Hedge Fund Database

AVEO CAPITAL PARTNERS, LLC

Adviser information for AVEO CAPITAL PARTNERS, LLC last updated from Form ADV on March 28th, 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 Colorado, United States

Employees

Total Number of Employees 33
Investment Advisory/Research 22
Registered Broker-Dealer Representatives 10
Registered State Investment Advisers 22
Licensed Agents of an Insurance Company 14
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,941 $1.3B
Non-Discretionary 172 $189.1M
Total 4,113 $1.5B

Clients

Type Number RAUM
Individuals 890 $278.1M
HNW Individuals 428 $1.0B
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 59 $156.0M
Charitable organizations 8 $6.9M
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses 12 $48.7M
Other <5 $0
Type Number
No. of Non-RAUM Clients 0
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 servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-72359
SEC ERA File Number 801-72359
SEC CIK Numbers 1576584
SEC CRD Numbers 157728
Legal Entity Identifier None

Principal Office

9635 MAROON CIRCLE
SUITE 440
ENGLEWOOD
CO
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (303) 552-0945, Fax: None

Websites

www.linkedin.com/company/toro-west-capital-advisors/about/ www.linkedin.com/company/legacy-wealth-partners-llc/ www.torowestcapital.com/ www.aveocapital.com/ www.linkedin.com/company/aveo-capital lwp-llc.com/

Chief Compliance Officer

ANDY ARMSTRONG
CHIEF COMPLIANCE OFFICER
255 EAST 5TH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: 513-832-5385
(Full email address available in API data)

Regulatory Contact

KEYS TINNEY
MANAGING MEMBER
9635 MAROON CIRCLE
SUITE 440
ENGLEWOOD
CO
United States
Tel: (303) 552-0940

Industry Affiliates

AXCENT PRIVATE CAPITAL, LLC Other investment adviser, including financial planners
BLUE SKY ASSET MANAGEMENT, LLC Other investment adviser, including financial planners
BRHT MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
AVEO CAPITAL HOLDINGS, LLC Domestic Entity – MEMBER 04/2011 50-75%
TINNEY, KEYS, ERICSON Individual – MANAGER 04/2011 < 5%
TINNEY, KEYS, ERICSON Individual AVEO CAPITAL HOLDINGS, LLC MANAGING MEMBER 02/2011 > 75%
ACA HOLDINGS, LLC Domestic Entity – MEMBER 12/2011 25-50%
BEERMANN, MICHAEL, WALTER Individual ACA HOLDINGS, LLC MANAGING MEMBER 12/2011 25-50%
RORICK, BRIAN, PATRICK Individual ACA HOLDINGS, LLC MANAGING MEMBER 12/2011 25-50%
RIA HOLDINGS, LLC Domestic Entity – MEMBER 09/2012 10-25%
HENDERSON, PATRICK, SEAN Individual RIA HOLDINGS, LLC MEMBER 09/2012 > 75%
ARMSTRONG, ANDY, JOHN Individual – CHIEF COMPLIANCE OFFICER 05/2018 < 5%

No. Employees, Historic

40200201920202021202220232024202517 on 8/12/201917 on 11/5/201917 on 3/10/202017 on 4/16/202017 on 6/26/202017 on 7/16/202022 on 3/22/202123 on 3/15/202223 on 5/18/202223 on 9/12/202223 on 9/13/202223 on 10/26/202223 on 10/26/202223 on 3/23/202323 on 4/6/202333 on 3/28/202433 on 3/28/2024

