LEAWOOD, KS
Allocation by class
Portfolio Concentration
Top 3 weight
24.0%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 73.93M
Full voting authority
72.74M
shares
Joint voting authority
0.00
shares
No voting authority
1.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 516.92K | SH | $362.29M 9.03% | 516.92K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QUALITY GROW | 4.61M | SH | $316.86M 7.90% | 4.61M | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 5.76M | SH | $283.46M 7.06% | 5.76M | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 6.36M | SH | $271.48M 6.77% | 6.36M | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 7.64M | SH | $193.88M 4.83% | 7.64M | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 2.69M | SH | $187.91M 4.68% | 2.69M | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE PLUS BD ETF | 8.89M | SH | $183.62M 4.58% | 8.89M | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 2.91M | SH | $176.77M 4.41% | 2.91M | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 3.58M | SH | $166.64M 4.15% | 3.58M | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 3.32M | SH | $143.66M 3.58% | 3.32M | 0.00 | 0.00 |
ETFIS SER TR ISOLE | VIRTUS NEWFLEET | 5.29M | SH | $116.77M 2.91% | 5.29M | 0.00 | 0.00 |
NEOS ETF TRUSTSOLE | NEOS ENHCD INME | 2.38M | SH | $106.58M 2.66% | 2.38M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 96.62K | SH | $73.69M 1.84% | 96.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 814.37K | SH | $73.38M 1.83% | 814.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.06M | SH | $56.08M 1.40% | 165.73K | 0.00 | 890.82K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 51.07K | SH | $46.49M 1.16% | 51.07K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 652.04K | SH | $37.53M 0.94% | 652.04K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.06M | SH | $31.11M 0.78% | 1.06M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 40.25K | SH | $29.78M 0.74% | 40.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR VAL ETF | 125.04K | SH | $27.02M 0.67% | 125.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 51.26K | SH | $26.29M 0.66% | 51.26K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 78.82K | SH | $26.15M 0.65% | 78.82K | 0.00 | 0.00 |
NEOS ETF TRUSTSOLE | NEOS ENH INC 1-3 | 516.98K | SH | $25.70M 0.64% | 516.98K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MRNGSTR VAL ETF | 146.08K | SH | $23.53M 0.59% | 146.08K | 0.00 | 0.00 |
TOUCHSTONE ETF TRUSTSOLE | SECUR INCOM ETF | 907.65K | SH | $22.78M 0.57% | 907.65K | 0.00 | 0.00 |