Iowa City, IACIK 14126654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
305 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Midwestone Finl Group Inc Ne | 4.05M | $156.10M | 17.3% | −1.7K | Reduced |
| 2 | Schwab Strategic Tr | 1.19M | $35.21M | 3.9% | +39.3K | Added |
| 3 | Apple Inc | 129.0K | $35.08M | 3.9% | −3.2K | Reduced |
| 4 | Vanguard Scottsdale Fds |
| 264.1K |
| $32.15M |
| 3.6% |
| +2.8K |
| Added |
| 5 | Spdr Series Trust | 309.1K | $24.80M | 2.8% | +7.2K | Added |
| 6 | Ishares Tr | 227.1K | $24.32M | 2.7% | +181.1K | Added |
| 7 | Ishares Tr | 268.3K | $24.00M | 2.7% | +7.5K | Added |
| 8 | Schwab Strategic Tr | 720.6K | $18.90M | 2.1% | +115.9K | Added |
| 9 | Spdr Series Trust | 631.3K | $16.26M | 1.8% | +140.4K | Added |
| 10 | Vanguard Scottsdale Fds | 208.2K | $15.79M | 1.8% | −38.3K | Reduced |
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