Location: Kansas City, MO
CIK: 0001534561 · Show all filings
Period: Q4 2019 (← Previous) (Next →)
Filing Date: Feb 10, 2020
Total Value: $1.219B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 441,649 | $130M | 10.6% | $293.65 * | $43.05 | +64.6% | COM | 037833100 |
| UNH | UNITEDHEALTH GROUP I | 413,588 | $122M | 10.0% | $293.98 * | $217.09 | +22.8% | COM | 91324P102 |
| CNC | CENTENE CORP DEL | 1,148,642 | $72.22M | 5.9% | $62.87 | $52.47 | +19.8% | COM | 15135B101 |
| BRK/A | BERKSHIRE HATHAWAY I | 166 | $56.37M | 4.6% | $339590.36 | $245098.25 | +38.6% | COM | 084670108 |
| ELAN | ELANCO ANIMAL HEALTH | 1,772,436 | $52.2M | 4.3% | $29.45 | $28.44 | +3.6% | COM | 28414H103 |
| NVDA | NVIDIA CORP | 190,755 | $44.88M | 3.7% | $235.30 * | $4.12 | +42.3% | COM | 67066G104 |
| NXPI | NXP SEMICONDUCTORS N | 339,072 | $43.15M | 3.5% | $127.26 * | $74.87 | +53.7% | COM | N6596X109 |
| Z | ZILLOW GROUP INC | 870,361 | $39.98M | 3.3% | $45.94 | $39.79 | +15.4% | COM | 98954M200 |
| GOOG | ALPHABET INC | 27,951 | $37.34M | 3.1% | $1335.91 * | $58.86 | +12.7% | COM | 02079K107 |
| HUM | HUMANA INC | 100,204 | $36.73M | 3.0% | $366.52 * | $270.99 | +28.3% | COM | 444859102 |
| AMZN | AMAZON COM INC | 18,505 | $34.19M | 2.8% | $1847.82 * | $81.94 | +12.8% | COM | 023135106 |
| MA | MASTERCARD INC | 92,348 | $27.57M | 2.3% | $298.59 * | $193.90 | +48.9% | COM | 57636Q104 |
| V | VISA INC | 142,332 | $26.74M | 2.2% | $187.90 * | $132.57 | +35.9% | COM | 92826C839 |
| EA | ELECTRONIC ARTS INC | 216,560 | $23.28M | 1.9% | $107.51 * | $92.67 | +12.8% | COM | 285512109 |
| IWM | ISHARES TR RUSSELL 2000 ETF | 102,900 | $17.05M | 1.4% | $165.67 | $140.70 | +17.7% | ETF | 464287655 |
| COST | COSTCO WHSL CORP NEW | 49,220 | $14.47M | 1.2% | $293.93 * | $202.84 | +32.5% | COM | 22160K105 |
| PTON | PELOTON INTERACTIVE | 466,552 | $13.25M | 1.1% | $28.40 | $26.94 | +5.4% | COM | 70614W100 |
| SBUX | STARBUCKS CORP | 147,330 | $12.95M | 1.1% | $87.92 * | $46.17 | +66.7% | COM | 855244109 |
| — | WELLCARE HEALTH PLAN | 38,100 | $12.58M | 1.0% | $330.21 | $277.22 | — | COM | 94946T106 |
| BRK/B | BERKSHIRE HATHAWAY I | 54,556 | $12.36M | 1.0% | $226.50 | $202.04 | +12.1% | COM | 084670702 |
| XLY | SELECT SECTOR SPDR T SBI CONS DISCR | 95,790 | $12.01M | 1.0% | $125.42 * | $53.17 | +17.9% | ETF | 81369Y407 |
| PG | PROCTER & GAMBLE CO | 95,700 | $11.95M | 1.0% | $124.90 * | $61.33 | +75.4% | COM | 742718109 |
| BX | BLACKSTONE GROUP INC | 212,514 | $11.89M | 1.0% | $55.94 * | $39.50 | +15.3% | COM | 09260D107 |
| MSFT | MICROSOFT CORP | 71,740 | $11.31M | 0.9% | $157.69 * | $80.45 | +86.1% | COM | 594918104 |
| LLY | LILLY ELI & CO | 85,786 | $11.28M | 0.9% | $131.43 * | $69.16 | +76.8% | COM | 532457108 |
| CHTR | CHARTER COMMUNICATIO | 21,387 | $10.37M | 0.9% | $485.06 | $287.35 | +68.8% | COM | 16119P108 |
| JPM | JPMORGAN CHASE & CO | 73,961 | $10.31M | 0.8% | $139.40 * | $87.04 | +35.7% | COM | 46625H100 |
| LOW | LOWES COS INC | 84,525 | $10.12M | 0.8% | $119.76 * | $66.90 | +60.4% | COM | 548661107 |
