LUBBOCK, TX
Allocation by class
Portfolio Concentration
Top 3 weight
16.2%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 1.43M
Full voting authority
1.31M
shares
Joint voting authority
2.66K
shares
No voting authority
121.41K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 159.38K | SH | $14.43M 8.39% | 154.70K | 0.00 | 4.68K |
APPLE INCDFND | COMMON STOCK | 27.48K | SH | $6.98M 4.06% | 25.49K | 0.00 | 1.99K |
ISHARES TRDFND | ETF - MID CAP | 96.61K | SH | $6.52M 3.79% | 75.15K | 945.00 | 20.51K |
ALPHABET INCDFND | COMMON STOCK | 19.58K | SH | $5.63M 3.27% | 19.28K | 0.00 | 300.00 |
MICROSOFT CORPDFND | COMMON STOCK | 14.95K | SH | $5.53M 3.22% | 13.79K | 0.00 | 1.16K |
NVIDIA CORPORATIONDFND | COMMON STOCK | 31.05K | SH | $5.42M 3.15% | 30.75K | 0.00 | 300.00 |
ISHARES INCDFND | ETF - INTERNATIONAL EQUITY | 72.06K | SH | $5.03M 2.92% | 70.87K | 0.00 | 1.19K |
ISHARES TRDFND | ETF - LARGE CAP | 7.13K | SH | $4.66M 2.71% | 6.83K | 192.00 | 114.00 |
AMAZON COM INCDFND | COMMON STOCK | 19.67K | SH | $4.10M 2.38% | 19.27K | 0.00 | 400.00 |
VANGUARD SCOTTSDALE FDSDFND | ETF - FIXED INCOME | 55.32K | SH | $3.24M 1.88% | 48.98K | 344.00 | 6K |
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 32.35K | SH | $3.14M 1.83% | 18.53K | 0.00 | 13.82K |
BROADCOM INCDFND | COMMON STOCK | 9.65K | SH | $2.99M 1.74% | 9.11K | 0.00 | 535.00 |
VANGUARD BD INDEX FDSDFND | ETF - FIXED INCOME | 37.55K | SH | $2.77M 1.61% | 35.35K | 535.00 | 1.67K |
VANGUARD INDEX FDSDFND | ETF - MID CAP | 7.77K | SH | $2.23M 1.30% | 7.77K | 0.00 | 0.00 |
ISHARES TRDFND | ETF - SMALL CAP | 17.66K | SH | $2.19M 1.28% | 10.71K | 0.00 | 6.95K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 7.40K | SH | $2.18M 1.27% | 6.24K | 0.00 | 1.16K |
VISA INCDFND | COMMON STOCK | 6.84K | SH | $2.07M 1.20% | 6.79K | 0.00 | 50.00 |
VANGUARD INTL EQUITY INDEX FDFND | ETF - INTERNATIONAL EQUITY | 36.91K | SH | $1.99M 1.16% | 30.55K | 0.00 | 6.36K |
MERCK & CO INCDFND | COMMON STOCK | 15.85K | SH | $1.91M 1.11% | 15.77K | 0.00 | 75.00 |
WALMART INCDFND | COMMON STOCK | 14.81K | SH | $1.84M 1.07% | 14.56K | 0.00 | 250.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 7.43K | SH | $1.82M 1.06% | 6.67K | 0.00 | 755.00 |
VANGUARD SCOTTSDALE FDSDFND | ETF - FIXED INCOME | 30.46K | SH | $1.81M 1.05% | 28.69K | 646.00 | 1.12K |
EXXON MOBIL CORPDFND | COMMON STOCK | 9.72K | SH | $1.65M 0.96% | 9.72K | 0.00 | 0.00 |
CATERPILLAR INCDFND | COMMON STOCK | 2.31K | SH | $1.64M 0.95% | 2.06K | 0.00 | 250.00 |
META PLATFORMS INCDFND | COMMON STOCK | 2.83K | SH | $1.62M 0.94% | 2.81K | 0.00 | 20.00 |