| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF | 1,102,833 | 54,083,000 | 19.98% | ||
| 2 | VANGUARD BD INDEX FDS | 419,518 | 33,381,000 | 12.33% | ||
| 3 | VANGUARD SPECIALIZED FUNDS | 324,572 | 25,239,000 | 9.33% | ||
| 4 | ISHARES TR | 821,389 | 23,582,000 | 8.71% | ||
| 5 | VANGUARD BD INDEX FDS | 279,163 | 22,545,000 | 8.33% | ||
| 6 | VANGUARD CHARLOTTE FDS | 260,003 | 13,749,000 | 5.08% | ||
| 7 | SCHWAB STRATEGIC TR | 411,375 | 11,741,000 | 4.34% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 240,966 | 7,882,000 | 2.91% | ||
| 9 | VANGUARD MALVERN FDS | 160,033 | 7,738,000 | 2.86% | ||
| 10 | ISHARES TR | 96,945 | 7,285,000 | 2.69% | ||
| 11 | SCHWAB INTERNATIONAL EQUITY ETF | 225,616 | 6,218,000 | 2.30% | ||
| 12 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 201,081 | 5,797,000 | 2.14% | ||
| 13 | VANGUARD TAX-MANAGED FDS | 154,602 | 5,677,000 | 2.10% | ||
| 14 | SCHWAB SHORT-TERM US TREASURY ETF | 111,748 | 5,637,000 | 2.08% | ||
| 15 | SCHWAB US AGGREGATE BOND ETF | 109,037 | 5,615,000 | 2.07% | ||
| 16 | SCHWAB EMERGING MARKETS EQUITY ETF | 147,545 | 2,879,000 | 1.06% | ||
| 17 | SPDR INDEX SHS FDS | 68,065 | 2,567,000 | 0.95% | ||
| 18 | SCHWAB U.S. REIT ETF | 59,833 | 2,372,000 | 0.88% | ||
| 19 | ISHARES TR | 21,004 | 2,313,000 | 0.85% | ||
| 20 | VANGUARD INDEX FDS | 19,628 | 2,088,000 | 0.77% | ||
| 21 | ISHARES TR | 7,996 | 1,638,000 | 0.61% | ||
| 22 | ISHARES TR | 10,500 | 1,463,000 | 0.54% | ||
| 23 | SPDR S&P 500 ETF TR | 7,079 | 1,443,000 | 0.53% | ||
| 24 | VANGUARD INTL EQUITY INDEX F | 31,978 | 1,388,000 | 0.51% | ||
| 25 | APPLE INC | 12,636 | 1,330,000 | 0.49% | ||
| 26 | ISHARES TR | 11,473 | 1,292,000 | 0.48% | ||
| 27 | KANSAS CITY SOUTHERN | 16,463 | 1,229,000 | 0.45% | ||
| 28 | ISHARES TR | 11,242 | 1,189,000 | 0.44% | ||
| 29 | ISHARES RUSSELL 1000 ETF | 9,081 | 1,029,000 | 0.38% | ||
| 30 | PIMCO ETF TRUST 1-5 US TIP IDX ETF | 18,628 | 956,000 | 0.35% | ||
| 31 | SPDR INDEX SHS FDS | 38,545 | 914,000 | 0.34% | ||
| 32 | ISHARES TR | 4,954 | 793,000 | 0.29% | ||
| 33 | SPDR INDEX SHS FDS | 20,331 | 678,000 | 0.25% | ||
| 34 | GREAT PLAINS ENERGY INC | 22,855 | 624,000 | 0.23% | ||
| 35 | VANGUARD INDEX FDS | 7,797 | 622,000 | 0.23% | ||
| 36 | VANGUARD SCOTTSDALE FDS | 6,770 | 535,000 | 0.20% | ||
| 37 | VANGUARD INDEX FDS | 5,088 | 531,000 | 0.20% | ||
| 38 | SPDR INDEX SHS FDS | 13,924 | 447,000 | 0.17% | ||
| 39 | EXXON MOBIL CORP | 5,447 | 425,000 | 0.16% | ||
| 40 | HENRY JACK & ASSOC INC COM | 5,213 | 407,000 | 0.15% | ||
| 41 | ISHARES RUSSELL 3000 ETF | 3,232 | 389,000 | 0.14% | ||
| 42 | SPDR S&P MIDCAP 400 ETF TR | 1,482 | 376,000 | 0.14% | ||
| 43 | VALSPAR CORP | 4,000 | 332,000 | 0.12% | ||
| 44 | CERNER CORP | 4,467 | 269,000 | 0.10% | ||
| 45 | ISHARES TR | 2,635 | 262,000 | 0.10% | ||
| 46 | VANGUARD INTL EQUITY INDEX F | 5,120 | 262,000 | 0.10% | ||
| 47 | ALPHABET INC | 325 | 247,000 | 0.09% | ||
| 48 | AT&T INC | 7,188 | 247,000 | 0.09% | ||
| 49 | ISHARES TR | 2,156 | 236,000 | 0.09% | ||
| 50 | BANK AMER CORP | 13,531 | 228,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001607045-16-000048, filed 2016.02.08).
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.
