Urbandale, IACIK 17131124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 3.05M | $90.26M | 22.7% | +100.2K | Added |
| 2 | Vanguard Index Fds | 323.4K | $68.50M | 17.2% | +13.7K | Added |
| 3 | Schwab Strategic Tr | 1.18M | $38.43M | 9.6% | +13.5K | Added |
| 4 | Schwab Strategic Tr |
| 1.22M |
| $34.68M |
| 8.7% |
| +30.1K |
| Added |
| 5 | Schwab Strategic Tr | 1.14M | $34.24M | 8.6% | +42.4K | Added |
| 6 | Vanguard World Fd | 42.7K | $32.23M | 8.1% | +7 | Added |
| 7 | Schwab Strategic Tr | 1.15M | $26.92M | 6.8% | +35.8K | Added |
| 8 | Pimco ETF Tr | 238.8K | $23.36M | 5.9% | +4.9K | Added |
| 9 | Vanguard Index Fds | 64.0K | $12.21M | 3.1% | +1.7K | Added |
| 10 | Vanguard Admiral Fds Inc | 94.8K | $9.27M | 2.3% | +3.4K | Added |
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