OKLAHOMA CITY, OK
Allocation by class
Portfolio Concentration
Top 3 weight
57.4%
Top 10 weight
93.5%
Voting Authority Distribution
Total shares with voting rights: 13.98M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
13.98M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.42M | SH | $311.98M 22.24% | 0.00 | 0.00 | 1.42M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.33M | SH | $286.63M 20.44% | 0.00 | 0.00 | 3.33M |
ISHARES TRSOLE | CORE MSCI EAFE | 2.15M | SH | $206.27M 14.71% | 0.00 | 0.00 | 2.15M |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 1.83M | SH | $138.22M 9.85% | 0.00 | 0.00 | 1.83M |
ISHARES INCSOLE | CORE MSCI EMKT | 1.38M | SH | $108.57M 7.74% | 0.00 | 0.00 | 1.38M |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 398.42K | SH | $96.33M 6.87% | 0.00 | 0.00 | 398.42K |
ISHARES TRSOLE | NATIONAL MUN ETF | 543.02K | SH | $58.05M 4.14% | 0.00 | 0.00 | 543.02K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.06M | SH | $50.96M 3.63% | 0.00 | 0.00 | 1.06M |
BLACKROCK ETF TRUSTSOLE | I Shares | 308.52K | SH | $29.43M 2.10% | 0.00 | 0.00 | 308.52K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 72.22K | SH | $25.22M 1.80% | 0.00 | 0.00 | 72.22K |
DBX ETF TRSOLE | XTRACK USD HIGH | 550.45K | SH | $19.96M 1.42% | 0.00 | 0.00 | 550.45K |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 169.82K | SH | $8.69M 0.62% | 0.00 | 0.00 | 169.82K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 187.44K | SH | $6.41M 0.46% | 0.00 | 0.00 | 187.44K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 106.54K | SH | $5.36M 0.38% | 0.00 | 0.00 | 106.54K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.55K | SH | $4.66M 0.33% | 0.00 | 0.00 | 6.55K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 55.06K | SH | $3.84M 0.27% | 0.00 | 0.00 | 55.06K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.52K | SH | $3.40M 0.24% | 0.00 | 0.00 | 4.52K |
SPDR SER TRSOLE | S&P DIVID ETF | 15.25K | SH | $2.36M 0.17% | 0.00 | 0.00 | 15.25K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 26.10K | SH | $2.19M 0.16% | 0.00 | 0.00 | 26.10K |
APPLE INCSOLE | COM | 6.70K | SH | $2.13M 0.15% | 0.00 | 0.00 | 6.70K |
ISHARES TRSOLE | CORE S&P SCP ETF | 14.16K | SH | $2.05M 0.15% | 0.00 | 0.00 | 14.16K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 32.95K | SH | $1.94M 0.14% | 0.00 | 0.00 | 32.95K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.39K | SH | $1.79M 0.13% | 0.00 | 0.00 | 2.39K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.18K | SH | $1.58M 0.11% | 0.00 | 0.00 | 3.18K |
SEI EXCHANGE TRADED FUNDSSOLE | HY BND Alt | 59.53K | SH | $1.48M 0.11% | 0.00 | 0.00 | 59.53K |