Scissortail Wealth Management, LLC

data from 30/09/2025

Capitalization

$ 458.697 M 10.20 %

Average holding period

8 ans

Performance

$ 45.007 M 4.97 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Scissortail Wealth Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VTI VANGUARD INDEX FDS 8.54% 39.169 M $ 119357 2024/03/31 2.865 M $ 7.98 %
2025/09/30 IVW ISHARES TR 5.03% 23.080 M $ 191184 2024/03/31 2.093 M $ 9.65 %
2025/09/30 DYNF BLACKROCK ETF TRUST 4.05% 18.575 M $ 313759 2024/03/31 994.731 K $ 8.70 %
2025/09/30 QUAL ISHARES TR 3.39% 15.542 M $ 79907 2022/03/31 1.022 M $ 6.39 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 3.37% 15.439 M $ 216317 2024/03/31 887.934 K $ 6.17 %
2025/09/30 AAPL APPLE INC 2.95% 13.532 M $ 53144 2021/12/31 2.608 M $ 24.11 %
2025/09/30 IVE ISHARES TR 2.93% 13.437 M $ 65066 2024/03/31 631.264 K $ 5.67 %
2025/09/30 QQQ INVESCO QQQ TR 2.85% 13.083 M $ 21792 2021/12/31 757.361 K $ 8.83 %
2025/09/30 IBTF ISHARES TR 2.68% 12.311 M $ 526907 2023/03/31 5.170 K $ 0.04 %
2025/09/30 BINC BLACKROCK ETF TRUST II 2.67% 12.253 M $ 230146 2025/03/31 91.406 K $ 0.76 %
2025/09/30 IBTG ISHARES TR 2.50% 11.448 M $ 498827 2023/09/30 9.862 K $ 0.09 %
2025/09/30 AVGO BROADCOM INC 2.40% 11.013 M $ 33382 2022/03/31 1.849 M $ 19.68 %
2025/09/30 WMT WALMART INC 2.23% 10.234 M $ 99300 2024/03/31 523.902 K $ 5.40 %
2025/09/30 MSFT MICROSOFT CORP 2.18% 10.004 M $ 19315 2024/03/31 396.812 K $ 4.13 %
2025/09/30 IBTI ISHARES TR 2.09% 9.602 M $ 428929 2023/12/31 12.662 K $ 0.13 %
2025/09/30 IBHE ISHARES TR 1.96% 9.000 M $ 387581 2022/12/31 -15.308 K $ -0.17 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.92% 8.820 M $ 27961 2021/12/31 715.835 K $ 8.80 %
2025/09/30 IBDQ ISHARES TR 1.77% 8.114 M $ 322125 2023/09/30 3.160 K $ 0.04 %
2025/09/30 IVV ISHARES TR 1.75% 8.044 M $ 12019 2024/03/31 1.148 M $ 7.79 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 1.54% 7.045 M $ 64078 2023/06/30 275.708 K $ 4.10 %
2025/09/30 AMZN AMAZON COM INC 1.49% 6.812 M $ 31025 2021/12/31 3.366 K $ 0.08 %
2025/09/30 EFV ISHARES TR 1.43% 6.552 M $ 96600 2024/03/31 307.871 K $ 6.85 %
2025/09/30 COP CONOCOPHILLIPS 1.43% 6.551 M $ 69252 2021/12/31 336.143 K $ 5.40 %
2025/09/30 PSX PHILLIPS 66 1.42% 6.492 M $ 47731 2024/03/31 798.313 K $ 14.02 %
2025/09/30 MPC MARATHON PETE CORP 1.36% 6.240 M $ 32378 2021/12/31 853.997 K $ 16.03 %
2025/09/30 HD HOME DEPOT INC 1.30% 5.979 M $ 14757 2024/03/31 558.743 K $ 10.52 %
2025/09/30 ETN EATON CORP PLC 1.30% 5.972 M $ 15957 2021/12/31 275.538 K $ 4.83 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 1.30% 5.969 M $ 120690 2025/09/30 0.000 $ 0.00 %
2025/09/30 CME CME GROUP INC 1.30% 5.947 M $ 22012 2021/12/31 -117.836 K $ -1.97 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.29% 5.908 M $ 31862 2024/03/31 1.015 M $ 21.39 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 1.29% 5.905 M $ 12913 2024/03/31 468.845 K $ 8.76 %
2025/09/30 NVDA NVIDIA CORPORATION 1.29% 5.905 M $ 31646 2021/12/31 907.618 K $ 18.10 %
