Canvas Wealth Advisors, LLC Diversified Active

Location: Shawnee, KS

CIK: 0001858782 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value: $550M (100.0% shares, 0.0% debt)

Holdings (214)

MSFT MICROSOFT CORP 5.9%
Value $32.25M Shares 62,340 Est. Cost $271.16 Unrealized +87.6%
CTOS CUSTOM TRUCK ONE SOURCE INC 5.6%
Value $30.95M Shares 4,746,717 Est. Cost $6.25 Unrealized -7.3%
GOOGL ALPHABET INC 5.4%
Value $29.43M Shares 119,970 Est. Cost $128.22 Unrealized +63.2%
AAPL APPLE INC 5.0%
Value $27.66M Shares 107,212 Est. Cost $144.04 Unrealized +56.6%
ITOT ISHARES TR 4.5%
Value $24.96M Shares 170,398 Est. Cost $104.38 Unrealized
NVDA NVIDIA CORPORATION 4.2%
Value $22.96M Shares 122,362 Est. Cost $109.14 Unrealized +59.7%
PLTR PALANTIR TECHNOLOGIES INC 3.9%
Value $21.68M Shares 125,267 Est. Cost $11.79 Unrealized +1274.7%
IVV ISHARES TR 3.5%
Value $19.34M Shares 28,764 Est. Cost $541.32 Unrealized
AMZN AMAZON COM INC 3.3%
Value $17.96M Shares 81,799 Est. Cost $146.16 Unrealized +54.9%
UBER UBER TECHNOLOGIES INC 3.3%
Value $17.93M Shares 185,601 Est. Cost $42.88 Unrealized +118.1%
TSLA TESLA INC 3.2%
Value $17.7M Shares 41,179 Est. Cost $250.96 Unrealized +38.2%
IUSG ISHARES TR 3.0%
Value $16.71M Shares 101,252 Est. Cost $89.93 Unrealized
GSLC GOLDMAN SACHS ETF TR 2.6%
Value $14.41M Shares 110,314 Est. Cost $88.41 Unrealized
AVDE AMERICAN CENTY ETF TR 2.1%
Value $11.63M Shares 145,440 Est. Cost $61.44 Unrealized
SCHD SCHWAB STRATEGIC TR 2.0%
Value $11.25M Shares 410,502 Est. Cost $39.83 Unrealized
IJR ISHARES TR 2.0%
Value $11.07M Shares 92,230 Est. Cost $106.63 Unrealized
VOO VANGUARD INDEX FDS 1.8%
Value $9.95M Shares 16,171 Est. Cost $431.12 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.8%
Value $9.698M Shares 58,894 Est. Cost $98.13 Unrealized +64.4%
PANW PALO ALTO NETWORKS INC 1.5%
Value $8.11M Shares 39,142 Est. Cost $166.31 Unrealized +15.1%
IUSV ISHARES TR 1.3%
Value $7.259M Shares 72,145 Est. Cost $77.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $6.66M Shares 13,354 Est. Cost $312.57 Unrealized +55.0%
IEFA ISHARES TR 1.0%
Value $5.225M Shares 58,809 Est. Cost $73.48 Unrealized
AGG ISHARES TR 0.9%
Value $5.08M Shares 50,709 Est. Cost $101.41 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.9%
Value $4.816M Shares 9,831 Est. Cost $300.70 Unrealized +51.2%
MMM 3M CO 0.8%
Value $4.632M Shares 29,195 Est. Cost $89.12 Unrealized +71.8%
CLX CLOROX CO DEL 0.8%
Value $4.286M Shares 34,788 Est. Cost $132.70 Unrealized -7.9%
VUG VANGUARD INDEX FDS 0.7%
Value $4.016M Shares 8,341 Est. Cost $261.33 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value $3.936M Shares 12,695 Est. Cost $147.60 Unrealized +100.5%
AVUS AMERICAN CENTY ETF TR 0.7%
Value $3.877M Shares 35,499 Est. Cost $77.27 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value $3.677M Shares 11,145 Est. Cost $256.09 Unrealized
BINC BLACKROCK ETF TRUST II 0.6%
Value $3.521M Shares 66,274 Est. Cost $52.55 Unrealized
AVGO BROADCOM INC 0.6%
Value $3.473M Shares 10,263 Est. Cost $159.36 Unrealized +91.9%
AVEM AMERICAN CENTY ETF TR 0.6%
Value $3.33M Shares 43,752 Est. Cost $58.06 Unrealized
FELC FIDELITY COVINGTON TRUST 0.6%
