Location: Kansas City, MO
CIK: 0001534561 · Show all filings
Period: Q1 2020 (← Previous) (Next →)
Filing Date: Apr 28, 2020
Total Value: $1.152B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | 2,509,809 | $149M | 12.9% | $59.41 | $56.92 | +4.4% | COM | 15135B101 |
| UNH | UNITEDHEALTH GROUP I | 567,055 | $141M | 12.3% | $249.38 * | $225.92 | +0.5% | COM | 91324P102 |
| AAPL | APPLE INC | 454,621 | $116M | 10.0% | $254.29 * | $43.85 | +40.3% | COM | 037833100 |
| ELAN | ELANCO ANIMAL HEALTH | 3,045,540 | $68.19M | 5.9% | $22.39 | $28.00 | -20.0% | COM | 28414H103 |
| ORLY | O REILLY AUTOMOTIVE | 218,022 | $65.64M | 5.7% | $301.05 * | $25.58 | -21.5% | COM | 67103H107 |
| GOOG | ALPHABET INC | 56,391 | $65.57M | 5.7% | $1162.81 * | $63.14 | -8.6% | COM | 02079K107 |
| EA | ELECTRONIC ARTS INC | 578,556 | $57.95M | 5.0% | $100.17 * | $98.71 | -1.3% | COM | 285512109 |
| HUM | HUMANA INC | 157,005 | $49.3M | 4.3% | $314.02 * | $288.71 | +3.4% | COM | 444859102 |
| AMZN | AMAZON COM INC | 18,749 | $36.55M | 3.2% | $1949.70 * | $82.13 | +18.7% | COM | 023135106 |
| Z | ZILLOW GROUP INC | 941,927 | $33.93M | 2.9% | $36.02 | $40.28 | -10.6% | COM | 98954M200 |
| PTON | PELOTON INTERACTIVE | 1,016,801 | $27M | 2.3% | $26.55 | $27.41 | -3.1% | COM | 70614W100 |
| MSFT | MICROSOFT CORP | 133,527 | $21.06M | 1.8% | $157.71 * | $115.56 | +29.9% | COM | 594918104 |
| CHTR | CHARTER COMMUNICATIO | 32,116 | $14.01M | 1.2% | $436.32 | $354.74 | +23.0% | COM | 16119P108 |
| LLY | LILLY ELI & CO | 87,330 | $12.11M | 1.1% | $138.72 * | $70.20 | +84.8% | COM | 532457108 |
| LBRDK | LIBERTY BROADBAND COM SER C | 107,265 | $11.88M | 1.0% | $110.72 * | $92.42 | +12.2% | COM | 530307305 |
| IWM | ISHARES TR RUSSELL 2000 | 102,900 | $11.78M | 1.0% | $114.46 | $140.70 | -18.7% | ETF | 464287655 |
| PG | PROCTER & GAMBLE CO | 97,257 | $10.7M | 0.9% | $110.00 * | $62.01 | +53.7% | COM | 742718109 |
| CCI | CROWN CASTLE INTL CO | 73,384 | $10.6M | 0.9% | $144.40 * | $91.90 | +21.8% | COM | 22822V101 |
| CSGP | COSTAR GROUP INC | 17,575 | $10.32M | 0.9% | $587.20 * | $45.12 | +30.1% | COM | 22160N109 |
| SBUX | STARBUCKS CORP | 153,250 | $10.07M | 0.9% | $65.74 * | $47.12 | +22.7% | COM | 855244109 |
| BX | BLACKSTONE GROUP INC | 220,609 | $10.05M | 0.9% | $45.57 * | $39.71 | -5.7% | COM | 09260D107 |
| INTC | INTEL CORP | 167,893 | $9.086M | 0.8% | $54.12 * | $30.10 | +59.4% | COM | 458140100 |
| PEP | PEPSICO INC | 73,891 | $8.874M | 0.8% | $120.10 * | $73.29 | +37.4% | COM | 713448108 |
| CSCO | CISCO SYS INC | 214,807 | $8.444M | 0.7% | $39.31 * | $34.42 | -4.5% | COM | 17275R102 |
| ZTS | ZOETIS INC | 71,662 | $8.434M | 0.7% | $117.69 * | $90.35 | +24.0% | COM | 98978V103 |
| LMT | LOCKHEED MARTIN CORP | 24,803 | $8.407M | 0.7% | $338.95 * | $207.90 | +39.4% | COM | 539830109 |