| CCI | CROWN CASTLE INTL CO | 69,600 | $9.894M | 0.8% | $142.16 * | $90.65 | +20.6% | COM | 22822V101 |
| PEP | PEPSICO INC | 72,311 | $9.883M | 0.8% | $136.67 * | $72.42 | +57.2% | COM | 713448108 |
| INTC | INTEL CORP | 164,230 | $9.829M | 0.8% | $59.85 * | $29.61 | +78.3% | COM | 458140100 |
| NFLX | NETFLIX INC | 30,348 | $9.82M | 0.8% | $323.58 * | $31.29 | +3.4% | COM | 64110L106 |
| CSCO | CISCO SYS INC | 203,024 | $9.737M | 0.8% | $47.96 * | $34.28 | +16.1% | COM | 17275R102 |
| MCD | MCDONALDS CORP | 48,582 | $9.6M | 0.8% | $197.60 * | $82.36 | +108.8% | COM | 580135101 |
| VFC | V F CORP | 95,885 | $9.556M | 0.8% | $99.66 | $51.36 | +94.0% | COM | 918204108 |
| LMT | LOCKHEED MARTIN CORP | 24,121 | $9.392M | 0.8% | $389.37 * | $204.31 | +62.0% | COM | 539830109 |
| OGE | OGE ENERGY CORP | 209,515 | $9.317M | 0.8% | $44.47 | $31.58 | +40.8% | COM | 670837103 |
| VZ | VERIZON COMMUNICATIO | 149,118 | $9.156M | 0.8% | $61.40 * | $29.04 | +50.1% | COM | 92343V104 |
| TXN | TEXAS INSTRS INC | 70,117 | $8.995M | 0.7% | $128.29 * | $87.73 | +23.2% | COM | 882508104 |
| CSGP | COSTAR GROUP INC | 14,770 | $8.837M | 0.7% | $598.31 * | $41.31 | +44.8% | COM | 22160N109 |
| — | UNITED TECHNOLOGIES | 58,833 | $8.811M | 0.7% | $149.76 | $99.92 | — | COM | 913017109 |
| LBRDK | LIBERTY BROADBAND CO | 69,844 | $8.783M | 0.7% | $125.75 * | $79.51 | +48.1% | COM | 530307305 |
| HON | HONEYWELL INTL INC | 49,236 | $8.715M | 0.7% | $177.00 * | $75.29 | +95.5% | COM | 438516106 |
| TROW | PRICE T ROWE GROUP I | 69,890 | $8.515M | 0.7% | $121.83 * | $52.79 | +79.8% | COM | 74144T108 |
| BA | BOEING CO | 26,045 | $8.484M | 0.7% | $325.74 | $158.09 | +104.8% | COM | 097023105 |
| JNJ | JOHNSON & JOHNSON | 58,018 | $8.463M | 0.7% | $145.87 * | $87.70 | +40.5% | COM | 478160104 |
| ZTS | ZOETIS INC | 63,582 | $8.415M | 0.7% | $132.35 * | $85.91 | +46.5% | COM | 98978V103 |
| BUD | ANHEUSER BUSCH INBEV | 99,964 | $8.201M | 0.7% | $82.04 | $76.60 | +7.1% | COM | 03524A108 |
| EPD | ENTERPRISE PRODS PAR | 291,067 | $8.196M | 0.7% | $28.16 | $26.47 | — | COM | 293792107 |
| DIS | DISNEY WALT CO | 56,145 | $8.12M | 0.7% | $144.63 * | $101.07 | +39.8% | COM | 254687106 |
| TRV | TRAVELERS COMPANIES | 58,963 | $8.075M | 0.7% | $136.95 * | $91.58 | +31.6% | COM | 89417E109 |
| DUK | DUKE ENERGY CORP NEW | 88,037 | $8.03M | 0.7% | $91.21 * | $51.43 | +39.7% | COM | 26441C204 |
| UPS | UNITED PARCEL SERVIC | 67,221 | $7.869M | 0.6% | $117.06 * | $69.43 | +32.7% | COM | 911312106 |
| IWO | ISHARES TR RUSSELL 200 GRW | 34,000 | $7.283M | 0.6% | $214.21 | $182.54 | +17.4% | ETF | 464287648 |
| CM | CDN IMPERIAL BK COMM | 79,150 | $6.585M | 0.5% | $83.20 * | $28.25 | +11.6% | COM | 136069101 |
| MMM | 3M CO | 35,395 | $6.244M | 0.5% | $176.41 * | $108.26 | +9.3% | COM | 88579Y101 |
| VEEV | VEEVA SYS INC | 43,727 | $6.151M | 0.5% | $140.67 | $64.64 | +117.6% | COM | 922475108 |
| — | LIBERTY MEDIA CORP SER C | 131,112 | $6.027M | 0.5% | $45.97 | $32.72 | — | COM | 531229854 |
