KANSAS CITY, MO
Allocation by class
Portfolio Concentration
Top 3 weight
85.3%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 5.98M
Full voting authority
5.98M
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 | 1.66M | SH | $53.39M 31.82% | 1.66M | 0.00 | 0.00 |
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATESOLE | ETF | 2.22M | SH | $46.11M 27.48% | 2.22M | 0.00 | 0.00 |
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATESOLE | ETF | 1.68M | SH | $43.58M 25.98% | 1.68M | 0.00 | 0.00 |
WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUNDSOLE | ETF | 47.91K | SH | $4.61M 2.75% | 47.91K | 0.00 | 0.00 |
XTRACKERS MSCI EAFE ETF EQUITYSOLE | ETF | 78.31K | SH | $4.31M 2.57% | 78.31K | 0.00 | 0.00 |
AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUESOLE | ETF | 44.97K | SH | $4.11M 2.45% | 44.97K | 0.00 | 0.00 |
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETFSOLE | ETF | 39.01K | SH | $854.0K 0.51% | 39.01K | 0.00 | 0.00 |
INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BDSOLE | ETF | 36.12K | SH | $853.8K 0.51% | 36.12K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 2.66K | SH | $807.0K 0.48% | 2.66K | 0.00 | 0.00 |
ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATESOLE | ETF | 21.46K | SH | $538.3K 0.32% | 21.46K | 0.00 | 0.00 |
STATE STREET SPDR ETF S&P 500SOLE | ETF | 474.00 | SH | $355.8K 0.21% | 474.00 | 0.00 | 0.00 |
ISHARES EDGE MSCI ETF MIN VOL USA ETFSOLE | ETF | 3.41K | SH | $332.9K 0.20% | 3.41K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATESOLE | ETF | 13.75K | SH | $317.6K 0.19% | 13.75K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETFSOLE | ETF | 12.17K | SH | $293.9K 0.18% | 12.17K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATESOLE | ETF | 11.65K | SH | $293.3K 0.17% | 11.65K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETFSOLE | ETF | 11.91K | SH | $258.7K 0.15% | 11.91K | 0.00 | 0.00 |
ISHARES TR ETF IBONDS DEC 2035 TERM CORPSOLE | ETF | 10.12K | SH | $258.0K 0.15% | 10.12K | 0.00 | 0.00 |
WALMART INCSOLE | Stock | 2.33K | SH | $257.4K 0.15% | 2.33K | 0.00 | 0.00 |
ISHARES TR IBONDS ETF DEC 2033 TERM CORPSOLE | ETF | 10.03K | SH | $257.3K 0.15% | 10.03K | 0.00 | 0.00 |
GENL DYNAMICS CORPSOLE | Stock | 598.00 | SH | $220.9K 0.13% | 598.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Stock | 557.00 | SH | $216.5K 0.13% | 557.00 | 0.00 | 0.00 |
INVESCO TR ETF S&P 500 QUALITYSOLE | ETF | 2.14K | SH | $190.8K 0.11% | 2.14K | 0.00 | 0.00 |
INVESCO TR II ETF S&P 500 MOMENTUMSOLE | ETF | 1.22K | SH | $189.2K 0.11% | 1.22K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | Stock | 1.23K | SH | $181.7K 0.11% | 1.23K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | Stock | 1.28K | SH | $177.8K 0.11% | 1.28K | 0.00 | 0.00 |