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: 196.99K
Full voting authority
196.99K
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 | 77.99K | SH | $58.40M 80.38% | 77.99K | 0.00 | 0.00 |
ISHARES INCSOLE | IETF | 55.34K | SH | $4.58M 6.31% | 55.34K | 0.00 | 0.00 |
ISHARES TRSOLE | EETF | 19.93K | SH | $2.96M 4.07% | 19.93K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EETF | 7.75K | SH | $1.88M 2.59% | 7.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EETF | 1.86K | SH | $1.27M 1.75% | 1.86K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | EETF | 1.28K | SH | $954.4K 1.31% | 1.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.14K | SH | $620.4K 0.85% | 2.14K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | EETF | 2.80K | SH | $595.8K 0.82% | 2.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 1.11K | SH | $397.8K 0.55% | 1.11K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | EETF | 533.00 | SH | $392.5K 0.54% | 533.00 | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | EETF | 450.00 | SH | $316.5K 0.44% | 450.00 | 0.00 | 0.00 |
ISHARES TRSOLE | EETF | 800.00 | SH | $240.4K 0.33% | 800.00 | 0.00 | 0.00 |
NEW FOUND GOLD CORPSOLE | COM | 25K | SH | $38.5K 0.05% | 25K | 0.00 | 0.00 |