Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST WORLD EX US CORE | 3,212,168 | 3,351,325 | +139,157 | 81,718 | 85,191 | 29.18% | +3,473 |
| DIMENSIONAL ETF TRUST US COR EQU 2 ETF | 3,602,112 | 3,631,616 | +29,504 | 115,087 | 117,083 | 40.11% | +1,996 |
| APPLE INC(AAPL) | 0 | 979 | +979 | 0 | 206 | 0.07% | +206 |
| ISHARES TR | 18,669 | 18,716 | +47 | 5,602 | 5,777 | 1.98% | +175 |
| ISHARES TR | 6,557 | 6,576 | +19 | 3,447 | 3,599 | 1.23% | +152 |
| VANGUARD INDEX FDS | 1,332 | 1,676 | +344 | 346 | 448 | 0.15% | +102 |
| ELI LILLY & CO(LLY) | 634 | 633 | -1 | 493 | 573 | 0.20% | +80 |
| AMAZON COM INC(AMZN) | 1,300 | 1,365 | +65 | 234 | 264 | 0.09% | +29 |
| SPDR S&P 500 ETF TR(SPY) | 888 | 890 | +2 | 464 | 485 | 0.17% | +20 |
| SHELL PLC(SHEL) | 3,195 | 3,226 | +31 | 214 | 233 | 0.08% | +19 |
| VANGUARD INDEX FDS | 619 | 618 | -1 | 297 | 309 | 0.11% | +12 |
| SOUTHERN MO BANCORP INC(SMBC) | 5,798 | 5,798 | 0 | 253 | 261 | 0.09% | +8 |
| EQUITY BANCSHARES INC(EQBK) | 6,510 | 6,535 | +25 | 224 | 230 | 0.08% | +6 |
| DANAHER CORPORATION(DHR) | 1,151 | 1,167 | +16 | 287 | 292 | 0.10% | +4 |
| DIMENSIONAL ETF TRUST CORE FIXE IN ETF | 21,495 | 21,752 | +257 | 902 | 904 | 0.31% | +2 |
| MICROSOFT CORP(MSFT) | 1,062 | 1,001 | -61 | 447 | 448 | 0.15% | +1 |
| DIMENSIONAL ETF TRUST NATL MUN BD ETF | 11,139 | 11,213 | +74 | 536 | 536 | 0.18% | -0 |
| AMERICAN CENTY ETF TR | 5,930 | 6,177 | +247 | 556 | 554 | 0.19% | -1 |
| CAPITOL FED FINL INC(CFFN) | 22,569 | 22,939 | +370 | 135 | 126 | 0.04% | -9 |
| CHEVRON CORP NEW(CVX) | 2,481 | 2,375 | -106 | 391 | 372 | 0.13% | -20 |
| AMMO INC | 20,375 | 20,375 | 0 | 56 | 34 | 0.01% | -22 |
| EXXON MOBIL CORP | 4,510 | 4,329 | -181 | 524 | 498 | 0.17% | -26 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 1,724 | 1,724 | 0 | 329 | 298 | 0.10% | -31 |
| VANGUARD INDEX FDS | 21,408 | 21,505 | +97 | 3,487 | 3,450 | 1.18% | -37 |
| COMPASS MINERALS INTL INC(CMP) | 10,221 | 10,221 | 0 | 161 | 106 | 0.04% | -55 |
| MERCK & CO INC(MRK) | 2,665 | 2,278 | -387 | 352 | 282 | 0.10% | -70 |
| BERKSHIRE HATHAWAY INC DEL | 2,692 | 2,578 | -114 | 1,132 | 1,049 | 0.36% | -83 |
| VANGUARD INDEX FDS | 10,012 | 9,946 | -66 | 1,921 | 1,815 | 0.62% | -106 |
| AMERICAN CENTY ETF TR | 35,902 | 34,360 | -1,542 | 3,213 | 3,099 | 1.06% | -114 |
| JPMORGAN CHASE & CO.(JPM) | 3,084 | 1,686 | -1,398 | 618 | 341 | 0.12% | -277 |
| VANGUARD INTL EQUITY INDEX F | 218,231 | 213,418 | -4,813 | 12,799 | 12,515 | 4.29% | -284 |
| DIMENSIONAL ETF TRUST US TARGETED VLU | 305,772 | 315,238 | +9,466 | 16,643 | 16,351 | 5.60% | -292 |
| DIMENSIONAL ETF TRUST US MKTWIDE VALUE | 846,293 | 871,123 | +24,830 | 34,613 | 34,209 | 11.72% | -404 |
| BERKSHIRE HATHAWAY INC DEL | 1 | 0 | -1 | 634 | 0 | — | -634 |