West Des Moines, IACIK 19068054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.24M | $48.90M | 16.9% | −3.4K | Reduced |
| 2 | Capital Group Core Equity Et | 975.7K | $39.25M | 13.5% | −798 | Reduced |
| 3 | Capital Group Dividend Value | 647.7K | $28.27M | 9.8% | +1.9K | Added |
| 4 | Capital Grp Fixed Incm ETF T |
| 1.08M |
| $24.55M |
| 8.5% |
| +55.5K |
| Added |
| 5 | Dimensional ETF Trust | 488.4K | $18.57M | 6.4% | +3.4K | Added |
| 6 | Dimensional ETF Trust | 271.1K | $14.66M | 5.1% | +17.8K | Added |
| 7 | Dimensional ETF Trust | 382.0K | $14.56M | 5.0% | +1.1K | Added |
| 8 | Dimensional ETF Trust | 188.5K | $13.13M | 4.5% | +1.5K | Added |
| 9 | Capital Group Growth ETF | 275.7K | $12.26M | 4.2% | −7.7K | Reduced |
| 10 | Spdr Series Trust | 93.7K | $7.51M | 2.6% | −308 | Reduced |
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