West Des Moines, IACIK 20390884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
294 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 477.7K | $38.32M | 16.5% | +4.6K | Added |
| 2 | Wisdomtree Tr | 325.6K | $29.11M | 12.5% | +2.0K | Added |
| 3 | J P Morgan Exchange Traded F | 444.9K | $22.51M | 9.7% | −2.1K | Reduced |
| 4 | First Tr Exchange-Traded Fd |
| 351.0K |
| $17.25M |
| 7.4% |
| −310 |
| Reduced |
| 5 | Invesco Exch Traded Fd Tr II | 57.9K | $14.65M | 6.3% | +1.9K | Added |
| 6 | J P Morgan Exchange Traded F | 204.5K | $11.89M | 5.1% | +10.6K | Added |
| 7 | Spdr Series Trust | 49.2K | $10.36M | 4.5% | +171 | Added |
| 8 | Invesco Exch Traded Fd Tr II | 84.8K | $10.12M | 4.4% | +4.7K | Added |
| 9 | Ishares Tr | 154.3K | $8.20M | 3.5% | +12.3K | Added |
| 10 | Spdr Series Trust | 74.6K | $6.82M | 2.9% | −480 | Reduced |
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