OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
36.4%
Top 10 weight
82.0%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.82M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 45.59K | SH | $34.14M 16.35% | 0.00 | 0.00 | 45.59K |
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFSOLE | ETF | 973.96K | SH | $23.60M 11.30% | 0.00 | 0.00 | 973.96K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 240.03K | SH | $18.19M 8.71% | 0.00 | 0.00 | 240.03K |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 176.01K | SH | $17.72M 8.49% | 0.00 | 0.00 | 176.01K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 501.33K | SH | $16.97M 8.12% | 0.00 | 0.00 | 501.33K |
INVESCO BULLETSHARES 2026 CORPORATE BOND ETFSOLE | ETF | 766.73K | SH | $14.97M 7.17% | 0.00 | 0.00 | 766.73K |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 150.79K | SH | $14.56M 6.97% | 0.00 | 0.00 | 150.79K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 161.40K | SH | $12.45M 5.96% | 0.00 | 0.00 | 161.40K |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 189.55K | SH | $9.55M 4.57% | 0.00 | 0.00 | 189.55K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 60.69K | SH | $9.00M 4.31% | 0.00 | 0.00 | 60.69K |
VANGUARD MORNINGSTAR MID-CAP ETFSOLE | ETF | 100.81K | SH | $8.12M 3.89% | 0.00 | 0.00 | 100.81K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 79.70K | SH | $5.85M 2.80% | 0.00 | 0.00 | 79.70K |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 152.03K | SH | $5.49M 2.63% | 0.00 | 0.00 | 152.03K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 46.85K | SH | $4.64M 2.22% | 0.00 | 0.00 | 46.85K |
ISHARES TREASURY FLOATING RATE BOND ETFSOLE | ETF | 51.37K | SH | $2.60M 1.25% | 0.00 | 0.00 | 51.37K |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | ETF | 36.38K | SH | $1.83M 0.88% | 0.00 | 0.00 | 36.38K |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 2.10K | SH | $860.8K 0.41% | 0.00 | 0.00 | 2.10K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 1.21K | SH | $607.0K 0.29% | 0.00 | 0.00 | 1.21K |
APPLE INC COMSOLE | Stock | 1.78K | SH | $514.1K 0.25% | 0.00 | 0.00 | 1.78K |
WISDOMTREE U.S. LARGECAP FUNDSOLE | ETF | 4.79K | SH | $372.8K 0.18% | 0.00 | 0.00 | 4.79K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 2.96K | SH | $368.2K 0.18% | 0.00 | 0.00 | 2.96K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 431.00 | SH | $317.4K 0.15% | 0.00 | 0.00 | 431.00 |
CARDINAL HEALTH INC COMSOLE | Stock | 1.28K | SH | $304.1K 0.15% | 0.00 | 0.00 | 1.28K |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | ETF | 491.00 | SH | $256.5K 0.12% | 0.00 | 0.00 | 491.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 725.00 | SH | $237.5K 0.11% | 0.00 | 0.00 | 725.00 |