OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
11.8%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 108.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
108.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE US AGGBD ETSOLE | ETF | 3.68M | SH | $365.26M 4.22% | 0.00 | 0.00 | 3.68M |
VANGUARD INDEX FDS TOTAL STK MKTSOLE | ETF | 1.08M | SH | $347.69M 4.02% | 0.00 | 0.00 | 1.08M |
ISHARES TR CORE S&P500 ETFSOLE | ETF | 466.99K | SH | $305.04M 3.53% | 0.00 | 0.00 | 466.99K |
ISHARES TR CORE S&P TTL STKSOLE | ETF | 1.62M | SH | $230.23M 2.66% | 0.00 | 0.00 | 1.62M |
SCHWAB STRATEGIC TR US LRG CAP ETFSOLE | ETF | 8.90M | SH | $228.21M 2.64% | 0.00 | 0.00 | 8.90M |
APPLE INC COMSOLE | Option | 780.14K | SH | $197.97M 2.29% | 0.00 | 0.00 | 780.14K |
NVIDIA CORPORATION COMSOLE | Option | 1.14M | SH | $197.32M 2.28% | 0.00 | 0.00 | 1.14M |
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETFSOLE | ETF | 1.93M | SH | $158.88M 1.84% | 0.00 | 0.00 | 1.93M |
VANGUARD INDEX FDS VALUE ETFSOLE | ETF | 676.69K | SH | $132.77M 1.54% | 0.00 | 0.00 | 676.69K |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | ETF | 203.53K | SH | $121.62M 1.41% | 0.00 | 0.00 | 203.53K |
MICROSOFT CORP COMSOLE | Stock | 324.26K | SH | $120.03M 1.39% | 0.00 | 0.00 | 324.26K |
FIDELITY COVINGTON TRUST ENHANCED SMALLSOLE | ETF | 3.11M | SH | $118.30M 1.37% | 0.00 | 0.00 | 3.11M |
INVESCO QQQ TR UNIT SER 1SOLE | Option | 204.40K | SH | $117.98M 1.36% | 0.00 | 0.00 | 204.40K |
SCHWAB STRATEGIC TR INTL EQTY ETFSOLE | ETF | 4.43M | SH | $109.65M 1.27% | 0.00 | 0.00 | 4.43M |
AMAZON COM INC COMSOLE | Stock | 513.83K | SH | $107.02M 1.24% | 0.00 | 0.00 | 513.83K |
VANGUARD BD INDEX FDS TOTAL BND MRKTSOLE | ETF | 1.40M | SH | $103.38M 1.20% | 0.00 | 0.00 | 1.40M |
STATE STR SPDR S&P 500 ETF T TR UNITSOLE | ETF | 157.53K | SH | $102.45M 1.18% | 0.00 | 0.00 | 157.53K |
ISHARES TR CORE MSCI TOTALSOLE | ETF | 1.16M | SH | $100.81M 1.17% | 0.00 | 0.00 | 1.16M |
WISDOMTREE TR US QTLY DIV GRTSOLE | ETF | 1.08M | SH | $94.80M 1.10% | 0.00 | 0.00 | 1.08M |
VANGUARD MUN BD FDS TAX EXEMPT BDSOLE | ETF | 1.90M | SH | $94.60M 1.09% | 0.00 | 0.00 | 1.90M |
AMERICAN CENTY ETF TR US LARGE CAP VLUSOLE | ETF | 1.16M | SH | $93.80M 1.08% | 0.00 | 0.00 | 1.16M |
ISHARES TR SP SMCP600VL ETFSOLE | ETF | 775K | SH | $91.80M 1.06% | 0.00 | 0.00 | 775K |
BONDBLOXX ETF TRUST BLOOMBERG TEN YRSOLE | ETF | 1.99M | SH | $91.13M 1.05% | 0.00 | 0.00 | 1.99M |
ISHARES TR MSCI USA QLT FCTSOLE | ETF | 459.44K | SH | $88.13M 1.02% | 0.00 | 0.00 | 459.44K |
BROADCOM INC COMSOLE | Stock | 253.59K | SH | $78.49M 0.91% | 0.00 | 0.00 | 253.59K |