LEE'S SUMMIT, MO
Allocation by class
Portfolio Concentration
Top 3 weight
18.7%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 3.32M
Full voting authority
3.32M
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 |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 608.95K | SH | $30.82M 9.86% | 608.95K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 178.32K | SH | $14.72M 4.71% | 178.32K | 0.00 | 0.00 |
CAPITAL GROUP INTERNATIONALSOLE | SHS | 380.44K | SH | $12.87M 4.12% | 380.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 39.53K | SH | $11.37M 3.64% | 39.53K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 57.32K | SH | $11.00M 3.52% | 57.32K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 17.95K | SH | $10.36M 3.31% | 17.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 153.23K | SH | $10.35M 3.31% | 153.23K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 28.42K | SH | $8.80M 2.82% | 28.42K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 22.23K | SH | $8.23M 2.63% | 22.23K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 8.05K | SH | $8.02M 2.57% | 8.05K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 26.21K | SH | $7.71M 2.47% | 26.21K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 21.31K | SH | $7.62M 2.44% | 21.31K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 38.90K | SH | $7.50M 2.40% | 38.90K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 130.37K | SH | $7.39M 2.36% | 130.37K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 23.86K | SH | $7.21M 2.31% | 23.86K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 74.12K | SH | $6.88M 2.20% | 74.12K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 167.88K | SH | $6.85M 2.19% | 167.88K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 32.13K | SH | $6.65M 2.13% | 32.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 35.22K | SH | $6.14M 1.97% | 35.22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28.68K | SH | $5.97M 1.91% | 28.68K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 117.12K | SH | $5.97M 1.91% | 117.12K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.99K | SH | $5.80M 1.86% | 26.99K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 10.88K | SH | $5.39M 1.73% | 10.88K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 14.88K | SH | $5.24M 1.68% | 14.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 19.73K | SH | $5.01M 1.60% | 19.73K | 0.00 | 0.00 |