LUBBOCK, TX
Allocation by class
Portfolio Concentration
Top 3 weight
16.4%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 1.44M
Full voting authority
1.32M
shares
Joint voting authority
2.66K
shares
No voting authority
120.56K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 159.03K | SH | $15.36M 8.25% | 154.35K | 0.00 | 4.68K |
APPLE INCDFND | COMMON STOCK | 27.21K | SH | $7.87M 4.23% | 25.22K | 0.00 | 1.99K |
ISHARES TRDFND | ETF - MID CAP | 95.12K | SH | $7.33M 3.94% | 73.67K | 945.00 | 20.51K |
ALPHABET INCDFND | COMMON STOCK | 19.21K | SH | $6.86M 3.69% | 18.91K | 0.00 | 300.00 |
ISHARES INCDFND | ETF - INTERNATIONAL EQUITY | 72.72K | SH | $6.02M 3.24% | 71.54K | 0.00 | 1.19K |
NVIDIA CORPORATIONDFND | COMMON STOCK | 29.92K | SH | $5.99M 3.22% | 29.62K | 0.00 | 300.00 |
MICROSOFT CORPDFND | COMMON STOCK | 14.93K | SH | $5.57M 2.99% | 13.77K | 0.00 | 1.16K |
ISHARES TRDFND | ETF - LARGE CAP | 7.08K | SH | $5.30M 2.85% | 6.78K | 192.00 | 114.00 |
AMAZON COM INCDFND | COMMON STOCK | 19.31K | SH | $4.60M 2.47% | 18.91K | 0.00 | 400.00 |
BROADCOM INCDFND | COMMON STOCK | 9.58K | SH | $3.62M 1.94% | 9.04K | 0.00 | 535.00 |
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 32.33K | SH | $3.36M 1.80% | 18.51K | 0.00 | 13.82K |
VANGUARD SCOTTSDALE FDSDFND | ETF - FIXED INCOME | 55.83K | SH | $3.25M 1.75% | 49.48K | 344.00 | 6K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 8.40K | SH | $2.75M 1.48% | 7.24K | 0.00 | 1.16K |
VANGUARD BD INDEX FDSDFND | ETF - FIXED INCOME | 37.29K | SH | $2.74M 1.47% | 35.23K | 535.00 | 1.53K |
ISHARES TRDFND | ETF - SMALL CAP | 18.13K | SH | $2.69M 1.44% | 11.18K | 0.00 | 6.95K |
MARVELL TECHNOLOGY INCDFND | COMMON STOCK | 8.67K | SH | $2.58M 1.39% | 8.40K | 0.00 | 270.00 |
CATERPILLAR INCDFND | COMMON STOCK | 2.23K | SH | $2.38M 1.28% | 1.99K | 0.00 | 250.00 |
VISA INCDFND | COMMON STOCK | 6.69K | SH | $2.30M 1.23% | 6.64K | 0.00 | 50.00 |
VANGUARD INTL EQUITY INDEX FDFND | ETF - INTERNATIONAL EQUITY | 36.49K | SH | $2.18M 1.17% | 30.13K | 0.00 | 6.36K |
VANGUARD INDEX FDSDFND | ETF - MID CAP | 26.12K | SH | $2.10M 1.13% | 26.12K | 0.00 | 0.00 |
MERCK & CO INCDFND | COMMON STOCK | 15.58K | SH | $2.00M 1.08% | 15.50K | 0.00 | 75.00 |
SCHWAB STRATEGIC TRDFND | ETF - FIXED INCOME | 82.20K | SH | $1.98M 1.07% | 82.20K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 7.37K | SH | $1.87M 1.00% | 6.61K | 0.00 | 755.00 |
ISHARES TRDFND | ETF - LARGE CAP | 13.37K | SH | $1.84M 0.99% | 13.37K | 0.00 | 0.00 |
META PLATFORMS INCDFND | COMMON STOCK | 3.21K | SH | $1.81M 0.97% | 3.19K | 0.00 | 20.00 |