LEAWOOD, KS
Allocation by class
Portfolio Concentration
Top 3 weight
23.4%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 62.25M
Full voting authority
62.25M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 488.71K | SH | $292.03M 9.05% | 488.71K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QUALITY GROW | 4.33M | SH | $231.40M 7.17% | 4.33M | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 5.17M | SH | $231.00M 7.16% | 5.17M | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 5.66M | SH | $225.31M 6.98% | 5.66M | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 6.46M | SH | $169.35M 5.25% | 6.46M | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE PLUS BD ETF | 7.36M | SH | $160.27M 4.97% | 7.36M | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 3.18M | SH | $142.65M 4.42% | 3.18M | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 2.53M | SH | $139.90M 4.33% | 2.53M | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 2.55M | SH | $139.34M 4.32% | 2.55M | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 2.84M | SH | $129.74M 4.02% | 2.84M | 0.00 | 0.00 |
ETFIS SER TR ISOLE | VIRTUS NEWFLEET | 4.47M | SH | $101.63M 3.15% | 4.47M | 0.00 | 0.00 |
NEOS ETF TRUSTSOLE | NEOS ENHCD INME | 2.01M | SH | $94.98M 2.94% | 2.01M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 979.12K | SH | $57.32M 1.78% | 979.12K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 50.71K | SH | $50.53M 1.57% | 50.71K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 161.46K | SH | $40.98M 1.27% | 161.46K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 56.65K | SH | $36.84M 1.14% | 56.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 72.52K | SH | $31.68M 0.98% | 72.52K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.09M | SH | $27.27M 0.84% | 1.09M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 120.95K | SH | $23.73M 0.74% | 120.95K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 37.79K | SH | $21.81M 0.68% | 37.79K | 0.00 | 0.00 |
FEDERATED HERMES ETF TRUSTSOLE | HERMES TOTAL RET | 853.55K | SH | $21.46M 0.67% | 853.55K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 97.86K | SH | $21.05M 0.65% | 97.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 55.01K | SH | $20.36M 0.63% | 55.01K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US TOTAL DIVIDND | 235.62K | SH | $20.35M 0.63% | 235.62K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 201.23K | SH | $20.26M 0.63% | 201.23K | 0.00 | 0.00 |