Des Moines, IACIK 18436844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
236 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 149.5K | $93.77M | 15.8% | −11.5K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 1.10M | $68.81M | 11.6% | −23.6K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 98.3K | $67.04M | 11.3% | −6.2K | Reduced |
| 4 | Vanguard Mun Bd Fds |
| 1.07M |
| $54.01M |
| 9.1% |
| −61.7K |
| Reduced |
| 5 | Vanguard Bd Index Fds | 712.9K | $52.81M | 8.9% | −94.5K | Reduced |
| 6 | Dimensional ETF Trust | 890.1K | $28.99M | 4.9% | −31.4K | Reduced |
| 7 | Ishares Tr | 288.9K | $25.85M | 4.4% | −2.4K | Reduced |
| 8 | Ishares Tr | 362.7K | $23.94M | 4.0% | −7.9K | Reduced |
| 9 | Vanguard Scottsdale Fds | 255.3K | $21.38M | 3.6% | +57.5K | Added |
| 10 | Ishares Tr | 176.3K | $19.38M | 3.3% | +42.4K | Added |
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