OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
42.6%
Top 10 weight
73.0%
Voting Authority Distribution
Total shares with voting rights: 978.88K
Full voting authority
978.88K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 0.00 | SH | $33.99M 19.16% | 58.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 0.00 | SH | $26.42M 14.89% | 44.21K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 0.00 | SH | $15.22M 8.58% | 118.77K | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 0.00 | SH | $14.13M 7.96% | 30.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 0.00 | SH | $9.34M 5.27% | 94.09K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | SHORT TRM BD ETF | 0.00 | SH | $9.12M 5.14% | 180.29K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 0.00 | SH | $6.71M 3.78% | 46.38K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 0.00 | SH | $5.64M 3.18% | 32.32K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 0.00 | SH | $5.06M 2.85% | 19.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 0.00 | SH | $3.93M 2.21% | 10.61K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 0.00 | SH | $3.29M 1.85% | 9.22K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 0.00 | SH | $3.09M 1.74% | 10.75K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 0.00 | SH | $2.67M 1.50% | 41.64K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 0.00 | SH | $2.60M 1.46% | 4.54K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 0.00 | SH | $2.28M 1.29% | 5.30K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED ALPSOLE | SML CP GRW ALP | 0.00 | SH | $2.25M 1.27% | 23.18K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 0.00 | SH | $2.13M 1.20% | 10.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 0.00 | SH | $1.89M 1.07% | 9.07K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 0.00 | SH | $1.82M 1.02% | 5.87K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 0.00 | SH | $1.75M 0.99% | 18.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 0.00 | SH | $1.65M 0.93% | 5.75K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 0.00 | SH | $1.09M 0.62% | 2.94K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 0.00 | SH | $963.7K 0.54% | 5.68K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 0.00 | SH | $901.9K 0.51% | 6.13K | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | CALL | 143.70K | SH | $837.6K 0.47% | 1.44K | 0.00 | 0.00 |