LITTLE ROCK, AR
Allocation by class
Portfolio Concentration
Top 3 weight
25.4%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 3.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 603.24K | SH | $38.66M 9.62% | 0.00 | 0.00 | 603.24K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 397.60K | SH | $32.90M 8.19% | 0.00 | 0.00 | 397.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 46.83K | SH | $30.59M 7.61% | 0.00 | 0.00 | 46.83K |
ISHARES TRSOLE | INTRM GOV CR ETF | 230.12K | SH | $24.55M 6.11% | 0.00 | 0.00 | 230.12K |
ISHARES TRSOLE | CORE S&P MCP ETF | 303.33K | SH | $20.48M 5.10% | 0.00 | 0.00 | 303.33K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 300.65K | SH | $16.25M 4.04% | 0.00 | 0.00 | 300.65K |
ISHARES TRSOLE | CORE S&P SCP ETF | 104.41K | SH | $12.98M 3.23% | 0.00 | 0.00 | 104.41K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 131.36K | SH | $12.54M 3.12% | 0.00 | 0.00 | 131.36K |
ISHARES TRSOLE | INTL EQTY FACTOR | 266.79K | SH | $10.39M 2.59% | 0.00 | 0.00 | 266.79K |
WALMART INCSOLE | COM | 80.85K | SH | $10.05M 2.50% | 0.00 | 0.00 | 80.85K |
ISHARES TRSOLE | TIPS BD ETF | 90.73K | SH | $10.01M 2.49% | 0.00 | 0.00 | 90.73K |
ISHARES TRSOLE | CORE MSCI EURO | 124.48K | SH | $8.75M 2.18% | 0.00 | 0.00 | 124.48K |
DEERE & COSOLE | COM | 12.90K | SH | $7.27M 1.81% | 0.00 | 0.00 | 12.90K |
ISHARES TRSOLE | CORE US AGGBD ET | 71.63K | SH | $7.11M 1.77% | 0.00 | 0.00 | 71.63K |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 23.37K | SH | $6.60M 1.64% | 0.00 | 0.00 | 23.37K |
CORPAY INCSOLE | COM SHS | 22.15K | SH | $6.44M 1.60% | 0.00 | 0.00 | 22.15K |
AMAZON COM INCSOLE | COM | 30.75K | SH | $6.40M 1.59% | 0.00 | 0.00 | 30.75K |
ALPHABET INCSOLE | CAP STK CL C | 20.74K | SH | $5.95M 1.48% | 0.00 | 0.00 | 20.74K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 196.09K | SH | $5.70M 1.42% | 0.00 | 0.00 | 196.09K |
GENERAC HLDGS INCSOLE | COM | 28.56K | SH | $5.58M 1.39% | 0.00 | 0.00 | 28.56K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.37K | SH | $5.56M 1.38% | 0.00 | 0.00 | 19.37K |
META PLATFORMS INCSOLE | CL A | 9.68K | SH | $5.54M 1.38% | 0.00 | 0.00 | 9.68K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.61K | SH | $5.21M 1.30% | 0.00 | 0.00 | 10.61K |
QUANTA SVCS INCSOLE | COM | 9.22K | SH | $5.06M 1.26% | 0.00 | 0.00 | 9.22K |
IQVIA HLDGS INCSOLE | COM | 29.15K | SH | $4.97M 1.24% | 0.00 | 0.00 | 29.15K |