TYLER, TX
Allocation by class
Portfolio Concentration
Top 3 weight
62.8%
Top 10 weight
88.8%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.10M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 140.36K | SH | $45.02M 30.18% | 0.00 | 0.00 | 140.36K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 416.04K | SH | $30.64M 20.53% | 0.00 | 0.00 | 416.04K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 233.43K | SH | $18.00M 12.06% | 0.00 | 0.00 | 233.43K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.55K | SH | $17.66M 11.83% | 0.00 | 0.00 | 29.55K |
NORFOLK SOUTHN CORPSOLE | COM | 22.71K | SH | $6.52M 4.37% | 0.00 | 0.00 | 22.71K |
EXXON MOBIL CORPSOLE | COM | 21.56K | SH | $3.66M 2.45% | 0.00 | 0.00 | 21.56K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 41.79K | SH | $3.14M 2.10% | 0.00 | 0.00 | 41.79K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 11.52K | SH | $3.02M 2.02% | 0.00 | 0.00 | 11.52K |
CHEVRON CORPORATIONSOLE | COM | 12.70K | SH | $2.63M 1.76% | 0.00 | 0.00 | 12.70K |
NVIDIA CORPORATIONSOLE | COM | 12.42K | SH | $2.17M 1.45% | 0.00 | 0.00 | 12.42K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 15K | SH | $1.96M 1.32% | 0.00 | 0.00 | 15K |
APPLE INCSOLE | COM | 6.83K | SH | $1.73M 1.16% | 0.00 | 0.00 | 6.83K |
MERCK & CO INCSOLE | COM | 12.11K | SH | $1.46M 0.98% | 0.00 | 0.00 | 12.11K |
PEPSICO INCSOLE | COM | 8.05K | SH | $1.25M 0.84% | 0.00 | 0.00 | 8.05K |
EVERGY INCSOLE | COM | 12.60K | SH | $1.03M 0.69% | 0.00 | 0.00 | 12.60K |
PROCTER & GAMBLE COSOLE | COM | 6.01K | SH | $867.8K 0.58% | 0.00 | 0.00 | 6.01K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 10.50K | SH | $830.1K 0.56% | 0.00 | 0.00 | 10.50K |
AMERICAN ELEC PWR CO INCSOLE | COM | 6.25K | SH | $819.0K 0.55% | 0.00 | 0.00 | 6.25K |
COCA COLA COSOLE | COM | 10K | SH | $760.5K 0.51% | 0.00 | 0.00 | 10K |
AT&T INCSOLE | COM | 24.21K | SH | $701.9K 0.47% | 0.00 | 0.00 | 24.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.07K | SH | $515.1K 0.35% | 0.00 | 0.00 | 1.07K |
WASTE MGMT INC DELSOLE | COM | 2K | SH | $459.6K 0.31% | 0.00 | 0.00 | 2K |
AMAZON COM INCSOLE | COM | 2.20K | SH | $458.2K 0.31% | 0.00 | 0.00 | 2.20K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 2.50K | SH | $432.6K 0.29% | 0.00 | 0.00 | 2.50K |
3M COSOLE | COM | 2.70K | SH | $392.1K 0.26% | 0.00 | 0.00 | 2.70K |