2025/09/30 OEF ISHARES TR 1.26% 5.773 M $ 17344 2025/03/31 173.931 K $ 9.36 %
2025/09/30 CB CHUBB LIMITED 1.24% 5.670 M $ 20089 2021/12/31 -146.404 K $ -2.58 %
2025/09/30 IEMG ISHARES INC 1.17% 5.389 M $ 81745 2021/12/31 257.269 K $ 9.81 %
2025/09/30 UNP UNION PAC CORP 1.11% 5.090 M $ 21532 2024/03/31 131.838 K $ 2.73 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 1.11% 5.078 M $ 115531 2021/12/31 76.922 K $ 1.57 %
2025/09/30 ADI ANALOG DEVICES INC 1.05% 4.793 M $ 19509 2024/09/30 145.681 K $ 3.23 %
2025/09/30 MDT MEDTRONIC PLC 1.03% 4.728 M $ 49643 2023/12/31 384.672 K $ 9.26 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.95% 4.358 M $ 15979 2021/12/31 -145.591 K $ -3.31 %
2025/09/30 ABBV ABBVIE INC 0.83% 3.827 M $ 16530 2025/06/30 727.235 K $ 24.74 %
2025/09/30 VWOB VANGUARD WHITEHALL FDS 0.76% 3.503 M $ 52367 2024/03/31 82.557 K $ 2.37 %
2025/09/30 THRO BLACKROCK ETF TRUST 0.72% 3.314 M $ 87532 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBHF ISHARES TR 0.71% 3.252 M $ 139033 2023/09/30 22.528 K $ 0.69 %
2025/09/30 HCA HCA HEALTHCARE INC 0.63% 2.868 M $ 6730 2024/03/31 294.372 K $ 11.25 %
2025/09/30 IBDR ISHARES TR 0.57% 2.594 M $ 106737 2023/09/30 5.273 K $ 0.21 %
2025/09/30 DRI DARDEN RESTAURANTS INC 0.56% 2.550 M $ 13398 2024/03/31 -363.154 K $ -12.67 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.54% 2.494 M $ 4965 2021/12/31 83.322 K $ 3.49 %
2025/09/30 FIS FIDELITY NATL INFORMATION SV 0.48% 2.208 M $ 33481 2024/09/30 -506.178 K $ -19.00 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.48% 2.185 M $ 29379 2024/03/31 21.112 K $ 1.01 %
2025/09/30 BBY BEST BUY INC 0.45% 2.059 M $ 27230 2021/12/31 216.376 K $ 12.65 %
2025/09/30 SHLD GLOBAL X FDS 0.45% 2.055 M $ 29252 2025/09/30 0.000 $ 0.00 %
2025/09/30 MTUM ISHARES TR 0.45% 2.051 M $ 7996 2025/03/31 131.975 K $ 6.71 %
2025/09/30 CMCSA COMCAST CORP NEW 0.42% 1.935 M $ 61578 2021/12/31 -251.699 K $ -11.97 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.42% 1.925 M $ 54894 2021/12/31 171.684 K $ 10.22 %
2025/09/30 INTU INTUIT 0.39% 1.803 M $ 2640 2024/03/31 -276.460 K $ -13.30 %
2025/09/30 GOOG ALPHABET INC 0.31% 1.439 M $ 5910 2021/12/31 389.682 K $ 37.30 %
2025/09/30 MUB ISHARES TR 0.30% 1.392 M $ 13071 2024/03/31 28.562 K $ 1.92 %
2025/09/30 IBDT ISHARES TR 0.29% 1.319 M $ 51682 2023/12/31 5.099 K $ 0.39 %
2025/09/30 IBHI ISHARES TR 0.29% 1.313 M $ 55068 2025/03/31 8.733 K $ 0.68 %
2025/09/30 SPAB SPDR SERIES TRUST 0.29% 1.313 M $ 50801 2024/09/30 13.903 K $ 0.98 %
2025/09/30 IBTH ISHARES TR 0.29% 1.311 M $ 58228 2025/03/31 1.725 K $ 0.13 %
2025/09/30 IBMO ISHARES TR 0.28% 1.293 M $ 50373 2023/12/31 2.206 K $ 0.16 %
2025/09/30 IBMN ISHARES TR 0.28% 1.292 M $ 48213 2023/12/31 1.584 K $ 0.11 %
2025/09/30 MA MASTERCARD INCORPORATED 0.28% 1.263 M $ 2220 2021/12/31 15.251 K $ 1.22 %
2025/09/30 OKE ONEOK INC NEW 0.25% 1.166 M $ 15984 2024/03/31 -138.222 K $ -10.61 %
