OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
29.0%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 6.12M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.12M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 1.09M | SH | $92.18M 12.98% | 0.00 | 0.00 | 1.09M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 100.63K | SH | $58.08M 8.18% | 0.00 | 0.00 | 100.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 85.02K | SH | $55.54M 7.82% | 0.00 | 0.00 | 85.02K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 619.90K | SH | $49.95M 7.03% | 0.00 | 0.00 | 619.90K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 238.75K | SH | $46.84M 6.59% | 0.00 | 0.00 | 238.75K |
ISHARES TRSOLE | S&P 500 VAL ETF | 209.29K | SH | $44.19M 6.22% | 0.00 | 0.00 | 209.29K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 310.16K | SH | $23.94M 3.37% | 0.00 | 0.00 | 310.16K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 458.29K | SH | $23.14M 3.26% | 0.00 | 0.00 | 458.29K |
VICTORY PORTFOLIOS IISOLE | CORE INTERMEDIAT | 445.80K | SH | $20.96M 2.95% | 0.00 | 0.00 | 445.80K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 55.91K | SH | $14.39M 2.03% | 0.00 | 0.00 | 55.91K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 127.72K | SH | $14.11M 1.99% | 0.00 | 0.00 | 127.72K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 73.19K | SH | $13.49M 1.90% | 0.00 | 0.00 | 73.19K |
ISHARES TRSOLE | 20 YR TR BD ETF | 140.47K | SH | $12.18M 1.71% | 0.00 | 0.00 | 140.47K |
NVIDIA CORPORATIONSOLE | COM | 63.19K | SH | $11.02M 1.55% | 0.00 | 0.00 | 63.19K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 157.59K | SH | $10.84M 1.53% | 0.00 | 0.00 | 157.59K |
ISHARES TRSOLE | IBOXX HI YD ETF | 131.67K | SH | $10.48M 1.47% | 0.00 | 0.00 | 131.67K |
ALPHABET INCSOLE | CAP STK CL A | 27.83K | SH | $8.00M 1.13% | 0.00 | 0.00 | 27.83K |
APPLE INCSOLE | COM | 30.55K | SH | $7.75M 1.09% | 0.00 | 0.00 | 30.55K |
META PLATFORMS INCSOLE | CL A | 13.49K | SH | $7.72M 1.09% | 0.00 | 0.00 | 13.49K |
MICROSOFT CORPSOLE | COM | 19.59K | SH | $7.25M 1.02% | 0.00 | 0.00 | 19.59K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 23.41K | SH | $6.72M 0.95% | 0.00 | 0.00 | 23.41K |
AMAZON COM INCSOLE | COM | 29.78K | SH | $6.20M 0.87% | 0.00 | 0.00 | 29.78K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 17.25K | SH | $5.83M 0.82% | 0.00 | 0.00 | 17.25K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.87K | SH | $5.12M 0.72% | 0.00 | 0.00 | 7.87K |
VANECK ETF TRUSTSOLE | URANIUM AND NUCL | 35.64K | SH | $4.75M 0.67% | 0.00 | 0.00 | 35.64K |