TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
23.7%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 8.90M
Full voting authority
5.53M
shares
Joint voting authority
0.00
shares
No voting authority
3.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 1.30M | SH | $21.76M 9.31% | 1.30M | 0.00 | 1.06M |
APPLE INC COMSOLE | Stock | 60.93K | SH | $17.63M 7.54% | 60.93K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 825.88K | SH | $16.10M 6.89% | 825.88K | 0.00 | 784.48K |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | ETF | 568.51K | SH | $14.12M 6.04% | 568.51K | 0.00 | 454.18K |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 214.56K | SH | $10.57M 4.52% | 214.56K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 210.94K | SH | $9.33M 3.99% | 210.94K | 0.00 | 168.90K |
NVIDIA CORPORATION COMSOLE | Stock | 44.75K | SH | $8.95M 3.83% | 44.75K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | ETF | 164.14K | SH | $7.75M 3.31% | 164.14K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 26.46K | SH | $6.31M 2.70% | 26.46K | 0.00 | 0.00 |
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFSOLE | ETF | 128.72K | SH | $4.46M 1.91% | 128.72K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 11.20K | SH | $4.23M 1.81% | 11.20K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 11.25K | SH | $4.02M 1.72% | 11.25K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 120.44K | SH | $3.82M 1.63% | 120.44K | 0.00 | 0.00 |
ONEOK INC NEW COMSOLE | Stock | 106.79K | SH | $3.81M 1.63% | 106.79K | 0.00 | 63.73K |
VANGUARD MEGA CAP VALUE ETFSOLE | ETF | 21.66K | SH | $3.54M 1.51% | 21.66K | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 40.67K | SH | $3.35M 1.43% | 40.67K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 79.40K | SH | $3.28M 1.40% | 79.40K | 0.00 | 0.00 |
ALLIANT ENERGY CORP COMSOLE | Stock | 40.24K | SH | $3.07M 1.31% | 40.24K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 8.20K | SH | $3.06M 1.31% | 8.20K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETFSOLE | ETF | 68.30K | SH | $3.04M 1.30% | 68.30K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 3.94K | SH | $2.94M 1.26% | 3.94K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 2.39K | SH | $2.86M 1.23% | 2.39K | 0.00 | 0.00 |
AAON INC COM PAR $0.004SOLE | Stock | 17.90K | SH | $2.27M 0.97% | 17.90K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 49.09K | SH | $2.18M 0.93% | 49.09K | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 31.04K | SH | $2.17M 0.93% | 31.04K | 0.00 | 0.00 |