OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
28.6%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 5.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 458.60K | SH | $33.67M 13.89% | 0.00 | 0.00 | 458.60K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US B | 649.55K | SH | $19.79M 8.16% | 0.00 | 0.00 | 649.55K |
ISHARES TRSOLE | CORE S&P500 ETF | 21.36K | SH | $15.99M 6.60% | 0.00 | 0.00 | 21.36K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 321.41K | SH | $12.23M 5.05% | 0.00 | 0.00 | 321.41K |
ISHARES TRSOLE | EAFE SML CP ETF | 137.16K | SH | $11.28M 4.65% | 0.00 | 0.00 | 137.16K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 137.66K | SH | $9.81M 4.05% | 0.00 | 0.00 | 137.66K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 184.99K | SH | $9.76M 4.03% | 0.00 | 0.00 | 184.99K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 437.45K | SH | $8.91M 3.67% | 0.00 | 0.00 | 437.45K |
ABRDN PRECIOUS METALS BASKETSOLE | PHYSCL PRECS MET | 48.88K | SH | $8.85M 3.65% | 0.00 | 0.00 | 48.88K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 445.74K | SH | $8.74M 3.61% | 0.00 | 0.00 | 445.74K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 458.27K | SH | $8.51M 3.51% | 0.00 | 0.00 | 458.27K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2026 CB | 432.40K | SH | $8.44M 3.48% | 0.00 | 0.00 | 432.40K |
ISHARES INCSOLE | MSCI EMRG CHN | 81.89K | SH | $8.38M 3.46% | 0.00 | 0.00 | 81.89K |
ISHARES TRSOLE | CORE S&P SCP ETF | 53.48K | SH | $7.93M 3.27% | 0.00 | 0.00 | 53.48K |
ISHARES TRSOLE | CORE S&P MCP ETF | 101.01K | SH | $7.79M 3.21% | 0.00 | 0.00 | 101.01K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 63.52K | SH | $7.59M 3.13% | 0.00 | 0.00 | 63.52K |
ISHARES TRSOLE | TIPS BD ETF | 60.76K | SH | $6.65M 2.74% | 0.00 | 0.00 | 60.76K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 75.20K | SH | $4.19M 1.73% | 0.00 | 0.00 | 75.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.13K | SH | $3.38M 1.39% | 0.00 | 0.00 | 9.13K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 45.01K | SH | $2.69M 1.11% | 0.00 | 0.00 | 45.01K |
SPDR SERIES TRUSTSOLE | ST PORT HIGH ETF | 104.50K | SH | $2.45M 1.01% | 0.00 | 0.00 | 104.50K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 37.10K | SH | $2.40M 0.99% | 0.00 | 0.00 | 37.10K |
ISHARES TRSOLE | INTL SEL DIV ETF | 54.47K | SH | $2.26M 0.93% | 0.00 | 0.00 | 54.47K |
TIMOTHY PLANSOLE | INTL ETF | 55.41K | SH | $2.07M 0.85% | 0.00 | 0.00 | 55.41K |
ISHARES TRSOLE | CORE DIV GRWTH | 27.21K | SH | $2.06M 0.85% | 0.00 | 0.00 | 27.21K |