LEES SUMMIT, MO
Allocation by class
Portfolio Concentration
Top 3 weight
30.4%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 4.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 52.99K | SH | $36.39M 11.15% | 0.00 | 0.00 | 52.99K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 396.94K | SH | $34.88M 10.69% | 0.00 | 0.00 | 396.94K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 327.34K | SH | $27.98M 8.57% | 0.00 | 0.00 | 327.34K |
SPDR SERIES TRUSTSOLE | ST STR AGGRE ETF | 673.98K | SH | $17.20M 5.27% | 0.00 | 0.00 | 673.98K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 333.88K | SH | $16.82M 5.15% | 0.00 | 0.00 | 333.88K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 188.73K | SH | $9.14M 2.80% | 0.00 | 0.00 | 188.73K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 163.27K | SH | $8.45M 2.59% | 0.00 | 0.00 | 163.27K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.49K | SH | $7.86M 2.41% | 0.00 | 0.00 | 10.49K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 99.62K | SH | $7.76M 2.38% | 0.00 | 0.00 | 99.62K |
ISHARES TRSOLE | CORE UNIVRSL USD | 139.88K | SH | $6.46M 1.98% | 0.00 | 0.00 | 139.88K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 64.99K | SH | $5.33M 1.63% | 0.00 | 0.00 | 64.99K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 20.77K | SH | $5.12M 1.57% | 0.00 | 0.00 | 20.77K |
SPDR SERIES TRUSTSOLE | ST STR NUVEE ETF | 109.86K | SH | $5.03M 1.54% | 0.00 | 0.00 | 109.86K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 35.66K | SH | $4.90M 1.50% | 0.00 | 0.00 | 35.66K |
SPDR SERIES TRUSTSOLE | ST LON TREAS ETF | 179.77K | SH | $4.72M 1.44% | 0.00 | 0.00 | 179.77K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 66.72K | SH | $3.85M 1.18% | 0.00 | 0.00 | 66.72K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 81.28K | SH | $3.80M 1.17% | 0.00 | 0.00 | 81.28K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 49.17K | SH | $3.77M 1.16% | 0.00 | 0.00 | 49.17K |
SPDR SERIES TRUSTSOLE | ST STR P400MID | 54.71K | SH | $3.70M 1.13% | 0.00 | 0.00 | 54.71K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 53.40K | SH | $3.68M 1.13% | 0.00 | 0.00 | 53.40K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUN HIGH ETF | 140.32K | SH | $3.63M 1.11% | 0.00 | 0.00 | 140.32K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUN INM ETF | 125.71K | SH | $3.45M 1.06% | 0.00 | 0.00 | 125.71K |
ISHARES TRSOLE | S&P 500 VAL ETF | 15.13K | SH | $3.43M 1.05% | 0.00 | 0.00 | 15.13K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 61.04K | SH | $3.01M 0.92% | 0.00 | 0.00 | 61.04K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 42.88K | SH | $2.92M 0.89% | 0.00 | 0.00 | 42.88K |