RAUM, Historic

2B1B02019202020212022202320242025660008598 on 8/12/2019660008598 on 11/5/2019767800287 on 3/10/2020767800287 on 4/16/2020767800287 on 6/26/2020767800287 on 7/16/20201027745172 on 3/22/20211453324190 on 3/15/20221453324190 on 5/18/20221453324190 on 9/12/20221453324190 on 9/13/20221453324190 on 10/26/20221453324190 on 10/26/20221314556813 on 3/23/20231314556813 on 4/6/20231513251107 on 3/28/20241513251107 on 3/28/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025953 on 8/12/2019953 on 11/5/20191009 on 3/10/20201009 on 4/16/20201009 on 6/26/20201009 on 7/16/20201102 on 3/22/20211274 on 3/15/20221274 on 5/18/20221274 on 9/12/20221274 on 9/13/20221274 on 10/26/20221274 on 10/26/20221354 on 3/23/20231354 on 4/6/20231397 on 3/28/20241397 on 3/28/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 343K 3K 0
ABBVIE INC COM 557K 3K 0
ACCENTURE PLC IRELAND SHS CLASS A 347K 1K 0
ADOBE INC COM 506K 910 0
ADVANCED MICRO DEVICES INC COM 421K 3K 0
AGNC INVT CORP COM 432K 45K 0
ALPHABET INC CAP STK CL A 2M 11K 0
ALPHABET INC CAP STK CL C 1M 6K 0
ALPS ETF TR ALERIAN MLP 1M 27K 0
ALPS ETF TR EQUAL SEC ETF 6M 49K 0
ALPS ETF TR ALERIAN ENERGY 231K 9K 0
ALTRIA GROUP INC COM 492K 11K 0
AMAZON COM INC COM 4M 18K 0
AMERICAN CENTY ETF TR US SML CP VALU 6M 62K 0
AMERICAN CENTY ETF TR DIVERSIFID CRP 262K 6K 0
AMERICAN CENTY ETF TR AVANTIS CORE FI 9M 228K 0
AMERICAN CENTY ETF TR INTERNATIONAL LR 6M 110K 0
AMERICAN CENTY ETF TR INTL SMCP VLU 6M 88K 0
AMERICAN CENTY ETF TR US LARGE CAP VLU 530K 8K 0
AMERICAN CENTY ETF TR AVANTIS ALL EQT 2M 22K 0
AMERICAN CENTY ETF TR AVANTIS US SMALL 8M 158K 0
AMERICAN CENTY ETF TR FOCUSED LRG CAP 204K 3K 0
AMERICAN ELEC PWR CO INC COM 204K 2K 0
AMERICAN TOWER CORP NEW COM 322K 2K 0
AMERICAN WTR WKS CO INC NEW COM 303K 2K 0
AMGEN INC COM 708K 2K 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 317K 5K 0
AON PLC SHS CL A 358K 1K 0
APPLE INC COM 6M 29K 0
APPLIED MATLS INC COM 235K 994 0
ASML HOLDING N V N Y REGISTRY SHS 509K 498 0
AT&T INC COM 496K 26K 0
BANK AMERICA CORP COM 250K 6K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K 0
BLACKROCK ETF TRUST US EQT FACTOR 463K 10K 0
BOEING CO COM 6M 30K 0
BOSTON SCIENTIFIC CORP COM 882K 11K 0
BROADCOM INC COM 750K 467 0
CAMBRIA ETF TR SHSHLD YIELD ETF 2M 27K 0
CARRIER GLOBAL CORPORATION COM 284K 5K 0
CATERPILLAR INC COM 221K 664 0
CHEVRON CORP NEW COM 2M 13K 0
CINTAS CORP COM 716K 1K 0
CISCO SYS INC COM 280K 6K 0
COCA COLA CO COM 536K 8K 0
COMCAST CORP NEW CL A 278K 7K 0
COSTCO WHSL CORP NEW COM 1M 1K 0
D R HORTON INC COM 507K 4K 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 360K 6K 0
