TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
15.5%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 4.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 322.41K | SH | $17.02M 6.11% | 0.00 | 0.00 | 322.41K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 397.62K | SH | $14.20M 5.10% | 0.00 | 0.00 | 397.62K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 252.01K | SH | $12.07M 4.33% | 0.00 | 0.00 | 252.01K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 170.12K | SH | $10.62M 3.81% | 0.00 | 0.00 | 170.12K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 173.73K | SH | $10.17M 3.65% | 0.00 | 0.00 | 173.73K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 127.68K | SH | $10.12M 3.63% | 0.00 | 0.00 | 127.68K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 292.37K | SH | $9.90M 3.55% | 0.00 | 0.00 | 292.37K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 353.83K | SH | $8.84M 3.17% | 0.00 | 0.00 | 353.83K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 262.02K | SH | $8.82M 3.17% | 0.00 | 0.00 | 262.02K |
HUNT J B TRANS SVCS INCDFND | COM | 37.37K | SH | $7.92M 2.84% | 0.00 | 0.00 | 37.37K |
PHILLIPS 66DFND | COM | 42.78K | SH | $7.79M 2.80% | 0.00 | 0.00 | 42.78K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 191.63K | SH | $7.04M 2.53% | 0.00 | 0.00 | 191.63K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.71K | SH | $6.86M 2.46% | 0.00 | 0.00 | 15.71K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 29.64K | SH | $6.33M 2.27% | 0.00 | 0.00 | 29.64K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 11.32K | SH | $4.83M 1.73% | 0.00 | 0.00 | 11.32K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 144.51K | SH | $4.66M 1.67% | 0.00 | 0.00 | 144.51K |
ISHARES TRSOLE | EAFE VALUE ETF | 62.46K | SH | $4.64M 1.67% | 0.00 | 0.00 | 62.46K |
ISHARES TRSOLE | TRS FLT RT BD | 84.68K | SH | $4.29M 1.54% | 0.00 | 0.00 | 84.68K |
CONOCOPHILLIPSDFND | COM | 31.69K | SH | $4.18M 1.50% | 0.00 | 0.00 | 31.69K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.73K | SH | $4.07M 1.46% | 0.00 | 0.00 | 20.73K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 167.64K | SH | $3.96M 1.42% | 0.00 | 0.00 | 167.64K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 44.39K | SH | $3.94M 1.41% | 0.00 | 0.00 | 44.39K |
WALMART INCDFND | COM | 31.61K | SH | $3.93M 1.41% | 0.00 | 0.00 | 31.61K |
ISHARES INCSOLE | CORE MSCI EMKT | 49.05K | SH | $3.42M 1.23% | 0.00 | 0.00 | 49.05K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 65.55K | SH | $3.18M 1.14% | 0.00 | 0.00 | 65.55K |