OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
25.4%
Top 10 weight
48.3%
Voting Authority Distribution
Total shares with voting rights: 1.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 23.03K | SH | $15.04M 14.65% | 0.00 | 0.00 | 23.03K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 89.43K | SH | $5.73M 5.58% | 0.00 | 0.00 | 89.43K |
GRANITESHARES GOLD TRSOLE | SHS BEN INT | 115.68K | SH | $5.34M 5.20% | 0.00 | 0.00 | 115.68K |
ISHARES TRSOLE | CORE S&P MCP ETF | 64.86K | SH | $4.38M 4.27% | 0.00 | 0.00 | 64.86K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 147.17K | SH | $3.77M 3.67% | 0.00 | 0.00 | 147.17K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 27.84K | SH | $3.30M 3.22% | 0.00 | 0.00 | 27.84K |
ISHARES TRSOLE | FLTG RATE NT ETF | 64.27K | SH | $3.27M 3.19% | 0.00 | 0.00 | 64.27K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 39.26K | SH | $3.01M 2.93% | 0.00 | 0.00 | 39.26K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 122.89K | SH | $2.98M 2.90% | 0.00 | 0.00 | 122.89K |
ISHARES TRSOLE | MSCI USA MIN VOL | 29.73K | SH | $2.76M 2.69% | 0.00 | 0.00 | 29.73K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 109.45K | SH | $2.54M 2.47% | 0.00 | 0.00 | 109.45K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 29.75K | SH | $2.36M 2.30% | 0.00 | 0.00 | 29.75K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 22.88K | SH | $2.18M 2.13% | 0.00 | 0.00 | 22.88K |
PACER FDS TRSOLE | US SMALL CAP CAS | 48.26K | SH | $2.17M 2.11% | 0.00 | 0.00 | 48.26K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 19.58K | SH | $1.97M 1.92% | 0.00 | 0.00 | 19.58K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 63.01K | SH | $1.92M 1.87% | 0.00 | 0.00 | 63.01K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.76K | SH | $1.85M 1.80% | 0.00 | 0.00 | 5.76K |
ISHARES GOLD TRSOLE | ISHARES NEW | 19.79K | SH | $1.74M 1.70% | 0.00 | 0.00 | 19.79K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 56.12K | SH | $1.74M 1.69% | 0.00 | 0.00 | 56.12K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 52K | SH | $1.60M 1.55% | 0.00 | 0.00 | 52K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 11.69K | SH | $1.36M 1.32% | 0.00 | 0.00 | 11.69K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.33K | SH | $1.34M 1.31% | 0.00 | 0.00 | 2.33K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 21.53K | SH | $1.08M 1.05% | 0.00 | 0.00 | 21.53K |
WISDOMTREE TRSOLE | EM EX ST-OWNED | 24.86K | SH | $996.7K 0.97% | 0.00 | 0.00 | 24.86K |
OREILLY AUTOMOTIVE INCSOLE | COM | 10.63K | SH | $981.7K 0.96% | 0.00 | 0.00 | 10.63K |