GREENWOOD GEARHART LLC

PrivateCIK: 1084683
Location

FAYETTEVILLE, AR

134
Positions
$1.85B
Total AUM (reported)
19.28M
Total Shares

Allocation by class

TOTAL AUM$1.85B134 positions
COM$454.75M24.6%
S&P 500 ETF SHS$165.71M9.0%
VG TL INTL STK F$110.27M6.0%
ISHS 5-10YR INVT$91.41M4.9%
US LRG CAP ETF$90.29M4.9%
ULTRA SHRT ETF$88.04M4.8%
7-10 YR TRSY BD$76.25M4.1%

Portfolio Concentration

Top 319.9%4–1027.2%11–2533.1%Rest19.8%TOP 1047.1%0%100%
Top 3$367.40M19.9%
4–10$502.98M27.2%
11–25$612.82M33.1%
Rest$365.89M19.8%

Top 3 weight

19.9%

Top 10 weight

47.1%

Voting Authority Distribution

Total shares with voting rights: 19.28M

Sole

Full voting authority

19.28M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole134
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings134
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares277.32K
TypeSH
Market value$165.71M
8.96%
Sole
277.32K
Shared
0.00
None
0.00

VANGUARD STAR FDS

SOLE
VG TL INTL STK F
Shares1.43M
TypeSH
Market value$110.27M
5.96%
Sole
1.43M
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares1.72M
TypeSH
Market value$91.41M
4.94%
Sole
1.72M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares3.52M
TypeSH
Market value$90.29M
4.88%
Sole
3.52M
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares1.74M
TypeSH
Market value$88.04M
4.76%
Sole
1.74M
Shared
0.00
None
0.00

ISHARES TR

SOLE
7-10 YR TRSY BD
Shares798.91K
TypeSH
Market value$76.25M
4.12%
Sole
798.91K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares574.07K
TypeSH
Market value$71.35M
3.86%
Sole
574.07K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares462.50K
TypeSH
Market value$67.81M
3.67%
Sole
462.50K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares226.39K
TypeSH
Market value$57.46M
3.11%
Sole
226.39K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 1-5YR INVS
Shares985.45K
TypeSH
Market value$51.80M
2.80%
Sole
985.45K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares86.70K
TypeSH
Market value$50.04M
2.71%
Sole
86.70K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares281.78K
TypeSH
Market value$49.14M
2.66%
Sole
281.78K
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares748.73K
TypeSH
Market value$47.98M
2.59%
Sole
748.73K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares241.89K
TypeSH
Market value$46.42M
2.51%
Sole
241.89K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares161.62K
TypeSH
Market value$46.36M
2.51%
Sole
161.62K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares172.65K
TypeSH
Market value$42.82M
2.32%
Sole
172.65K
Shared
0.00
None
0.00

HUNT J B TRANS SVCS INC

SOLE
COM
Shares198.30K
TypeSH
Market value$42.02M
2.27%
Sole
198.30K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares612.86K
TypeSH
Market value$41.39M
2.24%
Sole
612.86K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares252.78K
TypeSH
Market value$40.88M
2.21%
Sole
252.78K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares106.74K
TypeSH
Market value$39.51M
2.14%
Sole
106.74K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares117.44K
TypeSH
Market value$38.60M
2.09%
Sole
117.44K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares463.62K
TypeSH
Market value$38.01M
2.06%
Sole
463.62K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares65.85K
TypeSH
Market value$31.56M
1.71%
Sole
65.85K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
ENERGY ETF
Shares181.71K
TypeSH
Market value$31.44M
1.70%
Sole
181.71K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares127.95K
TypeSH
Market value$26.65M
1.44%
Sole
127.95K
Shared
0.00
None
0.00
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