| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF | 938,663 | 47,384,000 | 18.87% | ||
| 2 | VANGUARD BD INDEX FDS | 428,232 | 34,481,000 | 13.73% | ||
| 3 | ISHARES TR | 606,145 | 20,391,000 | 8.12% | ||
| 4 | VANGUARD SPECIALIZED FUNDS | 170,423 | 13,714,000 | 5.46% | ||
| 5 | SPDR INDEX SHS FDS | 389,988 | 12,979,000 | 5.17% | ||
| 6 | SCHWAB STRATEGIC TR | 349,173 | 10,492,000 | 4.18% | ||
| 7 | VANGUARD MALVERN FDS | 194,258 | 9,414,000 | 3.75% | ||
| 8 | ISHARES TR | 83,763 | 9,391,000 | 3.74% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 187,950 | 7,486,000 | 2.98% | ||
| 10 | SCHWAB INTERNATIONAL EQUITY ETF | 194,347 | 5,875,000 | 2.34% | ||
| 11 | VANGUARD SCOTTSDALE FDS | 70,868 | 5,684,000 | 2.26% | ||
| 12 | SCHWAB US AGGREGATE BOND ETF | 104,622 | 5,536,000 | 2.21% | ||
| 13 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 181,679 | 5,479,000 | 2.18% | ||
| 14 | SCHWAB SHORT-TERM US TREASURY ETF | 107,293 | 5,445,000 | 2.17% | ||
| 15 | ISHARES TR | 52,773 | 4,113,000 | 1.64% | ||
| 16 | SPDR INDEX SHS FDS | 92,264 | 3,868,000 | 1.54% | ||
| 17 | VANGUARD INDEX FDS | 43,217 | 3,644,000 | 1.45% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 52,887 | 2,976,000 | 1.19% | ||
| 19 | SCHWAB EMERGING MARKETS EQUITY ETF | 115,610 | 2,816,000 | 1.12% | ||
| 20 | ISHARES TR | 23,202 | 2,739,000 | 1.09% | ||
| 21 | SPDR INDEX SHS FDS | 53,586 | 2,398,000 | 0.96% | ||
| 22 | VANGUARD INTL EQUITY INDEX F | 58,407 | 2,387,000 | 0.95% | ||
| 23 | SCHWAB U.S. REIT ETF | 55,045 | 2,232,000 | 0.89% | ||
| 24 | VANGUARD INDEX FDS | 18,779 | 1,964,000 | 0.78% | ||
| 25 | ISHARES TR | 46,030 | 1,847,000 | 0.74% | ||
| 26 | KANSAS CITY SOUTHERN | 17,463 | 1,783,000 | 0.71% | ||
| 27 | ISHARES TR | 8,274 | 1,720,000 | 0.69% | ||
| 28 | SPDR INDEX SHS FDS | 38,147 | 1,638,000 | 0.65% | ||
| 29 | ISHARES TR | 10,675 | 1,622,000 | 0.65% | ||
| 30 | SPDR S&P 500 ETF TR | 7,745 | 1,599,000 | 0.64% | ||
| 31 | VANGUARD INTL EQUITY INDEX F | 28,087 | 1,369,000 | 0.55% | ||
| 32 | ISHARES TR | 10,711 | 1,332,000 | 0.53% | ||
| 33 | APPLE INC | 10,506 | 1,307,000 | 0.52% | ||
| 34 | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 32,949 | 1,237,000 | 0.49% | ||
| 35 | PIMCO ETF TRUST 1-5 US TIP IDX ETF | 23,516 | 1,220,000 | 0.49% | ||
| 36 | ISHARES RUSSELL 1000 ETF | 9,413 | 1,090,000 | 0.43% | ||
| 37 | ISHARES TR | 14,225 | 913,000 | 0.36% | ||
| 38 | ISHARES INC | 20,120 | 829,000 | 0.33% | ||
| 39 | ISHARES TR | 4,590 | 795,000 | 0.32% | ||
| 40 | GREAT PLAINS ENERGY INC | 25,114 | 670,000 | 0.27% | ||
| 41 | VANGUARD INDEX FDS | 5,092 | 546,000 | 0.22% | ||
| 42 | EXXON MOBIL CORP | 6,247 | 531,000 | 0.21% | ||
| 43 | SPDR S&P MIDCAP 400 ETF TR | 1,625 | 451,000 | 0.18% | ||
| 44 | ISHARES RUSSELL 3000 ETF | 3,582 | 444,000 | 0.18% | ||
| 45 | ISHARES TR | 4,218 | 417,000 | 0.17% | ||
| 46 | PLAINS ALL AMERN PIPELINE L | 8,040 | 392,000 | 0.16% | PRN | |
| 47 | PROCTER AND GAMBLE CO | 4,556 | 373,000 | 0.15% | ||
| 48 | HENRY JACK & ASSOC INC COM | 5,213 | 364,000 | 0.14% | ||
| 49 | AT&T INC | 10,592 | 346,000 | 0.14% | ||
| 50 | ISHARES TR | 3,290 | 339,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-15-003901, filed 2015.05.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