Value $3.17M Shares 84,819 Est. Cost $32.87 Unrealized
META META PLATFORMS INC 0.6%
Value $3.096M Shares 4,357 Est. Cost $361.14 Unrealized +105.8%
VB VANGUARD INDEX FDS 0.6%
Value $3.068M Shares 11,899 Est. Cost $214.35 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $3.002M Shares 4 Est. Cost $395379.30 Unrealized +83.9%
DFUS DIMENSIONAL ETF TRUST 0.5%
Value $2.951M Shares 40,545 Est. Cost $66.40 Unrealized
AVUV AMERICAN CENTY ETF TR 0.5%
Value $2.918M Shares 28,985 Est. Cost $86.33 Unrealized
MELI MERCADOLIBRE INC 0.5%
Value $2.866M Shares 1,319 Est. Cost $1714.55 Unrealized +40.0%
VXUS VANGUARD STAR FDS 0.5%
Value $2.856M Shares 38,248 Est. Cost $59.35 Unrealized
NKE NIKE INC 0.5%
Value $2.843M Shares 39,522 Est. Cost $74.05 Unrealized -0.3%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value $2.792M Shares 55,173 Est. Cost $50.47 Unrealized
GOOG ALPHABET INC 0.5%
Value $2.734M Shares 11,095 Est. Cost $133.35 Unrealized +57.4%
FBND FIDELITY MERRIMACK STR TR 0.5%
Value $2.516M Shares 54,303 Est. Cost $45.17 Unrealized
ASML ASML HOLDING N V 0.4%
Value $2.343M Shares 2,270 Est. Cost $711.71 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value $2.311M Shares 12,324 Est. Cost $157.04 Unrealized
MUB ISHARES TR 0.4%
Value $2.248M Shares 21,129 Est. Cost $108.23 Unrealized
WMT WALMART INC 0.4%
Value $2.234M Shares 21,882 Est. Cost $62.86 Unrealized +57.9%
IYW ISHARES TR 0.4%
Value $2.113M Shares 10,702 Est. Cost $93.47 Unrealized
FENI FIDELITY COVINGTON TRUST 0.3%
Value $1.855M Shares 51,804 Est. Cost $29.53 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value $1.617M Shares 1,766 Est. Cost $669.00 Unrealized +43.0%
SHYG ISHARES TR 0.3%
Value $1.428M Shares 33,152 Est. Cost $41.95 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value $1.375M Shares 4,547 Est. Cost $253.58 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $1.352M Shares 22,139 Est. Cost $47.29 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value $1.349M Shares 12,587 Est. Cost $77.65 Unrealized
SHOP SHOPIFY INC 0.2%
Value $1.339M Shares 8,310 Est. Cost $61.31 Unrealized +121.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value $1.208M Shares 1,805 Est. Cost $493.40 Unrealized
FESM FIDELITY COVINGTON TRUST 0.2%
Value $1.205M Shares 32,621 Est. Cost $33.22 Unrealized
ORCL ORACLE CORP 0.2%
Value $1.198M Shares 4,188 Est. Cost $114.47 Unrealized +122.0%
IWD ISHARES TR 0.2%
Value $1.169M Shares 5,705 Est. Cost $187.28 Unrealized
NFLX NETFLIX INC 0.2%
Value $1.166M Shares 1,011 Est. Cost $79.43 Unrealized +53.7%
LLY ELI LILLY & CO 0.2%
Value $1.159M Shares 1,380 Est. Cost $640.80 Unrealized +15.8%
IEMG ISHARES INC 0.2%
Value $1.152M Shares 17,216 Est. Cost $58.99 Unrealized
EFG ISHARES TR 0.2%
Value $1.118M Shares 9,585 Est. Cost $100.61 Unrealized
MCD MCDONALDS CORP 0.2%
Value $1.084M Shares 3,600 Est. Cost $255.68 Unrealized +17.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value $1.064M Shares 3,641 Est. Cost $125.48 Unrealized
EL LAUDER ESTEE COS INC 0.2%
Value $1.06M Shares 12,041 Est. Cost $77.68 Unrealized +13.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value $1.057M Shares 8,622 Est. Cost $121.36 Unrealized +4.5%
