Location: Wichita, KS
CIK: 0002018815 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 20, 2026
Total Value: $249M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD INTERMEDIATE-TERM | 588,454 | $35.04M | 14.1% | $59.55 | $58.84 | +1.2% | Fixed Income | 92206C706 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP | 288,385 | $28.8M | 11.6% | $99.86 | $70.64 | +41.4% | Equities | 025072802 |
| DFEM | DIMENSIONAL EMERGING MARKETS CO | 544,566 | $18.81M | 7.6% | $34.55 | $26.95 | +28.2% | Equities | 25434V732 |
| VTIP | VANGUARD SHORT TERM INF PROT SE | 348,233 | $17.39M | 7.0% | $49.95 | $48.51 | +3.0% | Fixed Income | 922020805 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 37,423 | $12.01M | 4.8% | $320.81 | $259.52 | +23.6% | Equities | 922908769 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | 143,599 | $9.202M | 3.7% | $64.08 | $49.85 | +28.5% | Equities | 921943858 |
| SGOV | iShares 0-3 Month Treasury Bond | 76,277 | $7.678M | 3.1% | $100.66 | $100.51 | +0.1% | Fixed Income | 46436E718 |
| AVGO | BROADCOM INC | 21,402 | $6.624M | 2.7% | $309.51 | $154.23 | +100.7% | Equities | 11135F101 |
| NVDA | NVIDIA CORPORATION | 37,190 | $6.486M | 2.6% | $174.40 | $98.14 | +77.7% | Equities | 67066G104 |
| DIHP | Dimensional International High | 175,941 | $5.669M | 2.3% | $32.22 | $32.27 | -0.2% | Equities | 25434V765 |
| AAPL | APPLE INC | 21,763 | $5.523M | 2.2% | $253.79 | $183.36 | +38.4% | Equities | 037833100 |
| DUHP | Dimensional U.S. High Profitabi | 126,414 | $4.647M | 1.9% | $36.76 | $37.96 | -3.2% | Equities | 25434V831 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL | 111,361 | $4.392M | 1.8% | $39.44 | $29.69 | +32.8% | Equities | 25434V781 |
| MSFT | MICROSOFT CORP | 11,264 | $4.17M | 1.7% | $370.17 | $399.26 | -7.3% | Equities | 594918104 |
| AVUV | Avantis US Small Cap Value | 31,852 | $3.519M | 1.4% | $110.47 | $91.06 | +21.3% | Equities | 025072877 |
| DFAE | DFA EMERGING CORE | 97,238 | $3.292M | 1.3% | $33.86 | $26.81 | +26.3% | Equities | 25434V302 |
| GOOGL | ALPHABET INC CL A | 11,178 | $3.214M | 1.3% | $287.56 | $151.96 | +89.2% | Equities | 02079K305 |
| CAT | CATERPILLAR INC | 4,492 | $3.182M | 1.3% | $708.46 | $311.73 | +127.3% | Equities | 149123101 |
| AMZN | AMAZON.COM INC | 15,277 | $3.182M | 1.3% | $208.27 | $166.93 | +24.8% | Equities | 023135106 |
| RTX | RTX CORPORATION | 16,167 | $3.119M | 1.3% | $192.90 | $112.35 | +71.7% | Equities | 75513E101 |
| GOOG | ALPHABET INC CL C | 9,930 | $2.849M | 1.1% | $286.86 | $143.27 | +100.2% | Equities | 02079K107 |
| JPM | JPMORGAN CHASE & CO | 9,073 | $2.669M | 1.1% | $294.16 | $173.61 | +69.4% | Equities | 46625H100 |
| COST | COSTCO WHOLESALE CORPORATION | 2,503 | $2.494M | 1.0% | $996.43 | $712.92 | +39.8% | Equities | 22160K105 |
| DFSV | DFA US SMALL CAP VALUE | 70,540 | $2.472M | 1.0% | $35.04 | $28.30 | +23.8% | Equities | 25434V815 |
