| VTI VG Morningstar TS MKT ETF-US | 30.18% | 140,361 | $45.0M | Add +3.0% |
| BND Vanguard Total Bond Market | 20.53% | 416,044 | $30.6M | Add +3.9% |
| VXUS Vanguard Total Intl Stock | 12.06% | 233,431 | $18.0M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 11.83% | 29,547 | $17.7M | Add +0.2% |
| NSC Norfolk Southern Corp. | 4.37% | 22,709 | $6.5M | No change |
| XOM Exxon Mobil Corp. | 2.45% | 21,564 | $3.7M | No change |
| VEU Vanguard Ftse All-World Ex-U | 2.10% | 41,786 | $3.1M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.02% | 11,523 | $3.0M | Reduce -0.3% |
| CVX Chevron Corp. | 1.76% | 12,698 | $2.6M | No change |
| NVDA Nvidia Corp. | 1.45% | 12,417 | $2.2M | No change |
| DUK Duke Energy Corp. | 1.32% | 15,000 | $2.0M | No change |
| AAPL Apple Inc. | 1.16% | 6,834 | $1.7M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.98% | 12,105 | $1.5M | No change |
| PEP Pepsico Inc. | 0.84% | 8,050 | $1.3M | No change |
| EVRG Evergy Inc. | 0.69% | 12,596 | $1.0M | No change |
| PG The Procter & Gamble Co. | 0.58% | 6,008 | $868K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.56% | 10,500 | $830K | No change |
| AEP American Electric Power | 0.55% | 6,248 | $819K | No change |
| KO The Coca-Cola Co. | 0.51% | 10,000 | $761K | No change |
| T AT&T Inc. | 0.47% | 24,211 | $702K | Add +22.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,075 | $515K | Add +22.9% |
| WM Waste Management Inc. | 0.31% | 2,000 | $460K | No change |
| AMZN Amazon.com Inc. | 0.31% | 2,200 | $458K | No change |
| VDE Vanguard Energy ETF | 0.29% | 2,500 | $433K | No change |
| MMM 3M Co. | 0.26% | 2,700 | $392K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 1,500 | $364K | No change |
| TXN Texas Instruments Inc. | 0.21% | 1,626 | $316K | Reduce -3.6% |
| SBSI Southside Bancshares Inc. | 0.21% | 9,856 | $306K | No change |
| ENB Enbridge Inc. | 0.18% | 5,000 | $271K | No change |
| MU Micron Technology Inc. | 0.17% | 744 | $251K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 866 | $249K | No change |
| JNJ Johnson & Johnson | 0.17% | 1,010 | $247K | No change |
| DVN Devon Energy Corp. | 0.15% | 4,590 | $231K | New |
| SSO Proshares Ultra S&P500 | 0.15% | 4,294 | $223K | Reduce -0.3% |
| SO The Southern Co. | 0.14% | 2,232 | $215K | New |
| MCD McDonald's Corp. | 0.14% | 687 | $214K | No change |
| PNW Pinnacle West Capital | 0.14% | 2,000 | $202K | New |