OVERLAND PARK, KS
Allocation by class
Portfolio Concentration
Top 3 weight
32.1%
Top 10 weight
56.5%
Voting Authority Distribution
Total shares with voting rights: 1.86M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.86M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 37.24K | SH | $24.32M 14.52% | 0.00 | 0.00 | 37.24K |
ISHARES TRSOLE | SELECT DIVID ETF | 128.31K | SH | $19.43M 11.60% | 0.00 | 0.00 | 128.31K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 326.19K | SH | $10.01M 5.97% | 0.00 | 0.00 | 326.19K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 34.44K | SH | $7.41M 4.42% | 0.00 | 0.00 | 34.44K |
ISHARES TRSOLE | CORE UNIVRSL USD | 156.01K | SH | $7.21M 4.30% | 0.00 | 0.00 | 156.01K |
ISHARES TRSOLE | ESG AWR MSCI USA | 42.10K | SH | $5.95M 3.55% | 0.00 | 0.00 | 42.10K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 124.76K | SH | $5.70M 3.40% | 0.00 | 0.00 | 124.76K |
ISHARES TRSOLE | CORE S&P TTL STK | 39.13K | SH | $5.57M 3.33% | 0.00 | 0.00 | 39.13K |
ISHARES TRSOLE | EAFE VALUE ETF | 62.92K | SH | $4.68M 2.79% | 0.00 | 0.00 | 62.92K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 59.62K | SH | $4.39M 2.62% | 0.00 | 0.00 | 59.62K |
ISHARES TRSOLE | EAFE GRWTH ETF | 34.81K | SH | $3.88M 2.31% | 0.00 | 0.00 | 34.81K |
NVIDIA CORPORATIONSOLE | COM | 21.97K | SH | $3.83M 2.29% | 0.00 | 0.00 | 21.97K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 25.86K | SH | $2.92M 1.75% | 0.00 | 0.00 | 25.86K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 49.58K | SH | $2.81M 1.67% | 0.00 | 0.00 | 49.58K |
ISHARES TRSOLE | MBS ETF | 29.26K | SH | $2.78M 1.66% | 0.00 | 0.00 | 29.26K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 27.93K | SH | $2.73M 1.63% | 0.00 | 0.00 | 27.93K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 46.59K | SH | $2.71M 1.62% | 0.00 | 0.00 | 46.59K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 34.22K | SH | $2.68M 1.60% | 0.00 | 0.00 | 34.22K |
ISHARES TRSOLE | MSCI USA QLT FCT | 12.99K | SH | $2.49M 1.49% | 0.00 | 0.00 | 12.99K |
ALPHABET INCSOLE | CAP STK CL C | 8.34K | SH | $2.39M 1.43% | 0.00 | 0.00 | 8.34K |
ISHARES TRSOLE | S&P 500 VAL ETF | 11.19K | SH | $2.36M 1.41% | 0.00 | 0.00 | 11.19K |
ISHARES INCSOLE | CORE MSCI EMKT | 29.67K | SH | $2.07M 1.24% | 0.00 | 0.00 | 29.67K |
AMAZON COM INCSOLE | COM | 9.71K | SH | $2.02M 1.21% | 0.00 | 0.00 | 9.71K |
ISHARES TRSOLE | 20 YR TR BD ETF | 22.70K | SH | $1.97M 1.17% | 0.00 | 0.00 | 22.70K |
MICROSOFT CORPSOLE | COM | 4.84K | SH | $1.79M 1.07% | 0.00 | 0.00 | 4.84K |