RENO, NV
Allocation by class
Portfolio Concentration
Top 3 weight
32.4%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 265.66K | SH | $13.4K 12.32% | 0.00 | 0.00 | 265.66K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 59.05K | SH | $12.7K 11.64% | 0.00 | 0.00 | 59.05K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 62.42K | SH | $9.2K 8.47% | 0.00 | 0.00 | 62.42K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 155.19K | SH | $4.8K 4.36% | 0.00 | 0.00 | 155.19K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.90K | SH | $4.3K 3.91% | 0.00 | 0.00 | 8.90K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 15.18K | SH | $4.1K 3.79% | 0.00 | 0.00 | 15.18K |
MERCK & CO INCSOLE | COM | 30.47K | SH | $3.7K 3.36% | 0.00 | 0.00 | 30.47K |
VERIZON COMMUNICATIONS INCSOLE | COM | 67.36K | SH | $3.4K 3.10% | 0.00 | 0.00 | 67.36K |
JPMORGAN CHASE & CO.SOLE | COM | 11.08K | SH | $3.3K 2.99% | 0.00 | 0.00 | 11.08K |
ALPHABET INCSOLE | CAP STK CL C | 10.25K | SH | $2.9K 2.70% | 0.00 | 0.00 | 10.25K |
CHEVRON CORP NEWSOLE | COM | 12.45K | SH | $2.6K 2.36% | 0.00 | 0.00 | 12.45K |
KINDER MORGAN INC DELSOLE | COM | 76.21K | SH | $2.6K 2.34% | 0.00 | 0.00 | 76.21K |
APPLE INCSOLE | COM | 9.91K | SH | $2.5K 2.30% | 0.00 | 0.00 | 9.91K |
MICROSOFT CORPSOLE | COM | 6.16K | SH | $2.3K 2.09% | 0.00 | 0.00 | 6.16K |
ALTRIA GROUP INCSOLE | COM | 31.41K | SH | $2.1K 1.90% | 0.00 | 0.00 | 31.41K |
EXXON MOBIL CORPSOLE | COM | 12.12K | SH | $2.1K 1.88% | 0.00 | 0.00 | 12.12K |
JOHNSON & JOHNSONSOLE | COM | 8.31K | SH | $2.0K 1.86% | 0.00 | 0.00 | 8.31K |
BANK AMERICA CORPSOLE | COM | 33.56K | SH | $1.6K 1.50% | 0.00 | 0.00 | 33.56K |
AT&T INCSOLE | COM | 55.45K | SH | $1.6K 1.47% | 0.00 | 0.00 | 55.45K |
AMGEN INCSOLE | COM | 4.47K | SH | $1.6K 1.44% | 0.00 | 0.00 | 4.47K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 53.41K | SH | $1.6K 1.43% | 0.00 | 0.00 | 53.41K |
ONEOK INC NEWSOLE | COM | 16.65K | SH | $1.5K 1.38% | 0.00 | 0.00 | 16.65K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.59K | SH | $1.5K 1.37% | 0.00 | 0.00 | 2.59K |
US BANCORP DELSOLE | COM NEW | 28.14K | SH | $1.5K 1.34% | 0.00 | 0.00 | 28.14K |
AMAZON COM INCSOLE | COM | 5.97K | SH | $1.2K 1.14% | 0.00 | 0.00 | 5.97K |