OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
30.4%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 883.17K
Full voting authority
848.59K
shares
Joint voting authority
0.00
shares
No voting authority
34.58K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 51.61K | SH | $22.06M 17.68% | 48.81K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 57.85K | SH | $9.90M 7.93% | 54.96K | 0.00 | 2.89K |
MICROSOFT CORPSOLE | COM | 18.80K | SH | $5.94M 4.76% | 18.76K | 0.00 | 38.00 |
AMAZON COM INCSOLE | COM | 44.39K | SH | $5.64M 4.52% | 42.59K | 0.00 | 1.80K |
NVIDIA CORPORATIONSOLE | COM | 12.82K | SH | $5.58M 4.47% | 12.82K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.15K | SH | $4.35M 3.49% | 12.11K | 0.00 | 37.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.07K | SH | $3.18M 2.55% | 8.90K | 0.00 | 170.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 32.66K | SH | $3.07M 2.46% | 32.66K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 18.92K | SH | $3.03M 2.42% | 18.92K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 11.70K | SH | $2.69M 2.16% | 11.70K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.55K | SH | $2.24M 1.80% | 9.02K | 0.00 | 1.53K |
ORACLE CORPSOLE | COM | 18.57K | SH | $1.97M 1.58% | 18.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.76K | SH | $1.87M 1.50% | 4.53K | 0.00 | 226.00 |
JPMORGAN CHASE & COSOLE | COM | 11.99K | SH | $1.74M 1.39% | 11.98K | 0.00 | 5.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.26K | SH | $1.69M 1.35% | 4.26K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 11.47K | SH | $1.67M 1.34% | 11.47K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 5.42K | SH | $1.64M 1.31% | 5.42K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 3.99K | SH | $1.54M 1.23% | 3.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.88K | SH | $1.42M 1.14% | 10.88K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 6.03K | SH | $1.41M 1.13% | 6.03K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.58K | SH | $1.33M 1.07% | 6.58K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 25.36K | SH | $1.26M 1.01% | 23.58K | 0.00 | 1.78K |
NETFLIX INCSOLE | COM | 3.19K | SH | $1.20M 0.97% | 3.19K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 6.63K | SH | $1.12M 0.90% | 6.63K | 0.00 | 0.00 |
TIDAL ETF TRSOLE | ATAC US ROTATION | 72.12K | SH | $1.10M 0.88% | 72.12K | 0.00 | 0.00 |