SHAWNEE, KS
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 11.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CUSTOM TRUCK ONE SOURCE INCSOLE | COM CL A | 5.98M | SH | $70.66M 9.86% | 0.00 | 0.00 | 5.98M |
ALPHABET INCSOLE | CAP STK CL A | 114.27K | SH | $40.84M 5.70% | 0.00 | 0.00 | 114.27K |
ISHARES TRSOLE | CORE S&P TTL STK | 192.44K | SH | $31.61M 4.41% | 0.00 | 0.00 | 192.44K |
APPLE INCSOLE | COM | 106.89K | SH | $30.93M 4.31% | 0.00 | 0.00 | 106.89K |
MICROSOFT CORPSOLE | COM | 82.42K | SH | $30.75M 4.29% | 0.00 | 0.00 | 82.42K |
AMAZON COM INCSOLE | COM | 120.90K | SH | $28.81M 4.02% | 0.00 | 0.00 | 120.90K |
ADVANCED MICRO DEVICES INCSOLE | COM | 40.26K | SH | $23.39M 3.26% | 0.00 | 0.00 | 40.26K |
NVIDIA CORPORATIONSOLE | COM | 115.13K | SH | $23.04M 3.21% | 0.00 | 0.00 | 115.13K |
ISHARES TRSOLE | CORE S&P US GWT | 101.56K | SH | $19.10M 2.66% | 0.00 | 0.00 | 101.56K |
TESLA INCSOLE | COM | 42.79K | SH | $18.00M 2.51% | 0.00 | 0.00 | 42.79K |
UBER TECHNOLOGIES INCSOLE | COM | 239.17K | SH | $17.26M 2.41% | 0.00 | 0.00 | 239.17K |
PALO ALTO NETWORKS INCSOLE | COM | 48.85K | SH | $16.66M 2.32% | 0.00 | 0.00 | 48.85K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 185.74K | SH | $16.57M 2.31% | 0.00 | 0.00 | 185.74K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 111.25K | SH | $15.79M 2.20% | 0.00 | 0.00 | 111.25K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 132.21K | SH | $15.43M 2.15% | 0.00 | 0.00 | 132.21K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 401.12K | SH | $12.72M 1.77% | 0.00 | 0.00 | 401.12K |
ISHARES TRSOLE | CORE S&P SCP ETF | 84.03K | SH | $12.46M 1.74% | 0.00 | 0.00 | 84.03K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.12K | SH | $11.07M 1.54% | 0.00 | 0.00 | 16.12K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.88K | SH | $10.40M 1.45% | 0.00 | 0.00 | 13.88K |
CLOROX CO DELSOLE | COM | 94.03K | SH | $8.97M 1.25% | 0.00 | 0.00 | 94.03K |
ISHARES TRSOLE | CORE S&P US VLU | 81.20K | SH | $8.94M 1.25% | 0.00 | 0.00 | 81.20K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 91.89K | SH | $8.27M 1.15% | 0.00 | 0.00 | 91.89K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 181.13K | SH | $8.03M 1.12% | 0.00 | 0.00 | 181.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.61K | SH | $7.81M 1.09% | 0.00 | 0.00 | 15.61K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 9.01K | SH | $6.88M 0.96% | 0.00 | 0.00 | 9.01K |