DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
17.8%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 3.78M
Full voting authority
3.78M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 71.52K | SH | $18.15M 7.44% | 71.52K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 365.47K | SH | $14.04M 5.76% | 365.47K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 231.87K | SH | $11.33M 4.65% | 231.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.50K | SH | $11.26M 4.62% | 23.50K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.26K | SH | $8.27M 3.39% | 22.26K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 205.58K | SH | $8.26M 3.39% | 205.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.23K | SH | $7.49M 3.07% | 20.23K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 41.27K | SH | $7.00M 2.87% | 41.27K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 164.02K | SH | $5.47M 2.24% | 164.02K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 23.40K | SH | $4.87M 2.00% | 23.40K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 146.37K | SH | $4.41M 1.81% | 146.37K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 15.56K | SH | $3.80M 1.56% | 15.56K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 12.86K | SH | $3.78M 1.55% | 12.86K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 19.13K | SH | $3.77M 1.55% | 19.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.66K | SH | $3.63M 1.49% | 12.66K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.86K | SH | $3.37M 1.38% | 3.86K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.86K | SH | $3.36M 1.38% | 11.86K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.80K | SH | $3.32M 1.36% | 5.80K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 23.76K | SH | $2.95M 1.21% | 23.76K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 19.28K | SH | $2.90M 1.19% | 19.28K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.03K | SH | $2.85M 1.17% | 4.03K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 40.82K | SH | $2.69M 1.10% | 40.82K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.97K | SH | $2.58M 1.06% | 3.97K | 0.00 | 0.00 |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 71.42K | SH | $2.46M 1.01% | 71.42K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.71K | SH | $2.33M 0.96% | 10.71K | 0.00 | 0.00 |