Overland Park, KSCIK 21108781 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 395.9K | $58.87M | 30.7% | +395.9K | New Position |
| 2 | Vanguard Index Fds | 70.7K | $44.37M | 23.2% | +70.7K | New Position |
| 3 | Schwab Strategic Tr | 742.7K | $24.23M | 12.7% | +742.7K | New Position |
| 4 |
| 47.4K |
| $21.05M |
| 11.0% |
| +47.4K |
| New Position |
| 5 | Vanguard Tax-Managed Fds | 253.0K | $15.81M | 8.3% | +253.0K | New Position |
| 6 | Capital Group Dividend Value | 133.0K | $5.81M | 3.0% | +133.0K | New Position |
| 7 | Apple Inc | 14.4K | $3.90M | 2.0% | +14.4K | New Position |
| 8 | Vanguard Whitehall Fds | 19.9K | $2.85M | 1.5% | +19.9K | New Position |
| 9 | Alphabet Inc | 8.2K | $2.58M | 1.3% | +8.2K | New Position |
| 10 | Amazon Com Inc | 8.9K | $2.06M | 1.1% | +8.9K | New Position |
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