OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
13.4%
Top 10 weight
29.5%
Voting Authority Distribution
Total shares with voting rights: 14.14M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 359.42K | SH | $52.13M 5.84% | 0.00 | 0.00 | 359.42K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 816.20K | SH | $41.11M 4.61% | 0.00 | 0.00 | 816.20K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 578.23K | SH | $26.51M 2.97% | 0.00 | 0.00 | 578.23K |
APPLE INCSOLE | COM | 79K | SH | $26.31M 2.95% | 0.00 | 0.00 | 79K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 195.42K | SH | $25.03M 2.80% | 0.00 | 0.00 | 195.42K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 941.82K | SH | $23.91M 2.68% | 0.00 | 0.00 | 941.82K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 549.15K | SH | $21.63M 2.42% | 0.00 | 0.00 | 549.15K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.51K | SH | $16.41M 1.84% | 0.00 | 0.00 | 21.51K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 40.66K | SH | $15.21M 1.70% | 0.00 | 0.00 | 40.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 20.00 | SH | $14.94M 1.67% | 0.00 | 0.00 | 20.00 |
JOHNSON & JOHNSONSOLE | COM | 54.88K | SH | $14.53M 1.63% | 0.00 | 0.00 | 54.88K |
SHERWIN WILLIAMS COSOLE | COM | 44.84K | SH | $14.49M 1.62% | 0.00 | 0.00 | 44.84K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 114.58K | SH | $14.10M 1.58% | 0.00 | 0.00 | 114.58K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 293.29K | SH | $13.01M 1.46% | 0.00 | 0.00 | 293.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.05K | SH | $12.97M 1.45% | 0.00 | 0.00 | 26.05K |
JANUS DETROIT STR TRSOLE | HEND EM DEBT ETF | 247.47K | SH | $12.63M 1.42% | 0.00 | 0.00 | 247.47K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 332.87K | SH | $11.32M 1.27% | 0.00 | 0.00 | 332.87K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 114.67K | SH | $11.07M 1.24% | 0.00 | 0.00 | 114.67K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH OPPORT FXD | 264.85K | SH | $10.93M 1.22% | 0.00 | 0.00 | 264.85K |
NVIDIA CORPORATIONSOLE | COM | 47.57K | SH | $10.86M 1.22% | 0.00 | 0.00 | 47.57K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 193.40K | SH | $10.01M 1.12% | 0.00 | 0.00 | 193.40K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 204K | SH | $9.89M 1.11% | 0.00 | 0.00 | 204K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.75K | SH | $9.64M 1.08% | 0.00 | 0.00 | 13.75K |
MICROSOFT CORPSOLE | COM | 17.98K | SH | $9.22M 1.03% | 0.00 | 0.00 | 17.98K |
FIRST TR EXCHANGE TRAD FD VISOLE | FST TR GLB FD | 289.93K | SH | $8.87M 0.99% | 0.00 | 0.00 | 289.93K |