LUBBOCK, TX
Allocation by class
Portfolio Concentration
Top 3 weight
22.5%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 3.48M
Full voting authority
3.48M
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 | ST STR BLO 1 ETF | 238.03K | SH | $21.81M 10.26% | 238.03K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 407.79K | SH | $13.27M 6.24% | 407.79K | 0.00 | 0.00 |
ANGEL OAK FUNDS TRUSTSOLE | OAK ULTRASHORT | 250.54K | SH | $12.71M 5.98% | 250.54K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 82.89K | SH | $9.76M 4.59% | 82.89K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 285.46K | SH | $8.37M 3.94% | 285.46K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 120.25K | SH | $7.92M 3.73% | 120.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 294.87K | SH | $7.04M 3.31% | 294.87K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INV GRD CRP BD | 75.56K | SH | $6.94M 3.26% | 75.56K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 84.76K | SH | $5.93M 2.79% | 84.76K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.64K | SH | $5.88M 2.76% | 17.64K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.79K | SH | $4.88M 2.30% | 9.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.15K | SH | $4.69M 2.21% | 9.15K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 91.97K | SH | $4.12M 1.94% | 91.97K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.02K | SH | $3.85M 1.81% | 5.02K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.29K | SH | $3.81M 1.79% | 15.29K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 35.96K | SH | $3.27M 1.54% | 35.96K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.52K | SH | $2.93M 1.38% | 8.52K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 14.94K | SH | $2.79M 1.32% | 14.94K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 33.70K | SH | $2.74M 1.29% | 33.70K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 4.46K | SH | $2.71M 1.28% | 4.46K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 33.13K | SH | $2.65M 1.25% | 33.13K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | LTD TRM BD ETF | 53.66K | SH | $2.63M 1.24% | 53.66K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.53K | SH | $2.52M 1.19% | 9.53K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.02K | SH | $2.52M 1.18% | 11.02K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 4.55K | SH | $2.32M 1.09% | 4.55K | 0.00 | 0.00 |