TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
14.4%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 54.12M
Full voting authority
52.98M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | common | 595.90K | SH | $417.64M 6.24% | 595.57K | 0.00 | 328.00 |
ExxonMobil Holdings CorpSOLE | common | 1.82M | SH | $296.30M 4.43% | 1.40M | 0.00 | 416.87K |
APPLE INC COMSOLE | common | 744.48K | SH | $247.93M 3.70% | 744.48K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETSSOLE | common | 3.39M | SH | $201.25M 3.01% | 3.39M | 0.00 | 0.00 |
NVIDIA CORPSOLE | common | 858.12K | SH | $195.98M 2.93% | 858.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 360.73K | SH | $185.02M 2.76% | 360.73K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETSSOLE | common | 1.62M | SH | $152.10M 2.27% | 1.62M | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFSOLE | common | 1.72M | SH | $123.49M 1.85% | 1.72M | 0.00 | 83.00 |
AMAZON.COM INCSOLE | common | 437.42K | SH | $108.98M 1.63% | 437.42K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES 1 ETFSOLE | common | 143.32K | SH | $106.02M 1.58% | 143.32K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETFSOLE | common | 136.45K | SH | $104.06M 1.55% | 136.45K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | common | 133.36K | SH | $102.13M 1.53% | 133.36K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | common | 227.38K | SH | $78.24M 1.17% | 227.38K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | common | 225.56K | SH | $76.86M 1.15% | 225.56K | 0.00 | 0.00 |
BROADCOM INCSOLE | common | 213.42K | SH | $74.95M 1.12% | 213.42K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL-CAP 600SOLE | common | 536.67K | SH | $73.01M 1.09% | 536.41K | 0.00 | 264.00 |
VANGUARD GROWTH FD ETFSOLE | common | 801.66K | SH | $72.24M 1.08% | 801.48K | 0.00 | 186.00 |
JPMORGAN CHASE & COSOLE | common | 214.70K | SH | $71.03M 1.06% | 214.70K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | common | 651.67K | SH | $67.70M 1.01% | 651.67K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | common | 1.85M | SH | $60.24M 0.90% | 1.80M | 0.00 | 49.52K |
ELI LILLY & COSOLE | common | 49.81K | SH | $57.63M 0.86% | 49.81K | 0.00 | 0.00 |
AAON INCSOLE | common | 681.60K | SH | $56.41M 0.84% | 668.80K | 0.00 | 12.80K |
State Street SPDR PortfolioSOLE | common | 827.54K | SH | $52.17M 0.78% | 827.54K | 0.00 | 0.00 |
WALMART INCSOLE | common | 500.83K | SH | $52.05M 0.78% | 500.83K | 0.00 | 0.00 |
ABBVIE INCSOLE | common | 194.84K | SH | $50.97M 0.76% | 194.84K | 0.00 | 0.00 |