West Des Moines, IACIK 18415444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
300 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.34M | $450.37M | 13.6% | +13.2K | Added |
| 2 | Vanguard Tax-Managed Fds | 2.80M | $174.87M | 5.3% | +43.9K | Added |
| 3 | Vanguard Bd Index Fds | 2.31M | $171.30M | 5.2% | +97.8K | Added |
| 4 | Dimensional ETF Trust |
| 3.10M |
| $154.82M |
| 4.7% |
| −141.0K |
| Reduced |
| 5 | Vanguard Scottsdale Fds | 2.47M | $148.06M | 4.5% | +132.0K | Added |
| 6 | Ishares Tr | 719.7K | $142.95M | 4.3% | +19.0K | Added |
| 7 | Dimensional ETF Trust | 4.14M | $141.74M | 4.3% | +1.7K | Added |
| 8 | Dimensional ETF Trust | 3.93M | $128.04M | 3.9% | −89.5K | Reduced |
| 9 | Vanguard Index Fds | 612.1K | $116.90M | 3.5% | −16.7K | Reduced |
| 10 | Dimensional ETF Trust | 2.97M | $113.09M | 3.4% | +106.7K | Added |
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