Q4 2024 Holdings
Filed 2025-01-16 | 2930 holdings | $6.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UMB Financial Corp(UMBF) | COM | 902788108 | $497.6M | 4,408,782 | 7.9% |
| Apple Inc(AAPL) | COM | 037833100 | $335.5M | 1,339,553 | 5.3% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $329.5M | 559,723 | 5.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $221.8M | 526,203 | 3.5% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $188.8M | 1,406,048 | 3.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $164.7M | 750,587 | 2.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $149.8M | 791,199 | 2.4% |
| Berkshire Hathaway(BRK/A) | CL A | 084670108 | $145.7M | 214 | 2.3% |
| BlackRock Fund Advisors(IJH) | CORE S&P MCP ETF | 464287507 | $145.6M | 2,336,390 | 2.3% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $118.1M | 509,190 | 1.9% |
| BlackRock Fund Advisors(GVI) | INTRM GOV CR ETF | 464288612 | $116.1M | 1,113,933 | 1.8% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $114.3M | 476,719 | 1.8% |
| Progressive Cp(oh)(PGR) | COM | 743315103 | $103.5M | 432,005 | 1.6% |
| Ishares(IEFA) | CORE MSCI EAFE | 46432F842 | $98.0M | 1,394,524 | 1.6% |
| BlackRock Fund Advisors(IJR) | CORE S&P SCP ETF | 464287804 | $90.5M | 785,062 | 1.4% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $87.1M | 95,080 | 1.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $82.3M | 140,585 | 1.3% |
| BlackRock Fund Advisors(QUAL) | MSCI USA QLT FCT | 46432F339 | $76.6M | 430,332 | 1.2% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $73.1M | 94,625 | 1.2% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $68.3M | 150,576 | 1.1% |
| Home Depot Inc(HD) | COM | 437076102 | $65.3M | 167,999 | 1.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $65.3M | 123,936 | 1.0% |
| BlackRock Fund Advisors(IWR) | RUS MID CAP ETF | 464287499 | $62.1M | 703,010 | 1.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $61.1M | 151,336 | 1.0% |
| Walmart Inc(WMT) | COM | 931142103 | $59.0M | 652,475 | 0.9% |
| TJX Cos Inc(TJX) | COM | 872540109 | $58.0M | 480,353 | 0.9% |
| Chevron Corp(CVX) | COM | 166764100 | $55.0M | 379,615 | 0.9% |
| Vanguard ETF(VEA) | VAN FTSE DEV MKT | 921943858 | $54.2M | 1,133,334 | 0.9% |
| Procter & Gamble Co(PG) | COM | 742718109 | $49.0M | 292,442 | 0.8% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $48.1M | 145,009 | 0.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $46.3M | 146,346 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $46.2M | 319,400 | 0.7% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $45.7M | 90,310 | 0.7% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $45.1M | 419,078 | 0.7% |
| Nextera Energy(NEE) | COM | 65339F101 | $43.4M | 605,927 | 0.7% |
| Mcdonald's Corp(MCD) | COM | 580135101 | $39.0M | 134,552 | 0.6% |
| O'Reilly Automotive Inc(ORLY) | COM | 67103H107 | $38.2M | 32,229 | 0.6% |
| Ishares(IWM) | RUSSELL 2000 ETF | 464287655 | $36.9M | 167,197 | 0.6% |
| Parker-Hannifin(PH) | COM | 701094104 | $36.7M | 57,640 | 0.6% |
| Oracle Corp(ORCL) | COM | 68389X105 | $35.5M | 212,857 | 0.6% |
| Linde PLC(LIN) | SHS | G54950103 | $34.3M | 81,817 | 0.5% |
| BK of America Corp(BAC) | COM | 060505104 | $33.3M | 758,602 | 0.5% |
| Texas Instruments(TXN) | COM | 882508104 | $31.4M | 167,361 | 0.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $31.0M | 34,802 | 0.5% |
| Salesforce Inc(CRM) | COM | 79466L302 | $29.3M | 87,532 | 0.5% |
| Abbott Laboratories(ABT) | COM | 002824100 | $29.0M | 256,392 | 0.5% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $28.0M | 810,884 | 0.4% |
| Welltower Inc COM(WELL) | COM | 95040Q104 | $27.7M | 220,038 | 0.4% |
| Intuit Inc(INTU) | COM | 461202103 | $27.5M | 43,677 | 0.4% |
| Accenture PLC(ACN) | SHS CLASS A | G1151C101 | $27.1M | 77,131 | 0.4% |