LEAWOOD, KS
Allocation by class
Portfolio Concentration
Top 3 weight
14.6%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 19.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
19.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 477.90K | SH | $91.72M 5.71% | 0.00 | 0.00 | 477.90K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 1.53M | SH | $86.74M 5.40% | 0.00 | 0.00 | 1.53M |
ISHARES TRSOLE | MORNINGSTAR GRWT | 592.85K | SH | $56.61M 3.52% | 0.00 | 0.00 | 592.85K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 682.18K | SH | $54.99M 3.42% | 0.00 | 0.00 | 682.18K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 625.21K | SH | $53.24M 3.32% | 0.00 | 0.00 | 625.21K |
ISHARES TRSOLE | EAFE GRWTH ETF | 464.19K | SH | $51.70M 3.22% | 0.00 | 0.00 | 464.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 507.68K | SH | $48.72M 3.03% | 0.00 | 0.00 | 507.68K |
APPLE INCSOLE | COM | 153.89K | SH | $39.05M 2.43% | 0.00 | 0.00 | 153.89K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 342.97K | SH | $33.14M 2.06% | 0.00 | 0.00 | 342.97K |
PGIM ETF TRSOLE | TOTAL RETURN BON | 791.13K | SH | $32.84M 2.04% | 0.00 | 0.00 | 791.13K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.07M | SH | $32.59M 2.03% | 0.00 | 0.00 | 1.07M |
NVIDIA CORPORATIONSOLE | COM | 157.41K | SH | $27.45M 1.71% | 0.00 | 0.00 | 157.41K |
SSGA ACTIVE ETF TRSOLE | STATE STREET DOU | 541.78K | SH | $21.52M 1.34% | 0.00 | 0.00 | 541.78K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 171.83K | SH | $19.44M 1.21% | 0.00 | 0.00 | 171.83K |
ISHARES TRSOLE | EAFE VALUE ETF | 261.32K | SH | $19.43M 1.21% | 0.00 | 0.00 | 261.32K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 627.19K | SH | $19.42M 1.21% | 0.00 | 0.00 | 627.19K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 90.23K | SH | $19.40M 1.21% | 0.00 | 0.00 | 90.23K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 410.51K | SH | $19.33M 1.20% | 0.00 | 0.00 | 410.51K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 243.45K | SH | $18.22M 1.13% | 0.00 | 0.00 | 243.45K |
MICROSOFT CORPSOLE | COM | 49.12K | SH | $18.18M 1.13% | 0.00 | 0.00 | 49.12K |
ALPHABET INCSOLE | CAP STK CL C | 61.50K | SH | $17.64M 1.10% | 0.00 | 0.00 | 61.50K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 223.82K | SH | $17.36M 1.08% | 0.00 | 0.00 | 223.82K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 277.45K | SH | $17.28M 1.08% | 0.00 | 0.00 | 277.45K |
AMAZON COM INCSOLE | COM | 80.67K | SH | $16.80M 1.05% | 0.00 | 0.00 | 80.67K |
KRANESHARES TRUSTSOLE | MSCI EMG EX CH | 413.91K | SH | $16.78M 1.05% | 0.00 | 0.00 | 413.91K |