CIK: 0000009634
Total reported value
$6.5B
Showing top 200 holdings (of 1185 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.06% | -0.39% | +2.11% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 4.13% | +1.38% | +1.90% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.65% | -5.07% | |
| 4 | AAPL | Apple INC | Stock-Tech | 2.91% | -0.28% | +2.23% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | -0.19% | +3.85% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | — | +377.65% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.62% | — | -7.31% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.56% | -0.18% | -0.57% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | — | -11.17% | |
| 10 | BOKF | Bok Financial Corporation | Stock-Other | 1.17% | — | -0.58% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.17% | +16.19% | |
| 12 | AAON | Aaon INC | Stock-Industrials | 1.09% | — | +1.97% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | — | -6.48% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | — | -1.04% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.03% | +0.10% | -0.71% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | — | +1.26% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.94% | — | +5.41% | |
| 18 | AVGO | Broadcom INC | Stock-Tech | 0.92% | -0.27% | -16.55% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.17% | +5.82% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.15% | -9.38% | |
| 21 | ABBV | Abbvie INC | Stock-Healthcare | 0.86% | -0.10% | -18.60% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | — | -1.90% | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.81% | — | -1.92% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | — | +1.10% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | -0.14% | -0.66% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.13% | +7.46% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | — | -0.98% | |
| 28 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.72% | — | -20.63% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.70% | — | -1.08% | |
| 30 | WMT | Walmart INC | Stock-Consumer Staples | 0.70% | — | +202.48% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | +0.40% | |
| 32 | PEP | Pepsico INC | Stock-Consumer Staples | 0.68% | — | -9.41% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | -0.11% | +19.36% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | -0.09% | -2.71% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | +0.11% | -43.61% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.61% | +0.29% | +11.65% | |
| 37 | OKE | Oneok INC | Stock-Energy | 0.59% | +0.10% | -17.91% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | — | -6.45% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | — | -6.72% | |
| 40 | CSCO | Cisco Systems INC | Stock-Tech | 0.58% | — | -3.42% | |
| 41 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.57% | — | -12.47% | |
| 42 | HD | Home Depot INC | Stock-Consumer Disc | 0.57% | -0.11% | +0.39% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.56% | — | +0.53% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.54% | +0.33% | +15.30% | |
| 45 | MA | Mastercard INC - A | Stock-Financials | 0.54% | — | -7.26% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | -0.20% | -8.23% | |
| 47 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.52% | — | +173.55% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | — | -13.93% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | — | -53.28% | |
| 50 | PRU | Prudential Financial INC | Stock-Financials | 0.46% | -0.08% | +47.58% |