Overland Park, KSCIK 17294574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
88 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 611.5K | $36.65M | 13.4% | +75.5K | Added |
| 2 | Ishares Tr | 37.2K | $25.46M | 9.3% | −3.0K | Reduced |
| 3 | Dimensional ETF Trust | 363.5K | $17.43M | 6.4% | +57.9K | Added |
| 4 | Vanguard Malvern Fds |
| 339.4K |
| $16.79M |
| 6.1% |
| +50.3K |
| Added |
| 5 | American Centy ETF Tr | 177.7K | $13.46M | 4.9% | −4.8K | Reduced |
| 6 | Ishares Tr | 144.4K | $12.92M | 4.7% | −10.8K | Reduced |
| 7 | Intuitive Surgical Inc | 20.3K | $11.50M | 4.2% | −545 | Reduced |
| 8 | J P Morgan Exchange Traded F | 154.7K | $10.54M | 3.8% | +4.2K | Added |
| 9 | Blackrock Health Sciences Tr | 230.7K | $9.49M | 3.5% | −23.0K | Reduced |
| 10 | American Centy ETF Tr | 99.9K | $8.58M | 3.1% | −2.2K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio