2025-11-17T10:28:38-05:00 2024-12-31 480941858 WRIGHT CPA GROUP PA 505 COMMERCIAL ST EMPORIA KS 668014005 990PF 2024-01-01 822368664 HUNTER LEGACY FAMILY FOUNDATION HUNT 8162558058 5815 STATE LINE ROAD KANSAS CITY MO 64113 BRITTON HUNTER TRUSTEE 8162558058 2025-11-10 true BRYON T ROSINE P00985082 6203427435 2025-11-10 2024 2025-03-06 01:10:19Z X 3128318 X X 6154 6154 6154 56153 56153 56153 226809 2234002 226809 74619 130 130 289246 289116 137056 14374 14374 3148 1035 12 12 17534 15421 0 85200 85200 102734 15421 85200 186512 273695 137056 90161 130429 130429 2311890 2598969 2997889 140835 2542886 2729398 3128318 0 X 2542886 2729398 2542886 2729398 2542886 2729398 2542886 186512 2729398 2729398 METROPOLITAN WEST TOTAL RETURN BD I P 2018-02-20 2024-06-06 5383 6237 -854 -854 AMERICAN CENTURY INTERNATIONAL OPPS P 2022-07-25 2024-09-05 49605 44526 5079 5079 BLACKROCK SUSTAINABLE ADG LG CP CR I P 2023-10-20 2024-01-25 3109 2675 434 434 SPDR S&P 500 VALUE ETF P 2024-01-25 2024-09-05 177501 159754 17747 17747 METROPOLITAN WEST TOTAL RETURN BD I P 2018-07-12 2024-06-06 7119 8249 -1130 -1130 ISHARES TOTAL USD BOND MARKET ETF P 2022-07-25 2024-09-05 45880 46329 -449 -449 ISHARES GLOBAL ENERGY ETF P 2023-10-20 2024-06-06 47381 46839 542 542 BLACKROCK US EQY FCTR ROTN ETF P 2024-03-20 2024-06-06 2558 2465 93 93 AMERICAN CENTURY INTERNATIONAL OPPS P 2019-01-11 2024-09-05 64458 59680 4778 4778 METROPOLITAN WEST TOTAL RETURN BD I P 2022-10-20 2024-06-06 1128 1091 37 37 ISHARES US TECHNOLOGY ETF P 2023-10-20 2024-01-25 9629 7840 1789 1789 ISHARES U.S. EQUITY FACTOR ROTATION P 2024-03-20 2024-11-08 18563 15624 2939 2939 METROPOLITAN WEST TOTAL RETURN BD I P 2019-01-11 2024-06-06 14985 17380 -2395 -2395 BLACKROCK SUSTAINABLE ADG LG CP CR I P 2023-01-13 2024-01-25 5668 4627 1041 1041 ISHARES US TECHNOLOGY ETF P 2023-10-20 2024-11-08 10120 6675 3445 3445 BLACKROCK UNCONSTRAINED EQUITY INSTL P 2024-03-20 2024-09-05 79371 83428 -4057 -4057 METROPOLITAN WEST TOTAL RETURN BD I P 2019-09-17 2024-03-20 6031 7369 -1338 -1338 BLACKROCK SUSTAINABLE ADG LG CP CR I P 2023-01-13 2024-03-20 428464 326568 101896 101896 VANGUARD MEGA CAP ETF P 2023-10-20 2024-01-25 81460 70832 10628 10628 ISHARES MSCI USA QLTY FACT ETF P 2024-03-20 2024-09-05 7954 7517 437 437 METROPOLITAN WEST TOTAL RETURN BD I P 2019-09-17 2024-06-06 7548 9233 -1685 -1685 GQG PARTNERS EMERGING MARKETS EQUITY P 2023-01-13 2024-01-25 53356 43249 10107 10107 METROPOLITAN WEST TOTAL RETURN BD I P 2023-10-20 2024-06-06 27668 25942 1726 1726 SPDR S&P 500 GROWTH ETF P 2024-03-20 2024-09-05 66443 61671 4772 4772 SPDR PORT S&P 500 P 2021-03-30 2024-03-20 11094 8478 2616 2616 ISHARES MSCI USA MIN VOL FCTR ETF P 2023-01-13 2024-01-25 46914 43203 3711 3711 SPDR PORT S&P 500 P 2023-10-20 2024-01-25 8171 7134 1037 1037 SPDR S&P 500 GROWTH ETF P 2024-03-20 2024-11-08 11725 9734 1991 1991 SPDR PORT S&P 500 P 2021-03-30 2024-06-06 65521 48368 17153 17153 METROPOLITAN WEST TOTAL RETURN BD I P 2023-03-02 2024-06-06 2694 2697 -3 -3 SPDR PORT S&P 500 P 2023-10-20 2024-03-20 21642 17811 3831 3831 AMERICAN CENTURY INTERNATIONAL OPPS P 2024-06-06 2024-09-05 29548 29579 -31 -31 METROPOLITAN WEST TOTAL RETURN BD I P 2021-05-28 