Overland Park, KSCIK 19634214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
42 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.72M | $46.69M | 23.0% | −125.8K | Reduced |
| 2 | Vanguard Index Fds | 118.2K | $37.20M | 18.3% | −3.3K | Reduced |
| 3 | Schwab Strategic Tr | 965.8K | $23.22M | 11.4% | −16.7K | Reduced |
| 4 | Vanguard Index Fds |
| 84.7K |
| $21.85M |
| 10.7% |
| −942 |
| Reduced |
| 5 | Schwab Strategic Tr | 808.3K | $21.75M | 10.7% | −59.5K | Reduced |
| 6 | Ishares Tr | 174.4K | $15.61M | 7.7% | +3.3K | Added |
| 7 | Ishares Tr | 6.4K | $4.35M | 2.1% | −490 | Reduced |
| 8 | Ishares Inc | 58.1K | $3.91M | 1.9% | −2.6K | Reduced |
| 9 | Ishares Tr | 32.1K | $3.86M | 1.9% | −304 | Reduced |
| 10 | Schwab Strategic Tr | 118.8K | $3.38M | 1.7% | −8.0K | Reduced |
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