OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
28.2%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 4.01M
Full voting authority
15.00
shares
Joint voting authority
0.00
shares
No voting authority
4.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 777.54K | SH | $45.86M 13.38% | 0.00 | 0.00 | 777.54K |
ISHARES TRSOLE | CORE S&P500 ETF | 36.39K | SH | $27.25M 7.95% | 0.00 | 0.00 | 36.39K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 259.16K | SH | $23.64M 6.90% | 0.00 | 0.00 | 259.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 59.63K | SH | $22.07M 6.44% | 0.00 | 0.00 | 59.63K |
J P MORGAN EXCHANGE TRADED FSOLE | US MOMENTUM | 249.66K | SH | $21.34M 6.22% | 0.00 | 0.00 | 249.66K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 406.45K | SH | $19.41M 5.66% | 0.00 | 0.00 | 406.45K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 385.52K | SH | $19.36M 5.65% | 0.00 | 0.00 | 385.52K |
ISHARES TRSOLE | CORE MSCI EAFE | 138.28K | SH | $13.35M 3.90% | 0.00 | 0.00 | 138.28K |
ISHARES TRSOLE | CORE MSCI INTL | 117.01K | SH | $10.42M 3.04% | 0.00 | 0.00 | 117.01K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 95.76K | SH | $9.49M 2.77% | 0.00 | 0.00 | 95.76K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 26.66K | SH | $9.03M 2.63% | 0.00 | 0.00 | 26.66K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 20.08K | SH | $7.99M 2.33% | 0.00 | 0.00 | 20.08K |
ISHARES TRSOLE | U S EQUITY FACTR | 102.45K | SH | $7.75M 2.26% | 0.00 | 0.00 | 102.45K |
APPLE INCSOLE | COM | 25.01K | SH | $7.24M 2.11% | 0.00 | 0.00 | 25.01K |
BLACKROCK HEALTH SCIENCES TRSOLE | COM | 140.94K | SH | $6.05M 1.77% | 0.00 | 0.00 | 140.94K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 71.72K | SH | $5.88M 1.71% | 0.00 | 0.00 | 71.72K |
ISHARES INCSOLE | CORE MSCI EMKT | 61.37K | SH | $5.08M 1.48% | 0.00 | 0.00 | 61.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.98K | SH | $4.99M 1.46% | 0.00 | 0.00 | 9.98K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 68.95K | SH | $4.91M 1.43% | 0.00 | 0.00 | 68.95K |
AMAZON COM INCSOLE | COM | 15.28K | SH | $3.64M 1.06% | 0.00 | 0.00 | 15.28K |
ISHARES TRSOLE | MSCI INTL QUALTY | 66.41K | SH | $3.29M 0.96% | 0.00 | 0.00 | 66.41K |
AMPHENOL CORPSOLE | CL A | 18K | SH | $3.17M 0.93% | 0.00 | 0.00 | 18K |
VANGUARD WELLINGTON FDSOLE | US MOMENTUM | 11.92K | SH | $2.97M 0.87% | 0.00 | 0.00 | 11.92K |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 38.30K | SH | $2.87M 0.84% | 0.00 | 0.00 | 38.30K |
GARMIN LTDSOLE | SHS | 11.73K | SH | $2.79M 0.81% | 0.00 | 0.00 | 11.73K |