KANSAS CITY, MO
Allocation by class
Portfolio Concentration
Top 3 weight
86.1%
Top 10 weight
95.0%
Voting Authority Distribution
Total shares with voting rights: 5.92M
Full voting authority
5.92M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB US DIVIDEND ETF EQUITYSOLE | ETF | 1.65M | SH | $50.75M 31.26% | 1.65M | 0.00 | 0.00 |
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATESOLE | ETF | 2.19M | SH | $45.92M 28.29% | 2.19M | 0.00 | 0.00 |
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATESOLE | ETF | 1.65M | SH | $43.13M 26.56% | 1.65M | 0.00 | 0.00 |
WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUNDSOLE | ETF | 46.91K | SH | $4.12M 2.54% | 46.91K | 0.00 | 0.00 |
XTRACKERS MSCI EAFE ETF EQUITYSOLE | ETF | 76.89K | SH | $3.80M 2.34% | 76.89K | 0.00 | 0.00 |
AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUESOLE | ETF | 44.35K | SH | $3.58M 2.20% | 44.35K | 0.00 | 0.00 |
INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BDSOLE | ETF | 36.05K | SH | $852.6K 0.53% | 36.05K | 0.00 | 0.00 |
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETFSOLE | ETF | 38.94K | SH | $849.3K 0.52% | 38.94K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 2.66K | SH | $674.1K 0.42% | 2.66K | 0.00 | 0.00 |
ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATESOLE | ETF | 21.46K | SH | $542.3K 0.33% | 21.46K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATESOLE | ETF | 13.76K | SH | $320.2K 0.20% | 13.76K | 0.00 | 0.00 |
ISHARES EDGE MSCI ETF MIN VOL USA ETFSOLE | ETF | 3.44K | SH | $319.2K 0.20% | 3.44K | 0.00 | 0.00 |
STATE STREET SPDR ETF S&P 500SOLE | ETF | 474.00 | SH | $308.3K 0.19% | 474.00 | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETFSOLE | ETF | 12.19K | SH | $295.5K 0.18% | 12.19K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATESOLE | ETF | 11.65K | SH | $295.1K 0.18% | 11.65K | 0.00 | 0.00 |
WALMART INCSOLE | Stock | 2.33K | SH | $289.8K 0.18% | 2.33K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETFSOLE | ETF | 11.91K | SH | $260.8K 0.16% | 11.91K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2035 TERM CORPSOLE | ETF | 10.12K | SH | $259.6K 0.16% | 10.12K | 0.00 | 0.00 |
ISHARES TR IBONDS ETF DEC 2033 TERM CORPSOLE | ETF | 10.03K | SH | $259.3K 0.16% | 10.03K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | Stock | 1.29K | SH | $219.4K 0.14% | 1.29K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Stock | 557.00 | SH | $206.2K 0.13% | 557.00 | 0.00 | 0.00 |
INVESCO TR ETF S&P 500 QUALITYSOLE | ETF | 2.12K | SH | $159.7K 0.10% | 2.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC SERIES B NEWSOLE | Stock | 319.00 | SH | $152.9K 0.09% | 319.00 | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | Stock | 1.24K | SH | $147.6K 0.09% | 1.24K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Stock | 465.00 | SH | $136.8K 0.08% | 465.00 | 0.00 | 0.00 |