OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
64.8%
Top 10 weight
93.5%
Voting Authority Distribution
Total shares with voting rights: 1.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 392.84K | SH | $55.95M 29.53% | 0.00 | 0.00 | 392.84K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 71.96K | SH | $43.00M 22.69% | 0.00 | 0.00 | 71.96K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 817.36K | SH | $23.81M 12.56% | 0.00 | 0.00 | 817.36K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 51.41K | SH | $20.96M 11.06% | 0.00 | 0.00 | 51.41K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 285.84K | SH | $18.32M 9.67% | 0.00 | 0.00 | 285.84K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 134.92K | SH | $5.74M 3.03% | 0.00 | 0.00 | 134.92K |
APPLE INCSOLE | COM | 12.10K | SH | $3.07M 1.62% | 0.00 | 0.00 | 12.10K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 19.02K | SH | $2.82M 1.49% | 0.00 | 0.00 | 19.02K |
ALPHABET INCSOLE | CAP STK CL A | 6.53K | SH | $1.88M 0.99% | 0.00 | 0.00 | 6.53K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.60K | SH | $1.73M 0.91% | 0.00 | 0.00 | 6.60K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 21.45K | SH | $1.65M 0.87% | 0.00 | 0.00 | 21.45K |
AMAZON COM INCSOLE | COM | 6.60K | SH | $1.37M 0.73% | 0.00 | 0.00 | 6.60K |
ALPHABET INCSOLE | CAP STK CL C | 4.01K | SH | $1.15M 0.61% | 0.00 | 0.00 | 4.01K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 13.17K | SH | $1.02M 0.54% | 0.00 | 0.00 | 13.17K |
ISHARES TRSOLE | CORE S&P MCP ETF | 11.59K | SH | $782.7K 0.41% | 0.00 | 0.00 | 11.59K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 20.96K | SH | $643.2K 0.34% | 0.00 | 0.00 | 20.96K |
NVIDIA CORPORATIONSOLE | COM | 3.41K | SH | $594.2K 0.31% | 0.00 | 0.00 | 3.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.70K | SH | $546.3K 0.29% | 0.00 | 0.00 | 1.70K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 6.31K | SH | $522.0K 0.28% | 0.00 | 0.00 | 6.31K |
PFIZER INCSOLE | COM | 18.43K | SH | $517.6K 0.27% | 0.00 | 0.00 | 18.43K |
LINDE PLCSOLE | SHS | 859.00 | SH | $425.9K 0.22% | 0.00 | 0.00 | 859.00 |
MICROSOFT CORPSOLE | COM | 1.13K | SH | $417.2K 0.22% | 0.00 | 0.00 | 1.13K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 15.29K | SH | $383.9K 0.20% | 0.00 | 0.00 | 15.29K |
TESLA INCSOLE | COM | 799.00 | SH | $297.0K 0.16% | 0.00 | 0.00 | 799.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 279.00 | SH | $278.0K 0.15% | 0.00 | 0.00 | 279.00 |