OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
32.5%
Top 10 weight
79.2%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS TOP 200 ETF | 182.04K | SH | $29.21M 10.83% | 0.00 | 0.00 | 182.04K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 101.59K | SH | $29.17M 10.82% | 0.00 | 0.00 | 101.59K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 111.33K | SH | $29.16M 10.81% | 0.00 | 0.00 | 111.33K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 343.29K | SH | $29.12M 10.80% | 0.00 | 0.00 | 343.29K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 437.09K | SH | $21.77M 8.07% | 0.00 | 0.00 | 437.09K |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 105.88K | SH | $17.54M 6.51% | 0.00 | 0.00 | 105.88K |
ALPS ETF TRSOLE | ALERIAN MLP | 309.71K | SH | $16.30M 6.05% | 0.00 | 0.00 | 309.71K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.20K | SH | $13.86M 5.14% | 0.00 | 0.00 | 23.20K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 114.28K | SH | $13.81M 5.12% | 0.00 | 0.00 | 114.28K |
ALPHABET INCSOLE | CAP STK CL C | 47.78K | SH | $13.71M 5.08% | 0.00 | 0.00 | 47.78K |
ISHARES INCSOLE | MSCI EURZONE ETF | 215.58K | SH | $13.50M 5.01% | 0.00 | 0.00 | 215.58K |
APPLE INCSOLE | COM | 47.84K | SH | $12.14M 4.50% | 0.00 | 0.00 | 47.84K |
AMAZON COM INCSOLE | COM | 55.63K | SH | $11.59M 4.30% | 0.00 | 0.00 | 55.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.91K | SH | $11.46M 4.25% | 0.00 | 0.00 | 23.91K |
TESLA INCSOLE | COM | 4.75K | SH | $1.77M 0.66% | 0.00 | 0.00 | 4.75K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.15K | SH | $1.33M 0.49% | 0.00 | 0.00 | 4.15K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 4.34K | SH | $859.8K 0.32% | 0.00 | 0.00 | 4.34K |
ISHARES TRSOLE | ULTRA SHORT DUR | 14.09K | SH | $713.1K 0.26% | 0.00 | 0.00 | 14.09K |
NVIDIA CORPORATIONSOLE | COM | 4.03K | SH | $702.3K 0.26% | 0.00 | 0.00 | 4.03K |
WALMART INCSOLE | COM | 3.85K | SH | $478.8K 0.18% | 0.00 | 0.00 | 3.85K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.15K | SH | $278.3K 0.10% | 0.00 | 0.00 | 1.15K |
ALPHABET INCSOLE | CAP STK CL A | 913.00 | SH | $262.7K 0.10% | 0.00 | 0.00 | 913.00 |
CASEYS GEN STORES INCSOLE | COM | 337.00 | SH | $245.3K 0.09% | 0.00 | 0.00 | 337.00 |
SOUTHERN COSOLE | COM | 2.19K | SH | $211.5K 0.08% | 0.00 | 0.00 | 2.19K |
PROCTER & GAMBLE COSOLE | COM | 1.42K | SH | $205.2K 0.08% | 0.00 | 0.00 | 1.42K |