Overland Park, KSCIK 17397284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,170 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 1.58M | $98.50M | 2.4% | +53.8K | Added |
| 2 | Apple Inc | 352.9K | $95.94M | 2.3% | +6.0K | Added |
| 3 | Vanguard Index Fds | 498.2K | $95.15M | 2.3% | +28.0K | Added |
| 4 | Vanguard Index Fds |
| 191.1K |
| $93.21M |
| 2.3% |
| +1.2K |
| Added |
| 5 | Nvidia Corporation | 475.0K | $88.58M | 2.1% | +12.8K | Added |
| 6 | Invesco Qqq Tr | 135.6K | $83.28M | 2.0% | +25.4K | Added |
| 7 | Amazon Com Inc | 334.5K | $77.21M | 1.9% | +1.8K | Added |
| 8 | Pimco ETF Tr | 772.0K | $71.86M | 1.7% | +66.7K | Added |
| 9 | Advisorshares Tr | 1.40M | $68.75M | 1.7% | +14.3K | Added |
| 10 | Blackrock ETF Trust | 1.13M | $68.42M | 1.7% | +112.9K | Added |
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