OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
14.4%
Top 10 weight
30.9%
Voting Authority Distribution
Total shares with voting rights: 118.09M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
118.09M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | ETF | 927.51K | SH | $710.34M 6.97% | 0.00 | 0.00 | 927.51K |
VANGUARD INDEX FDS MRNGSTR TTL STKSOLE | ETF | 1.02M | SH | $381.02M 3.74% | 0.00 | 0.00 | 1.02M |
ISHARES TR CORE US AGGBD ETSOLE | ETF | 4.02M | SH | $380.19M 3.73% | 0.00 | 0.00 | 4.02M |
ISHARES TR CORE MSCI EAFESOLE | ETF | 2.86M | SH | $277.05M 2.72% | 0.00 | 0.00 | 2.86M |
NVIDIA CORPORATION COMSOLE | Stock | 1.11M | SH | $252.79M 2.48% | 0.00 | 0.00 | 1.11M |
ISHARES TR CORE S&P TTL STKSOLE | ETF | 1.49M | SH | $247.56M 2.43% | 0.00 | 0.00 | 1.49M |
APPLE INC COMSOLE | Stock | 742.58K | SH | $247.29M 2.43% | 0.00 | 0.00 | 742.58K |
SCHWAB STRATEGIC TR US LRG CAP ETFSOLE | ETF | 8.22M | SH | $246.54M 2.42% | 0.00 | 0.00 | 8.22M |
AMERICAN CENTY ETF TR EMERGINGSOLE | ETF | 1.73M | SH | $221.80M 2.18% | 0.00 | 0.00 | 1.73M |
BONDBLOXX ETF TRUST BLOOMBERG TEN YRSOLE | ETF | 4.26M | SH | $180.37M 1.77% | 0.00 | 0.00 | 4.26M |
MICROSOFT CORP COMSOLE | Stock | 311.85K | SH | $159.95M 1.57% | 0.00 | 0.00 | 311.85K |
AMERICAN CENTY ETF TR INTL EQT ETFSOLE | ETF | 1.70M | SH | $153.57M 1.51% | 0.00 | 0.00 | 1.70M |
INVESCO QQQ TR UNIT SER 1SOLE | ETF | 202.12K | SH | $149.52M 1.47% | 0.00 | 0.00 | 202.12K |
VANGUARD INDEX FDS MRNGSTR VAL ETFSOLE | ETF | 639.73K | SH | $138.23M 1.36% | 0.00 | 0.00 | 639.73K |
ISHARES TR CORE MSCI TOTALSOLE | ETF | 1.39M | SH | $132.11M 1.30% | 0.00 | 0.00 | 1.39M |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | ETF | 184.58K | SH | $129.36M 1.27% | 0.00 | 0.00 | 184.58K |
AMAZON COM INC COMSOLE | Stock | 490.84K | SH | $122.29M 1.20% | 0.00 | 0.00 | 490.84K |
FIDELITY COVINGTON TRUST ENHANCED SML CAPSOLE | ETF | 2.68M | SH | $120.61M 1.18% | 0.00 | 0.00 | 2.68M |
STATE STR SPDR S&P 500 ETF T TR UNITSOLE | ETF | 152.77K | SH | $116.51M 1.14% | 0.00 | 0.00 | 152.77K |
SCHWAB STRATEGIC TR INTL EQTY ETFSOLE | ETF | 4.16M | SH | $114.39M 1.12% | 0.00 | 0.00 | 4.16M |
ISHARES INC CORE MSCI EMKTSOLE | ETF | 1.29M | SH | $104.40M 1.02% | 0.00 | 0.00 | 1.29M |
VANGUARD BD INDEX FDS TOTAL BND MRKTSOLE | ETF | 1.44M | SH | $100.96M 0.99% | 0.00 | 0.00 | 1.44M |
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETFSOLE | ETF | 1.11M | SH | $96.77M 0.95% | 0.00 | 0.00 | 1.11M |
ISHARES TR MSCI USA QLT FCTSOLE | ETF | 433.37K | SH | $96.31M 0.94% | 0.00 | 0.00 | 433.37K |
ISHARES TR SP SMCP600VL ETFSOLE | ETF | 734.70K | SH | $94.11M 0.92% | 0.00 | 0.00 | 734.70K |