OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 2.09M
Full voting authority
0.00
shares
Joint voting authority
27.24K
shares
No voting authority
2.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.31K | SH | $16.70M 7.35% | 0.00 | 0.00 | 24.31K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 111.71K | SH | $9.82M 4.33% | 0.00 | 0.00 | 111.71K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.69K | SH | $9.50M 4.19% | 0.00 | 0.00 | 12.69K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 42.17K | SH | $6.89M 3.04% | 0.00 | 0.00 | 42.17K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 144.85K | SH | $6.59M 2.90% | 0.00 | 0.00 | 144.85K |
ISHARES TRSOLE | CORE MSCI EAFE | 65.59K | SH | $6.33M 2.79% | 0.00 | 0.00 | 65.59K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.28K | SH | $5.36M 2.36% | 0.00 | 0.00 | 7.28K |
NVIDIA CORPORATIONSOLE | COM | 26.79K | SH | $5.36M 2.36% | 0.00 | 0.00 | 26.79K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 16.11K | SH | $4.88M 2.15% | 0.00 | 0.00 | 16.11K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 29.79K | SH | $4.71M 2.07% | 0.00 | 0.00 | 29.79K |
APPLE INCSOLE | COM | 15.62K | SH | $4.52M 1.99% | 0.00 | 0.00 | 15.62K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 20.07K | SH | $3.97M 1.75% | 0.00 | 0.00 | 20.07K |
ALPHABET INCSOLE | CAP STK CL A | 10.46K | SH | $3.74M 1.65% | 0.00 | 0.00 | 10.46K |
AMAZON COM INCSOLE | COM | 15.44K | SH | $3.68M 1.62% | 0.00 | 0.00 | 15.44K |
VANGUARD WELLINGTON FDSOLE | US MULTIFACTOR | 19.21K | SH | $3.40M 1.50% | 0.00 | 0.00 | 19.21K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.23K | SH | $3.05M 1.34% | 0.00 | 0.00 | 8.23K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 29.67K | SH | $2.99M 1.32% | 0.00 | 0.00 | 29.67K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 11.98K | SH | $2.91M 1.28% | 0.00 | 0.00 | 11.98K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 28.34K | SH | $2.60M 1.14% | 0.00 | 0.00 | 28.34K |
ISHARES INCSOLE | CORE MSCI EMKT | 31.18K | SH | $2.58M 1.14% | 0.00 | 0.00 | 31.18K |
ISHARES TRSOLE | IBOXX HI YD ETF | 29.25K | SH | $2.34M 1.03% | 0.00 | 0.00 | 29.25K |
ISHARES TRSOLE | HIGH YLD SYSTM B | 47.70K | SH | $2.23M 0.98% | 0.00 | 0.00 | 47.70K |
ALPHABET INCSOLE | CAP STK CL C | 6.08K | SH | $2.15M 0.95% | 0.00 | 0.00 | 6.08K |
MICROSOFT CORPSOLE | COM | 5.72K | SH | $2.13M 0.94% | 0.00 | 0.00 | 5.72K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6.45K | SH | $1.98M 0.87% | 0.00 | 0.00 | 6.45K |