West Des Moines, IACIK 16757624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
220 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 275.0K | $188.35M | 23.7% | −1.5K | Reduced |
| 2 | Ishares Tr | 509.3K | $86.89M | 10.9% | −6.4K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 1.26M | $78.61M | 9.9% | −5.1K | Reduced |
| 4 | John Hancock Exchange Traded |
| 972.6K |
| $63.68M |
| 8.0% |
| +19.0K |
| Added |
| 5 | Vanguard Bd Index Fds | 779.1K | $57.71M | 7.3% | +680 | Added |
| 6 | Ishares Tr | 352.6K | $33.94M | 4.3% | −9.9K | Reduced |
| 7 | John Hancock Exchange Traded | 673.9K | $28.30M | 3.6% | +82.9K | Added |
| 8 | Nvidia Corporation | 68.3K | $12.74M | 1.6% | +768 | Added |
| 9 | Alphabet Inc | 36.0K | $11.29M | 1.4% | −1.0K | Reduced |
| 10 | Ares Capital Corp | 501.4K | $10.14M | 1.3% | −271.8K | Reduced |
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