OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
28.4%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 4.03M
Full voting authority
15.00
shares
Joint voting authority
0.00
shares
No voting authority
4.03M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 824.83K | SH | $46.74M 13.69% | 0.00 | 0.00 | 824.83K |
ISHARES TRSOLE | CORE S&P500 ETF | 35.74K | SH | $27.37M 8.02% | 0.00 | 0.00 | 35.74K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 254.16K | SH | $22.99M 6.73% | 0.00 | 0.00 | 254.16K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 60.78K | SH | $22.75M 6.66% | 0.00 | 0.00 | 60.78K |
J P MORGAN EXCHANGE TRADED FSOLE | US MOMENTUM | 245.23K | SH | $20.44M 5.99% | 0.00 | 0.00 | 245.23K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 379.34K | SH | $18.67M 5.47% | 0.00 | 0.00 | 379.34K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 400.26K | SH | $18.60M 5.45% | 0.00 | 0.00 | 400.26K |
ISHARES TRSOLE | CORE MSCI EAFE | 133.87K | SH | $12.97M 3.80% | 0.00 | 0.00 | 133.87K |
ISHARES TRSOLE | CORE MSCI INTL | 118.23K | SH | $10.58M 3.10% | 0.00 | 0.00 | 118.23K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 95.75K | SH | $9.42M 2.76% | 0.00 | 0.00 | 95.75K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 26.12K | SH | $8.98M 2.63% | 0.00 | 0.00 | 26.12K |
APPLE INCSOLE | COM | 24.62K | SH | $8.20M 2.40% | 0.00 | 0.00 | 24.62K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 20K | SH | $8.06M 2.36% | 0.00 | 0.00 | 20K |
ISHARES TRSOLE | U S EQUITY FACTR | 94.89K | SH | $7.39M 2.16% | 0.00 | 0.00 | 94.89K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 74.86K | SH | $6.22M 1.82% | 0.00 | 0.00 | 74.86K |
BLACKROCK HEALTH SCIENCES TRSOLE | COM | 133.66K | SH | $5.90M 1.73% | 0.00 | 0.00 | 133.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.99K | SH | $4.97M 1.46% | 0.00 | 0.00 | 9.99K |
ISHARES INCSOLE | CORE MSCI EMKT | 60.83K | SH | $4.94M 1.45% | 0.00 | 0.00 | 60.83K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 67.82K | SH | $4.79M 1.40% | 0.00 | 0.00 | 67.82K |
AMAZON COM INCSOLE | COM | 15.38K | SH | $3.83M 1.12% | 0.00 | 0.00 | 15.38K |
GARMIN LTDSOLE | SHS | 11.70K | SH | $3.36M 0.98% | 0.00 | 0.00 | 11.70K |
ISHARES TRSOLE | MSCI INTL QUALTY | 63.46K | SH | $3.14M 0.92% | 0.00 | 0.00 | 63.46K |
NVIDIA CORPORATIONSOLE | COM | 13.21K | SH | $3.02M 0.88% | 0.00 | 0.00 | 13.21K |
AMPHENOL CORPSOLE | CL A | 35.20K | SH | $2.97M 0.87% | 0.00 | 0.00 | 35.20K |
AMGEN INCSOLE | COM | 6.85K | SH | $2.89M 0.85% | 0.00 | 0.00 | 6.85K |