946794","value":13957754,"shares":138786,"shareType":"SH","priorValue":13559266,"priorShares":138036},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":13875095,"shares":117506,"shareType":"SH","priorValue":9762799,"priorShares":13209},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":13563209,"shares":130165,"shareType":"SH","priorValue":11689388,"priorShares":110884},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":13510659,"shares":38862,"shareType":"SH","priorValue":12104118,"priorShares":38980},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":13449823,"shares":154312,"shareType":"SH","priorValue":12224292,"priorShares":144393},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":13341789,"shares":60866,"shareType":"SH","priorValue":12340467,"priorShares":61097},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":12946682,"shares":17078,"shareType":"SH","priorValue":10950797,"priorShares":16128},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"MUN BD ETF","cusip":"808524649","value":12699775,"shares":494540,"shareType":"SH","priorValue":12650215,"priorShares":494149},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":12193910,"shares":94887,"shareType":"SH","priorValue":10630434,"priorShares":92022},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":12083983,"shares":34628,"shareType":"SH","priorValue":8198046,"priorShares":26534},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":11909805,"shares":96086,"shareType":"SH","priorValue":8966286,"priorShares":78144},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":10953662,"shares":69490,"shareType":"SH","priorValue":8553158,"priorShares":59159},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":10848712,"shares":43731,"shareType":"SH","priorValue":9142183,"priorShares":43207},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL DVD ETF","cusip":"921946810","value":10815491,"shares":113919,"shareType":"SH","priorValue":11724872,"priorShares":127708},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":10318147,"shares":74295,"shareType":"SH","priorValue":10571742,"priorShares":67672},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":9584151,"shares":262436,"shareType":"SH","priorValue":9106394,"priorShares":264567},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":9535839,"shares":10012,"shareType":"SH","priorValue":6567571,"priorShares":8512},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":9207098,"shares":80835,"shareType":"SH","priorValue":9756306,"priorShares":76664},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":9152341,"shares":65076,"shareType":"SH","priorValue":9341255,"priorShares":65023},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":8750584,"shares":34052,"shareType":"SH","priorValue":8311404,"priorShares":34444},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI INTL","cusip":"46435G326","value":8570966,"shares":95637,"shareType":"SH","priorValue":8235277,"priorShares":93710},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":8316047,"shares":13803,"shareType":"SH","priorValue":5171038,"priorShares":13406},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":8311662,"shares":109841,"shareType":"SH","priorValue":7592448,"priorShares":107648},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":8203540,"shares":33978,"shareType":"SH","priorValue":7081490,"priorShares":32969},{"issuer":"ISHARES TR","titleOfClass":"CALIF MUN BD ETF","cusip":"464288356","value":8146704,"shares":142052,"shareType":"SH","priorValue":8126345,"priorShares":142044},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":7840563,"shares":106863,"shareType":"SH","priorValue":10599182,"priorShares":106642},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":7668260,"shares":87738,"shareType":"SH","priorValue":6716560,"priorShares":14700},{"issuer":"REVOLUTION MEDICINES INC","titleOfClass":"COM","cusip":"76155X100","value":7527713,"shares":40281,"shareType":"SH","priorValue":3892349,"priorShares":40231},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":7371374,"shares":44527,"shareType":"SH","priorValue":6862055,"priorShares":46343},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":7196358,"shares":222110,"shareType":"SH","priorValue":3102028,"priorShares":100519},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL SCEQT ETF","cusip":"808524888","value":7088561,"shares":146761,"shareType":"SH","priorValue":7435695,"priorShares":151071},{"issuer":"ISHARES TR","titleOfClass":"SHRT NAT MUN