PRAIRIE VILLAGE, KS
Allocation by class
Portfolio Concentration
Top 3 weight
14.5%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 10.06M
Full voting authority
10.06M
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 |
|---|---|---|---|---|---|---|---|
Nvidia Corporation ComSOLE | COM | 243.70K | SH | $42.50M 5.57% | 243.70K | 0.00 | 0.00 |
Invesco QQQ TrustSOLE | ETF | 61.87K | SH | $35.71M 4.68% | 61.87K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | ETF | 1.28M | SH | $32.75M 4.29% | 1.28M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | COM | 1.14M | SH | $31.87M 4.17% | 1.14M | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | ETF | 48.86K | SH | $31.78M 4.16% | 48.86K | 0.00 | 0.00 |
Schwab U.S. Large-Cap Growth ETFSOLE | ETF | 1.04M | SH | $30.37M 3.98% | 1.04M | 0.00 | 0.00 |
Apple Inc ComSOLE | COM | 87.05K | SH | $22.09M 2.89% | 87.05K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | ETF | 856.26K | SH | $21.19M 2.78% | 856.26K | 0.00 | 0.00 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETFSOLE | ETF | 211.06K | SH | $19.34M 2.53% | 211.06K | 0.00 | 0.00 |
ISHARES TRSOLE | ETF | 26.90K | SH | $17.57M 2.30% | 26.90K | 0.00 | 0.00 |
ISHARES TRSOLE | ETF | 141.12K | SH | $17.54M 2.30% | 141.12K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | COM | 41.06K | SH | $15.20M 1.99% | 41.06K | 0.00 | 0.00 |
Amazon COM IncSOLE | COM | 66.78K | SH | $13.91M 1.82% | 66.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | ETF | 46.92K | SH | $13.47M 1.76% | 46.92K | 0.00 | 0.00 |
ISHARES INCSOLE | ETF | 157.89K | SH | $12.42M 1.63% | 157.89K | 0.00 | 0.00 |
ISHARES TRSOLE | ETF | 88.75K | SH | $9.88M 1.29% | 88.75K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | ETF | 27.94K | SH | $8.96M 1.17% | 27.94K | 0.00 | 0.00 |
iShares Core U.S. Aggregate Bond ETFSOLE | ETF | 78.94K | SH | $7.84M 1.03% | 78.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 26.21K | SH | $7.52M 0.98% | 26.21K | 0.00 | 0.00 |
Palantir Technologies Inc. - Class A Common StockSOLE | COM | 51.03K | SH | $7.46M 0.98% | 51.03K | 0.00 | 0.00 |
Meta Platforms Inc Cl ASOLE | COM | 12.97K | SH | $7.42M 0.97% | 12.97K | 0.00 | 0.00 |
ISHARES TRSOLE | ETF | 64.48K | SH | $6.84M 0.90% | 64.48K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 65.59K | SH | $6.31M 0.83% | 65.59K | 0.00 | 0.00 |
ISHARES TRSOLE | ETF | 67.60K | SH | $6.12M 0.80% | 67.60K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | ETF | 9.76K | SH | $5.83M 0.76% | 9.76K | 0.00 | 0.00 |