OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
7.3%
Top 10 weight
19.6%
Voting Authority Distribution
Total shares with voting rights: 16.78M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
16.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 53.95K | SH | $17.01M 2.64% | 0.00 | 0.00 | 53.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.96K | SH | $15.29M 2.37% | 0.00 | 0.00 | 30.96K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 149.80K | SH | $15.08M 2.34% | 0.00 | 0.00 | 149.80K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 111.13K | SH | $13.76M 2.13% | 0.00 | 0.00 | 111.13K |
PROSHARES TRSOLE | LARGE CAP CRE | 140.87K | SH | $12.19M 1.89% | 0.00 | 0.00 | 140.87K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 258.45K | SH | $11.53M 1.79% | 0.00 | 0.00 | 258.45K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.71K | SH | $10.90M 1.69% | 0.00 | 0.00 | 15.71K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 129.37K | SH | $10.49M 1.63% | 0.00 | 0.00 | 129.37K |
BLACKROCK ENHANCED INTL DIVSOLE | COM BENE INTER | 1.77M | SH | $10.30M 1.60% | 0.00 | 0.00 | 1.77M |
ALPHABET INCSOLE | CAP STK CL A | 28.54K | SH | $10.19M 1.58% | 0.00 | 0.00 | 28.54K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 104.34K | SH | $9.41M 1.46% | 0.00 | 0.00 | 104.34K |
ADAMS DIVERSIFIED EQUITY FDSOLE | COM | 345.42K | SH | $9.02M 1.40% | 0.00 | 0.00 | 345.42K |
ROYCE SMALL CAP TRUST INCSOLE | COM | 495.16K | SH | $8.97M 1.39% | 0.00 | 0.00 | 495.16K |
T ROWE PRICE EXCHANGE-TRADEDSOLE | CAP APP PREM ETF | 371.26K | SH | $8.46M 1.31% | 0.00 | 0.00 | 371.26K |
BLACKROCK ENHANCED EQUITY DISOLE | COM | 848.33K | SH | $8.20M 1.27% | 0.00 | 0.00 | 848.33K |
COMMERCE BANCSHARES INCSOLE | COM | 135.80K | SH | $7.93M 1.23% | 0.00 | 0.00 | 135.80K |
MICROSOFT CORPSOLE | COM | 20.06K | SH | $7.72M 1.20% | 0.00 | 0.00 | 20.06K |
ADVANCED MICRO DEVICES INCSOLE | COM | 13.79K | SH | $7.70M 1.19% | 0.00 | 0.00 | 13.79K |
JEFFERIES FINANCIAL GROUP INSOLE | COM | 145.55K | SH | $7.58M 1.17% | 0.00 | 0.00 | 145.55K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 75.29K | SH | $7.09M 1.10% | 0.00 | 0.00 | 75.29K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 76.94K | SH | $6.93M 1.07% | 0.00 | 0.00 | 76.94K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 123.09K | SH | $6.54M 1.01% | 0.00 | 0.00 | 123.09K |
JANUS DETROIT STR TRSOLE | HEND SECU IN ETF | 126.25K | SH | $6.47M 1.00% | 0.00 | 0.00 | 126.25K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 120.66K | SH | $6.30M 0.98% | 0.00 | 0.00 | 120.66K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 143.46K | SH | $6.01M 0.93% | 0.00 | 0.00 | 143.46K |