Hedge Fund Database

LEXAURUM ADVISORS

LEXAURUM ADVISORS, LLC Legal Name

Adviser information for LEXAURUM ADVISORS last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Kansas, United States

Employees

Total Number of Employees 42
Investment Advisory/Research 31
Registered Broker-Dealer Representatives 4
Registered State Investment Advisers 25
Licensed Agents of an Insurance Company 20
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,684 $684.5M
Non-Discretionary 334 $99.8M
Total 4,018 $784.2M

Clients

Type Number RAUM
Individuals 1,437 $321.0M
HNW Individuals 225 $447.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 17 $7.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 23 $8.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 44
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed feesMONTHLY FEE

Identifiers

SEC RIA File Number 801-107738
SEC ERA File Number 801-107738
SEC CIK Numbers 1729677
SEC CRD Numbers 283653
Legal Entity Identifier None

Principal Office

16010 METCALF AVENUE, SUITE 101
OVERLAND PARK
KS
United States
Monday - Friday, BY APPOINTMENT
Tel: 913-261-9316, Fax: 844-853-0766

Websites

www.tdcwealthmgmt.com www.linkedin.com/company/carpenter-associates-financial/about/ www.geminifa.com www.integrativeok.com www.kowitzfinancialgroup.com www.wealthcharterretirement.com www.persingerplanning.com omalleyboldtins.com harshaadvisorygroup.com www.lazorinsurance.com www.facebook.com/jr-hassen-wealth-management-123128062413835 www.mcarpenterandassociates.com/ www.spiceradvisors.com www.lex-aurum.com www.facebook.com/harshaadvisorygroup/ www.kirkwoodgrp.com www.wileyfinancial.com www.facebook.com/wealthcharter www.linkedin.com/company/the-masters-group-inc/about/ www.jrhassen.com www.ewealthgroup.com www.stapffinancial.com

Chief Compliance Officer

JON STANFIELD
16010 METCALF AVENUE, SUITE 101
OVERLAND PARK
KS
United States
Tel: 913-827-3729
Fax: 844-853-0766
(Full email address available in API data)

Regulatory Contact

PETER HUGHES
PRESIDENT
16010 METCALF AVENUE, SUITE 101
OVERLAND PARK
KS
United States
Tel: 913-261-9316
Fax: 844-853-0766
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HUGHES, PETER, WELLINGTON Individual – CEO 04/2016 > 75%
HAWKINS, TIMOTHY, JOHN Individual – MEMBER 01/2017 5-10%
STANFIELD, JON, MICHAEL Individual – CHIEF COMPLIANCE OFFICER 09/2018 5-10%

No. Employees, Historic

50250201920202021202220232024202520 on 9/16/201920 on 12/12/201920 on 1/2/202020 on 2/21/202020 on 3/10/202030 on 3/27/202030 on 6/12/202030 on 7/31/202030 on 11/9/202030 on 12/15/202039 on 3/9/202139 on 4/13/202139 on 4/15/202139 on 4/27/202139 on 5/27/202139 on 6/1/202139 on 11/17/202135 on 3/17/202235 on 4/19/202235 on 5/2/202235 on 7/27/202235 on 9/16/202235 on 10/14/202235 on 11/29/202235 on 12/2/202235 on 12/6/202242 on 2/14/202342 on 5/31/202342 on 9/4/202342 on 9/18/202342 on 2/5/202442 on 3/19/2024

RAUM, Historic

800M400M02019202020212022202320242025315478702 on 9/16/2019315478702 on 12/12/2019315478702 on 1/2/2020315478702 on 2/21/2020315478702 on 3/10/2020420747474 on 3/27/2020420747474 on 6/12/2020420747474 on 7/31/2020420747474 on 11/9/2020420747474 on 12/15/2020549057008 on 3/9/2021549057008 on 4/13/2021549057008 on 4/15/2021549057008 on 4/27/2021549057008 on 5/27/2021549057008 on 6/1/2021549057008 on 11/17/2021675873718 on 3/17/2022675873718 on 4/19/2022675873718 on 5/2/2022675873718 on 7/27/2022675873718 on 9/16/2022675873718 on 10/14/2022675873718 on 11/29/2022675873718 on 12/2/2022675873718 on 12/6/2022604128786 on 2/14/2023604128786 on 5/31/2023604128786 on 9/4/2023604128786 on 9/18/2023784247517 on 2/5/2024784247517 on 3/19/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025846 on 9/16/2019846 on 12/12/2019846 on 1/2/2020846 on 2/21/2020846 on 3/10/2020987 on 3/27/2020987 on 6/12/2020987 on 7/31/2020987 on 11/9/2020987 on 12/15/20201357 on 3/9/20211357 on 4/13/20211357 on 4/15/20211357 on 4/27/20211357 on 5/27/20211357 on 6/1/20211357 on 11/17/20211307 on 3/17/20221307 on 4/19/20221307 on 5/2/20221307 on 7/27/20221307 on 9/16/20221307 on 10/14/20221307 on 11/29/20221307 on 12/2/20221307 on 12/6/20221462 on 2/14/20231462 on 5/31/20231462 on 9/4/20231462 on 9/18/20231702 on 2/5/20241702 on 3/19/2024

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC IRELAND SHS CLASS A 393K 1K –
ALLIANT ENERGY CORP COM 235K 5K –
ALPHABET INC CAP STK CL A 1M 8K –
ALPHABET INC CAP STK CL C 2M 11K –
AMAZON COM INC COM 4M 23K –
AMERICAN CENTY ETF TR AVANTIS CORE FI 9M 227K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 3M 56K –
AMERICAN CENTY ETF TR AVANTIS RESPON U 271K 4K –
AMERICAN CENTY ETF TR AVANTIS US MID C 312K 5K –
AMERICAN CENTY ETF TR AVANTIS US MID C 462K 8K –
AMERICAN CENTY ETF TR AVANTIS US SMALL 1M 22K –
AMERICAN CENTY ETF TR INTL EQT ETF 1M 23K –
AMERICAN CENTY ETF TR INTL SMCP VLU 1M 17K –
AMERICAN CENTY ETF TR US EQT ETF 12M 131K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 750K 12K –
AMERICAN CENTY ETF TR US SML CP VALU 4M 48K –
AMERICAN ELEC PWR CO INC COM 411K 5K –
AMERICAS GOLD AND SILVER COR COM 2K 10K –
AMETEK INC COM 436K 3K –
AMGEN INC COM 379K 1K –
APPLE INC COM 15M 69K –
APPLIED MATLS INC COM 273K 1K –
AT&T INC COM 772K 40K –
B. RILEY FINANCIAL INC COM 413K 23K –
BANK AMERICA CORP 7.25%CNV PFD L 3M 2K –
BANK AMERICA CORP COM 843K 21K –
BERKSHIRE HATHAWAY INC DEL CL A 13M 21 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 10M 24K –
BEST BUY INC COM 209K 2K –
BLACKROCK ETF TRUST US EQT FACTOR 648K 14K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 249K 5K –
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 1M 60K –
BLACKROCK MUNIYIELD QUALITY COM 126K 12K –
BLACKROCK TAX MUNICPAL BD TR SHS 331K 20K –
BLACKSTONE INC COM 618K 5K –
BNY MELLON STRATEGIC MUN BD COM 102K 17K –
BOEING CO COM 726K 4K –
BROADCOM INC COM 1M 849 –
CAMBRIA ETF TR EMRG SHAREHLDR 2M 45K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 354K 12K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 549K 17K –
CASEYS GEN STORES INC COM 487K 1K –
CATERPILLAR INC COM 1M 3K –
CHEVRON CORP NEW COM 1M 9K –
CISCO SYS INC COM 680K 14K –
CITIGROUP INC COM NEW 386K 6K –
COCA COLA CO COM 282K 4K –
COHEN & STEERS INFRASTRUCTUR COM 550K 24K –
COHEN & STEERS LTD DURATION COM 1M 60K –
COHEN & STEERS REAL ESTATE O SHS BENFIN INT 2M 125K –
COHEN & STEERS REIT & PFD & COM 239K 12K –
COHEN & STEERS TAX ADVAN PFD COM 635K 32K –
COINBASE GLOBAL INC COM CL A 2M 10K –
COLGATE PALMOLIVE CO COM 209K 2K –
CONOCOPHILLIPS COM 411K 4K –
COSTCO WHSL CORP NEW COM 1M 2K –
CSX CORP COM 276K 8K –
CUMMINS INC COM 292K 1K –
CVS HEALTH CORP COM 345K 6K –
DEERE & CO COM 595K 2K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 2M 49K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 2M 55K –
DISNEY WALT CO COM 922K 9K –
EATON VANCE MUNI INCOME TRUS SH BEN INT 170K 16K –
ELEVANCE HEALTH INC COM 210K 387 –
ELI LILLY & CO COM 994K 1K –
EMERSON ELEC CO COM 510K 5K –
ENERGY TRANSFER L P COM UT LTD PTN 2M 99K –
ENTERPRISE PRODS PARTNERS L COM 291K 10K –
EXXON MOBIL CORP COM 877K 8K –
FEDEX CORP COM 238K 793 –
FIDELITY COVINGTON TRUST CONSMR STAPLES 213K 4K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 433K 6K –
FIRST CTZNS BANCSHARES INC N CL A 263K 156 –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 254K 3K –
FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 300K 6K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 7M 149K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 3M 32K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 258K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 5M 201K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 3M 123K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 8M 178K –
FIRST TR EXCHNG TRADED FD VI VEST NASDAQ 100 353K 17K –
FIRST TR VALUE LINE DIVID IN SHS 355K 9K –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 215K 2K –
FIVE POINT HOLDINGS LLC COM CL A 301K 103K –
FORD MTR CO DEL COM 347K 28K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 113K 18K –
FS KKR CAP CORP COM 802K 41K –
FUEL TECH INC COM 12K 12K –
GARMIN LTD SHS 405K 2K –
GE AEROSPACE COM NEW 436K 3K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 648K 8K –
GENERAL MTRS CO COM 341K 7K –
GOLD RESOURCE CORP COM 4K 10K –
GOLDMAN SACHS ETF TR ACTIVEBETA INT 11M 330K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 18M 168K –
GRANITESHARES GOLD TR SHS BEN INT 216K 9K –
HEARTLAND EXPRESS INC COM 160K 13K –
HOME DEPOT INC COM 832K 2K –
INTEL CORP COM 360K 12K –
INTERNATIONAL BUSINESS MACHS COM 720K 4K –
INTUITIVE SURGICAL INC COM NEW 432K 970 –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 2M 11K –
INVESCO EXCHANGE TRADED FD T INVESCO MSCI 259K 7K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1M 7K –
INVESCO EXCHANGE TRADED FD T WATER RES ETF 948K 15K –
INVESCO MUN OPPORTUNITY TR COM 151K 15K –
INVESCO QQQ TR UNIT SER 1 6M 13K –
ISHARES BITCOIN TR SHS 437K 13K –
ISHARES INC CORE MSCI EMKT 375K 7K –
ISHARES INC ESG AWR MSCI EM 220K 7K –
ISHARES INC MSCI BRAZIL ETF 205K 7K –
ISHARES INC MSCI EMRG CHN 582K 10K –
ISHARES SILVER TR ISHARES 572K 22K –
ISHARES TR 0-5YR INVT GR CP 364K 7K –
ISHARES TR 10+ YR INVST GRD 1M 24K –
ISHARES TR 10-20 YR TRS ETF 963K 9K –
ISHARES TR 20 YR TR BD ETF 1M 14K –
ISHARES TR 7-10 YR TRSY BD 974K 10K –
ISHARES TR CMBS ETF 238K 5K –
ISHARES TR CORE DIV GRWTH 4M 65K –
ISHARES TR CORE INTL AGGR 493K 10K –
ISHARES TR CORE S&P MCP ETF 395K 7K –
ISHARES TR CORE S&P SCP ETF 424K 4K –
ISHARES TR CORE S&P TTL STK 981K 8K –
ISHARES TR CORE S&P500 ETF 1M 2K –
ISHARES TR CORE TOTAL USD 1M 33K –
ISHARES TR CORE US AGGBD ET 299K 3K –
ISHARES TR EAFE GRWTH ETF 683K 7K –
ISHARES TR EAFE VALUE ETF 579K 11K –
ISHARES TR ESG AWRE 1 5 YR 315K 13K –
ISHARES TR ESG AWRE USD ETF 506K 22K –
ISHARES TR FALN ANGLS USD 620K 24K –
ISHARES TR FLTG RATE NT ETF 551K 11K –
ISHARES TR HDG MSCI EAFE 1M 36K –
ISHARES TR IBOXX INV CP ETF 1M 14K –
ISHARES TR INTL EQTY FACTOR 573K 20K –
ISHARES TR JPMORGAN USD EMG 1M 16K –
ISHARES TR MBS ETF 796K 9K –
ISHARES TR MRGSTR MD CP GRW 414K 6K –
ISHARES TR MSCI ACWI ETF 5M 46K –
ISHARES TR MSCI INTL MOMENT 253K 7K –
ISHARES TR MSCI USA ESG SLC 287K 3K –
ISHARES TR MSCI USA MIN VOL 311K 4K –
ISHARES TR MSCI USA QLT FCT 1M 8K –
ISHARES TR NATIONAL MUN ETF 208K 2K –
ISHARES TR RUS 1000 ETF 215K 723 –
ISHARES TR RUS TP200 GR ETF 518K 2K –
ISHARES TR RUSSELL 2000 ETF 334K 2K –
ISHARES TR S&P 500 GRWT ETF 834K 9K –
ISHARES TR S&P 500 VAL ETF 462K 3K –
ISHARES TR S&P MC 400GR ETF 551K 6K –
ISHARES TR S&P MC 400VL ETF 244K 2K –
ISHARES TR SELECT DIVID ETF 524K 4K –
ISHARES TR TIPS BD ETF 426K 4K –
ISHARES TR U.S. MED DVC ETF 346K 6K –
ISHARES TR U.S. TECH ETF 662K 4K –
ISHARES TR US AER DEF ETF 875K 7K –
ISHARES TR US CONSUM DISCRE 230K 3K –
IVANHOE ELECTRIC INC COM 461K 49K –
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 2M 24K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 2M 36K –
J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 5M 83K –
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 1M 25K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 2M 29K –
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 3M 71K –
J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 1M 10K –
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 1M 25K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 11M 219K –
JOHNSON & JOHNSON COM 8M 55K –
JPMORGAN CHASE & CO. COM 2M 8K –
KRANESHARES TRUST QUADRTC INT RT 435K 24K –
KROGER CO COM 234K 5K –
LAM RESEARCH CORP COM 294K 276 –
LEGG MASON ETF INVT FRANKLIN INTL LW 393K 13K –
LOCKHEED MARTIN CORP COM 210K 450 –
MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 2M 72K –
MARTIN MARIETTA MATLS INC COM 365K 673 –
MERCK & CO INC COM 1M 11K –
META PLATFORMS INC CL A 923K 2K –
MICROSOFT CORP COM 7M 15K –
MORGAN STANLEY COM NEW 663K 7K –
NETFLIX INC COM 346K 512 –
NGL ENERGY PARTNERS LP COM UNIT REPST 148K 29K –
NIKE INC CL B 1M 18K –
NORFOLK SOUTHN CORP COM 294K 1K –
NUSHARES ETF TR NUVEEN ESG LRGCP 403K 5K –
NUSHARES ETF TR NUVEEN ESG LRGVL 218K 6K –
NUSHARES ETF TR NUVEEN ESG SMLCP 311K 8K –
NUSHARES ETF TR NUVEEN ESG US 530K 24K –
NUVEEN AMT FREE MUN CR INC F COM 199K 16K –
NUVEEN AMT FREE QLTY MUN INC COM 332K 29K –
NUVEEN PFD & INCOME OPPORTUN COM 160K 21K –
NVIDIA CORPORATION COM 7M 53K –
NXP SEMICONDUCTORS N V COM 296K 1K –
ONEOK INC NEW COM 2M 24K –
ORACLE CORP COM 278K 2K –
PACKAGING CORP AMER COM 228K 1K –
PEPSICO INC COM 403K 2K –
PFIZER INC COM 352K 13K –
PHILLIPS EDISON & CO INC COMMON STOCK 262K 8K –
PIMCO ETF TR ACTIVE BD ETF 1M 12K –
PIMCO ETF TR ENHAN SHRT MA AC 890K 9K –
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 4M 93K –
PRECIGEN INC COM 381K 241K –
PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 219K 12K –
PROCTER AND GAMBLE CO COM 988K 6K –
QUALCOMM INC COM 390K 2K –
REALTY INCOME CORP COM 232K 4K –
ROYAL BK CDA COM 207K 2K –
RTX CORPORATION COM 748K 7K –
RUMBLE INC COM CL A 56K 10K –
SALESFORCE INC COM 260K 1K –
SCHLUMBERGER LTD COM STK 611K 13K –
SCHWAB CHARLES CORP COM 895K 12K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 4M 85K –
SCHWAB STRATEGIC TR US AGGREGATE B 1M 29K –
SCHWAB STRATEGIC TR US BRD MKT ETF 239K 4K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 6M 78K –
SCHWAB STRATEGIC TR US LCAP GR ETF 244K 2K –
SCHWAB STRATEGIC TR US MID-CAP ETF 6M 80K –
SELECT SECTOR SPDR TR ENERGY 305K 3K –
SELECT SECTOR SPDR TR RL EST SEL SEC 1M 37K –
SELECT SECTOR SPDR TR SBI CONS STPLS 433K 6K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 381K 3K –
