OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
14.7%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 883.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
883.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 26.18M | SH | $4.57B 5.33% | 0.00 | 0.00 | 26.18M |
APPLE INCSOLE | COM | 17.70M | SH | $4.49B 5.24% | 0.00 | 0.00 | 17.70M |
ISHARES TRSOLE | CORE S&P500 ETF | 5.47M | SH | $3.57B 4.17% | 0.00 | 0.00 | 5.47M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 35.57M | SH | $2.28B 2.66% | 0.00 | 0.00 | 35.57M |
MICROSOFT CORPSOLE | COM | 5.79M | SH | $2.14B 2.50% | 0.00 | 0.00 | 5.79M |
AMAZON COM INCSOLE | COM | 6.68M | SH | $1.39B 1.62% | 0.00 | 0.00 | 6.68M |
ISHARES TRSOLE | CORE US AGGBD ET | 13.75M | SH | $1.36B 1.59% | 0.00 | 0.00 | 13.75M |
ALPHABET INCSOLE | CAP STK CL A | 4.67M | SH | $1.34B 1.57% | 0.00 | 0.00 | 4.67M |
BROADCOM INCSOLE | COM | 3.54M | SH | $1.10B 1.28% | 0.00 | 0.00 | 3.54M |
ISHARES TRSOLE | CORE S&P MCP ETF | 16.11M | SH | $1.09B 1.27% | 0.00 | 0.00 | 16.11M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.06M | SH | $992.80M 1.16% | 0.00 | 0.00 | 5.06M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.51M | SH | $979.33M 1.14% | 0.00 | 0.00 | 1.51M |
JPMORGAN CHASE & COSOLE | COM | 3.09M | SH | $907.57M 1.06% | 0.00 | 0.00 | 3.09M |
ISHARES TRSOLE | CORE MSCI EAFE | 9.75M | SH | $881.85M 1.03% | 0.00 | 0.00 | 9.75M |
ISHARES TRSOLE | CORE UNIVRSL USD | 18.95M | SH | $875.21M 1.02% | 0.00 | 0.00 | 18.95M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.90M | SH | $829.11M 0.97% | 0.00 | 0.00 | 1.90M |
META PLATFORMS INCSOLE | CL A | 1.42M | SH | $813.82M 0.95% | 0.00 | 0.00 | 1.42M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 14.03M | SH | $757.77M 0.88% | 0.00 | 0.00 | 14.03M |
ALPHABET INCSOLE | CAP STK CL C | 2.57M | SH | $737.76M 0.86% | 0.00 | 0.00 | 2.57M |
TESLA INCSOLE | COM | 1.88M | SH | $698.11M 0.82% | 0.00 | 0.00 | 1.88M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.12M | SH | $643.89M 0.75% | 0.00 | 0.00 | 1.12M |
ELI LILLY & COSOLE | COM | 693.86K | SH | $638.01M 0.74% | 0.00 | 0.00 | 693.86K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 2.13M | SH | $612.82M 0.72% | 0.00 | 0.00 | 2.13M |
WALMART INCSOLE | COM | 4.91M | SH | $610.10M 0.71% | 0.00 | 0.00 | 4.91M |
ISHARES INCSOLE | CORE MSCI EMKT | 8.70M | SH | $605.96M 0.71% | 0.00 | 0.00 | 8.70M |