OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
90.8%
Top 10 weight
99.2%
Voting Authority Distribution
Total shares with voting rights: 200.84K
Full voting authority
200.84K
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | EETF | 77.81K | SH | $59.59M 80.56% | 77.81K | 0.00 | 0.00 |
ISHARES INCSOLE | IETF | 58.15K | SH | $4.72M 6.38% | 58.15K | 0.00 | 0.00 |
ISHARES TRSOLE | EETF | 20.83K | SH | $2.83M 3.83% | 20.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EETF | 7.95K | SH | $1.84M 2.48% | 7.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EETF | 1.99K | SH | $1.39M 1.88% | 1.99K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | EETF | 1.27K | SH | $965.5K 1.31% | 1.27K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.17K | SH | $722.3K 0.98% | 2.17K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | EETF | 2.80K | SH | $582.5K 0.79% | 2.80K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | EETF | 533.00 | SH | $394.3K 0.53% | 533.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 1.10K | SH | $379.2K 0.51% | 1.10K | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | EETF | 450.00 | SH | $295.5K 0.40% | 450.00 | 0.00 | 0.00 |
ISHARES TRSOLE | EETF | 800.00 | SH | $222.3K 0.30% | 800.00 | 0.00 | 0.00 |
NEW FOUND GOLD CORPSOLE | COM | 25K | SH | $41.0K 0.06% | 25K | 0.00 | 0.00 |