TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
33.1%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 1.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 169.64K | SH | $13.30M 11.82% | 0.00 | 0.00 | 169.64K |
VICTORY PORTFOLIOS IISOLE | CORE INTERMEDIAT | 272.76K | SH | $12.82M 11.39% | 0.00 | 0.00 | 272.76K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.58K | SH | $11.10M 9.86% | 0.00 | 0.00 | 18.58K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 46.29K | SH | $10.06M 8.94% | 0.00 | 0.00 | 46.29K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 55.42K | SH | $5.53M 4.92% | 0.00 | 0.00 | 55.42K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 138.20K | SH | $5.37M 4.77% | 0.00 | 0.00 | 138.20K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 97.32K | SH | $4.76M 4.23% | 0.00 | 0.00 | 97.32K |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 74.06K | SH | $4.05M 3.60% | 0.00 | 0.00 | 74.06K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 19.22K | SH | $3.77M 3.35% | 0.00 | 0.00 | 19.22K |
PNC FINL SVCS GROUP INCSOLE | COM | 15.27K | SH | $3.18M 2.82% | 0.00 | 0.00 | 15.27K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 107.79K | SH | $2.73M 2.43% | 0.00 | 0.00 | 107.79K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 51.15K | SH | $2.53M 2.24% | 0.00 | 0.00 | 51.15K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 39.59K | SH | $2.36M 2.09% | 0.00 | 0.00 | 39.59K |
HEICO CORP NEWSOLE | COM | 5.98K | SH | $1.64M 1.46% | 0.00 | 0.00 | 5.98K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.49K | SH | $1.62M 1.44% | 0.00 | 0.00 | 2.49K |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 37.40K | SH | $1.53M 1.36% | 0.00 | 0.00 | 37.40K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 28.33K | SH | $1.50M 1.33% | 0.00 | 0.00 | 28.33K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 27.60K | SH | $1.34M 1.19% | 0.00 | 0.00 | 27.60K |
SPDR GOLD TRSOLE | GOLD SHS | 3.02K | SH | $1.30M 1.16% | 0.00 | 0.00 | 3.02K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 51.28K | SH | $1.27M 1.13% | 0.00 | 0.00 | 51.28K |
NVIDIA CORPORATIONSOLE | COM | 5.47K | SH | $954.2K 0.85% | 0.00 | 0.00 | 5.47K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 23.30K | SH | $919.1K 0.82% | 0.00 | 0.00 | 23.30K |
HEICO CORP NEWSOLE | CL A | 4.21K | SH | $888.4K 0.79% | 0.00 | 0.00 | 4.21K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.94K | SH | $848.5K 0.75% | 0.00 | 0.00 | 1.94K |
EXXON MOBIL CORPSOLE | COM | 4.99K | SH | $847.4K 0.75% | 0.00 | 0.00 | 4.99K |