OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 2.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-5YR HI YL CP | 274.79K | SH | $11.63M 7.99% | 0.00 | 0.00 | 274.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 427.38K | SH | $9.97M 6.85% | 0.00 | 0.00 | 427.38K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 258.39K | SH | $7.53M 5.17% | 0.00 | 0.00 | 258.39K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 10.67K | SH | $7.44M 5.11% | 0.00 | 0.00 | 10.67K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 80.14K | SH | $6.46M 4.44% | 0.00 | 0.00 | 80.14K |
SSGA ACTIVE ETF TRSOLE | STATE STREET BLA | 156.02K | SH | $6.26M 4.30% | 0.00 | 0.00 | 156.02K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 49.11K | SH | $5.46M 3.75% | 0.00 | 0.00 | 49.11K |
ISHARES TRSOLE | U.S. TECH ETF | 29.06K | SH | $5.27M 3.62% | 0.00 | 0.00 | 29.06K |
APPLE INCSOLE | COM | 19.06K | SH | $4.84M 3.32% | 0.00 | 0.00 | 19.06K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG ONE YR | 97.39K | SH | $4.82M 3.31% | 0.00 | 0.00 | 97.39K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 64.11K | SH | $3.63M 2.50% | 0.00 | 0.00 | 64.11K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 64.64K | SH | $3.59M 2.47% | 0.00 | 0.00 | 64.64K |
ISHARES TRSOLE | US CONSUM DISCRE | 35.53K | SH | $3.44M 2.37% | 0.00 | 0.00 | 35.53K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 64.28K | SH | $3.24M 2.22% | 0.00 | 0.00 | 64.28K |
BONDBLOXX ETF TRUSTSOLE | BBB RATED 1 5 YE | 60.39K | SH | $3.09M 2.12% | 0.00 | 0.00 | 60.39K |
BNY MELLON ETF TRUSTSOLE | GLOBAL INFRASCTR | 67.25K | SH | $3.00M 2.06% | 0.00 | 0.00 | 67.25K |
COPART INCSOLE | COM | 76.21K | SH | $2.53M 1.74% | 0.00 | 0.00 | 76.21K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 43.71K | SH | $2.41M 1.66% | 0.00 | 0.00 | 43.71K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TWO YR | 47.41K | SH | $2.34M 1.61% | 0.00 | 0.00 | 47.41K |
ISHARES TRSOLE | ISHARES SEMICDTR | 6.76K | SH | $2.22M 1.53% | 0.00 | 0.00 | 6.76K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 7.75K | SH | $2.11M 1.45% | 0.00 | 0.00 | 7.75K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.94K | SH | $1.94M 1.33% | 0.00 | 0.00 | 1.94K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG FVE YR | 39.14K | SH | $1.92M 1.32% | 0.00 | 0.00 | 39.14K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 29.96K | SH | $1.92M 1.32% | 0.00 | 0.00 | 29.96K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.20K | SH | $1.91M 1.31% | 0.00 | 0.00 | 3.20K |