AMARILLO, TX
Allocation by class
Portfolio Concentration
Top 3 weight
33.5%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Full voting authority
4.63M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | Com | 127.05K | SH | $95.14M 15.25% | 127.05K | 0.00 | 0.00 |
iShares S&P 500 Value ETFSOLE | Com | 264.60K | SH | $60.08M 9.63% | 264.60K | 0.00 | 0.00 |
iShares Core MSCI Intl Dev Mkts ETFSOLE | Com | 602.85K | SH | $53.66M 8.60% | 602.85K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | Com | 448.53K | SH | $44.40M 7.12% | 448.53K | 0.00 | 0.00 |
iShares S&P 500 Growth ETFSOLE | Com | 292.22K | SH | $40.19M 6.44% | 292.22K | 0.00 | 0.00 |
iShares MSCI Emerging Markets ETFSOLE | Com | 547.17K | SH | $37.43M 6.00% | 547.17K | 0.00 | 0.00 |
S&P Depositary ReceiptSOLE | Com | 45.01K | SH | $33.61M 5.39% | 45.01K | 0.00 | 0.00 |
iShares Core International Aggt Bd ETFSOLE | Com | 596.65K | SH | $30.19M 4.84% | 596.65K | 0.00 | 0.00 |
iShares Russell Mid-Cap ETFSOLE | Com | 213.42K | SH | $23.54M 3.77% | 213.42K | 0.00 | 0.00 |
iShares Russell 2000 ETFSOLE | Com | 74.41K | SH | $22.36M 3.58% | 74.41K | 0.00 | 0.00 |
iShares iBoxx $ High Yield Corp Bd ETFSOLE | Com | 215.90K | SH | $17.27M 2.77% | 215.90K | 0.00 | 0.00 |
Apple Computer IncSOLE | Com | 46.48K | SH | $13.45M 2.16% | 46.48K | 0.00 | 0.00 |
iShares MSCI EAFE Index FundSOLE | Com | 128.42K | SH | $13.34M 2.14% | 128.42K | 0.00 | 0.00 |
Nvidia CorpSOLE | Com | 58.06K | SH | $11.62M 1.86% | 58.06K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | Com | 90.33K | SH | $10.23M 1.64% | 90.33K | 0.00 | 0.00 |
JP Morgan Chase & Co ComSOLE | Com | 29.57K | SH | $9.68M 1.55% | 29.57K | 0.00 | 0.00 |
iShares JD Select DividendSOLE | Com | 53.35K | SH | $8.34M 1.34% | 53.35K | 0.00 | 0.00 |
Microsoft Corp.SOLE | Com | 20.65K | SH | $7.70M 1.23% | 20.65K | 0.00 | 0.00 |
Alphabet Inc Cap Stk CL A Cap StkSOLE | Com | 19.89K | SH | $7.11M 1.14% | 19.89K | 0.00 | 0.00 |
Amazon Com IncSOLE | Com | 25.74K | SH | $6.13M 0.98% | 25.74K | 0.00 | 0.00 |
Alphabet Inc Cap Stk CL C CapSOLE | Com | 15.17K | SH | $5.36M 0.86% | 15.17K | 0.00 | 0.00 |
Atmos Energy CorporationSOLE | Com | 28.57K | SH | $4.92M 0.79% | 28.57K | 0.00 | 0.00 |
Caterpillar IncSOLE | Com | 4.08K | SH | $4.34M 0.70% | 4.08K | 0.00 | 0.00 |
Prosperity Bancshares IncSOLE | Com | 56.01K | SH | $4.09M 0.66% | 56.01K | 0.00 | 0.00 |
iShares Russell Midcap ValueDFND | Com | 22.59K | SH | $3.72M 0.60% | 22.59K | 0.00 | 0.00 |