Overland Park, KSCIK 20266174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
96 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 787.5K | $36.85M | 21.4% | −5.6K | Reduced |
| 2 | Vanguard Scottsdale Fds | 250.2K | $17.20M | 10.0% | +14.5K | Added |
| 3 | Dimensional ETF Trust | 332.1K | $13.15M | 7.6% | +5.8K | Added |
| 4 | Dimensional ETF Trust |
| 275.2K |
| $10.49M |
| 6.1% |
| −341 |
| Reduced |
| 5 | Schwab Strategic Tr | 339.4K | $8.99M | 5.2% | +15.3K | Added |
| 6 | Dimensional ETF Trust | 156.0K | $5.08M | 3.0% | −1.1K | Reduced |
| 7 | Ishares Tr | 6.1K | $4.15M | 2.4% | +208 | Added |
| 8 | Dimensional ETF Trust | 90.2K | $3.43M | 2.0% | +2.4K | Added |
| 9 | Dimensional ETF Trust | 99.5K | $3.43M | 2.0% | −994 | Reduced |
| 10 | Ishares Tr | 67.3K | $3.13M | 1.8% | +958 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio