OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
21.8%
Top 10 weight
49.7%
Voting Authority Distribution
Total shares with voting rights: 6.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 45.36K | SH | $34.74M 10.47% | 0.00 | 0.00 | 45.36K |
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFSOLE | ETF | 797.08K | SH | $19.32M 5.82% | 0.00 | 0.00 | 797.08K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 510.76K | SH | $18.35M 5.53% | 0.00 | 0.00 | 510.76K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 238.63K | SH | $17.99M 5.42% | 0.00 | 0.00 | 238.63K |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 177.75K | SH | $17.90M 5.39% | 0.00 | 0.00 | 177.75K |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 149.49K | SH | $14.48M 4.36% | 0.00 | 0.00 | 149.49K |
INVESCO BULLETSHARES 2026 CORPORATE BOND ETFSOLE | ETF | 594.34K | SH | $11.60M 3.50% | 0.00 | 0.00 | 594.34K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 160.73K | SH | $11.56M 3.48% | 0.00 | 0.00 | 160.73K |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 191.93K | SH | $9.64M 2.90% | 0.00 | 0.00 | 191.93K |
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETFSOLE | ETF | 362.91K | SH | $9.52M 2.87% | 0.00 | 0.00 | 362.91K |
ISHARES RUSSELL TOP 200 GROWTH ETFSOLE | ETF | 31.44K | SH | $9.27M 2.79% | 0.00 | 0.00 | 31.44K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 59.85K | SH | $8.14M 2.45% | 0.00 | 0.00 | 59.85K |
VANGUARD MORNINGSTAR MID-CAP ETFSOLE | ETF | 101.15K | SH | $7.93M 2.39% | 0.00 | 0.00 | 101.15K |
EATON VANCE TOTAL RETURN BOND ETFSOLE | ETF | 137.66K | SH | $6.63M 2.00% | 0.00 | 0.00 | 137.66K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 81.45K | SH | $5.71M 1.72% | 0.00 | 0.00 | 81.45K |
INVESCO S&P SMALLCAP MOMENTUM ETFSOLE | ETF | 67.84K | SH | $5.53M 1.67% | 0.00 | 0.00 | 67.84K |
ISHARES IBONDS DEC 2028 TERM CORPORATE ETFSOLE | ETF | 210.80K | SH | $5.26M 1.59% | 0.00 | 0.00 | 210.80K |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 106.64K | SH | $5.21M 1.57% | 0.00 | 0.00 | 106.64K |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 155.26K | SH | $5.07M 1.53% | 0.00 | 0.00 | 155.26K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 47.73K | SH | $4.51M 1.36% | 0.00 | 0.00 | 47.73K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 5.83K | SH | $4.44M 1.34% | 0.00 | 0.00 | 5.83K |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETFSOLE | ETF | 208.30K | SH | $4.07M 1.23% | 0.00 | 0.00 | 208.30K |
INVESCO NASDAQ BIOTECHNOLOGY ETFSOLE | ETF | 108.64K | SH | $3.82M 1.15% | 0.00 | 0.00 | 108.64K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 24.68K | SH | $2.91M 0.88% | 0.00 | 0.00 | 24.68K |
ISHARES MORNINGSTAR MID-CAP GROWTH ETFSOLE | ETF | 30.37K | SH | $2.85M 0.86% | 0.00 | 0.00 | 30.37K |