TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
17.3%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 54.85M
Full voting authority
53.80M
shares
Joint voting authority
0.00
shares
No voting authority
1.05M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 1000 ETFSOLE | common | 1.29M | SH | $458.90M 7.02% | 1.29M | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | common | 608.45K | SH | $363.58M 5.56% | 608.11K | 0.00 | 341.00 |
EXXON MOBIL CORPSOLE | common | 1.82M | SH | $309.00M 4.73% | 1.40M | 0.00 | 417.89K |
APPLE INC COMSOLE | common | 773.25K | SH | $196.24M 3.00% | 773.25K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETSSOLE | common | 3.39M | SH | $182.99M 2.80% | 3.39M | 0.00 | 0.00 |
NVIDIA CORPSOLE | common | 918.74K | SH | $160.23M 2.45% | 918.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 350.76K | SH | $129.84M 1.99% | 350.76K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETSSOLE | common | 1.53M | SH | $123.06M 1.88% | 1.53M | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFSOLE | common | 1.68M | SH | $113.63M 1.74% | 1.68M | 0.00 | 83.00 |
ISHARES MSCI EAFE ETFSOLE | common | 919.10K | SH | $89.27M 1.37% | 919.10K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | common | 424.64K | SH | $88.44M 1.35% | 424.64K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETFSOLE | common | 131.90K | SH | $85.78M 1.31% | 131.90K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | common | 130.12K | SH | $85.00M 1.30% | 130.12K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES 1 ETFSOLE | common | 133.80K | SH | $77.23M 1.18% | 133.80K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | common | 254.82K | SH | $73.10M 1.12% | 254.82K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPEDSOLE | common | 1.13M | SH | $72.30M 1.11% | 1.13M | 0.00 | 0.00 |
BROADCOM INCSOLE | common | 227.14K | SH | $70.30M 1.08% | 227.14K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | common | 243.44K | SH | $70.00M 1.07% | 243.44K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL-CAP 600SOLE | common | 539K | SH | $67.00M 1.02% | 538.72K | 0.00 | 285.00 |
JPMORGAN CHASE & COSOLE | common | 224.11K | SH | $65.92M 1.01% | 224.11K | 0.00 | 0.00 |
WALMART INCSOLE | common | 503.49K | SH | $62.57M 0.96% | 503.49K | 0.00 | 0.00 |
VANGUARD GROWTH FD ETFSOLE | common | 141.28K | SH | $61.71M 0.94% | 141.25K | 0.00 | 31.00 |
ISHARES CORE TOTAL US BONDSOLE | common | 569.09K | SH | $56.49M 0.86% | 499.37K | 0.00 | 69.72K |
AAON INCSOLE | common | 681.68K | SH | $56.41M 0.86% | 668.88K | 0.00 | 12.80K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | common | 1.81M | SH | $55.55M 0.85% | 1.76M | 0.00 | 49.52K |