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CIK 0001084683 • 4 13F filings • May 6, 2025 – Feb 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $214K | 0.0% | 1,000 SH | New |
| ALPHABET INC | CAP STK CL A | $480K | 0.0%Prev: 0.0% | 1,533 SH | Increased+89 SH |
| ALPHABET INC | CAP STK CL C | $49.6M | 2.7%Prev: 2.4% | 157,934 SH | Increased-12,312 SH |
| AMAZON COM INC | COM | $28.3M | 1.6%Prev: 1.5% | 122,783 SH | Increased+4,033 SH |
| AMERICAN EXPRESS CO | COM | $12.3M | 0.7%Prev: 0.6% | 33,282 SH | Increased+1,757 SH |
| AMGEN INC | COM | $246K | 0.0%Prev: 0.0% | 752 SH | Increased |
| AON PLC | SHS CL A | $661K | 0.0%Prev: 0.1% | 1,874 SH | Decreased-1,010 SH |
| APPLE INC | COM | $59.4M | 3.3%Prev: 3.4% | 218,673 SH | Increased-9,865 SH |
| BANK AMERICA CORP | COM | $444K | 0.0%Prev: 0.0% | 8,079 SH | Decreased-1,819 SH |
| BANK OZK LITTLE ROCK ARK | COM | $1.4M | 0.1%Prev: 0.1% | 29,699 SH | Decreased-468 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $31.5M | 1.7%Prev: 1.8% | 62,748 SH | Increased+1,536 SH |
| BLACKSTONE INC | COM | $273K | 0.0%Prev: 0.0% | 1,771 SH | Decreased+81 SH |
| BOEING CO | COM | $515K | 0.0%Prev: 0.0% | 2,370 SH | Increased+60 SH |
| BROADCOM INC | COM | $15.8M | 0.9%Prev: 0.9% | 45,550 SH | Decreased-2,736 SH |
| CATERPILLAR INC | COM | $19.6M | 1.1%Prev: 1.0% | 34,136 SH | Increased-1,976 SH |
| CHEVRON CORP NEW | COM | $604K | 0.0%Prev: 0.0% | 3,960 SH | Decreased-395 SH |
| CISCO SYS INC | COM | $207K | 0.0%Prev: 0.0% | 2,684 SH | Decreased-2,166 SH |
| CORNING INC | COM | $429K | 0.0%Prev: 0.0% | 4,902 SH | Decreased-750 SH |
| DISNEY WALT CO | COM | $202K | 0.0%Prev: 0.0% | 1,778 SH | Decreased+2 SH |
| EATON CORP PLC | SHS | $241K | 0.0%Prev: 0.0% | 758 SH | Decreased-158 SH |
| ELI LILLY & CO | COM | $845K | 0.0%Prev: 0.0% | 786 SH | Increased-3 SH |
| ENTERGY CORP NEW | COM | $2.2M | 0.1%Prev: 0.1% | 24,035 SH | Decreased-914 SH |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | $1.4M | 0.1% | 200,000 SH | New |
| EXXON MOBIL CORP | COM | $2.5M | 0.1%Prev: 0.1% | 20,965 SH | Increased-750 SH |
| HOME BANCSHARES INC | COM | $5.9M | 0.3%Prev: 0.3% | 213,034 SH | Decreased-500 SH |
| HOME DEPOT INC | COM | $1.4M | 0.1%Prev: 0.1% | 3,945 SH | Decreased-398 SH |
| HUNT J B TRANS SVCS INC | COM | $39.2M | 2.2%Prev: 1.5% | 201,839 SH | Increased+8,270 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $743K | 0.0%Prev: 0.0% | 2,509 SH | Decreased-150 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $44.5M | 2.4%Prev: 2.6% | 232,212 SH | Increased-1,412 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $1.4M | 0.1%Prev: 0.1% | 19,293 SH | Decreased-5,850 SH |
| INVESCO QQQ TR | UNIT SER 1 | $51.3M | 2.8%Prev: 2.9% | 83,550 SH | Increased+46 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $612K | 0.0%Prev: 0.0% | 6,100 SH | Decreased |
| ISHARES TR | 7-10 YR TRSY BD | $70.1M | 3.9%Prev: 3.6% | 729,278 SH | Increased+90,381 SH |
| ISHARES TR | CORE MSCI TOTAL | $295K | 0.0%Prev: 0.0% | 3,481 SH | Decreased-388 SH |
| ISHARES TR | CORE S&P MCP ETF | $38.4M | 2.1%Prev: 2.1% | 581,243 SH | Increased+20,440 SH |
| ISHARES TR | CORE S&P TTL STK | $7.7M | 0.4%Prev: 0.6% | 51,537 SH | Decreased-15,401 SH |
| ISHARES TR | CORE S&P US GWT | $492K | 0.0%Prev: 0.0% | 2,931 SH | Decreased-687 SH |
