Location: Overland Park, KS
CIK: 0002053727 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 1, 2026
Total Value: $226M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 248,915 | $14.57M | 6.4% | $58.32 | — | SHORT TERM TREAS | 92206C102 |
| BIL | SPDR SERIES TRUST | 156,518 | $14.34M | 6.3% | $91.47 | — | STATE STREET SPD | 78468R663 |
| BILS | SPDR SERIES TRUST | 135,356 | $13.46M | 6.0% | $99.21 | — | STATE STREET SPD | 78468R523 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 18,880 | $9.041M | 4.0% | $470.20 | +5.0% | CL B NEW | 084670702 |
| WMT | WALMART INC | 69,182 | $8.598M | 3.8% | $94.79 | +28.7% | COM | 931142103 |
| AVGO | BROADCOM INC | 25,705 | $7.954M | 3.5% | $193.48 | +72.7% | COM | 11135F101 |
| NVDA | NVIDIA CORPORATION | 43,159 | $7.527M | 3.3% | $162.72 | +14.7% | COM | 67066G104 |
| AAPL | APPLE INC | 27,316 | $6.929M | 3.1% | $234.83 | +11.9% | COM | 037833100 |
| AMZN | AMAZON COM INC | 28,834 | $6.006M | 2.7% | $211.37 | +7.3% | COM | 023135106 |
| MSFT | MICROSOFT CORP | 15,124 | $5.602M | 2.5% | $430.34 | +1.0% | COM | 594918104 |
| MRK | MERCK & CO INC | 42,942 | $5.165M | 2.3% | $92.69 | +23.3% | COM | 58933Y105 |
| GOOG | ALPHABET INC | 16,065 | $4.608M | 2.0% | $200.55 | +61.4% | CAP STK CL C | 02079K107 |
| XOM | EXXON MOBIL CORP | 27,096 | $4.596M | 2.0% | $132.85 | +4.4% | COM | 30231G102 |
| JPM | JPMORGAN CHASE & CO | 15,429 | $4.537M | 2.0% | $301.82 | +3.2% | COM | 46625H100 |
| COP | CONOCOPHILLIPS | 33,400 | $4.409M | 2.0% | $99.40 | +3.3% | COM | 20825C104 |
| ABBV | ABBVIE INC | 19,167 | $4.167M | 1.8% | $183.51 | +21.3% | COM | 00287Y109 |
| MCD | MCDONALDS CORP | 12,262 | $3.811M | 1.7% | $294.16 | +7.8% | COM | 580135101 |
| LLY | ELI LILLY & CO | 4,079 | $3.758M | 1.7% | $1047.09 | 0.0% | COM | 532457108 |
| COST | COSTCO WHOLESALE CORPORATION | 3,658 | $3.651M | 1.6% | $927.17 | +3.9% | COM | 22160K105 |
| SCHD | SCHWAB STRATEGIC TR | 110,469 | $3.389M | 1.5% | $27.30 | — | US DIVIDEND EQ | 808524797 |
| VIG | VANGUARD SPECIALIZED FUNDS | 14,783 | $3.177M | 1.4% | $204.60 | — | DIV APP ETF | 921908844 |
| HD | HOME DEPOT INC | 9,618 | $3.163M | 1.4% | $383.58 | -1.7% | COM | 437076102 |
| CAT | CATERPILLAR INC | 4,286 | $3.036M | 1.3% | $655.23 | +4.4% | COM | 149123101 |
| VTV | VANGUARD INDEX FDS | 14,860 | $2.917M | 1.3% | $178.03 | — | VALUE ETF | 922908744 |
| DE | DEERE & CO | 4,794 | $2.696M | 1.2% | $551.35 | 0.0% | COM | 244199105 |
