OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
7.5%
Top 10 weight
20.8%
Voting Authority Distribution
Total shares with voting rights: 61.95M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
61.95M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 421.62K | SH | $122.00M 2.63% | 0.00 | 0.00 | 421.62K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 1.59M | SH | $113.32M 2.45% | 0.00 | 0.00 | 1.59M |
VANGUARD INDEX FDSOTR | VALUE ETF | 511.95K | SH | $111.57M 2.41% | 0.00 | 0.00 | 511.95K |
VANGUARD INDEX FDSOTR | GROWTH ETF | 1.16M | SH | $100.31M 2.16% | 0.00 | 0.00 | 1.16M |
NVIDIA CORPORATIONOTR | COM | 484.55K | SH | $96.95M 2.09% | 0.00 | 0.00 | 484.55K |
INVESCO QQQ TROTR | UNIT SER 1 | 127.70K | SH | $94.04M 2.03% | 0.00 | 0.00 | 127.70K |
SPDR SERIES TRUSTOTR | STATE STREET SPD | 971.51K | SH | $85.38M 1.84% | 0.00 | 0.00 | 971.51K |
PIMCO ETF TROTR | ACTIVE BD ETF | 905.61K | SH | $83.51M 1.80% | 0.00 | 0.00 | 905.61K |
ADVISORSHARES TROTR | STAR GLOB BUYW | 1.55M | SH | $81.65M 1.76% | 0.00 | 0.00 | 1.55M |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 100.25K | SH | $74.86M 1.62% | 0.00 | 0.00 | 100.25K |
ISHARES TROTR | S&P 500 GRWT ETF | 531.98K | SH | $73.16M 1.58% | 0.00 | 0.00 | 531.98K |
BLACKROCK ETF TRUSTOTR | ISHARES US EQUIT | 1.01M | SH | $68.40M 1.48% | 0.00 | 0.00 | 1.01M |
BLACKROCK ETF TRUSTOTR | ISHARES INTL CTR | 1.81M | SH | $66.11M 1.43% | 0.00 | 0.00 | 1.81M |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 90.45K | SH | $62.12M 1.34% | 0.00 | 0.00 | 90.45K |
MICROSOFT CORPOTR | COM | 156.19K | SH | $58.26M 1.26% | 0.00 | 0.00 | 156.19K |
VANGUARD CHARLOTTE FDSOTR | TOTAL INT BD ETF | 1.18M | SH | $57.37M 1.24% | 0.00 | 0.00 | 1.18M |
ISHARES TROTR | S&P 500 VAL ETF | 240.15K | SH | $54.53M 1.18% | 0.00 | 0.00 | 240.15K |
AMAZON COM INCOTR | COM | 222.82K | SH | $53.11M 1.15% | 0.00 | 0.00 | 222.82K |
ALPHABET INCOTR | CAP STK CL A | 138.96K | SH | $49.66M 1.07% | 0.00 | 0.00 | 138.96K |
ISHARES TROTR | CORE S&P500 ETF | 64.63K | SH | $48.40M 1.04% | 0.00 | 0.00 | 64.63K |
NORTHERN LTS FD TR IVOTR | MAIN SECTR ROTN | 647.84K | SH | $46.68M 1.01% | 0.00 | 0.00 | 647.84K |
ISHARES TROTR | CORE UNIVRSL USD | 1.01M | SH | $46.53M 1.00% | 0.00 | 0.00 | 1.01M |
BROADCOM INCOTR | COM | 115.56K | SH | $43.65M 0.94% | 0.00 | 0.00 | 115.56K |
ISHARES TROTR | US TREAS BD ETF | 1.61M | SH | $36.62M 0.79% | 0.00 | 0.00 | 1.61M |
FIRST TR EXCHNG TRADED FD VIOTR | FT VEST LADDERED | 993.88K | SH | $36.31M 0.78% | 0.00 | 0.00 | 993.88K |