HD HOME DEPOT INC 0.2%
Value $1.014M Shares 2,567 Est. Cost $320.13 Unrealized +21.6%
PWR QUANTA SVCS INC 0.2%
Value $978K Shares 2,323 Est. Cost $288.64 Unrealized +34.6%
MA MASTERCARD INCORPORATED 0.2%
Value $976K Shares 1,681 Est. Cost $434.43 Unrealized +32.0%
SE SEA LTD 0.2%
Value $948K Shares 5,126 Est. Cost $47.19 Unrealized
FEMR FIDELITY COVINGTON TRUST 0.2%
Value $941K Shares 29,816 Est. Cost $30.51 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.2%
Value $938K Shares 20,653 Est. Cost $45.82 Unrealized -1.2%
BOXX EA SERIES TRUST 0.2%
Value $923K Shares 8,100 Est. Cost $112.19 Unrealized
ONEQ FIDELITY COMWLTH TR 0.2%
Value $910K Shares 10,149 Est. Cost $70.78 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value $890K Shares 4,216 Est. Cost $187.44 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value $853K Shares 9,070 Est. Cost $69.94 Unrealized +35.2%
AVIV AMERICAN CENTY ETF TR 0.2%
Value $852K Shares 12,475 Est. Cost $56.87 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $839K Shares 4,388 Est. Cost $163.33 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $767K Shares 4,065 Est. Cost $148.48 Unrealized +14.2%
SHM SPDR SERIES TRUST 0.1%
Value $756K Shares 15,717 Est. Cost $48.75 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value $750K Shares 14,725 Est. Cost $50.82 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value $724K Shares 14,300 Est. Cost $50.60 Unrealized
BAC BANK AMERICA CORP 0.1%
Value $702K Shares 13,859 Est. Cost $30.76 Unrealized +57.1%
SYK STRYKER CORPORATION 0.1%
Value $692K Shares 1,868 Est. Cost $234.49 Unrealized +64.0%
SPDW SPDR INDEX SHS FDS 0.1%
Value $678K Shares 15,565 Est. Cost $36.90 Unrealized
IJH ISHARES TR 0.1%
Value $669K Shares 10,167 Est. Cost $57.75 Unrealized
V VISA INC 0.1%
Value $661K Shares 1,889 Est. Cost $245.27 Unrealized +40.7%
MRTN MARTEN TRANS LTD 0.1%
Value $659K Shares 62,043 Est. Cost $15.56 Unrealized -22.6%
FSLR FIRST SOLAR INC 0.1%
Value $658K Shares 2,860 Est. Cost $157.78 Unrealized +21.7%
ET ENERGY TRANSFER L P 0.1%
Value $648K Shares 38,594 Est. Cost $16.80 Unrealized
HYMB SPDR SERIES TRUST 0.1%
Value $614K Shares 24,655 Est. Cost $24.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $613K Shares 1,128 Est. Cost $444.17 Unrealized +4.6%
INFORMATICA INC 0.1%
Value $604K Shares 24,222 Est. Cost $24.56 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value $596K Shares 6,623 Est. Cost $80.27 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.1%
Value $586K Shares 11,263 Est. Cost $47.36 Unrealized
ABBV ABBVIE INC 0.1%
Value $581K Shares 2,485 Est. Cost $168.64 Unrealized +19.8%
SMH VANECK ETF TRUST 0.1%
Value $579K Shares 1,721 Est. Cost $222.83 Unrealized
IYC ISHARES TR 0.1%
Value $579K Shares 5,584 Est. Cost $77.61 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $567K Shares 7,198 Est. Cost $74.81 Unrealized
NOW SERVICENOW INC 0.1%
Value $566K Shares 620 Est. Cost $173.07 Unrealized +7.9%
IVW ISHARES TR 0.1%
Value $552K Shares 4,563 Est. Cost $77.12 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value $550K Shares 1,363 Est. Cost $179.90 Unrealized
WERN WERNER ENTERPRISES INC 0.1%
Value $545K Shares 19,867 Est. Cost $38.02 Unrealized -26.2%
