CONWAY, AR
Allocation by class
Portfolio Concentration
Top 3 weight
12.9%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 3.83M
Full voting authority
3.74M
shares
Joint voting authority
75.39K
shares
No voting authority
16.92K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA US Core Equity ETFSOLE | US CORE EQT MKT | 267.96K | SH | $12.09M 4.34% | 264.83K | 0.00 | 3.13K |
iShares MSCI ACWI ETFSOLE | MSCI ACWI ETF | 87.22K | SH | $12.07M 4.33% | 87.02K | 0.00 | 200.00 |
Vanguard FTSE Developed Markets ETFSOLE | VAN FTSE DEV MKT | 183.02K | SH | $11.73M 4.21% | 181.59K | 0.00 | 1.43K |
iShares Russell 1000 ETFSOLE | RUS 1000 ETF | 28.51K | SH | $10.17M 3.65% | 27.71K | 0.00 | 801.00 |
Technology Select Sector SPDR ETFSOLE | STATE STREET TEC | 61.85K | SH | $8.22M 2.95% | 56.90K | 4.70K | 250.00 |
Vanguard FTSE All World Ex US ETFSOLE | ALLWRLD EX US | 106.57K | SH | $8.00M 2.87% | 104.80K | 62.00 | 1.71K |
SPDR S&P 500 ETFSOLE | TR UNIT | 11.40K | SH | $7.42M 2.66% | 10.13K | 1.25K | 25.00 |
iShares Core S&P Mid-Cap ETFSOLE | CORE S&P MCP ETF | 98.52K | SH | $6.65M 2.39% | 98.17K | 0.00 | 350.00 |
Vanguard Mortgage-Backed Securities ETFSOLE | MTG-BKD SECS ETF | 134.33K | SH | $6.31M 2.26% | 134.19K | 145.00 | 0.00 |
Vanguard Short Term Bond ETFSOLE | SHORT TRM BOND | 80.03K | SH | $6.27M 2.25% | 80.03K | 0.00 | 0.00 |
Vanguard Intermediate Term Bond ETFSOLE | INTERMED TERM | 81.28K | SH | $6.27M 2.25% | 80.90K | 371.00 | 0.00 |
iShares ESG Aware MSCI EAFE ETFSOLE | ESG AW MSCI EAFE | 64.80K | SH | $6.20M 2.22% | 64.80K | 0.00 | 0.00 |
iShares Core S&P Small-Cap ETFSOLE | CORE S&P SCP ETF | 39.96K | SH | $4.97M 1.78% | 39.78K | 0.00 | 175.00 |
iShares Russell Mid-Cap ETFSOLE | RUS MID CAP ETF | 50.27K | SH | $4.89M 1.75% | 50.17K | 0.00 | 100.00 |
SPDR Gold Shares ETFSOLE | GOLD SHS | 10.77K | SH | $4.63M 1.66% | 10.77K | 0.00 | 0.00 |
NEOS S&P 500 High Income ETFSOLE | NEOS S&P 500 HI | 89.47K | SH | $4.42M 1.59% | 87.08K | 2.38K | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | FTSE EMR MKT ETF | 81.62K | SH | $4.41M 1.58% | 81.47K | 0.00 | 150.00 |
Wisdomtree Floating Rate Treasury ETFSOLE | FLOATNG RAT TREA | 84.89K | SH | $4.27M 1.53% | 84.74K | 150.00 | 0.00 |
Industrial Select Sector SPDR ETFSOLE | STATE STREET IND | 25.31K | SH | $4.09M 1.47% | 25.17K | 22.00 | 111.00 |
Broadcom, Inc.SOLE | COM | 12.53K | SH | $3.88M 1.39% | 12.29K | 220.00 | 10.00 |
Apple, Inc.SOLE | COM | 14.98K | SH | $3.80M 1.36% | 13.81K | 1.16K | 10.00 |
Financial Select Sector SPDR ETFSOLE | STATE STREET FIN | 75.61K | SH | $3.73M 1.34% | 69.33K | 5.89K | 389.00 |
iShares Aaa - A Rated Corporate Bond ETFSOLE | A RATE CP BD ETF | 78.09K | SH | $3.72M 1.33% | 77.73K | 365.00 | 0.00 |
iShares ESG Aware MSCI Emerging Markets ETFSOLE | ESG AWR MSCI EM | 79.40K | SH | $3.61M 1.30% | 78.90K | 0.00 | 500.00 |
Microsoft Corp.SOLE | COM | 9.61K | SH | $3.56M 1.28% | 9.50K | 100.00 | 10.00 |