INDEPENDENCE, MO
Allocation by class
Portfolio Concentration
Top 3 weight
29.1%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 1.65M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.65M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MID CAP ETF | 60.71K | SH | $17.43M 11.27% | 0.00 | 0.00 | 60.71K |
ISHARES TRSOLE | RUS TP200 GR ETF | 59.79K | SH | $14.88M 9.62% | 0.00 | 0.00 | 59.79K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 454.73K | SH | $12.66M 8.19% | 0.00 | 0.00 | 454.73K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 15.63K | SH | $10.16M 6.57% | 0.00 | 0.00 | 15.63K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 112.09K | SH | $9.51M 6.15% | 0.00 | 0.00 | 112.09K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 118.37K | SH | $9.14M 5.91% | 0.00 | 0.00 | 118.37K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 32.29K | SH | $8.46M 5.47% | 0.00 | 0.00 | 32.29K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 46.55K | SH | $6.19M 4.00% | 0.00 | 0.00 | 46.55K |
ISHARES TRSOLE | CORE US AGGBD ET | 41.14K | SH | $4.08M 2.64% | 0.00 | 0.00 | 41.14K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 37.12K | SH | $3.84M 2.48% | 0.00 | 0.00 | 37.12K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 109.03K | SH | $3.35M 2.16% | 0.00 | 0.00 | 109.03K |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 45.38K | SH | $2.48M 1.60% | 0.00 | 0.00 | 45.38K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 11.25K | SH | $2.42M 1.56% | 0.00 | 0.00 | 11.25K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 29.38K | SH | $2.37M 1.53% | 0.00 | 0.00 | 29.38K |
NVIDIA CORPORATIONSOLE | COM | 13.16K | SH | $2.30M 1.48% | 0.00 | 0.00 | 13.16K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 45.12K | SH | $2.26M 1.46% | 0.00 | 0.00 | 45.12K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.49K | SH | $2.09M 1.35% | 0.00 | 0.00 | 3.49K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 68.63K | SH | $2.00M 1.29% | 0.00 | 0.00 | 68.63K |
ISHARES TRSOLE | CORE MSCI INTL | 20.91K | SH | $1.75M 1.13% | 0.00 | 0.00 | 20.91K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 15.05K | SH | $1.66M 1.07% | 0.00 | 0.00 | 15.05K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.79K | SH | $1.65M 1.07% | 0.00 | 0.00 | 3.79K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 8.33K | SH | $1.54M 0.99% | 0.00 | 0.00 | 8.33K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.19K | SH | $1.53M 0.99% | 0.00 | 0.00 | 3.19K |
AMERIPRISE FINL INCSOLE | COM | 3.24K | SH | $1.44M 0.93% | 0.00 | 0.00 | 3.24K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 16.98K | SH | $1.34M 0.86% | 0.00 | 0.00 | 16.98K |