OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
24.9%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 2.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN BETABUILDERS U.S. EQUITY ETFSOLE | ETF | 253.81K | SH | $29.74M 14.47% | 0.00 | 0.00 | 253.81K |
FIRST EAGLE GLOBAL EQUITY ETFSOLE | ETF | 261.12K | SH | $12.27M 5.97% | 0.00 | 0.00 | 261.12K |
JPMORGAN ACTIVE GROWTH ETFSOLE | ETF | 109.58K | SH | $9.26M 4.51% | 0.00 | 0.00 | 109.58K |
JPMORGAN ACTIVE VALUE ETFSOLE | ETF | 119.39K | SH | $8.57M 4.17% | 0.00 | 0.00 | 119.39K |
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETFSOLE | ETF | 112.44K | SH | $8.52M 4.14% | 0.00 | 0.00 | 112.44K |
ALLSPRING BROAD MARKET CORE BOND ETFSOLE | ETF | 301.25K | SH | $7.50M 3.65% | 0.00 | 0.00 | 301.25K |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 92.37K | SH | $7.44M 3.62% | 0.00 | 0.00 | 92.37K |
AVANTIS U.S. EQUITY ETFSOLE | ETF | 66.29K | SH | $7.37M 3.59% | 0.00 | 0.00 | 66.29K |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 155.68K | SH | $7.33M 3.57% | 0.00 | 0.00 | 155.68K |
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETFSOLE | ETF | 68.47K | SH | $5.01M 2.44% | 0.00 | 0.00 | 68.47K |
FIDELITY BLUE CHIP GROWTH ETFSOLE | ETF | 91.77K | SH | $4.60M 2.24% | 0.00 | 0.00 | 91.77K |
JPMORGAN CHASE & CO COMSOLE | Stock | 14.56K | SH | $4.28M 2.08% | 0.00 | 0.00 | 14.56K |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 51.34K | SH | $3.93M 1.91% | 0.00 | 0.00 | 51.34K |
APPLE INC COMSOLE | Stock | 14.27K | SH | $3.62M 1.76% | 0.00 | 0.00 | 14.27K |
NVIDIA CORPORATION COMSOLE | Stock | 19.75K | SH | $3.44M 1.68% | 0.00 | 0.00 | 19.75K |
SERVICENOW INC COMSOLE | Stock | 32.53K | SH | $3.40M 1.65% | 0.00 | 0.00 | 32.53K |
MICROSOFT CORP COMSOLE | Stock | 8.32K | SH | $3.08M 1.50% | 0.00 | 0.00 | 8.32K |
NIKE INC CL BSOLE | Stock | 54.38K | SH | $2.87M 1.40% | 0.00 | 0.00 | 54.38K |
ALPHABET INC CAP STK CL ASOLE | Stock | 9.27K | SH | $2.67M 1.30% | 0.00 | 0.00 | 9.27K |
BROADCOM INC COMSOLE | Stock | 7.51K | SH | $2.32M 1.13% | 0.00 | 0.00 | 7.51K |
JPMORGAN INCOME ETFSOLE | ETF | 45.48K | SH | $2.10M 1.02% | 0.00 | 0.00 | 45.48K |
JPMORGAN DIVERSIFIED RETURN USE EQUITYSOLE | ETF | 15.53K | SH | $2.02M 0.98% | 0.00 | 0.00 | 15.53K |
ELI LILLY & CO COMSOLE | Stock | 2.05K | SH | $1.88M 0.92% | 0.00 | 0.00 | 2.05K |
WALMART INC COMSOLE | Stock | 13.52K | SH | $1.68M 0.82% | 0.00 | 0.00 | 13.52K |
AMAZON COM INC COMSOLE | Stock | 8.02K | SH | $1.67M 0.81% | 0.00 | 0.00 | 8.02K |