CSCO CISCO SYS INC 0.1%
Value $544K Shares 8,007 Est. Cost $43.24 Unrealized +55.8%
FBCG FIDELITY COVINGTON TRUST 0.1%
Value $540K Shares 10,053 Est. Cost $37.97 Unrealized
SOLV SOLVENTUM CORP 0.1%
Value $534K Shares 7,215 Est. Cost $74.85 Unrealized -2.1%
INTU INTUIT 0.1%
Value $511K Shares 752 Est. Cost $629.54 Unrealized +14.3%
CAT CATERPILLAR INC 0.1%
Value $508K Shares 1,020 Est. Cost $341.48 Unrealized +24.6%
LQD ISHARES TR 0.1%
Value $507K Shares 4,545 Est. Cost $109.11 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $506K Shares 8,869 Est. Cost $56.25 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $504K Shares 4,452 Est. Cost $96.76 Unrealized +13.4%
NTRS NORTHERN TR CORP 0.1%
Value $502K Shares 3,794 Est. Cost $85.11 Unrealized +49.6%
DFEM DIMENSIONAL ETF TRUST 0.1%
Value $492K Shares 15,129 Est. Cost $27.23 Unrealized
WAT WATERS CORP 0.1%
Value $489K Shares 1,489 Est. Cost $337.45 Unrealized -10.6%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $484K Shares 13,125 Est. Cost $31.47 Unrealized
HTO H2O AMERICA 0.1%
Value $476K Shares 10,108 Est. Cost $55.13 Unrealized -9.4%
CVX CHEVRON CORP NEW 0.1%
Value $453K Shares 2,949 Est. Cost $142.19 Unrealized +7.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $452K Shares 1,566 Est. Cost $210.29 Unrealized +23.4%
ASPEN INSURANCE HOLDINGS LTD 0.1%
Value $429K Shares 11,673 Est. Cost $32.87 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value $427K Shares 11,009 Est. Cost $30.92 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $419K Shares 1,419 Est. Cost $256.12 Unrealized
ETN EATON CORP PLC 0.1%
Value $403K Shares 1,080 Est. Cost $303.06 Unrealized +19.9%
BLACKROCK MUN INCOME QUALITY 0.1%
Value $395K Shares 36,142 Est. Cost $10.92 Unrealized
NHYM NUSHARES ETF TR 0.1%
Value $394K Shares 16,000 Est. Cost $24.05 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value $393K Shares 1,525 Est. Cost $199.81 Unrealized +18.5%
DEO DIAGEO PLC 0.1%
Value $391K Shares 4,065 Est. Cost $144.46 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value $390K Shares 8,915 Est. Cost $35.94 Unrealized
PEP PEPSICO INC 0.1%
Value $383K Shares 2,696 Est. Cost $153.50 Unrealized -8.5%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $375K Shares 3,576 Est. Cost $90.01 Unrealized +11.7%
GE GE AEROSPACE 0.1%
Value $368K Shares 1,239 Est. Cost $219.64 Unrealized +24.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $361K Shares 1,003 Est. Cost $298.94 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value $357K Shares 1,842 Est. Cost $180.47 Unrealized +2.0%
LRCX LAM RESEARCH CORP 0.1%
Value $355K Shares 2,438 Est. Cost $80.58 Unrealized +31.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $353K Shares 8,091 Est. Cost $35.53 Unrealized +19.6%
QQQ INVESCO QQQ TR 0.1%
Value $352K Shares 583 Est. Cost $480.17 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $351K Shares 1,614 Est. Cost $188.24 Unrealized
GL GLOBE LIFE INC 0.1%
Value $349K Shares 2,539 Est. Cost $102.35 Unrealized +32.1%
TMUS T-MOBILE US INC 0.1%
Value $348K Shares 1,511 Est. Cost $166.70 Unrealized +44.2%
MS MORGAN STANLEY 0.1%
