OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
7.0%
Top 10 weight
19.2%
Voting Authority Distribution
Total shares with voting rights: 62.87M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
62.87M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 405.33K | SH | $102.87M 2.39% | 0.00 | 0.00 | 405.33K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 1.58M | SH | $101.05M 2.35% | 0.00 | 0.00 | 1.58M |
VANGUARD INDEX FDSOTR | VALUE ETF | 502.64K | SH | $98.62M 2.29% | 0.00 | 0.00 | 502.64K |
NVIDIA CORPORATIONOTR | COM | 491.49K | SH | $85.72M 1.99% | 0.00 | 0.00 | 491.49K |
VANGUARD INDEX FDSOTR | GROWTH ETF | 190.35K | SH | $83.14M 1.93% | 0.00 | 0.00 | 190.35K |
PIMCO ETF TROTR | ACTIVE BD ETF | 835.72K | SH | $77.12M 1.79% | 0.00 | 0.00 | 835.72K |
ADVISORSHARES TROTR | STAR GLOB BUYW | 1.49M | SH | $72.13M 1.68% | 0.00 | 0.00 | 1.49M |
AMAZON COM INCOTR | COM | 343.88K | SH | $71.62M 1.66% | 0.00 | 0.00 | 343.88K |
INVESCO QQQ TROTR | UNIT SER 1 | 119.93K | SH | $69.22M 1.61% | 0.00 | 0.00 | 119.93K |
SPDR S&P 500 ETF TROTR | TR UNIT | 101.23K | SH | $65.83M 1.53% | 0.00 | 0.00 | 101.23K |
ISHARES TROTR | S&P 500 VAL ETF | 298.05K | SH | $62.93M 1.46% | 0.00 | 0.00 | 298.05K |
BLACKROCK ETF TRUSTOTR | ISHARES US EQUIT | 1.02M | SH | $59.36M 1.38% | 0.00 | 0.00 | 1.02M |
ISHARES TROTR | S&P 500 GRWT ETF | 508.50K | SH | $57.52M 1.34% | 0.00 | 0.00 | 508.50K |
MICROSOFT CORPOTR | COM | 150.01K | SH | $55.53M 1.29% | 0.00 | 0.00 | 150.01K |
VANGUARD CHARLOTTE FDSOTR | TOTAL INT BD ETF | 1.15M | SH | $55.06M 1.28% | 0.00 | 0.00 | 1.15M |
BLACKROCK ETF TRUSTOTR | ISHARES INTL CTR | 1.71M | SH | $54.93M 1.28% | 0.00 | 0.00 | 1.71M |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 82.82K | SH | $49.49M 1.15% | 0.00 | 0.00 | 82.82K |
ISHARES TROTR | CORE TOTAL USD | 1.03M | SH | $47.38M 1.10% | 0.00 | 0.00 | 1.03M |
ISHARES TROTR | CORE S&P500 ETF | 68.64K | SH | $44.84M 1.04% | 0.00 | 0.00 | 68.64K |
NORTHERN LTS FD TR IVOTR | MAIN SECTR ROTN | 727.16K | SH | $43.91M 1.02% | 0.00 | 0.00 | 727.16K |
ALPHABET INCOTR | CAP STK CL A | 141.62K | SH | $40.72M 0.95% | 0.00 | 0.00 | 141.62K |
STRATEGY SHSOTR | EVENTIDE US MRKT | 1.42M | SH | $37.10M 0.86% | 0.00 | 0.00 | 1.42M |
BROADCOM INCOTR | COM | 114.80K | SH | $35.53M 0.83% | 0.00 | 0.00 | 114.80K |
VANGUARD BD INDEX FDSOTR | SHORT TRM BOND | 421.11K | SH | $33.02M 0.77% | 0.00 | 0.00 | 421.11K |
SIMPLIFY EXCHANGE TRADED FUNOTR | MBS ETF | 649.29K | SH | $32.11M 0.75% | 0.00 | 0.00 | 649.29K |