MCKINNEY, TX
Allocation by class
Portfolio Concentration
Top 3 weight
72.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 100.97K | SH | $63.32M 47.64% | 0.00 | 0.00 | 100.97K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 255.16K | SH | $21.78M 16.39% | 0.00 | 0.00 | 255.16K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 193.70K | SH | $11.61M 8.73% | 0.00 | 0.00 | 193.70K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 13.78K | SH | $10.38M 7.81% | 0.00 | 0.00 | 13.78K |
ISHARES INCSOLE | CORE MSCI EMKT | 113.18K | SH | $7.61M 5.72% | 0.00 | 0.00 | 113.18K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 120.91K | SH | $7.55M 5.68% | 0.00 | 0.00 | 120.91K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 139.51K | SH | $5.10M 3.84% | 0.00 | 0.00 | 139.51K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 44.53K | SH | $2.22M 1.67% | 0.00 | 0.00 | 44.53K |
APPLE INCSOLE | COM | 8.03K | SH | $2.18M 1.64% | 0.00 | 0.00 | 8.03K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 21.35K | SH | $1.15M 0.86% | 0.00 | 0.00 | 21.35K |