ETF","cusip":"464288158","value":7011571,"shares":65948,"shareType":"SH","priorValue":1471748,"priorShares":13813},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":6972259,"shares":45348,"shareType":"SH","priorValue":2786770,"priorShares":22963},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":6941794,"shares":19322,"shareType":"SH","priorValue":5753514,"priorShares":18677},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":6637370,"shares":36545,"shareType":"SH","priorValue":5149753,"priorShares":31998},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":6619006,"shares":45473,"shareType":"SH","priorValue":5376688,"priorShares":41413},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":6564056,"shares":54110,"shareType":"SH","priorValue":4307123,"priorShares":51459},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":6525155,"shares":69313,"shareType":"SH","priorValue":4218492,"priorShares":49230},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":6371482,"shares":26677,"shareType":"SH","priorValue":5660928,"priorShares":25507},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":6355081,"shares":70581,"shareType":"SH","priorValue":6327206,"priorShares":70861},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":6303217,"shares":6879,"shareType":"SH","priorValue":7005078,"priorShares":6799},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":6269658,"shares":5942,"shareType":"SH","priorValue":5258204,"priorShares":5805},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":6219932,"shares":65274,"shareType":"SH","priorValue":7705895,"priorShares":65221},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":6212130,"shares":17732,"shareType":"SH","priorValue":4309767,"priorShares":17485},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":5905582,"shares":11212,"shareType":"SH","priorValue":5610398,"priorShares":11063},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":5869806,"shares":71749,"shareType":"SH","priorValue":1891446,"priorShares":22780},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":5768520,"shares":69092,"shareType":"SH","priorValue":5146110,"priorShares":66582},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":5590705,"shares":13166,"shareType":"SH","priorValue":3991330,"priorShares":13044},{"issuer":"SANDISK CORP","titleOfClass":"COM","cusip":"80004C200","value":5451723,"shares":2845,"shareType":"SH","priorValue":1949907,"priorShares":2497},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":5291062,"shares":17876,"shareType":"SH","priorValue":3991521,"priorShares":15324},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":5267084,"shares":13312,"shareType":"SH","priorValue":4485949,"priorShares":12957},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":5197165,"shares":32269,"shareType":"SH","priorValue":4590500,"priorShares":30183},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTERNATIONAL LR","cusip":"025072364","value":5101413,"shares":64739,"shareType":"SH","priorValue":3207038,"priorShares":40922},{"issuer":"ISHARES TR","titleOfClass":"NEW YORK MUN ETF","cusip":"464288323","value":5070516,"shares":94537,"shareType":"SH","priorValue":3126606,"priorShares":58562},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":4890975,"shares":20206,"shareType":"SH","priorValue":4760037,"priorShares":21122},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":4661929,"shares":20136,"shareType":"SH","priorValue":3249621,"priorShares":1943},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":4557938,"shares":76386,"shareType":"SH","priorValue":3736304,"priorShares":72018},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":4548757,"shares":32822,"shareType":"SH","priorValue":3936568,"priorShares":33042},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":4542871,"shares":24453,"shareType":"SH","priorValue":3463175,"priorShares":24442},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":4438500,"shares":6,"shareType":"SH","priorValue":4323072,"priorShares":6},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":4431513,"shares":23703,"shareType":"SH","priorValue":3316590,"priorShares":22862},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":4428066,"shares":12631,"shareType":"SH","priorValue":3850642,"priorShares":12172},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":4282074,"shares":21855,"shareType":"SH","priorValue":4282015,"priorShares":21044},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":4232202,"shares":32598,"shareType":"SH","priorValue":4639288,"priorShares":32777},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":4156187,"shares":42816,"shareType":"SH","priorValue":3875824,"priorShares":42841},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":4143146,"shares":26048,"shareType":"SH","priorValue":3441497,"priorShares":25432},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":4030029,"shares":27408,"shareType":"SH","priorValue":3905167,"priorShares":26951},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":3977978,"shares":13161,"shareType":"SH","priorValue":3511171,"priorShares":12953},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EUROPE