DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
24.7%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Full voting authority
2.99M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 490.39K | SH | $15.18M 11.17% | 490.39K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 363.56K | SH | $10.59M 7.79% | 363.56K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 255.72K | SH | $7.85M 5.77% | 255.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 211.18K | SH | $6.14M 4.52% | 211.18K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 83.13K | SH | $6.12M 4.50% | 83.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.46K | SH | $5.97M 4.39% | 12.46K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 106.45K | SH | $5.82M 4.28% | 106.45K | 0.00 | 0.00 |
CAPITAL SOUTHWEST CORPSOLE | COM | 232.28K | SH | $5.14M 3.78% | 232.28K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 198.18K | SH | $4.90M 3.61% | 198.18K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 32.77K | SH | $4.78M 3.52% | 32.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 121.29K | SH | $3.93M 2.89% | 121.29K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 1.97K | SH | $3.78M 2.78% | 1.97K | 0.00 | 0.00 |
TRIUMPH FINANCIAL INCSOLE | COM | 51.76K | SH | $3.09M 2.27% | 51.76K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 32.50K | SH | $3.00M 2.21% | 32.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.15K | SH | $2.83M 2.08% | 11.15K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 56.24K | SH | $2.70M 1.99% | 56.24K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 35.98K | SH | $2.48M 1.82% | 35.98K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 12.02K | SH | $2.10M 1.54% | 12.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 7.26K | SH | $2.08M 1.53% | 7.26K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 6.47K | SH | $2.00M 1.47% | 6.47K | 0.00 | 0.00 |
WABASH NATL CORPSOLE | COM | 231.08K | SH | $1.99M 1.47% | 231.08K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 75.69K | SH | $1.94M 1.43% | 75.69K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.63K | SH | $1.71M 1.26% | 4.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.47K | SH | $1.57M 1.16% | 5.47K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.87K | SH | $1.43M 1.05% | 6.87K | 0.00 | 0.00 |