LITTLE ROCK, AR
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COM | 109.01K | SH | $31.54M 8.26% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 150.04K | SH | $30.02M 7.86% | 0.00 | 0.00 | 0.00 |
WALMART INCSOLE | COM | 114.95K | SH | $13.02M 3.41% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | COM | 12.15K | SH | $12.94M 3.39% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 102.80K | SH | $12.77M 3.34% | 0.00 | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 45.80K | SH | $10.84M 2.84% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 43.19K | SH | $10.29M 2.70% | 0.00 | 0.00 | 0.00 |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 22.65K | SH | $9.81M 2.57% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANYSOLE | COM | 23.02K | SH | $7.53M 1.97% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 19.20K | SH | $7.16M 1.88% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 11.89K | SH | $6.70M 1.75% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 8.31K | SH | $6.23M 1.63% | 0.00 | 0.00 | 0.00 |
ISHARES TR U.S. TECH ETFSOLE | U.S. TECH ETF | 24.31K | SH | $6.13M 1.61% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 68.92K | SH | $5.94M 1.56% | 0.00 | 0.00 | 0.00 |
AT&T INCORPORATEDSOLE | COM | 283.33K | SH | $5.86M 1.54% | 0.00 | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 21.85K | SH | $5.59M 1.46% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | CAP STK CL C | 14.65K | SH | $5.18M 1.36% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 24.80K | SH | $4.11M 1.08% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 11.48K | SH | $4.10M 1.07% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 10.38K | SH | $3.92M 1.03% | 0.00 | 0.00 | 0.00 |
AFLAC INCORPORATEDSOLE | COM | 33.44K | SH | $3.92M 1.03% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 11.07K | SH | $3.80M 1.00% | 0.00 | 0.00 | 0.00 |
BANK OF AMER CORPORATIONSOLE | COM | 65.63K | SH | $3.74M 0.98% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 VAL ETFSOLE | RUS 1000 VAL ETF | 15.20K | SH | $3.68M 0.97% | 0.00 | 0.00 | 0.00 |
ISHARES TR EAFE VALUE ETFSOLE | EAFE VALUE ETF | 47.90K | SH | $3.67M 0.96% | 0.00 | 0.00 | 0.00 |