Q1 2025 Holdings
Filed 2025-04-14 | 2921 holdings | $6.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UMB Finl Corp(UMBF) | COM | 902788108 | $444.6M | 4,397,386 | 7.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $344.5M | 613,017 | 5.7% |
| Apple Inc(AAPL) | COM | 037833100 | $293.0M | 1,319,091 | 4.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $191.8M | 510,858 | 3.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $169.3M | 212 | 2.8% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $151.6M | 1,399,141 | 2.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $135.3M | 711,241 | 2.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $131.7M | 2,257,242 | 2.2% |
| Progressive Corp(PGR) | COM | 743315103 | $122.1M | 431,604 | 2.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $120.5M | 779,405 | 2.0% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $106.5M | 434,314 | 1.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $93.9M | 1,240,789 | 1.5% |
| Ishares TR(QUAL) | MSCI USA QLT FCT | 46432F339 | $89.0M | 521,076 | 1.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $86.1M | 91,050 | 1.4% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $84.8M | 799,662 | 1.4% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $82.6M | 493,592 | 1.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $80.9M | 140,352 | 1.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $79.9M | 150,071 | 1.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $76.5M | 731,174 | 1.3% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $74.5M | 90,226 | 1.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $69.5M | 816,932 | 1.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $67.1M | 122,385 | 1.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $62.0M | 370,782 | 1.0% |
| Home Depot Inc(HD) | COM | 437076102 | $60.7M | 165,655 | 1.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $58.9M | 483,964 | 1.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $57.3M | 163,382 | 0.9% |
| Walmart Inc(WMT) | COM | 931142103 | $55.3M | 629,564 | 0.9% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $52.5M | 316,859 | 0.9% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $51.1M | 1,004,375 | 0.8% |
| Procter and Gamble Co(PG) | COM | 742718109 | $49.7M | 291,405 | 0.8% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $48.7M | 409,226 | 0.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $45.6M | 87,107 | 0.8% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $44.4M | 30,984 | 0.7% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $41.1M | 131,646 | 0.7% |
| Abbott Labs(ABT) | COM | 002824100 | $40.8M | 307,903 | 0.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $39.7M | 153,020 | 0.7% |
| Linde PLC(LIN) | SHS | G54950103 | $37.9M | 81,409 | 0.6% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $35.2M | 496,513 | 0.6% |
| Welltower Inc(WELL) | COM | 95040Q104 | $34.1M | 222,695 | 0.6% |
| BlackRock Inc(BLK) | None | 09290D101 | $34.1M | 36,035 | 0.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $31.7M | 33,961 | 0.5% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $31.3M | 156,809 | 0.5% |
| Bank America Corp(BAC) | COM | 060505104 | $30.8M | 738,230 | 0.5% |
| Oracle Corp(ORCL) | COM | 68389X105 | $30.1M | 215,074 | 0.5% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $29.5M | 164,125 | 0.5% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $28.8M | 106,024 | 0.5% |
| Union PAC Corp(UNP) | COM | 907818108 | $27.2M | 114,946 | 0.4% |
| Parker-Hannifin Corp(PH) | COM | 701094104 | $26.8M | 44,030 | 0.4% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $26.8M | 810,884 | 0.4% |
| Invesco Exchange Traded FD T(XMHQ) | S&P MDCP QUALITY | 46137V472 | $26.5M | 289,341 | 0.4% |