LEAWOOD, KS
Allocation by class
Portfolio Concentration
Top 3 weight
35.5%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 3.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market ETFSOLE | ETF | 211.89K | SH | $78.41M 18.65% | 0.00 | 0.00 | 211.89K |
Vanguard Mega Cap GrowthSOLE | ETF | 440.04K | SH | $38.68M 9.20% | 0.00 | 0.00 | 440.04K |
iShares Core US Aggregate BondSOLE | ETF | 325.82K | SH | $32.25M 7.67% | 0.00 | 0.00 | 325.82K |
Vanguard Meg Cap Value ETFSOLE | ETF | 172.56K | SH | $28.20M 6.71% | 0.00 | 0.00 | 172.56K |
Invesco QQQ TrustSOLE | ETF | 28.57K | SH | $21.04M 5.00% | 0.00 | 0.00 | 28.57K |
Vanguard FTSE All-Wld ex-USSOLE | ETF | 243.96K | SH | $20.43M 4.86% | 0.00 | 0.00 | 243.96K |
Vanguard Long-Term Bond ETFSOLE | ETF | 286.67K | SH | $19.76M 4.70% | 0.00 | 0.00 | 286.67K |
Fidelity Total Bond ETFSOLE | ETF | 399.57K | SH | $18.18M 4.32% | 0.00 | 0.00 | 399.57K |
iShares 3-7 Year Treasury Bond ETFSOLE | ETF | 150.02K | SH | $17.62M 4.19% | 0.00 | 0.00 | 150.02K |
Vanguard Small-Cap ETFSOLE | ETF | 56.62K | SH | $17.16M 4.08% | 0.00 | 0.00 | 56.62K |
iShares Russell 1000 ETFSOLE | ETF | 33.27K | SH | $13.62M 3.24% | 0.00 | 0.00 | 33.27K |
iShares Core S&P Total US Stk MktSOLE | ETF | 69.24K | SH | $11.37M 2.71% | 0.00 | 0.00 | 69.24K |
Vanguard High Dividend Yield ETFSOLE | ETF | 62.77K | SH | $9.92M 2.36% | 0.00 | 0.00 | 62.77K |
Xtrackers MSCI EAFE High Div Yield Eq ETFSOLE | ETF | 302.67K | SH | $9.73M 2.31% | 0.00 | 0.00 | 302.67K |
Vanguard Index Fd MCAP VL IDXSOLE | ETF | 49.05K | SH | $9.69M 2.31% | 0.00 | 0.00 | 49.05K |
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 119.43K | SH | $9.44M 2.25% | 0.00 | 0.00 | 119.43K |
iShares S&P 500 ValueSOLE | ETF | 32.25K | SH | $7.32M 1.74% | 0.00 | 0.00 | 32.25K |
iShares S&P Mid-Cap 400 ValueSOLE | ETF | 37.30K | SH | $5.51M 1.31% | 0.00 | 0.00 | 37.30K |
iShares Core 10 Year USD Bond ETFSOLE | ETF | 110.48K | SH | $5.44M 1.29% | 0.00 | 0.00 | 110.48K |
Vanguard Total Bond Market ETFSOLE | ETF | 58.17K | SH | $4.27M 1.02% | 0.00 | 0.00 | 58.17K |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 54.82K | SH | $3.91M 0.93% | 0.00 | 0.00 | 54.82K |
iShares Core S&P Small-Cap ETFSOLE | ETF | 22.34K | SH | $3.31M 0.79% | 0.00 | 0.00 | 22.34K |
AppleSOLE | COM | 11.09K | SH | $3.21M 0.76% | 0.00 | 0.00 | 11.09K |
Dimensional US Equity ETFSOLE | ETF | 35K | SH | $2.87M 0.68% | 0.00 | 0.00 | 35K |
iShares S&P 500 GrowthSOLE | ETF | 19.98K | SH | $2.75M 0.65% | 0.00 | 0.00 | 19.98K |