DIMENSIONAL ETF TRUST EMERGING MKTS VA 7M 272K 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 37M 993K 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 6M 193K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 7M 210K 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 11M 350K 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 5M 146K 0
DIMENSIONAL ETF TRUST CORE FIXED INCOM 2M 41K 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 19M 725K 0
DIMENSIONAL ETF TRUST EMERGING MKTS CO 2M 70K 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 2M 68K 0
DIMENSIONAL ETF TRUST INTL CORE EQUITY 15M 571K 0
DIREXION SHS ETF TR DAILY REGIONAL 4M 64K 0
DISNEY WALT CO COM 474K 5K 0
DOUBLELINE ETF TRUST OPPORTUNISTIC BD 457K 10K 0
DUKE ENERGY CORP NEW COM NEW 357K 4K 0
EA SERIES TRUST GADSDN DYN MLT 210K 7K 0
ELI LILLY & CO COM 2M 2K 0
ENERGY TRANSFER L P COM UT LTD PTN 605K 37K 0
ENTERGY CORP NEW COM 215K 2K 0
ENTERPRISE PRODS PARTNERS L COM 326K 11K 0
EOG RES INC COM 306K 2K 0
ETF SER SOLUTIONS LHA MKT ST ALP 914K 38K 0
EXXON MOBIL CORP COM 3M 27K 0
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 4M 33K 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 208K 4K 0
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 394K 30K 0
FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 255K 4K 0
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 327K 11K 0
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 2M 35K 0
FIRST TR MORNINGSTAR DIVID L SHS 226K 6K 0
FISERV INC COM 326K 2K 0
FORD MTR CO DEL COM 261K 21K 0
GOLDMAN SACHS ETF TR ACCES TREASURY 8M 85K 0
GOLDMAN SACHS GROUP INC COM 239K 529 0
GOLDMAN SACHS PHYSICAL GOLD UNIT 1M 63K 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 405K 8K 0
GREYSTONE HOUSING IMPACT INV BEN UNIT CTF 503K 34K 0
HCA HEALTHCARE INC COM 439K 1K 0
HOME DEPOT INC COM 897K 3K 0
INTERNATIONAL BUSINESS MACHS COM 382K 2K 0
INTERNATIONAL PAPER CO COM 208K 5K 0
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 637K 7K 0
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 5M 197K 0
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 3M 84K 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 22M 114K 0
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 4M 45K 0
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 294K 16K 0
INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV 3M 25K 0
INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 24M 516K 0
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 4M 38K 0
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 2M 110K 0
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 9M 88K 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 543K 14K 0
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 447K 9K 0
INVESCO QQQ TR UNIT SER 1 12M 26K 0
ISHARES BITCOIN TR SHS 708K 21K 0
ISHARES GOLD TR ISHARES NEW 10M 235K 0
ISHARES INC MSCI EMRG CHN 622K 11K 0
ISHARES INC CORE MSCI EMKT 1M 24K 0
ISHARES TR U.S. ENERGY ETF 722K 15K 0
