ST. LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
34.8%
Top 10 weight
67.2%
Voting Authority Distribution
Total shares with voting rights: 1.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 128.11K | SH | $25.14M 12.91% | 0.00 | 0.00 | 128.11K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 56.72K | SH | $24.78M 12.73% | 0.00 | 0.00 | 56.72K |
SOUTHERN MO BANCORP INCSOLE | COM | 280.42K | SH | $17.93M 9.21% | 0.00 | 0.00 | 280.42K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 85.75K | SH | $15.80M 8.12% | 0.00 | 0.00 | 85.75K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 52.57K | SH | $13.53M 6.95% | 0.00 | 0.00 | 52.57K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 44.34K | SH | $9.63M 4.95% | 0.00 | 0.00 | 44.34K |
ISHARES TRSOLE | S&P SML 600 GWT | 47.50K | SH | $6.87M 3.53% | 0.00 | 0.00 | 47.50K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 21.52K | SH | $6.51M 3.34% | 0.00 | 0.00 | 21.52K |
ISHARES TRSOLE | CORE MSCI EAFE | 67.90K | SH | $6.15M 3.16% | 0.00 | 0.00 | 67.90K |
ISHARES TRSOLE | SP SMCP600VL ETF | 38.34K | SH | $4.54M 2.33% | 0.00 | 0.00 | 38.34K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.05K | SH | $4.07M 2.09% | 0.00 | 0.00 | 7.05K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.10K | SH | $3.56M 1.83% | 0.00 | 0.00 | 11.10K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 28.14K | SH | $2.50M 1.28% | 0.00 | 0.00 | 28.14K |
APPLE INCSOLE | COM | 9.48K | SH | $2.41M 1.24% | 0.00 | 0.00 | 9.48K |
ISHARES TRSOLE | EAFE GRWTH ETF | 18.59K | SH | $2.07M 1.06% | 0.00 | 0.00 | 18.59K |
NVIDIA CORPORATIONSOLE | COM | 11.33K | SH | $1.98M 1.02% | 0.00 | 0.00 | 11.33K |
ISHARES INCSOLE | CORE MSCI EMKT | 28.29K | SH | $1.97M 1.01% | 0.00 | 0.00 | 28.29K |
ISHARES TRSOLE | EAFE VALUE ETF | 26.41K | SH | $1.96M 1.01% | 0.00 | 0.00 | 26.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.57K | SH | $1.71M 0.88% | 0.00 | 0.00 | 3.57K |
ABBVIE INCSOLE | COM | 6.97K | SH | $1.52M 0.78% | 0.00 | 0.00 | 6.97K |
ISHARES TRSOLE | CORE S&P TTL STK | 10.53K | SH | $1.50M 0.77% | 0.00 | 0.00 | 10.53K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 0.74% | 0.00 | 0.00 | 2.00 |
FLEXSHARES TRSOLE | QUALT DIVD IDX | 17K | SH | $1.34M 0.69% | 0.00 | 0.00 | 17K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 49.69K | SH | $1.27M 0.65% | 0.00 | 0.00 | 49.69K |
AMERICAN EXPRESS COSOLE | COM | 3.96K | SH | $1.20M 0.62% | 0.00 | 0.00 | 3.96K |