LEAWOOD, KS
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 11.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 1.59M | SH | $44.40M 5.56% | 0.00 | 0.00 | 1.59M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.71M | SH | $43.96M 5.51% | 0.00 | 0.00 | 1.71M |
APPLE INCSOLE | COM | 151.53K | SH | $38.46M 4.82% | 0.00 | 0.00 | 151.53K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.48M | SH | $36.69M 4.60% | 0.00 | 0.00 | 1.48M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 435.55K | SH | $32.07M 4.02% | 0.00 | 0.00 | 435.55K |
ALPHABET INCSOLE | CAP STK CL A | 99.05K | SH | $28.48M 3.57% | 0.00 | 0.00 | 99.05K |
NVIDIA CORPORATIONSOLE | COM | 160.97K | SH | $28.07M 3.52% | 0.00 | 0.00 | 160.97K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 380.36K | SH | $19.75M 2.47% | 0.00 | 0.00 | 380.36K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 42.33K | SH | $19.47M 2.44% | 0.00 | 0.00 | 42.33K |
CATERPILLAR INCSOLE | COM | 22.65K | SH | $16.05M 2.01% | 0.00 | 0.00 | 22.65K |
MICROSOFT CORPSOLE | COM | 41.74K | SH | $15.45M 1.94% | 0.00 | 0.00 | 41.74K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 175.86K | SH | $14.17M 1.77% | 0.00 | 0.00 | 175.86K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 28.72K | SH | $14.12M 1.77% | 0.00 | 0.00 | 28.72K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 125.35K | SH | $13.85M 1.73% | 0.00 | 0.00 | 125.35K |
JPMORGAN CHASE & COSOLE | COM | 44.28K | SH | $13.03M 1.63% | 0.00 | 0.00 | 44.28K |
ISHARES TRSOLE | CORE 40/60 MODER | 259.96K | SH | $12.31M 1.54% | 0.00 | 0.00 | 259.96K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 360.94K | SH | $11.17M 1.40% | 0.00 | 0.00 | 360.94K |
JOHNSON & JOHNSONSOLE | COM | 43.69K | SH | $10.68M 1.34% | 0.00 | 0.00 | 43.69K |
EXXON MOBIL CORPSOLE | COM | 62.60K | SH | $10.62M 1.33% | 0.00 | 0.00 | 62.59K |
OREILLY AUTOMOTIVE INCSOLE | COM | 111.21K | SH | $10.27M 1.29% | 0.00 | 0.00 | 111.21K |
ABBVIE INCSOLE | COM | 46.96K | SH | $10.21M 1.28% | 0.00 | 0.00 | 46.96K |
WALMART INCSOLE | COM | 79.10K | SH | $9.83M 1.23% | 0.00 | 0.00 | 79.10K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 97.81K | SH | $9.77M 1.22% | 0.00 | 0.00 | 97.81K |
PROCTER & GAMBLE COSOLE | COM | 66.36K | SH | $9.59M 1.20% | 0.00 | 0.00 | 66.36K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 49.77K | SH | $9.55M 1.20% | 0.00 | 0.00 | 49.77K |