LAKE KIOWA, TX
Allocation by class
Portfolio Concentration
Top 3 weight
21.5%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Full voting authority
1.63M
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 |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 251.93K | SH | $12.75M 9.37% | 251.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 36.92K | SH | $9.37M 6.88% | 36.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.99K | SH | $7.18M 5.28% | 14.99K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 36.13K | SH | $6.13M 4.50% | 36.13K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 47.02K | SH | $5.84M 4.29% | 47.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 18.45K | SH | $5.30M 3.90% | 18.45K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.96K | SH | $5.17M 3.80% | 13.96K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 44.26K | SH | $4.06M 2.98% | 44.26K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 9.16K | SH | $2.85M 2.09% | 9.16K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 27.89K | SH | $2.69M 1.98% | 27.89K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 55K | SH | $2.69M 1.97% | 55K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 46.20K | SH | $2.62M 1.92% | 46.20K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 50.90K | SH | $2.55M 1.88% | 50.90K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 23.59K | SH | $2.55M 1.88% | 23.59K | 0.00 | 0.00 |
APA CORPORATIONSOLE | COM | 58.70K | SH | $2.49M 1.83% | 58.70K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 11.96K | SH | $2.32M 1.71% | 11.96K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.60K | SH | $2.10M 1.54% | 8.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.56K | SH | $1.99M 1.46% | 9.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.27K | SH | $1.97M 1.44% | 11.27K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 9.74K | SH | $1.97M 1.44% | 9.74K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 14.99K | SH | $1.96M 1.44% | 14.99K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 100 ETF | 6.10K | SH | $1.94M 1.43% | 6.10K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 12.28K | SH | $1.78M 1.30% | 12.28K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 8.07K | SH | $1.67M 1.23% | 8.07K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 10.66K | SH | $1.66M 1.22% | 10.66K | 0.00 | 0.00 |