SHAWNEE, KS
Allocation by class
Portfolio Concentration
Top 3 weight
18.2%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 11.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CUSTOM TRUCK ONE SOURCE INCSOLE | COM CL A | 7.02M | SH | $46.12M 7.84% | 0.00 | 0.00 | 7.02M |
ALPHABET INCSOLE | CAP STK CL A | 117.06K | SH | $33.66M 5.73% | 0.00 | 0.00 | 117.06K |
MICROSOFT CORPSOLE | COM | 72.86K | SH | $26.97M 4.59% | 0.00 | 0.00 | 72.86K |
APPLE INCSOLE | COM | 105.52K | SH | $26.78M 4.55% | 0.00 | 0.00 | 105.52K |
ISHARES TRSOLE | CORE S&P TTL STK | 185.22K | SH | $26.38M 4.49% | 0.00 | 0.00 | 185.22K |
AMAZON COM INCSOLE | COM | 111.68K | SH | $23.26M 3.96% | 0.00 | 0.00 | 111.68K |
NVIDIA CORPORATIONSOLE | COM | 121.74K | SH | $21.23M 3.61% | 0.00 | 0.00 | 121.74K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 121.29K | SH | $17.74M 3.02% | 0.00 | 0.00 | 121.29K |
TESLA INCSOLE | COM | 44.89K | SH | $16.69M 2.84% | 0.00 | 0.00 | 44.89K |
ISHARES TRSOLE | CORE S&P US GWT | 99.40K | SH | $15.42M 2.62% | 0.00 | 0.00 | 99.40K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 177.67K | SH | $15.07M 2.56% | 0.00 | 0.00 | 177.67K |
UBER TECHNOLOGIES INCSOLE | COM | 200.09K | SH | $14.39M 2.45% | 0.00 | 0.00 | 200.09K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 113.46K | SH | $14.20M 2.41% | 0.00 | 0.00 | 113.46K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 389.01K | SH | $11.93M 2.03% | 0.00 | 0.00 | 389.01K |
ISHARES TRSOLE | CORE S&P SCP ETF | 91.28K | SH | $11.35M 1.93% | 0.00 | 0.00 | 91.28K |
ADVANCED MICRO DEVICES INCSOLE | COM | 50.81K | SH | $10.34M 1.76% | 0.00 | 0.00 | 50.81K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.71K | SH | $9.98M 1.70% | 0.00 | 0.00 | 16.71K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.90K | SH | $9.73M 1.66% | 0.00 | 0.00 | 14.90K |
PALO ALTO NETWORKS INCSOLE | COM | 55.56K | SH | $8.91M 1.51% | 0.00 | 0.00 | 55.56K |
ISHARES TRSOLE | CORE S&P US VLU | 76.63K | SH | $7.84M 1.33% | 0.00 | 0.00 | 76.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.55K | SH | $6.97M 1.19% | 0.00 | 0.00 | 14.55K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 87.44K | SH | $6.78M 1.15% | 0.00 | 0.00 | 87.44K |
ISHARES TRSOLE | CORE US AGGBD ET | 58.03K | SH | $5.76M 0.98% | 0.00 | 0.00 | 58.03K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 14.11K | SH | $5.51M 0.94% | 0.00 | 0.00 | 14.11K |
CLOROX CO DELSOLE | COM | 53.04K | SH | $5.50M 0.93% | 0.00 | 0.00 | 53.04K |