OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
35.4%
Top 10 weight
67.5%
Voting Authority Distribution
Total shares with voting rights: 9.54M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.54M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2.90M | SH | $84.46M 15.24% | 0.00 | 0.00 | 2.90M |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.61M | SH | $65.63M 11.84% | 0.00 | 0.00 | 2.61M |
ISHARES TRSOLE | CORE US AGGBD ET | 465.78K | SH | $46.24M 8.34% | 0.00 | 0.00 | 465.78K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 470.14K | SH | $39.89M 7.20% | 0.00 | 0.00 | 470.14K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 481.85K | SH | $38.84M 7.01% | 0.00 | 0.00 | 481.85K |
ISHARES TRSOLE | EXPND TEC SC ETF | 256.06K | SH | $30.35M 5.48% | 0.00 | 0.00 | 256.06K |
ISHARES TRSOLE | CORE DIV GRWTH | 414.37K | SH | $29.08M 5.25% | 0.00 | 0.00 | 414.37K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 52.95K | SH | $16.99M 3.07% | 0.00 | 0.00 | 52.95K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 436.47K | SH | $13.39M 2.42% | 0.00 | 0.00 | 436.47K |
NVIDIA CORPORATIONSOLE | COM | 54.13K | SH | $9.44M 1.70% | 0.00 | 0.00 | 54.13K |
ISHARES TRSOLE | NATIONAL MUN ETF | 77.35K | SH | $8.21M 1.48% | 0.00 | 0.00 | 77.35K |
APPLE INCSOLE | COM | 31.74K | SH | $8.05M 1.45% | 0.00 | 0.00 | 31.74K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 18.48K | SH | $7.08M 1.28% | 0.00 | 0.00 | 18.48K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.56K | SH | $5.57M 1.00% | 0.00 | 0.00 | 8.56K |
ISHARES TRSOLE | CORE S&P SCP ETF | 40.79K | SH | $5.07M 0.92% | 0.00 | 0.00 | 40.79K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 44.26K | SH | $4.96M 0.90% | 0.00 | 0.00 | 44.26K |
CATERPILLAR INCSOLE | COM | 6.88K | SH | $4.87M 0.88% | 0.00 | 0.00 | 6.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.01K | SH | $4.79M 0.86% | 0.00 | 0.00 | 8.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.80K | SH | $4.70M 0.85% | 0.00 | 0.00 | 9.80K |
WALMART INCSOLE | COM | 33.63K | SH | $4.18M 0.75% | 0.00 | 0.00 | 33.63K |
MICROSOFT CORPSOLE | COM | 10.39K | SH | $3.85M 0.69% | 0.00 | 0.00 | 10.39K |
AFLAC INCSOLE | COM | 33.05K | SH | $3.63M 0.65% | 0.00 | 0.00 | 33.05K |
ATMOS ENERGY CORPSOLE | COM | 19.47K | SH | $3.60M 0.65% | 0.00 | 0.00 | 19.47K |
NEXTERA ENERGY INCSOLE | COM | 38.69K | SH | $3.59M 0.65% | 0.00 | 0.00 | 38.69K |
LINDE PLCSOLE | SHS | 6.67K | SH | $3.31M 0.60% | 0.00 | 0.00 | 6.67K |