ETF","cusip":"922042874","value":3908217,"shares":44126,"shareType":"SH","priorValue":3733402,"priorShares":43041},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":3865216,"shares":7624,"shareType":"SH","priorValue":2961384,"priorShares":7570},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":3764906,"shares":21343,"shareType":"SH","priorValue":4068945,"priorShares":21095},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":3764496,"shares":64284,"shareType":"SH","priorValue":3902770,"priorShares":65604},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":3753853,"shares":3905,"shareType":"SH","priorValue":3750781,"priorShares":3883},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":3715494,"shares":124933,"shareType":"SH","priorValue":3429810,"priorShares":128698},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":3714540,"shares":9669,"shareType":"SH","priorValue":2753145,"priorShares":9510},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":3689934,"shares":106492,"shareType":"SH","priorValue":3209476,"priorShares":105749},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":3676294,"shares":26112,"shareType":"SH","priorValue":3125445,"priorShares":25309},{"issuer":"RLI CORP","titleOfClass":"COM","cusip":"749607107","value":3633908,"shares":59916,"shareType":"SH"},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":3558360,"shares":32396,"shareType":"SH","priorValue":1688704,"priorShares":28646},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":3550937,"shares":12349,"shareType":"SH","priorValue":3202376,"priorShares":13247},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":3528670,"shares":10279,"shareType":"SH","priorValue":3890165,"priorShares":11572},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":3494945,"shares":28290,"shareType":"SH","priorValue":3185537,"priorShares":25861},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":3447268,"shares":7941,"shareType":"SH","priorValue":3180769,"priorShares":8693},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":3420658,"shares":76679,"shareType":"SH","priorValue":3096392,"priorShares":76662},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":3362502,"shares":17964,"shareType":"SH","priorValue":1929531,"priorShares":4524},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":3329799,"shares":16537,"shareType":"SH","priorValue":3181899,"priorShares":16783},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":3329685,"shares":5056,"shareType":"SH","priorValue":2918084,"priorShares":5064},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":3251693,"shares":13789,"shareType":"SH","priorValue":1496359,"priorShares":13074},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":3234314,"shares":14551,"shareType":"SH","priorValue":2539314,"priorShares":14426},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":3218217,"shares":55448,"shareType":"SH","priorValue":3210728,"priorShares":54950},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":3211155,"shares":32996,"shareType":"SH","priorValue":3648321,"priorShares":39604},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":3204673,"shares":9833,"shareType":"SH","priorValue":1580703,"priorShares":9096},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":3149233,"shares":8666,"shareType":"SH","priorValue":2950645,"priorShares":8435},{"issuer":"PROGRESSIVE CORP","titleOfClass":"COM","cusip":"743315103","value":3067010,"shares":13293,"shareType":"SH","priorValue":1523348,"priorShares":7690},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"EMERGING MKT VAL","cusip":"025072372","value":3056830,"shares":46577,"shareType":"SH","priorValue":2904355,"priorShares":46094},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":3023745,"shares":19980,"shareType":"SH","priorValue":3161277,"priorShares":19558},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":2939694,"shares":6843,"shareType":"SH","priorValue":2631508,"priorShares":6829},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":2928632,"shares":7787,"shareType":"SH","priorValue":3123778,"priorShares":8961},{"issuer":"FIRST TR EXCHANGE-TRADED ALP","titleOfClass":"COM