DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
10.8%
Top 10 weight
21.8%
Voting Authority Distribution
Total shares with voting rights: 8.66B
Full voting authority
8.65B
shares
Joint voting authority
0.00
shares
No voting authority
10.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 160.21M | SH | $32.06B 4.27% | 160.20M | 0.00 | 10.49K |
APPLE INCSOLE | COM | 101.37M | SH | $29.33B 3.90% | 101.36M | 0.00 | 17.08K |
MICROSOFT CORPOTR | COM | 52.30M | SH | $19.51B 2.60% | 52.19M | 0.00 | 106.21K |
AMAZON COM INCSOLE | COM | 66.03M | SH | $15.74B 2.09% | 66.03M | 0.00 | 3.89K |
ALPHABET INCSOLE | CAP STK CL A | 40.98M | SH | $14.65B 1.95% | 40.98M | 0.00 | 2.91K |
BROADCOM INCSOLE | COM | 33.40M | SH | $12.62B 1.68% | 33.27M | 0.00 | 138.50K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 374.97M | SH | $11.66B 1.55% | 374.94M | 0.00 | 30.21K |
ALPHABET INCSOLE | CAP STK CL C | 32.62M | SH | $11.53B 1.53% | 32.62M | 0.00 | 1.97K |
META PLATFORMS INCSOLE | CL A | 15.44M | SH | $8.70B 1.16% | 15.43M | 0.00 | 8.69K |
UNITEDHEALTH GROUP INCOTR | COM | 19.83M | SH | $8.24B 1.10% | 19.79M | 0.00 | 41.56K |
TESLA INCSOLE | COM | 19.28M | SH | $8.11B 1.08% | 19.28M | 0.00 | 1.28K |
MICRON TECHNOLOGY INCSOLE | COM | 6.97M | SH | $8.04B 1.07% | 6.97M | 0.00 | 473.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 141.10M | SH | $7.44B 0.99% | 141.10M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6M | SH | $7.20B 0.96% | 6M | 0.00 | 346.00 |
HOME DEPOT INCSOLE | COM | 20.26M | SH | $7.15B 0.95% | 20.20M | 0.00 | 63.14K |
MERCK & CO INCOTR | COM | 54.37M | SH | $6.99B 0.93% | 54.15M | 0.00 | 210.62K |
ADVANCED MICRO DEVICES INCOTR | COM | 12.02M | SH | $6.98B 0.93% | 12.02M | 0.00 | 677.00 |
PROCTER & GAMBLE COOTR | COM | 47.24M | SH | $6.93B 0.92% | 47.05M | 0.00 | 188.98K |
COCA COLA COSOLE | COM | 80.82M | SH | $6.57B 0.87% | 80.44M | 0.00 | 382.60K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 263.44M | SH | $6.50B 0.86% | 263.44M | 0.00 | 0.00 |
TEXAS INSTRS INCOTR | COM | 21.17M | SH | $6.31B 0.84% | 21.03M | 0.00 | 138.95K |
JPMORGAN CHASE & COSOLE | COM | 19.19M | SH | $6.28B 0.84% | 19.06M | 0.00 | 123.67K |
CHEVRON CORPORATIONSOLE | COM | 37.71M | SH | $6.25B 0.83% | 37.56M | 0.00 | 157.95K |
SCHWAB STRATEGIC TRSOLE | MORTGAGE BACKED | 244.51M | SH | $6.22B 0.83% | 244.51M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.57M | SH | $5.79B 0.77% | 11.57M | 0.00 | 2.20K |