OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 13.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
13.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.02M | SH | $72.82M 5.26% | 0.00 | 0.00 | 1.02M |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 303.34K | SH | $57.79M 4.18% | 0.00 | 0.00 | 303.34K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 148.49K | SH | $45.48M 3.29% | 0.00 | 0.00 | 148.49K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 214.74K | SH | $42.43M 3.07% | 0.00 | 0.00 | 214.74K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 511.52K | SH | $42.12M 3.04% | 0.00 | 0.00 | 511.52K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 43.37K | SH | $41.85M 3.02% | 0.00 | 0.00 | 43.37K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 50.02K | SH | $36.84M 2.66% | 0.00 | 0.00 | 50.02K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 263.48K | SH | $36.24M 2.62% | 0.00 | 0.00 | 263.48K |
ISHARES TRSOLE | TIPS BD ETF | 309.78K | SH | $33.90M 2.45% | 0.00 | 0.00 | 309.78K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 459K | SH | $33.70M 2.44% | 0.00 | 0.00 | 459K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 519.85K | SH | $31.03M 2.24% | 0.00 | 0.00 | 519.85K |
LAM RESEARCH CORPSOLE | COM NEW | 69.64K | SH | $30.18M 2.18% | 0.00 | 0.00 | 69.64K |
ISHARES TRSOLE | S&P 500 VAL ETF | 132.26K | SH | $30.03M 2.17% | 0.00 | 0.00 | 132.26K |
CORNING INCSOLE | COM | 111.49K | SH | $28.48M 2.06% | 0.00 | 0.00 | 111.49K |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 168.09K | SH | $26.67M 1.93% | 0.00 | 0.00 | 168.09K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 328.41K | SH | $25.59M 1.85% | 0.00 | 0.00 | 328.41K |
ISHARES TRSOLE | IBOXX HI YD ETF | 314.51K | SH | $25.15M 1.82% | 0.00 | 0.00 | 314.51K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 251.95K | SH | $24.30M 1.76% | 0.00 | 0.00 | 251.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 290.98K | SH | $23.00M 1.66% | 0.00 | 0.00 | 290.98K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 188.81K | SH | $22.57M 1.63% | 0.00 | 0.00 | 188.81K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 221.56K | SH | $21.76M 1.57% | 0.00 | 0.00 | 221.56K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 209.50K | SH | $21.12M 1.53% | 0.00 | 0.00 | 209.50K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 180.14K | SH | $18.40M 1.33% | 0.00 | 0.00 | 180.14K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 27.87K | SH | $18.28M 1.32% | 0.00 | 0.00 | 27.87K |
ISHARES TRSOLE | SELECT DIVID ETF | 114.95K | SH | $17.97M 1.30% | 0.00 | 0.00 | 114.95K |