Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 | 58,621 | 318,528 | +259,907 | 1,180 | 6,482 | 3.69% | +5,302 |
| INVESCO EXCHANGE TRADED FD T RAFI US 1500 | 0 | 75,963 | +75,963 | 0 | 2,876 | 1.64% | +2,876 |
| VANGUARD BD INDEX FDS | 353,082 | 371,256 | +18,174 | 25,390 | 27,269 | 15.54% | +1,879 |
| ABRDN PRECIOUS METALS BASKET | 80,587 | 76,326 | -4,261 | 8,848 | 9,882 | 5.63% | +1,033 |
| INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP | 0 | 47,551 | +47,551 | 0 | 1,029 | 0.59% | +1,029 |
| SCHWAB STRATEGIC TR | 184,661 | 185,516 | +855 | 6,133 | 6,705 | 3.82% | +572 |
| ISHARES TR | 125,765 | 127,583 | +1,818 | 7,640 | 8,105 | 4.62% | +465 |
| VANGUARD TAX-MANAGED FDS | 120,545 | 122,375 | +1,830 | 5,764 | 6,220 | 3.54% | +456 |
| INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB | 349,663 | 364,204 | +14,541 | 6,811 | 7,135 | 4.07% | +323 |
| ISHARES TR | 48,417 | 49,247 | +830 | 5,159 | 5,471 | 3.12% | +312 |
| SCHWAB STRATEGIC TR | 0 | 9,592 | +9,592 | 0 | 258 | 0.15% | +258 |
| T-MOBILE US INC(TMUS) | 0 | 930 | +930 | 0 | 248 | 0.14% | +248 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 407 | +407 | 0 | 217 | 0.12% | +217 |
| ISHARES TR | 57,440 | 57,200 | -240 | 1,573 | 1,774 | 1.01% | +202 |
| INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB | 367,297 | 373,945 | +6,648 | 7,137 | 7,284 | 4.15% | +148 |
| TIMOTHY PLAN | 54,015 | 53,518 | -497 | 1,436 | 1,539 | 0.88% | +103 |
| EPR PPTYS(EPR) | 4,869 | 5,626 | +757 | 216 | 296 | 0.17% | +80 |
| ISHARES GOLD TR(IAU) | 6,764 | 6,764 | 0 | 335 | 399 | 0.23% | +64 |
| VANGUARD INTL EQUITY INDEX F | 37,972 | 38,145 | +173 | 1,672 | 1,726 | 0.98% | +54 |
| INVESCO EXCH TRD SLF IDX FD | 339,270 | 341,051 | +1,781 | 7,006 | 7,053 | 4.02% | +47 |
| ISHARES TR | 5,130 | 5,169 | +39 | 388 | 422 | 0.24% | +35 |
| ALLIANT ENERGY CORP(LNT) | 6,491 | 6,491 | 0 | 384 | 418 | 0.24% | +34 |
| EVERGY INC(EVRG) | 4,232 | 4,232 | 0 | 260 | 292 | 0.17% | +31 |
| INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 | 50,018 | 51,299 | +1,281 | 1,120 | 1,149 | 0.65% | +29 |
| ISHARES INC MSCI EMRG CHN | 85,943 | 86,952 | +1,009 | 4,766 | 4,790 | 2.73% | +25 |
| WISDOMTREE TR(WT) | 31,022 | 31,757 | +735 | 1,518 | 1,534 | 0.87% | +17 |
| INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 | 49,293 | 50,186 | +893 | 1,147 | 1,164 | 0.66% | +17 |
| INVESCO EXCH TRD SLF IDX FD | 50,233 | 50,942 | +709 | 1,159 | 1,174 | 0.67% | +15 |
| NUSHARES ETF TR NUVEEN ESG INTL | 16,635 | 16,164 | -471 | 500 | 515 | 0.29% | +15 |
| WISDOMTREE TR(WT) | 8,845 | 8,645 | -200 | 557 | 571 | 0.33% | +14 |
