SALINA, KS
Allocation by class
Portfolio Concentration
Top 3 weight
70.7%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 7.74M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.74M
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 | $197.63M 50.35% | 0.00 | 0.00 | 4.31M |
SRH REIT COVERED CALL ETFSOLE | SRHR | 877.01K | SH | $52.13M 13.28% | 0.00 | 0.00 | 877.01K |
Sch US Div Equity EtfSOLE | SCHD | 873.08K | SH | $27.69M 7.05% | 0.00 | 0.00 | 873.08K |
Jpmorgan Chase & CoSOLE | JPM | 57.15K | SH | $18.71M 4.77% | 0.00 | 0.00 | 57.15K |
Schw US Brd Mkt EtfSOLE | SCHB | 392.38K | SH | $11.36M 2.90% | 0.00 | 0.00 | 392.38K |
Cohen & SteersSOLE | UTF | 408.37K | SH | $11.27M 2.87% | 0.00 | 0.00 | 408.37K |
AVANTIS U S LARGE CAP VALUE ETFSOLE | AVLV | 78.46K | SH | $7.16M 1.82% | 0.00 | 0.00 | 78.46K |
Berkshire Hathaway Inc BSOLE | BRK.B | 10.31K | SH | $5.16M 1.31% | 0.00 | 0.00 | 10.31K |
Evercore IncSOLE | EVR | 11.53K | SH | $3.94M 1.00% | 0.00 | 0.00 | 11.53K |
Ishares Core S&P 500SOLE | IVV | 4.88K | SH | $3.65M 0.93% | 0.00 | 0.00 | 4.88K |
Vanguard S&P 500 EtfSOLE | VOO | 5.07K | SH | $3.48M 0.89% | 0.00 | 0.00 | 5.07K |
Vanguard Div ApprciationSOLE | VIG | 13.43K | SH | $3.18M 0.81% | 0.00 | 0.00 | 13.43K |
SRH Total Return Fund IncSOLE | STEW | 164.82K | SH | $2.95M 0.75% | 0.00 | 0.00 | 164.82K |
Microsoft CorpSOLE | MSFT | 5.35K | SH | $2.00M 0.51% | 0.00 | 0.00 | 5.35K |
Apple IncSOLE | AAPL | 6.77K | SH | $1.96M 0.50% | 0.00 | 0.00 | 6.77K |
Vanguard Corp Bond EtfSOLE | VCSH | 22.11K | SH | $1.75M 0.45% | 0.00 | 0.00 | 22.11K |
Wal-Mart Stores IncSOLE | WMT | 14.22K | SH | $1.61M 0.41% | 0.00 | 0.00 | 14.22K |
Berkshire Hathaway Inc ASOLE | BRK.A | 2.00 | SH | $1.50M 0.38% | 0.00 | 0.00 | 2.00 |
Vanguard Whitehall FundsSOLE | VYM | 9.30K | SH | $1.47M 0.37% | 0.00 | 0.00 | 9.30K |
Avantis U.S. Mid Cap Equity ETFSOLE | AVMC | 15.80K | SH | $1.27M 0.32% | 0.00 | 0.00 | 15.80K |
The Southern CompanySOLE | SO | 12.59K | SH | $1.21M 0.31% | 0.00 | 0.00 | 12.59K |
Willis Towers WatsonSOLE | WLTW | 4.49K | SH | $1.17M 0.30% | 0.00 | 0.00 | 4.49K |
Nvidia CorpSOLE | NVDA | 5.76K | SH | $1.15M 0.29% | 0.00 | 0.00 | 5.76K |
Tesla Motors IncSOLE | TSLA | 2.10K | SH | $885.4K 0.23% | 0.00 | 0.00 | 2.10K |
Alphabet Inc.SOLE | GOOGL | 2.46K | SH | $880.2K 0.22% | 0.00 | 0.00 | 2.46K |