OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
56.9%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 2.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 263.23K | SH | $97.40M 40.27% | 0.00 | 0.00 | 263.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 27.00 | SH | $20.22M 8.36% | 0.00 | 0.00 | 27.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 201.34K | SH | $19.93M 8.24% | 0.00 | 0.00 | 201.34K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 223.30K | SH | $15.91M 6.58% | 0.00 | 0.00 | 223.30K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 142.21K | SH | $12.16M 5.03% | 0.00 | 0.00 | 142.21K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 76.43K | SH | $5.95M 2.46% | 0.00 | 0.00 | 76.43K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 77.40K | SH | $5.94M 2.45% | 0.00 | 0.00 | 77.40K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.47K | SH | $4.83M 2.00% | 0.00 | 0.00 | 6.47K |
FIRST BUSEY CORPSOLE | COM NEW | 156.86K | SH | $4.63M 1.91% | 0.00 | 0.00 | 156.86K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 52.22K | SH | $3.83M 1.59% | 0.00 | 0.00 | 52.22K |
ISHARES TRSOLE | CORE UNIVRSL USD | 75.66K | SH | $3.49M 1.44% | 0.00 | 0.00 | 75.66K |
ISHARES TRSOLE | MBS ETF | 34.31K | SH | $3.24M 1.34% | 0.00 | 0.00 | 34.31K |
PALMER SQUARE CAPITAL BDC INSOLE | COM SHS | 298.96K | SH | $3.12M 1.29% | 0.00 | 0.00 | 298.96K |
ISHARES TRSOLE | CORE 1 5 YR USD | 55.02K | SH | $2.65M 1.10% | 0.00 | 0.00 | 55.02K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 43.13K | SH | $2.62M 1.08% | 0.00 | 0.00 | 43.13K |
NVIDIA CORPORATIONSOLE | COM | 12.32K | SH | $2.47M 1.02% | 0.00 | 0.00 | 12.32K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 47.57K | SH | $2.41M 0.99% | 0.00 | 0.00 | 47.57K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.96K | SH | $2.04M 0.84% | 0.00 | 0.00 | 2.96K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 16.18K | SH | $1.96M 0.81% | 0.00 | 0.00 | 16.18K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 18.51K | SH | $1.88M 0.78% | 0.00 | 0.00 | 18.51K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 9.28K | SH | $1.77M 0.73% | 0.00 | 0.00 | 9.28K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 25.20K | SH | $1.50M 0.62% | 0.00 | 0.00 | 25.20K |
ISHARES GOLD TRSOLE | ISHARES NEW | 19.80K | SH | $1.50M 0.62% | 0.00 | 0.00 | 19.80K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 12.22K | SH | $1.45M 0.60% | 0.00 | 0.00 | 12.22K |
BANK OF NY MELLON CORPSOLE | COM | 9.76K | SH | $1.41M 0.58% | 0.00 | 0.00 | 9.76K |