OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
7.2%
Top 10 weight
19.7%
Voting Authority Distribution
Total shares with voting rights: 15.76M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
15.76M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.83K | SH | $14.77M 2.71% | 0.00 | 0.00 | 30.83K |
APPLE INCSOLE | COM | 51.27K | SH | $13.01M 2.39% | 0.00 | 0.00 | 51.27K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 105.41K | SH | $11.64M 2.14% | 0.00 | 0.00 | 105.41K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 106.12K | SH | $10.68M 1.96% | 0.00 | 0.00 | 106.12K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 260.41K | SH | $10.12M 1.86% | 0.00 | 0.00 | 260.41K |
PROSHARES TRSOLE | LARGE CAP CRE | 134.28K | SH | $10.05M 1.84% | 0.00 | 0.00 | 134.28K |
BLACKROCK ENHANCED INTL DIVSOLE | COM BENE INTER | 1.76M | SH | $9.54M 1.75% | 0.00 | 0.00 | 1.76M |
ROYCE SMALL CAP TRUST INCSOLE | COM | 564.56K | SH | $9.37M 1.72% | 0.00 | 0.00 | 564.56K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 129.93K | SH | $9.24M 1.70% | 0.00 | 0.00 | 129.93K |
ALPHABET INCSOLE | CAP STK CL A | 30.98K | SH | $8.91M 1.64% | 0.00 | 0.00 | 30.98K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.87K | SH | $8.88M 1.63% | 0.00 | 0.00 | 14.87K |
ADAMS DIVERSIFIED EQUITY FDSOLE | COM | 379.69K | SH | $8.31M 1.53% | 0.00 | 0.00 | 379.69K |
T ROWE PRICE ETF INCSOLE | CAPITAL APPRECIA | 343.15K | SH | $7.67M 1.41% | 0.00 | 0.00 | 343.15K |
BLACKROCK ENHANCED EQUITY DISOLE | COM | 837.66K | SH | $7.22M 1.33% | 0.00 | 0.00 | 837.66K |
COMMERCE BANCSHARES INCSOLE | COM | 138.25K | SH | $6.80M 1.25% | 0.00 | 0.00 | 138.25K |
MICROSOFT CORPSOLE | COM | 16.66K | SH | $6.17M 1.13% | 0.00 | 0.00 | 16.66K |
JEFFERIES FINANCIAL GROUP INSOLE | COM | 146.61K | SH | $6.05M 1.11% | 0.00 | 0.00 | 146.61K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 70.64K | SH | $5.99M 1.10% | 0.00 | 0.00 | 70.64K |
JANUS DETROIT STR TRSOLE | HENDERSON SECURI | 116.08K | SH | $5.98M 1.10% | 0.00 | 0.00 | 116.08K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 71.08K | SH | $5.73M 1.05% | 0.00 | 0.00 | 71.08K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 115.39K | SH | $5.65M 1.04% | 0.00 | 0.00 | 115.39K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 121.11K | SH | $5.46M 1.00% | 0.00 | 0.00 | 121.11K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 142.36K | SH | $5.23M 0.96% | 0.00 | 0.00 | 142.36K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 110.79K | SH | $4.48M 0.82% | 0.00 | 0.00 | 110.79K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.89K | SH | $4.48M 0.82% | 0.00 | 0.00 | 6.89K |