Value $341K Shares 2,165 Est. Cost $95.37 Unrealized +53.6%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $338K Shares 4,892 Est. Cost $60.25 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $331K Shares 4,130 Est. Cost $69.75 Unrealized +3.5%
ANET ARISTA NETWORKS INC 0.1%
Value $330K Shares 2,271 Est. Cost $87.23 Unrealized +47.6%
DFLV DIMENSIONAL ETF TRUST 0.1%
Value $328K Shares 9,913 Est. Cost $28.62 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $317K Shares 1,457 Est. Cost $168.03 Unrealized +7.6%
SPMD SPDR SERIES TRUST 0.1%
Value $310K Shares 5,372 Est. Cost $50.91 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $309K Shares 4,708 Est. Cost $53.16 Unrealized +15.5%
DFIC DIMENSIONAL ETF TRUST 0.1%
Value $307K Shares 9,234 Est. Cost $26.74 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value $301K Shares 1,115 Est. Cost $252.62 Unrealized
AVGE AMERICAN CENTY ETF TR 0.1%
Value $299K Shares 3,561 Est. Cost $69.64 Unrealized
IWM ISHARES TR 0.1%
Value $298K Shares 1,212 Est. Cost $212.27 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value $296K Shares 956 Est. Cost $201.21 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $293K Shares 611 Est. Cost $507.19 Unrealized +5.3%
NU NU HLDGS LTD 0.1%
Value $292K Shares 19,087 Est. Cost $11.92 Unrealized +17.0%
MAA MID-AMER APT CMNTYS INC 0.1%
Value $292K Shares 2,133 Est. Cost $150.76 Unrealized -5.4%
AVLV AMERICAN CENTY ETF TR 0.1%
Value $286K Shares 3,938 Est. Cost $61.28 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $286K Shares 1,004 Est. Cost $216.81 Unrealized +22.6%
BLK BLACKROCK INC 0.1%
Value $286K Shares 246 Est. Cost $935.94 Unrealized +18.5%
MDLZ MONDELEZ INTL INC 0.1%
Value $285K Shares 4,554 Est. Cost $60.26 Unrealized +5.2%
RTX RTX CORPORATION 0.1%
Value $280K Shares 1,682 Est. Cost $132.47 Unrealized +16.5%
AXP AMERICAN EXPRESS CO 0.1%
Value $275K Shares 834 Est. Cost $284.28 Unrealized +11.4%
IEX IDEX CORP 0.0%
Value $274K Shares 1,639 Est. Cost $168.10 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value $273K Shares 1,794 Est. Cost $153.44 Unrealized +0.9%
PB PROSPERITY BANCSHARES INC 0.0%
Value $273K Shares 4,150 Est. Cost $63.50 Unrealized +6.6%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $271K Shares 4,951 Est. Cost $50.44 Unrealized
PFE PFIZER INC 0.0%
Value $271K Shares 9,896 Est. Cost $24.14 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value $270K Shares 1,763 Est. Cost $167.37 Unrealized -1.3%
VGT VANGUARD WORLD FD 0.0%
Value $270K Shares 357 Est. Cost $410.55 Unrealized
TJX TJX COS INC NEW 0.0%
Value $270K Shares 1,907 Est. Cost $114.36 Unrealized +15.7%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $269K Shares 7,020 Est. Cost $33.60 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $268K Shares 3,405 Est. Cost $74.93 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value $261K Shares 5,766 Est. Cost $45.20 Unrealized
BX BLACKSTONE INC 0.0%
Value $260K Shares 1,546 Est. Cost $137.51 Unrealized +23.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $259K Shares 8,177 Est. Cost $31.66 Unrealized
IVE ISHARES TR 0.0%