2024-06-06 1905 2315 -410 -410 ISHARES MSCI USA MIN VOL FCTR ETF P 2023-03-02 2024-01-25 2788 2477 311 311 SPDR LONG TERM TREASURY ETF P 2023-10-20 2024-01-25 194 173 21 21 SPDR S&P 500 GROWTH ETF P 2024-06-06 2024-09-05 76538 75238 1300 1300 METROPOLITAN WEST TOTAL RETURN BD I P 2021-10-25 2024-06-06 2164 2626 -462 -462 ISHARES TOTAL USD BOND MARKET ETF P 2023-03-20 2024-09-05 6011 5870 141 141 AMERICAN CENTURY INTERNATIONAL OPPS P 2024-01-25 2024-09-05 54633 51664 2969 2969 AVANTIS US EQUITY ETF P 2024-09-05 2024-11-08 8996 8210 786 786 ISHARES MSCI USA MIN VOL FCTR ETF P 2021-10-25 2024-01-25 2708 2644 64 64 ISHARES MSCI USA QLTY FACT ETF P 2023-03-20 2024-01-25 84143 66476 17667 17667 ISHARES TOTAL USD BOND MARKET ETF P 2024-01-25 2024-09-05 2865 2785 80 80 GUGGENHEIM TOTAL RETURN BOND INSTL P 2024-09-05 2024-11-08 99832 102056 -2224 -2224 ISHARES MSCI EAFE VALUE ETF P 2022-02-04 2024-01-25 20311 20514 -203 -203 AVANTIS US EQUITY ETF P 2023-07-20 2024-01-25 1070 1005 65 65 ISHARES GLOBAL ENERGY ETF P 2024-01-25 2024-06-06 11111 10203 908 908 SPDR PORT S&P 500 P 2024-09-05 2024-11-08 14694 13535 1159 1159 ISHARES MSCI EAFE VALUE ETF P 2022-02-04 2024-03-20 82123 79413 2710 2710 METROPOLITAN WEST TOTAL RETURN BD I P 2023-07-20 2024-03-20 9493 9577 -84 -84 METROPOLITAN WEST TOTAL RETURN BD I P 2024-01-25 2024-03-20 4995 5028 -33 -33 ISHARES GOLD ETF P 2024-11-30 2024-11-30 6 6 6 ISHARES MSCI EAFE VALUE ETF P 2022-02-04 2024-09-05 87949 80708 7241 7241 SPDR S&P 500 GROWTH ETF P 2023-07-20 2024-01-25 81109 74130 6979 6979 FIRST EAGLE GLOBAL I P 2024-01-25 2024-09-05 10287 9037 1250 1250 ISHARES GOLD ETF P 2024-12-31 2024-12-31 6 6 6 METROPOLITAN WEST TOTAL RETURN BD I P 2022-02-04 2024-06-06 40894 48119 -7225 -7225 ISHARES TREASURY FLOATING RATE B ETF P 2023-07-20 2024-01-25 47468 47431 37 37 SPDR AGGREGATE BOND ETF P 2024-01-25 2024-06-06 52693 53155 -462 -462 226809 74619 3804 3804 3804 1000 1000 X 27 2831 false false false false false false false true true MO true false false false false true N/A BRITTON HUNTER 8162558058 5815 STATE LINE ROAD KANSAS CITY MO 64112 false false false false false false false false false false false false false false false false false false false false BRITTON HUNTER 5815 STATE LINE ROAD KANSAS CITY MO 64112 TRUSTEE 000.00 0 0 0 SUE HUNTER 6440 BELINDER AVE SHAWNEE MISSION KS 66208 TRUSTEE 000.00 0 0 0 NONE NONE ALL DONATIONS TO NONPROFIT ORGANIZATIONS RELATING TO MEDICAL RESEARCH, RELIGIOUS ORGANIZATIONS, AND ANIMAL RIGHTS PROTECTION N/A 2920213 97719 0 3017932 3017932 45269 2972663 148633 148633 3804 3804 144829 144829 144829 85200 85200 144829 122600 113450 36477 4313 276840 85200 85200 59629 59629 217211 0 62971 154240 113450 36477 4313 X BRITTON HUNTER 5815 STATE LINE ROAD KANSAS CITY MO 64113 BRITTONH@HOTMAIL.COM LANTZ TUCKER MEMORIAL FUND 604 E HAROLD ST OLATHE KS 66061 N/A CHARITABLE CONTRIBUTION 3000 THE RESCUE PROJECT 515 E CEDAR ST OLATHE KS 66061 N/A CHARITABLE CONTRIBUTION 3000 KITE FOUNDATION AT 1433 4815 W 86TH ST PRARIE VILLAGE KS 66207 N/A CHARITABLE CONTRIBUTION 3000 AFA 11500 NW AMBASSADOR DRIVE KANSAS CITY MO 64153 N/A CHARITABLE CONTRIBUTION 8000 EXCELSIOR SPRINGS FRIENDS OF ANIMAL PO