Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 21,969 | 21,099 | -870 | 10,879 | 19,064 | 3.52% | +8,185 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 40,107 | +40,107 | 0 | 16,310 | 3.01% | +16,310 |
| MICROSOFT CORP(MSFT) | 38,075 | 40,447 | +2,372 | 14,318 | 17,017 | 3.14% | +2,699 |
| ELI LILLY & CO(LLY) | 0 | 2,818 | +2,818 | 0 | 2,192 | 0.40% | +2,192 |
| DISNEY WALT CO(DIS) | 0 | 31,164 | +31,164 | 0 | 3,813 | 0.70% | +3,813 |
| SCHWAB CHARLES CORP(SCHW) | 63,316 | 70,563 | +7,247 | 4,356 | 5,105 | 0.94% | +748 |
| HOME DEPOT INC(HD) | 0 | 13,244 | +13,244 | 0 | 5,080 | 0.94% | +5,080 |
| SPIRE INC(SR) | 0 | 27,310 | +27,310 | 0 | 1,676 | 0.31% | +1,676 |
| AMERICAN EXPRESS CO(AXP) | 0 | 2,867 | +2,867 | 0 | 653 | 0.12% | +653 |
| COSTCO WHSL CORP NEW(COST) | 0 | 1,660 | +1,660 | 0 | 1,216 | 0.22% | +1,216 |
| MCKESSON CORP(MCK) | 0 | 779 | +779 | 0 | 418 | 0.08% | +418 |
| CBIZ INC(CBZ) | 0 | 4,285 | +4,285 | 0 | 336 | 0.06% | +336 |
| AMGEN INC(AMGN) | 0 | 1,050 | +1,050 | 0 | 299 | 0.06% | +299 |
| SPDR GOLD TR(GLD) | 0 | 1,445 | +1,445 | 0 | 297 | 0.05% | +297 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 0 | 5,253 | +5,253 | 0 | 285 | 0.05% | +285 |
| GENERAL ELECTRIC CO(GE) | 0 | 1,353 | +1,353 | 0 | 237 | 0.04% | +237 |
| UNILEVER PLC(UL) | 0 | 108,791 | +108,791 | 0 | 5,460 | 1.01% | +5,460 |
| SCHWAB STRATEGIC TR | 0 | 2,429 | +2,429 | 0 | 225 | 0.04% | +225 |
| LOCKHEED MARTIN CORP(LMT) | 5,788 | 6,255 | +467 | 2,623 | 2,845 | 0.53% | +222 |
| ISHARES TR | 0 | 4,534 | +4,534 | 0 | 2,384 | 0.44% | +2,384 |
| RTX CORPORATION(RTX) | 0 | 2,208 | +2,208 | 0 | 215 | 0.04% | +215 |
| CVS HEALTH CORP(CVS) | 0 | 2,598 | +2,598 | 0 | 207 | 0.04% | +207 |
| WASTE MGMT INC DEL(WM) | 0 | 950 | +950 | 0 | 202 | 0.04% | +202 |
| DOW INC(DOW) | 0 | 48,232 | +48,232 | 0 | 2,794 | 0.52% | +2,794 |
| AMERICAN CENTY ETF TR | 15,708 | 16,851 | +1,143 | 982 | 1,110 | 0.20% | +128 |
| INTEL CORP(INTC) | 0 | 9,253 | +9,253 | 0 | 409 | 0.08% | +409 |
| SHELL PLC(SHEL) | 0 | 7,970 | +7,970 | 0 | 534 | 0.10% | +534 |
| VANGUARD TAX-MANAGED FDS | 0 | 23,091 | +23,091 | 0 | 1,158 | 0.21% | +1,158 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 1,716 | +1,716 | 0 | 310 | 0.06% | +310 |
| ISHARES TR | 0 | 2,187 | +2,187 | 0 | 630 | 0.12% | +630 |
| UMB FINL CORP(UMBF) | 0 | 7,605 | +7,605 | 0 | 662 | 0.12% | +662 |
| CROSSFIRST BANKSHARES INC | 0 | 123,240 | +123,240 | 0 | 1,706 | 0.31% | +1,706 |
| HONEYWELL INTL INC(HON) | 0 | 2,265 | +2,265 | 0 | 465 | 0.09% | +465 |
| QURATE RETAIL INC | 0 | 15,000 | +15,000 | 0 | 18 | 0.00% | +18 |
| VANGUARD INDEX FDS | 0 | 981 | +981 | 0 | 245 | 0.05% | +245 |
| GOODRX HLDGS INC(GDRX) | 0 | 41,145 | +41,145 | 0 | 292 | 0.05% | +292 |
| SELECTQUOTE INC(Call) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| 3M CO(MMM) | 0 | 3,888 | +3,888 | 0 | 412 | 0.08% | +412 |
| GSK PLC(GSK) | 0 | 33,594 | +33,594 | 0 | 1,440 | 0.27% | +1,440 |
| ALPHABET INC(GOOG) | 7,432 | 5,946 | -1,486 | 1,047 | 905 | 0.17% | -142 |
| NETFLIX INC(NFLX) | 1,556 | 978 | -578 | 757 | 594 | 0.11% | -163 |
| BAXTER INTL INC | 0 | 6,098 | +6,098 | 0 | 261 | 0.05% | +261 |
| LINDE PLC(LIN) | 0 | 500 | +500 | 0 | 232 | 0.04% | +232 |
| CHUBB LIMITED COM | 0 | 941 | +941 | 0 | 244 | 0.04% | +244 |
| LOWES COS INC(LOW) | 0 | 962 | +962 | 0 | 245 | 0.05% | +245 |
| MASTERCARD INCORPORATED(MA) | 0 | 505 | +505 | 0 | 243 | 0.04% | +243 |
| BANK NOVA SCOTIA HALIFAX | 0 | 4,075 | +4,075 | 0 | 211 | 0.04% | +211 |
| ENERGY TRANSFER L P(ET) | 0 | 16,900 | +16,900 | 0 | 266 | 0.05% | +266 |
| CISCO SYS INC(CSCO) | 0 | 7,405 | +7,405 | 0 | 370 | 0.07% | +370 |
| TARGET CORP(TGT) | 0 | 1,736 | +1,736 | 0 | 308 | 0.06% | +308 |
| SPDR DOW JONES INDL AVERAGE(DIA) | 1,150 | 575 | -575 | 433 | 229 | 0.04% | -205 |
| COLGATE PALMOLIVE CO(CL) | 0 | 3,017 | +3,017 | 0 | 272 | 0.05% | +272 |
| ISHARES TR | 0 | 3,192 | +3,192 | 0 | 270 | 0.05% | +270 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 63 | +63 | 0 | 229 | 0.04% | +229 |
| MAINSTAY CBRE GBL INFRA MEG(MEGI) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SELECTQUOTE INC | 631,272 | 315,636 | -315,636 | 865 | 631 | 0.12% | -234 |
| ZOETIS INC(ZTS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NORTHERN LTS FD TR IV INSPIRE 100 ETF | 15,400 | 7,700 | -7,700 | 537 | 300 | 0.06% | -238 |
| US BANCORP DEL(USB) | 0 | 5,305 | +5,305 | 0 | 237 | 0.04% | +237 |
| IRON MTN INC DEL(IRM) | 0 | 4,150 | +4,150 | 0 | 333 | 0.06% | +333 |
| KKR & CO INC(KKR) | 0 | 4,022 | +4,022 | 0 | 405 | 0.07% | +405 |
| SALESFORCE INC(CRM) | 0 | 1,178 | +1,178 | 0 | 355 | 0.07% | +355 |
| MARATHON PETE CORP(MPC) | 8,206 | 4,703 | -3,503 | 1,217 | 948 | 0.17% | -270 |
| ISHARES TR | 0 | 3,686 | +3,686 | 0 | 310 | 0.06% | +310 |
| UNION PAC CORP(UNP) | 0 | 1,141 | +1,141 | 0 | 281 | 0.05% | +281 |
| YUM BRANDS INC(YUM) | 5,475 | 3,070 | -2,405 | 715 | 426 | 0.08% | -290 |
| UNITEDHEALTH GROUP INC(UNH) | 1,734 | 1,249 | -485 | 913 | 618 | 0.11% | -295 |
| BANK AMERICA CORP | 0 | 10,675 | +10,675 | 0 | 405 | 0.07% | +405 |
