TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
49.0%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 3.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 746.36K | SH | $33.11M 21.53% | 0.00 | 0.00 | 746.36K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 271.90K | SH | $22.29M 14.50% | 0.00 | 0.00 | 271.90K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 418.29K | SH | $19.97M 12.99% | 0.00 | 0.00 | 418.29K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 378.37K | SH | $14.10M 9.17% | 0.00 | 0.00 | 378.37K |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 246.73K | SH | $13.22M 8.60% | 0.00 | 0.00 | 246.73K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 308.95K | SH | $13.04M 8.48% | 0.00 | 0.00 | 308.95K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 139.12K | SH | $7.61M 4.95% | 0.00 | 0.00 | 139.12K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 163.45K | SH | $6.64M 4.32% | 0.00 | 0.00 | 163.45K |
NORTHERN LTS FD TR IVSOLE | INSPIRE INTL ETF | 58.61K | SH | $2.23M 1.45% | 0.00 | 0.00 | 58.61K |
TIDAL TRUST ISOLE | SP FDS S&P 500 | 34.53K | SH | $1.99M 1.29% | 0.00 | 0.00 | 34.53K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 65.91K | SH | $1.91M 1.24% | 0.00 | 0.00 | 65.91K |
STRATEGY SHSSOLE | EVENTIDE US MRKT | 60K | SH | $1.84M 1.20% | 0.00 | 0.00 | 60K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 5.45K | SH | $1.56M 1.01% | 0.00 | 0.00 | 5.45K |
EXXON MOBIL CORPSOLE | COM | 9.15K | SH | $1.25M 0.81% | 0.00 | 0.00 | 9.15K |
ONEOK INC NEWSOLE | COM | 14.01K | SH | $1.22M 0.79% | 0.00 | 0.00 | 14.01K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.68K | SH | $1.16M 0.75% | 0.00 | 0.00 | 1.68K |
STRATEGY SHSSOLE | EVEN HIGH DI ETF | 30.13K | SH | $990.3K 0.64% | 0.00 | 0.00 | 30.13K |
TIMOTHY PLANSOLE | U S SM CP CORE | 19.50K | SH | $935.7K 0.61% | 0.00 | 0.00 | 19.50K |
LISTED FDS TRSOLE | WAHED DOW JONES | 23.61K | SH | $932.2K 0.61% | 0.00 | 0.00 | 23.61K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 17.74K | SH | $917.0K 0.60% | 0.00 | 0.00 | 17.74K |
SOUTHERN COSOLE | COM | 7.84K | SH | $750.7K 0.49% | 0.00 | 0.00 | 7.84K |
GRANITESHARES ETF TRSOLE | 2X LONG NVDA ETF | 25K | SH | $745.3K 0.48% | 0.00 | 0.00 | 25K |
DOVER CORPSOLE | COM | 2.73K | SH | $612.1K 0.40% | 0.00 | 0.00 | 2.73K |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 11.52K | SH | $584.9K 0.38% | 0.00 | 0.00 | 11.52K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 15.41K | SH | $567.6K 0.37% | 0.00 | 0.00 | 15.41K |