Overland Park, KSCIK 17482693 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 265.6K | $89.06M | 40.3% | −5.0K | Reduced |
| 2 | Ishares Tr | 182.7K | $18.25M | 8.3% | +18.3K | Added |
| 3 | Berkshire Hathaway Inc Del | 22 | $16.61M | 7.5% | 0 | Held |
| 4 | Vanguard Tax-Managed Fds |
| 237.2K |
| $14.82M |
| 6.7% |
| −8.3K |
| Reduced |
| 5 | Vanguard Star Fds | 142.3K | $10.74M | 4.9% | +17 | Added |
| 6 | Vanguard Bd Index Fds | 85.5K | $6.66M | 3.0% | +2.6K | Added |
| 7 | Vanguard Bd Index Fds | 84.5K | $6.66M | 3.0% | +2.6K | Added |
| 8 | Spdr S&P 500 ETF Tr | 6.6K | $4.47M | 2.0% | −36 | Reduced |
| 9 | Ishares Tr | 41.8K | $3.98M | 1.8% | +1.1K | Added |
| 10 | Vanguard Bd Index Fds | 50.5K | $3.74M | 1.7% | +2.5K | Added |
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