AUSTIN, TX
Allocation by class
Portfolio Concentration
Top 3 weight
53.1%
Top 10 weight
87.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
ISHARES TR RUS 1000 GRW ETFSOLE | ETF | 376.39K | SH | $45.9K 23.41% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 155.14K | SH | $37.7K 19.20% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 124.86K | SH | $20.6K 10.50% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS MD CP GR ETFSOLE | ETF | 130.29K | SH | $18.9K 9.61% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 2000 VALUE ETFSOLE | ETF | 60.11K | SH | $13.3K 6.78% | 0.00 | 0.00 | 0.00 |
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFSOLE | ETF | 250.21K | SH | $9.8K 5.02% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 2000 GRW ETFSOLE | ETF | 24.36K | SH | $9.5K 4.85% | 0.00 | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 66.89K | SH | $6.9K 3.53% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFSOLE | ETF | 111.72K | SH | $6.6K 3.37% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETFSOLE | ETF | 29.64K | SH | $3.2K 1.61% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | common | 21.83K | SH | $3.0K 1.51% | 0.00 | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 29.87K | SH | $2.9K 1.49% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHSSOLE | ETF | 14.36K | SH | $2.8K 1.43% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHSSOLE | ETF | 7.24K | SH | $2.1K 1.05% | 0.00 | 0.00 | 0.00 |
ISHARES TRUST MSCI EMG MKTS ETF USD DISSOLE | ETF | 30.07K | SH | $2.0K 1.03% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 INDEX FUNDSOLE | ETF | 4.66K | SH | $1.9K 0.97% | 0.00 | 0.00 | 0.00 |
TEXAS CAP BANCSHARES INC COMSOLE | common | 17.27K | SH | $1.8K 0.90% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETFSOLE | ETF | 14.12K | SH | $1.8K 0.90% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFSOLE | ETF | 3.96K | SH | $1.5K 0.74% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TR US MIDCAP FUNDSOLE | ETF | 10.47K | SH | $790.00 0.40% | 0.00 | 0.00 | 0.00 |
SHATTUCK LABS INC COMSOLE | common | 82.18K | SH | $563.00 0.29% | 0.00 | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDSOLE | ETF | 6.50K | SH | $552.00 0.28% | 0.00 | 0.00 | 0.00 |
CAMPBELL SOUP CO CAP USD0.0375SOLE | common | 18.61K | SH | $428.00 0.22% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 1.13K | SH | $417.00 0.21% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERSSOLE | ETF | 4.32K | SH | $367.00 0.19% | 0.00 | 0.00 | 0.00 |