OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
27.9%
Voting Authority Distribution
Total shares with voting rights: 895.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
895.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 18.02M | SH | $5.21B 5.48% | 0.00 | 0.00 | 18.02M |
NVIDIA CORPORATIONSOLE | COM | 25.95M | SH | $5.19B 5.45% | 0.00 | 0.00 | 25.95M |
ISHARES TRSOLE | CORE S&P500 ETF | 5.57M | SH | $4.17B 4.38% | 0.00 | 0.00 | 5.57M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 37.07M | SH | $2.64B 2.77% | 0.00 | 0.00 | 37.07M |
MICROSOFT CORPOTR | COM | 5.47M | SH | $2.04B 2.14% | 0.00 | 0.00 | 5.47M |
ALPHABET INCOTR | CAP STK CL A | 4.59M | SH | $1.64B 1.72% | 0.00 | 0.00 | 4.59M |
AMAZON COM INCSOLE | COM | 6.57M | SH | $1.57B 1.65% | 0.00 | 0.00 | 6.57M |
ISHARES TRSOLE | CORE US AGGBD ET | 14.86M | SH | $1.47B 1.55% | 0.00 | 0.00 | 14.86M |
BROADCOM INCSOLE | COM | 3.57M | SH | $1.35B 1.41% | 0.00 | 0.00 | 3.57M |
ISHARES TRSOLE | CORE S&P MCP ETF | 16.40M | SH | $1.26B 1.33% | 0.00 | 0.00 | 16.40M |
MICRON TECHNOLOGY INCOTR | COM | 945.79K | SH | $1.09B 1.15% | 0.00 | 0.00 | 945.79K |
VANGUARD INDEX FDSOTR | VALUE ETF | 4.96M | SH | $1.08B 1.13% | 0.00 | 0.00 | 4.96M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.44M | SH | $1.07B 1.13% | 0.00 | 0.00 | 1.44M |
JPMORGAN CHASE & COOTR | COM | 3.16M | SH | $1.03B 1.09% | 0.00 | 0.00 | 3.16M |
ISHARES TRSOLE | CORE MSCI EAFE | 10.18M | SH | $983.04M 1.03% | 0.00 | 0.00 | 10.18M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.17M | SH | $962.34M 1.01% | 0.00 | 0.00 | 11.17M |
ISHARES TROTR | CORE UNIVRSL USD | 20.74M | SH | $957.34M 1.01% | 0.00 | 0.00 | 20.74M |
ALPHABET INCOTR | CAP STK CL C | 2.48M | SH | $874.57M 0.92% | 0.00 | 0.00 | 2.48M |
ELI LILLY & COSOLE | COM | 716.75K | SH | $859.89M 0.90% | 0.00 | 0.00 | 716.75K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 14.14M | SH | $844.14M 0.89% | 0.00 | 0.00 | 14.14M |
META PLATFORMS INCOTR | CL A | 1.43M | SH | $804.92M 0.85% | 0.00 | 0.00 | 1.43M |
TESLA INCOTR | COM | 1.89M | SH | $796.54M 0.84% | 0.00 | 0.00 | 1.89M |
CORNING INCSOLE | COM | 2.87M | SH | $732.79M 0.77% | 0.00 | 0.00 | 2.87M |
ISHARES INCSOLE | CORE MSCI EMKT | 8.85M | SH | $732.49M 0.77% | 0.00 | 0.00 | 8.85M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 981.33K | SH | $722.56M 0.76% | 0.00 | 0.00 | 981.33K |