DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
8.1%
Top 10 weight
16.4%
Voting Authority Distribution
Total shares with voting rights: 18.62M
Full voting authority
18.62M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 216.01K | SH | $37.67M 2.85% | 216.01K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 138.95K | SH | $35.27M 2.67% | 138.95K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COMMON STOCK | 197.23K | SH | $34.40M 2.60% | 197.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 108.56K | SH | $27.55M 2.08% | 108.56K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.82K | SH | $18.07M 1.37% | 48.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 54.31K | SH | $15.62M 1.18% | 54.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 72.85K | SH | $15.17M 1.15% | 72.85K | 0.00 | 0.00 |
SCHWAB U.S. DIVIDEND EQUITY ETFSOLE | UIT EXCHANGE TRADED | 375.54K | SH | $11.52M 0.87% | 375.54K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.48K | SH | $11.29M 0.85% | 36.48K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 29.43K | SH | $10.90M 0.82% | 29.43K | 0.00 | 0.00 |
ISHARES CORE UNIVERSAL USD BOND ETFSOLE | UIT EXCHANGE TRADED | 226.84K | SH | $10.48M 0.79% | 226.84K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 105.34K | SH | $10.46M 0.79% | 105.34K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCK | 47.51K | SH | $9.90M 0.75% | 47.51K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 33.53K | SH | $9.86M 0.75% | 33.53K | 0.00 | 0.00 |
WISDOMTREE FLOATING RATETREASURY FUNDSOLE | UIT EXCHANGE TRADED | 195.38K | SH | $9.84M 0.74% | 195.38K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COMMON STOCK | 67.59K | SH | $9.42M 0.71% | 67.59K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | UIT EXCHANGE TRADED | 87.94K | SH | $8.73M 0.66% | 87.94K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 93.29K | SH | $8.19M 0.62% | 93.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.70K | SH | $8.18M 0.62% | 13.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.07K | SH | $7.89M 0.60% | 12.07K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 11.03K | SH | $7.21M 0.55% | 11.03K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 11.36K | SH | $6.79M 0.51% | 11.36K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.62K | SH | $6.53M 0.49% | 13.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | COMMON STOCK | 13.47K | SH | $6.45M 0.49% | 13.47K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 33.37K | SH | $6.44M 0.49% | 33.37K | 0.00 | 0.00 |