KANSAS CITY, MO
Allocation by class
Portfolio Concentration
Top 3 weight
28.5%
Top 10 weight
75.2%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 ETF | 36.75K | SH | $13.10M 10.05% | 0.00 | 0.00 | 36.75K |
SPDR GOLD TRSOLE | GOLD SHS | 28.70K | SH | $12.35M 9.47% | 0.00 | 0.00 | 28.70K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 418.63K | SH | $11.66M 8.94% | 0.00 | 0.00 | 418.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.48K | SH | $11.25M 8.63% | 0.00 | 0.00 | 23.48K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 82.13K | SH | $10.28M 7.88% | 0.00 | 0.00 | 82.13K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 224.84K | SH | $9.56M 7.34% | 0.00 | 0.00 | 224.84K |
ISHARES TRSOLE | GLOBAL TECH ETF | 83.51K | SH | $8.35M 6.40% | 0.00 | 0.00 | 83.51K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 76.50K | SH | $7.66M 5.88% | 0.00 | 0.00 | 76.50K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 64.06K | SH | $7.03M 5.39% | 0.00 | 0.00 | 64.06K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 79.94K | SH | $6.78M 5.20% | 0.00 | 0.00 | 79.94K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 162.12K | SH | $6.52M 5.00% | 0.00 | 0.00 | 162.12K |
ISHARES TRSOLE | CORE S&P TTL STK | 23.55K | SH | $3.35M 2.57% | 0.00 | 0.00 | 23.55K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 12.09K | SH | $2.60M 1.99% | 0.00 | 0.00 | 12.09K |
APPLE INCSOLE | COM | 8.76K | SH | $2.22M 1.70% | 0.00 | 0.00 | 8.76K |
ELI LILLY & COSOLE | COM | 1.95K | SH | $1.79M 1.37% | 0.00 | 0.00 | 1.95K |
NVIDIA CORPORATIONSOLE | COM | 9.05K | SH | $1.58M 1.21% | 0.00 | 0.00 | 9.05K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 22.29K | SH | $1.13M 0.87% | 0.00 | 0.00 | 22.29K |
AMAZON COM INCSOLE | COM | 5.28K | SH | $1.10M 0.84% | 0.00 | 0.00 | 5.28K |
GE AEROSPACESOLE | COM NEW | 3.56K | SH | $1.01M 0.77% | 0.00 | 0.00 | 3.56K |
WALMART INCSOLE | COM | 7.95K | SH | $988.5K 0.76% | 0.00 | 0.00 | 7.95K |
MICROSOFT CORPSOLE | COM | 2.26K | SH | $835.9K 0.64% | 0.00 | 0.00 | 2.26K |
INNOVATOR ETFS TRUSTSOLE | LADERD ALCTN PWR | 15.72K | SH | $776.7K 0.60% | 0.00 | 0.00 | 15.72K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 38.70K | SH | $746.9K 0.57% | 0.00 | 0.00 | 38.70K |
CENOVUS ENERGY INCSOLE | COM | 26.05K | SH | $691.1K 0.53% | 0.00 | 0.00 | 26.05K |
MICRON TECHNOLOGY INCSOLE | COM | 2.02K | SH | $682.4K 0.52% | 0.00 | 0.00 | 2.02K |