OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
56.7%
Top 10 weight
75.7%
Voting Authority Distribution
Total shares with voting rights: 779.25K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
779.25K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 86.10K | SH | $15.5K 29.35% | 0.00 | 0.00 | 86.10K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 172.11K | SH | $7.9K 14.96% | 0.00 | 0.00 | 172.11K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 88.82K | SH | $6.5K 12.40% | 0.00 | 0.00 | 88.82K |
PROGRESSIVE CORPSOLE | COM | 19.20K | SH | $2.2K 4.25% | 0.00 | 0.00 | 19.20K |
MICROSOFT CORPSOLE | COM | 7.53K | SH | $2.0K 3.71% | 0.00 | 0.00 | 7.53K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 27.48K | SH | $1.3K 2.52% | 0.00 | 0.00 | 27.48K |
AMAZON COM INCSOLE | COM | 11.10K | SH | $1.3K 2.41% | 0.00 | 0.00 | 11.10K |
COSTCO WHSL CORP NEWSOLE | COM | 2.26K | SH | $1.1K 2.05% | 0.00 | 0.00 | 2.26K |
EXXON MOBIL CORPSOLE | COM | 12.23K | SH | $1.1K 2.05% | 0.00 | 0.00 | 12.23K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 36.23K | SH | $1.0K 1.95% | 0.00 | 0.00 | 36.23K |
DISNEY WALT COSOLE | COM | 9.15K | SH | $892.00 1.69% | 0.00 | 0.00 | 9.15K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 18.20K | SH | $869.00 1.65% | 0.00 | 0.00 | 18.20K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 17.98K | SH | $815.00 1.55% | 0.00 | 0.00 | 17.98K |
HONEYWELL INTL INCSOLE | COM | 9.26K | SH | $806.00 1.53% | 0.00 | 0.00 | 9.26K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 19.11K | SH | $806.00 1.53% | 0.00 | 0.00 | 19.11K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 19.72K | SH | $784.00 1.49% | 0.00 | 0.00 | 19.72K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 696.00 | SH | $771.00 1.46% | 0.00 | 0.00 | 696.00 |
WALMART INCSOLE | COM | 5.51K | SH | $726.00 1.38% | 0.00 | 0.00 | 5.51K |
CIGNA CORP NEWSOLE | COM | 2.38K | SH | $639.00 1.21% | 0.00 | 0.00 | 2.38K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 11.08K | SH | $563.00 1.07% | 0.00 | 0.00 | 11.08K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 12.77K | SH | $543.00 1.03% | 0.00 | 0.00 | 12.77K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 11.70K | SH | $487.00 0.92% | 0.00 | 0.00 | 11.70K |
KROGER COSOLE | COM | 10.23K | SH | $455.00 0.86% | 0.00 | 0.00 | 10.23K |
UNITED PARCEL SERVICE INCSOLE | CL B | 2.58K | SH | $433.00 0.82% | 0.00 | 0.00 | 2.58K |
HENRY JACK & ASSOC INCSOLE | COM | 2.05K | SH | $381.00 0.72% | 0.00 | 0.00 | 2.05K |