| VEEV | VEEVA SYS INC | 53,593 | $8.38M | 0.7% | $156.36 | $79.73 | +96.1% | COM | 922475108 |
| MCD | MCDONALDS CORP | 49,555 | $8.194M | 0.7% | $165.35 * | $84.12 | +72.2% | COM | 580135101 |
| VZ | VERIZON COMMUNICATIO | 150,937 | $8.11M | 0.7% | $53.73 * | $29.18 | +32.1% | COM | 92343V104 |
| JNJ | JOHNSON & JOHNSON | 61,674 | $8.087M | 0.7% | $131.12 * | $89.62 | +24.4% | COM | 478160104 |
| LOW | LOWES COS INC | 86,866 | $7.475M | 0.6% | $86.05 * | $67.74 | +14.4% | COM | 548661107 |
| TXN | TEXAS INSTRS INC | 73,485 | $7.343M | 0.6% | $99.93 * | $88.37 | -4.0% | COM | 882508104 |
| DUK | DUKE ENERGY CORP NEW | 89,043 | $7.202M | 0.6% | $80.88 * | $51.67 | +24.5% | COM | 26441C204 |
| TROW | PRICE T ROWE GROUP I | 72,946 | $7.123M | 0.6% | $97.65 * | $54.58 | +40.7% | COM | 74144T108 |
| NXPI | NXP SEMICONDUCTORS N | 84,624 | $7.018M | 0.6% | $82.93 * | $74.87 | +0.6% | COM | N6596X109 |
| JPM | JPMORGAN CHASE & CO | 77,182 | $6.949M | 0.6% | $90.03 * | $87.73 | -12.5% | COM | 46625H100 |
| HON | HONEYWELL INTL INC | 51,913 | $6.945M | 0.6% | $133.78 * | $78.45 | +42.6% | COM | 438516106 |
| OGE | OGE ENERGY CORP | 213,255 | $6.553M | 0.6% | $30.73 | $31.73 | -3.2% | COM | 670837103 |
| UPS | UNITED PARCEL SERVIC | 68,754 | $6.423M | 0.6% | $93.42 * | $69.71 | +6.6% | COM | 911312106 |
| TRV | TRAVELERS COMPANIES | 61,879 | $6.148M | 0.5% | $99.36 * | $92.43 | -4.8% | COM | 89417E109 |
| — | UNITED TECHNOLOGIES | 60,677 | $5.724M | 0.5% | $94.34 | $99.75 | — | COM | 913017109 |
| IWO | ISHARES TR RUS 200 GRW | 34,000 | $5.378M | 0.5% | $158.18 | $182.54 | -13.3% | ETF | 464287648 |
| VFC | V F CORP | 95,351 | $5.157M | 0.4% | $54.08 | $51.36 | +5.3% | COM | 918204108 |
| NKE | NIKE INC | 59,588 | $4.93M | 0.4% | $82.73 * | $85.89 | -10.9% | COM | 654106103 |
| SPGI | S&P GLOBAL INC | 19,991 | $4.899M | 0.4% | $245.06 * | $261.18 | -10.5% | COM | 78409V104 |
| MMM | 3M CO | 35,312 | $4.82M | 0.4% | $136.50 * | $108.26 | -14.7% | COM | 88579Y101 |
| CM | CANADIAN IMP BK COMM | 78,631 | $4.558M | 0.4% | $57.97 * | $28.25 | -20.8% | COM | 136069101 |
| EPD | ENTERPRISE PRODS PAR | 308,950 | $4.418M | 0.4% | $14.30 | $25.77 | — | COM | 293792107 |
| IJR | ISHARES TR CORE S&P SCP | 66,060 | $3.707M | 0.3% | $56.12 | $81.30 | -31.0% | ETF | 464287804 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | 14,538 | $3.443M | 0.3% | $236.83 | $222.78 | +6.3% | ETF | 922908363 |
| — | CROSSFIRST BANKSHARE | 350,878 | $2.947M | 0.3% | $8.40 | $8.40 | — | COM | 22766M109 |
| VTWO | VANGUARD SCOTTSDALE RUS2000IDX | 27,149 | $2.503M | 0.2% | $92.19 * | $67.83 | -32.0% | ETF | 92206C664 |
