LITTLE ROCK, AR
Allocation by class
Portfolio Concentration
Top 3 weight
27.4%
Top 10 weight
67.3%
Voting Authority Distribution
Total shares with voting rights: 2.89M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.89M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 27.66K | SH | $16.53M 10.27% | 0.00 | 0.00 | 27.66K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 332.10K | SH | $14.13M 8.78% | 0.00 | 0.00 | 332.10K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 209.35K | SH | $13.41M 8.33% | 0.00 | 0.00 | 209.35K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 325.70K | SH | $13.09M 8.13% | 0.00 | 0.00 | 325.70K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 124.73K | SH | $9.65M 6.00% | 0.00 | 0.00 | 124.73K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 43.30K | SH | $8.91M 5.54% | 0.00 | 0.00 | 43.30K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 295.44K | SH | $8.71M 5.41% | 0.00 | 0.00 | 295.44K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 313.04K | SH | $8.50M 5.28% | 0.00 | 0.00 | 313.04K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 237.28K | SH | $7.92M 4.92% | 0.00 | 0.00 | 237.28K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 149.22K | SH | $7.44M 4.63% | 0.00 | 0.00 | 149.22K |
CAPITAL GRP FIXED INCM ETF TDFND | MUNICIPAL HIGH I | 223.12K | SH | $5.65M 3.51% | 0.00 | 0.00 | 223.12K |
ISHARES TRDFND | NATIONAL MUN ETF | 51.61K | SH | $5.48M 3.40% | 0.00 | 0.00 | 51.61K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 81K | SH | $4.38M 2.72% | 0.00 | 0.00 | 81K |
VANGUARD MUN BD FDSDFND | CORE TAX EXEMPT | 53.82K | SH | $4.04M 2.51% | 0.00 | 0.00 | 53.82K |
META PLATFORMS INCDFND | CL A | 4.21K | SH | $2.41M 1.50% | 0.00 | 0.00 | 4.21K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 35.77K | SH | $1.61M 1.00% | 0.00 | 0.00 | 35.77K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.99K | SH | $1.60M 0.99% | 0.00 | 0.00 | 4.99K |
WALMART INCSOLE | COM | 12.56K | SH | $1.56M 0.97% | 0.00 | 0.00 | 12.56K |
ISHARES TRSOLE | MSCI ACWI EX US | 20.14K | SH | $1.38M 0.86% | 0.00 | 0.00 | 20.14K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 6.10K | SH | $1.31M 0.82% | 0.00 | 0.00 | 6.10K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 3.16K | SH | $1.29M 0.80% | 0.00 | 0.00 | 3.16K |
HOME BANCSHARES INCSOLE | COM | 34.76K | SH | $935.9K 0.58% | 0.00 | 0.00 | 34.76K |
ISHARES TRDFND | CORE S&P500 ETF | 1.43K | SH | $934.6K 0.58% | 0.00 | 0.00 | 1.43K |
APPLE INCDFND | COM | 3.64K | SH | $923.9K 0.57% | 0.00 | 0.00 | 3.64K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 38.55K | SH | $861.3K 0.54% | 0.00 | 0.00 | 38.55K |