BOX 661 EXCELSIOR SPRINGS MO 64024 N/A CHARITABLE CONTRIBUTION 3000 FIX'EM KC 923 NE WOODS CHAPEL RD SU LEES SUMMIT MO 64064 N/A CHARITABLE CONTRIBUTION 30000 FIX'EM KC 923 NE WOODS CHAPEL RD SU LEES SUMMIT MO 64064 N/A CHARITABLE CONTRIBUTION 5000 GUARDIAN ANGELS MEDICAL SERVICE DOG 3251 NE 180TH AVE WILLISTON FL 32696 N/A CHARITABLE CONTRIBUTION 200 FRIENDS OF PARKVILLE SHELTER PO BOX 29121 PARKVILLE MO 64152 N/A CHARITABLE CONTRIBUTION 1500 MEOWY MATCHMAKERS 5400 NORWOOD ST FAIRWAY KS 66205 N/A CHARITABLE CONTRIBUTION 500 THE UNIVERSITY OF KANSAS HEALTH SYS 11300 CORPORATE AVE SUIT LENEXA KS 66219 N/A CHARITABLE CONTRIBUTION 2000 MARQ 13907 S MINUTEMAN DR ST DRAPER UT 84020 N/A CHARITABLE CONTRIBUTION 2000 KANSAS CITY PBS 125 E 31ST ST KANSAS CITY MO 64108 N/A CHARITABLE CONTRIBUTION 5000 HABITAT FOR HUMANITY 322 W LAMAR ST AMERICUS GA 31709 N/A CHARITABLE CONTRIBUTION 500 THE RABBIT HOLE 919 E 14TH AVENUE N KANSAS CITY MO 64116 N/A CHARITABLE CONTRIBUTION 500 ON A MISSION KC PO BOX 533 MISSION KS 66201 N/A CHARITABLE CONTRIBUTION 2000 ARMANIS ANGELS KC 4350 N BRIDLESPUR LN ROCHEPORT MO 65279 N/A CHARITABLE CONTRIBUTION 3000 CHAIN OF HOPE KC 5100 BLUE RIDGE BLVD RAYTOWN MO 64133 N/A CHARITABLE CONTRIBUTION 5000 ALDF 525 EAST COTATI AVENUE COTATI CA 94931 N/A CHARITABLE CONTRIBUTION 2000 MID-AMERICA BULLY BREED RESCUE (MAB PO BOX 410233 KANSAS CITY MO 64141 N/A CHARITABLE CONTRIBUTION 2000 ANGEL HEARTS RESCUE 5532 REEDS RD MISSION KS 66202 N/A CHARITABLE CONTRIBUTION 500 GREAT PLAINS SPCA 5424 ANTIOCH DRIVE MERRIAM KS 66202 N/A CHARITABLE CONTRIBUTION 2000 LAKESIDE NATURE CENTER 4701 E GREGORY BLVD KANSAS CITY MO 64132 N/A CHARITABLE CONTRIBUTION 1000 EXCELS SPRINGS FRIENDS OF ANIMALS PO BOX 661 EXCELS SPRINGS MO 64024 N/A CHARITABLE CONTRIBUTION 500 85200 14 6154 14 56153 14 226809 OTHER INCOME 25 130 289246 289246 false false false false false false false false false false METORPOLITAN WEST TOTAL US TREASURY BILL 24 US TREASURY BILL 24 US TREASURY BILL 24 US TREASURY BILL 24 US TREASURY BILL 24 US TREASURY BILL 24 US TREASURY DUE 03/06/25 49487 49633 US TREASURY DUE 04/08/25 49293 49443 AVANTIS US EQUITY ETF 194749 235540 COLUMBIA EM CORE 109069 110526 ISHARES GLOBAL ENERGY ISHARES MBS ETF 30629 29796 ISHARES MSCI EAFE VALUE ISHARES MSCI USA MIN VOL ISHARES MSCI USA QTLY 224503 295079 ISHARES TOTAL USD BOND ISHARES TREASURY ISHARES US INFRASTRUCTURE ETF 48885 62121 ISHARES US TECHNOLOGY 58553 119800 SPDR LONG TERM TREASURY 32038 29176 SPDR PORTFOLIO S&P 500 376597 506364 SPDR S&P 500 GROWTH ETF 151019 182744 VANGUARD MEGA CAP ETF AMERICAN CENTURY INTERNATIONAL OPPS BLACKROCK GLOBAL EQUITY 49949 54634 BLACKROCK SUSTAINABLE AD BLACKROCK SYSTEMATIC MUL 54351 54027 BLACKROCK TACTICAL OPPOR 57984 61737 FIRST EAGLE GLOBAL 159282 187577 GQG PARTNERS EMERGING MA 54062 56917 BLACKROCK ADVANTAGE INTERNATIONAL IN 397319 374702 ISHS US EQTY FACTR ROTATN ACT 196228 238108 GUGGENHEIM TOTAL RETURN BOND INSTL 180876 179412 ISHARES GOLD 30253 29508 ISHARES MSCI USA MOMNTUMFCT 93843 91045 EXPENSES INVESTMENT FEE 12 12 OTHER INCOME 130 130 BROKER ADVISOR FEES 14374 14374 FOREIGN TAXES 1035 1035 FEDERAL EXCISE TAX - PY 1113 FEDERAL EXCISE TAX - CY 1000