Overland Park, KSCIK 18358664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 822.4K | $64.81M | 22.4% | +20.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 616.9K | $38.54M | 13.3% | −27.3K | Reduced |
| 3 | Vanguard Scottsdale Fds | 292.8K | $35.65M | 12.3% | −18.2K | Reduced |
| 4 | Vanguard Scottsdale Fds |
| 309.2K |
| $28.54M |
| 9.9% |
| +233 |
| Added |
| 5 | Vanguard Bd Index Fds | 314.5K | $24.49M | 8.5% | +1.0K | Added |
| 6 | Vanguard Scottsdale Fds | 330.7K | $15.57M | 5.4% | −769 | Reduced |
| 7 | Vanguard Intl Equity Index F | 247.9K | $13.33M | 4.6% | −9.1K | Reduced |
| 8 | Vanguard Specialized Funds | 36.5K | $8.02M | 2.8% | −1.1K | Reduced |
| 9 | Vanguard Scottsdale Fds | 55.6K | $5.54M | 1.9% | −1.6K | Reduced |
| 10 | Vanguard Index Fds | 28.1K | $5.36M | 1.9% | −1.8K | Reduced |
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