LEAWOOD, KS
Allocation by class
Portfolio Concentration
Top 3 weight
12.2%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 1.83M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.83M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 55.72K | SH | $9.72M 5.41% | 0.00 | 0.00 | 55.72K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 61.46K | SH | $6.52M 3.63% | 0.00 | 0.00 | 61.46K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 113.87K | SH | $5.74M 3.19% | 0.00 | 0.00 | 113.87K |
MICROSOFT CORPSOLE | COM | 15.15K | SH | $5.61M 3.12% | 0.00 | 0.00 | 15.15K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 64.60K | SH | $5.35M 2.98% | 0.00 | 0.00 | 64.60K |
APPLE INCSOLE | COM | 17.91K | SH | $4.55M 2.53% | 0.00 | 0.00 | 17.91K |
GRACO INCSOLE | COM | 52.80K | SH | $4.47M 2.49% | 0.00 | 0.00 | 52.80K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 21.14K | SH | $4.06M 2.26% | 0.00 | 0.00 | 21.14K |
ALPHABET INCSOLE | CAP STK CL A | 13.35K | SH | $3.84M 2.14% | 0.00 | 0.00 | 13.35K |
FIRST TR EXCH TRADED FD IIISOLE | LNG/SHT EQUITY | 53.13K | SH | $3.74M 2.08% | 0.00 | 0.00 | 53.13K |
AMAZON COM INCSOLE | COM | 15.16K | SH | $3.16M 1.76% | 0.00 | 0.00 | 15.16K |
VALERO ENERGY CORPSOLE | COM | 12.10K | SH | $2.99M 1.66% | 0.00 | 0.00 | 12.10K |
ABBVIE INCSOLE | COM | 13.32K | SH | $2.90M 1.61% | 0.00 | 0.00 | 13.32K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 51.23K | SH | $2.67M 1.49% | 0.00 | 0.00 | 51.23K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 58.83K | SH | $2.66M 1.48% | 0.00 | 0.00 | 58.83K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 23.48K | SH | $2.60M 1.45% | 0.00 | 0.00 | 23.48K |
AMGEN INCSOLE | COM | 6.57K | SH | $2.31M 1.29% | 0.00 | 0.00 | 6.57K |
BANK AMERICA CORPSOLE | COM | 47.28K | SH | $2.30M 1.28% | 0.00 | 0.00 | 47.28K |
ISHARES TRSOLE | GLOB INDSTRL ETF | 11.92K | SH | $2.16M 1.20% | 0.00 | 0.00 | 11.92K |
ISHARES TRSOLE | CORE S&P SCP ETF | 17.32K | SH | $2.15M 1.20% | 0.00 | 0.00 | 17.32K |
ISHARES TRSOLE | GLOB HLTHCRE ETF | 22.92K | SH | $2.14M 1.19% | 0.00 | 0.00 | 22.92K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 56.83K | SH | $2.09M 1.16% | 0.00 | 0.00 | 56.83K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 67.48K | SH | $2.07M 1.15% | 0.00 | 0.00 | 67.48K |
UNITEDHEALTH GROUP INCSOLE | COM | 7.36K | SH | $1.99M 1.11% | 0.00 | 0.00 | 7.36K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 HDL VOL | 39.85K | SH | $1.98M 1.10% | 0.00 | 0.00 | 39.85K |