SHS","cusip":"33735K108","value":2839213,"shares":15400,"shareType":"SH","priorValue":2508745,"priorShares":15400},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":2794876,"shares":35554,"shareType":"SH","priorValue":2811106,"priorShares":35476},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":2758019,"shares":35791,"shareType":"SH","priorValue":2681932,"priorShares":37239},{"issuer":"HINGE HEALTH INC","titleOfClass":"CL A","cusip":"433313103","value":2750846,"shares":30978,"shareType":"SH","priorValue":5104172,"priorShares":133303},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":2740587,"shares":6729,"shareType":"SH","priorValue":2534032,"priorShares":6572},{"issuer":"THE CIGNA GROUP","titleOfClass":"COM","cusip":"125523100","value":2704898,"shares":9217,"shareType":"SH","priorValue":2084183,"priorShares":7509},{"issuer":"COUPANG INC","titleOfClass":"CL A","cusip":"22266T109","value":2625777,"shares":139669,"shareType":"SH","priorValue":1214236,"priorShares":61699},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":2606667,"shares":9624,"shareType":"SH","priorValue":2257506,"priorShares":9030},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":2596732,"shares":2506,"shareType":"SH","priorValue":2462362,"priorShares":2459},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":2578226,"shares":11599,"shareType":"SH","priorValue":2469852,"priorShares":11340},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":2567926,"shares":4203,"shareType":"SH","priorValue":1810782,"priorShares":4282},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":2562015,"shares":121250,"shareType":"SH","priorValue":3496915,"priorShares":127858},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":2556944,"shares":10172,"shareType":"SH","priorValue":2989270,"priorShares":10516},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":2545744,"shares":19956,"shareType":"SH","priorValue":2329777,"priorShares":20431},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000VAL","cusip":"92206C714","value":2540509,"shares":23465,"shareType":"SH","priorValue":2460118,"priorShares":25255},{"issuer":"UNITED RENTALS INC","titleOfClass":"COM","cusip":"911363109","value":2517801,"shares":2298,"shareType":"SH","priorValue":1669081,"priorShares":2194},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":2503180,"shares":4725,"shareType":"SH","priorValue":2129902,"priorShares":4256},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":2486876,"shares":18588,"shareType":"SH","priorValue":2177070,"priorShares":18566},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":2446828,"shares":48654,"shareType":"SH","priorValue":2347589,"priorShares":48645},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE PACIFIC ETF","cusip":"922042866","value":2442827,"shares":21470,"shareType":"SH","priorValue":2206650,"priorShares":21032},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":2428788,"shares":12894,"shareType":"SH","priorValue":2136786,"priorShares":12719},{"issuer":"KENVUE INC","titleOfClass":"COM","cusip":"49177J102","value":2413163,"shares":123879,"shareType":"SH","priorValue":1714042,"priorShares":98849},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":2349402,"shares":15220,"shareType":"SH","priorValue":1461808,"priorShares":9862},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS3000IDX","cusip":"92206C599","value":2342173,"shares":7023,"shareType":"SH","priorValue":1747566,"priorShares":5848},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":2332878,"shares":8311,"shareType":"SH","priorValue":1845389,"priorShares":7701},{"issuer":"WELLTOWER INC","titleOfClass":"COM","cusip":"95040Q104","value":2299897,"shares":9931,"shareType":"SH","priorValue":1949490,"priorShares":9524},{"issuer":"WESTERN DIGITAL CORP","titleOfClass":"COM","cusip":"958102105","value":2295968,"shares":3941,"shareType":"SH","priorValue":1275168,"priorShares":3764},{"issuer":"PROFESIONALLY MANAGED PORTFO","titleOfClass":"AKRE FOCUS ETF","cusip":"74316P579","value":2281418,"shares":41375,"shareType":"SH","priorValue":2217066,"priorShares":41557},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":2269413,"shares":11261,"shareType":"SH","priorValue":2173184,"priorShares":11292},{"issuer":"ROYAL CARIBBEAN GROUP","titleOfClass":"COM","cusip":"V7780T103","value":2263006,"shares":7930,"shareType":"SH","priorValue":2239408,"priorShares":8019},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":2237758,"shares":4147,"shareType":"SH","priorValue":2554448,"priorShares":3716},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US LARGE CAP