Leawood, KSCIK 18417664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
187 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.67M | $44.85M | 6.2% | +35.2K | Added |
| 2 | Schwab Strategic Tr | 1.58M | $42.90M | 5.9% | +44.0K | Added |
| 3 | Apple Inc | 153.0K | $41.60M | 5.7% | −1.3K | Reduced |
| 4 | Schwab Strategic Tr |
| 1.45M |
| $34.84M |
| 4.8% |
| +43.8K |
| Added |
| 5 | Alphabet Inc | 101.0K | $31.62M | 4.4% | −495 | Reduced |
| 6 | Nvidia Corporation | 161.3K | $30.08M | 4.1% | −7.1K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 41.9K | $20.14M | 2.8% | −369 | Reduced |
| 8 | Microsoft Corp | 41.3K | $19.96M | 2.8% | +396 | Added |
| 9 | Thermo Fisher Scientific Inc | 29.0K | $16.83M | 2.3% | −471 | Reduced |
| 10 | Jpmorgan Chase & Co. | 44.5K | $14.35M | 2.0% | +127 | Added |
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