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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 | $268K | 0.1%Prev: 0.1% | 1,220 SH | Increased |
| AMGEN INC | COM | $239K | 0.1%Prev: 0.1% | 857 SH | Increased+177 SH |
| APPLE INC | COM | $1.4M | 0.4%Prev: 0.5% | 6,657 SH | Decreased-461 SH |
| CASEYS GEN STORES INC | COM | $1.1M | 0.3%Prev: 0.4% | 2,139 SH | Decreased-6 SH |
| DEERE & CO | COM | $579K | 0.2%Prev: 0.2% | 1,139 SH | Decreased-46 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $307K | 0.1%Prev: 0.1% | 8,557 SH | Decreased-65 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $216K | 0.1%Prev: 0.1% | 4,004 SH | Decreased-49 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $4.0M | 1.1%Prev: 1.0% | 20,307 SH | Decreased+919 SH |
| INTUITIVE SURGICAL INC | COM NEW | $346K | 0.1%Prev: 0.1% | 636 SH | Increased |
| ISHARES TR | ESG AWARE MSCI | $354K | 0.1%Prev: 0.1% | 8,569 SH | Decreased-1,402 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.2M | 0.9%Prev: 0.9% | 29,388 SH | Decreased-3,482 SH |
| ISHARES TR | PFD AND INCM SEC | $206K | 0.1% | 6,717 SH | New |
| ISHARES TR | TIPS BD ETF | $257K | 0.1%Prev: 0.1% | 2,332 SH | Decreased-49 SH |
| KEURIG DR PEPPER INC | COM | $258K | 0.1%Prev: 0.1% | 7,794 SH | Increased-190 SH |
| NVIDIA CORPORATION | COM | $945K | 0.3%Prev: 0.3% | 5,981 SH | Decreased-83 SH |
| PIMCO ETF TR | INV GRD CRP BD | $22.1M | 6.2%Prev: 6.2% | 226,609 SH | Decreased-31,268 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $563K | 0.2%Prev: 0.2% | 7,089 SH | Decreased+88 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $25.2M | 7.1%Prev: 7.2% | 1,082,876 SH | Decreased-152,785 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $34.0M | 9.6%Prev: 8.7% | 1,165,141 SH | Decreased-25,487 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $80.6M | 22.8%Prev: 23.0% | 2,911,430 SH | Decreased-97,071 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $30.3M | 8.6%Prev: 8.8% | 1,079,465 SH | Decreased-56,046 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $29.7M | 8.4%Prev: 8.7% | 1,173,734 SH | Decreased-23,131 SH |
| SPDR SERIES TRUST | ICE PFD SEC ETF | $243K | 0.1% | 7,657 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $244K | 0.1% | 5,384 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $287K | 0.1% | 1,265 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $7.8M | 2.2%Prev: 2.4% | 90,596 SH | Decreased-4,476 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.3M | 1.2%Prev: 1.2% | 15,420 SH | Decreased-965 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $59.5M | 16.8%Prev: 17.6% | 305,009 SH | Decreased-19,485 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.1M | 1.2%Prev: 1.2% | 17,334 SH | Decreased-968 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.9M | 3.1%Prev: 3.2% | 61,812 SH | Decreased-2,741 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $246K | 0.1%Prev: 0.1% | 5,024 SH | Decreased-129 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $541K | 0.2%Prev: 0.1% | 4,931 SH | Increased+1,074 SH |
| VANGUARD WORLD FD | INF TECH ETF | $28.6M | 8.1%Prev: 7.2% | 43,030 SH | Decreased+1,815 SH |
| WALMART INC | COM | $560K | 0.2%Prev: 0.2% | 5,729 SH | Decreased+544 SH |
| WELLS FARGO CO NEW | COM | $412K | 0.1% | 5,141 SH | New |
| 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 |