Overland Park, KSCIK 19114704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 22.0K | $15.04M | 15.3% | −351 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 85.1K | $5.32M | 5.4% | +1.5K | Added |
| 3 | Graniteshares Gold Tr | 113.5K | $4.82M | 4.9% | −8.6K | Reduced |
| 4 | Ishares Tr |
| 63.8K |
| $4.21M |
| 4.3% |
| +524 |
| Added |
| 5 | Schwab Strategic Tr | 146.0K | $3.93M | 4.0% | +172 | Added |
| 6 | Ishares Tr | 26.9K | $3.22M | 3.3% | +607 | Added |
| 7 | Schwab Strategic Tr | 118.8K | $2.89M | 3.0% | +2.4K | Added |
| 8 | Ishares Tr | 56.4K | $2.87M | 2.9% | −3.3K | Reduced |
| 9 | Spdr Series Trust | 34.5K | $2.77M | 2.8% | +3.1K | Added |
| 10 | Ishares Tr | 29.3K | $2.76M | 2.8% | +364 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio