| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | ISHARES TR CORE S&P500 ETF | $461.6M | 706.7K | 6.4% | ADDED | +31.2K |
| 2 | UMB FINL CORP COM | $450.0M | 3.99M | 6.3% | REDUCED | -85,451 |
| 3 | APPLE INC COM | $286.8M | 1.13M | 4.0% | REDUCED | -16,098 |
| 4 | NVIDIA CORPORATION COM | $228.9M | 1.31M | 3.2% | REDUCED | -9,004 |
| 5 | ALPHABET INC CAP STK CL A | $197.2M | 685.8K | 2.8% | REDUCED | -10,320 |
| 6 | MICROSOFT CORP COM | $181.6M | 490.5K | 2.5% | REDUCED | -4,603 |
| 7 | AMAZON COM INC COM | $142.4M | 683.5K | 2.0% | ADDED | +51.2K |
| 8 | BROADCOM INC COM | $129.6M | 418.6K | 1.8% | REDUCED | -26,163 |
| 9 | ISHARES TR CORE MSCI EAFE | $122.4M | 1.35M | 1.7% | ADDED | +72.7K |
| 10 | JPMORGAN CHASE & CO COM | $121.7M | 413.7K | 1.7% | REDUCED | -6,786 |
| 11 | ISHARES TR CORE S&P MCP ETF | $119.0M | 1.76M | 1.7% | REDUCED | -54,704 |
| 12 | BERKSHIRE HATHAWAY INC DEL CL A | $100.5M | 140 | 1.4% | ADDED | +135 |
| 13 | ISHARES TR RUS MID CAP ETF | $93.8M | 964.9K | 1.3% | REDUCED | -981 |
| 14 | PROGRESSIVE CORP COM | $84.5M | 426.1K | 1.2% | ADDED | +420.8K |
| 15 | JOHNSON & JOHNSON COM | $82.9M | 339.0K | 1.2% | REDUCED | -4,695 |
| 16 | UMB FINL CORP COM | $82.8M | 734.2K | 1.2% | REDUCED | -3,340,680 |
| 17 | COSTCO WHOLESALE CORPORATION COM | $82.2M | 82.5K | 1.1% | REDUCED | -1,532 |
| 18 | WALMART INC COM | $75.7M | 609.1K | 1.1% | REDUCED | -38,510 |
| 19 | CHEVRON CORPORATION COM | $75.4M | 364.6K | 1.1% | REDUCED | -6,599 |
| 20 | VANGUARD INDEX FDS VALUE ETF | $74.4M | 379.0K | 1.0% | REDUCED | -5,578 |
| 21 | ELI LILLY & CO COM | $68.8M | 74.8K | 1.0% | REDUCED | -793 |
| 22 | ISHARES TR CORE S&P SCP ETF | $67.7M | 545.0K | 0.9% | REDUCED | -27,004 |
| 23 | META PLATFORMS INC CL A | $67.6M | 118.2K | 0.9% | REDUCED | -778 |
| 24 | VANGUARD INDEX FDS GROWTH ETF | $65.9M | 151.0K | 0.9% | REDUCED | -3,066 |
| 25 | ISHARES TR INTRM GOV CR ETF | $65.4M | 613.0K | 0.9% | REDUCED | -57,831 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 11, 2026