| CFFN | CAPITOL FED FINL INC | 200,000 | $2.322M | 0.2% | $11.61 * | $5.64 | +39.5% | COM | 14057J101 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | 16,406 | $2.115M | 0.2% | $128.92 | $146.94 | -12.3% | ETF | 922908769 |
| VYM | VANGUARD WHITEHALL HIGH DIV YLD | 28,259 | $1.999M | 0.2% | $70.74 | $76.64 | -7.7% | ETF | 921946406 |
| SPDW | SPDR INDEX SHS FDS PORTFOLIO DEVLPD | 57,242 | $1.37M | 0.1% | $23.93 | $31.62 | -24.3% | ETF | 78463X889 |
| SPYM | SPDR SERIES TRUST PORTFOLIO LR ETF | 43,839 | $1.326M | 0.1% | $30.25 | $32.44 | -6.7% | ETF | 78464A854 |
| NVDA | NVIDIA CORP | 5,012 | $1.321M | 0.1% | $263.57 * | $4.12 | +59.5% | COM | 67066G104 |
| FLRN | SPDR SERIES TRUST BLOOMBERG BRC | 43,610 | $1.282M | 0.1% | $29.40 | $30.67 | -4.2% | ETF | 78468R200 |
| DIS | DISNEY WALT CO | 9,628 | $930K | 0.1% | $96.59 * | $101.07 | -6.6% | COM | 254687106 |
| COST | COSTCO WHSL CORP NEW | 3,244 | $925K | 0.1% | $285.14 * | $202.84 | +28.8% | COM | 22160K105 |
| MA | MASTERCARD INC | 3,709 | $896K | 0.1% | $241.57 * | $193.90 | +20.6% | COM | 57636Q104 |
| VEA | VANGUARD TAX MANAGED FTSE DEV MKT | 26,017 | $867K | 0.1% | $33.32 | $45.14 | -26.1% | ETF | 921943858 |
| V | VISA INC | 5,287 | $852K | 0.1% | $161.15 * | $132.57 | +16.7% | COM | 92826C839 |
| SPEM | SPDR INDEX SHS FDS PORTFOLIO EMG MKT | 22,869 | $651K | 0.1% | $28.47 | $36.47 | -22.0% | ETF | 78463X509 |
| BND | VANGUARD BD INDEX FD TOTAL BND MRKT | 7,120 | $608K | 0.1% | $85.39 | $81.77 | +4.4% | ETF | 921937835 |
| VWO | VANGUARD INTL EQUITY FTSE EMR MKT | 16,572 | $556K | 0.0% | $33.55 | $42.50 | -21.1% | ETF | 922042858 |
| SPY | SPDR S&P 500 ETF TR UNIT | 1,954 | $504K | 0.0% | $257.93 | $260.05 | -0.9% | ETF | 78462F103 |
| BRK/B | BERKSHIRE HATHAWAY I | 2,498 | $457K | 0.0% | $182.95 | $202.04 | -9.5% | COM | 084670702 |
| VEU | VANGUARD INTL EQUITY ALL WRLD EX US | 9,293 | $381K | 0.0% | $41.00 | $46.76 | -12.3% | ETF | 922042775 |
| SPSM | SPDR SERIES TRUST PORTFOLIO SM ETF | 16,352 | $357K | 0.0% | $21.83 | $32.06 | -31.9% | ETF | 78468R853 |
| DVY | ISHARES TR SELECT DIVD ETF | 4,533 | $333K | 0.0% | $73.46 | $78.92 | -6.8% | ETF | 464287168 |
| WMT | WALMART INC | 2,752 | $313K | 0.0% | $113.74 * | $27.66 | +26.4% | COM | 931142103 |
| BAC | BK OF AMERICA CORP | 12,916 | $274K | 0.0% | $21.21 * | $23.01 | -19.9% | COM | 060505104 |
| SPYD | SPDR SERIES TRUST PRTFLO S&P 500 HI | 10,682 | $263K | 0.0% | $24.62 | $37.69 | -34.7% | ETF | 78468R788 |
| IEMG | ISHARES INC CORE MSCI EMKT | 5,488 | $222K | 0.0% | $40.45 | $55.83 | -27.5% | ETF | 46434G103 |
| — | ELDORADO RESORTS INC | 15,000 | $216K | 0.0% | $14.40 | $39.87 | — | COM | 28470R102 |
| C | CITIGROUP INC | 4,838 | $204K | 0.0% | $42.17 * | $45.40 | -24.9% | COM | 172967424 |
| — | ALPS ETF TR | 13,508 | $46,000 | 0.0% | $3.41 | $13.62 | — | COM | 00162Q866 |