OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
27.0%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 4.10M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.10M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 676.74K | SH | $40.30M 12.86% | 0.00 | 0.00 | 676.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 36.76K | SH | $24.01M 7.66% | 0.00 | 0.00 | 36.76K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 251.85K | SH | $20.30M 6.48% | 0.00 | 0.00 | 251.85K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 389.21K | SH | $18.64M 5.95% | 0.00 | 0.00 | 389.21K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 365.52K | SH | $18.26M 5.83% | 0.00 | 0.00 | 365.52K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.91K | SH | $18.26M 5.83% | 0.00 | 0.00 | 56.91K |
J P MORGAN EXCHANGE TRADED FSOLE | US MOMENTUM | 242.99K | SH | $16.50M 5.27% | 0.00 | 0.00 | 242.99K |
ISHARES TRSOLE | CORE MSCI EAFE | 139.21K | SH | $12.60M 4.02% | 0.00 | 0.00 | 139.21K |
ISHARES TRSOLE | CORE MSCI INTL | 113.75K | SH | $9.51M 3.03% | 0.00 | 0.00 | 113.75K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 19.79K | SH | $9.12M 2.91% | 0.00 | 0.00 | 19.79K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 97.68K | SH | $8.60M 2.74% | 0.00 | 0.00 | 97.68K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 27.58K | SH | $8.14M 2.60% | 0.00 | 0.00 | 27.58K |
ISHARES TRSOLE | U S EQUITY FACTR | 102.38K | SH | $6.76M 2.16% | 0.00 | 0.00 | 102.38K |
APPLE INCSOLE | COM | 25.03K | SH | $6.35M 2.03% | 0.00 | 0.00 | 25.03K |
BLACKROCK HEALTH SCIENCES TRSOLE | COM | 154.62K | SH | $5.95M 1.90% | 0.00 | 0.00 | 154.62K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 68.98K | SH | $4.89M 1.56% | 0.00 | 0.00 | 68.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.07K | SH | $4.82M 1.54% | 0.00 | 0.00 | 10.07K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 74.89K | SH | $4.80M 1.53% | 0.00 | 0.00 | 74.89K |
ISHARES INCSOLE | CORE MSCI EMKT | 60.07K | SH | $4.19M 1.34% | 0.00 | 0.00 | 60.07K |
BLUEROCK PVT REAL ESTATE FDSOLE | COM | 232.62K | SH | $3.86M 1.23% | 0.00 | 0.00 | 232.62K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 111.87K | SH | $3.39M 1.08% | 0.00 | 0.00 | 111.87K |
AMAZON COM INCSOLE | COM | 15.69K | SH | $3.27M 1.04% | 0.00 | 0.00 | 15.69K |
GARMIN LTDSOLE | SHS | 11.74K | SH | $2.72M 0.87% | 0.00 | 0.00 | 11.74K |
ISHARES TRSOLE | MSCI INTL QUALTY | 58.64K | SH | $2.71M 0.86% | 0.00 | 0.00 | 58.64K |
WALMART INCSOLE | COM | 20.64K | SH | $2.57M 0.82% | 0.00 | 0.00 | 20.64K |