OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
36.9%
Top 10 weight
82.0%
Voting Authority Distribution
Total shares with voting rights: 3.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 46.42K | SH | $30.32M 15.63% | 0.00 | 0.00 | 46.42K |
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFSOLE | ETF | 967.80K | SH | $23.46M 12.09% | 0.00 | 0.00 | 967.80K |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 177.17K | SH | $17.83M 9.19% | 0.00 | 0.00 | 177.17K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 241.13K | SH | $16.92M 8.72% | 0.00 | 0.00 | 241.13K |
INVESCO BULLETSHARES 2026 CORPORATE BOND ETFSOLE | ETF | 759.18K | SH | $14.83M 7.64% | 0.00 | 0.00 | 759.18K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 500.08K | SH | $14.57M 7.51% | 0.00 | 0.00 | 500.08K |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 153.58K | SH | $13.90M 7.16% | 0.00 | 0.00 | 153.58K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 163.24K | SH | $11.02M 5.68% | 0.00 | 0.00 | 163.24K |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 185.54K | SH | $8.47M 4.36% | 0.00 | 0.00 | 185.54K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 63.27K | SH | $7.86M 4.05% | 0.00 | 0.00 | 63.27K |
VANGUARD MID-CAP ETFSOLE | ETF | 24.95K | SH | $7.16M 3.69% | 0.00 | 0.00 | 24.95K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 78.30K | SH | $5.77M 2.97% | 0.00 | 0.00 | 78.30K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 46.84K | SH | $4.65M 2.40% | 0.00 | 0.00 | 46.84K |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 150K | SH | $4.36M 2.25% | 0.00 | 0.00 | 150K |
ISHARES TREASURY FLOATING RATE BOND ETFSOLE | ETF | 53.23K | SH | $2.69M 1.39% | 0.00 | 0.00 | 53.23K |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | ETF | 38.50K | SH | $1.94M 1.00% | 0.00 | 0.00 | 38.50K |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 2.12K | SH | $754.1K 0.39% | 0.00 | 0.00 | 2.12K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 1.21K | SH | $581.3K 0.30% | 0.00 | 0.00 | 1.21K |
APPLE INC COMSOLE | Stock | 1.82K | SH | $461.0K 0.24% | 0.00 | 0.00 | 1.82K |
WISDOMTREE U.S. LARGECAP FUNDSOLE | ETF | 4.87K | SH | $331.9K 0.17% | 0.00 | 0.00 | 4.87K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 767.00 | SH | $327.0K 0.17% | 0.00 | 0.00 | 767.00 |
CARDINAL HEALTH INC COMSOLE | Stock | 1.28K | SH | $270.5K 0.14% | 0.00 | 0.00 | 1.28K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 431.00 | SH | $248.8K 0.13% | 0.00 | 0.00 | 431.00 |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | ETF | 491.00 | SH | $227.4K 0.12% | 0.00 | 0.00 | 491.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 725.00 | SH | $213.4K 0.11% | 0.00 | 0.00 | 725.00 |