VLU","cusip":"025072349","value":2234347,"shares":24376,"shareType":"SH","priorValue":1719401,"priorShares":20631},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":2233762,"shares":10424,"shareType":"SH","priorValue":1948774,"priorShares":9844},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":2231143,"shares":25365,"shareType":"SH","priorValue":1921337,"priorShares":20403},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":2213443,"shares":11701,"shareType":"SH","priorValue":1478524,"priorShares":11595},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":2204453,"shares":7078,"shareType":"SH","priorValue":1351185,"priorShares":6468},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":2189238,"shares":62711,"shareType":"SH","priorValue":1706037,"priorShares":55771},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":2187663,"shares":5378,"shareType":"SH","priorValue":2904968,"priorShares":6284},{"issuer":"ISHARES TR","titleOfClass":"CORE INTL AGGR","cusip":"46435G672","value":2174252,"shares":43494,"shareType":"SH","priorValue":1812958,"priorShares":36165},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":2160589,"shares":17219,"shareType":"SH","priorValue":2132428,"priorShares":16204},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":2160422,"shares":23000,"shareType":"SH","priorValue":2889223,"priorShares":27899},{"issuer":"CHARTER COMMUNICATIONS INC","titleOfClass":"CL A","cusip":"16119P108","value":2159529,"shares":16519,"shareType":"SH"},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":2149175,"shares":20635,"shareType":"SH","priorValue":1504919,"priorShares":19100},{"issuer":"BOOKING HOLDINGS INC","titleOfClass":"COM","cusip":"09857L108","value":2146182,"shares":12031,"shareType":"SH","priorValue":2409987,"priorShares":13315},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST NUVE HIGH ETF","cusip":"78464A284","value":2141538,"shares":84780,"shareType":"SH","priorValue":2115453,"priorShares":84517},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":2127152,"shares":19508,"shareType":"SH","priorValue":2187933,"priorShares":17473},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"NASD TECH DIV","cusip":"33738R118","value":2101690,"shares":18345,"shareType":"SH","priorValue":1779988,"priorShares":18345},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":2060159,"shares":2556,"shareType":"SH","priorValue":2073527,"priorShares":2380},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":2044788,"shares":52701,"shareType":"SH","priorValue":1905683,"priorShares":52687},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":2020726,"shares":19369,"shareType":"SH","priorValue":2081429,"priorShares":20368},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":2005358,"shares":3450,"shareType":"SH","priorValue":1094046,"priorShares":2954},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":1997448,"shares":5743,"shareType":"SH","priorValue":1790957,"priorShares":5384},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":1991449,"shares":3393,"shareType":"SH","priorValue":1989619,"priorShares":3265},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":1990079,"shares":7014,"shareType":"SH","priorValue":1519409,"priorShares":6550},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":1977830,"shares":12110,"shareType":"SH","priorValue":3069250,"priorShares":17402},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":1947028,"shares":6518,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":1944781,"shares":4708,"shareType":"SH","priorValue":1496216,"priorShares":4036},{"issuer":"BROWN & BROWN INC","titleOfClass":"COM","cusip":"115236101","value":1943874,"shares":28730,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"HIGH YLD MUNIETF","cusip":"92189H409","value":1939855,"shares":37836,"shareType":"SH","priorValue":1914903,"priorShares":37636},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":1932939,"shares":18745,"shareType":"SH","priorValue":1828103,"priorShares":18905},{"issuer":"TRACTOR SUPPLY CO","titleOfClass":"COM","cusip":"892356106","value":1926473,"shares":63308,"shareType":"SH","priorValue":365552,"priorShares":8073},{"issuer":"WISDOMTREE TR","titleOfClass":"US LARGECAP DIVD","cusip":"97717W307","value":1922368,"shares":19616,"shareType":"SH","priorValue":1797218,"priorShares":19616},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":1901414,"shares":9961,"shareType":"SH","priorValue":1571467,"priorShares":9518},{"issuer":"CINTAS CORP","titleOfClass":"COM","cusip":"172908105","value":1889849,"shares":10520,"shareType":"SH","priorValue":1792551,"priorShares":10267}]},"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."}