Overland Park, KSCIK 16330244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
149 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 982.6K | $61.38M | 5.3% | −6.5K | Reduced |
| 2 | Select Sector Spdr Tr | 289.7K | $41.71M | 3.6% | +142.7K | Added |
| 3 | Vanguard Index Fds | 137.8K | $38.47M | 3.3% | +2.0K | Added |
| 4 | Vanguard Index Fds |
| 203.5K |
| $36.09M |
| 3.1% |
| +6.3K |
| Added |
| 5 | Dimensional ETF Trust | 482.6K | $33.63M | 2.9% | +10.6K | Added |
| 6 | Ishares Tr | 287.1K | $31.55M | 2.7% | +5.5K | Added |
| 7 | Vanguard Bd Index Fds | 412.7K | $30.57M | 2.6% | +12.5K | Added |
| 8 | Ishares Tr | 244.1K | $30.08M | 2.6% | −2.1K | Reduced |
| 9 | Invesco Qqq Tr | 48.9K | $30.07M | 2.6% | −2.0K | Reduced |
| 10 | Vanguard Intl Equity Index F | 488.8K | $26.28M | 2.3% | +3.9K | Added |
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