OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
26.7%
Top 10 weight
58.7%
Voting Authority Distribution
Total shares with voting rights: 4.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 51.38K | SH | $33.56M 10.34% | 0.00 | 0.00 | 51.38K |
ISHARES TRSOLE | CORE UNIVRSL USD | 711.12K | SH | $32.85M 10.12% | 0.00 | 0.00 | 711.12K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 625.30K | SH | $20.11M 6.20% | 0.00 | 0.00 | 625.30K |
ISHARES TRSOLE | S&P 500 VAL ETF | 93.53K | SH | $19.75M 6.09% | 0.00 | 0.00 | 93.53K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 168.05K | SH | $19.01M 5.86% | 0.00 | 0.00 | 168.05K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 300.82K | SH | $17.50M 5.39% | 0.00 | 0.00 | 300.82K |
LOAR HOLDINGS INCSOLE | COM SHS | 293.32K | SH | $16.80M 5.18% | 0.00 | 0.00 | 293.32K |
ISHARES TRSOLE | MSCI USA QLT FCT | 58.98K | SH | $11.31M 3.49% | 0.00 | 0.00 | 58.98K |
NVIDIA CORPORATIONSOLE | COM | 57.70K | SH | $10.06M 3.10% | 0.00 | 0.00 | 57.70K |
ISHARES TRSOLE | EAFE VALUE ETF | 126.81K | SH | $9.43M 2.91% | 0.00 | 0.00 | 126.81K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 271.23K | SH | $8.94M 2.75% | 0.00 | 0.00 | 271.23K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 190K | SH | $8.91M 2.75% | 0.00 | 0.00 | 190K |
ISHARES TRSOLE | MSCI USA MMENTM | 36.35K | SH | $8.72M 2.69% | 0.00 | 0.00 | 36.35K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 225.85K | SH | $8.18M 2.52% | 0.00 | 0.00 | 225.85K |
ISHARES TRSOLE | US TREAS BD ETF | 355.36K | SH | $8.14M 2.51% | 0.00 | 0.00 | 355.36K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 173.32K | SH | $8.14M 2.51% | 0.00 | 0.00 | 173.32K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 147.25K | SH | $7.35M 2.26% | 0.00 | 0.00 | 147.25K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 91.03K | SH | $6.45M 1.99% | 0.00 | 0.00 | 91.03K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 154.11K | SH | $6.33M 1.95% | 0.00 | 0.00 | 154.11K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 59.91K | SH | $6.03M 1.86% | 0.00 | 0.00 | 59.91K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 117.79K | SH | $5.66M 1.74% | 0.00 | 0.00 | 117.79K |
ISHARES TRSOLE | NATIONAL MUN ETF | 51.37K | SH | $5.45M 1.68% | 0.00 | 0.00 | 51.37K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 95.29K | SH | $4.95M 1.53% | 0.00 | 0.00 | 95.29K |
ISHARES TRSOLE | S&P 100 ETF | 14.14K | SH | $4.50M 1.39% | 0.00 | 0.00 | 14.14K |
ISHARES TRSOLE | LONG TERM MUNI | 72.40K | SH | $3.61M 1.11% | 0.00 | 0.00 | 72.40K |