Overland Park, KSCIK 19981014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 418.1K | $30.97M | 14.8% | +19.1K | Added |
| 2 | Schwab Strategic Tr | 635.0K | $16.87M | 8.1% | +1.2K | Added |
| 3 | Ishares Tr | 20.2K | $13.81M | 6.6% | −61 | Reduced |
| 4 | Abrdn Precious Metals Basket |
| 58.5K |
| $12.02M |
| 5.8% |
| −8.8K |
| Reduced |
| 5 | Ishares Tr | 131.3K | $10.18M | 4.9% | +2.5K | Added |
| 6 | Schwab Strategic Tr | 301.2K | $9.49M | 4.5% | +13.2K | Added |
| 7 | Schwab Strategic Tr | 187.4K | $8.47M | 4.1% | −1.5K | Reduced |
| 8 | Vanguard Tax-Managed Fds | 132.5K | $8.28M | 4.0% | +243 | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 400.6K | $8.25M | 4.0% | +32.9K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 419.3K | $8.21M | 3.9% | +19.9K | Added |
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