ISHARES TR U.S. TECH ETF 367K 2K 0
ISHARES TR S&P 100 ETF 22M 81K 0
ISHARES TR IBOXX INV CP ETF 306K 3K 0
ISHARES TR 3 7 YR TREAS BD 1M 12K 0
ISHARES TR MSCI USA QLT FCT 456K 3K 0
ISHARES TR MSCI USA MIN VOL 297K 4K 0
ISHARES TR CORE MSCI PAC 362K 6K 0
ISHARES TR SELECT DIVID ETF 262K 2K 0
ISHARES TR NATIONAL MUN ETF 2M 16K 0
ISHARES TR AGGRES ALLOC ETF 5M 62K 0
ISHARES TR IBOXX HI YD ETF 949K 12K 0
ISHARES TR USD INV GRDE ETF 4M 84K 0
ISHARES TR MSCI EAFE ETF 4M 46K 0
ISHARES TR S&P 500 GRWT ETF 1M 11K 0
ISHARES TR FALN ANGLS USD 494K 19K 0
ISHARES TR CORE MSCI EAFE 10M 139K 0
ISHARES TR S&P 500 VAL ETF 345K 2K 0
ISHARES TR RUS MID CAP ETF 4M 47K 0
ISHARES TR U.S. UTILITS ETF 220K 3K 0
ISHARES TR CORE S&P MCP ETF 787K 13K 0
ISHARES TR CORE MSCI INTL 712K 11K 0
ISHARES TR RUS 1000 GRW ETF 594K 2K 0
ISHARES TR MSCI EMG MKT ETF 2M 54K 0
ISHARES TR RUSSELL 2000 ETF 202K 997 0
ISHARES TR CORE US AGGBD ET 15M 152K 0
ISHARES TR 0-3 MNTH TREASRY 22M 217K 0
ISHARES TR GRWT ALLOCAT ETF 8M 139K 0
ISHARES TR CONSER ALLOC ETF 574K 16K 0
ISHARES TR CORE TOTAL USD 952K 21K 0
ISHARES TR FLTG RATE NT ETF 593K 12K 0
ISHARES TR 1 3 YR TREAS BD 1M 15K 0
ISHARES TR GOV/CRED BD ETF 4M 35K 0
ISHARES TR RUS 1000 VAL ETF 5M 26K 0
ISHARES TR RUS MDCP VAL ETF 584K 5K 0
ISHARES TR TRS FLT RT BD 645K 13K 0
ISHARES TR U.S. REAL ES ETF 408K 5K 0
ISHARES TR EAFE GRWTH ETF 410K 4K 0
ISHARES TR 0-5YR HI YL CP 616K 15K 0
ISHARES TR MRGSTR SM CP ETF 1M 20K 0
ISHARES TR CORE MSCI EURO 382K 7K 0
ISHARES TR HDG MSCI EAFE 458K 13K 0
ISHARES TR TIPS BD ETF 8M 74K 0
ISHARES TR 7-10 YR TRSY BD 11M 122K 0
ISHARES TR CORE S&P SCP ETF 2M 19K 0
ISHARES TR INTRM GOV CR ETF 4M 35K 0
ISHARES TR JPMORGAN USD EMG 396K 4K 0
ISHARES TR US REGNL BKS ETF 299K 7K 0
ISHARES TR GLOBAL 100 ETF 2M 16K 0
ISHARES TR CORE S&P500 ETF 36M 66K 0
ISHARES TR MODERT ALLOC ETF 2M 39K 0
ISHARES TR SHORT TREAS BD 686K 6K 0
ISHARES TR BROAD USD HIGH 24M 662K 0
ISHARES TR 20 YR TR BD ETF 3M 30K 0
ISHARES TR EAFE VALUE ETF 959K 18K 0
ISHARES TR MBS ETF 283K 3K 0
ISHARES U S ETF TR BLACKROCK SHORT 1M 21K 0
J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF 6M 123K 0
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 3M 66K 0
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 484K 8K 0
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 14M 269K 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 225K 4K 0
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 559K 11K 0
JACOBS SOLUTIONS INC COM 241K 2K 0
JOHNSON & JOHNSON COM 1M 9K 0
JPMORGAN CHASE & CO. COM 1M 6K 0
LINDE PLC SHS 263K 600 0
LOCKHEED MARTIN CORP COM 461K 986 0
MARSH & MCLENNAN COS INC COM 268K 1K 0
MASTERCARD INCORPORATED CL A 442K 1K 0
MCDONALDS CORP COM 448K 2K 0
MERCK & CO INC COM 602K 5K 0
META PLATFORMS INC CL A 820K 2K 0