| ISHARES TR | CORE S&P500 ETF | $8.1M | 0.4%Prev: 0.5% | 11,784 SH | Decreased-2,184 SH |
| ISHARES TR | ISHARES SEMICDTR | $35.4M | 1.9%Prev: 2.0% | 117,606 SH | Increased-10,480 SH |
| ISHARES TR | ISHS 1-5YR INVS | $49.1M | 2.7%Prev: 2.7% | 928,984 SH | Increased+48,306 SH |
| ISHARES TR | ISHS 5-10YR INVT | $86.7M | 4.8%Prev: 4.6% | 1,609,738 SH | Increased+128,387 SH |
| ISHARES TR | MSCI INTL QUALTY | $1.0M | 0.1%Prev: 0.1% | 22,297 SH | Decreased-2,069 SH |
| ISHARES TR | MSCI USA MIN VOL | $338K | 0.0%Prev: 0.0% | 3,589 SH | Decreased |
| ISHARES TR | RUS 1000 ETF | $571K | 0.0%Prev: 0.0% | 1,530 SH | Decreased-143 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.5M | 0.1%Prev: 0.1% | 3,271 SH | Decreased-282 SH |
| ISHARES TR | RUS 1000 VAL ETF | $427K | 0.0%Prev: 0.0% | 2,029 SH | Decreased-1,186 SH |
| ISHARES TR | RUSSELL 2000 ETF | $40.5M | 2.2%Prev: 2.3% | 164,722 SH | Increased+1,076 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.4M | 0.1%Prev: 0.1% | 11,209 SH | Decreased-996 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.4M | 0.1%Prev: 0.1% | 6,400 SH | Increased-106 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.6M | 0.1%Prev: 0.1% | 15,000 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $80.3M | 4.4%Prev: 4.1% | 1,587,784 SH | Increased+192,915 SH |
| JACOBS SOLUTIONS INC | COM | $10.1M | 0.6%Prev: 0.6% | 75,923 SH | Decreased+1,090 SH |
| JOHNSON & JOHNSON | COM | $794K | 0.0%Prev: 0.0% | 3,836 SH | Decreased-778 SH |
| JPMORGAN CHASE & CO. | COM | $21.7M | 1.2%Prev: 1.2% | 67,442 SH | Increased-1,167 SH |
| KKR & CO INC | COM | $14.1M | 0.8% | 110,971 SH | New |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $17.3M | 1.0%Prev: 1.1% | 175,878 SH | Decreased-754 SH |
| LOWES COS INC | COM | $874K | 0.0%Prev: 0.1% | 3,623 SH | Decreased |
| MCDONALDS CORP | COM | $1.2M | 0.1%Prev: 0.1% | 4,042 SH | Decreased-78 SH |
| MCKESSON CORP | COM | $202K | 0.0% | 246 SH | New |
| META PLATFORMS INC | CL A | $19.4M | 1.1%Prev: 1.2% | 29,320 SH | Decreased+326 SH |
| MICROSOFT CORP | COM | $49.0M | 2.7%Prev: 3.0% | 101,388 SH | Decreased-285 SH |
| NETFLIX INC | COM | $7.5M | 0.4%Prev: 0.0% | 79,618 SH | Increased+79,290 SH |
| NVIDIA CORPORATION | COM | $49.8M | 2.7%Prev: 3.0% | 267,024 SH | Decreased-14,854 SH |
| ORACLE CORP | COM | $557K | 0.0%Prev: 0.0% | 2,860 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $10.1M | 0.6%Prev: 0.6% | 54,785 SH | Decreased+1,388 SH |
| PEPSICO INC | COM | $221K | 0.0%Prev: 0.0% | 1,542 SH | Increased-16 SH |
| PROCTER AND GAMBLE CO | COM | $807K | 0.0%Prev: 0.1% | 5,634 SH | Decreased-296 SH |
| PURE STORAGE INC | CL A | $245K | 0.0%Prev: 0.0% | 3,650 SH | Decreased |
| RAYONIER INC | COM | $234K | 0.0%Prev: 0.0% | 10,802 SH | Decreased+502 SH |
| REGIONS FINANCIAL CORP NEW | COM | $664K | 0.0%Prev: 0.0% | 24,520 SH | Increased |
| ROCKWELL AUTOMATION INC | COM | $233K | 0.0%Prev: 0.0% | 600 SH | Increased |
| RTX CORPORATION | COM | $630K | 0.0%Prev: 0.0% | 3,437 SH | Increased |