| BRK/B | BERKSHIRE HATHAWAY INC CLASS B | 4,391 | $2.104M | 0.8% | $479.20 | $400.27 | +19.7% | Equities | 084670702 |
| IWF | ISHARES RUSSELL 1000 GROWTH | 4,509 | $1.923M | 0.8% | $426.40 * | $80.57 | +32.3% | Equities | 464287614 |
| META | META PLATFORMS INC CL A | 3,019 | $1.727M | 0.7% | $572.13 | $443.21 | +29.1% | Equities | 30303M102 |
| V | VISA INC CL A | 5,094 | $1.54M | 0.6% | $302.24 | $274.09 | +10.3% | Equities | 92826C839 |
| ETN | EATON CORP PLC | 4,051 | $1.449M | 0.6% | $357.67 | $267.60 | +33.7% | Equities | G29183103 |
| EFA | ISHARES MSCI EAFE INDEX | 14,452 | $1.404M | 0.6% | $97.13 | $76.49 | +27.0% | Equities | 464287465 |
| MDY | SPDR S&P MIDCAP 400 | 2,096 | $1.293M | 0.5% | $616.76 | $518.95 | +18.8% | Equities | 78467Y107 |
| SPTM | SPDR Portfolio Total Stock Mark | 16,339 | $1.292M | 0.5% | $79.06 | $69.40 | +13.9% | Equities | 78464A805 |
| WMT | WALMART INC | 10,324 | $1.283M | 0.5% | $124.28 | $56.04 | +121.8% | Equities | 931142103 |
| PEP | PEPSICO INC | 7,717 | $1.198M | 0.5% | $155.29 | $158.31 | -1.9% | Equities | 713448108 |
| TEL | TE CONNECTIVITY PLC | 5,660 | $1.183M | 0.5% | $209.02 | $146.82 | +42.4% | Equities | G87052109 |
| DFLV | DIMENSIONAL US LARGE CAP | 32,248 | $1.152M | 0.5% | $35.71 | $27.89 | +28.0% | Equities | 25434V666 |
| CB | CHUBB LIMITED | 3,485 | $1.136M | 0.5% | $325.93 | $241.21 | +35.1% | Equities | H1467J104 |
| XOM | EXXON MOBIL CORP | 6,056 | $1.027M | 0.4% | $169.66 | $98.09 | +73.0% | Equities | 30231G102 |
| NOC | NORTHROP GRUMMAN CORP | 1,506 | $1.027M | 0.4% | $682.24 | $445.90 | +53.0% | Equities | 666807102 |
| IEI | iShares 3-7 Year Treasury Bond | 8,490 | $1.007M | 0.4% | $118.60 | $117.96 | +0.5% | Fixed Income | 464288661 |
| TMO | THERMO FISHER SCIENTIFIC INC | 2,047 | $1.006M | 0.4% | $491.53 | $557.71 | -11.9% | Equities | 883556102 |
| CVX | CHEVRON CORPORATION | 4,793 | $992K | 0.4% | $206.90 | $152.28 | +35.9% | Equities | 166764100 |
| HD | HOME DEPOT INC | 2,980 | $980K | 0.4% | $328.89 | $349.01 | -5.8% | Equities | 437076102 |
| BAC | BANK OF AMERICA CORPORATION | 19,635 | $957K | 0.4% | $48.75 | $33.12 | +47.2% | Equities | 060505104 |
| UNP | UNION PACIFIC CORP | 3,841 | $932K | 0.4% | $242.62 | $235.59 | +3.0% | Equities | 907818108 |
| IJH | ISHARES CORE S&P MIDCAP ETF | 12,867 | $869K | 0.3% | $67.53 | $58.29 | +15.8% | Equities | 464287507 |
| JQUA | JPMorgan U.S. Quality Factor ET | 13,839 | $849K | 0.3% | $61.32 | $57.96 | +5.8% | Equities | 46641Q761 |
| COP | CONOCOPHILLIPS | 6,370 | $841K | 0.3% | $132.00 | $107.63 | +22.6% | Equities | 20825C104 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 6,580 | $818K | 0.3% | $124.31 | $106.18 | +17.1% | Equities | 464287804 |
| IWD | ISHARES RUSSELL 1000 VALUE INDE | 3,801 | $812K | 0.3% | $213.67 | $169.21 | +26.3% | Equities | 464287598 |
| VOO | VANGUARD S&P 500 ETF | 1,286 | $768K | 0.3% | $597.55 | $457.68 | +30.6% | Equities | 922908363 |
