OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
12.1%
Top 10 weight
27.6%
Voting Authority Distribution
Total shares with voting rights: 62.58M
Full voting authority
62.58M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.45M | SH | $367.59M 4.58% | 1.45M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.76M | SH | $306.25M 3.82% | 1.76M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EETF | 1.03M | SH | $295.13M 3.68% | 1.03M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 779.48K | SH | $288.54M 3.60% | 779.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 712.23K | SH | $204.81M 2.55% | 712.23K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 932.75K | SH | $194.26M 2.42% | 932.75K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 534.72K | SH | $165.50M 2.06% | 534.72K | 0.00 | 0.00 |
ISHARES TRSOLE | FETF | 1.26M | SH | $134.61M 1.68% | 1.26M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 448.34K | SH | $131.88M 1.64% | 448.34K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 710.97K | SH | $120.62M 1.50% | 710.97K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 155.81K | SH | $110.38M 1.38% | 155.81K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 384.55K | SH | $110.31M 1.38% | 384.55K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 485.28K | SH | $105.54M 1.32% | 485.28K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | IETF | 1.63M | SH | $104.40M 1.30% | 1.63M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 819.11K | SH | $101.80M 1.27% | 819.11K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EETF | 1.38M | SH | $97.92M 1.22% | 1.38M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 195.43K | SH | $93.65M 1.17% | 195.43K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 747.62K | SH | $89.93M 1.12% | 747.62K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 458.72K | SH | $88.49M 1.10% | 458.72K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 1.06M | SH | $82.34M 1.03% | 1.06M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EETF | 136.63K | SH | $81.64M 1.02% | 136.63K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | EETF | 125.44K | SH | $81.58M 1.02% | 125.44K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 81.66K | SH | $81.37M 1.01% | 81.66K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COM | 139.42K | SH | $79.77M 0.99% | 139.42K | 0.00 | 0.00 |
VISA INCSOLE | COM | 256.18K | SH | $77.43M 0.97% | 256.18K | 0.00 | 0.00 |