| SALESFORCE INC | COM | $230K | 0.0% | 867 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $535K | 0.0%Prev: 0.0% | 22,255 SH | Increased+547 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $752K | 0.0%Prev: 0.0% | 23,039 SH | Increased+1,234 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $659K | 0.0%Prev: 0.0% | 22,264 SH | Increased+405 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $127.7M | 7.0%Prev: 7.5% | 4,746,845 SH | Decreased-209,852 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $444K | 0.0%Prev: 0.0% | 14,756 SH | Decreased-1,120 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $35.2M | 1.9% | 453,742 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $25.4M | 1.4% | 463,308 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $69.4M | 3.8% | 448,436 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $38.3M | 2.1% | 246,725 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $17.8M | 1.0% | 416,882 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $10.6M | 0.6%Prev: 0.6% | 15,611 SH | Increased+259 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.6M | 0.3% | 43,308 SH | New |
| SPORTSMANS WHSE HLDGS INC | COM | $121K | 0.0%Prev: 0.0% | 82,682 SH | Decreased+26,785 SH |
| SRH TOTAL RETURN FUND INC | COM | $262K | 0.0%Prev: 0.0% | 14,128 SH | Increased |
| STRYKER CORPORATION | COM | $1.4M | 0.1%Prev: 0.1% | 3,998 SH | Decreased-125 SH |
| SYMBOTIC INC | CLASS A COM | $846K | 0.0%Prev: 0.0% | 14,217 SH | Increased |
| TESLA INC | COM | $15.3M | 0.8%Prev: 0.9% | 34,063 SH | Decreased-2,279 SH |
| TOAST INC | CL A | $1.5M | 0.1%Prev: 0.1% | 42,740 SH | Decreased |
| TYSON FOODS INC | CL A | $8.0M | 0.4%Prev: 0.3% | 135,826 SH | Increased+25,975 SH |
| UNION PAC CORP | COM | $222K | 0.0%Prev: 0.0% | 961 SH | Decreased-104 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $2.1M | 0.1%Prev: 0.1% | 5,813 SH | Increased |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $247K | 0.0%Prev: 0.0% | 1,206 SH | Increased-18 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $14.1M | 0.8%Prev: 0.8% | 159,589 SH | Increased+5,930 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $166.4M | 9.2%Prev: 9.6% | 265,400 SH | Decreased-6,649 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $25.2M | 1.4%Prev: 1.5% | 75,278 SH | Decreased-1,775 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.5M | 0.4%Prev: 0.4% | 89,942 SH | Decreased-1,837 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $74.0M | 4.1%Prev: 4.0% | 981,146 SH | Increased+36,903 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $45.5M | 2.5%Prev: 2.5% | 728,016 SH | Increased+8,846 SH |
| VANGUARD WORLD FD | ENERGY ETF | $22.1M | 1.2%Prev: 1.2% | 175,649 SH | Increased+11,107 SH |
| VANGUARD WORLD FD | INF TECH ETF | $14.3M | 0.8%Prev: 0.8% | 18,997 SH | Increased+21 SH |
| VISA INC | COM CL A | $9.9M | 0.5%Prev: 0.5% | 28,323 SH | Increased+1,138 SH |
| WALMART INC | COM | $65.9M | 3.6%Prev: 3.4% | 591,254 SH | Increased+21,102 SH |
| WELLS FARGO CO NEW | COM | $3.7M | 0.2%Prev: 0.1% | 39,939 SH | Increased+27,700 SH |
| WESTROCK COFFEE CO | COM | $238K | 0.0%Prev: 0.0% | 58,467 SH | Increased+30,914 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $927K | 0.1%Prev: 0.1% | 10,364 SH | Decreased-1,125 SH |
| YETI HLDGS INC | COM | $223K | 0.0%Prev: 0.0% | 5,047 SH | Decreased-2,068 SH |
| 13F-HR |
| 0001084683-26-000003 |
| $2.15B |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004154 | $1.60B | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001084683-26-000002 | $1.85B | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002622 | $1.45B | View |