ABILENE, TX
Allocation by class
Portfolio Concentration
Top 3 weight
14.2%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 46.40M
Full voting authority
46.40M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 722.47K | SH | $269.50M 5.04% | 722.47K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 691.32K | SH | $261.15M 4.89% | 691.32K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 641.52K | SH | $229.26M 4.29% | 641.52K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 2.93M | SH | $225.73M 4.22% | 2.93M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 674.68K | SH | $220.84M 4.13% | 674.68K | 0.00 | 0.00 |
APPLE INCDFND | COM | 736.56K | SH | $213.13M 3.99% | 736.56K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 2.59M | SH | $190.38M 3.56% | 2.59M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 638.88K | SH | $162.26M 3.04% | 638.88K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 2.11M | SH | $150.10M 2.81% | 2.11M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 112.80K | SH | $130.20M 2.44% | 112.80K | 0.00 | 0.00 |
CISCO SYS INCDFND | COM | 1.04M | SH | $121.58M 2.28% | 1.04M | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COM | 646.29K | SH | $107.13M 2.00% | 646.29K | 0.00 | 0.00 |
WILLIAMS COS INCDFND | COM | 1.44M | SH | $106.74M 2.00% | 1.44M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 519.19K | SH | $103.89M 1.94% | 519.19K | 0.00 | 0.00 |
BANK OF AMER CORPDFND | COM | 1.75M | SH | $99.90M 1.87% | 1.75M | 0.00 | 0.00 |
MCDONALDS CORPDFND | COM | 362.69K | SH | $98.04M 1.83% | 362.69K | 0.00 | 0.00 |
MERCK & CO INCDFND | COM | 752.79K | SH | $96.73M 1.81% | 752.79K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 399.51K | SH | $95.22M 1.78% | 399.51K | 0.00 | 0.00 |
BLACKSTONE INCDFND | COM | 779.46K | SH | $91.72M 1.72% | 779.46K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCDFND | COM | 657.66K | SH | $89.97M 1.68% | 657.66K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 210.90K | SH | $89.87M 1.68% | 210.90K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 1.10M | SH | $89.11M 1.67% | 1.10M | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 1.01M | SH | $88.79M 1.66% | 1.01M | 0.00 | 0.00 |
CITIGROUP INCDFND | COM NEW | 633.58K | SH | $88.68M 1.66% | 633.58K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | SHRT TRM CORP BD | 1.08M | SH | $85.18M 1.59% | 1.08M | 0.00 | 0.00 |