METLIFE INC COM 211K 3K 0
MICROSOFT CORP COM 8M 18K 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 218K 20K 0
NETFLIX INC COM 393K 583 0
NEXTERA ENERGY INC COM 375K 5K 0
NIKE INC CL B 1M 15K 0
NOVO-NORDISK A S ADR 435K 3K 0
NVIDIA CORPORATION COM 6M 45K 0
NXP SEMICONDUCTORS N V COM 415K 2K 0
ORACLE CORP COM 262K 2K 0
OTIS WORLDWIDE CORP COM 256K 3K 0
PACER FDS TR US CASH COWS 100 6M 114K 0
PACER FDS TR CASH COWS ETF 4M 107K 0
PACER FDS TR US EXPORT LEAD 6M 114K 0
PALO ALTO NETWORKS INC COM 244K 720 0
PARKER-HANNIFIN CORP COM 228K 451 0
PEPSICO INC COM 900K 5K 0
PFIZER INC COM 224K 8K 0
PHILIP MORRIS INTL INC COM 209K 2K 0
PIMCO ETF TR 0-5 HIGH YIELD 280K 3K 0
PIMCO ETF TR MULTISECTOR BD 14M 536K 0
PIMCO ETF TR ENHAN SHRT MA AC 1M 14K 0
POWERSHARES ACTIVELY MANAGED VAR RATE INVT 536K 21K 0
PROCTER AND GAMBLE CO COM 1M 6K 0
PROSHARES TR PSHS ULT S&P 500 12M 148K 0
PROSHARES TR ULTRA HIGH YLD 10M 145K 0
PROSHARES TR S&P 500 DV ARIST 995K 10K 0
PROSHARES TR ULTR 7-10 TREA 2M 53K 0
PROSHARES TR PSHS ULTRA QQQ 25M 255K 0
PROSHARES TR SHORT S&P 500 NE 153K 13K 0
PROSHARES TR II ULTRA GOLD 3M 34K 0
PROSPECT CAP CORP NOTE 6.375% 3/0 121K – 0
PUBLIC STORAGE OPER CO COM 322K 1K 0
QUANTA SVCS INC COM 358K 1K 0
ROPER TECHNOLOGIES INC COM 255K 452 0
RTX CORPORATION COM 296K 3K 0
S&P GLOBAL INC COM 211K 473 0
SALESFORCE INC COM 380K 1K 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 6M 172K 0
SCHWAB STRATEGIC TR US AGGREGATE B 218K 5K 0
SCHWAB STRATEGIC TR US LRG CAP ETF 348K 5K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 325K 2K 0
SELECT SECTOR SPDR TR ENERGY 15M 169K 0
SELECT SECTOR SPDR TR TECHNOLOGY 379K 2K 0
SELECT SECTOR SPDR TR INDL 774K 6K 0
SELECT SECTOR SPDR TR RL EST SEL SEC 422K 11K 0
SELECT SECTOR SPDR TR SBI CONS STPLS 576K 8K 0
SHELL PLC SPON ADS 373K 5K 0
SHERWIN WILLIAMS CO COM 1M 3K 0
SONY GROUP CORP SPONSORED ADR 269K 3K 0
SOUTHERN CO COM 203K 3K 0
SPDR GOLD TR GOLD SHS 3M 12K 0
SPDR INDEX SHS FDS S&P INTL SMLCP 660K 21K 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 3M 76K 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 4M 121K 0
SPDR S&P 500 ETF TR TR UNIT 10M 19K 0
SPDR SER TR S&P CAP MKTS 4M 35K 0
SPDR SER TR PORTFLI INTRMDIT 246K 9K 0
SPDR SER TR PORTFOLIO LN TSR 1M 42K 0
SPDR SER TR NUVEEN BLMBRG MU 748K 16K 0
SPDR SER TR PORTFOLIO AGRGTE 12M 491K 0
SPDR SER TR PORTFOLIO S&P600 1M 33K 0
SPDR SER TR BLOOMBERG 1-3 MO 969K 11K 0
SPDR SER TR PORTFOLIO S&P500 7M 107K 0
SPDR SER TR S&P OILGAS EXP 343K 2K 0
SPDR SER TR BLOOMBERG EMG MK 392K 16K 0
SPDR SER TR PORTFOLIO S&P400 922K 18K 0
SPDR SER TR BLOOMBERG 1 10 Y 393K 21K 0
SPDR SER TR BLOOMBERG EMERGI 610K 31K 0
SPDR SER TR BLOOMBERG HIGH Y 1M 15K 0
SPDR SER TR S&P DIVID ETF 258K 2K 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 264K 12K 0
