LITTLE ROCK, AR
Allocation by class
Portfolio Concentration
Top 3 weight
20.3%
Top 10 weight
38.4%
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 | 111.53K | SH | $28.31M 8.39% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 149.56K | SH | $26.08M 7.73% | 0.00 | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 114.93K | SH | $14.28M 4.23% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 25.57K | SH | $10.90M 3.23% | 0.00 | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 45.69K | SH | $9.83M 2.91% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 43.97K | SH | $9.16M 2.71% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | COM | 12.15K | SH | $8.61M 2.55% | 0.00 | 0.00 | 0.00 |
AT&T INCORPORATEDSOLE | COM | 284.25K | SH | $8.24M 2.44% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 19.52K | SH | $7.22M 2.14% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANYSOLE | COM | 23.33K | SH | $6.86M 2.03% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 11.74K | SH | $6.72M 1.99% | 0.00 | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 22.03K | SH | $5.38M 1.59% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 24.80K | SH | $5.13M 1.52% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 11.45K | SH | $5.00M 1.48% | 0.00 | 0.00 | 0.00 |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 22.64K | SH | $4.84M 1.43% | 0.00 | 0.00 | 0.00 |
ISHARES TR U.S. TECH ETFSOLE | U.S. TECH ETF | 24.20K | SH | $4.39M 1.30% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | CAP STK CL C | 14.79K | SH | $4.24M 1.26% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 6.11K | SH | $3.99M 1.18% | 0.00 | 0.00 | 0.00 |
AFLAC INCORPORATEDSOLE | COM | 33.43K | SH | $3.67M 1.09% | 0.00 | 0.00 | 0.00 |
ISHARES TR EAFE VALUE ETFSOLE | EAFE VALUE ETF | 48.67K | SH | $3.62M 1.07% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 7.32K | SH | $3.51M 1.04% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONSOLE | COM | 20.57K | SH | $3.49M 1.03% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 11.08K | SH | $3.35M 0.99% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 11.48K | SH | $3.30M 0.98% | 0.00 | 0.00 | 0.00 |
DTE ENERGY COMPANYSOLE | COM | 22.43K | SH | $3.28M 0.97% | 0.00 | 0.00 | 0.00 |