OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
56.6%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 2.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 266.66K | SH | $85.55M 38.66% | 0.00 | 0.00 | 266.66K |
ISHARES TRSOLE | CORE US AGGBD ET | 204.95K | SH | $20.35M 9.20% | 0.00 | 0.00 | 204.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 27.00 | SH | $19.39M 8.76% | 0.00 | 0.00 | 27.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 240.86K | SH | $15.43M 6.98% | 0.00 | 0.00 | 240.86K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 141.41K | SH | $10.90M 4.93% | 0.00 | 0.00 | 141.41K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 76.36K | SH | $5.99M 2.71% | 0.00 | 0.00 | 76.36K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 77.39K | SH | $5.97M 2.70% | 0.00 | 0.00 | 77.39K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.54K | SH | $4.25M 1.92% | 0.00 | 0.00 | 6.54K |
FIRST BUSEY CORPSOLE | COM NEW | 156.86K | SH | $3.96M 1.79% | 0.00 | 0.00 | 156.86K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 51.47K | SH | $3.79M 1.71% | 0.00 | 0.00 | 51.47K |
ISHARES TRSOLE | CORE UNIVRSL USD | 75.02K | SH | $3.47M 1.57% | 0.00 | 0.00 | 75.02K |
ISHARES TRSOLE | MBS ETF | 34.31K | SH | $3.26M 1.47% | 0.00 | 0.00 | 34.31K |
PALMER SQUARE CAPITAL BDC INSOLE | COM SHS | 298.96K | SH | $2.92M 1.32% | 0.00 | 0.00 | 298.96K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 43.13K | SH | $2.44M 1.10% | 0.00 | 0.00 | 43.13K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 48.60K | SH | $2.42M 1.10% | 0.00 | 0.00 | 48.60K |
BANK NEW YORK MELLON CORPSOLE | COM | 18.44K | SH | $2.19M 0.99% | 0.00 | 0.00 | 18.44K |
NVIDIA CORPORATIONSOLE | COM | 12.44K | SH | $2.17M 0.98% | 0.00 | 0.00 | 12.44K |
ISHARES GOLD TRSOLE | ISHARES NEW | 20.83K | SH | $1.84M 0.83% | 0.00 | 0.00 | 20.83K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.01K | SH | $1.80M 0.81% | 0.00 | 0.00 | 3.01K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 16.18K | SH | $1.62M 0.73% | 0.00 | 0.00 | 16.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 25.20K | SH | $1.36M 0.62% | 0.00 | 0.00 | 25.20K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 9.28K | SH | $1.23M 0.56% | 0.00 | 0.00 | 9.28K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 12.22K | SH | $1.20M 0.54% | 0.00 | 0.00 | 12.22K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 10.67K | SH | $1.08M 0.49% | 0.00 | 0.00 | 10.67K |
ISHARES TRSOLE | CORE HIGH DV ETF | 7.86K | SH | $1.07M 0.48% | 0.00 | 0.00 | 7.86K |