DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
41.3%
Top 10 weight
71.1%
Voting Authority Distribution
Total shares with voting rights: 5.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 1.18M | SH | $57.78M 15.84% | 0.00 | 0.00 | 1.18M |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 842.39K | SH | $49.31M 13.52% | 0.00 | 0.00 | 842.39K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 99.36K | SH | $43.40M 11.90% | 0.00 | 0.00 | 99.36K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 63.71K | SH | $30.53M 8.37% | 0.00 | 0.00 | 63.71K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 627.65K | SH | $18.51M 5.08% | 0.00 | 0.00 | 627.65K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 594.20K | SH | $16.55M 4.54% | 0.00 | 0.00 | 594.20K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 411.91K | SH | $14.74M 4.04% | 0.00 | 0.00 | 411.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $10.77M 2.95% | 0.00 | 0.00 | 15.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL HIGH I | 387.79K | SH | $9.82M 2.69% | 0.00 | 0.00 | 387.79K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 86.48K | SH | $7.85M 2.15% | 0.00 | 0.00 | 86.48K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 274.51K | SH | $7.19M 1.97% | 0.00 | 0.00 | 274.51K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.72K | SH | $6.40M 1.76% | 0.00 | 0.00 | 10.72K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 129.85K | SH | $5.92M 1.62% | 0.00 | 0.00 | 129.85K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED MID | 162.77K | SH | $5.85M 1.61% | 0.00 | 0.00 | 162.77K |
APPLE INCSOLE | COM | 21.39K | SH | $5.43M 1.49% | 0.00 | 0.00 | 21.39K |
ALPHABET INCSOLE | CAP STK CL C | 17.61K | SH | $5.05M 1.39% | 0.00 | 0.00 | 17.61K |
ARISTA NETWORKS INCSOLE | COM SHS | 36.56K | SH | $4.49M 1.23% | 0.00 | 0.00 | 36.56K |
NVIDIA CORPORATIONSOLE | COM | 24.07K | SH | $4.20M 1.15% | 0.00 | 0.00 | 24.07K |
CHEVRON CORPORATIONSOLE | COM | 20.11K | SH | $4.16M 1.14% | 0.00 | 0.00 | 20.11K |
AMERICAN EXPRESS COSOLE | COM | 12.80K | SH | $3.87M 1.06% | 0.00 | 0.00 | 12.80K |
ANALOG DEVICES INCSOLE | COM | 10.17K | SH | $3.24M 0.89% | 0.00 | 0.00 | 10.17K |
MICROSOFT CORPSOLE | COM | 8.30K | SH | $3.07M 0.84% | 0.00 | 0.00 | 8.30K |
SCHWAB CHARLES CORPSOLE | COM | 31.83K | SH | $2.99M 0.82% | 0.00 | 0.00 | 31.83K |
ARMSTRONG WORLD INDS INC NEWSOLE | COM | 15.55K | SH | $2.56M 0.70% | 0.00 | 0.00 | 15.55K |
BOOKING HOLDINGS INCSOLE | COM | 566.00 | SH | $2.38M 0.65% | 0.00 | 0.00 | 566.00 |