OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
37.9%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 6.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 190.51K | SH | $140.29M 17.07% | 0.00 | 0.00 | 190.51K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 1.06M | SH | $94.46M 11.50% | 0.00 | 0.00 | 1.06M |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 798K | SH | $77.00M 9.37% | 0.00 | 0.00 | 798K |
ISHARES TRSOLE | CORE S&P500 ETF | 47.69K | SH | $35.71M 4.35% | 0.00 | 0.00 | 47.69K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 418.76K | SH | $32.12M 3.91% | 0.00 | 0.00 | 418.76K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 144.57K | SH | $31.51M 3.83% | 0.00 | 0.00 | 144.57K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 401.30K | SH | $31.27M 3.81% | 0.00 | 0.00 | 401.30K |
ISHARES TRSOLE | S&P 500 VAL ETF | 120.24K | SH | $27.30M 3.32% | 0.00 | 0.00 | 120.24K |
VICTORY PORTFOLIOS IISOLE | CORE BD ETF | 570.03K | SH | $26.70M 3.25% | 0.00 | 0.00 | 570.03K |
ISHARES TRSOLE | IBOXX HI YD ETF | 199.47K | SH | $15.95M 1.94% | 0.00 | 0.00 | 199.47K |
ALPHABET INCSOLE | CAP STK CL A | 42.85K | SH | $15.31M 1.86% | 0.00 | 0.00 | 42.85K |
ISHARES TRSOLE | 20 YR TR BD ETF | 161.14K | SH | $13.93M 1.69% | 0.00 | 0.00 | 161.14K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 196.03K | SH | $13.51M 1.64% | 0.00 | 0.00 | 196.03K |
NVIDIA CORPORATIONSOLE | COM | 64.64K | SH | $12.93M 1.57% | 0.00 | 0.00 | 64.64K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 36.57K | SH | $11.20M 1.36% | 0.00 | 0.00 | 36.57K |
APPLE INCSOLE | COM | 37.90K | SH | $10.97M 1.33% | 0.00 | 0.00 | 37.90K |
MICROSOFT CORPSOLE | COM | 25.29K | SH | $9.43M 1.15% | 0.00 | 0.00 | 25.29K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 109.19K | SH | $8.80M 1.07% | 0.00 | 0.00 | 109.19K |
BROADCOM INCSOLE | COM | 22.77K | SH | $8.60M 1.05% | 0.00 | 0.00 | 22.77K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 16.74K | SH | $8.00M 0.97% | 0.00 | 0.00 | 16.74K |
META PLATFORMS INCSOLE | CL A | 13.35K | SH | $7.52M 0.92% | 0.00 | 0.00 | 13.35K |
PALO ALTO NETWORKS INCSOLE | COM | 20.15K | SH | $6.87M 0.84% | 0.00 | 0.00 | 20.15K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 34.54K | SH | $6.82M 0.83% | 0.00 | 0.00 | 34.54K |
TESLA INCSOLE | COM | 14.29K | SH | $6.01M 0.73% | 0.00 | 0.00 | 14.29K |
AMAZON COM INCSOLE | COM | 24.80K | SH | $5.91M 0.72% | 0.00 | 0.00 | 24.80K |