Q3 2024 Holdings
Filed 2024-10-09 | 3032 holdings | $6.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UMB Financial Corp(UMBF) | COM | 902788108 | $494.0M | 4,699,561 | 7.7% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $320.3M | 555,255 | 5.0% |
| Apple Inc(AAPL) | COM | 037833100 | $318.8M | 1,368,060 | 5.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $236.5M | 549,513 | 3.7% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $175.2M | 1,442,633 | 2.7% |
| iShares ETFs(IJH) | CORE S&P MCP ETF | 464287507 | $149.3M | 2,395,317 | 2.3% |
| Berkshire Hathaway(BRK/A) | CL A | 084670108 | $147.9M | 214 | 2.3% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $141.8M | 760,950 | 2.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $133.6M | 805,784 | 2.1% |
| iShares ETFs(GVI) | INTRM GOV CR ETF | 464288612 | $114.2M | 1,066,010 | 1.8% |
| Ishares(IEFA) | CORE MSCI EAFE | 46432F842 | $113.7M | 1,456,490 | 1.8% |
| Progressive Cp(oh)(PGR) | COM | 743315103 | $109.6M | 431,917 | 1.7% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $104.4M | 117,862 | 1.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $102.2M | 484,536 | 1.6% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $99.0M | 111,635 | 1.5% |
| BlackRock Fund Advisors(IJR) | CORE S&P SCP ETF | 464287804 | $95.9M | 820,303 | 1.5% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $90.0M | 521,880 | 1.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $80.0M | 139,688 | 1.2% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $72.3M | 157,190 | 1.1% |
| iShares ETFs(QUAL) | MSCI USA QLT FCT | 46432F339 | $71.3M | 397,796 | 1.1% |
| Home Depot Inc(HD) | COM | 437076102 | $64.4M | 159,052 | 1.0% |
| Vanguard ETF(VEA) | VAN FTSE DEV MKT | 921943858 | $64.0M | 1,211,113 | 1.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $62.4M | 126,331 | 1.0% |
| Walmart Inc(WMT) | COM | 931142103 | $62.0M | 767,534 | 1.0% |
| iShares ETFs(IWR) | RUS MID CAP ETF | 464287499 | $58.1M | 659,093 | 0.9% |
| Chevron Corp(CVX) | COM | 166764100 | $56.0M | 380,546 | 0.9% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $54.8M | 467,815 | 0.9% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $54.6M | 93,391 | 0.9% |
| Nextera Energy(NEE) | COM | 65339F101 | $52.8M | 624,976 | 0.8% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $52.6M | 324,462 | 0.8% |
| TJX Cos Inc(TJX) | COM | 872540109 | $51.5M | 438,062 | 0.8% |
| Procter & Gamble Co(PG) | COM | 742718109 | $50.8M | 293,373 | 0.8% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $42.4M | 127,876 | 0.7% |
| Mcdonald's Corp(MCD) | COM | 580135101 | $41.7M | 137,083 | 0.6% |
| Intuit Inc(INTU) | COM | 461202103 | $40.1M | 64,523 | 0.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $40.0M | 145,554 | 0.6% |
| Linde PLC(LIN) | SHS | G54950103 | $39.7M | 83,304 | 0.6% |
| O'Reilly Automotive Inc(ORLY) | COM | 67103H107 | $39.1M | 33,980 | 0.6% |
| Ishares(IWM) | RUSSELL 2000 ETF | 464287655 | $37.9M | 171,420 | 0.6% |
| Parker-Hannifin(PH) | COM | 701094104 | $36.9M | 58,359 | 0.6% |
| Pepsico Inc(PEP) | COM | 713448108 | $36.6M | 215,315 | 0.6% |
| Liberty Global LTD | COM CL B | G61188119 | $36.6M | 1,755,987 | 0.6% |
| Texas Instruments(TXN) | COM | 882508104 | $34.9M | 169,129 | 0.5% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $34.9M | 36,747 | 0.5% |
| BK of America Corp(BAC) | COM | 060505104 | $33.8M | 852,671 | 0.5% |
| Danaher Corp(DHR) | COM | 235851102 | $31.4M | 113,095 | 0.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $30.1M | 114,927 | 0.5% |
| Union Pacific Corp(UNP) | COM | 907818108 | $29.7M | 120,651 | 0.5% |
| Abbott Laboratories(ABT) | COM | 002824100 | $29.7M | 260,529 | 0.5% |
| Conagra Foods Inc(CAG) | COM | 205887102 | $28.9M | 889,863 | 0.5% |