DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 13.54M
Full voting authority
13.54M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 181.72K | SH | $124.81M 6.59% | 181.72K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 121.50K | SH | $90.54M 4.78% | 121.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 761.62K | SH | $73.56M 3.88% | 761.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 240.98K | SH | $69.71M 3.68% | 240.98K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 394.85K | SH | $65.62M 3.46% | 394.84K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 318.48K | SH | $63.69M 3.36% | 318.48K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 369.13K | SH | $50.43M 2.66% | 369.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 119.70K | SH | $44.64M 2.36% | 119.70K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 86.11K | SH | $37.31M 1.97% | 86.11K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 34.66K | SH | $36.91M 1.95% | 34.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 96.03K | SH | $34.32M 1.81% | 96.03K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 113.65K | SH | $34.28M 1.81% | 113.65K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 27.82K | SH | $33.37M 1.76% | 27.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 412.14K | SH | $31.77M 1.68% | 412.14K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 43.60K | SH | $31.52M 1.66% | 43.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 125.68K | SH | $29.96M 1.58% | 125.68K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 76.65K | SH | $28.95M 1.53% | 76.65K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 81.86K | SH | $26.80M 1.41% | 81.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 71.70K | SH | $25.33M 1.34% | 71.70K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 313.30K | SH | $22.31M 1.18% | 313.30K | 0.00 | 0.00 |
DORCHESTER MINERALS L PSOLE | COM UNIT | 842.23K | SH | $21.28M 1.12% | 842.23K | 0.00 | 0.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 810.34K | SH | $19.67M 1.04% | 810.34K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 110.79K | SH | $19.53M 1.03% | 110.79K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 54.43K | SH | $18.67M 0.99% | 54.43K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 33.04K | SH | $18.61M 0.98% | 33.04K | 0.00 | 0.00 |