OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
40.3%
Top 10 weight
81.3%
Voting Authority Distribution
Total shares with voting rights: 2.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 325.28K | SH | $19.77M 14.77% | 0.00 | 0.00 | 325.28K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.81K | SH | $17.73M 13.24% | 0.00 | 0.00 | 25.81K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 594.37K | SH | $16.46M 12.30% | 0.00 | 0.00 | 594.37K |
ISHARES TRSOLE | CORE US AGGBD ET | 137.10K | SH | $13.57M 10.14% | 0.00 | 0.00 | 137.10K |
ISHARES TRSOLE | 0-5YR HI YL CP | 265.08K | SH | $11.24M 8.40% | 0.00 | 0.00 | 265.08K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 180.40K | SH | $9.59M 7.17% | 0.00 | 0.00 | 180.40K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 62.62K | SH | $7.81M 5.84% | 0.00 | 0.00 | 62.62K |
SPDR SERIES TRUSTSOLE | ST INTER BD ETF | 153.98K | SH | $5.15M 3.85% | 0.00 | 0.00 | 153.98K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 41.10K | SH | $3.77M 2.81% | 0.00 | 0.00 | 41.10K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.96K | SH | $3.70M 2.77% | 0.00 | 0.00 | 4.96K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 102.37K | SH | $3.25M 2.42% | 0.00 | 0.00 | 102.37K |
LEGG MASON ETF INVTSOLE | FRANKLIN INTL LW | 57.72K | SH | $2.34M 1.75% | 0.00 | 0.00 | 57.72K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 81.34K | SH | $2.09M 1.56% | 0.00 | 0.00 | 81.34K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 16.91K | SH | $1.70M 1.27% | 0.00 | 0.00 | 16.91K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 18K | SH | $1.48M 1.10% | 0.00 | 0.00 | 18K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 28.43K | SH | $1.44M 1.07% | 0.00 | 0.00 | 28.43K |
ISHARES TRSOLE | CORE DIV GRWTH | 17.18K | SH | $1.30M 0.97% | 0.00 | 0.00 | 17.18K |
APPLE INCSOLE | COM | 4.40K | SH | $1.27M 0.95% | 0.00 | 0.00 | 4.40K |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 9.61K | SH | $1.13M 0.85% | 0.00 | 0.00 | 9.61K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 22.58K | SH | $1.11M 0.83% | 0.00 | 0.00 | 22.58K |
3M COSOLE | COM | 4.10K | SH | $664.5K 0.50% | 0.00 | 0.00 | 4.10K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 10.55K | SH | $630.0K 0.47% | 0.00 | 0.00 | 10.55K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 2.12K | SH | $596.4K 0.45% | 0.00 | 0.00 | 2.12K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 20.40K | SH | $534.0K 0.40% | 0.00 | 0.00 | 20.40K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 1.02K | SH | $534.0K 0.40% | 0.00 | 0.00 | 1.02K |