Overland Park, KSCIK 9496234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 78.0K | $53.42M | 74.1% | +63.4K | Added |
| 2 | Vanguard Tax-Managed Fds | 91.4K | $5.71M | 7.9% | −14.2K | Reduced |
| 3 | Ishares Tr | 21.7K | $2.60M | 3.6% | +7.8K | Added |
| 4 | Vanguard Intl Equity Index F |
| 32.8K |
| $1.77M |
| 2.4% |
| −19.6K |
| Reduced |
| 5 | Ishares Inc | 26.3K | $1.77M | 2.4% | −1.1K | Reduced |
| 6 | Vanguard Index Fds | 8.1K | $1.72M | 2.4% | −5.0K | Reduced |
| 7 | Vanguard Index Fds | 15.4K | $1.36M | 1.9% | −223 | Reduced |
| 8 | Vanguard Index Fds | 1.9K | $1.17M | 1.6% | +2 | Added |
| 9 | Spdr S&P 500 ETF Tr | 1.3K | $871.5K | 1.2% | −23 | Reduced |
| 10 | Invesco Exchange Traded Fd T | 2.8K | $536.4K | 0.7% | 0 | Held |
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