TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
15.7%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 2.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 34.12K | SH | $25.55M 7.27% | 0.00 | 0.00 | 34.12K |
NVIDIA CORPORATIONSOLE | COM | 77.45K | SH | $15.50M 4.41% | 0.00 | 0.00 | 77.45K |
APPLE INCSOLE | COM | 48.30K | SH | $13.98M 3.98% | 0.00 | 0.00 | 48.30K |
JPMORGAN CHASE & COSOLE | COM | 34.87K | SH | $11.41M 3.25% | 0.00 | 0.00 | 34.87K |
MICROSOFT CORPSOLE | COM | 23.90K | SH | $8.91M 2.54% | 0.00 | 0.00 | 23.90K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 64.89K | SH | $7.72M 2.20% | 0.00 | 0.00 | 64.89K |
ALPHABET INCSOLE | CAP STK CL C | 19.80K | SH | $6.99M 1.99% | 0.00 | 0.00 | 19.80K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 31.44K | SH | $6.85M 1.95% | 0.00 | 0.00 | 31.44K |
AMAZON COM INCSOLE | COM | 27.99K | SH | $6.67M 1.90% | 0.00 | 0.00 | 27.99K |
ALPHABET INCSOLE | CAP STK CL A | 17.89K | SH | $6.39M 1.82% | 0.00 | 0.00 | 17.89K |
BROADCOM INCSOLE | COM | 16.72K | SH | $6.32M 1.80% | 0.00 | 0.00 | 16.72K |
ONEOK INC NEWSOLE | COM | 61.64K | SH | $5.36M 1.52% | 0.00 | 0.00 | 61.64K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 75.62K | SH | $5.14M 1.46% | 0.00 | 0.00 | 75.62K |
TYSON FOODS INCSOLE | CL A | 81.12K | SH | $4.64M 1.32% | 0.00 | 0.00 | 81.12K |
TESLA INCSOLE | COM | 10.50K | SH | $4.42M 1.26% | 0.00 | 0.00 | 10.50K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 14.83K | SH | $4.24M 1.20% | 0.00 | 0.00 | 14.83K |
META PLATFORMS INCSOLE | CL A | 7.33K | SH | $4.13M 1.17% | 0.00 | 0.00 | 7.33K |
MICRON TECHNOLOGY INCSOLE | COM | 3.48K | SH | $4.01M 1.14% | 0.00 | 0.00 | 3.48K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 43.69K | SH | $3.76M 1.07% | 0.00 | 0.00 | 43.69K |
ISHARES TRSOLE | U S EQUITY FACTR | 48.65K | SH | $3.68M 1.05% | 0.00 | 0.00 | 48.65K |
CISCO SYS INCSOLE | COM | 29.99K | SH | $3.52M 1.00% | 0.00 | 0.00 | 29.99K |
ISHARES TRSOLE | SP SMCP600VL ETF | 25.34K | SH | $3.46M 0.99% | 0.00 | 0.00 | 25.34K |
ELI LILLY & COSOLE | COM | 2.78K | SH | $3.33M 0.95% | 0.00 | 0.00 | 2.78K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.31K | SH | $3.22M 0.92% | 0.00 | 0.00 | 4.31K |
ISHARES TRSOLE | MSCI USA MMENTM | 9.19K | SH | $3.15M 0.90% | 0.00 | 0.00 | 9.19K |