OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
28.6%
Voting Authority Distribution
Total shares with voting rights: 13.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
13.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 361.89K | SH | $51.35M 5.93% | 0.00 | 0.00 | 361.89K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 619.99K | SH | $31.35M 3.62% | 0.00 | 0.00 | 619.99K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 590.48K | SH | $26.98M 3.12% | 0.00 | 0.00 | 590.48K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 201.21K | SH | $25.77M 2.98% | 0.00 | 0.00 | 201.21K |
APPLE INCSOLE | COM | 81.87K | SH | $23.69M 2.74% | 0.00 | 0.00 | 81.87K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 813.86K | SH | $21.58M 2.49% | 0.00 | 0.00 | 813.86K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 514.01K | SH | $21.29M 2.46% | 0.00 | 0.00 | 514.01K |
SHERWIN WILLIAMS COSOLE | COM | 45.05K | SH | $15.51M 1.79% | 0.00 | 0.00 | 45.05K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 41.49K | SH | $15.35M 1.77% | 0.00 | 0.00 | 41.49K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 20.00 | SH | $14.98M 1.73% | 0.00 | 0.00 | 20.00 |
JOHNSON & JOHNSONSOLE | COM | 54.56K | SH | $13.86M 1.60% | 0.00 | 0.00 | 54.56K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.68K | SH | $13.85M 1.60% | 0.00 | 0.00 | 27.68K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 285.50K | SH | $13.53M 1.56% | 0.00 | 0.00 | 285.50K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 111.91K | SH | $13.32M 1.54% | 0.00 | 0.00 | 111.91K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 342.97K | SH | $12.65M 1.46% | 0.00 | 0.00 | 342.97K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 225.75K | SH | $11.69M 1.35% | 0.00 | 0.00 | 225.75K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH OPPORT FXD | 243.52K | SH | $10.62M 1.23% | 0.00 | 0.00 | 243.52K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 103.52K | SH | $10.21M 1.18% | 0.00 | 0.00 | 103.52K |
NVIDIA CORPORATIONSOLE | COM | 48.36K | SH | $9.68M 1.12% | 0.00 | 0.00 | 48.36K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 193.25K | SH | $9.62M 1.11% | 0.00 | 0.00 | 193.25K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.66K | SH | $9.46M 1.09% | 0.00 | 0.00 | 12.66K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.39K | SH | $9.20M 1.06% | 0.00 | 0.00 | 13.39K |
RBB FUND TRUSTSOLE | FIRS EAGL OV ETF | 150.52K | SH | $8.04M 0.93% | 0.00 | 0.00 | 150.52K |
INNOVATOR ETFS TRUSTSOLE | GROWTH 100 PWR B | 253.89K | SH | $7.98M 0.92% | 0.00 | 0.00 | 253.89K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 10.82K | SH | $7.97M 0.92% | 0.00 | 0.00 | 10.82K |