EL SEGUNDO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
24.0%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 181.33M
Full voting authority
38.50M
shares
Joint voting authority
0.00
shares
No voting authority
142.83M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PFIZER INCOTR | COM | 1.41M | SH | $152.49M 19.71% | 3.03K | 0.00 | 1.40M |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 255.01K | SH | $18.41M 2.38% | 100.28K | 0.00 | 154.74K |
TOUCHSTONE ETF TRUSTOTR | LARG CO GROW ETF | 5.05M | SH | $15.08M 1.95% | 4.11M | 0.00 | 937.89K |
DOUBLELINE ETF TRUSTOTR | SECUR CR ETF | 9.87M | SH | $13.58M 1.76% | 2.81M | 0.00 | 7.06M |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 3.54M | SH | $11.41M 1.47% | 2.43M | 0.00 | 1.11M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 2.76M | SH | $10.50M 1.36% | 1.37M | 0.00 | 1.39M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 2.67M | SH | $9.23M 1.19% | 1.57M | 0.00 | 1.09M |
ARISTA NETWORKS INCOTR | COM SHS | 8.09M | SH | $8.99M 1.16% | 0.00 | 0.00 | 8.09M |
SOUTHERN COOTR | COM | 19.87K | SH | $7.99M 1.03% | 0.00 | 0.00 | 19.87K |
KRAFT HEINZ COOTR | COM | 81.30K | SH | $7.66M 0.99% | 0.00 | 0.00 | 81.30K |
UNION PAC CORPOTR | COM | 7.47M | SH | $7.61M 0.98% | 0.00 | 0.00 | 7.47M |
MICROSOFT CORPSOLE | COM | 236.41K | SH | $7.37M 0.95% | 88.93K | 0.00 | 147.48K |
UNITEDHEALTH GROUP INCOTR | COM | 21.32K | SH | $7.34M 0.95% | 0.00 | 0.00 | 21.32K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 2.21M | SH | $7.30M 0.94% | 1.10M | 0.00 | 1.10M |
SEMPRAOTR | COM | 134.17K | SH | $6.99M 0.90% | 0.00 | 0.00 | 134.17K |
DIAMOND HILL FUNDSOTR | LARG CAP CON ETF | 1.93M | SH | $6.80M 0.88% | 1.17M | 0.00 | 756.36K |
PNC FINL SVCS GROUP INCOTR | COM | 122.54K | SH | $6.51M 0.84% | 0.00 | 0.00 | 122.54K |
PHILIP MORRIS INTL INCOTR | COM | 5.90M | SH | $6.17M 0.80% | 0.00 | 0.00 | 5.90M |
AT&T INCOTR | COM | 114.07K | SH | $6.15M 0.80% | 53.97K | 0.00 | 60.10K |
S&P GLOBAL INCSOLE | COM | 3.51M | SH | $5.74M 0.74% | 19.00 | 0.00 | 3.51M |
XPEL INCOTR | COM | 54.32K | SH | $5.53M 0.71% | 0.00 | 0.00 | 54.32K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US | 1.59M | SH | $5.25M 0.68% | 1.54M | 0.00 | 50.14K |
ABBOTT LABORATORIESSOLE | COM | 4.04M | SH | $4.87M 0.63% | 301.00 | 0.00 | 4.04M |
PARKER-HANNIFIN CORPOTR | COM | 322.69K | SH | $4.73M 0.61% | 0.00 | 0.00 | 322.69K |
TARGET CORPOTR | COM | 4.12M | SH | $4.58M 0.59% | 0.00 | 0.00 | 4.12M |