Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST US COR EQU 2 ETF | 3,703,605 | 3,714,327 | +10,722 | 126,997 | 128,479 | 40.45% | +1,482 |
| DIMENSIONAL ETF TRUST WORLD EQUITY ETF | 0 | 8,624 | +8,624 | 0 | 539 | 0.17% | +539 |
| VANGUARD INDEX FDS | 1,681 | 3,023 | +1,342 | 476 | 876 | 0.28% | +400 |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 0 | 4,783 | +4,783 | 0 | 373 | 0.12% | +373 |
| DIMENSIONAL ETF TRUST US TARGETED VLU | 324,777 | 329,400 | +4,623 | 18,067 | 18,334 | 5.77% | +267 |
| CBRE GROUP INC(CBRE) | 0 | 1,585 | +1,585 | 0 | 208 | 0.07% | +208 |
| PNC FINL SVCS GROUP INC(PNC) | 0 | 1,069 | +1,069 | 0 | 206 | 0.06% | +206 |
| VANGUARD INDEX FDS | 0 | 748 | +748 | 0 | 202 | 0.06% | +202 |
| BERKSHIRE HATHAWAY INC DEL | 2,528 | 2,840 | +312 | 1,164 | 1,287 | 0.41% | +124 |
| ISHARES TR | 6,570 | 6,543 | -27 | 3,790 | 3,852 | 1.21% | +62 |
| JPMORGAN CHASE & CO.(JPM) | 1,689 | 1,692 | +3 | 356 | 406 | 0.13% | +49 |
| AMERICAN CENTY ETF TR | 33,957 | 33,808 | -149 | 3,231 | 3,277 | 1.03% | +46 |
| AMAZON COM INC(AMZN) | 1,256 | 1,276 | +20 | 234 | 280 | 0.09% | +46 |
| DIMENSIONAL ETF TRUST US MKTWIDE VALUE | 902,984 | 921,028 | +18,044 | 37,645 | 37,688 | 11.86% | +43 |
| APPLE INC(AAPL) | 980 | 981 | +1 | 228 | 246 | 0.08% | +17 |
| VANGUARD INDEX FDS | 450 | 466 | +16 | 237 | 251 | 0.08% | +14 |
| SPDR S&P 500 ETF TR(SPY) | 893 | 896 | +3 | 513 | 525 | 0.17% | +13 |
| EQUITY BANCSHARES INC(EQBK) | 6,556 | 6,579 | +23 | 268 | 279 | 0.09% | +11 |
| AMERICAN CENTY ETF TR | 5,897 | 5,900 | +3 | 566 | 570 | 0.18% | +4 |
| CAPITOL FED FINL INC(CFFN) | 23,266 | 23,557 | +291 | 136 | 139 | 0.04% | +3 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 1,724 | 1,724 | 0 | 381 | 379 | 0.12% | -2 |
| CHEVRON CORP NEW(CVX) | 2,401 | 2,425 | +24 | 354 | 351 | 0.11% | -2 |
| AMMO INC | 20,375 | 20,375 | 0 | 29 | 22 | 0.01% | -7 |
| COMPASS MINERALS INTL INC(CMP) | 10,221 | 10,221 | 0 | 123 | 115 | 0.04% | -8 |
| SHELL PLC(SHEL) | 3,258 | 3,295 | +37 | 215 | 206 | 0.06% | -8 |
| MICROSOFT CORP(MSFT) | 1,003 | 970 | -33 | 432 | 409 | 0.13% | -23 |
| MERCK & CO INC(MRK) | 2,292 | 2,302 | +10 | 260 | 229 | 0.07% | -31 |
| VANGUARD INDEX FDS | 9,576 | 9,505 | -71 | 1,923 | 1,884 | 0.59% | -39 |
| DANAHER CORPORATION(DHR) | 1,169 | 1,170 | +1 | 325 | 269 | 0.08% | -56 |
| ELI LILLY & CO(LLY) | 633 | 633 | 0 | 561 | 489 | 0.15% | -72 |
| ISHARES TR | 18,778 | 18,131 | -647 | 6,135 | 6,060 | 1.91% | -75 |
| VANGUARD INDEX FDS | 20,728 | 20,786 | +58 | 3,618 | 3,519 | 1.11% | -99 |
| EXXON MOBIL CORP | 4,163 | 3,592 | -571 | 488 | 386 | 0.12% | -102 |
| DIMENSIONAL ETF TRUST NATL MUN BD ETF | 11,288 | 8,391 | -2,897 | 548 | 401 | 0.13% | -147 |
| DIMENSIONAL ETF TRUST CORE FIXE IN ETF | 21,913 | 18,671 | -3,242 | 946 | 771 | 0.24% | -176 |
| SOUTHERN MO BANCORP INC(SMBC) | 5,798 | 0 | -5,798 | 328 | 0 | — | -328 |
| VANGUARD INTL EQUITY INDEX F | 212,724 | 215,807 | +3,083 | 13,402 | 12,389 | 3.90% | -1,012 |
| DIMENSIONAL ETF TRUST WORLD EX US CORE | 3,502,573 | 3,691,185 | +188,612 | 94,604 | 91,763 | 28.89% | -2,842 |