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CIK 0002040393 • 6 13F filings • May 23, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $385K | 0.1%Prev: 0.1% | 1,139 SH | Increased+68 SH |
| ALPHABET INC | CAP STK CL C | $304K | 0.1%Prev: 0.1% | 899 SH | Increased |
| AMAZON COM INC | COM | $227K | 0.1%Prev: 0.1% | 947 SH | Decreased-130 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $3.8M | 0.9%Prev: 0.9% | 32,534 SH | Increased-1,574 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $654K | 0.2%Prev: 0.1% | 5,989 SH | Increased+11 SH |
| APPLE INC | COM | $459K | 0.1%Prev: 0.2% | 1,771 SH | Decreased-805 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.3%Prev: 0.4% | 2,755 SH | Decreased-120 SH |
| CAPITAL GROUP CONSERVATIVE E | SHS | $283K | 0.1%Prev: 0.1% | 9,096 SH | Increased+68 SH |
| CAPITOL FED FINL INC | COM | $192K | 0.0%Prev: 0.0% | 26,324 SH | Increased+1,739 SH |
| CBRE GROUP INC | CL A | $238K | 0.1%Prev: 0.1% | 1,398 SH | Decreased-191 SH |
| CHEVRON CORP NEW | COM | $471K | 0.1%Prev: 0.1% | 2,664 SH | Increased-35 SH |
| COMPASS MINERALS INTL INC | COM | $255K | 0.1%Prev: 0.0% | 10,221 SH | Increased |
| DANAHER CORPORATION | COM | $258K | 0.1%Prev: 0.1% | 1,178 SH | Increased+3 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.0M | 0.9%Prev: 0.4% | 94,104 SH | Increased+55,108 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $2.0M | 0.5%Prev: 0.5% | 45,151 SH | Increased-1,095 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $4.9M | 1.1%Prev: 1.1% | 109,734 SH | Increased-1,733 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $876K | 0.2%Prev: 0.1% | 18,061 SH | Increased+8,621 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $554K | 0.1%Prev: 0.1% | 11,616 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $147.7M | 34.5%Prev: 35.5% | 3,630,425 SH | Increased-26,452 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $46.3M | 10.8%Prev: 10.6% | 947,622 SH | Increased+5,779 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $283K | 0.1%Prev: 0.1% | 8,045 SH | Increased |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $12.0M | 2.8%Prev: 2.9% | 272,715 SH | Increased-342 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $22.3M | 5.2%Prev: 5.1% | 352,005 SH | Increased+3,628 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $11.0M | 2.6%Prev: 2.6% | 143,137 SH | Increased+1,079 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $125.6M | 29.4%Prev: 29.1% | 3,620,714 SH | Increased-60,112 SH |
| ELI LILLY & CO | COM | $527K | 0.1%Prev: 0.1% | 508 SH | Increased |
| EQUITY BANCSHARES INC | COM CL A | $309K | 0.1%Prev: 0.1% | 6,707 SH | Increased+54 SH |
| EXXON MOBIL CORP | COM | $511K | 0.1%Prev: 0.1% | 3,613 SH | Increased+194 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $534K | 0.1%Prev: 0.1% | 1,740 SH | Increased+9 SH |
| ISHARES TR | CORE S&P500 ETF | $4.6M | 1.1%Prev: 1.1% | 6,620 SH | Increased-118 SH |
| ISHARES TR | RUSSELL 3000 ETF | $7.0M | 1.6%Prev: 1.7% | 17,714 SH | Increased-137 SH |
| JOHNSON & JOHNSON | COM | $219K | 0.1% | 965 SH | New |
| JPMORGAN CHASE & CO. | COM | $464K | 0.1%Prev: 0.1% | 1,515 SH | Decreased-64 SH |
| MERCK & CO INC | COM | $274K | 0.1%Prev: 0.1% | 2,484 SH | Increased+42 SH |
| MICROSOFT CORP | COM | $582K | 0.1%Prev: 0.1% | 1,352 SH | Decreased+218 SH |
| NVIDIA CORPORATION | COM | $274K | 0.1%Prev: 0.1% | 1,433 SH | Increased+47 SH |
| ONE GAS INC | COM | $234K | 0.1% | 2,936 SH | New |
| ONEOK INC NEW | COM | $1.2M | 0.3% | 14,539 SH | New |
| OUTDOOR HOLDING CO | COM | $33K | 0.0%Prev: 0.0% | 20,375 SH | Increased |
| PNC FINL SVCS GROUP INC | COM | $234K | 0.1%Prev: 0.1% | 1,048 SH | Increased+10 SH |
| SHELL PLC | SPON ADS | $264K | 0.1%Prev: 0.1% | 3,429 SH | Increased+34 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $840K | 0.2%Prev: 0.2% | 1,214 SH | Increased+7 SH |
| TESLA INC | COM | $283K | 0.1%Prev: 0.1% | 657 SH | Decreased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $241K | 0.1%Prev: 0.1% | 757 SH | Increased+4 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $216K | 0.1%Prev: 0.1% | 339 SH | Increased+1 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.9M | 0.5%Prev: 0.5% | 8,701 SH | Increased-398 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $868K | 0.2%Prev: 0.2% | 2,548 SH | Increased+11 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.1M | 1.0%Prev: 1.0% | 20,529 SH | Increased-427 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $15.8M | 3.7%Prev: 3.8% | 203,294 SH | Increased-5,398 SH |
| 13F-HR |
| 0002040393-26-000003 |
| $478.9M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0002040393-25-000003 | $363.3M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0002040393-26-000002 | $420.5M | View |
| May 23, 2025 | Q1 2025 | 13F-HR | 0002040393-25-000002 | $314.9M | View |