OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
29.9%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 1.86M
Full voting authority
1.86M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 211.32K | SH | $14.48M 13.26% | 211.32K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS I | 197.82K | SH | $9.82M 8.99% | 197.82K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 181.71K | SH | $8.35M 7.64% | 181.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.38K | SH | $7.05M 6.45% | 29.38K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 132.73K | SH | $5.90M 5.40% | 132.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 46.62K | SH | $4.52M 4.14% | 46.62K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 81.31K | SH | $4.17M 3.81% | 81.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 26.88K | SH | $3.93M 3.60% | 26.88K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVEBLDRS EMER | 113.08K | SH | $3.85M 3.52% | 113.08K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 48.35K | SH | $3.29M 3.01% | 48.35K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAN DIVER | 23.65K | SH | $2.24M 2.05% | 23.65K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | US AGGREGATE ETF | 47.54K | SH | $2.18M 1.99% | 47.54K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 35.07K | SH | $2.09M 1.91% | 35.07K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 44.37K | SH | $2.03M 1.86% | 44.37K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 34.82K | SH | $1.90M 1.74% | 34.82K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.98K | SH | $1.82M 1.66% | 13.98K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT INC | 34.82K | SH | $1.75M 1.60% | 34.82K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 11.10K | SH | $1.69M 1.54% | 11.10K | 0.00 | 0.00 |
PARAGON 28 INCSOLE | COM | 83.33K | SH | $1.59M 1.46% | 83.33K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS EUR | 26.35K | SH | $1.28M 1.17% | 26.35K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 24.70K | SH | $1.11M 1.02% | 24.70K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 21.76K | SH | $1.02M 0.93% | 21.76K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 22.45K | SH | $1.01M 0.92% | 22.45K | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | COM | 3.07K | SH | $813.4K 0.74% | 3.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.63K | SH | $811.0K 0.74% | 2.63K | 0.00 | 0.00 |