OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
14.3%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 117.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
117.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | ETF | 945.89K | SH | $708.37M 6.87% | 0.00 | 0.00 | 945.89K |
VANGUARD INDEX FDS TOTAL STK MKTSOLE | ETF | 1.06M | SH | $393.72M 3.82% | 0.00 | 0.00 | 1.06M |
ISHARES TR CORE US AGGBD ETSOLE | ETF | 3.80M | SH | $375.75M 3.64% | 0.00 | 0.00 | 3.80M |
ISHARES TR CORE MSCI EAFESOLE | ETF | 2.77M | SH | $267.62M 2.59% | 0.00 | 0.00 | 2.77M |
SCHWAB STRATEGIC TR US LRG CAP ETFSOLE | ETF | 8.70M | SH | $256.19M 2.48% | 0.00 | 0.00 | 8.70M |
ISHARES TR CORE S&P TTL STKSOLE | ETF | 1.52M | SH | $249.24M 2.42% | 0.00 | 0.00 | 1.52M |
NVIDIA CORPORATION COMSOLE | Option | 1.14M | SH | $226.91M 2.20% | 0.00 | 0.00 | 1.14M |
AMERICAN CENTY ETF TR EMERGINGSOLE | ETF | 1.76M | SH | $225.82M 2.19% | 0.00 | 0.00 | 1.76M |
APPLE INC COMSOLE | Option | 766.76K | SH | $221.85M 2.15% | 0.00 | 0.00 | 766.76K |
BONDBLOXX ETF TRUST BLOOMBERG TEN YRSOLE | ETF | 4.14M | SH | $188.52M 1.83% | 0.00 | 0.00 | 4.14M |
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETFSOLE | ETF | 1.89M | SH | $167.21M 1.62% | 0.00 | 0.00 | 1.89M |
INVESCO QQQ TR UNIT SER 1SOLE | Option | 200.38K | SH | $147.56M 1.43% | 0.00 | 0.00 | 200.38K |
VANGUARD INDEX FDS VALUE ETFSOLE | ETF | 661.22K | SH | $144.10M 1.40% | 0.00 | 0.00 | 661.22K |
FIDELITY COVINGTON TRUST ENHANCED SML CAPSOLE | ETF | 2.89M | SH | $139.58M 1.35% | 0.00 | 0.00 | 2.89M |
ISHARES TR CORE MSCI TOTALSOLE | ETF | 1.40M | SH | $134.04M 1.30% | 0.00 | 0.00 | 1.40M |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | ETF | 185.82K | SH | $127.62M 1.24% | 0.00 | 0.00 | 185.82K |
MICROSOFT CORP COMSOLE | Stock | 330.36K | SH | $123.23M 1.19% | 0.00 | 0.00 | 330.36K |
SCHWAB STRATEGIC TR INTL EQTY ETFSOLE | ETF | 4.33M | SH | $119.81M 1.16% | 0.00 | 0.00 | 4.33M |
AMAZON COM INC COMSOLE | Stock | 500K | SH | $119.17M 1.16% | 0.00 | 0.00 | 500K |
STATE STR SPDR S&P 500 ETF T TR UNITSOLE | ETF | 151.68K | SH | $113.27M 1.10% | 0.00 | 0.00 | 151.68K |
VANGUARD BD INDEX FDS TOTAL BND MRKTSOLE | ETF | 1.44M | SH | $105.94M 1.03% | 0.00 | 0.00 | 1.44M |
ISHARES TR SP SMCP600VL ETFSOLE | ETF | 756.32K | SH | $103.37M 1.00% | 0.00 | 0.00 | 756.32K |
BROADCOM INC COMSOLE | Stock | 262.09K | SH | $99.00M 0.96% | 0.00 | 0.00 | 262.09K |
VANGUARD MUN BD FDS TAX EXEMPT BDSOLE | ETF | 1.95M | SH | $98.71M 0.96% | 0.00 | 0.00 | 1.95M |
ISHARES TR MSCI USA QLT FCTSOLE | ETF | 437.14K | SH | $95.92M 0.93% | 0.00 | 0.00 | 437.14K |