| ISHARES TR CORE MSCI TOTAL | 7,514 | 7,299 | -215 | 497 | 510 | 0.29% | +13 |
| ISHARES TR CORE DIV GRWTH | 31,894 | 31,811 | -83 | 1,956 | 1,965 | 1.12% | +9 |
| NVIDIA CORPORATION(NVDA) | 2,514 | 3,177 | +663 | 338 | 344 | 0.20% | +7 |
| WALMART INC(WMT) | 3,055 | 3,163 | +108 | 276 | 278 | 0.16% | +2 |
| AMAZON COM INC(AMZN) | 1,041 | 1,203 | +162 | 228 | 229 | 0.13% | +1 |
| SPDR SER TR ST PORT HIGH ETF | 82,686 | 82,753 | +67 | 1,941 | 1,938 | 1.10% | -3 |
| COMMERCE BANCSHARES INC(CBSH) | 4,555 | 4,402 | -153 | 284 | 274 | 0.16% | -10 |
| VANGUARD INDEX FDS | 839 | 818 | -21 | 222 | 212 | 0.12% | -10 |
| TIMOTHY PLAN | 15,066 | 14,929 | -137 | 645 | 634 | 0.36% | -12 |
| GARMIN LTD(GRMN) | 1,435 | 1,281 | -154 | 296 | 278 | 0.16% | -18 |
| SCHWAB STRATEGIC TR | 14,792 | 14,350 | -442 | 343 | 317 | 0.18% | -26 |
| NEXTERA ENERGY INC(NEE) | 6,331 | 5,972 | -359 | 454 | 423 | 0.24% | -30 |
| SPDR INDEX SHS FDS ST MARKE CAP ETF | 6,063 | 5,733 | -330 | 355 | 325 | 0.18% | -31 |
| VANGUARD INDEX FDS | 656 | 615 | -41 | 354 | 316 | 0.18% | -37 |
| AGILENT TECHNOLOGIES INC(A) | 3,127 | 3,257 | +130 | 420 | 381 | 0.22% | -39 |
| NUSHARES ETF TR NUVEEN ESG SMLCP | 11,377 | 11,377 | 0 | 476 | 436 | 0.25% | -40 |
| APPLE INC(AAPL) | 3,257 | 3,476 | +219 | 816 | 772 | 0.44% | -44 |
| ISHARES TR | 6,844 | 6,826 | -18 | 880 | 833 | 0.47% | -47 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 8,266 | 7,778 | -488 | 598 | 546 | 0.31% | -52 |
| TIMOTHY PLAN | 24,537 | 24,292 | -245 | 958 | 900 | 0.51% | -59 |
| SPDR S&P 500 ETF TR(SPY) | 599 | 504 | -95 | 351 | 282 | 0.16% | -69 |
| VANGUARD INDEX FDS | 8,848 | 8,794 | -54 | 2,564 | 2,417 | 1.38% | -147 |
| MICROSOFT CORP(MSFT) | 2,575 | 2,393 | -182 | 1,085 | 898 | 0.51% | -187 |
| NUSHARES ETF TR NUVEEN ESG MIDCP | 4,500 | 0 | -4,500 | 213 | 0 | — | -213 |
| SPDR SER TR ST STR SP BIOT | 2,398 | 0 | -2,398 | 216 | 0 | — | -216 |
| PROCTER AND GAMBLE CO(PG) | 1,439 | 0 | -1,439 | 241 | 0 | — | -241 |
| ISHARES TR | 10,220 | 8,532 | -1,688 | 1,243 | 980 | 0.56% | -263 |
| TESLA INC(TSLA) | 787 | 0 | -787 | 318 | 0 | — | -318 |
| ISHARES TR | 84,998 | 84,654 | -344 | 5,296 | 4,940 | 2.81% | -357 |
| SCHWAB STRATEGIC TR | 582,573 | 572,124 | -10,449 | 13,551 | 13,165 | 7.50% | -386 |
| ISHARES TR | 44,458 | 44,739 | +281 | 5,122 | 4,678 | 2.67% | -444 |
| SCHWAB STRATEGIC TR | 272,200 | 272,702 | +502 | 8,084 | 7,469 | 4.26% | -615 |
| ISHARES TR | 18,938 | 18,451 | -487 | 11,148 | 10,368 | 5.91% | -781 |
| VANGUARD WORLD FD INF TECH ETF | 8,470 | 8,137 | -333 | 5,267 | 4,413 | 2.51% | -853 |
| INVESCO EXCHANGE TRADED FD T RAFI US 1500 | 76,031 | 0 | -76,031 | 3,164 | 0 | — | -3,164 |