SPROTT PHYSICAL GOLD TR UNIT 545K 30K 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 400K 10K 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 430K 11K 0
SSGA ACTIVE TR SPDR SSGA US SCT 998K 20K 0
SSGA ACTIVE TR SPDR SSGA FXD 534K 21K 0
SSGA ACTIVE TR SPDR DBLELN SHRT 228K 5K 0
SSGA ACTIVE TR SPDR LOOMIS SAYL 6M 230K 0
SUPER MICRO COMPUTER INC COM 881K 1K 0
SYSCO CORP COM 608K 9K 0
T-MOBILE US INC COM 320K 2K 0
TESLA INC COM 1M 6K 0
THERMO FISHER SCIENTIFIC INC COM 499K 903 0
TJX COS INC NEW COM 309K 3K 0
TOYOTA MOTOR CORP ADS 242K 1K 0
TRANE TECHNOLOGIES PLC SHS 445K 1K 0
UNITEDHEALTH GROUP INC COM 998K 2K 0
US BANCORP DEL COM NEW 422K 11K 0
VANECK ETF TRUST INTRMDT MUNI ETF 509K 11K 0
VANECK ETF TRUST GOLD MINERS ETF 3M 92K 0
VANECK ETF TRUST FALLEN ANGEL HG 19M 662K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 356K 5K 0
VANGUARD BD INDEX FDS LONG TERM BOND 454K 6K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 1M 16K 0
VANGUARD BD INDEX FDS INTERMED TERM 3M 39K 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 2M 31K 0
VANGUARD INDEX FDS MCAP GR IDXVIP 1M 5K 0
VANGUARD INDEX FDS SM CP VAL ETF 927K 5K 0
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K 0
VANGUARD INDEX FDS EXTEND MKT ETF 966K 6K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 9M 18K 0
VANGUARD INDEX FDS SML CP GRW ETF 642K 3K 0
VANGUARD INDEX FDS REAL ESTATE ETF 202K 2K 0
VANGUARD INDEX FDS SMALL CP ETF 5M 24K 0
VANGUARD INDEX FDS MCAP VL IDXVIP 920K 6K 0
VANGUARD INDEX FDS MID CAP ETF 6M 27K 0
VANGUARD INDEX FDS VALUE ETF 5M 33K 0
VANGUARD INDEX FDS GROWTH ETF 8M 21K 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 1M 24K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 57K 0
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 43K 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 322K 1K 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 576K 13K 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 424K 5K 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 7M 93K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 214K 1K 0
VANGUARD STAR FDS VG TL INTL STK F 231K 4K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 6M 118K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 258K 2K 0
VANGUARD WORLD FD ENERGY ETF 1M 8K 0
VANGUARD WORLD FD MEGA GRWTH IND 1M 4K 0
VANGUARD WORLD FD UTILITIES ETF 218K 1K 0
VANGUARD WORLD FD MEGA CAP VAL ETF 872K 7K 0
VERIZON COMMUNICATIONS INC COM 466K 11K 0
VERTEX PHARMACEUTICALS INC COM 522K 1K 0
VERU INC COM 18K 21K 0
VISA INC COM CL A 662K 3K 0
VS TRUST -1X SHRT VIX FUT 962K 20K 0
WALMART INC COM 799K 12K 0
WILLIAMS COS INC COM 300K 7K 0
WISDOMTREE TR INDIA ERNGS FD 309K 6K 0
WISDOMTREE TR BLMBG US BULL 4M 148K 0
XCEL ENERGY INC COM 393K 7K 0
XYLEM INC COM 473K 3K 0
ZOETIS INC CL A 206K 1K 0