| GE | GE AEROSPACE | 8,485 | $2.408M | 1.1% | $318.19 | 0.0% | COM NEW | 369604301 |
| MU | MICRON TECHNOLOGY INC | 6,964 | $2.352M | 1.0% | $363.04 | +6.6% | COM | 595112103 |
| LRCX | LAM RESEARCH CORP | 10,690 | $2.286M | 1.0% | $225.94 | 0.0% | COM NEW | 512807306 |
| AMD | ADVANCED MICRO DEVICES INC | 10,995 | $2.236M | 1.0% | $221.70 | 0.0% | COM | 007903107 |
| NFLX | NETFLIX INC. | 23,168 | $2.227M | 1.0% | $83.84 | 0.0% | COM | 64110L106 |
| GOOGL | ALPHABET INC | 7,291 | $2.099M | 0.9% | $191.04 | +69.2% | CAP STK CL A | 02079K305 |
| META | META PLATFORMS INC | 3,656 | $2.097M | 0.9% | $654.54 | +0.2% | CL A | 30303M102 |
| AMAT | APPLIED MATLS INC | 6,051 | $2.067M | 0.9% | $326.57 | 0.0% | COM | 038222105 |
| VUG | VANGUARD INDEX FDS | 4,277 | $1.869M | 0.8% | $453.77 | — | GROWTH ETF | 922908736 |
| VYM | VANGUARD WHITEHALL FDS | 12,514 | $1.853M | 0.8% | $134.40 | — | HIGH DIV YLD | 921946406 |
| VOO | VANGUARD INDEX FDS | 2,818 | $1.68M | 0.7% | $558.66 | — | S&P 500 ETF SHS | 922908363 |
| EOG | EOG RES INC | 11,021 | $1.593M | 0.7% | $121.22 | -7.5% | COM | 26875P101 |
| PG | PROCTER & GAMBLE CO | 10,925 | $1.578M | 0.7% | $163.99 | -7.4% | COM | 742718109 |
| CBOE | CBOE GLOBAL MKTS INC | 4,952 | $1.393M | 0.6% | $205.24 | +32.5% | COM | 12503M108 |
| PEP | PEPSICO INC | 8,912 | $1.383M | 0.6% | $149.68 | +3.4% | COM | 713448108 |
| SNA | SNAP ON INC | 3,794 | $1.377M | 0.6% | $326.01 | +13.9% | COM | 833034101 |
| ABT | ABBOTT LABORATORIES | 13,361 | $1.372M | 0.6% | $118.27 | -2.4% | COM | 002824100 |
| CME | CME GROUP INC | 4,564 | $1.348M | 0.6% | $252.07 | +14.8% | COM | 12572Q105 |
| ACN | ACCENTURE PLC IRELAND | 6,717 | $1.332M | 0.6% | $283.02 | -10.5% | SHS CLASS A | G1151C101 |
| ITW | ILLINOIS TOOL WKS INC | 5,086 | $1.323M | 0.6% | $254.72 | +7.3% | COM | 452308109 |
| AOS | SMITH A O CORP | 18,258 | $1.204M | 0.5% | $70.51 | +5.1% | COM | 831865209 |
| RTX | RTX CORPORATION | 5,927 | $1.143M | 0.5% | $118.27 | +66.2% | COM | 75513E101 |
| JNJ | JOHNSON & JOHNSON | 4,110 | $1.005M | 0.4% | $149.79 | +52.1% | COM | 478160104 |
| CF | CF INDUSTRIES HOLD | 6,285 | $816K | 0.4% | $84.62 | +6.4% | COM | 125269100 |
| V | VISA INC | 2,679 | $810K | 0.4% | $304.32 | +8.2% | COM CL A | 92826C839 |
| GILD | GILEAD SCIENCES INC | 5,479 | $763K | 0.3% | $89.76 | +54.2% | COM | 375558103 |
| YUM | YUM BRANDS INC | 4,774 | $742K | 0.3% | $134.38 | +17.1% | COM | 988498101 |
| VZ | VERIZON COMMUNICATIONS INC | 14,739 | $740K | 0.3% | $39.81 | +10.1% | COM | 92343V104 |
