OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Full voting authority
0.00
shares
Joint voting authority
29.74K
shares
No voting authority
1.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.03K | SH | $14.36M 7.52% | 0.00 | 0.00 | 24.03K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 22.96K | SH | $8.43M 4.42% | 0.00 | 0.00 | 22.96K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.76K | SH | $7.03M 3.68% | 0.00 | 0.00 | 10.76K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 140.26K | SH | $6.40M 3.35% | 0.00 | 0.00 | 140.26K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 42.41K | SH | $6.15M 3.22% | 0.00 | 0.00 | 42.41K |
ISHARES TRSOLE | CORE MSCI EAFE | 64.63K | SH | $5.85M 3.06% | 0.00 | 0.00 | 64.63K |
NVIDIA CORPORATIONSOLE | COM | 25.39K | SH | $4.43M 2.32% | 0.00 | 0.00 | 25.39K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 16.18K | SH | $4.24M 2.22% | 0.00 | 0.00 | 16.18K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.23K | SH | $4.17M 2.19% | 0.00 | 0.00 | 7.23K |
APPLE INCSOLE | COM | 15.51K | SH | $3.94M 2.06% | 0.00 | 0.00 | 15.51K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 24.57K | SH | $3.64M 1.90% | 0.00 | 0.00 | 24.57K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 19.47K | SH | $3.59M 1.88% | 0.00 | 0.00 | 19.47K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 37.21K | SH | $3.41M 1.79% | 0.00 | 0.00 | 37.21K |
AMAZON COM INCSOLE | COM | 15.45K | SH | $3.22M 1.68% | 0.00 | 0.00 | 15.45K |
ALPHABET INCSOLE | CAP STK CL A | 10.62K | SH | $3.05M 1.60% | 0.00 | 0.00 | 10.62K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 29.30K | SH | $2.95M 1.54% | 0.00 | 0.00 | 29.30K |
VANGUARD WELLINGTON FDSOLE | US MULTIFACTOR | 17.74K | SH | $2.75M 1.44% | 0.00 | 0.00 | 17.74K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.33K | SH | $2.67M 1.40% | 0.00 | 0.00 | 8.33K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 12.03K | SH | $2.61M 1.37% | 0.00 | 0.00 | 12.03K |
MICROSOFT CORPSOLE | COM | 6.34K | SH | $2.35M 1.23% | 0.00 | 0.00 | 6.34K |
ISHARES TRSOLE | IBOXX HI YD ETF | 28.87K | SH | $2.30M 1.20% | 0.00 | 0.00 | 28.87K |
ISHARES INCSOLE | CORE MSCI EMKT | 31.47K | SH | $2.20M 1.15% | 0.00 | 0.00 | 31.47K |
ISHARES TRSOLE | HIGH YLD SYSTM B | 47.16K | SH | $2.19M 1.15% | 0.00 | 0.00 | 47.16K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 20.76K | SH | $1.99M 1.04% | 0.00 | 0.00 | 20.76K |
ALPHABET INCSOLE | CAP STK CL C | 6.08K | SH | $1.75M 0.91% | 0.00 | 0.00 | 6.08K |