Des Moines, IACIK 19013374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
83 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 17.2K | $10.82M | 4.7% | +500 | Added |
| 2 | Bank America Corp | 173.5K | $9.54M | 4.2% | +9.1K | Added |
| 3 | Vanguard World Fd | 32.8K | $9.45M | 4.1% | +4.5K | Added |
| 4 | Schwab Strategic Tr |
| 302.6K |
| $8.30M |
| 3.6% |
| +82.9K |
| Added |
| 5 | Wells Fargo Co New | 86.5K | $8.06M | 3.5% | +4.9K | Added |
| 6 | Microsoft Corp | 15.0K | $7.26M | 3.2% | −2.4K | Reduced |
| 7 | Us Bancorp Del | 124.8K | $6.66M | 2.9% | +8.6K | Added |
| 8 | Deere & Co | 13.9K | $6.49M | 2.8% | +729 | Added |
| 9 | Principal Financial Group In | 72.8K | $6.42M | 2.8% | −552 | Reduced |
| 10 | Caterpillar Inc | 10.8K | $6.20M | 2.7% | +479 | Added |
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