SELECT SECTOR SPDR TR SBI INT-UTILS 325K 5K –
SELECT SECTOR SPDR TR TECHNOLOGY 283K 1K –
SHOPIFY INC CL A 435K 7K –
SINCLAIR INC CL A 263K 20K –
SPDR DOW JONES INDL AVERAGE UT SER 1 1M 3K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 2M 65K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 6M 147K –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
SPDR SER TR PORTFOLI S&P1500 1M 21K –
SPDR SER TR PORTFOLIO AGRGTE 573K 23K –
SPDR SER TR PORTFOLIO S&P500 3M 42K –
SPDR SER TR PORTFOLIO S&P600 583K 14K –
SPDR SER TR PORTFOLIO SHORT 290K 10K –
SPDR SER TR PRTFLO S&P500 GW 5M 64K –
SPDR SER TR PRTFLO S&P500 HI 788K 20K –
SPDR SER TR S&P 400 MDCP GRW 479K 6K –
SPDR SER TR S&P 400 MDCP VAL 495K 7K –
SPDR SER TR S&P 600 SMCP GRW 1M 12K –
SPDR SER TR S&P 600 SMCP VAL 733K 9K –
SPDR SER TR S&P DIVID ETF 575K 5K –
SPROTT PHYSICAL GOLD TR UNIT 209K 12K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 257K 6K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 290K 7K –
STARBUCKS CORP COM 527K 7K –
TARGET CORP COM 311K 2K –
TESLA INC COM 1M 7K –
TEUCRIUM COMMODITY TR SOYBEAN FD 237K 10K –
THERMO FISHER SCIENTIFIC INC COM 335K 605 –
TMC THE METALS COMPANY INC COM 21K 16K –
T-MOBILE US INC COM 434K 2K –
TRANSOCEAN LTD REGISTERED SHS 66K 12K –
TRUIST FINL CORP COM 280K 7K –
UNITED PARCEL SERVICE INC CL B 316K 2K –
UNITEDHEALTH GROUP INC COM 5M 10K –
VANECK ETF TRUST EMERGING MRKT HI 1M 57K –
VANECK ETF TRUST GOLD MINERS ETF 1M 40K –
VANECK ETF TRUST JUNIOR GOLD MINE 244K 6K –
VANECK ETF TRUST RARE EARTH AND S 213K 5K –
VANGUARD BD INDEX FDS INTERMED TERM 4M 52K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 218K 3K –
VANGUARD INDEX FDS MID CAP ETF 1M 5K –
VANGUARD INDEX FDS S&P 500 ETF SHS 913K 2K –
VANGUARD INDEX FDS SMALL CP ETF 359K 2K –
VANGUARD INDEX FDS SML CP GRW ETF 2M 7K –
VANGUARD INDEX FDS TOTAL STK MKT 14M 50K –
VANGUARD INDEX FDS VALUE ETF 435K 3K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 328K 6K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 249K 6K –
VANGUARD MALVERN FDS STRM INFPROIDX 234K 5K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 215K 3K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 13K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 237K 5K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 888K 7K –
VANGUARD WORLD FD CONSUM DIS ETF 520K 2K –
VANGUARD WORLD FD CONSUM STP ETF 1M 7K –
VANGUARD WORLD FD ESG INTL STK ETF 522K 9K –
VANGUARD WORLD FD ESG US STK ETF 511K 5K –
VANGUARD WORLD FD HEALTH CAR ETF 532K 2K –
VANGUARD WORLD FD INF TECH ETF 685K 1K –
VERIZON COMMUNICATIONS INC COM 462K 11K –
VICTORY PORTFOLIOS II CORE INTRMEDIATE 427K 20K –
VICTORY PORTFOLIOS II VCSHS US 500 ENH 545K 8K –
VICTORY PORTFOLIOS II VICTORYSHS US 558K 12K –
VISA INC COM CL A 541K 2K –
WALGREENS BOOTS ALLIANCE INC COM 630K 52K –
WALMART INC COM 671K 10K –
WELLS FARGO CO NEW COM 1M 18K –
WELLS FARGO CO NEW PERP PFD CNV A 1M 859 –
WEST BANCORPORATION INC CAP STK 542K 30K –
WISDOMTREE TR ITL HDG QTLY DIV 664K 15K –
WISDOMTREE TR US QTLY DIV GRT 1M 13K –
WP CAREY INC COM 246K 4K –
X4 PHARMACEUTICALS INC COM 9K 16K –