LAWRENCE, KS
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
58.0%
Voting Authority Distribution
Total shares with voting rights: 9.59M
Full voting authority
9.59M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY TOTAL BOND ETFSOLE | ETF | 742.86K | SH | $34.72M 7.60% | 742.86K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 173.99K | SH | $34.46M 7.55% | 173.99K | 0.00 | 0.00 |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 906.07K | SH | $34.03M 7.45% | 906.07K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 389.07K | SH | $32.27M 7.07% | 389.07K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 603.54K | SH | $31.90M 6.99% | 603.54K | 0.00 | 0.00 |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 283.42K | SH | $27.81M 6.09% | 283.42K | 0.00 | 0.00 |
VANECK IG FLOATING RATE ETFSOLE | ETF | 1.07M | SH | $27.20M 5.96% | 1.07M | 0.00 | 0.00 |
VANGUARD MID-CAP VALUE ETFSOLE | ETF | 85.81K | SH | $14.39M 3.15% | 85.81K | 0.00 | 0.00 |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 70.23K | SH | $14.10M 3.09% | 70.23K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL SMALL CAP ETFSOLE | ETF | 518.62K | SH | $13.91M 3.05% | 518.62K | 0.00 | 0.00 |
VANGUARD MID-CAP GROWTH ETFSOLE | ETF | 54.52K | SH | $13.27M 2.91% | 54.52K | 0.00 | 0.00 |
VANGUARD SMALL-CAP GROWTH ETFSOLE | ETF | 44.72K | SH | $11.96M 2.62% | 44.72K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFSOLE | ETF | 140.79K | SH | $8.83M 1.93% | 140.79K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 48.30K | SH | $8.43M 1.85% | 48.30K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | ETF | 21.88K | SH | $8.40M 1.84% | 21.88K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 6.42K | SH | $7.80M 1.71% | 6.42K | 0.00 | 0.00 |
SPDR PORTFOLIO EMERGING MARKETS ETFSOLE | ETF | 187.87K | SH | $7.76M 1.70% | 187.87K | 0.00 | 0.00 |
TORTOISE NORTH AMERICAN PIPELINE FUNDSOLE | ETF | 229.19K | SH | $7.19M 1.58% | 229.19K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 28.01K | SH | $6.53M 1.43% | 28.01K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 34.84K | SH | $5.93M 1.30% | 34.84K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 55.46K | SH | $5.31M 1.16% | 55.46K | 0.00 | 0.00 |
POWERSHARES S&P 500 BUYWRITE PORTFOLIO ETFSOLE | ETF | 203.32K | SH | $4.64M 1.02% | 203.32K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 600 SMALL CAP ETFSOLE | ETF | 100.69K | SH | $4.58M 1.00% | 100.69K | 0.00 | 0.00 |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 21.25K | SH | $4.19M 0.92% | 21.25K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 8.83K | SH | $3.80M 0.83% | 8.83K | 0.00 | 0.00 |