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CIK 0001713112 • 7 13F filings • Apr 23, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $232K | 0.1% | 1,220 SH | |
| AMGEN INC | COM | $295K | 0.1% | 949 SH | |
| APPLE INC | COM | $1.4M | 0.4% | 6,079 SH | |
| CASEYS GEN STORES INC | COM | $924K | 0.3% | 2,129 SH | |
| DEERE & CO | COM | $536K | 0.2% | 1,142 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $281K | 0.1% | 8,531 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $205K | 0.1% | 3,986 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $3.2M | 1.0% | 20,116 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $315K | 0.1% | 636 SH | |
| ISHARES TR | ESG AWARE MSCI | $328K | 0.1% | 8,545 SH | |
| ISHARES TR | IBOXX INV CP ETF | $3.3M | 1.0% | 30,642 SH | |
| ISHARES TR | PFD AND INCM SEC | $203K | 0.1% | 6,602 SH | |
| ISHARES TR | TIPS BD ETF | $256K | 0.1% | 2,300 SH | |
| KEURIG DR PEPPER INC | COM | $265K | 0.1% | 7,743 SH | |
| NVIDIA CORPORATION | COM | $221K | 0.1% | 2,035 SH | |
| PIMCO ETF TR | INV GRD CRP BD | $21.4M | 6.6% | 221,311 SH | |
| PRINCIPAL FINANCIAL GROUP IN | COM | $593K | 0.2% | 7,026 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $24.8M | 7.7% | 1,070,002 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $28.6M | 8.8% | 1,142,478 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $76.2M | 23.5% | 2,865,572 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $27.5M | 8.5% | 1,050,999 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $26.6M | 8.2% | 1,134,492 SH | |
| SPDR SER TR | ICE PFD SEC ETF | $244K | 0.1% | 7,528 SH | |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $205K | 0.1% | 5,384 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $7.4M | 2.3% | 88,677 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $4.0M | 1.2% | 15,543 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $55.4M | 17.1% | 297,399 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.8M | 1.2% | 17,212 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $10.8M | 3.3% | 62,443 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $247K | 0.1% | 4,983 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $492K | 0.2% | 5,022 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $22.7M | 7.0% | 41,817 SH | |
| WALMART INC | COM | $501K | 0.2% | 5,702 SH | |
| WELLS FARGO CO NEW | COM | $367K | 0.1% | 5,117 SH |
| 13F-HR |
| 0001713112-25-000004 |
| $382.3M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001713112-26-000003 | $461.7M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003955 | $353.7M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001713112-26-000002 | $399.5M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002248 | $323.9M | View |