LITTLE ROCK, AR
Allocation by class
Portfolio Concentration
Top 3 weight
66.7%
Top 10 weight
84.3%
Voting Authority Distribution
Total shares with voting rights: 476.99K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
476.99K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DILLARDS INCSOLE | CL A | 108.10K | SH | $61.85M 52.20% | 0.00 | 0.00 | 108.10K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 28.26K | SH | $12.05M 10.17% | 0.00 | 0.00 | 28.26K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.95K | SH | $5.17M 4.36% | 0.00 | 0.00 | 7.95K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.92K | SH | $4.14M 3.49% | 0.00 | 0.00 | 6.92K |
APPLE INCSOLE | COM | 15K | SH | $3.81M 3.21% | 0.00 | 0.00 | 15K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 14.48K | SH | $3.09M 2.61% | 0.00 | 0.00 | 14.48K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.60K | SH | $2.88M 2.43% | 0.00 | 0.00 | 11.60K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 38.97K | SH | $2.50M 2.11% | 0.00 | 0.00 | 38.97K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 3.74K | SH | $2.31M 1.95% | 0.00 | 0.00 | 3.74K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 10.01K | SH | $2.04M 1.72% | 0.00 | 0.00 | 10.01K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.39K | SH | $1.56M 1.32% | 0.00 | 0.00 | 2.39K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 5.10K | SH | $978.0K 0.83% | 0.00 | 0.00 | 5.10K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 11.69K | SH | $965.2K 0.81% | 0.00 | 0.00 | 11.69K |
ISHARES TRSOLE | S&P 500 VAL ETF | 4.07K | SH | $858.5K 0.72% | 0.00 | 0.00 | 4.07K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 4.58K | SH | $670.0K 0.57% | 0.00 | 0.00 | 4.58K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 7K | SH | $642.4K 0.54% | 0.00 | 0.00 | 7K |
TESLA INCSOLE | COM | 1.71K | SH | $635.7K 0.54% | 0.00 | 0.00 | 1.71K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 6.25K | SH | $631.3K 0.53% | 0.00 | 0.00 | 6.25K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 11.43K | SH | $617.8K 0.52% | 0.00 | 0.00 | 11.43K |
CATERPILLAR INCSOLE | COM | 869.00 | SH | $615.7K 0.52% | 0.00 | 0.00 | 869.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 15.89K | SH | $610.5K 0.52% | 0.00 | 0.00 | 15.89K |
ISHARES TRSOLE | PFD AND INCM SEC | 19.94K | SH | $604.7K 0.51% | 0.00 | 0.00 | 19.94K |
ARK ETF TRSOLE | GENOMIC REV ETF | 22.80K | SH | $602.4K 0.51% | 0.00 | 0.00 | 22.80K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 9.79K | SH | $578.1K 0.49% | 0.00 | 0.00 | 9.79K |
ISHARES TRSOLE | MSCI EAFE ETF | 4.93K | SH | $478.9K 0.40% | 0.00 | 0.00 | 4.93K |