KANSAS CITY, MO
Allocation by class
Portfolio Concentration
Top 3 weight
41.6%
Top 10 weight
81.3%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 528.27K | SH | $30.73M 18.91% | 0.00 | 0.00 | 528.27K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 249.09K | SH | $20.07M 12.35% | 0.00 | 0.00 | 249.09K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 218.89K | SH | $16.75M 10.31% | 0.00 | 0.00 | 218.89K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 176.09K | SH | $13.66M 8.40% | 0.00 | 0.00 | 176.09K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 353.59K | SH | $11.65M 7.17% | 0.00 | 0.00 | 353.59K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 185.27K | SH | $10.48M 6.45% | 0.00 | 0.00 | 185.27K |
ISHARES TRSOLE | LONG TERM MUNI | 183.05K | SH | $9.14M 5.62% | 0.00 | 0.00 | 183.05K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 73.14K | SH | $8.13M 5.00% | 0.00 | 0.00 | 73.14K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 82.33K | SH | $5.83M 3.59% | 0.00 | 0.00 | 82.33K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 137.44K | SH | $5.64M 3.47% | 0.00 | 0.00 | 137.44K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 55.91K | SH | $5.47M 3.37% | 0.00 | 0.00 | 55.91K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 110.03K | SH | $3.99M 2.45% | 0.00 | 0.00 | 110.03K |
ISHARES TRSOLE | MSCI USA QLT FCT | 19.54K | SH | $3.75M 2.31% | 0.00 | 0.00 | 19.54K |
ISHARES GOLD TRSOLE | ISHARES NEW | 36.04K | SH | $3.18M 1.95% | 0.00 | 0.00 | 36.04K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 53.38K | SH | $2.56M 1.58% | 0.00 | 0.00 | 53.38K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 48.58K | SH | $2.52M 1.55% | 0.00 | 0.00 | 48.58K |
ISHARES TRSOLE | MBS ETF | 19.86K | SH | $1.89M 1.16% | 0.00 | 0.00 | 19.86K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 16.54K | SH | $1.46M 0.90% | 0.00 | 0.00 | 16.54K |
ISHARES TRSOLE | GLOB INDSTRL ETF | 7.73K | SH | $1.40M 0.86% | 0.00 | 0.00 | 7.73K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 5.89K | SH | $609.5K 0.37% | 0.00 | 0.00 | 5.89K |
SHERWIN WILLIAMS COSOLE | COM | 1.80K | SH | $577.0K 0.35% | 0.00 | 0.00 | 1.80K |
FIDELITY COVINGTON TRUSTSOLE | LOW VOLITY ETF | 8.40K | SH | $542.4K 0.33% | 0.00 | 0.00 | 8.40K |
ISHARES TRSOLE | CORE 60/40 BALAN | 6.64K | SH | $427.5K 0.26% | 0.00 | 0.00 | 6.64K |
BLACKROCK ETF TRUSTSOLE | ISHARES US CARBO | 5.22K | SH | $366.4K 0.23% | 0.00 | 0.00 | 5.22K |
ISHARES TRSOLE | ESG AWRE USD ETF | 15.20K | SH | $351.7K 0.22% | 0.00 | 0.00 | 15.20K |