TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
16.6%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 55.46M
Full voting authority
54.31M
shares
Joint voting authority
0.00
shares
No voting authority
1.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 1000 ETFSOLE | common | 1.28M | SH | $524.74M 7.23% | 1.28M | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | common | 625.01K | SH | $429.26M 5.92% | 624.66K | 0.00 | 341.00 |
EXXON MOBIL CORPSOLE | common | 1.82M | SH | $248.90M 3.43% | 1.40M | 0.00 | 416.87K |
APPLE INC COMSOLE | common | 778.96K | SH | $225.40M 3.11% | 778.96K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETSSOLE | common | 3.41M | SH | $203.52M 2.81% | 3.41M | 0.00 | 0.00 |
NVIDIA CORPSOLE | common | 901.64K | SH | $180.41M 2.49% | 901.64K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETSSOLE | common | 1.48M | SH | $143.26M 1.97% | 1.48M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 360.59K | SH | $134.51M 1.85% | 360.59K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFSOLE | common | 1.69M | SH | $130.14M 1.79% | 1.69M | 0.00 | 83.00 |
INVESCO QQQ TRUST SERIES 1 ETFSOLE | common | 138.51K | SH | $102.00M 1.41% | 138.51K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | common | 427.56K | SH | $101.90M 1.40% | 427.56K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETFSOLE | common | 131.63K | SH | $98.30M 1.36% | 131.63K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | common | 131.22K | SH | $98.27M 1.35% | 131.22K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | common | 243.78K | SH | $87.12M 1.20% | 243.78K | 0.00 | 0.00 |
AAON INCSOLE | common | 681.60K | SH | $86.47M 1.19% | 668.80K | 0.00 | 12.80K |
ALPHABET INC CL CSOLE | common | 242.98K | SH | $85.85M 1.18% | 242.98K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPEDSOLE | common | 1.19M | SH | $84.85M 1.17% | 1.19M | 0.00 | 0.00 |
BROADCOM INCSOLE | common | 220.80K | SH | $83.41M 1.15% | 220.80K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL-CAP 600SOLE | common | 537.56K | SH | $79.72M 1.10% | 537.27K | 0.00 | 285.00 |
ISHARES MSCI EAFE ETFSOLE | common | 760.15K | SH | $78.96M 1.09% | 760.15K | 0.00 | 0.00 |
VANGUARD GROWTH FD ETFSOLE | common | 854K | SH | $73.56M 1.01% | 853.81K | 0.00 | 186.00 |
JPMORGAN CHASE & COSOLE | common | 223.03K | SH | $73.00M 1.01% | 223.03K | 0.00 | 0.00 |
ELI LILLY & COSOLE | common | 51.09K | SH | $61.28M 0.84% | 51.09K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | common | 1.87M | SH | $59.28M 0.82% | 1.82M | 0.00 | 49.52K |
WALMART INCSOLE | common | 502.35K | SH | $56.90M 0.78% | 502.35K | 0.00 | 0.00 |