LUBBOCK, TX
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 3.35M
Full voting authority
3.35M
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 |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 183.83K | SH | $16.85M 8.55% | 183.83K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 490.15K | SH | $15.04M 7.63% | 490.15K | 0.00 | 0.00 |
ANGEL OAK FUNDS TRUSTSOLE | OAK ULTRASHORT | 175.46K | SH | $8.95M 4.55% | 175.46K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 75.62K | SH | $8.35M 4.24% | 75.62K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INV GRD CRP BD | 78.06K | SH | $7.56M 3.84% | 78.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 218.46K | SH | $5.48M 2.78% | 218.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 223.23K | SH | $5.42M 2.75% | 223.23K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 92.18K | SH | $5.04M 2.56% | 92.18K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 51.94K | SH | $4.88M 2.48% | 51.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.80K | SH | $4.77M 2.42% | 18.80K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.76K | SH | $4.68M 2.37% | 9.76K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 99.20K | SH | $4.49M 2.28% | 99.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 44.68K | SH | $4.04M 2.05% | 44.68K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 5.38K | SH | $3.92M 1.99% | 5.38K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 53.23K | SH | $3.71M 1.88% | 53.23K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.74K | SH | $3.24M 1.64% | 8.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.28K | SH | $3.18M 1.62% | 15.28K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | BLOOMBERG ENHANC | 166.21K | SH | $2.98M 1.51% | 166.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 9.64K | SH | $2.77M 1.41% | 9.64K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 16.20K | SH | $2.75M 1.40% | 16.20K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 32.66K | SH | $2.60M 1.32% | 32.66K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 4.16K | SH | $2.51M 1.28% | 4.16K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.65K | SH | $2.36M 1.20% | 9.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 33.37K | SH | $2.34M 1.19% | 33.37K | 0.00 | 0.00 |
ALLISON TRANSMISSION HLDGS ISOLE | COM | 19.05K | SH | $2.23M 1.13% | 19.05K | 0.00 | 0.00 |