BRYAN, TX
Allocation by class
Portfolio Concentration
Top 3 weight
49.0%
Top 10 weight
83.7%
Voting Authority Distribution
Total shares with voting rights: 632.64K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
632.64K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.92K | SH | $17.11M 21.04% | 0.00 | 0.00 | 24.92K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 186.94K | SH | $15.98M 19.65% | 0.00 | 0.00 | 186.94K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 27.35K | SH | $6.73M 8.28% | 0.00 | 0.00 | 27.35K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.85K | SH | $6.60M 8.12% | 0.00 | 0.00 | 17.85K |
KLA CORPSOLE | COM NEW | 18.38K | SH | $5.55M 6.82% | 0.00 | 0.00 | 18.38K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 71.35K | SH | $5.24M 6.44% | 0.00 | 0.00 | 71.35K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 69.74K | SH | $3.51M 4.32% | 0.00 | 0.00 | 69.74K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 52.32K | SH | $2.53M 3.12% | 0.00 | 0.00 | 52.32K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 30.20K | SH | $2.53M 3.11% | 0.00 | 0.00 | 30.20K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 10.78K | SH | $2.29M 2.82% | 0.00 | 0.00 | 10.78K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 32.10K | SH | $2.29M 2.81% | 0.00 | 0.00 | 32.10K |
CATERPILLAR INCSOLE | COM | 1.67K | SH | $1.78M 2.19% | 0.00 | 0.00 | 1.67K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 7.32K | SH | $1.60M 1.96% | 0.00 | 0.00 | 7.32K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.96K | SH | $1.12M 1.37% | 0.00 | 0.00 | 12.96K |
APPLE INCSOLE | COM | 3.63K | SH | $1.05M 1.29% | 0.00 | 0.00 | 3.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.22K | SH | $909.9K 1.12% | 0.00 | 0.00 | 1.22K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 4.39K | SH | $694.2K 0.85% | 0.00 | 0.00 | 4.39K |
ISHARES TRSOLE | SELECT DIVID ETF | 3.22K | SH | $502.6K 0.62% | 0.00 | 0.00 | 3.22K |
EA SERIES TRUSTSOLE | TBG DIVID FO ETF | 13.52K | SH | $492.9K 0.61% | 0.00 | 0.00 | 13.52K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 8.19K | SH | $488.8K 0.60% | 0.00 | 0.00 | 8.19K |
ISHARES TRSOLE | CORE S&P MCP ETF | 5.46K | SH | $421.0K 0.52% | 0.00 | 0.00 | 5.46K |
ISHARES TRSOLE | CORE MSCI INTL | 3.71K | SH | $330.2K 0.41% | 0.00 | 0.00 | 3.71K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 5.45K | SH | $317.3K 0.39% | 0.00 | 0.00 | 5.45K |
ISHARES TRSOLE | CR 5 10 YR ETF | 7.10K | SH | $309.6K 0.38% | 0.00 | 0.00 | 7.10K |
META PLATFORMS INCSOLE | CL A | 460.00 | SH | $259.3K 0.32% | 0.00 | 0.00 | 460.00 |