Value $253K Shares 1,219 Est. Cost $178.87 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $253K Shares 10,663 Est. Cost $18.50 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $253K Shares 3,132 Est. Cost $71.15 Unrealized +13.1%
QIAGEN NV 0.0%
Value $252K Shares 5,382 Est. Cost $42.34 Unrealized
HOLX HOLOGIC INC 0.0%
Value $252K Shares 3,688 Est. Cost $67.81 Unrealized -2.1%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $250K Shares 394 Est. Cost $526.61 Unrealized +12.9%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $250K Shares 21,494 Est. Cost $11.63 Unrealized
LIN LINDE PLC 0.0%
Value $246K Shares 528 Est. Cost $447.87 Unrealized +5.1%
CRM SALESFORCE INC 0.0%
Value $245K Shares 1,019 Est. Cost $271.94 Unrealized -7.5%
FNDC SCHWAB STRATEGIC TR 0.0%
Value $244K Shares 5,433 Est. Cost $37.20 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $244K Shares 1,230 Est. Cost $166.60 Unrealized +17.5%
TDG TRANSDIGM GROUP INC 0.0%
Value $244K Shares 189 Est. Cost $1161.71 Unrealized +17.5%
KKR KKR & CO INC 0.0%
Value $244K Shares 1,908 Est. Cost $116.65 Unrealized +21.4%
APH AMPHENOL CORP NEW 0.0%
Value $243K Shares 1,990 Est. Cost $81.77 Unrealized +33.8%
AVAV AEROVIRONMENT INC 0.0%
Value $242K Shares 645 Est. Cost $258.71 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value $241K Shares 1,621 Est. Cost $109.05 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value $241K Shares 1,376 Est. Cost $156.63 Unrealized 0.0%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value $239K Shares 7,543 Est. Cost $26.27 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $236K Shares 1,259 Est. Cost $127.82 Unrealized 0.0%
EFA ISHARES TR 0.0%
Value $231K Shares 2,433 Est. Cost $89.29 Unrealized
KO COCA COLA CO 0.0%
Value $227K Shares 3,405 Est. Cost $65.35 Unrealized +3.9%
GPIQ GOLDMAN SACHS ETF TR 0.0%
Value $222K Shares 4,250 Est. Cost $42.02 Unrealized
BN BROOKFIELD CORP 0.0%
Value $220K Shares 3,201 Est. Cost $36.99 Unrealized +19.5%
ZS ZSCALER INC 0.0%
Value $220K Shares 720 Est. Cost $249.30 Unrealized +14.4%
T AT&T INC 0.0%
Value $218K Shares 8,056 Est. Cost $26.96 Unrealized +4.1%
KVUE KENVUE INC 0.0%
Value $218K Shares 13,782 Est. Cost $20.06 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $216K Shares 836 Est. Cost $237.69 Unrealized +13.6%
HSIC HENRY SCHEIN INC 0.0%
Value $216K Shares 3,222 Est. Cost $70.06 Unrealized -1.2%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $203K Shares 1,463 Est. Cost $139.07 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $202K Shares 2,400 Est. Cost $84.06 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $201K Shares 6,693 Est. Cost $30.04 Unrealized
DE DEERE & CO 0.0%
Value $201K Shares 434 Est. Cost $414.92 Unrealized +18.0%
ABT ABBOTT LABS 0.0%
Value $200K Shares 1,489 Est. Cost $130.61 Unrealized 0.0%
F FORD MTR CO 0.0%
Value $153K Shares 12,072 Est. Cost $9.45 Unrealized +19.9%
TNGY TORTOISE CAPITAL SERIES TRUS 0.0%
Value $128K Shares 13,908 Est. Cost $9.05 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value $122K Shares 20,000 Est. Cost $2.43 Unrealized
CFFN CAPITOL FED FINL INC 0.0%
Value $105K Shares 16,653 Est. Cost $6.03 Unrealized 0.0%
SLQT SELECTQUOTE INC 0.0%
Value $31,500 Shares 15,000 Est. Cost $0.87 Unrealized +142.7%