OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
16.2%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 3.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 117.59K | SH | $13.30M 5.67% | 0.00 | 0.00 | 117.59K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 117.51K | SH | $12.98M 5.54% | 0.00 | 0.00 | 117.51K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 380.97K | SH | $11.69M 4.98% | 0.00 | 0.00 | 380.97K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.19K | SH | $11.08M 4.72% | 0.00 | 0.00 | 19.19K |
ADVANCED MICRO DEVICES INCSOLE | COM | 42.13K | SH | $8.57M 3.65% | 0.00 | 0.00 | 42.13K |
APPLE INCSOLE | COM | 31.07K | SH | $7.89M 3.36% | 0.00 | 0.00 | 31.07K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 311.24K | SH | $7.23M 3.08% | 0.00 | 0.00 | 311.24K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 154.63K | SH | $7.17M 3.06% | 0.00 | 0.00 | 154.63K |
MICRON TECHNOLOGY INCSOLE | COM | 20.78K | SH | $7.02M 2.99% | 0.00 | 0.00 | 20.78K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 69.76K | SH | $5.62M 2.40% | 0.00 | 0.00 | 69.76K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 57.69K | SH | $5.58M 2.38% | 0.00 | 0.00 | 57.69K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 28.85K | SH | $5.32M 2.27% | 0.00 | 0.00 | 28.85K |
ISHARES TRSOLE | IBOXX INV CP ETF | 48.09K | SH | $5.24M 2.24% | 0.00 | 0.00 | 48.09K |
ISHARES TRSOLE | ISHARES SEMICDTR | 15.75K | SH | $5.18M 2.21% | 0.00 | 0.00 | 15.75K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 50.96K | SH | $4.92M 2.10% | 0.00 | 0.00 | 50.96K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 7.28K | SH | $4.49M 1.91% | 0.00 | 0.00 | 7.28K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 137.12K | SH | $3.99M 1.70% | 0.00 | 0.00 | 137.12K |
ISHARES TRSOLE | CORE S&P SCP ETF | 30.19K | SH | $3.75M 1.60% | 0.00 | 0.00 | 30.19K |
MICROSOFT CORPSOLE | COM | 10.02K | SH | $3.71M 1.58% | 0.00 | 0.00 | 10.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.05K | SH | $3.38M 1.44% | 0.00 | 0.00 | 7.05K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 84.02K | SH | $3.34M 1.43% | 0.00 | 0.00 | 84.02K |
ONEOK INC NEWSOLE | COM | 35.59K | SH | $3.22M 1.37% | 0.00 | 0.00 | 35.59K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 63.80K | SH | $2.93M 1.25% | 0.00 | 0.00 | 63.80K |
ISHARES TRSOLE | 20 YR TR BD ETF | 33.07K | SH | $2.87M 1.22% | 0.00 | 0.00 | 33.07K |
FIRST TR EXCHANGE-TRADED FDSOLE | LNG DUR OPRTUN | 125.88K | SH | $2.72M 1.16% | 0.00 | 0.00 | 125.88K |