| UNH | UNITEDHEALTH GROUP INC | 2,829 | $765K | 0.3% | $270.59 | $488.97 | -44.7% | Equities | 91324P102 |
| ECL | ECOLAB INC | 2,866 | $762K | 0.3% | $266.02 | $207.94 | +27.9% | Equities | 278865100 |
| CRM | SALESFORCE INC | 4,070 | $760K | 0.3% | $186.67 | $284.61 | -34.4% | Equities | 79466L302 |
| QUAL | iShares Edge MSCI USA Quality F | 3,792 | $727K | 0.3% | $191.81 | $200.44 | -4.3% | Equities | 46432F339 |
| TXN | TEXAS INSTRUMENTS INC | 3,695 | $717K | 0.3% | $194.14 | $157.89 | +23.0% | Equities | 882508104 |
| ORCL | ORACLE CORP | 4,688 | $690K | 0.3% | $147.11 | $112.35 | +30.9% | Equities | 68389X105 |
| PNC | PNC FINANCIAL SERVICES GROUP IN | 3,298 | $686K | 0.3% | $208.09 | $141.13 | +47.4% | Equities | 693475105 |
| IEMG | ISHARES CORE MSCI EMERGING | 9,393 | $655K | 0.3% | $69.75 | $52.18 | +33.7% | Equities | 46434G103 |
| AA | ALCOA UPSTREAM CORP | 9,410 | $624K | 0.3% | $66.33 | $28.58 | +132.1% | Equities | 013872106 |
| MRK | MERCK & CO INC | 4,893 | $589K | 0.2% | $120.29 | $116.04 | +3.7% | Equities | 58933Y105 |
| PM | PHILIP MORRIS INTERNATIONAL INC | 3,488 | $577K | 0.2% | $165.34 | $85.05 | +94.4% | Equities | 718172109 |
| DHR | DANAHER CORP | 2,927 | $555K | 0.2% | $189.60 | $241.47 | -21.5% | Equities | 235851102 |
| BA | BOEING CO | 2,754 | $548K | 0.2% | $199.03 | $209.00 | -4.8% | Equities | 097023105 |
| VWO | VANGUARD FTSE EMERGING MARKETS | 9,788 | $529K | 0.2% | $54.05 | $46.38 | +16.5% | Equities | 922042858 |
| SDY | SPDR S&P DIVIDEND | 3,474 | $507K | 0.2% | $145.94 | $125.45 | +16.3% | Equities | 78464A763 |
| NFLX | NETFLIX INC | 5,010 | $482K | 0.2% | $96.15 | $102.67 | -6.3% | Equities | 64110L106 |
| SBUX | STARBUCKS CORP | 5,193 | $465K | 0.2% | $89.59 | $88.47 | +1.3% | Equities | 855244109 |
| IVV | ISHARES CORE S&P 500 ETF | 699 | $457K | 0.2% | $653.21 | $591.91 | +10.4% | Equities | 464287200 |
| YUM | YUM BRANDS INC | 2,911 | $453K | 0.2% | $155.48 | $128.74 | +20.8% | Equities | 988498101 |
| GE | GENERAL ELECTRIC CO | 1,482 | $421K | 0.2% | $283.77 | $120.42 | +135.7% | Equities | 369604301 |
| CFFN | CAPITOL FEDERAL FINANCIAL INC | 57,000 | $406K | 0.2% | $7.13 | $5.89 | +21.1% | Equities | 14057J101 |
| DFAI | DFA INTERNATIONAL CORE EQUITY | 10,047 | $391K | 0.2% | $38.96 | $29.02 | +34.2% | Equities | 25434V203 |
| AVEM | Avantis Emerging Markets Equity | 4,577 | $369K | 0.1% | $80.58 | $67.38 | +19.6% | Equities | 025072604 |
| EXPE | EXPEDIA GROUP INC | 1,508 | $348K | 0.1% | $230.89 | $131.41 | +75.7% | Equities | 30212P303 |
| AVIV | AVANTIS INT LARGE CAP VAL | 4,291 | $321K | 0.1% | $74.83 | $51.51 | +45.3% | Equities | 025072364 |
| MCD | MCDONALDS CORP | 1,018 | $316K | 0.1% | $310.79 | $279.25 | +11.3% | Equities | 580135101 |
| GEV | GE VERNOVA | 362 | $315K | 0.1% | $870.49 | $605.52 | +44.2% | Equities | 36828A101 |
| NFG | NATIONAL FUEL GAS CO | 3,300 | $310K | 0.1% | $93.96 | $49.45 | +90.0% | Equities | 636180101 |