| STARBUCKS CORP(SBUX) | 0 | 58,551 | +58,551 | 0 | 5,351 | 0.99% | +5,351 |
| ISHARES TR | 0 | 4,779 | +4,779 | 0 | 303 | 0.06% | +303 |
| ISHARES TR CORE MSCI INTL | 0 | 5,731 | +5,731 | 0 | 385 | 0.07% | +385 |
| VANGUARD INDEX FDS | 0 | 1,800 | +1,800 | 0 | 411 | 0.08% | +411 |
| INVESCO QQQ TR | 1,848 | 924 | -924 | 757 | 410 | 0.08% | -347 |
| SPDR SER TR ST STR SP600 SML | 0 | 8,488 | +8,488 | 0 | 365 | 0.07% | +365 |
| PFIZER INC(PFE) | 47,616 | 36,520 | -11,096 | 1,371 | 1,013 | 0.19% | -357 |
| BROOKFIELD REAL ASSETS INCOM | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ISHARES TR | 10,304 | 5,152 | -5,152 | 776 | 411 | 0.08% | -365 |
| AMERICAN ELEC PWR CO INC | 0 | 4,784 | +4,784 | 0 | 412 | 0.08% | +412 |
| SPDR INDEX SHS FDS ST STR PO EX ETF | 23,780 | 11,890 | -11,890 | 809 | 426 | 0.08% | -383 |
| NEUBERGER BERMAN NEXT GENERA(NBXG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BCE INC(BCE) | 0 | 7,918 | +7,918 | 0 | 269 | 0.05% | +269 |
| VANGUARD INDEX FDS | 6,794 | 3,485 | -3,309 | 1,016 | 568 | 0.10% | -448 |
| BLACKROCK HEALTH SCIENCES TE | 0 | 33,500 | +33,500 | 0 | 549 | 0.10% | +549 |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1 | -1 | 1,085 | 634 | 0.12% | -451 |
| CHEVRON CORP NEW(CVX) | 22,892 | 18,618 | -4,274 | 3,415 | 2,937 | 0.54% | -478 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 18,414 | 9,221 | -9,193 | 1,098 | 575 | 0.11% | -523 |
| META PLATFORMS INC(META) | 4,742 | 2,371 | -2,371 | 1,678 | 1,151 | 0.21% | -527 |
| CONOCOPHILLIPS(COP) | 10,566 | 5,084 | -5,482 | 1,226 | 647 | 0.12% | -579 |
| ISHARES TR | 4,438 | 2,219 | -2,219 | 1,345 | 748 | 0.14% | -598 |
| MERCK & CO INC(MRK) | 26,862 | 17,339 | -9,523 | 2,929 | 2,288 | 0.42% | -641 |
| DUKE ENERGY CORP NEW(DUK) | 13,324 | 6,662 | -6,662 | 1,293 | 644 | 0.12% | -649 |
| TESLA INC(TSLA) | 4,790 | 2,950 | -1,840 | 1,190 | 519 | 0.10% | -672 |
| NEXTERA ENERGY INC(NEE) | 24,238 | 12,154 | -12,084 | 1,472 | 777 | 0.14% | -695 |
| ISHARES INC CORE MSCI EMKT | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SPDR SER TR ST STR P400MID | 34,890 | 17,652 | -17,238 | 1,700 | 942 | 0.17% | -758 |
| SPDR INDEX SHS FDS ST PORT MARK ETF | 27,396 | 5,830 | -21,566 | 970 | 211 | 0.04% | -759 |
| GRIFFON CORP(GFF) | 34,568 | 17,284 | -17,284 | 2,107 | 1,268 | 0.23% | -839 |
| VANGUARD INDEX FDS | 5,004 | 2,800 | -2,204 | 2,186 | 1,346 | 0.25% | -840 |
| DIMENSIONAL ETF TRUST US TARGETED VLU | 33,580 | 16,808 | -16,772 | 1,757 | 915 | 0.17% | -842 |
| EDWARDS LIFESCIENCES CORP | 28,148 | 13,384 | -14,764 | 2,146 | 1,279 | 0.24% | -867 |