| PAYX | PAYCHEX INC | 7,918 | $730K | 0.3% | $134.19 | -24.0% | COM | 704326107 |
| AON | AON PLC | 2,202 | $711K | 0.3% | $363.85 | -7.6% | SHS CL A | G0403H108 |
| TROW | PRICE T ROWE GROUP INC | 7,835 | $706K | 0.3% | $102.61 | -1.4% | COM | 74144T108 |
| MCO | MOODYS CORP | 1,612 | $703K | 0.3% | $487.35 | +0.5% | COM | 615369105 |
| FOXA | FOX CORP | 11,938 | $697K | 0.3% | $50.66 | +32.6% | CL A COM | 35137L105 |
| HIMS | HIMS & HERS HEALTH INC | 33,396 | $693K | 0.3% | $29.70 | -14.7% | COM CL A | 433000106 |
| FDS | FACTSET RESH SYS INC | 3,190 | $693K | 0.3% | $247.11 | 0.0% | COM | 303075105 |
| CRH | CRH PLC | 6,588 | $693K | 0.3% | $111.37 | +11.6% | ORD | G25508105 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 11,053 | $678K | 0.3% | $71.83 | +6.9% | CL A | 192446102 |
| MO | ALTRIA GROUP INC | 10,191 | $672K | 0.3% | $49.32 | +27.8% | COM | 02209S103 |
| UTHR | UNITED THERAPEUTICS CORP DEL | 1,131 | $670K | 0.3% | $473.30 | +1.5% | COM | 91307C102 |
| JKHY | HENRY JACK & ASSOC INC | 4,223 | $668K | 0.3% | $166.24 | +5.5% | COM | 426281101 |
| ADP | AUTOMATIC DATA PROCESSING IN | 3,264 | $663K | 0.3% | $264.83 | -9.1% | COM | 053015103 |
| ZTS | ZOETIS INC | 5,560 | $658K | 0.3% | $156.64 | -19.6% | CL A | 98978V103 |
| TSLA | TESLA INC | 1,766 | $656K | 0.3% | $328.73 | +29.6% | COM | 88160R101 |
| ACLS | AXCELIS TECHNOLOGIES INC | 6,995 | $651K | 0.3% | $85.27 | +4.5% | COM NEW | 054540208 |
| MRSH | MARSH & MCLENNAN COS INC | 3,752 | $651K | 0.3% | $181.36 | 0.0% | COM | 571748102 |
| KHC | KRAFT HEINZ CO | 28,834 | $648K | 0.3% | $26.14 | -8.5% | COM | 500754106 |
| CMCSA | COMCAST CORP NEW | 22,310 | $640K | 0.3% | $32.92 | -9.4% | CL A | 20030N101 |
| FLEX | FLEXTRONICS INTL LTD | 9,777 | $640K | 0.3% | $53.32 | +20.0% | ORD | Y2573F102 |
| ZM | ZOOM COMMUNICATIONS INC | 7,929 | $638K | 0.3% | $84.54 | +4.2% | CL A | 98980L101 |
| VGT | VANGUARD WORLD FD | 910 | $635K | 0.3% | $673.79 | — | INF TECH ETF | 92204A702 |
| AVY | AVERY DENNISON CORP | 3,648 | $629K | 0.3% | $172.53 | +9.6% | COM | 053611109 |
| DPZ | DOMINOS PIZZA INC | 1,755 | $629K | 0.3% | $415.46 | -3.5% | COM | 25754A201 |
| KMB | KIMBERLY-CLARK CORP | 6,488 | $626K | 0.3% | $127.42 | -19.1% | COM | 494368103 |
| VICI | VICI PPTYS INC | 22,787 | $622K | 0.3% | $29.63 | -5.0% | COM | 925652109 |
| CL | COLGATE PALMOLIVE CO | 7,149 | $609K | 0.3% | $91.26 | -2.8% | COM | 194162103 |
| AVT | AVNET INC | 9,837 | $606K | 0.3% | $54.44 | +7.0% | COM | 053807103 |
