| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CREDIT SUISSE AG NASSAU BRH | 30,000 | 65,000 | 0.02% | ||
| 2 | BANK AMER CORP | 11,032 | 146,000 | 0.05% | ||
| 3 | W T OFFSHORE INC | 80,000 | 186,000 | 0.06% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 3,832 | 207,000 | 0.07% | ||
| 5 | VALSPAR CORP | 2,000 | 216,000 | 0.07% | ||
| 6 | BERKSHIRE HATHAWAY INC DEL | 1,508 | 218,000 | 0.07% | ||
| 7 | ISHARES TR | 2,170 | 224,000 | 0.08% | ||
| 8 | ALPHABET INC | 330 | 228,000 | 0.08% | ||
| 9 | WESTAR ENERGY | 4,444 | 249,000 | 0.08% | ||
| 10 | ISHARES TR | 2,156 | 252,000 | 0.09% | ||
| 11 | ISHARES TR | 2,598 | 261,000 | 0.09% | ||
| 12 | CERNER CORP | 4,467 | 262,000 | 0.09% | ||
| 13 | SCHWAB US DIVIDEND EQUITY ETF | 7,875 | 326,000 | 0.11% | ||
| 14 | AT&T INC | 7,702 | 333,000 | 0.11% | ||
| 15 | PROCTER AND GAMBLE CO | 4,072 | 345,000 | 0.12% | ||
| 16 | SPDR S&P MIDCAP 400 ETF TR | 1,357 | 369,000 | 0.13% | ||
| 17 | SPDR INDEX SHS FDS | 10,067 | 374,000 | 0.13% | ||
| 18 | ISHARES RUSSELL 3000 ETF | 3,232 | 401,000 | 0.14% | ||
| 19 | HENRY JACK & ASSOC INC | 5,213 | 455,000 | 0.15% | ||
| 20 | SPDR INDEX SHS FDS | 17,072 | 460,000 | 0.16% | ||
| 21 | VANGUARD INDEX FDS | 4,741 | 508,000 | 0.17% | ||
| 22 | EXXON MOBIL CORP | 5,447 | 511,000 | 0.17% | ||
| 23 | VANGUARD INDEX FDS | 6,044 | 536,000 | 0.18% | ||
| 24 | SPDR INDEX SHS FDS | 16,333 | 575,000 | 0.19% | ||
| 25 | GREAT PLAINS ENERGY INC | 24,313 | 739,000 | 0.25% | ||
| 26 | ISHARES TR | 4,758 | 800,000 | 0.27% | ||
| 27 | ISHARES TR | 7,078 | 815,000 | 0.28% | ||
| 28 | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | 17,223 | 910,000 | 0.31% | ||
| 29 | APPLE INC | 10,463 | 1,000,000 | 0.34% | ||
| 30 | ISHARES RUSSELL 1000 ETF | 8,933 | 1,044,000 | 0.35% | ||
| 31 | ISHARES TR | 11,527 | 1,325,000 | 0.45% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 31,383 | 1,345,000 | 0.46% | ||
| 33 | KANSAS CITY SOUTHERN | 16,163 | 1,456,000 | 0.49% | ||
| 34 | SPDR S&P 500 ETF TR | 6,995 | 1,465,000 | 0.50% | ||
| 35 | ISHARES TR | 10,599 | 1,583,000 | 0.54% | ||
| 36 | ISHARES TR | 7,826 | 1,647,000 | 0.56% | ||
| 37 | VANGUARD INDEX FDS | 18,913 | 2,027,000 | 0.69% | ||
| 38 | ISHARES TR | 20,331 | 2,363,000 | 0.80% | ||
| 39 | SCHWAB U.S. REIT ETF | 61,375 | 2,666,000 | 0.90% | ||
| 40 | SPDR INDEX SHS FDS | 75,043 | 2,954,000 | 1.00% | ||
| 41 | SCHWAB EMERGING MARKETS EQUITY ETF | 167,766 | 3,572,000 | 1.21% | ||
| 42 | VANGUARD TAX-MANAGED FDS | 148,240 | 5,242,000 | 1.78% | ||
| 43 | SCHWAB SHORT-TERM US TREASURY ETF | 115,540 | 5,888,000 | 2.00% | ||
| 44 | SCHWAB US AGGREGATE BOND ETF | 109,877 | 5,903,000 | 2.00% | ||
| 45 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 217,269 | 6,256,000 | 2.12% | ||
| 46 | SCHWAB INTERNATIONAL EQUITY ETF | 245,970 | 6,668,000 | 2.26% | ||
| 47 | VANGUARD MALVERN FDS | 146,789 | 7,263,000 | 2.46% | ||
| 48 | ISHARES TR | 95,620 | 8,154,000 | 2.76% | ||
| 49 | VANGUARD INTL EQUITY INDEX F | 262,419 | 9,245,000 | 3.13% | ||
| 50 | SCHWAB STRATEGIC TR | 435,665 | 13,082,000 | 4.43% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001607045-16-000068, filed 2016.08.03).
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.
