MCKINNEY, TX
Allocation by class
Portfolio Concentration
Top 3 weight
8.5%
Top 10 weight
20.8%
Voting Authority Distribution
Total shares with voting rights: 3.95M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.95M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE INCSOLE | CL B | 89.27K | SH | $8.32M 2.93% | 0.00 | 0.00 | 89.27K |
MICROSOFT CORPSOLE | COM | 16.04K | SH | $8.25M 2.91% | 0.00 | 0.00 | 16.04K |
SNOWFLAKE INCSOLE | COM SHS | 28.89K | SH | $7.67M 2.70% | 0.00 | 0.00 | 28.89K |
ISHARES TRSOLE | IBOXX HI YD ETF | 80.62K | SH | $6.46M 2.28% | 0.00 | 0.00 | 80.62K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.54K | SH | $6.12M 2.15% | 0.00 | 0.00 | 12.54K |
APPLE INCSOLE | COM | 19.92K | SH | $5.38M 1.90% | 0.00 | 0.00 | 19.92K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 78.59K | SH | $4.74M 1.67% | 0.00 | 0.00 | 78.59K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 45.56K | SH | $4.55M 1.60% | 0.00 | 0.00 | 45.56K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 31.32K | SH | $3.86M 1.36% | 0.00 | 0.00 | 31.32K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 135.41K | SH | $3.73M 1.31% | 0.00 | 0.00 | 135.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.66M 1.29% | 0.00 | 0.00 | 5.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 18.76K | SH | $3.65M 1.29% | 0.00 | 0.00 | 18.76K |
UNILEVER PLCSOLE | SPON ADR NEW | 58.41K | SH | $3.55M 1.25% | 0.00 | 0.00 | 58.41K |
ALPHABET INCSOLE | CAP STK CL A | 12.35K | SH | $3.43M 1.21% | 0.00 | 0.00 | 12.35K |
ISHARES TRSOLE | CORE TOTAL USD | 71.22K | SH | $3.32M 1.17% | 0.00 | 0.00 | 71.22K |
ISHARES TRSOLE | S&P 500 VAL ETF | 15.90K | SH | $3.30M 1.16% | 0.00 | 0.00 | 15.90K |
MANAGED PORTFOLIO SERIESSOLE | TREMBLANT GLOBAL | 95.43K | SH | $3.23M 1.14% | 0.00 | 0.00 | 95.43K |
ISHARES TRSOLE | EAFE VALUE ETF | 46.44K | SH | $3.16M 1.11% | 0.00 | 0.00 | 46.44K |
BROADCOM INCSOLE | COM | 8.84K | SH | $3.11M 1.10% | 0.00 | 0.00 | 8.84K |
SPDR SERIES TRUSTSOLE | BLOOMBERG HIGH Y | 31.64K | SH | $3.06M 1.08% | 0.00 | 0.00 | 31.64K |
JPMORGAN CHASE & CO.SOLE | COM | 9.70K | SH | $3.00M 1.06% | 0.00 | 0.00 | 9.70K |
MEDTRONIC PLCSOLE | SHS | 28.93K | SH | $2.62M 0.92% | 0.00 | 0.00 | 28.93K |
ISHARES INCSOLE | CORE MSCI EMKT | 38.38K | SH | $2.59M 0.91% | 0.00 | 0.00 | 38.38K |
TEXAS INSTRS INCSOLE | COM | 16.15K | SH | $2.57M 0.91% | 0.00 | 0.00 | 16.15K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.75K | SH | $2.55M 0.90% | 0.00 | 0.00 | 3.75K |