2025/09/30 GOOGL ALPHABET INC 0.25% 1.159 M $ 4768 2021/12/31 318.836 K $ 37.94 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.22% 1.002 M $ 3017 2021/12/31 39.764 K $ 4.13 %
2025/09/30 META META PLATFORMS INC 0.18% 835.790 K $ 1138 2021/12/31 -4.214 K $ -0.50 %
2025/09/30 VGT VANGUARD WORLD FD 0.18% 830.999 K $ 1113 2021/12/31 92.768 K $ 12.57 %
2025/09/30 WMB WILLIAMS COS INC 0.18% 827.414 K $ 13061 2024/03/31 7.052 K $ 0.86 %
2025/09/30 V VISA INC 0.18% 824.849 K $ 2416 2021/12/31 -33.067 K $ -3.85 %
2025/09/30 CVX CHEVRON CORP NEW 0.18% 821.329 K $ 5289 2024/03/31 61.830 K $ 8.45 %
2025/09/30 LOW LOWES COS INC 0.17% 792.883 K $ 3155 2024/03/31 92.942 K $ 13.27 %
2025/09/30 XOM EXXON MOBIL CORP 0.15% 670.058 K $ 5922 2021/12/31 29.313 K $ 4.57 %
2025/09/30 WAT WATERS CORP 0.11% 488.690 K $ 1630 2024/03/31 -80.244 K $ -14.10 %
2025/09/30 ICVT ISHARES TR 0.11% 488.209 K $ 4880 2022/03/31 52.973 K $ 11.05 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.11% 483.229 K $ 3145 2024/03/31 -17.849 K $ -3.56 %
2025/09/30 URI UNITED RENTALS INC 0.10% 477.330 K $ 500 2024/03/31 100.630 K $ 26.71 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.10% 443.645 K $ 2432 2025/03/31 111.654 K $ 33.82 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.09% 425.023 K $ 638 2024/09/30 30.834 K $ 7.82 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.09% 406.352 K $ 439 2021/12/31 -28.232 K $ -6.50 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.09% 398.175 K $ 500 2023/12/31 44.300 K $ 12.52 %
2025/09/30 GE GE AEROSPACE 0.08% 378.149 K $ 1272 2024/06/30 55.242 K $ 16.97 %
2025/09/30 VLO VALERO ENERGY CORP 0.08% 377.296 K $ 2216 2021/12/31 79.421 K $ 26.66 %
2025/09/30 INSM INSMED INC 0.08% 360.025 K $ 2500 2025/06/30 108.424 K $ 43.09 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.08% 356.506 K $ 727 2025/06/30 -13.572 K $ -3.72 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.07% 323.643 K $ 767 2023/12/31 -11.850 K $ -3.53 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.07% 316.106 K $ 1127 2024/03/31 -14.222 K $ -4.33 %
2025/09/30 CHRD CHORD ENERGY CORPORATION 0.07% 313.612 K $ 3156 2024/12/31 7.953 K $ 2.60 %
2025/09/30 HP HELMERICH & PAYNE INC 0.07% 308.730 K $ 13976 2024/06/30 96.853 K $ 45.71 %
2025/09/30 ATO ATMOS ENERGY CORP 0.07% 303.935 K $ 1780 2023/03/31 29.685 K $ 10.80 %
2025/09/30 XEL XCEL ENERGY INC 0.06% 294.292 K $ 3649 2022/03/31 45.895 K $ 18.43 %
2025/09/30 CRM SALESFORCE INC 0.06% 292.458 K $ 1234 2023/12/31 -48.859 K $ -13.09 %
2025/09/30 CSX CSX CORP 0.06% 290.800 K $ 8189 2024/03/31 24.724 K $ 8.83 %
2025/09/30 HLI HOULIHAN LOKEY INC 0.06% 288.680 K $ 1406 2024/09/30 35.670 K $ 14.10 %
2025/09/30 YUM YUM BRANDS INC 0.06% 288.192 K $ 1896 2024/06/30 7.242 K $ 2.58 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.06% 283.878 K $ 6008 2024/03/31 32.561 K $ 12.47 %
2025/09/30 ORCL ORACLE CORP 0.06% 279.834 K $ 995 2025/06/30 62.296 K $ 28.64 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.06% 279.296 K $ 1719 2024/06/30 -35.256 K $ -10.97 %