| — | LIBERTY MEDIA CORP C SIRIUSXM | 122,659 | $5.905M | 0.5% | $48.14 | $42.68 | — | COM | 531229607 |
| IJR | ISHARES TR CORE S&P SCP | 66,060 | $5.539M | 0.5% | $83.85 | $81.30 | +3.1% | ETF | 464287804 |
| FDX | FEDEX CORP | 29,000 | $4.385M | 0.4% | $151.21 * | $164.58 | -17.8% | COM | 31428X106 |
| VOO | VANGUARD INDEX FDS S&P 500 | 14,538 | $4.3M | 0.4% | $295.78 | $222.78 | +32.8% | ETF | 922908363 |
| VTWO | VANGUARD SCOTTSDALE RUS 2000 | 27,149 | $3.615M | 0.3% | $133.15 * | $67.83 | -1.8% | ETF | 92206C664 |
| VYM | VANGUARD WHITEHALL HIGH DIV YLD | 35,622 | $3.338M | 0.3% | $93.71 | $76.64 | +22.3% | ETF | 921946406 |
| CFFN | CAPITOL FED FINL INC | 200,000 | $2.746M | 0.2% | $13.73 * | $5.64 | +63.9% | COM | 14057J101 |
| VEA | VANGUARD TAX MANAGED FTSE DEV MKT | 45,777 | $2.017M | 0.2% | $44.06 | $45.14 | -2.4% | ETF | 921943858 |
| SPDW | SPDR INDEX SHS FDS PORT DEVLPD | 57,989 | $1.818M | 0.1% | $31.35 | $31.62 | -0.8% | ETF | 78463X889 |
| SPYM | SPDR SERIES TRUST LR ETF | 45,244 | $1.711M | 0.1% | $37.82 | $32.44 | +16.6% | ETF | 78464A854 |
| FLRN | SPDR SERIES TRUST BLOOMBERG BRC | 41,398 | $1.272M | 0.1% | $30.73 | $30.70 | +0.1% | ETF | 78468R200 |
| — | ELDORADO RESORTS INC | 15,000 | $895K | 0.1% | $59.67 | $39.87 | — | COM | 28470R102 |
| SPEM | SPDR INDEX SHS FDS PORTFOLIO EMG MKT | 23,289 | $875K | 0.1% | $37.57 | $36.47 | +3.1% | ETF | 78463X509 |
| IEMG | ISHARES INC CORE MSCI EMKT | 15,488 | $833K | 0.1% | $53.78 | $55.83 | -3.7% | ETF | 46434G103 |
| VWO | VANGUARD INTL EQUITY FTSE EMR MKT | 17,213 | $765K | 0.1% | $44.44 | $42.50 | +4.6% | ETF | 922042858 |
| ORLY | O REILLY AUTOMOTIVE | 1,470 | $644K | 0.1% | $438.10 * | $28.61 | +2.1% | COM | 67103H107 |
| SPY | SPDR S&P 500 ETF TR | 1,954 | $629K | 0.1% | $321.90 | $260.05 | +23.8% | ETF | 78462F103 |
| BND | VANGUARD BD INDEX FD TOTAL BND | 6,880 | $577K | 0.0% | $83.87 | $81.65 | +2.7% | ETF | 921937835 |
| SPSM | SPDR SERIES TRUST SM ETF | 17,197 | $561K | 0.0% | $32.62 | $32.06 | +1.8% | ETF | 78468R853 |
| VTI | VANGUARD INDEX FDSTOTAL STK | 3,415 | $559K | 0.0% | $163.69 | $117.73 | +39.0% | ETF | 922908769 |
| DVY | ISHARES TR SELECT DIVID | 5,173 | $547K | 0.0% | $105.74 | $78.92 | +33.9% | ETF | 464287168 |
| VEU | VANGUARD INTL EQUITY ALL WRLD | 9,292 | $499K | 0.0% | $53.70 | $46.76 | +14.9% | ETF | 922042775 |
| SPYD | SPDR SERIES TRUST S&P 500 HI | 10,676 | $421K | 0.0% | $39.43 | $37.69 | +4.7% | ETF | 78468R788 |
| BAC | BANK AMER CORP | 11,856 | $418K | 0.0% | $35.26 * | $22.75 | +33.6% | COM | 060505104 |
| C | CITIGROUP INC | 4,728 | $378K | 0.0% | $79.95 * | $45.20 | +42.1% | COM | 172967424 |
| WMT | WALMART INC | 2,572 | $306K | 0.0% | $118.97 * | $27.12 | +34.2% | COM | 931142103 |
| MOAT | VANECK VECTORS ETF MORNING WIDE | 5,369 | $294K | 0.0% | $54.76 | $49.02 | +11.8% | ETF | 92189F643 |
| EMB | ISHARES TR JP MORGAN USD EMG | 1,965 | $225K | 0.0% | $114.50 | $115.44 | -0.8% | ETF | 464288281 |
| — | ALPS ETF TR | 16,010 | $136K | 0.0% | $8.49 | $13.62 | — | COM | 00162Q866 |