OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
13.0%
Top 10 weight
29.6%
Voting Authority Distribution
Total shares with voting rights: 13.31M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
13.31M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 371.46K | SH | $46.48M 6.03% | 0.00 | 0.00 | 371.46K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 557.40K | SH | $28.21M 3.66% | 0.00 | 0.00 | 557.40K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 593.46K | SH | $25.60M 3.32% | 0.00 | 0.00 | 593.46K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 214.51K | SH | $23.85M 3.09% | 0.00 | 0.00 | 214.51K |
APPLE INCSOLE | COM | 82K | SH | $20.81M 2.70% | 0.00 | 0.00 | 82K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 497.77K | SH | $20.68M 2.68% | 0.00 | 0.00 | 497.77K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 741.62K | SH | $19.43M 2.52% | 0.00 | 0.00 | 741.62K |
SHERWIN WILLIAMS COSOLE | COM | 45.04K | SH | $14.44M 1.87% | 0.00 | 0.00 | 45.04K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 20.00 | SH | $14.36M 1.86% | 0.00 | 0.00 | 20.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.36K | SH | $14.07M 1.82% | 0.00 | 0.00 | 29.36K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 41.98K | SH | $13.47M 1.75% | 0.00 | 0.00 | 41.98K |
JOHNSON & JOHNSONSOLE | COM | 54.47K | SH | $13.31M 1.73% | 0.00 | 0.00 | 54.47K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 286.64K | SH | $12.62M 1.64% | 0.00 | 0.00 | 286.64K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 345.28K | SH | $12.24M 1.59% | 0.00 | 0.00 | 345.28K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 383.31K | SH | $11.87M 1.54% | 0.00 | 0.00 | 383.31K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 233.49K | SH | $10.95M 1.42% | 0.00 | 0.00 | 233.49K |
FIRST TR EXCHANGE TRAD FD VISOLE | FST TR GLB FD | 355.13K | SH | $10.20M 1.32% | 0.00 | 0.00 | 355.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 100.55K | SH | $9.85M 1.28% | 0.00 | 0.00 | 100.55K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH OPPORT FXD | 225.41K | SH | $9.83M 1.27% | 0.00 | 0.00 | 225.41K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 184.09K | SH | $9.17M 1.19% | 0.00 | 0.00 | 184.09K |
NVIDIA CORPORATIONSOLE | COM | 46.45K | SH | $8.10M 1.05% | 0.00 | 0.00 | 46.45K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.44K | SH | $8.03M 1.04% | 0.00 | 0.00 | 13.44K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 94.17K | SH | $7.79M 1.01% | 0.00 | 0.00 | 94.17K |
RBB FUND TRUSTSOLE | FIRST EAGLE OVER | 145.54K | SH | $7.34M 0.95% | 0.00 | 0.00 | 145.54K |
INNOVATOR ETFS TRUSTSOLE | GROWTH 100 PWR B | 257.13K | SH | $7.16M 0.93% | 0.00 | 0.00 | 257.13K |