Overland Park, KSCIK 20658494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
81 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 37.0K | $25.48M | 14.7% | −4.6K | Reduced |
| 2 | Ishares Tr | 131.0K | $20.21M | 11.6% | −46.6K | Reduced |
| 3 | Schwab Strategic Tr | 339.7K | $10.53M | 6.1% | −186.8K | Reduced |
| 4 | Vanguard Specialized Funds |
| 34.0K |
| $7.70M |
| 4.4% |
| −17.5K |
| Reduced |
| 5 | Ishares Tr | 156.7K | $7.28M | 4.2% | +3.4K | Added |
| 6 | Ishares Tr | 42.2K | $6.28M | 3.6% | −5.6K | Reduced |
| 7 | Spdr Index Shs Fds | 122.8K | $5.83M | 3.4% | +8.0K | Added |
| 8 | Ishares Tr | 38.6K | $5.79M | 3.3% | −3.3K | Reduced |
| 9 | Ishares Tr | 62.8K | $4.86M | 2.8% | −843 | Reduced |
| 10 | Ishares Tr | 36.2K | $4.28M | 2.5% | −2.5K | Reduced |
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