| ABBV | ABBVIE INC | 1,373 | $299K | 0.1% | $217.49 | $163.04 | +33.4% | Equities | 00287Y109 |
| MO | ALTRIA GROUP INC | 4,372 | $289K | 0.1% | $65.99 | $36.40 | +81.3% | Equities | 02209S103 |
| H | HYATT HOTELS CORP CL A | 1,998 | $287K | 0.1% | $143.79 | $139.75 | +2.9% | Equities | 448579102 |
| BP | BP PLC SPONSORED ADR | 6,052 | $284K | 0.1% | $47.00 | $33.49 | +40.3% | Equities | 055622104 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 8,680 | $266K | 0.1% | $30.68 | $27.19 | +12.8% | Equities | 808524797 |
| KEY | KEYCORP | 13,154 | $264K | 0.1% | $20.05 | $13.16 | +52.3% | Equities | 493267108 |
| FTV | FORTIVE CORP | 4,748 | $262K | 0.1% | $55.28 | $60.21 | -8.2% | Equities | 34959J108 |
| IQDG | WISDOMTREE TR INTL QULTY DIV | 6,325 | $254K | 0.1% | $40.14 | $36.39 | +10.3% | Equities | 97717X131 |
| CW | CURTISS WRIGHT CORP | 371 | $253K | 0.1% | $681.12 | $492.21 | +38.4% | Equities | 231561101 |
| PG | PROCTER & GAMBLE CO | 1,738 | $251K | 0.1% | $144.44 | $149.99 | -3.7% | Equities | 742718109 |
| DFAU | DFA US CORE EQUITY | 5,553 | $251K | 0.1% | $45.12 | $36.38 | +24.0% | Equities | 25434V104 |
| AMP | AMERIPRISE FINANCIAL INC | 551 | $245K | 0.1% | $444.40 | $390.78 | +13.7% | Equities | 03076C106 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | 8,227 | $240K | 0.1% | $29.13 | $25.76 | +13.1% | Equities | 808524300 |
| VXUS | VANGUARD TOTAL INTERNATIONAL | 3,090 | $238K | 0.1% | $77.11 | $74.67 | +3.3% | Equities | 921909768 |
| CCL | CARNIVAL CORP | 9,012 | $233K | 0.1% | $25.88 | $21.40 | +20.9% | Equities | 143658300 |
| UAL | UNITED AIRLINES HOLDINGS INC | 2,522 | $232K | 0.1% | $92.07 | $73.67 | +25.0% | Equities | 910047109 |
| ED | CONSOLIDATED EDISON INC COMMON | 2,000 | $226K | 0.1% | $113.18 | $107.91 | +4.9% | Equities | 209115104 |
| LLY | ELI LILLY & CO | 244 | $224K | 0.1% | $919.77 | $702.49 | +30.9% | Equities | 532457108 |
| BKNG | BOOKING HOLDINGS INC | 52 | $219K | 0.1% | $4210.33 * | $3508.24 | -95.2% | Equities | 09857L108 |
| SO | SOUTHERN COMPANY | 2,248 | $217K | 0.1% | $96.52 | $92.16 | +4.7% | Equities | 842587107 |
| WMB | WILLIAMS COS INC | 2,942 | $214K | 0.1% | $72.78 | $69.23 | +5.1% | Equities | 969457100 |
| AWSHX | AMERICAN WASHNTN MUTUAL INVESTR | 3,367 | $212K | 0.1% | $62.93 | $62.93 | — | Mutual Funds | 939330106 |
| WELL | WELLTOWER INC | 1,030 | $204K | 0.1% | $197.71 * | $186.94 | 0.0% | Equities | 95040Q104 |
| DOV | DOVER | 975 | $203K | 0.1% | $208.45 | $213.76 | -2.5% | Equities | 260003108 |
| AIVSX | AMERICAN INVESTMNT CO OF AMERIC | 3,409 | $203K | 0.1% | $59.46 | $66.83 | — | Mutual Funds | 461308108 |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2,215 | $201K | 0.1% | $90.53 | $74.78 | +21.1% | Equities | 46432F842 |
| — | MODESTO CALIF 5.000 09/01/27 | 50,000 | $50,089 | 0.0% | $1.00 | $1.00 | — | Fixed Income | 607800BW8 |
| — | HEMPSTEAD TOWN 5.000 10/01/27 | 50,000 | $50,074 | 0.0% | $1.00 | $1.00 | — | Fixed Income | 424682FK3 |