| NBIX | NEUROCRINE BIOSCIENCES INC | 4,585 | $604K | 0.3% | $135.60 | -0.9% | COM | 64125C109 |
| ELAN | ELANCO ANIMAL HEALTH INC | 25,177 | $602K | 0.3% | $23.31 | +5.4% | COM | 28414H103 |
| MPWR | MONOLITHIC PWR SYS INC | 542 | $600K | 0.3% | $956.72 | +15.5% | COM | 609839105 |
| EXEL | EXELIXIS INC | 13,925 | $597K | 0.3% | $42.30 | +3.5% | COM | 30161Q104 |
| KO | COCA COLA CO | 7,829 | $595K | 0.3% | $63.13 | +18.4% | COM | 191216100 |
| LII | LENNOX INTL INC | 1,271 | $588K | 0.3% | $526.73 | 0.0% | COM | 526107107 |
| GIS | GENERAL MILLS INC | 15,721 | $585K | 0.3% | $57.83 | -21.4% | COM | 370334104 |
| CAG | CONAGRA BRANDS INC | 36,667 | $576K | 0.3% | $21.49 | -16.2% | COM | 205887102 |
| CHWY | CHEWY INC | 20,842 | $563K | 0.2% | $31.24 | -6.3% | CL A | 16679L109 |
| TOL | TOLL BROTHERS INC | 4,110 | $561K | 0.2% | $140.67 | +6.6% | COM | 889478103 |
| RL | RALPH LAUREN CORP | 1,627 | $559K | 0.2% | $352.57 | +3.0% | CL A | 751212101 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 2,843 | $554K | 0.2% | $238.42 | -0.8% | COM | 043436104 |
| MMSI | MERIT MED SYS INC | 7,844 | $541K | 0.2% | $83.73 | -1.1% | COM | 589889104 |
| VXUS | VANGUARD STAR FDS | 6,845 | $528K | 0.2% | $65.33 | — | VG TL INTL STK F | 921909768 |
| TOST | TOAST INC | 19,877 | $527K | 0.2% | $31.01 | 0.0% | CL A | 888787108 |
| PODD | INSULET CORP | 2,453 | $515K | 0.2% | $282.59 | -6.4% | COM | 45784P101 |
| HALO | HALOZYME THERAPEUTICS INC | 7,601 | $491K | 0.2% | $73.62 | 0.0% | COM | 40637H109 |
| THC | TENET HEALTHCARE CORP | 2,493 | $471K | 0.2% | $204.23 | +1.0% | COM NEW | 88033G407 |
| NEE | NEXTERA ENERGY INC | 4,685 | $435K | 0.2% | $75.25 | +15.8% | COM | 65339F101 |
| CVX | CHEVRON CORPORATION | 2,043 | $423K | 0.2% | $146.18 | +17.6% | COM | 166764100 |
| TMUS | T-MOBILE US INC | 1,949 | $409K | 0.2% | $240.09 | -16.6% | COM | 872590104 |
| VTI | VANGUARD INDEX FDS | 1,214 | $389K | 0.2% | $335.02 | — | TOTAL STK MKT | 922908769 |
| DY | DYCOM INDS INC | 1,109 | $375K | 0.2% | $217.67 | +76.6% | COM | 267475101 |
| LOW | LOWES COS INC | 1,065 | $252K | 0.1% | $253.07 | +7.3% | COM | 548661107 |
| BA | BOEING CO | 1,182 | $235K | 0.1% | $189.23 | +26.1% | COM | 097023105 |
| UNH | UNITEDHEALTH GROUP INC | 785 | $213K | 0.1% | $478.73 | -35.5% | COM | 91324P102 |
| SCHF | SCHWAB STRATEGIC TR | 8,521 | $211K | 0.1% | $24.04 | — | INTL EQTY ETF | 808524805 |
| HRB | BLOCK H & R INC | 6,351 | $202K | 0.1% | $56.67 | -34.5% | COM | 093671105 |