SALINA, KS
Allocation by class
Portfolio Concentration
Top 3 weight
70.5%
Top 10 weight
86.0%
Voting Authority Distribution
Total shares with voting rights: 7.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SRH U S QUALITY ETFSOLE | SRHQ | 4.31M | SH | $172.92M 49.48% | 0.00 | 0.00 | 4.31M |
SRH REIT COVERED CALL ETFSOLE | SRHR | 879.27K | SH | $46.28M 13.24% | 0.00 | 0.00 | 879.27K |
Sch US Div Equity EtfSOLE | SCHD | 880.50K | SH | $27.01M 7.73% | 0.00 | 0.00 | 880.50K |
Jpmorgan Chase & CoSOLE | JPM | 57.22K | SH | $16.83M 4.82% | 0.00 | 0.00 | 57.22K |
Cohen & SteersSOLE | UTF | 408.33K | SH | $10.57M 3.02% | 0.00 | 0.00 | 408.33K |
Schw US Brd Mkt EtfSOLE | SCHB | 394.98K | SH | $9.91M 2.84% | 0.00 | 0.00 | 394.98K |
AVANTIS U S LARGE CAP VALUE ETFSOLE | AVLV | 70.43K | SH | $5.68M 1.62% | 0.00 | 0.00 | 70.43K |
Berkshire Hathaway Inc BSOLE | BRK.B | 9.61K | SH | $4.60M 1.32% | 0.00 | 0.00 | 9.61K |
Evercore IncSOLE | EVR | 11.53K | SH | $3.44M 0.98% | 0.00 | 0.00 | 11.53K |
SRH Total Return Fund IncSOLE | STEW | 188.93K | SH | $3.23M 0.92% | 0.00 | 0.00 | 188.93K |
Ishares Core S&P 500SOLE | IVV | 4.88K | SH | $3.19M 0.91% | 0.00 | 0.00 | 4.88K |
Vanguard S&P 500 EtfSOLE | VOO | 5.07K | SH | $3.03M 0.87% | 0.00 | 0.00 | 5.07K |
Vanguard Div ApprciationSOLE | VIG | 12.44K | SH | $2.68M 0.77% | 0.00 | 0.00 | 12.44K |
Wal-Mart Stores IncSOLE | WMT | 17.82K | SH | $2.21M 0.63% | 0.00 | 0.00 | 17.82K |
Microsoft CorpSOLE | MSFT | 5.35K | SH | $1.98M 0.57% | 0.00 | 0.00 | 5.35K |
Apple IncSOLE | AAPL | 6.77K | SH | $1.72M 0.49% | 0.00 | 0.00 | 6.77K |
Vanguard Whitehall FundsSOLE | VYM | 10.24K | SH | $1.52M 0.43% | 0.00 | 0.00 | 10.24K |
Berkshire Hathaway Inc ASOLE | BRK.A | 2.00 | SH | $1.44M 0.41% | 0.00 | 0.00 | 2.00 |
Vanguard Corp Bond EtfSOLE | VCSH | 17.48K | SH | $1.39M 0.40% | 0.00 | 0.00 | 17.48K |
Willis Towers WatsonSOLE | WLTW | 4.49K | SH | $1.30M 0.37% | 0.00 | 0.00 | 4.49K |
The Southern CompanySOLE | SO | 12.59K | SH | $1.22M 0.35% | 0.00 | 0.00 | 12.59K |
Avantis U.S. Mid Cap Equity ETFSOLE | AVMC | 15.02K | SH | $1.09M 0.31% | 0.00 | 0.00 | 15.02K |
Nvidia CorpSOLE | NVDA | 5.76K | SH | $1.01M 0.29% | 0.00 | 0.00 | 5.76K |
Tesla Motors IncSOLE | TSLA | 2.10K | SH | $782.5K 0.22% | 0.00 | 0.00 | 2.10K |
Vanguard IntermediateSOLE | VCIT | 9.07K | SH | $750.5K 0.21% | 0.00 | 0.00 | 9.07K |