DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
25.3%
Top 10 weight
53.8%
Voting Authority Distribution
Total shares with voting rights: 3.08M
Full voting authority
3.08M
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 | 499.88K | SH | $17.01M 11.18% | 499.88K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 373.20K | SH | $13.41M 8.81% | 373.20K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 247.67K | SH | $8.06M 5.30% | 247.67K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 102.71K | SH | $7.19M 4.72% | 102.71K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 210.30K | SH | $6.86M 4.51% | 210.30K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 92.61K | SH | $6.50M 4.27% | 92.61K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.86K | SH | $6.40M 4.21% | 12.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 203.14K | SH | $5.58M 3.67% | 203.14K | 0.00 | 0.00 |
CAPITAL SOUTHWEST CORPSOLE | COM | 239.35K | SH | $5.54M 3.64% | 239.35K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 34.34K | SH | $5.33M 3.50% | 34.34K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 124.83K | SH | $4.37M 2.87% | 124.83K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.98K | SH | $3.66M 2.40% | 10.98K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 2K | SH | $3.42M 2.25% | 2K | 0.00 | 0.00 |
TRIUMPH FINANCIAL INCSOLE | COM | 53.01K | SH | $3.18M 2.09% | 53.01K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 35.96K | SH | $3.13M 2.06% | 35.96K | 0.00 | 0.00 |
WABASH NATL CORPSOLE | COM | 250.66K | SH | $3.09M 2.03% | 250.66K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 101.84K | SH | $3.06M 2.01% | 101.84K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 59.18K | SH | $2.77M 1.82% | 59.18K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.91K | SH | $2.72M 1.79% | 11.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.66K | SH | $2.39M 1.57% | 4.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.92K | SH | $2.36M 1.55% | 6.92K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 6.38K | SH | $2.24M 1.47% | 6.38K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 35.19K | SH | $2.21M 1.45% | 35.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.47K | SH | $1.88M 1.24% | 5.47K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 14.54K | SH | $1.75M 1.15% | 14.54K | 0.00 | 0.00 |